Merge branch 'main' into feature/add-dividend-performance-to-analysis-page

CHANGELOG.md

@@ -11,6 +11,30 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Added the dividend performance to the analysis page (experimental)
 
+### Changed
+
+- Simplified the portfolio summary by hiding the currency on mobile
+- Improved the language localization for Catalan (`ca`)
+
+### Fixed
+
+- Fixed the wrapping of the name column in the accounts table component on mobile
+
+## 3.73.0 - 2026-09-26
+
+### Changed
+
+- Improved the server of the Model Context Protocol (MCP) to list only the tools covered by the scopes of the access (experimental)
+- Refreshed the cryptocurrencies list
+- Improved the language localization for Catalan (`ca`)
+- Upgraded `@rekog/mcp-nest` from version `2.0.2` to `2.0.7`
+- Upgraded `bull-board` from version `9.9.0` to `9.10.1`
+- Upgraded `zod` from version `4.5.4` to `4.6.5`
+
+### Fixed
+
+- Fixed the value of the holdings excluded from analysis in the portfolio summary
+
 ## 3.72.0 - 2026-09-20
 
 ### Added

README.md

@@ -173,7 +173,7 @@ docker compose -f docker/docker-compose.build.yml up -d
 
 ### Home Server Systems (Community)
 
-Ghostfolio is available for various home server systems, including [CasaOS](https://github.com/bigbeartechworld/big-bear-casaos), [Home Assistant](https://github.com/lildude/ha-addon-ghostfolio), [Runtipi](https://www.runtipi.io/docs/apps-available), [TrueCharts](https://truecharts.org/charts/stable/ghostfolio), [Umbrel](https://apps.umbrel.com/app/ghostfolio), and [Unraid](https://unraid.net/community/apps?q=ghostfolio).
+Ghostfolio is available for various home server systems, including [CasaOS](https://github.com/bigbeartechworld/big-bear-casaos), [Easypanel](https://easypanel.io/templates/ghostfolio), [Home Assistant](https://github.com/lildude/ha-addon-ghostfolio), [Runtipi](https://www.runtipi.io/docs/apps-available), [TrueCharts](https://truecharts.org/charts/stable/ghostfolio), [Umbrel](https://apps.umbrel.com/app/ghostfolio), and [Unraid](https://unraid.net/community/apps?q=ghostfolio).
 
 ## Development
 

apps/api/src/app/auth-device/auth-device.controller.ts

@@ -3,7 +3,7 @@ import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-durin
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { permissions } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 
 import {
   Controller,

apps/api/src/app/endpoints/asset-profiles/asset-profiles.controller.ts

@@ -17,7 +17,7 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { hasPermission } from '@ghostfolio/common/permissions';
 import { permissions } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 
 import {
   Body,

apps/api/src/app/endpoints/data-providers/ghostfolio/ghostfolio.controller.ts

@@ -12,7 +12,7 @@ import {
   QuotesResponse
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 
 import {
   Controller,

apps/api/src/app/endpoints/market-data/market-data.controller.ts

@@ -8,7 +8,7 @@ import { UpdateBulkMarketDataDto } from '@ghostfolio/common/dtos';
 import { getCurrencyFromSymbol, isCurrency } from '@ghostfolio/common/helper';
 import { MarketDataOfMarketsResponse } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 
 import {
   Body,

apps/api/src/app/endpoints/mcp/mcp.controller.spec.ts

@@ -1,13 +1,26 @@
 import { REQUIRES_SCOPE_KEY } from '@ghostfolio/api/decorators/requires-scope.decorator';
 import { McpToolExceptionFilter } from '@ghostfolio/api/filters/mcp-tool-exception.filter';
 import { AccessGuard } from '@ghostfolio/api/guards/access.guard';
-import { Scope, scopes } from '@ghostfolio/common/scopes';
+import { getMcpUserOfBearerToken } from '@ghostfolio/api/helper/bearer-token.helper';
+import {
+  getScopesOfAccess,
+  getScopesOfAccessLevel,
+  Scope,
+  scopes
+} from '@ghostfolio/common/scopes';
 
 import {
   EXCEPTION_FILTERS_METADATA,
   GUARDS_METADATA
 } from '@nestjs/common/constants';
-import { MCP_TOOL_METADATA_KEY, ToolMetadata } from '@rekog/mcp-nest';
+import {
+  AccessMatchMode,
+  MCP_SCOPES_MATCH_METADATA_KEY,
+  MCP_SCOPES_METADATA_KEY,
+  MCP_TOOL_METADATA_KEY,
+  ToolAuthorizationService,
+  ToolMetadata
+} from '@rekog/mcp-nest';
 
 import { GhostfolioMcpController } from './mcp.controller';
 
@@ -35,6 +48,41 @@ function getToolMethodNames() {
   );
 }
 
+/**
+ * Gives the names of the tools which the transport lists for the request. The
+ * metadata of each tool is read as the transport reads it.
+ */
+function getNamesOfListedTools(request: unknown) {
+  const toolAuthorizationService = new ToolAuthorizationService();
+  const user = getMcpUserOfBearerToken(request);
+
+  return getToolMethodNames()
+    .map((methodName) => {
+      return {
+        metadata: {
+          ...getMetadataOfMethod<ToolMetadata>(
+            MCP_TOOL_METADATA_KEY,
+            methodName
+          ),
+          requiredScopes: getMetadataOfMethod<string[]>(
+            MCP_SCOPES_METADATA_KEY,
+            methodName
+          ),
+          requiredScopesMatch: getMetadataOfMethod<AccessMatchMode>(
+            MCP_SCOPES_MATCH_METADATA_KEY,
+            methodName
+          )
+        }
+      };
+    })
+    .filter((tool) => {
+      return toolAuthorizationService.canAccessTool(user, tool);
+    })
+    .map(({ metadata: { name } }) => {
+      return name;
+    });
+}
+
 describe('GhostfolioMcpController', () => {
   // A tool without the decorator of the scope would be open to every access,
   // hence a new tool has to declare its scope
@@ -71,6 +119,59 @@ describe('GhostfolioMcpController', () => {
     expect(toolMethodNamesWithoutGuardOfAccess).toEqual([]);
   });
 
+  it('Lists only the tools to read for an access with the permission "Restricted view"', () => {
+    expect(
+      getNamesOfListedTools({
+        impersonationOfBearerToken: {
+          isActive: true,
+          scopes: getScopesOfAccess({
+            scopes: getScopesOfAccessLevel('READ_RESTRICTED'),
+            type: 'MCP'
+          })
+        }
+      })
+    ).toEqual([
+      'get-accounts',
+      'get-activities',
+      'get-portfolio',
+      'get-watchlist'
+    ]);
+  });
+
+  it('Lists every tool for an access with the permission "Restricted view and manage"', () => {
+    expect(
+      getNamesOfListedTools({
+        impersonationOfBearerToken: {
+          isActive: true,
+          scopes: getScopesOfAccess({
+            scopes: getScopesOfAccessLevel(
+              'CREATE_READ_RESTRICTED_UPDATE_DELETE'
+            ),
+            type: 'MCP'
+          })
+        }
+      })
+    ).toEqual([
+      'get-accounts',
+      'get-activities',
+      'get-portfolio',
+      'get-watchlist',
+      'import-activities',
+      'search-asset-profiles'
+    ]);
+  });
+
+  it('Lists no tool for an inactive access', () => {
+    expect(
+      getNamesOfListedTools({
+        impersonationOfBearerToken: {
+          isActive: false,
+          scopes: getScopesOfAccessLevel('CREATE_READ_RESTRICTED_UPDATE_DELETE')
+        }
+      })
+    ).toEqual([]);
+  });
+
   it('Requires the scope to create an activity for the tool to import activities', () => {
     expect(
       getMetadataOfMethod<Scope[]>(REQUIRES_SCOPE_KEY, 'importActivities')

apps/api/src/app/endpoints/mcp/mcp.controller.ts

@@ -101,12 +101,6 @@ export class GhostfolioMcpController {
     return this.mcpService.getWatchlist({ userId });
   }
 
