Merge branch 'main' into patch-1

.github/workflows/build-code.yml

@@ -4,6 +4,9 @@ on:
   pull_request:
   workflow_dispatch:
 
+permissions:
+  contents: read
+
 jobs:
   build:
     runs-on: ubuntu-latest
@@ -13,12 +16,12 @@ jobs:
           - 18
     steps:
       - name: Checkout code
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
         with:
           fetch-depth: 0
 
       - name: Use Node.js ${{ matrix.node_version }}
-        uses: actions/setup-node@v3
+        uses: actions/setup-node@v4
         with:
           node-version: ${{ matrix.node_version }}
           cache: 'yarn'

.github/workflows/docker-image.yml

@@ -13,7 +13,7 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout code
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Docker metadata
         id: meta
@@ -21,6 +21,7 @@ jobs:
         with:
           images: ghostfolio/ghostfolio
           tags: |
+            type=semver,pattern={{major}}
             type=semver,pattern={{version}}
 
       - name: Set up QEMU

.gitignore

@@ -27,6 +27,7 @@
 /.angular/cache
 .env
 .env.prod
+.nx/cache
 /.sass-cache
 /connect.lock
 /coverage

.prettierignore

@@ -1,2 +1,3 @@
+/.nx/cache
 /dist
 /test/import

CHANGELOG.md

@@ -7,14 +7,329 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Changed
+
+- Increased the height of the tabs on mobile
+- Improved the language localization for German (`de`)
+- Upgraded `ng-extract-i18n-merge` from version `2.8.3` to `2.9.0`
+
+## 2.28.0 - 2023-12-02
+
+### Added
+
+- Added a historical cash balances table to the account detail dialog
+- Introduced a `HasPermission` annotation for endpoints
+
+### Changed
+
+- Relaxed the check for duplicates in the preview step of the activities import (allow same day)
+- Respected the `withExcludedAccounts` flag in the account balance time series
+
+### Fixed
+
+- Changed the mechanism of the `INTRADAY` data gathering to operate synchronously avoiding database deadlocks
+
+## 2.27.1 - 2023-11-28
+
+### Changed
+
+- Reverted `Nx` from version `17.1.3` to `17.0.2`
+
+## 2.27.0 - 2023-11-26
+
+### Changed
+
+- Extended the chart in the account detail dialog by historical cash balances
+- Improved the error log for a timeout in the data source request
+- Improved the language localization for German (`de`)
+- Upgraded `angular` from version `16.2.12` to `17.0.4`
+- Upgraded `Nx` from version `17.0.2` to `17.1.3`
+
+## 2.26.0 - 2023-11-24
+
+### Changed
+
+- Upgraded `prisma` from version `5.5.2` to `5.6.0`
+- Upgraded `yahoo-finance2` from version `2.8.1` to `2.9.0`
+
+## 2.25.1 - 2023-11-19
+
+### Added
+
+- Added a blog post: _Black Friday 2023_
+
+### Changed
+
+- Upgraded `http-status-codes` from version `2.2.0` to `2.3.0`
+
+### Fixed
+
+- Handled reading items from missing transaction point while getting the position (`getPosition()`) in portfolio service
+
+## 2.24.0 - 2023-11-16
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed the "too many bind variables in prepared statement" issue of the data range functionality (`getRange()`) in the market data service
+
+## 2.23.0 - 2023-11-15
+
+### Added
+
+- Extended the benchmarks in the markets overview by 50-Day and 200-Day trends (experimental)
+- Set up the language localization for Polski (`pl`)
+
+### Changed
+
+- Improved the data source validation in the activities import
+- Changed _Twitter_ to _𝕏_
+- Improved the selection in the twitter bot service
+- Improved the language localization for German (`de`)
+- Upgraded `ng-extract-i18n-merge` from version `2.7.0` to `2.8.3`
+- Upgraded `prettier` from version `3.0.3` to `3.1.0`
+
+## 2.22.0 - 2023-11-11
+
+### Added
+
+- Added the platform icon to the account selectors in the cash balance transfer from one to another account
+- Added the platform icon to the account selector of the create or edit activity dialog
+
+### Changed
+
+- Optimized the style of the carousel component on mobile for the testimonial section on the landing page
+- Introduced action menus in the overview of the admin control panel
+- Harmonized the name column in the historical market data table of the admin control panel
+- Refactored the implementation of the data range functionality (`getRange()`) in the market data service
+
+## 2.21.0 - 2023-11-09
+
+### Changed
+
+- Extended the system message
+
+### Fixed
+
+- Fixed the unit for the _Zen Mode_ in the overview tab of the home page
+- Fixed an issue to get quotes in the _Financial Modeling Prep_ service
+
+## 2.20.0 - 2023-11-08
+
+### Changed
+
+- Removed the loading indicator of the unit in the overview tab of the home page
+- Improved the import of historical market data in the admin control panel
+- Increased the timeout in the health check endpoint for data enhancers
+- Increased the timeout in the health check endpoint for data providers
+- Removed the account type from the `Account` database schema
+
+## 2.19.0 - 2023-11-06
+
+### Added
+
+- Added a data migration to set `accountType` to `NULL` in the account database table
+
+### Changed
+
+- Improved the language localization for the _Fear & Greed Index_ (market mood)
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Improved the handling of derived currencies (`GBp`, `ILA`, `ZAc`)
+
+## 2.18.0 - 2023-11-05
+
+### Added
+
+- Added support to import activities by `isin` in the _Yahoo Finance_ service
+- Added a new tag with the major version to the docker image on _Docker Hub_
+- Added a blog post: _Hacktoberfest 2023 Debriefing_
+
+### Changed
+
+- Upgraded `angular` from version `16.2.1` to `16.2.12`
+
+### Fixed
+
+- Fixed an issue to get quotes in the _CoinGecko_ service
+- Loosened the validation in the activities import (expects values greater than or equal to 0 for `fee`, `quantity` and `unitPrice`)
+- Handled an issue with a failing database query (`account.findMany()`) related to activities without account
+
+## 2.17.0 - 2023-11-02
+
+### Added
+
+- Added a button to edit the exchange rates in the admin control panel
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed an issue in the biometric authentication
+- Fixed the alignment of the icons in various menus
+
+## 2.16.0 - 2023-10-29
+
+### Changed
+
+- Relaxed the check for duplicates in the preview step of the activities import (allow different accounts)
+- Improved the usability and validation in the cash balance transfer from one to another account
+- Changed the checkboxes to slide toggles in the overview of the admin control panel
+- Switched from the deprecated (`PUT`) to the new endpoint (`POST`) to manage historical market data in the asset profile details dialog of the admin control panel
+- Improved the date parsing in the import historical market data of the admin control panel
+- Improved the localized meta data (keywords) in `html` files
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.4.2` to `5.5.2`
+
+## 2.15.0 - 2023-10-26
+
+### Added
+
+- Added support to edit the name, asset class and asset sub class of asset profiles with `MANUAL` data source in the asset profile details dialog of the admin control panel
+
+### Changed
+
+- Improved the style and wording of the position detail dialog
+- Improved the validation in the activities import (expects positive values for `fee`, `quantity` and `unitPrice`)
+- Improved the validation in the cash balance transfer from one to another account (expects a positive value)
+- Changed the currency selector in the create or update account dialog to `@angular/material/autocomplete`
+- Upgraded `Nx` from version `16.7.4` to `17.0.2`
+- Upgraded `uuid` from version `9.0.0` to `9.0.1`
+- Upgraded `yahoo-finance2` from version `2.8.0` to `2.8.1`
+
+### Fixed
+
+- Fixed the chart in the account detail dialog for accounts excluded from analysis
+- Verified the current benchmark before loading it on the analysis page
+
+## 2.14.0 - 2023-10-21
+
+### Added
+
+- Added the _OpenFIGI_ data enhancer for _Financial Instrument Global Identifier_ (FIGI)
+- Added `figi`, `figiComposite` and `figiShareClass` to the asset profile model
+
+### Changed
+
+- Moved the fees on account level feature from experimental to general availability
+- Moved the interest on account level feature from experimental to general availability
+- Moved the search for a holding from experimental to general availability
+- Improved the error message in the activities import for `csv` files
+- Removed the application version from the client
+- Allowed to edit today’s historical market data in the asset profile details dialog of the admin control panel
+
+### Fixed
+
+- Fixed the style of the active page in the header navigation
+- Trimmed text in `i18n` service to query `messages.*.xlf` files on the server
+
+## 2.13.0 - 2023-10-20
+
+### Added
+
+- Added a chart to the account detail dialog
+- Added an `i18n` service to query `messages.*.xlf` files on the server
+
+### Changed
+
+- Changed the users table in the admin control panel to an `@angular/material` data table
+- Improved the styling of the membership status
+
+### Fixed
+
+- Fixed an issue where holdings were requested twice from the server
+
+## 2.12.0 - 2023-10-17
+
+### Added
+
+- Added the endpoint `GET api/v1/account/:id/balances` which provides historical cash balances
+- Added support to search for an asset profile by `isin`, `name` and `symbol` as an administrator (experimental)
+- Added support for creating asset profiles with `MANUAL` data source
+
+### Changed
+
+- Changed the checkboxes to slide toggles in the user settings of the user account page
+- Extended the `copy-assets` `Nx` target to copy the locales to the server’s assets
+- Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `5.2.1` to `8.3`
+
+### Fixed
+
+- Displayed the transfer cash balance button based on a permission
+- Fixed the biometric authentication
+- Fixed the query to get asset profiles that match both the `dataSource` and `symbol` values
+
+## 2.11.0 - 2023-10-14
+
+### Added
+
+- Added support to transfer a part of the cash balance from one to another account
+- Extended the benchmarks in the markets overview by the date of the last all time high
+- Added support to import historical market data in the admin control panel
+
+### Changed
+
+- Harmonized the style of the create button on the page for granting and revoking public access to share the portfolio
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.3.1` to `5.4.2`
+
+### Fixed
+
+- Fixed `FEE` and `INTEREST` types in the activities import of `csv` files
+- Fixed the displayed currency of the cash balance in the create or update account dialog
+
+## 2.10.0 - 2023-10-09
+
+### Added
+
+- Supported enter key press to submit the form of the create or update access dialog
+
+### Changed
+
+- Improved the display of the results in the search for a holding
+- Changed the queue jobs view in the admin control panel to an `@angular/material` data table
+- Improved the symbol conversion in the _EOD Historical Data_ service
+
+## 2.9.0 - 2023-10-08
+
+### Added
+
+- Added support to search for a holding by `isin`, `name` and `symbol` (experimental)
+- Added support for notes in the activities import
+- Added support to search in the platform selector of the create or update account dialog
+- Added support for a search query in the portfolio position endpoint
+- Added the application version to the endpoint `GET api/v1/admin`
+- Introduced a carousel component for the testimonial section on the landing page
+
+### Changed
+
+- Displayed the link to the markets overview on the home page without any permission
+
+### Fixed
+
+- Fixed the style of the active features page in the navigation on desktop
+
+## 2.8.0 - 2023-10-03
+
 ### Added
 
-- Added the version to the admin control panel
+- Supported enter key press to submit the form of the create or update account dialog
+- Added the application version to the admin control panel
 - Added pagination parameters (`skip`, `take`) to the endpoint `GET api/v1/order`
 
 ### Changed
 
 - Harmonized the settings icon of the user account page
+- Improved the usability to set an asset profile as a benchmark
+- Reload platforms after making a change in the admin control panel
+- Reload tags after making a change in the admin control panel
 
 ### Fixed
 
@@ -72,13 +387,13 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Improved the preselected currency based on the account's currency in the create or edit activity dialog
+- Improved the preselected currency based on the account’s currency in the create or edit activity dialog
 - Unlocked the experimental features setting for all users
 - Upgraded `prisma` from version `5.2.0` to `5.3.1`
 
 ### Fixed
 
-- Fixed a memory leak related to the server's timezone (behind UTC) in the data gathering
+- Fixed a memory leak related to the server’s timezone (behind UTC) in the data gathering
 
 ## 2.3.0 - 2023-09-17
 
@@ -168,7 +483,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added health check endpoints for data enhancers
+- Added a health check endpoint for data enhancers
 
 ### Changed
 
@@ -229,7 +544,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Optimized the activities import by allowing a different currency than the asset's official one
+- Optimized the activities import by allowing a different currency than the asset’s official one
 - Added a timeout to the _EOD Historical Data_ requests
 - Migrated the requests from `bent` to `got` in the _EOD Historical Data_ service
 
@@ -344,7 +659,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Improved the usability of the login dialog
-- Disabled the caching in the health check endpoints for data providers
+- Disabled the caching in the health check endpoint for data providers
 - Improved the content of the Frequently Asked Questions (FAQ) page
 - Upgraded `prisma` from version `4.15.0` to `4.16.2`
 
@@ -732,11 +1047,11 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Added a fallback to historical market data if a data provider does not provide live data
 - Added a general health check endpoint
-- Added health check endpoints for data providers
+- Added a health check endpoint for data providers
 
 ### Changed
 
-- Persisted today's market data continuously
+- Persisted today’s market data continuously
 
 ### Fixed
 
@@ -970,7 +1285,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Filtered activities with type `ITEM` from search results
-- Considered the user's language in the _Stripe_ checkout
+- Considered the user’s language in the _Stripe_ checkout
 - Upgraded the _Stripe_ dependencies
 - Upgraded `twitter-api-v2` from version `1.10.3` to `1.14.2`
 
@@ -2196,7 +2511,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Added
 
 - Added the _Ghostfolio_ trailer to the landing page
-- Extended the markets overview by benchmarks (current change to the all time high)
+- Extended the benchmarks in the markets overview by the current change to the all time high
 
 ## 1.151.0 - 24.05.2022
 
@@ -2644,7 +2959,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Moved the countries and sectors charts in the position detail dialog
-- Distinguished today's data point of historical data in the admin control panel
+- Distinguished today’s data point of historical data in the admin control panel
 - Restructured the server modules
 
 ### Fixed

DEVELOPMENT.md

@@ -1,5 +1,17 @@
 # Ghostfolio Development Guide
 
+## Experimental Features
+
+New functionality can be enabled using a feature flag switch from the user settings.
+
+### Backend
+
+Remove permission in `UserService` using `without()`
+
+### Frontend
+
+Use `*ngIf="user?.settings?.isExperimentalFeatures"` in HTML template
+
 ## Git
 
 ### Rebase
@@ -8,16 +20,28 @@
 
 ## Dependencies
 
+### Angular
+
+#### Upgrade (minor versions)
+
+1. Run `npx npm-check-updates --upgrade --target "minor" --filter "/@angular.*/"`
+
 ### Nx
 
 #### Upgrade
 
 1. Run `yarn nx migrate latest`
 1. Make sure `package.json` changes make sense and then run `yarn install`
-1. Run `yarn nx migrate --run-migrations`
+1. Run `yarn nx migrate --run-migrations` (Run `YARN_NODE_LINKER="node-modules" NX_MIGRATE_SKIP_INSTALL=1 yarn nx migrate --run-migrations` due to https://github.com/nrwl/nx/issues/16338)
 
 ### Prisma
 
+#### Access database via GUI
+
+Run `yarn database:gui`
+
+https://www.prisma.io/studio
+
 #### Synchronize schema with database for prototyping
 
