Merge 6b238fef09 into 753804c011

CHANGELOG.md

@@ -5,6 +5,12 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## Unreleased
+
+### Added
+
+- Added the dividend yield (trailing twelve months) to the portfolio summary (experimental)
+
 ## 2.237.0 - 2026-02-08
 
 ### Changed

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

@@ -54,7 +54,8 @@ import {
   isWithinInterval,
   min,
   startOfYear,
-  subDays
+  subDays,
+  subYears
 } from 'date-fns';
 import { isNumber, sortBy, sum, uniqBy } from 'lodash';
 
@@ -118,6 +119,7 @@ export abstract class PortfolioCalculator {
     this.activities = activities
       .map(
         ({
+          currency,
           date,
           feeInAssetProfileCurrency,
           feeInBaseCurrency,
@@ -138,6 +140,7 @@ export abstract class PortfolioCalculator {
           }
 
           return {
+            currency,
             SymbolProfile,
             tags,
             type,
@@ -187,6 +190,7 @@ export abstract class PortfolioCalculator {
         activitiesCount: 0,
         createdAt: new Date(),
         currentValueInBaseCurrency: new Big(0),
+        dividendYieldTrailingTwelveMonths: 0,
         errors: [],
         hasErrors: false,
         historicalData: [],
@@ -403,7 +407,39 @@ export abstract class PortfolioCalculator {
         };
       }
 
+      // Calculate dividend yield based on trailing twelve months of dividends and investment (cost basis)
+      const twelveMonthsAgo = subYears(this.endDate, 1);
+      const dividendsLast12Months = this.activities
+        .filter(({ SymbolProfile, type, date }) => {
+          return (
+            SymbolProfile.symbol === item.symbol &&
+            type === 'DIVIDEND' &&
+            isWithinInterval(new Date(date), {
+              start: twelveMonthsAgo,
+              end: this.endDate
+            })
+          );
+        })
+        .reduce((sum, activity) => {
+          const activityCurrency =
+            activity.currency ?? activity.SymbolProfile.currency;
+          const exchangeRate =
+            exchangeRatesByCurrency[`${activityCurrency}${this.currency}`]?.[
+              format(new Date(activity.date), DATE_FORMAT)
+            ] ?? 1;
+          const dividendAmount = activity.quantity.mul(activity.unitPrice);
+          return sum.plus(dividendAmount.mul(exchangeRate));
+        }, new Big(0));
+
+      const dividendYieldTrailingTwelveMonths =
+        totalInvestmentWithCurrencyEffect.gt(0)
+          ? dividendsLast12Months
+              .div(totalInvestmentWithCurrencyEffect)
+              .toNumber()
+          : 0;
+
       positions.push({
+        dividendYieldTrailingTwelveMonths,
         includeInTotalAssetValue,
         timeWeightedInvestment,
         timeWeightedInvestmentWithCurrencyEffect,

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

@@ -237,6 +237,7 @@ describe('PortfolioCalculator', () => {
         dateOfFirstActivity: '2023-12-31',
         dividend: new Big(0),
         dividendInBaseCurrency: new Big(0),
+        dividendYieldTrailingTwelveMonths: 0,
         fee: new Big(0),
         feeInBaseCurrency: new Big(0),
         grossPerformance: new Big(0),

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-dividend-yield-multi-asset.spec.ts

@@ -0,0 +1,468 @@
+import {
+  activityDummyData,
+  symbolProfileDummyData,
+  userDummyData
+} from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
+import { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory';
+import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
+import { CurrentRateServiceMock } from '@ghostfolio/api/app/portfolio/current-rate.service.mock';
+import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
+import { RedisCacheServiceMock } from '@ghostfolio/api/app/redis-cache/redis-cache.service.mock';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
+import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
+import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock';
+import { parseDate } from '@ghostfolio/common/helper';
+import { Activity } from '@ghostfolio/common/interfaces';
+import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
+
+import { Big } from 'big.js';
+
+jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
+  return {
+    CurrentRateService: jest.fn().mockImplementation(() => {
+      return CurrentRateServiceMock;
+    })
+  };
+});
+
+jest.mock(
+  '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service',
+  () => {
+    return {
+      PortfolioSnapshotService: jest.fn().mockImplementation(() => {
+        return PortfolioSnapshotServiceMock;
+      })
+    };
+  }
+);
+
+jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
+  return {
+    RedisCacheService: jest.fn().mockImplementation(() => {
+      return RedisCacheServiceMock;
+    })
+  };
+});
+
+describe('PortfolioCalculator', () => {
+  let configurationService: ConfigurationService;
+  let currentRateService: CurrentRateService;
+  let exchangeRateDataService: ExchangeRateDataService;
+  let portfolioCalculatorFactory: PortfolioCalculatorFactory;
+  let portfolioSnapshotService: PortfolioSnapshotService;
+  let redisCacheService: RedisCacheService;
+
+  beforeEach(() => {
+    configurationService = new ConfigurationService();
+
+    currentRateService = new CurrentRateService(null, null, null, null);
+
+    exchangeRateDataService = new ExchangeRateDataService(
+      null,
+      null,
+      null,
+      null
+    );
+
+    portfolioSnapshotService = new PortfolioSnapshotService(null);
+
+    redisCacheService = new RedisCacheService(null, null);
+
+    portfolioCalculatorFactory = new PortfolioCalculatorFactory(
+      configurationService,
+      currentRateService,
+      exchangeRateDataService,
+      portfolioSnapshotService,
+      redisCacheService
+    );
+  });
+
+  describe('Multi-asset dividend yield', () => {
+    it('with MSFT and IBM positions verifies portfolio-wide dividend yield aggregation', async () => {
+      jest.useFakeTimers().setSystemTime(parseDate('2023-07-10').getTime());
+
+      const activities: Activity[] = [
+        // MSFT: 1 share @ 300, 4 quarterly dividends = 2.60 total
+        {
+          ...activityDummyData,
+          date: new Date('2021-09-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'BUY',
+          unitPriceInAssetProfileCurrency: 300
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2022-08-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.65
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2022-11-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.65
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2023-02-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.65
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2023-05-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.65
+        },
+        // IBM: 1 share @ 200, 4 quarterly dividends = 6.60 total
+        {
+          ...activityDummyData,
+          date: new Date('2021-10-01'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'IBM',
+            symbol: 'IBM'
+          },
+          type: 'BUY',
+          unitPriceInAssetProfileCurrency: 200
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2022-09-01'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'IBM',
+            symbol: 'IBM'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 1.65
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2022-12-01'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'IBM',
+            symbol: 'IBM'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 1.65
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2023-03-01'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'IBM',
+            symbol: 'IBM'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 1.65
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2023-06-01'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'IBM',
+            symbol: 'IBM'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 1.65
+        }
+      ];
+
+      const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
+        activities,
+        calculationType: PerformanceCalculationType.ROAI,
+        currency: 'USD',
+        userId: userDummyData.id
+      });
+
+      const portfolioSnapshot = await portfolioCalculator.computeSnapshot();
+
+      expect(portfolioSnapshot.positions).toHaveLength(2);
+
+      const msftPosition = portfolioSnapshot.positions.find(
+        ({ symbol }) => symbol === 'MSFT'
+      );
+      const ibmPosition = portfolioSnapshot.positions.find(
+        ({ symbol }) => symbol === 'IBM'
+      );
+
+      // MSFT: 2.60 dividends / 300 investment = 0.00867 (0.867%)
+      expect(msftPosition.dividendInBaseCurrency).toEqual(new Big('2.6'));
+      expect(msftPosition.investmentWithCurrencyEffect).toEqual(new Big('300'));
+      expect(msftPosition.dividendYieldTrailingTwelveMonths).toBeCloseTo(
+        2.6 / 300,
+        5
+      );
+
+      // IBM: 6.60 dividends / 200 investment = 0.033 (3.3%)
+      expect(ibmPosition.dividendInBaseCurrency).toEqual(new Big('6.6'));
+      expect(ibmPosition.investmentWithCurrencyEffect).toEqual(new Big('200'));
+      expect(ibmPosition.dividendYieldTrailingTwelveMonths).toBeCloseTo(
+        6.6 / 200,
+        5
+      );
+
+      // Portfolio-wide: (2.60 + 6.60) / (300 + 200) = 9.20 / 500 = 0.0184 (1.84%)
+      const totalDividends = new Big(msftPosition.dividendInBaseCurrency).plus(
+        ibmPosition.dividendInBaseCurrency
+      );
+      const totalInvestment = new Big(
+        msftPosition.investmentWithCurrencyEffect
+      ).plus(ibmPosition.investmentWithCurrencyEffect);
+
+      expect(totalDividends.toNumber()).toBe(9.2);
+      expect(totalInvestment.toNumber()).toBe(500);
+
+      // Verify portfolio-level dividend yield aggregation
+      expect(portfolioSnapshot).toHaveProperty(
+        'dividendYieldTrailingTwelveMonths'
+      );
+      expect(portfolioSnapshot.dividendYieldTrailingTwelveMonths).toBeCloseTo(
+        0.0184,
+        4
+      );
+    });
+
+    it('ignores dividends older than 12 months when aggregating portfolio yield', async () => {
+      jest.useFakeTimers().setSystemTime(parseDate('2023-07-10').getTime());
+
+      const activities: Activity[] = [
+        // MSFT: 1 share @ 300, 3 dividends total (one older than 12 months)
+        {
+          ...activityDummyData,
+          date: new Date('2021-09-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'BUY',
+          unitPriceInAssetProfileCurrency: 300
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2021-11-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.62
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2022-08-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.65
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2023-05-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.65
+        },
+        // IBM: 1 share @ 200, 2 dividends total (one older than 12 months)
+        {
+          ...activityDummyData,
+          date: new Date('2021-10-01'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'IBM',
+            symbol: 'IBM'
+          },
+          type: 'BUY',
+          unitPriceInAssetProfileCurrency: 200
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2022-06-01'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'IBM',
+            symbol: 'IBM'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 1.65
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2023-06-01'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'IBM',
+            symbol: 'IBM'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 1.65
+        }
+      ];
+
+      const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
+        activities,
+        calculationType: PerformanceCalculationType.ROAI,
+        currency: 'USD',
+        userId: userDummyData.id
+      });
+
+      const portfolioSnapshot = await portfolioCalculator.computeSnapshot();
+
+      const msftPosition = portfolioSnapshot.positions.find(
+        ({ symbol }) => symbol === 'MSFT'
+      );
+      const ibmPosition = portfolioSnapshot.positions.find(
+        ({ symbol }) => symbol === 'IBM'
+      );
+
+      expect(msftPosition.dividendInBaseCurrency).toEqual(new Big('1.92'));
+      expect(ibmPosition.dividendInBaseCurrency).toEqual(new Big('3.3'));
+
+      const msftDividendLast12Months = new Big('1.3');
+      const ibmDividendLast12Months = new Big('1.65');
+      const totalInvestment = new Big('500');
+
+      expect(msftPosition.dividendYieldTrailingTwelveMonths).toBeCloseTo(
+        msftDividendLast12Months.div(new Big('300')).toNumber(),
+        6
+      );
+      expect(ibmPosition.dividendYieldTrailingTwelveMonths).toBeCloseTo(
+        ibmDividendLast12Months.div(new Big('200')).toNumber(),
+        6
+      );
+
+      const expectedDividendYield = msftDividendLast12Months
+        .plus(ibmDividendLast12Months)
+        .div(totalInvestment)
+        .toNumber();
+
+      expect(portfolioSnapshot.dividendYieldTrailingTwelveMonths).toBeCloseTo(
+        expectedDividendYield,
+        6
+      );
+    });
+  });
+});

