Changelog

goSPATZ Changelog

Spatz Release 1.1.65 (29.05.2023)

• Full support of stock splits, reverse splits and ISIN changes automatic calculation for past transactions (and migration of existing positions)
• Optimize PDF import for
  • Flatex
  • DeGiro
  • Onvista
  • Max Blue
  • Targobank
  • DKB
  • DAB
  • Morgenfund
  • Ing Diba
  • finanzen.net
• Optimize CSV import foir
  • Comdirect
  • Consors
  • Haspa
  • Scalable
  • Swissquote
  • Traderepublic

Spatz Release 1.1.64 (24.03.2023)

• Redesign totals bar
  • Add “Portfoliowert”
  • Add “Holistic Performance Index” (HPI)
  • Redesign info popups in totals bar
    Add $/% switches to header
• Redesign “Realisiert” tab
• Add dividends dashboard including bar chart and monthly income
• Optimize chart periods (optimize date calculation and add more tie periods)
• Add taxes/costs to mass book dividends dialog window
• Calculate the owning qty for each share for the payout date (API)
• Show only dividends for timeperiod the user owned the underlying share (API)
• Import dialog: Show number of identified and not identified transactions
• Push IOS/Android app into public beta
• Fix bug: After deleting a transaction from bestand tab, it does not disappear from table
• Fix bug: Sometimes r.bus is undefined
• Fix bug: Refresh totals after booking dividends
• Fix bug: PDF reader unable to import some traderepublic documents
• Fix bug: PDF reader unable to import some flatex documents
• Fix bug: PDF reader unable to import some smartbroker documents
• Fix bug: Info icon has to be clicked multiple times
• Fix bug: Unable to save dividends on dashboard

Spatz Release 1.1.63 (10.03.2023)

• A lot of mobile optimizations
• Create FAQ and add screen records of major actions like import portfolios, book dividends, etc.
• Optimize skeleton loader for totals bar
• Persist state of timeperiod selector
• Hide qty, purchase price etc for watchlist items (shares with qty = 0)
• Fix sync issue with new totals bar
• Fix issues with signup message and confirmation link
• Improve finanzen.net PDF reader
• Wait until chart is loading to switch loading flag
• Send null data to KPIs if chart fails
• Translate paginator to german language
• Buy/Sell column was cut in transactions tab
• Inline-editing error messages did not disappear after 10 seconds
• Import validation errormessage did not disappear after 10 seconds
• Large numbers were cut in realized table
• Align headlines in dividends table
• Center text on import dialog
• Create algorithm for IRR und TWROR
• Fix font in “Aktuelle Kurse” widget
• Fix padding between rightbar boxes on the details page
• Do not show infinite skeleton loaders if a chart call fails
• Hide “Not enough datapoints” while a chart is loading
• Optimize allocation tab
• Refactor refreshing of expired JWT to improve stability
• Fix CSV column mapping
• Show server messages in create-dividend dialog if validation fails

Spatz Release 1.1.62 (02.03.2023)

• Redesign totals bar
• Improve refreshing of expired Json Web Token (JWT), refactor authentication handling
• Optimiza allocation pie charts, use different shades of violet, combine small pies to “Sonstiges”
• Mobile optimization: Fix several issues in smaller viewports
• Create a special case for firefox when cancelling API requests
• Add totals to dividends tables
• Add totals to realized tables
• Fix handling of timezones when creating/updating transactions
• Remove slide group prev div causing CLS
• Better handling of missing quotes in portfolio charts
• Better identification of chart draw downs
• Fix handling of negative taxes in PDF importer
• Enable three-step forex conversion
• Add special usecase testings
• Make realized totals depending on selected timeframe and add unit tests
• Add realized costs / taxes (and sums) to the API response
• Forex: Also cache negative responses
• Add new broker logos to import dialog
• Improve PDF/CSV importer for
  • DAB
  • Flatex
  • Bader Bank
  • Scalable
  • Swissquote
  • Smartbroker
  • Traderepublic

Spatz Release 1.1.61 (13.02.2023)

