Merge 9feacd6ad4 into 37adca2abe

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

@@ -0,0 +1,206 @@
+import { HistoricalDataItem } from '@ghostfolio/common/interfaces';
+
+import { RoaiPortfolioCalculator } from './portfolio-calculator';
+
+describe('ROAI period return for PnL calendar', () => {
+  const calculate = (historicalDataItems: HistoricalDataItem[]) => {
+    // Use the real ROAI implementation without initializing market-data services.
+    const calculator = Object.create(
+      RoaiPortfolioCalculator.prototype
+    ) as RoaiPortfolioCalculator;
+    const method = calculator as unknown as {
+      calculatePerformancePercentagesForDateRange: (args: {
+        historicalDataItems: HistoricalDataItem[];
+      }) => Record<
+        string,
+        { netPerformanceInPercentageWithCurrencyEffect: number }
+      >;
+    };
+    return method.calculatePerformancePercentagesForDateRange({
+      historicalDataItems
+    });
+  };
+
+  it('returns 10 percent with no contributions', () => {
+    const result = calculate([
+      {
+        date: '2026-01-01',
+        value: 1000,
+        valueWithCurrencyEffect: 1000,
+        totalInvestment: 1000,
+        totalInvestmentValueWithCurrencyEffect: 1000,
+        netPerformance: 0,
+        netPerformanceWithCurrencyEffect: 0,
+        dividendInBaseCurrency: 0
+      },
+      {
+        date: '2026-01-02',
+        value: 1100,
+        valueWithCurrencyEffect: 1100,
+        totalInvestment: 1000,
+        totalInvestmentValueWithCurrencyEffect: 1000,
+        netPerformance: 100,
+        netPerformanceWithCurrencyEffect: 100,
+        dividendInBaseCurrency: 0
+      }
+    ]);
+    expect(
+      result['2026-01-02'].netPerformanceInPercentageWithCurrencyEffect
+    ).toBeCloseTo(0.1);
+  });
+
+  it('accounts for a contribution in the ROAI denominator', () => {
+    const result = calculate([
+      {
+        date: '2026-01-01',
+        value: 1000,
+        valueWithCurrencyEffect: 1000,
+        totalInvestment: 1000,
+        totalInvestmentValueWithCurrencyEffect: 1000,
+        netPerformance: 0,
+        netPerformanceWithCurrencyEffect: 0,
+        dividendInBaseCurrency: 0
+      },
+      {
+        date: '2026-01-02',
+        value: 2100,
+        valueWithCurrencyEffect: 2100,
+        totalInvestment: 2000,
+        totalInvestmentValueWithCurrencyEffect: 2000,
+        netPerformance: 100,
+        netPerformanceWithCurrencyEffect: 100,
+        dividendInBaseCurrency: 0
+      }
+    ]);
+    // 100 / average(1000, 2000) = 6.666...% rather than 10%.
+    expect(
+      result['2026-01-02'].netPerformanceInPercentageWithCurrencyEffect
+    ).toBeCloseTo(1 / 15);
+  });
+
+  it('accounts for a withdrawal in the ROAI denominator', () => {
+    const result = calculate([
+      {
+        date: '2026-01-01',
+        value: 1000,
+        valueWithCurrencyEffect: 1000,
+        totalInvestment: 1000,
+        totalInvestmentValueWithCurrencyEffect: 1000,
+        netPerformance: 0,
+        netPerformanceWithCurrencyEffect: 0,
+        dividendInBaseCurrency: 0
+      },
+      {
+        date: '2026-01-02',
+        value: 550,
+        valueWithCurrencyEffect: 550,
+        totalInvestment: 500,
+        totalInvestmentValueWithCurrencyEffect: 500,
+        netPerformance: 50,
+        netPerformanceWithCurrencyEffect: 50,
+        dividendInBaseCurrency: 0
+      }
+    ]);
+    // 50 / average(1000, 500) = 6.666...% rather than 5%.
+    expect(
+      result['2026-01-02'].netPerformanceInPercentageWithCurrencyEffect
+    ).toBeCloseTo(1 / 15);
+  });
+
+  it('calculates a negative return without external flows', () => {
+    const result = calculate([
+      {
+        date: '2026-03-01',
+        value: 1000,
+        valueWithCurrencyEffect: 1000,
+        totalInvestment: 1000,
+        totalInvestmentValueWithCurrencyEffect: 1000,
+        netPerformance: 0,
+        netPerformanceWithCurrencyEffect: 0,
+        dividendInBaseCurrency: 0
+      },
+      {
+        date: '2026-03-02',
+        value: 900,
+        valueWithCurrencyEffect: 900,
+        totalInvestment: 1000,
+        totalInvestmentValueWithCurrencyEffect: 1000,
+        netPerformance: -100,
+        netPerformanceWithCurrencyEffect: -100,
+        dividendInBaseCurrency: 0
+      }
+    ]);
+    expect(
+      result['2026-03-02'].netPerformanceInPercentageWithCurrencyEffect
+    ).toBeCloseTo(-0.1);
+  });
+
+  it('computes a multi-day period from the complete ROAI investment history', () => {
+    const result = calculate([
+      {
+        date: '2026-01-31',
+        value: 1000,
+        valueWithCurrencyEffect: 1000,
+        totalInvestment: 1000,
+        totalInvestmentValueWithCurrencyEffect: 1000,
+        netPerformance: 0,
+        netPerformanceWithCurrencyEffect: 0,
+        dividendInBaseCurrency: 0
+      },
+      {
+        date: '2026-02-01',
+        value: 1100,
+        valueWithCurrencyEffect: 1100,
+        totalInvestment: 1000,
+        totalInvestmentValueWithCurrencyEffect: 1000,
+        netPerformance: 100,
+        netPerformanceWithCurrencyEffect: 100,
+        dividendInBaseCurrency: 0
+      },
+      {
+        date: '2026-02-02',
+        value: 2200,
+        valueWithCurrencyEffect: 2200,
+        totalInvestment: 2000,
+        totalInvestmentValueWithCurrencyEffect: 2000,
+        netPerformance: 200,
+        netPerformanceWithCurrencyEffect: 200,
+        dividendInBaseCurrency: 0
+      }
+    ]);
+    // Average capital = (1000 + 1000 + 2000) / 3; performance = 200.
+    expect(
+      result['2026-02-02'].netPerformanceInPercentageWithCurrencyEffect
+    ).toBeCloseTo(0.15);
+  });
+
+  it('does not produce a non-finite percentage for zero capital', () => {
+    const result = calculate([
+      {
+        date: '2026-04-01',
+        value: 0,
+        valueWithCurrencyEffect: 0,
+        totalInvestment: 0,
+        totalInvestmentValueWithCurrencyEffect: 0,
+        netPerformance: 0,
+        netPerformanceWithCurrencyEffect: 0,
+        dividendInBaseCurrency: 0
+      },
+      {
+        date: '2026-04-02',
+        value: 0,
+        valueWithCurrencyEffect: 0,
+        totalInvestment: 0,
+        totalInvestmentValueWithCurrencyEffect: 0,
+        netPerformance: 0,
+        netPerformanceWithCurrencyEffect: 0,
+        dividendInBaseCurrency: 0
+      }
+    ]);
+    expect(
+      Number.isFinite(
+        result['2026-04-02'].netPerformanceInPercentageWithCurrencyEffect
+      )
+    ).toBe(true);
+  });
+});

apps/api/src/app/portfolio/get-calendar-performance.dto.spec.ts

@@ -0,0 +1,38 @@
+import { plainToInstance } from 'class-transformer';
+import { validateSync } from 'class-validator';
+import 'reflect-metadata';
+
+import { GetCalendarPerformanceDto } from './get-calendar-performance.dto';
+
+describe('Calendar performance request validation', () => {
+  const validate = (periods: unknown) =>
+    validateSync(plainToInstance(GetCalendarPerformanceDto, { periods }));
+
+  it('accepts periods across month and year boundaries', () => {
+    expect(
+      validate([
+        { startDate: '2025-12-29', endDate: '2026-01-04' },
+        { startDate: '2026-02-01', endDate: '2026-02-28' }
+      ])
+    ).toHaveLength(0);
+  });
+
+  it('rejects a missing or empty batch', () => {
+    expect(validate(undefined).length).toBeGreaterThan(0);
+    expect(validate([]).length).toBeGreaterThan(0);
+  });
+
+  it('rejects more than 55 periods', () => {
+    const period = { startDate: '2026-01-01', endDate: '2026-01-02' };
+    expect(
+      validate(Array.from({ length: 56 }, () => period)).length
+    ).toBeGreaterThan(0);
+  });
+
+  it('rejects malformed dates and nested objects', () => {
+    expect(
+      validate([{ startDate: 'invalid', endDate: '2026-01-02' }]).length
+    ).toBeGreaterThan(0);
+    expect(validate([null]).length).toBeGreaterThan(0);
+  });
+});