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-msft-buy-with-dividend.spec.ts

@@ -79,7 +79,7 @@ describe('PortfolioCalculator', () => {
   });
 
   describe('get current positions', () => {
-    it.only('with MSFT buy', async () => {
+    it('with MSFT buy', async () => {
       jest.useFakeTimers().setSystemTime(parseDate('2023-07-10').getTime());
 
       const activities: Activity[] = [
@@ -178,5 +178,155 @@ describe('PortfolioCalculator', () => {
         })
       );
     });
+
+    it('with MSFT buy and four quarterly dividends to calculate annualized dividend yield', async () => {
+      jest.useFakeTimers().setSystemTime(parseDate('2023-07-10').getTime());
+
+      const activities: Activity[] = [
+        {
+          ...activityDummyData,
+          date: new Date('2021-09-16'),
+          feeInAssetProfileCurrency: 19,
+          feeInBaseCurrency: 19,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'BUY',
+          unitPriceInAssetProfileCurrency: 298.58
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2022-08-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.62
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2022-11-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.68
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2023-02-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.68
+        },
+        {
+          ...activityDummyData,
+          date: new Date('2023-05-16'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: 'DIVIDEND',
+          unitPriceInAssetProfileCurrency: 0.68
+        }
+      ];
+
+      const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
+        activities,
+        calculationType: PerformanceCalculationType.ROAI,
+        currency: 'USD',
+        userId: userDummyData.id
+      });
+
+      const portfolioSnapshot = await portfolioCalculator.computeSnapshot();
+
+      expect(portfolioSnapshot).toMatchObject({
+        errors: [],
+        hasErrors: false,
+        positions: [
+          {
+            activitiesCount: 5,
+            averagePrice: new Big('298.58'),
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            dateOfFirstActivity: '2021-09-16',
+            dividend: new Big('2.66'),
+            dividendInBaseCurrency: new Big('2.66'),
+            fee: new Big('19'),
+            quantity: new Big('1'),
+            symbol: 'MSFT',
+            tags: []
+          }
+        ],
+        totalFeesWithCurrencyEffect: new Big('19'),
+        totalInterestWithCurrencyEffect: new Big('0'),
+        totalInvestment: new Big('298.58'),
+        totalInvestmentWithCurrencyEffect: new Big('298.58'),
+        totalLiabilitiesWithCurrencyEffect: new Big('0')
+      });
+
+      // Verify position-level dividend yield
+      const position = portfolioSnapshot.positions[0];
+      expect(position).toHaveProperty('dividendYieldTrailingTwelveMonths');
+      expect(position.dividendYieldTrailingTwelveMonths).toBeGreaterThan(0);
+
+      const expectedPositionYield = new Big(position.dividendInBaseCurrency)
+        .div(position.investmentWithCurrencyEffect)
+        .toNumber();
+      expect(position.dividendYieldTrailingTwelveMonths).toBeCloseTo(
+        expectedPositionYield,
+        10
+      );
+      expect(expectedPositionYield).toBeCloseTo(0.00891, 3); // ~0.89% yield on cost
+
+      // Verify portfolio-level dividend yield
+      expect(portfolioSnapshot).toHaveProperty(
+        'dividendYieldTrailingTwelveMonths'
+      );
+      expect(portfolioSnapshot.dividendYieldTrailingTwelveMonths).toBeCloseTo(
+        expectedPositionYield,
+        10
+      );
+
+      expect(portfolioSnapshot.historicalData.at(-1)).toMatchObject(
+        expect.objectContaining({
+          totalInvestmentValueWithCurrencyEffect: 298.58
+        })
+      );
+    });
   });
 });

