Merge pull request #137 from dandevaud/mr/Upstream-2024-11-13

Mr/upstream 2024 11 13

CHANGELOG.md

@@ -94,6 +94,129 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## 2.115.0 - 2024-10-14
 
+### Changed
+
+- Extended the assistant by a holding selector
+- Separated the _FIRE_ / _X-ray_ page
+- Improved the language localization for Italian (`it`)
+- Upgraded `ngx-skeleton-loader` from version `7.0.0` to `9.0.0`
+
+## 2.122.0 - 2024-11-07
+
+### Changed
+
+- Upgraded `countries-list` from version `3.1.0` to `3.1.1`
+
+### Fixed
+
+- Fixed an issue with the algebraic sign in the chart of the holdings tab on the home page (experimental)
+- Improved the exception handling in the user authorization service
+- Disabled the caching of the benchmarks in the markets overview if sharing the _Fear & Greed Index_ (market mood) is enabled
+
+## 2.121.1 - 2024-11-02
+
+### Added
+
+- Set the stack and container names in the `docker-compose` files (`docker-compose.yml`, `docker-compose.build.yml` and `docker-compose.dev.yml`)
+
+### Changed
+
+- Reverted the permissions (`chmod 0700`) on `entrypoint.sh` in the `Dockerfile`
+- Upgraded the _Stripe_ dependencies
+
+## 2.120.0 - 2024-10-30
+
+### Added
+
+- Added support for log levels (`LOG_LEVELS`) to conditionally log `prisma` query events (`debug` or `verbose`)
+
+### Changed
+
+- Restructured the resources page
+- Renamed the static portfolio analysis rule from _Allocation Cluster Risk_ to _Economic Market Cluster Risk_ (Developed Markets and Emerging Markets)
+- Improved the language localization for German (`de`)
+- Switched the `consistent-generic-constructors` rule from `warn` to `error` in the `eslint` configuration
+- Switched the `consistent-indexed-object-style` rule from `warn` to `off` in the `eslint` configuration
+- Switched the `consistent-type-assertions` rule from `warn` to `error` in the `eslint` configuration
+- Switched the `prefer-optional-chain` rule from `warn` to `error` in the `eslint` configuration
+- Upgraded `Nx` from version `20.0.3` to `20.0.6`
+
+## 2.119.0 - 2024-10-26
+
+### Changed
+
+- Switched the `consistent-type-definitions` rule from `warn` to `error` in the `eslint` configuration
+- Switched the `no-empty-function` rule from `warn` to `error` in the `eslint` configuration
+- Switched the `prefer-function-type` rule from `warn` to `error` in the `eslint` configuration
+- Upgraded `prisma` from version `5.20.0` to `5.21.1`
+
+### Fixed
+
+- Fixed an issue with the X-axis scale of the dividend timeline on the analysis page
+- Fixed an issue with the X-axis scale of the investment timeline on the analysis page
+- Fixed an issue with the X-axis scale of the portfolio evolution chart on the analysis page
+- Fixed an issue in the calculation of the static portfolio analysis rule: _Allocation Cluster Risk_ (Developed Markets)
+- Fixed an issue in the calculation of the static portfolio analysis rule: _Allocation Cluster Risk_ (Emerging Markets)
+
+## 2.118.0 - 2024-10-23
+
+### Added
+
+- Added a new static portfolio analysis rule: _Allocation Cluster Risk_ (Developed Markets)
+- Added a new static portfolio analysis rule: _Allocation Cluster Risk_ (Emerging Markets)
+- Added support for mutual funds in the _EOD Historical Data_ service
+
+### Changed
+
+- Improved the font colors of the chart of the holdings tab on the home page (experimental)
+- Optimized the dialog sizes for mobile (full screen)
+- Optimized the git-hook via `husky` to lint only affected projects before a commit
+- Upgraded `angular` from version `18.1.1` to `18.2.8`
+- Upgraded `Nx` from version `19.5.6` to `20.0.3`
+
+### Fixed
+
+- Fixed the warning `export was not found` in connection with `GetValuesParams`
+- Quoted the password for the _Redis_ service `healthcheck` in the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`)
+
+## 2.117.0 - 2024-10-19
+
+### Added
+
+- Added the logotype to the footer
+- Added the data providers management to the admin control panel
+
+### Changed
+
+- Improved the backgrounds of the chart of the holdings tab on the home page (experimental)
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed an issue in the carousel component for the testimonial section on the landing page
+
+## 2.116.0 - 2024-10-17
+
+### Added
+
+- Extended the content of the _Self-Hosting_ section by the benchmarks concept for _Compare with..._ on the Frequently Asked Questions (FAQ) page
+- Extended the content of the _Self-Hosting_ section by the benchmarks concept for _Markets_ on the Frequently Asked Questions (FAQ) page
+- Set the permissions (`chmod 0700`) on `entrypoint.sh` in the `Dockerfile`
+
+### Changed
+
+- Improved the empty state in the benchmarks of the markets overview
+- Disabled the text hover effect in the chart of the holdings tab on the home page (experimental)
+- Improved the usability to customize the rule thresholds in the _X-ray_ section by introducing units (experimental)
+- Switched to adjusted market prices (splits and dividends) in the get historical functionality of the _EOD Historical Data_ service
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed the usage of the environment variable `PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY`
+
+## 2.115.0 - 2024-10-14
+
 ### Added
 
 - Added the name to the tooltip of the chart of the holdings tab on the home page (experimental)

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

@@ -648,7 +648,7 @@ export class AdminService {
   }
 
   private async getUsersWithAnalytics(): Promise<AdminUsers['users']> {
-    let orderBy: any = {
+    let orderBy: Prisma.UserOrderByWithRelationInput = {
       createdAt: 'desc'
     };
     let where: Prisma.UserWhereInput;
@@ -656,7 +656,7 @@ export class AdminService {
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       orderBy = {
         Analytics: {
-          updatedAt: 'desc'
+          lastRequestAt: 'desc'
         }
       };
       where = {

apps/api/src/app/auth/jwt.strategy.ts

@@ -46,7 +46,7 @@ export class JwtStrategy extends PassportStrategy(Strategy, 'jwt') {
             update: {
               country,
               activityCount: { increment: 1 },
-              updatedAt: new Date()
+              lastRequestAt: new Date()
             },
             where: { userId: user.id }
           });
@@ -60,7 +60,7 @@ export class JwtStrategy extends PassportStrategy(Strategy, 'jwt') {
         );
       }
     } catch (error) {
-      if (error?.getStatus() === StatusCodes.TOO_MANY_REQUESTS) {
+      if (error?.getStatus?.() === StatusCodes.TOO_MANY_REQUESTS) {
         throw error;
       } else {
         throw new HttpException(

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

@@ -437,7 +437,7 @@ export class BenchmarkService {
       };
     });
 
-    if (storeInCache) {
+    if (!enableSharing && storeInCache) {
       const expiration = addHours(new Date(), 2);
 
       await this.redisCacheService.set(

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

@@ -23,10 +23,10 @@ import {
 import {
   InfoItem,
   Statistics,
-  Subscription
+  SubscriptionOffer
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
-import { SubscriptionOffer } from '@ghostfolio/common/types';
+import { SubscriptionOfferKey } from '@ghostfolio/common/types';
 
 import { Injectable, Logger } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
@@ -101,7 +101,7 @@ export class InfoService {
       isUserSignupEnabled,
       platforms,
       statistics,
-      subscriptions
+      subscriptionOffers
     ] = await Promise.all([
       this.benchmarkService.getBenchmarkAssetProfiles(),
       this.getDemoAuthToken(),
@@ -110,7 +110,7 @@ export class InfoService {
         orderBy: { name: 'asc' }
       }),
       this.getStatistics(),
-      this.getSubscriptions()
+      this.getSubscriptionOffers()
     ]);
 
     if (isUserSignupEnabled) {
@@ -125,7 +125,7 @@ export class InfoService {
       isReadOnlyMode,
       platforms,
       statistics,
-      subscriptions,
+      subscriptionOffers,
       baseCurrency: DEFAULT_CURRENCY,
       currencies: this.exchangeRateDataService.getCurrencies()
     };
@@ -142,7 +142,7 @@ export class InfoService {
           },
           {
             Analytics: {
-              updatedAt: {
+              lastRequestAt: {
                 gt: subDays(new Date(), aDays)
               }
             }
@@ -314,8 +314,8 @@ export class InfoService {
     return statistics;
   }
 
-  private async getSubscriptions(): Promise<{
+  private async getSubscriptionOffers(): Promise<{
-    [offer in SubscriptionOffer]: Subscription;
+    [offer in SubscriptionOfferKey]: SubscriptionOffer;
   }> {
     if (!this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       return undefined;

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

@@ -162,10 +162,6 @@ export abstract class PortfolioCalculator {
     this.snapshotPromise = this.initialize();
   }
 
-  protected abstract calculateOverallPerformance(
-    positions: TimelinePosition[]
-  ): PortfolioSnapshot;
-
   @LogPerformance
   public async computeSnapshot(): Promise<PortfolioSnapshot> {
     const lastTransactionPoint = last(this.transactionPoints);
@@ -769,62 +765,6 @@ export abstract class PortfolioCalculator {
     return { chart };
   }
 
-  @LogPerformance
-  public async getSnapshot() {
-    await this.snapshotPromise;
-
-    return this.snapshot;
-  }
-
-  public getStartDate() {
-    let firstAccountBalanceDate: Date;
-    let firstActivityDate: Date;
-
-    try {
-      const firstAccountBalanceDateString = first(
-        this.accountBalanceItems
-      )?.date;
-      firstAccountBalanceDate = firstAccountBalanceDateString
-        ? parseDate(firstAccountBalanceDateString)
-        : new Date();
-    } catch (error) {
-      firstAccountBalanceDate = new Date();
-    }
-
-    try {
-      const firstActivityDateString = this.transactionPoints[0].date;
-      firstActivityDate = firstActivityDateString
-        ? parseDate(firstActivityDateString)
-        : new Date();
-    } catch (error) {
-      firstActivityDate = new Date();
-    }
-
-    return min([firstAccountBalanceDate, firstActivityDate]);
-  }
-
-  protected abstract getSymbolMetrics({
-    chartDateMap,
-    dataSource,
-    end,
-    exchangeRates,
-    marketSymbolMap,
-    start,
-    symbol
-  }: {
-    chartDateMap: { [date: string]: boolean };
-    end: Date;
-    exchangeRates: { [dateString: string]: number };
-    marketSymbolMap: {
-      [date: string]: { [symbol: string]: Big };
-    };
-    start: Date;
-  } & AssetProfileIdentifier): SymbolMetrics;
-
-  public getTransactionPoints() {
-    return this.transactionPoints;
-  }
-
   @LogPerformance
   public async getValuablesInBaseCurrency() {
     await this.snapshotPromise;
@@ -832,72 +772,11 @@ export abstract class PortfolioCalculator {
     return this.snapshot.totalValuablesWithCurrencyEffect;
   }
 
-  private getChartDateMap({
+  @LogPerformance
-    endDate,
+  public async getSnapshot() {
-    startDate,
+    await this.snapshotPromise;
-    step
-  }: {
-    endDate: Date;
-    startDate: Date;
-    step: number;
-  }): { [date: string]: true } {
-    // Create a map of all relevant chart dates:
-    // 1. Add transaction point dates
-    const chartDateMap = this.transactionPoints.reduce((result, { date }) => {
-      result[date] = true;
-      return result;
-    }, {});
-
-    // 2. Add dates between transactions respecting the specified step size
-    for (const date of eachDayOfInterval(
-      { end: endDate, start: startDate },
-      { step }
-    )) {
-      chartDateMap[format(date, DATE_FORMAT)] = true;
-    }
-
-    if (step > 1) {
-      // Reduce the step size of last 90 days
-      for (const date of eachDayOfInterval(
-        { end: endDate, start: subDays(endDate, 90) },
-        { step: 3 }
-      )) {
-        chartDateMap[format(date, DATE_FORMAT)] = true;
-      }
-
-      // Reduce the step size of last 30 days
-      for (const date of eachDayOfInterval(
-        { end: endDate, start: subDays(endDate, 30) },
-        { step: 1 }
-      )) {
-        chartDateMap[format(date, DATE_FORMAT)] = true;
-      }
-    }
-
-    // Make sure the end date is present
-    chartDateMap[format(endDate, DATE_FORMAT)] = true;
-
-    // Make sure some key dates are present
-    for (const dateRange of ['1d', '1y', '5y', 'max', 'mtd', 'wtd', 'ytd']) {
-      const { endDate: dateRangeEnd, startDate: dateRangeStart } =
-        getIntervalFromDateRange(dateRange);
-
-      if (
-        !isBefore(dateRangeStart, startDate) &&
-        !isAfter(dateRangeStart, endDate)
-      ) {
-        chartDateMap[format(dateRangeStart, DATE_FORMAT)] = true;
-      }
-
-      if (
-        !isBefore(dateRangeEnd, startDate) &&
-        !isAfter(dateRangeEnd, endDate)
-      ) {
-        chartDateMap[format(dateRangeEnd, DATE_FORMAT)] = true;
-      }
-    }
 
-    return chartDateMap;
+    return this.snapshot;
   }
 
   @LogPerformance
@@ -1120,4 +999,125 @@ export abstract class PortfolioCalculator {
       await this.initialize();
     }
   }
+
+  public getStartDate() {
+    let firstAccountBalanceDate: Date;
+    let firstActivityDate: Date;
+
+    try {
+      const firstAccountBalanceDateString = first(
+        this.accountBalanceItems
+      )?.date;
+      firstAccountBalanceDate = firstAccountBalanceDateString
+        ? parseDate(firstAccountBalanceDateString)
+        : new Date();
+    } catch (error) {
+      firstAccountBalanceDate = new Date();
+    }
+
+    try {
+      const firstActivityDateString = this.transactionPoints[0].date;
+      firstActivityDate = firstActivityDateString
+        ? parseDate(firstActivityDateString)
+        : new Date();
+    } catch (error) {
+      firstActivityDate = new Date();
+    }
+
+    return min([firstAccountBalanceDate, firstActivityDate]);
+  }
+
+  public getTransactionPoints() {
+    return this.transactionPoints;
+  }
+
+  private getChartDateMap({
+    endDate,
+    startDate,
+    step
+  }: {
+    endDate: Date;
+    startDate: Date;
+    step: number;
+  }): { [date: string]: true } {
+    // Create a map of all relevant chart dates:
+    // 1. Add transaction point dates
+    const chartDateMap = this.transactionPoints.reduce((result, { date }) => {
+      result[date] = true;
+      return result;
+    }, {});
+
+    // 2. Add dates between transactions respecting the specified step size
+    for (const date of eachDayOfInterval(
+      { end: endDate, start: startDate },
+      { step }
+    )) {
+      chartDateMap[format(date, DATE_FORMAT)] = true;
+    }
+
+    if (step > 1) {
+      // Reduce the step size of last 90 days
+      for (const date of eachDayOfInterval(
+        { end: endDate, start: subDays(endDate, 90) },
+        { step: 3 }
+      )) {
+        chartDateMap[format(date, DATE_FORMAT)] = true;
+      }
+
+      // Reduce the step size of last 30 days
+      for (const date of eachDayOfInterval(
+        { end: endDate, start: subDays(endDate, 30) },
+        { step: 1 }
+      )) {
+        chartDateMap[format(date, DATE_FORMAT)] = true;
+      }
+    }
+
+    // Make sure the end date is present
+    chartDateMap[format(endDate, DATE_FORMAT)] = true;
+
+    // Make sure some key dates are present
+    for (const dateRange of ['1d', '1y', '5y', 'max', 'mtd', 'wtd', 'ytd']) {
+      const { endDate: dateRangeEnd, startDate: dateRangeStart } =
+        getIntervalFromDateRange(dateRange);
+
+      if (
+        !isBefore(dateRangeStart, startDate) &&
+        !isAfter(dateRangeStart, endDate)
+      ) {
+        chartDateMap[format(dateRangeStart, DATE_FORMAT)] = true;
+      }
+
+      if (
+        !isBefore(dateRangeEnd, startDate) &&
+        !isAfter(dateRangeEnd, endDate)
+      ) {
+        chartDateMap[format(dateRangeEnd, DATE_FORMAT)] = true;
+      }
+    }
+
+    return chartDateMap;
+  }
+
+  protected abstract getSymbolMetrics({
+    chartDateMap,
+    dataSource,
+    end,
+    exchangeRates,
+    marketSymbolMap,
+    start,
+    symbol
+  }: {
+    chartDateMap: { [date: string]: boolean };
+    end: Date;
+    exchangeRates: { [dateString: string]: number };
+    marketSymbolMap: {
+      [date: string]: { [symbol: string]: Big };
+    };
+    start: Date;
+  } & AssetProfileIdentifier): SymbolMetrics;
+
+  protected abstract calculateOverallPerformance(
+    positions: TimelinePosition[]
+  ): PortfolioSnapshot;
 }

