Merge branch 'main' into feature/migrate-from-angular-material-design-2-to-3

CHANGELOG.md

@@ -11,6 +11,100 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Migrated from _Material Design_ 2 to _Material Design_ 3
 
+## 2.195.0 - 2025-08-29
+
+### Changed
+
+- Reused the request timeout in various functions of the data providers
+- Refactored the _ZEN_ page to standalone
+- Upgraded `chart.js` from version `4.4.9` to `4.5.0`
+
+### Fixed
+
+- Handled an exception in the get quotes functionality of the _Financial Modeling Prep_ service
+
+## 2.194.0 - 2025-08-27
+
+### Added
+
+- Extended the watchlist endpoint by 50-Day and 200-Day trends (experimental)
+
+### Changed
+
+- Moved the support to customize rules in the _X-ray_ section from experimental to general availability
+- Improved the create or update activity dialog’s asset sub class selector for valuables to update the options dynamically based on the selected asset class
+- Improved the error handling in data providers
+- Randomized the minutes of the hourly data gathering cron job
+- Refactored the dialog footer component to standalone
+- Refactored the dialog header component to standalone
+- Refactored the landing page to standalone
+- Refactored the pricing page to standalone
+- Refactored the register page to standalone
+- Migrated the login with access token dialog from `ngModel` to form control
+- Upgraded `@ionic/angular` from version `8.6.3` to `8.7.3`
+- Upgraded `ionicons` from version `8.0.10` to `8.0.13`
+- Upgraded `prisma` from version `6.12.0` to `6.14.0`
+
+## 2.193.0 - 2025-08-22
+
+### Added
+
+- Added a filter by data source for the asset profiles in the admin control panel
+- Extended the data providers management of the admin control panel by every data provider in use
+
+### Changed
+
+- Improved the error handling in data providers
+- Upgraded `yahoo-finance2` from version `3.4.1` to `3.6.4`
+
+## 2.192.0 - 2025-08-21
+
+### Added
+
+- Included accounts in the search results of the assistant
+- Included the data source in the asset profile search results of the assistant
+- Added the quantity column to the holdings table of the account detail dialog
+
+### Changed
+
+- Migrated the prompt dialog component from `ngModel` to form control
+- Refreshed the cryptocurrencies list
+- Improved the language localization for German (`de`)
+
+## 2.191.1 - 2025-08-14
+
+### Added
+
+- Added a new static portfolio analysis rule: _Liquidity_ (Buying Power)
+- Added the interest and dividend values to the account detail dialog
+
+### Changed
+
+- Moved the chart of the account detail dialog from experimental to general availability
+- Improved the dynamic numerical precision for various values in the account detail dialog
+- Improved the usability of the _Cancel_ / _Close_ and _Save_ buttons in various dialogs
+- Extended the accounts endpoint by allocations
+- Extended the accounts endpoint by dividend and interest
+- Refactored the portfolio performance component to standalone
+- Improved the language localization for German (`de`)
+- Improved the language localization for Portuguese (`pt`)
+- Improved the language localization for Spanish (`es`)
+
+## 2.190.0 - 2025-08-09
+
+### Changed
+
+- Extended the import functionality by tags
+- Improved the dynamic numerical precision for various values in the holding detail dialog
+- Shortened the date in the activities table on mobile
+- Introduced the fuzzy search for the accounts endpoint
+- Refactored the fuzzy search for the holdings of the assistant
+- Eliminated the warnings of the database seeding process
+- Improved the language localization for German (`de`)
+- Improved the language localization for Polish (`pl`)
+- Improved the language localization for Spanish (`es`)
+- Removed the unused `codelyzer` dependency
+
 ## 2.189.0 - 2025-08-05
 
 ### Changed

README.md

@@ -295,7 +295,7 @@ Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ r
 
 Ghostfolio is **100% free** and **open source**. We encourage and support an active and healthy community that accepts contributions from the public - including you.
 
-Not sure what to work on? We have [some ideas](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22help+wanted%22), even for [newcomers](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22good+first+issue%22). 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.
+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).
 

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

@@ -89,6 +89,7 @@ export class AccountController {
   public async getAllAccounts(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('dataSource') filterByDataSource?: string,
+    @Query('query') filterBySearchQuery?: string,
     @Query('symbol') filterBySymbol?: string
   ): Promise<AccountsResponse> {
     const impersonationUserId =
@@ -96,6 +97,7 @@ export class AccountController {
 
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByDataSource,
+      filterBySearchQuery,
       filterBySymbol
     });
 

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

@@ -12,7 +12,8 @@ import {
   AccountBalance,
   Order,
   Platform,
-  Prisma
+  Prisma,
+  SymbolProfile
 } from '@prisma/client';
 import { Big } from 'big.js';
 import { format } from 'date-fns';
@@ -62,7 +63,7 @@ export class AccountService {
     orderBy?: Prisma.AccountOrderByWithRelationInput;
   }): Promise<
     (Account & {
-      activities?: Order[];
+      activities?: (Order & { SymbolProfile?: SymbolProfile })[];
       balances?: AccountBalance[];
       platform?: Platform;
     })[]

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

@@ -66,7 +66,7 @@ export class AdminController {
   @HasPermission(permissions.accessAdminControl)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getAdminData(): Promise<AdminData> {
-    return this.adminService.get({ user: this.request.user });
+    return this.adminService.get();
   }
 
   @Get('demo-user/sync')
@@ -197,6 +197,7 @@ export class AdminController {
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getMarketData(
     @Query('assetSubClasses') filterByAssetSubClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
     @Query('presetId') presetId?: MarketDataPreset,
     @Query('query') filterBySearchQuery?: string,
     @Query('skip') skip?: number,
@@ -206,6 +207,7 @@ export class AdminController {
   ): Promise<AdminMarketData> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAssetSubClasses,
+      filterByDataSource,
       filterBySearchQuery
     });
 

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

@@ -29,7 +29,7 @@ import {
   Filter
 } from '@ghostfolio/common/interfaces';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
-import { MarketDataPreset, UserWithSettings } from '@ghostfolio/common/types';
+import { MarketDataPreset } from '@ghostfolio/common/types';
 
 import {
   BadRequestException,
@@ -133,11 +133,8 @@ export class AdminService {
     }
   }
 
-  public async get({ user }: { user: UserWithSettings }): Promise<AdminData> {
-    const dataSources = await this.dataProviderService.getDataSources({
-      user,
-      includeGhostfolio: true
-    });
+  public async get(): Promise<AdminData> {
+    const dataSources = Object.values(DataSource);
 
     const [settings, transactionCount, userCount] = await Promise.all([
       this.propertyService.get(),
@@ -145,24 +142,31 @@ export class AdminService {
       this.countUsersWithAnalytics()
     ]);
 
-    const dataProviders = await Promise.all(
-      dataSources.map(async (dataSource) => {
-        const dataProviderInfo = this.dataProviderService
-          .getDataProvider(dataSource)
-          .getDataProviderInfo();
+    const dataProviders = (
+      await Promise.all(
+        dataSources.map(async (dataSource) => {
+          const assetProfileCount =
+            await this.prismaService.symbolProfile.count({
+              where: {
+                dataSource
+              }
+            });
 
-        const assetProfileCount = await this.prismaService.symbolProfile.count({
-          where: {
-            dataSource
+          if (assetProfileCount > 0 || dataSource === 'GHOSTFOLIO') {
+            const dataProviderInfo = this.dataProviderService
+              .getDataProvider(dataSource)
+              .getDataProviderInfo();
+
+            return {
+              ...dataProviderInfo,
+              assetProfileCount
+            };
           }
-        });
 
-        return {
-          ...dataProviderInfo,
-          assetProfileCount
-        };
-      })
-    );
+          return null;
+        })
+      )
+    ).filter(Boolean);
 
     return {
       dataProviders,
@@ -214,12 +218,12 @@ export class AdminService {
       return type === 'SEARCH_QUERY';
     })?.id;
 
-    const { ASSET_SUB_CLASS: filtersByAssetSubClass } = groupBy(
-      filters,
-      ({ type }) => {
-        return type;
-      }
-    );
+    const {
+      ASSET_SUB_CLASS: filtersByAssetSubClass,
+      DATA_SOURCE: filtersByDataSource
+    } = groupBy(filters, ({ type }) => {
+      return type;
+    });
 
     const marketDataItems = await this.prismaService.marketData.groupBy({
       _count: true,
@@ -230,6 +234,10 @@ export class AdminService {
       where.assetSubClass = AssetSubClass[filtersByAssetSubClass[0].id];
     }
 
+    if (filtersByDataSource) {
+      where.dataSource = DataSource[filtersByDataSource[0].id];
+    }
+
     if (searchQuery) {
       where.OR = [
         { id: { mode: 'insensitive', startsWith: searchQuery } },

apps/api/src/app/endpoints/tags/create-tag.dto.ts

@@ -1,6 +1,10 @@
 import { IsOptional, IsString } from 'class-validator';
 
 export class CreateTagDto {
+  @IsOptional()
+  @IsString()
+  id?: string;
+
   @IsString()
   name: string;
 

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

@@ -116,10 +116,13 @@ export class WatchlistService {
           return profile.dataSource === dataSource && profile.symbol === symbol;
         });
 
-        const allTimeHigh = await this.marketDataService.getMax({
-          dataSource,
-          symbol
-        });
+        const [allTimeHigh, trends] = await Promise.all([
+          this.marketDataService.getMax({
+            dataSource,
+            symbol
+          }),
+          this.benchmarkService.getBenchmarkTrends({ dataSource, symbol })
+        ]);
 
         const performancePercent =
           this.benchmarkService.calculateChangeInPercentage(
@@ -138,7 +141,9 @@ export class WatchlistService {
               performancePercent,
               date: allTimeHigh?.date
             }
-          }
+          },
+          trend50d: trends.trend50d,
+          trend200d: trends.trend200d
         };
       })
     );

apps/api/src/app/import/import-data.dto.ts

@@ -3,6 +3,7 @@ import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Type } from 'class-transformer';
 import { IsArray, IsOptional, ValidateNested } from 'class-validator';
 
+import { CreateTagDto } from '../endpoints/tags/create-tag.dto';
 import { CreateAccountWithBalancesDto } from './create-account-with-balances.dto';
 import { CreateAssetProfileWithMarketDataDto } from './create-asset-profile-with-market-data.dto';
 
@@ -23,4 +24,10 @@ export class ImportDataDto {
   @Type(() => CreateAssetProfileWithMarketDataDto)
   @ValidateNested({ each: true })
   assetProfiles?: CreateAssetProfileWithMarketDataDto[];
+
+  @IsArray()
+  @IsOptional()
+  @Type(() => CreateTagDto)
+  @ValidateNested({ each: true })
+  tags?: CreateTagDto[];
 }

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

@@ -74,6 +74,7 @@ export class ImportController {
         accountsWithBalancesDto: importData.accounts ?? [],
         activitiesDto: importData.activities,
         assetProfilesWithMarketDataDto: importData.assetProfiles ?? [],
+        tagsDto: importData.tags ?? [],
         user: this.request.user
       });
 

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

@@ -13,6 +13,7 @@ import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-da
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/queues/data-gathering/data-gathering.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
+import { TagModule } from '@ghostfolio/api/services/tag/tag.module';
 
 import { Module } from '@nestjs/common';
 