• Change currency values to use ISO3 codes instead of symbol (except chart axis due to limited space)
• Add social bookmarks to footer
• Fix typo on landingpage (etwss)
• Reduce size of similar shares on details pages
• Fix success message after signup confirmation
• Check request cancel, ignore irrelevant currency change
• Context-aware text in currency-change dialog

Spatz Release 1.1.60 (12.02.2023)

• Multicurrency support for portfolios (set the currency for each portfolio individually)
• Multicurrency support for account (set the dashboard currency for the whole account)
• Create documentation in blog how to handle currencies
• Add “Investierte Fonds” box to details page
• Show currency symbol instead of ISO3 code wherever currencies are displayed
• Disable “Book dividends” button if no dividend is checked
• Add apple touch icon
• Improve online-editing activator canvas to cover full width
• Reduce lazy loading of top images
• Show performance tab in watchlist mode
• Add missing broker logos do import dialog window
• Fix link target of back-to-login-link after successful signup
• Do not break words on details pages
• Add jobs page to footer
• SEO:
  • Improve price contrast
  • Add alt tags to landing page images
  • Avoid layout shifts (LCD) while loading on landing page
  • Fix dashboard page title
  • Optimize links to funds
• Mobile optimization
  • Fix subtabs hardly accessable on small devices error
  • Fix dividends delete button missing
  • Fix paddings between boxes

Spatz Release 1.1.59 (07.02.2023)

• Dividend mass booking: Send all bookings in one request instead of one by one, to increase performance and stability
• Improve dividend handling on backend side, add unit-, integration and application tests to ensure stability
• Increase price contrast for details pages
• Add alt attributes to all landingpage images
• Optimize image sizes on landing page
• Keep aspect ratios
• Avoid layout shifts
• Improve inline editing for dividends, enlarge editable fields to cover full width
• Add image preloading
• Restore delete button for dividends
• Adjust dividends table actions sizing
• Fix singup back-to-login link
• Fix dashboard page title
• Adjusted links from fund positions to details pages
• Fix subtabs not accessable on small devices
• Fix padding between Stammdaten and Splits
• Adjust dividend form validation
• Remove dividend form duplicated auto focus
• Fix store mutation
• Create “Invested Funds” box an details page

Spatz Release 1.1.58 (02.02.2023)

• Add/Fix canonicals
• Add accesable names to buttons
• Do not round qty/price values while importing
• h1 should be rendered SSR
• Replace double slash by one slash in URL
• make [aria-*] attributes to match their roles
• avoid line break in totals on small devices
• add h1 tag to signup page
• Improve foreground/background contrast
• optimize page titles, page descriptions and h1 tag
• optimize a lot of SEO stuff
• avoid border cutting
• share details page must use pageTitle from API response instead of generating it by themselves
• Fix lazy loading for images not in viewport
• Set explicit width/height for images on landingpage
• Add “Aktiensplit melden” to feedback form
• fix alignment of columns/values in import dialog

Spatz Release 1.1.57 (29.01.2023)

• Switch to Nuxt.JS framework and enable Server-Side-Rendering (SSR) for share details pages to get the details pages into the google index
• Fix race condition in duplication check when importing the same transactions twice
• Improve crypto coin detection when importing CSV files
• Disable Xetra PDS because they do not any data anymore

Spatz Release 1.1.56 (13.01.2023)

• Connect London Stock Exchange (LSE/XLON) as data provider
• Consider lunch time break in NIKKEI monitoring (11:30am-12:30am)
• Consider delayed data in current-quotes-present-check command
• Add monitoring for wrong index data (index quotes with currency != IDX)
• Add API endpoint for generating XML sitemaps for all instruments

Spatz Release 1.1.55 (26.12.2022)

• Add schema.org structured data to page source to provide more relevant information to google
• Add twitter card tags to page source to improve sharing via twitter
• Add open graph tags to page source to improve sharing via facebook
• Add DNS prefetching for external resources to improve page load time
• Add “Weitere Aktien” box to details page which shows similar shares to improve inner page link quality
• Add titles to footer links

Spatz Release 1.1.54 (22.12.2022)