-  /**
-   * The transport gives the tool to every client, because it filters the list
-   * of the tools by the scopes of request.user, which a request of an access
-   * never has. The guard refuses the call itself, hence the description names
-   * the permission which the access needs.
-   */
   @RequiresScopeOfAccess(scopes.activityCreate)
   @Tool({
     annotations: {
@@ -115,7 +109,7 @@ export class GhostfolioMcpController {
       readOnlyHint: false,
       title: 'Import activities'
     },
-    description: `Imports activities into the portfolio and gives the number of the imported activities and the number of the skipped activities. Use search-asset-profiles first unless the exact symbol and data source are already known. An activity is skipped if an equal activity is in the portfolio already, hence send each activity one time only: two equal activities of the same call are both imported. The access needs the permission "Restricted view and manage". At most ${MCP_MAX_ACTIVITIES} activities are imported per call, while the instance can have a lower limit, which an error names. An error does not remove the activities of the same call which are imported already, hence get the activities after an error before you import them again.`,
+    description: `Imports activities into the portfolio and gives the number of the imported activities and the number of the skipped activities. Use search-asset-profiles first unless the exact symbol and data source are already known. An activity is skipped if an equal activity is in the portfolio already, hence send each activity one time only: two equal activities of the same call are both imported. At most ${MCP_MAX_ACTIVITIES} activities are imported per call, while the instance can have a lower limit, which an error names. An error does not remove the activities of the same call which are imported already, hence get the activities after an error before you import them again.`,
     name: 'import-activities',
     parameters: IMPORT_ACTIVITIES_PARAMETERS
   })

apps/api/src/app/endpoints/mcp/mcp.module.ts

@@ -2,6 +2,7 @@ import { ImportModule } from '@ghostfolio/api/app/import/import.module';
 import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
 import { environment } from '@ghostfolio/api/environments/environment';
+import { getMcpUserOfBearerToken } from '@ghostfolio/api/helper/bearer-token.helper';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
@@ -38,8 +39,9 @@ import { McpService } from './mcp.service';
 
         return new McpStrategy({
           instructions:
-            'Ghostfolio is a wealth management application. The tools read the portfolio and the watchlist of the user who granted the access and import activities into the portfolio. They give no quantity and no monetary value (except the unit price of an activity).',
+            'Ghostfolio is a wealth management application. The tools read the portfolio and the watchlist of the user who granted the access and import activities into the portfolio. They give no quantity and no monetary value (except the unit price of an activity). Only the tools which the permission of the access covers are listed. To import activities, the access needs the permission "Restricted view and manage".',
           name: 'ghostfolio',
+          resolveUser: getMcpUserOfBearerToken,
           title: 'Ghostfolio',
           transports: [
             new StreamableHttpTransport({

apps/api/src/app/endpoints/tags/tags.controller.ts

@@ -5,7 +5,7 @@ import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import { CreateTagDto, UpdateTagDto } from '@ghostfolio/common/dtos';
 import { isSystemTag } from '@ghostfolio/common/helper';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 
 import {
   Body,

apps/api/src/app/endpoints/watchlist/watchlist.controller.ts

@@ -7,7 +7,7 @@ import { CreateWatchlistItemDto } from '@ghostfolio/common/dtos';
 import { WatchlistResponse } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
 import { scopes } from '@ghostfolio/common/scopes';
-import { ImpersonationContext } from '@ghostfolio/common/types';
+import type { ImpersonationContext } from '@ghostfolio/common/types';
 
 import {
   Body,

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

@@ -773,6 +773,27 @@ describe('PortfolioService', () => {
       ).getSummary(args);
     };
 
+    function createExcludedActivity({
+      currency = 'CHF',
+      quantity,
+      symbol,
+      type,
+      unitPrice
+    }: Pick<Activity, 'quantity' | 'type' | 'unitPrice'> & {
+      currency?: string;
+      symbol: string;
+    }) {
+      return {
+        currency,
+        quantity,
+        type,
+        unitPrice,
+        account: { tags: [{ id: TAG_ID_EXCLUDE_FROM_ANALYSIS }] },
+        assetProfile: { currency, symbol, dataSource: DataSource.YAHOO },
+        tags: []
+      } as unknown as Activity;
+    }
+
     function createPortfolioCalculator() {
       return {
         getDividendInBaseCurrency: jest.fn().mockResolvedValue(new Big(0)),
@@ -791,9 +812,13 @@ describe('PortfolioService', () => {
 
     beforeEach(() => {
       jest
-        .spyOn(activitiesService, 'getActivities')
+        .spyOn(activitiesService, 'getActivitiesForPortfolioCalculator')
         .mockResolvedValue({ activities: [], count: 0 });
 
+      jest
+        .spyOn(exchangeRateDataService, 'toCurrency')
+        .mockImplementation((aValue) => aValue);
+
       jest.spyOn(portfolioService, 'getPerformance').mockResolvedValue({
         performance: {
           currentValueInBaseCurrency: 3000,
@@ -837,6 +862,177 @@ describe('PortfolioService', () => {
       expect(summary.totalAssetsInBaseCurrency).toBe(3000);
       expect(summary.totalValueInBaseCurrency).toBe(3000);
     });
+
+    it('should value the open holdings of excluded accounts at the current market price', async () => {
+      jest.spyOn(accountService, 'getCashDetails').mockResolvedValue({
+        accounts: [],
+        balanceInBaseCurrency: 1500
+      });
+
+      jest
+        .spyOn(activitiesService, 'getActivitiesForPortfolioCalculator')
+        .mockResolvedValue({
+          activities: [
+            createExcludedActivity({
+              quantity: 10,
+              symbol: 'AAPL',
+              type: 'BUY',
+              unitPrice: 100
+            }),
+            createExcludedActivity({
+              quantity: 4,
+              symbol: 'AAPL',
+              type: 'SELL',
+              unitPrice: 150
+            }),
+            createExcludedActivity({
+              quantity: 5,
+              symbol: 'MSFT',
+              type: 'BUY',
+              unitPrice: 100
+            }),
+            createExcludedActivity({
+              quantity: 5,
+              symbol: 'MSFT',
+              type: 'SELL',
+              unitPrice: 120
+            })
+          ],
+          count: 4
+        });
+
+      const getQuotes = jest
+        .spyOn(dataProviderService, 'getQuotes')
+        .mockResolvedValue({
+          'YAHOO-AAPL': {
+            currency: 'CHF',
+            dataSource: DataSource.YAHOO,
+            marketPrice: 200,
+            marketState: 'open'
+          }
+        });
+
+      const summary = await getSummary({
+        balanceInBaseCurrency: 1000,
+        emergencyFundHoldingsValueInBaseCurrency: 0,
+        filteredValueInBaseCurrency: new Big(3000),
+        portfolioCalculator: createPortfolioCalculator(),
+        userCurrency: 'CHF',
+        userId: userDummyData.id
+      });
+
+      // The closed holding (MSFT) does not need a quote
+      expect(getQuotes).toHaveBeenCalledWith(
+        expect.objectContaining({
+          items: [{ dataSource: DataSource.YAHOO, symbol: 'AAPL' }]
+        })
+      );
+
+      // 500 (balance of excluded accounts) + 6 * 200 (AAPL) + 0 (MSFT)
+      expect(summary.excludedAccountsAndActivities).toBe(1700);
+      expect(summary.totalValueInBaseCurrency).toBe(4700);
+    });
+
+    it('should convert the market value of an excluded holding from the currency of the asset profile to the user currency', async () => {
+      jest.spyOn(accountService, 'getCashDetails').mockResolvedValue({
+        accounts: [],
+        balanceInBaseCurrency: 1000
+      });
+
+      jest
+        .spyOn(activitiesService, 'getActivitiesForPortfolioCalculator')
+        .mockResolvedValue({
+          activities: [
+            createExcludedActivity({
+              currency: 'USD',
+              quantity: 10,
+              symbol: 'AAPL',
+              type: 'BUY',
+              unitPrice: 100
+            }),
+            createExcludedActivity({
+              currency: 'USD',
+              quantity: 4,
+              symbol: 'AAPL',
+              type: 'SELL',
+              unitPrice: 150
+            })
+          ],
+          count: 2
+        });
+
+      jest.spyOn(dataProviderService, 'getQuotes').mockResolvedValue({
+        'YAHOO-AAPL': {
+          currency: 'USD',
+          dataSource: DataSource.YAHOO,
+          marketPrice: 200,
+          marketState: 'open'
+        }
+      });
+
+      jest
+        .spyOn(exchangeRateDataService, 'toCurrency')
+        .mockImplementation((aValue, aFromCurrency, aToCurrency) => {
+          return aFromCurrency === 'USD' && aToCurrency === 'CHF'
+            ? aValue * 0.8
+            : aValue;
+        });
+
+      const summary = await getSummary({
+        balanceInBaseCurrency: 1000,
+        emergencyFundHoldingsValueInBaseCurrency: 0,
+        filteredValueInBaseCurrency: new Big(3000),
+        portfolioCalculator: createPortfolioCalculator(),
+        userCurrency: 'CHF',
+        userId: userDummyData.id
+      });
+
+      // 6 * 200 USD (AAPL) * 0.8 (USDCHF)
+      expect(summary.excludedAccountsAndActivities).toBe(960);
+      expect(summary.totalValueInBaseCurrency).toBe(3960);
+    });
+
+    it('should fall back to the unit price of the latest activity of an excluded holding without a market price', async () => {
+      jest.spyOn(accountService, 'getCashDetails').mockResolvedValue({
+        accounts: [],
+        balanceInBaseCurrency: 1000
+      });
+
+      jest
+        .spyOn(activitiesService, 'getActivitiesForPortfolioCalculator')
+        .mockResolvedValue({
+          activities: [
+            createExcludedActivity({
+              quantity: 10,
+              symbol: 'AAPL',
+              type: 'BUY',
+              unitPrice: 100
+            }),
+            createExcludedActivity({
+              quantity: 4,
+              symbol: 'AAPL',
+              type: 'SELL',
+              unitPrice: 150
+            })
+          ],
+          count: 2
+        });
+
+      jest.spyOn(dataProviderService, 'getQuotes').mockResolvedValue({});
+
+      const summary = await getSummary({
+        balanceInBaseCurrency: 1000,
+        emergencyFundHoldingsValueInBaseCurrency: 0,
+        filteredValueInBaseCurrency: new Big(3000),
+        portfolioCalculator: createPortfolioCalculator(),
+        userCurrency: 'CHF',
+        userId: userDummyData.id
+      });
+
+      // 6 * 150 (unit price of the latest activity)
+      expect(summary.excludedAccountsAndActivities).toBe(900);
+      expect(summary.totalValueInBaseCurrency).toBe(3900);
+    });
   });
 