@@ -35,6 +36,7 @@ import { ImportService } from './import.service';
     PrismaModule,
     RedisCacheModule,
     SymbolProfileModule,
+    TagModule,
     TransformDataSourceInRequestModule,
     TransformDataSourceInResponseModule
   ],

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

@@ -13,12 +13,14 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { DataGatheringService } from '@ghostfolio/api/services/queues/data-gathering/data-gathering.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
+import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import { DATA_GATHERING_QUEUE_PRIORITY_HIGH } from '@ghostfolio/common/config';
 import {
   getAssetProfileIdentifier,
   parseDate
 } from '@ghostfolio/common/helper';
 import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import {
   AccountWithPlatform,
   OrderWithAccount,
@@ -46,7 +48,8 @@ export class ImportService {
     private readonly orderService: OrderService,
     private readonly platformService: PlatformService,
     private readonly portfolioService: PortfolioService,
-    private readonly symbolProfileService: SymbolProfileService
+    private readonly symbolProfileService: SymbolProfileService,
+    private readonly tagService: TagService
   ) {}
 
   public async getDividends({
@@ -154,6 +157,7 @@ export class ImportService {
     assetProfilesWithMarketDataDto,
     isDryRun = false,
     maxActivitiesToImport,
+    tagsDto,
     user
   }: {
     accountsWithBalancesDto: ImportDataDto['accounts'];
@@ -161,10 +165,12 @@ export class ImportService {
     assetProfilesWithMarketDataDto: ImportDataDto['assetProfiles'];
     isDryRun?: boolean;
     maxActivitiesToImport: number;
+    tagsDto: ImportDataDto['tags'];
     user: UserWithSettings;
   }): Promise<Activity[]> {
     const accountIdMapping: { [oldAccountId: string]: string } = {};
     const assetProfileSymbolMapping: { [oldSymbol: string]: string } = {};
+    const tagIdMapping: { [oldTagId: string]: string } = {};
     const userCurrency = user.settings.settings.baseCurrency;
 
     if (!isDryRun && accountsWithBalancesDto?.length) {
@@ -293,6 +299,50 @@ export class ImportService {
       }
     }
 
+    if (tagsDto?.length) {
+      const existingTagsOfUser = await this.tagService.getTagsForUser(user.id);
+
+      const canCreateOwnTag = hasPermission(
+        user.permissions,
+        permissions.createOwnTag
+      );
+
+      for (const tag of tagsDto) {
+        const existingTagOfUser = existingTagsOfUser.find(({ id }) => {
+          return id === tag.id;
+        });
+
+        if (!existingTagOfUser || existingTagOfUser.userId !== null) {
+          if (!canCreateOwnTag) {
+            throw new Error(
+              `Insufficient permissions to create custom tag ("${tag.name}")`
+            );
+          }
+
+          if (!isDryRun) {
+            const existingTag = await this.tagService.getTag({ id: tag.id });
+            let oldTagId: string;
+
+            if (existingTag) {
+              oldTagId = tag.id;
+              delete tag.id;
+            }
+
+            const tagObject: Prisma.TagCreateInput = {
+              ...tag,
+              user: { connect: { id: user.id } }
+            };
+
+            const newTag = await this.tagService.createTag(tagObject);
+
+            if (existingTag && oldTagId) {
+              tagIdMapping[oldTagId] = newTag.id;
+            }
+          }
+        }
+      }
+    }
+
     for (const activity of activitiesDto) {
       if (!activity.dataSource) {
         if (['FEE', 'INTEREST', 'LIABILITY'].includes(activity.type)) {
@@ -313,6 +363,11 @@ export class ImportService {
         if (assetProfileSymbolMapping[activity.symbol]) {
           activity.symbol = assetProfileSymbolMapping[activity.symbol];
         }
+
+        // If a new tag is created, then update the tag ID in all activities
+        activity.tags = (activity.tags ?? []).map((tagId) => {
+          return tagIdMapping[tagId] ?? tagId;
+        });
       }
     }
 
@@ -340,6 +395,24 @@ export class ImportService {
       });
     }
 
+    const tags = (await this.tagService.getTagsForUser(user.id)).map(
+      ({ id, name }) => {
+        return { id, name };
+      }
+    );
+
+    if (isDryRun) {
+      tagsDto
+        .filter(({ id }) => {
+          return !tags.some(({ id: tagId }) => {
+            return tagId === id;
+          });
+        })
+        .forEach(({ id, name }) => {
+          tags.push({ id, name });
+        });
+    }
+
     const activities: Activity[] = [];
 
     for (const activity of activitiesExtendedWithErrors) {
@@ -351,6 +424,7 @@ export class ImportService {
       const fee = activity.fee;
       const quantity = activity.quantity;
       const SymbolProfile = activity.SymbolProfile;
+      const tagIds = activity.tagIds ?? [];
       const type = activity.type;
       const unitPrice = activity.unitPrice;
 
@@ -388,11 +462,17 @@ export class ImportService {
       const validatedAccount = accounts.find(({ id }) => {
         return id === accountId;
       });
+      const validatedTags = tags.filter(({ id: tagId }) => {
+        return tagIds.some((activityTagId) => {
+          return activityTagId === tagId;
+        });
+      });
 
       let order:
         | OrderWithAccount
-        | (Omit<OrderWithAccount, 'Account'> & {
-            Account?: { id: string; name: string };
+        | (Omit<OrderWithAccount, 'account' | 'tags'> & {
+            account?: { id: string; name: string };
+            tags?: { id: string; name: string }[];
           });
 
       if (isDryRun) {
@@ -404,7 +484,7 @@ export class ImportService {
           quantity,
           type,
           unitPrice,
-          Account: validatedAccount,
+          account: validatedAccount,
           accountId: validatedAccount?.id,
           accountUserId: undefined,
           createdAt: new Date(),
@@ -436,6 +516,7 @@ export class ImportService {
             userId: dataSource === 'MANUAL' ? user.id : undefined
           },
           symbolProfileId: undefined,
+          tags: validatedTags,
           updatedAt: new Date(),
           userId: user.id
         };
@@ -469,6 +550,9 @@ export class ImportService {
               }
             }
           },
+          tags: validatedTags.map(({ id }) => {
+            return { id };
+          }),
           updateAccountBalance: false,
           user: { connect: { id: user.id } },
           userId: user.id
@@ -546,6 +630,7 @@ export class ImportService {
         fee,
         quantity,
         symbol,
+        tags,
         type,
         unitPrice
       }) => {
@@ -594,7 +679,8 @@ export class ImportService {
             isActive: true,
             sectors: undefined,
             updatedAt: undefined
-          }
+          },
+          tagIds: tags
         };
       }
     );
@@ -626,7 +712,7 @@ export class ImportService {
     const assetProfiles: {
       [assetProfileIdentifier: string]: Partial<SymbolProfile>;
     } = {};
-    const dataSources = await this.dataProviderService.getDataSources({ user });
+    const dataSources = await this.dataProviderService.getDataSources();
 
     for (const [
       index,

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

@@ -1,13 +1,7 @@
 import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
 import { IsAfter1970Constraint } from '@ghostfolio/common/validator-constraints/is-after-1970';
 
-import {
-  AssetClass,
-  AssetSubClass,
-  DataSource,
-  Tag,
-  Type
-} from '@prisma/client';
+import { AssetClass, AssetSubClass, DataSource, Type } from '@prisma/client';
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsArray,
@@ -70,7 +64,7 @@ export class CreateOrderDto {
 
   @IsArray()
   @IsOptional()
-  tags?: Tag[];
+  tags?: string[];
 
   @IsEnum(Type, { each: true })
   type: Type;

apps/api/src/app/order/interfaces/activities.interface.ts

@@ -14,6 +14,7 @@ export interface Activity extends Order {
   feeInAssetProfileCurrency: number;
   feeInBaseCurrency: number;
   SymbolProfile?: EnhancedSymbolProfile;
+  tagIds?: string[];
   tags?: Tag[];
   unitPriceInAssetProfileCurrency: number;
   updateAccountBalance?: boolean;

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

@@ -217,6 +217,9 @@ export class OrderController {
           }
         }
       },
+      tags: data.tags?.map((id) => {
+        return { id };
+      }),
       user: { connect: { id: this.request.user.id } },
       userId: this.request.user.id
     });
@@ -293,6 +296,9 @@ export class OrderController {
             name: data.symbol
           }
         },
+        tags: data.tags?.map((id) => {
+          return { id };
+        }),
         user: { connect: { id: this.request.user.id } }
       },
       where: {

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

@@ -97,7 +97,7 @@ export class OrderService {
       assetSubClass?: AssetSubClass;
       currency?: string;
       symbol?: string;
-      tags?: Tag[];
+      tags?: { id: string }[];
       updateAccountBalance?: boolean;
       userId: string;
     }
@@ -201,9 +201,7 @@ export class OrderService {
         account,
         isDraft,
         tags: {
-          connect: tags.map(({ id }) => {
-            return { id };
-          })
+          connect: tags
         }
       },
       include: { SymbolProfile: true }
@@ -658,7 +656,7 @@ export class OrderService {
       assetSubClass?: AssetSubClass;
       currency?: string;
       symbol?: string;
-      tags?: Tag[];
+      tags?: { id: string }[];
       type?: ActivityType;
     };
     where: Prisma.OrderWhereUniqueInput;
@@ -720,9 +718,7 @@ export class OrderService {
         ...data,
         isDraft,
         tags: {
-          connect: tags.map(({ id }) => {
-            return { id };
-          })
+          connect: tags
         }
       }
     });

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

@@ -1,13 +1,7 @@
 import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
 import { IsAfter1970Constraint } from '@ghostfolio/common/validator-constraints/is-after-1970';
 
-import {
-  AssetClass,
-  AssetSubClass,
-  DataSource,
-  Tag,
-  Type
-} from '@prisma/client';
+import { AssetClass, AssetSubClass, DataSource, Type } from '@prisma/client';
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsArray,
@@ -71,7 +65,7 @@ export class UpdateOrderDto {
 
   @IsArray()
   @IsOptional()
-  tags?: Tag[];
+  tags?: string[];
 
   @IsString()
   type: Type;

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

@@ -18,6 +18,7 @@ import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/po
 import { parseDate } from '@ghostfolio/common/helper';
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
+import { Tag } from '@prisma/client';
 import { Big } from 'big.js';
 import { join } from 'path';
 
@@ -108,6 +109,9 @@ describe('PortfolioCalculator', () => {
           name: 'Bitcoin',
           symbol: activity.symbol
         },
+        tags: activity.tags?.map((id) => {
+          return { id } as Tag;
+        }),
         unitPriceInAssetProfileCurrency: 44558.42
       }));
 

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

@@ -18,6 +18,7 @@ import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/po
 import { parseDate } from '@ghostfolio/common/helper';
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
+import { Tag } from '@prisma/client';
 import { Big } from 'big.js';
 import { join } from 'path';
 
@@ -108,6 +109,9 @@ describe('PortfolioCalculator', () => {
           name: 'Bitcoin',
           symbol: activity.symbol
         },
+        tags: activity.tags?.map((id) => {
+          return { id } as Tag;
+        }),
         unitPriceInAssetProfileCurrency: 44558.42
       }));
 