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

@@ -52,27 +52,24 @@ export class CurrentRateService {
           .then((dataResultProvider) => {
             const result: GetValueObject[] = [];
 
-            for (const dataGatheringItem of dataGatheringItems) {
+            for (const { dataSource, symbol } of dataGatheringItems) {
-              if (
+              if (dataResultProvider?.[symbol]?.dataProviderInfo) {
-                dataResultProvider?.[dataGatheringItem.symbol]?.dataProviderInfo
-              ) {
                 dataProviderInfos.push(
-                  dataResultProvider[dataGatheringItem.symbol].dataProviderInfo
+                  dataResultProvider[symbol].dataProviderInfo
                 );
               }
 
-              if (dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice) {
+              if (dataResultProvider?.[symbol]?.marketPrice) {
                 result.push({
-                  dataSource: dataGatheringItem.dataSource,
+                  dataSource,
+                  symbol,
                   date: today,
-                  marketPrice:
+                  marketPrice: dataResultProvider?.[symbol]?.marketPrice
-                    dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice,
-                  symbol: dataGatheringItem.symbol
                 });
               } else {
                 quoteErrors.push({
-                  dataSource: dataGatheringItem.dataSource,
+                  dataSource,
-                  symbol: dataGatheringItem.symbol
+                  symbol
                 });
               }
             }

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

@@ -77,12 +77,15 @@ export class PortfolioController {
   @Get('details')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getDetails(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
     @Query('range') dateRange: DateRange = 'max',
+    @Query('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string,
     @Query('withMarkets') withMarketsParam = 'false'
   ): Promise<PortfolioDetails & { hasError: boolean }> {
@@ -98,6 +101,8 @@ export class PortfolioController {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
       filterByTags
     });
 
@@ -310,17 +315,22 @@ export class PortfolioController {
 
   @Get('dividends')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getDividends(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
     @Query('groupBy') groupBy?: GroupBy,
     @Query('range') dateRange: DateRange = 'max',
+    @Query('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioDividends> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
       filterByTags
     });
 
@@ -377,21 +387,26 @@ export class PortfolioController {
   @Get('holdings')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getHoldings(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
     @Query('holdingType') filterByHoldingType?: string,
     @Query('query') filterBySearchQuery?: string,
     @Query('range') dateRange: DateRange = 'max',
+    @Query('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioHoldingsResponse> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
       filterByHoldingType,
       filterBySearchQuery,
+      filterBySymbol,
       filterByTags
     });
 
@@ -407,17 +422,22 @@ export class PortfolioController {
 
   @Get('investments')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getInvestments(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
     @Query('groupBy') groupBy?: GroupBy,
     @Query('range') dateRange: DateRange = 'max',
+    @Query('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioInvestments> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
       filterByTags
     });
 
@@ -472,6 +492,7 @@ export class PortfolioController {
   @Get('performance')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(PerformanceLoggingInterceptor)
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   @Version('2')
   @LogPerformance
@@ -479,7 +500,9 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
     @Query('range') dateRange: DateRange = 'max',
+    @Query('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string,
     @Query('withExcludedAccounts') withExcludedAccounts = false,
     @Query('timeWeightedPerformance') calculateTimeWeightedPerformance = false
@@ -487,6 +510,8 @@ export class PortfolioController {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
       filterByTags
     });
 

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

@@ -420,15 +420,16 @@ export class PortfolioService {
       );
     }
 
-    const dataGatheringItems = positions.map(({ dataSource, symbol }) => {
+    const assetProfileIdentifiers = positions.map(({ dataSource, symbol }) => {
       return {
         dataSource,
         symbol
       };
     });
 
-    const symbolProfiles =
+    const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
-      await this.symbolProfileService.getSymbolProfiles(dataGatheringItems);
+      assetProfileIdentifiers
+    );
 
     const symbolProfileMap: { [symbol: string]: EnhancedSymbolProfile } = {};
     for (const symbolProfile of symbolProfiles) {
@@ -868,7 +869,7 @@ export class PortfolioService {
       if (isEmpty(historicalData)) {
         try {
           historicalData = await this.dataProviderService.getHistoricalRaw({
-            dataGatheringItems: [
+            assetProfileIdentifiers: [
               { dataSource: DataSource.YAHOO, symbol: aSymbol }
             ],
             from: portfolioStart,
@@ -975,7 +976,7 @@ export class PortfolioService {
       return !quantity.eq(0);
     });
 
-    const dataGatheringItems = positions.map(({ dataSource, symbol }) => {
+    const assetProfileIdentifiers = positions.map(({ dataSource, symbol }) => {
       return {
         dataSource,
         symbol
@@ -983,7 +984,10 @@ export class PortfolioService {
     });
 
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
-      this.dataProviderService.getQuotes({ user, items: dataGatheringItems }),
+      this.dataProviderService.getQuotes({
+        user,
+        items: assetProfileIdentifiers
+      }),
       this.symbolProfileService.getSymbolProfiles(
         positions.map(({ dataSource, symbol }) => {
           return { dataSource, symbol };

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

@@ -1,8 +1,16 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
-import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import {
+  DEFAULT_LANGUAGE_CODE,
+  PROPERTY_STRIPE_CONFIG
+} from '@ghostfolio/common/config';
 import { parseDate } from '@ghostfolio/common/helper';
-import { SubscriptionOffer, UserWithSettings } from '@ghostfolio/common/types';
+import { SubscriptionOffer } from '@ghostfolio/common/interfaces';
+import {
+  SubscriptionOfferKey,
+  UserWithSettings
+} from '@ghostfolio/common/types';
 import { SubscriptionType } from '@ghostfolio/common/types/subscription-type.type';
 
 import { Injectable, Logger } from '@nestjs/common';
@@ -17,14 +25,17 @@ export class SubscriptionService {
 
   public constructor(
     private readonly configurationService: ConfigurationService,
-    private readonly prismaService: PrismaService
+    private readonly prismaService: PrismaService,
+    private readonly propertyService: PropertyService
   ) {
-    this.stripe = new Stripe(
+    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
-      this.configurationService.get('STRIPE_SECRET_KEY'),
+      this.stripe = new Stripe(
-      {
+        this.configurationService.get('STRIPE_SECRET_KEY'),
-        apiVersion: '2024-04-10'
+        {
-      }
+          apiVersion: '2024-09-30.acacia'
-    );
+        }
+      );
+    }
   }
 
   public async createCheckoutSession({
@@ -36,6 +47,18 @@ export class SubscriptionService {
     priceId: string;
     user: UserWithSettings;
   }) {
+    const subscriptionOffers: {
+      [offer in SubscriptionOfferKey]: SubscriptionOffer;
+    } =
+      ((await this.propertyService.getByKey(PROPERTY_STRIPE_CONFIG)) as any) ??
+      {};
+
+    const subscriptionOffer = Object.values(subscriptionOffers).find(
+      (subscriptionOffer) => {
+        return subscriptionOffer.priceId === priceId;
+      }
+    );
+
     const checkoutSessionCreateParams: Stripe.Checkout.SessionCreateParams = {
       cancel_url: `${this.configurationService.get('ROOT_URL')}/${
         user.Settings?.settings?.language ?? DEFAULT_LANGUAGE_CODE
@@ -47,6 +70,13 @@ export class SubscriptionService {
           quantity: 1
         }
       ],
+      locale:
+        (user.Settings?.settings
+          ?.language as Stripe.Checkout.SessionCreateParams.Locale) ??
+        DEFAULT_LANGUAGE_CODE,
+      metadata: subscriptionOffer
+        ? { subscriptionOffer: JSON.stringify(subscriptionOffer) }
+        : {},
       mode: 'payment',
       payment_method_types: ['card'],
       success_url: `${this.configurationService.get(
@@ -73,17 +103,25 @@ export class SubscriptionService {
 
   public async createSubscription({
     duration = '1 year',
+    durationExtension,
     price,
     userId
   }: {
     duration?: StringValue;
+    durationExtension?: StringValue;
     price: number;
     userId: string;
   }) {
+    let expiresAt = addMilliseconds(new Date(), ms(duration));
+
+    if (durationExtension) {
+      expiresAt = addMilliseconds(expiresAt, ms(durationExtension));
+    }
+
     await this.prismaService.subscription.create({
       data: {
+        expiresAt,
         price,
-        expiresAt: addMilliseconds(new Date(), ms(duration)),
         User: {
           connect: {
             id: userId
@@ -95,10 +133,21 @@ export class SubscriptionService {
 
   public async createSubscriptionViaStripe(aCheckoutSessionId: string) {
     try {
+      let durationExtension: StringValue;
+
       const session =
         await this.stripe.checkout.sessions.retrieve(aCheckoutSessionId);
 
+      const subscriptionOffer: SubscriptionOffer = JSON.parse(
+        session.metadata.subscriptionOffer ?? '{}'
+      );
+
+      if (subscriptionOffer) {
+        durationExtension = subscriptionOffer.durationExtension;
+      }
+
       await this.createSubscription({
+        durationExtension,
         price: session.amount_total / 100,
         userId: session.client_reference_id
       });
@@ -121,7 +170,7 @@ export class SubscriptionService {
         return new Date(a.expiresAt) > new Date(b.expiresAt) ? a : b;
       });
 
-      let offer: SubscriptionOffer = price ? 'renewal' : 'default';
+      let offer: SubscriptionOfferKey = price ? 'renewal' : 'default';
 
       if (isBefore(createdAt, parseDate('2023-01-01'))) {
         offer = 'renewal-early-bird-2023';

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

@@ -2,6 +2,7 @@ import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard'
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
+import { LookupResponse } from '@ghostfolio/common/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 
 import {
@@ -21,7 +22,6 @@ import { parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { isDate, isEmpty } from 'lodash';
 
-import { LookupItem } from './interfaces/lookup-item.interface';
 import { SymbolItem } from './interfaces/symbol-item.interface';
 import { SymbolService } from './symbol.service';
 
@@ -41,7 +41,7 @@ export class SymbolController {
   public async lookupSymbol(
     @Query('includeIndices') includeIndicesParam = 'false',
     @Query('query') query = ''
-  ): Promise<{ items: LookupItem[] }> {
+  ): Promise<LookupResponse> {
     const includeIndices = includeIndicesParam === 'true';
 
     try {

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

@@ -5,13 +5,15 @@ import {
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
-import { HistoricalDataItem } from '@ghostfolio/common/interfaces';
+import {
+  HistoricalDataItem,
+  LookupResponse
+} from '@ghostfolio/common/interfaces';
 import { UserWithSettings } from '@ghostfolio/common/types';
 
 import { Injectable, Logger } from '@nestjs/common';
 import { format, subDays } from 'date-fns';
 
-import { LookupItem } from './interfaces/lookup-item.interface';
 import { SymbolItem } from './interfaces/symbol-item.interface';
 
 @Injectable()
@@ -84,7 +86,7 @@ export class SymbolService {
 
     try {
       historicalData = await this.dataProviderService.getHistoricalRaw({
-        dataGatheringItems: [{ dataSource, symbol }],
+        assetProfileIdentifiers: [{ dataSource, symbol }],
         from: date,
         to: date
       });
@@ -104,8 +106,8 @@ export class SymbolService {
     includeIndices?: boolean;
     query: string;
     user: UserWithSettings;
-  }): Promise<{ items: LookupItem[] }> {
+  }): Promise<LookupResponse> {
-    const results: { items: LookupItem[] } = { items: [] };
+    const results: LookupResponse = { items: [] };
 
     if (!query) {
       return results;

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

@@ -67,6 +67,14 @@ export class UpdateUserSettingDto {
   @IsOptional()
   'filters.assetClasses'?: string[];
 
+  @IsString()
+  @IsOptional()
+  'filters.dataSource'?: string;
+
+  @IsString()
+  @IsOptional()
+  'filters.symbol'?: string;
+
   @IsArray()
   @IsOptional()
   'filters.tags'?: string[];

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

@@ -37,7 +37,7 @@ import { UserWithSettings } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { EventEmitter2 } from '@nestjs/event-emitter';
 import { Prisma, Role, User } from '@prisma/client';
-import { differenceInDays } from 'date-fns';
+import { differenceInDays, subDays } from 'date-fns';
 import { sortBy, without } from 'lodash';
 
 const crypto = require('crypto');
@@ -60,6 +60,13 @@ export class UserService {
     return this.prismaService.user.count(args);
   }
 
+  public createAccessToken(password: string, salt: string): string {
+    const hash = crypto.createHmac('sha512', salt);
+    hash.update(password);
+
+    return hash.digest('hex');
+  }
+
   public async getUser(
     { Account, id, permissions, Settings, subscription }: UserWithSettings,
     aLocale = locale
@@ -358,13 +365,6 @@ export class UserService {
     });
   }
 
-  public createAccessToken(password: string, salt: string): string {
-    const hash = crypto.createHmac('sha512', salt);
-    hash.update(password);
-
-    return hash.digest('hex');
-  }
-
   public async createUser({
     data
   }: {
@@ -426,17 +426,6 @@ export class UserService {
     return user;
   }
 
-  public async updateUser(params: {
-    where: Prisma.UserWhereUniqueInput;
-    data: Prisma.UserUpdateInput;
-  }): Promise<User> {
-    const { where, data } = params;
-    return this.prismaService.user.update({
-      data,
-      where
-    });
-  }
-
   public async deleteUser(where: Prisma.UserWhereUniqueInput): Promise<User> {
     try {
       await this.prismaService.access.deleteMany({
@@ -473,6 +462,32 @@ export class UserService {
     });
   }
 
+  public async resetAnalytics() {
+    return this.prismaService.analytics.updateMany({
+      data: {
+        dataProviderGhostfolioDailyRequests: 0
+      },
+      where: {
+        updatedAt: {
+          gte: subDays(new Date(), 1)
+        }
+      }
+    });
+  }
+
+  public async updateUser({
+    data,
+    where
+  }: {
+    data: Prisma.UserUpdateInput;
+    where: Prisma.UserWhereUniqueInput;
+  }): Promise<User> {
+    return this.prismaService.user.update({
+      data,
+      where
+    });
+  }
+
   public async updateUserSetting({
     emitPortfolioChangedEvent,
     userId,

apps/api/src/services/cron.service.ts

@@ -1,3 +1,4 @@
+import { UserService } from '@ghostfolio/api/app/user/user.service';
 import {
   DATA_GATHERING_QUEUE_PRIORITY_LOW,
   GATHER_ASSET_PROFILE_PROCESS,
@@ -9,6 +10,7 @@ import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
 import { Injectable } from '@nestjs/common';
 import { Cron, CronExpression } from '@nestjs/schedule';
 
