Merge remote-tracking branch 'upstream/main' into refactor/portfolio-filter-component

CHANGELOG.md

@@ -9,7 +9,20 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
+- Added support for data gathering by date range in the asset profile details dialog of the admin control panel
+
+### Changed
+
+- Formatted the holdings table in the _Copy AI prompt to clipboard for analysis_ action on the analysis page (experimental)
+- Formatted the holdings table in the _Copy portfolio data to clipboard for AI prompt_ action of the analysis page (experimental)
+- Improved the language localization for German (`de`)
+
+## 2.209.0 - 2025-10-18
+
+### Added
+
 - Extended the glossary of the resources page by _Stealth Wealth_
+- Extended the content of the pricing page
 - Added a _Storybook_ story for the holdings table component
 
 ### Changed
@@ -19,11 +32,17 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Improved the currency validation in the search functionality of the data provider service
 - Optimized the get quotes functionality by utilizing the asset profile resolutions in the _Financial Modeling Prep_ service
 - Extracted the footer to a component
+- Refactored the blog page component to standalone
+- Improved the portfolio calculator unit tests to load the user currency from the exported file
+- Improved the language localization for German (`de`)
 
 ### Fixed
 
+- Fixed an issue in the `csv` file import where custom asset profiles failed due to validation errors
+- Fixed an issue with the total buy and sell calculation in the summary related to activities in a custom currency
 - Respected the include indices flag in the search functionality of the _Financial Modeling Prep_ service
 - Fixed an issue where the scroll position was not restored when changing pages
+- Fixed the word wrap in the menus of the activities table component
 - Fixed the dark mode in the _As seen in_ section on the landing page
 
 ## 2.208.0 - 2025-10-11

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

@@ -169,7 +169,7 @@ export class AdminController {
     let date: Date;
 
     if (dateRange) {
-      const { startDate } = getIntervalFromDateRange(dateRange, new Date());
+      const { startDate } = getIntervalFromDateRange(dateRange);
       date = startDate;
     }
 

apps/api/src/app/endpoints/ai/ai.service.ts

@@ -10,6 +10,7 @@ import type { AiPromptMode } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { createOpenRouter } from '@openrouter/ai-sdk-provider';
 import { generateText } from 'ai';
+import tablemark, { ColumnDescriptor } from 'tablemark';
 
 @Injectable()
 export class AiService {
@@ -58,34 +59,50 @@ export class AiService {
       userId
     });
 
-    const holdingsTable = [
-      '| Name | Symbol | Currency | Asset Class | Asset Sub Class | Allocation in Percentage |',
-      '| --- | --- | --- | --- | --- | --- |',
-      ...Object.values(holdings)
-        .sort((a, b) => {
-          return b.allocationInPercentage - a.allocationInPercentage;
-        })
-        .map(
-          ({
-            allocationInPercentage,
-            assetClass,
-            assetSubClass,
-            currency,
-            name,
-            symbol
-          }) => {
-            return `| ${name} | ${symbol} | ${currency} | ${assetClass} | ${assetSubClass} | ${(allocationInPercentage * 100).toFixed(3)}% |`;
-          }
-        )
+    const holdingsTableColumns: ColumnDescriptor[] = [
+      { name: 'Name' },
+      { name: 'Symbol' },
+      { name: 'Currency' },
+      { name: 'Asset Class' },
+      { name: 'Asset Sub Class' },
+      { align: 'right', name: 'Allocation in Percentage' }
     ];
 
+    const holdingsTableRows = Object.values(holdings)
+      .sort((a, b) => {
+        return b.allocationInPercentage - a.allocationInPercentage;
+      })
+      .map(
+        ({
+          allocationInPercentage,
+          assetClass,
+          assetSubClass,
+          currency,
+          name,
+          symbol
+        }) => {
+          return {
+            Name: name,
+            Symbol: symbol,
+            Currency: currency,
+            'Asset Class': assetClass ?? '',
+            'Asset Sub Class': assetSubClass ?? '',
+            'Allocation in Percentage': `${(allocationInPercentage * 100).toFixed(3)}%`
+          };
+        }
+      );
+
+    const holdingsTableString = tablemark(holdingsTableRows, {
+      columns: holdingsTableColumns
+    });
+
     if (mode === 'portfolio') {
-      return holdingsTable.join('\n');
+      return holdingsTableString;
     }
 
     return [
       `You are a neutral financial assistant. Please analyze the following investment portfolio (base currency being ${userCurrency}) in simple words.`,
-      ...holdingsTable,
+      holdingsTableString,
       'Structure your answer with these sections:',
       'Overview: Briefly summarize the portfolio’s composition and allocation rationale.',
       'Risk Assessment: Identify potential risks, including market volatility, concentration, and sectoral imbalances.',

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

@@ -8,7 +8,7 @@ import { getIntervalFromDateRange } from '@ghostfolio/common/calculation-helper'
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import type {
   AssetProfileIdentifier,
-  BenchmarkMarketDataDetails,
+  BenchmarkMarketDataDetailsResponse,
   BenchmarkResponse
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
@@ -125,7 +125,7 @@ export class BenchmarksController {
     @Query('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string,
     @Query('withExcludedAccounts') withExcludedAccountsParam = 'false'
-  ): Promise<BenchmarkMarketDataDetails> {
+  ): Promise<BenchmarkMarketDataDetailsResponse> {
     const { endDate, startDate } = getIntervalFromDateRange(
       dateRange,
       new Date(startDateString)

apps/api/src/app/endpoints/benchmarks/benchmarks.service.ts

@@ -6,7 +6,7 @@ import { MarketDataService } from '@ghostfolio/api/services/market-data/market-d
 import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper';
 import {
   AssetProfileIdentifier,
-  BenchmarkMarketDataDetails,
+  BenchmarkMarketDataDetailsResponse,
   Filter
 } from '@ghostfolio/common/interfaces';
 import { DateRange, UserWithSettings } from '@ghostfolio/common/types';
@@ -43,7 +43,7 @@ export class BenchmarksService {
     startDate: Date;
     user: UserWithSettings;
     withExcludedAccounts?: boolean;
-  } & AssetProfileIdentifier): Promise<BenchmarkMarketDataDetails> {
+  } & AssetProfileIdentifier): Promise<BenchmarkMarketDataDetailsResponse> {
     const marketData: { date: string; value: number }[] = [];
     const userCurrency = user.settings.settings.baseCurrency;
     const userId = user.id;

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

@@ -743,14 +743,27 @@ export class ImportService {
       }
 
       if (!assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })]) {
-        const assetProfile = {
-          currency,
-          ...(
+        if (['FEE', 'INTEREST', 'LIABILITY'].includes(type)) {
+          // Skip asset profile validation for FEE, INTEREST, and LIABILITY
+          // as these activity types don't require asset profiles
+          assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] = {
+            currency,
+            dataSource,
+            symbol
+          };
+
+          continue;
+        }
+
+        let assetProfile: Partial<SymbolProfile> = { currency };
+
+        try {
+          assetProfile = (
             await this.dataProviderService.getAssetProfiles([
               { dataSource, symbol }
             ])
-          )?.[symbol]
-        };
+          )?.[symbol];
+        } catch {}
 
         if (!assetProfile?.name) {
           const assetProfileInImport = assetProfilesWithMarketDataDto?.find(
@@ -787,11 +800,7 @@ export class ImportService {
           }
         }
 