apps/api/src/app/portfolio/get-calendar-performance.dto.ts

@@ -0,0 +1,25 @@
+import { Type } from 'class-transformer';
+import {
+  ArrayMaxSize,
+  ArrayMinSize,
+  IsArray,
+  Matches,
+  ValidateNested
+} from 'class-validator';
+
+export class CalendarPerformancePeriodDto {
+  @Matches(/^\d{4}-\d{2}-\d{2}$/)
+  startDate: string;
+
+  @Matches(/^\d{4}-\d{2}-\d{2}$/)
+  endDate: string;
+}
+
+export class GetCalendarPerformanceDto {
+  @ArrayMaxSize(55)
+  @ArrayMinSize(1)
+  @IsArray()
+  @Type(() => CalendarPerformancePeriodDto)
+  @ValidateNested({ each: true })
+  periods: CalendarPerformancePeriodDto[];
+}

apps/api/src/app/portfolio/portfolio-calendar.controller.spec.ts

@@ -0,0 +1,102 @@
+import { isRestrictedView } from '@ghostfolio/common/permissions';
+import { scopes } from '@ghostfolio/common/scopes';
+
+import 'reflect-metadata';
+
+import { PortfolioController } from './portfolio.controller';
+
+// Keep the actual permission helpers, but control restricted-view policy
+// explicitly in this controller unit test.
+jest.mock('@ghostfolio/common/permissions', () => ({
+  ...jest.requireActual('@ghostfolio/common/permissions'),
+  isRestrictedView: jest.fn(() => false)
+}));
+
+describe('Portfolio calendar controller access restrictions', () => {
+  const periods = [{ startDate: '2026-01-02', endDate: '2026-01-03' }];
+  const getCalendarPerformancePercentages = jest.fn(async () => [
+    { ...periods[0], percentage: 3.25 }
+  ]);
+
+  const setup = (viewMode: string) =>
+    Object.assign(Object.create(PortfolioController.prototype), {
+      request: {
+        user: {
+          settings: { settings: { viewMode } }
+        }
+      },
+      portfolioService: { getCalendarPerformancePercentages }
+    }) as PortfolioController;
+
+  beforeEach(() => {
+    getCalendarPerformancePercentages.mockClear();
+    jest.mocked(isRestrictedView).mockReturnValue(false);
+  });
+
+  it('does not disclose percentages without portfolio value scope', async () => {
+    const controller = setup('DEFAULT');
+    expect(
+      await controller.getCalendarPerformance(
+        {
+          isActive: false,
+          scopes: [],
+          userId: 'synthetic-user',
+          userSettings: {}
+        },
+        { periods }
+      )
+    ).toEqual(periods);
+    expect(getCalendarPerformancePercentages).not.toHaveBeenCalled();
+  });
+
+  it('does not disclose percentages in Zen Mode', async () => {
+    const controller = setup('ZEN');
+    expect(
+      await controller.getCalendarPerformance(
+        {
+          isActive: false,
+          scopes: [scopes.portfolioReadValues],
+          userId: 'synthetic-user',
+          userSettings: {}
+        },
+        { periods }
+      )
+    ).toEqual(periods);
+    expect(getCalendarPerformancePercentages).not.toHaveBeenCalled();
+  });
+  it('does not disclose percentages in a restricted view despite value scope', async () => {
+    jest.mocked(isRestrictedView).mockReturnValue(true);
+    const controller = setup('DEFAULT');
+    expect(
+      await controller.getCalendarPerformance(
+        {
+          isActive: false,
+          scopes: [scopes.portfolioReadValues],
+          userId: 'synthetic-user',
+          userSettings: {}
+        },
+        { periods }
+      )
+    ).toEqual(periods);
+    expect(getCalendarPerformancePercentages).not.toHaveBeenCalled();
+  });
+
+  it('delegates to the service when reading values is permitted', async () => {
+    const controller = setup('DEFAULT');
+    expect(
+      await controller.getCalendarPerformance(
+        {
+          isActive: false,
+          scopes: [scopes.portfolioReadValues],
+          userId: 'synthetic-user',
+          userSettings: {}
+        },
+        { periods }
+      )
+    ).toEqual([{ ...periods[0], percentage: 3.25 }]);
+    expect(getCalendarPerformancePercentages).toHaveBeenCalledWith({
+      periods,
+      userId: 'synthetic-user'
+    });
+  });
+});

apps/api/src/app/portfolio/portfolio-calendar.integration.spec.ts

@@ -0,0 +1,148 @@
+import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
+
+import { BadRequestException } from '@nestjs/common';
+
+import { PortfolioService } from './portfolio.service';
+
+describe('Portfolio calendar performance service integration', () => {
+  const userId = 'synthetic-user';
+  const period = (startDate: string, endDate = startDate) => ({
+    startDate,
+    endDate
+  });
+
+  const setup = ({
+    dates = ['2026-01-01', '2026-01-02', '2026-01-03'],
+    method = PerformanceCalculationType.ROAI,
+    hasErrors = false
+  }: {
+    dates?: string[];
+    method?: PerformanceCalculationType;
+    hasErrors?: boolean;
+  } = {}) => {
+    const getPerformance = jest.fn(
+      async ({ start, end }: { start: Date; end: Date }) => ({
+        chart: [
+          { date: start.toISOString().slice(0, 10) },
+          {
+            date: end.toISOString().slice(0, 10),
+            netPerformanceInPercentageWithCurrencyEffect: 0.125
+          }
+        ]
+      })
+    );
+    const getSnapshot = jest.fn(async () => ({
+      hasErrors,
+      historicalData: dates.map((date) => ({ date }))
+    }));
+    const createCalculator = jest.fn(() => ({ getPerformance, getSnapshot }));
+    const getAccountBalanceItems = jest.fn(async () => []);
+    const getActivitiesForPortfolioCalculator = jest.fn(async () => ({
+      activities: [{ type: 'BUY' }]
+    }));
+    const getUser = jest.fn(async () => ({
+      settings: {
+        settings: { baseCurrency: 'EUR', performanceCalculationType: method }
+      }
+    }));
+    // Exercise the actual service implementation with synthetic dependency results.
+    // No database, market-data provider, HTTP session or private portfolio is needed.
+    const service = Object.assign(Object.create(PortfolioService.prototype), {
+      accountBalanceService: { getAccountBalanceItems },
+      activitiesService: { getActivitiesForPortfolioCalculator },
+      calculatorFactory: { createCalculator },
+      userService: { user: getUser }
+    }) as PortfolioService;
+
+    // The configured methodology and currency are normally resolved from user settings.
+    Object.assign(service, {
+      getUserPerformanceCalculationType: () => method,
+      getUserCurrency: () => 'EUR'
+    });
+
+    return {
+      service,
+      createCalculator,
+      getPerformance,
+      getSnapshot,
+      getAccountBalanceItems,
+      getActivitiesForPortfolioCalculator
+    };
+  };
+
+  it('reuses one calculator and calculates each period from the previous calendar day', async () => {
+    const { service, createCalculator, getPerformance, getSnapshot } = setup();
+    const results = await service.getCalendarPerformancePercentages({
+      userId,
+      periods: [period('2026-01-02'), period('2026-01-03')]
+    });
+
+    expect(results).toEqual([
+      { ...period('2026-01-02'), percentage: 12.5 },
+      { ...period('2026-01-03'), percentage: 12.5 }
+    ]);
+    expect(createCalculator).toHaveBeenCalledTimes(1);
+    expect(getSnapshot).toHaveBeenCalledTimes(1);
+    expect(getPerformance).toHaveBeenCalledTimes(2);
+    expect(
+      getPerformance.mock.calls.map(([dates]) => [
+        dates.start.toISOString().slice(0, 10),
+        dates.end.toISOString().slice(0, 10)
+      ])
+    ).toEqual([
+      ['2026-01-01', '2026-01-02'],
+      ['2026-01-02', '2026-01-03']
+    ]);
+  });
+
+  it('does not calculate a percentage if the baseline or endpoint is missing', async () => {
+    const { service, getPerformance } = setup({ dates: ['2026-01-02'] });
+    expect(
+      await service.getCalendarPerformancePercentages({
+        userId,
+        periods: [period('2026-01-02'), period('2026-01-03')]
+      })
+    ).toEqual([period('2026-01-02'), period('2026-01-03')]);
+    expect(getPerformance).not.toHaveBeenCalled();
+  });
+
+  it('does not return synthetic percentages when the snapshot contains errors', async () => {
+    const { service, getPerformance } = setup({ hasErrors: true });
+    expect(
+      await service.getCalendarPerformancePercentages({
+        userId,
+        periods: [period('2026-01-02')]
+      })
+    ).toEqual([period('2026-01-02')]);
+    expect(getPerformance).not.toHaveBeenCalled();
+  });
+
+  it('avoids initializing a calculator for an unsupported methodology', async () => {
+    const { service, createCalculator } = setup({
+      method: PerformanceCalculationType.TWR
+    });
+    expect(
+      await service.getCalendarPerformancePercentages({
+        userId,
+        periods: [period('2026-01-02')]
+      })
+    ).toEqual([period('2026-01-02')]);
+    expect(createCalculator).not.toHaveBeenCalled();
+  });
+
+  it('rejects inverted, future, malformed, or excessive batches before fetching data', async () => {
+    const { service, getAccountBalanceItems } = setup();
+    const invalid = [
+      [period('2026-01-03', '2026-01-02')],
+      [period('2026-13-01')],
+      [period('2099-01-02')],
+      Array.from({ length: 56 }, () => period('2026-01-02'))
+    ];
+    for (const periods of invalid) {
+      await expect(
+        service.getCalendarPerformancePercentages({ userId, periods })
+      ).rejects.toBeInstanceOf(BadRequestException);
+    }
+    expect(getAccountBalanceItems).not.toHaveBeenCalled();
+  });
+});