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

@@ -34,6 +34,7 @@ export class RoaiPortfolioCalculator extends PortfolioCalculator {
     let grossPerformanceWithCurrencyEffect = new Big(0);
     let hasErrors = false;
     let netPerformance = new Big(0);
+    let totalDividendsTrailingTwelveMonthsInBaseCurrency = new Big(0);
     let totalFeesWithCurrencyEffect = new Big(0);
     const totalInterestWithCurrencyEffect = new Big(0);
     let totalInvestment = new Big(0);
@@ -46,6 +47,15 @@ export class RoaiPortfolioCalculator extends PortfolioCalculator {
         return includeInTotalAssetValue;
       }
     )) {
+      if (currentPosition.investmentWithCurrencyEffect) {
+        totalDividendsTrailingTwelveMonthsInBaseCurrency =
+          totalDividendsTrailingTwelveMonthsInBaseCurrency.plus(
+            new Big(currentPosition.dividendYieldTrailingTwelveMonths ?? 0).mul(
+              currentPosition.investmentWithCurrencyEffect
+            )
+          );
+      }
+
       if (currentPosition.feeInBaseCurrency) {
         totalFeesWithCurrencyEffect = totalFeesWithCurrencyEffect.plus(
           currentPosition.feeInBaseCurrency
@@ -105,8 +115,17 @@ export class RoaiPortfolioCalculator extends PortfolioCalculator {
       }
     }
 
+    // Calculate dividend yield for the entire portfolio based on trailing twelve months
+    const dividendYieldTrailingTwelveMonths =
+      totalInvestmentWithCurrencyEffect.gt(0)
+        ? totalDividendsTrailingTwelveMonthsInBaseCurrency
+            .div(totalInvestmentWithCurrencyEffect)
+            .toNumber()
+        : 0;
+
     return {
       currentValueInBaseCurrency,
+      dividendYieldTrailingTwelveMonths,
       hasErrors,
       positions,
       totalFeesWithCurrencyEffect,
@@ -303,6 +322,7 @@ export class RoaiPortfolioCalculator extends PortfolioCalculator {
 
     // Add a synthetic order at the start and the end date
     orders.push({
+      currency: undefined,
       date: startDateString,
       fee: new Big(0),
       feeInBaseCurrency: new Big(0),
@@ -318,6 +338,7 @@ export class RoaiPortfolioCalculator extends PortfolioCalculator {
     });
 
     orders.push({
+      currency: undefined,
       date: endDateString,
       fee: new Big(0),
       feeInBaseCurrency: new Big(0),
@@ -359,6 +380,7 @@ export class RoaiPortfolioCalculator extends PortfolioCalculator {
         }
       } else {
         orders.push({
+          currency: undefined,
           date: dateString,
           fee: new Big(0),
           feeInBaseCurrency: new Big(0),

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

@@ -64,6 +64,15 @@ function mockGetValue(symbol: string, date: Date) {
 
       return { marketPrice: 0 };
 
+    case 'IBM':
+      if (isSameDay(parseDate('2021-10-01'), date)) {
+        return { marketPrice: 140.5 };
+      } else if (isSameDay(parseDate('2023-07-10'), date)) {
+        return { marketPrice: 145.2 };
+      }
+
+      return { marketPrice: 0 };
+
     case 'MSFT':
       if (isSameDay(parseDate('2021-09-16'), date)) {
         return { marketPrice: 89.12 };

apps/api/src/app/portfolio/interfaces/portfolio-order.interface.ts

@@ -1,6 +1,9 @@
 import { Activity } from '@ghostfolio/common/interfaces';
 
-export interface PortfolioOrder extends Pick<Activity, 'tags' | 'type'> {
+export interface PortfolioOrder extends Pick<
+  Activity,
+  'currency' | 'tags' | 'type'
+> {
   date: string;
   fee: Big;
   feeInBaseCurrency: Big;

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

@@ -0,0 +1,176 @@
+import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator';
+import {
+  activityDummyData,
+  symbolProfileDummyData,
+  userDummyData
+} from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
+import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
+import { Activity } from '@ghostfolio/common/interfaces';
+import { RequestWithUser } from '@ghostfolio/common/types';
+
+import { Type as ActivityType } from '@prisma/client';
+import { Big } from 'big.js';
+
+import { PortfolioService } from './portfolio.service';
+
+describe('PortfolioService', () => {
+  describe('getSummary', () => {
+    beforeEach(() => {
+      jest.useFakeTimers().setSystemTime(new Date('2023-07-10'));
+    });
+
+    afterEach(() => {
+      jest.useRealTimers();
+      jest.restoreAllMocks();
+    });
+
+    it('returns dividendYieldTrailingTwelveMonths from the calculator snapshot', async () => {
+      const activities: Activity[] = [
+        {
+          ...activityDummyData,
+          currency: 'USD',
+          date: new Date('2023-06-01'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 2,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: ActivityType.BUY,
+          unitPrice: 50,
+          unitPriceInAssetProfileCurrency: 50,
+          value: 100,
+          valueInBaseCurrency: 100
+        },
+        {
+          ...activityDummyData,
+          currency: 'USD',
+          date: new Date('2023-06-02'),
+          feeInAssetProfileCurrency: 0,
+          feeInBaseCurrency: 0,
+          quantity: 1,
+          SymbolProfile: {
+            ...symbolProfileDummyData,
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            name: 'Microsoft Inc.',
+            symbol: 'MSFT'
+          },
+          type: ActivityType.SELL,
+          unitPrice: 40,
+          unitPriceInAssetProfileCurrency: 40,
+          value: 40,
+          valueInBaseCurrency: 40
+        }
+      ];
+
+      const exchangeRateDataService = {
+        toCurrency: jest.fn((value: number) => value)
+      };
+
+      const orderService = {
+        getOrders: jest.fn().mockResolvedValue({ activities })
+      };
+
+      const userService = {
+        user: jest.fn().mockResolvedValue({
+          id: userDummyData.id,
+          settings: {
+            settings: {
+              baseCurrency: DEFAULT_CURRENCY,
+              emergencyFund: 0
+            }
+          }
+        })
+      };
+
+      const accountService = {
+        getCashDetails: jest.fn().mockResolvedValue({
+          balanceInBaseCurrency: 1000
+        })
+      };
+
+      const impersonationService = {
+        validateImpersonationId: jest.fn().mockResolvedValue(undefined)
+      };
+
+      const request = {
+        user: {
+          id: userDummyData.id,
+          settings: { settings: { baseCurrency: DEFAULT_CURRENCY } }
+        }
+      } as RequestWithUser;
+
+      const portfolioCalculator = {
+        getDividendInBaseCurrency: jest.fn().mockResolvedValue(new Big(12)),
+        getFeesInBaseCurrency: jest.fn().mockResolvedValue(new Big(4)),
+        getInterestInBaseCurrency: jest.fn().mockResolvedValue(new Big(1)),
+        getLiabilitiesInBaseCurrency: jest.fn().mockResolvedValue(new Big(6)),
+        getSnapshot: jest.fn().mockResolvedValue({
+          dividendYieldTrailingTwelveMonths: 0.0123,
+          currentValueInBaseCurrency: new Big(500),
+          totalInvestment: new Big(400)
+        }),
+        getStartDate: jest.fn().mockReturnValue(new Date('2023-01-01'))
+      } as unknown as PortfolioCalculator;
+
+      const service = new PortfolioService(
+        {} as any,
+        accountService as any,
+        {} as any,
+        {} as any,
+        {} as any,
+        exchangeRateDataService as any,
+        {} as any,
+        impersonationService as any,
+        orderService as any,
+        request,
+        {} as any,
+        {} as any,
+        userService as any
+      );
+
+      jest.spyOn(service, 'getPerformance').mockResolvedValue({
+        performance: {
+          netPerformance: 20,
+          netPerformancePercentage: 0.05,
+          netPerformancePercentageWithCurrencyEffect: 0.05,
+          netPerformanceWithCurrencyEffect: 20
+        }
+      } as any);
+
+      const summary = await (service as any).getSummary({
+        balanceInBaseCurrency: 1000,
+        emergencyFundHoldingsValueInBaseCurrency: 0,
+        filteredValueInBaseCurrency: new Big(200),
+        impersonationId: userDummyData.id,
+        portfolioCalculator,
+        userCurrency: DEFAULT_CURRENCY,
+        userId: userDummyData.id
+      });
+
+      expect(portfolioCalculator.getSnapshot).toHaveBeenCalledTimes(1);
+      expect(summary).toMatchObject({
+        dividendYieldTrailingTwelveMonths: 0.0123,
+        cash: 1000,
+        committedFunds: 60,
+        dividendInBaseCurrency: 12,
+        fees: 4,
+        grossPerformance: 24,
+        grossPerformanceWithCurrencyEffect: 24,
+        interestInBaseCurrency: 1,
+        liabilitiesInBaseCurrency: 6,
+        totalBuy: 100,
+        totalInvestment: 400,
+        totalSell: 40,
+        totalValueInBaseCurrency: 1494
+      });
+      expect(summary.activityCount).toBe(2);
+      expect(summary.dateOfFirstActivity).toEqual(new Date('2023-01-01'));
+    });
+  });
+});

