- |
-
- |
+ |
@if (element.error) {
diff --git a/libs/ui/src/lib/fire-calculator/fire-calculator.component.html b/libs/ui/src/lib/fire-calculator/fire-calculator.component.html
index ef4722255..4f9ac456c 100644
--- a/libs/ui/src/lib/fire-calculator/fire-calculator.component.html
+++ b/libs/ui/src/lib/fire-calculator/fire-calculator.component.html
@@ -52,8 +52,7 @@
startView="multi-year"
[disabled]="hasPermissionToUpdateUserSettings !== true"
(monthSelected)="setMonthAndYear($event, datepicker)"
- >
-
+ />
diff --git a/libs/ui/src/lib/value/value.component.html b/libs/ui/src/lib/value/value.component.html
index 1f61f30e5..14080c16d 100644
--- a/libs/ui/src/lib/value/value.component.html
+++ b/libs/ui/src/lib/value/value.component.html
@@ -4,7 +4,7 @@
}
-
+
@if (value || value === 0 || value === null) {
-
+
@if (subLabel) {
{{ subLabel }}
}
} @else {
-
+
}
As seen in
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
diff --git a/apps/client/src/app/pages/landing/landing-page.scss b/apps/client/src/app/pages/landing/landing-page.scss
index 4c0c14efd..35f362b0f 100644
--- a/apps/client/src/app/pages/landing/landing-page.scss
+++ b/apps/client/src/app/pages/landing/landing-page.scss
@@ -34,69 +34,6 @@
&.logo-agplv3 {
mask-image: url('/assets/images/logo-AGPLv3.svg');
}
-
- &.logo-alternative-to {
- mask-image: url('/assets/images/logo-alternative-to.svg');
- }
-
- &.logo-awesome {
- background-image: url('/assets/images/logo-awesome.png');
- background-position: center;
- background-repeat: no-repeat;
- background-size: contain;
- filter: grayscale(1);
- }
-
- &.logo-dev-community {
- mask-image: url('/assets/images/logo-dev-community.svg');
- }
-
- &.logo-hacker-news {
- mask-image: url('/assets/images/logo-hacker-news.svg');
- }
-
- &.logo-openalternative {
- mask-image: url('/assets/images/logo-openalternative.svg');
- }
-
- &.logo-privacy-tools {
- mask-image: url('/assets/images/logo-privacy-tools.svg');
- }
-
- &.logo-product-hunt {
- background-image: url('/assets/images/logo-product-hunt.png');
- background-position: center;
- background-repeat: no-repeat;
- background-size: contain;
- filter: grayscale(1);
- }
-
- &.logo-reddit {
- mask-image: url('/assets/images/logo-reddit.svg');
- max-height: 1rem;
- }
-
- &.logo-sackgeld {
- mask-image: url('/assets/images/logo-sackgeld.png');
- }
-
- &.logo-selfh-st {
- mask-image: url('/assets/images/logo-selfh-st.svg');
- max-height: 1.25rem;
- }
-
- &.logo-sourceforge {
- mask-image: url('/assets/images/logo-sourceforge.svg');
- }
-
- &.logo-umbrel {
- mask-image: url('/assets/images/logo-umbrel.svg');
- max-height: 1.5rem;
- }
-
- &.logo-unraid {
- mask-image: url('/assets/images/logo-unraid.svg');
- }
}
.outro-inner-container {
@@ -128,18 +65,7 @@
}
.logo {
- &.logo-agplv3,
- &.logo-alternative-to,
- &.logo-dev-community,
- &.logo-hacker-news,
- &.logo-openalternative,
- &.logo-privacy-tools,
- &.logo-reddit,
- &.logo-sackgeld,
- &.logo-selfh-st,
- &.logo-sourceforge,
- &.logo-umbrel,
- &.logo-unraid {
+ &.logo-agplv3 {
background-color: rgba(var(--light-primary-text));
}
}
diff --git a/libs/ui/src/lib/logo-carousel/index.ts b/libs/ui/src/lib/logo-carousel/index.ts
new file mode 100644
index 000000000..e69f6039c
--- /dev/null
+++ b/libs/ui/src/lib/logo-carousel/index.ts
@@ -0,0 +1 @@
+export * from './logo-carousel.component';
diff --git a/libs/ui/src/lib/logo-carousel/interfaces/interfaces.ts b/libs/ui/src/lib/logo-carousel/interfaces/interfaces.ts
new file mode 100644
index 000000000..43dcfeefd
--- /dev/null
+++ b/libs/ui/src/lib/logo-carousel/interfaces/interfaces.ts
@@ -0,0 +1,7 @@
+export interface LogoItem {
+ className: string;
+ isMask?: boolean;
+ name: string;
+ title: string;
+ url: string;
+}
diff --git a/libs/ui/src/lib/logo-carousel/logo-carousel.component.html b/libs/ui/src/lib/logo-carousel/logo-carousel.component.html
new file mode 100644
index 000000000..79b4ca11b
--- /dev/null
+++ b/libs/ui/src/lib/logo-carousel/logo-carousel.component.html
@@ -0,0 +1,16 @@
+
+
+ @for (logo of logosRepeated; track $index) {
+
+ }
+
+
Liabilities
- @if (summary?.liabilities || summary?.liabilities === 0) {
+ @if (
+ summary?.liabilitiesInBaseCurrency ||
+ summary?.liabilitiesInBaseCurrency === 0
+ ) {
-
}
diff --git a/libs/common/src/lib/interfaces/portfolio-summary.interface.ts b/libs/common/src/lib/interfaces/portfolio-summary.interface.ts
index 05fac0ba0..092a4bb97 100644
