Merge branch 'main' into native-healthcheck

Signed-off-by: rare-magma <rare-magma@posteo.eu>

CHANGELOG.md

@@ -5,6 +5,33 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## Unreleased
+
+### Changed
+
+- Improved the language localization for German (`de`)
+- Improved the language localization for Polish (`pl`)
+- Upgraded `Nx` from version `19.5.1` to `19.5.6`
+
+## 2.101.0 - 2024-08-03
+
+### Changed
+
+- Hardened container security by switching to a non-root user, setting the filesystem to read-only, and dropping unnecessary capabilities
+
+## 2.100.0 - 2024-08-03
+
+### Added
+
+- Added support to manage tags of holdings in the holding detail dialog
+
+### Changed
+
+- Improved the color assignment in the chart of the holdings tab on the home page (experimental)
+- Persisted the view mode of the holdings tab on the home page (experimental)
+- Improved the language localization for Catalan (`ca`)
+- Improved the language localization for Spanish (`es`)
+
 ## 2.99.0 - 2024-07-29
 
 ### Changed

Dockerfile

@@ -11,7 +11,7 @@ COPY ./package.json package.json
 COPY ./package-lock.json package-lock.json
 COPY ./prisma/schema.prisma prisma/schema.prisma
 
-RUN apt update && apt install -y \
+RUN apt-get update && apt-get install -y --no-install-suggests \
   g++ \
   git \
   make \
@@ -50,17 +50,19 @@ RUN npm run database:generate-typings
 
 # Image to run, copy everything needed from builder
 FROM node:20-slim
-
 LABEL org.opencontainers.image.source="https://github.com/ghostfolio/ghostfolio"
+ENV NODE_ENV=production
 
-RUN apt update && apt install -y \
+RUN apt-get update && apt-get install -y --no-install-suggests \
   openssl \
   && rm -rf /var/lib/apt/lists/*
 
 COPY --from=builder /ghostfolio/dist/apps /ghostfolio/apps
 COPY ./docker/entrypoint.sh /ghostfolio/entrypoint.sh
 COPY ./docker/healthcheck.js /ghostfolio/healthcheck.js
+RUN chown -R node:node /ghostfolio
 WORKDIR /ghostfolio/apps/api
 EXPOSE ${PORT:-3333}
+USER node
 CMD [ "/ghostfolio/entrypoint.sh" ]
 HEALTHCHECK --interval=15s --timeout=5s --start-period=2s --retries=3 CMD [ "node", "/ghostfolio/healthcheck.js" ]

apps/api/src/app/admin/admin.service.ts

@@ -21,9 +21,9 @@ import {
   AdminMarketData,
   AdminMarketDataDetails,
   AdminMarketDataItem,
+  AssetProfileIdentifier,
   EnhancedSymbolProfile,
-  Filter,
+  Filter
-  UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { MarketDataPreset } from '@ghostfolio/common/types';
 
@@ -59,7 +59,9 @@ export class AdminService {
     currency,
     dataSource,
     symbol
-  }: UniqueAsset & { currency?: string }): Promise<SymbolProfile | never> {
+  }: AssetProfileIdentifier & { currency?: string }): Promise<
+    SymbolProfile | never
+  > {
     try {
       if (dataSource === 'MANUAL') {
         return this.symbolProfileService.add({
@@ -96,7 +98,10 @@ export class AdminService {
     }
   }
 
-  public async deleteProfileData({ dataSource, symbol }: UniqueAsset) {
+  public async deleteProfileData({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     await this.marketDataService.deleteMany({ dataSource, symbol });
     await this.symbolProfileService.delete({ dataSource, symbol });
   }
@@ -325,7 +330,7 @@ export class AdminService {
   public async getMarketDataBySymbol({
     dataSource,
     symbol
-  }: UniqueAsset): Promise<AdminMarketDataDetails> {
+  }: AssetProfileIdentifier): Promise<AdminMarketDataDetails> {
     let activitiesCount: EnhancedSymbolProfile['activitiesCount'] = 0;
     let currency: EnhancedSymbolProfile['currency'] = '-';
     let dateOfFirstActivity: EnhancedSymbolProfile['dateOfFirstActivity'];
@@ -386,7 +391,7 @@ export class AdminService {
     symbol,
     symbolMapping,
     url
-  }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
+  }: AssetProfileIdentifier & Prisma.SymbolProfileUpdateInput) {
     const symbolProfileOverrides = {
       assetClass: assetClass as AssetClass,
       assetSubClass: assetSubClass as AssetSubClass,
@@ -394,8 +399,8 @@ export class AdminService {
       url: url as string
     };
 
-    const updatedSymbolProfile: Prisma.SymbolProfileUpdateInput & UniqueAsset =
+    const updatedSymbolProfile: AssetProfileIdentifier &
-      {
+      Prisma.SymbolProfileUpdateInput = {
       comment,
       countries,
       currency,

apps/api/src/app/benchmark/benchmark.controller.ts

@@ -4,9 +4,9 @@ import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import type {
+  AssetProfileIdentifier,
   BenchmarkMarketDataDetails,
-  BenchmarkResponse,
+  BenchmarkResponse
-  UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
@@ -41,7 +41,9 @@ export class BenchmarkController {
   @HasPermission(permissions.accessAdminControl)
   @Post()
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
-  public async addBenchmark(@Body() { dataSource, symbol }: UniqueAsset) {
+  public async addBenchmark(
+    @Body() { dataSource, symbol }: AssetProfileIdentifier
+  ) {
     try {
       const benchmark = await this.benchmarkService.addBenchmark({
         dataSource,

apps/api/src/app/benchmark/benchmark.service.ts

@@ -17,11 +17,11 @@ import {
   resetHours
 } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   Benchmark,
   BenchmarkMarketDataDetails,
   BenchmarkProperty,
-  BenchmarkResponse,
+  BenchmarkResponse
-  UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { BenchmarkTrend } from '@ghostfolio/common/types';
 
@@ -61,7 +61,10 @@ export class BenchmarkService {
     return 0;
   }
 
-  public async getBenchmarkTrends({ dataSource, symbol }: UniqueAsset) {
+  public async getBenchmarkTrends({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     const historicalData = await this.marketDataService.marketDataItems({
       orderBy: {
         date: 'desc'
@@ -228,7 +231,7 @@ export class BenchmarkService {
     endDate?: Date;
     startDate: Date;
     userCurrency: string;
-  } & UniqueAsset): Promise<BenchmarkMarketDataDetails> {
+  } & AssetProfileIdentifier): Promise<BenchmarkMarketDataDetails> {
     const marketData: { date: string; value: number }[] = [];
 
     const days = differenceInDays(endDate, startDate) + 1;
@@ -348,7 +351,7 @@ export class BenchmarkService {
   public async addBenchmark({
     dataSource,
     symbol
-  }: UniqueAsset): Promise<Partial<SymbolProfile>> {
+  }: AssetProfileIdentifier): Promise<Partial<SymbolProfile>> {
     const assetProfile = await this.prismaService.symbolProfile.findFirst({
       where: {
         dataSource,
@@ -385,7 +388,7 @@ export class BenchmarkService {
   public async deleteBenchmark({
     dataSource,
     symbol
-  }: UniqueAsset): Promise<Partial<SymbolProfile>> {
+  }: AssetProfileIdentifier): Promise<Partial<SymbolProfile>> {
     const assetProfile = await this.prismaService.symbolProfile.findFirst({
       where: {
         dataSource,

apps/api/src/app/import/import.service.ts

@@ -19,7 +19,7 @@ import {
   getAssetProfileIdentifier,
   parseDate
 } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 import {
   AccountWithPlatform,
   OrderWithAccount,
@@ -51,7 +51,7 @@ export class ImportService {
     dataSource,
     symbol,
     userCurrency
-  }: UniqueAsset & { userCurrency: string }): Promise<Activity[]> {
+  }: AssetProfileIdentifier & { userCurrency: string }): Promise<Activity[]> {
     try {
       const { firstBuyDate, historicalData, orders } =
         await this.portfolioService.getPosition(dataSource, undefined, symbol);

apps/api/src/app/logo/logo.service.ts

@@ -1,6 +1,6 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 import { HttpException, Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
@@ -17,7 +17,7 @@ export class LogoService {
   public async getLogoByDataSourceAndSymbol({
     dataSource,
     symbol
-  }: UniqueAsset) {
+  }: AssetProfileIdentifier) {
     if (!DataSource[dataSource]) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.NOT_FOUND),

apps/api/src/app/order/order.service.ts

@@ -11,9 +11,9 @@ import {
 } from '@ghostfolio/common/config';
 import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   EnhancedSymbolProfile,
-  Filter,
+  Filter
-  UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 
@@ -46,6 +46,39 @@ export class OrderService {
     private readonly symbolProfileService: SymbolProfileService
   ) {}
 
+  public async assignTags({
+    dataSource,
+    symbol,
+    tags,
+    userId
+  }: { tags: Tag[]; userId: string } & AssetProfileIdentifier) {
+    const orders = await this.prismaService.order.findMany({
+      where: {
+        userId,
+        SymbolProfile: {
+          dataSource,
+          symbol
+        }
+      }
+    });
+
+    return Promise.all(
+      orders.map(({ id }) =>
+        this.prismaService.order.update({
+          data: {
+            tags: {
+              // The set operation replaces all existing connections with the provided ones
+              set: tags.map(({ id }) => {
+                return { id };
+              })
+            }
+          },
+          where: { id }
+        })
+      )
+    );
+  }
+
   public async createOrder(
     data: Prisma.OrderCreateInput & {
       accountId?: string;
@@ -252,7 +285,7 @@ export class OrderService {
     return count;
   }
 
-  public async getLatestOrder({ dataSource, symbol }: UniqueAsset) {
+  public async getLatestOrder({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.prismaService.order.findFirst({
       orderBy: {
         date: 'desc'
@@ -431,7 +464,7 @@ export class OrderService {
       this.prismaService.order.count({ where })
     ]);
 
-    const uniqueAssets = uniqBy(
+    const assetProfileIdentifiers = uniqBy(
       orders.map(({ SymbolProfile }) => {
         return {
           dataSource: SymbolProfile.dataSource,
@@ -446,8 +479,9 @@ export class OrderService {
       }
     );
 
-    const assetProfiles =
+    const assetProfiles = await this.symbolProfileService.getSymbolProfiles(
-      await this.symbolProfileService.getSymbolProfiles(uniqueAssets);
+      assetProfileIdentifiers
+    );
 
     const activities = orders.map((order) => {
       const assetProfile = assetProfiles.find(({ dataSource, symbol }) => {

apps/api/src/app/portfolio/calculator/mwr/portfolio-calculator.ts

@@ -1,5 +1,8 @@
 import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator';
-import { SymbolMetrics, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  SymbolMetrics
+} from '@ghostfolio/common/interfaces';
 import { PortfolioSnapshot, TimelinePosition } from '@ghostfolio/common/models';
 
 export class MWRPortfolioCalculator extends PortfolioCalculator {
@@ -27,7 +30,7 @@ export class MWRPortfolioCalculator extends PortfolioCalculator {
     };
     start: Date;
     step?: number;
-  } & UniqueAsset): SymbolMetrics {
+  } & AssetProfileIdentifier): SymbolMetrics {
     throw new Error('Method not implemented.');
   }
 }

apps/api/src/app/portfolio/calculator/portfolio-calculator.ts

@@ -19,12 +19,12 @@ import {
   resetHours
 } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   DataProviderInfo,
   HistoricalDataItem,
   InvestmentItem,
   ResponseError,
-  SymbolMetrics,
+  SymbolMetrics
-  UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { PortfolioSnapshot, TimelinePosition } from '@ghostfolio/common/models';
 import { DateRange, GroupBy } from '@ghostfolio/common/types';
@@ -356,15 +356,15 @@ export abstract class PortfolioCalculator {
         dataSource: item.dataSource,
         fee: item.fee,
         firstBuyDate: item.firstBuyDate,
-        grossPerformance: !hasErrors ? grossPerformance ?? null : null,
+        grossPerformance: !hasErrors ? (grossPerformance ?? null) : null,
         grossPerformancePercentage: !hasErrors
-          ? grossPerformancePercentage ?? null
+          ? (grossPerformancePercentage ?? null)
           : null,
         grossPerformancePercentageWithCurrencyEffect: !hasErrors
-          ? grossPerformancePercentageWithCurrencyEffect ?? null
+          ? (grossPerformancePercentageWithCurrencyEffect ?? null)
           : null,
         grossPerformanceWithCurrencyEffect: !hasErrors
-          ? grossPerformanceWithCurrencyEffect ?? null
+          ? (grossPerformanceWithCurrencyEffect ?? null)
           : null,
         investment: totalInvestment,
         investmentWithCurrencyEffect: totalInvestmentWithCurrencyEffect,
@@ -372,15 +372,15 @@ export abstract class PortfolioCalculator {
           marketSymbolMap[endDateString]?.[item.symbol]?.toNumber() ?? null,
         marketPriceInBaseCurrency:
           marketPriceInBaseCurrency?.toNumber() ?? null,
-        netPerformance: !hasErrors ? netPerformance ?? null : null,
+        netPerformance: !hasErrors ? (netPerformance ?? null) : null,
         netPerformancePercentage: !hasErrors
-          ? netPerformancePercentage ?? null
+          ? (netPerformancePercentage ?? null)
           : null,
         netPerformancePercentageWithCurrencyEffect: !hasErrors
-          ? netPerformancePercentageWithCurrencyEffect ?? null
+          ? (netPerformancePercentageWithCurrencyEffect ?? null)
           : null,
         netPerformanceWithCurrencyEffect: !hasErrors
-          ? netPerformanceWithCurrencyEffect ?? null
+          ? (netPerformanceWithCurrencyEffect ?? null)
           : null,
         quantity: item.quantity,
         symbol: item.symbol,
@@ -905,7 +905,7 @@ export abstract class PortfolioCalculator {
     };
     start: Date;
     step?: number;
-  } & UniqueAsset): SymbolMetrics;
+  } & AssetProfileIdentifier): SymbolMetrics;
 
   public getTransactionPoints() {
     return this.transactionPoints;