-        if (
-          (dataSource !== 'MANUAL' && type === 'BUY') ||
-          type === 'DIVIDEND' ||
-          type === 'SELL'
-        ) {
+        if (!['FEE', 'INTEREST', 'LIABILITY'].includes(type)) {
           if (!assetProfile?.name) {
             throw new Error(
               `activities.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`

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

@@ -1,3 +1,5 @@
+import { Export } from '@ghostfolio/common/interfaces';
+
 import { readFileSync } from 'node:fs';
 
 export const activityDummyData = {
@@ -37,6 +39,6 @@ export const userDummyData = {
   id: 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx'
 };
 
-export function loadActivityExportFile(filePath: string) {
-  return JSON.parse(readFileSync(filePath, 'utf8')).activities;
+export function loadExportFile(filePath: string): Export {
+  return JSON.parse(readFileSync(filePath, 'utf8'));
 }

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btceur.spec.ts

@@ -1,8 +1,7 @@
-import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import {
   activityDummyData,
-  loadActivityExportFile,
+  loadExportFile,
   symbolProfileDummyData,
   userDummyData
 } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@@ -16,9 +15,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
 import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
 import { parseDate } from '@ghostfolio/common/helper';
+import { Export } from '@ghostfolio/common/interfaces';
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
-import { Tag } from '@prisma/client';
 import { Big } from 'big.js';
 import { join } from 'node:path';
 
@@ -53,7 +52,7 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
 });
 
 describe('PortfolioCalculator', () => {
-  let activityDtos: CreateOrderDto[];
+  let exportResponse: Export;
 
   let configurationService: ConfigurationService;
   let currentRateService: CurrentRateService;
@@ -63,7 +62,7 @@ describe('PortfolioCalculator', () => {
   let redisCacheService: RedisCacheService;
 
   beforeAll(() => {
-    activityDtos = loadActivityExportFile(
+    exportResponse = loadExportFile(
       join(__dirname, '../../../../../../../test/import/ok/btceur.json')
     );
   });
@@ -97,28 +96,27 @@ describe('PortfolioCalculator', () => {
     it.only('with BTCUSD buy (in EUR)', async () => {
       jest.useFakeTimers().setSystemTime(parseDate('2022-01-14').getTime());
 
-      const activities: Activity[] = activityDtos.map((activity) => ({
-        ...activityDummyData,
-        ...activity,
-        date: parseDate(activity.date),
-        feeInAssetProfileCurrency: 4.46,
-        SymbolProfile: {
-          ...symbolProfileDummyData,
-          currency: 'USD',
-          dataSource: activity.dataSource,
-          name: 'Bitcoin',
-          symbol: activity.symbol
-        },
-        tags: activity.tags?.map((id) => {
-          return { id } as Tag;
-        }),
-        unitPriceInAssetProfileCurrency: 44558.42
-      }));
+      const activities: Activity[] = exportResponse.activities.map(
+        (activity) => ({
+          ...activityDummyData,
+          ...activity,
+          date: parseDate(activity.date),
+          feeInAssetProfileCurrency: 4.46,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: activity.dataSource,
+            name: 'Bitcoin',
+            symbol: activity.symbol
+          },
+          unitPriceInAssetProfileCurrency: 44558.42
+        })
+      );
 
       const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
         activities,
         calculationType: PerformanceCalculationType.ROAI,
-        currency: 'USD',
+        currency: exportResponse.user.settings.currency,
         userId: userDummyData.id
       });
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd-short.spec.ts

@@ -1,8 +1,7 @@
-import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import {
   activityDummyData,
-  loadActivityExportFile,
+  loadExportFile,
   symbolProfileDummyData,
   userDummyData
 } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@@ -16,9 +15,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
 import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
 import { parseDate } from '@ghostfolio/common/helper';
+import { Export } from '@ghostfolio/common/interfaces';
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
-import { Tag } from '@prisma/client';
 import { Big } from 'big.js';
 import { join } from 'node:path';
 
@@ -53,7 +52,7 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
 });
 
 describe('PortfolioCalculator', () => {
-  let activityDtos: CreateOrderDto[];
+  let exportResponse: Export;
 
   let configurationService: ConfigurationService;
   let currentRateService: CurrentRateService;
@@ -63,7 +62,7 @@ describe('PortfolioCalculator', () => {
   let redisCacheService: RedisCacheService;
 
   beforeAll(() => {
-    activityDtos = loadActivityExportFile(
+    exportResponse = loadExportFile(
       join(__dirname, '../../../../../../../test/import/ok/btcusd-short.json')
     );
   });
@@ -97,28 +96,27 @@ describe('PortfolioCalculator', () => {
     it.only('with BTCUSD short sell (in USD)', async () => {
       jest.useFakeTimers().setSystemTime(parseDate('2022-01-14').getTime());
 
-      const activities: Activity[] = activityDtos.map((activity) => ({
-        ...activityDummyData,
-        ...activity,
-        date: parseDate(activity.date),
-        feeInAssetProfileCurrency: activity.fee,
-        SymbolProfile: {
-          ...symbolProfileDummyData,
-          currency: 'USD',
-          dataSource: activity.dataSource,
-          name: 'Bitcoin',
-          symbol: activity.symbol
-        },
-        tags: activity.tags?.map((id) => {
-          return { id } as Tag;
-        }),
-        unitPriceInAssetProfileCurrency: activity.unitPrice
-      }));
+      const activities: Activity[] = exportResponse.activities.map(
+        (activity) => ({
+          ...activityDummyData,
+          ...activity,
+          date: parseDate(activity.date),
+          feeInAssetProfileCurrency: activity.fee,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: activity.dataSource,
+            name: 'Bitcoin',
+            symbol: activity.symbol
+          },
+          unitPriceInAssetProfileCurrency: activity.unitPrice
+        })
+      );
 
       const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
         activities,
         calculationType: PerformanceCalculationType.ROAI,
-        currency: 'USD',
+        currency: exportResponse.user.settings.currency,
         userId: userDummyData.id
       });
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd.spec.ts

@@ -1,8 +1,7 @@
-import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import {
   activityDummyData,
-  loadActivityExportFile,
+  loadExportFile,
   symbolProfileDummyData,
   userDummyData
 } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@@ -16,9 +15,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
 import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
 import { parseDate } from '@ghostfolio/common/helper';
+import { Export } from '@ghostfolio/common/interfaces';
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
-import { Tag } from '@prisma/client';
 import { Big } from 'big.js';
 import { join } from 'node:path';
 