 Run `yarn database:push`

README.md

@@ -230,18 +230,18 @@ Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TO
 }
 ```
 
-| Field      | Type                | Description                                        |
-| ---------- | ------------------- | -------------------------------------------------- |
-| accountId  | string (`optional`) | Id of the account                                  |
-| comment    | string (`optional`) | Comment of the activity                            |
-| currency   | string              | `CHF` \| `EUR` \| `USD` etc.                       |
-| dataSource | string              | `MANUAL` (for type `ITEM`) \| `YAHOO`              |
-| date       | string              | Date in the format `ISO-8601`                      |
-| fee        | number              | Fee of the activity                                |
-| quantity   | number              | Quantity of the activity                           |
-| symbol     | string              | Symbol of the activity (suitable for `dataSource`) |
-| type       | string              | `BUY` \| `DIVIDEND` \| `ITEM` \| `SELL`            |
-| unitPrice  | number              | Price per unit of the activity                     |
+| Field      | Type                | Description                                                                   |
+| ---------- | ------------------- | ----------------------------------------------------------------------------- |
+| accountId  | string (`optional`) | Id of the account                                                             |
+| comment    | string (`optional`) | Comment of the activity                                                       |
+| currency   | string              | `CHF` \| `EUR` \| `USD` etc.                                                  |
+| dataSource | string              | `COINGECKO` \| `MANUAL` (for type `ITEM`) \| `YAHOO`                          |
+| date       | string              | Date in the format `ISO-8601`                                                 |
+| fee        | number              | Fee of the activity                                                           |
+| quantity   | number              | Quantity of the activity                                                      |
+| symbol     | string              | Symbol of the activity (suitable for `dataSource`)                            |
+| type       | string              | `BUY` \| `DIVIDEND` \| `FEE` \| `INTEREST` \| `ITEM` \| `LIABILITY` \| `SELL` |
+| unitPrice  | number              | Price per unit of the activity                                                |
 
 #### Response
 
@@ -272,7 +272,7 @@ Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ r
 
 Ghostfolio is **100% free** and **open source**. We encourage and support an active and healthy community that accepts contributions from the public - including you.
 
-Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_). We would love to hear from you.
+Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or post to [@ghostfolio\_](https://twitter.com/ghostfolio_) on _X_. We would love to hear from you.
 
 If you like to support this project, get [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) or [**Buy me a coffee**](https://www.buymeacoffee.com/ghostfolio).
 

apps/api/project.json

@@ -47,8 +47,7 @@
     "test": {
       "executor": "@nx/jest:jest",
       "options": {
-        "jestConfig": "apps/api/jest.config.ts",
-        "passWithNoTests": true
+        "jestConfig": "apps/api/jest.config.ts"
       },
       "outputs": ["{workspaceRoot}/coverage/apps/api"]
     }

apps/api/src/app/access/create-access.dto.ts

@@ -8,4 +8,8 @@ export class CreateAccessDto {
   @IsOptional()
   @IsString()
   granteeUserId?: string;
+
+  @IsOptional()
+  @IsString()
+  type?: 'PUBLIC';
 }

apps/api/src/app/account-balance/account-balance.controller.ts

@@ -0,0 +1,51 @@
+import type { RequestWithUser } from '@ghostfolio/common/types';
+import {
+  Controller,
+  Delete,
+  HttpException,
+  Inject,
+  Param,
+  UseGuards
+} from '@nestjs/common';
+import { REQUEST } from '@nestjs/core';
+import { AccountBalanceService } from './account-balance.service';
+import { AuthGuard } from '@nestjs/passport';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+import { AccountBalance } from '@prisma/client';
+
+@Controller('account-balance')
+export class AccountBalanceController {
+  public constructor(
+    private readonly accountBalanceService: AccountBalanceService,
+    @Inject(REQUEST) private readonly request: RequestWithUser
+  ) {}
+
+  @Delete(':id')
+  @UseGuards(AuthGuard('jwt'))
+  public async deleteAccountBalance(
+    @Param('id') id: string
+  ): Promise<AccountBalance> {
+    const accountBalance = await this.accountBalanceService.accountBalance({
+      id
+    });
+
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.deleteAccountBalance
+      ) ||
+      !accountBalance ||
+      accountBalance.userId !== this.request.user.id
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.accountBalanceService.deleteAccountBalance({
+      id
+    });
+  }
+}

apps/api/src/app/account-balance/account-balance.module.ts

@@ -0,0 +1,14 @@
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
+import { Module } from '@nestjs/common';
+
+import { AccountBalanceController } from './account-balance.controller';
+import { AccountBalanceService } from './account-balance.service';
+
+@Module({
+  controllers: [AccountBalanceController],
+  exports: [AccountBalanceService],
+  imports: [ExchangeRateDataModule, PrismaModule],
+  providers: [AccountBalanceService]
+})
+export class AccountBalanceModule {}

apps/api/src/app/account-balance/account-balance.service.ts

@@ -0,0 +1,91 @@
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+import { AccountBalancesResponse, Filter } from '@ghostfolio/common/interfaces';
+import { UserWithSettings } from '@ghostfolio/common/types';
+import { Injectable } from '@nestjs/common';
+import { AccountBalance, Prisma } from '@prisma/client';
+
+@Injectable()
+export class AccountBalanceService {
+  public constructor(
+    private readonly exchangeRateDataService: ExchangeRateDataService,
+    private readonly prismaService: PrismaService
+  ) {}
+
+  public async accountBalance(
+    accountBalanceWhereInput: Prisma.AccountBalanceWhereInput
+  ): Promise<AccountBalance | null> {
+    return this.prismaService.accountBalance.findFirst({
+      include: {
+        Account: true
+      },
+      where: accountBalanceWhereInput
+    });
+  }
+
+  public async createAccountBalance(
+    data: Prisma.AccountBalanceCreateInput
+  ): Promise<AccountBalance> {
+    return this.prismaService.accountBalance.create({
+      data
+    });
+  }
+
+  public async deleteAccountBalance(
+    where: Prisma.AccountBalanceWhereUniqueInput
+  ): Promise<AccountBalance> {
+    return this.prismaService.accountBalance.delete({
+      where
+    });
+  }
+
+  public async getAccountBalances({
+    filters,
+    user,
+    withExcludedAccounts
+  }: {
+    filters?: Filter[];
+    user: UserWithSettings;
+    withExcludedAccounts?: boolean;
+  }): Promise<AccountBalancesResponse> {
+    const where: Prisma.AccountBalanceWhereInput = { userId: user.id };
+
+    const accountFilter = filters?.find(({ type }) => {
+      return type === 'ACCOUNT';
+    });
+
+    if (accountFilter) {
+      where.accountId = accountFilter.id;
+    }
+
+    if (withExcludedAccounts === false) {
+      where.Account = { isExcluded: false };
+    }
+
+    const balances = await this.prismaService.accountBalance.findMany({
+      where,
+      orderBy: {
+        date: 'asc'
+      },
+      select: {
+        Account: true,
+        date: true,
+        id: true,
+        value: true
+      }
+    });
+
+    return {
+      balances: balances.map((balance) => {
+        return {
+          ...balance,
+          valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
+            balance.value,
+            balance.Account.currency,
+            user.Settings.settings.baseCurrency
+          )
+        };
+      })
+    };
+  }
+}

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

@@ -1,8 +1,12 @@
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
-import { Accounts } from '@ghostfolio/common/interfaces';
+import {
+  AccountBalancesResponse,
+  Accounts
+} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type {
   AccountWithValue,
@@ -29,11 +33,13 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AccountService } from './account.service';
 import { CreateAccountDto } from './create-account.dto';
+import { TransferBalanceDto } from './transfer-balance.dto';
 import { UpdateAccountDto } from './update-account.dto';
 
 @Controller('account')
 export class AccountController {
   public constructor(
+    private readonly accountBalanceService: AccountBalanceService,
     private readonly accountService: AccountService,
     private readonly impersonationService: ImpersonationService,
     private readonly portfolioService: PortfolioService,
@@ -115,6 +121,18 @@ export class AccountController {
     return accountsWithAggregations.accounts[0];
   }
 
+  @Get(':id/balances')
+  @UseGuards(AuthGuard('jwt'))
+  @UseInterceptors(RedactValuesInResponseInterceptor)
+  public async getAccountBalancesById(
+    @Param('id') id: string
+  ): Promise<AccountBalancesResponse> {
+    return this.accountBalanceService.getAccountBalances({
+      filters: [{ id, type: 'ACCOUNT' }],
+      user: this.request.user
+    });
+  }
+
   @Post()
   @UseGuards(AuthGuard('jwt'))
   public async createAccount(
@@ -154,6 +172,68 @@ export class AccountController {
     }
   }
 
+  @Post('transfer-balance')
+  @UseGuards(AuthGuard('jwt'))
+  public async transferAccountBalance(
+    @Body() { accountIdFrom, accountIdTo, balance }: TransferBalanceDto
+  ) {
+    if (
+      !hasPermission(this.request.user.permissions, permissions.updateAccount)
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const accountsOfUser = await this.accountService.getAccounts(
+      this.request.user.id
+    );
+
+    const accountFrom = accountsOfUser.find(({ id }) => {
+      return id === accountIdFrom;
+    });
+
+    const accountTo = accountsOfUser.find(({ id }) => {
+      return id === accountIdTo;
+    });
+
+    if (!accountFrom || !accountTo) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    if (accountFrom.id === accountTo.id) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    if (accountFrom.balance < balance) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    await this.accountService.updateAccountBalance({
+      accountId: accountFrom.id,
+      amount: -balance,
+      currency: accountFrom.currency,
+      userId: this.request.user.id
+    });
+
+    await this.accountService.updateAccountBalance({
+      accountId: accountTo.id,
+      amount: balance,
+      currency: accountFrom.currency,
+      userId: this.request.user.id
+    });
+  }
+
   @Put(':id')
   @UseGuards(AuthGuard('jwt'))
   public async update(@Param('id') id: string, @Body() data: UpdateAccountDto) {

apps/api/src/app/account/account.module.ts

@@ -1,7 +1,7 @@
+import { AccountBalanceModule } from '@ghostfolio/api/app/account-balance/account-balance.module';
 import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
-import { AccountBalanceModule } from '@ghostfolio/api/services/account-balance/account-balance.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';

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

@@ -1,4 +1,4 @@
-import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { Filter } from '@ghostfolio/common/interfaces';
@@ -109,7 +109,7 @@ export class AccountService {
     });
   }
 
-  public async getAccounts(aUserId: string) {
+  public async getAccounts(aUserId: string): Promise<Account[]> {
     const accounts = await this.accounts({
       include: { Order: true, Platform: true },
       orderBy: { name: 'asc' },
@@ -218,13 +218,13 @@ export class AccountService {
     accountId,
     amount,
     currency,
-    date,
+    date = new Date(),
     userId
   }: {
     accountId: string;
     amount: number;
     currency: string;
-    date: Date;
+    date?: Date;
     userId: string;
   }) {
     const { balance, currency: currencyOfAccount } = await this.account({

apps/api/src/app/account/create-account.dto.ts

@@ -1,4 +1,3 @@
-import { AccountType } from '@prisma/client';
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsBoolean,
@@ -10,10 +9,6 @@ import {
 import { isString } from 'lodash';
 
 export class CreateAccountDto {
-  @IsOptional()
-  @IsString()
-  accountType: AccountType;
-
   @IsNumber()
   balance: number;
 

apps/api/src/app/account/transfer-balance.dto.ts

@@ -0,0 +1,13 @@
+import { IsNumber, IsPositive, IsString } from 'class-validator';
+
+export class TransferBalanceDto {
+  @IsString()
+  accountIdFrom: string;
+
+  @IsString()
+  accountIdTo: string;
+
+  @IsNumber()
+  @IsPositive()
+  balance: number;
+}

apps/api/src/app/account/update-account.dto.ts

@@ -1,4 +1,3 @@
-import { AccountType } from '@prisma/client';
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsBoolean,
@@ -10,10 +9,6 @@ import {
 import { isString } from 'lodash';
 
 export class UpdateAccountDto {
-  @IsOptional()
-  @IsString()
-  accountType: AccountType;
-
   @IsNumber()
   balance: number;
 

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

@@ -1,19 +1,21 @@
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
+import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
 import {
-  DEFAULT_PAGE_SIZE,
   GATHER_ASSET_PROFILE_PROCESS,
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
-import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
+import {
+  getAssetProfileIdentifier,
+  resetHours
+} from '@ghostfolio/common/helper';
 import {
   AdminData,
   AdminMarketData,
   AdminMarketDataDetails,
-  EnhancedSymbolProfile,
-  Filter
+  EnhancedSymbolProfile
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type {
@@ -43,12 +45,14 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AdminService } from './admin.service';
 import { UpdateAssetProfileDto } from './update-asset-profile.dto';
+import { UpdateBulkMarketDataDto } from './update-bulk-market-data.dto';
 import { UpdateMarketDataDto } from './update-market-data.dto';
 
 @Controller('admin')
 export class AdminController {
   public constructor(
     private readonly adminService: AdminService,
+    private readonly apiService: ApiService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly marketDataService: MarketDataService,
     @Inject(REQUEST) private readonly request: RequestWithUser
@@ -254,6 +258,7 @@ export class AdminController {
   public async getMarketData(
     @Query('assetSubClasses') filterByAssetSubClasses?: string,
     @Query('presetId') presetId?: MarketDataPreset,
+    @Query('query') filterBySearchQuery?: string,
     @Query('skip') skip?: number,
     @Query('sortColumn') sortColumn?: string,
     @Query('sortDirection') sortDirection?: Prisma.SortOrder,
@@ -271,16 +276,10 @@ export class AdminController {
       );
     }
 
-    const assetSubClasses = filterByAssetSubClasses?.split(',') ?? [];
-
-    const filters: Filter[] = [
-      ...assetSubClasses.map((assetSubClass) => {
-        return <Filter>{
-          id: assetSubClass,
-          type: 'ASSET_SUB_CLASS'
-        };
-      })
-    ];
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAssetSubClasses,
+      filterBySearchQuery
+    });
 
     return this.adminService.getMarketData({
       filters,
@@ -313,6 +312,43 @@ export class AdminController {
     return this.adminService.getMarketDataBySymbol({ dataSource, symbol });
   }
 
+  @Post('market-data/:dataSource/:symbol')
+  @UseGuards(AuthGuard('jwt'))
+  public async updateMarketData(
+    @Body() data: UpdateBulkMarketDataDto,
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ) {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const dataBulkUpdate: Prisma.MarketDataUpdateInput[] = data.marketData.map(
+      ({ date, marketPrice }) => ({
+        dataSource,
+        marketPrice,
+        symbol,
+        date: resetHours(parseISO(date)),
+        state: 'CLOSE'
+      })
+    );
+
+    return this.marketDataService.updateMany({
+      data: dataBulkUpdate
+    });
+  }
+
+  /**
+   * @deprecated
+   */
   @Put('market-data/:dataSource/:symbol/:dateString')
   @UseGuards(AuthGuard('jwt'))
   public async update(
@@ -365,8 +401,11 @@ export class AdminController {
         StatusCodes.FORBIDDEN
       );
     }
-
-    return this.adminService.addAssetProfile({ dataSource, symbol });
+    return this.adminService.addAssetProfile({
+      dataSource,
+      symbol,
+      currency: this.request.user.Settings.settings.baseCurrency
+    });
   }
 
   @Delete('profile-data/:dataSource/:symbol')

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

@@ -1,4 +1,5 @@
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
+import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@@ -15,6 +16,7 @@ import { QueueModule } from './queue/queue.module';
 
 @Module({
   imports: [
+    ApiModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,

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

@@ -1,4 +1,5 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
+import { environment } from '@ghostfolio/api/environments/environment';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@@ -22,7 +23,13 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { MarketDataPreset } from '@ghostfolio/common/types';
 import { BadRequestException, Injectable } from '@nestjs/common';
-import { AssetSubClass, Prisma, Property, SymbolProfile } from '@prisma/client';
+import {
+  AssetSubClass,
+  DataSource,
+  Prisma,
+  Property,
+  SymbolProfile
+} from '@prisma/client';
 import { differenceInDays } from 'date-fns';
 import { groupBy } from 'lodash';
 
@@ -40,10 +47,19 @@ export class AdminService {
   ) {}
 
   public async addAssetProfile({
+    currency,
     dataSource,
     symbol
-  }: UniqueAsset): Promise<SymbolProfile | never> {
+  }: UniqueAsset & { currency?: string }): Promise<SymbolProfile | never> {
     try {
+      if (dataSource === 'MANUAL') {
+        return this.symbolProfileService.add({
+          currency,
+          dataSource,
+          symbol
+        });
+      }
+
       const assetProfiles = await this.dataProviderService.getAssetProfiles([
         { dataSource, symbol }
       ]);
@@ -84,9 +100,17 @@ export class AdminService {
           return currency !== DEFAULT_CURRENCY;
         })
         .map((currency) => {
+          const label1 = DEFAULT_CURRENCY;
+          const label2 = currency;
+
           return {
-            label1: DEFAULT_CURRENCY,
-            label2: currency,
+            label1,
+            label2,
+            dataSource:
+              DataSource[
+                this.configurationService.get('DATA_SOURCE_EXCHANGE_RATES')
+              ],
+            symbol: `${label1}${label2}`,
             value: this.exchangeRateDataService.toCurrency(
               1,
               DEFAULT_CURRENCY,
@@ -97,7 +121,8 @@ export class AdminService {
       settings: await this.propertyService.get(),
       transactionCount: await this.prismaService.order.count(),
       userCount: await this.prismaService.user.count(),
-      users: await this.getUsersWithAnalytics()
+      users: await this.getUsersWithAnalytics(),
+      version: environment.version
     };
   }
 
@@ -129,10 +154,14 @@ export class AdminService {
       filters = [{ id: 'ETF', type: 'ASSET_SUB_CLASS' }];
     }
 
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
+
     const { ASSET_SUB_CLASS: filtersByAssetSubClass } = groupBy(
       filters,
-      (filter) => {
-        return filter.type;
+      ({ type }) => {
+        return type;
       }
     );
 
@@ -145,6 +174,14 @@ export class AdminService {
       where.assetSubClass = AssetSubClass[filtersByAssetSubClass[0].id];
     }
 
+    if (searchQuery) {
+      where.OR = [
+        { isin: { mode: 'insensitive', startsWith: searchQuery } },
+        { name: { mode: 'insensitive', startsWith: searchQuery } },
+        { symbol: { mode: 'insensitive', startsWith: searchQuery } }
+      ];
+    }
+
     if (sortColumn) {
       orderBy = [{ [sortColumn]: sortDirection }];
 
@@ -171,7 +208,9 @@ export class AdminService {
           assetSubClass: true,
           comment: true,
           countries: true,
+          currency: true,
           dataSource: true,
+          name: true,
           Order: {
             orderBy: [{ date: 'asc' }],
             select: { date: true },
@@ -192,7 +231,9 @@ export class AdminService {
         assetSubClass,
         comment,
         countries,
+        currency,
         dataSource,
+        name,
         Order,
         sectors,
         symbol
@@ -211,8 +252,10 @@ export class AdminService {
           assetClass,
           assetSubClass,
           comment,
+          currency,
           countriesCount,
           dataSource,
+          name,
           symbol,
           marketDataItemCount,
           sectorsCount,
@@ -274,15 +317,21 @@ export class AdminService {
   }
 
   public async patchAssetProfileData({
+    assetClass,
+    assetSubClass,
     comment,
     dataSource,
+    name,
     scraperConfiguration,
     symbol,
     symbolMapping
   }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
     await this.symbolProfileService.updateSymbolProfile({
+      assetClass,
+      assetSubClass,
       comment,
       dataSource,
+      name,
       scraperConfiguration,
       symbol,
       symbolMapping
@@ -339,6 +388,8 @@ export class AdminService {
           symbol,
           assetClass: 'CASH',
           countriesCount: 0,
+          currency: symbol.replace(DEFAULT_CURRENCY, ''),
+          name: symbol,
           sectorsCount: 0
         };
       });

apps/api/src/app/admin/update-asset-profile.dto.ts

@@ -1,11 +1,23 @@
-import { Prisma } from '@prisma/client';
-import { IsObject, IsOptional, IsString } from 'class-validator';
+import { AssetClass, AssetSubClass, Prisma } from '@prisma/client';
+import { IsEnum, IsObject, IsOptional, IsString } from 'class-validator';
 
 export class UpdateAssetProfileDto {
+  @IsEnum(AssetClass, { each: true })
+  @IsOptional()
+  assetClass?: AssetClass;
+
+  @IsEnum(AssetSubClass, { each: true })
+  @IsOptional()
+  assetSubClass?: AssetSubClass;
+
   @IsString()
   @IsOptional()
   comment?: string;
 
+  @IsString()
+  @IsOptional()
+  name?: string;
+
   @IsObject()
   @IsOptional()
   scraperConfiguration?: Prisma.InputJsonObject;

apps/api/src/app/admin/update-bulk-market-data.dto.ts

@@ -0,0 +1,11 @@