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator.ts

@@ -2,7 +2,10 @@ import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/calculator/po
 import { PortfolioOrderItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-order-item.interface';
 import { getFactor } from '@ghostfolio/api/helper/portfolio.helper';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
-import { SymbolMetrics, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  SymbolMetrics
+} from '@ghostfolio/common/interfaces';
 import { PortfolioSnapshot, TimelinePosition } from '@ghostfolio/common/models';
 
 import { Logger } from '@nestjs/common';
@@ -151,7 +154,7 @@ export class TWRPortfolioCalculator extends PortfolioCalculator {
     };
     start: Date;
     step?: number;
-  } & UniqueAsset): SymbolMetrics {
+  } & AssetProfileIdentifier): SymbolMetrics {
     const currentExchangeRate = exchangeRates[format(new Date(), DATE_FORMAT)];
     const currentValues: { [date: string]: Big } = {};
     const currentValuesWithCurrencyEffect: { [date: string]: Big } = {};

apps/api/src/app/portfolio/current-rate.service.spec.ts

@@ -1,7 +1,7 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 import { DataSource, MarketData } from '@prisma/client';
 
@@ -24,32 +24,32 @@ jest.mock('@ghostfolio/api/services/market-data/market-data.service', () => {
           });
         },
         getRange: ({
+          assetProfileIdentifiers,
           dateRangeEnd,
-          dateRangeStart,
+          dateRangeStart
-          uniqueAssets
         }: {
+          assetProfileIdentifiers: AssetProfileIdentifier[];
           dateRangeEnd: Date;
           dateRangeStart: Date;
-          uniqueAssets: UniqueAsset[];
         }) => {
           return Promise.resolve<MarketData[]>([
             {
               createdAt: dateRangeStart,
-              dataSource: uniqueAssets[0].dataSource,
+              dataSource: assetProfileIdentifiers[0].dataSource,
               date: dateRangeStart,
               id: '8fa48fde-f397-4b0d-adbc-fb940e830e6d',
               marketPrice: 1841.823902,
               state: 'CLOSE',
-              symbol: uniqueAssets[0].symbol
+              symbol: assetProfileIdentifiers[0].symbol
             },
             {
               createdAt: dateRangeEnd,
-              dataSource: uniqueAssets[0].dataSource,
+              dataSource: assetProfileIdentifiers[0].dataSource,
               date: dateRangeEnd,
               id: '082d6893-df27-4c91-8a5d-092e84315b56',
               marketPrice: 1847.839966,
               state: 'CLOSE',
-              symbol: uniqueAssets[0].symbol
+              symbol: assetProfileIdentifiers[0].symbol
             }
           ]);
         }

apps/api/src/app/portfolio/current-rate.service.ts

@@ -3,9 +3,9 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { resetHours } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   DataProviderInfo,
-  ResponseError,
+  ResponseError
-  UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 
@@ -80,17 +80,16 @@ export class CurrentRateService {
       );
     }
 
-    const uniqueAssets: UniqueAsset[] = dataGatheringItems.map(
+    const assetProfileIdentifiers: AssetProfileIdentifier[] =
-      ({ dataSource, symbol }) => {
+      dataGatheringItems.map(({ dataSource, symbol }) => {
         return { dataSource, symbol };
-      }
+      });
-    );
 
     promises.push(
       this.marketDataService
         .getRange({
-          dateQuery,
+          assetProfileIdentifiers,
-          uniqueAssets
+          dateQuery
         })
         .then((data) => {
           return data.map(({ dataSource, date, marketPrice, symbol }) => {

apps/api/src/app/portfolio/interfaces/get-value-object.interface.ts

@@ -1,6 +1,6 @@
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
-export interface GetValueObject extends UniqueAsset {
+export interface GetValueObject extends AssetProfileIdentifier {
   date: Date;
   marketPrice: number;
 }

apps/api/src/app/portfolio/portfolio.controller.ts

@@ -1,6 +1,7 @@
 import { AccessService } from '@ghostfolio/api/app/access/access.service';
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
+import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import {
   hasNotDefinedValuesInObject,
@@ -29,7 +30,8 @@ import {
 } from '@ghostfolio/common/interfaces';
 import {
   hasReadRestrictedAccessPermission,
-  isRestrictedView
+  isRestrictedView,
+  permissions
 } from '@ghostfolio/common/permissions';
 import type {
   DateRange,
@@ -38,12 +40,14 @@ import type {
 } from '@ghostfolio/common/types';
 
 import {
+  Body,
   Controller,
   Get,
   Headers,
   HttpException,
   Inject,
   Param,
+  Put,
   Query,
   UseGuards,
   UseInterceptors,
@@ -51,12 +55,13 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { AssetClass, AssetSubClass } from '@prisma/client';
+import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 import { Big } from 'big.js';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { PortfolioHoldingDetail } from './interfaces/portfolio-holding-detail.interface';
 import { PortfolioService } from './portfolio.service';
+import { UpdateHoldingTagsDto } from './update-holding-tags.dto';
 
 @Controller('portfolio')
 export class PortfolioController {
@@ -566,25 +571,25 @@ export class PortfolioController {
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getPosition(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
-    @Param('dataSource') dataSource,
+    @Param('dataSource') dataSource: DataSource,
-    @Param('symbol') symbol
+    @Param('symbol') symbol: string
   ): Promise<PortfolioHoldingDetail> {
-    const position = await this.portfolioService.getPosition(
+    const holding = await this.portfolioService.getPosition(
       dataSource,
       impersonationId,
       symbol
     );
 
-    if (position) {
+    if (!holding) {
-      return position;
-    }
-
       throw new HttpException(
         getReasonPhrase(StatusCodes.NOT_FOUND),
         StatusCodes.NOT_FOUND
       );
     }
 
+    return holding;
+  }
+
   @Get('report')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getReport(
@@ -605,4 +610,36 @@ export class PortfolioController {
 
     return report;
   }
+
+  @HasPermission(permissions.updateOrder)
+  @Put('position/:dataSource/:symbol/tags')
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  public async updateHoldingTags(
+    @Body() data: UpdateHoldingTagsDto,
+    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ): Promise<void> {
+    const holding = await this.portfolioService.getPosition(
+      dataSource,
+      impersonationId,
+      symbol
+    );
+
+    if (!holding) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    await this.portfolioService.updateTags({
+      dataSource,
+      impersonationId,
+      symbol,
+      tags: data.tags,
+      userId: this.request.user.id
+    });
+  }
 }

apps/api/src/app/portfolio/portfolio.service.spec.ts

@@ -1,78 +0,0 @@
-import { Big } from 'big.js';
-
-import { PortfolioService } from './portfolio.service';
-
-describe('PortfolioService', () => {
-  let portfolioService: PortfolioService;
-
-  beforeAll(async () => {
-    portfolioService = new PortfolioService(
-      null,
-      null,
-      null,
-      null,
-      null,
-      null,
-      null,
-      null,
-      null,
-      null,
-      null
-    );
-  });
-
-  describe('annualized performance percentage', () => {
-    it('Get annualized performance', async () => {
-      expect(
-        portfolioService
-          .getAnnualizedPerformancePercent({
-            daysInMarket: NaN, // differenceInDays of date-fns returns NaN for the same day
-            netPerformancePercentage: new Big(0)
-          })
-          .toNumber()
-      ).toEqual(0);
-
-      expect(
-        portfolioService
-          .getAnnualizedPerformancePercent({
-            daysInMarket: 0,
-            netPerformancePercentage: new Big(0)
-          })
-          .toNumber()
-      ).toEqual(0);
-
-      /**
-       * Source: https://www.readyratios.com/reference/analysis/annualized_rate.html
-       */
-      expect(
-        portfolioService
-          .getAnnualizedPerformancePercent({
-            daysInMarket: 65, // < 1 year
-            netPerformancePercentage: new Big(0.1025)
-          })
-          .toNumber()
-      ).toBeCloseTo(0.729705);
-
-      expect(
-        portfolioService
-          .getAnnualizedPerformancePercent({
-            daysInMarket: 365, // 1 year
-            netPerformancePercentage: new Big(0.05)
-          })
-          .toNumber()
-      ).toBeCloseTo(0.05);
-
-      /**
-       * Source: https://www.investopedia.com/terms/a/annualized-total-return.asp#annualized-return-formula-and-calculation
-       */
-      expect(
-        portfolioService
-          .getAnnualizedPerformancePercent({
-            daysInMarket: 575, // > 1 year
-            netPerformancePercentage: new Big(0.2374)
-          })
-          .toNumber()
-      ).toBeCloseTo(0.145);
-    });
-  });
-});

apps/api/src/app/portfolio/portfolio.service.ts

@@ -18,6 +18,7 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
+import { getAnnualizedPerformancePercent } from '@ghostfolio/common/calculation-helper';
 import {
   DEFAULT_CURRENCY,
   EMERGENCY_FUND_TAG_ID,
@@ -58,7 +59,8 @@ import {
   DataSource,
   Order,
   Platform,
-  Prisma
+  Prisma,
+  Tag
 } from '@prisma/client';
 import { Big } from 'big.js';
 import {
@@ -70,7 +72,7 @@ import {
   parseISO,
   set
 } from 'date-fns';
-import { isEmpty, isNumber, last, uniq, uniqBy } from 'lodash';
+import { isEmpty, uniq, uniqBy } from 'lodash';
 
 import { PortfolioCalculator } from './calculator/portfolio-calculator';
 import {
@@ -206,24 +208,6 @@ export class PortfolioService {
     };
   }
 
-  public getAnnualizedPerformancePercent({
-    daysInMarket,
-    netPerformancePercentage
-  }: {
-    daysInMarket: number;
-    netPerformancePercentage: Big;
-  }): Big {
-    if (isNumber(daysInMarket) && daysInMarket > 0) {
-      const exponent = new Big(365).div(daysInMarket).toNumber();
-
-      return new Big(
-        Math.pow(netPerformancePercentage.plus(1).toNumber(), exponent)
-      ).minus(1);
-    }
-
-    return new Big(0);
-  }
-
   public async getDividends({
     activities,
     groupBy
@@ -713,7 +697,7 @@ export class PortfolioService {
         return Account;
       });
 
-      const dividendYieldPercent = this.getAnnualizedPerformancePercent({
+      const dividendYieldPercent = getAnnualizedPerformancePercent({
         daysInMarket: differenceInDays(new Date(), parseDate(firstBuyDate)),
         netPerformancePercentage: timeWeightedInvestment.eq(0)
           ? new Big(0)
@@ -721,7 +705,7 @@ export class PortfolioService {
       });
 
       const dividendYieldPercentWithCurrencyEffect =
-        this.getAnnualizedPerformancePercent({
+        getAnnualizedPerformancePercent({
           daysInMarket: differenceInDays(new Date(), parseDate(firstBuyDate)),
           netPerformancePercentage: timeWeightedInvestmentWithCurrencyEffect.eq(
             0
@@ -1321,6 +1305,24 @@ export class PortfolioService {
     };
   }
 
+  public async updateTags({
+    dataSource,
+    impersonationId,
+    symbol,
+    tags,
+    userId
+  }: {
+    dataSource: DataSource;
+    impersonationId: string;
+    symbol: string;
+    tags: Tag[];
+    userId: string;
+  }) {
+    userId = await this.getUserId(impersonationId, userId);
+
+    await this.orderService.assignTags({ dataSource, symbol, tags, userId });
+  }
+
   private async getCashPositions({
     cashDetails,
     userCurrency,
@@ -1724,13 +1726,13 @@ export class PortfolioService {
 
     const daysInMarket = differenceInDays(new Date(), firstOrderDate);
 
-    const annualizedPerformancePercent = this.getAnnualizedPerformancePercent({
+    const annualizedPerformancePercent = getAnnualizedPerformancePercent({
       daysInMarket,
       netPerformancePercentage: new Big(netPerformancePercentage)
     })?.toNumber();
 
     const annualizedPerformancePercentWithCurrencyEffect =
-      this.getAnnualizedPerformancePercent({
+      getAnnualizedPerformancePercent({
         daysInMarket,
         netPerformancePercentage: new Big(
           netPerformancePercentageWithCurrencyEffect

apps/api/src/app/portfolio/update-holding-tags.dto.ts

@@ -0,0 +1,7 @@
+import { Tag } from '@prisma/client';
+import { IsArray } from 'class-validator';
+
+export class UpdateHoldingTagsDto {
+  @IsArray()
+  tags: Tag[];
+}

apps/api/src/app/redis-cache/redis-cache.service.ts

@@ -1,6 +1,6 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 import { CACHE_MANAGER } from '@nestjs/cache-manager';
 import { Inject, Injectable, Logger } from '@nestjs/common';
@@ -28,7 +28,7 @@ export class RedisCacheService {
     return `portfolio-snapshot-${userId}`;
   }
 
-  public getQuoteKey({ dataSource, symbol }: UniqueAsset) {
+  public getQuoteKey({ dataSource, symbol }: AssetProfileIdentifier) {
     return `quote-${getAssetProfileIdentifier({ dataSource, symbol })}`;
   }
 

apps/api/src/app/symbol/interfaces/symbol-item.interface.ts

@@ -1,6 +1,9 @@
-import { HistoricalDataItem, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  HistoricalDataItem
+} from '@ghostfolio/common/interfaces';
 
-export interface SymbolItem extends UniqueAsset {
+export interface SymbolItem extends AssetProfileIdentifier {
   currency: string;
   historicalData: HistoricalDataItem[];
   marketPrice: number;

apps/api/src/app/symbol/symbol.service.ts

@@ -40,13 +40,13 @@ export class SymbolService {
         const days = includeHistoricalData;
 
         const marketData = await this.marketDataService.getRange({
-          dateQuery: { gte: subDays(new Date(), days) },
+          assetProfileIdentifiers: [
-          uniqueAssets: [
             {
               dataSource: dataGatheringItem.dataSource,
               symbol: dataGatheringItem.symbol
             }
-          ]
+          ],
+          dateQuery: { gte: subDays(new Date(), days) }
         });
 
         historicalData = marketData.map(({ date, marketPrice: value }) => {

apps/api/src/app/user/update-user-setting.dto.ts

@@ -2,6 +2,7 @@ import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
 import type {
   ColorScheme,
   DateRange,
+  HoldingsViewMode,
   ViewMode
 } from '@ghostfolio/common/types';
 
@@ -66,6 +67,10 @@ export class UpdateUserSettingDto {
   @IsOptional()
   'filters.tags'?: string[];
 
