Merge branch 'ghostfolio:main' into main

.prettierrc

@@ -12,6 +12,12 @@
   "importOrder": ["^@ghostfolio/(.*)$", "<THIRD_PARTY_MODULES>", "^[./]"],
   "importOrderSeparation": true,
   "overrides": [
+    {
+      "files": "*.html",
+      "options": {
+        "parser": "angular"
+      }
+    },
     {
       "files": "*.ts",
       "options": {

CHANGELOG.md

@@ -7,12 +7,121 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Changed
+
+- Optimized the calculation of the portfolio summary
+
+## 2.60.0 - 2024-03-02
+
+### Added
+
+- Added support for the cryptocurrency _Uniswap_ (`UNI7083-USD`)
+
+### Changed
+
+- Improved the usability of the benchmarks in the markets overview
+- Integrated (wealth) items into the transaction point concept in the portfolio service
+- Refreshed the cryptocurrencies list
+
+### Fixed
+
+- Fixed a missing value in the activities table on mobile
+- Fixed a missing value on the public page
+- Displayed the button to fetch the current market price only if the activity is from today
+
+## 2.59.0 - 2024-02-29
+
+### Added
+
+- Added an index for `isExcluded` to the account database table
+- Extended the content of the _Self-Hosting_ section on the Frequently Asked Questions (FAQ) page
+
+### Changed
+
+- Improved the activities import by `isin` in the _Yahoo Finance_ service
+
+### Fixed
+
+- Fixed an issue with the exchange rate calculation of (wealth) items in accounts
+
+## 2.58.0 - 2024-02-27
+
+### Changed
+
+- Improved the handling of activities without account
+
+### Fixed
+
+- Fixed the query to filter activities of excluded accounts
+- Improved the asset profile validation in the activities import
+
+## 2.57.0 - 2024-02-25
+
+### Changed
+
+- Moved the break down of the performance into asset and currency on the analysis page from experimental to general availability
+- Restructured the `copy-assets` `Nx` target
+
+### Fixed
+
+- Changed the performances of the _Top 3_ and _Bottom 3_ performers on the analysis page to take the currency effects into account
+
+## 2.56.0 - 2024-02-24
+
+### Changed
+
+- Switched the performance calculations to take the currency effects into account
+- Removed the `isDefault` flag from the `Account` database schema
+- Exposed the database index of _Redis_ as an environment variable (`REDIS_DB`)
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.9.1` to `5.10.2`
+
+### Fixed
+
+- Added the missing default currency to the prepare currencies function in the exchange rate data service
+
+## 2.55.0 - 2024-02-22
+
+### Added
+
+- Added indexes for `alias`, `granteeUserId` and `userId` to the access database table
+- Added indexes for `currency`, `name` and `userId` to the account database table
+- Added indexes for `accountId`, `date` and `updatedAt` to the account balance database table
+- Added an index for `userId` to the auth device database table
+- Added indexes for `marketPrice` and `state` to the market data database table
+- Added indexes for `date`, `isDraft` and `userId` to the order database table
+- Added an index for `name` to the platform database table
+- Added indexes for `assetClass`, `currency`, `dataSource`, `isin`, `name` and `symbol` to the symbol profile database table
+- Added an index for `userId` to the subscription database table
+- Added an index for `name` to the tag database table
+- Added indexes for `accessToken`, `createdAt`, `provider`, `role` and `thirdPartyId` to the user database table
+
+### Changed
+
+- Improved the validation for `currency` in various endpoints
+- Harmonized the setting of a default locale in various components
+- Set the parser to `angular` in the `prettier` options
+
+## 2.54.0 - 2024-02-19
+
+### Added
+
+- Added an index for `id` to the account database table
+- Added indexes for `dataSource` and `date` to the market data database table
+- Added an index for `accountId` to the order database table
+
+## 2.53.1 - 2024-02-18
+
 ### Added
 
 - Added an accounts tab to the position detail dialog
+- Added `INACTIVE` as a new user role
 
 ### Changed
 
+- Improved the usability of the holdings table
+- Refactored the query to filter activities of excluded accounts
+- Eliminated the search request to get quotes in the _EOD Historical Data_ service
 - Improved the language localization for German (`de`)
 - Upgraded `ng-extract-i18n-merge` from version `2.9.1` to `2.10.0`
 

README.md

@@ -99,6 +99,7 @@ We provide official container images hosted on [Docker Hub](https://hub.docker.c
 | `POSTGRES_DB`            |               | The name of the _PostgreSQL_ database                                                                                               |
 | `POSTGRES_PASSWORD`      |               | The password of the _PostgreSQL_ database                                                                                           |
 | `POSTGRES_USER`          |               | The user of the _PostgreSQL_ database                                                                                               |
+| `REDIS_DB`               | `0`           | The database index of _Redis_                                                                                                       |
 | `REDIS_HOST`             |               | The host where _Redis_ is running                                                                                                   |
 | `REDIS_PASSWORD`         |               | The password of _Redis_                                                                                                             |
 | `REDIS_PORT`             |               | The port where _Redis_ is running                                                                                                   |

apps/api/project.json

@@ -9,12 +9,13 @@
     "build": {
       "executor": "@nx/webpack:webpack",
       "options": {
-        "outputPath": "dist/apps/api",
+        "compiler": "tsc",
+        "deleteOutputPath": false,
         "main": "apps/api/src/main.ts",
-        "tsConfig": "apps/api/tsconfig.app.json",
+        "outputPath": "dist/apps/api",
-        "assets": ["apps/api/src/assets"],
+        "sourceMap": true,
         "target": "node",
-        "compiler": "tsc",
+        "tsConfig": "apps/api/tsconfig.app.json",
         "webpackConfig": "apps/api/webpack.config.js"
       },
       "configurations": {
@@ -33,6 +34,26 @@
       },
       "outputs": ["{options.outputPath}"]
     },
+    "copy-assets": {
+      "executor": "nx:run-commands",
+      "options": {
+        "commands": [
+          {
+            "command": "shx rm -rf dist/apps/api"
+          },
+          {
+            "command": "shx mkdir -p dist/apps/api/assets/locales"
+          },
+          {
+            "command": "shx cp -r apps/api/src/assets/* dist/apps/api/assets"
+          },
+          {
+            "command": "shx cp -r apps/client/src/locales/* dist/apps/api/assets/locales"
+          }
+        ],
+        "parallel": false
+      }
+    },
     "serve": {
       "executor": "@nx/js:node",
       "options": {

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

@@ -63,7 +63,7 @@ export class AccountController {
       { Order: true }
     );
 
-    if (account?.isDefault || account?.Order.length > 0) {
+    if (!account || account?.Order.length > 0) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
         StatusCodes.FORBIDDEN

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

@@ -21,10 +21,8 @@ export class AccountService {
   public async account({
     id_userId
   }: Prisma.AccountWhereUniqueInput): Promise<Account | null> {
-    const { id, userId } = id_userId;
-
     const [account] = await this.accounts({
-      where: { id, userId }
+      where: id_userId
     });
 
     return account;

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

@@ -1,6 +1,7 @@
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsBoolean,
+  IsISO4217CurrencyCode,
   IsNumber,
   IsOptional,
   IsString,
@@ -19,7 +20,7 @@ export class CreateAccountDto {
   )
   comment?: string;
 
-  @IsString()
+  @IsISO4217CurrencyCode()
   currency: string;
 
   @IsOptional()

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

@@ -1,6 +1,7 @@
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsBoolean,
+  IsISO4217CurrencyCode,
   IsNumber,
   IsOptional,
   IsString,
@@ -19,7 +20,7 @@ export class UpdateAccountDto {
   )
   comment?: string;
 
-  @IsString()
+  @IsISO4217CurrencyCode()
   currency: string;
 
   @IsString()

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

@@ -2,6 +2,7 @@ import { AssetClass, AssetSubClass, Prisma } from '@prisma/client';
 import {
   IsArray,
   IsEnum,
+  IsISO4217CurrencyCode,
   IsObject,
   IsOptional,
   IsString
@@ -24,7 +25,7 @@ export class UpdateAssetProfileDto {
   @IsOptional()
   countries?: Prisma.InputJsonArray;
 
-  @IsString()
+  @IsISO4217CurrencyCode()
   @IsOptional()
   currency?: string;
 

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

@@ -53,6 +53,7 @@ import { UserModule } from './user/user.module';
     BenchmarkModule,
     BullModule.forRoot({
       redis: {
+        db: parseInt(process.env.REDIS_DB ?? '0', 10),
         host: process.env.REDIS_HOST,
         port: parseInt(process.env.REDIS_PORT ?? '6379', 10),
         password: process.env.REDIS_PASSWORD

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

@@ -43,7 +43,7 @@ export class ImportController {
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async import(
     @Body() importData: ImportDataDto,
-    @Query('dryRun') isDryRun?: boolean
+    @Query('dryRun') isDryRun = false
   ): Promise<ImportResponse> {
     if (
       !hasPermission(this.request.user.permissions, permissions.createAccount)

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

@@ -570,17 +570,10 @@ export class ImportService {
       [assetProfileIdentifier: string]: Partial<SymbolProfile>;
     } = {};
 
-    const uniqueActivitiesDto = uniqBy(
-      activitiesDto,
-      ({ dataSource, symbol }) => {
-        return getAssetProfileIdentifier({ dataSource, symbol });
-      }
-    );
-
     for (const [
       index,
       { currency, dataSource, symbol, type }
-    ] of uniqueActivitiesDto.entries()) {
+    ] of activitiesDto.entries()) {
       if (!this.configurationService.get('DATA_SOURCES').includes(dataSource)) {
         throw new Error(
           `activities.${index}.dataSource ("${dataSource}") is not valid`
@@ -602,37 +595,33 @@ export class ImportService {
         }
       }
 
-      const assetProfile = {
+      if (!assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })]) {
-        currency,
+        const assetProfile = {
-        ...(
+          currency,
-          await this.dataProviderService.getAssetProfiles([
+          ...(
-            { dataSource, symbol }
+            await this.dataProviderService.getAssetProfiles([
-          ])
+              { dataSource, symbol }
-        )?.[symbol]
+            ])
-      };
+          )?.[symbol]
+        };
 
-      if (type === 'BUY' || type === 'DIVIDEND' || type === 'SELL') {
+        if (type === 'BUY' || type === 'DIVIDEND' || type === 'SELL') {
-        if (!assetProfile?.name) {
+          if (!assetProfile?.name) {
-          throw new Error(
+            throw new Error(
-            `activities.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
+              `activities.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
-          );
+            );
-        }
+          }
 
-        if (
+          if (assetProfile.currency !== currency) {
-          assetProfile.currency !== currency &&
+            throw new Error(
-          !this.exchangeRateDataService.hasCurrencyPair(
+              `activities.${index}.currency ("${currency}") does not match with currency of ${assetProfile.symbol} ("${assetProfile.currency}")`
-            currency,
+            );
-            assetProfile.currency
+          }
-          )
-        ) {
-          throw new Error(
-            `activities.${index}.currency ("${currency}") does not match with "${assetProfile.currency}" and no exchange rate is available from "${currency}" to "${assetProfile.currency}"`
-          );
         }
-      }
 
-      assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] =
+        assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] =
-        assetProfile;
+          assetProfile;
+      }
     }
 
     return assetProfiles;

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

@@ -10,6 +10,7 @@ import {
   IsArray,
   IsBoolean,
   IsEnum,
+  IsISO4217CurrencyCode,
   IsISO8601,
   IsNumber,
   IsOptional,
@@ -38,7 +39,7 @@ export class CreateOrderDto {
   )
   comment?: string;
 
-  @IsString()
+  @IsISO4217CurrencyCode()
   currency: string;
 
   @IsOptional()

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

@@ -8,7 +8,7 @@ import {
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
 import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
-import { Filter } from '@ghostfolio/common/interfaces';
+import { Filter, UniqueAsset } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 
 import { Injectable } from '@nestjs/common';
@@ -200,6 +200,17 @@ export class OrderService {
     return count;
   }
 
+  public async getLatestOrder({ dataSource, symbol }: UniqueAsset) {
+    return this.prismaService.order.findFirst({
+      orderBy: {
+        date: 'desc'
+      },
+      where: {
+        SymbolProfile: { dataSource, symbol }
+      }
+    });
+  }
+
   public async getOrders({
     filters,
     includeDrafts = false,
@@ -292,13 +303,14 @@ export class OrderService {
     }
 
     if (types) {
-      where.OR = types.map((type) => {
+      where.type = { in: types };
-        return {
+    }
-          type: {
+
-            equals: type
+    if (withExcludedAccounts === false) {
-          }
+      where.OR = [
-        };
+        { Account: null },
-      });
+        { Account: { NOT: { isExcluded: true } } }
+      ];
     }
 
     const [orders, count] = await Promise.all([
@@ -322,32 +334,24 @@ export class OrderService {
       this.prismaService.order.count({ where })
     ]);
 
-    const activities = orders
+    const activities = orders.map((order) => {
-      .filter((order) => {
+      const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
-        return (
+
-          withExcludedAccounts ||
+      return {
-          !order.Account ||
+        ...order,
-          order.Account?.isExcluded === false
+        value,
-        );
+        feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
-      })
+          order.fee,
-      .map((order) => {
+          order.SymbolProfile.currency,
-        const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
+          userCurrency
-
+        ),
-        return {
+        valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
-          ...order,
           value,
-          feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
+          order.SymbolProfile.currency,
-            order.fee,
+          userCurrency
-            order.SymbolProfile.currency,
+        )
-            userCurrency
+      };
-          ),
+    });
-          valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
-            value,
-            order.SymbolProfile.currency,
-            userCurrency
-          )
-        };
-      });
 
     return { activities, count };
   }

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

@@ -9,6 +9,7 @@ import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsArray,
   IsEnum,
+  IsISO4217CurrencyCode,
   IsISO8601,
   IsNumber,
   IsOptional,
@@ -37,7 +38,7 @@ export class UpdateOrderDto {
   )
   comment?: string;
 
-  @IsString()
+  @IsISO4217CurrencyCode()
   currency: string;
 
   @IsString()

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

@@ -107,7 +107,9 @@ describe('CurrentRateService', () => {
 
     currentRateService = new CurrentRateService(
       dataProviderService,
-      marketDataService
+      marketDataService,
+      null,
+      null
     );
   });
 

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

@@ -1,3 +1,4 @@
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { resetHours } from '@ghostfolio/common/helper';
@@ -6,8 +7,10 @@ import {
   ResponseError,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 
-import { Injectable } from '@nestjs/common';
+import { Inject, Injectable } from '@nestjs/common';
+import { REQUEST } from '@nestjs/core';
 import { isBefore, isToday } from 'date-fns';
 import { flatten, isEmpty, uniqBy } from 'lodash';
 
@@ -19,9 +22,12 @@ import { GetValuesParams } from './interfaces/get-values-params.interface';
 export class CurrentRateService {
   public constructor(
     private readonly dataProviderService: DataProviderService,
-    private readonly marketDataService: MarketDataService
+    private readonly marketDataService: MarketDataService,
+    private readonly orderService: OrderService,
+    @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
 
+  // TODO: Pass user instead of using this.request.user
   public async getValues({
     dataGatheringItems,
     dateQuery
@@ -40,7 +46,7 @@ export class CurrentRateService {
     if (includeToday) {
       promises.push(
         this.dataProviderService
-          .getQuotes({ items: dataGatheringItems })
+          .getQuotes({ items: dataGatheringItems, user: this.request?.user })
           .then((dataResultProvider) => {
             const result: GetValueObject[] = [];
 
@@ -117,11 +123,17 @@ export class CurrentRateService {
           });
 
           if (!value) {
+            // Fallback to unit price of latest activity
+            const latestActivity = await this.orderService.getLatestOrder({
+              dataSource,
+              symbol
+            });
+
             value = {
               dataSource,
               symbol,
               date: today,
-              marketPrice: 0
+              marketPrice: latestActivity?.unitPrice ?? 0
             };
 
             response.values.push(value);