@@ -53,7 +52,7 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
 });
 
 describe('PortfolioCalculator', () => {
-  let activityDtos: CreateOrderDto[];
+  let exportResponse: Export;
 
   let configurationService: ConfigurationService;
   let currentRateService: CurrentRateService;
@@ -63,7 +62,7 @@ describe('PortfolioCalculator', () => {
   let redisCacheService: RedisCacheService;
 
   beforeAll(() => {
-    activityDtos = loadActivityExportFile(
+    exportResponse = loadExportFile(
       join(__dirname, '../../../../../../../test/import/ok/btcusd.json')
     );
   });
@@ -97,28 +96,27 @@ describe('PortfolioCalculator', () => {
     it.only('with BTCUSD buy (in USD)', async () => {
       jest.useFakeTimers().setSystemTime(parseDate('2022-01-14').getTime());
 
-      const activities: Activity[] = activityDtos.map((activity) => ({
-        ...activityDummyData,
-        ...activity,
-        date: parseDate(activity.date),
-        feeInAssetProfileCurrency: 4.46,
-        SymbolProfile: {
-          ...symbolProfileDummyData,
-          currency: 'USD',
-          dataSource: activity.dataSource,
-          name: 'Bitcoin',
-          symbol: activity.symbol
-        },
-        tags: activity.tags?.map((id) => {
-          return { id } as Tag;
-        }),
-        unitPriceInAssetProfileCurrency: 44558.42
-      }));
+      const activities: Activity[] = exportResponse.activities.map(
+        (activity) => ({
+          ...activityDummyData,
+          ...activity,
+          date: parseDate(activity.date),
+          feeInAssetProfileCurrency: 4.46,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: activity.dataSource,
+            name: 'Bitcoin',
+            symbol: activity.symbol
+          },
+          unitPriceInAssetProfileCurrency: 44558.42
+        })
+      );
 
       const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
         activities,
         calculationType: PerformanceCalculationType.ROAI,
-        currency: 'USD',
+        currency: exportResponse.user.settings.currency,
         userId: userDummyData.id
       });
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell-partially.spec.ts

@@ -1,8 +1,7 @@
-import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import {
   activityDummyData,
-  loadActivityExportFile,
+  loadExportFile,
   symbolProfileDummyData,
   userDummyData
 } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@@ -16,9 +15,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
 import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
 import { parseDate } from '@ghostfolio/common/helper';
+import { Export } from '@ghostfolio/common/interfaces';
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
-import { Tag } from '@prisma/client';
 import { Big } from 'big.js';
 import { join } from 'node:path';
 
@@ -53,7 +52,7 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
 });
 
 describe('PortfolioCalculator', () => {
-  let activityDtos: CreateOrderDto[];
+  let exportResponse: Export;
 
   let configurationService: ConfigurationService;
   let currentRateService: CurrentRateService;
@@ -63,7 +62,7 @@ describe('PortfolioCalculator', () => {
   let redisCacheService: RedisCacheService;
 
   beforeAll(() => {
-    activityDtos = loadActivityExportFile(
+    exportResponse = loadExportFile(
       join(
         __dirname,
         '../../../../../../../test/import/ok/novn-buy-and-sell-partially.json'
@@ -100,28 +99,27 @@ describe('PortfolioCalculator', () => {
     it.only('with NOVN.SW buy and sell partially', async () => {
       jest.useFakeTimers().setSystemTime(parseDate('2022-04-11').getTime());
 
-      const activities: Activity[] = activityDtos.map((activity) => ({
-        ...activityDummyData,
-        ...activity,
-        date: parseDate(activity.date),
-        feeInAssetProfileCurrency: activity.fee,
-        SymbolProfile: {
-          ...symbolProfileDummyData,
-          currency: activity.currency,
-          dataSource: activity.dataSource,
-          name: 'Novartis AG',
-          symbol: activity.symbol
-        },
-        tags: activity.tags?.map((id) => {
-          return { id } as Tag;
-        }),
-        unitPriceInAssetProfileCurrency: activity.unitPrice
-      }));
+      const activities: Activity[] = exportResponse.activities.map(
+        (activity) => ({
+          ...activityDummyData,
+          ...activity,
+          date: parseDate(activity.date),
+          feeInAssetProfileCurrency: activity.fee,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: activity.currency,
+            dataSource: activity.dataSource,
+            name: 'Novartis AG',
+            symbol: activity.symbol
+          },
+          unitPriceInAssetProfileCurrency: activity.unitPrice
+        })
+      );
 
       const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
         activities,
         calculationType: PerformanceCalculationType.ROAI,
-        currency: 'CHF',
+        currency: exportResponse.user.settings.currency,
         userId: userDummyData.id
       });
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell.spec.ts

@@ -1,8 +1,7 @@
-import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import {
   activityDummyData,
-  loadActivityExportFile,
+  loadExportFile,
   symbolProfileDummyData,
   userDummyData
 } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@@ -16,9 +15,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
 import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
 import { parseDate } from '@ghostfolio/common/helper';
+import { Export } from '@ghostfolio/common/interfaces';
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
-import { Tag } from '@prisma/client';
 import { Big } from 'big.js';
 import { join } from 'node:path';
 
@@ -53,7 +52,7 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
 });
 
 describe('PortfolioCalculator', () => {
-  let activityDtos: CreateOrderDto[];
+  let exportResponse: Export;
 
   let configurationService: ConfigurationService;
   let currentRateService: CurrentRateService;
@@ -63,7 +62,7 @@ describe('PortfolioCalculator', () => {
   let redisCacheService: RedisCacheService;
 
   beforeAll(() => {
-    activityDtos = loadActivityExportFile(
+    exportResponse = loadExportFile(
       join(
         __dirname,
         '../../../../../../../test/import/ok/novn-buy-and-sell.json'
@@ -100,28 +99,27 @@ describe('PortfolioCalculator', () => {
     it.only('with NOVN.SW buy and sell', async () => {
       jest.useFakeTimers().setSystemTime(parseDate('2022-04-11').getTime());
 
-      const activities: Activity[] = activityDtos.map((activity) => ({
-        ...activityDummyData,
-        ...activity,
-        date: parseDate(activity.date),
-        feeInAssetProfileCurrency: activity.fee,
-        SymbolProfile: {
-          ...symbolProfileDummyData,
-          currency: activity.currency,
-          dataSource: activity.dataSource,
-          name: 'Novartis AG',
-          symbol: activity.symbol
-        },
-        tags: activity.tags?.map((id) => {
-          return { id } as Tag;
-        }),
-        unitPriceInAssetProfileCurrency: activity.unitPrice
-      }));
+      const activities: Activity[] = exportResponse.activities.map(
+        (activity) => ({
+          ...activityDummyData,
+          ...activity,
+          date: parseDate(activity.date),
+          feeInAssetProfileCurrency: activity.fee,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: activity.currency,
+            dataSource: activity.dataSource,
+            name: 'Novartis AG',
+            symbol: activity.symbol
+          },
+          unitPriceInAssetProfileCurrency: activity.unitPrice
+        })
+      );
 
       const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
         activities,
         calculationType: PerformanceCalculationType.ROAI,
-        currency: 'CHF',
+        currency: exportResponse.user.settings.currency,
         userId: userDummyData.id
       });
 