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

@@ -18,6 +18,7 @@ import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/po
 import { parseDate } from '@ghostfolio/common/helper';
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
+import { Tag } from '@prisma/client';
 import { Big } from 'big.js';
 import { join } from 'path';
 
@@ -111,6 +112,9 @@ describe('PortfolioCalculator', () => {
           name: 'Novartis AG',
           symbol: activity.symbol
         },
+        tags: activity.tags?.map((id) => {
+          return { id } as Tag;
+        }),
         unitPriceInAssetProfileCurrency: activity.unitPrice
       }));
 

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

@@ -18,6 +18,7 @@ import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/po
 import { parseDate } from '@ghostfolio/common/helper';
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
+import { Tag } from '@prisma/client';
 import { Big } from 'big.js';
 import { join } from 'path';
 
@@ -111,6 +112,9 @@ describe('PortfolioCalculator', () => {
           name: 'Novartis AG',
           symbol: activity.symbol
         },
+        tags: activity.tags?.map((id) => {
+          return { id } as Tag;
+        }),
         unitPriceInAssetProfileCurrency: activity.unitPrice
       }));
 

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

@@ -413,6 +413,7 @@ export class PortfolioController {
       filterByAssetClasses,
       filterByDataSource,
       filterByHoldingType,
+      filterBySearchQuery,
       filterBySymbol,
       filterByTags
     });
@@ -421,7 +422,6 @@ export class PortfolioController {
       dateRange,
       filters,
       impersonationId,
-      query: filterBySearchQuery,
       userId: this.request.user.id
     });
 

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

@@ -15,6 +15,7 @@ import { EconomicMarketClusterRiskDevelopedMarkets } from '@ghostfolio/api/model
 import { EconomicMarketClusterRiskEmergingMarkets } from '@ghostfolio/api/models/rules/economic-market-cluster-risk/emerging-markets';
 import { EmergencyFundSetup } from '@ghostfolio/api/models/rules/emergency-fund/emergency-fund-setup';
 import { FeeRatioInitialInvestment } from '@ghostfolio/api/models/rules/fees/fee-ratio-initial-investment';
+import { BuyingPower } from '@ghostfolio/api/models/rules/liquidity/buying-power';
 import { RegionalMarketClusterRiskAsiaPacific } from '@ghostfolio/api/models/rules/regional-market-cluster-risk/asia-pacific';
 import { RegionalMarketClusterRiskEmergingMarkets } from '@ghostfolio/api/models/rules/regional-market-cluster-risk/emerging-markets';
 import { RegionalMarketClusterRiskEurope } from '@ghostfolio/api/models/rules/regional-market-cluster-risk/europe';
@@ -161,7 +162,7 @@ export class PortfolioService {
       this.accountService.accounts({
         where,
         include: {
-          activities: true,
+          activities: { include: { SymbolProfile: true } },
           platform: true
         },
         orderBy: { name: 'asc' }
@@ -176,39 +177,74 @@ export class PortfolioService {
 
     const userCurrency = this.request.user.settings.settings.baseCurrency;
 
-    return accounts.map((account) => {
-      let transactionCount = 0;
+    return Promise.all(
+      accounts.map(async (account) => {
+        let dividendInBaseCurrency = 0;
+        let interestInBaseCurrency = 0;
+        let transactionCount = 0;
 
-      for (const { isDraft } of account.activities) {
-        if (!isDraft) {
-          transactionCount += 1;
+        for (const {
+          currency,
+          date,
+          isDraft,
+          quantity,
+          SymbolProfile,
+          type,
+          unitPrice
+        } of account.activities) {
+          switch (type) {
+            case ActivityType.DIVIDEND:
+              dividendInBaseCurrency +=
+                await this.exchangeRateDataService.toCurrencyAtDate(
+                  new Big(quantity).mul(unitPrice).toNumber(),
+                  currency ?? SymbolProfile.currency,
+                  userCurrency,
+                  date
+                );
+              break;
+            case ActivityType.INTEREST:
+              interestInBaseCurrency +=
+                await this.exchangeRateDataService.toCurrencyAtDate(
+                  unitPrice,
+                  currency ?? SymbolProfile.currency,
+                  userCurrency,
+                  date
+                );
+              break;
+          }
+
+          if (!isDraft) {
+            transactionCount += 1;
+          }
         }
-      }
 
-      const valueInBaseCurrency =
-        details.accounts[account.id]?.valueInBaseCurrency ?? 0;
+        const valueInBaseCurrency =
+          details.accounts[account.id]?.valueInBaseCurrency ?? 0;
 
-      const result = {
-        ...account,
-        transactionCount,
-        valueInBaseCurrency,
-        allocationInPercentage: null, // TODO
-        balanceInBaseCurrency: this.exchangeRateDataService.toCurrency(
-          account.balance,
-          account.currency,
-          userCurrency
-        ),
-        value: this.exchangeRateDataService.toCurrency(
+        const result = {
+          ...account,
+          dividendInBaseCurrency,
+          interestInBaseCurrency,
+          transactionCount,
           valueInBaseCurrency,
-          userCurrency,
-          account.currency
-        )
-      };
+          allocationInPercentage: 0,
+          balanceInBaseCurrency: this.exchangeRateDataService.toCurrency(
+            account.balance,
+            account.currency,
+            userCurrency
+          ),
+          value: this.exchangeRateDataService.toCurrency(
+            valueInBaseCurrency,
+            userCurrency,
+            account.currency
+          )
+        };
 
-      delete result.activities;
+        delete result.activities;
 
-      return result;
-    });
+        return result;
+      })
+    );
   }
 
   public async getAccountsWithAggregations({
@@ -220,12 +256,30 @@ export class PortfolioService {
     userId: string;
     withExcludedAccounts?: boolean;
   }): Promise<AccountsResponse> {
-    const accounts = await this.getAccounts({
+    let accounts = await this.getAccounts({
       filters,
       userId,
       withExcludedAccounts
     });
+
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
+
+    if (searchQuery) {
+      const fuse = new Fuse(accounts, {
+        keys: ['name', 'platform.name'],
+        threshold: 0.3
+      });
+
+      accounts = fuse.search(searchQuery).map(({ item }) => {
+        return item;
+      });
+    }
+
     let totalBalanceInBaseCurrency = new Big(0);
+    let totalDividendInBaseCurrency = new Big(0);
+    let totalInterestInBaseCurrency = new Big(0);
     let totalValueInBaseCurrency = new Big(0);
     let transactionCount = 0;
 
@@ -233,16 +287,33 @@ export class PortfolioService {
       totalBalanceInBaseCurrency = totalBalanceInBaseCurrency.plus(
         account.balanceInBaseCurrency
       );
+      totalDividendInBaseCurrency = totalDividendInBaseCurrency.plus(
+        account.dividendInBaseCurrency
+      );
+      totalInterestInBaseCurrency = totalInterestInBaseCurrency.plus(
+        account.interestInBaseCurrency
+      );
       totalValueInBaseCurrency = totalValueInBaseCurrency.plus(
         account.valueInBaseCurrency
       );
       transactionCount += account.transactionCount;
     }
 
+    for (const account of accounts) {
+      account.allocationInPercentage =
+        totalValueInBaseCurrency.toNumber() > Number.EPSILON
+          ? Big(account.valueInBaseCurrency)
+              .div(totalValueInBaseCurrency)
+              .toNumber()
+          : 0;
+    }
+
     return {
       accounts,
       transactionCount,
       totalBalanceInBaseCurrency: totalBalanceInBaseCurrency.toNumber(),
+      totalDividendInBaseCurrency: totalDividendInBaseCurrency.toNumber(),
+      totalInterestInBaseCurrency: totalInterestInBaseCurrency.toNumber(),
       totalValueInBaseCurrency: totalValueInBaseCurrency.toNumber()
     };
   }
@@ -276,13 +347,11 @@ export class PortfolioService {
     dateRange,
     filters,
     impersonationId,
-    query,
     userId
   }: {
     dateRange: DateRange;
     filters?: Filter[];
     impersonationId: string;
-    query?: string;
     userId: string;
   }) {
     userId = await this.getUserId(impersonationId, userId);
@@ -295,13 +364,17 @@ export class PortfolioService {
 
     let holdings = Object.values(holdingsMap);
 
-    if (query) {
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
+
+    if (searchQuery) {
       const fuse = new Fuse(holdings, {
         keys: ['isin', 'name', 'symbol'],
         threshold: 0.3
       });
 
-      holdings = fuse.search(query).map(({ item }) => {
+      holdings = fuse.search(searchQuery).map(({ item }) => {
         return item;
       });
     }
@@ -1268,6 +1341,17 @@ export class PortfolioService {
         ],
         userSettings
       ),
+      liquidity: await this.rulesService.evaluate(
+        [
+          new BuyingPower(
+            this.exchangeRateDataService,
+            this.i18nService,
+            summary.cash,
+            userSettings.language
+          )
+        ],
+        userSettings
+      ),
       regionalMarketClusterRisk:
         summary.activityCount > 0
           ? await this.rulesService.evaluate(

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

@@ -13,6 +13,7 @@ import { EconomicMarketClusterRiskDevelopedMarkets } from '@ghostfolio/api/model
 import { EconomicMarketClusterRiskEmergingMarkets } from '@ghostfolio/api/models/rules/economic-market-cluster-risk/emerging-markets';
 import { EmergencyFundSetup } from '@ghostfolio/api/models/rules/emergency-fund/emergency-fund-setup';
 import { FeeRatioInitialInvestment } from '@ghostfolio/api/models/rules/fees/fee-ratio-initial-investment';
+import { BuyingPower } from '@ghostfolio/api/models/rules/liquidity/buying-power';
 import { RegionalMarketClusterRiskAsiaPacific } from '@ghostfolio/api/models/rules/regional-market-cluster-risk/asia-pacific';
 import { RegionalMarketClusterRiskEmergingMarkets } from '@ghostfolio/api/models/rules/regional-market-cluster-risk/emerging-markets';
 import { RegionalMarketClusterRiskEurope } from '@ghostfolio/api/models/rules/regional-market-cluster-risk/europe';
@@ -287,6 +288,12 @@ export class UserService {
         undefined,
         undefined
       ).getSettings(user.settings.settings),
+      BuyingPower: new BuyingPower(
+        undefined,
+        undefined,
+        undefined,
+        undefined
+      ).getSettings(user.settings.settings),
       CurrencyClusterRiskBaseCurrencyCurrentInvestment:
         new CurrencyClusterRiskBaseCurrencyCurrentInvestment(
           undefined,