--- a/libs/common/src/lib/interfaces/portfolio-summary.interface.ts
+++ b/libs/common/src/lib/interfaces/portfolio-summary.interface.ts
@@ -21,7 +21,7 @@ export interface PortfolioSummary extends PortfolioPerformance {
grossPerformance: number;
grossPerformanceWithCurrencyEffect: number;
interest: number;
- liabilities: number;
+ liabilitiesInBaseCurrency: number;
totalBuy: number;
totalSell: number;
totalValueInBaseCurrency?: number;
From 02ef4dc8d9daad84044f3d6b80e0adc468eeb111 Mon Sep 17 00:00:00 2001
From: steffenrapp <88974099+steffenrapp@users.noreply.github.com>
Date: Sun, 12 Oct 2025 08:41:32 +0200
Subject: [PATCH 16/32] Task/disable zoom in PWA (#5735)
* Disable zoom in PWA
* Update changelog
---
CHANGELOG.md | 6 ++++++
apps/client/src/index.html | 2 +-
2 files changed, 7 insertions(+), 1 deletion(-)
diff --git a/CHANGELOG.md b/CHANGELOG.md
index ce142e8e8..c36963d66 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -5,6 +5,12 @@ 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
+
+- Disabled zoom in PWA
+
## 2.208.0 - 2025-10-11
### Added
diff --git a/apps/client/src/index.html b/apps/client/src/index.html
index cfdcbc4c8..c923e3e0c 100644
--- a/apps/client/src/index.html
+++ b/apps/client/src/index.html
@@ -13,7 +13,7 @@
From 02ca2eca284d5572848063cde976ef057a8062e8 Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Sun, 12 Oct 2025 08:56:13 +0200
Subject: [PATCH 17/32] Task/improve changelog entry (#5738)
* Update changelog
---
CHANGELOG.md | 2 +-
1 file changed, 1 insertion(+), 1 deletion(-)
diff --git a/CHANGELOG.md b/CHANGELOG.md
index c36963d66..28818fdfe 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -9,7 +9,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
-- Disabled zoom in PWA
+- Disabled the zoom functionality in the _Progressive Web App_ (PWA)
## 2.208.0 - 2025-10-11
From 5c7d34821e465017ff5e77a361230b47bb0c7eb1 Mon Sep 17 00:00:00 2001
From: David Requeno <108202767+DavidReque@users.noreply.github.com>
Date: Sun, 12 Oct 2025 01:30:00 -0600
Subject: [PATCH 18/32] Feature/set up Storybook story for holdings table
component (#5697)
* Set up Storybook story for holdings table component
* Update changelog
---
CHANGELOG.md | 4 +
.../holdings-table.component.stories.ts | 62 ++++
libs/ui/src/lib/mocks/holdings.ts | 293 +++++++++++++++
.../treemap-chart.component.stories.ts | 351 +-----------------
4 files changed, 361 insertions(+), 349 deletions(-)
create mode 100644 libs/ui/src/lib/holdings-table/holdings-table.component.stories.ts
create mode 100644 libs/ui/src/lib/mocks/holdings.ts
diff --git a/CHANGELOG.md b/CHANGELOG.md
index 28818fdfe..529d6f83a 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -7,6 +7,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
## Unreleased
+### Added
+
+- Added a _Storybook_ story for the holdings table component
+
### Changed
- Disabled the zoom functionality in the _Progressive Web App_ (PWA)
diff --git a/libs/ui/src/lib/holdings-table/holdings-table.component.stories.ts b/libs/ui/src/lib/holdings-table/holdings-table.component.stories.ts
new file mode 100644
index 000000000..37e73e9e4
--- /dev/null
+++ b/libs/ui/src/lib/holdings-table/holdings-table.component.stories.ts
@@ -0,0 +1,62 @@
+import { CommonModule } from '@angular/common';
+import { MatButtonModule } from '@angular/material/button';
+import { MatDialogModule } from '@angular/material/dialog';
+import { MatPaginatorModule } from '@angular/material/paginator';
+import { MatSortModule } from '@angular/material/sort';
+import { MatTableModule } from '@angular/material/table';
+import { moduleMetadata } from '@storybook/angular';
+import type { Meta, StoryObj } from '@storybook/angular';
+import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
+
+import { GfEntityLogoComponent } from '../entity-logo';
+import { holdings } from '../mocks/holdings';
+import { GfValueComponent } from '../value';
+import { GfHoldingsTableComponent } from './holdings-table.component';
+
+export default {
+ title: 'Holdings Table',
+ component: GfHoldingsTableComponent,
+ decorators: [
+ moduleMetadata({
+ imports: [
+ CommonModule,
+ GfEntityLogoComponent,
+ GfValueComponent,
+ MatButtonModule,
+ MatDialogModule,
+ MatPaginatorModule,
+ MatSortModule,
+ MatTableModule,
+ NgxSkeletonLoaderModule
+ ]
+ })
+ ]
+} as Meta;
+
+type Story = StoryObj;
+
+export const Loading: Story = {
+ args: {
+ holdings: undefined,
+ baseCurrency: 'USD',
+ deviceType: 'desktop',