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

@@ -19,10 +19,10 @@ import {
 } from '@ghostfolio/common/config';
 import {
   PortfolioDetails,
-  PortfolioDividends,
+  PortfolioDividendsResponse,
   PortfolioHoldingResponse,
   PortfolioHoldingsResponse,
-  PortfolioInvestments,
+  PortfolioInvestmentsResponse,
   PortfolioPerformanceResponse,
   PortfolioReportResponse
 } from '@ghostfolio/common/interfaces';
@@ -197,7 +197,7 @@ export class PortfolioController {
         'filteredValueInBaseCurrency',
         'grossPerformance',
         'grossPerformanceWithCurrencyEffect',
-        'interest',
+        'interestInBaseCurrency',
         'items',
         'liabilities',
         'netPerformance',
@@ -305,7 +305,7 @@ export class PortfolioController {
     @Query('range') dateRange: DateRange = 'max',
     @Query('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string
-  ): Promise<PortfolioDividends> {
+  ): Promise<PortfolioDividendsResponse> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
@@ -439,7 +439,7 @@ export class PortfolioController {
     @Query('range') dateRange: DateRange = 'max',
     @Query('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string
-  ): Promise<PortfolioInvestments> {
+  ): Promise<PortfolioInvestmentsResponse> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,

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

@@ -46,7 +46,7 @@ import {
   InvestmentItem,
   PortfolioDetails,
   PortfolioHoldingResponse,
-  PortfolioInvestments,
+  PortfolioInvestmentsResponse,
   PortfolioPerformanceResponse,
   PortfolioPosition,
   PortfolioReportResponse,
@@ -397,7 +397,7 @@ export class PortfolioService {
     impersonationId: string;
     savingsRate: number;
     userId: string;
-  }): Promise<PortfolioInvestments> {
+  }): Promise<PortfolioInvestmentsResponse> {
     userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
     const userCurrency = this.getUserCurrency(user);
@@ -448,7 +448,7 @@ export class PortfolioService {
       });
     }
 
-    let streaks: PortfolioInvestments['streaks'];
+    let streaks: PortfolioInvestmentsResponse['streaks'];
 
     if (savingsRate) {
       streaks = this.getStreaks({
@@ -2105,7 +2105,7 @@ export class PortfolioService {
       )
         .plus(fees)
         .toNumber(),
-      interest: interest.toNumber(),
+      interestInBaseCurrency: interest.toNumber(),
       liabilitiesInBaseCurrency: liabilities.toNumber(),
       totalInvestment: totalInvestment.toNumber(),
       totalValueInBaseCurrency: netWorth
@@ -2126,11 +2126,11 @@ export class PortfolioService {
         .filter(({ isDraft, type }) => {
           return isDraft === false && type === activityType;
         })
-        .map(({ quantity, SymbolProfile, unitPrice }) => {
+        .map(({ currency, quantity, SymbolProfile, unitPrice }) => {
           return new Big(
             this.exchangeRateDataService.toCurrency(
               new Big(quantity).mul(unitPrice).toNumber(),
-              SymbolProfile.currency,
+              currency ?? SymbolProfile.currency,
               userCurrency
             )
           );

apps/api/src/helper/object.helper.spec.ts

@@ -1536,7 +1536,7 @@ describe('redactAttributes', () => {
             fireWealth: null,
             grossPerformance: null,
             grossPerformanceWithCurrencyEffect: null,
-            interest: null,
+            interestInBaseCurrency: null,
             items: null,
             liabilities: null,
             totalInvestment: null,
@@ -3039,7 +3039,7 @@ describe('redactAttributes', () => {
         fireWealth: null,
         grossPerformance: null,
         grossPerformanceWithCurrencyEffect: null,
-        interest: null,
+        interestInBaseCurrency: null,
         items: null,
         liabilities: null,
         totalInvestment: null,

apps/client/src/app/app-routing.module.ts

@@ -48,7 +48,7 @@ const routes: Routes = [
   {
     path: publicRoutes.blog.path,
     loadChildren: () =>
-      import('./pages/blog/blog-page.module').then((m) => m.BlogPageModule)
+      import('./pages/blog/blog-page.routes').then((m) => m.routes)
   },
   {
     canActivate: [AuthGuard],

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

@@ -18,6 +18,7 @@ import {
   ScraperConfiguration,
   User
 } from '@ghostfolio/common/interfaces';
+import { DateRange } from '@ghostfolio/common/types';
 import { GfCurrencySelectorComponent } from '@ghostfolio/ui/currency-selector';
 import { GfEntityLogoComponent } from '@ghostfolio/ui/entity-logo';
 import { GfHistoricalMarketDataEditorComponent } from '@ghostfolio/ui/historical-market-data-editor';
@@ -190,6 +191,32 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
   };
 
   public currencies: string[] = [];
+  public dateRangeOptions = [
+    {
+      label: $localize`Current week` + ' (' + $localize`WTD` + ')',
+      value: 'wtd'
+    },
+    {
+      label: $localize`Current month` + ' (' + $localize`MTD` + ')',
+      value: 'mtd'
+    },
+    {
+      label: $localize`Current year` + ' (' + $localize`YTD` + ')',
+      value: 'ytd'
+    },
+    {
+      label: '1 ' + $localize`year` + ' (' + $localize`1Y` + ')',
+      value: '1y'
+    },
+    {
+      label: '5 ' + $localize`years` + ' (' + $localize`5Y` + ')',
+      value: '5y'
+    },
+    {
+      label: $localize`Max`,
+      value: 'max'
+    }
+  ];
   public historicalDataItems: LineChartItem[];
   public isBenchmark = false;
   public isDataGatheringEnabled: boolean;
@@ -405,9 +432,15 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
       .subscribe();
   }
 
-  public onGatherSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
+  public onGatherSymbol({
+    dataSource,
+    range,
+    symbol
+  }: {
+    range?: DateRange;
+  } & AssetProfileIdentifier) {
     this.adminService
-      .gatherSymbol({ dataSource, symbol })
+      .gatherSymbol({ dataSource, range, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe();
   }

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

@@ -26,12 +26,30 @@
         [disabled]="
           assetProfileForm.dirty || !assetProfileForm.controls.isActive.value
         "
+        [matMenuTriggerFor]="gatherHistoricalMarketDataMenu"
         (click)="
           onGatherSymbol({ dataSource: data.dataSource, symbol: data.symbol })
         "
       >
         <ng-container i18n>Gather Historical Market Data</ng-container>
       </button>
+      <mat-menu #gatherHistoricalMarketDataMenu="matMenu">
+        @for (dateRange of dateRangeOptions; track dateRange.value) {
+          <button
+            mat-menu-item
+            type="button"
+            (click)="
+              onGatherSymbol({
+                dataSource: data.dataSource,
+                range: dateRange.value,
+                symbol: data.symbol
+              })
+            "
+          >
+            {{ dateRange.label }}
+          </button>
+        }
+      </mat-menu>
       <button
         mat-menu-item
         type="button"