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

@@ -60,6 +60,7 @@
   "1GUY": "1GUY",
   "1HUB": "1HubAI",
   "1INCH": "1inch",
+  "1IQ": "People with 1 IQ",
   "1IRST": "1irstcoin",
   "1MCT": "MicroCreditToken",
   "1MDC": "1MDC",
@@ -122,7 +123,6 @@
   "4EVER": "4EVERLAND",
   "4JNET": "4JNET",
   "4MW": "For Meta World",
-  "4P": "4P FOUR",
   "4RZ": "4REALZA COIN",
   "4THPILLAR": "4th Pillar Four Token",
   "4TOKEN": "Ignore Fud",
@@ -148,6 +148,7 @@
   "A1INCH": "1inch (Arbitrum Bridge)",
   "A2A": "A2A",
   "A2I": "Arcana AI",
+  "A2Z": "Arena-Z",
   "A4": "A4 Finance",
   "A47": "AGENDA 47",
   "A4M": "AlienForm",
@@ -466,6 +467,7 @@
   "AINN": "AINN",
   "AINTI": "AIntivirus",
   "AINU": "Ainu Token",
+  "AIO": "AIO",
   "AION": "Aion",
   "AIONE": "AiONE",
   "AIOS": "INT OS",
@@ -668,6 +670,7 @@
   "AMERICA": "America",
   "AMERICAI": "AMERICA AI Agent",
   "AMERICANCOIN": "AmericanCoin",
+  "AMETA": "Alpha City",
   "AMF": "AddMeFast",
   "AMG": "DeHeroGame Amazing Token",
   "AMI": "AMMYI Coin",
@@ -764,6 +767,7 @@
   "ANTMONS": "Antmons",
   "ANTS": "ANTS Reloaded",
   "ANTT": "Antara Token",
+  "ANUBHAV": "Anubhav Trainings",
   "ANUS": "URANUS",
   "ANV": "Aniverse",
   "ANVL": "Anvil",
@@ -998,8 +1002,9 @@
   "ASMO": "AS Monaco Fan Token",
   "ASN": "Ascension Coin",
   "ASNT": "Assent Protocol",
-  "ASP": "Aspire",
+  "ASP": "Aspecta",
   "ASPC": "Astropup Coin",
+  "ASPIRE": "Aspire",
   "ASPIRIN": "Aspirin",
   "ASPO": "ASPO Shards",
   "ASQT": "ASQ Protocol",
@@ -1008,6 +1013,7 @@
   "ASS": "Australian Safe Shepherd",
   "ASSA": "AssaPlay",
   "ASSARA": "ASSARA",
+  "ASSDAQ": "ASSDAQ",
   "ASSET": "iAssets",
   "ASST": "AssetStream",
   "AST": "AirSwap",
@@ -1093,8 +1099,10 @@
   "ATS": "Alltoscan",
   "ATT": "Attila",
   "ATTR": "Attrace",
+  "ATU": "Quantum",
   "ATX": "ArtexCoin",
   "AU": "AutoCrypto",
+  "AU79": "AU79",
   "AUA": "ArubaCoin",
   "AUC": "Auctus",
   "AUCO": "Advanced United Continent",
@@ -1271,6 +1279,7 @@
   "BABYBOME": "Book of Baby Memes",
   "BABYBOMEOW": "Baby of BOMEOW",
   "BABYBONK": "Baby Bonk",
+  "BABYBOSS": "Baby Boss",
   "BABYBROC": "Baby Broccoli",
   "BABYBROCCOL": "Baby Broccoli",
   "BABYBROCCOLI": "BabyBroccoli",
@@ -1361,6 +1370,7 @@
   "BABYWLFI": "Baby WLFI",
   "BABYX": "Baby X",
   "BAC": "Basis Cash",
+  "BACHI": "Bachi on Base",
   "BACK": "DollarBack",
   "BACOIN": "BACoin",
   "BACON": "BaconDAO (BACON)",
@@ -1397,6 +1407,7 @@
   "BALIN": "Balin Bank",
   "BALKANCOIN": "Balkancoin",
   "BALL": "BitBall",
+  "BALLTZE": "BALLTZE",
   "BALLZ": "Wolf Wif",
   "BALN": "Balanced",
   "BALPHA": "bAlpha",
@@ -1517,6 +1528,7 @@
   "BBG": "BigBang",
   "BBGC": "BigBang Game",
   "BBI": "BelugaPay",
+  "BBITBTC": "BounceBit BTC",
   "BBK": "BitBlocks",
   "BBL": "beoble",
   "BBN": "BBNCOIN",
@@ -2145,6 +2157,7 @@
   "BNC": "Bifrost Native Coin",
   "BND": "Bened",
   "BNF": "BonFi",
+  "BNFT": "APENFT (BitTorrent Bridge)",
   "BNIU": "Backed Niu Technologies",
   "BNIX": "BNIX Token",
   "BNK": "Bankera",
@@ -2191,6 +2204,7 @@
   "BOBMARLEY": "Bob Marley Meme",
   "BOBO": "BOBO",
   "BOBOT": "Bobo The Bear",
+  "BOBR": "Based BOBR",
   "BOBS": "Bob's Repair",
   "BOBT": "BOB Token",
   "BOBTHE": "Bob The Builder",
@@ -2391,6 +2405,7 @@
   "BPUNI": "Binance-Peg Uniswap Protocol Token (Binance Bridge)",
   "BPUSDC": "Binance-Peg USD Coin (Binance Bridge)",
   "BPX": "Black Phoenix",
+  "BPXL": "BombPixel",
   "BQ": "Bitqy",
   "BQC": "BQCoin",
   "BQQQ": "Bitsdaq Token",
@@ -2462,6 +2477,7 @@
   "BRK": "BreakoutCoin",
   "BRKBX": "Berkshire Hathaway xStock",
   "BRKL": "Brokoli Token",
+  "BRM": "BullRun Meme",
   "BRMV": "BRMV Token",
   "BRN": "BRN Metaverse",
   "BRNK": "Brank",
@@ -2549,9 +2565,11 @@
   "BSTC": "BST Chain",
   "BSTK": "BattleStake",
   "BSTN": "BitStation",
+  "BSTR": "BSTR",
   "BSTS": "Magic Beasties",
   "BSTY": "GlobalBoost",
   "BSV": "Bitcoin SV",
+  "BSVBRC": "BSVBRC",
   "BSW": "Biswap",
   "BSWAP": "BaseSwap",
   "BSWT": "BaySwap",
@@ -2693,7 +2711,8 @@
   "BUCKY": "Bucky",
   "BUD": "Buddy",
   "BUDDHA": "Buddha",
-  "BUDDY": "BUDDY",
+  "BUDDY": "alright buddy",
+  "BUDDYONSOL": "BUDDY",
   "BUDG": "Bulldogswap",
   "BUENO": "Bueno",
   "BUF": "Buftoad",
@@ -2728,7 +2747,9 @@
   "BULLIONFX": "BullionFX",
   "BULLISH": "bullish",
   "BULLMOON": "Bull Moon",
-  "BULLPEPE": "Bullpepe",
+  "BULLPEPE": "Bull Pepe",
+  "BULLPEPEIO": "Bullpepe",
+  "BULLPEPENET": "Bull Pepe",
   "BULLS": "Bull Coin",
   "BULLSEYE": "bulls-eye",
   "BULLSH": "Bullshit Inu",
@@ -2832,6 +2853,7 @@
   "BZX": "Bitcoin Zero",
   "BZZ": "Swarmv",
   "BZZONE": "Bzzone",
+  "C": "Chainbase Token",
   "C2": "Coin.2",
   "C20": "Crypto20",
   "C25": "C25 Coin",
@@ -3390,6 +3412,7 @@
   "CLH": "ClearDAO",
   "CLICK": "Clickcoin",
   "CLIFF": "Clifford Inu",
+  "CLIFFORD": "Clifford",
   "CLIMB": "CLIMB TOKEN FINANCE",
   "CLIN": "Clinicoin",
   "CLINK": "cLINK",
@@ -3408,6 +3431,7 @@
   "CLOA": "Cloak",
   "CLOAK": "CloakCoin",
   "CLOKI": "CATLOKI",
+  "CLOOTS": "CryptoLoots",
   "CLORE": "Clore.ai",
   "CLOUD": "Cloud",
   "CLOUDGPU": "CloudGPU",
@@ -3588,6 +3612,7 @@
   "CONJ": "Conjee",
   "CONK": "ShibaPoconk",
   "CONS": "ConSpiracy Coin",
+  "CONSCIOUS": "Conscious Token",
   "CONSENTIUM": "Consentium",
   "CONTENTBOX": "ContentBox",
   "CONTROL": "Control Token",
@@ -3924,6 +3949,7 @@
   "CTN": "Continuum Finance",
   "CTO": "BaseCTO",
   "CTOAI": "ClustroAI",
+  "CTOC": "CTOC",
   "CTOK": "Codyfight",
   "CTP": "Ctomorrow Platform",
   "CTPL": "Cultiplan",
@@ -4169,6 +4195,7 @@
   "DARKEN": "Dark Energy Crystals",
   "DARKF": "Dark Frontiers",
   "DARKMAGACOIN": "DARK MAGA",
+  "DARKSTAR": "DarkStar",
   "DARKT": "Dark Trump",
   "DARKTOKEN": "DarkToken",
   "DART": "dART Insurance",
@@ -4373,6 +4400,7 @@
   "DEOD": "Decentrawood",
   "DEOR": "Decentralized Oracle",
   "DEP": "DEAPCOIN",
+  "DEPIN": "DEPIN",
   "DEPINU": "Depression Inu",
   "DEPO": "Depo",
   "DEPTH": "Depth Token",
@@ -5368,6 +5396,7 @@
   "EMILY": "Emily",
   "EMIT": "Time Machine NFTs",
   "EML": "EML Protocol",
+  "EMMM": "emmm",
   "EMN.CUR": "Eastman Chemical",
   "EMOJI": "MOMOJI",
   "EMON": "Ethermon",
@@ -5808,6 +5837,7 @@
   "FARTDEV": "Fart Dev",
   "FARTIMUS": "Fartimus Prime",
   "FARTING": "Farting Unicorn",
+  "FARTLESS": "FARTLESS COIN",
   "FAS": "fast construction coin",
   "FAST": "Fastswap",
   "FASTAI": "Fast And Ai",
@@ -5875,6 +5905,7 @@
   "FEGV1": "FEG Token v1",
   "FEGV2": "FEG Token",
   "FEI": "Fei Protocol",
+  "FELIS": "Felis",
   "FELIX": "FelixCoin",
   "FELIX2": "Felix 2.0 ETH",
   "FEN": "First Ever NFT",
@@ -5964,6 +5995,7 @@
   "FIO": "FIO Protocol",
   "FIONA": "Fiona",
   "FIONABSC": "Fiona",
+  "FIR": "Fireverse",
   "FIRA": "Defira",
   "FIRE": "Matr1x Fire",
   "FIRECOIN": "FireCoin",
@@ -6072,6 +6104,7 @@
   "FLOVM": "FLOV MARKET",
   "FLOW": "Flow",
   "FLOWER": "FlowerAI",
+  "FLOWM": "Flowmatic",
   "FLOWP": "Flow Protocol",
   "FLOYX": "Floyx",
   "FLP": "Gameflip",
@@ -6099,7 +6132,7 @@
   "FLY": "Franklin",
   "FLYCOIN": "FlyCoin",
   "FLZ": "Fellaz",
-  "FM": "Flowmatic",
+  "FM": "Full Moon",
   "FMA": "FLAMA",
   "FMB": "FREEMOON BINANCE",
   "FMC": "Fimarkcoin",
@@ -6272,6 +6305,7 @@
   "FROGE": "Froge Finance",
   "FROGEX": "FrogeX",
   "FROGGER": "FROGGER",
+  "FROGGIE": "Froggie",
   "FROGGY": "Froggy",
   "FROGLIC": "Pink Hood Froglicker",
   "FROGO": "Frogo",
@@ -6762,6 +6796,7 @@
   "GLFT": "Global Fan Token",
   "GLI": "GLI TOKEN",
   "GLIDE": "Glide Finance",
+  "GLIDR": "Glidr",
   "GLIESE": "GlieseCoin",
   "GLINK": "Gemlink",
   "GLINT": "BeamSwap",
@@ -6893,6 +6928,7 @@
   "GOLDN": "GoLondon",
   "GOLDPIECES": "GoldPieces",
   "GOLDS": "Gold Standard",
+  "GOLDSECURED": "Gold Secured Currency",
   "GOLDX": "eToro Gold",
   "GOLDY": "DeFi Land Gold",
   "GOLF": "GolfCoin",
@@ -7046,6 +7082,7 @@
   "GROKGIRL": "Grok Girl",
   "GROKGROW": "GrokGrow",
   "GROKHEROES": "GROK heroes",
+  "GROKIM": "Grok Imagine Penguin",
   "GROKINU": "Grok Inu",
   "GROKKING": "GrokKing",
   "GROKKY": "GroKKy",
@@ -7096,7 +7133,7 @@
   "GSTT": "GSTT",
   "GSWAP": "Gameswap",
   "GSWIFT": "GameSwift",
-  "GSX": "Gold Secured Currency",
+  "GSX": "Goldman Sachs xStock",
   "GSY": "GenesysCoin",
   "GSYS": "Genesys",
   "GT": "Gatechain Token",
@@ -7342,6 +7379,7 @@
   "HELI": "Helion",
   "HELINK": "Chainlink (Huobi Exchange)",
   "HELIOS": "Mission Helios",
+  "HELIOSAI": "HeliosAI",
   "HELL": "HELL COIN",
   "HELLO": "HELLO",
   "HELMET": "Helmet Insure",
@@ -7672,6 +7710,7 @@
   "HUSKY": "Husky",
   "HUSL": "Hustle Token",
   "HUSTLE": "Agent Hustle",
+  "HUSTLEV1": "Tensorium",
   "HUT": "Hibiki Run",
   "HVC": "HeavyCoin",
   "HVCO": "High Voltage Coin",
@@ -7713,7 +7752,7 @@