+ hasPermissionToOpenDetails: false,
+ hasPermissionToShowQuantities: true,
+ hasPermissionToShowValues: true,
+ locale: 'en-US',
+ pageSize: Number.MAX_SAFE_INTEGER
+ }
+};
+
+export const Default: Story = {
+ args: {
+ holdings,
+ baseCurrency: 'USD',
+ deviceType: 'desktop',
+ hasPermissionToOpenDetails: false,
+ hasPermissionToShowQuantities: true,
+ hasPermissionToShowValues: true,
+ locale: 'en-US',
+ pageSize: Number.MAX_SAFE_INTEGER
+ }
+};
diff --git a/libs/ui/src/lib/mocks/holdings.ts b/libs/ui/src/lib/mocks/holdings.ts
new file mode 100644
index 000000000..6e8485c82
--- /dev/null
+++ b/libs/ui/src/lib/mocks/holdings.ts
@@ -0,0 +1,293 @@
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+
+export const holdings: PortfolioPosition[] = [
+ {
+ allocationInPercentage: 0.042990776363386086,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'STOCK' as any,
+ assetSubClassLabel: 'Stock',
+ countries: [
+ {
+ code: 'US',
+ weight: 1,
+ continent: 'North America',
+ name: 'United States'
+ }
+ ],
+ currency: 'USD',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2021-12-01T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 3856,
+ grossPerformancePercent: 0.46047289228564603,
+ grossPerformancePercentWithCurrencyEffect: 0.46047289228564603,
+ grossPerformanceWithCurrencyEffect: 3856,
+ holdings: [],
+ investment: 8374,
+ marketPrice: 244.6,
+ name: 'Apple Inc',
+ netPerformance: 3855,
+ netPerformancePercent: 0.460353475041796,
+ netPerformancePercentWithCurrencyEffect: 0.036440677966101696,
+ netPerformanceWithCurrencyEffect: 430,
+ quantity: 50,
+ sectors: [
+ {
+ name: 'Technology',
+ weight: 1
+ }
+ ],
+ symbol: 'AAPL',
+ tags: [],
+ transactionCount: 1,
+ url: 'https://www.apple.com',
+ valueInBaseCurrency: 12230
+ },
+ {
+ allocationInPercentage: 0.02377401948293552,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'STOCK' as any,
+ assetSubClassLabel: 'Stock',
+ countries: [
+ {
+ code: 'DE',
+ weight: 1,
+ continent: 'Europe',
+ name: 'Germany'
+ }
+ ],
+ currency: 'EUR',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2021-04-23T00:00:00.000Z'),
+ dividend: 192,
+ grossPerformance: 2226.700251889169,
+ grossPerformancePercent: 0.49083842309827874,
+ grossPerformancePercentWithCurrencyEffect: 0.29306136948826367,
+ grossPerformanceWithCurrencyEffect: 1532.8272791336772,
+ holdings: [],
+ investment: 4536.523929471033,
+ marketPrice: 322.2,
+ name: 'Allianz SE',
+ netPerformance: 2222.2921914357685,
+ netPerformancePercent: 0.48986674069961134,
+ netPerformancePercentWithCurrencyEffect: 0.034489367670592026,
+ netPerformanceWithCurrencyEffect: 225.48257403052068,
+ quantity: 20,
+ sectors: [
+ {
+ name: 'Financial Services',
+ weight: 1
+ }
+ ],
+ symbol: 'ALV.DE',
+ tags: [],
+ transactionCount: 2,
+ url: 'https://www.allianz.com',
+ valueInBaseCurrency: 6763.224181360202
+ },
+ {
+ allocationInPercentage: 0.08038536990007467,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'STOCK' as any,
+ assetSubClassLabel: 'Stock',
+ countries: [
+ {
+ code: 'US',
+ weight: 1,
+ continent: 'North America',
+ name: 'United States'
+ }
+ ],
+ currency: 'USD',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2018-10-01T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 12758.05,
+ grossPerformancePercent: 1.2619300787837724,
+ grossPerformancePercentWithCurrencyEffect: 1.2619300787837724,
+ grossPerformanceWithCurrencyEffect: 12758.05,
+ holdings: [],
+ investment: 10109.95,
+ marketPrice: 228.68,
+ name: 'Amazon.com, Inc.',
+ netPerformance: 12677.26,
+ netPerformancePercent: 1.253938941339967,
+ netPerformancePercentWithCurrencyEffect: -0.037866008722316276,
+ netPerformanceWithCurrencyEffect: -899.99926757812,
+ quantity: 100,
+ sectors: [
+ {
+ name: 'Consumer Discretionary',
+ weight: 1
+ }
+ ],
+ symbol: 'AMZN',
+ tags: [],
+ transactionCount: 1,
+ url: 'https://www.aboutamazon.com',
+ valueInBaseCurrency: 22868
+ },
+ {
+ allocationInPercentage: 0.19216416482928922,
+ assetClass: 'LIQUIDITY' as any,
+ assetClassLabel: 'Liquidity',
+ assetSubClass: 'CRYPTOCURRENCY' as any,
+ assetSubClassLabel: 'Cryptocurrency',
+ countries: [],
+ currency: 'USD',
+ dataSource: 'COINGECKO' as any,
+ dateOfFirstActivity: new Date('2017-08-16T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 52666.7898248,
+ grossPerformancePercent: 26.333394912400003,
+ grossPerformancePercentWithCurrencyEffect: 26.333394912400003,
