v4.0.0

What's Changed

This major release introduces ✨ Portfolios ✨:

Stocks weighted by a given amount of currency can be aggretated in portfolios. The average rating scores of the portfolio can be displayed, as well as the distribution of regions, industry sectors, company sizes and styles of the stocks in the portfolio.

Breaking changes

This release changes the Prisma Schema. On existing Rating Tracker instances, a database migration is necessary:

Although not officially recommended, a quick, easy and fairly safe way to initialize a new database with the required tables, constraints and indexes is to

1. Clone the repository and open it in a VS Code development container.
2. Using your preferred shell, navigate to the packages/backend directory and store the database URL (e.g. postgresql://rating-tracker:********@127.0.0.1:5432/rating-tracker?schema=rating-tracker) in the shell environment variable DATABASE_URL.
3. Run yarn pnpify prisma migrate deploy.

Major features

• Add portfolios by @marvinruder in #815
• Add charts and statistics to portfolios by @marvinruder in #882

Minor changes

• Rename Refinitiv to LSEG by @marvinruder in #837
• Update copyright year by @marvinruder in #884
• Add portfolios to README.md by @marvinruder in #887

Tweaks and fixes

• Replace import assertions with import attributes by @marvinruder in #799
• Fix deprecation warnings from vite-plugin-html by @marvinruder in #842

Notable dependency updates

• Update Node.js to v21.5.0 by @renovate in #829
• Update prisma monorepo to v5.8.0 by @renovate in #872
• Update dependency typescript to v5.3.3 by @renovate in #788
• Update alpine Docker tag to v3.19.0 by @renovate in #792
• Update vitest monorepo to v1.2.0 by @renovate in #881

Full Changelog: v3.1.1...v4.0.0