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

@@ -38,9 +38,12 @@ import {
   Body,
   Controller,
   Get,
+  HttpCode,
   HttpException,
+  HttpStatus,
   Inject,
   Param,
+  Post,
   Put,
   Query,
   UseInterceptors,
@@ -51,6 +54,7 @@ import { DataSource } from '@prisma/client';
 import { Big } from 'big.js';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
+import { GetCalendarPerformanceDto } from './get-calendar-performance.dto';
 import { GetDetailsDto } from './get-details.dto';
 import { GetDividendsDto } from './get-dividends.dto';
 import { GetHoldingsDto } from './get-holdings.dto';
@@ -482,6 +486,30 @@ export class PortfolioController {
     return { investments, savingsRate, streaks };
   }
 
+  @Post('performance/calendar')
+  @HttpCode(HttpStatus.OK)
+  @RequiresScope(scopes.portfolioRead)
+  @Version('2')
+  public async getCalendarPerformance(
+    @Impersonation()
+    { scopes: impersonationScopes, userId }: ImpersonationContext,
+    @Body() { periods }: GetCalendarPerformanceDto
+  ): Promise<{ startDate: string; endDate: string; percentage?: number }[]> {
+    // Do not disclose return information through the calendar in restricted views.
+    if (
+      !hasScope(impersonationScopes, scopes.portfolioReadValues) ||
+      isRestrictedView(this.request.user) ||
+      this.request.user.settings.settings.viewMode === 'ZEN'
+    ) {
+      return periods.map(({ startDate, endDate }) => ({ startDate, endDate }));
+    }
+
+    return this.portfolioService.getCalendarPerformancePercentages({
+      periods,
+      userId
+    });
+  }
+
   @Get('performance')
   @RequiresScope(scopes.portfolioRead)
   @UseInterceptors(PerformanceLoggingInterceptor)

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

@@ -80,7 +80,12 @@ import {
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
 import { utc } from '@date-fns/utc';
-import { Inject, Injectable, Logger } from '@nestjs/common';
+import {
+  BadRequestException,
+  Inject,
+  Injectable,
+  Logger
+} from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import {
   Type as ActivityType,
@@ -110,6 +115,7 @@ import { groupBy, uniq } from 'lodash-es';
 import { PortfolioCalculator } from './calculator/portfolio-calculator';
 import { PortfolioCalculatorFactory } from './calculator/portfolio-calculator.factory';
 import { CurrentRateService } from './current-rate.service';
+import { CalendarPerformancePeriodDto } from './get-calendar-performance.dto';
 import { RulesService } from './rules.service';
 
 const Fuse = require('fuse.js');
@@ -1196,6 +1202,144 @@ export class PortfolioService {
     };
   }
 
+  /** Calculate period returns using the same calculator as portfolio/performance.
+   * Each interval includes the previous calendar day as its baseline.
+   * Unsupported methodologies and incomplete history yield no percentage.
+   */
+  public async getCalendarPerformancePercentages({
+    periods,
+    userId
+  }: {
+    periods: CalendarPerformancePeriodDto[];
+    userId: string;
+  }): Promise<{ startDate: string; endDate: string; percentage?: number }[]> {
+    if (
+      !Array.isArray(periods) ||
+      periods.length === 0 ||
+      periods.length > 55
+    ) {
+      throw new BadRequestException('Invalid calendar periods');
+    }
+    // Browser-local "today" may be one calendar day ahead of UTC near
+    // midnight. Allow that single-day rollover; the calculator still
+    // returns no result when the requested closing snapshot is absent.
+    const latestAllowedDate = new Date(Date.now() + 86400000)
+      .toISOString()
+      .slice(0, 10);
+    const parseKey = (key: string) => {
+      const date = new Date(`${key}T00:00:00.000Z`);
+      if (
+        !Number.isFinite(date.getTime()) ||
+        date.toISOString().slice(0, 10) !== key
+      ) {
+        throw new BadRequestException('Invalid calendar date');
+      }
+      return date;
+    };
+
+    for (const { startDate, endDate } of periods) {
+      const start = parseKey(startDate);
+      const end = parseKey(endDate);
+      if (
+        start > end ||
+        (end.getTime() - start.getTime()) / 86400000 > 366 ||
+        endDate > latestAllowedDate
+      ) {
+        throw new BadRequestException('Invalid calendar period');
+      }
+    }
+
+    const earliest = periods.reduce(
+      (date, period) => (period.startDate < date ? period.startDate : date),
+      periods[0].startDate
+    );
+    const latest = periods.reduce(
+      (date, period) => (period.endDate > date ? period.endDate : date),
+      periods[0].endDate
+    );
+    if (
+      (parseKey(latest).getTime() - parseKey(earliest).getTime()) / 86400000 >
+      366
+    ) {
+      throw new BadRequestException('Calendar request exceeds one year');
+    }
+
+    const unavailable = () =>
+      periods.map(({ startDate, endDate }) => ({ startDate, endDate }));
+    const user = await this.userService.user({ id: userId });
+    // The other calculation classes in Ghostfolio 3.85.0 are placeholders.
+    if (
+      this.getUserPerformanceCalculationType(user) !==
+      PerformanceCalculationType.ROAI
+    ) {
+      return unavailable();
+    }
+
+    const userCurrency = this.getUserCurrency(user);
+    const [accountBalanceItems, { activities }] = await Promise.all([
+      this.accountBalanceService.getAccountBalanceItems({
+        userId,
+        userCurrency
+      }),
+      this.activitiesService.getActivitiesForPortfolioCalculator({
+        userId,
+        userCurrency
+      })
+    ]);
+    if (accountBalanceItems.length === 0 && activities.length === 0) {
+      return unavailable();
+    }
+
+    const calculator = this.calculatorFactory.createCalculator({
+      accountBalanceItems,
+      activities,
+      userId,
+      calculationType: PerformanceCalculationType.ROAI,
+      currency: userCurrency,
+      subscriptionType: user.subscription?.type
+    });
+    const snapshot = await calculator.getSnapshot();
+    if (snapshot.hasErrors) {
+      return unavailable();
+    }
+    const availableDates = new Set(
+      snapshot.historicalData.map(({ date }) => date)
+    );
+    const results: {
+      startDate: string;
+      endDate: string;
+      percentage?: number;
+    }[] = [];
+
+    for (const { startDate, endDate } of periods) {
+      const baselineDate = new Date(`${startDate}T00:00:00.000Z`);
+      baselineDate.setUTCDate(baselineDate.getUTCDate() - 1);
+      const baselineKey = baselineDate.toISOString().slice(0, 10);
+      if (!availableDates.has(baselineKey) || !availableDates.has(endDate)) {
+        results.push({ startDate, endDate });
+        continue;
+      }
+
+      const { chart } = await calculator.getPerformance({
+        start: parseKey(baselineKey),
+        end: parseKey(endDate)
+      });
+      const last = chart.at(-1);
+      const value = last?.netPerformanceInPercentageWithCurrencyEffect;
+      if (
+        chart.length >= 2 &&
+        last?.date === endDate &&
+        typeof value === 'number' &&
+        Number.isFinite(value)
+      ) {
+        results.push({ startDate, endDate, percentage: value * 100 });
+      } else {
+        results.push({ startDate, endDate });
+      }
+    }
+    return results;
+  }
+
   public async getPerformance({
     dateRange = DEFAULT_DATE_RANGE,
     filters,

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

@@ -1,4 +1,5 @@
 import { GfPortfolioPerformanceComponent } from '@ghostfolio/client/components/portfolio-performance/portfolio-performance.component';
+import { GfPortfolioPnlCalendarComponent } from '@ghostfolio/client/components/portfolio-pnl-calendar/portfolio-pnl-calendar.component';
 import { LayoutService } from '@ghostfolio/client/core/layout.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
@@ -11,6 +12,7 @@ import {
 import { isCashPosition } from '@ghostfolio/common/helper';
 import {
   AssetProfileIdentifier,
+  HistoricalDataItem,
   LineChartItem,
   PortfolioPerformance,
   PortfolioPosition,
@@ -43,6 +45,7 @@ import { DeviceDetectorService } from 'ngx-device-detector';
   imports: [
     GfHoldingsTableComponent,
     GfLineChartComponent,
+    GfPortfolioPnlCalendarComponent,
     GfPortfolioPerformanceComponent,
     MatButtonModule,
     MatCardModule,
@@ -56,11 +59,18 @@ export class GfHomeOverviewComponent implements OnInit {
   protected readonly errors = signal<AssetProfileIdentifier[]>([]);
   protected readonly hasImpersonationId = signal(false);
   protected readonly historicalDataItems = signal<LineChartItem[] | null>(null);
+  protected readonly pnlCalendarChart = signal<HistoricalDataItem[] | null>(
+    null
+  );
   protected readonly holdings = signal<PortfolioPosition[] | undefined>(
     undefined
   );
   protected readonly isLoadingPerformance = signal(true);
 