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

@@ -302,7 +302,7 @@
         [isCurrency]="true"
         [locale]="locale"
         [unit]="baseCurrency"
-        [value]="isLoading ? undefined : summary?.interest"
+        [value]="isLoading ? undefined : summary?.interestInBaseCurrency"
       />
     </div>
   </div>

apps/client/src/app/pages/blog/blog-page.component.ts

@@ -1,19 +1,24 @@
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 
-import { Component, OnDestroy } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { Component, CUSTOM_ELEMENTS_SCHEMA, OnDestroy } from '@angular/core';
+import { MatCardModule } from '@angular/material/card';
+import { RouterModule } from '@angular/router';
+import { IonIcon } from '@ionic/angular/standalone';
 import { addIcons } from 'ionicons';
 import { chevronForwardOutline } from 'ionicons/icons';
 import { Subject } from 'rxjs';
 
 @Component({
   host: { class: 'page' },
+  imports: [CommonModule, IonIcon, MatCardModule, RouterModule],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA],
   selector: 'gf-blog-page',
   styleUrls: ['./blog-page.scss'],
-  templateUrl: './blog-page.html',
-  standalone: false
+  templateUrl: './blog-page.html'
 })
-export class BlogPageComponent implements OnDestroy {
+export class GfBlogPageComponent implements OnDestroy {
   public hasPermissionForSubscription: boolean;
 
   private unsubscribeSubject = new Subject<void>();

apps/client/src/app/pages/blog/blog-page.module.ts

@@ -1,14 +0,0 @@
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatCardModule } from '@angular/material/card';
-import { IonIcon } from '@ionic/angular/standalone';
-
-import { BlogPageRoutingModule } from './blog-page-routing.module';
-import { BlogPageComponent } from './blog-page.component';
-
-@NgModule({
-  declarations: [BlogPageComponent],
-  imports: [BlogPageRoutingModule, CommonModule, IonIcon, MatCardModule],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class BlogPageModule {}

apps/client/src/app/pages/blog/blog-page-routing.module.ts → apps/client/src/app/pages/blog/blog-page.routes.ts

@@ -1,15 +1,14 @@
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { publicRoutes } from '@ghostfolio/common/routes/routes';
 
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
+import { Routes } from '@angular/router';
 
-import { BlogPageComponent } from './blog-page.component';
+import { GfBlogPageComponent } from './blog-page.component';
 
-const routes: Routes = [
+export const routes: Routes = [
   {
     canActivate: [AuthGuard],
-    component: BlogPageComponent,
+    component: GfBlogPageComponent,
     path: '',
     title: publicRoutes.blog.title
   },
@@ -212,9 +211,3 @@ const routes: Routes = [
     title: 'Hacktoberfest 2025'
   }
 ];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class BlogPageRoutingModule {}

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

@@ -346,6 +346,7 @@ export class GfImportActivitiesDialogComponent implements OnDestroy {
                 isDryRun: true,
                 tags: content.tags
               });
+
             this.activities = activities;
             this.dataSource = new MatTableDataSource(activities.reverse());
             this.pageIndex = 0;
@@ -360,15 +361,18 @@ export class GfImportActivitiesDialogComponent implements OnDestroy {
           const content = fileContent.split('\n').slice(1);
 
           try {
-            const data = await this.importActivitiesService.importCsv({
-              fileContent,
-              isDryRun: true,
-              userAccounts: this.data.user.accounts
-            });
-            this.activities = data.activities;
-            this.dataSource = new MatTableDataSource(data.activities.reverse());
+            const { activities, assetProfiles } =
+              await this.importActivitiesService.importCsv({
+                fileContent,
+                isDryRun: true,
+                userAccounts: this.data.user.accounts
+              });
+
+            this.activities = activities;
+            this.assetProfiles = assetProfiles;
+            this.dataSource = new MatTableDataSource(activities.reverse());
             this.pageIndex = 0;
-            this.totalItems = data.activities.length;
+            this.totalItems = activities.length;
           } catch (error) {
             console.error(error);
             this.handleImportError({

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

@@ -6,7 +6,7 @@ import { UserService } from '@ghostfolio/client/services/user/user.service';
 import {
   HistoricalDataItem,
   InvestmentItem,
-  PortfolioInvestments,
+  PortfolioInvestmentsResponse,
   PortfolioPerformance,
   PortfolioPosition,
   ToggleOption,
@@ -94,7 +94,7 @@ export class GfAnalysisPageComponent implements OnDestroy, OnInit {
   public performanceDataItems: HistoricalDataItem[];
   public performanceDataItemsInPercentage: HistoricalDataItem[];
   public portfolioEvolutionDataLabel = $localize`Investment`;
-  public streaks: PortfolioInvestments['streaks'];
+  public streaks: PortfolioInvestmentsResponse['streaks'];
   public top3: PortfolioPosition[];
   public unitCurrentStreak: string;
   public unitLongestStreak: string;

apps/client/src/app/pages/pricing/pricing-page.component.ts

@@ -69,6 +69,16 @@ export class GfPricingPageComponent implements OnDestroy, OnInit {
   public professionalDataProviderTooltipPremium = translate(
     'PROFESSIONAL_DATA_PROVIDER_TOOLTIP_PREMIUM'
   );
+  public referralBrokers = [
+    'DEGIRO',
+    'finpension',
+    'frankly',
+    'Interactive Brokers',
+    'Mintos',
+    'Swissquote',
+    'VIAC',
+    'Zak'
+  ];
   public routerLinkFeatures = publicRoutes.features.routerLink;
   public routerLinkRegister = publicRoutes.register.routerLink;
   public user: User;

apps/client/src/app/pages/pricing/pricing-page.html

@@ -326,16 +326,43 @@
     <div class="row">
       <div class="col mt-3">
         <p>
-          If you plan to open an account at <i>DEGIRO</i>, <i>finpension</i>,
-          <i>frankly</i>, <i>Interactive Brokers</i>, <i>Swissquote</i>,
-          <i>VIAC</i>, or <i>Zak</i>, please
-          <a href="mailto:hi@ghostfol.io?Subject=Referral link for..."
+          <ng-container i18n>If you plan to open an account at</ng-container>
+          <ng-container>&nbsp;</ng-container>
+          @for (
+            broker of referralBrokers;
+            track broker;
+            let i = $index;
+            let last = $last
+          ) {
+            <i>{{ broker }}</i>
+            @if (last) {
+              <span>, </span>
+            } @else {
+              @if (i === referralBrokers.length - 2) {
+                <ng-container>&nbsp;</ng-container>
+                <ng-container i18n>or</ng-container>
+                <ng-container>&nbsp;</ng-container>
+              } @else {
+                <span>, </span>
+              }
+            }
+          }
+          <ng-container i18n>please</ng-container>
+          <ng-container>&nbsp;</ng-container>
+          <a href="mailto:hi@ghostfol.io?Subject=Referral link for..." i18n
             >contact us</a
           >
-          to use our referral link and get a Ghostfolio Premium membership for
-          one year. Looking for a student discount? Request it
-          <a href="mailto:hi@ghostfol.io?Subject=Student Discount">here</a>
-          with your university e-mail address.
+          <ng-container>&nbsp;</ng-container>
+          <ng-container i18n
+            >to use our referral link and get a Ghostfolio Premium membership
+            for one year</ng-container
+          >. <ng-container i18n>Looking for a student discount?</ng-container>
+          <ng-container>&nbsp;</ng-container>
+          <ng-container i18n>Request it</ng-container>
+          <ng-container>&nbsp;</ng-container>
+          <a href="mailto:hi@ghostfol.io?Subject=Student Discount" i18n>here</a>
+          <ng-container>&nbsp;</ng-container>
+          <ng-container i18n>with your university e-mail address</ng-container>.
         </p>
       </div>
     </div>