• Improve exposed details page markup to solve google crawling result issues
• Fix google pagespeed issue: Links must have discernible text
• Fix google pagespeed issue: Ensure text remains visible during webfont load
• Fix google pagespeed issue: Background and foreground colors do not have a sufficient contrast ratio
• Fix google pagespeed issue: Buttons do not have an accessible name
• Fix google pagespeed issue: Add caching policy to local web fonts
• e2e tests: Upoad virtual browser videos when tests fail to give developers a clue what went wrong
• Add redirection for pages w/o trailing slash to avoid having duplicate content from a google perspective

Spatz Release 1.1.53 (21.12.2022)

• Exposed share details pages to the public
• Added tesla deails page to sitemap to test and check google crawling results
• Use canonical tags for pages with and without trailing slash (SEO)
• Landingpage: Put teaser text into h1 tags (SEO)
• Landingpage: Add alt tag to images (SEO)
• Add h1 tag and title to signup page (SEO)
• Improve foreground/background contrast to make google page speed happy (SEO)
• Call last-transactions asynchronously to improve page load performance
• Stabilize e2e tests

Spatz Release 1.1.52 (19.12.2022)

• Rename imprint & privacy to impressum and datenschutz, update sitemap and move these pages to wordpress for easier maintenance & seo
• Optimize blog post titles and add google friendly keywords
• Add all page URLs to spatz page footer
• Enable gzip compression for all static assets
• Optimize nginx reverse proxy parameter for better passthrough of wordpress pages and enable caching
• Optimize SEO stuff in general
• Load google fonts locally (and not from CDN)
• Generate details page slugs as preparation for exposing details page to the public

Spatz Release 1.1.51 (16.12.2022)

• Enable transparent proxying for blog and make blog available at https://gospatz.com/blog (instead of https://blog.gospatz.com) to keep google juice on the gospatz.com domain
• Remove unused pages from wordpress (archive pages, category pages, page 2, author pages etc) which may confuse google
• Add robots.txt file to gospatz.com
• Add search console file to gospatz.com
• Optimize sitemap.xml
• Fix typo in meta description
• Remove unnecessary sort statement from transactions endpoint (sorting is done on client side in data table) to improve page load performance
• Optimize query-transactions call, reduce response time from 1,5s to 100ms, to improve page load performance
• Right align currency values in dividends table
• Refresh tab content when clicking on tab title
• Landingpage: Set an explicit width and height on image elements to reduce layout shifts and improve CLS
• Add caching policy for static assets (images, js, css, …) to improve page load performance

Spatz Release 1.1.50 (15.12.2022)

• Integrated new data provider for dividends for german stocks and LSE stocks. Very high coverage now back to 1960
• Support for dividends in different currencies (CAD, CHF, …)
• Optimize dividends table on shares details page
• Optimize bulk size when fetching dividends
• Fix wrong filename for portfolio exports
• Import dialog: Selected textContent instead of innerHTML to avoid copying HTML and CSS on inline editing fields
• Found and fixed a bug where zeros are converted to negative zeros when selecting transaction type SELL
• Found and fixed bug where brokerTransactionId was not being sent to the server
• Remove not required expensive “/api/portfolio” calls to increase overall page performance

Spatz Release 1.1.49 (13.12.2022)

• Import dialog: Make headline sticky
• Switch to commercial US data provider license
• Redraw chart after adding benchmark to avoid distortions
• Fix for: Chart requests wrong currency from API
• Add dividends to portfolio export
• Optimize Spatz export
• Add CSV import adapter for Spatz exports

Spatz Release 1.1.48 (12.12.2022)

• Fix encoding issues with Hypo-Vereinsbank CSV files
• Upgrade dividends API from V2 to V3
• Add dividend monitoring
• Optimize grown dividends data table for faster access
• Fix bug in dividend rendering on share details page
• Fix missing auth handler in password change and email change
• Remove strange, flickering element when clicking on create-portfolio
• Remove redirection from gospatz.com → gospatz.com/sigin since the login page is part of the landingpage
• Fix page title for landingpage
• Import dialog: Show negative quantities in red
• Import dialog: Allow change of transaction type (buy, sell, dividend)
• Optimize e2e tests

Spatz Release 1.1.47 (11.12.2022)