+import { ConfigurationService } from './configuration/configuration.service';
 import { ExchangeRateDataService } from './exchange-rate-data/exchange-rate-data.service';
 import { PropertyService } from './property/property.service';
 import { DataGatheringService } from './queues/data-gathering/data-gathering.service';
@@ -19,10 +21,12 @@ export class CronService {
   private static readonly EVERY_SUNDAY_AT_LUNCH_TIME = '0 12 * * 0';
 
   public constructor(
+    private readonly configurationService: ConfigurationService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly propertyService: PropertyService,
-    private readonly twitterBotService: TwitterBotService
+    private readonly twitterBotService: TwitterBotService,
+    private readonly userService: UserService
   ) {}
 
   @Cron(CronExpression.EVERY_HOUR)
@@ -42,6 +46,13 @@ export class CronService {
     this.twitterBotService.tweetFearAndGreedIndex();
   }
 
+  @Cron(CronExpression.EVERY_DAY_AT_MIDNIGHT)
+  public async runEveryDayAtMidnight() {
+    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
+      this.userService.resetAnalytics();
+    }
+  }
+
   @Cron(CronService.EVERY_SUNDAY_AT_LUNCH_TIME)
   public async runEverySundayAtTwelvePm() {
     if (await this.isDataGatheringEnabled()) {

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

@@ -1,4 +1,3 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import {
   DataProviderInterface,
@@ -12,7 +11,10 @@ import {
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
+import {
+  DataProviderInfo,
+  LookupResponse
+} from '@ghostfolio/common/interfaces';
 
 import { Injectable } from '@nestjs/common';
 import { DataSource, SymbolProfile } from '@prisma/client';
@@ -119,9 +121,7 @@ export class AlphaVantageService implements DataProviderInterface {
     return undefined;
   }
 
-  public async search({
+  public async search({ query }: GetSearchParams): Promise<LookupResponse> {
-    query
-  }: GetSearchParams): Promise<{ items: LookupItem[] }> {
     const result = await this.alphaVantage.data.search(query);
 
     return {

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

@@ -1,4 +1,3 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import {
   DataProviderInterface,
@@ -13,7 +12,11 @@ import {
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
+import {
+  DataProviderInfo,
+  LookupItem,
+  LookupResponse
+} from '@ghostfolio/common/interfaces';
 
 import { Injectable, Logger } from '@nestjs/common';
 import {
@@ -221,9 +224,7 @@ export class CoinGeckoService implements DataProviderInterface {
     return 'bitcoin';
   }
 
-  public async search({
+  public async search({ query }: GetSearchParams): Promise<LookupResponse> {
-    query
-  }: GetSearchParams): Promise<{ items: LookupItem[] }> {
     let items: LookupItem[] = [];
 
     try {

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

@@ -1,5 +1,4 @@
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { LogPerformance } from '@ghostfolio/api/interceptors/performance-logging/performance-logging.interceptor';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
@@ -21,7 +20,11 @@ import {
   getStartOfUtcDate,
   isDerivedCurrency
 } from '@ghostfolio/common/helper';
-import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  LookupItem,
+  LookupResponse
+} from '@ghostfolio/common/interfaces';
 import type { Granularity, UserWithSettings } from '@ghostfolio/common/types';
 
 import { Inject, Injectable, Logger } from '@nestjs/common';
@@ -89,11 +92,11 @@ export class DataProviderService {
 
     const promises = [];
 
-    for (const [dataSource, dataGatheringItems] of Object.entries(
+    for (const [dataSource, assetProfileIdentifiers] of Object.entries(
       itemsGroupedByDataSource
     )) {
-      const symbols = dataGatheringItems.map((dataGatheringItem) => {
+      const symbols = assetProfileIdentifiers.map(({ symbol }) => {
-        return dataGatheringItem.symbol;
+        return symbol;
       });
 
       for (const symbol of symbols) {
@@ -240,11 +243,11 @@ export class DataProviderService {
   }
 
   public async getHistoricalRaw({
-    dataGatheringItems,
+    assetProfileIdentifiers,
     from,
     to
   }: {
-    dataGatheringItems: AssetProfileIdentifier[];
+    assetProfileIdentifiers: AssetProfileIdentifier[];
     from: Date;
     to: Date;
   }): Promise<{
@@ -253,25 +256,32 @@ export class DataProviderService {
     for (const { currency, rootCurrency } of DERIVED_CURRENCIES) {
       if (
         this.hasCurrency({
-          dataGatheringItems,
+          assetProfileIdentifiers,
           currency: `${DEFAULT_CURRENCY}${currency}`
         })
       ) {
         // Skip derived currency
-        dataGatheringItems = dataGatheringItems.filter(({ symbol }) => {
+        assetProfileIdentifiers = assetProfileIdentifiers.filter(
-          return symbol !== `${DEFAULT_CURRENCY}${currency}`;
+          ({ symbol }) => {
-        });
+            return symbol !== `${DEFAULT_CURRENCY}${currency}`;
+          }
+        );
         // Add root currency
-        dataGatheringItems.push({
+        assetProfileIdentifiers.push({
           dataSource: this.getDataSourceForExchangeRates(),
           symbol: `${DEFAULT_CURRENCY}${rootCurrency}`
         });
       }
     }
 
-    dataGatheringItems = uniqWith(dataGatheringItems, (obj1, obj2) => {
+    assetProfileIdentifiers = uniqWith(
-      return obj1.dataSource === obj2.dataSource && obj1.symbol === obj2.symbol;
+      assetProfileIdentifiers,
-    });
+      (obj1, obj2) => {
+        return (
+          obj1.dataSource === obj2.dataSource && obj1.symbol === obj2.symbol
+        );
+      }
+    );
 
     const result: {
       [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
@@ -281,7 +291,7 @@ export class DataProviderService {
       data: { [date: string]: IDataProviderHistoricalResponse };
       symbol: string;
     }>[] = [];
-    for (const { dataSource, symbol } of dataGatheringItems) {
+    for (const { dataSource, symbol } of assetProfileIdentifiers) {
       const dataProvider = this.getDataProvider(dataSource);
       if (dataProvider.canHandle(symbol)) {
         if (symbol === `${DEFAULT_CURRENCY}USX`) {
@@ -417,7 +427,7 @@ export class DataProviderService {
 
     const promises: Promise<any>[] = [];
 
-    for (const [dataSource, dataGatheringItems] of Object.entries(
+    for (const [dataSource, assetProfileIdentifiers] of Object.entries(
       itemsGroupedByDataSource
     )) {
       const dataProvider = this.getDataProvider(DataSource[dataSource]);
@@ -430,7 +440,7 @@ export class DataProviderService {
         continue;
       }
 
-      const symbols = dataGatheringItems
+      const symbols = assetProfileIdentifiers
         .filter(({ symbol }) => {
           return !isDerivedCurrency(getCurrencyFromSymbol(symbol));
         })
@@ -594,9 +604,9 @@ export class DataProviderService {
     includeIndices?: boolean;
     query: string;
     user: UserWithSettings;
-  }): Promise<{ items: LookupItem[] }> {
+  }): Promise<LookupResponse> {
-    const promises: Promise<{ items: LookupItem[] }>[] = [];
     let lookupItems: LookupItem[] = [];
+    const promises: Promise<LookupResponse>[] = [];
 
     if (query?.length < 2) {
       return { items: lookupItems };
@@ -626,9 +636,9 @@ export class DataProviderService {
     });
 
     const filteredItems = lookupItems
-      .filter((lookupItem) => {
+      .filter(({ currency }) => {
         // Only allow symbols with supported currency
-        return lookupItem.currency ? true : false;
+        return currency ? true : false;
       })
       .sort(({ name: name1 }, { name: name2 }) => {
         return name1?.toLowerCase().localeCompare(name2?.toLowerCase());
@@ -654,13 +664,13 @@ export class DataProviderService {
   }
 
   private hasCurrency({
-    currency,
+    assetProfileIdentifiers,
-    dataGatheringItems
+    currency
   }: {
+    assetProfileIdentifiers: AssetProfileIdentifier[];
     currency: string;
-    dataGatheringItems: AssetProfileIdentifier[];
   }) {
-    return dataGatheringItems.some(({ dataSource, symbol }) => {
+    return assetProfileIdentifiers.some(({ dataSource, symbol }) => {
       return (
         dataSource === this.getDataSourceForExchangeRates() &&
         symbol === currency

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

@@ -1,4 +1,3 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import {
   DataProviderInterface,
@@ -17,7 +16,11 @@ import {
   REPLACE_NAME_PARTS
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
+import {
+  DataProviderInfo,
+  LookupItem,
+  LookupResponse
+} from '@ghostfolio/common/interfaces';
 import { MarketState } from '@ghostfolio/common/types';
 
 import { Injectable, Logger } from '@nestjs/common';
@@ -317,9 +320,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return 'AAPL.US';
   }
 
-  public async search({
+  public async search({ query }: GetSearchParams): Promise<LookupResponse> {
-    query
-  }: GetSearchParams): Promise<{ items: LookupItem[] }> {
     const searchResult = await this.getSearchResult(query);
 
     return {

apps/api/src/services/data-provider/financial-modeling-prep/financial-modeling-prep.service.ts

@@ -1,4 +1,3 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import {
   DataProviderInterface,
@@ -13,7 +12,11 @@ import {
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
+import {
+  DataProviderInfo,
+  LookupItem,
+  LookupResponse
+} from '@ghostfolio/common/interfaces';
 
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource, SymbolProfile } from '@prisma/client';
@@ -169,9 +172,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     return 'AAPL';
   }
 
-  public async search({
+  public async search({ query }: GetSearchParams): Promise<LookupResponse> {
-    query
-  }: GetSearchParams): Promise<{ items: LookupItem[] }> {
     let items: LookupItem[] = [];
 
     try {

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

@@ -1,4 +1,3 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import {
   DataProviderInterface,
@@ -14,7 +13,10 @@ import {
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
+import {
+  DataProviderInfo,
+  LookupResponse
+} from '@ghostfolio/common/interfaces';
 
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource, SymbolProfile } from '@prisma/client';
@@ -157,9 +159,7 @@ export class GoogleSheetsService implements DataProviderInterface {
     return 'INDEXSP:.INX';
   }
 
-  public async search({
+  public async search({ query }: GetSearchParams): Promise<LookupResponse> {
-    query
-  }: GetSearchParams): Promise<{ items: LookupItem[] }> {
     const items = await this.prismaService.symbolProfile.findMany({
       select: {
         assetClass: true,

apps/api/src/services/data-provider/interfaces/data-provider.interface.ts

@@ -1,9 +1,11 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
+import {
+  DataProviderInfo,
+  LookupResponse
+} from '@ghostfolio/common/interfaces';
 import { Granularity } from '@ghostfolio/common/types';
 
 import { DataSource, SymbolProfile } from '@prisma/client';
@@ -44,10 +46,7 @@ export interface DataProviderInterface {
 
   getTestSymbol(): string;
 
-  search({
+  search({ includeIndices, query }: GetSearchParams): Promise<LookupResponse>;
-    includeIndices,
-    query
-  }: GetSearchParams): Promise<{ items: LookupItem[] }>;
 }
 
 export interface GetDividendsParams {

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

@@ -1,4 +1,3 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import {
   DataProviderInterface,
@@ -21,6 +20,7 @@ import {
 } from '@ghostfolio/common/helper';
 import {
   DataProviderInfo,
+  LookupResponse,
   ScraperConfiguration
 } from '@ghostfolio/common/interfaces';
 
@@ -227,9 +227,7 @@ export class ManualService implements DataProviderInterface {
     return undefined;
   }
 
-  public async search({
+  public async search({ query }: GetSearchParams): Promise<LookupResponse> {
-    query
-  }: GetSearchParams): Promise<{ items: LookupItem[] }> {
     let items = await this.prismaService.symbolProfile.findMany({
       select: {
         assetClass: true,

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

@@ -1,4 +1,3 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import {
   DataProviderInterface,
@@ -13,7 +12,10 @@ import {
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
 import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
+import {
+  DataProviderInfo,
+  LookupResponse
+} from '@ghostfolio/common/interfaces';
 
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource, SymbolProfile } from '@prisma/client';
@@ -121,7 +123,7 @@ export class RapidApiService implements DataProviderInterface {
     return undefined;
   }
 
-  public async search({}: GetSearchParams): Promise<{ items: LookupItem[] }> {
+  public async search({}: GetSearchParams): Promise<LookupResponse> {
     return { items: [] };
   }
 

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

@@ -1,4 +1,3 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
 import { YahooFinanceDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service';
 import {
@@ -14,7 +13,11 @@ import {
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
+import {
+  DataProviderInfo,
+  LookupItem,
+  LookupResponse
+} from '@ghostfolio/common/interfaces';
 
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource, SymbolProfile } from '@prisma/client';
@@ -224,7 +227,7 @@ export class YahooFinanceService implements DataProviderInterface {
   public async search({
     includeIndices = false,
     query
-  }: GetSearchParams): Promise<{ items: LookupItem[] }> {
+  }: GetSearchParams): Promise<LookupResponse> {
     const items: LookupItem[] = [];
 
     try {

apps/api/src/services/prisma/prisma.module.ts

@@ -1,9 +1,10 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 
 import { Module } from '@nestjs/common';
+import { ConfigService } from '@nestjs/config';
 
 @Module({
-  providers: [PrismaService],
+  exports: [PrismaService],
-  exports: [PrismaService]
+  providers: [ConfigService, PrismaService]
 })
 export class PrismaModule {}

apps/api/src/services/prisma/prisma.service.ts

@@ -1,16 +1,38 @@
 import {
   Injectable,
   Logger,
+  LogLevel,
   OnModuleDestroy,
   OnModuleInit
 } from '@nestjs/common';
-import { PrismaClient } from '@prisma/client';
+import { ConfigService } from '@nestjs/config';
+import { Prisma, PrismaClient } from '@prisma/client';
 
 @Injectable()
 export class PrismaService
   extends PrismaClient
   implements OnModuleInit, OnModuleDestroy
 {
+  public constructor(configService: ConfigService) {
+    let customLogLevels: LogLevel[];
+
+    try {
+      customLogLevels = JSON.parse(
+        configService.get<string>('LOG_LEVELS')
+      ) as LogLevel[];
+    } catch {}
+
+    const log: Prisma.LogDefinition[] =
+      customLogLevels?.includes('debug') || customLogLevels?.includes('verbose')
+        ? [{ emit: 'stdout', level: 'query' }]
+        : [];
+
+    super({
+      log,
+      errorFormat: 'colorless'
+    });
+  }
+
   public async onModuleInit() {
     try {
       await this.$connect();

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

@@ -96,7 +96,7 @@ export class DataGatheringProcessor {
       );
 
       const historicalData = await this.dataProviderService.getHistoricalRaw({
-        dataGatheringItems: [{ dataSource, symbol }],
+        assetProfileIdentifiers: [{ dataSource, symbol }],
         from: currentDate,
         to: new Date()
       });
@@ -214,7 +214,7 @@ export class DataGatheringProcessor {
       dates = dates.filter((d) => !marketData.some((md) => isEqual(md, d)));
 
       const historicalData = await this.dataProviderService.getHistoricalRaw({
-        dataGatheringItems: [{ dataSource, symbol }],
+        assetProfileIdentifiers: [{ dataSource, symbol }],
         from: firstEntry.date,
         to: new Date()
       });