   describe('getValueOfAccountsAndPlatforms', () => {

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

@@ -39,6 +39,7 @@ import {
   TAG_ID_EXCLUDE_FROM_ANALYSIS,
   UNKNOWN_KEY
 } from '@ghostfolio/common/config';
+import { SubscriptionType } from '@ghostfolio/common/enums';
 import {
   DATE_FORMAT,
   getAssetProfileIdentifier,
@@ -2102,7 +2103,8 @@ export class PortfolioService {
   }): Promise<PortfolioSummary> {
     const user = await this.userService.user({ id: userId });
 
-    const { activities } = await this.activitiesService.getActivities({
+    const { activities } =
+      await this.activitiesService.getActivitiesForPortfolioCalculator({
         userCurrency,
         userId,
         withExcludedAccountsAndActivities: true
@@ -2174,31 +2176,28 @@ export class PortfolioService {
       .plus(emergencyFundHoldingsValueInBaseCurrency)
       .toNumber();
 
-    const totalOfExcludedActivities = this.getSumOfActivityType({
+    const [
-      userCurrency,
+      cashDetailsWithExcludedAccounts,
-      activities: excludedActivities,
+      valueOfExcludedActivitiesInBaseCurrency
-      activityType: 'BUY'
+    ] = await Promise.all([
-    }).minus(
+      this.accountService.getCashDetails({
-      this.getSumOfActivityType({
-        userCurrency,
-        activities: excludedActivities,
-        activityType: 'SELL'
-      })
-    );
-
-    const cashDetailsWithExcludedAccounts =
-      await this.accountService.getCashDetails({
         userId,
         currency: userCurrency,
         withExcludedAccounts: true
-      });
+      }),
+      this.getValueOfExcludedActivitiesInBaseCurrency({
+        userCurrency,
+        activities: excludedActivities,
+        subscriptionType: user.subscription?.type
+      })
+    ]);
 
     const excludedBalanceInBaseCurrency = new Big(
       cashDetailsWithExcludedAccounts.balanceInBaseCurrency
     ).minus(balanceInBaseCurrency);
 
     const excludedAccountsAndActivities = excludedBalanceInBaseCurrency
-      .plus(totalOfExcludedActivities)
+      .plus(valueOfExcludedActivitiesInBaseCurrency)
       .toNumber();
 
     // Exclude emergency fund from the financial independence calculation
@@ -2502,6 +2501,92 @@ export class PortfolioService {
     return { accounts, platforms };
   }
 
+  private async getValueOfExcludedActivitiesInBaseCurrency({
+    activities,
+    subscriptionType,
+    userCurrency
+  }: {
+    activities: Activity[];
+    subscriptionType?: SubscriptionType;
+    userCurrency: string;
+  }) {
+    const holdings: {
+      [assetProfileIdentifier: string]: {
+        latestActivity: Activity;
+        quantity: Big;
+      };
+    } = {};
+
+    // The activities are sorted by date in ascending order
+    for (const activity of activities) {
+      const factor = getFactor(activity.type);
+
+      if (factor === 0 || isDraftActivity(activity)) {
+        continue;
+      }
+
+      const assetProfileIdentifier = getAssetProfileIdentifier(
+        activity.assetProfile
+      );
+
+      const quantity = holdings[assetProfileIdentifier]?.quantity ?? new Big(0);
+
+      holdings[assetProfileIdentifier] = {
+        latestActivity: activity,
+        quantity: quantity.plus(new Big(activity.quantity).mul(factor))
+      };
+    }
+
+    const openHoldings = Object.values(holdings).filter(({ quantity }) => {
+      return !quantity.eq(0);
+    });
+
+    const quotes =
+      openHoldings.length > 0
+        ? await this.dataProviderService.getQuotes({
+            subscriptionType,
+            items: openHoldings.map(
+              ({
+                latestActivity: {
+                  assetProfile: { dataSource, symbol }
+                }
+              }) => {
+                return { dataSource, symbol };
+              }
+            )
+          })
+        : {};
+
+    return getSum(
+      openHoldings.map(({ latestActivity, quantity }) => {
+        const { assetProfile, currency, unitPrice } = latestActivity;
+
+        const marketPrice =
+          quotes[getAssetProfileIdentifier(assetProfile)]?.marketPrice;
+
+        if (!marketPrice) {
+          // Fall back to the unit price of the latest activity without a
+          // market price
+          return new Big(
+            this.exchangeRateDataService.toCurrency(
+              quantity.mul(unitPrice).toNumber(),
+              currency ?? assetProfile.currency,
+              userCurrency
+            )
+          );
+        }
+
+        return new Big(
+          this.exchangeRateDataService.toCurrency(
+            quantity.mul(marketPrice).toNumber(),
+            assetProfile.currency,
+            userCurrency
+          )
+        );
+      })
+    );
+  }
+
   private isExcludedFromAnalysis(activity: Activity) {
     return (
       isAccountExcluded(activity.account) ||