+  protected readonly baseCurrency = computed(() => {
+    return this.user()?.settings?.baseCurrency ?? DEFAULT_CURRENCY;
+  });
+
   protected readonly locale = computed(() => {
     return this.user()?.settings?.locale ?? DEFAULT_LOCALE;
   });
@@ -163,6 +173,7 @@ export class GfHomeOverviewComponent implements OnInit {
     const userSettings = this.user()?.settings;
 
     this.historicalDataItems.set(null);
+    this.pnlCalendarChart.set(null);
     this.isLoadingPerformance.set(true);
 
     if (this.showExperimentalHoldings()) {
@@ -198,6 +209,11 @@ export class GfHomeOverviewComponent implements OnInit {
         this.errors.set(errors ?? []);
         this.performance.set(performance);
 
+        // Reuse the overview request whenever it already covers all history.
+        if ((userSettings?.dateRange ?? DEFAULT_DATE_RANGE) === 'max') {
+          this.pnlCalendarChart.set(chart ?? []);
+        }
+
         this.historicalDataItems.set(
           chart?.map(
             ({ date, netPerformanceInPercentageWithCurrencyEffect }) => {
@@ -221,5 +237,19 @@ export class GfHomeOverviewComponent implements OnInit {
 
         this.isLoadingPerformance.set(false);
       });
+
+    if ((userSettings?.dateRange ?? DEFAULT_DATE_RANGE) !== 'max') {
+      this.dataService
+        .fetchPortfolioPerformance({ range: 'max' })
+        .pipe(takeUntilDestroyed(this.destroyRef))
+        .subscribe({
+          next: ({ chart }) => {
+            this.pnlCalendarChart.set(chart ?? []);
+          },
+          error: () => {
+            this.pnlCalendarChart.set([]);
+          }
+        });
+    }
   }
 }

apps/client/src/app/components/home-overview/home-overview.html

@@ -1,5 +1,5 @@
 <div
-  class="align-items-center container d-flex flex-column h-100 justify-content-center overview p-0 position-relative px-xl-3"
+  class="align-items-center container d-flex flex-column justify-content-center overview p-0 position-relative px-xl-3"
 >
   @if (
     !hasImpersonationId() &&
@@ -116,5 +116,15 @@
         </div>
       }
     </div>
+    @if (user()?.settings?.viewMode !== 'ZEN') {
+      <div class="pnl-calendar-container w-100">
+        <gf-portfolio-pnl-calendar
+          [chart]="pnlCalendarChart()"
+          [currency]="baseCurrency()"
+          [locale]="locale()"
+          [showDetails]="showDetails()"
+        />
+      </div>
+    }
   }
 </div>

apps/client/src/app/components/home-overview/home-overview.scss

@@ -2,6 +2,10 @@
   display: block;
   height: 100%;
 
+  .overview {
+    min-height: 100%;
+  }
+
   .chart-container {
     aspect-ratio: 16 / 9;
     height: auto;
@@ -44,6 +48,11 @@
     }
   }
 
+  .pnl-calendar-container {
+    margin-top: 2rem;
+    max-width: 72rem;
+  }
+
   .introduction {
     max-width: 50rem;
   }

apps/client/src/app/components/portfolio-pnl-calendar/portfolio-pnl-calendar.component.html

@@ -0,0 +1,171 @@
+<mat-card appearance="outlined" class="pnl-calendar">
+  <mat-card-header>
+    <mat-card-title i18n>Profit and loss calendar</mat-card-title>
+  </mat-card-header>
+  <mat-card-content>
+    <div class="calendar-toolbar">
+      <div
+        aria-label="Calendar view"
+        class="calendar-tabs"
+        i18n-aria-label
+        role="group"
+      >
+        <button
+          i18n
+          mat-button
+          type="button"
+          [attr.aria-pressed]="view() === 'daily'"
+          (click)="setView('daily')"
+        >
+          Daily
+        </button>
+        <button
+          i18n
+          mat-button
+          type="button"
+          [attr.aria-pressed]="view() === 'weekly'"
+          (click)="setView('weekly')"
+        >
+          Weekly
+        </button>
+        <button
+          i18n
+          mat-button
+          type="button"
+          [attr.aria-pressed]="view() === 'monthly'"
+          (click)="setView('monthly')"
+        >
+          Monthly
+        </button>
+        <button
+          i18n
+          mat-button
+          type="button"
+          [attr.aria-pressed]="view() === 'last30'"
+          (click)="setView('last30')"
+        >
+          Last 30 days
+        </button>
+      </div>
+      @if (showDetails()) {
+        <div
+          aria-label="Calendar unit"
+          class="calendar-tabs"
+          i18n-aria-label
+          role="group"
+        >
+          <button
+            mat-button
+            type="button"
+            [attr.aria-pressed]="effectiveUnit() === 'currency'"
+            (click)="setUnit('currency')"
+          >
+            {{ currency() }}
+          </button>
+          <button
+            mat-button
+            type="button"
+            [attr.aria-pressed]="effectiveUnit() === 'percentage'"
+            (click)="setUnit('percentage')"
+          >
+            %
+          </button>
+        </div>
+      }
+    </div>
+    <div class="calendar-navigation">
+      @if (view() !== 'last30') {
+        <button
+          aria-label="Previous period"
+          i18n-aria-label
+          mat-button
+          type="button"
+          (click)="navigate(-1)"
+        >
+          ‹
+        </button>
+      }
+      <strong aria-live="polite">{{ title() }}</strong>
+      @if (view() !== 'last30') {
+        <button
+          aria-label="Next period"
+          i18n-aria-label
+          mat-button
+          type="button"
+          (click)="navigate(1)"
+        >
+          ›
+        </button>
+      }
+    </div>
+    @if (chart() === null) {
+      <p class="calendar-status" i18n>Loading calendar…</p>
+    } @else if (days().length === 0) {
+      <p class="calendar-status" i18n>
+        No historical performance data available.
+      </p>
+    } @else if (view() === 'daily' || view() === 'last30') {
+      <div class="calendar-grid daily-grid">
+        @for (weekday of weekdays(); track $index) {
+          <div class="weekday">{{ weekday }}</div>
+        }
+        @for (cell of cells(); track cell.startDate) {
+          <div
+            class="calendar-cell"
+            [class.negative]="
+              !cell.outsideMonth &&
+              getValue(cell) !== undefined &&
+              (getValue(cell) ?? 0) < 0
+            "
+            [class.outside-month]="cell.outsideMonth"
+            [class.positive]="
+              !cell.outsideMonth &&
+              getValue(cell) !== undefined &&
+              (getValue(cell) ?? 0) > 0
+            "
+          >
+            <span class="cell-label">{{ cell.label }}</span>
+            <span class="cell-value">{{
+              cell.outsideMonth ? '—' : formatValue(getValue(cell))
+            }}</span>
+          </div>
+        }
+      </div>
+    } @else {
+      <div
+        class="calendar-grid"
+        [class.monthly-grid]="view() === 'monthly'"
+        [class.weekly-grid]="view() === 'weekly'"
+      >
+        @for (cell of cells(); track cell.startDate) {
+          <div
+            class="calendar-cell"
+            [class.negative]="
+              getValue(cell) !== undefined && (getValue(cell) ?? 0) < 0
+            "
+            [class.positive]="
+              getValue(cell) !== undefined && (getValue(cell) ?? 0) > 0
+            "
+          >
+            <span class="cell-label">{{ cell.label }}</span>
+            <span class="cell-value">{{ formatValue(getValue(cell)) }}</span>
+          </div>
+        }
+      </div>
+    }
+    <div class="calendar-total">
+      <span i18n>Period change</span>
+      <strong
+        [class.negative-text]="(periodTotal() ?? 0) < 0"
+        [class.positive-text]="(periodTotal() ?? 0) > 0"
+        >{{ formatValue(periodTotal()) }}</strong
+      >
+    </div>
+    @if (effectiveUnit() === 'percentage') {
+      <p class="calendar-note" i18n>
+        Period return calculated using Ghostfolio ROAI (return on average
+        investment). Unavailable percentages are shown as a dash.
+      </p>
+    }
+  </mat-card-content>
+</mat-card>

apps/client/src/app/components/portfolio-pnl-calendar/portfolio-pnl-calendar.component.scss