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

@@ -142,7 +142,7 @@ export class DataGatheringService {
   }) {
     try {
       const historicalData = await this.dataProviderService.getHistoricalRaw({
-        dataGatheringItems: [{ dataSource, symbol }],
+        assetProfileIdentifiers: [{ dataSource, symbol }],
         from: date,
         to: date
       });

apps/client/src/app/app.component.html

@@ -33,6 +33,7 @@
     [deviceType]="deviceType"
     [hasPermissionToChangeDateRange]="hasPermissionToChangeDateRange"
     [hasPermissionToChangeFilters]="hasPermissionToChangeFilters"
+    [hasPromotion]="hasPromotion"
     [hasTabs]="hasTabs"
     [info]="info"
     [pageTitle]="pageTitle"

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

@@ -57,6 +57,7 @@ export class AppComponent implements OnDestroy, OnInit {
   public hasPermissionToAccessFearAndGreedIndex: boolean;
   public hasPermissionToChangeDateRange: boolean;
   public hasPermissionToChangeFilters: boolean;
+  public hasPromotion = false;
   public hasTabs = false;
   public info: InfoItem;
   public pageTitle: string;
@@ -136,6 +137,10 @@ export class AppComponent implements OnDestroy, OnInit {
       permissions.enableFearAndGreedIndex
     );
 
+    this.hasPromotion =
+      !!this.info?.subscriptionOffers?.default?.coupon ||
+      !!this.info?.subscriptionOffers?.default?.durationExtension;
+
     this.impersonationStorageService
       .onChangeHasImpersonation()
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -231,6 +236,14 @@ export class AppComponent implements OnDestroy, OnInit {
         this.hasInfoMessage =
           this.canCreateAccount || !!this.user?.systemMessage;
 
+        this.hasPromotion =
+          !!this.info?.subscriptionOffers?.[
+            this.user?.subscription?.offer ?? 'default'
+          ]?.coupon ||
+          !!this.info?.subscriptionOffers?.[
+            this.user?.subscription?.offer ?? 'default'
+          ]?.durationExtension;
+
         this.initializeTheme(this.user?.settings.colorScheme);
 
         this.changeDetectorRef.markForCheck();

apps/client/src/app/components/header/header.component.html

@@ -88,15 +88,20 @@
         <li class="list-inline-item">
           <a
             class="d-none d-sm-block"
-            i18n
             mat-flat-button
             [ngClass]="{
               'font-weight-bold': currentRoute === routePricing,
               'text-decoration-underline': currentRoute === routePricing
             }"
             [routerLink]="routerLinkPricing"
-            >Pricing</a
           >
+            <span class="align-items-center d-flex">
+              <span i18n>Pricing</span>
+              @if (currentRoute !== routePricing && hasPromotion) {
+                <span class="badge badge-warning ml-1">%</span>
+              }
+            </span>
+          </a>
         </li>
       }
       <li class="list-inline-item">
@@ -290,12 +295,17 @@
           ) {
             <a
               class="d-flex d-sm-none"
-              i18n
               mat-menu-item
               [ngClass]="{ 'font-weight-bold': currentRoute === routePricing }"
               [routerLink]="routerLinkPricing"
-              >Pricing</a
             >
+              <span class="align-items-center d-flex">
+                <span i18n>Pricing</span>
+                @if (currentRoute !== routePricing && hasPromotion) {
+                  <span class="badge badge-warning ml-1">%</span>
+                }
+              </span>
+            </a>
           }
           <a
             class="d-flex d-sm-none"
@@ -358,15 +368,20 @@
         <li class="list-inline-item">
           <a
             class="d-sm-block"
-            i18n
             mat-flat-button
             [ngClass]="{
               'font-weight-bold': currentRoute === routePricing,
               'text-decoration-underline': currentRoute === routePricing
             }"
             [routerLink]="routerLinkPricing"
-            >Pricing</a
           >
+            <span class="align-items-center d-flex">
+              <span i18n>Pricing</span>
+              @if (currentRoute !== routePricing && hasPromotion) {
+                <span class="badge badge-warning ml-1">%</span>
+              }
+            </span>
+          </a>
         </li>
       }
       @if (hasPermissionToAccessFearAndGreedIndex) {

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

@@ -58,6 +58,7 @@ export class HeaderComponent implements OnChanges {
   @Input() deviceType: string;
   @Input() hasPermissionToChangeDateRange: boolean;
   @Input() hasPermissionToChangeFilters: boolean;
+  @Input() hasPromotion: boolean;
   @Input() hasTabs: boolean;
   @Input() info: InfoItem;
   @Input() pageTitle: string;
@@ -174,24 +175,18 @@ export class HeaderComponent implements OnChanges {
     const userSetting: UpdateUserSettingDto = {};
 
     for (const filter of filters) {
-      const filtersType = this.getFilterType(filter.type);
+      if (filter.type === 'ACCOUNT') {
-
+        userSetting['filters.accounts'] = filter.id ? [filter.id] : null;
-      const userFilters = filters
+      } else if (filter.type === 'ASSET_CLASS') {
-        .filter((f) => f.type === filter.type && filter.id)
+        userSetting['filters.assetClasses'] = filter.id ? [filter.id] : null;
-        .map((f) => f.id);
+      } else if (filter.type === 'DATA_SOURCE') {
-
+        userSetting['filters.dataSource'] = filter.id ? filter.id : null;
-      userSetting[`filters.${filtersType}`] = userFilters.length
+      } else if (filter.type === 'SYMBOL') {
-        ? userFilters
+        userSetting['filters.symbol'] = filter.id ? filter.id : null;
-        : null;
+      } else if (filter.type === 'TAG') {
+        userSetting['filters.tags'] = filter.id ? [filter.id] : null;
+      }
     }
-    ['ACCOUNT', 'ASSET_CLASS', 'TAG']
-      .filter(
-        (fitlerType) =>
-          !filters.some((f: Filter) => f.type.toString() === fitlerType)
-      )
-      .forEach((filterType) => {
-        userSetting[`filters.${this.getFilterType(filterType)}`] = null;
-      });
 
     this.dataService
       .putUserSetting(userSetting)
@@ -285,13 +280,4 @@ export class HeaderComponent implements OnChanges {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
-  private getFilterType(filterType: string) {
-    if (filterType === 'ACCOUNT') {
-      return 'accounts';
-    } else if (filterType === 'ASSET_CLASS') {
-      return 'assetClasses';
-    } else if (filterType === 'TAG') {
-      return 'tags';
-    }
-  }
 }

apps/client/src/app/components/user-account-membership/user-account-membership.component.ts

@@ -16,6 +16,7 @@ import {
   MatSnackBarRef,
   TextOnlySnackBar
 } from '@angular/material/snack-bar';
+import { StringValue } from 'ms';
 import { StripeService } from 'ngx-stripe';
 import { EMPTY, Subject } from 'rxjs';
 import { catchError, switchMap, takeUntil } from 'rxjs/operators';
@@ -31,6 +32,7 @@ export class UserAccountMembershipComponent implements OnDestroy {
   public coupon: number;
   public couponId: string;
   public defaultDateFormat: string;
+  public durationExtension: StringValue;
   public hasPermissionForSubscription: boolean;
   public hasPermissionToUpdateUserSettings: boolean;
   public price: number;
@@ -51,7 +53,7 @@ export class UserAccountMembershipComponent implements OnDestroy {
     private stripeService: StripeService,
     private userService: UserService
   ) {
-    const { baseCurrency, globalPermissions, subscriptions } =
+    const { baseCurrency, globalPermissions, subscriptionOffers } =
       this.dataService.fetchInfo();
 
     this.baseCurrency = baseCurrency;
@@ -76,11 +78,18 @@ export class UserAccountMembershipComponent implements OnDestroy {
             permissions.updateUserSettings
           );
 
-          this.coupon = subscriptions?.[this.user.subscription.offer]?.coupon;
+          this.coupon =
+            subscriptionOffers?.[this.user.subscription.offer]?.coupon;
           this.couponId =
-            subscriptions?.[this.user.subscription.offer]?.couponId;
+            subscriptionOffers?.[this.user.subscription.offer]?.couponId;
-          this.price = subscriptions?.[this.user.subscription.offer]?.price;
+          this.durationExtension =
-          this.priceId = subscriptions?.[this.user.subscription.offer]?.priceId;
+            subscriptionOffers?.[
+              this.user.subscription.offer
+            ]?.durationExtension;
+          this.price =
+            subscriptionOffers?.[this.user.subscription.offer]?.price;
+          this.priceId =
+            subscriptionOffers?.[this.user.subscription.offer]?.priceId;
 
           this.changeDetectorRef.markForCheck();
         }

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

@@ -34,6 +34,16 @@
                   &nbsp;<span i18n>per year</span>
                 </div>
               }
+              @if (durationExtension) {
+                <div class="mt-1 text-center">
+                  <div
+                    class="badge badge-pill badge-warning font-weight-normal px-2 py-1"
+                  >
+                    <strong>Limited Offer!</strong> Get
+                    {{ durationExtension }} extra
+                  </div>
+                </div>
+              }
             }
             <div class="align-items-center d-flex justify-content-center mt-4">
               @if (!user?.subscription?.expiresAt) {

apps/client/src/app/pages/portfolio/fire/fire-page-routing.module.ts

@@ -10,7 +10,7 @@ const routes: Routes = [
     canActivate: [AuthGuard],
     component: FirePageComponent,
     path: '',
-    title: $localize`FIRE`
+    title: 'FIRE'
   }
 ];
 

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

@@ -1,12 +1,7 @@
-import { UpdateUserSettingDto } from '@ghostfolio/api/app/user/update-user-setting.dto';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import {
+import { User } from '@ghostfolio/common/interfaces';
-  PortfolioReport,
-  PortfolioReportRule,
-  User
-} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
@@ -21,18 +16,11 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './fire-page.html'
 })
 export class FirePageComponent implements OnDestroy, OnInit {
-  public accountClusterRiskRules: PortfolioReportRule[];
-  public currencyClusterRiskRules: PortfolioReportRule[];
   public deviceType: string;
-  public economicMarketClusterRiskRules: PortfolioReportRule[];
-  public emergencyFundRules: PortfolioReportRule[];
-  public feeRules: PortfolioReportRule[];
   public fireWealth: Big;
   public hasImpersonationId: boolean;
   public hasPermissionToUpdateUserSettings: boolean;
-  public inactiveRules: PortfolioReportRule[];
   public isLoading = false;
-  public isLoadingPortfolioReport = false;
   public user: User;
   public withdrawalRatePerMonth: Big;
   public withdrawalRatePerYear: Big;
@@ -95,8 +83,6 @@ export class FirePageComponent implements OnDestroy, OnInit {
           this.changeDetectorRef.markForCheck();
         }
       });
-
-    this.initializePortfolioReport();
   }
 
   public onAnnualInterestRateChange(annualInterestRate: number) {
@@ -133,21 +119,6 @@ export class FirePageComponent implements OnDestroy, OnInit {
           });
       });
   }
-
-  public onRulesUpdated(event: UpdateUserSettingDto) {
-    this.dataService
-      .putUserSetting(event)
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        this.userService
-          .get(true)
-          .pipe(takeUntil(this.unsubscribeSubject))
-          .subscribe();
-
-        this.initializePortfolioReport();
-      });
-  }
-
   public onSavingsRateChange(savingsRate: number) {
     this.dataService
       .putUserSetting({ savingsRate })
@@ -187,66 +158,4 @@ export class FirePageComponent implements OnDestroy, OnInit {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
-
-  private initializePortfolioReport() {
-    this.isLoadingPortfolioReport = true;
-
-    this.dataService
-      .fetchPortfolioReport()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((portfolioReport) => {
-        this.inactiveRules = this.mergeInactiveRules(portfolioReport);
-
-        this.accountClusterRiskRules =
-          portfolioReport.rules['accountClusterRisk']?.filter(
-            ({ isActive }) => {
-              return isActive;
-            }
-          ) ?? null;
-
-        this.currencyClusterRiskRules =
-          portfolioReport.rules['currencyClusterRisk']?.filter(
-            ({ isActive }) => {
-              return isActive;
-            }
-          ) ?? null;
-
-        this.economicMarketClusterRiskRules =
-          portfolioReport.rules['economicMarketClusterRisk']?.filter(
-            ({ isActive }) => {
-              return isActive;
-            }
-          ) ?? null;
-
-        this.emergencyFundRules =
-          portfolioReport.rules['emergencyFund']?.filter(({ isActive }) => {
-            return isActive;
-          }) ?? null;
-
-        this.feeRules =
-          portfolioReport.rules['fees']?.filter(({ isActive }) => {
-            return isActive;
-          }) ?? null;
-
-        this.isLoadingPortfolioReport = false;
-
-        this.changeDetectorRef.markForCheck();
-      });
-  }
-
-  private mergeInactiveRules(report: PortfolioReport): PortfolioReportRule[] {
-    let inactiveRules: PortfolioReportRule[] = [];
-
-    for (const category in report.rules) {
-      const rulesArray = report.rules[category];
-
-      inactiveRules = inactiveRules.concat(
-        rulesArray.filter(({ isActive }) => {
-          return !isActive;
-        })
-      );
-    }
-
-    return inactiveRules;
-  }
 }

apps/client/src/app/pages/portfolio/fire/fire-page.html

@@ -101,133 +101,3 @@
     }
   </div>
 </div>
-
-<div class="container mt-5">
-  <div class="row">
-    <div class="col">
-      <h2 class="h3 mb-3 text-center">X-ray</h2>
-      <p class="mb-4">
-        <span i18n
-          >Ghostfolio X-ray uses static analysis to identify potential issues
-          and risks in your portfolio.</span
-        >
-        <span class="d-none"
-          >It will be highly configurable in the future: activate / deactivate
-          rules and customize the thresholds to match your personal investment
-          style.</span
-        >
-      </p>
-      <div class="mb-4">
-        <h4 class="align-items-center d-flex m-0">
-          <span i18n>Emergency Fund</span>
-          @if (user?.subscription?.type === 'Basic') {
-            <gf-premium-indicator class="ml-1" />
-          }
-        </h4>
-        <gf-rules
-          [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
-          "
-          [isLoading]="isLoadingPortfolioReport"
-          [rules]="emergencyFundRules"
-          [settings]="user?.settings?.xRayRules"
-          (rulesUpdated)="onRulesUpdated($event)"
-        />
-      </div>
-      <div class="mb-4">
-        <h4 class="align-items-center d-flex m-0">
-          <span i18n>Currency Cluster Risks</span>
-          @if (user?.subscription?.type === 'Basic') {
-            <gf-premium-indicator class="ml-1" />
-          }
-        </h4>
-        <gf-rules
-          [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
-          "
-          [isLoading]="isLoadingPortfolioReport"
-          [rules]="currencyClusterRiskRules"
-          [settings]="user?.settings?.xRayRules"
-          (rulesUpdated)="onRulesUpdated($event)"
-        />
-      </div>
-      <div class="mb-4">
-        <h4 class="align-items-center d-flex m-0">
-          <span i18n>Account Cluster Risks</span>
-          @if (user?.subscription?.type === 'Basic') {
-            <gf-premium-indicator class="ml-1" />
-          }
-        </h4>
-        <gf-rules
-          [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
-          "
-          [isLoading]="isLoadingPortfolioReport"
-          [rules]="accountClusterRiskRules"
-          [settings]="user?.settings?.xRayRules"
-          (rulesUpdated)="onRulesUpdated($event)"
-        />
-      </div>
-      <div class="mb-4">
-        <h4 class="align-items-center d-flex m-0">
-          <span i18n>Economic Market Cluster Risks</span>
-          @if (user?.subscription?.type === 'Basic') {
-            <gf-premium-indicator class="ml-1" />
-          }
-        </h4>
-        <gf-rules
-          [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
-          "
-          [isLoading]="isLoadingPortfolioReport"
-          [rules]="economicMarketClusterRiskRules"
-          [settings]="user?.settings?.xRayRules"
-          (rulesUpdated)="onRulesUpdated($event)"
-        />
-      </div>
-      <div class="mb-4">
-        <h4 class="align-items-center d-flex m-0">
-          <span i18n>Fees</span>
-          @if (user?.subscription?.type === 'Basic') {
-            <gf-premium-indicator class="ml-1" />
-          }
-        </h4>
-        <gf-rules
-          [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
-          "
-          [isLoading]="isLoadingPortfolioReport"
-          [rules]="feeRules"
-          [settings]="user?.settings?.xRayRules"
-          (rulesUpdated)="onRulesUpdated($event)"
-        />
-      </div>
-      @if (inactiveRules?.length > 0) {
-        <div>
-          <h4 class="m-0" i18n>Inactive</h4>
-          <gf-rules
-            [hasPermissionToUpdateUserSettings]="
-              !hasImpersonationId &&
-              hasPermissionToUpdateUserSettings &&
-              user?.settings?.isExperimentalFeatures
-            "
-            [isLoading]="isLoadingPortfolioReport"
-            [rules]="inactiveRules"
-            [settings]="user?.settings?.xRayRules"
-            (rulesUpdated)="onRulesUpdated($event)"
-          />
-        </div>
-      }
-    </div>
-  </div>
-</div>

apps/client/src/app/pages/portfolio/fire/fire-page.module.ts

@@ -1,4 +1,3 @@
-import { GfRulesModule } from '@ghostfolio/client/components/rules/rules.module';
 import { GfFireCalculatorComponent } from '@ghostfolio/ui/fire-calculator';
 import { GfPremiumIndicatorComponent } from '@ghostfolio/ui/premium-indicator';
 import { GfValueComponent } from '@ghostfolio/ui/value';
@@ -17,7 +16,6 @@ import { FirePageComponent } from './fire-page.component';
     FirePageRoutingModule,
     GfFireCalculatorComponent,
     GfPremiumIndicatorComponent,
-    GfRulesModule,
     GfValueComponent,
     NgxSkeletonLoaderModule
   ],

apps/client/src/app/pages/portfolio/portfolio-page-routing.module.ts

@@ -34,6 +34,11 @@ const routes: Routes = [
         path: 'fire',
         loadChildren: () =>
           import('./fire/fire-page.module').then((m) => m.FirePageModule)
+      },
+      {
+        path: 'x-ray',
+        loadChildren: () =>
+          import('./x-ray/x-ray-page.module').then((m) => m.XRayPageModule)
       }
     ],
     component: PortfolioPageComponent,