+import { Type } from 'class-transformer';
+import { ArrayNotEmpty, IsArray, isNotEmptyObject } from 'class-validator';
+
+import { UpdateMarketDataDto } from './update-market-data.dto';
+
+export class UpdateBulkMarketDataDto {
+  @ArrayNotEmpty()
+  @IsArray()
+  @Type(() => UpdateMarketDataDto)
+  marketData: UpdateMarketDataDto[];
+}

apps/api/src/app/admin/update-market-data.dto.ts

@@ -1,6 +1,10 @@
-import { IsNumber } from 'class-validator';
+import { IsISO8601, IsNumber, IsOptional } from 'class-validator';
 
 export class UpdateMarketDataDto {
+  @IsISO8601()
+  @IsOptional()
+  date?: string;
+
   @IsNumber()
   marketPrice: number;
 }

apps/api/src/app/auth/web-auth.service.ts

@@ -64,7 +64,7 @@ export class WebAuthService {
       }
     };
 
-    const options = generateRegistrationOptions(opts);
+    const options = await generateRegistrationOptions(opts);
 
     await this.userService.updateUser({
       data: {
@@ -88,10 +88,16 @@ export class WebAuthService {
     let verification: VerifiedRegistrationResponse;
     try {
       const opts: VerifyRegistrationResponseOpts = {
-        credential,
         expectedChallenge,
         expectedOrigin: this.expectedOrigin,
-        expectedRPID: this.rpID
+        expectedRPID: this.rpID,
+        response: {
+          clientExtensionResults: credential.clientExtensionResults,
+          id: credential.id,
+          rawId: credential.rawId,
+          response: credential.response,
+          type: 'public-key'
+        }
       };
       verification = await verifyRegistrationResponse(opts);
     } catch (error) {
@@ -117,8 +123,8 @@ export class WebAuthService {
          */
         existingDevice = await this.deviceService.createAuthDevice({
           counter,
-          credentialPublicKey,
-          credentialId: credentialID,
+          credentialId: Buffer.from(credentialID),
+          credentialPublicKey: Buffer.from(credentialPublicKey),
           User: { connect: { id: user.id } }
         });
       }
@@ -152,7 +158,7 @@ export class WebAuthService {
       userVerification: 'preferred'
     };
 
-    const options = generateAuthenticationOptions(opts);
+    const options = await generateAuthenticationOptions(opts);
 
     await this.userService.updateUser({
       data: {
@@ -181,7 +187,6 @@ export class WebAuthService {
     let verification: VerifiedAuthenticationResponse;
     try {
       const opts: VerifyAuthenticationResponseOpts = {
-        credential,
         authenticator: {
           credentialID: device.credentialId,
           credentialPublicKey: device.credentialPublicKey,
@@ -189,9 +194,16 @@ export class WebAuthService {
         },
         expectedChallenge: `${user.authChallenge}`,
         expectedOrigin: this.expectedOrigin,
-        expectedRPID: this.rpID
+        expectedRPID: this.rpID,
+        response: {
+          clientExtensionResults: credential.clientExtensionResults,
+          id: credential.id,
+          rawId: credential.rawId,
+          response: credential.response,
+          type: 'public-key'
+        }
       };
-      verification = verifyAuthenticationResponse(opts);
+      verification = await verifyAuthenticationResponse(opts);
     } catch (error) {
       Logger.error(error, 'WebAuthService');
       throw new InternalServerErrorException({ error: error.message });

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

@@ -10,6 +10,7 @@ import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,
+  Delete,
   Get,
   HttpException,
   Inject,
@@ -32,35 +33,49 @@ export class BenchmarkController {
     @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
 
-  @Get()
-  @UseInterceptors(TransformDataSourceInRequestInterceptor)
-  @UseInterceptors(TransformDataSourceInResponseInterceptor)
-  public async getBenchmark(): Promise<BenchmarkResponse> {
-    return {
-      benchmarks: await this.benchmarkService.getBenchmarks()
-    };
-  }
-
-  @Get(':dataSource/:symbol/:startDateString')
+  @Post()
   @UseGuards(AuthGuard('jwt'))
-  @UseInterceptors(TransformDataSourceInRequestInterceptor)
-  public async getBenchmarkMarketDataBySymbol(
-    @Param('dataSource') dataSource: DataSource,
-    @Param('startDateString') startDateString: string,
-    @Param('symbol') symbol: string
-  ): Promise<BenchmarkMarketDataDetails> {
-    const startDate = new Date(startDateString);
+  public async addBenchmark(@Body() { dataSource, symbol }: UniqueAsset) {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
 
-    return this.benchmarkService.getMarketDataBySymbol({
-      dataSource,
-      startDate,
-      symbol
-    });
+    try {
+      const benchmark = await this.benchmarkService.addBenchmark({
+        dataSource,
+        symbol
+      });
+
+      if (!benchmark) {
+        throw new HttpException(
+          getReasonPhrase(StatusCodes.NOT_FOUND),
+          StatusCodes.NOT_FOUND
+        );
+      }
+
+      return benchmark;
+    } catch {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR),
+        StatusCodes.INTERNAL_SERVER_ERROR
+      );
+    }
   }
 
-  @Post()
+  @Delete(':dataSource/:symbol')
   @UseGuards(AuthGuard('jwt'))
-  public async addBenchmark(@Body() { dataSource, symbol }: UniqueAsset) {
+  public async deleteBenchmark(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ) {
     if (
       !hasPermission(
         this.request.user.permissions,
@@ -74,7 +89,7 @@ export class BenchmarkController {
     }
 
     try {
-      const benchmark = await this.benchmarkService.addBenchmark({
+      const benchmark = await this.benchmarkService.deleteBenchmark({
         dataSource,
         symbol
       });
@@ -94,4 +109,30 @@ export class BenchmarkController {
       );
     }
   }
+
+  @Get()
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
+  public async getBenchmark(): Promise<BenchmarkResponse> {
+    return {
+      benchmarks: await this.benchmarkService.getBenchmarks()
+    };
+  }
+
+  @Get(':dataSource/:symbol/:startDateString')
+  @UseGuards(AuthGuard('jwt'))
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  public async getBenchmarkMarketDataBySymbol(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('startDateString') startDateString: string,
+    @Param('symbol') symbol: string
+  ): Promise<BenchmarkMarketDataDetails> {
+    const startDate = new Date(startDateString);
+
+    return this.benchmarkService.getMarketDataBySymbol({
+      dataSource,
+      startDate,
+      symbol
+    });
+  }
 }

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

@@ -9,17 +9,21 @@ import {
   MAX_CHART_ITEMS,
   PROPERTY_BENCHMARKS
 } from '@ghostfolio/common/config';
-import { DATE_FORMAT } from '@ghostfolio/common/helper';
+import {
+  DATE_FORMAT,
+  calculateBenchmarkTrend
+} from '@ghostfolio/common/helper';
 import {
   BenchmarkMarketDataDetails,
   BenchmarkProperty,
   BenchmarkResponse,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
+import { BenchmarkTrend } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { SymbolProfile } from '@prisma/client';
 import Big from 'big.js';
-import { format } from 'date-fns';
+import { format, subDays } from 'date-fns';
 import { uniqBy } from 'lodash';
 import ms from 'ms';
 
@@ -45,9 +49,34 @@ export class BenchmarkService {
     return 0;
   }
 
-  public async getBenchmarks({ useCache = true } = {}): Promise<
-    BenchmarkResponse['benchmarks']
-  > {
+  public async getBenchmarkTrends({ dataSource, symbol }: UniqueAsset) {
+    const historicalData = await this.marketDataService.marketDataItems({
+      orderBy: {
+        date: 'desc'
+      },
+      where: {
+        dataSource,
+        symbol,
+        date: { gte: subDays(new Date(), 400) }
+      }
+    });
+
+    const fiftyDayAverage = calculateBenchmarkTrend({
+      historicalData,
+      days: 50
+    });
+    const twoHundredDayAverage = calculateBenchmarkTrend({
+      historicalData,
+      days: 200
+    });
+
+    return { trend50d: fiftyDayAverage, trend200d: twoHundredDayAverage };
+  }
+
+  public async getBenchmarks({
+    enableSharing = false,
+    useCache = true
+  } = {}): Promise<BenchmarkResponse['benchmarks']> {
     let benchmarks: BenchmarkResponse['benchmarks'];
 
     if (useCache) {
@@ -62,9 +91,16 @@ export class BenchmarkService {
       } catch {}
     }
 
-    const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
+    const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles({
+      enableSharing
+    });
 
-    const promises: Promise<number>[] = [];
+    const promisesAllTimeHighs: Promise<{ date: Date; marketPrice: number }>[] =
+      [];
+    const promisesBenchmarkTrends: Promise<{
+      trend50d: BenchmarkTrend;
+      trend200d: BenchmarkTrend;
+    }>[] = [];
 
     const quotes = await this.dataProviderService.getQuotes({
       items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
@@ -73,10 +109,18 @@ export class BenchmarkService {
     });
 
     for (const { dataSource, symbol } of benchmarkAssetProfiles) {
-      promises.push(this.marketDataService.getMax({ dataSource, symbol }));
+      promisesAllTimeHighs.push(
+        this.marketDataService.getMax({ dataSource, symbol })
+      );
+      promisesBenchmarkTrends.push(
+        this.getBenchmarkTrends({ dataSource, symbol })
+      );
     }
 
-    const allTimeHighs = await Promise.all(promises);
+    const [allTimeHighs, benchmarkTrends] = await Promise.all([
+      Promise.all(promisesAllTimeHighs),
+      Promise.all(promisesBenchmarkTrends)
+    ]);
     let storeInCache = true;
 
     benchmarks = allTimeHighs.map((allTimeHigh, index) => {
@@ -85,9 +129,9 @@ export class BenchmarkService {
 
       let performancePercentFromAllTimeHigh = 0;
 
-      if (allTimeHigh && marketPrice) {
+      if (allTimeHigh?.marketPrice && marketPrice) {
         performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
-          allTimeHigh,
+          allTimeHigh.marketPrice,
           marketPrice
         );
       } else {
@@ -101,9 +145,12 @@ export class BenchmarkService {
         name: benchmarkAssetProfiles[index].name,
         performances: {
           allTimeHigh: {
+            date: allTimeHigh?.date,
             performancePercent: performancePercentFromAllTimeHigh
           }
-        }
+        },
+        trend50d: benchmarkTrends[index].trend50d,
+        trend200d: benchmarkTrends[index].trend200d
       };
     });
 
@@ -118,14 +165,24 @@ export class BenchmarkService {
     return benchmarks;
   }
 
-  public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
+  public async getBenchmarkAssetProfiles({
+    enableSharing = false
+  } = {}): Promise<Partial<SymbolProfile>[]> {
     const symbolProfileIds: string[] = (
       ((await this.propertyService.getByKey(
         PROPERTY_BENCHMARKS
       )) as BenchmarkProperty[]) ?? []
-    ).map(({ symbolProfileId }) => {
-      return symbolProfileId;
-    });
+    )
+      .filter((benchmark) => {
+        if (enableSharing) {
+          return benchmark.enableSharing;
+        }
+
+        return true;
+      })
+      .map(({ symbolProfileId }) => {
+        return symbolProfileId;
+      });
 
     const assetProfiles =
       await this.symbolProfileService.getSymbolProfilesByIds(symbolProfileIds);
@@ -245,6 +302,43 @@ export class BenchmarkService {
     };
   }
 
+  public async deleteBenchmark({
+    dataSource,
+    symbol
+  }: UniqueAsset): Promise<Partial<SymbolProfile>> {
+    const assetProfile = await this.prismaService.symbolProfile.findFirst({
+      where: {
+        dataSource,
+        symbol
+      }
+    });
+
+    if (!assetProfile) {
+      return null;
+    }
+
+    let benchmarks =
+      ((await this.propertyService.getByKey(
+        PROPERTY_BENCHMARKS
+      )) as BenchmarkProperty[]) ?? [];
+
+    benchmarks = benchmarks.filter(({ symbolProfileId }) => {
+      return symbolProfileId !== assetProfile.id;
+    });
+
+    await this.propertyService.put({
+      key: PROPERTY_BENCHMARKS,
+      value: JSON.stringify(benchmarks)
+    });
+
+    return {
+      dataSource,
+      symbol,
+      id: assetProfile.id,
+      name: assetProfile.name
+    };
+  }
+
   private getMarketCondition(aPerformanceInPercent: number) {
     return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
   }

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

@@ -8,6 +8,7 @@ import {
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@@ -25,7 +26,7 @@ import {
 import { Injectable } from '@nestjs/common';
 import { DataSource, Prisma, SymbolProfile } from '@prisma/client';
 import Big from 'big.js';
-import { endOfToday, format, isAfter, isSameDay, parseISO } from 'date-fns';
+import { endOfToday, format, isAfter, isSameSecond, parseISO } from 'date-fns';
 import { uniqBy } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
 
@@ -33,6 +34,7 @@ import { v4 as uuidv4 } from 'uuid';
 export class ImportService {
   public constructor(
     private readonly accountService: AccountService,
+    private readonly configurationService: ConfigurationService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
@@ -81,11 +83,13 @@ export class ImportService {
 
         const value = new Big(quantity).mul(marketPrice).toNumber();
 
+        const date = parseDate(dateString);
         const isDuplicate = orders.some((activity) => {
           return (
+            activity.accountId === Account?.id &&
             activity.SymbolProfile.currency === assetProfile.currency &&
             activity.SymbolProfile.dataSource === assetProfile.dataSource &&
-            isSameDay(activity.date, parseDate(dateString)) &&
+            isSameSecond(activity.date, date) &&
             activity.quantity === quantity &&
             activity.SymbolProfile.symbol === assetProfile.symbol &&
             activity.type === 'DIVIDEND' &&
@@ -99,6 +103,7 @@ export class ImportService {
 
         return {
           Account,
+          date,
           error,
           quantity,
           value,
@@ -106,7 +111,6 @@ export class ImportService {
           accountUserId: undefined,
           comment: undefined,
           createdAt: undefined,
-          date: parseDate(dateString),
           fee: 0,
           feeInBaseCurrency: 0,
           id: assetProfile.id,
@@ -280,6 +284,9 @@ export class ImportService {
         createdAt,
         currency,
         dataSource,
+        figi,
+        figiComposite,
+        figiShareClass,
         id,
         isin,
         name,
@@ -350,6 +357,9 @@ export class ImportService {
             createdAt,
             currency,
             dataSource,
+            figi,
+            figiComposite,
+            figiShareClass,
             id,
             isin,
             name,
@@ -473,12 +483,13 @@ export class ImportService {
         type,
         unitPrice
       }) => {
-        const date = parseISO(<string>(<unknown>dateString));
+        const date = parseISO(dateString);
         const isDuplicate = existingActivities.some((activity) => {
           return (
+            activity.accountId === accountId &&
             activity.SymbolProfile.currency === currency &&
             activity.SymbolProfile.dataSource === dataSource &&
-            isSameDay(activity.date, date) &&
+            isSameSecond(activity.date, date) &&
             activity.fee === fee &&
             activity.quantity === quantity &&
             activity.SymbolProfile.symbol === symbol &&
@@ -509,6 +520,9 @@ export class ImportService {
             comment: null,
             countries: null,
             createdAt: undefined,
+            figi: null,
+            figiComposite: null,
+            figiShareClass: null,
             id: undefined,
             isin: null,
             name: null,
@@ -559,6 +573,12 @@ export class ImportService {
       index,
       { currency, dataSource, symbol }
     ] of uniqueActivitiesDto.entries()) {
+      if (!this.configurationService.get('DATA_SOURCES').includes(dataSource)) {
+        throw new Error(
+          `activities.${index}.dataSource ("${dataSource}") is not valid`
+        );
+      }
+
       if (dataSource !== 'MANUAL') {
         const assetProfile = (
           await this.dataProviderService.getAssetProfiles([

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

@@ -15,7 +15,6 @@ import {
   PROPERTY_IS_READ_ONLY_MODE,
   PROPERTY_SLACK_COMMUNITY_USERS,
   PROPERTY_STRIPE_CONFIG,
-  PROPERTY_SYSTEM_MESSAGE,
   ghostfolioFearAndGreedIndexDataSource
 } from '@ghostfolio/common/config';
 import {
@@ -55,14 +54,9 @@ export class InfoService {
   public async get(): Promise<InfoItem> {
     const info: Partial<InfoItem> = {};
     let isReadOnlyMode: boolean;
-    const platforms = (
-      await this.platformService.getPlatforms({
-        orderBy: { name: 'asc' }
-      })
-    ).map(({ id, name }) => {
-      return { id, name };
+    const platforms = await this.platformService.getPlatforms({
+      orderBy: { name: 'asc' }
     });
-    let systemMessage: string;
 
     const globalPermissions: string[] = [];
 
@@ -108,10 +102,6 @@ export class InfoService {
 
     if (this.configurationService.get('ENABLE_FEATURE_SYSTEM_MESSAGE')) {
       globalPermissions.push(permissions.enableSystemMessage);
-
-      systemMessage = (await this.propertyService.getByKey(
-        PROPERTY_SYSTEM_MESSAGE
-      )) as string;
     }
 
     const isUserSignupEnabled =
@@ -139,7 +129,6 @@ export class InfoService {
       platforms,
       statistics,
       subscriptions,
-      systemMessage,
       tags,
       baseCurrency: DEFAULT_CURRENCY,
       currencies: this.exchangeRateDataService.getCurrencies()

apps/api/src/app/order/create-order.dto.ts

@@ -13,7 +13,8 @@ import {
   IsISO8601,
   IsNumber,
   IsOptional,
-  IsString
+  IsString,
+  Min
 } from 'class-validator';
 import { isString } from 'lodash';
 
@@ -48,9 +49,11 @@ export class CreateOrderDto {
   date: string;
 
   @IsNumber()
+  @Min(0)
   fee: number;
 
   @IsNumber()
+  @Min(0)
   quantity: number;
 
   @IsString()
@@ -64,6 +67,7 @@ export class CreateOrderDto {
   type: Type;
 
   @IsNumber()
+  @Min(0)
   unitPrice: number;
 
   @IsBoolean()

apps/api/src/app/order/order.module.ts

@@ -1,8 +1,8 @@
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CacheModule } from '@ghostfolio/api/app/cache/cache.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
-import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';

apps/api/src/app/order/update-order.dto.ts

@@ -8,12 +8,12 @@ import {
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsArray,
-  IsBoolean,
   IsEnum,
   IsISO8601,
   IsNumber,
   IsOptional,
-  IsString
+  IsString,
+  Min
 } from 'class-validator';
 import { isString } from 'lodash';
 
@@ -47,12 +47,14 @@ export class UpdateOrderDto {
   date: string;
 
   @IsNumber()
+  @Min(0)
   fee: number;
 
   @IsString()
   id: string;
 
   @IsNumber()
+  @Min(0)
   quantity: number;
 
   @IsString()
@@ -66,5 +68,6 @@ export class UpdateOrderDto {
   type: Type;
 
   @IsNumber()
+  @Min(0)
   unitPrice: number;
 }

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

@@ -61,6 +61,7 @@ export const CurrentRateServiceMock = {
         for (const dataGatheringItem of dataGatheringItems) {
           values.push({
             date,
+            dataSource: dataGatheringItem.dataSource,
             marketPriceInBaseCurrency: mockGetValue(
               dataGatheringItem.symbol,
               date
@@ -74,6 +75,7 @@ export const CurrentRateServiceMock = {
         for (const dataGatheringItem of dataGatheringItems) {
           values.push({
             date,
+            dataSource: dataGatheringItem.dataSource,
             marketPriceInBaseCurrency: mockGetValue(
               dataGatheringItem.symbol,
               date

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

@@ -2,6 +2,7 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import { DataSource, MarketData } from '@prisma/client';
 
 import { CurrentRateService } from './current-rate.service';
@@ -25,30 +26,30 @@ jest.mock('@ghostfolio/api/services/market-data/market-data.service', () => {
         getRange: ({
           dateRangeEnd,
           dateRangeStart,
-          symbols
+          uniqueAssets
         }: {
           dateRangeEnd: Date;
           dateRangeStart: Date;
-          symbols: string[];
+          uniqueAssets: UniqueAsset[];
         }) => {
           return Promise.resolve<MarketData[]>([
             {
               createdAt: dateRangeStart,
-              dataSource: DataSource.YAHOO,
+              dataSource: uniqueAssets[0].dataSource,
               date: dateRangeStart,
               id: '8fa48fde-f397-4b0d-adbc-fb940e830e6d',
               marketPrice: 1841.823902,
               state: 'CLOSE',
-              symbol: symbols[0]
+              symbol: uniqueAssets[0].symbol
             },
             {
               createdAt: dateRangeEnd,
-              dataSource: DataSource.YAHOO,
+              dataSource: uniqueAssets[0].dataSource,
               date: dateRangeEnd,
               id: '082d6893-df27-4c91-8a5d-092e84315b56',
               marketPrice: 1847.839966,
               state: 'CLOSE',
-              symbol: symbols[0]
+              symbol: uniqueAssets[0].symbol
             }
           ]);
         }
@@ -134,6 +135,7 @@ describe('CurrentRateService', () => {
       errors: [],
       values: [
         {
+          dataSource: 'YAHOO',
           date: undefined,
           marketPriceInBaseCurrency: 1841.823902,
           symbol: 'AMZN'

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

@@ -2,7 +2,11 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { resetHours } from '@ghostfolio/common/helper';
-import { DataProviderInfo, ResponseError } from '@ghostfolio/common/interfaces';
+import {
+  DataProviderInfo,
+  ResponseError,
+  UniqueAsset
+} from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { isBefore, isToday } from 'date-fns';
 import { flatten, isEmpty, uniqBy } from 'lodash';
@@ -52,6 +56,7 @@ export class CurrentRateService {
 
               if (dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice) {
                 result.push({
+                  dataSource: dataGatheringItem.dataSource,
                   date: today,
                   marketPriceInBaseCurrency:
                     this.exchangeRateDataService.toCurrency(
@@ -75,27 +80,30 @@ export class CurrentRateService {
       );
     }
 
-    const symbols = dataGatheringItems.map((dataGatheringItem) => {
-      return dataGatheringItem.symbol;
-    });
+    const uniqueAssets: UniqueAsset[] = dataGatheringItems.map(
+      ({ dataSource, symbol }) => {
+        return { dataSource, symbol };
+      }
+    );
 
     promises.push(
       this.marketDataService