+ grossPerformanceWithCurrencyEffect: 52666.7898248,
+ holdings: [],
+ investment: 1999.9999999999998,
+ marketPrice: 97364,
+ name: 'Bitcoin',
+ netPerformance: 52636.8898248,
+ netPerformancePercent: 26.3184449124,
+ netPerformancePercentWithCurrencyEffect: -0.04760906442310894,
+ netPerformanceWithCurrencyEffect: -2732.737808972287,
+ quantity: 0.5614682,
+ sectors: [],
+ symbol: 'bitcoin',
+ tags: [],
+ transactionCount: 1,
+ url: null,
+ valueInBaseCurrency: 54666.7898248
+ },
+ {
+ allocationInPercentage: 0.04307127421937313,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'STOCK' as any,
+ assetSubClassLabel: 'Stock',
+ countries: [
+ {
+ code: 'US',
+ weight: 1,
+ continent: 'North America',
+ name: 'United States'
+ }
+ ],
+ currency: 'USD',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2023-01-03T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 5065.5,
+ grossPerformancePercent: 0.7047750229568411,
+ grossPerformancePercentWithCurrencyEffect: 0.7047750229568411,
+ grossPerformanceWithCurrencyEffect: 5065.5,
+ holdings: [],
+ investment: 7187.4,
+ marketPrice: 408.43,
+ name: 'Microsoft Corporation',
+ netPerformance: 5065.5,
+ netPerformancePercent: 0.7047750229568411,
+ netPerformancePercentWithCurrencyEffect: -0.015973588391056275,
+ netPerformanceWithCurrencyEffect: -198.899926757814,
+ quantity: 30,
+ sectors: [
+ {
+ name: 'Technology',
+ weight: 1
+ }
+ ],
+ symbol: 'MSFT',
+ tags: [],
+ transactionCount: 1,
+ url: 'https://www.microsoft.com',
+ valueInBaseCurrency: 12252.9
+ },
+ {
+ allocationInPercentage: 0.18762679306394897,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'STOCK' as any,
+ assetSubClassLabel: 'Stock',
+ countries: [
+ {
+ code: 'US',
+ weight: 1,
+ continent: 'North America',
+ name: 'United States'
+ }
+ ],
+ currency: 'USD',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2017-01-03T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 51227.500000005,
+ grossPerformancePercent: 23.843379101756675,
+ grossPerformancePercentWithCurrencyEffect: 23.843379101756675,
+ grossPerformanceWithCurrencyEffect: 51227.500000005,
+ holdings: [],
+ investment: 2148.499999995,
+ marketPrice: 355.84,
+ name: 'Tesla, Inc.',
+ netPerformance: 51197.500000005,
+ netPerformancePercent: 23.829415871596066,
+ netPerformancePercentWithCurrencyEffect: -0.12051410125545206,
+ netPerformanceWithCurrencyEffect: -7314.00091552734,
+ quantity: 150,
+ sectors: [
+ {
+ name: 'Consumer Discretionary',
+ weight: 1
+ }
+ ],
+ symbol: 'TSLA',
+ tags: [],
+ transactionCount: 1,
+ url: 'https://www.tesla.com',
+ valueInBaseCurrency: 53376
+ },
+ {
+ allocationInPercentage: 0.053051250766657634,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'ETF' as any,
+ assetSubClassLabel: 'ETF',
+ countries: [
+ {
+ code: 'US',
+ weight: 1,
+ continent: 'North America',
+ name: 'United States'
+ }
+ ],
+ currency: 'USD',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2019-03-01T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 6845.8,
+ grossPerformancePercent: 1.0164758094605268,
+ grossPerformancePercentWithCurrencyEffect: 1.0164758094605268,
+ grossPerformanceWithCurrencyEffect: 6845.8,
+ holdings: [],
+ investment: 8246.2,
+ marketPrice: 301.84,
+ name: 'Vanguard Total Stock Market Index Fund ETF Shares',
+ netPerformance: 6746.3,
+ netPerformancePercent: 1.0017018833976383,
+ netPerformancePercentWithCurrencyEffect: 0.01085061564051406,
+ netPerformanceWithCurrencyEffect: 161.99969482422,
+ quantity: 50,
+ sectors: [
+ {
+ name: 'Equity',
+ weight: 1
+ }
+ ],
+ symbol: 'VTI',
+ tags: [],
+ transactionCount: 5,
+ url: 'https://www.vanguard.com',
+ valueInBaseCurrency: 15092
+ }
+];
diff --git a/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts b/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts
index 2000b4f98..c8951ce6b 100644
--- a/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts
+++ b/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts
@@ -4,6 +4,7 @@ import { moduleMetadata } from '@storybook/angular';
import type { Meta, StoryObj } from '@storybook/angular';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
+import { holdings } from '../mocks/holdings';
import { GfTreemapChartComponent } from './treemap-chart.component';
export default {
@@ -34,359 +35,11 @@ type Story = StoryObj;
export const Default: Story = {
args: {
+ holdings,
baseCurrency: 'USD',
colorScheme: 'LIGHT',
cursor: undefined,