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

@@ -46,8 +46,13 @@ export class PortfolioPageComponent implements OnDestroy, OnInit {
             },
             {
               iconName: 'calculator-outline',
-              label: 'FIRE / X-ray',
+              label: 'FIRE ',
               path: ['/portfolio', 'fire']
+            },
+            {
+              iconName: 'scan-outline',
+              label: 'X-ray',
+              path: ['/portfolio', 'x-ray']
             }
           ];
           this.user = state.user;

apps/client/src/app/pages/portfolio/x-ray/x-ray-page-routing.module.ts

@@ -0,0 +1,21 @@
+import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
+
+import { NgModule } from '@angular/core';
+import { RouterModule, Routes } from '@angular/router';
+
+import { XRayPageComponent } from './x-ray-page.component';
+
+const routes: Routes = [
+  {
+    canActivate: [AuthGuard],
+    component: XRayPageComponent,
+    path: '',
+    title: 'X-ray'
+  }
+];
+
+@NgModule({
+  imports: [RouterModule.forChild(routes)],
+  exports: [RouterModule]
+})
+export class XRayPageRoutingModule {}

apps/client/src/app/pages/portfolio/x-ray/x-ray-page.component.html

@@ -0,0 +1,123 @@
+<div class="container">
+  <div class="row">
+    <div class="col">
+      <h2 class="d-none d-sm-block h3 mb-3 text-center">X-ray</h2>
+      <p class="mb-4" i18n>
+        Ghostfolio X-ray uses static analysis to uncover potential issues and
+        risks in your portfolio. Adjust the rules below and set custom
+        thresholds to align with your personal investment strategy.
+      </p>
+      <div class="mb-4">
+        <h4 class="align-items-center d-flex m-0">
+          <span i18n>Emergency Fund</span>
+          @if (user?.subscription?.type === 'Basic') {
+            <gf-premium-indicator class="ml-1" />
+          }
+        </h4>
+        <gf-rules
+          [hasPermissionToUpdateUserSettings]="
+            !hasImpersonationId &&
+            hasPermissionToUpdateUserSettings &&
+            user?.settings?.isExperimentalFeatures
+          "
+          [isLoading]="isLoadingPortfolioReport"
+          [rules]="emergencyFundRules"
+          [settings]="user?.settings?.xRayRules"
+          (rulesUpdated)="onRulesUpdated($event)"
+        />
+      </div>
+      <div class="mb-4">
+        <h4 class="align-items-center d-flex m-0">
+          <span i18n>Currency Cluster Risks</span>
+          @if (user?.subscription?.type === 'Basic') {
+            <gf-premium-indicator class="ml-1" />
+          }
+        </h4>
+        <gf-rules
+          [hasPermissionToUpdateUserSettings]="
+            !hasImpersonationId &&
+            hasPermissionToUpdateUserSettings &&
+            user?.settings?.isExperimentalFeatures
+          "
+          [isLoading]="isLoadingPortfolioReport"
+          [rules]="currencyClusterRiskRules"
+          [settings]="user?.settings?.xRayRules"
+          (rulesUpdated)="onRulesUpdated($event)"
+        />
+      </div>
+      <div class="mb-4">
+        <h4 class="align-items-center d-flex m-0">
+          <span i18n>Account Cluster Risks</span>
+          @if (user?.subscription?.type === 'Basic') {
+            <gf-premium-indicator class="ml-1" />
+          }
+        </h4>
+        <gf-rules
+          [hasPermissionToUpdateUserSettings]="
+            !hasImpersonationId &&
+            hasPermissionToUpdateUserSettings &&
+            user?.settings?.isExperimentalFeatures
+          "
+          [isLoading]="isLoadingPortfolioReport"
+          [rules]="accountClusterRiskRules"
+          [settings]="user?.settings?.xRayRules"
+          (rulesUpdated)="onRulesUpdated($event)"
+        />
+      </div>
+      <div class="mb-4">
+        <h4 class="align-items-center d-flex m-0">
+          <span i18n>Economic Market Cluster Risks</span>
+          @if (user?.subscription?.type === 'Basic') {
+            <gf-premium-indicator class="ml-1" />
+          }
+        </h4>
+        <gf-rules
+          [hasPermissionToUpdateUserSettings]="
+            !hasImpersonationId &&
+            hasPermissionToUpdateUserSettings &&
+            user?.settings?.isExperimentalFeatures
+          "
+          [isLoading]="isLoadingPortfolioReport"
+          [rules]="economicMarketClusterRiskRules"
+          [settings]="user?.settings?.xRayRules"
+          (rulesUpdated)="onRulesUpdated($event)"
+        />
+      </div>
+      <div class="mb-4">
+        <h4 class="align-items-center d-flex m-0">
+          <span i18n>Fees</span>
+          @if (user?.subscription?.type === 'Basic') {
+            <gf-premium-indicator class="ml-1" />
+          }
+        </h4>
+        <gf-rules
+          [hasPermissionToUpdateUserSettings]="
+            !hasImpersonationId &&
+            hasPermissionToUpdateUserSettings &&
+            user?.settings?.isExperimentalFeatures
+          "
+          [isLoading]="isLoadingPortfolioReport"
+          [rules]="feeRules"
+          [settings]="user?.settings?.xRayRules"
+          (rulesUpdated)="onRulesUpdated($event)"
+        />
+      </div>
+      @if (inactiveRules?.length > 0) {
+        <div>
+          <h4 class="m-0" i18n>Inactive</h4>
+          <gf-rules
+            [hasPermissionToUpdateUserSettings]="
+              !hasImpersonationId &&
+              hasPermissionToUpdateUserSettings &&
+              user?.settings?.isExperimentalFeatures
+            "
+            [isLoading]="isLoadingPortfolioReport"
+            [rules]="inactiveRules"
+            [settings]="user?.settings?.xRayRules"
+            (rulesUpdated)="onRulesUpdated($event)"
+          />
+        </div>
+      }
+    </div>
+  </div>
+</div>

apps/client/src/app/pages/portfolio/x-ray/x-ray-page.component.scss

@@ -0,0 +1,3 @@
+:host {
+  display: block;
+}

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

@@ -0,0 +1,150 @@
+import { UpdateUserSettingDto } from '@ghostfolio/api/app/user/update-user-setting.dto';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import {
+  PortfolioReportRule,
+  PortfolioReport
+} from '@ghostfolio/common/interfaces';
+import { User } from '@ghostfolio/common/interfaces/user.interface';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+
+import { ChangeDetectorRef, Component } from '@angular/core';
+import { Subject, takeUntil } from 'rxjs';
+
+@Component({
+  selector: 'gf-x-ray-page',
+  styleUrl: './x-ray-page.component.scss',
+  templateUrl: './x-ray-page.component.html'
+})
+export class XRayPageComponent {
+  public accountClusterRiskRules: PortfolioReportRule[];
+  public currencyClusterRiskRules: PortfolioReportRule[];
+  public economicMarketClusterRiskRules: PortfolioReportRule[];
+  public emergencyFundRules: PortfolioReportRule[];
+  public feeRules: PortfolioReportRule[];
+  public hasImpersonationId: boolean;
+  public hasPermissionToUpdateUserSettings: boolean;
+  public inactiveRules: PortfolioReportRule[];
+  public isLoadingPortfolioReport = false;
+  public user: User;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService,
+    private impersonationStorageService: ImpersonationStorageService,
+    private userService: UserService
+  ) {}
+
+  public ngOnInit() {
+    this.impersonationStorageService
+      .onChangeHasImpersonation()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((impersonationId) => {
+        this.hasImpersonationId = !!impersonationId;
+      });
+
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+
+          this.hasPermissionToUpdateUserSettings =
+            this.user.subscription?.type === 'Basic'
+              ? false
+              : hasPermission(
+                  this.user.permissions,
+                  permissions.updateUserSettings
+                );
+
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+
+    this.initializePortfolioReport();
+  }
+
+  public onRulesUpdated(event: UpdateUserSettingDto) {
+    this.dataService
+      .putUserSetting(event)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.userService
+          .get(true)
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe();
+
+        this.initializePortfolioReport();
+      });
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private initializePortfolioReport() {
+    this.isLoadingPortfolioReport = true;
+
+    this.dataService
+      .fetchPortfolioReport()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((portfolioReport) => {
+        this.inactiveRules = this.mergeInactiveRules(portfolioReport);
+
+        this.accountClusterRiskRules =
+          portfolioReport.rules['accountClusterRisk']?.filter(
+            ({ isActive }) => {
+              return isActive;
+            }
+          ) ?? null;
+
+        this.currencyClusterRiskRules =
+          portfolioReport.rules['currencyClusterRisk']?.filter(
+            ({ isActive }) => {
+              return isActive;
+            }
+          ) ?? null;
+
+        this.economicMarketClusterRiskRules =
+          portfolioReport.rules['economicMarketClusterRisk']?.filter(
+            ({ isActive }) => {
+              return isActive;
+            }
+          ) ?? null;
+
+        this.emergencyFundRules =
+          portfolioReport.rules['emergencyFund']?.filter(({ isActive }) => {
+            return isActive;
+          }) ?? null;
+
+        this.feeRules =
+          portfolioReport.rules['fees']?.filter(({ isActive }) => {
+            return isActive;
+          }) ?? null;
+
+        this.isLoadingPortfolioReport = false;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
+  private mergeInactiveRules(report: PortfolioReport): PortfolioReportRule[] {
+    let inactiveRules: PortfolioReportRule[] = [];
+
+    for (const category in report.rules) {
+      const rulesArray = report.rules[category];
+
+      inactiveRules = inactiveRules.concat(
+        rulesArray.filter(({ isActive }) => {
+          return !isActive;
+        })
+      );
+    }
+
+    return inactiveRules;
+  }
+}

apps/client/src/app/pages/portfolio/x-ray/x-ray-page.module.ts

@@ -0,0 +1,22 @@
+import { GfRulesModule } from '@ghostfolio/client/components/rules/rules.module';
+import { GfPremiumIndicatorComponent } from '@ghostfolio/ui/premium-indicator';
+
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
+
+import { XRayPageRoutingModule } from './x-ray-page-routing.module';
+import { XRayPageComponent } from './x-ray-page.component';
+
+@NgModule({
+  declarations: [XRayPageComponent],
+  imports: [
+    CommonModule,
+    GfPremiumIndicatorComponent,
+    GfRulesModule,
+    NgxSkeletonLoaderModule,
+    XRayPageRoutingModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class XRayPageModule {}

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

@@ -6,6 +6,7 @@ import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { translate } from '@ghostfolio/ui/i18n';
 
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { StringValue } from 'ms';
 import { StripeService } from 'ngx-stripe';
 import { Subject } from 'rxjs';
 import { catchError, switchMap, takeUntil } from 'rxjs/operators';
@@ -20,6 +21,7 @@ export class PricingPageComponent implements OnDestroy, OnInit {
   public baseCurrency: string;
   public coupon: number;
   public couponId: string;
+  public durationExtension: StringValue;
   public hasPermissionToUpdateUserSettings: boolean;
   public importAndExportTooltipBasic = translate(
     'DATA_IMPORT_AND_EXPORT_TOOLTIP_BASIC'
@@ -51,11 +53,12 @@ export class PricingPageComponent implements OnDestroy, OnInit {
   ) {}
 
   public ngOnInit() {
-    const { baseCurrency, subscriptions } = this.dataService.fetchInfo();
+    const { baseCurrency, subscriptionOffers } = this.dataService.fetchInfo();
     this.baseCurrency = baseCurrency;
 
-    this.coupon = subscriptions?.default?.coupon;
+    this.coupon = subscriptionOffers?.default?.coupon;
-    this.price = subscriptions?.default?.price;
+    this.durationExtension = subscriptionOffers?.default?.durationExtension;
+    this.price = subscriptionOffers?.default?.price;
 
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -68,11 +71,18 @@ export class PricingPageComponent implements OnDestroy, OnInit {
             permissions.updateUserSettings
           );
 
-          this.coupon = subscriptions?.[this.user?.subscription?.offer]?.coupon;
+          this.coupon =
+            subscriptionOffers?.[this.user?.subscription?.offer]?.coupon;
           this.couponId =
-            subscriptions?.[this.user.subscription.offer]?.couponId;
+            subscriptionOffers?.[this.user.subscription.offer]?.couponId;
-          this.price = subscriptions?.[this.user?.subscription?.offer]?.price;
+          this.durationExtension =
-          this.priceId = subscriptions?.[this.user.subscription.offer]?.priceId;
+            subscriptionOffers?.[
+              this.user?.subscription?.offer
+            ]?.durationExtension;
+          this.price =
+            subscriptionOffers?.[this.user?.subscription?.offer]?.price;
+          this.priceId =
+            subscriptionOffers?.[this.user.subscription.offer]?.priceId;
 
           this.changeDetectorRef.markForCheck();
         }

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

@@ -101,6 +101,11 @@
                   </p>
                 </div>
               }
+              @if (durationExtension) {
+                <div class="d-none d-lg-block hidden mt-3">
+                  <div class="badge p-3 w-100">&nbsp;</div>
+                </div>
+              }
             </mat-card-content>
           </mat-card>
         </div>
@@ -159,6 +164,11 @@
                   </p>
                 </div>
               }
+              @if (durationExtension) {
+                <div class="d-none d-lg-block hidden mt-3">
+                  <div class="badge p-3 w-100">&nbsp;</div>
+                </div>
+              }
             </mat-card-content>
           </mat-card>
         </div>
@@ -289,6 +299,14 @@
                   </p>
                 </div>
               }
+              @if (durationExtension) {
+                <div class="mt-3">
+                  <div class="badge badge-warning font-weight-normal p-3 w-100">
+                    <strong>Limited Offer!</strong> Get
+                    {{ durationExtension }} extra
+                  </div>
+                </div>
+              }
             </mat-card-content>
           </mat-card>
         </div>

apps/client/src/app/pages/resources/personal-finance-tools/product-page.component.ts