         .getRange({
           dateQuery,
-          symbols
+          uniqueAssets
         })
         .then((data) => {
-          return data.map((marketDataItem) => {
+          return data.map(({ dataSource, date, marketPrice, symbol }) => {
             return {
-              date: marketDataItem.date,
+              dataSource,
+              date,
+              symbol,
               marketPriceInBaseCurrency:
                 this.exchangeRateDataService.toCurrency(
-                  marketDataItem.marketPrice,
-                  currencies[marketDataItem.symbol],
+                  marketPrice,
+                  currencies[symbol],
                   userCurrency
-                ),
-              symbol: marketDataItem.symbol
+                )
             };
           });
         })
@@ -112,7 +120,7 @@ export class CurrentRateService {
     };
 
     if (!isEmpty(quoteErrors)) {
-      for (const { symbol } of quoteErrors) {
+      for (const { dataSource, symbol } of quoteErrors) {
         try {
           // If missing quote, fallback to the latest available historical market price
           let value: GetValueObject = response.values.find((currentValue) => {
@@ -121,6 +129,7 @@ export class CurrentRateService {
 
           if (!value) {
             value = {
+              dataSource,
               symbol,
               date: today,
               marketPriceInBaseCurrency: 0

apps/api/src/app/portfolio/interfaces/get-value-object.interface.ts

@@ -1,5 +1,6 @@
-export interface GetValueObject {
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
+
+export interface GetValueObject extends UniqueAsset {
   date: Date;
   marketPriceInBaseCurrency: number;
-  symbol: string;
 }

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

@@ -323,7 +323,8 @@ export class PortfolioController {
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('range') dateRange: DateRange = 'max',
-    @Query('tags') filterByTags?: string
+    @Query('tags') filterByTags?: string,
+    @Query('withExcludedAccounts') withExcludedAccounts = false
   ): Promise<PortfolioPerformanceResponse> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
@@ -335,6 +336,7 @@ export class PortfolioController {
       dateRange,
       filters,
       impersonationId,
+      withExcludedAccounts,
       userId: this.request.user.id
     });
 
@@ -344,16 +346,34 @@ export class PortfolioController {
       this.userService.isRestrictedView(this.request.user)
     ) {
       performanceInformation.chart = performanceInformation.chart.map(
-        ({ date, netPerformanceInPercentage, totalInvestment, value }) => {
+        ({
+          date,
+          netPerformanceInPercentage,
+          netWorth,
+          totalInvestment,
+          value
+        }) => {
           return {
             date,
             netPerformanceInPercentage,
-            totalInvestment: new Big(totalInvestment)
-              .div(performanceInformation.performance.totalInvestment)
-              .toNumber(),
-            valueInPercentage: new Big(value)
-              .div(performanceInformation.performance.currentValue)
-              .toNumber()
+            netWorthInPercentage:
+              performanceInformation.performance.currentNetWorth === 0
+                ? 0
+                : new Big(netWorth)
+                    .div(performanceInformation.performance.currentNetWorth)
+                    .toNumber(),
+            totalInvestment:
+              performanceInformation.performance.totalInvestment === 0
+                ? 0
+                : new Big(totalInvestment)
+                    .div(performanceInformation.performance.totalInvestment)
+                    .toNumber(),
+            valueInPercentage:
+              performanceInformation.performance.currentValue === 0
+                ? 0
+                : new Big(value)
+                    .div(performanceInformation.performance.currentValue)
+                    .toNumber()
           };
         }
       );
@@ -363,6 +383,7 @@ export class PortfolioController {
         [
           'currentGrossPerformance',
           'currentNetPerformance',
+          'currentNetWorth',
           'currentValue',
           'totalInvestment'
         ]
@@ -391,12 +412,14 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('query') filterBySearchQuery?: string,
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioPositions> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterBySearchQuery,
       filterByTags
     });
 

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

@@ -1,8 +1,8 @@
 import { AccessModule } from '@ghostfolio/api/app/access/access.module';
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
-import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';

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

@@ -1,3 +1,4 @@
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CashDetails } from '@ghostfolio/api/app/account/interfaces/cash-details.interface';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
@@ -67,14 +68,16 @@ import {
   isBefore,
   isSameMonth,
   isSameYear,
+  isValid,
   max,
+  min,
   parseISO,
   set,
   setDayOfYear,
   subDays,
   subYears
 } from 'date-fns';
-import { isEmpty, sortBy, uniq, uniqBy } from 'lodash';
+import { isEmpty, last, sortBy, uniq, uniqBy } from 'lodash';
 
 import {
   HistoricalDataContainer,
@@ -91,6 +94,7 @@ const europeMarkets = require('../../assets/countries/europe-markets.json');
 @Injectable()
 export class PortfolioService {
   public constructor(
+    private readonly accountBalanceService: AccountBalanceService,
     private readonly accountService: AccountService,
     private readonly currentRateService: CurrentRateService,
     private readonly dataProviderService: DataProviderService,
@@ -114,8 +118,12 @@ export class PortfolioService {
   }): Promise<AccountWithValue[]> {
     const where: Prisma.AccountWhereInput = { userId: userId };
 
-    if (filters?.[0].id && filters?.[0].type === 'ACCOUNT') {
-      where.id = filters[0].id;
+    const accountFilter = filters?.find(({ type }) => {
+      return type === 'ACCOUNT';
+    });
+
+    if (accountFilter) {
+      where.id = accountFilter.id;
     }
 
     const [accounts, details] = await Promise.all([
@@ -267,6 +275,13 @@ export class PortfolioService {
         includeDrafts: true
       });
 
+    if (transactionPoints.length === 0) {
+      return {
+        investments: [],
+        streaks: { currentStreak: 0, longestStreak: 0 }
+      };
+    }
+
     const portfolioCalculator = new PortfolioCalculator({
       currency: this.request.user.Settings.settings.baseCurrency,
       currentRateService: this.currentRateService,
@@ -274,12 +289,6 @@ export class PortfolioService {
     });
 
     portfolioCalculator.setTransactionPoints(transactionPoints);
-    if (transactionPoints.length === 0) {
-      return {
-        investments: [],
-        streaks: { currentStreak: 0, longestStreak: 0 }
-      };
-    }
 
     let investments: InvestmentItem[];
 
@@ -367,64 +376,6 @@ export class PortfolioService {
     };
   }
 
-  public async getChart({
-    dateRange = 'max',
-    filters,
-    impersonationId,
-    userCurrency,
-    userId
-  }: {
-    dateRange?: DateRange;
-    filters?: Filter[];
-    impersonationId: string;
-    userCurrency: string;
-    userId: string;
-  }): Promise<HistoricalDataContainer> {
-    userId = await this.getUserId(impersonationId, userId);
-
-    const { portfolioOrders, transactionPoints } =
-      await this.getTransactionPoints({
-        filters,
-        userId
-      });
-
-    const portfolioCalculator = new PortfolioCalculator({
-      currency: userCurrency,
-      currentRateService: this.currentRateService,
-      orders: portfolioOrders
-    });
-
-    portfolioCalculator.setTransactionPoints(transactionPoints);
-    if (transactionPoints.length === 0) {
-      return {
-        isAllTimeHigh: false,
-        isAllTimeLow: false,
-        items: []
-      };
-    }
-    const endDate = new Date();
-
-    const portfolioStart = parseDate(transactionPoints[0].date);
-    const startDate = this.getStartDate(dateRange, portfolioStart);
-
-    const daysInMarket = differenceInDays(new Date(), startDate);
-    const step = Math.round(
-      daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
-    );
-
-    const items = await portfolioCalculator.getChartData(
-      startDate,
-      endDate,
-      step
-    );
-
-    return {
-      items,
-      isAllTimeHigh: false,
-      isAllTimeLow: false
-    };
-  }
-
   public async getDetails({
     dateRange = 'max',
     filters,
@@ -876,7 +827,7 @@ export class PortfolioService {
           let currentAveragePrice = 0;
           let currentQuantity = 0;
 
-          const currentSymbol = transactionPoints[j].items.find(
+          const currentSymbol = transactionPoints[j]?.items.find(
             ({ symbol }) => {
               return symbol === aSymbol;
             }
@@ -1014,6 +965,9 @@ export class PortfolioService {
     filters?: Filter[];
     impersonationId: string;
   }): Promise<{ hasErrors: boolean; positions: Position[] }> {
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
     const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { portfolioOrders, transactionPoints } =
@@ -1022,12 +976,6 @@ export class PortfolioService {
         userId
       });
 
-    const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.settings.baseCurrency,
-      currentRateService: this.currentRateService,
-      orders: portfolioOrders
-    });
-
     if (transactionPoints?.length <= 0) {
       return {
         hasErrors: false,
@@ -1035,6 +983,12 @@ export class PortfolioService {
       };
     }
 
+    const portfolioCalculator = new PortfolioCalculator({
+      currency: this.request.user.Settings.settings.baseCurrency,
+      currentRateService: this.currentRateService,
+      orders: portfolioOrders
+    });
+
     portfolioCalculator.setTransactionPoints(transactionPoints);
 
     const portfolioStart = parseDate(transactionPoints[0].date);
@@ -1042,9 +996,9 @@ export class PortfolioService {
     const currentPositions =
       await portfolioCalculator.getCurrentPositions(startDate);
 
-    const positions = currentPositions.positions.filter(
-      (item) => !item.quantity.eq(0)
-    );
+    let positions = currentPositions.positions.filter(({ quantity }) => {
+      return !quantity.eq(0);
+    });
 
     const dataGatheringItems = positions.map(({ dataSource, symbol }) => {
       return {
@@ -1067,12 +1021,25 @@ export class PortfolioService {
       symbolProfileMap[symbolProfile.symbol] = symbolProfile;
     }
 
+    if (searchQuery) {
+      positions = positions.filter(({ symbol }) => {
+        const enhancedSymbolProfile = symbolProfileMap[symbol];
+
+        return (
+          enhancedSymbolProfile.isin?.toLowerCase().startsWith(searchQuery) ||
+          enhancedSymbolProfile.name?.toLowerCase().startsWith(searchQuery) ||
+          enhancedSymbolProfile.symbol?.toLowerCase().startsWith(searchQuery)
+        );
+      });
+    }
+
     return {
       hasErrors: currentPositions.hasErrors,
       positions: positions.map((position) => {
         return {
           ...position,
           assetClass: symbolProfileMap[position.symbol].assetClass,
+          assetSubClass: symbolProfileMap[position.symbol].assetSubClass,
           averagePrice: new Big(position.averagePrice).toNumber(),
           grossPerformance: position.grossPerformance?.toNumber() ?? null,
           grossPerformancePercentage:
@@ -1094,21 +1061,49 @@ export class PortfolioService {
     dateRange = 'max',
     filters,
     impersonationId,
-    userId
+    userId,
+    withExcludedAccounts = false
   }: {
     dateRange?: DateRange;
     filters?: Filter[];
     impersonationId: string;
     userId: string;
+    withExcludedAccounts?: boolean;
   }): Promise<PortfolioPerformanceResponse> {
     userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
     const userCurrency = this.getUserCurrency(user);
 
+    const accountBalances = await this.accountBalanceService.getAccountBalances(
+      { filters, user, withExcludedAccounts }
+    );
+
+    let accountBalanceItems: HistoricalDataItem[] = Object.values(
+      // Reduce the array to a map with unique dates as keys
+      accountBalances.balances.reduce(
+        (
+          map: { [date: string]: HistoricalDataItem },
+          { date, valueInBaseCurrency }
+        ) => {
+          const formattedDate = format(date, DATE_FORMAT);
+
+          // Store the item in the map, overwriting if the date already exists
+          map[formattedDate] = {
+            date: formattedDate,
+            value: valueInBaseCurrency
+          };
+
+          return map;
+        },
+        {}
+      )
+    );
+
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
         filters,
-        userId
+        userId,
+        withExcludedAccounts
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -1117,7 +1112,7 @@ export class PortfolioService {
       orders: portfolioOrders
     });
 
-    if (transactionPoints?.length <= 0) {
+    if (accountBalanceItems?.length <= 0 && transactionPoints?.length <= 0) {
       return {
         chart: [],
         firstOrderDate: undefined,
@@ -1127,6 +1122,7 @@ export class PortfolioService {
           currentGrossPerformancePercent: 0,
           currentNetPerformance: 0,
           currentNetPerformancePercent: 0,
+          currentNetWorth: 0,
           currentValue: 0,
           totalInvestment: 0
         }
@@ -1135,7 +1131,15 @@ export class PortfolioService {
 
     portfolioCalculator.setTransactionPoints(transactionPoints);
 
-    const portfolioStart = parseDate(transactionPoints[0].date);
+    const portfolioStart = min(
+      [
+        parseDate(accountBalanceItems[0]?.date),
+        parseDate(transactionPoints[0]?.date)
+      ].filter((date) => {
+        return isValid(date);
+      })
+    );
+
     const startDate = this.getStartDate(dateRange, portfolioStart);
     const {
       currentValue,
@@ -1153,16 +1157,17 @@ export class PortfolioService {
     let currentNetPerformance = netPerformance;
     let currentNetPerformancePercent = netPerformancePercentage;
 
-    const historicalDataContainer = await this.getChart({
+    const { items } = await this.getChart({
       dateRange,
-      filters,
       impersonationId,
+      portfolioOrders,
+      transactionPoints,
       userCurrency,
       userId
     });
 
-    const itemOfToday = historicalDataContainer.items.find((item) => {
-      return item.date === format(new Date(), DATE_FORMAT);
+    const itemOfToday = items.find(({ date }) => {
+      return date === format(new Date(), DATE_FORMAT);
     });
 
     if (itemOfToday) {
@@ -1172,34 +1177,42 @@ export class PortfolioService {
       ).div(100);
     }
 
+    accountBalanceItems = accountBalanceItems.filter(({ date }) => {
+      return !isBefore(parseDate(date), startDate);
+    });
+
+    const accountBalanceItemOfToday = accountBalanceItems.find(({ date }) => {
+      return date === format(new Date(), DATE_FORMAT);
+    });
+
+    if (!accountBalanceItemOfToday) {
+      accountBalanceItems.push({
+        date: format(new Date(), DATE_FORMAT),
+        value: last(accountBalanceItems)?.value ?? 0
+      });
+    }
+
+    const mergedHistoricalDataItems = this.mergeHistoricalDataItems(
+      accountBalanceItems,
+      items
+    );
+
+    const currentHistoricalDataItem = last(mergedHistoricalDataItems);
+    const currentNetWorth = currentHistoricalDataItem?.netWorth ?? 0;
+
     return {
       errors,
       hasErrors,
-      chart: historicalDataContainer.items.map(
-        ({
-          date,
-          netPerformance: netPerformanceOfItem,
-          netPerformanceInPercentage,
-          totalInvestment: totalInvestmentOfItem,
-          value
-        }) => {
-          return {
-            date,
-            netPerformanceInPercentage,
-            value,
-            netPerformance: netPerformanceOfItem,
-            totalInvestment: totalInvestmentOfItem
-          };
-        }
-      ),
-      firstOrderDate: parseDate(historicalDataContainer.items[0]?.date),
+      chart: mergedHistoricalDataItems,
+      firstOrderDate: parseDate(items[0]?.date),
       performance: {
-        currentValue: currentValue.toNumber(),
+        currentNetWorth,
         currentGrossPerformance: currentGrossPerformance.toNumber(),
         currentGrossPerformancePercent:
           currentGrossPerformancePercent.toNumber(),
         currentNetPerformance: currentNetPerformance.toNumber(),
         currentNetPerformancePercent: currentNetPerformancePercent.toNumber(),
+        currentValue: currentValue.toNumber(),
         totalInvestment: totalInvestment.toNumber()
       }
     };
@@ -1353,6 +1366,62 @@ export class PortfolioService {
     return cashPositions;
   }
 
+  private async getChart({
+    dateRange = 'max',
+    impersonationId,
+    portfolioOrders,
+    transactionPoints,
+    userCurrency,
+    userId
+  }: {
+    dateRange?: DateRange;
+    impersonationId: string;
+    portfolioOrders: PortfolioOrder[];
+    transactionPoints: TransactionPoint[];
+    userCurrency: string;
+    userId: string;
+  }): Promise<HistoricalDataContainer> {
+    if (transactionPoints.length === 0) {
+      return {
+        isAllTimeHigh: false,
+        isAllTimeLow: false,
+        items: []
+      };
+    }
+
+    userId = await this.getUserId(impersonationId, userId);
+
+    const portfolioCalculator = new PortfolioCalculator({
+      currency: userCurrency,
+      currentRateService: this.currentRateService,
+      orders: portfolioOrders
+    });
+
+    portfolioCalculator.setTransactionPoints(transactionPoints);
+
+    const endDate = new Date();
+
+    const portfolioStart = parseDate(transactionPoints[0].date);
+    const startDate = this.getStartDate(dateRange, portfolioStart);
+
+    const daysInMarket = differenceInDays(new Date(), startDate);
+    const step = Math.round(
+      daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
+    );
+
+    const items = await portfolioCalculator.getChartData(
+      startDate,
+      endDate,
+      step
+    );
+
+    return {
+      items,
+      isAllTimeHigh: false,
+      isAllTimeLow: false
+    };
+  }
+
   private getDividendsByGroup({
     dividends,
     groupBy
@@ -1747,7 +1816,7 @@ export class PortfolioService {
     filters,
     includeDrafts = false,
     userId,
-    withExcludedAccounts
+    withExcludedAccounts = false
   }: {
     filters?: Filter[];
     includeDrafts?: boolean;
@@ -1835,7 +1904,7 @@ export class PortfolioService {
     portfolioItemsNow,
     userCurrency,
     userId,
-    withExcludedAccounts
+    withExcludedAccounts = false
   }: {
     filters?: Filter[];
     orders: OrderWithAccount[];
@@ -1869,9 +1938,13 @@ export class PortfolioService {
       });
     } else {
       const accountIds = uniq(
-        orders.map(({ accountId }) => {
-          return accountId;
-        })
+        orders
+          .filter(({ accountId }) => {
+            return accountId;
+          })
+          .map(({ accountId }) => {
+            return accountId;
+          })
       );
 
       currentAccounts = await this.accountService.accounts({
@@ -1972,4 +2045,44 @@ export class PortfolioService {
 
     return { accounts, platforms };
   }
+
+  private mergeHistoricalDataItems(
+    accountBalanceItems: HistoricalDataItem[],
+    performanceChartItems: HistoricalDataItem[]
+  ): HistoricalDataItem[] {
+    const historicalDataItemsMap: { [date: string]: HistoricalDataItem } = {};
+    let latestAccountBalance = 0;
+
+    for (const item of accountBalanceItems.concat(performanceChartItems)) {
+      const isAccountBalanceItem = accountBalanceItems.includes(item);
+
+      const totalAccountBalance = isAccountBalanceItem
+        ? item.value
+        : latestAccountBalance;
+
+      if (isAccountBalanceItem && performanceChartItems.length > 0) {
+        latestAccountBalance = item.value;
+      } else {
+        historicalDataItemsMap[item.date] = {
+          ...item,
+          totalAccountBalance,
+          netWorth:
+            (isAccountBalanceItem ? 0 : item.value) + totalAccountBalance
+        };
+      }
+    }
+
+    // Convert to an array and sort by date in ascending order
+    const historicalDataItems = Object.keys(historicalDataItemsMap).map(
+      (date) => {
+        return historicalDataItemsMap[date];
+      }
+    );
+
+    historicalDataItems.sort(
+      (a, b) => new Date(a.date).getTime() - new Date(b.date).getTime()
+    );
+
+    return historicalDataItems;
+  }
 }

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

@@ -104,7 +104,7 @@ export class SubscriptionController {
     response.redirect(
       `${this.configurationService.get(
         'ROOT_URL'
-      )}/${DEFAULT_LANGUAGE_CODE}/account`
+      )}/${DEFAULT_LANGUAGE_CODE}/account/membership`
     );
   }
 

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

@@ -111,14 +111,14 @@ export class SubscriptionService {
     aSubscriptions: Subscription[]
   ): UserWithSettings['subscription'] {
     if (aSubscriptions.length > 0) {
-      const latestSubscription = aSubscriptions.reduce((a, b) => {
+      const { expiresAt, price } = aSubscriptions.reduce((a, b) => {
         return new Date(a.expiresAt) > new Date(b.expiresAt) ? a : b;
       });
 
       return {
-        expiresAt: latestSubscription.expiresAt,
-        offer: latestSubscription.price === 0 ? 'default' : 'renewal',
-        type: isBefore(new Date(), latestSubscription.expiresAt)
+        expiresAt,
+        offer: price ? 'renewal' : 'default',
+        type: isBefore(new Date(), expiresAt)
           ? SubscriptionType.Premium
           : SubscriptionType.Basic
       };

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

@@ -40,7 +40,12 @@ export class SymbolService {
 
         const marketData = await this.marketDataService.getRange({
           dateQuery: { gte: subDays(new Date(), days) },
-          symbols: [dataGatheringItem.symbol]
+          uniqueAssets: [
+            {
+              dataSource: dataGatheringItem.dataSource,
+              symbol: dataGatheringItem.symbol
+            }
+          ]
         });
 
         historicalData = marketData.map(({ date, marketPrice: value }) => {

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

@@ -7,9 +7,14 @@ import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import {
   DEFAULT_CURRENCY,
   PROPERTY_IS_READ_ONLY_MODE,
+  PROPERTY_SYSTEM_MESSAGE,
   locale
 } from '@ghostfolio/common/config';
-import { User as IUser, UserSettings } from '@ghostfolio/common/interfaces';