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

@@ -17,6 +17,7 @@ import {
   EnhancedSymbolProfile,
   Filter
 } from '@ghostfolio/common/interfaces';
+import { DateRange } from '@ghostfolio/common/types';
 
 import { HttpClient, HttpHeaders, HttpParams } from '@angular/common/http';
 import { Injectable } from '@angular/core';
@@ -178,9 +179,22 @@ export class AdminService {
     );
   }
 
-  public gatherSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
+  public gatherSymbol({
+    dataSource,
+    range,
+    symbol
+  }: {
+    range?: DateRange;
+  } & AssetProfileIdentifier) {
+    let params = new HttpParams();
+
+    if (range) {
+      params = params.append('range', range);
+    }
+
     const url = `/api/v1/admin/gather/${dataSource}/${symbol}`;
-    return this.http.post<MarketData | void>(url, {});
+
+    return this.http.post<MarketData | void>(url, undefined, { params });
   }
 
   public fetchSymbolForDate({

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

@@ -30,7 +30,7 @@ import {
   AiPromptResponse,
   ApiKeyResponse,
   AssetProfileIdentifier,
-  BenchmarkMarketDataDetails,
+  BenchmarkMarketDataDetailsResponse,
   BenchmarkResponse,
   DataProviderHealthResponse,
   Export,
@@ -42,10 +42,10 @@ import {
   MarketDataOfMarketsResponse,
   OAuthResponse,
   PortfolioDetails,
-  PortfolioDividends,
+  PortfolioDividendsResponse,
   PortfolioHoldingResponse,
   PortfolioHoldingsResponse,
-  PortfolioInvestments,
+  PortfolioInvestmentsResponse,
   PortfolioPerformanceResponse,
   PortfolioReportResponse,
   PublicPortfolioResponse,
@@ -270,9 +270,12 @@ export class DataService {
     params = params.append('groupBy', groupBy);
     params = params.append('range', range);
 
-    return this.http.get<PortfolioDividends>('/api/v1/portfolio/dividends', {
-      params
-    });
+    return this.http.get<PortfolioDividendsResponse>(
+      '/api/v1/portfolio/dividends',
+      {
+        params
+      }
+    );
   }
 
   public fetchDividendsImport({ dataSource, symbol }: AssetProfileIdentifier) {
@@ -365,7 +368,7 @@ export class DataService {
     range: DateRange;
     startDate: Date;
     withExcludedAccounts?: boolean;
-  } & AssetProfileIdentifier): Observable<BenchmarkMarketDataDetails> {
+  } & AssetProfileIdentifier) {
     let params = this.buildFiltersAsQueryParams({ filters });
 
     params = params.append('range', range);
@@ -374,7 +377,7 @@ export class DataService {
       params = params.append('withExcludedAccounts', withExcludedAccounts);
     }
 
-    return this.http.get<BenchmarkMarketDataDetails>(
+    return this.http.get<BenchmarkMarketDataDetailsResponse>(
       `/api/v1/benchmarks/${dataSource}/${symbol}/${format(startDate, DATE_FORMAT, { in: utc })}`,
       { params }
     );
@@ -460,7 +463,7 @@ export class DataService {
     params = params.append('groupBy', groupBy);
     params = params.append('range', range);
 
-    return this.http.get<PortfolioInvestments>(
+    return this.http.get<PortfolioInvestmentsResponse>(
       '/api/v1/portfolio/investments',
       { params }
     );

apps/client/src/app/services/import-activities.service.ts

@@ -45,6 +45,7 @@ export class ImportActivitiesService {
     userAccounts: Account[];
   }): Promise<{
     activities: Activity[];
+    assetProfiles: CreateAssetProfileWithMarketDataDto[];
   }> {
     const content = csvToJson(fileContent, {
       dynamicTyping: true,
@@ -53,23 +54,65 @@ export class ImportActivitiesService {
     }).data;
 
     const activities: CreateOrderDto[] = [];
+    const assetProfiles: CreateAssetProfileWithMarketDataDto[] = [];
+
     for (const [index, item] of content.entries()) {
+      const currency = this.parseCurrency({ content, index, item });
+      const dataSource = this.parseDataSource({ item });
+      const symbol = this.parseSymbol({ content, index, item });
+      const type = this.parseType({ content, index, item });
+
       activities.push({
+        currency,
+        dataSource,
+        symbol,
+        type,
         accountId: this.parseAccount({ item, userAccounts }),
         comment: this.parseComment({ item }),
-        currency: this.parseCurrency({ content, index, item }),
-        dataSource: this.parseDataSource({ item }),
         date: this.parseDate({ content, index, item }),
         fee: this.parseFee({ content, index, item }),
         quantity: this.parseQuantity({ content, index, item }),
-        symbol: this.parseSymbol({ content, index, item }),
-        type: this.parseType({ content, index, item }),
         unitPrice: this.parseUnitPrice({ content, index, item }),
         updateAccountBalance: false
       });
+
+      if (
+        dataSource === DataSource.MANUAL &&
+        !['FEE', 'INTEREST', 'LIABILITY'].includes(type)
+      ) {
+        // Create synthetic asset profile for MANUAL data source
+        // (except for FEE, INTEREST, and LIABILITY which don't require asset profiles)
+        assetProfiles.push({
+          currency,
+          symbol,
+          assetClass: null,
+          assetSubClass: null,
+          comment: null,
+          countries: [],
+          cusip: null,
+          dataSource: DataSource.MANUAL,
+          figi: null,
+          figiComposite: null,
+          figiShareClass: null,
+          holdings: [],
+          isActive: true,
+          isin: null,
+          marketData: [],
+          name: symbol,
+          scraperConfiguration: null,
+          sectors: [],
+          symbolMapping: {},
+          url: null
+        });
+      }
     }
 