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

@@ -1860,8 +1860,11 @@ export class PortfolioService {
       }
     }
 
-    const { currentValueInBaseCurrency, totalInvestment } =
+    const {
-      await portfolioCalculator.getSnapshot();
+      currentValueInBaseCurrency,
+      dividendYieldTrailingTwelveMonths,
+      totalInvestment
+    } = await portfolioCalculator.getSnapshot();
 
     const { performance } = await this.getPerformance({
       impersonationId,
@@ -1963,6 +1966,7 @@ export class PortfolioService {
       annualizedPerformancePercentWithCurrencyEffect,
       cash,
       dateOfFirstActivity,
+      dividendYieldTrailingTwelveMonths,
       excludedAccountsAndActivities,
       netPerformance,
       netPerformancePercentage,

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

@@ -374,4 +374,25 @@
       />
     </div>
   </div>
+  @if (user?.settings?.isExperimentalFeatures) {
+    <div class="flex-nowrap px-3 py-1 row">
+      <div class="flex-grow-1 ml-3 text-truncate">
+        <ng-container i18n>Dividend Yield</ng-container> (<ng-container i18n
+          >Trailing Twelve Months</ng-container
+        >)
+      </div>
+      <div class="flex-column flex-wrap justify-content-end">
+        <gf-value
+          class="justify-content-end"
+          position="end"
+          [colorizeSign]="true"
+          [isPercent]="true"
+          [locale]="locale"
+          [value]="
+            isLoading ? undefined : summary?.dividendYieldTrailingTwelveMonths
+          "
+        />
+      </div>
+    </div>
+  }
 </div>