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

@@ -21,7 +21,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,

apps/api/src/app/portfolio/portfolio-calculator-baln-buy.spec.ts

@@ -21,7 +21,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,

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

@@ -34,7 +34,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,

apps/api/src/app/portfolio/portfolio-calculator-googl-buy.spec.ts

@@ -34,7 +34,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,

apps/api/src/app/portfolio/portfolio-calculator-no-orders.spec.ts

@@ -21,7 +21,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,

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

@@ -21,7 +21,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,

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

@@ -21,7 +21,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,

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

@@ -10,7 +10,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,

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

@@ -825,6 +825,7 @@ export class PortfolioCalculator {
 
     switch (type) {
       case 'BUY':
+      case 'ITEM':
         factor = 1;
         break;
       case 'SELL':

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

@@ -118,27 +118,23 @@ export class PortfolioController {
       this.userService.isRestrictedView(this.request.user)
     ) {
       const totalInvestment = Object.values(holdings)
-        .map((portfolioPosition) => {
+        .map(({ investment }) => {
-          return portfolioPosition.investment;
+          return investment;
         })
         .reduce((a, b) => a + b, 0);
 
       const totalValue = Object.values(holdings)
-        .map((portfolioPosition) => {
+        .filter(({ assetClass, assetSubClass }) => {
-          return this.exchangeRateDataService.toCurrency(
+          return assetClass !== 'CASH' && assetSubClass !== 'CASH';
-            portfolioPosition.quantity * portfolioPosition.marketPrice,
+        })
-            portfolioPosition.currency,
+        .map(({ valueInBaseCurrency }) => {
-            this.request.user.Settings.settings.baseCurrency
+          return valueInBaseCurrency;
-          );
         })
         .reduce((a, b) => a + b, 0);
 
       for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
-        portfolioPosition.grossPerformance = null;
         portfolioPosition.investment =
           portfolioPosition.investment / totalInvestment;
-        portfolioPosition.netPerformance = null;
-        portfolioPosition.quantity = null;
         portfolioPosition.valueInPercentage =
           portfolioPosition.valueInBaseCurrency / totalValue;
       }
@@ -346,7 +342,8 @@ export class PortfolioController {
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string,
-    @Query('withExcludedAccounts') withExcludedAccounts = false
+    @Query('withExcludedAccounts') withExcludedAccounts = false,
+    @Query('withItems') withItems = false
   ): Promise<PortfolioPerformanceResponse> {
     const hasReadRestrictedAccessPermission =
       this.userService.hasReadRestrictedAccessPermission({
@@ -365,6 +362,7 @@ export class PortfolioController {
       filters,
       impersonationId,
       withExcludedAccounts,
+      withItems,
       userId: this.request.user.id
     });
 
@@ -429,6 +427,10 @@ export class PortfolioController {
           return nullifyValuesInObject(item, ['totalInvestment', 'value']);
         }
       );
+      performanceInformation.performance = nullifyValuesInObject(
+        performanceInformation.performance,
+        ['currentNetPerformance', 'currentNetPerformancePercent']
+      );
     }
 
     return performanceInformation;
@@ -515,7 +517,8 @@ export class PortfolioController {
         dateOfFirstActivity: portfolioPosition.dateOfFirstActivity,
         markets: hasDetails ? portfolioPosition.markets : undefined,
         name: portfolioPosition.name,
-        netPerformancePercent: portfolioPosition.netPerformancePercent,
+        netPerformancePercentWithCurrencyEffect:
+          portfolioPosition.netPerformancePercentWithCurrencyEffect,
         sectors: hasDetails ? portfolioPosition.sectors : [],
         symbol: portfolioPosition.symbol,
         url: portfolioPosition.url,

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

@@ -62,6 +62,7 @@ import {
   Tag
 } from '@prisma/client';
 import Big from 'big.js';
+import { isUUID } from 'class-validator';
 import {
   differenceInDays,
   format,
@@ -119,7 +120,7 @@ export class PortfolioService {
     userId: string;
     withExcludedAccounts?: boolean;
   }): Promise<AccountWithValue[]> {
-    const where: Prisma.AccountWhereInput = { userId: userId };
+    const where: Prisma.AccountWhereInput = { userId };
 
     const accountFilter = filters?.find(({ type }) => {
       return type === 'ACCOUNT';
@@ -227,18 +228,20 @@ export class PortfolioService {
     impersonationId: string;
   }): Promise<InvestmentItem[]> {
     const userId = await this.getUserId(impersonationId, this.request.user.id);
+    const user = await this.userService.user({ id: userId });
+    const userCurrency = this.getUserCurrency(user);
 
     const { activities } = await this.orderService.getOrders({
       filters,
+      userCurrency,
       userId,
-      types: ['DIVIDEND'],
+      types: ['DIVIDEND']
-      userCurrency: this.request.user.Settings.settings.baseCurrency
     });
 
-    let dividends = activities.map((dividend) => {
+    let dividends = activities.map(({ date, valueInBaseCurrency }) => {
       return {
-        date: format(dividend.date, DATE_FORMAT),
+        date: format(date, DATE_FORMAT),
-        investment: dividend.valueInBaseCurrency
+        investment: valueInBaseCurrency
       };
     });
 
@@ -275,7 +278,8 @@ export class PortfolioService {
       await this.getTransactionPoints({
         filters,
         userId,
-        includeDrafts: true
+        includeDrafts: true,
+        types: ['BUY', 'SELL']
       });
 
     if (transactionPoints.length === 0) {
@@ -420,7 +424,7 @@ export class PortfolioService {
     );
 
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
-      this.dataProviderService.getQuotes({ items: dataGatheringItems }),
+      this.dataProviderService.getQuotes({ user, items: dataGatheringItems }),
       this.symbolProfileService.getSymbolProfiles(dataGatheringItems)
     ]);
 
@@ -529,12 +533,20 @@ export class PortfolioService {
         grossPerformance: item.grossPerformance?.toNumber() ?? 0,
         grossPerformancePercent:
           item.grossPerformancePercentage?.toNumber() ?? 0,
+        grossPerformancePercentWithCurrencyEffect:
+          item.grossPerformancePercentageWithCurrencyEffect?.toNumber() ?? 0,
+        grossPerformanceWithCurrencyEffect:
+          item.grossPerformanceWithCurrencyEffect?.toNumber() ?? 0,
         investment: item.investment.toNumber(),
         marketPrice: item.marketPrice,
         marketState: dataProviderResponse?.marketState ?? 'delayed',
         name: symbolProfile.name,
         netPerformance: item.netPerformance?.toNumber() ?? 0,
         netPerformancePercent: item.netPerformancePercentage?.toNumber() ?? 0,
+        netPerformancePercentWithCurrencyEffect:
+          item.netPerformancePercentageWithCurrencyEffect?.toNumber() ?? 0,
+        netPerformanceWithCurrencyEffect:
+          item.netPerformanceWithCurrencyEffect?.toNumber() ?? 0,
         quantity: item.quantity.toNumber(),
         sectors: symbolProfile.sectors,
         symbol: item.symbol,
@@ -606,6 +618,7 @@ export class PortfolioService {
     }
 
     const summary = await this.getSummary({
+      holdings,
       impersonationId,
       userCurrency,
       userId,
@@ -692,7 +705,7 @@ export class PortfolioService {
       .filter((order) => {
         tags = tags.concat(order.tags);
 
-        return order.type === 'BUY' || order.type === 'SELL';
+        return ['BUY', 'ITEM', 'SELL'].includes(order.type);
       })
       .map((order) => ({
         currency: order.SymbolProfile.currency,
@@ -741,7 +754,9 @@ export class PortfolioService {
       } = position;
 
       const accounts: PortfolioPositionDetail['accounts'] = uniqBy(
-        orders,
+        orders.filter(({ Account }) => {
+          return Account;
+        }),
         'Account.id'
       ).map(({ Account }) => {
         return Account;
@@ -861,6 +876,7 @@ export class PortfolioService {
       };
     } else {
       const currentData = await this.dataProviderService.getQuotes({
+        user,
         items: [{ dataSource: DataSource.YAHOO, symbol: aSymbol }]
       });
       const marketPrice = currentData[aSymbol]?.marketPrice;
@@ -939,11 +955,13 @@ export class PortfolioService {
       return type === 'SEARCH_QUERY';
     })?.id;
     const userId = await this.getUserId(impersonationId, this.request.user.id);
+    const user = await this.userService.user({ id: userId });
 
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
         filters,
-        userId
+        userId,
+        types: ['BUY', 'SELL']
       });
 
     if (transactionPoints?.length <= 0) {
@@ -979,7 +997,7 @@ export class PortfolioService {
     });
 
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
-      this.dataProviderService.getQuotes({ items: dataGatheringItems }),
+      this.dataProviderService.getQuotes({ user, items: dataGatheringItems }),
       this.symbolProfileService.getSymbolProfiles(
         positions.map(({ dataSource, symbol }) => {
           return { dataSource, symbol };
@@ -1073,13 +1091,15 @@ export class PortfolioService {
     filters,
     impersonationId,
     userId,
-    withExcludedAccounts = false
+    withExcludedAccounts = false,
+    withItems = false
   }: {
     dateRange?: DateRange;
     filters?: Filter[];
     impersonationId: string;
     userId: string;
     withExcludedAccounts?: boolean;
+    withItems?: boolean;
   }): Promise<PortfolioPerformanceResponse> {
     userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
@@ -1114,7 +1134,8 @@ export class PortfolioService {
       await this.getTransactionPoints({
         filters,
         userId,
-        withExcludedAccounts
+        withExcludedAccounts,
+        types: withItems ? ['BUY', 'ITEM', 'SELL'] : ['BUY', 'SELL']
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -1266,7 +1287,8 @@ export class PortfolioService {
 
     const { orders, portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
-        userId
+        userId,
+        types: ['BUY', 'SELL']
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -1598,12 +1620,16 @@ export class PortfolioService {
       dateOfFirstActivity: undefined,
       grossPerformance: 0,
       grossPerformancePercent: 0,
+      grossPerformancePercentWithCurrencyEffect: 0,
+      grossPerformanceWithCurrencyEffect: 0,
       investment: balance,
       marketPrice: 0,
       marketState: 'open',
       name: currency,
       netPerformance: 0,
       netPerformancePercent: 0,
+      netPerformancePercentWithCurrencyEffect: 0,
+      netPerformanceWithCurrencyEffect: 0,
       quantity: 0,
       sectors: [],
       symbol: currency,
@@ -1684,12 +1710,14 @@ export class PortfolioService {
   private async getSummary({
     balanceInBaseCurrency,
     emergencyFundPositionsValueInBaseCurrency,
+    holdings,
     impersonationId,
     userCurrency,
     userId
   }: {
     balanceInBaseCurrency: number;
     emergencyFundPositionsValueInBaseCurrency: number;
+    holdings: PortfolioDetails['holdings'];
     impersonationId: string;
     userCurrency: string;
     userId: string;
@@ -1703,43 +1731,57 @@ export class PortfolioService {
     });
 
     const { activities } = await this.orderService.getOrders({
-      userCurrency,
-      userId
-    });
-
-    let { activities: excludedActivities } = await this.orderService.getOrders({
       userCurrency,
       userId,
       withExcludedAccounts: true
     });
 
-    excludedActivities = excludedActivities.filter(({ Account: account }) => {
+    const excludedActivities: Activity[] = [];
-      return account?.isExcluded ?? false;
+    const nonExcludedActivities: Activity[] = [];
-    });
+
+    for (const activity of activities) {
+      if (activity.Account?.isExcluded) {
+        excludedActivities.push(activity);
+      } else {
+        nonExcludedActivities.push(activity);
+      }
+    }
 
     const dividend = this.getSumOfActivityType({
       activities,
       userCurrency,
       activityType: 'DIVIDEND'
     }).toNumber();
+
     const emergencyFund = new Big(
       Math.max(
         emergencyFundPositionsValueInBaseCurrency,
         (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
       )
     );
+
     const fees = this.getFees({ activities, userCurrency }).toNumber();
     const firstOrderDate = activities[0]?.date;
+
     const interest = this.getSumOfActivityType({
       activities,
       userCurrency,
       activityType: 'INTEREST'
     }).toNumber();
-    const items = this.getSumOfActivityType({
+
-      activities,
+    const items = Object.keys(holdings)
-      userCurrency,
+      .filter((symbol) => {
-      activityType: 'ITEM'
+        return isUUID(symbol) && holdings[symbol].dataSource === 'MANUAL';
-    }).toNumber();
+      })
+      .map((symbol) => {
+        return holdings[symbol].valueInBaseCurrency;
+      })
+      .reduce(
+        (previous, current) => new Big(previous).plus(current),
+        new Big(0)
+      )
+      .toNumber();
+
     const liabilities = this.getSumOfActivityType({
       activities,
       userCurrency,
@@ -1747,13 +1789,14 @@ export class PortfolioService {
     }).toNumber();
 
     const totalBuy = this.getSumOfActivityType({
-      activities,
       userCurrency,
+      activities: nonExcludedActivities,
       activityType: 'BUY'
     }).toNumber();
+
     const totalSell = this.getSumOfActivityType({
-      activities,
       userCurrency,
+      activities: nonExcludedActivities,
       activityType: 'SELL'
     }).toNumber();
 
@@ -1761,7 +1804,9 @@ export class PortfolioService {
       .minus(emergencyFund)
       .plus(emergencyFundPositionsValueInBaseCurrency)
       .toNumber();
+
     const committedFunds = new Big(totalBuy).minus(totalSell);
+
     const totalOfExcludedActivities = this.getSumOfActivityType({
       userCurrency,
       activities: excludedActivities,
@@ -1812,9 +1857,25 @@ export class PortfolioService {
       })
       ?.toNumber();
 
+    const annualizedPerformancePercentWithCurrencyEffect =
+      new PortfolioCalculator({
+        currency: userCurrency,
+        currentRateService: this.currentRateService,
+        exchangeRateDataService: this.exchangeRateDataService,
+        orders: []
+      })
+        .getAnnualizedPerformancePercent({
+          daysInMarket,
+          netPerformancePercent: new Big(
+            performanceInformation.performance.currentNetPerformancePercentWithCurrencyEffect
+          )
+        })
+        ?.toNumber();
+
     return {
       ...performanceInformation.performance,
       annualizedPerformancePercent,
+      annualizedPerformancePercentWithCurrencyEffect,
       cash,
       dividend,
       excludedAccountsAndActivities,
@@ -1879,11 +1940,13 @@ export class PortfolioService {
   private async getTransactionPoints({
     filters,
     includeDrafts = false,
+    types = ['BUY', 'ITEM', 'SELL'],
     userId,
     withExcludedAccounts = false
   }: {
     filters?: Filter[];
     includeDrafts?: boolean;
+    types?: ActivityType[];
     userId: string;
     withExcludedAccounts?: boolean;
   }): Promise<{
@@ -1897,10 +1960,10 @@ export class PortfolioService {
     const { activities, count } = await this.orderService.getOrders({
       filters,
       includeDrafts,
+      types,
       userCurrency,
       userId,
-      withExcludedAccounts,
+      withExcludedAccounts
-      types: ['BUY', 'SELL']
     });
 
     if (count <= 0) {
@@ -1960,7 +2023,7 @@ export class PortfolioService {
     withExcludedAccounts = false
   }: {
     filters?: Filter[];
-    orders: OrderWithAccount[];
+    orders: Activity[];
     portfolioItemsNow: { [p: string]: TimelinePosition };
     userCurrency: string;
     userId: string;
@@ -1972,7 +2035,7 @@ export class PortfolioService {
         userCurrency,
         userId,
         withExcludedAccounts,
-        types: ['ITEM', 'LIABILITY']
+        types: ['LIABILITY']
       });
 
     const accounts: PortfolioDetails['accounts'] = {};
@@ -2056,41 +2119,42 @@ export class PortfolioService {
         };
       }
 
-      for (const order of ordersByAccount) {
+      for (const {
+        Account,
+        quantity,
+        SymbolProfile,
+        type
+      } of ordersByAccount) {
         let currentValueOfSymbolInBaseCurrency =
-          order.quantity *
+          quantity *
-          (portfolioItemsNow[order.SymbolProfile.symbol]
+            portfolioItemsNow[SymbolProfile.symbol]
-            ?.marketPriceInBaseCurrency ??
+              ?.marketPriceInBaseCurrency ?? 0;
-            order.unitPrice ??
-            0);
 