@@ -35,9 +35,9 @@ export class GfProductPageComponent implements OnInit {
   ) {}
 
   public ngOnInit() {
-    const { subscriptions } = this.dataService.fetchInfo();
+    const { subscriptionOffers } = this.dataService.fetchInfo();
 
-    this.price = subscriptions?.default?.price;
+    this.price = subscriptionOffers?.default?.price;
 
     this.product1 = {
       founded: 2021,

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

@@ -10,7 +10,6 @@ import {
 } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
 import { PortfolioHoldingDetail } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-holding-detail.interface';
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { SymbolItem } from '@ghostfolio/api/app/symbol/interfaces/symbol-item.interface';
 import { DeleteOwnUserDto } from '@ghostfolio/api/app/user/delete-own-user.dto';
 import { UserItem } from '@ghostfolio/api/app/user/interfaces/user-item.interface';
@@ -30,6 +29,7 @@ import {
   Filter,
   ImportResponse,
   InfoItem,
+  LookupResponse,
   OAuthResponse,
   PortfolioDetails,
   PortfolioDividends,
@@ -464,10 +464,10 @@ export class DataService {
     }
 
     return this.http
-      .get<{ items: LookupItem[] }>('/api/v1/symbol/lookup', { params })
+      .get<LookupResponse>('/api/v1/symbol/lookup', { params })
       .pipe(
-        map((respose) => {
+        map(({ items }) => {
-          return respose.items;
+          return items;
         })
       );
   }
@@ -535,7 +535,7 @@ export class DataService {
   }: {
     filters?: Filter[];
     range?: DateRange;
-  }) {
+  } = {}) {
     let params = this.buildFiltersAsQueryParams({ filters });
 
     if (range) {

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

@@ -65,6 +65,20 @@ export class UserService extends ObservableStore<UserStoreState> {
       });
     }
 
+    if (user?.settings['filters.dataSource']) {
+      filters.push({
+        id: user.settings['filters.dataSource'],
+        type: 'DATA_SOURCE'
+      });
+    }
+
+    if (user?.settings['filters.symbol']) {
+      filters.push({
+        id: user.settings['filters.symbol'],
+        type: 'SYMBOL'
+      });
+    }
+
     if (user?.settings['filters.tags']) {
       filters.push({
         id: user.settings['filters.tags'].join(','),

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

@@ -2872,7 +2872,7 @@
       </trans-unit>
       <trans-unit id="82fe55446d3fad9db11eb79caaedf325587b9c0a" datatype="html">
         <source> Hello, <x id="INTERPOLATION" equiv-text="{{ publicPortfolioDetails?.alias ?? &apos;someone&apos; }}"/> has shared a <x id="START_TAG_STRONG" ctype="x-strong" equiv-text="&lt;strong&gt;"/>Portfolio<x id="CLOSE_TAG_STRONG" ctype="x-strong" equiv-text="&lt;/strong&gt;"/> with you! </source>
-        <target state="new">Salve, <x id="INTERPOLATION" equiv-text="{{ portfolioPublicDetails?.alias ?? &apos;someone&apos; }}"/> ha condiviso un <x id="START_TAG_STRONG" ctype="x-strong" equiv-text="&lt;strong&gt;"/>Portafoglio<x id="CLOSE_TAG_STRONG" ctype="x-strong" equiv-text="&lt;/strong&gt;"/> con te! </target>
+        <target state="translated">Salve, <x id="INTERPOLATION" equiv-text="{{ portfolioPublicDetails?.alias ?? &apos;someone&apos; }}"/> ha condiviso un <x id="START_TAG_STRONG" ctype="x-strong" equiv-text="&lt;strong&gt;"/>Portafoglio<x id="CLOSE_TAG_STRONG" ctype="x-strong" equiv-text="&lt;/strong&gt;"/> con te! </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
           <context context-type="linenumber">4</context>
@@ -5881,7 +5881,7 @@
       </trans-unit>
       <trans-unit id="50760c2140335b2324deaee120f40d9aa64b3238" datatype="html">
         <source>Currency Cluster Risks</source>
-        <target state="new">Currency Cluster Risks</target>
+        <target state="translated">Rischio di Concentrazione Valutario</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">141</context>
@@ -5889,7 +5889,7 @@
       </trans-unit>
       <trans-unit id="c7b797e5df289241021db16010efb6ac3c6cfb86" datatype="html">
         <source>Account Cluster Risks</source>
-        <target state="new">Account Cluster Risks</target>
+        <target state="translated">Rischi di Concentrazione dei Conti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">160</context>
@@ -6237,7 +6237,7 @@
       </trans-unit>
       <trans-unit id="97bad3b5e318e5c7c755cd99062f2973efcf17e5" datatype="html">
         <source>Restricted view</source>
-        <target state="new">Restricted view</target>
+        <target state="translated">Vista limitata</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/access-table/access-table.component.html</context>
           <context context-type="linenumber">26</context>
@@ -6357,7 +6357,7 @@
       </trans-unit>
       <trans-unit id="7451343426685730864" datatype="html">
         <source>WTD</source>
-        <target state="new">WTD</target>
+        <target state="translated">Settimana corrente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.component.ts</context>
           <context context-type="linenumber">212</context>
@@ -6373,7 +6373,7 @@
       </trans-unit>
       <trans-unit id="399380803601269035" datatype="html">
         <source>MTD</source>
-        <target state="new">MTD</target>
+        <target state="translated">Mese corrente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.component.ts</context>
           <context context-type="linenumber">216</context>
@@ -6597,7 +6597,7 @@
       </trans-unit>
       <trans-unit id="ebf471e68247ca2110cdc5c98538e2e2bbf6e56e" datatype="html">
         <source>{VAR_PLURAL, plural, =1 {activity} other {activities}}</source>
-        <target state="new">{VAR_PLURAL, plural, =1 {activity} other {activities}}</target>
+        <target state="translated">{VAR_PLURAL, plural, =1 {attivit&agrave;} other {attivit&agrave;}}</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
           <context context-type="linenumber">14</context>
@@ -6781,7 +6781,7 @@
       </trans-unit>
       <trans-unit id="4622218074144052433" datatype="html">
         <source>Family Office</source>
-        <target state="new">Family Office</target>
+        <target state="translated">Ufficio familiare</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.component.ts</context>
           <context context-type="linenumber">87</context>
@@ -6837,7 +6837,7 @@
       </trans-unit>
       <trans-unit id="2657610384052021428" datatype="html">
         <source>User Experience</source>
-        <target state="new">User Experience</target>
+        <target state="translated">Esperienza Utente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.component.ts</context>
           <context context-type="linenumber">98</context>
@@ -7061,7 +7061,7 @@
       </trans-unit>
       <trans-unit id="665692df9ab12bc228c1276f7d04e97902ff9afc" datatype="html">
         <source>Copy link to clipboard</source>
-        <target state="new">Copy link to clipboard</target>
+        <target state="translated">Copia link negli appunti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/access-table/access-table.component.html</context>
           <context context-type="linenumber">70</context>
@@ -7069,7 +7069,7 @@
       </trans-unit>
       <trans-unit id="306e3758e5303c780f0984c003e6283d49796f79" datatype="html">
         <source>Portfolio Snapshot</source>
-        <target state="new">Portfolio Snapshot</target>
+        <target state="translated">Stato del Portfolio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
           <context context-type="linenumber">39</context>
@@ -7077,7 +7077,7 @@
       </trans-unit>
       <trans-unit id="76897e07c5670ce3b7710cc10c5e1c08b5f6a83a" datatype="html">
         <source><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Change with currency effect <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Change <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></source>
-        <target state="new"><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Change with currency effect <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Change <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></target>
+        <target state="translated"><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Cambio con effetto valuta <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Cambia <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.html</context>
           <context context-type="linenumber">50</context>
@@ -7085,7 +7085,7 @@
       </trans-unit>
       <trans-unit id="65ff514a2e167229e1a34b3712f2cf2908576d0f" datatype="html">
         <source><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Performance with currency effect <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Performance <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></source>
-        <target state="new"><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Performance with currency effect <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Performance <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></target>
+        <target state="translated"><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Prestazioni con effetto valuta <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Prestazioni <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.html</context>
           <context context-type="linenumber">69</context>
@@ -7093,7 +7093,7 @@
       </trans-unit>
       <trans-unit id="5502bf2eace842803c7b3f5ce5f600e102d3424a" datatype="html">
         <source>Threshold Min</source>
-        <target state="new">Threshold Min</target>
+        <target state="translated">Soglia Minima</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/rule/rule-settings-dialog/rule-settings-dialog.html</context>
           <context context-type="linenumber">9</context>
@@ -7101,7 +7101,7 @@
       </trans-unit>
       <trans-unit id="012b48ee5281a77c66760b2007c3ccd7e34aa340" datatype="html">
         <source>Threshold Max</source>
-        <target state="new">Threshold Max</target>
+        <target state="translated">Soglia Massima</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/rule/rule-settings-dialog/rule-settings-dialog.html</context>
           <context context-type="linenumber">44</context>
@@ -7109,7 +7109,7 @@
       </trans-unit>
       <trans-unit id="f4e529ae5ffd73001d1ff4bbdeeb0a72e342e5c8" datatype="html">
         <source>Close</source>
-        <target state="new">Close</target>
+        <target state="translated">Chiudi</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/rule/rule-settings-dialog/rule-settings-dialog.html</context>
           <context context-type="linenumber">77</context>
@@ -7117,7 +7117,7 @@
       </trans-unit>
       <trans-unit id="072d4d4ec83a5a97345a1c13b90c213b47326d09" datatype="html">
         <source>Customize</source>
-        <target state="new">Customize</target>
+        <target state="translated">Personalizza</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/rule/rule.component.html</context>
           <context context-type="linenumber">67</context>
@@ -7125,7 +7125,7 @@
       </trans-unit>
       <trans-unit id="06296af0cdaf7bed02043379359ed1975fc22077" datatype="html">
         <source>No auto-renewal.</source>
-        <target state="new">No auto-renewal.</target>
+        <target state="translated">No rinnovo automatico.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-account-membership/user-account-membership.html</context>
           <context context-type="linenumber">62</context>
@@ -7133,7 +7133,7 @@
       </trans-unit>
       <trans-unit id="7fb1099e29660162f9154d5b2feee7743a423df6" datatype="html">
         <source>Today</source>
-        <target state="new">Today</target>
+        <target state="translated">Oggi</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
           <context context-type="linenumber">24</context>
@@ -7141,7 +7141,7 @@
       </trans-unit>
       <trans-unit id="65cefcc53d1f6445df7568e8a40c49165f1090ee" datatype="html">
         <source>This year</source>
-        <target state="new">This year</target>
+        <target state="translated">Anno corrente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
           <context context-type="linenumber">42</context>
@@ -7149,7 +7149,7 @@
       </trans-unit>
       <trans-unit id="5beadaafe995fa04343008b0ab57e579c9fc81b9" datatype="html">
         <source>From the beginning</source>
-        <target state="new">From the beginning</target>
+        <target state="translated">Dall'inizio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
           <context context-type="linenumber">60</context>
@@ -7157,7 +7157,7 @@
       </trans-unit>
       <trans-unit id="f7ed8f2e1ac78c5a63741ae684779bcf7a99ab16" datatype="html">
         <source>Oops! Invalid currency.</source>
-        <target state="new">Oops! Invalid currency.</target>
+        <target state="translated">Oops! Valuta sbagliata.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/create-asset-profile-dialog/create-asset-profile-dialog.html</context>
           <context context-type="linenumber">49</context>
@@ -7165,7 +7165,7 @@
       </trans-unit>
       <trans-unit id="f1cc4a59110dd72517210565f76118df74336fec" datatype="html">
         <source>This page has been archived.</source>
-        <target state="new">This page has been archived.</target>
+        <target state="translated">Questa pagina è stata archiviata.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">14</context>
@@ -7173,7 +7173,7 @@
       </trans-unit>
       <trans-unit id="ea66ce0bb1cb1dcee2bcb86a8876c5f2c2fa65f6" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> is Open Source Software</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> is Open Source Software</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> è un programma Open Source</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">139</context>
@@ -7181,7 +7181,7 @@
       </trans-unit>
       <trans-unit id="aa945d3772281b66851cc8b86d6de9726e65db70" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> is not Open Source Software</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> is not Open Source Software</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> non è un programma Open Source</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">146</context>
@@ -7189,7 +7189,7 @@
       </trans-unit>
       <trans-unit id="942e46b94b9d9662c3c3b7b5e7f9005c7b9feab7" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> is Open Source Software</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> is Open Source Software</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> è un programma Open Source</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">156</context>
@@ -7197,7 +7197,7 @@
       </trans-unit>
       <trans-unit id="08beed5100360c242c0aec92e8706d92f0cb70f3" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> is not Open Source Software</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> is not Open Source Software</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> non è un programma Open Source</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">163</context>
@@ -7205,7 +7205,7 @@
       </trans-unit>
       <trans-unit id="1302d86668c92816f6e69a61fee77d573ace918b" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> can be self-hosted</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> can be self-hosted</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> pu&ograve; essere ospitato in proprio </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">178</context>
@@ -7213,7 +7213,7 @@
       </trans-unit>
       <trans-unit id="2371f735292afd7ed2b6c90640068d33667933e7" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> cannot be self-hosted</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> cannot be self-hosted</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> non pu&ograve; essere ospitato in proprio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">185</context>
@@ -7221,7 +7221,7 @@
       </trans-unit>
       <trans-unit id="4803807735afa465179312a0094a432c7d8e1a55" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> can be self-hosted</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> can be self-hosted</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> pu&ograve; essere ospitato in proprio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">195</context>
@@ -7229,7 +7229,7 @@
       </trans-unit>
       <trans-unit id="e44d1606f6b1c8b549b5bbc22c8f2d53b6626404" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> cannot be self-hosted</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> cannot be self-hosted</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> non pu&ograve; essere ospitato in proprio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">202</context>
@@ -7237,7 +7237,7 @@
       </trans-unit>
       <trans-unit id="575dc02bb1fbd579cb7ecca00198bbf2893d6115" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> can be used anonymously</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> can be used anonymously</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> pu&ograve; essere usato anonimamente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">217</context>
@@ -7245,7 +7245,7 @@
       </trans-unit>
       <trans-unit id="60bcadcc133112179baf414d6bca496616026ddf" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> cannot be used anonymously</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> cannot be used anonymously</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> non pu&ograve; essere usato anonimamente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">224</context>
@@ -7253,7 +7253,7 @@
       </trans-unit>
       <trans-unit id="ea9dead7214d6e5e68bedcfc41ed92e6f331b476" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> can be used anonymously</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> can be used anonymously</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> pu&ograve; essere usato anonimamente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">234</context>
@@ -7261,7 +7261,7 @@
       </trans-unit>
       <trans-unit id="d69adb6f3253a16368a171d0a5d998e9a6b95717" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> cannot be used anonymously</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> cannot be used anonymously</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> non pu&ograve; essere usato anonimamente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">241</context>
@@ -7269,7 +7269,7 @@
       </trans-unit>
       <trans-unit id="0499b37a6ed7d654307685844b35684df638a95f" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> offers a free plan</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> offers a free plan</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> ha un piano gratuito</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">256</context>
@@ -7277,7 +7277,7 @@
       </trans-unit>
       <trans-unit id="0a3bfda56ea7cd7ae419cb5091e3a68ade032c30" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> does not offer a free plan</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> does not offer a free plan</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> non ha un piano gratuito</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">263</context>
@@ -7285,7 +7285,7 @@
       </trans-unit>
       <trans-unit id="04eede9cafd81f04b01b6c7937e047824f78b05d" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> offers a free plan</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> offers a free plan</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> ha un piano gratuito</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">273</context>
@@ -7293,7 +7293,7 @@
       </trans-unit>
       <trans-unit id="2452ec985c64ade4904d93697e68d3846beb2bf4" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> does not offer a free plan</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> does not offer a free plan</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> non ha un piano gratuito</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">280</context>
@@ -7301,7 +7301,7 @@
       </trans-unit>
       <trans-unit id="b225488f8b209e9704760dc9f5d99845a5d07bf6" datatype="html">
         <source>Oops! Could not find any assets.</source>
-        <target state="new">Oops! Could not find any assets.</target>
+        <target state="translated">Oops! Non ho trovato alcun asset.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.html</context>
           <context context-type="linenumber">37</context>
@@ -7309,7 +7309,7 @@
       </trans-unit>
       <trans-unit id="be839b9dc1563aec0f80f5b55c8bde1a1dd10ca1" datatype="html">
         <source>Data Providers</source>
-        <target state="new">Data Providers</target>
+        <target state="translated">Fornitori di dati</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/admin-settings.component.html</context>
           <context context-type="linenumber">4</context>
@@ -7317,7 +7317,7 @@
       </trans-unit>
       <trans-unit id="b082171edef6d502186c4577e201b2ef7935e955" datatype="html">
         <source>NEW</source>
-        <target state="new">NEW</target>
+        <target state="translated">NUOVO</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/admin-settings.component.html</context>
           <context context-type="linenumber">14</context>
@@ -7325,7 +7325,7 @@
       </trans-unit>
       <trans-unit id="66cbb0c1695dc25d22f824b62f0ffb9435ec8c4b" datatype="html">
         <source>Set API Key</source>
-        <target state="new">Set API Key</target>
+        <target state="translated">Imposta API Key</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/admin-settings.component.html</context>
           <context context-type="linenumber">29</context>
@@ -7333,7 +7333,7 @@
       </trans-unit>
       <trans-unit id="2fcf96765ae87821e12fe4f6900ba1a218742cfc" datatype="html">
         <source> Want to stay updated? Click below to get notified as soon as it’s available. </source>
-        <target state="new"> Want to stay updated? Click below to get notified as soon as it’s available. </target>
+        <target state="translated"> Vuoi seguire le novità? Clicca sotto per essere notificato appena è disponibile. </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/ghostfolio-premium-api-dialog/ghostfolio-premium-api-dialog.html</context>
           <context context-type="linenumber">23</context>
@@ -7341,7 +7341,7 @@
       </trans-unit>
       <trans-unit id="3a0843b9fa08ab1d2294e2b5bd60042052ab8d10" datatype="html">
         <source> Notify me </source>
-        <target state="new"> Notify me </target>
+        <target state="translated"> Notificami </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/ghostfolio-premium-api-dialog/ghostfolio-premium-api-dialog.html</context>
           <context context-type="linenumber">32</context>
@@ -7349,7 +7349,7 @@
       </trans-unit>
       <trans-unit id="8908015589937012101" datatype="html">
         <source>Get access to 100’000+ tickers from over 50 exchanges</source>
-        <target state="new">Get access to 100’000+ tickers from over 50 exchanges</target>
+        <target state="translated">Ottieni accesso a oltre 100’000+ titoli da oltre 50 borse</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
           <context context-type="linenumber">24</context>
@@ -7357,7 +7357,7 @@
       </trans-unit>
       <trans-unit id="4346283537747431562" datatype="html">
         <source>Ukraine</source>
-        <target state="new">Ukraine</target>
+        <target state="translated">Ucraina</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
           <context context-type="linenumber">92</context>
@@ -7365,7 +7365,7 @@
       </trans-unit>
       <trans-unit id="f977904fb6da18ed1fcc2b56caa2315e991fd2ac" datatype="html">
         <source> Skip </source>
-        <target state="new"> Skip </target>
+        <target state="translated"> Salta </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/subscription-interstitial-dialog/subscription-interstitial-dialog.html</context>
           <context context-type="linenumber">83</context>
@@ -7373,7 +7373,7 @@
       </trans-unit>
       <trans-unit id="3e0b7db80b1d6c100266b97b9bb3f9ddd7652844" datatype="html">
         <source>Join now</source>
-        <target state="new">Join now</target>
+        <target state="translated">Iscriviti adesso</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/subscription-interstitial-dialog/subscription-interstitial-dialog.html</context>
           <context context-type="linenumber">93</context>
@@ -7381,7 +7381,7 @@
       </trans-unit>
       <trans-unit id="e8a4d8ee23e2c3f89acf7214598bcc3182c79268" datatype="html">
         <source>Allocation Cluster Risks</source>
-        <target state="new">Allocation Cluster Risks</target>
+        <target state="translated">Rischi di allocazione dei Conti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">179</context>
@@ -7389,7 +7389,7 @@
       </trans-unit>
       <trans-unit id="5020357869062357338" datatype="html">
         <source>Glossary</source>
-        <target state="new">Glossary</target>
+        <target state="translated">Glossario</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/glossary/resources-glossary-routing.module.ts</context>
           <context context-type="linenumber">10</context>
@@ -7401,7 +7401,7 @@
       </trans-unit>
       <trans-unit id="7423212324650924366" datatype="html">
         <source>Guides</source>
-        <target state="new">Guides</target>
+        <target state="translated">Guide</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/guides/resources-guides-routing.module.ts</context>
           <context context-type="linenumber">10</context>
@@ -7413,7 +7413,7 @@
       </trans-unit>
       <trans-unit id="7491998780064454778" datatype="html">
         <source>guides</source>
-        <target state="new">guides</target>
+        <target state="translated">guide</target>
         <note priority="1" from="description">snake-case</note>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/overview/resources-overview.component.ts</context>
@@ -7426,7 +7426,7 @@
       </trans-unit>
       <trans-unit id="6255655462254999912" datatype="html">
         <source>glossary</source>
-        <target state="new">glossary</target>
+        <target state="translated">glossario</target>
         <note priority="1" from="description">snake-case</note>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/overview/resources-overview.component.ts</context>