+import {
+  User as IUser,
+  SystemMessage,
+  UserSettings
+} from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
   hasRole,
@@ -48,6 +53,17 @@ export class UserService {
       orderBy: { alias: 'asc' },
       where: { GranteeUser: { id } }
     });
+
+    let systemMessage: SystemMessage;
+
+    const systemMessageProperty = (await this.propertyService.getByKey(
+      PROPERTY_SYSTEM_MESSAGE
+    )) as SystemMessage;
+
+    if (systemMessageProperty?.targetGroups?.includes(subscription?.type)) {
+      systemMessage = systemMessageProperty;
+    }
+
     let tags = await this.tagService.getByUser(id);
 
     if (
@@ -61,6 +77,7 @@ export class UserService {
       id,
       permissions,
       subscription,
+      systemMessage,
       tags,
       access: access.map((accessItem) => {
         return {
@@ -110,7 +127,9 @@ export class UserService {
       updatedAt
     } = await this.prismaService.user.findUnique({
       include: {
-        Account: true,
+        Account: {
+          include: { Platform: true }
+        },
         Analytics: true,
         Settings: true,
         Subscription: true
@@ -163,6 +182,13 @@ export class UserService {
 
     let currentPermissions = getPermissions(user.role);
 
+    if (!(user.Settings.settings as UserSettings).isExperimentalFeatures) {
+      // currentPermissions = without(
+      //   currentPermissions,
+      //   permissions.xyz
+      // );
+    }
+
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       user.subscription =
         this.subscriptionService.getSubscription(Subscription);
@@ -172,16 +198,18 @@ export class UserService {
           new Date(),
           user.createdAt
         );
-        let frequency = 20;
+        let frequency = 15;
 
-        if (daysSinceRegistration > 180) {
+        if (daysSinceRegistration > 365) {
+          frequency = 2;
+        } else if (daysSinceRegistration > 180) {
           frequency = 3;
         } else if (daysSinceRegistration > 60) {
           frequency = 5;
         } else if (daysSinceRegistration > 30) {
-          frequency = 10;
+          frequency = 8;
         } else if (daysSinceRegistration > 15) {
-          frequency = 15;
+          frequency = 12;
         }
 
         if (Analytics?.activityCount % frequency === 1) {
@@ -226,8 +254,8 @@ export class UserService {
       currentPermissions.push(permissions.impersonateAllUsers);
     }
 
-    user.Account = sortBy(user.Account, (account) => {
-      return account.name;
+    user.Account = sortBy(user.Account, ({ name }) => {
+      return name.toLowerCase();
     });
     user.permissions = currentPermissions.sort();
 

apps/api/src/assets/sitemap.xml

@@ -54,18 +54,46 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-compound-planning</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-copilot-money</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-de.fi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-delta</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -74,6 +102,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-divvydiary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-empower</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-exirio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -82,6 +114,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -94,6 +130,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -102,6 +142,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -110,6 +154,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -134,6 +182,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -162,14 +214,34 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sumio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-tiller</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-whal</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ueber-uns</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -274,6 +346,14 @@
     <loc>https://ghostfol.io/en/blog/2023/09/hacktoberfest-2023</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2023/11/black-week-2023</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2023/11/hacktoberfest-2023-debriefing</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/faq</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -308,18 +388,46 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-compound-planning</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-copilot-money</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-de.fi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-delta</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -328,6 +436,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-divvydiary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-empower</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-exirio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -336,6 +448,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -348,6 +464,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -356,6 +476,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -364,6 +488,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -388,6 +516,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -416,14 +548,34 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sumio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-tiller</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-whal</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/es</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -590,18 +742,46 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   <url>
-    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-campmon</loc>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capmon</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-compound-planning</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-copilot-money</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-de.fi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-delta</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -610,6 +790,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-divvydiary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-empower</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-exirio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -618,6 +802,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -630,6 +818,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -638,6 +830,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -646,6 +842,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -670,6 +870,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -698,14 +902,34 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-sumio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-tiller</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-whal</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -718,18 +942,46 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-compound-planning</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-copilot-money</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-de.fi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-delta</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -738,6 +990,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-divvydiary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-empower</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-exirio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -746,6 +1002,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -758,6 +1018,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -766,6 +1030,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -774,6 +1042,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -798,6 +1070,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -826,14 +1102,34 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sumio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-tiller</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-whal</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/functionaliteiten</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -880,6 +1176,10 @@
     <loc>https://ghostfol.io/nl/veelgestelde-vragen</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/pl</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/pt</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>

apps/api/src/decorators/has-permission.decorator.ts

@@ -0,0 +1,6 @@
+import { SetMetadata } from '@nestjs/common';
+export const HAS_PERMISSION_KEY = 'has_permission';
+
+export function HasPermission(permission: string) {
+  return SetMetadata(HAS_PERMISSION_KEY, permission);
+}

apps/api/src/guards/has-permission.guard.spec.ts

@@ -0,0 +1,55 @@
+import { HttpException } from '@nestjs/common';
+import { Reflector } from '@nestjs/core';
+import { ExecutionContextHost } from '@nestjs/core/helpers/execution-context-host';
+import { Test, TestingModule } from '@nestjs/testing';
+
+import { HasPermissionGuard } from './has-permission.guard';
+
+describe('HasPermissionGuard', () => {
+  let guard: HasPermissionGuard;
+  let reflector: Reflector;
+
+  beforeEach(async () => {
+    const module: TestingModule = await Test.createTestingModule({
+      providers: [HasPermissionGuard, Reflector]
+    }).compile();
+
+    guard = module.get<HasPermissionGuard>(HasPermissionGuard);
+    reflector = module.get<Reflector>(Reflector);
+  });
+
+  function setupReflectorSpy(returnValue: string) {
+    jest.spyOn(reflector, 'get').mockReturnValue(returnValue);
+  }
+
+  function createMockExecutionContext(permissions: string[]) {
+    return new ExecutionContextHost([
+      {
+        user: {
+          permissions // Set user permissions based on the argument
+        }
+      }
+    ]);
+  }
+
+  it('should deny access if the user does not have any permission', () => {
+    setupReflectorSpy('required-permission');
+    const noPermissions = createMockExecutionContext([]);
+
+    expect(() => guard.canActivate(noPermissions)).toThrow(HttpException);
+  });
+
+  it('should deny access if the user has the wrong permission', () => {
+    setupReflectorSpy('required-permission');
+    const wrongPermission = createMockExecutionContext(['wrong-permission']);
+
+    expect(() => guard.canActivate(wrongPermission)).toThrow(HttpException);
+  });
+
+  it('should allow access if the user has the required permission', () => {
+    setupReflectorSpy('required-permission');
+    const rightPermission = createMockExecutionContext(['required-permission']);
+
+    expect(guard.canActivate(rightPermission)).toBe(true);
+  });
+});

apps/api/src/guards/has-permission.guard.ts

@@ -0,0 +1,37 @@
+import { HAS_PERMISSION_KEY } from '@ghostfolio/api/decorators/has-permission.decorator';
+import { hasPermission } from '@ghostfolio/common/permissions';
+import {
+  CanActivate,
+  ExecutionContext,
+  HttpException,
+  Injectable
+} from '@nestjs/common';
+import { Reflector } from '@nestjs/core';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+
+@Injectable()
+export class HasPermissionGuard implements CanActivate {
+  public constructor(private reflector: Reflector) {}
+
+  public canActivate(context: ExecutionContext): boolean {
+    const requiredPermission = this.reflector.get<string>(
+      HAS_PERMISSION_KEY,
+      context.getHandler()
+    );
+
+    if (!requiredPermission) {
+      return true; // No specific permissions required
+    }
+
+    const { user } = context.switchToHttp().getRequest();
+
+    if (!user || !hasPermission(user.permissions, requiredPermission)) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return true;
+  }
+}

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

@@ -3,7 +3,7 @@ import { cloneDeep, isArray, isObject } from 'lodash';
 
 export function hasNotDefinedValuesInObject(aObject: Object): boolean {
   for (const key in aObject) {
-    if (aObject[key] === null || aObject[key] === null) {
+    if (aObject[key] === null || aObject[key] === undefined) {
       return true;
     } else if (isObject(aObject[key])) {
       return hasNotDefinedValuesInObject(aObject[key]);

apps/api/src/middlewares/html-template.middleware.ts

@@ -2,6 +2,7 @@ import * as fs from 'fs';
 import { join } from 'path';
 
 import { environment } from '@ghostfolio/api/environments/environment';
+import { I18nService } from '@ghostfolio/api/services/i18n/i18n.service';
 import {
   DEFAULT_LANGUAGE_CODE,
   DEFAULT_ROOT_URL,
@@ -11,22 +12,12 @@ import { DATE_FORMAT, interpolate } from '@ghostfolio/common/helper';
 import { format } from 'date-fns';
 import { NextFunction, Request, Response } from 'express';
 
-const descriptions = {
-  de: 'Mit dem Finanz-Dashboard Ghostfolio können Sie Ihr Vermögen in Form von Aktien, ETFs oder Kryptowährungen verteilt über mehrere Finanzinstitute überwachen.',
-  en: 'Ghostfolio is a personal finance dashboard to keep track of your assets like stocks, ETFs or cryptocurrencies across multiple platforms.',
-  es: 'Ghostfolio es un dashboard de finanzas personales para hacer un seguimiento de tus activos como acciones, ETFs o criptodivisas a través de múltiples plataformas.',
-  fr: 'Ghostfolio est un dashboard de finances personnelles qui permet de suivre vos actifs comme les actions, les ETF ou les crypto-monnaies sur plusieurs plateformes.',
-  it: 'Ghostfolio è un dashboard di finanza personale per tenere traccia delle vostre attività come azioni, ETF o criptovalute su più piattaforme.',
-  nl: 'Ghostfolio is een persoonlijk financieel dashboard om uw activa zoals aandelen, ETF’s of cryptocurrencies over meerdere platforms bij te houden.',
-  pt: 'Ghostfolio é um dashboard de finanças pessoais para acompanhar os seus activos como acções, ETFs ou criptomoedas em múltiplas plataformas.',
-  tr: 'Ghostfolio, hisse senetleri, ETF’ler veya kripto para birimleri gibi varlıklarınızı birden fazla platformda takip etmenizi sağlayan bir kişisel finans panosudur.'
-};
-
-const title = 'Ghostfolio – Open Source Wealth Management Software';
-const titleShort = 'Ghostfolio';
+const i18nService = new I18nService();
 
 let indexHtmlMap: { [languageCode: string]: string } = {};
 
+const title = 'Ghostfolio';
+
 try {
   indexHtmlMap = SUPPORTED_LANGUAGE_CODES.reduce(
     (map, languageCode) => ({
@@ -43,47 +34,55 @@ try {
 const locales = {
   '/de/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-x-sackgeld.png',
-    title: `Ghostfolio auf Sackgeld.com vorgestellt - ${titleShort}`
+    title: `Ghostfolio auf Sackgeld.com vorgestellt - ${title}`
   },
   '/en/blog/2022/08/500-stars-on-github': {
     featureGraphicPath: 'assets/images/blog/500-stars-on-github.jpg',
-    title: `500 Stars - ${titleShort}`
+    title: `500 Stars - ${title}`
   },
   '/en/blog/2022/10/hacktoberfest-2022': {
     featureGraphicPath: 'assets/images/blog/hacktoberfest-2022.png',
-    title: `Hacktoberfest 2022 - ${titleShort}`
+    title: `Hacktoberfest 2022 - ${title}`
   },
   '/en/blog/2022/12/the-importance-of-tracking-your-personal-finances': {
     featureGraphicPath: 'assets/images/blog/20221226.jpg',
-    title: `The importance of tracking your personal finances - ${titleShort}`
+    title: `The importance of tracking your personal finances - ${title}`
   },
   '/en/blog/2023/02/ghostfolio-meets-umbrel': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-x-umbrel.png',
-    title: `Ghostfolio meets Umbrel - ${titleShort}`
+    title: `Ghostfolio meets Umbrel - ${title}`
   },
   '/en/blog/2023/03/ghostfolio-reaches-1000-stars-on-github': {
     featureGraphicPath: 'assets/images/blog/1000-stars-on-github.jpg',
-    title: `Ghostfolio reaches 1’000 Stars on GitHub - ${titleShort}`
+    title: `Ghostfolio reaches 1’000 Stars on GitHub - ${title}`
   },
   '/en/blog/2023/05/unlock-your-financial-potential-with-ghostfolio': {
     featureGraphicPath: 'assets/images/blog/20230520.jpg',
-    title: `Unlock your Financial Potential with Ghostfolio - ${titleShort}`
+    title: `Unlock your Financial Potential with Ghostfolio - ${title}`
   },
   '/en/blog/2023/07/exploring-the-path-to-fire': {
     featureGraphicPath: 'assets/images/blog/20230701.jpg',
-    title: `Exploring the Path to FIRE - ${titleShort}`
+    title: `Exploring the Path to FIRE - ${title}`
   },
   '/en/blog/2023/08/ghostfolio-joins-oss-friends': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-joins-oss-friends.png',
-    title: `Ghostfolio joins OSS Friends - ${titleShort}`
+    title: `Ghostfolio joins OSS Friends - ${title}`
   },
   '/en/blog/2023/09/ghostfolio-2': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-2.jpg',
-    title: `Announcing Ghostfolio 2.0 - ${titleShort}`
+    title: `Announcing Ghostfolio 2.0 - ${title}`
   },
   '/en/blog/2023/09/hacktoberfest-2023': {
     featureGraphicPath: 'assets/images/blog/hacktoberfest-2023.png',
-    title: `Hacktoberfest 2023 - ${titleShort}`
+    title: `Hacktoberfest 2023 - ${title}`
+  },
+  '/en/blog/2023/11/black-week-2023': {
+    featureGraphicPath: 'assets/images/blog/black-week-2023.jpg',
+    title: `Black Week 2023 - ${title}`
+  },
+  '/en/blog/2023/11/hacktoberfest-2023-debriefing': {
+    featureGraphicPath: 'assets/images/blog/hacktoberfest-2023.png',
+    title: `Hacktoberfest 2023 Debriefing - ${title}`
   }
 };
 
@@ -92,6 +91,9 @@ const isFileRequest = (filename: string) => {
     return true;
   } else if (
     filename.includes('auth/ey') ||
+    filename.includes(
+      'personal-finance-tools/open-source-alternative-to-de.fi'
+    ) ||
     filename.includes(
       'personal-finance-tools/open-source-alternative-to-markets.sh'
     )
@@ -130,10 +132,22 @@ export const HtmlTemplateMiddleware = async (
       languageCode,
       path,
       rootUrl,
-      description: descriptions[languageCode],
+      description: i18nService.getTranslation({
+        languageCode,
+        id: 'metaDescription'
+      }),
       featureGraphicPath:
         locales[path]?.featureGraphicPath ?? 'assets/cover.png',
-      title: locales[path]?.title ?? title
+      keywords: i18nService.getTranslation({
+        languageCode,
+        id: 'metaKeywords'
+      }),
+      title:
+        locales[path]?.title ??
+        `${title} – ${i18nService.getTranslation({
+          languageCode,
+          id: 'slogan'
+        })}`
     });
 
     return response.send(indexHtml);

apps/api/src/services/account-balance/account-balance.module.ts

@@ -1,10 +0,0 @@
-import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
-import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
-import { Module } from '@nestjs/common';
-
-@Module({
-  exports: [AccountBalanceService],
-  imports: [PrismaModule],
-  providers: [AccountBalanceService]
-})
-export class AccountBalanceModule {}

apps/api/src/services/account-balance/account-balance.service.ts

@@ -1,16 +0,0 @@
-import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
-import { Injectable } from '@nestjs/common';
-import { AccountBalance, Prisma } from '@prisma/client';
-
-@Injectable()
-export class AccountBalanceService {
-  public constructor(private readonly prismaService: PrismaService) {}
-
-  public async createAccountBalance(
-    data: Prisma.AccountBalanceCreateInput
-  ): Promise<AccountBalance> {
-    return this.prismaService.accountBalance.create({
-      data
-    });
-  }
-}

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

@@ -8,14 +8,20 @@ export class ApiService {
   public buildFiltersFromQueryParams({
     filterByAccounts,
     filterByAssetClasses,
+    filterByAssetSubClasses,
+    filterBySearchQuery,
     filterByTags
   }: {
     filterByAccounts?: string;
     filterByAssetClasses?: string;
+    filterByAssetSubClasses?: string;
+    filterBySearchQuery?: string;
     filterByTags?: string;
   }): Filter[] {
     const accountIds = filterByAccounts?.split(',') ?? [];
     const assetClasses = filterByAssetClasses?.split(',') ?? [];
+    const assetSubClasses = filterByAssetSubClasses?.split(',') ?? [];
+    const searchQuery = filterBySearchQuery?.toLowerCase();
     const tagIds = filterByTags?.split(',') ?? [];
 
     return [
@@ -31,6 +37,16 @@ export class ApiService {
           type: 'ASSET_CLASS'
         };
       }),
+      ...assetSubClasses.map((assetClass) => {
+        return <Filter>{
+          id: assetClass,
+          type: 'ASSET_SUB_CLASS'
+        };
+      }),
+      {
+        id: searchQuery,
+        type: 'SEARCH_QUERY'
+      },
       ...tagIds.map((tagId) => {
         return <Filter>{
           id: tagId,

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

@@ -38,6 +38,7 @@ export class ConfigurationService {
       JWT_SECRET_KEY: str({}),
       MAX_ACTIVITIES_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
       MAX_ITEM_IN_CACHE: num({ default: 9999 }),
+      OPEN_FIGI_API_KEY: str({ default: '' }),
       PORT: port({ default: 3333 }),
       RAPID_API_API_KEY: str({ default: '' }),
       REDIS_HOST: str({ default: 'localhost' }),

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

@@ -164,6 +164,9 @@ export class DataGatheringService {
         countries,
         currency,
         dataSource,
+        figi,
+        figiComposite,
+        figiShareClass,
         isin,
         name,
         sectors,
@@ -178,6 +181,9 @@ export class DataGatheringService {
             countries,
             currency,
             dataSource,
+            figi,
+            figiComposite,
+            figiShareClass,
             isin,
             name,
             sectors,
@@ -189,6 +195,9 @@ export class DataGatheringService {
             assetSubClass,
             countries,
             currency,
+            figi,
+            figiComposite,
+            figiShareClass,
             isin,
             name,
             sectors,

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

@@ -5,6 +5,7 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
+import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
@@ -105,9 +106,13 @@ export class AlphaVantageService implements DataProviderInterface {
     return DataSource.ALPHA_VANTAGE;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
     return {};
   }
 

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

@@ -56,7 +56,13 @@ export class CoinGeckoService implements DataProviderInterface {
 
       response.name = name;
     } catch (error) {
-      Logger.error(error, 'CoinGeckoService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'CoinGeckoService');
     }
 
     return response;
@@ -134,13 +140,17 @@ export class CoinGeckoService implements DataProviderInterface {
     return DataSource.COINGECKO;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    const results: { [symbol: string]: IDataProviderResponse } = {};
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