-        if (order.type === 'LIABILITY' || order.type === 'SELL') {
+        if (['LIABILITY', 'SELL'].includes(type)) {
           currentValueOfSymbolInBaseCurrency *= -1;
         }
 
-        if (accounts[order.Account?.id || UNKNOWN_KEY]?.valueInBaseCurrency) {
+        if (accounts[Account?.id || UNKNOWN_KEY]?.valueInBaseCurrency) {
-          accounts[order.Account?.id || UNKNOWN_KEY].valueInBaseCurrency +=
+          accounts[Account?.id || UNKNOWN_KEY].valueInBaseCurrency +=
             currentValueOfSymbolInBaseCurrency;
         } else {
-          accounts[order.Account?.id || UNKNOWN_KEY] = {
+          accounts[Account?.id || UNKNOWN_KEY] = {
             balance: 0,
-            currency: order.Account?.currency,
+            currency: Account?.currency,
             name: account.name,
             valueInBaseCurrency: currentValueOfSymbolInBaseCurrency
           };
         }
 
         if (
-          platforms[order.Account?.Platform?.id || UNKNOWN_KEY]
+          platforms[Account?.Platform?.id || UNKNOWN_KEY]?.valueInBaseCurrency
-            ?.valueInBaseCurrency
         ) {
-          platforms[
+          platforms[Account?.Platform?.id || UNKNOWN_KEY].valueInBaseCurrency +=
-            order.Account?.Platform?.id || UNKNOWN_KEY
+            currentValueOfSymbolInBaseCurrency;
-          ].valueInBaseCurrency += currentValueOfSymbolInBaseCurrency;
         } else {
-          platforms[order.Account?.Platform?.id || UNKNOWN_KEY] = {
+          platforms[Account?.Platform?.id || UNKNOWN_KEY] = {
             balance: 0,
-            currency: order.Account?.currency,
+            currency: Account?.currency,
             name: account.Platform?.name,
             valueInBaseCurrency: currentValueOfSymbolInBaseCurrency
           };

apps/api/src/app/redis-cache/redis-cache.module.ts

@@ -15,6 +15,7 @@ import { RedisCacheService } from './redis-cache.service';
       inject: [ConfigurationService],
       useFactory: async (configurationService: ConfigurationService) => {
         return <RedisClientOptions>{
+          db: configurationService.get('REDIS_DB'),
           host: configurationService.get('REDIS_HOST'),
           max: configurationService.get('MAX_ITEM_IN_CACHE'),
           password: configurationService.get('REDIS_PASSWORD'),

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

@@ -39,7 +39,7 @@ export class SymbolController {
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async lookupSymbol(
-    @Query('includeIndices') includeIndices: boolean = false,
+    @Query('includeIndices') includeIndices = false,
     @Query('query') query = ''
   ): Promise<{ items: LookupItem[] }> {
     try {

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

@@ -7,6 +7,7 @@ import type {
 import {
   IsArray,
   IsBoolean,
+  IsISO4217CurrencyCode,
   IsISO8601,
   IsIn,
   IsNumber,
@@ -19,8 +20,8 @@ export class UpdateUserSettingDto {
   @IsOptional()
   annualInterestRate?: number;
 
+  @IsISO4217CurrencyCode()
   @IsOptional()
-  @IsString()
   baseCurrency?: string;
 
   @IsString()

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

@@ -2,7 +2,11 @@ import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorat
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { User, UserSettings } from '@ghostfolio/common/interfaces';
-import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import {
+  hasPermission,
+  hasRole,
+  permissions
+} from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 
 import {
@@ -59,6 +63,13 @@ export class UserController {
   public async getUser(
     @Headers('accept-language') acceptLanguage: string
   ): Promise<User> {
+    if (hasRole(this.request.user, 'INACTIVE')) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),
+        StatusCodes.TOO_MANY_REQUESTS
+      );
+    }
+
     return this.userService.getUser(
       this.request.user,
       acceptLanguage?.split(',')?.[0]

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

@@ -1,11 +1,13 @@
 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 { I18nService } from '@ghostfolio/api/services/i18n/i18n.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import {
   DEFAULT_CURRENCY,
+  DEFAULT_LANGUAGE_CODE,
   PROPERTY_IS_READ_ONLY_MODE,
   PROPERTY_SYSTEM_MESSAGE,
   locale
@@ -31,6 +33,8 @@ const crypto = require('crypto');
 
 @Injectable()
 export class UserService {
+  private i18nService = new I18nService();
+
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly prismaService: PrismaService,
@@ -325,8 +329,10 @@ export class UserService {
         Account: {
           create: {
             currency: DEFAULT_CURRENCY,
-            isDefault: true,
+            name: this.i18nService.getTranslation({
-            name: 'Default Account'
+              id: 'myAccount',
+              languageCode: DEFAULT_LANGUAGE_CODE // TODO
+            })
           }
         },
         Settings: {
@@ -438,7 +444,7 @@ export class UserService {
         settings
       },
       where: {
-        userId: userId
+        userId
       }
     });
 

apps/api/src/assets/cryptocurrencies/custom.json

@@ -5,5 +5,6 @@
   "LUNA2": "Terra",
   "SGB1": "Songbird",
   "UNI1": "Uniswap",
+  "UNI7083": "Uniswap",
   "UST": "TerraUSD"
 }

apps/api/src/interceptors/redact-values-in-response.interceptor.ts

@@ -51,8 +51,10 @@ export class RedactValuesInResponseInterceptor<T>
               'feeInBaseCurrency',
               'filteredValueInBaseCurrency',
               'grossPerformance',
+              'grossPerformanceWithCurrencyEffect',
               'investment',
               'netPerformance',
+              'netPerformanceWithCurrencyEffect',
               'quantity',
               'symbolMapping',
               'totalBalanceInBaseCurrency',

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

@@ -43,6 +43,7 @@ export class ConfigurationService {
       MAX_ACTIVITIES_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
       MAX_ITEM_IN_CACHE: num({ default: 9999 }),
       PORT: port({ default: 3333 }),
+      REDIS_DB: num({ default: 0 }),
       REDIS_HOST: str({ default: 'localhost' }),
       REDIS_PASSWORD: str({ default: '' }),
       REDIS_PORT: port({ default: 6379 }),

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

@@ -37,12 +37,14 @@ export class AlphaVantageService implements DataProviderInterface {
     return !!this.configurationService.get('API_KEY_ALPHA_VANTAGE');
   }
 
-  public async getAssetProfile(
+  public async getAssetProfile({
-    aSymbol: string
+    symbol
-  ): Promise<Partial<SymbolProfile>> {
+  }: {
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>> {
     return {
-      dataSource: this.getName(),
+      symbol,
-      symbol: aSymbol
+      dataSource: this.getName()
     };
   }
 

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

@@ -52,15 +52,17 @@ export class CoinGeckoService implements DataProviderInterface {
     return true;
   }
 
-  public async getAssetProfile(
+  public async getAssetProfile({
-    aSymbol: string
+    symbol
-  ): Promise<Partial<SymbolProfile>> {
+  }: {
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>> {
     const response: Partial<SymbolProfile> = {
+      symbol,
       assetClass: AssetClass.CASH,
       assetSubClass: AssetSubClass.CRYPTOCURRENCY,
       currency: DEFAULT_CURRENCY,
-      dataSource: this.getName(),
+      dataSource: this.getName()
-      symbol: aSymbol
     };
 
     try {
@@ -70,7 +72,7 @@ export class CoinGeckoService implements DataProviderInterface {
         abortController.abort();
       }, this.configurationService.get('REQUEST_TIMEOUT'));
 
-      const { name } = await got(`${this.apiUrl}/coins/${aSymbol}`, {
+      const { name } = await got(`${this.apiUrl}/coins/${symbol}`, {
         headers: this.headers,
         // @ts-ignore
         signal: abortController.signal
@@ -81,7 +83,7 @@ export class CoinGeckoService implements DataProviderInterface {
       let message = error;
 
       if (error?.code === 'ABORT_ERR') {
-        message = `RequestError: The operation to get the asset profile for ${aSymbol} was aborted because the request to the data provider took more than ${this.configurationService.get(
+        message = `RequestError: The operation to get the asset profile for ${symbol} was aborted because the request to the data provider took more than ${this.configurationService.get(
           'REQUEST_TIMEOUT'
         )}ms`;
       }

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

@@ -196,7 +196,9 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
         shortName: assetProfile.price.shortName,
         symbol: assetProfile.price.symbol
       });
-      response.symbol = assetProfile.price.symbol;
+      response.symbol = this.convertFromYahooFinanceSymbol(
+        assetProfile.price.symbol
+      );
 
       if (assetSubClass === AssetSubClass.MUTUALFUND) {
         response.sectors = [];

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

@@ -92,7 +92,9 @@ export class DataProviderService {
 
       for (const symbol of symbols) {
         const promise = Promise.resolve(
-          this.getDataProvider(DataSource[dataSource]).getAssetProfile(symbol)
+          this.getDataProvider(DataSource[dataSource]).getAssetProfile({
+            symbol
+          })
         );
 
         promises.push(
@@ -335,11 +337,13 @@ export class DataProviderService {
   public async getQuotes({
     items,
     requestTimeout,
-    useCache = true
+    useCache = true,
+    user
   }: {
     items: UniqueAsset[];
     requestTimeout?: number;
     useCache?: boolean;
+    user?: UserWithSettings;
   }): Promise<{
     [symbol: string]: IDataProviderResponse;
   }> {
@@ -405,6 +409,14 @@ export class DataProviderService {
     )) {
       const dataProvider = this.getDataProvider(DataSource[dataSource]);
 
+      if (
+        dataProvider.getDataProviderInfo().isPremium &&
+        this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+        user?.subscription.type === 'Basic'
+      ) {
+        continue;
+      }
+
       const symbols = dataGatheringItems.map((dataGatheringItem) => {
         return dataGatheringItem.symbol;
       });

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

@@ -11,6 +11,7 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import {
   DEFAULT_CURRENCY,
   REPLACE_NAME_PARTS
@@ -35,7 +36,8 @@ export class EodHistoricalDataService implements DataProviderInterface {
   private readonly URL = 'https://eodhistoricaldata.com/api';
 
   public constructor(
-    private readonly configurationService: ConfigurationService
+    private readonly configurationService: ConfigurationService,
+    private readonly symbolProfileService: SymbolProfileService
   ) {
     this.apiKey = this.configurationService.get('API_KEY_EOD_HISTORICAL_DATA');
   }
@@ -44,19 +46,21 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return true;
   }
 
-  public async getAssetProfile(
+  public async getAssetProfile({
-    aSymbol: string
+    symbol
-  ): Promise<Partial<SymbolProfile>> {
+  }: {
-    const [searchResult] = await this.getSearchResult(aSymbol);
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>> {
+    const [searchResult] = await this.getSearchResult(symbol);
 
     return {
+      symbol,
       assetClass: searchResult?.assetClass,
       assetSubClass: searchResult?.assetSubClass,
       currency: this.convertCurrency(searchResult?.currency),
       dataSource: this.getName(),
       isin: searchResult?.isin,
-      name: searchResult?.name,
+      name: searchResult?.name
-      symbol: aSymbol
     };
   }
 
@@ -228,27 +232,22 @@ export class EodHistoricalDataService implements DataProviderInterface {
           ? [realTimeResponse]
           : realTimeResponse;
 
-      const searchResponse = await Promise.all(
+      const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
-        eodHistoricalDataSymbols
+        symbols.map((symbol) => {
-          .filter((symbol) => {
+          return {
-            return !symbol.endsWith('.FOREX');
+            symbol,
-          })
+            dataSource: this.getName()
-          .map((symbol) => {
+          };
-            return this.search({ query: symbol });
+        })
-          })
       );
 
-      const lookupItems = searchResponse.flat().map(({ items }) => {
-        return items[0];
-      });
-
       response = quotes.reduce(
         (
           result: { [symbol: string]: IDataProviderResponse },
           { close, code, timestamp }
         ) => {
-          const currency = lookupItems.find((lookupItem) => {
+          const currency = symbolProfiles.find(({ symbol }) => {
-            return lookupItem.symbol === code;
+            return symbol === code;
           })?.currency;
 
           if (isNumber(close)) {

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

@@ -37,12 +37,14 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     return true;
   }
 
-  public async getAssetProfile(
+  public async getAssetProfile({
-    aSymbol: string
+    symbol
-  ): Promise<Partial<SymbolProfile>> {
+  }: {
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>> {
     return {
-      dataSource: this.getName(),
+      symbol,
-      symbol: aSymbol
+      dataSource: this.getName()
     };
   }
 

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

@@ -33,12 +33,14 @@ export class GoogleSheetsService implements DataProviderInterface {
     return true;
   }
 
-  public async getAssetProfile(
+  public async getAssetProfile({
-    aSymbol: string
+    symbol
-  ): Promise<Partial<SymbolProfile>> {
+  }: {
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>> {
     return {
-      dataSource: this.getName(),
+      symbol,
-      symbol: aSymbol
+      dataSource: this.getName()
     };
   }
 

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

@@ -11,7 +11,11 @@ import { DataSource, SymbolProfile } from '@prisma/client';
 export interface DataProviderInterface {
   canHandle(symbol: string): boolean;
 
-  getAssetProfile(aSymbol: string): Promise<Partial<SymbolProfile>>;
+  getAssetProfile({
+    symbol
+  }: {
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>>;
 
   getDataProviderInfo(): DataProviderInfo;
 

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

@@ -43,16 +43,18 @@ export class ManualService implements DataProviderInterface {
     return true;
   }
 
-  public async getAssetProfile(
+  public async getAssetProfile({
-    aSymbol: string
+    symbol
-  ): Promise<Partial<SymbolProfile>> {
+  }: {
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>> {
     const assetProfile: Partial<SymbolProfile> = {
-      dataSource: this.getName(),
+      symbol,
-      symbol: aSymbol
+      dataSource: this.getName()
     };
 
     const [symbolProfile] = await this.symbolProfileService.getSymbolProfiles([
-      { dataSource: this.getName(), symbol: aSymbol }
+      { symbol, dataSource: this.getName() }
     ]);
 
     if (symbolProfile) {
@@ -164,13 +166,15 @@ export class ManualService implements DataProviderInterface {
         }
       });
 
-      for (const symbolProfile of symbolProfiles) {
+      for (const { currency, symbol } of symbolProfiles) {
-        response[symbolProfile.symbol] = {
+        let marketPrice = marketData.find((marketDataItem) => {
-          currency: symbolProfile.currency,
+          return marketDataItem.symbol === symbol;
+        })?.marketPrice;
+
+        response[symbol] = {
+          currency,
+          marketPrice,
           dataSource: this.getName(),
-          marketPrice: marketData.find((marketDataItem) => {
-            return marketDataItem.symbol === symbolProfile.symbol;
-          })?.marketPrice,
           marketState: 'delayed'
         };
       }

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

@@ -30,12 +30,14 @@ export class RapidApiService implements DataProviderInterface {
     return !!this.configurationService.get('API_KEY_RAPID_API');
   }
 
-  public async getAssetProfile(
+  public async getAssetProfile({
-    aSymbol: string
+    symbol
-  ): Promise<Partial<SymbolProfile>> {
+  }: {
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>> {
     return {
-      dataSource: this.getName(),
+      symbol,
-      symbol: aSymbol
+      dataSource: this.getName()
     };
   }
 

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

@@ -33,20 +33,12 @@ export class YahooFinanceService implements DataProviderInterface {
     return true;
   }
 
-  public async getAssetProfile(
+  public async getAssetProfile({
-    aSymbol: string
+    symbol
-  ): Promise<Partial<SymbolProfile>> {
+  }: {
-    const { assetClass, assetSubClass, currency, name, symbol } =
+    symbol: string;
-      await this.yahooFinanceDataEnhancerService.getAssetProfile(aSymbol);
+  }): Promise<Partial<SymbolProfile>> {
-
+    return this.yahooFinanceDataEnhancerService.getAssetProfile(symbol);
-    return {
-      assetClass,
-      assetSubClass,
-      currency,
-      name,
-      symbol,
-      dataSource: this.getName()
-    };
   }
 
   public getDataProviderInfo(): DataProviderInfo {

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

@@ -451,7 +451,7 @@ export class ExchangeRateDataService {
   }
 
   private async prepareCurrencies(): Promise<string[]> {
-    let currencies: string[] = [];
+    let currencies: string[] = [DEFAULT_CURRENCY];
 
