Merge branch 'ghostfolio:main' into main

CHANGELOG.md

@@ -10,10 +10,13 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Added
 
 - Added a close holding button to the holding detail dialog
+- Added the _Sponsors_ section to the about page
 - Extended the user detail dialog in the users section of the admin control panel
 
 ### Changed
 
+- Refactored the generation of the holdings table in the _Copy AI prompt to clipboard for analysis_ action on the analysis page (experimental)
+- Refactored the generation of the holdings table in the _Copy portfolio data to clipboard for AI prompt_ action on the analysis page (experimental)
 - Improved the language localization for German (`de`)
 
 ### Fixed

README.md

@@ -297,7 +297,18 @@ Ghostfolio is **100% free** and **open source**. We encourage and support an act
 
 Not sure what to work on? We have [some ideas](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22help+wanted%22%20no%3Aassignee), even for [newcomers](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22good+first+issue%22%20no%3Aassignee). Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or post to [@ghostfolio\_](https://x.com/ghostfolio_) on _X_. We would love to hear from you.
 
-If you like to support this project, get [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) or [**Buy me a coffee**](https://www.buymeacoffee.com/ghostfolio).
+If you like to support this project, become a [**Sponsor**](https://github.com/sponsors/ghostfolio), get [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) or [**Buy me a coffee**](https://www.buymeacoffee.com/ghostfolio).
+
+## Sponsors
+
+<div align="center">
+  <p>
+    Browser testing via<br />
+    <a href="https://www.lambdatest.com?utm_medium=sponsor&utm_source=ghostfolio" target="_blank" title="LambdaTest - AI Powered Testing Tool">
+      <img alt="LambdaTest Logo" height="45" width="250" src="https://www.lambdatest.com/blue-logo.png" />
+    </a>
+  </p>
+</div>
 
 ## Analytics
 

apps/api/src/app/endpoints/ai/ai.service.ts

@@ -14,6 +14,27 @@ import type { ColumnDescriptor } from 'tablemark';
 
 @Injectable()
 export class AiService {
+  private static readonly HOLDINGS_TABLE_COLUMN_DEFINITIONS: ({
+    key:
+      | 'ALLOCATION_PERCENTAGE'
+      | 'ASSET_CLASS'
+      | 'ASSET_SUB_CLASS'
+      | 'CURRENCY'
+      | 'NAME'
+      | 'SYMBOL';
+  } & ColumnDescriptor)[] = [
+    { key: 'NAME', name: 'Name' },
+    { key: 'SYMBOL', name: 'Symbol' },
+    { key: 'CURRENCY', name: 'Currency' },
+    { key: 'ASSET_CLASS', name: 'Asset Class' },
+    { key: 'ASSET_SUB_CLASS', name: 'Asset Sub Class' },
+    {
+      align: 'right',
+      key: 'ALLOCATION_PERCENTAGE',
+      name: 'Allocation in Percentage'
+    }
+  ];
+
   public constructor(
     private readonly portfolioService: PortfolioService,
     private readonly propertyService: PropertyService
@@ -59,14 +80,10 @@ export class AiService {
       userId
     });
 
-    const holdingsTableColumns: ColumnDescriptor[] = [
+    const holdingsTableColumns: ColumnDescriptor[] =
-      { name: 'Name' },
+      AiService.HOLDINGS_TABLE_COLUMN_DEFINITIONS.map(({ align, name }) => {
-      { name: 'Symbol' },
+        return { name, align: align ?? 'left' };
-      { name: 'Currency' },
+      });
-      { name: 'Asset Class' },
-      { name: 'Asset Sub Class' },
-      { align: 'right', name: 'Allocation in Percentage' }
-    ];
 