@@ -0,0 +1,129 @@
+:host {
+  display: block;
+  width: 100%;
+}
+
+.pnl-calendar {
+  mat-card-content {
+    padding-top: 1rem;
+  }
+}
+
+.calendar-toolbar,
+.calendar-navigation,
+.calendar-total {
+  align-items: center;
+  display: flex;
+  justify-content: space-between;
+}
+
+.calendar-toolbar {
+  flex-wrap: wrap;
+  gap: 0.5rem;
+}
+
+.calendar-tabs {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.25rem;
+
+  button[aria-pressed='true'] {
+    background-color: var(--mat-sys-secondary-container);
+    color: var(--mat-sys-on-secondary-container);
+  }
+}
+
+.calendar-navigation {
+  gap: 1rem;
+  margin: 0.75rem 0;
+}
+
+.calendar-grid {
+  display: grid;
+  gap: 0.3rem;
+}
+
+.daily-grid {
+  grid-template-columns: repeat(7, minmax(0, 1fr));
+}
+
+.weekly-grid {
+  grid-template-columns: repeat(2, minmax(0, 1fr));
+}
+
+.monthly-grid {
+  grid-template-columns: repeat(3, minmax(0, 1fr));
+}
+
+.weekday {
+  font-size: 0.75rem;
+  text-align: center;
+}
+
+.calendar-cell {
+  background: var(--mat-sys-surface-container-low);
+  border-radius: 0.4rem;
+  display: flex;
+  flex-direction: column;
+  gap: 0.25rem;
+  min-height: 4.25rem;
+  min-width: 0;
+  padding: 0.5rem;
+  text-align: center;
+
+  &.positive {
+    background: rgba(29, 132, 75, 0.3);
+  }
+
+  &.negative {
+    background: rgba(194, 45, 45, 0.29);
+  }
+
+  &.outside-month {
+    opacity: 0.35;
+  }
+}
+
+.cell-label {
+  font-size: 0.75rem;
+}
+
+.cell-value {
+  font-size: 0.8rem;
+  font-variant-numeric: tabular-nums;
+  overflow-wrap: anywhere;
+}
+
+.calendar-total {
+  margin-top: 1rem;
+}
+
+.calendar-status {
+  margin: 1.5rem 0;
+  text-align: center;
+}
+
+.positive-text {
+  color: var(--mat-sys-primary);
+}
+
+.negative-text {
+  color: var(--mat-sys-error);
+}
+
+.calendar-note {
+  font-size: 0.75rem;
+  margin-bottom: 0;
+  opacity: 0.75;
+}
+
+@media (max-width: 600px) {
+  .calendar-cell {
+    min-height: 3.5rem;
+    padding: 0.2rem;
+  }
+
+  .cell-value {
+    font-size: 0.65rem;
+  }
+}

apps/client/src/app/components/portfolio-pnl-calendar/portfolio-pnl-calendar.component.ts

@@ -0,0 +1,352 @@
+import type { HistoricalDataItem } from '@ghostfolio/common/interfaces';
+import { DataService } from '@ghostfolio/ui/services';
+
+import {
+  ChangeDetectionStrategy,
+  Component,
+  computed,
+  inject,
+  input,
+  signal
+} from '@angular/core';
+import { takeUntilDestroyed, toObservable } from '@angular/core/rxjs-interop';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCardModule } from '@angular/material/card';
+import { catchError, of, switchMap } from 'rxjs';
+
+import {
+  addCalendarDays,
+  aggregatePnlCalendarDays,
+  aggregatePnlCalendarWeekInMonth,
+  getLocalTodayKey,
+  getMonday,
+  getPnlCalendarDays,
+  type PnlCalendarPeriod
+} from './portfolio-pnl-calendar.helper';
+
+type CalendarView = 'daily' | 'weekly' | 'monthly' | 'last30';
+type CalendarUnit = 'currency' | 'percentage';
+
+interface CalendarCell extends PnlCalendarPeriod {
+  label: string;
+  outsideMonth?: boolean;
+}
+
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  imports: [MatButtonModule, MatCardModule],
+  selector: 'gf-portfolio-pnl-calendar',
+  styleUrls: ['./portfolio-pnl-calendar.component.scss'],
+  templateUrl: './portfolio-pnl-calendar.component.html'
+})
+export class GfPortfolioPnlCalendarComponent {
+  public readonly chart = input<HistoricalDataItem[] | null>(null);
+  public readonly currency = input.required<string>();
+  public readonly locale = input.required<string>();
+  public readonly showDetails = input(false);
+
+  protected readonly view = signal<CalendarView>('daily');
+  protected readonly unit = signal<CalendarUnit>('currency');
+  protected readonly referenceDate = signal(new Date());
+
+  protected readonly effectiveUnit = computed<CalendarUnit>(() => {
+    return this.showDetails() ? this.unit() : 'percentage';
+  });
+
+  protected readonly days = computed(() => {
+    return getPnlCalendarDays(this.chart() ?? []);
+  });
+  protected readonly firstHistoricalDate = computed(() => {
+    return this.chart()
+      ?.map(({ date }) => date)
+      .filter((date) => /^\d{4}-\d{2}-\d{2}$/.test(date))
+      .sort()[0];
+  });
+  protected readonly weekdays = computed(() => {
+    const formatter = new Intl.DateTimeFormat(this.locale(), {
+      weekday: 'short',
+      timeZone: 'UTC'
+    });
+
+    return Array.from({ length: 7 }, (_, index) => {
+      return formatter.format(new Date(Date.UTC(2024, 0, 1 + index)));
+    });
+  });
+
+  protected readonly title = computed(() => {
+    const referenceDate = this.referenceDate();
+
+    if (this.view() === 'last30') {
+      const endDate = this.toDateKey(
+        referenceDate.getFullYear(),
+        referenceDate.getMonth(),
+        referenceDate.getDate()
+      );
+      return `${this.formatShortDate(addCalendarDays(endDate, -29))} – ${this.formatShortDate(endDate)}`;
+    }
+
+    return new Intl.DateTimeFormat(this.locale(), {
+      month: this.view() === 'monthly' ? undefined : 'long',
+      year: 'numeric'
+    }).format(referenceDate);
+  });
+
+  protected readonly cells = computed<CalendarCell[]>(() => {
+    const referenceDate = this.referenceDate();
+    const year = referenceDate.getFullYear();
+    const month = referenceDate.getMonth();
+    const days = this.days();
+
+    if (this.view() === 'last30') {
+      const lastDate = this.toDateKey(year, month, referenceDate.getDate());
+      const firstDate = addCalendarDays(lastDate, -29);
+      const rollingFirstMonday = getMonday(firstDate);
+      const rollingLastSunday = addCalendarDays(getMonday(lastDate), 6);
+      const numberOfDays =
+        Math.round(
+          (Date.parse(`${rollingLastSunday}T00:00:00Z`) -
+            Date.parse(`${rollingFirstMonday}T00:00:00Z`)) /
+            86400000
+        ) + 1;
+
+      return Array.from({ length: numberOfDays }, (_, index) => {
+        const startDate = addCalendarDays(rollingFirstMonday, index);
+        return {
+          ...aggregatePnlCalendarDays({ days, endDate: startDate, startDate }),
+          label: `${Number(startDate.slice(8, 10))}`,
+          outsideMonth: startDate < firstDate || startDate > lastDate
+        };
+      });
+    }
+
+    if (this.view() === 'monthly') {
+      return Array.from({ length: 12 }, (_, index) => {
+        const startDate = this.toDateKey(year, index, 1);
+        const endDate = addCalendarDays(this.toDateKey(year, index + 1, 1), -1);
+
+        return {
+          ...aggregatePnlCalendarDays({
+            days,
+            endDate,
+            startDate,
+            requireComplete: true,
+            firstHistoricalDate: this.firstHistoricalDate()
+          }),
+          label: new Intl.DateTimeFormat(this.locale(), {
+            month: 'short',
+            timeZone: 'UTC'
+          }).format(new Date(Date.UTC(year, index, 1)))
+        };
+      });
+    }
+
+    const monthStart = this.toDateKey(year, month, 1);
+    const monthEnd = addCalendarDays(this.toDateKey(year, month + 1, 1), -1);
+    const firstMonday = getMonday(monthStart);
+    const lastSunday = addCalendarDays(getMonday(monthEnd), 6);
+    const weekCount =
+      ((Date.parse(`${lastSunday}T00:00:00Z`) -
+        Date.parse(`${firstMonday}T00:00:00Z`)) /
+        86400000 +
+        1) /
+      7;
+
+    if (this.view() === 'weekly') {
+      return Array.from({ length: weekCount }, (_, index) => {
+        const startDate = addCalendarDays(firstMonday, index * 7);
+        const endDate = addCalendarDays(startDate, 6);
+
+        return {
+          ...aggregatePnlCalendarWeekInMonth({
+            days,
+            monthEnd,
+            monthStart,
+            weekStart: startDate,
+            requireComplete: true,
+            firstHistoricalDate: this.firstHistoricalDate()
+          }),
+          label: `${this.formatShortDate(startDate)} – ${this.formatShortDate(endDate)}`
+        };
+      });
+    }
+
+    return Array.from({ length: weekCount * 7 }, (_, index) => {
+      const startDate = addCalendarDays(firstMonday, index);
+
+      return {
+        ...aggregatePnlCalendarDays({
+          days,
+          endDate: startDate,
+          startDate
+        }),
+        label: `${Number(startDate.slice(8, 10))}`,
+        outsideMonth: startDate < monthStart || startDate > monthEnd
+      };
+    });
+  });
+
+  protected readonly periodTotal = computed(() => {
+    const date = this.referenceDate();
+    const year = date.getFullYear();
+    const month = date.getMonth();
+    const isYear = this.view() === 'monthly';
+    const isRolling = this.view() === 'last30';
+    const endDate = isRolling
+      ? this.toDateKey(year, month, date.getDate())
+      : addCalendarDays(this.toDateKey(year, isYear ? 12 : month + 1, 1), -1);
+    const startDate = isRolling
+      ? addCalendarDays(endDate, -29)
+      : this.toDateKey(year, isYear ? 0 : month, 1);
+    const period = aggregatePnlCalendarDays({
+      days: this.days(),
+      endDate,
+      startDate,
+      requireComplete: true,
+      firstHistoricalDate: this.firstHistoricalDate()
+    });
+
+    return this.effectiveUnit() === 'currency'
+      ? period.amount
+      : this.getPeriodPercentage(startDate, endDate);
+  });
+
+  private readonly dataService = inject(DataService);
+  private readonly percentages = signal<Map<string, number> | null>(null);
+  private readonly percentageRequest = computed(() => {
+    if (
+      this.chart() === null ||
+      this.effectiveUnit() !== 'percentage' ||
+      this.days().length === 0
+    ) {
+      return null;
+    }
+    const date = this.referenceDate();
+    const year = date.getFullYear();
+    const month = date.getMonth();
+    const rolling = this.view() === 'last30';
+    const annual = this.view() === 'monthly';
+    const endDate = rolling
+      ? this.toDateKey(year, month, date.getDate())
+      : addCalendarDays(this.toDateKey(year, annual ? 12 : month + 1, 1), -1);
+    const startDate = rolling
+      ? addCalendarDays(endDate, -29)
+      : this.toDateKey(year, annual ? 0 : month, 1);
+    const today = getLocalTodayKey();
+    const periods = this.cells()
+      .filter(
+        ({ outsideMonth, startDate: cellStartDate }) =>
+          !outsideMonth && cellStartDate <= today
+      )
+      .map(({ startDate: cellStartDate, endDate: cellEndDate }) => ({
+        startDate: cellStartDate,
+        endDate: cellEndDate > today ? today : cellEndDate
+      }));
+    if (startDate <= today) {
+      periods.push({ startDate, endDate: endDate > today ? today : endDate });
+    }
+    return periods;
+  });
+
+  public constructor() {
+    toObservable(this.percentageRequest)
+      .pipe(
+        switchMap((periods) => {
+          this.percentages.set(null);
+          return periods?.length
+            ? this.dataService
+                .fetchPortfolioCalendarPercentages(periods)
+                .pipe(catchError(() => of([])))
+            : of([]);
+        }),
+        takeUntilDestroyed()
+      )
+      .subscribe((results) => {
+        this.percentages.set(
+          new Map(
+            results.flatMap(({ startDate, endDate, percentage }) =>
+              typeof percentage === 'number' && Number.isFinite(percentage)
+                ? [[`${startDate}|${endDate}`, percentage] as const]
+                : []
+            )
+          )
+        );
+      });
+  }
+
+  protected setView(view: CalendarView) {
+    if (view === 'last30') {
+      // Last 30 days always means the current rolling window, not a
+      // historical window inherited from monthly navigation.
+      this.referenceDate.set(new Date());
+    }
+    this.view.set(view);
+  }
+
+  protected setUnit(unit: CalendarUnit) {
+    this.unit.set(unit);
+  }
+
+  protected navigate(direction: -1 | 1) {
+    if (this.view() === 'last30') {
+      return;
+    }
+
+    const date = this.referenceDate();
+
+    this.referenceDate.set(
+      new Date(
+        date.getFullYear(),
+        date.getMonth() + (this.view() === 'monthly' ? 12 : 1) * direction,
+        1
+      )
+    );
+  }
+
+  protected getValue(cell: PnlCalendarPeriod): number | undefined {
+    return this.effectiveUnit() === 'currency'
+      ? cell.amount
+      : this.getPeriodPercentage(cell.startDate, cell.endDate);
+  }
+
+  protected formatValue(value: number | undefined): string {
+    if (value === undefined) {
+      return '—';
+    }
+
+    return (
+      new Intl.NumberFormat(this.locale(), {
+        ...(this.effectiveUnit() === 'currency'
+          ? { currency: this.currency(), style: 'currency' as const }
+          : { style: 'decimal' as const }),
+        maximumFractionDigits: 2,
+        minimumFractionDigits: 2,
+        signDisplay: 'exceptZero'
+      }).format(value) + (this.effectiveUnit() === 'percentage' ? ' %' : '')
+    );
+  }
+
+  private getPeriodPercentage(
+    startDate: string,
+    endDate: string
+  ): number | undefined {
+    const today = getLocalTodayKey();
+    if (startDate > today) {
+      return undefined;
+    }
+    return this.percentages()?.get(
+      `${startDate}|${endDate > today ? today : endDate}`
+    );
+  }
+
+  private formatShortDate(date: string): string {
+    return new Intl.DateTimeFormat(this.locale(), {
+      day: 'numeric',
+      month: 'short',
+      timeZone: 'UTC'
+    }).format(new Date(`${date}T00:00:00Z`));
+  }
+
+  private toDateKey(year: number, month: number, day: number): string {
+    return new Date(Date.UTC(year, month, day)).toISOString().slice(0, 10);
+  }
+}