   "HYPERC": "HyperChainX",
   "HYPERCOIN": "HyperCoin",
   "HYPERD": "HyperDAO",
-  "HYPERF": "HyperFly",
+  "HYPERFLY": "HyperFly",
   "HYPERIONX": "HyperionX",
   "HYPERS": "HyperSpace",
   "HYPERSKIDS": "HYPERSKIDS",
@@ -7831,6 +7870,7 @@
   "IFIT": "CALO INDOOR",
   "IFLT": "InflationCoin",
   "IFOR": "iFortune",
+  "IFR": "Inferium",
   "IFT": "InvestFeed",
   "IFUM": "Infleum",
   "IFUND": "Unifund",
@@ -7851,6 +7891,7 @@
   "IJC": "IjasCoin",
   "IJZ": "iinjaz",
   "IJZV1": "iinjaz v1",
+  "IKA": "IKA Token",
   "IKI": "ikipay",
   "IKIGAI": "Ikigai",
   "ILA": "Infinite Launch",
@@ -7861,6 +7902,7 @@
   "ILT": "iOlite",
   "ILV": "Illuvium",
   "IMAGE": "Imagen AI",
+  "IMAGINE": "IMAGINE",
   "IMARO": "IMARO",
   "IMAYC": "IMAYC",
   "IMBREX": "Imbrex",
@@ -7895,7 +7937,7 @@
   "IMU": "imusify",
   "IMVR": "ImmVRse",
   "IMX": "Immutable X",
-  "IN": "InCoin",
+  "IN": "INFINIT",
   "INA": "pepeinatux",
   "INARI": "Inari",
   "INB": "Insight Chain",
@@ -8012,6 +8054,7 @@
   "IOSHIB": "IoTexShiba",
   "IOST": "IOS token",
   "IOT": "Helium IOT",
+  "IOTAI": "IoTAI",
   "IOTW": "IOTW",
   "IOTX": "IoTeX Network",
   "IOU": "IOU1",
@@ -8120,6 +8163,7 @@
   "IX": "X-Block",
   "IXC": "IXcoin",
   "IXIR": "IXIR",
+  "IXORA": "IXORAPAD",
   "IXP": "IMPACTXPRIME",
   "IXS": "IX Swap",
   "IXT": "iXledger",
@@ -8163,6 +8207,7 @@
   "JASMY": "JasmyCoin",
   "JASON": "Jason Derulo",
   "JAV": "Javsphere",
+  "JAWN": "Long Jawn Silvers",
   "JAWS": "AutoShark",
   "JAY": "Jaypeggers",
   "JBO": "JBOX",
@@ -8186,7 +8231,8 @@
   "JEETOLAX": "Jeetolax",
   "JEETS": "I'm a Jeet",
   "JEFE": "JEFE TOKEN",
-  "JEFF": "Jeff in Space",
+  "JEFF": "JEFF",
+  "JEFFINSPACE": "Jeff in Space",
   "JEFFRY": "jeffry",
   "JEJUDOGE": "Jejudoge",
   "JELLI": "JELLI",
@@ -8265,6 +8311,7 @@
   "JOEY": "Joey Inu",
   "JOGECO": "Jogecodog",
   "JOHM": "Johm lemmon",
+  "JOHN": "John Tsubasa Rivals",
   "JOHNNY": "Johnny The Bull",
   "JOINCOIN": "JoinCoin",
   "JOINT": "Joint Ventures",
@@ -8428,6 +8475,7 @@
   "KAT": "Karat",
   "KATA": "Katana Inu",
   "KATANA": "Katana Finance",
+  "KATANANET": "Katana Network",
   "KATCHU": "Katchu Coin",
   "KATT": "Katt Daddy",
   "KATYCAT": "Katy Perry Fans",
@@ -8527,6 +8575,7 @@
   "KHAI": "khai",
   "KHEOWZOO": "khaokheowzoo",
   "KHM": "Kohima",
+  "KHYPE": "Kinetiq Staked HYPE",
   "KI": "Genopets KI",
   "KIAN": "Porta",
   "KIBA": "Kiba Inu",
@@ -8662,6 +8711,7 @@
   "KNUT": "Knut From Zoo",
   "KNW": "Knowledge",
   "KOAI": "KOI",
+  "KOALA": "KOALA",
   "KOBAN": "KOBAN",
   "KOBE": "Shabu Shabu",
   "KOBO": "KoboCoin",
@@ -8776,7 +8826,7 @@
   "KTT": "K-Tune",
   "KTX": "KwikTrust",
   "KUAI": "Kuai Token",
-  "KUB": "Bitkub Coin",
+  "KUB": "KUB Coin",
   "KUBE": "KubeCoin",
   "KUBO": "KUBO",
   "KUBOS": "KubosCoin",
@@ -8891,6 +8941,7 @@
   "LAS": "LNAsolution Coin",
   "LASOL": "LamaSol",
   "LAT": "PlatON Network",
+  "LATINA": "Latina",
   "LATOKEN": "LATOKEN",
   "LATOM": "Liquid ATOM",
   "LATTE": "LatteSwap",
@@ -8910,6 +8961,7 @@
   "LAY3R": "AutoLayer",
   "LAYER": "Solayer",
   "LAZ": "Lazarus",
+  "LAZHUZHU": "LAZHUZHU",
   "LAZIO": "Lazio Fan Token",
   "LAZYCAT": "LAZYCAT",
   "LB": "LoveBit",
@@ -9110,12 +9162,14 @@
   "LIO": "Lio",
   "LION": "Loaded Lions",
   "LIONT": "Lion Token",
+  "LIORA": "Liora",
   "LIPC": "LIpcoin",
   "LIPS": "LipChain",
   "LIQ": "LIQ Protocol",
-  "LIQD": "Liquid Finance",
+  "LIQD": "LiquidLaunch",
   "LIQR": "Topshelf Finance",
   "LIQUI": "Liquidus",
+  "LIQUID": "Liquid Finance",
   "LIQUIDIUM": "LIQUIDIUM•TOKEN",
   "LIR": "Let it Ride",
   "LIS": "Realis Network",
@@ -9134,6 +9188,7 @@
   "LITHO": "Lithosphere",
   "LITION": "Lition",
   "LITT": "LitLab Games",
+  "LITTLEGUY": "just a little guy",
   "LIV": "LiviaCoin",
   "LIVE": "TRONbetLive",
   "LIVENCOIN": "LivenPay",
@@ -9235,6 +9290,7 @@
   "LONGFU": "LONGFU",
   "LONGM": "Long Mao",
   "LONGSHINE": "LongShine",
+  "LOOBY": "Looby by Stephen Bliss",
   "LOOK": "LookCoin",
   "LOOKS": "LooksRare",
   "LOOM": "Loom Network",
@@ -9308,6 +9364,7 @@
   "LSHARE": "LSHARE",
   "LSILVER": "Lyfe Silver",
   "LSK": "Lisk",
+  "LSKV1": "Lisk v1",
   "LSP": "Lumenswap",
   "LSPHERE": "Lunasphere",
   "LSR": "LaserEyes",
@@ -9456,7 +9513,7 @@
   "LZ": "LaunchZone",
   "LZM": "LoungeM",
   "LZUSDC": "LayerZero Bridged USDC (Fantom)",
-  "M": "MetaVerse-M",
+  "M": "MemeCore",
   "M1": "SupplyShock",
   "M2O": "M2O Token",
   "M3M3": "M3M3",
@@ -9466,6 +9523,7 @@
   "MABA": "Make America Based Again",
   "MAC": "MachineCoin",
   "MACHO": "macho",
+  "MACRO": "Macro Millions",
   "MADA": "MilkADA",
   "MADAGASCARTOKEN": "Madagascar Token",
   "MADANA": "MADANA",
@@ -9492,6 +9550,7 @@
   "MAGAF": "MAGA FRENS",
   "MAGAHAT": "MAGA Hat",
   "MAGAIBA": "Magaiba",
+  "MAGAL": "Magallaneer",
   "MAGAN": "Maganomics On Solana",
   "MAGANOMICS": "Maganomics",
   "MAGAP": "MAGA PEPE",
@@ -9579,6 +9638,7 @@
   "MARI": "MarijuanaCoin",
   "MARIC": "Maricoin",
   "MARIE": "Marie Rose",
+  "MARIEROSE": "Marie",
   "MARIO": "MARIO CEO",
   "MARK": "Benchmark Protocol",
   "MARKE": "Market Ledger",
@@ -9592,6 +9652,7 @@
   "MARSC": "MarsCoin",
   "MARSCOIN": "MarsCoin",
   "MARSH": "Unmarshal",
+  "MARSMI": "MarsMi",
   "MARSO": "Marso.Tech",
   "MARSRISE": "MarsRise",
   "MARSUPILAMI": "MARSUPILAMI INU",
@@ -9678,6 +9739,7 @@
   "MBET": "MoonBet",
   "MBF": "MoonBear.Finance",
   "MBG": "MBG Token",
+  "MBGA": "MBGA",
   "MBI": "Monster Byte Inc",
   "MBID": "myBID",
   "MBILLY": "MAMA BILLY",
@@ -9770,6 +9832,7 @@
   "MDX": "Mdex (BSC)",
   "MDXH": "Mdex (HECO)",
   "ME": "Magic Eden",
+  "MEA": "MECCA",
   "MEAN": "Meanfi",
   "MEB": "Meblox Protocol",
   "MEC": "MegaCoin",
@@ -9914,6 +9977,7 @@
   "METAUFO": "MetaUFO",
   "METAV": "METAVERSE",
   "METAVE": "Metaverse Convergence",
+  "METAVERSEM": "MetaVerse-M",
   "METAVERSEX": "MetaverseX",
   "METAVIE": "Metavie",
   "METAVPAD": "MetaVPad",
@@ -10018,6 +10082,7 @@
   "MIKS": "MIKS COIN",
   "MIL": "Milllionaire Coin",
   "MILA": "MILADY MEME TOKEN",
+  "MILC": "Micro Licensing Coin",
   "MILE": "milestoneBased",
   "MILEI": "MILEI",
   "MILK": "MilkyWay",
@@ -10026,6 +10091,7 @@
   "MILKSHAKE": "Milkshake Swap",
   "MILKYWAY": "MilkyWayZone",
   "MILLI": "Million",
+  "MILLIMV1": "Millimeter v1",
   "MILLY": "milly",
   "MILO": "Milo Inu",
   "MILOCEO": "Milo CEO",
@@ -10045,6 +10111,7 @@
   "MINDC": "MindCoin",
   "MINDCOIN": "MindCoin",
   "MINDEX": "Mindexcoin",
+  "MINDFAK": "Mindfak By Matt Furie",
   "MINDGENE": "Mind Gene",
   "MINDS": "Minds",
   "MINDSYNC": "Mindsync",
@@ -10166,6 +10233,7 @@
   "MMIT": "MangoMan Intelligent",
   "MMNXT": "MMNXT",
   "MMO": "MMOCoin",
+  "MMON": "Multiverse Monkey",
   "MMPRO": "Market Making Pro",
   "MMS": "Marsverse",
   "MMSC": "MMSC PLATFORM",
@@ -10370,6 +10438,7 @@
   "MOOO": "Hashtagger",
   "MOOV": "dotmoovs",
   "MOOX": "Moox Protocol",
+  "MOOXV1": "Moox Protocol v1",
   "MOPS": "Mops",
   "MOR": "Morpheus",
   "MORA": "Meliora",
@@ -10394,6 +10463,7 @@
   "MOTH": "MOTH",
   "MOTHER": "Mother Iggy",
   "MOTI": "Motion",
+  "MOTION": "motion",
   "MOTO": "Motocoin",
   "MOUND": "Mound Token",
   "MOUTAI": "Moutai",
@@ -10481,6 +10551,7 @@
   "MSHEESHA": "Sheesha Finance Polygon",
   "MSHIB": "Magic Shiba Starter",
   "MSHIP": "MetaShipping",
+  "MSIA": "Messiah",
   "MSN": "Meson.Network",
   "MSOL": "Marinade Staked SOL",
   "MSOT": "BTour Chain",
@@ -10701,6 +10772,7 @@
   "NANJ": "NANJCOIN",
   "NANO": "Nano",
   "NAO": "Nettensor",
+  "NAORIS": "Naoris Protocol",
   "NAOS": "NAOS Finance",
   "NAP": "Napoli Fan Token",
   "NARCO": "Mr. Narco",
@@ -10830,7 +10902,8 @@
   "NERD": "Nerd Bot",
   "NERDS": "NERDS",
   "NERF": "Neural Radiance Field",
-  "NERO": "Nero Token",
+  "NERO": "NERO Chain",
+  "NEROTOKEN": "Nero Token",
   "NERVE": "NERVE",
   "NES": "Nest AI",
   "NESS": "Ness LAB",
@@ -10893,6 +10966,7 @@
   "NEXMI": "NexMillionaires",
   "NEXMS": "NexMillionaires",
   "NEXO": "NEXO",
+  "NEXOR": "Nexora",
   "NEXT": "Connext Network",
   "NEXTEX": "Next.exchange Token",
   "NEXTEXV1": "Next.exchange Token v1",
@@ -11034,6 +11108,7 @@
   "NNT": "Nunu Spirits",
   "NOA": "NOA PLAY",
   "NOAH": "NOAHCOIN",
+  "NOBIKO": "Longcat",
   "NOBL": "NobleCoin",
   "NOBODY": "Nobody Sausage",
   "NOBS": "No BS Crypto",
@@ -11421,6 +11496,7 @@
   "OMNILAYER": "Omni",
   "OMNIR": "Omni Real Estate Token",
   "OMNIX": "OmniBotX",
+  "OMNIXIO": "OMNIX",
   "OMNOM": "Doge Eat Doge",
   "OMNOMN": "Omega Network",
   "OMT": "Mars Token",
@@ -11439,6 +11515,7 @@
   "ONET": "ONE Token",
   "ONEX": "ONE TECH",
   "ONF": "ONF Token",
+  "ONFA": "ONFA Hope",
   "ONGAS": "Ontology Gas",
   "ONI": "ONINO",
   "ONIG": "Onigiri",
@@ -11485,6 +11562,7 @@
   "OPENP": "Open Platform",
