Feature/extend date range support by specific years (#3190)

* Extend date range support by specific years

* Support date range in benchmark endpoint

* Support date range in activities endpoint

* Update changelog

CHANGELOG.md

@@ -7,6 +7,11 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Added the date range support in the activities table on the portfolio activities page (experimental)
+- Extended the date range support by specific years (`2023`, `2022`, `2021`, etc.) in the assistant (experimental)
+
 ### Changed
 
 - Improved the usability to delete an asset profile in the historical market data table and the asset profile details dialog of the admin control

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

@@ -1,5 +1,6 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
 import type {
@@ -8,7 +9,7 @@ import type {
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
 
 import {
   Body,
@@ -19,6 +20,7 @@ import {
   Inject,
   Param,
   Post,
+  Query,
   UseGuards,
   UseInterceptors
 } from '@nestjs/common';
@@ -106,13 +108,18 @@ export class BenchmarkController {
   public async getBenchmarkMarketDataBySymbol(
     @Param('dataSource') dataSource: DataSource,
     @Param('startDateString') startDateString: string,
-    @Param('symbol') symbol: string
+    @Param('symbol') symbol: string,
+    @Query('range') dateRange: DateRange = 'max'
   ): Promise<BenchmarkMarketDataDetails> {
-    const startDate = new Date(startDateString);
+    const { endDate, startDate } = getInterval(
+      dateRange,
+      new Date(startDateString)
+    );
     const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
     return this.benchmarkService.getMarketDataBySymbol({
       dataSource,
+      endDate,
       startDate,
       symbol,
       userCurrency

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

@@ -1,5 +1,6 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
@@ -8,7 +9,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/da
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
 
 import {
   Body,
@@ -84,6 +85,7 @@ export class OrderController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('range') dateRange: DateRange = 'max',
     @Query('skip') skip?: number,
     @Query('sortColumn') sortColumn?: string,
     @Query('sortDirection') sortDirection?: Prisma.SortOrder,
@@ -96,14 +98,18 @@ export class OrderController {
       filterByTags
     });
 
+    const { endDate, startDate } = getInterval(dateRange);
+
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(impersonationId);
     const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
     const { activities, count } = await this.orderService.getOrders({
+      endDate,
       filters,
       sortColumn,
       sortDirection,
+      startDate,
       userCurrency,
       includeDrafts: true,
       skip: isNaN(skip) ? undefined : skip,

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

@@ -198,22 +198,26 @@ export class OrderService {
   }
 
   public async getOrders({
+    endDate,
     filters,
     includeDrafts = false,
     skip,
     sortColumn,
     sortDirection,
+    startDate,
     take = Number.MAX_SAFE_INTEGER,
     types,
     userCurrency,
     userId,
     withExcludedAccounts = false
   }: {
+    endDate?: Date;
     filters?: Filter[];
     includeDrafts?: boolean;
     skip?: number;
     sortColumn?: string;
     sortDirection?: Prisma.SortOrder;
+    startDate?: Date;
     take?: number;
     types?: ActivityType[];
     userCurrency: string;
@@ -225,6 +229,18 @@ export class OrderService {
     ];
     const where: Prisma.OrderWhereInput = { userId };
 
+    if (endDate || startDate) {
+      where.AND = [];
+
+      if (endDate) {
+        where.AND.push({ date: { lte: endDate } });
+      }
+
+      if (startDate) {
+        where.AND.push({ date: { gt: startDate } });
+      }
+    }
+
     const {
       ACCOUNT: filtersByAccount,
       ASSET_CLASS: filtersByAssetClass,