• Add CSV importer for ErsteBank Wien
• Add CSV importer for Consors Transaction List
• Add CSV importer for Divvy depots
• Add CSV importer for BISON
• Add CSV importer for Coinbase
• Add CSV importer for Bitpanda
• Add switch “prefereCrypto”

Spatz Release 1.1.46 (10.12.2022)

• Add CSV importer for ExtraETF
• Add CSV importer for MyDividends24
• Separate transaction type from “transaction” into “buy”, “sell” and “dividend” while importing
• Autodetect qty w/o modifiers

Spatz Release 1.1.45 (09.12.2022)

• Optimized several CSV import adapters
  • Comdirect (transaction-list export)
  • BAWAK
  • JustTrade
  • VR Bank

Spatz Release 1.1.44 (08.12.2022)

• Make CSV import more safe
• Optimized several CSV import adapters

Spatz Release 1.1.43 (07.12.2022)

• Import of all instruments from
  • London Stock Exchange (LSE)
  • Six Group Swiss (SMI)
• Fix bug with currency handling in charts
• Move MIC from positions to transactions
• Fix some bugs in CSV imports
• Show DELISTING status on details page for delisted instruments
• Optimize wording

Spatz Release 1.1.42 (27.11.2022)

• New feature: Portfolio export (CSV)
• Further optimization of SQL queries to improve overall response time
• Disable pagination on performance tab
• Fix hover color issue on scroll arrow
• Performance tab: Show dash on empty value
• Elasticseach: Query quotes in 1000er chunks for large portfolios to avoid bucket-too-large errors
• Make upload dialog cancelable
• Performance tab is synchronized to current stocks/portfolios

Spatz Release 1.1.37 / 1.1.38 / 1.1.39 / 1.1.40 / 1.1.41 (21.11.2022)2022)

• Improve several import interfaces (CSV, PDF, …)
• Attaching stocks do indices
• Manual revision of stock names for all constituents of S&P500, NASDAQ 100, DAX, TecDAX, MDAX, SDAX
• Manual check/update historical data for all constituents of S&P500, NASDAQ 100, DAX, TecDAX, MDAX, SDAX
• Add better validation for imported transactions
• Replace default portfolios after signup by linked portfolios and replace all existing default portfolios by links (significant reduction of table size)
• Persist only USD quotes from binance (significant reduction of index size)
• HomebaseQuotes: Return USD for stable coins
• Remove not needed call to portfolios API from homepage
• Render dividends if any after import
• Stabilize pipelines
• Set max width for importer cell contents
• Fixed import row error border + emptied field issue
• Upload CSV/PDF files individually / one by one
• Manual revision of stock names for all constituents of NASDAQ Composite, Russell 2000, WIG 20
• Manual check/update historical data for all constituents of NASDAQ Composite, Russell 2000, WIG 20
• Add monitoring for broken historic charts for all indices constituents
• Archive portfolios feature, restrict deletion of positions with transactions, unarchive
• Feedback-Channel
• Fix bug in performance calculation
• Do not show 0 in performance calculation
• Do not report wrong filename in import dialog if one file fails under some circumstances
• Add purchasePrice validation to import dialog
• Columns in import dialog table should not break out
• Do not show chart if there are too less datapoints
• Show historic charts in homebase currency. If there are no datapoints in homebase currency fall back to USD or EUR
• Fix wrong currency on y axis for fallback cases
• Show dividends tab if there are dividends but no transactions
• Remove unnecessary API calls
• Remove leftover skeleton loaders for a none existing element
• Optimize SQL queries to increase overall response time
• Fix: Chart and total inconsistencies
• Fix: Total and Einstiegswert are not the same
• Fix: Chart and total inconsistencies
• Fix: Total value empty for subscribed charts
• Optimize handling of fetching instruments by ISIN (performance)
• Optimize instrument repository
• Optimize performance calculation
• Add unique index to instrument identifier

• Remove Chart Jumps
• Deduplicate instruments
• Call /portfolios/deleted only once
• Restore Portfolio: Refresh missing
• Refresh KPIs after transactions change
• Refresh missing after mass delete transactions

Spatz Release 1.1.36 (15.10.2022)