docker/docker-compose.build.yml

@@ -1,6 +1,8 @@
+name: ghostfolio_build
 services:
   ghostfolio:
     build: ../
+    container_name: ghostfolio-build
     init: true
     env_file:
       - ../.env
@@ -23,6 +25,7 @@ services:
 
   postgres:
     image: docker.io/library/postgres:15
+    container_name: gf-postgres-build
     env_file:
       - ../.env
     healthcheck:
@@ -35,6 +38,7 @@ services:
 
   redis:
     image: docker.io/library/redis:alpine
+    container_name: gf-redis-build
     env_file:
       - ../.env
     command: ['redis-server', '--requirepass', $REDIS_PASSWORD]

docker/docker-compose.dev.yml

@@ -1,7 +1,8 @@
+name: ghostfolio_dev
 services:
   postgres:
     image: docker.io/library/postgres:15
-    container_name: postgres
+    container_name: gf-postgres-dev
     restart: unless-stopped
     env_file:
       - ../.env
@@ -12,7 +13,7 @@ services:
 
   redis:
     image: docker.io/library/redis:alpine
-    container_name: redis
+    container_name: gf-redis-dev
     restart: unless-stopped
     env_file:
       - ../.env

docker/docker-compose.yml

@@ -1,6 +1,8 @@
+name: ghostfolio
 services:
   ghostfolio:
     image: docker.io/ghostfolio/ghostfolio:latest
+    container_name: ghostfolio
     init: true
     cap_drop:
       - ALL
@@ -27,6 +29,7 @@ services:
 
   postgres:
     image: docker.io/library/postgres:15
+    container_name: gf-postgres
     cap_drop:
       - ALL
     cap_add:
@@ -49,6 +52,7 @@ services:
 
   redis:
     image: docker.io/library/redis:alpine
+    container_name: gf-redis
     user: '999:1000'
     cap_drop:
       - ALL

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

@@ -23,6 +23,7 @@ import type { Holding } from './holding.interface';
 import type { InfoItem } from './info-item.interface';
 import type { InvestmentItem } from './investment-item.interface';
 import type { LineChartItem } from './line-chart-item.interface';
+import type { LookupItem } from './lookup-item.interface';
 import type { PortfolioChart } from './portfolio-chart.interface';
 import type { PortfolioDetails } from './portfolio-details.interface';
 import type { PortfolioDividends } from './portfolio-dividends.interface';
@@ -40,13 +41,14 @@ import type { AccountBalancesResponse } from './responses/account-balances-respo
 import type { BenchmarkResponse } from './responses/benchmark-response.interface';
 import type { ResponseError } from './responses/errors.interface';
 import type { ImportResponse } from './responses/import-response.interface';
+import type { LookupResponse } from './responses/lookup-response.interface';
 import type { OAuthResponse } from './responses/oauth-response.interface';
 import type { PortfolioHoldingsResponse } from './responses/portfolio-holdings-response.interface';
 import type { PortfolioPerformanceResponse } from './responses/portfolio-performance-response.interface';
 import type { PublicPortfolioResponse } from './responses/public-portfolio-response.interface';
 import type { ScraperConfiguration } from './scraper-configuration.interface';
 import type { Statistics } from './statistics.interface';
-import type { Subscription } from './subscription.interface';
+import type { SubscriptionOffer } from './subscription-offer.interface';
 import type { SymbolMetrics } from './symbol-metrics.interface';
 import type { SystemMessage } from './system-message.interface';
 import type { TabConfiguration } from './tab-configuration.interface';
@@ -82,6 +84,8 @@ export {
   InfoItem,
   InvestmentItem,
   LineChartItem,
+  LookupItem,
+  LookupResponse,
   OAuthResponse,
   PortfolioChart,
   PortfolioDetails,
@@ -102,8 +106,8 @@ export {
   ResponseError,
   ScraperConfiguration,
   Statistics,
+  SubscriptionOffer,
   SystemMessage,
-  Subscription,
   SymbolMetrics,
   TabConfiguration,
   ToggleOption,

libs/common/src/lib/interfaces/info-item.interface.ts

@@ -1,9 +1,9 @@
-import { SubscriptionOffer } from '@ghostfolio/common/types';
+import { SubscriptionOfferKey } from '@ghostfolio/common/types';
 
 import { Platform, SymbolProfile } from '@prisma/client';
 
 import { Statistics } from './statistics.interface';
-import { Subscription } from './subscription.interface';
+import { SubscriptionOffer } from './subscription-offer.interface';
 
 export interface InfoItem {
   baseCurrency: string;
@@ -18,5 +18,5 @@ export interface InfoItem {
   platforms: Platform[];
   statistics: Statistics;
   stripePublicKey?: string;
-  subscriptions: { [offer in SubscriptionOffer]: Subscription };
+  subscriptionOffers: { [offer in SubscriptionOfferKey]: SubscriptionOffer };
 }

apps/api/src/app/symbol/interfaces/lookup-item.interface.ts → libs/common/src/lib/interfaces/lookup-item.interface.ts

@@ -1,7 +1,7 @@
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
-
 import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 
+import { DataProviderInfo } from './data-provider-info.interface';
+
 export interface LookupItem {
   assetClass: AssetClass;
   assetSubClass: AssetSubClass;

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

@@ -0,0 +1,5 @@
+import { LookupItem } from '../lookup-item.interface';
+
+export interface LookupResponse {
+  items: LookupItem[];
+}

libs/common/src/lib/interfaces/subscription-offer.interface.ts

@@ -0,0 +1,9 @@
+import { StringValue } from 'ms';
+
+export interface SubscriptionOffer {
+  coupon?: number;
+  couponId?: string;
+  durationExtension?: StringValue;
+  price: number;
+  priceId: string;
+}

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

@@ -1,6 +0,0 @@
-export interface Subscription {
-  coupon?: number;
-  couponId?: string;
-  price: number;
-  priceId: string;
-}

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

@@ -14,6 +14,8 @@ export interface UserSettings {
   dateRange?: DateRange;
   emergencyFund?: number;
   'filters.accounts'?: string[];
+  'filters.dataSource'?: string;
+  'filters.symbol'?: string;
   'filters.tags'?: string[];
   holdingsViewMode?: HoldingsViewMode;
   isExperimentalFeatures?: boolean;

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

@@ -1,4 +1,4 @@
-import { SubscriptionOffer } from '@ghostfolio/common/types';
+import { SubscriptionOfferKey } from '@ghostfolio/common/types';
 import { SubscriptionType } from '@ghostfolio/common/types/subscription-type.type';
 
 import { Account, Tag } from '@prisma/client';
@@ -20,7 +20,7 @@ export interface User {
   systemMessage?: SystemMessage;
   subscription: {
     expiresAt?: Date;
-    offer: SubscriptionOffer;
+    offer: SubscriptionOfferKey;
     type: SubscriptionType;
   };
   tags: (Tag & { isUsed: boolean })[];

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

@@ -15,7 +15,7 @@ import type { MarketState } from './market-state.type';
 import type { Market } from './market.type';
 import type { OrderWithAccount } from './order-with-account.type';
 import type { RequestWithUser } from './request-with-user.type';
-import type { SubscriptionOffer } from './subscription-offer.type';
+import type { SubscriptionOfferKey } from './subscription-offer-key.type';
 import type { UserWithSettings } from './user-with-settings.type';
 import type { ViewMode } from './view-mode.type';
 
@@ -37,7 +37,7 @@ export type {
   MarketState,
   OrderWithAccount,
   RequestWithUser,
-  SubscriptionOffer,
+  SubscriptionOfferKey,
   UserWithSettings,
   ViewMode
 };

libs/common/src/lib/types/subscription-offer.type.ts → libs/common/src/lib/types/subscription-offer-key.type.ts

@@ -1,4 +1,4 @@
-export type SubscriptionOffer =
+export type SubscriptionOfferKey =
   | 'default'
   | 'renewal'
   | 'renewal-early-bird-2023'

libs/common/src/lib/types/user-with-settings.type.ts

@@ -1,5 +1,5 @@
 import { UserSettings } from '@ghostfolio/common/interfaces';
-import { SubscriptionOffer } from '@ghostfolio/common/types';
+import { SubscriptionOfferKey } from '@ghostfolio/common/types';
 import { SubscriptionType } from '@ghostfolio/common/types/subscription-type.type';
 
 import { Access, Account, Settings, User } from '@prisma/client';
@@ -13,7 +13,7 @@ export type UserWithSettings = User & {
   Settings: Settings & { settings: UserSettings };
   subscription?: {
     expiresAt?: Date;
-    offer: SubscriptionOffer;
+    offer: SubscriptionOfferKey;
     type: SubscriptionType;
   };
 };

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

@@ -1,7 +1,9 @@
 import { GfAssetProfileIconComponent } from '@ghostfolio/client/components/asset-profile-icon/asset-profile-icon.component';
+import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
-import { Filter, User } from '@ghostfolio/common/interfaces';
+import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
+import { Filter, PortfolioPosition, User } from '@ghostfolio/common/interfaces';
 import { DateRange } from '@ghostfolio/common/types';
 import { translate } from '@ghostfolio/ui/i18n';
 