     (
       await this.prismaService.account.findMany({

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

@@ -30,6 +30,7 @@ export interface Environment extends CleanedEnvAccessors {
   MAX_ACTIVITIES_TO_IMPORT: number;
   MAX_ITEM_IN_CACHE: number;
   PORT: number;
+  REDIS_DB: number;
   REDIS_HOST: string;
   REDIS_PASSWORD: string;
   REDIS_PORT: number;

apps/client/project.json

@@ -13,13 +13,13 @@
     "build": {
       "executor": "@nx/angular:webpack-browser",
       "options": {
+        "deleteOutputPath": false,
         "localize": true,
         "outputPath": "dist/apps/client",
         "index": "apps/client/src/index.html",
         "main": "apps/client/src/main.ts",
         "polyfills": "apps/client/src/polyfills.ts",
         "tsConfig": "apps/client/tsconfig.app.json",
-        "assets": [],
         "styles": [
           "apps/client/src/assets/fonts/inter.css",
           "apps/client/src/styles/theme.scss",
@@ -108,13 +108,22 @@
       "options": {
         "commands": [
           {
-            "command": "shx mkdir -p dist/apps/client"
+            "command": "shx rm -rf dist/apps/client"
           },
           {
-            "command": "shx cp -r apps/client/src/assets dist/apps/client"
+            "command": "shx mkdir -p dist/apps/client/.well-known"
           },
           {
-            "command": "shx cp -r apps/client/src/assets/.well-known dist/apps/client"
+            "command": "shx mkdir -p dist/apps/client/assets"
+          },
+          {
+            "command": "shx mkdir -p dist/apps/client/ionicons"
+          },
+          {
+            "command": "shx cp -r apps/client/src/assets/* dist/apps/client/assets"
+          },
+          {
+            "command": "shx cp -r apps/client/src/assets/.well-known/* dist/apps/client/.well-known"
           },
           {
             "command": "shx cp apps/client/src/assets/favicon.ico dist/apps/client"
@@ -128,9 +137,6 @@
           {
             "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"
           },
@@ -138,7 +144,7 @@
             "command": "shx cp node_modules/ionicons/dist/ionicons.js dist/apps/client"
           },
           {
-            "command": "shx cp -r node_modules/ionicons/dist/ionicons dist/apps/client/ionicons"
+            "command": "shx cp -r node_modules/ionicons/dist/ionicons/* dist/apps/client/ionicons"
           },
           {
             "command": "shx cp CHANGELOG.md dist/apps/client/assets"
@@ -146,7 +152,8 @@
           {
             "command": "shx cp LICENSE dist/apps/client/assets"
           }
-        ]
+        ],
+        "parallel": false
       }
     },
     "serve": {

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

@@ -227,7 +227,8 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
           }
         ],
         range: 'max',
-        withExcludedAccounts: true
+        withExcludedAccounts: true,
+        withItems: true
       })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ chart }) => {

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

@@ -25,7 +25,9 @@
         class="h-100"
         [currency]="user?.settings?.baseCurrency"
         [historicalDataItems]="historicalDataItems"
-        [isInPercent]="data.hasImpersonationId || user.settings.isRestrictedView"
+        [isInPercent]="
+          data.hasImpersonationId || user.settings.isRestrictedView
+        "
         [isLoading]="isLoadingChart"
         [locale]="user?.settings?.locale"
       />
@@ -77,6 +79,7 @@
         <gf-holdings-table
           [baseCurrency]="user?.settings?.baseCurrency"
           [deviceType]="data.deviceType"
+          [hasPermissionToOpenDetails]="false"
           [holdings]="holdings"
           [locale]="user?.settings?.locale"
         />
@@ -91,7 +94,9 @@
           [dataSource]="dataSource"
           [deviceType]="data.deviceType"
           [hasPermissionToCreateActivity]="false"
-          [hasPermissionToExportActivities]="!data.hasImpersonationId && !user.settings.isRestrictedView"
+          [hasPermissionToExportActivities]="
+            !data.hasImpersonationId && !user.settings.isRestrictedView
+          "
           [hasPermissionToFilter]="false"
           [hasPermissionToOpenDetails]="false"
           [locale]="user?.settings?.locale"
@@ -112,7 +117,11 @@
           [accountBalances]="accountBalances"
           [accountId]="data.accountId"
           [locale]="user?.settings?.locale"
-          [showActions]="!data.hasImpersonationId && hasPermissionToDeleteAccountBalance && !user.settings.isRestrictedView"
+          [showActions]="
+            !data.hasImpersonationId &&
+            hasPermissionToDeleteAccountBalance &&
+            !user.settings.isRestrictedView
+          "
           (accountBalanceDeleted)="onDeleteAccountBalance($event)"
         />
       </mat-tab>

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

@@ -40,12 +40,7 @@
         [tooltip]="element.Platform?.name"
         [url]="element.Platform?.url"
       />
-      <span>{{ element.name }} </span>
+      <span>{{ element.name }}</span>
-      <span
-        *ngIf="element.isDefault"
-        class="d-lg-inline-block d-none text-muted"
-        >(Default)</span
-      >
     </td>
     <td *matFooterCellDef class="px-1" i18n mat-footer-cell>Total</td>
   </ng-container>
@@ -261,7 +256,7 @@
         </button>
         <button
           mat-menu-item
-          [disabled]="element.isDefault || element.transactionCount > 0"
+          [disabled]="element.transactionCount > 0"
           (click)="onDeleteAccount(element.id)"
         >
           <span class="align-items-center d-flex">

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

@@ -1,3 +1,5 @@
+import { getLocale } from '@ghostfolio/common/helper';
+
 import {
   ChangeDetectionStrategy,
   Component,
@@ -27,7 +29,7 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
   @Input() baseCurrency: string;
   @Input() deviceType: string;
   @Input() hasPermissionToOpenDetails = true;
-  @Input() locale: string;
+  @Input() locale = getLocale();
   @Input() showActions: boolean;
   @Input() showBalance = true;
   @Input() showFooter = true;

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

@@ -163,7 +163,12 @@
             <mat-menu #assetProfileActionsMenu="matMenu" xPosition="before">
               <button
                 mat-menu-item
-                (click)="onOpenAssetProfileDialog({ dataSource: element.dataSource, symbol: element.symbol })"
+                (click)="
+                  onOpenAssetProfileDialog({
+                    dataSource: element.dataSource,
+                    symbol: element.symbol
+                  })
+                "
               >
                 <span class="align-items-center d-flex">
                   <ion-icon class="mr-2" name="create-outline" />
@@ -173,7 +178,12 @@
               <button
                 mat-menu-item
                 [disabled]="element.activitiesCount !== 0"
-                (click)="onDeleteProfileData({dataSource: element.dataSource, symbol: element.symbol})"
+                (click)="
+                  onDeleteProfileData({
+                    dataSource: element.dataSource,
+                    symbol: element.symbol
+                  })
+                "
               >
                 <span class="align-items-center d-flex">
                   <ion-icon class="mr-2" name="trash-outline" />
@@ -189,16 +199,19 @@
           *matRowDef="let row; columns: displayedColumns"
           class="cursor-pointer"
           mat-row
-          (click)="onOpenAssetProfileDialog({ dataSource: row.dataSource, symbol: row.symbol })"
+          (click)="
+            onOpenAssetProfileDialog({
+              dataSource: row.dataSource,
+              symbol: row.symbol
+            })
+          "
         ></tr>
       </table>
 
       <mat-paginator
         [length]="totalItems"
         [ngClass]="{
-          'd-none':
+          'd-none': (isLoading && totalItems === 0) || totalItems <= pageSize
-            (isLoading && totalItems === 0) ||
-            totalItems <= pageSize
         }"
         [pageSize]="pageSize"
         [showFirstLastButtons]="true"

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

@@ -91,7 +91,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     private snackBar: MatSnackBar
   ) {}
 
-  public ngOnInit(): void {
+  public ngOnInit() {
     const { benchmarks, currencies } = this.dataService.fetchInfo();
 
     this.benchmarks = benchmarks;
@@ -167,7 +167,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       });
   }
 
-  public onClose(): void {
+  public onClose() {
     this.dialogRef.close();
   }
 

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

@@ -25,7 +25,9 @@
         mat-menu-item
         type="button"
         [disabled]="assetProfileForm.dirty"
-        (click)="onGatherSymbol({dataSource: data.dataSource, symbol: data.symbol})"
+        (click)="
+          onGatherSymbol({ dataSource: data.dataSource, symbol: data.symbol })
+        "
       >
         <ng-container i18n>Gather Historical Data</ng-container>
       </button>
@@ -33,7 +35,12 @@
         mat-menu-item
         type="button"
         [disabled]="assetProfileForm.dirty"
-        (click)="onGatherProfileDataBySymbol({dataSource: data.dataSource, symbol: data.symbol})"
+        (click)="
+          onGatherProfileDataBySymbol({
+            dataSource: data.dataSource,
+            symbol: data.symbol
+          })
+        "
       >
         <ng-container i18n>Gather Profile Data</ng-container>
       </button>
@@ -73,7 +80,12 @@
         color="accent"
         mat-flat-button
         type="button"
-        [disabled]="!assetProfileForm.controls['historicalData']?.controls['csvString'].touched || assetProfileForm.controls['historicalData']?.controls['csvString']?.value === ''"
+        [disabled]="
+          !assetProfileForm.controls['historicalData']?.controls['csvString']
+            .touched ||
+          assetProfileForm.controls['historicalData']?.controls['csvString']
+            ?.value === ''
+        "
         (click)="onImportHistoricalData()"
       >
         <ng-container i18n>Import</ng-container>
@@ -129,49 +141,54 @@
         >
       </div>
       <ng-container
-        *ngIf="assetProfile?.countries?.length > 0 || assetProfile?.sectors?.length > 0"
+        *ngIf="
+          assetProfile?.countries?.length > 0 ||
+          assetProfile?.sectors?.length > 0
+        "
       >
-        @if (assetProfile?.countries?.length === 1 &&
+        @if (
-        assetProfile?.sectors?.length === 1 ) {
+          assetProfile?.countries?.length === 1 &&
-        <div *ngIf="assetProfile?.sectors?.length === 1" class="col-6 mb-3">
+          assetProfile?.sectors?.length === 1
-          <gf-value
+        ) {
-            i18n
+          <div *ngIf="assetProfile?.sectors?.length === 1" class="col-6 mb-3">
-            size="medium"
+            <gf-value
-            [locale]="data.locale"
+              i18n
-            [value]="assetProfile?.sectors[0].name"
+              size="medium"
-            >Sector</gf-value
+              [locale]="data.locale"
-          >
+              [value]="assetProfile?.sectors[0].name"
-        </div>
+              >Sector</gf-value
-        <div *ngIf="assetProfile?.countries?.length === 1" class="col-6 mb-3">
+            >
-          <gf-value
+          </div>
-            i18n
+          <div *ngIf="assetProfile?.countries?.length === 1" class="col-6 mb-3">
-            size="medium"
+            <gf-value
-            [locale]="data.locale"
+              i18n
-            [value]="assetProfile?.countries[0].name"
+              size="medium"
-            >Country</gf-value
+              [locale]="data.locale"
-          >
+              [value]="assetProfile?.countries[0].name"
-        </div>
+              >Country</gf-value
+            >
+          </div>
         } @else {
-        <div class="col-md-6 mb-3">
+          <div class="col-md-6 mb-3">
-          <div class="h5" i18n>Sectors</div>
+            <div class="h5" i18n>Sectors</div>
-          <gf-portfolio-proportion-chart
+            <gf-portfolio-proportion-chart
-            [colorScheme]="data.colorScheme"
+              [colorScheme]="data.colorScheme"
-            [isInPercent]="true"
+              [isInPercent]="true"
-            [keys]="['name']"
+              [keys]="['name']"
-            [maxItems]="10"
+              [maxItems]="10"
-            [positions]="sectors"
+              [positions]="sectors"
-          />
+            />
-        </div>
+          </div>
-        <div class="col-md-6 mb-3">
+          <div class="col-md-6 mb-3">
-          <div class="h5" i18n>Countries</div>
+            <div class="h5" i18n>Countries</div>
-          <gf-portfolio-proportion-chart
+            <gf-portfolio-proportion-chart
-            [colorScheme]="data.colorScheme"
+              [colorScheme]="data.colorScheme"
-            [isInPercent]="true"
+              [isInPercent]="true"
-            [keys]="['name']"
+              [keys]="['name']"
-            [maxItems]="10"
+              [maxItems]="10"
-            [positions]="countries"
+              [positions]="countries"
-          />
+            />
-        </div>
+          </div>
         }
       </ng-container>
     </div>
@@ -222,7 +239,17 @@
           color="primary"
           i18n
           [checked]="isBenchmark"
-          (change)="isBenchmark ? onUnsetBenchmark({dataSource: data.dataSource, symbol: data.symbol}) : onSetBenchmark({dataSource: data.dataSource, symbol: data.symbol})"
+          (change)="
+            isBenchmark
+              ? onUnsetBenchmark({
+                  dataSource: data.dataSource,
+                  symbol: data.symbol
+                })
+              : onSetBenchmark({
+                  dataSource: data.dataSource,
+                  symbol: data.symbol
+                })
+          "
           >Benchmark</mat-checkbox
         >
       </div>
@@ -253,7 +280,9 @@
             color="accent"
             mat-flat-button
             type="button"
-            [disabled]="assetProfileForm.controls['scraperConfiguration'].value === '{}'"
+            [disabled]="
+              assetProfileForm.controls['scraperConfiguration'].value === '{}'
+            "
             (click)="onTestMarketData()"
           >
             <ng-container i18n>Test</ng-container>

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

@@ -28,7 +28,7 @@
                 [value]="transactionCount"
               />
               <div *ngIf="transactionCount && userCount">
-                {{ transactionCount / userCount | number : '1.2-2' }}
+                {{ transactionCount / userCount | number: '1.2-2' }}
                 <span i18n>per User</span>
               </div>
             </div>
@@ -69,10 +69,10 @@
                       <a
                         mat-menu-item
                         [queryParams]="{
-                        assetProfileDialog: true,
+                          assetProfileDialog: true,
-                        dataSource: exchangeRate.dataSource,
+                          dataSource: exchangeRate.dataSource,
-                        symbol: exchangeRate.symbol
+                          symbol: exchangeRate.symbol
-                      }"
+                        }"
                         [routerLink]="['/admin', 'market-data']"
                       >
                         <span class="align-items-center d-flex">
@@ -112,7 +112,9 @@
               <mat-slide-toggle
                 color="primary"
                 hideIcon="true"
-                [checked]="info.globalPermissions.includes(permissions.createUserAccount)"
+                [checked]="
+                  info.globalPermissions.includes(permissions.createUserAccount)
+                "
                 (change)="onEnableUserSignupModeChange($event)"
               />
             </div>
@@ -143,7 +145,7 @@
             <div class="w-50" i18n>System Message</div>
             <div class="w-50">
               <div *ngIf="systemMessage" class="align-items-center d-flex">
-                <div class="text-truncate">{{ systemMessage | json }}</div>
+                <div class="text-truncate">{{ systemMessage | json }}</div>
                 <button
                   class="h-100 mx-1 no-min-width px-2"
                   mat-button