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

@@ -6,6 +6,7 @@ import {
   hasNotDefinedValuesInObject,
   nullifyValuesInObject
 } from '@ghostfolio/api/helper/object.helper';
+import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
@@ -236,8 +237,12 @@ export class PortfolioController {
       await this.impersonationService.validateImpersonationId(impersonationId);
     const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
+    const { endDate, startDate } = getInterval(dateRange);
+
     const { activities } = await this.orderService.getOrders({
+      endDate,
       filters,
+      startDate,
       userCurrency,
       userId: impersonationUserId || this.request.user.id,
       types: ['DIVIDEND']
@@ -245,7 +250,6 @@ export class PortfolioController {
 
     let dividends = await this.portfolioService.getDividends({
       activities,
-      dateRange,
       groupBy
     });
 

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

@@ -5,7 +5,10 @@ import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interf
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
-import { getFactor } from '@ghostfolio/api/helper/portfolio.helper';
+import {
+  getFactor,
+  getInterval
+} from '@ghostfolio/api/helper/portfolio.helper';
 import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
 import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
 import { CurrencyClusterRiskBaseCurrencyCurrentInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/base-currency-current-investment';
@@ -73,16 +76,8 @@ import {
   isBefore,
   isSameMonth,
   isSameYear,
-  isValid,
-  max,
-  min,
   parseISO,
-  set,
-  startOfWeek,
-  startOfMonth,
-  startOfYear,
-  subDays,
-  subYears
+  set
 } from 'date-fns';
 import { isEmpty, last, uniq, uniqBy } from 'lodash';
 
@@ -221,11 +216,9 @@ export class PortfolioService {
 
   public async getDividends({
     activities,
-    dateRange = 'max',
     groupBy
   }: {
     activities: Activity[];
-    dateRange?: DateRange;
     groupBy?: GroupBy;
   }): Promise<InvestmentItem[]> {
     let dividends = activities.map(({ date, valueInBaseCurrency }) => {
@@ -239,14 +232,7 @@ export class PortfolioService {
       dividends = this.getDividendsByGroup({ dividends, groupBy });
     }
 
-    const startDate = this.getStartDate(
-      dateRange,
-      parseDate(dividends[0]?.date)
-    );
-
-    return dividends.filter(({ date }) => {
-      return !isBefore(parseDate(date), startDate);
-    });
+    return dividends;
   }
 
   public async getInvestments({
@@ -375,7 +361,7 @@ export class PortfolioService {
       exchangeRateDataService: this.exchangeRateDataService
     });
 
-    const startDate = this.getStartDate(
+    const { startDate } = getInterval(
       dateRange,
       portfolioCalculator.getStartDate()
     );
@@ -960,7 +946,10 @@ export class PortfolioService {
     const userId = await this.getUserId(impersonationId, this.request.user.id);
     const user = await this.userService.user({ id: userId });
 
+    const { endDate, startDate } = getInterval(dateRange);
+
     const { activities } = await this.orderService.getOrders({
+      endDate,
       filters,
       userId,
       types: ['BUY', 'SELL'],
@@ -981,12 +970,10 @@ export class PortfolioService {
       exchangeRateDataService: this.exchangeRateDataService
     });
 
-    const startDate = this.getStartDate(
-      dateRange,
-      portfolioCalculator.getStartDate()
+    const currentPositions = await portfolioCalculator.getCurrentPositions(
+      startDate,
+      endDate
     );
-    const currentPositions =
-      await portfolioCalculator.getCurrentPositions(startDate);
 
     let positions = currentPositions.positions.filter(({ quantity }) => {
       return !quantity.eq(0);
@@ -1133,7 +1120,10 @@ export class PortfolioService {
       )
     );
 
+    const { endDate, startDate } = getInterval(dateRange);
+
     const { activities } = await this.orderService.getOrders({
+      endDate,
       filters,
       userCurrency,
       userId,
@@ -1169,16 +1159,6 @@ export class PortfolioService {
       exchangeRateDataService: this.exchangeRateDataService
     });
 