apps/client/src/app/components/portfolio-pnl-calendar/portfolio-pnl-calendar.helper.spec.ts

@@ -0,0 +1,412 @@
+import {
+  addCalendarDays,
+  aggregatePnlCalendarDays,
+  aggregatePnlCalendarWeekInMonth,
+  getLocalTodayKey,
+  getMonday,
+  getPnlCalendarDays
+} from './portfolio-pnl-calendar.helper';
+
+describe('PnL calendar', () => {
+  it('calculates monetary PnL and changes in percentage points from cumulative values', () => {
+    const days = getPnlCalendarDays([
+      {
+        date: '2026-01-01',
+        netPerformanceWithCurrencyEffect: 50,
+        netPerformanceInPercentageWithCurrencyEffect: 0.05
+      },
+      {
+        date: '2026-01-02',
+        netPerformanceWithCurrencyEffect: 65,
+        netPerformanceInPercentageWithCurrencyEffect: 0.055
+      },
+      {
+        date: '2026-01-03',
+        netPerformanceWithCurrencyEffect: 60,
+        netPerformanceInPercentageWithCurrencyEffect: 0.04
+      }
+    ]);
+
+    expect(days[0].amount).toBe(15);
+    expect(days[0].percentagePoints).toBeCloseTo(0.5);
+    expect(days[1].amount).toBe(-5);
+    expect(days[1].percentagePoints).toBeCloseTo(-1.5);
+  });
+
+  it('does not confuse capital deposits with profit', () => {
+    expect(
+      getPnlCalendarDays([
+        {
+          date: '2026-03-10',
+          netPerformanceWithCurrencyEffect: 25,
+          valueWithCurrencyEffect: 1000
+        },
+        {
+          date: '2026-03-11',
+          netPerformanceWithCurrencyEffect: 25,
+          valueWithCurrencyEffect: 11000
+        }
+      ])[0].amount
+    ).toBe(0);
+  });
+
+  it('does not invent values when performance fields are absent', () => {
+    expect(
+      getPnlCalendarDays([
+        { date: '2026-01-01' },
+        { date: '2026-01-02', netPerformanceWithCurrencyEffect: 10 },
+        {
+          date: '2026-01-03',
+          netPerformanceWithCurrencyEffect: 15,
+          netPerformanceInPercentageWithCurrencyEffect: 0.02
+        }
+      ])
+    ).toEqual([{ amount: 5, date: '2026-01-03', percentagePoints: undefined }]);
+  });
+
+  it('aggregates only observed days and distinguishes missing from zero', () => {
+    const days = [
+      { amount: 10, date: '2026-01-02', percentagePoints: 0.5 },
+      { amount: -10, date: '2026-01-05', percentagePoints: -0.25 }
+    ];
+
+    expect(
+      aggregatePnlCalendarDays({
+        days,
+        startDate: '2026-01-01',
+        endDate: '2026-01-04'
+      })
+    ).toEqual({
+      amount: 10,
+      startDate: '2026-01-01',
+      endDate: '2026-01-04',
+      percentagePoints: 0.5
+    });
+
+    expect(
+      aggregatePnlCalendarDays({
+        days,
+        startDate: '2026-01-02',
+        endDate: '2026-01-05'
+      })
+    ).toEqual({
+      amount: 0,
+      startDate: '2026-01-02',
+      endDate: '2026-01-05',
+      percentagePoints: 0.25
+    });
+
+    expect(
+      aggregatePnlCalendarDays({
+        days,
+        startDate: '2026-02-01',
+        endDate: '2026-02-28'
+      }).amount
+    ).toBeUndefined();
+  });
+
+  it('clips weeks crossing month boundaries without changing the month total', () => {
+    const days = [
+      { date: '2026-09-30', amount: 200, percentagePoints: 2 },
+      { date: '2026-10-01', amount: 10, percentagePoints: 0.1 },
+      { date: '2026-10-04', amount: -2, percentagePoints: -0.02 },
+      { date: '2026-10-05', amount: 3, percentagePoints: 0.03 },
+      { date: '2026-10-31', amount: 5, percentagePoints: 0.05 },
+      { date: '2026-11-01', amount: 100, percentagePoints: 1 }
+    ];
+    const weeks = Array.from({ length: 5 }, (_, index) =>
+      aggregatePnlCalendarWeekInMonth({
+        days,
+        monthStart: '2026-10-01',
+        monthEnd: '2026-10-31',
+        weekStart: addCalendarDays('2026-09-28', index * 7)
+      })
+    );
+    const october = aggregatePnlCalendarDays({
+      days,
+      startDate: '2026-10-01',
+      endDate: '2026-10-31'
+    });
+
+    expect(weeks[0]).toEqual({
+      amount: 8,
+      percentagePoints: 0.08,
+      startDate: '2026-10-01',
+      endDate: '2026-10-04'
+    });
+    expect(weeks[4].amount).toBe(5);
+    expect(weeks.reduce((sum, week) => sum + (week.amount ?? 0), 0)).toBe(
+      october.amount
+    );
+  });
+
+  it('never approximates a financial return from the opening portfolio value', () => {
+    const days = getPnlCalendarDays([
+      {
+        date: '2026-01-01',
+        netPerformanceWithCurrencyEffect: 100,
+        valueWithCurrencyEffect: 1000
+      },
+      {
+        date: '2026-01-02',
+        netPerformanceWithCurrencyEffect: 120,
+        valueWithCurrencyEffect: 1200
+      },
+      {
+        date: '2026-01-03',
+        netPerformanceWithCurrencyEffect: 90,
+        valueWithCurrencyEffect: 1150
+      }
+    ]);
+    const period = aggregatePnlCalendarDays({
+      days,
+      startDate: '2026-01-02',
+      endDate: '2026-01-03'
+    });
+    expect(period.amount).toBe(-10);
+    expect('percentage' in period).toBe(false);
+  });
+
+  it('preserves zero monetary PnL with a deposit', () => {
+    const days = getPnlCalendarDays([
+      {
+        date: '2026-03-10',
+        netPerformanceWithCurrencyEffect: 25,
+        valueWithCurrencyEffect: 1000
+      },
+      {
+        date: '2026-03-11',
+        netPerformanceWithCurrencyEffect: 25,
+        valueWithCurrencyEffect: 11000
+      }
+    ]);
+    expect(
+      aggregatePnlCalendarDays({
+        days,
+        startDate: '2026-03-11',
+        endDate: '2026-03-11'
+      }).amount
+    ).toBe(0);
+  });
+
+  it('handles a rolling 30-day interval across years', () => {
+    expect(addCalendarDays('2026-01-13', -29)).toBe('2025-12-15');
+    expect(addCalendarDays('2026-10-13', -29)).toBe('2026-09-14');
+  });
+
+  it('handles Mondays, Sundays, leap days and calendar-year boundaries', () => {
+    expect(getMonday('2026-01-01')).toBe('2025-12-29');
+    expect(getMonday('2026-01-04')).toBe('2025-12-29');
+    expect(getMonday('2026-01-05')).toBe('2026-01-05');
+    expect(addCalendarDays('2024-02-28', 1)).toBe('2024-02-29');
+    expect(addCalendarDays('2026-01-01', -1)).toBe('2025-12-31');
+  });
+
+  it('never attributes a multi-day cumulative change to a single day', () => {
+    const days = getPnlCalendarDays([
+      { date: '2026-01-02', netPerformanceWithCurrencyEffect: 10 },
+      { date: '2026-01-05', netPerformanceWithCurrencyEffect: 40 },
+      { date: '2026-01-06', netPerformanceWithCurrencyEffect: 45 }
+    ]);
+    expect(days).toEqual([