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

@@ -12,7 +12,7 @@
               #
             </th>
             <td
-              *matCellDef="let element; let i=index"
+              *matCellDef="let element; let i = index"
               class="mat-mdc-cell px-1 py-2 text-right"
               mat-cell
             >
@@ -35,17 +35,23 @@
               mat-cell
             >
               <div class="d-flex align-items-center">
-                <span class="d-none d-sm-inline-block text-monospace"
+                <span class="d-none d-sm-inline-block text-monospace">{{
-                  >{{ element.id }}</span
+                  element.id
-                >
+                }}</span>
-                <span class="d-inline-block d-sm-none text-monospace"
+                <span class="d-inline-block d-sm-none text-monospace">{{
-                  >{{ (element.id | slice:0:5) + '...' }}</span
+                  (element.id | slice: 0 : 5) + '...'
-                >
+                }}</span>
                 <gf-premium-indicator
                   *ngIf="element?.subscription?.type === 'Premium'"
                   class="ml-1"
                   [enableLink]="false"
-                  [title]="'Expires ' + formatDistanceToNow(element.subscription.expiresAt) + ' (' + (element.subscription.expiresAt | date: defaultDateFormat) + ')'"
+                  [title]="
+                    'Expires ' +
+                    formatDistanceToNow(element.subscription.expiresAt) +
+                    ' (' +
+                    (element.subscription.expiresAt | date: defaultDateFormat) +
+                    ')'
+                  "
                 />
               </div>
             </td>
@@ -67,9 +73,9 @@
               class="mat-mdc-cell px-1 py-2"
               mat-cell
             >
-              <span class="h5" [title]="element.country"
+              <span class="h5" [title]="element.country">{{
-                >{{ getEmojiFlag(element.country) }}</span
+                getEmojiFlag(element.country)
-              >
+              }}</span>
             </td>
           </ng-container>
 

apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.ts

@@ -7,6 +7,7 @@ import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config';
 import {
   getBackgroundColor,
   getDateFormatString,
+  getLocale,
   getTextColor,
   parseDate
 } from '@ghostfolio/common/helper';
@@ -51,7 +52,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
   @Input() colorScheme: ColorScheme;
   @Input() daysInMarket: number;
   @Input() isLoading: boolean;
-  @Input() locale: string;
+  @Input() locale = getLocale();
   @Input() performanceDataItems: LineChartItem[];
   @Input() user: User;
 

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

@@ -217,7 +217,7 @@ export class HeaderComponent implements OnChanges {
     this.signOut.next();
   }
 
-  public openLoginDialog(): void {
+  public openLoginDialog() {
     const dialogRef = this.dialog.open(LoginWithAccessTokenDialog, {
       autoFocus: false,
       data: {

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

@@ -154,8 +154,8 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
     this.dataService
       .fetchPositions({ range: this.user?.settings?.dateRange })
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((response) => {
+      .subscribe(({ positions }) => {
-        this.positions = response.positions;
+        this.positions = positions;
 
         this.changeDetectorRef.markForCheck();
       });

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

@@ -127,10 +127,10 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
         this.isLoadingPerformance = false;
 
         this.historicalDataItems = chart.map(
-          ({ date, netPerformanceInPercentage }) => {
+          ({ date, netPerformanceInPercentageWithCurrencyEffect }) => {
             return {
               date,
-              value: netPerformanceInPercentage
+              value: netPerformanceInPercentageWithCurrencyEffect
             };
           }
         );

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

@@ -1,100 +1,100 @@
 <div
   class="align-items-center container d-flex flex-column h-100 justify-content-center overview p-0 position-relative"
 >
-  @if(hasPermissionToCreateOrder && historicalDataItems?.length === 0) {
+  @if (hasPermissionToCreateOrder && historicalDataItems?.length === 0) {
-  <div class="justify-content-center row w-100">
+    <div class="justify-content-center row w-100">
-    <div class="col introduction">
+      <div class="col introduction">
-      <h4 i18n>Welcome to Ghostfolio</h4>
+        <h4 i18n>Welcome to Ghostfolio</h4>
-      <p i18n>Ready to take control of your personal finances?</p>
+        <p i18n>Ready to take control of your personal finances?</p>
-      <ol class="font-weight-bold">
+        <ol class="font-weight-bold">
-        <li
+          <li
-          class="mb-2"
+            class="mb-2"
-          [ngClass]="{ 'text-muted': user?.accounts?.length > 1 }"
+            [ngClass]="{ 'text-muted': user?.accounts?.length > 1 }"
-        >
-          <a class="d-block" [routerLink]="['/accounts']"
-            ><span i18n>Setup your accounts</span><br />
-            <span class="font-weight-normal" i18n
-              >Get a comprehensive financial overview by adding your bank and
-              brokerage accounts.</span
-            ></a
           >
-        </li>
+            <a class="d-block" [routerLink]="['/accounts']"
-        <li class="mb-2">
+              ><span i18n>Setup your accounts</span><br />
-          <a class="d-block" [routerLink]="['/portfolio', 'activities']">
+              <span class="font-weight-normal" i18n
-            <span i18n>Capture your activities</span><br />
+                >Get a comprehensive financial overview by adding your bank and
-            <span class="font-weight-normal" i18n
+                brokerage accounts.</span
-              >Record your investment activities to keep your portfolio up to
+              ></a
-              date.</span
+            >
-            ></a
+          </li>
-          >
+          <li class="mb-2">
-        </li>
+            <a class="d-block" [routerLink]="['/portfolio', 'activities']">
-        <li class="mb-2">
+              <span i18n>Capture your activities</span><br />
-          <a class="d-block" [routerLink]="['/portfolio']">
+              <span class="font-weight-normal" i18n
-            <span i18n>Monitor and analyze your portfolio</span><br />
+                >Record your investment activities to keep your portfolio up to
-            <span class="font-weight-normal" i18n
+                date.</span
-              >Track your progress in real-time with comprehensive analysis and
+              ></a
-              insights.</span
             >
+          </li>
+          <li class="mb-2">
+            <a class="d-block" [routerLink]="['/portfolio']">
+              <span i18n>Monitor and analyze your portfolio</span><br />
+              <span class="font-weight-normal" i18n
+                >Track your progress in real-time with comprehensive analysis
+                and insights.</span
+              >
+            </a>
+          </li>
+        </ol>
+        <div class="d-flex justify-content-center">
+          <a
+            *ngIf="user?.accounts?.length === 1"
+            color="primary"
+            mat-flat-button
+            [routerLink]="['/accounts']"
+          >
+            <ng-container i18n>Setup accounts</ng-container>
+          </a>
+          <a
+            *ngIf="user?.accounts?.length > 1"
+            color="primary"
+            mat-flat-button
+            [routerLink]="['/portfolio', 'activities']"
+          >
+            <ng-container i18n>Add activity</ng-container>
           </a>
-        </li>
+        </div>
-      </ol>
-      <div class="d-flex justify-content-center">
-        <a
-          *ngIf="user?.accounts?.length === 1"
-          color="primary"
-          mat-flat-button
-          [routerLink]="['/accounts']"
-        >
-          <ng-container i18n>Setup accounts</ng-container>
-        </a>
-        <a
-          *ngIf="user?.accounts?.length > 1"
-          color="primary"
-          mat-flat-button
-          [routerLink]="['/portfolio', 'activities']"
-        >
-          <ng-container i18n>Add activity</ng-container>
-        </a>
       </div>
     </div>
-  </div>
   } @else {
-  <div class="row w-100">
+    <div class="row w-100">
-    <div class="col p-0">
+      <div class="col p-0">
-      <div class="chart-container mx-auto position-relative">
+        <div class="chart-container mx-auto position-relative">
-        <gf-line-chart
+          <gf-line-chart
-          class="position-absolute"
+            class="position-absolute"
-          symbol="Performance"
+            symbol="Performance"
-          unit="%"
+            unit="%"
-          [colorScheme]="user?.settings?.colorScheme"
+            [colorScheme]="user?.settings?.colorScheme"
-          [hidden]="historicalDataItems?.length === 0"
+            [hidden]="historicalDataItems?.length === 0"
-          [historicalDataItems]="historicalDataItems"
+            [historicalDataItems]="historicalDataItems"
-          [isAnimated]="user?.settings?.dateRange === '1d' ? false : true"
+            [isAnimated]="user?.settings?.dateRange === '1d' ? false : true"
+            [locale]="user?.settings?.locale"
+            [ngClass]="{ 'pr-3': deviceType === 'mobile' }"
+            [showGradient]="true"
+            [showLoader]="false"
+            [showXAxis]="false"
+            [showYAxis]="false"
+          />
+        </div>
+      </div>
+    </div>
+    <div class="overview-container row mt-1">
+      <div class="col">
+        <gf-portfolio-performance
+          class="pb-4"
+          [deviceType]="deviceType"
+          [errors]="errors"
+          [isAllTimeHigh]="isAllTimeHigh"
+          [isAllTimeLow]="isAllTimeLow"
+          [isLoading]="isLoadingPerformance"
           [locale]="user?.settings?.locale"
-          [ngClass]="{ 'pr-3': deviceType === 'mobile' }"
+          [performance]="performance"
-          [showGradient]="true"
+          [showDetails]="showDetails"
-          [showLoader]="false"
+          [unit]="unit"
-          [showXAxis]="false"
-          [showYAxis]="false"
         />
       </div>
     </div>
-  </div>
-  <div class="overview-container row mt-1">
-    <div class="col">
-      <gf-portfolio-performance
-        class="pb-4"
-        [deviceType]="deviceType"
-        [errors]="errors"
-        [isAllTimeHigh]="isAllTimeHigh"
-        [isAllTimeLow]="isAllTimeLow"
-        [isLoading]="isLoadingPerformance"
-        [locale]="user?.settings?.locale"
-        [performance]="performance"
-        [showDetails]="showDetails"
-        [unit]="unit"
-      />
-    </div>
-  </div>
   }
 </div>

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

@@ -6,7 +6,9 @@
         <mat-card-content>
           <gf-portfolio-summary
             [baseCurrency]="user?.settings?.baseCurrency"
-            [hasPermissionToUpdateUserSettings]="!hasImpersonationId && hasPermissionToUpdateUserSettings"
+            [hasPermissionToUpdateUserSettings]="
+              !hasImpersonationId && hasPermissionToUpdateUserSettings
+            "
             [isLoading]="isLoading"
             [language]="user?.settings?.language"
             [locale]="user?.settings?.locale"

apps/client/src/app/components/investment-chart/investment-chart.component.ts

@@ -9,6 +9,7 @@ import {
   DATE_FORMAT,
   getBackgroundColor,
   getDateFormatString,
+  getLocale,
   getTextColor,
   parseDate
 } from '@ghostfolio/common/helper';
@@ -65,7 +66,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
   @Input() historicalDataItems: LineChartItem[] = [];
   @Input() isInPercent = false;
   @Input() isLoading = false;
-  @Input() locale: string;
+  @Input() locale = getLocale();
   @Input() range: DateRange = 'max';
   @Input() savingsRate = 0;
 

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

@@ -40,7 +40,11 @@
         [colorizeSign]="true"
         [isCurrency]="true"
         [locale]="locale"
-        [value]="isLoading ? undefined : performance?.currentNetPerformance"
+        [value]="
+          isLoading
+            ? undefined
+            : performance?.currentNetPerformanceWithCurrencyEffect
+        "
       />
     </div>
     <div class="col">
@@ -49,7 +53,9 @@
         [isPercent]="true"
         [locale]="locale"
         [value]="
-          isLoading ? undefined : performance?.currentNetPerformancePercent
+          isLoading
+            ? undefined
+            : performance?.currentNetPerformancePercentWithCurrencyEffect
         "
       />
     </div>

apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts

@@ -1,4 +1,5 @@
 import {
+  getLocale,
   getNumberFormatDecimal,
   getNumberFormatGroup
 } from '@ghostfolio/common/helper';
@@ -31,7 +32,7 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
   @Input() isAllTimeHigh: boolean;
   @Input() isAllTimeLow: boolean;
   @Input() isLoading: boolean;
-  @Input() locale: string;
+  @Input() locale = getLocale();
   @Input() performance: PortfolioPerformance;
   @Input() showDetails: boolean;
   @Input() unit: string;
@@ -62,7 +63,8 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
       } else if (this.showDetails === false) {
         new CountUp(
           'value',
-          this.performance?.currentNetPerformancePercent * 100,
+          this.performance?.currentNetPerformancePercentWithCurrencyEffect *
+            100,
           {
             decimal: getNumberFormatDecimal(this.locale),
             decimalPlaces: 2,

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

@@ -64,7 +64,11 @@
         [isCurrency]="true"
         [locale]="locale"
         [unit]="baseCurrency"
-        [value]="isLoading ? undefined : summary?.currentGrossPerformance"
+        [value]="
+          isLoading
+            ? undefined
+            : summary?.currentGrossPerformanceWithCurrencyEffect
+        "
       />
     </div>
   </div>
@@ -85,7 +89,9 @@
         [isPercent]="true"
         [locale]="locale"
         [value]="
-          isLoading ? undefined : summary?.currentGrossPerformancePercent
+          isLoading
+            ? undefined
+            : summary?.currentGrossPerformancePercentWithCurrencyEffect
         "
       />
     </div>
@@ -114,7 +120,11 @@
         [isCurrency]="true"
         [locale]="locale"
         [unit]="baseCurrency"
-        [value]="isLoading ? undefined : summary?.currentNetPerformance"
+        [value]="
+          isLoading
+            ? undefined
+            : summary?.currentNetPerformanceWithCurrencyEffect
+        "
       />
     </div>
   </div>
@@ -134,7 +144,11 @@
         [colorizeSign]="true"
         [isPercent]="true"
         [locale]="locale"
-        [value]="isLoading ? undefined : summary?.currentNetPerformancePercent"
+        [value]="
+          isLoading
+            ? undefined
+            : summary?.currentNetPerformancePercentWithCurrencyEffect
+        "
       />
     </div>
   </div>
@@ -283,7 +297,11 @@
         [colorizeSign]="true"
         [isPercent]="true"
         [locale]="locale"
-        [value]="isLoading ? undefined : summary?.annualizedPerformancePercent"
+        [value]="
+          isLoading
+            ? undefined
+            : summary?.annualizedPerformancePercentWithCurrencyEffect
+        "
       />
     </div>
   </div>

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

@@ -1,4 +1,4 @@
-import { getDateFnsLocale } from '@ghostfolio/common/helper';
+import { getDateFnsLocale, getLocale } from '@ghostfolio/common/helper';
 import { PortfolioSummary } from '@ghostfolio/common/interfaces';
 
 import {
@@ -23,7 +23,7 @@ export class PortfolioSummaryComponent implements OnChanges, OnInit {
   @Input() hasPermissionToUpdateUserSettings: boolean;
   @Input() isLoading: boolean;
   @Input() language: string;
-  @Input() locale: string;
+  @Input() locale = getLocale();
   @Input() summary: PortfolioSummary;
 
   @Output() emergencyFundChanged = new EventEmitter<number>();

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

@@ -50,15 +50,13 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
   public dividendInBaseCurrency: number;
   public feeInBaseCurrency: number;
   public firstBuyDate: string;
-  public grossPerformance: number;
-  public grossPerformancePercent: number;
   public historicalDataItems: LineChartItem[];
   public investment: number;
   public marketPrice: number;
   public maxPrice: number;
   public minPrice: number;
-  public netPerformance: number;
+  public netPerformancePercentWithCurrencyEffect: number;
-  public netPerformancePercent: number;
+  public netPerformanceWithCurrencyEffect: number;
   public quantity: number;
   public quantityPrecision = 2;
   public reportDataGlitchMail: string;
@@ -84,7 +82,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
     private userService: UserService
   ) {}
 
-  public ngOnInit(): void {
+  public ngOnInit() {
     this.dataService
       .fetchPositionDetail({
         dataSource: this.data.dataSource,
@@ -99,15 +97,13 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           dividendInBaseCurrency,
           feeInBaseCurrency,
           firstBuyDate,
-          grossPerformance,
-          grossPerformancePercent,
           historicalData,
           investment,
           marketPrice,
           maxPrice,
           minPrice,
-          netPerformance,
+          netPerformancePercentWithCurrencyEffect,
-          netPerformancePercent,
+          netPerformanceWithCurrencyEffect,
           orders,
           quantity,
           SymbolProfile,
@@ -125,8 +121,6 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           this.dividendInBaseCurrency = dividendInBaseCurrency;
           this.feeInBaseCurrency = feeInBaseCurrency;
           this.firstBuyDate = firstBuyDate;
-          this.grossPerformance = grossPerformance;
-          this.grossPerformancePercent = grossPerformancePercent;
           this.historicalDataItems = historicalData.map(
             (historicalDataItem) => {
               this.benchmarkDataItems.push({
@@ -144,8 +138,10 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           this.marketPrice = marketPrice;
           this.maxPrice = maxPrice;
           this.minPrice = minPrice;
-          this.netPerformance = netPerformance;
+          this.netPerformancePercentWithCurrencyEffect =
-          this.netPerformancePercent = netPerformancePercent;
+            netPerformancePercentWithCurrencyEffect;
+          this.netPerformanceWithCurrencyEffect =
+            netPerformanceWithCurrencyEffect;
           this.quantity = quantity;
           this.reportDataGlitchMail = `mailto:hi@ghostfol.io?Subject=Ghostfolio Data Glitch Report&body=Hello%0D%0DI would like to report a data glitch for%0D%0DSymbol: ${SymbolProfile?.symbol}%0DData Source: ${SymbolProfile?.dataSource}%0D%0DAdditional notes:%0D%0DCan you please take a look?%0D%0DKind regards`;
           this.sectors = {};
@@ -267,7 +263,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
       });
   }
 