   "OPENRI": "Open Rights Exchange",
   "OPENSOURCE": "Open Source Network",
+  "OPENVC": "OpenVoiceCoin",
   "OPENW": "OpenWorld",
   "OPENX": "OpenSwap Optimism Token",
   "OPEPE": "Optimism PEPE",
@@ -11640,6 +11718,7 @@
   "OWNDATA": "OWNDATA",
   "OWNLY": "Ownly",
   "OWO": "SoMon",
+  "OWOCOIN": "Owo",
   "OX": "Open Exchange Token",
   "OXAI": "OxAI.com",
   "OXB": "Oxbull Tech",
@@ -11737,6 +11816,7 @@
   "PAR": "Parachute",
   "PARA": "Paralink Network",
   "PARAB": "Parabolic",
+  "PARABO": "PARABOLIC AI",
   "PARAD": "Paradox",
   "PARADOX": "The Paradox Metaverse",
   "PARAG": "Paragon Network",
@@ -11864,6 +11944,7 @@
   "PEAS": "Peapods Finance",
   "PEBIRD": "PEPE BIRD",
   "PEC": "PeaceCoin",
+  "PECH": "PEPE CASH",
   "PECL": "PECland",
   "PED": "PEDRO",
   "PEDRO": "Pedro The Raccoon",
@@ -12170,6 +12251,7 @@
   "PIZZACOIN": "PizzaCoin",
   "PIZZASWAP": "PizzaSwap",
   "PJM": "Pajama.Finance",
+  "PJN": "PJN",
   "PKB": "ParkByte",
   "PKC": "Pikciochain",
   "PKD": "PetKingdom",
@@ -12255,6 +12337,7 @@
   "PLY": "Aurigami",
   "PLYR": "PLYR L1",
   "PLZ": "PLUNZ",
+  "PM": "PumpMeme",
   "PMA": "PumaPay",
   "PMD": "Pandemic Multiverse",
   "PME": "DogePome",
@@ -12310,6 +12393,7 @@
   "POGAI": "POGAI",
   "POGS": "POG",
   "POINT": "SportPoint",
+  "POINTS": "POINTS",
   "POK": "Pokmonsters",
   "POKEGROK": "PokeGROK",
   "POKEM": "Pokemonio",
@@ -12521,6 +12605,7 @@
   "PROTOCOLZ": "Protocol Zero",
   "PROTON": "Proton",
   "PROUD": "PROUD Money",
+  "PROVE": "Succinct",
   "PROXI": "PROXI",
   "PRP": "Pepe Prime",
   "PRPS": "Purpose",
@@ -12618,6 +12703,7 @@
   "PUMPY": "WOW MOON LAMBO PUMPPPPPPY",
   "PUN": "Punkko",
   "PUNCH": "PUNCHWORD",
+  "PUNCHI": "Punchimals",
   "PUNDIAI": "Pundi AI",
   "PUNDIX": "Pundi X",
   "PUNDU": "Pundu",
@@ -12711,6 +12797,7 @@
   "QAC": "Quasarcoin",
   "QAI": "QuantixAI",
   "QANX": "QANplatform",
+  "QANXV2": "QANplatform v2",
   "QARK": "QANplatform",
   "QASH": "Quoine Liquid",
   "QAU": "Quantum",
@@ -13137,6 +13224,7 @@
   "RHINOMARS": "RhinoMars",
   "RHOC": "RChain",
   "RHP": "Rhypton Club",
+  "RHUB": "ROLLHUB",
   "RIA": "aRIA Currency",
   "RIB": "Ribus",
   "RIBB": "Ribbit",
@@ -13177,6 +13265,7 @@
   "RINTARO": "Rintaro",
   "RINU": "Raichu Inu",
   "RIO": "Realio Network",
+  "RION": "Hyperion",
   "RIOT": "Riot Racers",
   "RIOV1": "Realio Network v1",
   "RIP": "Fantom Doge",
@@ -13383,13 +13472,16 @@
   "RUBIT": "Rublebit",
   "RUBIUS": "Rubius",
   "RUBIX": "Rubix",
+  "RUBMEME": "Reverse Unit Bias",
   "RUBX": "eToro Russian Ruble",
   "RUBY": "RubyToken",
   "RUBYEX": "Ruby.Exchange",
   "RUC": "Rush",
   "RUFF": "Ruff",
-  "RUG": "Rug",
+  "RUG": "RUGMAN",
   "RUGA": "RUGAME",
+  "RUGMONEY": "Rug",
+  "RUGPROOF": "Launchpad",
   "RUGPULL": "Captain Rug Pull",
   "RUGZ": "pulltherug.finance",
   "RULER": "Ruler Protocol",
@@ -13491,6 +13583,7 @@
   "SAFEREUM": "Safereum",
   "SAFES": "SafeSwap",
   "SAFESTAR": "Safe Star",
+  "SAFESV1": "SafeSwap v1",
   "SAFET": "SafemoonTon",
   "SAFEX": "SafeExchangeCoin",
   "SAFLE": "Safle",
@@ -13550,6 +13643,7 @@
   "SAPP": "Sapphire",
   "SAPPC": "SappChat",
   "SAR": "Saren",
+  "SARA": "Pulsara",
   "SARCO": "Sarcophagus",
   "SARM": "Stella Armada",
   "SAROS": "Saros",
@@ -13676,6 +13770,7 @@
   "SCSX": "Secure Cash",
   "SCT": "SuperCells",
   "SCTK": "SharesChain",
+  "SCTRL": "SOLCONTROL",
   "SCUBA": "Scuba Dog",
   "SCY": "Synchrony",
   "SD": "Stader",
@@ -14026,6 +14121,7 @@
   "SILVERWAY": "Silverway",
   "SIM": "Simpson",
   "SIMBA": "SIMBA The Sloth",
+  "SIMON": "Simon the Gator",
   "SIMP": "SO-COL",
   "SIMPLE": "SimpleChain",
   "SIMPS": "Simpson MAGA",
@@ -14120,6 +14216,7 @@
   "SLA": "SUPERLAUNCH",
   "SLAM": "Slam Token",
   "SLAP": "CatSlap",
+  "SLAPS": "Slap",
   "SLAVI": "Slavi Coin",
   "SLAYER": "ThreatSlayerAI by Virtuals",
   "SLB": "Solberg",
@@ -14336,6 +14433,7 @@
   "SOLAMA": "Solama",
   "SOLAMB": "SOLAMB",
   "SOLAN": "Solana Beach",
+  "SOLANACORN": "Solanacorn",
   "SOLANAP": "Solana Poker",
   "SOLANAS": "Solana Swap",
   "SOLANATREASURY": "Solana Treasury Machine",
@@ -14571,6 +14669,7 @@
   "SPURS": "Tottenham Hotspur Fan Token",
   "SPWN": "Bitspawn",
   "SPX": "SPX6900",
+  "SPX6969": "SPX 6969",
   "SPXC": "SpaceXCoin",
   "SPY": "Smarty Pay",
   "SPYRO": "SPYRO",
@@ -14880,6 +14979,7 @@
   "SUMI": "SUMI",
   "SUMMER": "Summer",
   "SUMMIT": "Summit",
+  "SUMMITTHE": "SUMMIT",
   "SUMO": "Sumokoin",
   "SUN": "Sun Token",
   "SUNC": "Sunrise",
@@ -15087,6 +15187,7 @@
   "TALE": "PrompTale AI",
   "TALENT": "Talent Protocol",
   "TALES": "Tales of Pepe",
+  "TALEX": "TaleX",
   "TALIS": "Talis Protocol",
   "TALK": "Talken",
   "TAMA": "Tamadoge",
@@ -15197,6 +15298,7 @@
   "TDX": "Tidex Token",
   "TEA": "TeaDAO",
   "TEAM": "TeamUP",
+  "TEARS": "Liberals Tears",
   "TEC": "TeCoin",
   "TECAR": "Tesla Cars",
   "TECH": "TechCoin",
@@ -15461,8 +15563,10 @@
   "TOC": "TouchCon",
   "TODAY": "TodayCoin",
   "TODD": "TURBO TODD",
+  "TOG": "Token of Games",
   "TOK": "Tokai",
   "TOKA": "Tonka Finance",
+  "TOKABU": "Tokabu",
   "TOKAMAK": "Tokamak Network",
   "TOKAU": "Tokyo AU",
   "TOKC": "Tokyo Coin",
@@ -15550,6 +15654,7 @@
   "TOWELI": "Towelie",
   "TOWER": "Tower",
   "TOWN": "Town Star",
+  "TOWNS": "Towns",
   "TOX": "INTOverse",
   "TOXI": "ToxicGarden.finance SEED",
   "TOYBOX": "Memefi Toybox 404",
@@ -15562,6 +15667,7 @@
   "TPG": "Troll Payment",
   "TPRO": "TPRO Network",
   "TPT": "Token Pocket",
+  "TPTU": "Trading and Payment Token",
   "TPU": "TensorSpace",
   "TPV": "TravGoPV",
   "TPY": "Thrupenny",
@@ -15608,8 +15714,9 @@
   "TREAT": "Shiba Inu Treat",
   "TREB": "Treble",
   "TRECENTO": "Trecento Blockchain Capital",
-  "TREE": "Tree",
+  "TREE": "Treehouse",
   "TREEB": "Retreeb",
+  "TREEOFALPHA": "Tree",
   "TREMP": "Doland Tremp",
   "TRENCHER": "Trencher",
   "TRESTLE": "TRESTLE",
@@ -15646,6 +15753,7 @@
   "TROGE": "Troge",
   "TROLL": "TROLL",
   "TROLLC": "Trollcoin",
+  "TROLLGE": "TROLLGE",
   "TROLLHEIM": "Trollheim",
   "TROLLICTO": "TROLLI CTO",
   "TROLLMODE": "TROLL MODE",
@@ -15807,6 +15915,7 @@
   "TUSD": "True USD",
   "TUSDV1": "True USD v1",
   "TUT": "Tutorial",
+  "TUTC": "TUTUT COIN",
   "TUTELLUS": "Tutellus",
   "TUTTER": "Tutter",
   "TUX": "Tux The Penguin",
@@ -15932,6 +16041,7 @@
   "UGOLD": "UGOLD Inc.",
   "UGT": "Universal Games Token",
   "UHP": "Ulgen Hash Power",
+  "UI": "uiui",
   "UIBT": "Unibit",
   "UIM": "UNIVERSE ISLAND",
   "UIN": "Alliance Chain",
@@ -16016,6 +16126,7 @@
   "UNIT": "Universal Currency",
   "UNIT0": "UNIT0",
   "UNITARYSTATUS": "UnitaryStatus Dollar",
+  "UNITE": "Unite",
   "UNITED": "UnitedCoins",
   "UNITRADE": "UniTrade",
   "UNITREEAI": "Unitree G1 AI",
@@ -16065,6 +16176,7 @@
   "UR": "UR",
   "URAC": "Uranus",
   "URALS": "Urals Coin",
+  "URANUS": "Uranus",
   "URFA": "Urfaspor Token",
   "URMOM": "urmom",
   "URO": "Urolithin A",
@@ -16237,7 +16349,7 @@
   "VANT": "Vanta Network",
   "VANY": "Vanywhere",
   "VAPE": "VAPE",
-  "VAPOR": "Vaporcoin",
+  "VAPOR": "Hypervapor",
   "VARA": "Vara Network",
   "VARIUS": "Varius",
   "VARK": "Aardvark",
@@ -16289,8 +16401,9 @@
   "VEEN": "LIVEEN",
   "VEG": "BitVegan",
   "VEGA": "Vega Protocol",
-  "VEGAS": "Vegasino",
+  "VEGAS": "Vegas",
   "VEGASI": "Vegas Inu Token",
+  "VEGASINO": "Vegasino",
   "VEGE": "Vege Token",
   "VEIL": "VEIL",
   "VEKTOR": "VEKTOR",
@@ -16388,6 +16501,7 @@
   "VIRES": "Vires Finance",
   "VIRTU": "VIRTUCLOUD",
   "VIRTUAL": "Virtual Protocol",
+  "VIRTUALMINING": "VirtualMining Coin",
   "VIRTUM": "VIRTUMATE",
   "VIS": "Vigorus",
   "VISIO": "Visio",
@@ -16435,7 +16549,7 @@
   "VLXPAD": "VelasPad",
   "VMANTA": "Bifrost Voucher MANTA",
   "VMATIC": "Venus MATIC",
-  "VMC": "VirtualMining Coin",
+  "VMC": "VMS Classic",
   "VME": "TrueVett",
   "VMINT": "Volumint",
   "VMPX": "VMPX (Ordinals)",
@@ -16521,6 +16635,7 @@
   "VSG": "Vitalik Smart Gas",
   "VSHARE": "V3S Share",
   "VSL": "vSlice",
+  "VSN": "Vision",
   "VSO": "Verso",
   "VSOL": "VSolidus",
   "VSP": "Vesper Finance",
@@ -16757,6 +16872,7 @@
   "WEN": "Wen",
   "WEND": "Wellnode",
   "WENIS": "WenisCoin",
+  "WENL": "Wen Lambo Financial",
   "WENLAMBO": "Wenlambo",
   "WEOS": "Wrapped EOS",
   "WEPC": "World Earn & Play Community",
@@ -17535,6 +17651,7 @@
   "YES": "YES Money",
   "YESCOIN": "YesCoin",
   "YESP": "Yesports",
+  "YESTOKEN": "Yes Token",
   "YESW": "Yes World",
   "YETI": "Yeti Finance",
   "YETIUSD": "YUSD Stablecoin",
@@ -17665,7 +17782,8 @@
   "ZARP": "ZARP Stablecoin",
   "ZARX": "eToro South African Rand",
   "ZASH": "ZIMBOCASH",
-  "ZAT": "ZatGo",
+  "ZAT": "zkApes",
+  "ZATGO": "ZatGo",
   "ZAZA": "ZAZA",
   "ZAZU": "Zazu",
   "ZAZZLES": "Zazzles",