-    const portfolioStart = min(
-      [
-        parseDate(accountBalanceItems[0]?.date),
-        portfolioCalculator.getStartDate()
-      ].filter((date) => {
-        return isValid(date);
-      })
-    );
-
-    const startDate = this.getStartDate(dateRange, portfolioStart);
     const {
       currentValueInBaseCurrency,
       errors,
@@ -1192,7 +1172,7 @@ export class PortfolioService {
       netPerformancePercentageWithCurrencyEffect,
       netPerformanceWithCurrencyEffect,
       totalInvestment
-    } = await portfolioCalculator.getCurrentPositions(startDate);
+    } = await portfolioCalculator.getCurrentPositions(startDate, endDate);
 
     let currentNetPerformance = netPerformance;
 
@@ -1448,11 +1428,11 @@ export class PortfolioService {
 
     userId = await this.getUserId(impersonationId, userId);
 
-    const startDate = this.getStartDate(
+    const { endDate, startDate } = getInterval(
       dateRange,
       portfolioCalculator.getStartDate()
     );
-    const endDate = new Date();
+
     const daysInMarket = differenceInDays(endDate, startDate) + 1;
     const step = withDataDecimation
       ? Math.round(daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS))
@@ -1617,52 +1597,6 @@ export class PortfolioService {
     };
   }
 
-  private getStartDate(aDateRange: DateRange, portfolioStart: Date) {
-    switch (aDateRange) {
-      case '1d':
-        portfolioStart = max([
-          portfolioStart,
-          subDays(new Date().setHours(0, 0, 0, 0), 1)
-        ]);
-        break;
-      case 'mtd':
-        portfolioStart = max([
-          portfolioStart,
-          subDays(startOfMonth(new Date().setHours(0, 0, 0, 0)), 1)
-        ]);
-        break;
-      case 'wtd':
-        portfolioStart = max([
-          portfolioStart,
-          subDays(
-            startOfWeek(new Date().setHours(0, 0, 0, 0), { weekStartsOn: 1 }),
-            1
-          )
-        ]);
-        break;
-      case 'ytd':
-        portfolioStart = max([
-          portfolioStart,
-          subDays(startOfYear(new Date().setHours(0, 0, 0, 0)), 1)
-        ]);
-        break;
-      case '1y':
-        portfolioStart = max([
-          portfolioStart,
-          subYears(new Date().setHours(0, 0, 0, 0), 1)
-        ]);
-        break;
-      case '5y':
-        portfolioStart = max([
-          portfolioStart,
-          subYears(new Date().setHours(0, 0, 0, 0), 5)
-        ]);
-        break;
-    }
-
-    return portfolioStart;
-  }
-
   private getStreaks({
     investments,
     savingsRate

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

@@ -14,6 +14,7 @@ import {
   IsOptional,
   IsString
 } from 'class-validator';
+import { eachYearOfInterval, format } from 'date-fns';
 
 export class UpdateUserSettingDto {
   @IsNumber()
@@ -32,7 +33,20 @@ export class UpdateUserSettingDto {
   @IsOptional()
   colorScheme?: ColorScheme;
 
-  @IsIn(<DateRange[]>['1d', '1y', '5y', 'max', 'mtd', 'wtd', 'ytd'])
+  @IsIn(<DateRange[]>[
+    '1d',
+    '1y',
+    '5y',
+    'max',
+    'mtd',
+    'wtd',
+    'ytd',
+    ...eachYearOfInterval({ end: new Date(), start: new Date(0) }).map(
+      (date) => {
+        return format(date, 'yyyy');
+      }
+    )
+  ])
   @IsOptional()
   dateRange?: DateRange;
 

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

@@ -51,13 +51,22 @@ export class UserService {
     { Account, id, permissions, Settings, subscription }: UserWithSettings,
     aLocale = locale
   ): Promise<IUser> {
-    const access = await this.prismaService.access.findMany({
-      include: {
-        User: true
-      },
-      orderBy: { alias: 'asc' },
-      where: { GranteeUser: { id } }
-    });
+    let [access, firstActivity, tags] = await Promise.all([
+      this.prismaService.access.findMany({
+        include: {
+          User: true
+        },
+        orderBy: { alias: 'asc' },
+        where: { GranteeUser: { id } }
+      }),
+      this.prismaService.order.findFirst({
+        orderBy: {
+          date: 'asc'
+        },
+        where: { userId: id }
+      }),
+      this.tagService.getByUser(id)
+    ]);
 
     let systemMessage: SystemMessage;
 