dateRange: 'mtd',
- holdings: [
- {
- allocationInPercentage: 0.042990776363386086,
- assetClass: 'EQUITY',
- assetSubClass: 'STOCK',
- countries: [],
- currency: 'USD',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2021-12-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 3856,
- grossPerformancePercent: 0.46047289228564603,
- grossPerformancePercentWithCurrencyEffect: 0.46047289228564603,
- grossPerformanceWithCurrencyEffect: 3856,
- holdings: [],
- investment: 8374,
- marketPrice: 244.6,
- name: 'Apple Inc',
- netPerformance: 3855,
- netPerformancePercent: 0.460353475041796,
- netPerformancePercentWithCurrencyEffect: 0.036440677966101696,
- netPerformanceWithCurrencyEffect: 430,
- quantity: 50,
- sectors: [],
- symbol: 'AAPL',
- tags: [],
- transactionCount: 1,
- url: 'https://www.apple.com',
- valueInBaseCurrency: 12230
- },
- {
- allocationInPercentage: 0.02377401948293552,
- assetClass: 'EQUITY',
- assetSubClass: 'STOCK',
- countries: [],
- currency: 'EUR',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2021-04-23T00:00:00.000Z'),
- dividend: 192,
- grossPerformance: 2226.700251889169,
- grossPerformancePercent: 0.49083842309827874,
- grossPerformancePercentWithCurrencyEffect: 0.29306136948826367,
- grossPerformanceWithCurrencyEffect: 1532.8272791336772,
- holdings: [],
- investment: 4536.523929471033,
- marketPrice: 322.2,
- name: 'Allianz SE',
- netPerformance: 2222.2921914357685,
- netPerformancePercent: 0.48986674069961134,
- netPerformancePercentWithCurrencyEffect: 0.034489367670592026,
- netPerformanceWithCurrencyEffect: 225.48257403052068,
- quantity: 20,
- sectors: [],
- symbol: 'ALV.DE',
- tags: [],
- transactionCount: 2,
- url: 'https://www.allianz.com',
- valueInBaseCurrency: 6763.224181360202
- },
- {
- allocationInPercentage: 0.08038536990007467,
- assetClass: 'EQUITY',
- assetSubClass: 'STOCK',
- countries: [],
- currency: 'USD',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2018-10-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 12758.05,
- grossPerformancePercent: 1.2619300787837724,
- grossPerformancePercentWithCurrencyEffect: 1.2619300787837724,
- grossPerformanceWithCurrencyEffect: 12758.05,
- holdings: [],
- investment: 10109.95,
- marketPrice: 228.68,
- name: 'Amazon.com, Inc.',
- netPerformance: 12677.26,
- netPerformancePercent: 1.253938941339967,
- netPerformancePercentWithCurrencyEffect: -0.037866008722316276,
- netPerformanceWithCurrencyEffect: -899.99926757812,
- quantity: 100,
- sectors: [],
- symbol: 'AMZN',
- tags: [],
- transactionCount: 1,
- url: 'https://www.aboutamazon.com',
- valueInBaseCurrency: 22868
- },
- {
- allocationInPercentage: 0.19216416482928922,
- assetClass: 'LIQUIDITY',
- assetSubClass: 'CRYPTOCURRENCY',
- countries: [],
- currency: 'USD',
- dataSource: 'COINGECKO',
- dateOfFirstActivity: new Date('2017-08-16T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 52666.7898248,
- grossPerformancePercent: 26.333394912400003,
- grossPerformancePercentWithCurrencyEffect: 26.333394912400003,
- grossPerformanceWithCurrencyEffect: 52666.7898248,
- holdings: [],
- investment: 1999.9999999999998,
- marketPrice: 97364,
- name: 'Bitcoin',
- netPerformance: 52636.8898248,
- netPerformancePercent: 26.3184449124,
- netPerformancePercentWithCurrencyEffect: -0.04760906442310894,
- netPerformanceWithCurrencyEffect: -2732.737808972287,
- quantity: 0.5614682,
- sectors: [],
- symbol: 'bitcoin',
- tags: [],
- transactionCount: 1,
- url: null,
- valueInBaseCurrency: 54666.7898248
- },
- {
- allocationInPercentage: 0.007378652850073097,
- assetClass: 'FIXED_INCOME',
- assetSubClass: 'BOND',
- countries: [],
- currency: 'EUR',
- dataSource: 'MANUAL',
- dateOfFirstActivity: new Date('2021-02-01T00:00:00.000Z'),
- dividend: 11.45,
- grossPerformance: 0,
- grossPerformancePercent: 0,
- grossPerformancePercentWithCurrencyEffect: -0.1247202380342517,
- grossPerformanceWithCurrencyEffect: -258.2576430160448,
- holdings: [],
- investment: 2099.0764063811926,
- marketPrice: 1,
- name: 'Bondora Go & Grow',
- netPerformance: 0,
- netPerformancePercent: 0,
- netPerformancePercentWithCurrencyEffect: 0.009445843828715519,
- netPerformanceWithCurrencyEffect: 19.6420125363184,
- quantity: 2000,
- sectors: [],
- symbol: 'BONDORA_GO_AND_GROW',
- tags: [],
- transactionCount: 5,
- url: null,
- valueInBaseCurrency: 2099.0764063811926
- },
- {
- allocationInPercentage: 0.07787531695543741,
- assetClass: 'EQUITY',