@@ -35,7 +37,7 @@ import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatMenuTrigger } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
 import { RouterModule } from '@angular/router';
-import { Account, AssetClass } from '@prisma/client';
+import { Account, AssetClass, DataSource } from '@prisma/client';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 import { EMPTY, Observable, Subject, lastValueFrom } from 'rxjs';
 import {
@@ -61,6 +63,7 @@ import {
     FormsModule,
     GfAssetProfileIconComponent,
     GfAssistantListItemComponent,
+    GfSymbolModule,
     MatButtonModule,
     MatFormFieldModule,
     MatSelectModule,
@@ -130,10 +133,12 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   public dateRangeFormControl = new FormControl<string>(undefined);
   public dateRangeOptions: IDateRangeOption[] = [];
   public filterForm = this.formBuilder.group({
-    account: new FormControl<string[]>(undefined),
+    account: new FormControl<string>(undefined),
-    assetClass: new FormControl<string[]>(undefined),
+    assetClass: new FormControl<string>(undefined),
-    tag: new FormControl<string[]>(undefined)
+    holding: new FormControl<PortfolioPosition>(undefined),
+    tag: new FormControl<string>(undefined)
   });
+  public holdings: PortfolioPosition[] = [];
   public isLoading = false;
   public isOpen = false;
   public placeholder = $localize`Find holding...`;
@@ -144,7 +149,13 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   };
   public tags: Filter[] = [];
 
-  private filterTypes: Filter['type'][] = ['ACCOUNT', 'ASSET_CLASS', 'TAG'];
+  private filterTypes: Filter['type'][] = [
+    'ACCOUNT',
+    'ASSET_CLASS',
+    'DATA_SOURCE',
+    'SYMBOL',
+    'TAG'
+  ];
   private keyManager: FocusKeyManager<GfAssistantListItemComponent>;
   private unsubscribeSubject = new Subject<void>();
 
@@ -156,6 +167,8 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   ) {}
 
   public ngOnInit() {
+    this.initializeFilterForm();
+
     this.assetClasses = Object.keys(AssetClass).map((assetClass) => {
       return {
         id: assetClass,
@@ -263,16 +276,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
       this.filterForm.enable({ emitEvent: false });
     }
 
-    this.filterForm.setValue(
+    this.initializeFilterForm();
-      {
-        account: this.user?.settings?.['filters.accounts'] ?? null,
-        assetClass: this.user?.settings?.['filters.assetClasses'] ?? null,
-        tag: this.user?.settings?.['filters.tags'] ?? null
-      },
-      {
-        emitEvent: false
-      }
-    );
 
     this.tags =
       this.user?.tags
@@ -298,6 +302,19 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
     });
   }
 
+  public holdingComparisonFunction(
+    option: PortfolioPosition,
+    value: PortfolioPosition
+  ): boolean {
+    if (value === null) {
+      return false;
+    }
+
+    return (
+      getAssetProfileIdentifier(option) === getAssetProfileIdentifier(value)
+    );
+  }
+
   public async initialize() {
     this.isLoading = true;
     this.keyManager = new FocusKeyManager(this.assistantListItems).withWrap();
@@ -322,28 +339,28 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   }
 
   public onApplyFilters() {
-    const accountFilters =
+    this.filtersChanged.emit([
-      this.filterForm
+      {
-        .get('account')
+        id: this.filterForm.get('account').value,
-        .value?.reduce(
+        type: 'ACCOUNT'
-          (arr, val) => [...arr, { id: val, type: 'ACCOUNT' }],
+      },
-          []
+      {
-        ) ?? [];
+        id: this.filterForm.get('assetClass').value,
-    const assetClassFilters =
+        type: 'ASSET_CLASS'
-      this.filterForm
+      },
-        .get('assetClass')
+      {
-        .value?.reduce(
+        id: this.filterForm.get('holding').value?.dataSource,
-          (arr, val) => [...arr, { id: val, type: 'ASSET_CLASS' }],
+        type: 'DATA_SOURCE'
-          []
+      },
-        ) ?? [];
+      {
-    const tagFilters =
+        id: this.filterForm.get('holding').value?.symbol,
-      this.filterForm
+        type: 'SYMBOL'
-        .get('tag')
+      },
-        .value?.reduce((arr, val) => [...arr, { id: val, type: 'TAG' }], []) ??
+      {
-      [];
+        id: this.filterForm.get('tag').value,
-    let filters = [...accountFilters, ...assetClassFilters];
+        type: 'TAG'
-    filters = [...filters, ...tagFilters];
+      }
-    this.filtersChanged.emit(filters);
+    ]);
 
     this.onCloseAssistant();
   }
@@ -481,4 +498,47 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
         takeUntil(this.unsubscribeSubject)
       );
   }
+
+  private initializeFilterForm() {
+    this.dataService
+      .fetchPortfolioHoldings()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ holdings }) => {
+        this.holdings = holdings
+          .filter(({ assetSubClass }) => {
+            return !['CASH'].includes(assetSubClass);
+          })
+          .sort((a, b) => {
+            return a.name?.localeCompare(b.name);
+          });
+        this.setFilterFormValues();
+      });
+  }
+
+  private setFilterFormValues() {
+    const dataSource = this.user?.settings?.[
+      'filters.dataSource'
+    ] as DataSource;
+    const symbol = this.user?.settings?.['filters.symbol'];
+    const selectedHolding = this.holdings.find((holding) => {
+      return (
+        getAssetProfileIdentifier({
+          dataSource: holding.dataSource,
+          symbol: holding.symbol
+        }) === getAssetProfileIdentifier({ dataSource, symbol })
+      );
+    });
+
+    this.filterForm.setValue(
+      {
+        account: this.user?.settings?.['filters.accounts']?.[0] ?? null,
+        assetClass: this.user?.settings?.['filters.assetClasses']?.[0] ?? null,
+        holding: selectedHolding ?? null,
+        tag: this.user?.settings?.['filters.tags']?.[0] ?? null
+      },
+      {
+        emitEvent: false
+      }
+    );
+  }
 }

libs/ui/src/lib/assistant/assistant.html

@@ -122,6 +122,34 @@
             </mat-select>
           </mat-form-field>
         </div>
+        <div class="mb-3">
+          <mat-form-field appearance="outline" class="w-100 without-hint">
+            <mat-label i18n>Holding</mat-label>
+            <mat-select
+              formControlName="holding"
+              [compareWith]="holdingComparisonFunction"
+            >
+              <mat-select-trigger>{{
+                filterForm.get('holding')?.value?.name
+              }}</mat-select-trigger>
+              <mat-option [value]="null" />
+              @for (holding of holdings; track holding.name) {
+                <mat-option [value]="holding">
+                  <div class="line-height-1 text-truncate">
+                    <span
+                      ><b>{{ holding.name }}</b></span
+                    >
+                    <br />
+                    <small class="text-muted"
+                      >{{ holding.symbol | gfSymbol }} ·
+                      {{ holding.currency }}</small
+                    >
+                  </div>
+                </mat-option>
+              }
+            </mat-select>
+          </mat-form-field>
+        </div>
         <div class="mb-3">
           <mat-form-field appearance="outline" class="w-100 without-hint">
             <mat-label i18n>Tags</mat-label>

libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.ts

@@ -1,6 +1,6 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { DataService } from '@ghostfolio/client/services/data.service';
+import { LookupItem } from '@ghostfolio/common/interfaces';
 import { translate } from '@ghostfolio/ui/i18n';
 import { AbstractMatFormField } from '@ghostfolio/ui/shared/abstract-mat-form-field';
 

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

@@ -261,12 +261,21 @@ export class GfTreemapChartComponent
             display: true,
             font: [{ size: 16 }, { lineHeight: 1.5, size: 14 }],
             formatter: (ctx) => {
-              const netPerformancePercentWithCurrencyEffect =
+              // Round to 4 decimal places
-                ctx.raw._data.netPerformancePercentWithCurrencyEffect;
+              let netPerformancePercentWithCurrencyEffect =
+                Math.round(
+                  ctx.raw._data.netPerformancePercentWithCurrencyEffect * 10000
+                ) / 10000;
+
+              if (Math.abs(netPerformancePercentWithCurrencyEffect) === 0) {
+                netPerformancePercentWithCurrencyEffect = Math.abs(
+                  netPerformancePercentWithCurrencyEffect
+                );
+              }
 
               return [
                 ctx.raw._data.symbol,
-                `${netPerformancePercentWithCurrencyEffect > 0 ? '+' : ''}${(ctx.raw._data.netPerformancePercentWithCurrencyEffect * 100).toFixed(2)}%`
+                `${netPerformancePercentWithCurrencyEffect > 0 ? '+' : ''}${(netPerformancePercentWithCurrencyEffect * 100).toFixed(2)}%`
               ];
             },
             hoverColor: undefined,

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "2.119.0",
+  "version": "2.122.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",
@@ -90,7 +90,7 @@
     "@prisma/client": "5.21.1",
     "@simplewebauthn/browser": "9.0.1",
     "@simplewebauthn/server": "9.0.3",
-    "@stripe/stripe-js": "3.5.0",
+    "@stripe/stripe-js": "4.9.0",
     "alphavantage": "2.2.0",
     "await-lock": "^2.2.2",
     "big.js": "6.2.1",
@@ -109,7 +109,7 @@
     "class-validator": "0.14.1",
     "color": "4.2.3",
     "countries-and-timezones": "3.4.1",
-    "countries-list": "3.1.0",
+    "countries-list": "3.1.1",
     "countup.js": "2.8.0",
     "date-fns": "3.6.0",
     "envalid": "7.3.1",
@@ -125,8 +125,8 @@
     "ng-extract-i18n-merge": "2.12.0",
     "ngx-device-detector": "8.0.0",
     "ngx-markdown": "18.0.0",
-    "ngx-skeleton-loader": "7.0.0",
+    "ngx-skeleton-loader": "9.0.0",
-    "ngx-stripe": "18.0.0",
+    "ngx-stripe": "18.1.0",
     "open-color": "1.9.1",
     "papaparse": "5.3.1",
     "passport": "0.7.0",
@@ -134,7 +134,7 @@
     "passport-jwt": "4.0.1",
     "reflect-metadata": "0.1.13",
     "rxjs": "7.5.6",
-    "stripe": "15.11.0",
+    "stripe": "17.3.0",
     "svgmap": "2.6.0",
     "twitter-api-v2": "1.14.2",
     "uuid": "9.0.1",

prisma/migrations/20241029190323_added_data_provider_ghostfolio_daily_requests_to_analytics/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "Analytics" ADD COLUMN "dataProviderGhostfolioDailyRequests" INTEGER NOT NULL DEFAULT 0;

prisma/migrations/20241102121004_added_last_request_at_to_analytics/migration.sql

@@ -0,0 +1,5 @@
+-- AlterTable
+ALTER TABLE "Analytics" ADD COLUMN "lastRequestAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP;
+
+-- CreateIndex
+CREATE INDEX "Analytics_lastRequestAt_idx" ON "Analytics"("lastRequestAt");

prisma/schema.prisma

@@ -65,12 +65,15 @@ model AccountBalance {
 }
 
 model Analytics {
-  activityCount Int      @default(0)
+  activityCount                       Int      @default(0)
-  country       String?
+  country                             String?
-  updatedAt     DateTime @updatedAt
+  dataProviderGhostfolioDailyRequests Int      @default(0)
-  userId        String   @id
+  lastRequestAt                       DateTime @default(now())
-  User          User     @relation(fields: [userId], onDelete: Cascade, references: [id])
+  updatedAt                           DateTime @updatedAt
-
+  userId                              String   @id
+  User                                User     @relation(fields: [userId], onDelete: Cascade, references: [id])
+
+  @@index([lastRequestAt])
   @@index([updatedAt])
 }
 

test/import/ok-derived-currency.json

@@ -23,7 +23,7 @@
       "unitPrice": 10875.00,
       "currency": "ZAc",
       "dataSource": "YAHOO",
-      "date": "2024-06-27T22:00:00.000Z",
+      "date": "2024-06-28T00:00:00.000Z",
       "symbol": "JSE.JO"
     }
   ]

test/import/ok-vti-buy-long-history.json

@@ -11,7 +11,7 @@
       "unitPrice": 65.31,
       "currency": "USD",
       "dataSource": "YAHOO",
-      "date": "2012-01-02T22:00:00.000Z",
+      "date": "2012-01-03T00:00:00.000Z",
       "symbol": "VTI"
     },
     {
@@ -21,7 +21,7 @@
       "unitPrice": 65.40,
       "currency": "USD",
       "dataSource": "YAHOO",
-      "date": "2011-01-02T22:00:00.000Z",
+      "date": "2011-01-03T00:00:00.000Z",
       "symbol": "VTI"
     },
     {
@@ -31,7 +31,7 @@
       "unitPrice": 57.05,
       "currency": "USD",
       "dataSource": "YAHOO",
-      "date": "2010-01-03T22:00:00.000Z",
+      "date": "2010-01-04T00:00:00.000Z",
       "symbol": "VTI"
     }
   ]

test/import/ok-without-accounts.json

@@ -11,7 +11,7 @@
       "unitPrice": 0,
       "currency": "USD",
       "dataSource": "YAHOO",
-      "date": "2050-06-05T22:00:00.000Z",
+      "date": "2050-06-06T00:00:00.000Z",
       "symbol": "MSFT"
     },
     {
@@ -21,7 +21,7 @@
       "unitPrice": 500000,
       "currency": "USD",
       "dataSource": "MANUAL",
-      "date": "2021-12-31T22:00:00.000Z",
+      "date": "2022-01-01T00:00:00.000Z",
       "symbol": "Penthouse Apartment"
     },
     {
@@ -31,7 +31,7 @@
       "unitPrice": 0.62,
       "currency": "USD",
       "dataSource": "YAHOO",
-      "date": "2021-11-16T22:00:00.000Z",
+      "date": "2021-11-17T00:00:00.000Z",
       "symbol": "MSFT"
     },
     {
@@ -41,7 +41,7 @@
       "unitPrice": 298.58,
       "currency": "USD",
       "dataSource": "YAHOO",
-      "date": "2021-09-15T22:00:00.000Z",
+      "date": "2021-09-16T00:00:00.000Z",
       "symbol": "MSFT"
     }
   ]

test/import/ok.json

@@ -23,7 +23,7 @@
       "unitPrice": 0,
       "currency": "USD",
       "dataSource": "YAHOO",
-      "date": "2050-06-05T22:00:00.000Z",
+      "date": "2050-06-06T00:00:00.000Z",
       "symbol": "US5949181045"
     },
     {
@@ -35,7 +35,7 @@
       "unitPrice": 500000,
       "currency": "USD",
       "dataSource": "MANUAL",
-      "date": "2021-12-31T22:00:00.000Z",
+      "date": "2022-01-01T00:00:00.000Z",
       "symbol": "Penthouse Apartment"
     },
     {
@@ -47,7 +47,7 @@
       "unitPrice": 0.62,
       "currency": "USD",
       "dataSource": "YAHOO",
-      "date": "2021-11-16T22:00:00.000Z",
+      "date": "2021-11-17T00:00:00.000Z",
       "symbol": "MSFT"
     },
     {
@@ -59,7 +59,7 @@
       "unitPrice": 298.58,
       "currency": "USD",
       "dataSource": "YAHOO",
-      "date": "2021-09-15T22:00:00.000Z",
+      "date": "2021-09-16T00:00:00.000Z",
       "symbol": "MSFT"
     },
     {
@@ -71,7 +71,7 @@
       "unitPrice": 0,
       "currency": "USD",
       "dataSource": "MANUAL",
-      "date": "2021-08-31T22:00:00.000Z",
+      "date": "2021-09-01T00:00:00.000Z",
       "symbol": "Account Opening Fee"
     }
   ]

test/import/unavailable-exchange-rate.json

@@ -12,7 +12,7 @@
       "unitPrice": 0,
       "currency": "EUR",
       "dataSource": "YAHOO",
-      "date": "1990-01-01T22:00:00.000Z",
+      "date": "1990-01-01T00:00:00.000Z",
       "symbol": "MSFT"
     }
   ]