-  public onClose(): void {
+  public onClose() {
     this.dialogRef.close();
   }
 

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

@@ -44,7 +44,7 @@
           [isCurrency]="true"
           [locale]="data.locale"
           [unit]="data.baseCurrency"
-          [value]="netPerformance"
+          [value]="netPerformanceWithCurrencyEffect"
           >Change</gf-value
         >
       </div>
@@ -55,7 +55,7 @@
           [colorizeSign]="true"
           [isPercent]="true"
           [locale]="data.locale"
-          [value]="netPerformancePercent"
+          [value]="netPerformancePercentWithCurrencyEffect"
           >Performance</gf-value
         >
       </div>
@@ -87,7 +87,11 @@
           size="medium"
           [isCurrency]="true"
           [locale]="data.locale"
-          [ngClass]="{ 'text-danger': minPrice?.toFixed(2) === marketPrice?.toFixed(2) && maxPrice?.toFixed(2) !== minPrice?.toFixed(2) }"
+          [ngClass]="{
+            'text-danger':
+              minPrice?.toFixed(2) === marketPrice?.toFixed(2) &&
+              maxPrice?.toFixed(2) !== minPrice?.toFixed(2)
+          }"
           [unit]="SymbolProfile?.currency"
           [value]="minPrice"
           >Minimum Price</gf-value
@@ -99,7 +103,11 @@
           size="medium"
           [isCurrency]="true"
           [locale]="data.locale"
-          [ngClass]="{ 'text-success': maxPrice?.toFixed(2) === marketPrice?.toFixed(2) && maxPrice?.toFixed(2) !== minPrice?.toFixed(2) }"
+          [ngClass]="{
+            'text-success':
+              maxPrice?.toFixed(2) === marketPrice?.toFixed(2) &&
+              maxPrice?.toFixed(2) !== minPrice?.toFixed(2)
+          }"
           [unit]="SymbolProfile?.currency"
           [value]="maxPrice"
           >Maximum Price</gf-value
@@ -184,53 +192,61 @@
         >
       </div>
       <ng-container
-        *ngIf="SymbolProfile?.countries?.length > 0 || SymbolProfile?.sectors?.length > 0"
+        *ngIf="
+          SymbolProfile?.countries?.length > 0 ||
+          SymbolProfile?.sectors?.length > 0
+        "
       >
-        @if(SymbolProfile?.countries?.length === 1 &&
+        @if (
-        SymbolProfile?.sectors?.length === 1) {
+          SymbolProfile?.countries?.length === 1 &&
-        <div *ngIf="SymbolProfile?.sectors?.length === 1" class="col-6 mb-3">
+          SymbolProfile?.sectors?.length === 1
-          <gf-value
+        ) {
-            i18n
+          <div *ngIf="SymbolProfile?.sectors?.length === 1" class="col-6 mb-3">
-            size="medium"
+            <gf-value
-            [locale]="data.locale"
+              i18n
-            [value]="SymbolProfile.sectors[0].name"
+              size="medium"
-            >Sector</gf-value
+              [locale]="data.locale"
+              [value]="SymbolProfile.sectors[0].name"
+              >Sector</gf-value
+            >
+          </div>
+          <div
+            *ngIf="SymbolProfile?.countries?.length === 1"
+            class="col-6 mb-3"
           >
-        </div>
+            <gf-value
-        <div *ngIf="SymbolProfile?.countries?.length === 1" class="col-6 mb-3">
+              i18n
-          <gf-value
+              size="medium"
-            i18n
+              [locale]="data.locale"
-            size="medium"
+              [value]="SymbolProfile.countries[0].name"
-            [locale]="data.locale"
+              >Country</gf-value
-            [value]="SymbolProfile.countries[0].name"
+            >
-            >Country</gf-value
+          </div>
-          >
-        </div>
         } @else {
-        <div class="col-md-6 mb-3">
+          <div class="col-md-6 mb-3">
-          <div class="h5" i18n>Sectors</div>
+            <div class="h5" i18n>Sectors</div>
-          <gf-portfolio-proportion-chart
+            <gf-portfolio-proportion-chart
-            [baseCurrency]="data.baseCurrency"
+              [baseCurrency]="data.baseCurrency"
-            [colorScheme]="data.colorScheme"
+              [colorScheme]="data.colorScheme"
-            [isInPercent]="true"
+              [isInPercent]="true"
-            [keys]="['name']"
+              [keys]="['name']"
-            [locale]="data.locale"
+              [locale]="data.locale"
-            [maxItems]="10"
+              [maxItems]="10"
-            [positions]="sectors"
+              [positions]="sectors"
-          />
+            />
-        </div>
+          </div>
-        <div class="col-md-6 mb-3">
+          <div class="col-md-6 mb-3">
-          <div class="h5" i18n>Countries</div>
+            <div class="h5" i18n>Countries</div>
-          <gf-portfolio-proportion-chart
+            <gf-portfolio-proportion-chart
-            [baseCurrency]="data.baseCurrency"
+              [baseCurrency]="data.baseCurrency"
-            [colorScheme]="data.colorScheme"
+              [colorScheme]="data.colorScheme"
-            [isInPercent]="true"
+              [isInPercent]="true"
-            [keys]="['name']"
+              [keys]="['name']"
-            [locale]="data.locale"
+              [locale]="data.locale"
-            [maxItems]="10"
+              [maxItems]="10"
-            [positions]="countries"
+              [positions]="countries"
-          />
+            />
-        </div>
+          </div>
         }
       </ng-container>
       <div *ngIf="dataProviderInfo" class="col-md-12 mb-3 text-center">
@@ -257,7 +273,9 @@
           [dataSource]="dataSource"
           [deviceType]="data.deviceType"
           [hasPermissionToCreateActivity]="false"
-          [hasPermissionToExportActivities]="!data.hasImpersonationId && !user.settings.isRestrictedView"
+          [hasPermissionToExportActivities]="
+            !data.hasImpersonationId && !user.settings.isRestrictedView
+          "
           [hasPermissionToFilter]="false"
           [hasPermissionToOpenDetails]="false"
           [locale]="data.locale"
@@ -294,15 +312,17 @@
       <div class="col">
         <div class="h5" i18n>Tags</div>
         <mat-chip-listbox>
-          <mat-chip-option *ngFor="let tag of tags" disabled
+          <mat-chip-option *ngFor="let tag of tags" disabled>{{
-            >{{ tag.name }}</mat-chip-option
+            tag.name
-          >
+          }}</mat-chip-option>
         </mat-chip-listbox>
       </div>
     </div>
 
     <div
-      *ngIf="activities?.length > 0 && data.hasPermissionToReportDataGlitch === true"
+      *ngIf="
+        activities?.length > 0 && data.hasPermissionToReportDataGlitch === true
+      "
       class="row"
     >
       <div class="col">

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

@@ -17,7 +17,7 @@
           [isLoading]="isLoading"
           [marketState]="position?.marketState"
           [range]="range"
-          [value]="position?.netPerformancePercentage"
+          [value]="position?.netPerformancePercentageWithCurrencyEffect"
         />
       </div>
       <div *ngIf="isLoading" class="flex-grow-1">
@@ -49,13 +49,13 @@
             [isCurrency]="true"
             [locale]="locale"
             [unit]="baseCurrency"
-            [value]="position?.netPerformance"
+            [value]="position?.netPerformanceWithCurrencyEffect"
           />
           <gf-value
             [colorizeSign]="true"
             [isPercent]="true"
             [locale]="locale"
-            [value]="position?.netPerformancePercentage"
+            [value]="position?.netPerformancePercentageWithCurrencyEffect"
           />
         </div>
       </div>

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

@@ -1,4 +1,5 @@
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { getLocale } from '@ghostfolio/common/helper';
 import { Position } from '@ghostfolio/common/interfaces';
 
 import {
@@ -20,7 +21,7 @@ export class PositionComponent implements OnDestroy, OnInit {
   @Input() baseCurrency: string;
   @Input() deviceType: string;
   @Input() isLoading: boolean;
-  @Input() locale: string;
+  @Input() locale = getLocale();
   @Input() position: Position;
   @Input() range: string;
 

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

@@ -1,3 +1,4 @@
+import { getLocale } from '@ghostfolio/common/helper';
 import { Position } from '@ghostfolio/common/interfaces';
 
 import {
@@ -18,7 +19,7 @@ export class PositionsComponent implements OnChanges, OnInit {
   @Input() baseCurrency: string;
   @Input() deviceType: string;
   @Input() hasPermissionToCreateOrder: boolean;
-  @Input() locale: string;
+  @Input() locale = getLocale();
   @Input() positions: Position[];
   @Input() range: string;
 

apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.html

@@ -28,30 +28,32 @@
     </div>
 
     @if (accessForm.controls['type'].value === 'PRIVATE') {
-    <div>
+      <div>
-      <mat-form-field appearance="outline" class="w-100">
+        <mat-form-field appearance="outline" class="w-100">
-        <mat-label i18n>Permission</mat-label>
+          <mat-label i18n>Permission</mat-label>
-        <mat-select formControlName="permissions">
+          <mat-select formControlName="permissions">
-          <mat-option i18n value="READ_RESTRICTED">Restricted view</mat-option>
+            <mat-option i18n value="READ_RESTRICTED"
-          @if(data?.user?.settings?.isExperimentalFeatures) {
+              >Restricted view</mat-option
-          <mat-option i18n value="READ">View</mat-option>
+            >
-          }
+            @if (data?.user?.settings?.isExperimentalFeatures) {
-        </mat-select>
+              <mat-option i18n value="READ">View</mat-option>
-      </mat-form-field>
+            }
-    </div>
+          </mat-select>
-    <div>
+        </mat-form-field>
-      <mat-form-field appearance="outline" class="w-100">
+      </div>
-        <mat-label>
+      <div>
-          Ghostfolio <ng-container i18n>User ID</ng-container>
+        <mat-form-field appearance="outline" class="w-100">
-        </mat-label>
+          <mat-label>
-        <input
+            Ghostfolio <ng-container i18n>User ID</ng-container>
-          formControlName="userId"
+          </mat-label>
-          matInput
+          <input
-          type="text"
+            formControlName="userId"
-          (keydown.enter)="$event.stopPropagation()"
+            matInput
-        />
+            type="text"
-      </mat-form-field>
+            (keydown.enter)="$event.stopPropagation()"
-    </div>
+          />
+        </mat-form-field>
+      </div>
     }
   </div>
   <div class="justify-content-end" mat-dialog-actions>

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

@@ -100,7 +100,7 @@ export class UserAccountAccessComponent implements OnDestroy, OnInit {
     this.unsubscribeSubject.complete();
   }
 
-  private openCreateAccessDialog(): void {
+  private openCreateAccessDialog() {
     const dialogRef = this.dialog.open(CreateOrUpdateAccessDialog, {
       data: {
         access: {

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

@@ -3,7 +3,7 @@
     <div class="col">
       <div class="align-items-center d-flex flex-column">
         <gf-membership-card
-          [expiresAt]="user?.subscription?.expiresAt | date: defaultDateFormat"
+          [expiresAt]="user?.subscription?.expiresAt | date: defaultDateFormat"
           [name]="user?.subscription?.type"
         />
         <div
@@ -11,14 +11,19 @@
           class="d-flex flex-column mt-5"
         >
           <ng-container
-            *ngIf="hasPermissionForSubscription && hasPermissionToUpdateUserSettings"
+            *ngIf="
+              hasPermissionForSubscription && hasPermissionToUpdateUserSettings
+            "
           >
             <button color="primary" mat-flat-button (click)="onCheckout()">
               <ng-container *ngIf="user.subscription.offer === 'default'" i18n
                 >Upgrade Plan</ng-container
               >
               <ng-container
-                *ngIf="user.subscription.offer === 'renewal' || user.subscription.offer === 'renewal-early-bird'"
+                *ngIf="
+                  user.subscription.offer === 'renewal' ||
+                  user.subscription.offer === 'renewal-early-bird'
+                "
                 i18n
                 >Renew Plan</ng-container
               >
@@ -27,7 +32,8 @@
               <ng-container *ngIf="coupon"
                 ><del class="text-muted"
                   >{{ baseCurrency }}&nbsp;{{ price }}</del
-                >&nbsp;{{ baseCurrency }}&nbsp;{{ price - coupon
+                >&nbsp;{{ baseCurrency }}&nbsp;{{
+                  price - coupon
                 }}</ng-container
               >
               <ng-container *ngIf="!coupon"

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

@@ -32,7 +32,9 @@
                   name="baseCurrency"
                   [disabled]="!hasPermissionToUpdateUserSettings"
                   [value]="user.settings.baseCurrency"
-                  (selectionChange)="onChangeUserSetting('baseCurrency', $event.value)"
+                  (selectionChange)="
+                    onChangeUserSetting('baseCurrency', $event.value)
+                  "
                 >
                   <mat-option
                     *ngFor="let currency of currencies"
@@ -53,7 +55,9 @@
               >
                 If a translation is missing, kindly support us in extending it
                 <a
-                  href="https://github.com/ghostfolio/ghostfolio/blob/main/apps/client/src/locales/messages.{{language}}.xlf"
+                  href="https://github.com/ghostfolio/ghostfolio/blob/main/apps/client/src/locales/messages.{{
+                    language
+                  }}.xlf"
                   target="_blank"
                   >here</a
                 >.
@@ -65,7 +69,9 @@
                   name="language"
                   [disabled]="!hasPermissionToUpdateUserSettings"
                   [value]="language"
-                  (selectionChange)="onChangeUserSetting('language', $event.value)"
+                  (selectionChange)="
+                    onChangeUserSetting('language', $event.value)
+                  "
                 >
                   <mat-option [value]="null" />
                   <mat-option value="de">Deutsch</mat-option>
@@ -115,12 +121,14 @@
                   name="locale"
                   [disabled]="!hasPermissionToUpdateUserSettings"
                   [value]="user.settings.locale"
-                  (selectionChange)="onChangeUserSetting('locale', $event.value)"
+                  (selectionChange)="
+                    onChangeUserSetting('locale', $event.value)
+                  "
                 >
                   <mat-option [value]="null" />
-                  <mat-option *ngFor="let locale of locales" [value]="locale"
+                  <mat-option *ngFor="let locale of locales" [value]="locale">{{
-                    >{{ locale }}</mat-option
+                    locale
-                  >
+                  }}</mat-option>
                 </mat-select>
               </mat-form-field>
             </div>
@@ -137,7 +145,9 @@
                   [disabled]="!hasPermissionToUpdateUserSettings"
                   [placeholder]="appearancePlaceholder"
                   [value]="user?.settings?.colorScheme"
-                  (selectionChange)="onChangeUserSetting('colorScheme', $event.value)"
+                  (selectionChange)="
+                    onChangeUserSetting('colorScheme', $event.value)
+                  "
                 >
                   <mat-option i18n [value]="null">Auto</mat-option>
                   <mat-option i18n value="LIGHT">Light</mat-option>

apps/client/src/app/components/world-map-chart/world-map-chart.component.ts

@@ -1,4 +1,4 @@
-import { getNumberFormatGroup } from '@ghostfolio/common/helper';
+import { getLocale, getNumberFormatGroup } from '@ghostfolio/common/helper';
 
 import {
   ChangeDetectionStrategy,
@@ -21,7 +21,7 @@ export class WorldMapChartComponent implements OnChanges, OnDestroy, OnInit {
   @Input() countries: { [code: string]: { name?: string; value: number } };
   @Input() format: string;
   @Input() isInPercent = false;
-  @Input() locale: string;
+  @Input() locale = getLocale();
 
   public isLoading = true;
   public svgMapElement;

apps/client/src/app/core/http-response.interceptor.ts

@@ -99,6 +99,16 @@ export class HttpResponseInterceptor implements HttpInterceptor {
               window.location.reload();
             });
           }
+        } else if (error.status === StatusCodes.TOO_MANY_REQUESTS) {
+          if (!this.snackBarRef) {
+            this.snackBarRef = this.snackBar.open(
+              $localize`Oops! It looks like you’re making too many requests. Please slow down a bit.`
+            );
+
+            this.snackBarRef.afterDismissed().subscribe(() => {
+              this.snackBarRef = undefined;
+            });
+          }
         } else if (error.status === StatusCodes.UNAUTHORIZED) {
           if (this.webAuthnService.isEnabled()) {
             this.router.navigate(['/webauthn']);