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

@@ -50,12 +50,15 @@ export class RedactValuesInResponseInterceptor<T>
               'feeInBaseCurrency',
               'grossPerformance',
               'grossPerformanceWithCurrencyEffect',
+              'interestInBaseCurrency',
               'investment',
               'netPerformance',
               'netPerformanceWithCurrencyEffect',
               'quantity',
               'symbolMapping',
               'totalBalanceInBaseCurrency',
+              'totalDividendInBaseCurrency',
+              'totalInterestInBaseCurrency',
               'totalValueInBaseCurrency',
               'unitPrice',
               'value',

apps/api/src/models/rules/account-cluster-risk/current-investment.ts

@@ -124,7 +124,7 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,
-      isActive: xRayRules?.[this.getKey()].isActive ?? true,
+      isActive: xRayRules?.[this.getKey()]?.isActive ?? true,
       thresholdMax: xRayRules?.[this.getKey()]?.thresholdMax ?? 0.5
     };
   }

apps/api/src/models/rules/account-cluster-risk/single-account.ts

@@ -74,7 +74,7 @@ export class AccountClusterRiskSingleAccount extends Rule<RuleSettings> {
 
   public getSettings({ xRayRules }: UserSettings): RuleSettings {
     return {
-      isActive: xRayRules?.[this.getKey()].isActive ?? true
+      isActive: xRayRules?.[this.getKey()]?.isActive ?? true
     };
   }
 }

apps/api/src/models/rules/currency-cluster-risk/base-currency-current-investment.ts

@@ -100,7 +100,7 @@ export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule<Setti
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,
-      isActive: xRayRules?.[this.getKey()].isActive ?? true
+      isActive: xRayRules?.[this.getKey()]?.isActive ?? true
     };
   }
 }

apps/api/src/models/rules/currency-cluster-risk/current-investment.ts

@@ -101,7 +101,7 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,
-      isActive: xRayRules?.[this.getKey()].isActive ?? true,
+      isActive: xRayRules?.[this.getKey()]?.isActive ?? true,
       thresholdMax: xRayRules?.[this.getKey()]?.thresholdMax ?? 0.5
     };
   }

apps/api/src/models/rules/emergency-fund/emergency-fund-setup.ts

@@ -62,7 +62,7 @@ export class EmergencyFundSetup extends Rule<Settings> {
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,
-      isActive: xRayRules?.[this.getKey()].isActive ?? true
+      isActive: xRayRules?.[this.getKey()]?.isActive ?? true
     };
   }
 }

apps/api/src/models/rules/fees/fee-ratio-initial-investment.ts

@@ -85,7 +85,7 @@ export class FeeRatioInitialInvestment extends Rule<Settings> {
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,
-      isActive: xRayRules?.[this.getKey()].isActive ?? true,
+      isActive: xRayRules?.[this.getKey()]?.isActive ?? true,
       thresholdMax: xRayRules?.[this.getKey()]?.thresholdMax ?? 0.01
     };
   }