+      { amount: 5, date: '2026-01-06', percentagePoints: undefined }
+    ]);
+  });
+
+  it('accepts contiguous dates across a leap day and a year boundary', () => {
+    const days = getPnlCalendarDays([
+      { date: '2024-02-28', netPerformanceWithCurrencyEffect: 1 },
+      { date: '2024-02-29', netPerformanceWithCurrencyEffect: 3 },
+      { date: '2024-03-01', netPerformanceWithCurrencyEffect: 6 },
+      { date: '2024-12-31', netPerformanceWithCurrencyEffect: 20 },
+      { date: '2025-01-01', netPerformanceWithCurrencyEffect: 24 }
+    ]);
+    expect(days.map(({ date, amount }) => ({ date, amount }))).toEqual([
+      { date: '2024-02-29', amount: 2 },
+      { date: '2024-03-01', amount: 3 },
+      { date: '2025-01-01', amount: 4 }
+    ]);
+  });
+
+  it('hides incomplete weekly and monthly monetary totals, rather than reporting partial sums', () => {
+    const days = [
+      { date: '2026-01-02', amount: 10 },
+      { date: '2026-01-04', amount: 20 }
+    ];
+    const result = aggregatePnlCalendarDays({
+      days,
+      startDate: '2026-01-02',
+      endDate: '2026-01-04',
+      requireComplete: true,
+      asOfDate: '2026-01-04'
+    });
+    expect(result.amount).toBeUndefined();
+    // The legacy aggregate remains useful for explicitly partial sums.
+    expect(
+      aggregatePnlCalendarDays({
+        days,
+        startDate: '2026-01-02',
+        endDate: '2026-01-04'
+      }).amount
+    ).toBe(30);
+  });
+
+  it('preserves a real zero and does not require dates in the future', () => {
+    const days = [
+      { date: '2026-10-12', amount: 0 },
+      { date: '2026-10-13', amount: 0 }
+    ];
+    expect(
+      aggregatePnlCalendarDays({
+        days,
+        startDate: '2026-10-12',
+        endDate: '2026-10-31',
+        requireComplete: true,
+        asOfDate: '2026-10-13'
+      }).amount
+    ).toBe(0);
+    expect(
+      aggregatePnlCalendarDays({
+        days,
+        startDate: '2026-10-14',
+        endDate: '2026-10-31',
+        requireComplete: true,
+        asOfDate: '2026-10-13'
+      }).amount
+    ).toBeUndefined();
+  });
+
+  it('treats absent or undefined monetary observations as incomplete', () => {
+    expect(
+      aggregatePnlCalendarDays({
+        days: [
+          { date: '2026-01-01', amount: 2 },
+          { date: '2026-01-02', percentagePoints: 0.1 }
+        ],
+        startDate: '2026-01-01',
+        endDate: '2026-01-02',
+        requireComplete: true,
+        asOfDate: '2026-01-02'
+      }).amount
+    ).toBeUndefined();
+  });
+
+  it('uses the local calendar day instead of a UTC date', () => {
+    const now = new Date(2026, 9, 13, 0, 15);
+    expect(getLocalTodayKey(now)).toBe('2026-10-13');
+  });
+
+  it('does not mistake pre-inception dates for gaps, but rejects later missing days', () => {
+    const days = [
+      { date: '2026-01-15', amount: 0 },
+      { date: '2026-01-16', amount: 4 },
+      { date: '2026-01-17', amount: -1 }
+    ];
+    expect(
+      aggregatePnlCalendarDays({
+        days,
+        startDate: '2026-01-01',
+        endDate: '2026-01-17',
+        requireComplete: true,
+        asOfDate: '2026-01-17',
+        firstHistoricalDate: '2026-01-15'
+      }).amount
+    ).toBe(3);
+    expect(
+      aggregatePnlCalendarDays({
+        days: [...days, { date: '2026-01-19', amount: 2 }],
+        startDate: '2026-01-01',
+        endDate: '2026-01-19',
+        requireComplete: true,
+        asOfDate: '2026-01-19',
+        firstHistoricalDate: '2026-01-15'
+      }).amount
+    ).toBeUndefined();
+    // A missing day at the start is still a gap when earlier history exists.
+    expect(
+      aggregatePnlCalendarDays({
+        days: [{ date: '2025-12-31', amount: 1 }, ...days],
+        startDate: '2026-01-01',
+        endDate: '2026-01-17',
+        requireComplete: true,
+        asOfDate: '2026-01-17'
+      }).amount
+    ).toBeUndefined();
+  });
+
+  it('does not report a complete total before any observed monetary day', () => {
+    expect(
+      aggregatePnlCalendarDays({
+        days: [],
+        startDate: '2026-01-01',
+        endDate: '2026-01-31',
+        requireComplete: true,
+        asOfDate: '2026-01-31'
+      }).amount
+    ).toBeUndefined();
+  });
+
+  it('does not infer inception from the first PnL point alone', () => {
+    expect(
+      aggregatePnlCalendarDays({
+        days: [{ date: '2026-01-15', amount: 10 }],
+        startDate: '2026-01-01',
+        endDate: '2026-01-15',
+        requireComplete: true,
+        asOfDate: '2026-01-15'
+      }).amount
+    ).toBeUndefined();
+  });
+
+  it('handles a synthetic first month with purchases on October 9 and 18', () => {
+    // Entirely artificial chart: the first activity occurs on October 9.
+    // The second purchase adds capital but does not generate profit itself.
+    const chart = [
+      {
+        date: '2026-10-09',
+        netPerformanceWithCurrencyEffect: 0,
+        valueWithCurrencyEffect: 1000
+      },
+      ...Array.from({ length: 14 }, (_, index) => {
+        const day = index + 10;
+        const netPerformance =
+          day === 18 ? -40 : day === 23 ? -45 : -5 * (day - 9);
+        return {
+          date: `2026-10-${String(day).padStart(2, '0')}`,
+          netPerformanceWithCurrencyEffect: netPerformance,
+          valueWithCurrencyEffect: (day >= 18 ? 2000 : 1000) + netPerformance
+        };
+      })
+    ];
+    const days = getPnlCalendarDays(chart);
+    const month = aggregatePnlCalendarDays({
+      days,
+      startDate: '2026-10-01',
+      endDate: '2026-10-31',
+      requireComplete: true,
+      firstHistoricalDate: '2026-10-09',
+      asOfDate: '2026-10-23'
+    });
+
+    expect(days[0]).toMatchObject({ date: '2026-10-10', amount: -5 });
+    expect(days.find(({ date }) => date === '2026-10-18')?.amount).toBe(0);
+    expect(month.amount).toBe(-45);
+    expect(days.some(({ date }) => date < '2026-10-09')).toBe(false);
+  });
+
+  it('rejects a missing day after synthetic inception, even with two purchases', () => {
+    const days = Array.from({ length: 14 }, (_, index) => ({
+      date: `2026-10-${String(index + 10).padStart(2, '0')}`,
+      amount: index === 8 ? 0 : -2
+    }));
+    const month = aggregatePnlCalendarDays({
+      days: days.filter(({ date }) => date !== '2026-10-14'),
+      startDate: '2026-10-01',
+      endDate: '2026-10-31',
+      firstHistoricalDate: '2026-10-09',
+      requireComplete: true,
+      asOfDate: '2026-10-23'
+    });
+    expect(month.amount).toBeUndefined();
+  });
+});