+  @IsIn(<HoldingsViewMode[]>['CHART', 'TABLE'])
+  @IsOptional()
+  holdingsViewMode?: HoldingsViewMode;
+
   @IsBoolean()
   @IsOptional()
   isExperimentalFeatures?: boolean;

apps/api/src/app/user/user.service.ts

@@ -190,7 +190,7 @@ export class UserService {
     (user.Settings.settings as UserSettings).dateRange =
       (user.Settings.settings as UserSettings).viewMode === 'ZEN'
         ? 'max'
-        : (user.Settings.settings as UserSettings)?.dateRange ?? 'max';
+        : ((user.Settings.settings as UserSettings)?.dateRange ?? 'max');
 
     // Set default value for view mode
     if (!(user.Settings.settings as UserSettings).viewMode) {
@@ -243,6 +243,9 @@ export class UserService {
 
         // Reset benchmark
         user.Settings.settings.benchmark = undefined;
+
+        // Reset holdings view mode
+        user.Settings.settings.holdingsViewMode = undefined;
       } else if (user.subscription?.type === 'Premium') {
         currentPermissions.push(permissions.reportDataGlitch);
 

apps/api/src/services/data-gathering/data-gathering.processor.ts

@@ -7,7 +7,7 @@ import {
   GATHER_HISTORICAL_MARKET_DATA_PROCESS
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, getStartOfUtcDate } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 import { Process, Processor } from '@nestjs/bull';
 import { Injectable, Logger } from '@nestjs/common';
@@ -35,7 +35,7 @@ export class DataGatheringProcessor {
   ) {}
 
   @Process({ concurrency: 1, name: GATHER_ASSET_PROFILE_PROCESS })
-  public async gatherAssetProfile(job: Job<UniqueAsset>) {
+  public async gatherAssetProfile(job: Job<AssetProfileIdentifier>) {
     try {
       Logger.log(
         `Asset profile data gathering has been started for ${job.data.symbol} (${job.data.dataSource})`,

apps/api/src/services/data-gathering/data-gathering.service.ts

@@ -20,7 +20,10 @@ import {
   getAssetProfileIdentifier,
   resetHours
 } from '@ghostfolio/common/helper';
-import { BenchmarkProperty, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  BenchmarkProperty
+} from '@ghostfolio/common/interfaces';
 
 import { InjectQueue } from '@nestjs/bull';
 import { Inject, Injectable, Logger } from '@nestjs/common';
@@ -91,7 +94,7 @@ export class DataGatheringService {
     });
   }
 
-  public async gatherSymbol({ dataSource, symbol }: UniqueAsset) {
+  public async gatherSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
     await this.marketDataService.deleteMany({ dataSource, symbol });
 
     const dataGatheringItems = (await this.getSymbolsMax()).filter(
@@ -146,23 +149,29 @@ export class DataGatheringService {
     }
   }
 
-  public async gatherAssetProfiles(aUniqueAssets?: UniqueAsset[]) {
+  public async gatherAssetProfiles(
-    let uniqueAssets = aUniqueAssets?.filter((dataGatheringItem) => {
+    aAssetProfileIdentifiers?: AssetProfileIdentifier[]
+  ) {
+    let assetProfileIdentifiers = aAssetProfileIdentifiers?.filter(
+      (dataGatheringItem) => {
         return dataGatheringItem.dataSource !== 'MANUAL';
-    });
+      }
+    );
 
-    if (!uniqueAssets) {
+    if (!assetProfileIdentifiers) {
-      uniqueAssets = await this.getAllAssetProfileIdentifiers();
+      assetProfileIdentifiers = await this.getAllAssetProfileIdentifiers();
     }
 
-    if (uniqueAssets.length <= 0) {
+    if (assetProfileIdentifiers.length <= 0) {
       return;
     }
 
-    const assetProfiles =
+    const assetProfiles = await this.dataProviderService.getAssetProfiles(
-      await this.dataProviderService.getAssetProfiles(uniqueAssets);
+      assetProfileIdentifiers
-    const symbolProfiles =
+    );
-      await this.symbolProfileService.getSymbolProfiles(uniqueAssets);
+    const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
+      assetProfileIdentifiers
+    );
 
     for (const [symbol, assetProfile] of Object.entries(assetProfiles)) {
       const symbolMapping = symbolProfiles.find((symbolProfile) => {
@@ -248,7 +257,7 @@ export class DataGatheringService {
           'DataGatheringService'
         );
 
-        if (uniqueAssets.length === 1) {
+        if (assetProfileIdentifiers.length === 1) {
           throw error;
         }
       }
@@ -284,7 +293,9 @@ export class DataGatheringService {
     );
   }
 
-  public async getAllAssetProfileIdentifiers(): Promise<UniqueAsset[]> {
+  public async getAllAssetProfileIdentifiers(): Promise<
+    AssetProfileIdentifier[]
+  > {
     const symbolProfiles = await this.prismaService.symbolProfile.findMany({
       orderBy: [{ symbol: 'asc' }]
     });
@@ -305,7 +316,7 @@ export class DataGatheringService {
   }
 
   private async getAssetProfileIdentifiersWithCompleteMarketData(): Promise<
-    UniqueAsset[]
+    AssetProfileIdentifier[]
   > {
     return (
       await this.prismaService.marketData.groupBy({

apps/api/src/services/data-provider/data-provider.service.ts

@@ -20,7 +20,7 @@ import {
   getStartOfUtcDate,
   isDerivedCurrency
 } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 import type { Granularity, UserWithSettings } from '@ghostfolio/common/types';
 
 import { Inject, Injectable, Logger } from '@nestjs/common';
@@ -75,7 +75,7 @@ export class DataProviderService {
     return false;
   }
 
-  public async getAssetProfiles(items: UniqueAsset[]): Promise<{
+  public async getAssetProfiles(items: AssetProfileIdentifier[]): Promise<{
     [symbol: string]: Partial<SymbolProfile>;
   }> {
     const response: {
@@ -173,7 +173,7 @@ export class DataProviderService {
   }
 
   public async getHistorical(
-    aItems: UniqueAsset[],
+    aItems: AssetProfileIdentifier[],
     aGranularity: Granularity = 'month',
     from: Date,
     to: Date
@@ -243,7 +243,7 @@ export class DataProviderService {
     from,
     to
   }: {
-    dataGatheringItems: UniqueAsset[];
+    dataGatheringItems: AssetProfileIdentifier[];
     from: Date;
     to: Date;
   }): Promise<{
@@ -350,7 +350,7 @@ export class DataProviderService {
     useCache = true,
     user
   }: {
-    items: UniqueAsset[];
+    items: AssetProfileIdentifier[];
     requestTimeout?: number;
     useCache?: boolean;
     user?: UserWithSettings;
@@ -376,7 +376,7 @@ export class DataProviderService {
     }
 
     // Get items from cache
-    const itemsToFetch: UniqueAsset[] = [];
+    const itemsToFetch: AssetProfileIdentifier[] = [];
 
     for (const { dataSource, symbol } of items) {
       if (useCache) {
@@ -633,7 +633,7 @@ export class DataProviderService {
     dataGatheringItems
   }: {
     currency: string;
-    dataGatheringItems: UniqueAsset[];
+    dataGatheringItems: AssetProfileIdentifier[];
   }) {
     return dataGatheringItems.some(({ dataSource, symbol }) => {
       return (

apps/api/src/services/exchange-rate-data/exchange-rate-data.service.ts

@@ -361,13 +361,13 @@ export class ExchangeRateDataService {
       const symbol = `${currencyFrom}${currencyTo}`;
 
       const marketData = await this.marketDataService.getRange({
-        dateQuery: { gte: startDate, lt: endDate },
+        assetProfileIdentifiers: [
-        uniqueAssets: [
           {
             dataSource,
             symbol
           }
-        ]
+        ],
+        dateQuery: { gte: startDate, lt: endDate }
       });
 
       if (marketData?.length > 0) {
@@ -392,13 +392,13 @@ export class ExchangeRateDataService {
             }
           } else {
             const marketData = await this.marketDataService.getRange({
-              dateQuery: { gte: startDate, lt: endDate },
+              assetProfileIdentifiers: [
-              uniqueAssets: [
                 {
                   dataSource,
                   symbol: `${DEFAULT_CURRENCY}${currencyFrom}`
                 }
-              ]
+              ],
+              dateQuery: { gte: startDate, lt: endDate }
             });
 
             for (const { date, marketPrice } of marketData) {
@@ -415,16 +415,16 @@ export class ExchangeRateDataService {
             }
           } else {
             const marketData = await this.marketDataService.getRange({
-              dateQuery: {
+              assetProfileIdentifiers: [
-                gte: startDate,
-                lt: endDate
-              },
-              uniqueAssets: [
                 {
                   dataSource,
                   symbol: `${DEFAULT_CURRENCY}${currencyTo}`
                 }
-              ]
+              ],
+              dateQuery: {
+                gte: startDate,
+                lt: endDate
+              }
             });
 
             for (const { date, marketPrice } of marketData) {

apps/api/src/services/interfaces/interfaces.ts

@@ -1,4 +1,7 @@
-import { DataProviderInfo, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  DataProviderInfo
+} from '@ghostfolio/common/interfaces';
 import { MarketState } from '@ghostfolio/common/types';
 
 import {
@@ -34,6 +37,6 @@ export interface IDataProviderResponse {
   marketState: MarketState;
 }
 
-export interface IDataGatheringItem extends UniqueAsset {
+export interface IDataGatheringItem extends AssetProfileIdentifier {
   date?: Date;
 }

apps/api/src/services/market-data/market-data.service.ts

@@ -3,7 +3,7 @@ import { DateQuery } from '@ghostfolio/api/app/portfolio/interfaces/date-query.i
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { resetHours } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 import { Injectable } from '@nestjs/common';
 import {
@@ -17,7 +17,7 @@ import {
 export class MarketDataService {
   public constructor(private readonly prismaService: PrismaService) {}
 
-  public async deleteMany({ dataSource, symbol }: UniqueAsset) {
+  public async deleteMany({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.prismaService.marketData.deleteMany({
       where: {
         dataSource,
@@ -40,7 +40,7 @@ export class MarketDataService {
     });
   }
 
-  public async getMax({ dataSource, symbol }: UniqueAsset) {
+  public async getMax({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.prismaService.marketData.findFirst({
       select: {
         date: true,
@@ -59,11 +59,11 @@ export class MarketDataService {
   }
 
   public async getRange({
-    dateQuery,
+    assetProfileIdentifiers,
-    uniqueAssets
+    dateQuery
   }: {
+    assetProfileIdentifiers: AssetProfileIdentifier[];
     dateQuery: DateQuery;
-    uniqueAssets: UniqueAsset[];
   }): Promise<MarketData[]> {
     return this.prismaService.marketData.findMany({
       orderBy: [
@@ -76,13 +76,13 @@ export class MarketDataService {
       ],
       where: {
         dataSource: {
-          in: uniqueAssets.map(({ dataSource }) => {
+          in: assetProfileIdentifiers.map(({ dataSource }) => {
             return dataSource;
           })
         },
         date: dateQuery,
         symbol: {
-          in: uniqueAssets.map(({ symbol }) => {
+          in: assetProfileIdentifiers.map(({ symbol }) => {
             return symbol;
           })
         }

apps/api/src/services/symbol-profile/symbol-profile.service.ts

@@ -1,10 +1,10 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import {
+  AssetProfileIdentifier,
   EnhancedSymbolProfile,
   Holding,
-  ScraperConfiguration,
+  ScraperConfiguration
-  UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
@@ -23,7 +23,7 @@ export class SymbolProfileService {
     return this.prismaService.symbolProfile.create({ data: assetProfile });
   }
 
-  public async delete({ dataSource, symbol }: UniqueAsset) {
+  public async delete({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.prismaService.symbolProfile.delete({
       where: { dataSource_symbol: { dataSource, symbol } }
     });
@@ -36,7 +36,7 @@ export class SymbolProfileService {
   }
 
   public async getSymbolProfiles(
-    aUniqueAssets: UniqueAsset[]
+    aAssetProfileIdentifiers: AssetProfileIdentifier[]
   ): Promise<EnhancedSymbolProfile[]> {
     return this.prismaService.symbolProfile
       .findMany({
@@ -54,7 +54,7 @@ export class SymbolProfileService {
           SymbolProfileOverrides: true
         },
         where: {
-          OR: aUniqueAssets.map(({ dataSource, symbol }) => {
+          OR: aAssetProfileIdentifiers.map(({ dataSource, symbol }) => {
             return {
               dataSource,
               symbol
@@ -140,7 +140,7 @@ export class SymbolProfileService {
     symbolMapping,
     SymbolProfileOverrides,
     url
-  }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
+  }: AssetProfileIdentifier & Prisma.SymbolProfileUpdateInput) {
     return this.prismaService.symbolProfile.update({
       data: {
         assetClass,

apps/client/src/app/app.component.ts

@@ -259,6 +259,10 @@ export class AppComponent implements OnDestroy, OnInit {
               this.user?.permissions,
               permissions.reportDataGlitch
             ),
+            hasPermissionToUpdateOrder:
+              !this.hasImpersonationId &&
+              hasPermission(this.user?.permissions, permissions.updateOrder) &&
+              !user?.settings?.isRestrictedView,
             locale: this.user?.settings?.locale
           },
           height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',

apps/client/src/app/components/admin-market-data/admin-market-data.component.ts

@@ -7,9 +7,9 @@ import {
 } from '@ghostfolio/common/config';
 import { getDateFormatString } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   Filter,
   InfoItem,
-  UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
 import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
@@ -225,7 +225,7 @@ export class AdminMarketDataComponent
     });
   }
 
-  public onDeleteAssetProfile({ dataSource, symbol }: UniqueAsset) {
+  public onDeleteAssetProfile({ dataSource, symbol }: AssetProfileIdentifier) {
     this.adminMarketDataService.deleteAssetProfile({ dataSource, symbol });
   }
 
@@ -266,21 +266,27 @@ export class AdminMarketDataComponent
       .subscribe(() => {});
   }
 
-  public onGatherProfileDataBySymbol({ dataSource, symbol }: UniqueAsset) {
+  public onGatherProfileDataBySymbol({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     this.adminService
       .gatherProfileDataBySymbol({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {});
   }
 
-  public onGatherSymbol({ dataSource, symbol }: UniqueAsset) {
+  public onGatherSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
     this.adminService
       .gatherSymbol({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {});
   }
 