- assetSubClass: 'ETF',
- countries: [],
- currency: 'CHF',
- dataSource: 'MANUAL',
- dateOfFirstActivity: new Date('2021-04-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 4550.843985045582,
- grossPerformancePercent: 0.3631417324494093,
- grossPerformancePercentWithCurrencyEffect: 0.42037247857285137,
- grossPerformanceWithCurrencyEffect: 5107.057936556927,
- holdings: [],
- investment: 17603.097090932337,
- marketPrice: 188.22,
- name: 'frankly Extreme 95 Index',
- netPerformance: 4550.843985045582,
- netPerformancePercent: 0.3631417324494093,
- netPerformancePercentWithCurrencyEffect: 0.026190604904358043,
- netPerformanceWithCurrencyEffect: 565.4165171873152,
- quantity: 105.87328656807,
- sectors: [],
- symbol: 'FRANKLY95P',
- tags: [],
- transactionCount: 6,
- url: 'https://www.frankly.ch',
- valueInBaseCurrency: 22153.941075977917
- },
- {
- allocationInPercentage: 0.04307127421937313,
- assetClass: 'EQUITY',
- assetSubClass: 'STOCK',
- countries: [],
- currency: 'USD',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2023-01-03T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 5065.5,
- grossPerformancePercent: 0.7047750229568411,
- grossPerformancePercentWithCurrencyEffect: 0.7047750229568411,
- grossPerformanceWithCurrencyEffect: 5065.5,
- holdings: [],
- investment: 7187.4,
- marketPrice: 408.43,
- name: 'Microsoft Corporation',
- netPerformance: 5065.5,
- netPerformancePercent: 0.7047750229568411,
- netPerformancePercentWithCurrencyEffect: -0.015973588391056275,
- netPerformanceWithCurrencyEffect: -198.899926757814,
- quantity: 30,
- sectors: [],
- symbol: 'MSFT',
- tags: [],
- transactionCount: 1,
- url: 'https://www.microsoft.com',
- valueInBaseCurrency: 12252.9
- },
- {
- allocationInPercentage: 0.18762679306394897,
- assetClass: 'EQUITY',
- assetSubClass: 'STOCK',
- countries: [],
- currency: 'USD',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2017-01-03T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 51227.500000005,
- grossPerformancePercent: 23.843379101756675,
- grossPerformancePercentWithCurrencyEffect: 23.843379101756675,
- grossPerformanceWithCurrencyEffect: 51227.500000005,
- holdings: [],
- investment: 2148.499999995,
- marketPrice: 355.84,
- name: 'Tesla, Inc.',
- netPerformance: 51197.500000005,
- netPerformancePercent: 23.829415871596066,
- netPerformancePercentWithCurrencyEffect: -0.12051410125545206,
- netPerformanceWithCurrencyEffect: -7314.00091552734,
- quantity: 150,
- sectors: [],
- symbol: 'TSLA',
- tags: [],
- transactionCount: 1,
- url: 'https://www.tesla.com',
- valueInBaseCurrency: 53376
- },
- {
- allocationInPercentage: 0.053051250766657634,
- assetClass: 'EQUITY',
- assetSubClass: 'ETF',
- countries: [],
- currency: 'USD',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2019-03-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 6845.8,
- grossPerformancePercent: 1.0164758094605268,
- grossPerformancePercentWithCurrencyEffect: 1.0164758094605268,
- grossPerformanceWithCurrencyEffect: 6845.8,
- holdings: [],
- investment: 8246.2,
- marketPrice: 301.84,
- name: 'Vanguard Total Stock Market Index Fund ETF Shares',
- netPerformance: 6746.3,
- netPerformancePercent: 1.0017018833976383,
- netPerformancePercentWithCurrencyEffect: 0.01085061564051406,
- netPerformanceWithCurrencyEffect: 161.99969482422,
- quantity: 50,
- sectors: [],
- symbol: 'VTI',
- tags: [],
- transactionCount: 5,
- url: 'https://www.vanguard.com',
- valueInBaseCurrency: 15092
- },
- {
- allocationInPercentage: 0.0836576192450555,
- assetClass: 'EQUITY',
- assetSubClass: 'ETF',
- countries: [],
- currency: 'CHF',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2018-03-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 6462.42356864925,
- grossPerformancePercent: 0.5463044783973836,
- grossPerformancePercentWithCurrencyEffect: 0.6282343505275325,
- grossPerformanceWithCurrencyEffect: 7121.935580698947,
- holdings: [],
- investment: 17336.464702612564,
- marketPrice: 129.74,
- name: 'Vanguard FTSE All-World UCITS ETF',
- netPerformance: 6373.040578098944,
- netPerformancePercent: 0.5387484388540966,
- netPerformancePercentWithCurrencyEffect: 0.008409682389650015,
- netPerformanceWithCurrencyEffect: 198.47200506226807,
- quantity: 165,
- sectors: [],
- symbol: 'VWRL.SW',
- tags: [],
- transactionCount: 5,
- url: 'https://www.vanguard.com',
- valueInBaseCurrency: 23798.888271261814
- },
- {