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

@@ -21,7 +21,7 @@
     >
       <ion-icon
         [name]="tab.iconName"
-        [size]="deviceType === 'mobile' ? 'large': 'small'"
+        [size]="deviceType === 'mobile' ? 'large' : 'small'"
       />
       <div class="d-none d-sm-block ml-2">{{ tab.label }}</div>
     </a>

apps/client/src/app/pages/about/oss-friends/oss-friends-page.html

@@ -11,26 +11,28 @@
       </h1>
       <div class="row">
         @for (ossFriend of ossFriends; track ossFriend) {
-        <div class="col-xs-12 col-md-4 mb-3">
+          <div class="col-xs-12 col-md-4 mb-3">
-          <a target="_blank" [href]="ossFriend.href">
+            <a target="_blank" [href]="ossFriend.href">
-            <mat-card appearance="outlined" class="d-flex flex-column h-100">
+              <mat-card appearance="outlined" class="d-flex flex-column h-100">
-              <mat-card-header>
+                <mat-card-header>
-                <mat-card-title class="h4">{{ ossFriend.name }}</mat-card-title>
+                  <mat-card-title class="h4">{{
-              </mat-card-header>
+                    ossFriend.name
-              <mat-card-content class="flex-grow-1">
+                  }}</mat-card-title>
-                <p>{{ ossFriend.description }}</p>
+                </mat-card-header>
-              </mat-card-content>
+                <mat-card-content class="flex-grow-1">
-              <mat-card-actions class="justify-content-end">
+                  <p>{{ ossFriend.description }}</p>
-                <a mat-button target="_blank" [href]="ossFriend.href">
+                </mat-card-content>
-                  <span
+                <mat-card-actions class="justify-content-end">
-                    ><ng-container i18n>Visit</ng-container> {{ ossFriend.name
+                  <a mat-button target="_blank" [href]="ossFriend.href">
-                    }}</span
+                    <span
-                  ><ion-icon class="ml-1" name="arrow-forward-outline" />
+                      ><ng-container i18n>Visit</ng-container>
-                </a>
+                      {{ ossFriend.name }}</span
-              </mat-card-actions>
+                    ><ion-icon class="ml-1" name="arrow-forward-outline" />
-            </mat-card>
+                  </a>
-          </a>
+                </mat-card-actions>
-        </div>
+              </mat-card>
+            </a>
+          </div>
         }
       </div>
     </div>

apps/client/src/app/pages/about/overview/about-overview-page.html

@@ -147,15 +147,15 @@
       >
     </div>
     @if (hasPermissionForSubscription) {
-    <div class="col-md-6 col-xs-12 my-2">
+      <div class="col-md-6 col-xs-12 my-2">
-      <a
+        <a
-        class="py-4 w-100"
+          class="py-4 w-100"
-        color="primary"
+          color="primary"
-        mat-flat-button
+          mat-flat-button
-        [routerLink]="['/blog']"
+          [routerLink]="['/blog']"
-        >Blog</a
+          >Blog</a
-      >
+        >
-    </div>
+      </div>
     }
   </div>
 </div>

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

@@ -169,7 +169,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
     isExcluded,
     name,
     platformId
-  }: AccountModel): void {
+  }: AccountModel) {
     const dialogRef = this.dialog.open(CreateOrUpdateAccountDialog, {
       data: {
         account: {
@@ -237,7 +237,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
       });
   }
 
-  private openCreateAccountDialog(): void {
+  private openCreateAccountDialog() {
     const dialogRef = this.dialog.open(CreateOrUpdateAccountDialog, {
       data: {
         account: {
@@ -279,7 +279,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
       });
   }
 
-  private openTransferBalanceDialog(): void {
+  private openTransferBalanceDialog() {
     const dialogRef = this.dialog.open(TransferBalanceDialog, {
       data: {
         accounts: this.accounts

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

@@ -8,7 +8,11 @@
           [baseCurrency]="user?.settings?.baseCurrency"
           [deviceType]="deviceType"
           [locale]="user?.settings?.locale"
-          [showActions]="!hasImpersonationId && hasPermissionToUpdateAccount && !user.settings.isRestrictedView"
+          [showActions]="
+            !hasImpersonationId &&
+            hasPermissionToUpdateAccount &&
+            !user.settings.isRestrictedView
+          "
           [totalBalanceInBaseCurrency]="totalBalanceInBaseCurrency"
           [totalValueInBaseCurrency]="totalValueInBaseCurrency"
           [transactionCount]="transactionCount"
@@ -21,7 +25,11 @@
   </div>
 
   <div
-    *ngIf="!hasImpersonationId && hasPermissionToCreateAccount && !user.settings.isRestrictedView"
+    *ngIf="
+      !hasImpersonationId &&
+      hasPermissionToCreateAccount &&
+      !user.settings.isRestrictedView
+    "
     class="fab-container"
   >
     <a

apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.html

@@ -5,9 +5,9 @@
   (ngSubmit)="onSubmit()"
 >
   @if (data.account.id) {
-  <h1 i18n mat-dialog-title>Update account</h1>
+    <h1 i18n mat-dialog-title>Update account</h1>
   } @else {
-  <h1 i18n mat-dialog-title>Add account</h1>
+    <h1 i18n mat-dialog-title>Add account</h1>
   }
   <div class="flex-grow-1 py-3" mat-dialog-content>
     <div>
@@ -38,9 +38,9 @@
           type="number"
           (keydown.enter)="$event.stopPropagation()"
         />
-        <span class="ml-2" matTextSuffix
+        <span class="ml-2" matTextSuffix>{{
-          >{{ accountForm.controls['currency']?.value?.value }}</span
+          accountForm.controls['currency']?.value?.value
-        >
+        }}</span>
       </mat-form-field>
     </div>
     <div [ngClass]="{ 'd-none': platforms?.length < 1 }">
@@ -55,18 +55,20 @@
           (keydown.enter)="$event.stopPropagation()"
         />
         <mat-autocomplete #auto="matAutocomplete" [displayWith]="displayFn">
-          @for (platformEntry of filteredPlatforms | async; track platformEntry)
+          @for (
-          {
+            platformEntry of filteredPlatforms | async;
-          <mat-option [value]="platformEntry">
+            track platformEntry
-            <span class="d-flex">
+          ) {
-              <gf-symbol-icon
+            <mat-option [value]="platformEntry">
-                class="mr-1"
+              <span class="d-flex">
-                [tooltip]="platformEntry.name"
+                <gf-symbol-icon
-                [url]="platformEntry.url"
+                  class="mr-1"
-              />
+                  [tooltip]="platformEntry.name"
-              <span>{{ platformEntry.name }}</span>
+                  [url]="platformEntry.url"
-            </span>
+                />
-          </mat-option>
+                <span>{{ platformEntry.name }}</span>
+              </span>
+            </mat-option>
           }
         </mat-autocomplete>
       </mat-form-field>
@@ -89,12 +91,12 @@
       >
     </div>
     @if (data.account.id) {
-    <div>
+      <div>
-      <mat-form-field appearance="outline" class="w-100">
+        <mat-form-field appearance="outline" class="w-100">
-        <mat-label i18n>Account ID</mat-label>
+          <mat-label i18n>Account ID</mat-label>
-        <input formControlName="accountId" matInput />
+          <input formControlName="accountId" matInput />
-      </mat-form-field>
+        </mat-form-field>
-    </div>
+      </div>
     }
   </div>
   <div class="justify-content-end" mat-dialog-actions>

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

@@ -21,7 +21,7 @@
     >
       <ion-icon
         [name]="tab.iconName"
-        [size]="deviceType === 'mobile' ? 'large': 'small'"
+        [size]="deviceType === 'mobile' ? 'large' : 'small'"
       />
       <div class="d-none d-sm-block ml-2">{{ tab.label }}</div>
     </a>

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

@@ -9,30 +9,30 @@
         >
       </h1>
       @if (hasPermissionForSubscription) {
-      <mat-card appearance="outlined" class="mb-3">
+        <mat-card appearance="outlined" class="mb-3">
-        <mat-card-content>
+          <mat-card-content>
-          <div class="container p-0">
+            <div class="container p-0">
-            <div class="flex-nowrap no-gutters row">
+              <div class="flex-nowrap no-gutters row">
-              <a
+                <a
-                class="d-flex overflow-hidden w-100"
+                  class="d-flex overflow-hidden w-100"
-                href="../en/blog/2023/11/black-week-2023"
+                  href="../en/blog/2023/11/black-week-2023"
-              >
+                >
-                <div class="flex-grow-1 overflow-hidden">
+                  <div class="flex-grow-1 overflow-hidden">
-                  <div class="h6 m-0 text-truncate">Black Week 2023</div>
+                    <div class="h6 m-0 text-truncate">Black Week 2023</div>
-                  <div class="d-flex text-muted">2023-11-19</div>
+                    <div class="d-flex text-muted">2023-11-19</div>
-                </div>
+                  </div>
-                <div class="align-items-center d-flex">
+                  <div class="align-items-center d-flex">
-                  <ion-icon
+                    <ion-icon
-                    class="chevron text-muted"
+                      class="chevron text-muted"
-                    name="chevron-forward-outline"
+                      name="chevron-forward-outline"
-                    size="small"
+                      size="small"
-                  />
+                    />
-                </div>
+                  </div>
-              </a>
+                </a>
+              </div>
             </div>
-          </div>
+          </mat-card-content>
-        </mat-card-content>
+        </mat-card>
-      </mat-card>
       }
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-content>
@@ -294,30 +294,30 @@
         </mat-card-content>
       </mat-card>
       @if (hasPermissionForSubscription) {
-      <mat-card appearance="outlined" class="mb-3">
+        <mat-card appearance="outlined" class="mb-3">
-        <mat-card-content>
+          <mat-card-content>
-          <div class="container p-0">
+            <div class="container p-0">
-            <div class="flex-nowrap no-gutters row">
+              <div class="flex-nowrap no-gutters row">
-              <a
+                <a
-                class="d-flex overflow-hidden w-100"
+                  class="d-flex overflow-hidden w-100"
-                href="../en/blog/2022/11/black-friday-2022"
+                  href="../en/blog/2022/11/black-friday-2022"
-              >
+                >
-                <div class="flex-grow-1 overflow-hidden">
+                  <div class="flex-grow-1 overflow-hidden">
-                  <div class="h6 m-0 text-truncate">Black Friday 2022</div>
+                    <div class="h6 m-0 text-truncate">Black Friday 2022</div>
-                  <div class="d-flex text-muted">2022-11-13</div>
+                    <div class="d-flex text-muted">2022-11-13</div>
-                </div>
+                  </div>
-                <div class="align-items-center d-flex">
+                  <div class="align-items-center d-flex">
-                  <ion-icon
+                    <ion-icon
-                    class="chevron text-muted"
+                      class="chevron text-muted"
-                    name="chevron-forward-outline"
+                      name="chevron-forward-outline"
-                    size="small"
+                      size="small"
-                  />
+                    />
-                </div>
+                  </div>
-              </a>
+                </a>
+              </div>
             </div>
-          </div>
+          </mat-card-content>
-        </mat-card-content>
+        </mat-card>
-      </mat-card>
       }
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-content>

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

@@ -21,7 +21,7 @@
     >
       <ion-icon
         [name]="tab.iconName"
-        [size]="deviceType === 'mobile' ? 'large': 'small'"
+        [size]="deviceType === 'mobile' ? 'large' : 'small'"
       />
       <div class="d-none d-sm-block ml-2">{{ tab.label }}</div>
     </a>

apps/client/src/app/pages/faq/self-hosting/self-hosting-page.html

@@ -18,6 +18,76 @@
           <a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>.
         </mat-card-content>
       </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title>How do I add a new currency?</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <p>
+            Ghostfolio manages currencies automatically based on all the
+            recorded activities. If you need an additional currency, you can
+            manually enter it.
+          </p>
+          <ol>
+            <li>Go to the <i>Admin Control</i> panel</li>
+            <li>Click on the <i>Add Currency</i> button</li>
+            <li>Insert e.g. <code>EUR</code> in the prompt</li>
+          </ol>
+        </mat-card-content>
+      </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title
+            >How do I resolve
+            <i>No exchange rate has been found</i> errors?</mat-card-title
+          >
+        </mat-card-header>
+        <mat-card-content>
+          <p>
+            In Ghostfolio, you are responsible for providing the relevant
+            historical exchange rates. This can be done with a one-time import
+            of the data. If you see errors like
+            <i
+              >Historical exchange rate at 2024-01-01 is not available from
+              "EUR" to "USD"</i
+            >
+            do the following:
+          </p>
+          <ol>
+            <li>Go to the <i>Admin Control</i> panel</li>
+            <li>Go to the <i>Market Data</i> section</li>
+            <li>Select <i>Filter by Currencies</i></li>
+            <li>Find the entry <i>USDEUR</i></li>
+            <li>
+              Click the menu item <i>Gather Historical Data</i> in the dialog
+            </li>
+          </ol>
+        </mat-card-content>
+      </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title>How do I add a new platform?</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <ol>
+            <li>Go to the <i>Admin Control</i> panel</li>
+            <li>Go to the <i>Settings</i> section</li>
+            <li>Click on the <i>Add Platform</i> button</li>
+          </ol>
+        </mat-card-content>
+      </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title>How do I add a new tag?</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <ol>
+            <li>Go to the <i>Admin Control</i> panel</li>
+            <li>Go to the <i>Settings</i> section</li>
+            <li>Click on the <i>Add Tag</i> button</li>
+          </ol>
+        </mat-card-content>
+      </mat-card>
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-header>
           <mat-card-title>Which devices are supported?</mat-card-title>

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

@@ -140,7 +140,7 @@
                 <h4 class="align-items-center d-flex">
                   <span i18n>Portfolio Calculations</span>
                   @if (hasPermissionForSubscription) {
-                  <gf-premium-indicator class="ml-1" />
+                    <gf-premium-indicator class="ml-1" />
                   }
                 </h4>
                 <p class="m-0">
@@ -159,7 +159,7 @@
                 <h4 class="align-items-center d-flex">
                   <span i18n>Portfolio Allocations</span>
                   @if (hasPermissionForSubscription) {
-                  <gf-premium-indicator class="ml-1" />
+                    <gf-premium-indicator class="ml-1" />
                   }
                 </h4>
                 <p class="m-0">
@@ -197,24 +197,24 @@
           </mat-card>
         </div>
         @if (hasPermissionForSubscription) {
-        <div class="col-xs-12 col-md-4 mb-3">
+          <div class="col-xs-12 col-md-4 mb-3">
-          <mat-card appearance="outlined" class="d-flex flex-column h-100">
+            <mat-card appearance="outlined" class="d-flex flex-column h-100">
-            <mat-card-content>
+              <mat-card-content>
-              <div class="flex-grow-1">
+                <div class="flex-grow-1">
-                <h4 class="align-items-center d-flex">
+                  <h4 class="align-items-center d-flex">
-                  <span i18n>Market Mood</span>
+                    <span i18n>Market Mood</span>
-                  <gf-premium-indicator class="ml-1" />
+                    <gf-premium-indicator class="ml-1" />
-                </h4>
+                  </h4>
-                <p class="m-0">
+                  <p class="m-0">
-                  Check the current market mood (<a
+                    Check the current market mood (<a
-                    [routerLink]="routerLinkResources"
+                      [routerLink]="routerLinkResources"
-                    >Fear & Greed Index</a
+                      >Fear & Greed Index</a
-                  >) within the app.
+                    >) within the app.
-                </p>
+                  </p>
-              </div>
+                </div>
-            </mat-card-content>
+              </mat-card-content>
-          </mat-card>
+            </mat-card>
-        </div>
+          </div>
         }
         <div class="col-xs-12 col-md-4 mb-3">
           <mat-card appearance="outlined" class="d-flex flex-column h-100">
@@ -223,7 +223,7 @@
                 <h4 class="align-items-center d-flex">
                   <span i18n>Static Analysis</span>
                   @if (hasPermissionForSubscription) {
-                  <gf-premium-indicator class="ml-1" />
+                    <gf-premium-indicator class="ml-1" />
                   }
                 </h4>
                 <p class="m-0">
@@ -290,12 +290,16 @@
     </div>
   </div>
   @if (!user) {
-  <div class="row">
+    <div class="row">
-    <div class="col mt-3 text-center">
+      <div class="col mt-3 text-center">
-      <a color="primary" i18n mat-flat-button [routerLink]="routerLinkRegister"
+        <a
-        >Get Started</a
+          color="primary"
-      >
+          i18n
+          mat-flat-button
+          [routerLink]="routerLinkRegister"
+          >Get Started</a
+        >
+      </div>
     </div>
-  </div>
   }
 </div>