-      return {};
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
@@ -148,10 +158,10 @@ export class CoinGeckoService implements DataProviderInterface {
 
       setTimeout(() => {
         abortController.abort();
-      }, DEFAULT_REQUEST_TIMEOUT);
+      }, requestTimeout);
 
-      const response = await got(
-        `${this.URL}/simple/price?ids=${aSymbols.join(
+      const quotes = await got(
+        `${this.URL}/simple/price?ids=${symbols.join(
           ','
         )}&vs_currencies=${DEFAULT_CURRENCY.toLowerCase()}`,
         {
@@ -160,22 +170,26 @@ export class CoinGeckoService implements DataProviderInterface {
         }
       ).json<any>();
 
-      for (const symbol in response) {
-        if (Object.prototype.hasOwnProperty.call(response, symbol)) {
-          results[symbol] = {
-            currency: DEFAULT_CURRENCY,
-            dataProviderInfo: this.getDataProviderInfo(),
-            dataSource: DataSource.COINGECKO,
-            marketPrice: response[symbol][DEFAULT_CURRENCY.toLowerCase()],
-            marketState: 'open'
-          };
-        }
+      for (const symbol in quotes) {
+        response[symbol] = {
+          currency: DEFAULT_CURRENCY,
+          dataProviderInfo: this.getDataProviderInfo(),
+          dataSource: DataSource.COINGECKO,
+          marketPrice: quotes[symbol][DEFAULT_CURRENCY.toLowerCase()],
+          marketState: 'open'
+        };
       }
     } catch (error) {
-      Logger.error(error, 'CoinGeckoService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'CoinGeckoService');
     }
 
-    return results;
+    return response;
   }
 
   public getTestSymbol() {
@@ -214,7 +228,13 @@ export class CoinGeckoService implements DataProviderInterface {
         };
       });
     } catch (error) {
-      Logger.error(error, 'CoinGeckoService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'CoinGeckoService');
     }
 
     return { items };

apps/api/src/services/data-provider/data-enhancer/data-enhancer.module.ts

@@ -1,5 +1,6 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { CryptocurrencyModule } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.module';
+import { OpenFigiDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/openfigi/openfigi.service';
 import { TrackinsightDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/trackinsight/trackinsight.service';
 import { YahooFinanceDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service';
 import { Module } from '@nestjs/common';
@@ -9,6 +10,7 @@ import { DataEnhancerService } from './data-enhancer.service';
 @Module({
   exports: [
     DataEnhancerService,
+    OpenFigiDataEnhancerService,
     TrackinsightDataEnhancerService,
     YahooFinanceDataEnhancerService,
     'DataEnhancers'
@@ -16,15 +18,21 @@ import { DataEnhancerService } from './data-enhancer.service';
   imports: [ConfigurationModule, CryptocurrencyModule],
   providers: [
     DataEnhancerService,
+    OpenFigiDataEnhancerService,
     TrackinsightDataEnhancerService,
     YahooFinanceDataEnhancerService,
     {
       inject: [
+        OpenFigiDataEnhancerService,
         TrackinsightDataEnhancerService,
         YahooFinanceDataEnhancerService
       ],
       provide: 'DataEnhancers',
-      useFactory: (trackinsight, yahooFinance) => [trackinsight, yahooFinance]
+      useFactory: (openfigi, trackinsight, yahooFinance) => [
+        openfigi,
+        trackinsight,
+        yahooFinance
+      ]
     }
   ]
 })

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

@@ -2,6 +2,7 @@ import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/in
 import { HttpException, Inject, Injectable } from '@nestjs/common';
 import { Prisma } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+import ms from 'ms';
 
 @Injectable()
 export class DataEnhancerService {
@@ -24,6 +25,7 @@ export class DataEnhancerService {
 
     try {
       const assetProfile = await dataEnhancer.enhance({
+        requestTimeout: ms('30 seconds'),
         response: {
           assetClass: 'EQUITY',
           assetSubClass: 'ETF'

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

@@ -0,0 +1,87 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
+import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
+import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
+import { parseSymbol } from '@ghostfolio/common/helper';
+import { Injectable } from '@nestjs/common';
+import { SymbolProfile } from '@prisma/client';
+import got, { Headers } from 'got';
+
+@Injectable()
+export class OpenFigiDataEnhancerService implements DataEnhancerInterface {
+  private static baseUrl = 'https://api.openfigi.com';
+
+  public constructor(
+    private readonly configurationService: ConfigurationService
+  ) {}
+
+  public async enhance({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    response,
+    symbol
+  }: {
+    requestTimeout?: number;
+    response: Partial<SymbolProfile>;
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>> {
+    if (
+      !(
+        response.assetClass === 'EQUITY' &&
+        (response.assetSubClass === 'ETF' || response.assetSubClass === 'STOCK')
+      )
+    ) {
+      return response;
+    }
+
+    const headers: Headers = {};
+    const { exchange, ticker } = parseSymbol({
+      symbol,
+      dataSource: response.dataSource
+    });
+
+    if (this.configurationService.get('OPEN_FIGI_API_KEY')) {
+      headers['X-OPENFIGI-APIKEY'] =
+        this.configurationService.get('OPEN_FIGI_API_KEY');
+    }
+
+    let abortController = new AbortController();
+
+    setTimeout(() => {
+      abortController.abort();
+    }, requestTimeout);
+
+    const mappings = await got
+      .post(`${OpenFigiDataEnhancerService.baseUrl}/v3/mapping`, {
+        headers,
+        json: [{ exchCode: exchange, idType: 'TICKER', idValue: ticker }],
+        // @ts-ignore
+        signal: abortController.signal
+      })
+      .json<any[]>();
+
+    if (mappings?.length === 1 && mappings[0].data?.length === 1) {
+      const { compositeFIGI, figi, shareClassFIGI } = mappings[0].data[0];
+
+      if (figi) {
+        response.figi = figi;
+      }
+
+      if (compositeFIGI) {
+        response.figiComposite = compositeFIGI;
+      }
+
+      if (shareClassFIGI) {
+        response.figiShareClass = shareClassFIGI;
+      }
+    }
+
+    return response;
+  }
+
+  public getName() {
+    return 'OPENFIGI';
+  }
+
+  public getTestSymbol() {
+    return undefined;
+  }
+}

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

@@ -21,9 +21,11 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
   };
 
   public async enhance({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
     response,
     symbol
   }: {
+    requestTimeout?: number;
     response: Partial<SymbolProfile>;
     symbol: string;
   }): Promise<Partial<SymbolProfile>> {
@@ -37,7 +39,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
 
     setTimeout(() => {
       abortController.abort();
-    }, DEFAULT_REQUEST_TIMEOUT);
+    }, requestTimeout);
 
     const profile = await got(
       `${TrackinsightDataEnhancerService.baseUrl}/funds/${symbol}.json`,

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

@@ -1,6 +1,10 @@
 import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
 import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
-import { DEFAULT_CURRENCY, UNKNOWN_KEY } from '@ghostfolio/common/config';
+import {
+  DEFAULT_CURRENCY,
+  DEFAULT_REQUEST_TIMEOUT,
+  UNKNOWN_KEY
+} from '@ghostfolio/common/config';
 import { isCurrency } from '@ghostfolio/common/helper';
 import { Injectable, Logger } from '@nestjs/common';
 import {
@@ -10,6 +14,7 @@ import {
   Prisma,
   SymbolProfile
 } from '@prisma/client';
+import { isISIN } from 'class-validator';
 import { countries } from 'countries-list';
 import yahooFinance from 'yahoo-finance2';
 import type { Price } from 'yahoo-finance2/dist/esm/src/modules/quoteSummary-iface';
@@ -71,9 +76,11 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
   }
 
   public async enhance({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
     response,
     symbol
   }: {
+    requestTimeout?: number;
     response: Partial<SymbolProfile>;
     symbol: string;
   }): Promise<Partial<SymbolProfile>> {
@@ -156,7 +163,20 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
     const response: Partial<SymbolProfile> = {};
 
     try {
-      const symbol = this.convertToYahooFinanceSymbol(aSymbol);
+      let symbol = aSymbol;
+
+      if (isISIN(symbol)) {
+        try {
+          const { quotes } = await yahooFinance.search(symbol);
+
+          if (quotes.length === 1) {
+            symbol = quotes[0].symbol;
+          }
+        } catch {}
+      } else {
+        symbol = this.convertToYahooFinanceSymbol(symbol);
+      }
+
       const assetProfile = await yahooFinance.quoteSummary(symbol, {
         modules: ['price', 'summaryProfile', 'topHoldings']
       });
@@ -176,7 +196,7 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
         shortName: assetProfile.price.shortName,
         symbol: assetProfile.price.symbol
       });
-      response.symbol = aSymbol;
+      response.symbol = assetProfile.price.symbol;
 
       if (assetSubClass === AssetSubClass.MUTUALFUND) {
         response.sectors = [];

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

@@ -17,6 +17,7 @@ import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource, MarketData, SymbolProfile } from '@prisma/client';
 import { format, isValid } from 'date-fns';
 import { groupBy, isEmpty, isNumber } from 'lodash';
+import ms from 'ms';
 
 @Injectable()
 export class DataProviderService {
@@ -52,6 +53,7 @@ export class DataProviderService {
           symbol
         }
       ],
+      requestTimeout: ms('30 seconds'),
       useCache: false
     });
 
@@ -236,9 +238,11 @@ export class DataProviderService {
 
   public async getQuotes({
     items,
+    requestTimeout,
     useCache = true
   }: {
     items: UniqueAsset[];
+    requestTimeout?: number;
     useCache?: boolean;
   }): Promise<{
     [symbol: string]: IDataProviderResponse;
@@ -311,7 +315,9 @@ export class DataProviderService {
           i + maximumNumberOfSymbolsPerRequest
         );
 
-        const promise = Promise.resolve(dataProvider.getQuotes(symbolsChunk));
+        const promise = Promise.resolve(
+          dataProvider.getQuotes({ requestTimeout, symbols: symbolsChunk })
+        );
 
         promises.push(
           promise.then(async (result) => {
@@ -340,7 +346,7 @@ export class DataProviderService {
             );
 
             try {
-              this.marketDataService.updateMany({
+              await this.marketDataService.updateMany({
                 data: Object.keys(response)
                   .filter((symbol) => {
                     return (

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

@@ -131,28 +131,34 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return DataSource.EOD_HISTORICAL_DATA;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    const symbols = aSymbols.map((symbol) => {
-      return this.convertToEodSymbol(symbol);
-    });
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    let response: { [symbol: string]: IDataProviderResponse } = {};
 
     if (symbols.length <= 0) {
-      return {};
+      return response;
     }
 
+    const eodHistoricalDataSymbols = symbols.map((symbol) => {
+      return this.convertToEodSymbol(symbol);
+    });
+
     try {
       const abortController = new AbortController();
 
       setTimeout(() => {
         abortController.abort();
-      }, DEFAULT_REQUEST_TIMEOUT);
+      }, requestTimeout);
 
       const realTimeResponse = await got(
-        `${this.URL}/real-time/${symbols[0]}?api_token=${
+        `${this.URL}/real-time/${eodHistoricalDataSymbols[0]}?api_token=${
           this.apiKey
-        }&fmt=json&s=${symbols.join(',')}`,
+        }&fmt=json&s=${eodHistoricalDataSymbols.join(',')}`,
         {
           // @ts-ignore
           signal: abortController.signal
@@ -160,10 +166,12 @@ export class EodHistoricalDataService implements DataProviderInterface {
       ).json<any>();
 
       const quotes =
-        symbols.length === 1 ? [realTimeResponse] : realTimeResponse;
+        eodHistoricalDataSymbols.length === 1
+          ? [realTimeResponse]
+          : realTimeResponse;
 
       const searchResponse = await Promise.all(
-        symbols
+        eodHistoricalDataSymbols
           .filter((symbol) => {
             return !symbol.endsWith('.FOREX');
           })
@@ -176,7 +184,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
         return items[0];
       });
 
-      const response = quotes.reduce(
+      response = quotes.reduce(
         (
           result: { [symbol: string]: IDataProviderResponse },
           { close, code, timestamp }
@@ -221,7 +229,13 @@ export class EodHistoricalDataService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      Logger.error(error, 'EodHistoricalDataService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'EodHistoricalDataService');
     }
 
     return {};
@@ -283,7 +297,6 @@ export class EodHistoricalDataService implements DataProviderInterface {
     if (symbol.endsWith('.FOREX')) {
       symbol = symbol.replace('GBX', 'GBp');
       symbol = symbol.replace('.FOREX', '');
-      symbol = `${DEFAULT_CURRENCY}${symbol}`;
     }
 
     return symbol;
@@ -292,7 +305,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
   /**
    * Converts a symbol to a EOD symbol
    *
-   * Currency:  USDCHF  -> CHF.FOREX
+   * Currency:  USDCHF  -> USDCHF.FOREX
    */
   private convertToEodSymbol(aSymbol: string) {
     if (
@@ -304,9 +317,10 @@ export class EodHistoricalDataService implements DataProviderInterface {
           aSymbol.substring(0, aSymbol.length - DEFAULT_CURRENCY.length)
         )
       ) {
-        return `${aSymbol
-          .replace('GBp', 'GBX')
-          .replace(DEFAULT_CURRENCY, '')}.FOREX`;
+        let symbol = aSymbol;
+        symbol = symbol.replace('GBp', 'GBX');
+
+        return `${symbol}.FOREX`;
       }
     }
 
@@ -374,7 +388,13 @@ export class EodHistoricalDataService implements DataProviderInterface {
         }
       );
     } catch (error) {
-      Logger.error(error, 'EodHistoricalDataService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'EodHistoricalDataService');
     }
 
     return searchResult;

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

@@ -113,13 +113,17 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     return DataSource.FINANCIAL_MODELING_PREP;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    const results: { [symbol: string]: IDataProviderResponse } = {};
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
-      return {};
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
@@ -127,18 +131,18 @@ export class FinancialModelingPrepService implements DataProviderInterface {
 
       setTimeout(() => {
         abortController.abort();
-      }, DEFAULT_REQUEST_TIMEOUT);
+      }, requestTimeout);
 
-      const response = await got(
-        `${this.URL}/quote/${aSymbols.join(',')}?apikey=${this.apiKey}`,
+      const quotes = await got(
+        `${this.URL}/quote/${symbols.join(',')}?apikey=${this.apiKey}`,
         {
           // @ts-ignore
           signal: abortController.signal
         }
       ).json<any>();
 
-      for (const { price, symbol } of response) {
-        results[symbol] = {
+      for (const { price, symbol } of quotes) {
+        response[symbol] = {
           currency: DEFAULT_CURRENCY,
           dataProviderInfo: this.getDataProviderInfo(),
           dataSource: DataSource.FINANCIAL_MODELING_PREP,
@@ -147,10 +151,16 @@ export class FinancialModelingPrepService implements DataProviderInterface {
         };
       }
     } catch (error) {
-      Logger.error(error, 'FinancialModelingPrepService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'FinancialModelingPrepService');
     }
 
-    return results;
+    return response;
   }
 
   public getTestSymbol() {
@@ -192,7 +202,13 @@ export class FinancialModelingPrepService implements DataProviderInterface {
         };
       });
     } catch (error) {
-      Logger.error(error, 'FinancialModelingPrepService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'FinancialModelingPrepService');
     }
 
     return { items };

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

@@ -7,6 +7,7 @@ import {
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
+import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
@@ -99,18 +100,22 @@ export class GoogleSheetsService implements DataProviderInterface {
     return DataSource.GOOGLE_SHEETS;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aSymbols.length <= 0) {
-      return {};
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
+
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
-      const response: { [symbol: string]: IDataProviderResponse } = {};
-
       const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
-        aSymbols.map((symbol) => {
+        symbols.map((symbol) => {
           return {
             symbol,
             dataSource: this.getName()
@@ -129,7 +134,7 @@ export class GoogleSheetsService implements DataProviderInterface {
         const marketPrice = parseFloat(row['marketPrice']);
         const symbol = row['symbol'];
 
-        if (aSymbols.includes(symbol)) {
+        if (symbols.includes(symbol)) {
           response[symbol] = {
             marketPrice,
             currency: symbolProfiles.find((symbolProfile) => {

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

@@ -2,9 +2,11 @@ import { SymbolProfile } from '@prisma/client';
 
 export interface DataEnhancerInterface {
   enhance({
+    requestTimeout,
     response,
     symbol
   }: {
+    requestTimeout?: number;
     response: Partial<SymbolProfile>;
     symbol: string;
   }): Promise<Partial<SymbolProfile>>;

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

@@ -36,9 +36,13 @@ export interface DataProviderInterface {
 
   getName(): DataSource;
 
-  getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }>;
+  getQuotes({
+    requestTimeout,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }>;
 
   getTestSymbol(): string;
 

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

@@ -133,18 +133,22 @@ export class ManualService implements DataProviderInterface {
     return DataSource.MANUAL;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
     const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
+    if (symbols.length <= 0) {
       return response;
     }
 
     try {
       const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
-        aSymbols.map((symbol) => {
+        symbols.map((symbol) => {
           return { symbol, dataSource: this.getName() };
         })
       );
@@ -154,10 +158,10 @@ export class ManualService implements DataProviderInterface {
         orderBy: {
           date: 'desc'
         },
-        take: aSymbols.length,
+        take: symbols.length,
         where: {
           symbol: {
-            in: aSymbols
+            in: symbols
           }
         }
       });

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

@@ -87,15 +87,19 @@ export class RapidApiService implements DataProviderInterface {
     return DataSource.RAPID_API;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aSymbols.length <= 0) {
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    if (symbols.length <= 0) {
       return {};
     }
 
     try {
-      const symbol = aSymbols[0];
+      const symbol = symbols[0];
 
       if (symbol === ghostfolioFearAndGreedIndexSymbol) {
         const fgi = await this.getFearAndGreedIndex();
@@ -159,7 +163,13 @@ export class RapidApiService implements DataProviderInterface {
 
       return fgi;
     } catch (error) {
-      Logger.error(error, 'RapidApiService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'RapidApiService');
 
       return undefined;
     }

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

@@ -6,7 +6,10 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
-import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
+import {
+  DEFAULT_CURRENCY,
+  DEFAULT_REQUEST_TIMEOUT
+} from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
@@ -30,7 +33,7 @@ export class YahooFinanceService implements DataProviderInterface {
   public async getAssetProfile(
     aSymbol: string
   ): Promise<Partial<SymbolProfile>> {
-    const { assetClass, assetSubClass, currency, name } =
+    const { assetClass, assetSubClass, currency, name, symbol } =
       await this.yahooFinanceDataEnhancerService.getAssetProfile(aSymbol);
 
     return {
@@ -38,8 +41,8 @@ export class YahooFinanceService implements DataProviderInterface {
       assetSubClass,
       currency,
       name,
-      dataSource: this.getName(),
-      symbol: aSymbol
+      symbol,
+      dataSource: this.getName()
     };
   }
 
@@ -156,20 +159,24 @@ export class YahooFinanceService implements DataProviderInterface {
     return DataSource.YAHOO;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aSymbols.length <= 0) {
-      return {};
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
+
+    if (symbols.length <= 0) {
+      return response;
     }
 
-    const yahooFinanceSymbols = aSymbols.map((symbol) =>
+    const yahooFinanceSymbols = symbols.map((symbol) =>
       this.yahooFinanceDataEnhancerService.convertToYahooFinanceSymbol(symbol)
     );
 
     try {
-      const response: { [symbol: string]: IDataProviderResponse } = {};
-
       let quotes: Pick<
         Quote,
         'currency' | 'marketState' | 'regularMarketPrice' | 'symbol'

apps/api/src/services/exchange-rate-data/exchange-rate-data.service.ts

@@ -95,6 +95,30 @@ export class ExchangeRateDataService {
       const [currency1, currency2] = symbol.match(/.{1,3}/g);
       const [date] = Object.keys(result[symbol]);
 
+      // Add derived currencies
+      if (currency2 === 'GBP') {
+        resultExtended[`${currency1}GBp`] = {
+          [date]: {
+            marketPrice:
+              result[`${currency1}${currency2}`][date].marketPrice * 100
+          }
+        };
+      } else if (currency2 === 'ILS') {
+        resultExtended[`${currency1}ILA`] = {
+          [date]: {
+            marketPrice:
+              result[`${currency1}${currency2}`][date].marketPrice * 100
+          }
+        };
+      } else if (currency2 === 'ZAR') {
+        resultExtended[`${currency1}ZAc`] = {
+          [date]: {
+            marketPrice:
+              result[`${currency1}${currency2}`][date].marketPrice * 100
+          }
+        };
+      }
+