• Optimize importer:
  • Add additional dialog window and let user edit extracted transactions before adding them to the database
  • Resolve ISIN by symbol, WKN or name if ISIN is empty
  • Fix issues in PDF importer for Consors, Cortal Consors, Baader Bank, Scalable
  • Optimize CSV import for Portfolio Performance
• Launch Spatz Blog
• Fix bug in calculating performance values
• New Share-Portfolio logic in UI and hide shared portfolio in search for none-publishers
• Hide positions with existing transactions and total qty = 0 in Bestandsliste
• Only show „Keine Dividenden gefunden“ when there are no dividends, not while loading
• Add ISIN to transaction in database (not only to position)
• Fix issue with crypto prices and currency conversoin
• Fix issue when massbooking dividends (some dividends were not found)
• Remove difference between totals (invested value/current value) and totals in table sum

Spatz Release 1.1.35 (14.09.2022)
– Provider Portfolio Performance import capabilities for localized csv files

Spatz Release 1.1.34 (12.09.2022)
– Fix jumps in long term charts

Spatz Release 1.1.33 (07.09.2022)

• Support stock splits
• Improve mobile usability of tabs
• Restore logged-in/logged-out message
• Scroll into positions in transactions view
• Margin to slider btn to avoid bg being cut
• Optimize PDF reader JustTrade

Spatz Release 1.1.32 (04.09.2022)

• Massbooking of dividends
  • only show dividends you are eligible for (you owned the underlying at payout date)
  • calculate underlying quantities for payout date, not for current date
  • consider already booked quantities (f.e. you already booked dividends for 2 but owned 10 at payout date, the suggested qty is 8)

Spatz Release 1.1.31 (03.09.2022)

• Group ISINS from different exchanges to one unfoldable position
• Show deleted portfolios on dashboard portfolios tab
• Undelete portfolio
• Permanently delete portfolio
• Replace PLUS button by stylish icon
• Fix background shadow in portfolio tabs
• Avoid having duplicate portfolio names when renaming a portfolio
• Uptimized PDF readers for
  • Scalable
  • Bitavo
  • Comdirect
  • Commerzbank
  • Deutsche Bank
  • DKB
  • Flatex
  • ING Diba
  • Just Tradfe
  • Onvista

Spatz Release 1.1.30 (27.08.2022)

• New landing page
• Add totals selector and timeframes to totals
• Add allocation pie for portfolios to dashboard
• Improve CSV/PDF importer for
  • Trade Republic
  • Captrader
  • Coinbase
  • Onvista
  • Comdirect
• Make PLUS button sticky
• Fix typo “Passwort zurücksetzen”
• For dashboard context: Rename „Bestand“ to „Portfolios“

Spatz Release 1.1.29 (17.08.2022)

• New sub navigation layout
• Minor layout changes
• Move public/private switch to navigation bar
• Add timeselector switch to totals
• Fix saving-currency error
• Add 8 new stocks
• Portfolio overiew table broken on small devices
• Details page: scroll navigation tabs to the left
• Force reload on outdated client version

Spatz Release 1.1.28 (08.08.2022)

• Performance View: Link portfolio names to corresponding tabs, link positions to shares details pages
• Performance View: Do not show deleted positions
• Improve runtime for performance precalculation by moving processes to rabbitmq consumer
• Remove shared portfolios from add-share-to-portfolio dialog window (which caused a permission denied error in the past)
• Fix bug in Drag&Drop import
• Improve monitoring for crypto quotes
• “Du wurdest ausgeloggt” messages did not appear anymore
• Disable inactive crypto pairs
• Allow currency change of new cryptos
• Transactions tab throws error if instrumentType is null
• Viewing of shared portfolios does not work if there are no own portfolios
• Increase click sensitivity for logout button
• Avoid background scrolling while in dialog windows
• Controlbar hidden on 15 inches displays in dividends window: Now scrollable
• Fixed swissquote CSV import
• Fixed errors in some Consors PDF import files
• Do not show subscribed portfolio in dashboard table
• Error message not visible when adding more than 10 comparison graphs to chart
• Dividends: Fix hover class for editable columns
• Fix cut panel tab message
• Show “Keine Portfolios vorhanden” message if there are no portfolios at all