@@ -69,8 +78,6 @@ export class UserService {
       systemMessage = systemMessageProperty;
     }
 
-    let tags = await this.tagService.getByUser(id);
-
     if (
       this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
       subscription.type === 'Basic'
@@ -91,6 +98,7 @@ export class UserService {
         };
       }),
       accounts: Account,
+      dateOfFirstActivity: firstActivity?.date ?? new Date(),
       settings: {
         ...(<UserSettings>Settings.settings),
         locale: (<UserSettings>Settings.settings)?.locale ?? aLocale

apps/api/src/helper/portfolio.helper.ts

@@ -1,4 +1,17 @@
+import { resetHours } from '@ghostfolio/common/helper';
+import { DateRange } from '@ghostfolio/common/types';
+
 import { Type as ActivityType } from '@prisma/client';
+import {
+  endOfDay,
+  max,
+  subDays,
+  startOfMonth,
+  startOfWeek,
+  startOfYear,
+  subYears,
+  endOfYear
+} from 'date-fns';
 
 export function getFactor(activityType: ActivityType) {
   let factor: number;
@@ -19,3 +32,49 @@ export function getFactor(activityType: ActivityType) {
 
   return factor;
 }
+
+export function getInterval(
+  aDateRange: DateRange,
+  portfolioStart = new Date(0)
+) {
+  let endDate = endOfDay(new Date());
+  let startDate = portfolioStart;
+
+  switch (aDateRange) {
+    case '1d':
+      startDate = max([startDate, subDays(resetHours(new Date()), 1)]);
+      break;
+    case 'mtd':
+      startDate = max([
+        startDate,
+        subDays(startOfMonth(resetHours(new Date())), 1)
+      ]);
+      break;
+    case 'wtd':
+      startDate = max([
+        startDate,
+        subDays(startOfWeek(resetHours(new Date()), { weekStartsOn: 1 }), 1)
+      ]);
+      break;
+    case 'ytd':
+      startDate = max([
+        startDate,
+        subDays(startOfYear(resetHours(new Date())), 1)
+      ]);
+      break;
+    case '1y':
+      startDate = max([startDate, subYears(resetHours(new Date()), 1)]);
+      break;
+    case '5y':
+      startDate = max([startDate, subYears(resetHours(new Date()), 5)]);
+      break;
+    case 'max':
+      break;
+    default:
+      // '2024', '2023', '2022', etc.
+      endDate = endOfYear(new Date(aDateRange));
+      startDate = max([startDate, new Date(aDateRange)]);
+  }
+
+  return { endDate, startDate };
+}

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

@@ -6,7 +6,6 @@ import {
 } from '@ghostfolio/common/chart-helper';
 import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config';
 import {
-  DATE_FORMAT,
   getBackgroundColor,
   getDateFormatString,
   getLocale,
@@ -39,16 +38,8 @@ import {
 } from 'chart.js';
 import 'chartjs-adapter-date-fns';
 import annotationPlugin from 'chartjs-plugin-annotation';
-import {
-  addDays,
-  format,
-  isAfter,
-  isValid,
-  min,
-  parseISO,
-  subDays
-} from 'date-fns';
-import { first, last } from 'lodash';
+import { isAfter, isValid, min, subDays } from 'date-fns';
+import { first } from 'lodash';
 
 @Component({
   selector: 'gf-investment-chart',
@@ -112,46 +103,6 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
       Object.assign({}, item)
     );
 