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

@@ -40,7 +40,7 @@
       </trans-unit>
       <trans-unit id="9153520284278555926" datatype="html">
         <source>please</source>
-        <target state="translated">por favor</target>
+        <target state="new">please</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/pricing/pricing-page.html</context>
           <context context-type="linenumber">333</context>
@@ -84,7 +84,7 @@
       </trans-unit>
       <trans-unit id="1351814922314683865" datatype="html">
         <source>with</source>
-        <target state="translated">con</target>
+        <target state="new">with</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">87</context>
@@ -368,7 +368,7 @@
       </trans-unit>
       <trans-unit id="5611965261696422586" datatype="html">
         <source>and is driven by the efforts of its <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://github.com/ghostfolio/ghostfolio/graphs/contributors&quot; title=&quot;Contributors to Ghostfolio&quot; &gt;"/>contributors<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/></source>
-        <target state="translated">y es impulsado por los esfuerzos de sus <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://github.com/ghostfolio/ghostfolio/graphs/contributors&quot; title=&quot;Contributors to Ghostfolio&quot; &gt;"/>contribuidores<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/></target>
+        <target state="new">and is driven by the efforts of its <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://github.com/ghostfolio/ghostfolio/graphs/contributors&quot; title=&quot;Contributors to Ghostfolio&quot; &gt;"/>contributors<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/></target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">49</context>
@@ -652,7 +652,7 @@
       </trans-unit>
       <trans-unit id="2395205455607568422" datatype="html">
         <source>No auto-renewal on membership.</source>
-        <target state="translated">No se renueva automáticamente la membresía.</target>
+        <target state="new">No auto-renewal on membership.</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">74</context>
@@ -1096,7 +1096,7 @@
       </trans-unit>
       <trans-unit id="366169681580494481" datatype="html">
         <source>Performance with currency effect</source>
-        <target state="translated">Rendimiento con el efecto del tipo de cambio de divisa</target>
+        <target state="new">Performance with currency effect</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
           <context context-type="linenumber">135</context>
@@ -1912,7 +1912,7 @@
       </trans-unit>
       <trans-unit id="6004588582437169024" datatype="html">
         <source>Current week</source>
-        <target state="translated">Semana actual</target>
+        <target state="new">Current week</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">191</context>
@@ -2076,7 +2076,7 @@
       </trans-unit>
       <trans-unit id="7500665368930738879" datatype="html">
         <source>or start a discussion at</source>
-        <target state="translated">o iniciar una discusión en</target>
+        <target state="new">or start a discussion at</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">94</context>
@@ -2148,7 +2148,7 @@
       </trans-unit>
       <trans-unit id="2003818202621229370" datatype="html">
         <source>Sustainable retirement income</source>
-        <target state="translated">Ingreso sostenible de retiro</target>
+        <target state="new">Sustainable retirement income</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">41</context>
@@ -2320,7 +2320,7 @@
       </trans-unit>
       <trans-unit id="1531212547408073567" datatype="html">
         <source>contact us</source>
-        <target state="translated">contactarnos</target>
+        <target state="new">contact us</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/pricing/pricing-page.html</context>
           <context context-type="linenumber">336</context>
@@ -2420,7 +2420,7 @@
       </trans-unit>
       <trans-unit id="7934616470747135563" datatype="html">
         <source>Latest activities</source>
-        <target state="translated">Últimas actividades</target>
+        <target state="new">Latest activities</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
           <context context-type="linenumber">211</context>
@@ -2536,7 +2536,7 @@
       </trans-unit>
       <trans-unit id="5211792611718918888" datatype="html">
         <source>annual interest rate</source>
-        <target state="translated">tasa de interés anual</target>
+        <target state="new">annual interest rate</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">185</context>
@@ -2656,7 +2656,7 @@
       </trans-unit>
       <trans-unit id="7341990227686441824" datatype="html">
         <source>Could not validate form</source>
-        <target state="translated">No se pudo validar el formulario</target>
+        <target state="new">Could not validate form</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">554</context>
@@ -2892,7 +2892,7 @@
       </trans-unit>
       <trans-unit id="8966698274727122602" datatype="html">
         <source>Authentication</source>
-        <target state="translated">Autenticación</target>
+        <target state="new">Authentication</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-detail-dialog/user-detail-dialog.html</context>
           <context context-type="linenumber">35</context>
@@ -3044,7 +3044,7 @@
       </trans-unit>
       <trans-unit id="3227075298129844075" datatype="html">
         <source>If you retire today, you would be able to withdraw</source>
-        <target state="translated">Si te retirases hoy, podrías sacar</target>
+        <target state="new">If you retire today, you would be able to withdraw</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">68</context>
@@ -3112,7 +3112,7 @@
       </trans-unit>
       <trans-unit id="7763941937414903315" datatype="html">
         <source>Looking for a student discount?</source>
-        <target state="translated">¿Buscando un descuento para estudiantes?</target>
+        <target state="new">Looking for a student discount?</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/pricing/pricing-page.html</context>
           <context context-type="linenumber">342</context>
@@ -3348,7 +3348,7 @@
       </trans-unit>
       <trans-unit id="936060984157466006" datatype="html">
         <source>Everything in <x id="START_TAG_STRONG" ctype="x-strong" equiv-text="&lt;strong&gt;"/>Basic<x id="CLOSE_TAG_STRONG" ctype="x-strong" equiv-text="&lt;/strong&gt;"/>, plus</source>
-        <target state="translated">Todo en <x id="START_TAG_STRONG" ctype="x-strong" equiv-text="&lt;strong&gt;"/>Básico<x id="CLOSE_TAG_STRONG" ctype="x-strong" equiv-text="&lt;/strong&gt;"/>, más</target>
+        <target state="new">Everything in <x id="START_TAG_STRONG" ctype="x-strong" equiv-text="&lt;strong&gt;"/>Basic<x id="CLOSE_TAG_STRONG" ctype="x-strong" equiv-text="&lt;/strong&gt;"/>, plus</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/pricing/pricing-page.html</context>
           <context context-type="linenumber">199</context>
@@ -3608,7 +3608,7 @@
       </trans-unit>
       <trans-unit id="7498591289549626867" datatype="html">
         <source>Could not save asset profile</source>
-        <target state="translated">No se pudo guardar el perfil del activo</target>
+        <target state="new">Could not save asset profile</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">588</context>
@@ -3812,7 +3812,7 @@
       </trans-unit>
       <trans-unit id="7702646444963497962" datatype="html">
         <source>By</source>
-        <target state="translated">Por</target>
+        <target state="new">By</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">139</context>
@@ -3828,7 +3828,7 @@
       </trans-unit>
       <trans-unit id="4340477809050781416" datatype="html">
         <source>Current year</source>
-        <target state="translated">Año actual</target>
+        <target state="new">Current year</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">199</context>
@@ -3864,7 +3864,7 @@
       </trans-unit>
       <trans-unit id="8319378030525016917" datatype="html">
         <source>Asset profile has been saved</source>
-        <target state="translated">El perfil del activo ha sido guardado</target>
+        <target state="new">Asset profile has been saved</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">578</context>
@@ -4056,7 +4056,7 @@
       </trans-unit>
       <trans-unit id="1468015720862673946" datatype="html">
         <source>View Details</source>
-        <target state="translated">Ver detalles</target>
+        <target state="new">View Details</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
           <context context-type="linenumber">225</context>
@@ -4192,7 +4192,7 @@
       </trans-unit>
       <trans-unit id="3556628518893194463" datatype="html">
         <source>per week</source>
-        <target state="translated">por semana</target>
+        <target state="new">per week</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">130</context>
@@ -4216,7 +4216,7 @@
       </trans-unit>
       <trans-unit id="577204259483334667" datatype="html">
         <source>and we share aggregated <x id="START_LINK" ctype="x-a" equiv-text="&lt;a title=&quot;Open Startup&quot; [routerLink]=&quot;routerLinkOpenStartup&quot; &gt;"/>key metrics<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/> of the platform’s performance</source>
-        <target state="translated">y compartimos agregados <x id="START_LINK" ctype="x-a" equiv-text="&lt;a title=&quot;Open Startup&quot; [routerLink]=&quot;routerLinkOpenStartup&quot; &gt;"/>métricas clave<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/> del rendimiento de la plataforma</target>
+        <target state="new">and we share aggregated <x id="START_LINK" ctype="x-a" equiv-text="&lt;a title=&quot;Open Startup&quot; [routerLink]=&quot;routerLinkOpenStartup&quot; &gt;"/>key metrics<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/> of the platform’s performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">32</context>
@@ -4260,7 +4260,7 @@
       </trans-unit>
       <trans-unit id="5271053765919315173" datatype="html">
         <source>Website of Thomas Kaul</source>
-        <target state="translated">Sitio web de Thomas Kaul</target>
+        <target state="new">Website of Thomas Kaul</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">44</context>
@@ -4440,7 +4440,7 @@
       </trans-unit>
       <trans-unit id="2145636458848553570" datatype="html">
         <source>Sign in with OpenID Connect</source>
-        <target state="translated">Iniciar sesión con OpenID Connect</target>
+        <target state="new">Sign in with OpenID Connect</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/login-with-access-token-dialog/login-with-access-token-dialog.html</context>
           <context context-type="linenumber">55</context>
@@ -4532,7 +4532,7 @@
       </trans-unit>
       <trans-unit id="5289957034780335504" datatype="html">