-  public onOpenAssetProfileDialog({ dataSource, symbol }: UniqueAsset) {
+  public onOpenAssetProfileDialog({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     this.router.navigate([], {
       queryParams: {
         dataSource,

apps/client/src/app/components/admin-market-data/admin-market-data.service.ts

@@ -2,8 +2,8 @@ import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { ghostfolioScraperApiSymbolPrefix } from '@ghostfolio/common/config';
 import { getCurrencyFromSymbol, isCurrency } from '@ghostfolio/common/helper';
 import {
-  AdminMarketDataItem,
+  AssetProfileIdentifier,
-  UniqueAsset
+  AdminMarketDataItem
 } from '@ghostfolio/common/interfaces';
 
 import { Injectable } from '@angular/core';
@@ -13,7 +13,7 @@ import { EMPTY, catchError, finalize, forkJoin, takeUntil } from 'rxjs';
 export class AdminMarketDataService {
   public constructor(private adminService: AdminService) {}
 
-  public deleteAssetProfile({ dataSource, symbol }: UniqueAsset) {
+  public deleteAssetProfile({ dataSource, symbol }: AssetProfileIdentifier) {
     const confirmation = confirm(
       $localize`Do you really want to delete this asset profile?`
     );
@@ -29,15 +29,19 @@ export class AdminMarketDataService {
     }
   }
 
-  public deleteAssetProfiles(uniqueAssets: UniqueAsset[]) {
+  public deleteAssetProfiles(
+    aAssetProfileIdentifiers: AssetProfileIdentifier[]
+  ) {
     const confirmation = confirm(
       $localize`Do you really want to delete these profiles?`
     );
 
     if (confirmation) {
-      const deleteRequests = uniqueAssets.map(({ dataSource, symbol }) => {
+      const deleteRequests = aAssetProfileIdentifiers.map(
+        ({ dataSource, symbol }) => {
           return this.adminService.deleteProfileData({ dataSource, symbol });
-      });
+        }
+      );
 
       forkJoin(deleteRequests)
         .pipe(

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts

@@ -8,7 +8,7 @@ import { ghostfolioScraperApiSymbolPrefix } from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
   AdminMarketDataDetails,
-  UniqueAsset
+  AssetProfileIdentifier
 } from '@ghostfolio/common/interfaces';
 import { translate } from '@ghostfolio/ui/i18n';
 
@@ -175,20 +175,23 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     this.dialogRef.close();
   }
 
-  public onDeleteProfileData({ dataSource, symbol }: UniqueAsset) {
+  public onDeleteProfileData({ dataSource, symbol }: AssetProfileIdentifier) {
     this.adminMarketDataService.deleteAssetProfile({ dataSource, symbol });
 
     this.dialogRef.close();
   }
 
-  public onGatherProfileDataBySymbol({ dataSource, symbol }: UniqueAsset) {
+  public onGatherProfileDataBySymbol({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     this.adminService
       .gatherProfileDataBySymbol({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {});
   }
 
-  public onGatherSymbol({ dataSource, symbol }: UniqueAsset) {
+  public onGatherSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
     this.adminService
       .gatherSymbol({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -242,7 +245,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     }
   }
 
-  public onSetBenchmark({ dataSource, symbol }: UniqueAsset) {
+  public onSetBenchmark({ dataSource, symbol }: AssetProfileIdentifier) {
     this.dataService
       .postBenchmark({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -342,7 +345,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       });
   }
 
-  public onUnsetBenchmark({ dataSource, symbol }: UniqueAsset) {
+  public onUnsetBenchmark({ dataSource, symbol }: AssetProfileIdentifier) {
     this.dataService
       .deleteBenchmark({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))

apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.component.ts

@@ -19,16 +19,24 @@ import { GfLineChartComponent } from '@ghostfolio/ui/line-chart';
 import { GfPortfolioProportionChartComponent } from '@ghostfolio/ui/portfolio-proportion-chart';
 import { GfValueComponent } from '@ghostfolio/ui/value';
 
+import { COMMA, ENTER } from '@angular/cdk/keycodes';
 import { CommonModule } from '@angular/common';
 import {
   CUSTOM_ELEMENTS_SCHEMA,
   ChangeDetectionStrategy,
   ChangeDetectorRef,
   Component,
+  ElementRef,
   Inject,
   OnDestroy,
-  OnInit
+  OnInit,
+  ViewChild
 } from '@angular/core';
+import { FormBuilder, FormGroup } from '@angular/forms';
+import {
+  MatAutocompleteModule,
+  MatAutocompleteSelectedEvent
+} from '@angular/material/autocomplete';
 import { MatButtonModule } from '@angular/material/button';
 import { MatChipsModule } from '@angular/material/chips';
 import {
@@ -36,14 +44,15 @@ import {
   MatDialogModule,
   MatDialogRef
 } from '@angular/material/dialog';
+import { MatFormFieldModule } from '@angular/material/form-field';
 import { SortDirection } from '@angular/material/sort';
 import { MatTableDataSource } from '@angular/material/table';
 import { MatTabsModule } from '@angular/material/tabs';
 import { Account, Tag } from '@prisma/client';
 import { format, isSameMonth, isToday, parseISO } from 'date-fns';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
-import { Subject } from 'rxjs';
+import { Observable, of, Subject } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
+import { map, startWith, takeUntil } from 'rxjs/operators';
 
 import { HoldingDetailDialogParams } from './interfaces/interfaces';
 
@@ -60,9 +69,11 @@ import { HoldingDetailDialogParams } from './interfaces/interfaces';
     GfLineChartComponent,
     GfPortfolioProportionChartComponent,
     GfValueComponent,
+    MatAutocompleteModule,
     MatButtonModule,
     MatChipsModule,
     MatDialogModule,
+    MatFormFieldModule,
     MatTabsModule,
     NgxSkeletonLoaderModule
   ],
@@ -73,6 +84,9 @@ import { HoldingDetailDialogParams } from './interfaces/interfaces';
   templateUrl: 'holding-detail-dialog.html'
 })
 export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
+  @ViewChild('tagInput') tagInput: ElementRef<HTMLInputElement>;
+
+  public activityForm: FormGroup;
   public accounts: Account[];
   public activities: Activity[];
   public assetClass: string;
@@ -88,6 +102,7 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
   public dividendInBaseCurrencyPrecision = 2;
   public dividendYieldPercentWithCurrencyEffect: number;
   public feeInBaseCurrency: number;
+  public filteredTagsObservable: Observable<Tag[]> = of([]);
   public firstBuyDate: string;
   public historicalDataItems: LineChartItem[];
   public investment: number;
@@ -107,10 +122,12 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
   public sectors: {
     [name: string]: { name: string; value: number };
   };
+  public separatorKeysCodes: number[] = [COMMA, ENTER];
   public sortColumn = 'date';
   public sortDirection: SortDirection = 'desc';
   public SymbolProfile: EnhancedSymbolProfile;
   public tags: Tag[];
+  public tagsAvailable: Tag[];
   public totalItems: number;
   public transactionCount: number;
   public user: User;
@@ -123,10 +140,38 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
     private dataService: DataService,
     public dialogRef: MatDialogRef<GfHoldingDetailDialogComponent>,
     @Inject(MAT_DIALOG_DATA) public data: HoldingDetailDialogParams,
+    private formBuilder: FormBuilder,
     private userService: UserService
   ) {}
 
   public ngOnInit() {
+    const { tags } = this.dataService.fetchInfo();
+
+    this.activityForm = this.formBuilder.group({
+      tags: <string[]>[]
+    });
+
+    this.tagsAvailable = tags.map(({ id, name }) => {
+      return {
+        id,
+        name: translate(name)
+      };
+    });
+
+    this.activityForm
+      .get('tags')
+      .valueChanges.pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((tags) => {
+        this.dataService
+          .putHoldingTags({
+            tags,
+            dataSource: this.data.dataSource,
+            symbol: this.data.symbol
+          })
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe();
+      });
+
     this.dataService
       .fetchHoldingDetail({
         dataSource: this.data.dataSource,
@@ -248,12 +293,27 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
           this.reportDataGlitchMail = `mailto:hi@ghostfol.io?Subject=Ghostfolio Data Glitch Report&body=Hello%0D%0DI would like to report a data glitch for%0D%0DSymbol: ${SymbolProfile?.symbol}%0DData Source: ${SymbolProfile?.dataSource}%0D%0DAdditional notes:%0D%0DCan you please take a look?%0D%0DKind regards`;
           this.sectors = {};
           this.SymbolProfile = SymbolProfile;
+
           this.tags = tags.map(({ id, name }) => {
             return {
               id,
               name: translate(name)
             };
           });
+
+          this.activityForm.setValue({ tags: this.tags }, { emitEvent: false });
+
+          this.filteredTagsObservable = this.activityForm.controls[
+            'tags'
+          ].valueChanges.pipe(
+            startWith(this.activityForm.get('tags').value),
+            map((aTags: Tag[] | null) => {
+              return aTags
+                ? this.filterTags(aTags)
+                : this.tagsAvailable.slice();
+            })
+          );
+
           this.transactionCount = transactionCount;
           this.totalItems = transactionCount;
           this.value = value;
@@ -353,6 +413,17 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
       });
   }
 
+  public onAddTag(event: MatAutocompleteSelectedEvent) {
+    this.activityForm.get('tags').setValue([
+      ...(this.activityForm.get('tags').value ?? []),
+      this.tagsAvailable.find(({ id }) => {
+        return id === event.option.value;
+      })
+    ]);
+
+    this.tagInput.nativeElement.value = '';
+  }
+
   public onClose() {
     this.dialogRef.close();
   }
@@ -377,8 +448,26 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
       });
   }
 
+  public onRemoveTag(aTag: Tag) {
+    this.activityForm.get('tags').setValue(
+      this.activityForm.get('tags').value.filter(({ id }) => {
+        return id !== aTag.id;
+      })
+    );
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
+
+  private filterTags(aTags: Tag[]) {
+    const tagIds = aTags.map(({ id }) => {
+      return id;
+    });
+
+    return this.tagsAvailable.filter(({ id }) => {
+      return !tagIds.includes(id);
+    });
+  }
 }

apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.html

@@ -325,7 +325,7 @@
 
     <mat-tab-group
       animationDuration="0"
-      class="mb-3"
+      class="mb-5"
       [mat-stretch-tabs]="false"
       [ngClass]="{ 'd-none': !activities?.length }"
     >
@@ -375,7 +375,49 @@
       </mat-tab>
     </mat-tab-group>
 
-    @if (tags?.length > 0) {
+    <div
+      class="row"
+      [ngClass]="{
+        'd-none': !data.hasPermissionToUpdateOrder
+      }"
+    >
+      <div class="col">
+        <mat-form-field appearance="outline" class="w-100 without-hint">
+          <mat-label i18n>Tags</mat-label>
+          <mat-chip-grid #tagsChipList>
+            @for (tag of activityForm.get('tags')?.value; track tag.id) {
+              <mat-chip-row
+                matChipRemove
+                [removable]="true"
+                (removed)="onRemoveTag(tag)"
+              >
+                {{ tag.name }}
+                <ion-icon class="ml-2" matPrefix name="close-outline" />
+              </mat-chip-row>
+            }
+            <input
+              #tagInput
+              name="close-outline"
+              [matAutocomplete]="autocompleteTags"
+              [matChipInputFor]="tagsChipList"
+              [matChipInputSeparatorKeyCodes]="separatorKeysCodes"
+            />
+          </mat-chip-grid>
+          <mat-autocomplete
+            #autocompleteTags="matAutocomplete"
+            (optionSelected)="onAddTag($event)"
+          >
+            @for (tag of filteredTagsObservable | async; track tag.id) {
+              <mat-option [value]="tag.id">
+                {{ tag.name }}
+              </mat-option>
+            }
+          </mat-autocomplete>
+        </mat-form-field>
+      </div>
+    </div>
+
+    @if (!data.hasPermissionToUpdateOrder && tagsAvailable?.length > 0) {
       <div class="row">
         <div class="col">
           <div class="h5" i18n>Tags</div>

apps/client/src/app/components/holding-detail-dialog/interfaces/interfaces.ts

@@ -9,6 +9,7 @@ export interface HoldingDetailDialogParams {
   deviceType: string;
   hasImpersonationId: boolean;
   hasPermissionToReportDataGlitch: boolean;
+  hasPermissionToUpdateOrder: boolean;
   locale: string;
   symbol: string;
 }

apps/client/src/app/components/home-holdings/home-holdings.component.ts

@@ -2,14 +2,14 @@ import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import {
+  AssetProfileIdentifier,
   PortfolioPosition,
-  UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import {
   HoldingType,
-  HoldingViewMode,
+  HoldingsViewMode,
   ToggleOption
 } from '@ghostfolio/common/types';
 
@@ -18,7 +18,7 @@ import { FormControl } from '@angular/forms';
 import { Router } from '@angular/router';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
+import { skip, takeUntil } from 'rxjs/operators';
 
 @Component({
   selector: 'gf-home-holdings',
@@ -26,6 +26,8 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './home-holdings.html'
 })
 export class HomeHoldingsComponent implements OnDestroy, OnInit {
+  public static DEFAULT_HOLDINGS_VIEW_MODE: HoldingsViewMode = 'TABLE';
+
   public deviceType: string;
   public hasImpersonationId: boolean;
   public hasPermissionToAccessHoldingsChart: boolean;
@@ -37,7 +39,9 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
     { label: $localize`Closed`, value: 'CLOSED' }
   ];
   public user: User;
-  public viewModeFormControl = new FormControl<HoldingViewMode>('TABLE');
+  public viewModeFormControl = new FormControl<HoldingsViewMode>(
+    HomeHoldingsComponent.DEFAULT_HOLDINGS_VIEW_MODE
+  );
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -81,6 +85,21 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
           this.changeDetectorRef.markForCheck();
         }
       });
+
+    this.viewModeFormControl.valueChanges
+      .pipe(
+        // Skip inizialization: "new FormControl"
+        skip(1),
+        takeUntil(this.unsubscribeSubject)
+      )
+      .subscribe((holdingsViewMode) => {
+        this.dataService
+          .putUserSetting({ holdingsViewMode })
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe(() => {
+            this.userService.remove();
+          });
+      });
   }
 
   public onChangeHoldingType(aHoldingType: HoldingType) {
@@ -89,7 +108,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
     this.initialize();
   }
 