     const holdingsTableRows = Object.values(holdings)
       .sort((a, b) => {
@@ -78,17 +95,45 @@ export class AiService {
           assetClass,
           assetSubClass,
           currency,
-          name,
+          name: label,
           symbol
         }) => {
-          return {
+          return AiService.HOLDINGS_TABLE_COLUMN_DEFINITIONS.reduce(
-            Name: name,
+            (row, { key, name }) => {
-            Symbol: symbol,
+              switch (key) {
-            Currency: currency,
+                case 'ALLOCATION_PERCENTAGE':
-            'Asset Class': assetClass ?? '',
+                  row[name] = `${(allocationInPercentage * 100).toFixed(3)}%`;
-            'Asset Sub Class': assetSubClass ?? '',
+                  break;
-            'Allocation in Percentage': `${(allocationInPercentage * 100).toFixed(3)}%`
+
-          };
+                case 'ASSET_CLASS':
+                  row[name] = assetClass ?? '';
+                  break;
+
+                case 'ASSET_SUB_CLASS':
+                  row[name] = assetSubClass ?? '';
+                  break;
+
+                case 'CURRENCY':
+                  row[name] = currency;
+                  break;
+
+                case 'NAME':
+                  row[name] = label;
+                  break;
+
+                case 'SYMBOL':
+                  row[name] = symbol;
+                  break;
+
+                default:
+                  row[name] = '';
+                  break;
+              }
+
+              return row;
+            },
+            {} as Record<string, string>
+          );
         }
       );
 

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

@@ -175,7 +175,7 @@
     </div>
   </div>
 
-  <div class="row">
+  <div class="mb-5 row">
     <div
       class="col-md-6 col-xs-12 my-2"
       [ngClass]="{ 'offset-md-3': hasPermissionForSubscription === false }"
@@ -201,4 +201,26 @@
       </div>
     }
   </div>
+
+  <div class="row">
+    <div class="col-12">
+      <h2 class="h4 mb-3">Sponsors</h2>
+      <div class="text-center">
+        <small>Browser testing via</small>
+        <br />
+        <a
+          href="https://www.lambdatest.com?utm_medium=sponsor&utm_source=ghostfolio"
+          target="_blank"
+          title="LambdaTest - AI Powered Testing Tool"
+        >
+          <img
+            alt="LambdaTest Logo"
+            height="45"
+            src="https://www.lambdatest.com/blue-logo.png"
+            width="250"
+          />
+        </a>
+      </div>
+    </div>
+  </div>
 </div>

apps/client/src/app/pages/resources/glossary/resources-glossary.component.html

@@ -5,7 +5,7 @@
       <div>
         <div class="mb-4 media">
           <div class="media-body">
-            <h3 class="h5 mt-0">Buy and Hold</h3>
+            <h2 class="h5 mb-1 mt-0">Buy and Hold</h2>
             <div class="mb-1">
               Buy and hold is a passive investment strategy where you buy assets
               and hold them for a long period regardless of fluctuations in the
@@ -22,7 +22,7 @@
         </div>
         <div class="mb-4 media">
           <div class="media-body">
-            <h3 class="h5 mt-0">Deflation</h3>
+            <h2 class="h5 mb-1 mt-0">Deflation</h2>
             <div class="mb-1">
               Deflation is a decrease of the general price level for goods and
               services in an economy over a period of time.
@@ -38,7 +38,7 @@
         </div>
         <div class="mb-4 media">
           <div class="media-body">
-            <h3 class="h5 mt-0">Dollar-Cost Averaging (DCA)</h3>
+            <h2 class="h5 mb-1 mt-0">Dollar-Cost Averaging (DCA)</h2>
             <div class="mb-1">
               Dollar-cost averaging is an investment strategy where you split
               the total amount to be invested across periodic purchases of a
@@ -56,7 +56,7 @@
         </div>
         <div class="mb-4 media">
           <div class="media-body">
-            <h3 class="h5 mt-0">Financial Independence</h3>
+            <h2 class="h5 mb-1 mt-0">Financial Independence</h2>
             <div class="mb-1">
               Financial independence is the status of having enough income, for
               example with a passive income like dividends, to cover your living
@@ -73,7 +73,7 @@
         </div>
         <div class="mb-4 media">
           <div class="media-body">
-            <h3 class="h5 mt-0">FIRE</h3>
+            <h2 class="h5 mb-1 mt-0">FIRE</h2>
             <div class="mb-1">
               FIRE is a movement that promotes saving and investing to achieve
               financial independence and early retirement.
@@ -85,7 +85,7 @@
         </div>
         <div class="mb-4 media">
           <div class="media-body">
-            <h3 class="h5 mt-0">Inflation</h3>
+            <h2 class="h5 mb-1 mt-0">Inflation</h2>
             <div class="mb-1">
               Inflation is an increase of the general price level for goods and
               services in an economy over a period of time.
@@ -102,7 +102,7 @@
         @if (hasPermissionForSubscription) {
           <div class="mb-4 media">
             <div class="media-body">
-              <h3 class="h5 mt-0">Personal Finance Tools</h3>
+              <h2 class="h5 mb-1 mt-0">Personal Finance Tools</h2>
               <div class="mb-1">
                 Personal finance tools are software applications that help
                 manage your money, track expenses, set budgets, monitor
@@ -118,7 +118,7 @@
         }
         <div class="mb-4 media">
           <div class="media-body">
-            <h3 class="h5 mt-0">Stagflation</h3>
+            <h2 class="h5 mb-1 mt-0">Stagflation</h2>
             <div class="mb-1">
               Stagflation describes a situation in which there is a stagnant
               economy with high unemployment and high inflation.
@@ -134,7 +134,7 @@
         </div>
         <div class="mb-4 media">
           <div class="media-body">
-            <h3 class="h5 mt-0">Stealth Wealth</h3>
+            <h2 class="h5 mb-1 mt-0">Stealth Wealth</h2>
             <div class="mb-1">
               Stealth wealth is a lifestyle choice where you don’t openly show
               off your wealth, but instead live quietly to maintain privacy and