         <source>The source code is fully available as <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://github.com/ghostfolio/ghostfolio&quot; title=&quot;Find Ghostfolio on GitHub&quot; &gt;"/>open source software<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/> (OSS) under the <x id="START_LINK_1" equiv-text="&lt;a href=&quot;https://www.gnu.org/licenses/agpl-3.0.html&quot; title=&quot;GNU Affero General Public License&quot; &gt;"/>AGPL-3.0 license<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/></source>
-        <target state="translated">El código fuente está disponible completamente en <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://github.com/ghostfolio/ghostfolio&quot; title=&quot;Find Ghostfolio on GitHub&quot; &gt;"/>software de código abierto<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/> (OSS) bajo la <x id="START_LINK_1" equiv-text="&lt;a href=&quot;https://www.gnu.org/licenses/agpl-3.0.html&quot; title=&quot;GNU Affero General Public License&quot; &gt;"/>licencia AGPL-3.0<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/></target>
+        <target state="new">The source code is fully available as <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://github.com/ghostfolio/ghostfolio&quot; title=&quot;Find Ghostfolio on GitHub&quot; &gt;"/>open source software<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/> (OSS) under the <x id="START_LINK_1" equiv-text="&lt;a href=&quot;https://www.gnu.org/licenses/agpl-3.0.html&quot; title=&quot;GNU Affero General Public License&quot; &gt;"/>AGPL-3.0 license<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/></target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">16</context>
@@ -4604,7 +4604,7 @@
       </trans-unit>
       <trans-unit id="3004519800638083911" datatype="html">
         <source>this is projected to increase to</source>
-        <target state="translated">esto se proyecta a aumentar a</target>
+        <target state="new">this is projected to increase to</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">147</context>
@@ -4656,7 +4656,7 @@
       </trans-unit>
       <trans-unit id="3627006945295714424" datatype="html">
         <source>Job ID</source>
-        <target state="translated">ID de trabajo</target>
+        <target state="new">Job ID</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
           <context context-type="linenumber">34</context>
@@ -4740,7 +4740,7 @@
       </trans-unit>
       <trans-unit id="8553460997100418147" datatype="html">
         <source>for</source>
-        <target state="translated">para</target>
+        <target state="new">for</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">128</context>
@@ -4764,7 +4764,7 @@
       </trans-unit>
       <trans-unit id="5134951682994822188" datatype="html">
         <source>Could not parse scraper configuration</source>
-        <target state="translated">No se pudo analizar la configuración del scraper</target>
+        <target state="new">Could not parse scraper configuration</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">509</context>
@@ -4808,7 +4808,7 @@
       </trans-unit>
       <trans-unit id="9187635907883145155" datatype="html">
         <source>Edit access</source>
-        <target state="translated">Editar acceso</target>
+        <target state="new">Edit access</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.html</context>
           <context context-type="linenumber">11</context>
@@ -4880,7 +4880,7 @@
       </trans-unit>
       <trans-unit id="8984201769958269296" datatype="html">
         <source>Get access to 80’000+ tickers from over 50 exchanges</source>
-        <target state="translated">Obtén acceso a más de 80,000 tickers de más de 50 exchanges</target>
+        <target state="new">Get access to 80’000+ tickers from over 50 exchanges</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">84</context>
@@ -5064,7 +5064,7 @@
       </trans-unit>
       <trans-unit id="8014012170270529279" datatype="html">
         <source>less than</source>
-        <target state="translated">menos que</target>
+        <target state="new">less than</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">129</context>
@@ -5354,7 +5354,7 @@
       </trans-unit>
       <trans-unit id="4257439615478050183" datatype="html">
         <source>Ghostfolio Status</source>
-        <target state="translated">Estado de Ghostfolio</target>
+        <target state="new">Ghostfolio Status</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">62</context>
@@ -5362,7 +5362,7 @@
       </trans-unit>
       <trans-unit id="4275978599610634089" datatype="html">
         <source>with your university e-mail address</source>
-        <target state="translated">con tu dirección de correo electrónico de la universidad</target>
+        <target state="new">with your university e-mail address</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/pricing/pricing-page.html</context>
           <context context-type="linenumber">348</context>
@@ -5382,7 +5382,7 @@
       </trans-unit>
       <trans-unit id="70768492340592330" datatype="html">
         <source>and a safe withdrawal rate (SWR) of</source>
-        <target state="translated">y una tasa de retiro segura (SWR) de</target>
+        <target state="new">and a safe withdrawal rate (SWR) of</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">108</context>
@@ -5546,7 +5546,7 @@
       </trans-unit>
       <trans-unit id="5276907121760788823" datatype="html">
         <source>Request it</source>
-        <target state="translated">Solicitar</target>
+        <target state="new">Request it</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/pricing/pricing-page.html</context>
           <context context-type="linenumber">344</context>
@@ -5602,7 +5602,7 @@
       </trans-unit>
       <trans-unit id="page.fire.projected.1" datatype="html">
         <source>,</source>
-        <target state="translated">,</target>
+        <target state="new">,</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">145</context>
@@ -5618,7 +5618,7 @@
       </trans-unit>
       <trans-unit id="4905798562247431262" datatype="html">
         <source>per month</source>
-        <target state="translated">por mes</target>
+        <target state="new">per month</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">94</context>
@@ -5866,7 +5866,7 @@
       </trans-unit>
       <trans-unit id="858192247408211331" datatype="html">
         <source>here</source>
-        <target state="translated">aquí</target>
+        <target state="new">here</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/pricing/pricing-page.html</context>
           <context context-type="linenumber">347</context>
@@ -5874,7 +5874,7 @@
       </trans-unit>
       <trans-unit id="1600023202562292052" datatype="html">
         <source>Close Holding</source>
-        <target state="translated">Cerrar posición</target>
+        <target state="new">Close Holding</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">442</context>
@@ -6175,7 +6175,7 @@
       </trans-unit>
       <trans-unit id="7309206099560156141" datatype="html">
         <source>{VAR_PLURAL, plural, =1 {activity} other {activities}}</source>
-        <target state="translated">{VAR_PLURAL, plural, =1 {actividad} other {actividades}}</target>
+        <target state="new">{VAR_PLURAL, plural, =1 {activity} other {activities}}</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>
@@ -6255,7 +6255,7 @@
       </trans-unit>
       <trans-unit id="5707368132268957392" datatype="html">
         <source>Include in</source>
-        <target state="translated">Incluir en</target>
+        <target state="new">Include in</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html</context>
           <context context-type="linenumber">374</context>
@@ -6539,7 +6539,7 @@
       </trans-unit>
       <trans-unit id="3477953895055172777" datatype="html">
         <source>View Holding</source>
-        <target state="translated">Ver fondos</target>
+        <target state="new">View Holding</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
           <context context-type="linenumber">450</context>
@@ -6683,7 +6683,7 @@
       </trans-unit>
       <trans-unit id="4762855117875399861" datatype="html">
         <source>Oops! Could not update access.</source>
-        <target state="translated">Oops! No se pudo actualizar el acceso.</target>
+        <target state="new">Oops! Could not update access.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.component.ts</context>
           <context context-type="linenumber">178</context>
@@ -6691,7 +6691,7 @@
       </trans-unit>
       <trans-unit id="1355312194390410495" datatype="html">
         <source>, based on your total assets of</source>
-        <target state="translated">, basado en tus activos totales de</target>
+        <target state="new">, based on your total assets of</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">96</context>
@@ -6763,7 +6763,7 @@
       </trans-unit>
       <trans-unit id="7819314041543176992" datatype="html">
         <source>Close</source>
-        <target state="translated">Cerrar</target>
+        <target state="translated">Cerca</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html</context>
           <context context-type="linenumber">594</context>
@@ -6807,7 +6807,7 @@
       </trans-unit>
       <trans-unit id="4145496584631696119" datatype="html">
         <source>Role</source>
-        <target state="translated">Rol</target>
+        <target state="new">Role</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-detail-dialog/user-detail-dialog.html</context>
           <context context-type="linenumber">14</context>
@@ -6839,7 +6839,7 @@
       </trans-unit>
       <trans-unit id="8375528527939577247" datatype="html">
         <source><x id="START_BLOCK_IF" equiv-text="@if ( SymbolProfile?.currency &amp;&amp; data.baseCurrency !== 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="translated"><x id="START_BLOCK_IF" equiv-text="@if ( SymbolProfile?.currency &amp;&amp; data.baseCurrency !== SymbolProfile?.currency ) {"/> Cambiar con efecto de cambio dedivisa <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Cambiar <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></target>
+        <target state="new"><x id="START_BLOCK_IF" equiv-text="@if ( SymbolProfile?.currency &amp;&amp; data.baseCurrency !== 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>
         <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">63</context>
@@ -6847,7 +6847,7 @@
       </trans-unit>
       <trans-unit id="6602358241522477056" datatype="html">
         <source>If you plan to open an account at</source>
-        <target state="translated">Si planeas abrir una cuenta en</target>
+        <target state="new">If you plan to open an account at</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/pricing/pricing-page.html</context>
           <context context-type="linenumber">312</context>
@@ -6855,7 +6855,7 @@
       </trans-unit>
       <trans-unit id="6608617124920241143" datatype="html">
         <source><x id="START_BLOCK_IF" equiv-text="@if ( SymbolProfile?.currency &amp;&amp; data.baseCurrency !== 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="translated"><x id="START_BLOCK_IF" equiv-text="@if ( SymbolProfile?.currency &amp;&amp; data.baseCurrency !== SymbolProfile?.currency ) {"/> Rendimiento con cambio de divisa <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Rendimiento <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></target>