-  public onSymbolClicked({ dataSource, symbol }: UniqueAsset) {
+  public onSymbolClicked({ dataSource, symbol }: AssetProfileIdentifier) {
     if (dataSource && symbol) {
       this.router.navigate([], {
         queryParams: { dataSource, symbol, holdingDetailDialog: true }
@@ -122,9 +141,20 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
       this.hasPermissionToAccessHoldingsChart &&
       this.holdingType === 'ACTIVE'
     ) {
-      this.viewModeFormControl.enable();
+      this.viewModeFormControl.enable({ emitEvent: false });
+
+      this.viewModeFormControl.setValue(
+        this.deviceType === 'mobile'
+          ? HomeHoldingsComponent.DEFAULT_HOLDINGS_VIEW_MODE
+          : this.user?.settings?.holdingsViewMode ||
+              HomeHoldingsComponent.DEFAULT_HOLDINGS_VIEW_MODE,
+        { emitEvent: false }
+      );
     } else if (this.holdingType === 'CLOSED') {
-      this.viewModeFormControl.setValue('TABLE');
+      this.viewModeFormControl.setValue(
+        HomeHoldingsComponent.DEFAULT_HOLDINGS_VIEW_MODE,
+        { emitEvent: false }
+      );
     }
 
     this.holdings = undefined;

apps/client/src/app/components/home-overview/home-overview.component.ts

@@ -5,9 +5,9 @@ import { ImpersonationStorageService } from '@ghostfolio/client/services/imperso
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { NUMERICAL_PRECISION_THRESHOLD } from '@ghostfolio/common/config';
 import {
+  AssetProfileIdentifier,
   LineChartItem,
   PortfolioPerformance,
-  UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@@ -26,7 +26,7 @@ import { takeUntil } from 'rxjs/operators';
 export class HomeOverviewComponent implements OnDestroy, OnInit {
   public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
   public deviceType: string;
-  public errors: UniqueAsset[];
+  public errors: AssetProfileIdentifier[];
   public hasError: boolean;
   public hasImpersonationId: boolean;
   public hasPermissionToCreateOrder: boolean;

apps/client/src/app/components/user-account-settings/user-account-settings.html

@@ -70,16 +70,16 @@
                   "
                 >
                   <mat-option [value]="null" />
+                  <mat-option value="de">Deutsch</mat-option>
+                  <mat-option value="en">English</mat-option>
                   @if (user?.settings?.isExperimentalFeatures) {
                     <!--
-                      <mat-option value="de"
+                      <mat-option value="ca"
                         >Català (<ng-container i18n>Community</ng-container
                         >)</mat-option
                       >
                     -->
                   }
-                  <mat-option value="de">Deutsch</mat-option>
-                  <mat-option value="en">English</mat-option>
                   @if (user?.settings?.isExperimentalFeatures) {
                     <mat-option value="zh"
                       >Chinese (<ng-container i18n>Community</ng-container

apps/client/src/app/pages/portfolio/activities/activities-page.component.ts

@@ -33,7 +33,6 @@ import { ImportActivitiesDialogParams } from './import-activities-dialog/interfa
   templateUrl: './activities-page.html'
 })
 export class ActivitiesPageComponent implements OnDestroy, OnInit {
-  public activities: Activity[];
   public dataSource: MatTableDataSource<Activity>;
   public deviceType: string;
   public hasImpersonationId: boolean;
@@ -66,13 +65,7 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
         if (params['createDialog']) {
           this.openCreateActivityDialog();
         } else if (params['editDialog']) {
-          if (this.activities) {
+          if (this.dataSource && params['activityId']) {
-            const activity = this.activities.find(({ id }) => {
-              return id === params['activityId'];
-            });
-
-            this.openUpdateActivityDialog(activity);
-          } else if (this.dataSource) {
             const activity = this.dataSource.data.find(({ id }) => {
               return id === params['activityId'];
             });

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts

@@ -53,8 +53,8 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
   public isToday = isToday;
   public mode: 'create' | 'update';
   public platforms: { id: string; name: string }[];
-  public separatorKeysCodes: number[] = [ENTER, COMMA];
+  public separatorKeysCodes: number[] = [COMMA, ENTER];
-  public tags: Tag[] = [];
+  public tagsAvailable: Tag[] = [];
   public total = 0;
   public typesTranslationMap = new Map<Type, string>();
   public Validators = Validators;
@@ -81,7 +81,7 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
     this.currencies = currencies;
     this.defaultDateFormat = getDateFormatString(this.locale);
     this.platforms = platforms;
-    this.tags = tags.map(({ id, name }) => {
+    this.tagsAvailable = tags.map(({ id, name }) => {
       return {
         id,
         name: translate(name)
@@ -287,7 +287,7 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
     ].valueChanges.pipe(
       startWith(this.activityForm.get('tags').value),
       map((aTags: Tag[] | null) => {
-        return aTags ? this.filterTags(aTags) : this.tags.slice();
+        return aTags ? this.filterTags(aTags) : this.tagsAvailable.slice();
       })
     );
 
@@ -441,10 +441,11 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
   public onAddTag(event: MatAutocompleteSelectedEvent) {
     this.activityForm.get('tags').setValue([
       ...(this.activityForm.get('tags').value ?? []),
-      this.tags.find(({ id }) => {
+      this.tagsAvailable.find(({ id }) => {
         return id === event.option.value;
       })
     ]);
+
     this.tagInput.nativeElement.value = '';
   }
 
@@ -518,12 +519,12 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
   }
 
   private filterTags(aTags: Tag[]) {
-    const tagIds = aTags.map((tag) => {
+    const tagIds = aTags.map(({ id }) => {
-      return tag.id;
+      return id;
     });
 
-    return this.tags.filter((tag) => {
+    return this.tagsAvailable.filter(({ id }) => {
-      return !tagIds.includes(tag.id);
+      return !tagIds.includes(id);
     });
   }
 

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html

@@ -378,11 +378,11 @@
         </mat-select>
       </mat-form-field>
     </div>
-    <div class="mb-3" [ngClass]="{ 'd-none': tags?.length < 1 }">
+    <div class="mb-3" [ngClass]="{ 'd-none': tagsAvailable?.length < 1 }">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Tags</mat-label>
         <mat-chip-grid #tagsChipList>
-          @for (tag of activityForm.get('tags')?.value; track tag) {
+          @for (tag of activityForm.get('tags')?.value; track tag.id) {
             <mat-chip-row
               matChipRemove
               [removable]="true"
@@ -404,7 +404,7 @@
           #autocompleteTags="matAutocomplete"
           (optionSelected)="onAddTag($event)"
         >
-          @for (tag of filteredTagsObservable | async; track tag) {
+          @for (tag of filteredTagsObservable | async; track tag.id) {
             <mat-option [value]="tag.id">
               {{ tag.name }}
             </mat-option>

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.component.ts

@@ -38,6 +38,7 @@ import { ImportActivitiesDialogParams } from './interfaces/interfaces';
 export class ImportActivitiesDialog implements OnDestroy {
   public accounts: CreateAccountDto[] = [];
   public activities: Activity[] = [];
+  public assetProfileForm: FormGroup;
   public dataSource: MatTableDataSource<Activity>;
   public details: any[] = [];
   public deviceType: string;
@@ -53,7 +54,6 @@ export class ImportActivitiesDialog implements OnDestroy {
   public sortDirection: SortDirection = 'desc';
   public stepperOrientation: StepperOrientation;
   public totalItems: number;
-  public uniqueAssetForm: FormGroup;
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -73,8 +73,8 @@ export class ImportActivitiesDialog implements OnDestroy {
     this.stepperOrientation =
       this.deviceType === 'mobile' ? 'vertical' : 'horizontal';
 
-    this.uniqueAssetForm = this.formBuilder.group({
+    this.assetProfileForm = this.formBuilder.group({
-      uniqueAsset: [undefined, Validators.required]
+      assetProfileIdentifier: [undefined, Validators.required]
     });
 
     if (
@@ -85,7 +85,7 @@ export class ImportActivitiesDialog implements OnDestroy {
 
       this.dialogTitle = $localize`Import Dividends`;
       this.mode = 'DIVIDEND';
-      this.uniqueAssetForm.get('uniqueAsset').disable();
+      this.assetProfileForm.get('assetProfileIdentifier').disable();
 
       this.dataService
         .fetchPortfolioHoldings({
@@ -102,7 +102,7 @@ export class ImportActivitiesDialog implements OnDestroy {
           this.holdings = sortBy(holdings, ({ name }) => {
             return name.toLowerCase();
           });
-          this.uniqueAssetForm.get('uniqueAsset').enable();
+          this.assetProfileForm.get('assetProfileIdentifier').enable();
 
           this.isLoading = false;
 
@@ -167,10 +167,11 @@ export class ImportActivitiesDialog implements OnDestroy {
   }
 
   public onLoadDividends(aStepper: MatStepper) {
-    this.uniqueAssetForm.get('uniqueAsset').disable();
+    this.assetProfileForm.get('assetProfileIdentifier').disable();
 
-    const { dataSource, symbol } =
+    const { dataSource, symbol } = this.assetProfileForm.get(
-      this.uniqueAssetForm.get('uniqueAsset').value;
+      'assetProfileIdentifier'
+    ).value;
 
     this.dataService
       .fetchDividendsImport({
@@ -193,7 +194,7 @@ export class ImportActivitiesDialog implements OnDestroy {
     this.details = [];
     this.errorMessages = [];
     this.importStep = ImportStep.SELECT_ACTIVITIES;
-    this.uniqueAssetForm.get('uniqueAsset').enable();
+    this.assetProfileForm.get('assetProfileIdentifier').enable();
 
     aStepper.reset();
   }

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.html

@@ -25,14 +25,14 @@
       <div class="pt-3">
         @if (mode === 'DIVIDEND') {
           <form
-            [formGroup]="uniqueAssetForm"
+            [formGroup]="assetProfileForm"
             (ngSubmit)="onLoadDividends(stepper)"
           >
             <mat-form-field appearance="outline" class="w-100">
               <mat-label i18n>Holding</mat-label>
-              <mat-select formControlName="uniqueAsset">
+              <mat-select formControlName="assetProfileIdentifier">
                 <mat-select-trigger>{{
-                  uniqueAssetForm.get('uniqueAsset')?.value?.name
+                  assetProfileForm.get('assetProfileIdentifier')?.value?.name
                 }}</mat-select-trigger>
                 @for (holding of holdings; track holding) {
                   <mat-option
@@ -63,7 +63,7 @@
                 color="primary"
                 mat-flat-button
                 type="submit"
-                [disabled]="!uniqueAssetForm.valid"
+                [disabled]="!assetProfileForm.valid"
               >
                 <span i18n>Load Dividends</span>
               </button>

apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts

@@ -6,10 +6,10 @@ import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { MAX_TOP_HOLDINGS, UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { prettifySymbol } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   Holding,
   PortfolioDetails,
   PortfolioPosition,
-  UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
 import { Market, MarketAdvanced } from '@ghostfolio/common/types';
@@ -161,7 +161,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     this.initialize();
   }
 
-  public onAccountChartClicked({ symbol }: UniqueAsset) {
+  public onAccountChartClicked({ symbol }: AssetProfileIdentifier) {
     if (symbol && symbol !== UNKNOWN_KEY) {
       this.router.navigate([], {
         queryParams: { accountId: symbol, accountDetailDialog: true }
@@ -169,7 +169,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     }
   }
 
-  public onSymbolChartClicked({ dataSource, symbol }: UniqueAsset) {
+  public onSymbolChartClicked({ dataSource, symbol }: AssetProfileIdentifier) {
     if (dataSource && symbol) {
       this.router.navigate([], {
         queryParams: { dataSource, symbol, holdingDetailDialog: true }

apps/client/src/app/services/admin.service.ts

@@ -7,13 +7,13 @@ import { UpdateTagDto } from '@ghostfolio/api/app/tag/update-tag.dto';
 import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   AdminData,
   AdminJobs,
   AdminMarketData,
   AdminMarketDataDetails,
   EnhancedSymbolProfile,
-  Filter,
+  Filter
-  UniqueAsset
 } from '@ghostfolio/common/interfaces';
 
 import { HttpClient, HttpParams } from '@angular/common/http';
@@ -35,7 +35,7 @@ export class AdminService {
     private http: HttpClient
   ) {}
 
-  public addAssetProfile({ dataSource, symbol }: UniqueAsset) {
+  public addAssetProfile({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.http.post<void>(
       `/api/v1/admin/profile-data/${dataSource}/${symbol}`,
       null
@@ -62,7 +62,7 @@ export class AdminService {
     return this.http.delete<void>(`/api/v1/platform/${aId}`);
   }
 
-  public deleteProfileData({ dataSource, symbol }: UniqueAsset) {
+  public deleteProfileData({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.http.delete<void>(
       `/api/v1/admin/profile-data/${dataSource}/${symbol}`
     );
@@ -167,7 +167,10 @@ export class AdminService {
     return this.http.post<void>('/api/v1/admin/gather/profile-data', {});
   }
 
-  public gatherProfileDataBySymbol({ dataSource, symbol }: UniqueAsset) {
+  public gatherProfileDataBySymbol({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     return this.http.post<void>(
       `/api/v1/admin/gather/profile-data/${dataSource}/${symbol}`,
       {}
@@ -178,7 +181,7 @@ export class AdminService {
     dataSource,
     date,
     symbol
-  }: UniqueAsset & {
+  }: AssetProfileIdentifier & {
     date?: Date;
   }) {
     let url = `/api/v1/admin/gather/${dataSource}/${symbol}`;
@@ -217,7 +220,7 @@ export class AdminService {
     symbol,
     symbolMapping,
     url
-  }: UniqueAsset & UpdateAssetProfileDto) {
+  }: AssetProfileIdentifier & UpdateAssetProfileDto) {
     return this.http.patch<EnhancedSymbolProfile>(
       `/api/v1/admin/profile-data/${dataSource}/${symbol}`,
       {
@@ -272,7 +275,7 @@ export class AdminService {
     dataSource,
     scraperConfiguration,
     symbol
-  }: UniqueAsset & UpdateAssetProfileDto['scraperConfiguration']) {
+  }: AssetProfileIdentifier & UpdateAssetProfileDto['scraperConfiguration']) {
     return this.http.post<any>(
       `/api/v1/admin/market-data/${dataSource}/${symbol}/test`,
       {

apps/client/src/app/services/data.service.ts

@@ -20,6 +20,7 @@ import {
   AccountBalancesResponse,
   Accounts,
   AdminMarketDataDetails,
+  AssetProfileIdentifier,
   BenchmarkMarketDataDetails,
   BenchmarkResponse,
   Export,
@@ -34,7 +35,6 @@ import {
   PortfolioPerformanceResponse,
   PortfolioPublicDetails,
   PortfolioReport,
-  UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
 import { filterGlobalPermissions } from '@ghostfolio/common/permissions';
@@ -47,7 +47,8 @@ import { SortDirection } from '@angular/material/sort';
 import {
   AccountBalance,
   DataSource,
-  Order as OrderModel
+  Order as OrderModel,
+  Tag
 } from '@prisma/client';
 import { format, parseISO } from 'date-fns';
 import { cloneDeep, groupBy, isNumber } from 'lodash';
@@ -229,7 +230,7 @@ export class DataService {
     });
   }
 