- allocationInPercentage: 0.03265192235898284,
- assetClass: 'EQUITY',
- assetSubClass: 'ETF',
- countries: [],
- currency: 'EUR',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2021-08-19T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 3112.7991183879094,
- grossPerformancePercent: 0.5040147846036197,
- grossPerformancePercentWithCurrencyEffect: 0.3516875105542396,
- grossPerformanceWithCurrencyEffect: 2416.799201046856,
- holdings: [],
- investment: 6176.007556675063,
- marketPrice: 118.005,
- name: 'Xtrackers MSCI World UCITS ETF 1C',
- netPerformance: 3081.4179261125105,
- netPerformancePercent: 0.4989336392216841,
- netPerformancePercentWithCurrencyEffect: 0.006460676966633529,
- netPerformanceWithCurrencyEffect: 59.626750161726044,
- quantity: 75,
- sectors: [],
- symbol: 'XDWD.DE',
- tags: [],
- transactionCount: 1,
- url: null,
- valueInBaseCurrency: 9288.806675062973
- },
- {
- allocationInPercentage: 0.17537283996478595,
- assetClass: 'LIQUIDITY',
- assetSubClass: 'CASH',
- countries: [],
- currency: 'USD',
- dataSource: 'MANUAL',
- dateOfFirstActivity: new Date('2021-04-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 0,
- grossPerformancePercent: 0,
- grossPerformancePercentWithCurrencyEffect: 0,
- grossPerformanceWithCurrencyEffect: 0,
- holdings: [],
- investment: 49890,
- marketPrice: 0,
- name: 'USD',
- netPerformance: 0,
- netPerformancePercent: 0,
- netPerformancePercentWithCurrencyEffect: 0,
- netPerformanceWithCurrencyEffect: 0,
- quantity: 0,
- sectors: [],
- symbol: 'USD',
- tags: [],
- transactionCount: 0,
- valueInBaseCurrency: 49890
- }
- ],
locale: 'en-US'
}
};
From 74a4d830c83916fc7fdf6501038f62e8d615f6b1 Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Sun, 12 Oct 2025 09:30:26 +0200
Subject: [PATCH 19/32] Feature/improve accounts table Storybook story (#5739)
* Improve Storybook story
---
.../src/lib/accounts-table/accounts-table.component.stories.ts | 3 +++
1 file changed, 3 insertions(+)
diff --git a/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts b/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts
index 42f48fffd..aeda82fd9 100644
--- a/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts
+++ b/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts
@@ -112,6 +112,7 @@ export const Loading: Story = {
accounts: undefined,
baseCurrency: 'USD',
deviceType: 'desktop',
+ hasPermissionToOpenDetails: false,
locale: 'en-US',
showActions: false,
showAllocationInPercentage: false,
@@ -128,6 +129,7 @@ export const Default: Story = {
accounts,
baseCurrency: 'USD',
deviceType: 'desktop',
+ hasPermissionToOpenDetails: false,
locale: 'en-US',
showActions: false,
showAllocationInPercentage: false,
@@ -147,6 +149,7 @@ export const WithoutFooter: Story = {
accounts,
baseCurrency: 'USD',
deviceType: 'desktop',
+ hasPermissionToOpenDetails: false,
locale: 'en-US',
showActions: false,
showAllocationInPercentage: false,
From 8d6153fa52707d5e22a2d4d7687e88fcea1e1be2 Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Sun, 12 Oct 2025 13:48:23 +0200
Subject: [PATCH 20/32] Feature/use asset profile resolutions in getQuotes() of
FMP service (#5743)
* Use asset profile resolutions in getQuotes()
* Update changelog
---
CHANGELOG.md | 1 +
.../financial-modeling-prep.service.ts | 60 ++++++++++++-------
2 files changed, 40 insertions(+), 21 deletions(-)
diff --git a/CHANGELOG.md b/CHANGELOG.md
index 529d6f83a..cee2662a2 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -14,6 +14,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
- Disabled the zoom functionality in the _Progressive Web App_ (PWA)
+- Optimized the get quotes functionality by utilizing the asset profile resolutions in the _Financial Modeling Prep_ service
## 2.208.0 - 2025-10-11
diff --git a/apps/api/src/services/data-provider/financial-modeling-prep/financial-modeling-prep.service.ts b/apps/api/src/services/data-provider/financial-modeling-prep/financial-modeling-prep.service.ts
index 8bb8f8327..3b0d8ba72 100644
--- a/apps/api/src/services/data-provider/financial-modeling-prep/financial-modeling-prep.service.ts
+++ b/apps/api/src/services/data-provider/financial-modeling-prep/financial-modeling-prep.service.ts
@@ -12,6 +12,7 @@ import {
IDataProviderHistoricalResponse,
IDataProviderResponse
} from '@ghostfolio/api/services/interfaces/interfaces';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import {
DEFAULT_CURRENCY,
REPLACE_NAME_PARTS