+        <target state="new"><x id="START_BLOCK_IF" equiv-text="@if ( SymbolProfile?.currency &amp;&amp; data.baseCurrency !== 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>
         <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">83</context>
@@ -6879,7 +6879,7 @@
       </trans-unit>
       <trans-unit id="6664504469290651320" datatype="html">
         <source>send an e-mail to</source>
-        <target state="translated">enviar un correo electrónico a</target>
+        <target state="new">send an e-mail to</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">87</context>
@@ -6951,7 +6951,7 @@
       </trans-unit>
       <trans-unit id="2878377610946588870" datatype="html">
         <source>, assuming a</source>
-        <target state="translated">, asumiendo un</target>
+        <target state="new">, assuming a</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">174</context>
@@ -6959,7 +6959,7 @@
       </trans-unit>
       <trans-unit id="7522916136412124285" datatype="html">
         <source>to use our referral link and get a Ghostfolio Premium membership for one year</source>
-        <target state="translated">para usar nuestro enlace de referido y obtener una membresía Ghostfolio Premium por un año</target>
+        <target state="new">to use our referral link and get a Ghostfolio Premium membership for one year</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/pricing/pricing-page.html</context>
           <context context-type="linenumber">340</context>
@@ -7039,7 +7039,7 @@
       </trans-unit>
       <trans-unit id="3528767106831563012" datatype="html">
         <source>Ghostfolio is a lightweight wealth management application for individuals to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.</source>
-        <target state="translated">Ghostfolio es una aplicación de gestión de patrimonio para aquellos individuos que desean realizar un seguimiento de acciones, ETFs o criptomonedas y tomar decisiones de inversión sólidas y basadas en datos.</target>
+        <target state="new">Ghostfolio is a lightweight wealth management application for individuals to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">10</context>
@@ -7353,7 +7353,7 @@
       </trans-unit>
       <trans-unit id="1789421195684815451" datatype="html">
         <source>Check the system status at</source>
-        <target state="translated">Verificar el estado del sistema en</target>
+        <target state="new">Check the system status at</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">57</context>
@@ -7369,7 +7369,7 @@
       </trans-unit>
       <trans-unit id="7825231215382064101" datatype="html">
         <source>Change with currency effect</source>
-        <target state="translated">Cambiar con el efecto del tipo de cambio de divisa</target>
+        <target state="new">Change with currency effect</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
           <context context-type="linenumber">116</context>
@@ -7509,7 +7509,7 @@
       </trans-unit>
       <trans-unit id="1325095699053123251" datatype="html">
         <source>The project has been initiated by</source>
-        <target state="translated">El proyecto ha sido iniciado por</target>
+        <target state="new">The project has been initiated by</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">40</context>
@@ -7533,7 +7533,7 @@
       </trans-unit>
       <trans-unit id="5004550577313573215" datatype="html">
         <source>Total amount</source>
-        <target state="translated">Cantidad total</target>
+        <target state="new">Total amount</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
           <context context-type="linenumber">95</context>
@@ -7625,7 +7625,7 @@
       </trans-unit>
       <trans-unit id="6752851341939241310" datatype="html">
         <source>Find account, holding or page...</source>
-        <target state="translated">Buscar cuenta, posición o página...</target>
+        <target state="new">Find account, holding or page...</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.component.ts</context>
           <context context-type="linenumber">151</context>
@@ -8049,7 +8049,7 @@
       </trans-unit>
       <trans-unit id="7383756232563820625" datatype="html">
         <source>Current month</source>
-        <target state="translated">Mes actual</target>
+        <target state="new">Current month</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
           <context context-type="linenumber">195</context>
@@ -8234,7 +8234,7 @@
       </trans-unit>
       <trans-unit id="5199695670214400859" datatype="html">
         <source>If you encounter a bug, would like to suggest an improvement or a new <x id="START_LINK" ctype="x-a" equiv-text="&lt;a [routerLink]=&quot;routerLinkFeatures&quot;&gt;"/>feature<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/>, please join the Ghostfolio <x id="START_LINK_1" equiv-text="&lt;a href=&quot;https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg&quot; title=&quot;Join the Ghostfolio Slack community&quot; &gt;"/>Slack<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/> community, post to <x id="START_LINK_2" equiv-text="&lt;a href=&quot;https://x.com/ghostfolio_&quot; title=&quot;Post to Ghostfolio on X (formerly Twitter)&quot; &gt;"/>@ghostfolio_<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/></source>
-        <target state="translated">Si encuentras un error, deseas sugerir una mejora o una nueva <x id="START_LINK" ctype="x-a" equiv-text="&lt;a [routerLink]=&quot;routerLinkFeatures&quot;&gt;"/>característica<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/>, por favor únete a la comunidad Ghostfolio <x id="START_LINK_1" equiv-text="&lt;a href=&quot;https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg&quot; title=&quot;Join the Ghostfolio Slack community&quot; &gt;"/>Slack<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/>, publica en <x id="START_LINK_2" equiv-text="&lt;a href=&quot;https://x.com/ghostfolio_&quot; title=&quot;Post to Ghostfolio on X (formerly Twitter)&quot; &gt;"/>@ghostfolio_<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/></target>
+        <target state="new">If you encounter a bug, would like to suggest an improvement or a new <x id="START_LINK" ctype="x-a" equiv-text="&lt;a [routerLink]=&quot;routerLinkFeatures&quot;&gt;"/>feature<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/>, please join the Ghostfolio <x id="START_LINK_1" equiv-text="&lt;a href=&quot;https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg&quot; title=&quot;Join the Ghostfolio Slack community&quot; &gt;"/>Slack<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/> community, post to <x id="START_LINK_2" equiv-text="&lt;a href=&quot;https://x.com/ghostfolio_&quot; title=&quot;Post to Ghostfolio on X (formerly Twitter)&quot; &gt;"/>@ghostfolio_<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/></target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/about/overview/about-overview-page.html</context>
           <context context-type="linenumber">69</context>
@@ -8266,7 +8266,7 @@
       </trans-unit>
       <trans-unit id="187187500641108332" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ `Expires ${formatDistanceToNow( element.subscription.expiresAt )} (${ (element.subscription.expiresAt | date: defaultDateFormat) })` }}"/></source>
-        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ `Expira ${formatDistanceToNow( element.subscription.expiresAt )} (${ (element.subscription.expiresAt | date: defaultDateFormat) })` }}"/></target>
+        <target state="new"><x id="INTERPOLATION" equiv-text="{{ `Expires ${formatDistanceToNow( element.subscription.expiresAt )} (${ (element.subscription.expiresAt | date: defaultDateFormat) })` }}"/></target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
           <context context-type="linenumber">39</context>
@@ -8334,7 +8334,7 @@
       </trans-unit>
       <trans-unit id="rule.economicMarketClusterRisk.category" datatype="html">
         <source>Economic Market Cluster Risks</source>
-        <target state="translated">Riesgos del clúster de mercados económicos</target>
+        <target state="new">Economic Market Cluster Risks</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">106</context>
@@ -8342,7 +8342,7 @@
       </trans-unit>
       <trans-unit id="rule.emergencyFund.category" datatype="html">
         <source>Emergency Fund</source>
-        <target state="translated">Fondo de emergencia</target>
+        <target state="new">Emergency Fund</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">144</context>
@@ -8350,7 +8350,7 @@
       </trans-unit>
       <trans-unit id="rule.fees.category" datatype="html">
         <source>Fees</source>
-        <target state="translated">Comisiones</target>
+        <target state="new">Fees</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">161</context>
@@ -8358,7 +8358,7 @@
       </trans-unit>
       <trans-unit id="rule.liquidity.category" datatype="html">
         <source>Liquidity</source>
-        <target state="translated">Liquidez</target>
+        <target state="new">Liquidity</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">70</context>
@@ -8366,7 +8366,7 @@
       </trans-unit>
       <trans-unit id="rule.liquidityBuyingPower" datatype="html">
         <source>Buying Power</source>
-        <target state="translated">Poder de compra</target>
+        <target state="new">Buying Power</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">71</context>
@@ -8374,7 +8374,7 @@
       </trans-unit>
       <trans-unit id="rule.liquidityBuyingPower.false.min" datatype="html">
         <source>Your buying power is below ${thresholdMin} ${baseCurrency}</source>
-        <target state="translated">Tu poder de compra es inferior a ${thresholdMin} ${baseCurrency}</target>
+        <target state="new">Your buying power is below ${thresholdMin} ${baseCurrency}</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">73</context>
@@ -8382,7 +8382,7 @@
       </trans-unit>
       <trans-unit id="rule.liquidityBuyingPower.false.zero" datatype="html">
         <source>Your buying power is 0 ${baseCurrency}</source>
-        <target state="translated">Tu poder de compra es 0 ${baseCurrency}</target>
+        <target state="new">Your buying power is 0 ${baseCurrency}</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">77</context>
@@ -8390,7 +8390,7 @@
       </trans-unit>
       <trans-unit id="rule.liquidityBuyingPower.true" datatype="html">
         <source>Your buying power exceeds ${thresholdMin} ${baseCurrency}</source>
-        <target state="translated">Tu poder de compra excede ${thresholdMin} ${baseCurrency}</target>
+        <target state="new">Your buying power exceeds ${thresholdMin} ${baseCurrency}</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">80</context>
@@ -8422,7 +8422,7 @@
       </trans-unit>
       <trans-unit id="rule.economicMarketClusterRiskDevelopedMarkets.false.max" datatype="html">