apps/client/src/app/components/portfolio-pnl-calendar/portfolio-pnl-calendar.helper.ts

@@ -0,0 +1,220 @@
+import type { HistoricalDataItem } from '@ghostfolio/common/interfaces';
+
+export interface PnlCalendarDay {
+  date: string;
+  amount?: number;
+  percentagePoints?: number;
+}
+
+export interface PnlCalendarPeriod {
+  amount?: number;
+  endDate: string;
+  percentagePoints?: number;
+  startDate: string;
+}
+
+// Work on ISO calendar dates, not local instants: DST must not change the day.
+export function addCalendarDays(date: string, days: number): string {
+  const [year, month, day] = date.split('-').map(Number);
+  const result = new Date(Date.UTC(year, month - 1, day + days));
+
+  return result.toISOString().slice(0, 10);
+}
+
+/** Current local calendar date, independent of UTC rollover. */
+export function getLocalTodayKey(now: Date = new Date()): string {
+  const year = now.getFullYear();
+  const month = String(now.getMonth() + 1).padStart(2, '0');
+  const day = String(now.getDate()).padStart(2, '0');
+
+  return `${year}-${month}-${day}`;
+}
+
+export function getMonday(date: string): string {
+  const [year, month, day] = date.split('-').map(Number);
+  const weekday = new Date(Date.UTC(year, month - 1, day)).getUTCDay();
+
+  return addCalendarDays(date, -((weekday + 6) % 7));
+}
+
+/**
+ * The portfolio performance chart contains cumulative values for its range.
+ * Their differences give the period's monetary PnL and the CHANGE in the
+ * cumulative return (percentage points), not a period's investment return.
+ * Do not replace the latter with a "daily return" label: ROAI and other
+ * non-time-weighted methods cannot be chained that way.
+ */
+export function getPnlCalendarDays(
+  chart: HistoricalDataItem[]
+): PnlCalendarDay[] {
+  const items = [...chart]
+    .filter(({ date }) => /^\d{4}-\d{2}-\d{2}$/.test(date))
+    .sort((a, b) => a.date.localeCompare(b.date));
+  const days: PnlCalendarDay[] = [];
+
+  for (let index = 1; index < items.length; index++) {
+    const current = items[index];
+    const previous = items[index - 1];
+
+    // A multi-day delta is not a daily PnL: do not assign it to the last day.
+    if (current.date !== addCalendarDays(previous.date, 1)) {
+      continue;
+    }
+
+    const amount = differenceOrUndefined(
+      current.netPerformanceWithCurrencyEffect,
+      previous.netPerformanceWithCurrencyEffect
+    );
+    const percentagePoints = differenceOrUndefined(
+      current.netPerformanceInPercentageWithCurrencyEffect,
+      previous.netPerformanceInPercentageWithCurrencyEffect
+    );
+
+    if (amount !== undefined || percentagePoints !== undefined) {
+      days.push({
+        amount,
+        date: current.date,
+        percentagePoints:
+          percentagePoints === undefined ? undefined : percentagePoints * 100
+      });
+    }
+  }
+
+  return days;
+}
+
+export function aggregatePnlCalendarDays({
+  days,
+  endDate,
+  startDate,
+  requireComplete = false,
+  asOfDate = getLocalTodayKey(),
+  firstHistoricalDate
+}: {
+  days: PnlCalendarDay[];
+  endDate: string;
+  startDate: string;
+  requireComplete?: boolean;
+  asOfDate?: string;
+  firstHistoricalDate?: string;
+}): PnlCalendarPeriod {
+  let amount: number | undefined;
+  let percentagePoints: number | undefined;
+
+  for (const day of days) {
+    if (day.date < startDate || day.date > endDate) {
+      continue;
+    }
+
+    if (day.amount !== undefined) {
+      amount = (amount ?? 0) + day.amount;
+    }
+
+    if (day.percentagePoints !== undefined) {
+      percentagePoints = (percentagePoints ?? 0) + day.percentagePoints;
+    }
+  }
+
+  // A partial monetary sum must not be presented as a full period result.
+  // Ignore future dates, but require one finite monetary observation for
+  // every elapsed calendar day in a complete-period aggregation.
+  if (requireComplete) {
+    const lastRequiredDate = endDate < asOfDate ? endDate : asOfDate;
+    const observed = new Set(
+      days
+        .filter(
+          ({ amount: value, date }) =>
+            typeof value === 'number' &&
+            Number.isFinite(value) &&
+            date >= startDate &&
+            date <= lastRequiredDate
+        )
+        .map(({ date }) => date)
+    );
+    // Before the first observable daily PnL there is no return to report.
+    // Do not mistake that pre-history for a gap inside the observed series.
+    // A missing observation AFTER the first day still invalidates the total.
+    const firstObservedDate = days
+      .filter(
+        ({ amount: value, date }) =>
+          typeof value === 'number' &&
+          Number.isFinite(value) &&
+          date <= lastRequiredDate
+      )
+      .map(({ date }) => date)
+      .sort()[0];
+    // Only a known start of the underlying chart can justify trimming
+    // pre-history. The first monetary observation alone is not evidence
+    // of inception: it might follow an unobserved data gap.
+    const effectiveStart =
+      firstHistoricalDate &&
+      firstHistoricalDate >= startDate &&
+      firstObservedDate &&
+      firstObservedDate > startDate
+        ? firstObservedDate
+        : startDate;
+    let isComplete =
+      Boolean(firstObservedDate) && effectiveStart <= lastRequiredDate;
+    for (
+      let date = effectiveStart;
+      isComplete && date <= lastRequiredDate;
+      date = addCalendarDays(date, 1)
+    ) {
+      if (!observed.has(date)) {
+        isComplete = false;
+      }
+    }
+    if (!isComplete) {
+      amount = undefined;
+    }
+  }
+
+  return {
+    amount,
+    endDate,
+    percentagePoints,
+    startDate
+  };
+}
+
+/** Aggregate only the portion of an ISO Monday-Sunday week in the selected month. */
+export function aggregatePnlCalendarWeekInMonth({
+  days,
+  monthEnd,
+  monthStart,
+  weekStart,
+  requireComplete = false,
+  asOfDate,
+  firstHistoricalDate
+}: {
+  days: PnlCalendarDay[];
+  monthEnd: string;
+  monthStart: string;
+  weekStart: string;
+  requireComplete?: boolean;
+  asOfDate?: string;
+  firstHistoricalDate?: string;
+}): PnlCalendarPeriod {
+  const weekEnd = addCalendarDays(weekStart, 6);
+
+  return aggregatePnlCalendarDays({
+    days,
+    startDate: weekStart < monthStart ? monthStart : weekStart,
+    endDate: weekEnd > monthEnd ? monthEnd : weekEnd,
+    requireComplete,
+    asOfDate,
+    firstHistoricalDate
+  });
+}
+
+function differenceOrUndefined(
+  current: number | undefined,
+  previous: number | undefined
+): number | undefined {
+  return typeof current === 'number' &&
+    Number.isFinite(current) &&
+    typeof previous === 'number' &&
+    Number.isFinite(previous)
+    ? current - previous
+    : undefined;
+}

libs/ui/src/lib/services/data.service.ts

@@ -727,6 +727,17 @@ export class DataService {
       );
   }
 
+  public fetchPortfolioCalendarPercentages(
+    periods: {
+      startDate: string;
+      endDate: string;
+    }[]
+  ): Observable<{ startDate: string; endDate: string; percentage?: number }[]> {
+    return this.http.post<
+      { startDate: string; endDate: string; percentage?: number }[]
+    >('/api/v2/portfolio/performance/calendar', { periods });
+  }
+
   public fetchPortfolioPerformance({
     filters,
     groupBy,