apps/api/src/assets/cryptocurrencies/cryptocurrencies.json

@@ -459,7 +459,7 @@
   "AHARWBTC": "Aave Harmony WBTC",
   "AHOO": "Ahoolee",
   "AHT": "AhaToken",
-  "AI": "Flourishing AI",
+  "AI": "Gensyn",
   "AI16Z": "ai16z",
   "AI21X": "ai21x",
   "AI23T": "23 Turtles",
@@ -467,7 +467,7 @@
   "AI3": "Autonomys Network",
   "AI4": "AI⁴",
   "AI69SAKURA": "Sakura",
-  "AIA": "AIA Chain",
+  "AIA": "DeAgentAI",
   "AIACHAIN": "AIA Chain",
   "AIAF": "AI Agent Factory",
   "AIAGENT": "AI Agents",
@@ -1338,7 +1338,6 @@
   "AUX": "Auxilium",
   "AV": "AvatarCoin",
   "AVA": "AVA",
-  "AVA34326": "AVA Chiang Mai Night Safari",
   "AVAAI": "Ava AI",
   "AVACN": "AVACOIN",
   "AVAI": "Orca AVAI",
@@ -2066,7 +2065,7 @@
   "BHIGH": "Backed HIGH € High Yield Corp Bond",
   "BHIRE": "BitHIRE",
   "BHIVE": "Hive",
-  "BHO": "Bholdus",
+  "BHO": "Bholdus Token",
   "BHP": "Blockchain of Hash Power",
   "BHPC": "BHPCash",
   "BIAFRA": "Biafra Coin",
@@ -3064,6 +3063,7 @@
   "BTU": "BTU Protocol",
   "BTV": "Bitvote",
   "BTW": "BitWhite",
+  "BTW39158": "Bitway",
   "BTX": "BitCore",
   "BTXC": "Bettex coin",
   "BTXEX": "BTXEX",
@@ -4055,7 +4055,6 @@
   "COMAI": "Commune AI",
   "COMB": "Combine.finance",
   "COMBO": "COMBO",
-  "COMBO8259": "Furucombo",
   "COMBOX": "ComBox",
   "COMC": "ComCrica Token",
   "COME": "Community of Meme",
@@ -4096,7 +4095,7 @@
   "COOHA": "CoolHash",
   "COOK": "Cook Finance",
   "COOK33720": "mETH Protocol",
-  "COOKIE": "CookieSale",
+  "COOKIE": "Cookie DAO",
   "COOKTOKEN": "Cook",
   "COOL": "CoolCoin",
   "COOP": "Coop Network",
@@ -8898,6 +8897,7 @@
   "IMS": "Independent Money System",
   "IMST": "Imsmart",
   "IMT": "Moneytoken",
+  "IMU": "Immunefi",
   "IMUSIFY": "imusify",
   "IMVR": "ImmVRse",
   "IMX": "Immutable",
@@ -9654,6 +9654,7 @@
   "KINECOSYSTEM": "Kin",
   "KINET": "KinetixFi",
   "KING": "King Swap",
+  "KING33695": "King Protocol",
   "KING93": "King93",
   "KINGB": "King Bean",
   "KINGBONK": "King Bonk",
@@ -9981,7 +9982,6 @@
   "LAELAPS": "Laelaps",
   "LAFFIN": "Laffin Kamala",
   "LAI": "LayerAI",
-  "LAI23846": "LayerAI",
   "LAIKA": "LAIKA",
   "LAIKAPROTOCOL": "Laika Protocol",
   "LAINESOL": "Laine Staked SOL",
@@ -11576,7 +11576,8 @@
   "MOMO": "Momo",
   "MOMO2": "MOMO 2.0",
   "MOMO2025": "momo",
-  "MON": "PocMon",
+  "MON": "Monad",
+  "MON22337": "PocMon",
   "MON30495": "Monad",
   "MON30950": "MON",
   "MONA": "MonaCoin",
@@ -11645,7 +11646,6 @@
   "MOOMEME": "MOO MOO",
   "MOOMOO": "MOOMOO THE BULL",
   "MOON": "MoonSwap",
-  "MOON7396": "r/CryptoCurrency Moons",
   "MOONARCH": "Moonarch.app",
   "MOONB": "Moon Base",
   "MOONBEANS": "Moonbeans",
@@ -13604,7 +13604,8 @@
   "PHV": "PATHHIVE",
   "PHX": "Phoenix Global [old]",
   "PHY": "DePHY",
-  "PI": "Plian",
+  "PI": "Pi Network",
+  "PI2620": "Plian",
   "PI35697": "Pi",
   "PIA": "Olympia AI",
   "PIAI": "Pi Network AI",
@@ -13830,7 +13831,7 @@
   "PNDC": "Pond Coin",
   "PNDN": "Pandana",
   "PNDO": "Pondo",
-  "PNDR": "Pandora Protocol",
+  "PNDR": "Pandora Finance",
   "PNFT": "Pawn My NFT",
   "PNG": "Pangolin",
   "PNGDA": "Pengda Yellow Panda",
@@ -14001,7 +14002,7 @@
   "POWERMARKET": "POWER MARKET",
   "POWR": "Powerledger",
   "POWSCHE": "Powsche",
-  "POX": "Pollux Coin",
+  "POX": "Monkey Pox",
   "POZO": "Pozo Coin",
   "PP": "Phoenix Protocol Dao",
   "PPAD": "PlayPad",
@@ -14508,6 +14509,7 @@
   "RAIL": "Railgun",
   "RAILS": "Rails Token",
   "RAIN": "Rainmaker Games",
+  "RAIN38341": "Rain",
   "RAINBOW": "Rainbow Token",
   "RAINBOWTOKEN": "Rainbow Token",
   "RAINC": "RainCheck",
@@ -15930,7 +15932,8 @@
   "SKULL": "Skull Order",
   "SKUY": "SEKUYA",
   "SKX": "SKPANAX",
-  "SKY": "Skycoin",
+  "SKY": "Sky",
+  "SKY1619": "Skycoin",
   "SKY33038": "Sky",
   "SKYA": "Sekuya Multiverse",
   "SKYAI": "SKYAI",
@@ -18274,7 +18277,8 @@
   "USDQ": "Quantoz USDQ",
   "USDQSTABLE": "USDQ",
   "USDR": "Wrapped USDR",
-  "USDS": "Stably Classic",
+  "USDS": "USDS",
+  "USDS20039": "USDS",
   "USDS33039": "USDS",
   "USDSB": "USDSB",
   "USDSTABLY": "StableUSD",
@@ -18698,7 +18702,7 @@
   "VPAY": "VPay by Virtuals",
   "VPK": "Vulture Peak",
   "VPND": "VaporNodes",
-  "VPP": "Virtue Poker",
+  "VPP": "Virtue Poker Points",
   "VPR": "VaporWallet",
   "VPRC": "VapersCoin",
   "VPS": "VPS AI",
@@ -18948,7 +18952,7 @@
   "WDOT": "WDOT",
   "WDR": "Wider Coin",
   "WDX": "WeiDex",
-  "WE": "Wanda Exchange",
+  "WE": "WeBuy",
   "WEALTH": "WealthCoin",
   "WEAPON": "MEGAWEAPON",
   "WEAR": "MetaWear",
@@ -19116,7 +19120,6 @@
   "WINB": "WINBIT CASINO",
   "WINE": "Wine Shares",
   "WING": "Wing Finance",
-  "WING7048": "Wing Finance",
   "WINGS": "Wings",
   "WINK": "Wink",
   "WINN": "Winnerz",
@@ -19687,7 +19690,6 @@
   "XPLA": "XPLA",
   "XPLL": "ParallelChain",
   "XPM": "Primecoin",
-  "XPM20261": "XPMarket",
   "XPN": "PANTHEON X",
   "XPND": "Time Raiders",
   "XPNET": "XP NETWORK",

apps/api/src/decorators/requires-scope-of-access.decorator.ts

@@ -4,15 +4,24 @@ import { ScopeGuard } from '@ghostfolio/api/guards/scope.guard';
 import { Scope } from '@ghostfolio/common/scopes';
 
 import { applyDecorators, SetMetadata, UseGuards } from '@nestjs/common';
+import { ToolScopes } from '@rekog/mcp-nest';
 
 /**
  * Marks a handler which requires the given scopes of an access, but no
  * authenticated user. The access itself is the credential, hence a client of
  * the model context protocol can use it.
+ *
+ * The same scopes are declared to the transport of the model context
+ * protocol, which lists a tool only for an access whose scopes cover it. The
+ * transport refuses the call of a tool which it does not list with a protocol
+ * error before the guards and the filter of the exceptions run.
  */
-export function RequiresScopeOfAccess(...requiredScopes: Scope[]) {
+export function RequiresScopeOfAccess(scope: Scope, ...otherScopes: Scope[]) {
+  const requiredScopes = [scope, ...otherScopes];
+
   return applyDecorators(
     SetMetadata(REQUIRES_SCOPE_KEY, requiredScopes),
+    ToolScopes(requiredScopes),
     UseGuards(AccessGuard, ScopeGuard)
   );
 }

apps/api/src/guards/access.guard.ts

@@ -1,3 +1,4 @@
+import { getActiveImpersonationOfBearerToken } from '@ghostfolio/api/helper/bearer-token.helper';
 import { getRequest } from '@ghostfolio/api/helper/execution-context.helper';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 
@@ -28,14 +29,17 @@ export class AccessGuard implements CanActivate {
   public canActivate(context: ExecutionContext) {
     const request = getRequest<RequestWithUser>(context);
 