apps/client/src/app/pages/resources/guides/resources-guides.component.html

@@ -5,7 +5,7 @@
       <div class="mb-5">
         <div class="mb-4 media">
           <div class="media-body">
-            <h3 class="h5 mt-0">Boringly Getting Rich</h3>
+            <h2 class="h5 mb-1 mt-0">Boringly Getting Rich</h2>
             <div class="mb-1">
               The <i>Boringly Getting Rich</i> guide supports you to get started
               with investing. It introduces a strategy utilizing a broadly
@@ -21,7 +21,7 @@
         </div>
         <div class="mb-4 media">
           <div class="media-body">
-            <h3 class="h5 mt-0">How do I get my finances in order?</h3>
+            <h2 class="h5 mb-1 mt-0">How do I get my finances in order?</h2>
             <div class="mb-1">
               Before you can think of long-term investing, you have to get your
               finances in order. Learn how you can reach your financial goals

apps/client/src/app/pages/resources/markets/resources-markets.component.html

@@ -3,7 +3,7 @@
   <div class="mb-5">
     <div class="mb-4 media">
       <div class="media-body">
-        <h3 class="h5 mt-0">Crypto Coins Heatmap</h3>
+        <h2 class="h5 mb-1 mt-0">Crypto Coins Heatmap</h2>
         <div class="mb-1">
           With the <i>Crypto Coins Heatmap</i> you can track the daily market
           movements of cryptocurrencies as a visual snapshot.
@@ -17,7 +17,7 @@
     </div>
     <div class="mb-4 media">
       <div class="media-body">
-        <h3 class="h5 mt-0">Fear & Greed Index</h3>
+        <h2 class="h5 mb-1 mt-0">Fear & Greed Index</h2>
         <div class="mb-1">
           The fear and greed index was developed by <i>CNNMoney</i> to measure
           the primary emotions (fear and greed) that influence how much
@@ -32,7 +32,7 @@
     </div>
     <div class="media">
       <div class="mb-4 media">
-        <h3 class="h5 mt-0">Inflation Chart</h3>
+        <h2 class="h5 mb-1 mt-0">Inflation Chart</h2>
         <div class="mb-1">
           <i>Inflation Chart</i> helps you find the intrinsic value of stock
           markets, stock prices, goods and services by adjusting them to the
@@ -48,7 +48,7 @@
     </div>
     <div class="media">
       <div class="media-body">
-        <h3 class="h5 mt-0">Stock Heatmap</h3>
+        <h2 class="h5 mb-1 mt-0">Stock Heatmap</h2>
         <div class="mb-1">
           With the <i>Stock Heatmap</i> you can track the daily market movements
           of stocks as a visual snapshot.

apps/client/src/app/pages/resources/overview/resources-overview.component.html

@@ -5,7 +5,7 @@
       <div class="overview-list">
         @for (item of overviewItems; track item) {
           <div class="mb-4">
-            <h3 class="h5 mt-0">{{ item.title }}</h3>
+            <h2 class="h5 mb-1 mt-0">{{ item.title }}</h2>
             <p class="mb-1">{{ item.description }}</p>
             <a [routerLink]="item.routerLink">Explore {{ item.title }} →</a>
           </div>