-    return await this.importJson({ activities, isDryRun });
+    const result = await this.importJson({
+      activities,
+      assetProfiles,
+      isDryRun
+    });
+    return { ...result, assetProfiles };
   }
 
   public importJson({

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

@@ -10,7 +10,6 @@ import type {
 import type { AdminUsers } from './admin-users.interface';
 import type { AssetClassSelectorOption } from './asset-class-selector-option.interface';
 import type { AssetProfileIdentifier } from './asset-profile-identifier.interface';
-import type { BenchmarkMarketDataDetails } from './benchmark-market-data-details.interface';
 import type { BenchmarkProperty } from './benchmark-property.interface';
 import type { Benchmark } from './benchmark.interface';
 import type { Coupon } from './coupon.interface';
@@ -30,8 +29,6 @@ import type { LookupItem } from './lookup-item.interface';
 import type { MarketData } from './market-data.interface';
 import type { PortfolioChart } from './portfolio-chart.interface';
 import type { PortfolioDetails } from './portfolio-details.interface';
-import type { PortfolioDividends } from './portfolio-dividends.interface';
-import type { PortfolioInvestments } from './portfolio-investments.interface';
 import type { PortfolioPerformance } from './portfolio-performance.interface';
 import type { PortfolioPosition } from './portfolio-position.interface';
 import type { PortfolioReportRule } from './portfolio-report-rule.interface';
@@ -43,6 +40,7 @@ import type { AccountBalancesResponse } from './responses/account-balances-respo
 import type { AccountsResponse } from './responses/accounts-response.interface';
 import type { AiPromptResponse } from './responses/ai-prompt-response.interface';
 import type { ApiKeyResponse } from './responses/api-key-response.interface';
+import type { BenchmarkMarketDataDetailsResponse } from './responses/benchmark-market-data-details-response.interface';
 import type { BenchmarkResponse } from './responses/benchmark-response.interface';
 import type { DataEnhancerHealthResponse } from './responses/data-enhancer-health-response.interface';
 import type { DataProviderGhostfolioAssetProfileResponse } from './responses/data-provider-ghostfolio-asset-profile-response.interface';
@@ -56,8 +54,10 @@ import type { LookupResponse } from './responses/lookup-response.interface';
 import type { MarketDataDetailsResponse } from './responses/market-data-details-response.interface';
 import type { MarketDataOfMarketsResponse } from './responses/market-data-of-markets-response.interface';
 import type { OAuthResponse } from './responses/oauth-response.interface';
+import type { PortfolioDividendsResponse } from './responses/portfolio-dividends-response.interface';
 import { PortfolioHoldingResponse } from './responses/portfolio-holding-response.interface';
 import type { PortfolioHoldingsResponse } from './responses/portfolio-holdings-response.interface';
+import type { PortfolioInvestmentsResponse } from './responses/portfolio-investments.interface';
 import type { PortfolioPerformanceResponse } from './responses/portfolio-performance-response.interface';
 import type { PortfolioReportResponse } from './responses/portfolio-report.interface';
 import type { PublicPortfolioResponse } from './responses/public-portfolio-response.interface';
@@ -91,7 +91,7 @@ export {
   AssetClassSelectorOption,
   AssetProfileIdentifier,
   Benchmark,
-  BenchmarkMarketDataDetails,
+  BenchmarkMarketDataDetailsResponse,
   BenchmarkProperty,
   BenchmarkResponse,
   Coupon,
@@ -122,10 +122,10 @@ export {
   OAuthResponse,
   PortfolioChart,
   PortfolioDetails,
-  PortfolioDividends,
+  PortfolioDividendsResponse,
   PortfolioHoldingResponse,
   PortfolioHoldingsResponse,
-  PortfolioInvestments,
+  PortfolioInvestmentsResponse,
   PortfolioPerformance,
   PortfolioPerformanceResponse,
   PortfolioPosition,

libs/common/src/lib/interfaces/portfolio-dividends.interface.ts

@@ -1,5 +0,0 @@
-import { InvestmentItem } from './investment-item.interface';
-
-export interface PortfolioDividends {
-  dividends: InvestmentItem[];
-}

libs/common/src/lib/interfaces/portfolio-investments.interface.ts

@@ -1,6 +0,0 @@
-import { InvestmentItem } from './investment-item.interface';
-
-export interface PortfolioInvestments {
-  investments: InvestmentItem[];
-  streaks: { currentStreak: number; longestStreak: number };
-}

libs/common/src/lib/interfaces/portfolio-summary.interface.ts

@@ -20,7 +20,7 @@ export interface PortfolioSummary extends PortfolioPerformance {
   fireWealth: FireWealth;
   grossPerformance: number;
   grossPerformanceWithCurrencyEffect: number;
-  interest: number;
+  interestInBaseCurrency: number;
   liabilitiesInBaseCurrency: number;
   totalBuy: number;
   totalSell: number;

libs/common/src/lib/interfaces/benchmark-market-data-details.interface.ts → libs/common/src/lib/interfaces/responses/benchmark-market-data-details-response.interface.ts

@@ -1,5 +1,5 @@
 import { LineChartItem } from '@ghostfolio/common/interfaces';
 
-export interface BenchmarkMarketDataDetails {
+export interface BenchmarkMarketDataDetailsResponse {
   marketData: LineChartItem[];
 }

libs/common/src/lib/interfaces/responses/portfolio-dividends-response.interface.ts

@@ -0,0 +1,5 @@
+import { InvestmentItem } from '../investment-item.interface';
+
+export interface PortfolioDividendsResponse {
+  dividends: InvestmentItem[];
+}

libs/common/src/lib/interfaces/responses/portfolio-investments.interface.ts

@@ -0,0 +1,6 @@
+import { InvestmentItem } from '../investment-item.interface';
+
+export interface PortfolioInvestmentsResponse {
+  investments: InvestmentItem[];
+  streaks: { currentStreak: number; longestStreak: number };
+}

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

@@ -361,7 +361,11 @@
             <ion-icon name="ellipsis-vertical" />
           </button>
         }
-        <mat-menu #activitiesMenu="matMenu" xPosition="before">
+        <mat-menu
+          #activitiesMenu="matMenu"
+          class="no-max-width"
+          xPosition="before"
+        >
           @if (hasPermissionToCreateActivity) {
             <button
               class="align-items-center d-flex"
@@ -425,7 +429,11 @@
             <ion-icon name="ellipsis-horizontal" />
           </button>
         }
-        <mat-menu #activityMenu="matMenu" xPosition="before">
+        <mat-menu
+          #activityMenu="matMenu"
+          class="no-max-width"
+          xPosition="before"
+        >
           <button mat-menu-item (click)="onUpdateActivity(element)">
             <span class="align-items-center d-flex">
               <ion-icon class="mr-2" name="create-outline" />