-    if (!request?.impersonationOfBearerToken?.isActive) {
+    const impersonationOfBearerToken =
+      getActiveImpersonationOfBearerToken(request);
+
+    if (!impersonationOfBearerToken) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
         StatusCodes.FORBIDDEN
       );
     }
 
-    request.impersonation = request.impersonationOfBearerToken;
+    request.impersonation = impersonationOfBearerToken;
 
     return true;
   }

apps/api/src/helper/bearer-token.helper.spec.ts

@@ -0,0 +1,31 @@
+import { scopes } from '@ghostfolio/common/scopes';
+
+import { getMcpUserOfBearerToken } from './bearer-token.helper';
+
+describe('getMcpUserOfBearerToken', () => {
+  it('should give the scopes of an active access', () => {
+    expect(
+      getMcpUserOfBearerToken({
+        impersonationOfBearerToken: {
+          isActive: true,
+          scopes: [scopes.portfolioRead]
+        }
+      })
+    ).toEqual({ scopes: [scopes.portfolioRead] });
+  });
+
+  it('should give no user for an inactive access', () => {
+    expect(
+      getMcpUserOfBearerToken({
+        impersonationOfBearerToken: {
+          isActive: false,
+          scopes: [scopes.portfolioRead]
+        }
+      })
+    ).toBeUndefined();
+  });
+
+  it('should give no user without an access', () => {
+    expect(getMcpUserOfBearerToken({})).toBeUndefined();
+  });
+});

apps/api/src/helper/bearer-token.helper.ts

@@ -1,3 +1,5 @@
+import type { RequestWithUser } from '@ghostfolio/common/types';
+
 const PREFIX_OF_BEARER_TOKEN = 'bearer ';
 
 /**
@@ -16,3 +18,30 @@ export function getAccessIdOfBearerToken(authorization?: string) {
     ? value.slice(PREFIX_OF_BEARER_TOKEN.length).trim() || undefined
     : undefined;
 }
+
+/**
+ * Gives the context of the access which the authorization middleware of the
+ * model context protocol resolved from the bearer token, but only while the
+ * access is active
+ */
+export function getActiveImpersonationOfBearerToken(
+  request?: Pick<RequestWithUser, 'impersonationOfBearerToken'>
+) {
+  return request?.impersonationOfBearerToken?.isActive
+    ? request.impersonationOfBearerToken
+    : undefined;
+}
+
+/**
+ * Gives the user which the transport of the model context protocol evaluates
+ * to list and to call the tools. It carries the scopes of the active access,
+ * hence the transport lists only the tools which the access covers.
+ */
+export function getMcpUserOfBearerToken(request: unknown) {
+  const impersonationOfBearerToken =
+    getActiveImpersonationOfBearerToken(request);
+
+  return impersonationOfBearerToken
+    ? { scopes: impersonationOfBearerToken.scopes }
+    : undefined;
+}

apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html

@@ -48,7 +48,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.totalBuy"
       />
     </div>
@@ -62,7 +62,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.totalSell"
       />
     </div>
@@ -79,7 +79,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.totalInvestmentValueWithCurrencyEffect"
       />
     </div>
@@ -93,7 +93,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.grossPerformanceWithCurrencyEffect"
       />
     </div>
@@ -110,7 +110,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.fees"
       />
     </div>
@@ -127,7 +127,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.netPerformanceWithCurrencyEffect"
       />
     </div>
@@ -171,7 +171,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.totalAssetsInBaseCurrency"
       />
     </div>
@@ -217,7 +217,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="holdingsInBaseCurrency"
       />
     </div>
@@ -233,7 +233,7 @@
           [isLoading]="isLoading"
           [locale]="locale"
           [precision]="precision"
-          [unit]="baseCurrency"
+          [unit]="displayedCurrency"
           [value]="investmentsInBaseCurrency"
         />
       </div>
@@ -248,7 +248,7 @@
           [isLoading]="isLoading"
           [locale]="locale"
           [precision]="precision"
-          [unit]="baseCurrency"
+          [unit]="displayedCurrency"
           [value]="summary?.emergencyFund?.assets"
         />
       </div>
@@ -295,7 +295,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.totalCashInBaseCurrency"
       />
     </div>
@@ -311,7 +311,7 @@
           [isLoading]="isLoading"
           [locale]="locale"
           [precision]="precision"
-          [unit]="baseCurrency"
+          [unit]="displayedCurrency"
           [value]="summary?.cash"
         />
       </div>
@@ -326,7 +326,7 @@
           [isLoading]="isLoading"
           [locale]="locale"
           [precision]="precision"
-          [unit]="baseCurrency"
+          [unit]="displayedCurrency"
           [value]="summary?.emergencyFund?.cash"
         />
       </div>
@@ -356,7 +356,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.excludedAccountsAndActivities"
       />
     </div>
@@ -379,7 +379,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.liabilitiesInBaseCurrency"
       />
     </div>
@@ -396,7 +396,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.totalValueInBaseCurrency"
       />
     </div>
@@ -469,7 +469,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.emergencyFund?.total"
       />
     </div>
@@ -483,7 +483,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.interestInBaseCurrency"
       />
     </div>
@@ -497,7 +497,7 @@
         [isLoading]="isLoading"
         [locale]="locale"
         [precision]="precision"
-        [unit]="baseCurrency"
+        [unit]="displayedCurrency"
         [value]="summary?.dividendInBaseCurrency"
       />
     </div>

apps/client/src/app/components/portfolio-summary/portfolio-summary.component.ts

@@ -79,6 +79,10 @@ export class GfPortfolioSummaryComponent implements OnChanges {
       : 0;
   }
 
+  protected get displayedCurrency() {
+    return this.deviceType === 'mobile' ? undefined : this.baseCurrency;
+  }
+
   protected get emergencyFundPercentage() {
     return this.summary?.totalValueInBaseCurrency
       ? (this.summary.emergencyFund?.total || 0) /

apps/client/src/app/pages/faq/self-hosting/self-hosting-page.html

@@ -30,7 +30,7 @@
           systems, including
           <a href="https://github.com/bigbeartechworld/big-bear-casaos"
             >CasaOS</a
-          >,
+          >, <a href="https://easypanel.io/templates/ghostfolio">Easypanel</a>,
           <a href="https://github.com/lildude/ha-addon-ghostfolio"
             >Home Assistant</a
           >, <a href="https://www.runtipi.io/docs/apps-available">Runtipi</a>,