@@ -49,7 +50,8 @@ export class FinancialModelingPrepService implements DataProviderInterface {
public constructor(
private readonly configurationService: ConfigurationService,
- private readonly cryptocurrencyService: CryptocurrencyService
+ private readonly cryptocurrencyService: CryptocurrencyService,
+ private readonly prismaService: PrismaService
) {
this.apiKey = this.configurationService.get(
'API_KEY_FINANCIAL_MODELING_PREP'
@@ -220,7 +222,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
public getDataProviderInfo(): DataProviderInfo {
return {
- dataSource: DataSource.FINANCIAL_MODELING_PREP,
+ dataSource: this.getName(),
isPremium: true,
name: 'Financial Modeling Prep',
url: 'https://financialmodelingprep.com/developer/docs'
@@ -359,25 +361,41 @@ export class FinancialModelingPrepService implements DataProviderInterface {
[symbol: string]: Pick;
} = {};
- const quotes = await fetch(
- `${this.getUrl({ version: 'stable' })}/batch-quote-short?symbols=${symbols.join(',')}&apikey=${this.apiKey}`,
- {
- signal: AbortSignal.timeout(requestTimeout)
- }
- ).then((res) => res.json());
+ const [assetProfileResolutions, quotes] = await Promise.all([
+ this.prismaService.assetProfileResolution.findMany({
+ where: {
+ dataSourceTarget: this.getDataProviderInfo().dataSource,
+ symbolTarget: { in: symbols }
+ }
+ }),
+ fetch(
+ `${this.getUrl({ version: 'stable' })}/batch-quote-short?symbols=${symbols.join(',')}&apikey=${this.apiKey}`,
+ {
+ signal: AbortSignal.timeout(requestTimeout)
+ }
+ ).then((res) => res.json())
+ ]);
- await Promise.all(
- quotes.map(({ symbol }) => {
- return this.getAssetProfile({
- requestTimeout,
- symbol
- }).then((assetProfile) => {
- if (assetProfile?.currency) {
- currencyBySymbolMap[symbol] = { currency: assetProfile.currency };
- }
- });
- })
- );
+ if (assetProfileResolutions.length === symbols.length) {
+ for (const { currency, symbolTarget } of assetProfileResolutions) {
+ currencyBySymbolMap[symbolTarget] = { currency };
+ }
+ } else {
+ await Promise.all(
+ quotes.map(({ symbol }) => {
+ return this.getAssetProfile({
+ requestTimeout,
+ symbol
+ }).then((assetProfile) => {
+ if (assetProfile?.currency) {
+ currencyBySymbolMap[symbol] = {
+ currency: assetProfile.currency
+ };
+ }
+ });
+ })
+ );
+ }
for (const { price, symbol } of quotes) {
let marketState: MarketState = 'delayed';
@@ -394,7 +412,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
marketState,
currency: currencyBySymbolMap[symbol]?.currency,
dataProviderInfo: this.getDataProviderInfo(),
- dataSource: DataSource.FINANCIAL_MODELING_PREP,
+ dataSource: this.getDataProviderInfo().dataSource,
marketPrice: price
};
}
From e8366603ad34d3ae707ebb63dbe6f5a624be80a1 Mon Sep 17 00:00:00 2001
From: Aditya Pawar <143347456+JustAdi10@users.noreply.github.com>
Date: Sun, 12 Oct 2025 17:19:28 +0530
Subject: [PATCH 21/32] Task/extract footer to component (#5702)
* Extract footer to component
* Update changelog
---
CHANGELOG.md | 1 +
apps/client/src/app/app.component.html | 188 +-----------------
apps/client/src/app/app.component.scss | 18 --
apps/client/src/app/app.component.ts | 35 ----
apps/client/src/app/app.module.ts | 7 +-
.../components/footer/footer.component.html | 181 +++++++++++++++++
.../components/footer/footer.component.scss | 16 ++
.../app/components/footer/footer.component.ts | 74 +++++++
8 files changed, 278 insertions(+), 242 deletions(-)
create mode 100644 apps/client/src/app/components/footer/footer.component.html
create mode 100644 apps/client/src/app/components/footer/footer.component.scss
create mode 100644 apps/client/src/app/components/footer/footer.component.ts
diff --git a/CHANGELOG.md b/CHANGELOG.md
index cee2662a2..9a555fa34 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -15,6 +15,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- Disabled the zoom functionality in the _Progressive Web App_ (PWA)
- Optimized the get quotes functionality by utilizing the asset profile resolutions in the _Financial Modeling Prep_ service
+- Extracted the footer to a component
## 2.208.0 - 2025-10-11
diff --git a/apps/client/src/app/app.component.html b/apps/client/src/app/app.component.html
index 2f5faa24c..61d5023e2 100644
--- a/apps/client/src/app/app.component.html
+++ b/apps/client/src/app/app.component.html
@@ -11,8 +11,8 @@
>
You are using the Live Demo.
Create Account
-
+
+
}
@if (!canCreateAccount && user?.systemMessage) {
@if (showFooter) {
- |