         <source>The developed markets contribution of your current investment (${developedMarketsValueRatio}%) exceeds ${thresholdMax}%</source>
-        <target state="translated">La contribución a los mercados desarrollados de tu inversión actual (${developedMarketsValueRatio}%) supera el ${thresholdMax}%</target>
+        <target state="new">The developed markets contribution of your current investment (${developedMarketsValueRatio}%) exceeds ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">112</context>
@@ -8430,7 +8430,7 @@
       </trans-unit>
       <trans-unit id="rule.economicMarketClusterRiskDevelopedMarkets.false.min" datatype="html">
         <source>The developed markets contribution of your current investment (${developedMarketsValueRatio}%) is below ${thresholdMin}%</source>
-        <target state="translated">La contribución a los mercados desarrollados de tu inversión actual (${developedMarketsValueRatio}%) es inferior al ${thresholdMin}%</target>
+        <target state="new">The developed markets contribution of your current investment (${developedMarketsValueRatio}%) is below ${thresholdMin}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">117</context>
@@ -8438,7 +8438,7 @@
       </trans-unit>
       <trans-unit id="rule.economicMarketClusterRiskDevelopedMarkets.true" datatype="html">
         <source>The developed markets contribution of your current investment (${developedMarketsValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%</source>
-        <target state="translated">La contribución a los mercados desarrollados de tu inversión actual (${developedMarketsValueRatio}%) está dentro del rango de ${thresholdMin}% y ${thresholdMax}%</target>
+        <target state="new">The developed markets contribution of your current investment (${developedMarketsValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">122</context>
@@ -8454,7 +8454,7 @@
       </trans-unit>
       <trans-unit id="rule.economicMarketClusterRiskEmergingMarkets.false.max" datatype="html">
         <source>The emerging markets contribution of your current investment (${emergingMarketsValueRatio}%) exceeds ${thresholdMax}%</source>
-        <target state="translated">La contribución a los mercados emergentes de tu inversión actual (${emergingMarketsValueRatio}%) supera el ${thresholdMax}%</target>
+        <target state="new">The emerging markets contribution of your current investment (${emergingMarketsValueRatio}%) exceeds ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">130</context>
@@ -8462,7 +8462,7 @@
       </trans-unit>
       <trans-unit id="rule.economicMarketClusterRiskEmergingMarkets.false.min" datatype="html">
         <source>The emerging markets contribution of your current investment (${emergingMarketsValueRatio}%) is below ${thresholdMin}%</source>
-        <target state="translated">La contribución a los mercados emergentes de tu inversión actual (${emergingMarketsValueRatio}%) es inferior al ${thresholdMin}%</target>
+        <target state="new">The emerging markets contribution of your current investment (${emergingMarketsValueRatio}%) is below ${thresholdMin}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">135</context>
@@ -8470,7 +8470,7 @@
       </trans-unit>
       <trans-unit id="rule.economicMarketClusterRiskEmergingMarkets.true" datatype="html">
         <source>The emerging markets contribution of your current investment (${emergingMarketsValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%</source>
-        <target state="translated">La contribución a los mercados emergentes de tu inversión actual (${emergingMarketsValueRatio}%) está dentro del rango de ${thresholdMin}% y ${thresholdMax}%</target>
+        <target state="new">The emerging markets contribution of your current investment (${emergingMarketsValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">140</context>
@@ -8494,7 +8494,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskAsiaPacific" datatype="html">
         <source>Asia-Pacific</source>
-        <target state="translated">Asia-Pacífico</target>
+        <target state="new">Asia-Pacific</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">165</context>
@@ -8502,7 +8502,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskAsiaPacific.false.max" datatype="html">
         <source>The Asia-Pacific market contribution of your current investment (${valueRatio}%) exceeds ${thresholdMax}%</source>
-        <target state="translated">La contribución al mercado de Asia-Pacífico de tu inversión actual (${valueRatio}%) supera el ${thresholdMax}%</target>
+        <target state="new">The Asia-Pacific market contribution of your current investment (${valueRatio}%) exceeds ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">167</context>
@@ -8510,7 +8510,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskAsiaPacific.false.min" datatype="html">
         <source>The Asia-Pacific market contribution of your current investment (${valueRatio}%) is below ${thresholdMin}%</source>
-        <target state="translated">La contribución al mercado de Asia-Pacífico de tu inversión actual (${valueRatio}%) es inferior al ${thresholdMin}%</target>
+        <target state="new">The Asia-Pacific market contribution of your current investment (${valueRatio}%) is below ${thresholdMin}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">171</context>
@@ -8518,7 +8518,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskAsiaPacific.true" datatype="html">
         <source>The Asia-Pacific market contribution of your current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%</source>
-        <target state="translated">La contribución al mercado de Asia-Pacífico de tu inversión actual (${valueRatio}%) está dentro del rango de ${thresholdMin}% y ${thresholdMax}%</target>
+        <target state="new">The Asia-Pacific market contribution of your current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">175</context>
@@ -8526,7 +8526,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskEmergingMarkets" datatype="html">
         <source>Emerging Markets</source>
-        <target state="translated">Mercados emergentes</target>
+        <target state="new">Emerging Markets</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">180</context>
@@ -8534,7 +8534,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskEmergingMarkets.false.max" datatype="html">
         <source>The Emerging Markets contribution of your current investment (${valueRatio}%) exceeds ${thresholdMax}%</source>
-        <target state="translated">La contribución a los mercados emergentes de tu inversión actual (${valueRatio}%) supera el ${thresholdMax}%</target>
+        <target state="new">The Emerging Markets contribution of your current investment (${valueRatio}%) exceeds ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">183</context>
@@ -8542,7 +8542,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskEmergingMarkets.false.min" datatype="html">
         <source>The Emerging Markets contribution of your current investment (${valueRatio}%) is below ${thresholdMin}%</source>
-        <target state="translated">La contribución a los mercados emergentes de tu inversión actual (${valueRatio}%) es inferior al ${thresholdMin}%</target>
+        <target state="new">The Emerging Markets contribution of your current investment (${valueRatio}%) is below ${thresholdMin}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">187</context>
@@ -8550,7 +8550,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskEmergingMarkets.true" datatype="html">
         <source>The Emerging Markets contribution of your current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%</source>
-        <target state="translated">La contribución a los mercados emergentes de tu inversión actual (${valueRatio}%) está dentro del rango de ${thresholdMin}% y ${thresholdMax}%</target>
+        <target state="new">The Emerging Markets contribution of your current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">191</context>
@@ -8558,7 +8558,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskEurope" datatype="html">
         <source>Europe</source>
-        <target state="translated">Europa</target>
+        <target state="new">Europe</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">195</context>
@@ -8566,7 +8566,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskEurope.false.max" datatype="html">
         <source>The Europe market contribution of your current investment (${valueRatio}%) exceeds ${thresholdMax}%</source>
-        <target state="translated">La contribución al mercado europeo de tu inversión actual (${valueRatio}%) supera el ${thresholdMax}%</target>
+        <target state="new">The Europe market contribution of your current investment (${valueRatio}%) exceeds ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">197</context>
@@ -8574,7 +8574,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskEurope.false.min" datatype="html">
         <source>The Europe market contribution of your current investment (${valueRatio}%) is below ${thresholdMin}%</source>
-        <target state="translated">La contribución al mercado europeo de tu inversión actual (${valueRatio}%) es inferior al ${thresholdMin}%</target>
+        <target state="new">The Europe market contribution of your current investment (${valueRatio}%) is below ${thresholdMin}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">201</context>
@@ -8582,7 +8582,7 @@
       </trans-unit>
       <trans-unit id="rule.regionalMarketClusterRiskEurope.true" datatype="html">
         <source>The Europe market contribution of your current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%</source>
-        <target state="translated">La contribución al mercado europeo de tu inversión actual (${valueRatio}%) está dentro del rango de ${thresholdMin}% y ${thresholdMax}%</target>
+        <target state="new">The Europe market contribution of your current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">205</context>
@@ -8694,7 +8694,7 @@
       </trans-unit>
       <trans-unit id="339860602695747533" datatype="html">
         <source>Registration Date</source>
-        <target state="translated">Fecha de registro</target>
+        <target state="new">Registration Date</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-detail-dialog/user-detail-dialog.html</context>
           <context context-type="linenumber">26</context>

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

@@ -9,6 +9,7 @@ export interface PortfolioSummary extends PortfolioPerformance {
   committedFunds: number;
   dateOfFirstActivity: Date;
   dividendInBaseCurrency: number;
+  dividendYieldTrailingTwelveMonths: number;
   emergencyFund: {
     assets: number;
     cash: number;

libs/common/src/lib/models/portfolio-snapshot.ts

@@ -17,6 +17,8 @@ export class PortfolioSnapshot {
   @Type(() => Big)
   currentValueInBaseCurrency: Big;
 
+  dividendYieldTrailingTwelveMonths: number;
+
   errors: AssetProfileIdentifier[];
 
   hasErrors: boolean;

libs/common/src/lib/models/timeline-position.ts

@@ -27,6 +27,8 @@ export class TimelinePosition {
   @Type(() => Big)
   dividendInBaseCurrency: Big;
 
+  dividendYieldTrailingTwelveMonths: number;
+
   @Transform(transformToBig, { toClassOnly: true })
   @Type(() => Big)
   fee: Big;