apps/client/src/locales/messages.ca.xlf

@@ -3,7 +3,7 @@
     <body>
       <trans-unit id="659291745893337969" datatype="html">
         <source>Invalid API key</source>
-        <target state="new">Invalid API key</target>
+        <target state="translated">Clau API no vàlida</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/admin-settings.component.html</context>
           <context context-type="linenumber">115</context>
@@ -324,7 +324,7 @@
       </trans-unit>
       <trans-unit id="251113330629316982" datatype="html">
         <source>Date must be in the future.</source>
-        <target state="new">Date must be in the future.</target>
+        <target state="translated">La data ha de ser futura.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.html</context>
           <context context-type="linenumber">70</context>
@@ -332,7 +332,7 @@
       </trans-unit>
       <trans-unit id="2522011507610634749" datatype="html">
         <source>Fetch market price</source>
-        <target state="new">Fetch market price</target>
+        <target state="translated">Recupera el preu de mercat</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/historical-market-data-editor/historical-market-data-editor-dialog/historical-market-data-editor-dialog.html</context>
           <context context-type="linenumber">40</context>
@@ -372,7 +372,7 @@
       </trans-unit>
       <trans-unit id="8264632476919693099" datatype="html">
         <source>Any person who has the link can view the data.</source>
-        <target state="new">Any person who has the link can view the data.</target>
+        <target state="translated">Qualsevol persona que tingui l’enllaç pot veure les dades.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.html</context>
           <context context-type="linenumber">42</context>
@@ -516,7 +516,7 @@
       </trans-unit>
       <trans-unit id="4323470180912194028" datatype="html">
         <source>Copy</source>
-        <target state="new">Copy</target>
+        <target state="translated">Copia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/notifications/alert-dialog/alert-dialog.html</context>
           <context context-type="linenumber">20</context>
@@ -696,7 +696,7 @@
       </trans-unit>
       <trans-unit id="8282940047848889809" datatype="html">
         <source>Paid</source>
-        <target state="new">Paid</target>
+        <target state="translated">De pagament</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-detail-dialog/user-detail-dialog.component.ts</context>
           <context context-type="linenumber">136</context>
@@ -788,7 +788,7 @@
       </trans-unit>
       <trans-unit id="4467323362722952678" datatype="html">
         <source>Unknown</source>
-        <target state="new">Unknown</target>
+        <target state="translated">Desconegut</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
           <context context-type="linenumber">89</context>
@@ -804,7 +804,7 @@
       </trans-unit>
       <trans-unit id="4472298507300372923" datatype="html">
         <source>View and manage</source>
-        <target state="new">View and manage</target>
+        <target state="translated">Veure i gestionar</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/access-level-icon/access-level-icon.component.html</context>
           <context context-type="linenumber">9</context>
@@ -904,7 +904,7 @@
       </trans-unit>
       <trans-unit id="3973560112150137298" datatype="html">
         <source>Find an account...</source>
-        <target state="new">Find an account...</target>
+        <target state="translated">Cerca un compte...</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.component.ts</context>
           <context context-type="linenumber">450</context>
@@ -984,7 +984,7 @@
       </trans-unit>
       <trans-unit id="1806667489382256324" datatype="html">
         <source>Category</source>
-        <target state="new">Category</target>
+        <target state="translated">Categoria</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">76</context>
@@ -1052,7 +1052,7 @@
       </trans-unit>
       <trans-unit id="6418462810730461014" datatype="html">
         <source>Data Gathering Frequency</source>
-        <target state="new">Data Gathering Frequency</target>
+        <target state="translated">Freqüència de recollida de dades</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html</context>
           <context context-type="linenumber">477</context>
@@ -1088,7 +1088,7 @@
       </trans-unit>
       <trans-unit id="6131560364436366828" datatype="html">
         <source>Apply current market price</source>
-        <target state="new">Apply current market price</target>
+        <target state="translated">Aplica el preu de mercat actual</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">221</context>
@@ -1096,7 +1096,7 @@
       </trans-unit>
       <trans-unit id="6135731497699355929" datatype="html">
         <source>Subscription History</source>
-        <target state="new">Subscription History</target>
+        <target state="translated">Historial de subscripcions</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-detail-dialog/user-detail-dialog.html</context>
           <context context-type="linenumber">156</context>
@@ -1144,7 +1144,7 @@
       </trans-unit>
       <trans-unit id="7194017842579795231" datatype="html">
         <source>Healthcare</source>
-        <target state="new">Healthcare</target>
+        <target state="translated">Salut</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
           <context context-type="linenumber">98</context>
@@ -1276,7 +1276,7 @@
       </trans-unit>
       <trans-unit id="5765523585863707029" datatype="html">
         <source>Technology</source>
-        <target state="new">Technology</target>
+        <target state="translated">Tecnologia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
           <context context-type="linenumber">102</context>
@@ -1344,7 +1344,7 @@
       </trans-unit>
       <trans-unit id="8319378030525016917" datatype="html">
         <source>Asset profile has been saved</source>
-        <target state="new">Asset profile has been saved</target>
+        <target state="translated">El perfil de l’actiu s’ha desat</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">754</context>
@@ -1512,7 +1512,7 @@
       </trans-unit>
       <trans-unit id="8155924822307560615" datatype="html">
         <source>Update Account</source>
-        <target state="new">Update Account</target>
+        <target state="translated">Actualitza el compte</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/common/src/lib/routes/routes.ts</context>
           <context context-type="linenumber">120</context>
@@ -1644,7 +1644,7 @@
       </trans-unit>
       <trans-unit id="4340477809050781416" datatype="html">
         <source>Current year</source>
-        <target state="new">Current year</target>
+        <target state="translated">Any actual</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">267</context>
@@ -1660,7 +1660,7 @@
       </trans-unit>
       <trans-unit id="4344577155823592293" datatype="html">
         <source>Cache has been flushed.</source>
-        <target state="new">Cache has been flushed.</target>
+        <target state="translated">La memòria cau s’ha buidat.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-overview/admin-overview.component.ts</context>
           <context context-type="linenumber">281</context>
@@ -2080,7 +2080,7 @@
       </trans-unit>
       <trans-unit id="1022809987579838138" datatype="html">
         <source>Last Used</source>
-        <target state="new">Last Used</target>
+        <target state="translated">Últim ús</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/access-table/access-table.component.html</context>
           <context context-type="linenumber">31</context>
@@ -2184,7 +2184,7 @@
       </trans-unit>
       <trans-unit id="6004588582437169024" datatype="html">
         <source>Current week</source>
-        <target state="new">Current week</target>
+        <target state="translated">Setmana actual</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">259</context>
@@ -2212,7 +2212,7 @@
       </trans-unit>
       <trans-unit id="8186013988289067040" datatype="html">
         <source>Code</source>
-        <target state="new">Code</target>
+        <target state="translated">Codi</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-overview/admin-overview.html</context>
           <context context-type="linenumber">165</context>
@@ -2312,7 +2312,7 @@
       </trans-unit>
       <trans-unit id="273949409065292025" datatype="html">
         <source>Energy</source>
-        <target state="new">Energy</target>
+        <target state="translated">Energia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
           <context context-type="linenumber">96</context>
@@ -2676,7 +2676,7 @@
       </trans-unit>
       <trans-unit id="4037247308022519888" datatype="html">
         <source>The value has been copied to the clipboard</source>
-        <target state="new">The value has been copied to the clipboard</target>
+        <target state="translated">El valor s’ha copiat al porta-retalls</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/notifications/alert-dialog/alert-dialog.component.ts</context>
           <context context-type="linenumber">46</context>
@@ -2752,7 +2752,7 @@
       </trans-unit>
       <trans-unit id="1259421956660976189" datatype="html">
         <source>Add Account</source>
-        <target state="new">Add Account</target>
+        <target state="translated">Afegeix un compte</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/common/src/lib/routes/routes.ts</context>
           <context context-type="linenumber">101</context>
@@ -2848,7 +2848,7 @@
       </trans-unit>
       <trans-unit id="570056762949632344" datatype="html">
         <source>Clone Activity</source>
-        <target state="new">Clone Activity</target>
+        <target state="translated">Clona l’activitat</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/common/src/lib/routes/routes.ts</context>
           <context context-type="linenumber">190</context>
@@ -2992,7 +2992,7 @@
       </trans-unit>
       <trans-unit id="3885497195825665706" datatype="html">
         <source>Next</source>
-        <target state="new">Next</target>
+        <target state="translated">Següent</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">406</context>
@@ -3148,7 +3148,7 @@
       </trans-unit>
       <trans-unit id="2988589012964101797" datatype="html">
         <source>Daily</source>
-        <target state="new">Daily</target>
+        <target state="translated">Diàriament</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">247</context>
@@ -3849,7 +3849,7 @@
       </trans-unit>
       <trans-unit id="2047393478951255414" datatype="html">
         <source>Creation</source>
-        <target state="new">Creation</target>
+        <target state="translated">Creació</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-overview/admin-overview.html</context>
           <context context-type="linenumber">191</context>
@@ -6758,7 +6758,7 @@
       </trans-unit>
       <trans-unit id="1468015720862673946" datatype="html">
         <source>View Details</source>
-        <target state="new">View Details</target>
+        <target state="translated">Veure els detalls</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
           <context context-type="linenumber">220</context>

libs/common/src/lib/interfaces/product.interface.ts

@@ -17,6 +17,7 @@ export interface Product {
   pricingPerYear?: string;
   regions?: string[];
   slogan?: string;
+  updatedAt?: string;
   url?: string;
   useAnonymously?: boolean;
 }

libs/common/src/lib/types/product-category.type.ts

@@ -4,6 +4,7 @@ export type ProductCategory =
   | 'DIVIDEND_TRACKING'
   | 'ETF_TRACKING'
   | 'FAMILY_OFFICE'
+  | 'FINANCIAL_ADVISOR'
   | 'FINANCIAL_PLANNING'
   | 'INVESTMENT_RESEARCH'
   | 'NET_WORTH_TRACKING'

