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ghostfolio / ghostfolio

Open Source Wealth Management Software. Angular + NestJS + Prisma + Nx + TypeScript 🤍
https://Ghostfol.io
GNU Affero General Public License v3.0
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Add ability to add unlisted securities #1352

Closed nmjensen closed 7 months ago

nmjensen commented 2 years ago

Hi there,

I've just started using Ghostfolio, and think it has a lot of potential!

I was loading my activities for the past couple of years, and one of my holdings (UWL.AX) has since been delisted due to being acquired. Because it's not a currently listed security, I can't add it.

Is there a way to include unlisted securities? Even if you have to put in the details manually?

Cheers,

Nick

winklevos commented 2 years ago

Also have this requirement, would be great. Even for private share holdings in company which are never listed. Obviously you'd need to manually set prices at each activity

Trentflix commented 1 year ago

Would also appreciate this ability.

JPFrancoia commented 1 year ago

Same here. I am invested in a fund that isn't listed on Yahoo finance, Ghostfolio can't find info/prices and therefore I can't add activities. I'd like this feature too :)

machinekoder commented 1 year ago

Same here. What's missing is a UI dialog in the market-data screen to add a custom market-data entry with a custom symbol, and then one could add the values by hand.

MarcoCaneve commented 1 year ago

Same here. That's the main feature that blocks me from using Ghostfolio. What is missing is the ability to add custom securities, for example at the moment users can't track:

of course since these are not tracked all the values (price, dividends, etc) must be added by hand

dantrauner commented 1 year ago

+1 as an easy workaround, though it would be nice to have bonds (even just US Treasuries).

cromelex commented 7 months ago

Just to add my support for this requirement.

I've tried ghostfolio but my pension fund invests in a non-listed fund. There is currently no way for me to track it, and thus it renders ghostfolio somewhat useless due to my inability to track it.

I'd be happy with the ability to manage this manually.

dtslvr commented 7 months ago

Thank you for bringing this up again, @cromelex.

This functionality has been available for some time. I have just made a PR (https://github.com/ghostfolio/ghostfolio/pull/3326) that extends the FAQ by custom assets.

cromelex commented 7 months ago

Thank you for bringing this up again, @cromelex.

This functionality has been available for some time. I have just made a PR (#3326) that extends the FAQ by custom assets.

Thank you. Documentation is important, I searched and this was the top result so assumed there hadn't been any further development.