Spatz Release 1.1.27 (05.08.2022)

• Add new performance tab
• Remove shared portfolios from add-share-to-portfolio (lead to permission error)
• Inline editing: When moving the mouse away input field should still be underlined
• Übersicht button is cut off in chrome
• Show a 404 page if ISIN is not found on details page
• ÜBERSICHT button not aligned
• Portfolio Dashboard: Remove items with 0 values
• Improved Consors PDF import

Spatz Release 1.1.26 (31.07.2022)

• Connected binance as quote supplier for crypto currencies
• Loaded all 505 binance crypto currencies to spatz
• Fix monitoring commands

Spatz Release 1.1.25 (25.07.2022)

• Keep user logged in until they explicitly logout
• Fix inconsistency in caching firebase public keys
• Add missing sort capabilities for subscribed portfolios
• Share details page: Show 404 page if ISIN does not exist
• Close burger menu after clicking on an item
• Keep underline while inline editing
• Show comparison graph in chart immediately
• Fix padding in overview tab
• Restore and optimize discord logo

Spatz Release 1.1.24 (21.07.2022)
– Fix ChangePassword feature

Spatz Release 1.1.23 (20.07.2022)

• New feature: Mass book dividends
• eMail change: re-authenticate user if last login is too long ago (requirement by firebase)

Spatz Release 1.1.22 (19.07.2022)
– Add re-authentication to change email address

Spatz Release 1.1.21 (18.07.2022)

• Implement email change via firebase
• Remove inline-editing hover for shared portfolios
• Fix bug when JWT expires (refresh token if possible or redirect to login page)

Spatz Release 1.1.20 (15.07.2022)

• Enable inline editing for dividends table
• Remove leftover email attribute from account table
• Completely removed Account API endpoint since it is no longer needed
• Fix PDF reader issues with
  • Consors
  • ING-DiBa
  • Onvista
• Fix CSV reader issues with
  • Swissquote
  • Traderepublic
  • DKB

Spatz Release 1.1.19 (13.07.2022)

• Move user authentication/management to external user provider (google firebase)
• Remove all personal data (name, firstname, email) from spatz database to external database (google firestore)
• Implement password reset, password change with firebase
• Create new dividend feature
  • PDF importer for brokers dividend PDFs
  • Show only self-created dividends
  • Add/Edit/Delete dividends
• Fixed several minor layout flaws
• Make delete transaction the default choice when removing portfolios
• Avoid JWT error message on expired token
• Implement CSV import or improve CSV import for
  • Trading 212
  • ING Diba
  • Portfolio Performance
  • Traderepublic Sparpläne
  • Aktienfreunde
  • Bison
  • Binance
  • Coinbase
  • Comdirect
  • Consors
  • Bitpanda
  • Baader Bank
  • Smartbroker
  • Onvista
• Implement PDF import or improve PDF import for
  • ING Diba (wrong fees extraction)
  • Allgemeine Deutsche Direktbank
  • Targo Bank
  • Erste Bank
• Auto remove error messages after 10 seconds
• Remove shared Portfolios from comparison graph (was not implemented and led to errors)

Spatz Release 1.1.18 (12.07.2022)
– Inline-Editing for Dividends

Spatz Release 1.1.17 (21.06.2022)

• Switched from API key to Json Web Token (JWT)
• Switch to new ChartAPI microservice
• Added shares piechart
• Optimized CSV import for: Scalable, JustTrade, EasyBank, Flatex, Consors, Swissquote, Onvista, Berliner Volksbank, Smartbroker, VRBank, ING Diba, Haspa, SBroker, BAWAK PSK, Kieler Volksbank
• Optimized PDF import for: SmartBroker, Onvista, ING Diba, ErsteBank
• Added new tradingplace gettex
• Bottom line is not refreshed affter moving a position
• Increased clickable area for select boxes
• Removed scrollbars from create-portfolio windows for older browsers
• Hide useless data on details page for currencies
• Avoid having duplicate portfolio names on account level
• Fix icon in watchlist mode
• Fix viewport in data tables
• Auto remove error messages after 10 seconds
• Add BETA to dividends