-  public fetchDividendsImport({ dataSource, symbol }: UniqueAsset) {
+  public fetchDividendsImport({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.http.get<ImportResponse>(
       `/api/v1/import/dividends/${dataSource}/${symbol}`
     );
@@ -269,7 +270,7 @@ export class DataService {
     return this.http.delete<any>(`/api/v1/order/${aId}`);
   }
 
-  public deleteBenchmark({ dataSource, symbol }: UniqueAsset) {
+  public deleteBenchmark({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.http.delete<any>(`/api/v1/benchmark/${dataSource}/${symbol}`);
   }
 
@@ -288,7 +289,7 @@ export class DataService {
   public fetchAsset({
     dataSource,
     symbol
-  }: UniqueAsset): Observable<AdminMarketDataDetails> {
+  }: AssetProfileIdentifier): Observable<AdminMarketDataDetails> {
     return this.http.get<any>(`/api/v1/asset/${dataSource}/${symbol}`).pipe(
       map((data) => {
         for (const item of data.marketData) {
@@ -307,7 +308,7 @@ export class DataService {
   }: {
     range: DateRange;
     startDate: Date;
-  } & UniqueAsset): Observable<BenchmarkMarketDataDetails> {
+  } & AssetProfileIdentifier): Observable<BenchmarkMarketDataDetails> {
     let params = new HttpParams();
 
     if (range) {
@@ -629,7 +630,7 @@ export class DataService {
     );
   }
 
-  public postBenchmark(benchmark: UniqueAsset) {
+  public postBenchmark(benchmark: AssetProfileIdentifier) {
     return this.http.post(`/api/v1/benchmark`, benchmark);
   }
 
@@ -649,6 +650,17 @@ export class DataService {
     return this.http.put<void>(`/api/v1/admin/settings/${key}`, aData);
   }
 
+  public putHoldingTags({
+    dataSource,
+    symbol,
+    tags
+  }: { tags: Tag[] } & AssetProfileIdentifier) {
+    return this.http.put<void>(
+      `/api/v1/portfolio/position/${dataSource}/${symbol}/tags`,
+      { tags }
+    );
+  }
+
   public putOrder(aOrder: UpdateOrderDto) {
     return this.http.put<UserItem>(`/api/v1/order/${aOrder.id}`, aOrder);
   }

apps/client/src/styles/theme.scss

@@ -73,40 +73,40 @@ $gf-secondary: (
 
 $gf-typography: mat.m2-define-typography-config();
 
-@include mat.core();
-
 // Create default theme
 $gf-theme-default: mat.m2-define-light-theme(
   (
     color: (
-      primary: mat.m2-define-palette($gf-primary),
+      accent: mat.m2-define-palette($gf-secondary, 500, 900, A100),
-      accent: mat.m2-define-palette($gf-secondary, 500, 900, A100)
+      primary: mat.m2-define-palette($gf-primary)
     ),
     density: -3,
     typography: $gf-typography
   )
 );
+
 @include mat.all-component-themes($gf-theme-default);
-@include mat.button-density(0);
-@include mat.table-density(-1);
 
 // Create dark theme
 $gf-theme-dark: mat.m2-define-dark-theme(
   (
     color: (
-      primary: mat.m2-define-palette($gf-primary),
+      accent: mat.m2-define-palette($gf-secondary, 500, 900, A100),
-      accent: mat.m2-define-palette($gf-secondary, 500, 900, A100)
+      primary: mat.m2-define-palette($gf-primary)
     ),
     density: -3,
     typography: $gf-typography
   )
 );
+
 .is-dark-theme {
   @include mat.all-component-colors($gf-theme-dark);
-  @include mat.button-density(0);
-  @include mat.table-density(-1);
 }
 
+@include mat.button-density(0);
+@include mat.core();
+@include mat.table-density(-1);
+
 :root {
   --gf-theme-alpha-hover: 0.04;
   --gf-theme-primary-500: #36cfcc;

docker/docker-compose.build.yml

@@ -6,7 +6,6 @@ services:
       - ../.env
     environment:
       DATABASE_URL: postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@postgres:5432/${POSTGRES_DB}?connect_timeout=300&sslmode=prefer
-      NODE_ENV: production
       REDIS_HOST: redis
       REDIS_PASSWORD: ${REDIS_PASSWORD}
     ports:
@@ -16,8 +15,9 @@ services:
         condition: service_healthy
       redis:
         condition: service_healthy
+
   postgres:
-    image: postgres:15
+    image: docker.io/library/postgres:15
     env_file:
       - ../.env
     healthcheck:
@@ -27,8 +27,9 @@ services:
       retries: 5
     volumes:
       - postgres:/var/lib/postgresql/data
+
   redis:
-    image: redis:alpine
+    image: docker.io/library/redis:alpine
     env_file:
       - ../.env
     command: ['redis-server', '--requirepass', $REDIS_PASSWORD]

docker/docker-compose.dev.yml

@@ -1,6 +1,6 @@
 services:
   postgres:
-    image: postgres:15
+    image: docker.io/library/postgres:15
     container_name: postgres
     restart: unless-stopped
     env_file:
@@ -9,8 +9,9 @@ services:
       - ${POSTGRES_PORT:-5432}:5432
     volumes:
       - postgres:/var/lib/postgresql/data
+
   redis:
-    image: redis:alpine
+    image: docker.io/library/redis:alpine
     container_name: redis
     restart: unless-stopped
     env_file:

docker/docker-compose.yml

@@ -1,12 +1,16 @@
 services:
   ghostfolio:
-    image: ghostfolio/ghostfolio:latest
+    image: docker.io/ghostfolio/ghostfolio:latest
     init: true
+    read_only: true
+    cap_drop:
+      - ALL
+    security_opt:
+      - no-new-privileges:true
     env_file:
       - ../.env
     environment:
       DATABASE_URL: postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@postgres:5432/${POSTGRES_DB}?connect_timeout=300&sslmode=prefer
-      NODE_ENV: production
       REDIS_HOST: redis
       REDIS_PASSWORD: ${REDIS_PASSWORD}
     ports:
@@ -16,8 +20,19 @@ services:
         condition: service_healthy
       redis:
         condition: service_healthy
+
   postgres:
-    image: postgres:15
+    image: docker.io/library/postgres:15
+    cap_drop:
+      - ALL
+    cap_add:
+      - CHOWN
+      - DAC_READ_SEARCH
+      - FOWNER
+      - SETGID
+      - SETUID
+    security_opt:
+      - no-new-privileges:true
     env_file:
       - ../.env
     healthcheck:
@@ -27,8 +42,14 @@ services:
       retries: 5
     volumes:
       - postgres:/var/lib/postgresql/data
+
   redis:
-    image: redis:alpine
+    image: docker.io/library/redis:alpine
+    user: '999:1000'
+    cap_drop:
+      - ALL
+    security_opt:
+      - no-new-privileges:true
     env_file:
       - ../.env
     command: ['redis-server', '--requirepass', $REDIS_PASSWORD]

libs/common/src/lib/calculation-helper.spec.ts

@@ -0,0 +1,50 @@
+import { Big } from 'big.js';
+
+import { getAnnualizedPerformancePercent } from './calculation-helper';
+
+describe('CalculationHelper', () => {
+  describe('annualized performance percentage', () => {
+    it('Get annualized performance', async () => {
+      expect(
+        getAnnualizedPerformancePercent({
+          daysInMarket: NaN, // differenceInDays of date-fns returns NaN for the same day
+          netPerformancePercentage: new Big(0)
+        }).toNumber()
+      ).toEqual(0);
+
+      expect(
+        getAnnualizedPerformancePercent({
+          daysInMarket: 0,
+          netPerformancePercentage: new Big(0)
+        }).toNumber()
+      ).toEqual(0);
+
+      /**
+       * Source: https://www.readyratios.com/reference/analysis/annualized_rate.html
+       */
+      expect(
+        getAnnualizedPerformancePercent({
+          daysInMarket: 65, // < 1 year
+          netPerformancePercentage: new Big(0.1025)
+        }).toNumber()
+      ).toBeCloseTo(0.729705);
+
+      expect(
+        getAnnualizedPerformancePercent({
+          daysInMarket: 365, // 1 year
+          netPerformancePercentage: new Big(0.05)
+        }).toNumber()
+      ).toBeCloseTo(0.05);
+
+      /**
+       * Source: https://www.investopedia.com/terms/a/annualized-total-return.asp#annualized-return-formula-and-calculation
+       */
+      expect(
+        getAnnualizedPerformancePercent({
+          daysInMarket: 575, // > 1 year
+          netPerformancePercentage: new Big(0.2374)
+        }).toNumber()
+      ).toBeCloseTo(0.145);
+    });
+  });
+});

libs/common/src/lib/calculation-helper.ts

@@ -0,0 +1,20 @@
+import { Big } from 'big.js';
+import { isNumber } from 'lodash';
+
+export function getAnnualizedPerformancePercent({
+  daysInMarket,
+  netPerformancePercentage
+}: {
+  daysInMarket: number;
+  netPerformancePercentage: Big;
+}): Big {
+  if (isNumber(daysInMarket) && daysInMarket > 0) {
+    const exponent = new Big(365).div(daysInMarket).toNumber();
+
+    return new Big(
+      Math.pow(netPerformancePercentage.plus(1).toNumber(), exponent)
+    ).minus(1);
+  }
+
+  return new Big(0);
+}

libs/common/src/lib/helper.ts

@@ -19,7 +19,7 @@ import {
   ghostfolioScraperApiSymbolPrefix,
   locale
 } from './config';
-import { Benchmark, UniqueAsset } from './interfaces';
+import { AssetProfileIdentifier, Benchmark } from './interfaces';
 import { BenchmarkTrend, ColorScheme } from './types';
 
 export const DATE_FORMAT = 'yyyy-MM-dd';
@@ -147,7 +147,10 @@ export function getAllActivityTypes(): ActivityType[] {
   return Object.values(ActivityType);
 }
 
-export function getAssetProfileIdentifier({ dataSource, symbol }: UniqueAsset) {
+export function getAssetProfileIdentifier({
+  dataSource,
+  symbol
+}: AssetProfileIdentifier) {
   return `${dataSource}-${symbol}`;
 }
 
@@ -377,7 +380,7 @@ export function parseDate(date: string): Date | null {
   return parseISO(date);
 }
 
-export function parseSymbol({ dataSource, symbol }: UniqueAsset) {
+export function parseSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
   const [ticker, exchange] = symbol.split('.');
 
   return {

libs/common/src/lib/interfaces/admin-data.interface.ts

@@ -1,13 +1,13 @@
-import { Role } from '@prisma/client';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
-import { UniqueAsset } from './unique-asset.interface';
+import { Role } from '@prisma/client';
 
 export interface AdminData {
   exchangeRates: ({
     label1: string;
     label2: string;
     value: number;
-  } & UniqueAsset)[];
+  } & AssetProfileIdentifier)[];
   settings: { [key: string]: boolean | object | string | string[] };
   transactionCount: number;
   userCount: number;

libs/common/src/lib/interfaces/unique-asset.interface.ts → libs/common/src/lib/interfaces/asset-profile-identifier.interface.ts

@@ -1,6 +1,6 @@
 import { DataSource } from '@prisma/client';
 
-export interface UniqueAsset {
+export interface AssetProfileIdentifier {
   dataSource: DataSource;
   symbol: string;
 }

libs/common/src/lib/interfaces/index.ts

@@ -7,6 +7,7 @@ import type {
   AdminMarketData,
   AdminMarketDataItem
 } from './admin-market-data.interface';
+import type { AssetProfileIdentifier } from './asset-profile-identifier.interface';
 import type { BenchmarkMarketDataDetails } from './benchmark-market-data-details.interface';
 import type { BenchmarkProperty } from './benchmark-property.interface';
 import type { Benchmark } from './benchmark.interface';
@@ -48,7 +49,6 @@ import type { Subscription } from './subscription.interface';
 import type { SymbolMetrics } from './symbol-metrics.interface';
 import type { SystemMessage } from './system-message.interface';
 import type { TabConfiguration } from './tab-configuration.interface';
-import type { UniqueAsset } from './unique-asset.interface';
 import type { UserSettings } from './user-settings.interface';
 import type { User } from './user.interface';
 
@@ -61,6 +61,7 @@ export {
   AdminMarketData,
   AdminMarketDataDetails,
   AdminMarketDataItem,
+  AssetProfileIdentifier,
   Benchmark,
   BenchmarkMarketDataDetails,
   BenchmarkProperty,
@@ -101,7 +102,6 @@ export {
   Subscription,
   SymbolMetrics,
   TabConfiguration,
-  UniqueAsset,
   User,
   UserSettings
 };

libs/common/src/lib/interfaces/responses/errors.interface.ts

@@ -1,6 +1,6 @@
-import { UniqueAsset } from '../unique-asset.interface';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 export interface ResponseError {
-  errors?: UniqueAsset[];
+  errors?: AssetProfileIdentifier[];
   hasErrors: boolean;
 }

libs/common/src/lib/interfaces/user-settings.interface.ts

@@ -1,4 +1,9 @@
-import { ColorScheme, DateRange, ViewMode } from '@ghostfolio/common/types';
+import {
+  ColorScheme,
+  DateRange,
+  HoldingsViewMode,
+  ViewMode
+} from '@ghostfolio/common/types';
 
 export interface UserSettings {
   annualInterestRate?: number;
@@ -9,6 +14,7 @@ export interface UserSettings {
   emergencyFund?: number;
   'filters.accounts'?: string[];
   'filters.tags'?: string[];
+  holdingsViewMode?: HoldingsViewMode;
   isExperimentalFeatures?: boolean;
   isRestrictedView?: boolean;
   language?: string;

libs/common/src/lib/models/portfolio-snapshot.ts

@@ -1,5 +1,5 @@
 import { transformToBig } from '@ghostfolio/common/class-transformer';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 import { TimelinePosition } from '@ghostfolio/common/models';
 
 import { Big } from 'big.js';
@@ -9,7 +9,7 @@ export class PortfolioSnapshot {
   @Transform(transformToBig, { toClassOnly: true })
   @Type(() => Big)
   currentValueInBaseCurrency: Big;
-  errors?: UniqueAsset[];
+  errors?: AssetProfileIdentifier[];
 