-    if (!this.groupBy && this.investments?.length > 0) {
-      let date: string;
-
-      if (this.range === 'max') {
-        // Extend chart by 5% of days in market (before)
-        date = format(
-          subDays(
-            parseISO(this.investments[0].date),
-            this.daysInMarket * 0.05 || 90
-          ),
-          DATE_FORMAT
-        );
-        this.investments.unshift({
-          date,
-          investment: 0
-        });
-        this.values.unshift({
-          date,
-          value: 0
-        });
-      }
-
-      // Extend chart by 5% of days in market (after)
-      date = format(
-        addDays(
-          parseDate(last(this.investments).date),
-          this.daysInMarket * 0.05 || 90
-        ),
-        DATE_FORMAT
-      );
-      this.investments.push({
-        date,
-        investment: last(this.investments).investment
-      });
-      this.values.push({
-        date,
-        value: last(this.values).value
-      });
-    }
-
     const chartData: ChartData<'bar' | 'line'> = {
       labels: this.historicalDataItems.map(({ date }) => {
         return parseDate(date);
@@ -303,7 +254,6 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
                   display: false
                 },
                 min: scaleXMin,
-                suggestedMax: new Date().toISOString(),
                 type: 'time',
                 time: {
                   tooltipFormat: getDateFormatString(this.locale),

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

@@ -124,6 +124,9 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
     this.dataService
       .fetchActivities({
         filters: this.userService.getFilters(),
+        range: this.user?.settings?.isExperimentalFeatures
+          ? this.user?.settings?.dateRange
+          : undefined,
         skip: this.pageIndex * this.pageSize,
         sortColumn: this.sortColumn,
         sortDirection: this.sortDirection,

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

@@ -352,6 +352,7 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
           .fetchBenchmarkBySymbol({
             dataSource,
             symbol,
+            range: this.user?.settings?.dateRange,
             startDate: this.firstOrderDate
           })
           .pipe(takeUntil(this.unsubscribeSubject))

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

@@ -159,12 +159,14 @@ export class DataService {
 
   public fetchActivities({
     filters,
+    range,
     skip,
     sortColumn,
     sortDirection,
     take
   }: {
     filters?: Filter[];
+    range?: DateRange;
     skip?: number;
     sortColumn?: string;
     sortDirection?: SortDirection;
@@ -172,6 +174,10 @@ export class DataService {
   }): Observable<Activities> {
     let params = this.buildFiltersAsQueryParams({ filters });
 
+    if (range) {
+      params = params.append('range', range);
+    }
+
     if (skip) {
       params = params.append('skip', skip);
     }
@@ -269,16 +275,25 @@ export class DataService {
 
   public fetchBenchmarkBySymbol({
     dataSource,
+    range,
     startDate,
     symbol
   }: {
+    range: DateRange;
     startDate: Date;
   } & UniqueAsset): Observable<BenchmarkMarketDataDetails> {
+    let params = new HttpParams();
+
+    if (range) {
+      params = params.append('range', range);
+    }
+
     return this.http.get<BenchmarkMarketDataDetails>(
       `/api/v1/benchmark/${dataSource}/${symbol}/${format(
         startDate,
         DATE_FORMAT
-      )}`
+      )}`,
+      { params }
     );
   }
 

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

@@ -82,6 +82,10 @@ export class UserService extends ObservableStore<UserStoreState> {
   private fetchUser(): Observable<User> {
     return this.http.get<any>('/api/v1/user').pipe(
       map((user) => {
+        if (user.dateOfFirstActivity) {
+          user.dateOfFirstActivity = parseISO(user.dateOfFirstActivity);
+        }
+
         if (user.settings?.retirementDate) {
           user.settings.retirementDate = parseISO(user.settings.retirementDate);
         }

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

@@ -13,6 +13,7 @@ export interface User {
     id: string;
   }[];
   accounts: Account[];
+  dateOfFirstActivity: Date;
   id: string;
   permissions: string[];
   settings: UserSettings;

libs/common/src/lib/types/date-range.type.ts

@@ -1 +1,9 @@
-export type DateRange = '1d' | '1y' | '5y' | 'max' | 'mtd' | 'wtd' | 'ytd';
+export type DateRange =
+  | '1d'
+  | '1y'
+  | '5y'
+  | 'max'
+  | 'mtd'
+  | 'wtd'
+  | 'ytd'
+  | string; // '2024', '2023', '2022', etc.