       // Calculate the opposite direction
       resultExtended[`${currency2}${currency1}`] = {
         [date]: {

apps/api/src/services/i18n/i18n.service.ts

@@ -0,0 +1,67 @@
+import { readFileSync, readdirSync } from 'fs';
+import { join } from 'path';
+
+import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
+import { Logger } from '@nestjs/common';
+import * as cheerio from 'cheerio';
+
+export class I18nService {
+  private localesPath = join(__dirname, 'assets', 'locales');
+  private translations: { [locale: string]: cheerio.CheerioAPI } = {};
+
+  public constructor() {
+    this.loadFiles();
+  }
+
+  public getTranslation({
+    id,
+    languageCode
+  }: {
+    id: string;
+    languageCode: string;
+  }): string {
+    const $ = this.translations[languageCode];
+
+    if (!$) {
+      Logger.warn(`Translation not found for locale '${languageCode}'`);
+    }
+
+    const translatedText = $(
+      `trans-unit[id="${id}"] > ${
+        languageCode === DEFAULT_LANGUAGE_CODE ? 'source' : 'target'
+      }`
+    ).text();
+
+    if (!translatedText) {
+      Logger.warn(
+        `Translation not found for id '${id}' in locale '${languageCode}'`
+      );
+    }
+
+    return translatedText.trim();
+  }
+
+  private loadFiles() {
+    try {
+      const files = readdirSync(this.localesPath, 'utf-8');
+
+      for (const file of files) {
+        const xmlData = readFileSync(join(this.localesPath, file), 'utf8');
+        this.translations[this.parseLanguageCode(file)] =
+          this.parseXml(xmlData);
+      }
+    } catch (error) {
+      Logger.error(error, 'I18nService');
+    }
+  }
+
+  private parseLanguageCode(aFileName: string) {
+    const match = aFileName.match(/\.([a-zA-Z]+)\.xlf$/);
+
+    return match ? match[1] : DEFAULT_LANGUAGE_CODE;
+  }
+
+  private parseXml(xmlData: string): cheerio.CheerioAPI {
+    return cheerio.load(xmlData, { xmlMode: true });
+  }
+}

apps/api/src/services/interfaces/environment.interface.ts

@@ -26,6 +26,7 @@ export interface Environment extends CleanedEnvAccessors {
   JWT_SECRET_KEY: string;
   MAX_ACTIVITIES_TO_IMPORT: number;
   MAX_ITEM_IN_CACHE: number;
+  OPEN_FIGI_API_KEY: string;
   PORT: number;
   RAPID_API_API_KEY: string;
   REDIS_HOST: string;

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

@@ -39,28 +39,32 @@ export class MarketDataService {
     });
   }
 
-  public async getMax({ dataSource, symbol }: UniqueAsset): Promise<number> {
-    const aggregations = await this.prismaService.marketData.aggregate({
-      _max: {
+  public async getMax({ dataSource, symbol }: UniqueAsset) {
+    return this.prismaService.marketData.findFirst({
+      select: {
+        date: true,
         marketPrice: true
       },
+      orderBy: [
+        {
+          marketPrice: 'desc'
+        }
+      ],
       where: {
         dataSource,
         symbol
       }
     });
-
-    return aggregations._max.marketPrice;
   }
 
   public async getRange({
     dateQuery,
-    symbols
+    uniqueAssets
   }: {
     dateQuery: DateQuery;
-    symbols: string[];
+    uniqueAssets: UniqueAsset[];
   }): Promise<MarketData[]> {
-    return await this.prismaService.marketData.findMany({
+    return this.prismaService.marketData.findMany({
       orderBy: [
         {
           date: 'asc'
@@ -70,24 +74,33 @@ export class MarketDataService {
         }
       ],
       where: {
+        dataSource: {
+          in: uniqueAssets.map(({ dataSource }) => {
+            return dataSource;
+          })
+        },
         date: dateQuery,
         symbol: {
-          in: symbols
+          in: uniqueAssets.map(({ symbol }) => {
+            return symbol;
+          })
         }
       }
     });
   }
 
   public async marketDataItems(params: {
+    select?: Prisma.MarketDataSelectScalar;
     skip?: number;
     take?: number;
     cursor?: Prisma.MarketDataWhereUniqueInput;
     where?: Prisma.MarketDataWhereInput;
     orderBy?: Prisma.MarketDataOrderByWithRelationInput;
   }): Promise<MarketData[]> {
-    const { skip, take, cursor, where, orderBy } = params;
+    const { select, skip, take, cursor, where, orderBy } = params;
 
     return this.prismaService.marketData.findMany({
+      select,
       cursor,
       orderBy,
       skip,

apps/api/src/services/symbol-profile/symbol-profile.service.ts

@@ -52,20 +52,12 @@ export class SymbolProfileService {
           SymbolProfileOverrides: true
         },
         where: {
-          AND: [
-            {
-              dataSource: {
-                in: aUniqueAssets.map(({ dataSource }) => {
-                  return dataSource;
-                })
-              },
-              symbol: {
-                in: aUniqueAssets.map(({ symbol }) => {
-                  return symbol;
-                })
-              }
-            }
-          ]
+          OR: aUniqueAssets.map(({ dataSource, symbol }) => {
+            return {
+              dataSource,
+              symbol
+            };
+          })
         }
       })
       .then((symbolProfiles) => this.getSymbols(symbolProfiles));
@@ -94,14 +86,24 @@ export class SymbolProfileService {
   }
 
   public updateSymbolProfile({
+    assetClass,
+    assetSubClass,
     comment,
     dataSource,
+    name,
     scraperConfiguration,
     symbol,
     symbolMapping
   }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
     return this.prismaService.symbolProfile.update({
-      data: { comment, scraperConfiguration, symbolMapping },
+      data: {
+        assetClass,
+        assetSubClass,
+        comment,
+        name,
+        scraperConfiguration,
+        symbolMapping
+      },
       where: { dataSource_symbol: { dataSource, symbol } }
     });
   }

apps/api/src/services/twitter-bot/twitter-bot.service.ts

@@ -57,7 +57,7 @@ export class TwitterBotService {
           symbolItem.marketPrice
         }/100)`;
 
-        const benchmarkListing = await this.getBenchmarkListing(3);
+        const benchmarkListing = await this.getBenchmarkListing();
 
         if (benchmarkListing?.length > 1) {
           status += '\n\n';
@@ -78,29 +78,22 @@ export class TwitterBotService {
     }
   }
 
-  private async getBenchmarkListing(aMax: number) {
+  private async getBenchmarkListing() {
     const benchmarks = await this.benchmarkService.getBenchmarks({
+      enableSharing: true,
       useCache: false
     });
 
-    const benchmarkListing: string[] = [];
-
-    for (const [index, benchmark] of benchmarks.entries()) {
-      if (index > aMax - 1) {
-        break;
-      }
-
-      benchmarkListing.push(
-        `${benchmark.name} ${(
-          benchmark.performances.allTimeHigh.performancePercent * 100
+    return benchmarks
+      .map(({ marketCondition, name, performances }) => {
+        return `${name} ${(
+          performances.allTimeHigh.performancePercent * 100
         ).toFixed(1)}%${
-          benchmark.marketCondition !== 'NEUTRAL_MARKET'
-            ? ' ' + resolveMarketCondition(benchmark.marketCondition).emoji
+          marketCondition !== 'NEUTRAL_MARKET'
+            ? ' ' + resolveMarketCondition(marketCondition).emoji
             : ''
-        }`
-      );
-    }
-
-    return benchmarkListing.join('\n');
+        }`;
+      })
+      .join('\n');
   }
 }

apps/client/project.json

@@ -60,6 +60,10 @@
           "baseHref": "/nl/",
           "localize": ["nl"]
         },
+        "development-pl": {
+          "baseHref": "/pl/",
+          "localize": ["pl"]
+        },
         "development-pt": {
           "baseHref": "/pt/",
           "localize": ["pt"]
@@ -124,6 +128,9 @@
           {
             "command": "shx cp apps/client/src/assets/site.webmanifest dist/apps/client"
           },
+          {
+            "command": "shx cp -r apps/client/src/locales dist/apps/api/assets"
+          },
           {
             "command": "shx cp node_modules/ionicons/dist/index.js dist/apps/client"
           },
@@ -145,8 +152,8 @@
     "serve": {
       "executor": "@nx/angular:webpack-dev-server",
       "options": {
-        "browserTarget": "client:build",
-        "proxyConfig": "apps/client/proxy.conf.json"
+        "proxyConfig": "apps/client/proxy.conf.json",
+        "browserTarget": "client:build"
       },
       "configurations": {
         "development-de": {
@@ -167,6 +174,9 @@
         "development-nl": {
           "browserTarget": "client:build:development-nl"
         },
+        "development-pl": {
+          "browserTarget": "client:build:development-pl"
+        },
         "development-pt": {
           "browserTarget": "client:build:development-pt"
         },
@@ -190,6 +200,7 @@
           "messages.fr.xlf",
           "messages.it.xlf",
           "messages.nl.xlf",
+          "messages.pl.xlf",
           "messages.pt.xlf",
           "messages.tr.xlf"
         ]
@@ -204,8 +215,7 @@
     "test": {
       "executor": "@nx/jest:jest",
       "options": {
-        "jestConfig": "apps/client/jest.config.ts",
-        "passWithNoTests": true
+        "jestConfig": "apps/client/jest.config.ts"
       },
       "outputs": ["{workspaceRoot}/coverage/apps/client"]
     }
@@ -232,6 +242,10 @@
         "baseHref": "/nl/",
         "translation": "apps/client/src/locales/messages.nl.xlf"
       },
+      "pl": {
+        "baseHref": "/pl/",
+        "translation": "apps/client/src/locales/messages.pl.xlf"
+      },
       "pt": {
         "baseHref": "/pt/",
         "translation": "apps/client/src/locales/messages.pt.xlf"

apps/client/src/app/adapter/custom-date-adapter.ts

@@ -1,4 +1,3 @@
-import { Platform } from '@angular/cdk/platform';
 import { Inject, forwardRef } from '@angular/core';
 import { MAT_DATE_LOCALE, NativeDateAdapter } from '@angular/material/core';
 import { getDateFormatString } from '@ghostfolio/common/helper';
@@ -7,10 +6,9 @@ import { addYears, format, getYear, parse } from 'date-fns';
 export class CustomDateAdapter extends NativeDateAdapter {
   public constructor(
     @Inject(MAT_DATE_LOCALE) public locale: string,
-    @Inject(forwardRef(() => MAT_DATE_LOCALE)) matDateLocale: string,
-    platform: Platform
+    @Inject(forwardRef(() => MAT_DATE_LOCALE)) matDateLocale: string
   ) {
-    super(matDateLocale, platform);
+    super(matDateLocale);
   }
 
   /**

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

@@ -73,6 +73,11 @@ const routes: Routes = [
     loadChildren: () =>
       import('./pages/home/home-page.module').then((m) => m.HomePageModule)
   },
+  {
+    path: 'i18n',
+    loadChildren: () =>
+      import('./pages/i18n/i18n-page.module').then((m) => m.I18nPageModule)
+  },
   {
     path: paths.markets,
     loadChildren: () =>

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

@@ -1,6 +1,6 @@
 <header>
   <div
-    *ngIf="canCreateAccount || (info?.systemMessage && user)"
+    *ngIf="canCreateAccount || user?.systemMessage"
     class="info-message-container"
   >
     <div class="info-message-inner-container position-fixed w-100">
@@ -19,11 +19,11 @@
           </div></a
         >
         <div
-          *ngIf="!canCreateAccount && info?.systemMessage && user"
+          *ngIf="!canCreateAccount && user?.systemMessage"
           class="cursor-pointer d-inline-block info-message text-truncate"
-          (click)="onShowSystemMessage()"
+          (click)="onClickSystemMessage()"
         >
-          {{ info.systemMessage }}
+          {{ user.systemMessage.message }}
         </div>
       </div>
     </div>
@@ -32,6 +32,7 @@
   <gf-header
     class="position-fixed w-100"
     [currentRoute]="currentRoute"
+    [deviceType]="deviceType"
     [hasTabs]="hasTabs"
     [info]="info"
     [pageTitle]="pageTitle"
@@ -126,8 +127,11 @@
               class="align-items-baseline d-flex"
               href="https://twitter.com/ghostfolio_"
               target="_blank"
-              title="Follow Ghostfolio on Twitter"
-              >Twitter<ion-icon class="ml-1" name="open-outline"></ion-icon
+              title="Follow Ghostfolio on X (formerly Twitter)"
+              >X (formerly Twitter)<ion-icon
+                class="ml-1"
+                name="open-outline"
+              ></ion-icon
             ></a>
           </li>
           <li>&nbsp;</li>
@@ -149,6 +153,11 @@
           <li>
             <a href="../nl" title="Ghostfolio in Nederlands">Nederlands</a>
           </li>
+          <!--
+            <li>
+              <a href="../pl" title="Ghostfolio in Polski">Polski</a>
+            </li>
+          -->
           <li>
             <a href="../pt" title="Ghostfolio in Português">Português</a>
           </li>
@@ -164,7 +173,6 @@
     <div class="row text-center">
       <div class="col">
         © 2021 - {{ currentYear }} <a href="https://ghostfol.io">Ghostfolio</a>
-        {{ version }}
       </div>
     </div>
 

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

@@ -17,7 +17,6 @@ import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { filter, takeUntil } from 'rxjs/operators';
 
-import { environment } from '../environments/environment';
 import { DataService } from './services/data.service';
 import { TokenStorageService } from './services/token-storage.service';
 import { UserService } from './services/user/user.service';
@@ -60,7 +59,6 @@ export class AppComponent implements OnDestroy, OnInit {
   public routerLinkResources = ['/' + $localize`resources`];
   public showFooter = false;
   public user: User;
-  public version = environment.version;
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -157,10 +155,7 @@ export class AppComponent implements OnDestroy, OnInit {
         );
 
         this.hasInfoMessage =
-          hasPermission(
-            this.user?.permissions,
-            permissions.createUserAccount
-          ) || !!this.info.systemMessage;
+          this.canCreateAccount || !!this.user?.systemMessage;
 
         this.initializeTheme(this.user?.settings.colorScheme);
 
@@ -168,12 +163,16 @@ export class AppComponent implements OnDestroy, OnInit {
       });
   }
 
-  public onCreateAccount() {
-    this.tokenStorageService.signOut();
+  public onClickSystemMessage() {
+    if (this.user.systemMessage.routerLink) {
+      this.router.navigate(this.user.systemMessage.routerLink);
+    } else {
+      alert(this.user.systemMessage.message);
+    }
   }
 
-  public onShowSystemMessage() {
-    alert(this.info.systemMessage);
+  public onCreateAccount() {
+    this.tokenStorageService.signOut();
   }
 
   public onSignOut() {

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

@@ -1,6 +1,6 @@
 import { Platform } from '@angular/cdk/platform';
 import { HttpClientModule } from '@angular/common/http';
-import { NgModule } from '@angular/core';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatAutocompleteModule } from '@angular/material/autocomplete';
 import { MatChipsModule } from '@angular/material/chips';
 import {
@@ -35,6 +35,7 @@ export function NgxStripeFactory(): string {
 }
 
 @NgModule({
+  bootstrap: [AppComponent],
   declarations: [AppComponent],
   imports: [
     AppRoutingModule,
@@ -72,6 +73,6 @@ export function NgxStripeFactory(): string {
       useFactory: NgxStripeFactory
     }
   ],
-  bootstrap: [AppComponent]
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class AppModule {}

apps/client/src/app/components/access-table/access-table.component.html

@@ -1,15 +1,3 @@
-<div *ngIf="hasPermissionToCreateAccess" class="d-flex justify-content-end">
-  <a
-    color="primary"
-    i18n
-    mat-flat-button
-    [queryParams]="{ createDialog: true }"
-    [routerLink]="[]"
-  >
-    Add Access
-  </a>
-</div>
-
 <table class="gf-table w-100" mat-table [dataSource]="dataSource">
   <ng-container matColumnDef="alias">
     <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Alias</th>

apps/client/src/app/components/access-table/access-table.component.ts

@@ -19,7 +19,6 @@ import { Access } from '@ghostfolio/common/interfaces';
 })
 export class AccessTableComponent implements OnChanges, OnInit {
   @Input() accesses: Access[];
-  @Input() hasPermissionToCreateAccess = false;
   @Input() showActions: boolean;
 
   @Output() accessDeleted = new EventEmitter<string>();

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.component.scss

@@ -3,5 +3,9 @@
 
   .mat-mdc-dialog-content {
     max-height: unset;
+
+    .chart-container {
+      aspect-ratio: 16 / 9;
+    }
   }
 }

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.component.ts

@@ -8,11 +8,15 @@ import {
 } from '@angular/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { DataService } from '@ghostfolio/client/services/data.service';
+import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { downloadAsFile } from '@ghostfolio/common/helper';
-import { User } from '@ghostfolio/common/interfaces';
+import {
+  AccountBalancesResponse,
+  HistoricalDataItem,
+  User
+} from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
-import { translate } from '@ghostfolio/ui/i18n';
 import Big from 'big.js';
 import { format, parseISO } from 'date-fns';
 import { isNumber } from 'lodash';
@@ -20,6 +24,7 @@ import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
 import { AccountDetailDialogParams } from './interfaces/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 
 @Component({
   host: { class: 'd-flex flex-column h-100' },
@@ -29,11 +34,17 @@ import { AccountDetailDialogParams } from './interfaces/interfaces';
   styleUrls: ['./account-detail-dialog.component.scss']
 })
 export class AccountDetailDialog implements OnDestroy, OnInit {
+  public accountBalances: AccountBalancesResponse['balances'];
+  public activities: OrderWithAccount[];
   public balance: number;
   public currency: string;
   public equity: number;
+  public hasImpersonationId: boolean;
+  public hasPermissionToDeleteAccountBalance: boolean;
+  public historicalDataItems: HistoricalDataItem[];
+  public isLoadingActivities: boolean;
+  public isLoadingChart: boolean;
   public name: string;
-  public orders: OrderWithAccount[];
   public platformName: string;
   public transactionCount: number;
   public user: User;
@@ -46,6 +57,7 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
     @Inject(MAT_DIALOG_DATA) public data: AccountDetailDialogParams,
     private dataService: DataService,
     public dialogRef: MatDialogRef<AccountDetailDialog>,
+    private impersonationStorageService: ImpersonationStorageService,
     private userService: UserService
   ) {
     this.userService.stateChanged
@@ -54,12 +66,19 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
+          this.hasPermissionToDeleteAccountBalance = hasPermission(
+            this.user.permissions,
+            permissions.deleteAccountBalance
+          );
+
           this.changeDetectorRef.markForCheck();
         }
       });
   }
 
-  public ngOnInit(): void {
+  public ngOnInit() {
+    this.isLoadingActivities = true;
+
     this.dataService
       .fetchAccount(this.data.accountId)
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -97,21 +116,45 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
       })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ activities }) => {
-        this.orders = activities;
+        this.activities = activities;
+
+        this.isLoadingActivities = false;
 
         this.changeDetectorRef.markForCheck();
       });
+
+    this.impersonationStorageService
+      .onChangeHasImpersonation()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((impersonationId) => {
+        this.hasImpersonationId = !!impersonationId;
+      });
+
+    this.fetchAccountBalances();
+    this.fetchPortfolioPerformance();
   }
 
-  public onClose(): void {
+  public onClose() {
     this.dialogRef.close();
   }
 
+  public onDeleteAccountBalance(aId: string) {
+    this.dataService
+      .deleteAccountBalance(aId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe({
+        next: () => {
+          this.fetchAccountBalances();
+          this.fetchPortfolioPerformance();
+        }
+      });
+  }
+
   public onExport() {
     this.dataService
       .fetchExport(
-        this.orders.map((order) => {
-          return order.id;
+        this.activities.map(({ id }) => {
+          return id;
         })
       )
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -129,6 +172,51 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
       });
   }
 
+  private fetchAccountBalances() {
+    this.dataService
+      .fetchAccountBalances(this.data.accountId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ balances }) => {
+        this.accountBalances = balances;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
+  private fetchPortfolioPerformance() {
+    this.isLoadingChart = true;
+
+    this.dataService
+      .fetchPortfolioPerformance({
+        filters: [
+          {
+            id: this.data.accountId,
+            type: 'ACCOUNT'
+          }
+        ],
+        range: 'max',
+        withExcludedAccounts: true
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ chart }) => {
+        this.historicalDataItems = chart.map(
+          ({ date, netWorth, netWorthInPercentage }) => {
+            return {
+              date,
+              value:
+                this.hasImpersonationId || this.user.settings.isRestrictedView
+                  ? netWorthInPercentage
+                  : netWorth
+            };
+          }
+        );
+
+        this.isLoadingChart = false;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html

@@ -20,7 +20,18 @@
       </div>
     </div>
 
-    <div class="row">
+    <div class="chart-container mb-3">
+      <gf-investment-chart
+        class="h-100"
+        [currency]="user?.settings?.baseCurrency"
+        [historicalDataItems]="historicalDataItems"
+        [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+        [isLoading]="isLoadingChart"
+        [locale]="user?.settings?.locale"
+      ></gf-investment-chart>
+    </div>
+
+    <div class="mb-3 row">
       <div class="col-6 mb-3">
         <gf-value
           i18n
@@ -53,11 +64,15 @@
       </div>
     </div>
 
-    <div class="row" [ngClass]="{ 'd-none': !orders?.length }">
-      <div class="col mb-3">
-        <div class="h5 mb-0" i18n>Activities</div>
+    <mat-tab-group
+      animationDuration="0"
+      [mat-stretch-tabs]="false"
+      [ngClass]="{ 'd-none': isLoadingActivities }"
+    >
+      <mat-tab>
+        <ng-template i18n mat-tab-label>Activities</ng-template>
         <gf-activities-table
-          [activities]="orders"
+          [activities]="activities"
           [baseCurrency]="user?.settings?.baseCurrency"
           [deviceType]="data.deviceType"
           [hasPermissionToCreateActivity]="false"
@@ -68,8 +83,18 @@
           [showActions]="false"