   @Transform(transformToBig, { toClassOnly: true })
   @Type(() => Big)

libs/common/src/lib/personal-finance-tools.ts

@@ -15,7 +15,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'allvue-systems',
     name: 'Allvue Systems',
-    origin: `United States`,
+    origin: 'United States',
     slogan: 'Investment Software Suite'
   },
   {
@@ -30,7 +30,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'altoo',
     name: 'Altoo Wealth Platform',
-    origin: `Switzerland`,
+    origin: 'Switzerland',
     slogan: 'Simplicity for Complex Wealth'
   },
   {
@@ -40,7 +40,7 @@ export const personalFinanceTools: Product[] = [
     key: 'anlage.app',
     languages: ['English'],
     name: 'Anlage.App',
-    origin: `Austria`,
+    origin: 'Austria',
     pricingPerYear: '$120',
     slogan: 'Analyze and track your portfolio.'
   },
@@ -58,16 +58,27 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'beanvest',
     name: 'Beanvest',
-    origin: `France`,
+    origin: 'France',
     pricingPerYear: '$100',
     slogan: 'Stock Portfolio Tracker for Smart Investors'
   },
+  {
+    founded: 2022,
+    hasFreePlan: true,
+    hasSelfHostingAbility: false,
+    key: 'degiro-portfolio-tracker-by-capitalyse',
+    languages: ['English'],
+    name: 'DEGIRO Portfolio Tracker by Capitalyse',
+    origin: 'Netherlands',
+    pricingPerYear: '€24',
+    slogan: 'Democratizing Data Analytics'
+  },
   {
     hasFreePlan: true,
     hasSelfHostingAbility: false,
     key: 'capitally',
     name: 'Capitally',
-    origin: `Poland`,
+    origin: 'Poland',
     pricingPerYear: '€50',
     slogan: 'Optimize your investments performance'
   },
@@ -75,7 +86,7 @@ export const personalFinanceTools: Product[] = [
     founded: 2022,
     key: 'capmon',
     name: 'CapMon.org',
-    origin: `Germany`,
+    origin: 'Germany',
     note: 'CapMon.org was discontinued in 2023',
     slogan: 'Next Generation Assets Tracking'
   },
@@ -83,7 +94,7 @@ export const personalFinanceTools: Product[] = [
     founded: 2019,
     key: 'compound-planning',
     name: 'Compound Planning',
-    origin: `United States`,
+    origin: 'United States',
     slogan: 'Modern Wealth & Investment Management'
   },
   {
@@ -92,7 +103,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'copilot-money',
     name: 'Copilot Money',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$70',
     slogan: 'Do money better with Copilot'
   },
@@ -110,7 +121,7 @@ export const personalFinanceTools: Product[] = [
     key: 'delta',
     name: 'Delta Investment Tracker',
     note: 'Acquired by eToro',
-    origin: `Belgium`,
+    origin: 'Belgium',
     slogan: 'The app to track all your investments. Make smart moves only.'
   },
   {
@@ -120,7 +131,7 @@ export const personalFinanceTools: Product[] = [
     key: 'divvydiary',
     languages: ['Deutsch', 'English'],
     name: 'DivvyDiary',
-    origin: `Germany`,
+    origin: 'Germany',
     pricingPerYear: '€65',
     slogan: 'Your personal Dividend Calendar'
   },
@@ -130,7 +141,7 @@ export const personalFinanceTools: Product[] = [
     key: 'empower',
     name: 'Empower',
     note: 'Originally named as Personal Capital',
-    origin: `United States`,
+    origin: 'United States',
     slogan: 'Get answers to your money questions'
   },
   {
@@ -138,7 +149,7 @@ export const personalFinanceTools: Product[] = [
     founded: 2022,
     key: 'eightfigures',
     name: '8FIGURES',
-    origin: `United States`,
+    origin: 'United States',
     slogan: 'Portfolio Tracker Designed by Professional Investors'
   },
   {
@@ -147,7 +158,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'exirio',
     name: 'Exirio',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$100',
     slogan: 'All your wealth, in one place.'
   },
@@ -158,7 +169,7 @@ export const personalFinanceTools: Product[] = [
     key: 'fina',
     languages: ['English'],
     name: 'Fina',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$115',
     slogan: 'Flexible Financial Management'
   },
@@ -167,7 +178,7 @@ export const personalFinanceTools: Product[] = [
     key: 'finary',
     languages: ['Deutsch', 'English', 'Français'],
     name: 'Finary',
-    origin: `United States`,
+    origin: 'United States',
     slogan: 'Real-Time Portfolio Tracker & Stock Tracker'
   },
   {
@@ -175,7 +186,7 @@ export const personalFinanceTools: Product[] = [
     hasFreePlan: true,
     key: 'finwise',
     name: 'FinWise',
-    origin: `South Africa`,
+    origin: 'South Africa',
     pricingPerYear: '€69.99',
     slogan: 'Personal finances, simplified'
   },
@@ -185,7 +196,7 @@ export const personalFinanceTools: Product[] = [
     key: 'folishare',
     languages: ['Deutsch', 'English'],
     name: 'folishare',
-    origin: `Austria`,
+    origin: 'Austria',
     pricingPerYear: '$65',
     slogan: 'Take control over your investments'
   },
@@ -196,7 +207,7 @@ export const personalFinanceTools: Product[] = [
     key: 'getquin',
     languages: ['Deutsch', 'English'],
     name: 'getquin',
-    origin: `Germany`,
+    origin: 'Germany',
     pricingPerYear: '€48',
     slogan: 'Portfolio Tracker, Analysis & Community'
   },
@@ -205,7 +216,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'gospatz',
     name: 'goSPATZ',
-    origin: `Germany`,
+    origin: 'Germany',
     slogan: 'Volle Kontrolle über deine Investitionen'
   },
   {
@@ -214,7 +225,7 @@ export const personalFinanceTools: Product[] = [
     key: 'holistic-capital',
     languages: ['Deutsch'],
     name: 'Holistic',
-    origin: `Germany`,
+    origin: 'Germany',
     slogan: 'Die All-in-One Lösung für dein Vermögen.',
     useAnonymously: true
   },
@@ -224,7 +235,7 @@ export const personalFinanceTools: Product[] = [
     key: 'intuit-mint',
     name: 'Intuit Mint',
     note: 'Intuit Mint was discontinued in 2023',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$60',
     slogan: 'Managing money, made simple'
   },
@@ -234,7 +245,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'justetf',
     name: 'justETF',
-    origin: `Germany`,
+    origin: 'Germany',
     pricingPerYear: '€119',
     slogan: 'ETF portfolios made simple'
   },
@@ -244,7 +255,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'koyfin',
     name: 'Koyfin',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$468',
     slogan: 'Comprehensive financial data analysis'
   },
@@ -254,7 +265,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'kubera',
     name: 'Kubera®',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$150',
     slogan: 'The Time Machine for your Net Worth'
   },
@@ -264,7 +275,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'magnifi',
     name: 'Magnifi',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$132',
     slogan: 'AI Investing Assistant'
   },
@@ -275,9 +286,9 @@ export const personalFinanceTools: Product[] = [
     key: 'markets.sh',
     languages: ['English'],
     name: 'markets.sh',
-    origin: `Germany`,
+    origin: 'Germany',
     pricingPerYear: '€168',
-    regions: [`Global`],
+    regions: ['Global'],
     slogan: 'Track your investments'
   },
   {
@@ -287,9 +298,9 @@ export const personalFinanceTools: Product[] = [
     languages: ['English'],
     name: 'Maybe Finance',
     note: 'Maybe Finance was discontinued in 2023',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$145',
-    regions: [`United States`],
+    regions: ['United States'],
     slogan: 'Your financial future, in your control'
   },
   {
@@ -298,7 +309,7 @@ export const personalFinanceTools: Product[] = [
     key: 'merlincrypto',
     languages: ['English'],
     name: 'Merlin',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$204',
     regions: ['Canada', 'United States'],
     slogan: 'The smartest way to track your crypto'
@@ -309,7 +320,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'monarch-money',
     name: 'Monarch Money',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$99.99',
     slogan: 'The modern way to manage your money'
   },
@@ -327,7 +338,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'navexa',
     name: 'Navexa',
-    origin: `Australia`,
+    origin: 'Australia',
     pricingPerYear: '$90',
     slogan: 'The Intelligent Portfolio Tracker'
   },
@@ -338,7 +349,7 @@ export const personalFinanceTools: Product[] = [
     key: 'parqet',
     name: 'Parqet',
     note: 'Originally named as Tresor One',
-    origin: `Germany`,
+    origin: 'Germany',
     pricingPerYear: '€88',
     regions: ['Austria', 'Germany', 'Switzerland'],
     slogan: 'Dein Vermögen immer im Blick'
@@ -348,7 +359,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'plannix',
     name: 'Plannix',
-    origin: `Italy`,
+    origin: 'Italy',
     slogan: 'Your Personal Finance Hub'
   },
   {
@@ -358,9 +369,9 @@ export const personalFinanceTools: Product[] = [
     key: 'pocketsmith',
     languages: ['English'],
     name: 'PocketSmith',
-    origin: `New Zealand`,
+    origin: 'New Zealand',
     pricingPerYear: '$120',
-    regions: [`Global`],
+    regions: ['Global'],
     slogan: 'Know where your money is going'
   },
   {
@@ -369,7 +380,7 @@ export const personalFinanceTools: Product[] = [
     key: 'portfolio-dividend-tracker',
     languages: ['English', 'Nederlands'],
     name: 'Portfolio Dividend Tracker',
-    origin: `Netherlands`,
+    origin: 'Netherlands',
     pricingPerYear: '€60',
     slogan: 'Manage all your portfolios'
   },
@@ -397,7 +408,7 @@ export const personalFinanceTools: Product[] = [
     key: 'portseido',
     languages: ['Deutsch', 'English', 'Français', 'Nederlands'],
     name: 'Portseido',
-    origin: `Thailand`,
+    origin: 'Thailand',
     pricingPerYear: '$96',
     slogan: 'Portfolio Performance and Dividend Tracker'
   },
@@ -407,7 +418,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: true,
     key: 'projectionlab',
     name: 'ProjectionLab',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$108',
     slogan: 'Build Financial Plans You Love.'
   },
@@ -416,7 +427,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'rocket-money',
     name: 'Rocket Money',
-    origin: `United States`,
+    origin: 'United States',
     slogan: 'Track your net worth'
   },
   {
@@ -425,7 +436,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'seeking-alpha',
     name: 'Seeking Alpha',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$239',
     slogan: 'Stock Market Analysis & Tools for Investors'
   },
@@ -433,7 +444,7 @@ export const personalFinanceTools: Product[] = [
     founded: 2022,
     key: 'segmio',
     name: 'Segmio',
-    origin: `Romania`,
+    origin: 'Romania',
     slogan: 'Wealth Management and Net Worth Tracking'
   },
   {
@@ -442,9 +453,9 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'sharesight',
     name: 'Sharesight',
-    origin: `New Zealand`,
+    origin: 'New Zealand',
     pricingPerYear: '$135',
-    regions: [`Global`],
+    regions: ['Global'],
     slogan: 'Stock Portfolio Tracker'
   },
   {
@@ -459,7 +470,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'simple-portfolio',
     name: 'Simple Portfolio',
-    origin: `Czech Republic`,
+    origin: 'Czech Republic',
     pricingPerYear: '€80',
     slogan: 'Stock Portfolio Tracker'
   },
@@ -469,7 +480,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'snowball-analytics',
     name: 'Snowball Analytics',
-    origin: `France`,
+    origin: 'France',
     pricingPerYear: '$80',
     slogan: 'Simple and powerful portfolio tracker'
   },
@@ -478,20 +489,20 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'stock-events',
     name: 'Stock Events',
-    origin: `Germany`,
+    origin: 'Germany',
     slogan: 'Track all your Investments'
   },
   {
     key: 'stockle',
     name: 'Stockle',
-    origin: `Finland`,
+    origin: 'Finland',
     slogan: 'Supercharge your investments tracking experience'
   },
   {
     founded: 2008,
     key: 'stockmarketeye',
     name: 'StockMarketEye',
-    origin: `France`,
+    origin: 'France',
     note: 'StockMarketEye was discontinued in 2023',
     slogan: 'A Powerful Portfolio & Investment Tracking App'
   },
@@ -501,7 +512,7 @@ export const personalFinanceTools: Product[] = [
     key: 'stonksfolio',
     languages: ['English'],
     name: 'Stonksfolio',
-    origin: `Bulgaria`,
+    origin: 'Bulgaria',
     pricingPerYear: '€49.90',
     slogan: 'Visualize all of your portfolios'
   },
@@ -510,7 +521,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'sumio',
     name: 'Sumio',
-    origin: `Czech Republic`,
+    origin: 'Czech Republic',
     pricingPerYear: '$20',
     slogan: 'Sum up and build your wealth.'
   },
@@ -519,7 +530,7 @@ export const personalFinanceTools: Product[] = [
     hasFreePlan: false,
     key: 'tiller',
     name: 'Tiller',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$79',
     slogan:
       'Your financial life in a spreadsheet, automatically updated each day'
@@ -530,7 +541,7 @@ export const personalFinanceTools: Product[] = [
     key: 'utluna',
     languages: ['Deutsch', 'English', 'Français'],
     name: 'Utluna',
-    origin: `Switzerland`,
+    origin: 'Switzerland',
     pricingPerYear: '$300',
     slogan: 'Your Portfolio. Revealed.',
     useAnonymously: true
@@ -540,7 +551,7 @@ export const personalFinanceTools: Product[] = [
     hasFreePlan: true,
     key: 'vyzer',
     name: 'Vyzer',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$348',
     slogan: 'Virtual Family Office for Smart Wealth Management'
   },
@@ -549,7 +560,7 @@ export const personalFinanceTools: Product[] = [
     key: 'wallmine',
     languages: ['English'],
     name: 'wallmine',
-    origin: `Czech Republic`,
+    origin: 'Czech Republic',
     pricingPerYear: '$600',
     slogan: 'Make Smarter Investments'
   },
@@ -567,7 +578,7 @@ export const personalFinanceTools: Product[] = [
     key: 'wealthica',
     languages: ['English', 'Français'],
     name: 'Wealthica',
-    origin: `Canada`,
+    origin: 'Canada',
     pricingPerYear: '$50',
     slogan: 'See all your investments in one place'
   },
@@ -577,13 +588,13 @@ export const personalFinanceTools: Product[] = [
     key: 'wealthy-tracker',
     languages: ['English'],
     name: 'Wealthy Tracker',
-    origin: `India`,
+    origin: 'India',
     slogan: 'One app to manage all your investments'
   },
   {
     key: 'whal',
     name: 'Whal',
-    origin: `United States`,
+    origin: 'United States',
     slogan: 'Manage your investments in one place'
   },
   {
@@ -594,8 +605,8 @@ export const personalFinanceTools: Product[] = [
     languages: ['Deutsch', 'English', 'Español', 'Français', 'Italiano'],
     name: 'yeekatee',
     note: 'yeekatee was discontinued in 2024',
-    origin: `Switzerland`,
+    origin: 'Switzerland',
-    regions: [`Global`],
+    regions: ['Global'],
     slogan: 'Connect. Share. Invest.'
   },
   {
@@ -604,7 +615,7 @@ export const personalFinanceTools: Product[] = [
     hasSelfHostingAbility: false,
     key: 'ynab',
     name: 'YNAB (You Need a Budget)',
-    origin: `United States`,
+    origin: 'United States',
     pricingPerYear: '$99',
     slogan: 'Change Your Relationship With Money'
   }