libs/ui/src/lib/accounts-table/accounts-table.component.html

@@ -50,13 +50,15 @@
         <ng-container i18n>Name</ng-container>
       </th>
       <td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
+        <div class="align-items-center d-flex">
           <gf-entity-logo
-          class="d-inline d-sm-none mr-1"
+            class="d-sm-none mr-1"
             [hasPlaceholder]="true"
             [tooltip]="element.platform?.name"
             [url]="element.platform?.url"
           />
           <span>{{ element.name }}</span>
+        </div>
       </td>
       <td *matFooterCellDef class="px-1" i18n mat-footer-cell>Total</td>
     </ng-container>

libs/ui/src/lib/i18n.ts

@@ -107,6 +107,7 @@ const locales = {
   DIVIDEND_TRACKING: $localize`Dividend Tracking`,
   ETF_TRACKING: $localize`ETF Tracking`,
   FAMILY_OFFICE: $localize`Family Office`,
+  FINANCIAL_ADVISOR: $localize`Financial Advisor`,
   FINANCIAL_PLANNING: $localize`Financial Planning`,
   INVESTMENT_RESEARCH: $localize`Investment Research`,
   NET_WORTH_TRACKING: $localize`Net Worth Tracking`,

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "ghostfolio",
-  "version": "3.72.0",
+  "version": "3.73.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "ghostfolio",
-      "version": "3.72.0",
+      "version": "3.73.0",
       "hasInstallScript": true,
       "license": "AGPL-3.0",
       "dependencies": {
@@ -21,9 +21,9 @@
         "@angular/platform-browser-dynamic": "22.1.2",
         "@angular/router": "22.1.2",
         "@angular/service-worker": "22.1.2",
-        "@bull-board/api": "9.9.0",
+        "@bull-board/api": "9.10.1",
-        "@bull-board/express": "9.9.0",
+        "@bull-board/express": "9.10.1",
-        "@bull-board/nestjs": "9.9.0",
+        "@bull-board/nestjs": "9.10.1",
         "@codewithdan/observable-store": "3.0.0",
         "@date-fns/utc": "2.1.1",
         "@internationalized/number": "3.6.8",
@@ -49,7 +49,7 @@
         "@openrouter/ai-sdk-provider": "3.0.0",
         "@prisma/adapter-pg": "7.10.0",
         "@prisma/client": "7.10.0",
-        "@rekog/mcp-nest": "2.0.2",
+        "@rekog/mcp-nest": "2.0.7",
         "@simplewebauthn/browser": "13.3.0",
         "@simplewebauthn/server": "13.3.1",
         "ai": "7.0.37",
@@ -107,7 +107,7 @@
         "undici": "8.10.0",
         "uuid": "14.0.2",
         "yahoo-finance2": "4.0.2",
-        "zod": "4.5.4",
+        "zod": "4.6.5",
         "zone.js": "0.16.3"
       },
       "devDependencies": {
@@ -6168,15 +6168,16 @@
       "license": "(Apache-2.0 AND BSD-3-Clause)"
     },
     "node_modules/@bull-board/api": {
-      "version": "9.9.0",
+      "version": "9.10.1",
-      "resolved": "https://registry.npmjs.org/@bull-board/api/-/api-9.9.0.tgz",
+      "resolved": "https://registry.npmjs.org/@bull-board/api/-/api-9.10.1.tgz",
-      "integrity": "sha512-tL6rSqBjLkL5MbOwuf8/6W2jLDw+ZZpnqjzHAoerdQ2P8gkbgzhdZJHn48EvDWB/VtqAKLJdlCYafxiYy+NHNg==",
+      "integrity": "sha512-yaFVInFvQAKHQwW7xxdoWQaC2xW1f8JOAZ5k6Zl8GQBTnlhm6UmeRQUr2Gb6wMgfl5v61p2eSupPow2CEvz0ng==",
       "license": "MIT",
       "dependencies": {
-        "redis-info": "^3.1.0"
+        "redis-info": "^3.1.0",
+        "valibot": "^1.5.0"
       },
       "peerDependencies": {
-        "@bull-board/ui": "9.9.0",
+        "@bull-board/ui": "9.10.1",
         "bull": "^4.16.5",
         "bullmq": "^5.56.0 || ^6.0.0"
       },
@@ -6189,14 +6190,28 @@
         }
       }
     },
+    "node_modules/@bull-board/api/node_modules/valibot": {
+      "version": "1.5.0",
+      "resolved": "https://registry.npmjs.org/valibot/-/valibot-1.5.0.tgz",
+      "integrity": "sha512-nil6AkP2TChWL43Z5uJ6GTxX01CUA+g8LWUM+N/rB9NBbkUMaUsi9PUNzlUPgoKASgmx9f7eGOYpJ04/fSa6FQ==",
+      "license": "MIT",
+      "peerDependencies": {
+        "typescript": ">=5"
+      },
+      "peerDependenciesMeta": {
+        "typescript": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/@bull-board/express": {
-      "version": "9.9.0",
+      "version": "9.10.1",
-      "resolved": "https://registry.npmjs.org/@bull-board/express/-/express-9.9.0.tgz",
+      "resolved": "https://registry.npmjs.org/@bull-board/express/-/express-9.10.1.tgz",
-      "integrity": "sha512-DRxm9IjpvVunKTaEYTputoM+qMUYZpptei0f0y5MuaA4mh8tbRRZjJKx53DJ98cw10SgJ3hDDbjmZ4u9ycHlJQ==",
+      "integrity": "sha512-sUXrFAwbllDNGyieB51Xr7bFa+f7uPdWWPMcArROYlAXsZqrG0HyRPf81bpCX8ZnBGTUcbsEq9jSdRpEfbqm7g==",
       "license": "MIT",
       "dependencies": {
-        "@bull-board/api": "9.9.0",
+        "@bull-board/api": "9.10.1",
-        "@bull-board/ui": "9.9.0",
+        "@bull-board/ui": "9.10.1",
         "ejs": "^6.0.1",
         "express": "^5.2.1"
       }
@@ -6214,12 +6229,12 @@
       }
     },
     "node_modules/@bull-board/nestjs": {
-      "version": "9.9.0",
+      "version": "9.10.1",
-      "resolved": "https://registry.npmjs.org/@bull-board/nestjs/-/nestjs-9.9.0.tgz",
+      "resolved": "https://registry.npmjs.org/@bull-board/nestjs/-/nestjs-9.10.1.tgz",
-      "integrity": "sha512-L5p6cZDJCpt4/9EvL+o0ilq3flWsbfRFrqXbNVoGVNvHA3X4BqcN0V1LE5TLYfo+4wRYmtfSAOsKs/elLReuGg==",
+      "integrity": "sha512-u63jkaco3CBaJuasHVrB1E7MHo6bwfdnn3A1hb3Sl7EKnhsh1QIiBUx8DQd6s/8S5rOUbYiXh0sCaJkShl5RhQ==",
       "license": "MIT",
       "peerDependencies": {
-        "@bull-board/api": "^9.9.0",
+        "@bull-board/api": "^9.10.1",
         "@nestjs/bull-shared": "^10.0.0 || ^11.0.0 || ^12.0.0",
         "@nestjs/common": "^9.0.0 || ^10.0.0 || ^11.0.0 || ^12.0.0",
         "@nestjs/core": "^9.0.0 || ^10.0.0 || ^11.0.0 || ^12.0.0",
@@ -6228,12 +6243,12 @@
       }
     },
     "node_modules/@bull-board/ui": {
-      "version": "9.9.0",
+      "version": "9.10.1",
-      "resolved": "https://registry.npmjs.org/@bull-board/ui/-/ui-9.9.0.tgz",
+      "resolved": "https://registry.npmjs.org/@bull-board/ui/-/ui-9.10.1.tgz",
-      "integrity": "sha512-kgq/xBw+UEf/QUpqwjt3846qU0LCJQgzxNKy4+hhr3WPYZcpcd7V4By45fXbueBLJm3NKBEpskymRJS6HuVLjA==",
+      "integrity": "sha512-1E0zbLaljf+Zhx3nDUotzsG2Dz7/4i72nWCxKkFwxfz65MKXfObo2mXWMuIDoXAeWSa3sm7hlPj3h3scts4DaQ==",
       "license": "MIT",
       "dependencies": {
-        "@bull-board/api": "9.9.0"
+        "@bull-board/api": "9.10.1"
       }
     },
     "node_modules/@cacheable/utils": {
@@ -13599,14 +13614,13 @@
       }
     },
     "node_modules/@rekog/mcp-nest": {
-      "version": "2.0.2",
+      "version": "2.0.7",
-      "resolved": "https://registry.npmjs.org/@rekog/mcp-nest/-/mcp-nest-2.0.2.tgz",
+      "resolved": "https://registry.npmjs.org/@rekog/mcp-nest/-/mcp-nest-2.0.7.tgz",
-      "integrity": "sha512-kuye6wmRk5Gw4KZSCSXd83cWznRw4eFbvNUXsd8+1dYcS4uWKVVbRvxQIKNCyxc2UcljpsmLpnksr1NCRn3YAQ==",
+      "integrity": "sha512-8DWrSapEA9Z/YJL9dFmj7sSbemmeQmf0VkGkW6Sn1itwKFf0n9hzTiwWt8XBtZvV5JVDNCtvRZKYYKgNjDcYPg==",
       "license": "MIT",
       "dependencies": {
-        "multer": "^2.2.0",
+        "multer": "^2.3.0",
-        "path-to-regexp": "^8.4.2",
+        "path-to-regexp": "^8.4.2"
-        "rxjs": "^7.8.2"
       },
       "peerDependencies": {
         "@modelcontextprotocol/core": "^2.0.0-beta.5",
@@ -13615,9 +13629,10 @@
         "@nestjs/common": ">=9.0.0",
         "@nestjs/core": ">=9.0.0",
         "@nestjs/microservices": ">=9.0.0",
-        "@nestjs/platform-fastify": "^11.1.5",
+        "@nestjs/platform-fastify": "^11.1.5 || ^12.0.0",
         "express": ">=4.0.0",
         "reflect-metadata": "^0.2.2",
+        "rxjs": "^7.1.0",
         "zod": "^4.3.5"
       },
       "peerDependenciesMeta": {
@@ -13626,13 +13641,65 @@
         }
       }
     },
-    "node_modules/@rekog/mcp-nest/node_modules/rxjs": {
+    "node_modules/@rekog/mcp-nest/node_modules/media-typer": {
-      "version": "7.8.2",
+      "version": "0.3.0",
-      "resolved": "https://registry.npmjs.org/rxjs/-/rxjs-7.8.2.tgz",
+      "resolved": "https://registry.npmjs.org/media-typer/-/media-typer-0.3.0.tgz",
-      "integrity": "sha512-dhKf903U/PQZY6boNNtAGdWbG85WAbjT/1xYoZIC7FAY0yWapOBQVsVrDl58W86//e1VpMNBtRV4MaXfdMySFA==",
+      "integrity": "sha512-dq+qelQ9akHpcOl/gUVRTxVIOkAJ1wR3QAvb4RsVjS8oVoFjDGTc679wJYmUmknUF5HwMLOgb5O+a3KxfWapPQ==",
-      "license": "Apache-2.0",
+      "license": "MIT",
+      "engines": {
+        "node": ">= 0.6"
+      }
+    },
+    "node_modules/@rekog/mcp-nest/node_modules/mime-db": {
+      "version": "1.52.0",
+      "resolved": "https://registry.npmjs.org/mime-db/-/mime-db-1.52.0.tgz",
+      "integrity": "sha512-sPU4uV7dYlvtWJxwwxHD0PuihVNiE7TyAbQ5SWxDCB9mUYvOgroQOwYQQOKPJ8CIbE+1ETVlOoK1UC2nU3gYvg==",
+      "license": "MIT",
+      "engines": {
+        "node": ">= 0.6"
+      }
+    },
+    "node_modules/@rekog/mcp-nest/node_modules/mime-types": {
+      "version": "2.1.35",
+      "resolved": "https://registry.npmjs.org/mime-types/-/mime-types-2.1.35.tgz",
+      "integrity": "sha512-ZDY+bPm5zTTF+YpCrAU9nK0UgICYPT0QtT1NZWFv4s++TNkcgVaT0g6+4R2uI4MjQjzysHB1zxuWL50hzaeXiw==",
+      "license": "MIT",
       "dependencies": {
-        "tslib": "^2.1.0"
+        "mime-db": "1.52.0"
+      },
+      "engines": {
+        "node": ">= 0.6"
+      }
+    },
+    "node_modules/@rekog/mcp-nest/node_modules/multer": {
+      "version": "2.4.0",
+      "resolved": "https://registry.npmjs.org/multer/-/multer-2.4.0.tgz",
+      "integrity": "sha512-7dqa0ZcFfzbefdTuIkzOSMvZWC0J7FLqBOjJUZvDCXShIURWKxAyTT1wHhnE5q19c7jOJf43IYYKjBmZVZmvhg==",
+      "license": "MIT",
+      "dependencies": {
+        "append-field": "^1.0.0",
+        "busboy": "^1.6.0",
+        "type-is": "^1.6.18"
+      },
+      "engines": {
+        "node": ">= 10.16.0"
+      },
+      "funding": {
+        "type": "opencollective",
+        "url": "https://opencollective.com/express"
+      }
+    },
+    "node_modules/@rekog/mcp-nest/node_modules/type-is": {
+      "version": "1.6.18",
+      "resolved": "https://registry.npmjs.org/type-is/-/type-is-1.6.18.tgz",
+      "integrity": "sha512-TkRKr9sUTxEH8MdfuCSP7VizJyzRNMjj2J2do2Jr3Kym598JVdEksuzPQCnlFPW4ky9Q+iA+ma9BGm06XQBy8g==",
+      "license": "MIT",
+      "dependencies": {
+        "media-typer": "0.3.0",
+        "mime-types": "~2.1.24"
+      },
+      "engines": {
+        "node": ">= 0.6"
       }
     },
     "node_modules/@rolldown/binding-android-arm64": {
@@ -37272,9 +37339,9 @@
       }
     },
     "node_modules/zod": {
-      "version": "4.5.4",
+      "version": "4.6.5",
-      "resolved": "https://registry.npmjs.org/zod/-/zod-4.5.4.tgz",
+      "resolved": "https://registry.npmjs.org/zod/-/zod-4.6.5.tgz",
-      "integrity": "sha512-sC95tT5iHHH9gtpj6A81kh+NEaRAUFN+qlUPDUbRfOMvNf5QCBqsb3WgvnpVtK5Y+4UfA6KqufotuTvMGiTlsA==",
+      "integrity": "sha512-v5l/aFXZQeai4awLbOpSoHecE9UiMrnfx75tEXLjNonXVARxQ5mOeipTjROUchszUNCqnE+hqAMujRsRHsut2Q==",
       "license": "MIT",
       "funding": {
         "url": "https://github.com/sponsors/colinhacks"