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

@@ -24,6 +24,7 @@ import {
 import { FormBuilder, FormControl } from '@angular/forms';
 import { MatMenuTrigger } from '@angular/material/menu';
 import { Account, AssetClass } from '@prisma/client';
+import { eachYearOfInterval, format } from 'date-fns';
 import { EMPTY, Observable, Subject, lastValueFrom } from 'rxjs';
 import {
   catchError,
@@ -35,7 +36,11 @@ import {
 } from 'rxjs/operators';
 
 import { AssistantListItemComponent } from './assistant-list-item/assistant-list-item.component';
-import { ISearchResultItem, ISearchResults } from './interfaces/interfaces';
+import {
+  IDateRangeOption,
+  ISearchResultItem,
+  ISearchResults
+} from './interfaces/interfaces';
 
 @Component({
   changeDetection: ChangeDetectionStrategy.OnPush,
@@ -95,27 +100,7 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
   public accounts: Account[] = [];
   public assetClasses: Filter[] = [];
   public dateRangeFormControl = new FormControl<string>(undefined);
-  public readonly dateRangeOptions = [
-    { label: $localize`Today`, value: '1d' },
-    {
-      label: $localize`Week to date` + ' (' + $localize`WTD` + ')',
-      value: 'wtd'
-    },
-    {
-      label: $localize`Month to date` + ' (' + $localize`MTD` + ')',
-      value: 'mtd'
-    },
-    {
-      label: $localize`Year to date` + ' (' + $localize`YTD` + ')',
-      value: 'ytd'
-    },
-    { label: '1 ' + $localize`year` + ' (' + $localize`1Y` + ')', value: '1y' },
-    {
-      label: '5 ' + $localize`years` + ' (' + $localize`5Y` + ')',
-      value: '5y'
-    },
-    { label: $localize`Max`, value: 'max' }
-  ];
+  public dateRangeOptions: IDateRangeOption[] = [];
   public filterForm = this.formBuilder.group({
     account: new FormControl<string>(undefined),
     assetClass: new FormControl<string>(undefined),
@@ -199,6 +184,44 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
   }
 
   public ngOnChanges() {
+    this.dateRangeOptions = [
+      { label: $localize`Today`, value: '1d' },
+      {
+        label: $localize`Week to date` + ' (' + $localize`WTD` + ')',
+        value: 'wtd'
+      },
+      {
+        label: $localize`Month to date` + ' (' + $localize`MTD` + ')',
+        value: 'mtd'
+      },
+      {
+        label: $localize`Year to date` + ' (' + $localize`YTD` + ')',
+        value: 'ytd'
+      },
+      {
+        label: '1 ' + $localize`year` + ' (' + $localize`1Y` + ')',
+        value: '1y'
+      },
+      {
+        label: '5 ' + $localize`years` + ' (' + $localize`5Y` + ')',
+        value: '5y'
+      },
+      { label: $localize`Max`, value: 'max' }
+    ];
+
+    if (this.user?.settings?.isExperimentalFeatures) {
+      this.dateRangeOptions = this.dateRangeOptions.concat(
+        eachYearOfInterval({
+          end: new Date(),
+          start: this.user?.dateOfFirstActivity ?? new Date()
+        })
+          .map((date) => {
+            return { label: format(date, 'yyyy'), value: format(date, 'yyyy') };
+          })
+          .slice(0, -1)
+      );
+    }
+
     this.dateRangeFormControl.setValue(this.user?.settings?.dateRange ?? null);
 
     this.filterForm.setValue(

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

@@ -1,4 +1,10 @@
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { DateRange } from '@ghostfolio/common/types';
+
+export interface IDateRangeOption {
+  label: string;
+  value: DateRange;
+}
 
 export interface ISearchResultItem extends UniqueAsset {
   assetSubClassString: string;