libs/common/src/lib/types/holding-view-mode.type.ts

@@ -1 +0,0 @@
-export type HoldingViewMode = 'CHART' | 'TABLE';

libs/common/src/lib/types/holdings-view-mode.type.ts

@@ -0,0 +1 @@
+export type HoldingsViewMode = 'CHART' | 'TABLE';

libs/common/src/lib/types/index.ts

@@ -8,7 +8,7 @@ import type { DateRange } from './date-range.type';
 import type { Granularity } from './granularity.type';
 import type { GroupBy } from './group-by.type';
 import type { HoldingType } from './holding-type.type';
-import type { HoldingViewMode } from './holding-view-mode.type';
+import type { HoldingsViewMode } from './holdings-view-mode.type';
 import type { MarketAdvanced } from './market-advanced.type';
 import type { MarketDataPreset } from './market-data-preset.type';
 import type { MarketState } from './market-state.type';
@@ -31,7 +31,7 @@ export type {
   Granularity,
   GroupBy,
   HoldingType,
-  HoldingViewMode,
+  HoldingsViewMode,
   Market,
   MarketAdvanced,
   MarketDataPreset,

libs/ui/src/lib/activities-table/activities-table.component.ts

@@ -3,7 +3,7 @@ import { GfAssetProfileIconComponent } from '@ghostfolio/client/components/asset
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { DEFAULT_PAGE_SIZE } from '@ghostfolio/common/config';
 import { getDateFormatString, getLocale } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 import { GfActivityTypeComponent } from '@ghostfolio/ui/activity-type';
 import { GfNoTransactionsInfoComponent } from '@ghostfolio/ui/no-transactions-info';
@@ -99,7 +99,7 @@ export class GfActivitiesTableComponent
   @Output() export = new EventEmitter<void>();
   @Output() exportDrafts = new EventEmitter<string[]>();
   @Output() import = new EventEmitter<void>();
-  @Output() importDividends = new EventEmitter<UniqueAsset>();
+  @Output() importDividends = new EventEmitter<AssetProfileIdentifier>();
   @Output() pageChanged = new EventEmitter<PageEvent>();
   @Output() selectedActivities = new EventEmitter<Activity[]>();
   @Output() sortChanged = new EventEmitter<Sort>();
@@ -263,7 +263,7 @@ export class GfActivitiesTableComponent
     alert(aComment);
   }
 
-  public onOpenPositionDialog({ dataSource, symbol }: UniqueAsset) {
+  public onOpenPositionDialog({ dataSource, symbol }: AssetProfileIdentifier) {
     this.router.navigate([], {
       queryParams: { dataSource, symbol, holdingDetailDialog: true }
     });

libs/ui/src/lib/assistant/interfaces/interfaces.ts

@@ -1,4 +1,4 @@
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 import { DateRange } from '@ghostfolio/common/types';
 
 export interface IDateRangeOption {
@@ -6,7 +6,7 @@ export interface IDateRangeOption {
   value: DateRange;
 }
 
-export interface ISearchResultItem extends UniqueAsset {
+export interface ISearchResultItem extends AssetProfileIdentifier {
   assetSubClassString: string;
   currency: string;
   name: string;

libs/ui/src/lib/benchmark/benchmark.component.ts

@@ -1,5 +1,9 @@
 import { getLocale, resolveMarketCondition } from '@ghostfolio/common/helper';
-import { Benchmark, UniqueAsset, User } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  Benchmark,
+  User
+} from '@ghostfolio/common/interfaces';
 import { translate } from '@ghostfolio/ui/i18n';
 import { GfTrendIndicatorComponent } from '@ghostfolio/ui/trend-indicator';
 import { GfValueComponent } from '@ghostfolio/ui/value';
@@ -84,7 +88,7 @@ export class GfBenchmarkComponent implements OnChanges, OnDestroy {
     }
   }
 
-  public onOpenBenchmarkDialog({ dataSource, symbol }: UniqueAsset) {
+  public onOpenBenchmarkDialog({ dataSource, symbol }: AssetProfileIdentifier) {
     this.router.navigate([], {
       queryParams: { dataSource, symbol, benchmarkDetailDialog: true }
     });
@@ -95,7 +99,10 @@ export class GfBenchmarkComponent implements OnChanges, OnDestroy {
     this.unsubscribeSubject.complete();
   }
 
-  private openBenchmarkDetailDialog({ dataSource, symbol }: UniqueAsset) {
+  private openBenchmarkDetailDialog({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     const dialogRef = this.dialog.open(GfBenchmarkDetailDialogComponent, {
       data: <BenchmarkDetailDialogParams>{
         dataSource,

libs/ui/src/lib/holdings-table/holdings-table.component.ts

@@ -2,7 +2,10 @@ import { GfAssetProfileIconComponent } from '@ghostfolio/client/components/asset
 import { GfHoldingDetailDialogComponent } from '@ghostfolio/client/components/holding-detail-dialog/holding-detail-dialog.component';
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { getLocale } from '@ghostfolio/common/helper';
-import { PortfolioPosition, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  PortfolioPosition
+} from '@ghostfolio/common/interfaces';
 import { GfNoTransactionsInfoComponent } from '@ghostfolio/ui/no-transactions-info';
 import { GfValueComponent } from '@ghostfolio/ui/value';
 
@@ -102,7 +105,7 @@ export class GfHoldingsTableComponent implements OnChanges, OnDestroy, OnInit {
     }
   }
 
-  public onOpenHoldingDialog({ dataSource, symbol }: UniqueAsset) {
+  public onOpenHoldingDialog({ dataSource, symbol }: AssetProfileIdentifier) {
     if (this.hasPermissionToOpenDetails) {
       this.router.navigate([], {
         queryParams: { dataSource, symbol, holdingDetailDialog: true }

libs/ui/src/lib/portfolio-proportion-chart/portfolio-proportion-chart.component.ts

@@ -1,7 +1,10 @@
 import { getTooltipOptions } from '@ghostfolio/common/chart-helper';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { getLocale, getTextColor } from '@ghostfolio/common/helper';
-import { PortfolioPosition, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  PortfolioPosition
+} from '@ghostfolio/common/interfaces';
 import { ColorScheme } from '@ghostfolio/common/types';
 import { translate } from '@ghostfolio/ui/i18n';
 
@@ -71,7 +74,7 @@ export class GfPortfolioProportionChartComponent
     };
   } = {};
 
-  @Output() proportionChartClicked = new EventEmitter<UniqueAsset>();
+  @Output() proportionChartClicked = new EventEmitter<AssetProfileIdentifier>();
 
   @ViewChild('chartCanvas') chartCanvas: ElementRef<HTMLCanvasElement>;
 

libs/ui/src/lib/treemap-chart/treemap-chart.component.ts

@@ -1,4 +1,8 @@
-import { PortfolioPosition, UniqueAsset } from '@ghostfolio/common/interfaces';
+import { getAnnualizedPerformancePercent } from '@ghostfolio/common/calculation-helper';
+import {
+  AssetProfileIdentifier,
+  PortfolioPosition
+} from '@ghostfolio/common/interfaces';
 
 import { CommonModule } from '@angular/common';
 import {
@@ -14,10 +18,12 @@ import {
   ViewChild
 } from '@angular/core';
 import { DataSource } from '@prisma/client';
+import { Big } from 'big.js';
 import { ChartConfiguration } from 'chart.js';
 import { LinearScale } from 'chart.js';
 import { Chart } from 'chart.js';
 import { TreemapController, TreemapElement } from 'chartjs-chart-treemap';
+import { differenceInDays } from 'date-fns';
 import { orderBy } from 'lodash';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
@@ -37,10 +43,12 @@ export class GfTreemapChartComponent
   @Input() cursor: string;
   @Input() holdings: PortfolioPosition[];
 
-  @Output() treemapChartClicked = new EventEmitter<UniqueAsset>();
+  @Output() treemapChartClicked = new EventEmitter<AssetProfileIdentifier>();
 
   @ViewChild('chartCanvas') chartCanvas: ElementRef<HTMLCanvasElement>;
 
+  public static readonly HEAT_MULTIPLIER = 5;
+
   public chart: Chart<'treemap'>;
   public isLoading = true;
 
@@ -71,24 +79,52 @@ export class GfTreemapChartComponent
       datasets: [
         {
           backgroundColor(ctx) {
-            const netPerformancePercentWithCurrencyEffect =
+            const annualizedNetPerformancePercentWithCurrencyEffect =
-              ctx.raw._data.netPerformancePercentWithCurrencyEffect;
+              getAnnualizedPerformancePercent({
-
+                daysInMarket: differenceInDays(
-            if (netPerformancePercentWithCurrencyEffect > 0.03) {
+                  new Date(),
+                  ctx.raw._data.dateOfFirstActivity
+                ),
+                netPerformancePercentage: new Big(
+                  ctx.raw._data.netPerformancePercentWithCurrencyEffect
+                )
+              }).toNumber();
+
+            if (
+              annualizedNetPerformancePercentWithCurrencyEffect >
+              0.03 * GfTreemapChartComponent.HEAT_MULTIPLIER
+            ) {
               return green[9];
-            } else if (netPerformancePercentWithCurrencyEffect > 0.02) {
+            } else if (
+              annualizedNetPerformancePercentWithCurrencyEffect >
+              0.02 * GfTreemapChartComponent.HEAT_MULTIPLIER
+            ) {
               return green[7];
-            } else if (netPerformancePercentWithCurrencyEffect > 0.01) {
+            } else if (
+              annualizedNetPerformancePercentWithCurrencyEffect >
+              0.01 * GfTreemapChartComponent.HEAT_MULTIPLIER
+            ) {
               return green[5];
-            } else if (netPerformancePercentWithCurrencyEffect > 0) {
+            } else if (annualizedNetPerformancePercentWithCurrencyEffect > 0) {
               return green[3];
-            } else if (netPerformancePercentWithCurrencyEffect === 0) {
+            } else if (
+              annualizedNetPerformancePercentWithCurrencyEffect === 0
+            ) {
               return gray[3];
-            } else if (netPerformancePercentWithCurrencyEffect > -0.01) {
+            } else if (
+              annualizedNetPerformancePercentWithCurrencyEffect >
+              -0.01 * GfTreemapChartComponent.HEAT_MULTIPLIER
+            ) {
               return red[3];
-            } else if (netPerformancePercentWithCurrencyEffect > -0.02) {
+            } else if (
+              annualizedNetPerformancePercentWithCurrencyEffect >
+              -0.02 * GfTreemapChartComponent.HEAT_MULTIPLIER
+            ) {
               return red[5];
-            } else if (netPerformancePercentWithCurrencyEffect > -0.03) {
+            } else if (
+              annualizedNetPerformancePercentWithCurrencyEffect >
+              -0.03 * GfTreemapChartComponent.HEAT_MULTIPLIER
+            ) {
               return red[7];
             } else {
               return red[9];

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "2.99.0",
+  "version": "2.101.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",
@@ -152,16 +152,16 @@
     "@angular/pwa": "18.1.1",
     "@nestjs/schematics": "10.0.1",
     "@nestjs/testing": "10.1.3",
-    "@nx/angular": "19.5.1",
+    "@nx/angular": "19.5.6",
-    "@nx/cypress": "19.5.1",
+    "@nx/cypress": "19.5.6",
-    "@nx/eslint-plugin": "19.5.1",
+    "@nx/eslint-plugin": "19.5.6",
-    "@nx/jest": "19.5.1",
+    "@nx/jest": "19.5.6",
-    "@nx/js": "19.5.1",
+    "@nx/js": "19.5.6",
-    "@nx/nest": "19.5.1",
+    "@nx/nest": "19.5.6",
-    "@nx/node": "19.5.1",
+    "@nx/node": "19.5.6",
-    "@nx/storybook": "19.5.1",
+    "@nx/storybook": "19.5.6",
-    "@nx/web": "19.5.1",
+    "@nx/web": "19.5.6",
-    "@nx/workspace": "19.5.1",
+    "@nx/workspace": "19.5.6",
     "@schematics/angular": "18.1.1",
     "@simplewebauthn/types": "9.0.1",
     "@storybook/addon-essentials": "8.2.6",
@@ -190,7 +190,7 @@
     "jest": "29.7.0",
     "jest-environment-jsdom": "29.7.0",
     "jest-preset-angular": "14.1.0",
-    "nx": "19.5.1",
+    "nx": "19.5.6",
     "prettier": "3.3.3",
     "prettier-plugin-organize-attributes": "1.0.0",
     "react": "18.2.0",