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "3.72.0",
+  "version": "3.73.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",
@@ -65,9 +65,9 @@
     "@angular/platform-browser-dynamic": "22.1.2",
     "@angular/router": "22.1.2",
     "@angular/service-worker": "22.1.2",
-    "@bull-board/api": "9.9.0",
+    "@bull-board/api": "9.10.1",
-    "@bull-board/express": "9.9.0",
+    "@bull-board/express": "9.10.1",
-    "@bull-board/nestjs": "9.9.0",
+    "@bull-board/nestjs": "9.10.1",
     "@codewithdan/observable-store": "3.0.0",
     "@date-fns/utc": "2.1.1",
     "@internationalized/number": "3.6.8",
@@ -93,7 +93,7 @@
     "@openrouter/ai-sdk-provider": "3.0.0",
     "@prisma/adapter-pg": "7.10.0",
     "@prisma/client": "7.10.0",
-    "@rekog/mcp-nest": "2.0.2",
+    "@rekog/mcp-nest": "2.0.7",
     "@simplewebauthn/browser": "13.3.0",
     "@simplewebauthn/server": "13.3.1",
     "ai": "7.0.37",
@@ -151,7 +151,7 @@
     "undici": "8.10.0",
     "uuid": "14.0.2",
     "yahoo-finance2": "4.0.2",
-    "zod": "4.5.4",
+    "zod": "4.6.5",
     "zone.js": "0.16.3"
   },
   "devDependencies": {