           (export)="onExport()"
         ></gf-activities-table>
-      </div>
-    </div>
+      </mat-tab>
+      <mat-tab>
+        <ng-template i18n mat-tab-label>Cash Balances</ng-template>
+        <gf-account-balances
+          [accountBalances]="accountBalances"
+          [accountId]="data.accountId"
+          [locale]="user?.settings?.locale"
+          [showActions]="!hasImpersonationId && hasPermissionToDeleteAccountBalance && !user.settings.isRestrictedView"
+          (accountBalanceDeleted)="onDeleteAccountBalance($event)"
+        ></gf-account-balances>
+      </mat-tab>
+    </mat-tab-group>
   </div>
 </div>
 

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.module.ts

@@ -2,8 +2,11 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
+import { MatTabsModule } from '@angular/material/tabs';
 import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
 import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
+import { GfInvestmentChartModule } from '@ghostfolio/client/components/investment-chart/investment-chart.module';
+import { GfAccountBalancesModule } from '@ghostfolio/ui/account-balances/account-balances.module';
 import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
@@ -14,12 +17,15 @@ import { AccountDetailDialog } from './account-detail-dialog.component';
   declarations: [AccountDetailDialog],
   imports: [
     CommonModule,
+    GfAccountBalancesModule,
     GfActivitiesTableModule,
     GfDialogFooterModule,
     GfDialogHeaderModule,
+    GfInvestmentChartModule,
     GfValueModule,
     MatButtonModule,
     MatDialogModule,
+    MatTabsModule,
     NgxSkeletonLoaderModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

apps/client/src/app/components/accounts-table/accounts-table.component.html

@@ -1,3 +1,15 @@
+<div *ngIf="showActions" class="d-flex justify-content-end">
+  <button
+    class="align-items-center d-flex"
+    mat-stroked-button
+    [disabled]="dataSource?.data.length < 2"
+    (click)="onTransferBalance()"
+  >
+    <ion-icon class="mr-2" name="arrow-redo-outline"></ion-icon>
+    <ng-container i18n>Transfer Cash Balance</ng-container>...
+  </button>
+</div>
+
 <table class="gf-table w-100" mat-table matSort [dataSource]="dataSource">
   <ng-container matColumnDef="status">
     <th
@@ -242,16 +254,20 @@
       </button>
       <mat-menu #accountMenu="matMenu" xPosition="before">
         <button mat-menu-item (click)="onUpdateAccount(element)">
-          <ion-icon class="mr-2" name="create-outline"></ion-icon>
-          <span i18n>Edit</span>
+          <span class="align-items-center d-flex">
+            <ion-icon class="mr-2" name="create-outline"></ion-icon>
+            <span i18n>Edit</span>
+          </span>
         </button>
         <button
           mat-menu-item
           [disabled]="element.isDefault || element.transactionCount > 0"
           (click)="onDeleteAccount(element.id)"
         >
-          <ion-icon class="mr-2" name="trash-outline"></ion-icon>
-          <span i18n>Delete</span>
+          <span class="align-items-center d-flex">
+            <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+            <span i18n>Delete</span>
+          </span>
         </button>
       </mat-menu>
     </td>

apps/client/src/app/components/accounts-table/accounts-table.component.ts

@@ -34,6 +34,7 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
 
   @Output() accountDeleted = new EventEmitter<string>();
   @Output() accountToUpdate = new EventEmitter<AccountModel>();
+  @Output() transferBalance = new EventEmitter<void>();
 
   @ViewChild(MatSort) sort: MatSort;
 
@@ -97,6 +98,10 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
     alert(aComment);
   }
 
+  public onTransferBalance() {
+    this.transferBalance.emit();
+  }
+
   public onUpdateAccount(aAccount: AccountModel) {
     this.accountToUpdate.emit(aAccount);
   }

apps/client/src/app/components/admin-jobs/admin-jobs.component.ts

@@ -6,6 +6,7 @@ import {
   OnInit
 } from '@angular/core';
 import { FormBuilder, FormGroup } from '@angular/forms';
+import { MatTableDataSource } from '@angular/material/table';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { QUEUE_JOB_STATUS_LIST } from '@ghostfolio/common/config';
@@ -24,7 +25,19 @@ import { takeUntil } from 'rxjs/operators';
 export class AdminJobsComponent implements OnDestroy, OnInit {
   public defaultDateTimeFormat: string;
   public filterForm: FormGroup;
-  public jobs: AdminJobs['jobs'] = [];
+  public dataSource: MatTableDataSource<AdminJobs['jobs'][0]> =
+    new MatTableDataSource();
+  public displayedColumns = [
+    'index',
+    'type',
+    'symbol',
+    'dataSource',
+    'attempts',
+    'created',
+    'finished',
+    'status',
+    'actions'
+  ];
   public statusFilterOptions = QUEUE_JOB_STATUS_LIST;
   public user: User;
 
@@ -102,7 +115,7 @@ export class AdminJobsComponent implements OnDestroy, OnInit {
       .fetchJobs({ status: aStatus })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ jobs }) => {
-        this.jobs = jobs;
+        this.dataSource = new MatTableDataSource(jobs);
 
         this.changeDetectorRef.markForCheck();
       });

apps/client/src/app/components/admin-jobs/admin-jobs.html

@@ -13,122 +13,158 @@
           </mat-select>
         </mat-form-field>
       </form>
-      <table class="gf-table w-100">
-        <thead>
-          <tr class="mat-header-row">
-            <th class="mat-header-cell px-1 py-2 text-right">#</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Type</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Symbol</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Data Source</th>
-            <th class="mat-header-cell px-1 py-2 text-right" i18n>Attempts</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Created</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Finished</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Status</th>
-            <th class="mat-header-cell px-1 py-2">
+      <table class="gf-table w-100" mat-table [dataSource]="dataSource">
+        <ng-container matColumnDef="index">
+          <th *matHeaderCellDef class="px-1 py-2 text-right" mat-header-cell>
+            #
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2 text-right" mat-cell>
+            {{ element.id }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="type">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Type</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <ng-container *ngIf="element.name === 'GATHER_ASSET_PROFILE'" i18n>
+              Asset Profile
+            </ng-container>
+            <ng-container
+              *ngIf="element.name === 'GATHER_HISTORICAL_MARKET_DATA'"
+              i18n
+            >
+              Historical Market Data
+            </ng-container>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="symbol">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Symbol</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.data?.symbol }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="dataSource">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Data Source</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.data?.dataSource }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="attempts">
+          <th *matHeaderCellDef class="px-1 py-2 text-right" mat-header-cell>
+            <ng-container i18n>Attempts</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2 text-right" mat-cell>
+            {{ element.attemptsMade }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="created">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Created</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.timestamp | date: defaultDateTimeFormat }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="finished">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Finished</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.finishedOn | date: defaultDateTimeFormat }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="status">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Status</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <ion-icon
+              *ngIf="element.state === 'active'"
+              name="play-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'completed'"
+              class="text-success"
+              name="checkmark-circle-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'delayed'"
+              name="time-outline"
+              [ngClass]="{ 'text-danger': element.stacktrace?.length > 0 }"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'failed'"
+              class="text-danger"
+              name="alert-circle-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'paused'"
+              name="pause-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'waiting'"
+              name="cafe-outline"
+            ></ion-icon>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="actions">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <button
+              class="mx-1 no-min-width px-2"
+              mat-button
+              [matMenuTriggerFor]="jobsActionsMenu"
+              (click)="$event.stopPropagation()"
+            >
+              <ion-icon name="ellipsis-vertical"></ion-icon>
+            </button>
+            <mat-menu #jobsActionsMenu="matMenu" xPosition="before">
+              <button mat-menu-item (click)="onDeleteJobs()">
+                <ng-container i18n>Delete Jobs</ng-container>
+              </button>
+            </mat-menu>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <button
+              class="mx-1 no-min-width px-2"
+              mat-button
+              [matMenuTriggerFor]="jobActionsMenu"
+              (click)="$event.stopPropagation()"
+            >
+              <ion-icon name="ellipsis-horizontal"></ion-icon>
+            </button>
+            <mat-menu #jobActionsMenu="matMenu" xPosition="before">
+              <button mat-menu-item (click)="onViewData(element.data)">
+                <ng-container i18n>View Data</ng-container>
+              </button>
               <button
-                class="mx-1 no-min-width px-2"
-                mat-button
-                [matMenuTriggerFor]="jobsActionsMenu"
-                (click)="$event.stopPropagation()"
+                mat-menu-item
+                [disabled]="element.stacktrace?.length <= 0"
+                (click)="onViewStacktrace(element.stacktrace)"
               >
-                <ion-icon name="ellipsis-vertical"></ion-icon>
+                <ng-container i18n>View Stacktrace</ng-container>
+              </button>
+              <button mat-menu-item (click)="onDeleteJob(element.id)">
+                <ng-container i18n>Delete Job</ng-container>
               </button>
-              <mat-menu #jobsActionsMenu="matMenu" xPosition="before">
-                <button mat-menu-item (click)="onDeleteJobs()">
-                  <ng-container i18n>Delete Jobs</ng-container>
-                </button>
-              </mat-menu>
-            </th>
-          </tr>
-        </thead>
-        <tbody>
-          <ng-container *ngFor="let job of jobs">
-            <tr class="mat-row">
-              <td class="mat-cell px-1 py-2 text-right">{{ job.id }}</td>
-              <td class="mat-cell px-1 py-2">
-                <span class="align-items-center d-flex">
-                  <ion-icon
-                    class="mr-1"
-                    name="arrow-down-circle-outline"
-                  ></ion-icon>
-                  <ng-container *ngIf="job.name === 'GATHER_ASSET_PROFILE'">
-                    <span i18n>Asset Profile</span>
-                  </ng-container>
-                  <ng-container
-                    *ngIf="job.name === 'GATHER_HISTORICAL_MARKET_DATA'"
-                  >
-                    <span i18n>Historical Market Data</span>
-                  </ng-container>
-                </span>
-              </td>
-              <td class="mat-cell px-1 py-2">{{ job.data?.symbol }}</td>
-              <td class="mat-cell px-1 py-2">{{ job.data?.dataSource }}</td>
-              <td class="mat-cell px-1 py-2 text-right">
-                {{ job.attemptsMade }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                {{ job.timestamp | date: defaultDateTimeFormat }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                {{ job.finishedOn | date: defaultDateTimeFormat }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                <ion-icon
-                  *ngIf="job.state === 'active'"
-                  name="play-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'completed'"
-                  class="text-success"
-                  name="checkmark-circle-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'delayed'"
-                  name="time-outline"
-                  [ngClass]="{ 'text-danger': job.stacktrace?.length > 0 }"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'failed'"
-                  class="text-danger"
-                  name="alert-circle-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'paused'"
-                  name="pause-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'waiting'"
-                  name="cafe-outline"
-                ></ion-icon>
-              </td>
-              <td class="mat-cell px-1 py-2">
-                <button
-                  class="mx-1 no-min-width px-2"
-                  mat-button
-                  [matMenuTriggerFor]="jobActionsMenu"
-                  (click)="$event.stopPropagation()"
-                >
-                  <ion-icon name="ellipsis-horizontal"></ion-icon>
-                </button>
-                <mat-menu #jobActionsMenu="matMenu" xPosition="before">
-                  <button mat-menu-item (click)="onViewData(job.data)">
-                    <ng-container i18n>View Data</ng-container>
-                  </button>
-                  <button
-                    mat-menu-item
-                    [disabled]="job.stacktrace?.length <= 0"
-                    (click)="onViewStacktrace(job.stacktrace)"
-                  >
-                    <ng-container i18n>View Stacktrace</ng-container>
-                  </button>
-                  <button mat-menu-item (click)="onDeleteJob(job.id)">
-                    <ng-container i18n>Delete Job</ng-container>
-                  </button>
-                </mat-menu>
-              </td>
-            </tr>
-          </ng-container>
-        </tbody>
+            </mat-menu>
+          </td>
+        </ng-container>
+
+        <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
+        <tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
       </table>
     </div>
   </div>

apps/client/src/app/components/admin-jobs/admin-jobs.module.ts

@@ -4,6 +4,7 @@ import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
+import { MatTableModule } from '@angular/material/table';
 
 import { AdminJobsComponent } from './admin-jobs.component';
 
@@ -15,6 +16,7 @@ import { AdminJobsComponent } from './admin-jobs.component';
     MatButtonModule,
     MatMenuModule,
     MatSelectModule,
+    MatTableModule,
     ReactiveFormsModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.component.html

@@ -9,7 +9,11 @@
     [showYAxis]="true"
     [symbol]="symbol"
   ></gf-line-chart>
-  <div *ngFor="let itemByMonth of marketDataByMonth | keyvalue" class="d-flex">
+  <div
+    *ngFor="let itemByMonth of marketDataByMonth | keyvalue"
+    class="d-flex"
+    [hidden]="!marketData.length > 0"
+  >
     <div class="date px-1 text-nowrap">{{ itemByMonth.key }}</div>
     <div class="align-items-center d-flex flex-grow-1 px-1">
       <div

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.component.scss

@@ -28,7 +28,6 @@
 
     &.today {
       background-color: rgba(var(--palette-accent-500), 1);
-      cursor: default;
     }
   }
 }

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.component.ts

@@ -83,10 +83,10 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
   public ngOnChanges() {
     this.defaultDateFormat = getDateFormatString(this.locale);
 
-    this.historicalDataItems = this.marketData.map((marketDataItem) => {
+    this.historicalDataItems = this.marketData.map(({ date, marketPrice }) => {
       return {
-        date: format(marketDataItem.date, DATE_FORMAT),
-        value: marketDataItem.marketPrice
+        date: format(date, DATE_FORMAT),
+        value: marketPrice
       };
     });
 
@@ -157,10 +157,6 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
     const date = parseISO(`${yearMonth}-${day}`);
     const marketPrice = this.marketDataByMonth[yearMonth]?.[day]?.marketPrice;
 
-    if (isSameDay(date, new Date())) {
-      return;
-    }
-
     const dialogRef = this.dialog.open(MarketDataDetailDialog, {
       data: <MarketDataDetailDialogParams>{
         date,
@@ -177,7 +173,7 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
     dialogRef
       .afterClosed()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ withRefresh }) => {
+      .subscribe(({ withRefresh } = { withRefresh: false }) => {
         this.marketDataChanged.next(withRefresh);
       });
   }

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

@@ -57,10 +57,16 @@ export class MarketDataDetailDialog implements OnDestroy {
 
   public onUpdate() {
     this.adminService
-      .putMarketData({
+      .postMarketData({
         dataSource: this.data.dataSource,
-        date: this.data.date,
-        marketData: { marketPrice: this.data.marketPrice },
+        marketData: {
+          marketData: [
+            {
+              date: this.data.date.toISOString(),
+              marketPrice: this.data.marketPrice
+            }
+          ]
+        },
         symbol: this.data.symbol
       })
       .pipe(takeUntil(this.unsubscribeSubject))

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

@@ -20,6 +20,7 @@ import { Filter, UniqueAsset, User } from '@ghostfolio/common/interfaces';
 import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
 import { translate } from '@ghostfolio/ui/i18n';
 import { AssetSubClass, DataSource, Prisma } from '@prisma/client';
+import { isUUID } from 'class-validator';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { distinctUntilChanged, switchMap, takeUntil } from 'rxjs/operators';
@@ -83,7 +84,7 @@ export class AdminMarketDataComponent
   public defaultDateFormat: string;
   public deviceType: string;
   public displayedColumns = [
-    'symbol',
+    'nameWithSymbol',
     'dataSource',
     'assetClass',
     'assetSubClass',
@@ -97,6 +98,7 @@ export class AdminMarketDataComponent
   ];
   public filters$ = new Subject<Filter[]>();
   public isLoading = false;
+  public isUUID = isUUID;
   public placeholder = '';
   public pageSize = DEFAULT_PAGE_SIZE;
   public totalItems = 0;
@@ -178,10 +180,20 @@ export class AdminMarketDataComponent
   }
 
   public onDeleteProfileData({ dataSource, symbol }: UniqueAsset) {
-    this.adminService
-      .deleteProfileData({ dataSource, symbol })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {});
+    const confirmation = confirm(
+      $localize`Do you really want to delete this asset profile?`
+    );
+
+    if (confirmation) {
+      this.adminService
+        .deleteProfileData({ dataSource, symbol })
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(() => {
+          setTimeout(() => {
+            window.location.reload();
+          }, 300);
+        });
+    }
   }
 
   public onGather7Days() {
@@ -342,7 +354,7 @@ export class AdminMarketDataComponent
         dialogRef
           .afterClosed()
           .pipe(takeUntil(this.unsubscribeSubject))
-          .subscribe(({ dataSource, symbol }) => {
+          .subscribe(({ dataSource, symbol } = {}) => {
             if (dataSource && symbol) {
               this.adminService
                 .addAssetProfile({ dataSource, symbol })

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

@@ -28,6 +28,24 @@
           </td>
         </ng-container>
 
+        <ng-container matColumnDef="nameWithSymbol">
+          <th
+            *matHeaderCellDef
+            class="px-1"
+            mat-header-cell
+            mat-sort-header="symbol"
+          >
+            <ng-container i18n>Name</ng-container>
+          </th>
+          <td *matCellDef="let element" class="line-height-1 px-1" mat-cell>
+            <div class="text-truncate">{{ element.name }}</div>
+            <div *ngIf="!isUUID(element.symbol)">
+              <small class="text-muted">{{ element.symbol | gfSymbol }}</small>
+            </div>
+          </td>
+          <td *matFooterCellDef class="px-1" mat-footer-cell></td>
+        </ng-container>
+
         <ng-container matColumnDef="dataSource">
           <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
             <ng-container i18n>Data Source</ng-container>
@@ -143,12 +161,24 @@
               <ion-icon name="ellipsis-horizontal"></ion-icon>
             </button>
             <mat-menu #assetProfileActionsMenu="matMenu" xPosition="before">
+              <button
+                mat-menu-item
+                (click)="onOpenAssetProfileDialog({ dataSource: element.dataSource, symbol: element.symbol })"
+              >
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="create-outline"></ion-icon>
+                  <span i18n>Edit</span>
+                </span>
+              </button>
               <button
                 mat-menu-item
                 [disabled]="element.activitiesCount !== 0"
                 (click)="onDeleteProfileData({dataSource: element.dataSource, symbol: element.symbol})"
               >
-                <ng-container i18n>Delete</ng-container>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+                  <span i18n>Delete</span>
+                </span>
               </button>
             </mat-menu>
           </td>

apps/client/src/app/components/admin-market-data/admin-market-data.module.ts

@@ -6,6 +6,7 @@ import { MatPaginatorModule } from '@angular/material/paginator';
 import { MatSortModule } from '@angular/material/sort';
 import { MatTableModule } from '@angular/material/table';
 import { RouterModule } from '@angular/router';
+import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { GfActivitiesFilterModule } from '@ghostfolio/ui/activities-filter/activities-filter.module';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
@@ -20,6 +21,7 @@ import { GfCreateAssetProfileDialogModule } from './create-asset-profile-dialog/
     GfActivitiesFilterModule,
     GfAssetProfileDialogModule,
     GfCreateAssetProfileDialogModule,
+    GfSymbolModule,
     MatButtonModule,
     MatMenuModule,
     MatPaginatorModule,