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "ghostfolio",
-  "version": "2.208.0",
+  "version": "2.209.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "ghostfolio",
-      "version": "2.208.0",
+      "version": "2.209.0",
       "hasInstallScript": true,
       "license": "AGPL-3.0",
       "dependencies": {
@@ -90,6 +90,7 @@
         "rxjs": "7.8.1",
         "stripe": "18.5.0",
         "svgmap": "2.12.2",
+        "tablemark": "3.1.0",
         "twitter-api-v2": "1.23.0",
         "uuid": "11.1.0",
         "yahoo-finance2": "3.10.0",
@@ -23653,6 +23654,15 @@
         "node": ">= 0.4"
       }
     },
+    "node_modules/get-stdin": {
+      "version": "5.0.1",
+      "resolved": "https://registry.npmjs.org/get-stdin/-/get-stdin-5.0.1.tgz",
+      "integrity": "sha512-jZV7n6jGE3Gt7fgSTJoz91Ak5MuTLwMwkoYdjxuJ/AmjIsE1UC03y/IWkZCQGEvVNS9qoRNwy5BCqxImv0FVeA==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=0.12.0"
+      }
+    },
     "node_modules/get-stream": {
       "version": "5.2.0",
       "resolved": "https://registry.npmjs.org/get-stream/-/get-stream-5.2.0.tgz",
@@ -31970,7 +31980,6 @@
       "version": "2.0.2",
       "resolved": "https://registry.npmjs.org/lower-case/-/lower-case-2.0.2.tgz",
       "integrity": "sha512-7fm3l3NAF9WfN6W3JOmf5drwpVqX78JtoGJ3A6W0a6ZnldM41w2fV5D490psKFTpMds8TJse/eHLFFsNHHjHgg==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "tslib": "^2.0.3"
@@ -32874,7 +32883,6 @@
       "version": "3.0.4",
       "resolved": "https://registry.npmjs.org/no-case/-/no-case-3.0.4.tgz",
       "integrity": "sha512-fgAN3jGAh+RoxUGZHTSOLJIqUc2wmoBwGR4tbpNAKmmovFoWq0OdRkb0VkldReO2a2iBT/OEulG9XSUc10r3zg==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "lower-case": "^2.0.2",
@@ -37629,6 +37637,17 @@
       "integrity": "sha512-6FlzubTLZG3J2a/NVCAleEhjzq5oxgHyaCU9yYXvcLsvoVaHJq/s5xXI6/XXP6tz7R9xAOtHnSO/tXtF3WRTlA==",
       "license": "MIT"
     },
+    "node_modules/sentence-case": {
+      "version": "3.0.4",
+      "resolved": "https://registry.npmjs.org/sentence-case/-/sentence-case-3.0.4.tgz",
+      "integrity": "sha512-8LS0JInaQMCRoQ7YUytAo/xUu5W2XnQxV2HI/6uM6U7CITS1RqPElr30V6uIqyMKM9lJGRVFy5/4CuzcixNYSg==",
+      "license": "MIT",
+      "dependencies": {
+        "no-case": "^3.0.4",
+        "tslib": "^2.0.3",
+        "upper-case-first": "^2.0.2"
+      }
+    },
     "node_modules/serialize-javascript": {
       "version": "6.0.2",
       "resolved": "https://registry.npmjs.org/serialize-javascript/-/serialize-javascript-6.0.2.tgz",
@@ -38278,6 +38297,19 @@
         "wbuf": "^1.7.3"
       }
     },
+    "node_modules/split-text-to-chunks": {
+      "version": "1.0.0",
+      "resolved": "https://registry.npmjs.org/split-text-to-chunks/-/split-text-to-chunks-1.0.0.tgz",
+      "integrity": "sha512-HLtEwXK/T4l7QZSJ/kOSsZC0o5e2Xg3GzKKFxm0ZexJXw0Bo4CaEl39l7MCSRHk9EOOL5jT8JIDjmhTtcoe6lQ==",
+      "license": "MIT",
+      "dependencies": {
+        "get-stdin": "^5.0.1",
+        "minimist": "^1.2.0"
+      },
+      "bin": {
+        "wordwrap": "cli.js"
+      }
+    },
     "node_modules/sprintf-js": {
       "version": "1.1.3",
       "resolved": "https://registry.npmjs.org/sprintf-js/-/sprintf-js-1.1.3.tgz",
@@ -39046,6 +39078,19 @@
         "url": "https://opencollective.com/synckit"
       }
     },
+    "node_modules/tablemark": {
+      "version": "3.1.0",
+      "resolved": "https://registry.npmjs.org/tablemark/-/tablemark-3.1.0.tgz",
+      "integrity": "sha512-IwO6f0SEzp1Z+zqz/7ANUmeEac4gaNlknWyj/S9aSg11wZmWYnLeyI/xXvEOU88BYUIf8y30y0wxB58xIKrVlQ==",
+      "license": "MIT",
+      "dependencies": {
+        "sentence-case": "^3.0.4",
+        "split-text-to-chunks": "^1.0.0"
+      },
+      "engines": {
+        "node": ">=14.16"
+      }
+    },
     "node_modules/tapable": {
       "version": "2.2.2",
       "resolved": "https://registry.npmjs.org/tapable/-/tapable-2.2.2.tgz",
@@ -40525,6 +40570,15 @@
         "browserslist": ">= 4.21.0"
       }
     },
+    "node_modules/upper-case-first": {
+      "version": "2.0.2",
+      "resolved": "https://registry.npmjs.org/upper-case-first/-/upper-case-first-2.0.2.tgz",
+      "integrity": "sha512-514ppYHBaKwfJRK/pNC6c/OxfGa0obSnAl106u97Ed0I625Nin96KAjttZF6ZL3e1XLtphxnqrOi9iWgm+u+bg==",
+      "license": "MIT",
+      "dependencies": {
+        "tslib": "^2.0.3"
+      }
+    },
     "node_modules/uri-js": {
       "version": "4.4.1",
       "resolved": "https://registry.npmjs.org/uri-js/-/uri-js-4.4.1.tgz",

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "2.208.0",
+  "version": "2.209.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",
@@ -136,6 +136,7 @@
     "rxjs": "7.8.1",
     "stripe": "18.5.0",
     "svgmap": "2.12.2",
+    "tablemark": "3.1.0",
     "twitter-api-v2": "1.23.0",
     "uuid": "11.1.0",
     "yahoo-finance2": "3.10.0",

test/import/ok/novn-buy-and-sell-partially.json

@@ -24,5 +24,10 @@
       "date": "2022-03-07T00:00:00.000Z",
       "symbol": "NOVN.SW"
     }
-  ]
+  ],
+  "user": {
+    "settings": {
+      "currency": "CHF"
+    }
+  }
 }

test/import/ok/novn-buy-and-sell.json

@@ -24,5 +24,10 @@
       "date": "2022-03-07T00:00:00.000Z",
       "symbol": "NOVN.SW"
     }
-  ]
+  ],
+  "user": {
+    "settings": {
+      "currency": "CHF"
+    }
+  }
 }

test/import/ok/penthouse-apartment.csv

@@ -0,0 +1,2 @@
+Date,Code,DataSource,Currency,Price,Quantity,Action,Fee,Note
+01.01.2022,Penthouse Apartment,MANUAL,USD,500000.0,1,buy,0.00,

test/import/ok/penthouse-apartment.json

@@ -42,7 +42,7 @@
       "symbol": "7e91b7d4-1430-4212-8380-289a06c9bbc1",
       "tags": [],
       "type": "BUY",
-      "unitPrice": 500000,
+      "unitPrice": 500000
     }
   ],
   "user": {