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

@@ -21,7 +21,7 @@
     >
       <ion-icon
         [name]="tab.iconName"
-        [size]="deviceType === 'mobile' ? 'large': 'small'"
+        [size]="deviceType === 'mobile' ? 'large' : 'small'"
       />
       <div class="d-none d-sm-block ml-2">{{ tab.label }}</div>
     </a>

apps/client/src/app/pages/i18n/i18n-page.html

@@ -10,6 +10,7 @@
         app, asset, cryptocurrency, dashboard, etf, finance, management,
         performance, portfolio, software, stock, trading, wealth, web3
       </li>
+      <li i18n="@@myAccount">My Account</li>
       <li i18n="@@slogan">Open Source Wealth Management Software</li>
     </ul>
   </div>

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

@@ -339,7 +339,8 @@
                   [href]="testimonial.url"
                   >{{ testimonial.author }}</a
                 >
-                <span *ngIf="!testimonial.url">{{ testimonial.author }}</span>,
+                <span *ngIf="!testimonial.url">{{ testimonial.author }}</span
+                >,
                 {{ testimonial.country }}
               </div>
             </div>

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

@@ -36,7 +36,6 @@ import { ImportActivitiesDialogParams } from './import-activities-dialog/interfa
 export class ActivitiesPageComponent implements OnDestroy, OnInit {
   public activities: Activity[];
   public dataSource: MatTableDataSource<Activity>;
-  public defaultAccountId: string;
   public deviceType: string;
   public hasImpersonationId: boolean;
   public hasPermissionToCreateActivity: boolean;
@@ -274,7 +273,7 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
     });
   }
 
-  public openUpdateActivityDialog(activity: Activity): void {
+  public openUpdateActivityDialog(activity: Activity) {
     const dialogRef = this.dialog.open(CreateOrUpdateActivityDialog, {
       data: {
         activity,
@@ -311,7 +310,7 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
     this.unsubscribeSubject.complete();
   }
 
-  private openCreateActivityDialog(aActivity?: Activity): void {
+  private openCreateActivityDialog(aActivity?: Activity) {
     this.userService
       .get()
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -323,7 +322,7 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
             accounts: this.user?.accounts,
             activity: {
               ...aActivity,
-              accountId: aActivity?.accountId ?? this.defaultAccountId,
+              accountId: aActivity?.accountId,
               date: new Date(),
               id: null,
               fee: 0,
@@ -399,10 +398,6 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
   private updateUser(aUser: User) {
     this.user = aUser;
 
-    this.defaultAccountId = this.user?.accounts.find((account) => {
-      return account.isDefault;
-    })?.id;
-
     this.hasPermissionToCreateActivity =
       !this.hasImpersonationId &&
       hasPermission(this.user.permissions, permissions.createOrder);

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

@@ -11,7 +11,11 @@
         [locale]="user?.settings?.locale"
         [pageIndex]="pageIndex"
         [pageSize]="pageSize"
-        [showActions]="!hasImpersonationId && hasPermissionToDeleteActivity && !user.settings.isRestrictedView"
+        [showActions]="
+          !hasImpersonationId &&
+          hasPermissionToDeleteActivity &&
+          !user.settings.isRestrictedView
+        "
         [sortColumn]="sortColumn"
         [sortDirection]="sortDirection"
         [totalItems]="totalItems"
@@ -29,18 +33,21 @@
     </div>
   </div>
 
-  @if (!hasImpersonationId && hasPermissionToCreateActivity &&
+  @if (
-  !user.settings.isRestrictedView) {
+    !hasImpersonationId &&
-  <div class="fab-container">
+    hasPermissionToCreateActivity &&
-    <a
+    !user.settings.isRestrictedView
-      class="align-items-center d-flex justify-content-center"
+  ) {
-      color="primary"
+    <div class="fab-container">
-      mat-fab
+      <a
-      [queryParams]="{ createDialog: true }"
+        class="align-items-center d-flex justify-content-center"
-      [routerLink]="[]"
+        color="primary"
-    >
+        mat-fab
-      <ion-icon name="add-outline" size="large" />
+        [queryParams]="{ createDialog: true }"
-    </a>
+        [routerLink]="[]"
-  </div>
+      >
+        <ion-icon name="add-outline" size="large" />
+      </a>
+    </div>
   }
 </div>

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts

@@ -20,6 +20,7 @@ import { DateAdapter, MAT_DATE_LOCALE } from '@angular/material/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { AssetClass, AssetSubClass, Tag, Type } from '@prisma/client';
 import { isUUID } from 'class-validator';
+import { isToday } from 'date-fns';
 import { EMPTY, Observable, Subject, lastValueFrom, of } from 'rxjs';
 import { catchError, delay, map, startWith, takeUntil } from 'rxjs/operators';
 
@@ -48,6 +49,7 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
   public defaultDateFormat: string;
   public filteredTagsObservable: Observable<Tag[]> = of([]);
   public isLoading = false;
+  public isToday = isToday;
   public platforms: { id: string; name: string }[];
   public separatorKeysCodes: number[] = [ENTER, COMMA];
   public tags: Tag[] = [];

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html

@@ -11,48 +11,61 @@
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Type</mat-label>
         <mat-select formControlName="type">
-          <mat-select-trigger
+          <mat-select-trigger>{{
-            >{{ typesTranslationMap[activityForm.controls['type'].value]
+            typesTranslationMap[activityForm.controls['type'].value]
-            }}</mat-select-trigger
+          }}</mat-select-trigger>
-          >
           <mat-option value="BUY">
-            <span><b>{{ typesTranslationMap['BUY'] }}</b></span>
+            <span
+              ><b>{{ typesTranslationMap['BUY'] }}</b></span
+            >
             <small class="d-block line-height-1 text-muted text-nowrap" i18n
               >Stocks, ETFs, bonds, cryptocurrencies, commodities</small
             >
           </mat-option>
           <mat-option value="FEE">
-            <span><b>{{ typesTranslationMap['FEE'] }}</b></span>
+            <span
+              ><b>{{ typesTranslationMap['FEE'] }}</b></span
+            >
             <small class="d-block line-height-1 text-muted text-nowrap" i18n
               >One-time fee, annual account fees</small
             >
           </mat-option>
           <mat-option value="DIVIDEND">
-            <span><b>{{ typesTranslationMap['DIVIDEND'] }}</b></span>
+            <span
+              ><b>{{ typesTranslationMap['DIVIDEND'] }}</b></span
+            >
             <small class="d-block line-height-1 text-muted text-nowrap" i18n
               >Distribution of corporate earnings</small
             >
           </mat-option>
           <mat-option value="INTEREST">
-            <span><b>{{ typesTranslationMap['INTEREST'] }}</b></span>
+            <span
+              ><b>{{ typesTranslationMap['INTEREST'] }}</b></span
+            >
             <small class="d-block line-height-1 text-muted text-nowrap" i18n
               >Revenue for lending out money</small
             >
           </mat-option>
           <mat-option value="LIABILITY">
-            <span><b>{{ typesTranslationMap['LIABILITY'] }}</b></span>
+            <span
+              ><b>{{ typesTranslationMap['LIABILITY'] }}</b></span
+            >
             <small class="d-block line-height-1 text-muted text-nowrap" i18n
               >Mortgages, personal loans, credit cards</small
             >
           </mat-option>
           <mat-option value="SELL">
-            <span><b>{{ typesTranslationMap['SELL'] }}</b></span>
+            <span
+              ><b>{{ typesTranslationMap['SELL'] }}</b></span
+            >
             <small class="d-block line-height-1 text-muted text-nowrap" i18n
               >Stocks, ETFs, bonds, cryptocurrencies, commodities</small
             >
           </mat-option>
           <mat-option value="ITEM">
-            <span><b>{{ typesTranslationMap['ITEM'] }}</b></span>
+            <span
+              ><b>{{ typesTranslationMap['ITEM'] }}</b></span
+            >
             <small class="d-block line-height-1 text-muted text-nowrap" i18n
               >Luxury items, real estate, private companies</small
             >
@@ -60,16 +73,20 @@
         </mat-select>
       </mat-form-field>
     </div>
-    <div [ngClass]="{'mb-3': data.activity.id}">
+    <div [ngClass]="{ 'mb-3': data.activity.id }">
       <mat-form-field
         appearance="outline"
         class="w-100"
-        [ngClass]="{'mb-1 without-hint': !data.activity.id}"
+        [ngClass]="{ 'mb-1 without-hint': !data.activity.id }"
       >
         <mat-label i18n>Account</mat-label>
         <mat-select formControlName="accountId">
           <mat-option
-            *ngIf="!activityForm.controls['accountId'].hasValidator(Validators.required)"
+            *ngIf="
+              !activityForm.controls['accountId'].hasValidator(
+                Validators.required
+              )
+            "
             [value]="null"
           />
           <mat-option
@@ -88,14 +105,18 @@
         </mat-select>
       </mat-form-field>
     </div>
-    <div class="mb-3" [ngClass]="{'d-none': data.activity.id}">
+    <div class="mb-3" [ngClass]="{ 'd-none': data.activity.id }">
       <mat-checkbox color="primary" formControlName="updateAccountBalance" i18n
         >Update Cash Balance</mat-checkbox
       >
     </div>
     <div
       class="mb-3"
-      [ngClass]="{ 'd-none': !activityForm.controls['searchSymbol'].hasValidator(Validators.required) }"
+      [ngClass]="{
+        'd-none': !activityForm.controls['searchSymbol'].hasValidator(
+          Validators.required
+        )
+      }"
     >
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Name, symbol or ISIN</mat-label>
@@ -107,7 +128,11 @@
     </div>
     <div
       class="mb-3"
-      [ngClass]="{ 'd-none': !activityForm.controls['name'].hasValidator(Validators.required) }"
+      [ngClass]="{
+        'd-none': !activityForm.controls['name'].hasValidator(
+          Validators.required
+        )
+      }"
     >
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Name</mat-label>
@@ -118,9 +143,9 @@
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Currency</mat-label>
         <mat-select formControlName="currency">
-          <mat-option *ngFor="let currency of currencies" [value]="currency"
+          <mat-option *ngFor="let currency of currencies" [value]="currency">{{
-            >{{ currency }}</mat-option
+            currency
-          >
+          }}</mat-option>
         </mat-select>
       </mat-form-field>
     </div>
@@ -146,7 +171,13 @@
     </div>
     <div
       class="mb-3"
-      [ngClass]="{ 'd-none': activityForm.controls['type']?.value === 'FEE' || activityForm.controls['type']?.value === 'INTEREST' || activityForm.controls['type']?.value === 'ITEM' || activityForm.controls['type']?.value === 'LIABILITY' }"
+      [ngClass]="{
+        'd-none':
+          activityForm.controls['type']?.value === 'FEE' ||
+          activityForm.controls['type']?.value === 'INTEREST' ||
+          activityForm.controls['type']?.value === 'ITEM' ||
+          activityForm.controls['type']?.value === 'LIABILITY'
+      }"
     >
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Quantity</mat-label>
@@ -155,7 +186,7 @@
     </div>
     <div
       class="mb-3"
-      [ngClass]="{ 'd-none': activityForm.controls['type']?.value === 'FEE' }"
+      [ngClass]="{ 'd-none': activityForm.controls['type']?.value === 'FEE' }"
     >
       <div class="align-items-start d-flex">
         <mat-form-field appearance="outline" class="w-100">
@@ -192,17 +223,26 @@
             </mat-select>
           </div>
           <mat-error
-            *ngIf="activityForm.controls['unitPriceInCustomCurrency'].hasError('invalid')"
+            *ngIf="
+              activityForm.controls['unitPriceInCustomCurrency'].hasError(
+                'invalid'
+              )
+            "
             ><ng-container i18n
               >Oops! Could not get the historical exchange rate
               from</ng-container
             >
-            {{ activityForm.controls['date']?.value | date: defaultDateFormat
+            {{
+              activityForm.controls['date']?.value | date: defaultDateFormat
             }}</mat-error
           >
         </mat-form-field>
         <button
-          *ngIf="currentMarketPrice && (data.activity.type === 'BUY' || data.activity.type === 'SELL')"
+          *ngIf="
+            currentMarketPrice &&
+            (data.activity.type === 'BUY' || data.activity.type === 'SELL') &&
+            isToday(activityForm.controls['date']?.value)
+          "
           class="ml-2 mt-1 no-min-width"
           mat-button
           title="Apply current market price"
@@ -228,14 +268,19 @@
           </ng-container>
         </mat-label>
         <input formControlName="unitPrice" matInput type="number" />
-        <span class="ml-2" matTextSuffix
+        <span class="ml-2" matTextSuffix>{{
-          >{{ activityForm.controls['currency'].value }}</span
+          activityForm.controls['currency'].value
-        >
+        }}</span>
       </mat-form-field>
     </div>
     <div
       class="mb-3"
-      [ngClass]="{ 'd-none': activityForm.controls['type']?.value === 'INTEREST' || activityForm.controls['type']?.value === 'ITEM' || activityForm.controls['type']?.value === 'LIABILITY' }"
+      [ngClass]="{
+        'd-none':
+          activityForm.controls['type']?.value === 'INTEREST' ||
+          activityForm.controls['type']?.value === 'ITEM' ||
+          activityForm.controls['type']?.value === 'LIABILITY'
+      }"
     >
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Fee</mat-label>
@@ -252,11 +297,14 @@
           </mat-select>
         </div>
         <mat-error
-          *ngIf="activityForm.controls['feeInCustomCurrency'].hasError('invalid')"
+          *ngIf="
+            activityForm.controls['feeInCustomCurrency'].hasError('invalid')
+          "
           ><ng-container i18n
             >Oops! Could not get the historical exchange rate from</ng-container
           >
-          {{ activityForm.controls['date']?.value | date: defaultDateFormat
+          {{
+            activityForm.controls['date']?.value | date: defaultDateFormat
           }}</mat-error
         >
       </mat-form-field>
@@ -265,9 +313,9 @@
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Fee</mat-label>
         <input formControlName="fee" matInput type="number" />
-        <span class="ml-2" matTextSuffix
+        <span class="ml-2" matTextSuffix>{{
-          >{{ activityForm.controls['currency'].value }}</span
+          activityForm.controls['currency'].value
-        >
+        }}</span>
       </mat-form-field>
     </div>
     <div class="mb-3">
@@ -340,7 +388,7 @@
           (optionSelected)="onAddTag($event)"
         >
           <mat-option
-            *ngFor="let tag of filteredTagsObservable | async"
+            *ngFor="let tag of filteredTagsObservable | async"
             [value]="tag.id"
           >
             {{ tag.name }}
@@ -354,7 +402,10 @@
       class="flex-grow-1"
       [isCurrency]="true"
       [locale]="data.user?.settings?.locale"
-      [unit]="activityForm.controls['currency']?.value ?? data.user?.settings?.baseCurrency"
+      [unit]="
+        activityForm.controls['currency']?.value ??
+        data.user?.settings?.baseCurrency
+      "
       [value]="total"
     />
     <div>