apps/api/src/models/rules/liquidity/buying-power.ts

@@ -0,0 +1,90 @@
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
+import { Rule } from '@ghostfolio/api/models/rule';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
+import { I18nService } from '@ghostfolio/api/services/i18n/i18n.service';
+import { UserSettings } from '@ghostfolio/common/interfaces';
+
+export class BuyingPower extends Rule<Settings> {
+  private buyingPower: number;
+
+  public constructor(
+    protected exchangeRateDataService: ExchangeRateDataService,
+    private i18nService: I18nService,
+    buyingPower: number,
+    languageCode: string
+  ) {
+    super(exchangeRateDataService, {
+      languageCode,
+      key: BuyingPower.name
+    });
+
+    this.buyingPower = buyingPower;
+  }
+
+  public evaluate(ruleSettings: Settings) {
+    if (this.buyingPower < ruleSettings.thresholdMin) {
+      return {
+        evaluation: this.i18nService.getTranslation({
+          id: 'rule.liquidityBuyingPower.false',
+          languageCode: this.getLanguageCode(),
+          placeholders: {
+            baseCurrency: ruleSettings.baseCurrency,
+            thresholdMin: ruleSettings.thresholdMin
+          }
+        }),
+        value: false
+      };
+    }
+
+    return {
+      evaluation: this.i18nService.getTranslation({
+        id: 'rule.liquidityBuyingPower.true',
+        languageCode: this.getLanguageCode(),
+        placeholders: {
+          baseCurrency: ruleSettings.baseCurrency,
+          thresholdMin: ruleSettings.thresholdMin
+        }
+      }),
+      value: true
+    };
+  }
+
+  public getCategoryName() {
+    return this.i18nService.getTranslation({
+      id: 'rule.liquidity.category',
+      languageCode: this.getLanguageCode()
+    });
+  }
+
+  public getConfiguration() {
+    return {
+      threshold: {
+        max: 200000,
+        min: 0,
+        step: 1000,
+        unit: ''
+      },
+      thresholdMin: true
+    };
+  }
+
+  public getName() {
+    return this.i18nService.getTranslation({
+      id: 'rule.liquidityBuyingPower',
+      languageCode: this.getLanguageCode()
+    });
+  }
+
+  public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
+    return {
+      baseCurrency,
+      isActive: xRayRules?.[this.getKey()]?.isActive ?? true,
+      thresholdMin: xRayRules?.[this.getKey()]?.thresholdMin ?? 0
+    };
+  }
+}
+
+interface Settings extends RuleSettings {
+  baseCurrency: string;
+  thresholdMin: number;
+}

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

@@ -40,9 +40,6 @@ export class ConfigurationService {
       DATA_SOURCES_GHOSTFOLIO_DATA_PROVIDER: json({
         default: []
       }),
-      DATA_SOURCES_LEGACY: json({
-        default: []
-      }),
       ENABLE_FEATURE_FEAR_AND_GREED_INDEX: bool({ default: false }),
       ENABLE_FEATURE_READ_ONLY_MODE: bool({ default: false }),
       ENABLE_FEATURE_SOCIAL_LOGIN: bool({ default: false }),

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

@@ -17,6 +17,7 @@ import { Cron, CronExpression } from '@nestjs/schedule';
 
 @Injectable()
 export class CronService {
+  private static readonly EVERY_HOUR_AT_RANDOM_MINUTE = `${new Date().getMinutes()} * * * *`;
   private static readonly EVERY_SUNDAY_AT_LUNCH_TIME = '0 12 * * 0';
 
   public constructor(
@@ -28,8 +29,8 @@ export class CronService {
     private readonly userService: UserService
   ) {}
 
-  @Cron(CronExpression.EVERY_HOUR)
-  public async runEveryHour() {
+  @Cron(CronService.EVERY_HOUR_AT_RANDOM_MINUTE)
+  public async runEveryHourAtRandomMinute() {
     if (await this.isDataGatheringEnabled()) {
       await this.dataGatheringService.gather7Days();
     }

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

@@ -78,7 +78,7 @@ export class CoinGeckoService implements DataProviderInterface {
     } catch (error) {
       let message = error;
 
-      if (error?.name === 'AbortError') {
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
         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') / 1000
         ).toFixed(3)} seconds`;
@@ -196,8 +196,10 @@ export class CoinGeckoService implements DataProviderInterface {
     } catch (error) {
       let message = error;
 
-      if (error?.name === 'AbortError') {
-        message = `RequestError: The operation to get the quotes was aborted because the request to the data provider took more than ${(
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
+        message = `RequestError: The operation to get the quotes for ${symbols.join(
+          ', '
+        )} was aborted because the request to the data provider took more than ${(
           this.configurationService.get('REQUEST_TIMEOUT') / 1000
         ).toFixed(3)} seconds`;
       }
@@ -212,15 +214,16 @@ export class CoinGeckoService implements DataProviderInterface {
     return 'bitcoin';
   }
 
-  public async search({ query }: GetSearchParams): Promise<LookupResponse> {
+  public async search({
+    query,
+    requestTimeout = this.configurationService.get('REQUEST_TIMEOUT')
+  }: GetSearchParams): Promise<LookupResponse> {
     let items: LookupItem[] = [];
 
     try {
       const { coins } = await fetch(`${this.apiUrl}/search?query=${query}`, {
         headers: this.headers,
-        signal: AbortSignal.timeout(
-          this.configurationService.get('REQUEST_TIMEOUT')
-        )
+        signal: AbortSignal.timeout(requestTimeout)
       }).then((res) => res.json());
 
       items = coins.map(({ id: symbol, name }) => {
@@ -237,7 +240,7 @@ export class CoinGeckoService implements DataProviderInterface {
     } catch (error) {
       let message = error;
 
-      if (error?.name === 'AbortError') {
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
         message = `RequestError: The operation to search for ${query} was aborted because the request to the data provider took more than ${(
           this.configurationService.get('REQUEST_TIMEOUT') / 1000
         ).toFixed(3)} seconds`;

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

@@ -163,7 +163,7 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
   public async getAssetProfile(
     aSymbol: string
   ): Promise<Partial<SymbolProfile>> {
-    const response: Partial<SymbolProfile> = {};
+    let response: Partial<SymbolProfile> = {};
 
     try {
       let symbol = aSymbol;
@@ -241,10 +241,13 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
       }
 
       const url = assetProfile.summaryProfile?.website;
+
       if (url) {
         response.url = url;
       }
     } catch (error) {
+      response = undefined;
+
       if (error.message === `Quote not found for symbol: ${aSymbol}`) {
         throw new AssetProfileDelistedError(
           `No data found, ${aSymbol} (${this.getName()}) may be delisted`

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

@@ -26,13 +26,12 @@ import {
   LookupItem,
   LookupResponse
 } from '@ghostfolio/common/interfaces';
-import { hasRole } from '@ghostfolio/common/permissions';
 import type { Granularity, UserWithSettings } from '@ghostfolio/common/types';
 
 import { Inject, Injectable, Logger, OnModuleInit } from '@nestjs/common';
 import { DataSource, MarketData, SymbolProfile } from '@prisma/client';
 import { Big } from 'big.js';
-import { eachDayOfInterval, format, isBefore, isValid } from 'date-fns';
+import { eachDayOfInterval, format, isValid } from 'date-fns';
 import { groupBy, isEmpty, isNumber, uniqWith } from 'lodash';
 import ms from 'ms';
 
@@ -108,7 +107,9 @@ export class DataProviderService implements OnModuleInit {
 
         promises.push(
           promise.then((symbolProfile) => {
-            response[symbol] = symbolProfile;
+            if (symbolProfile) {
+              response[symbol] = symbolProfile;
+            }
           })
         );
       }
@@ -160,25 +161,9 @@ export class DataProviderService implements OnModuleInit {
     return DataSource[this.configurationService.get('DATA_SOURCE_IMPORT')];
   }
 
-  public async getDataSources({
-    includeGhostfolio = false,
-    user
-  }: {
-    includeGhostfolio?: boolean;
-    user: UserWithSettings;
-  }): Promise<DataSource[]> {
-    let dataSourcesKey: 'DATA_SOURCES' | 'DATA_SOURCES_LEGACY' = 'DATA_SOURCES';
-
-    if (
-      !hasRole(user, 'ADMIN') &&
-      isBefore(user.createdAt, new Date('2025-03-23')) &&
-      this.configurationService.get('DATA_SOURCES_LEGACY')?.length > 0
-    ) {
-      dataSourcesKey = 'DATA_SOURCES_LEGACY';
-    }
-
+  public async getDataSources(): Promise<DataSource[]> {
     const dataSources: DataSource[] = this.configurationService
-      .get(dataSourcesKey)
+      .get('DATA_SOURCES')
       .map((dataSource) => {
         return DataSource[dataSource];
       });
@@ -187,7 +172,7 @@ export class DataProviderService implements OnModuleInit {
       PROPERTY_API_KEY_GHOSTFOLIO
     );
 
-    if (includeGhostfolio || ghostfolioApiKey) {
+    if (ghostfolioApiKey) {
       dataSources.push('GHOSTFOLIO');
     }
 
@@ -634,7 +619,7 @@ export class DataProviderService implements OnModuleInit {
       return { items: lookupItems };
     }
 
-    const dataSources = await this.getDataSources({ user });
+    const dataSources = await this.getDataSources();
 
     const dataProviderServices = dataSources.map((dataSource) => {
       return this.getDataProvider(DataSource[dataSource]);

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

@@ -51,18 +51,26 @@ export class EodHistoricalDataService implements DataProviderInterface {
   }
 
   public async getAssetProfile({
+    requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
     symbol
   }: GetAssetProfileParams): Promise<Partial<SymbolProfile>> {
-    const [searchResult] = await this.getSearchResult(symbol);
+    const [searchResult] = await this.getSearchResult({
+      requestTimeout,
+      query: symbol
+    });
+
+    if (!searchResult) {
+      return undefined;
+    }
 
     return {
       symbol,
-      assetClass: searchResult?.assetClass,
-      assetSubClass: searchResult?.assetSubClass,
-      currency: this.convertCurrency(searchResult?.currency),
+      assetClass: searchResult.assetClass,
+      assetSubClass: searchResult.assetSubClass,
+      currency: this.convertCurrency(searchResult.currency),
       dataSource: this.getName(),
-      isin: searchResult?.isin,
-      name: searchResult?.name
+      isin: searchResult.isin,
+      name: searchResult.name
     };
   }
 
@@ -282,8 +290,10 @@ export class EodHistoricalDataService implements DataProviderInterface {
     } catch (error) {
       let message = error;
 
-      if (error?.name === 'AbortError') {
-        message = `RequestError: The operation to get the quotes was aborted because the request to the data provider took more than ${(
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
+        message = `RequestError: The operation to get the quotes for ${symbols.join(
+          ', '
+        )} was aborted because the request to the data provider took more than ${(
           this.configurationService.get('REQUEST_TIMEOUT') / 1000
         ).toFixed(3)} seconds`;
       }
@@ -298,8 +308,11 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return 'AAPL.US';
   }
 
-  public async search({ query }: GetSearchParams): Promise<LookupResponse> {
-    const searchResult = await this.getSearchResult(query);
+  public async search({
+    query,
+    requestTimeout = this.configurationService.get('REQUEST_TIMEOUT')
+  }: GetSearchParams): Promise<LookupResponse> {
+    const searchResult = await this.getSearchResult({ query, requestTimeout });
 
     return {
       items: searchResult
@@ -388,7 +401,13 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return name;
   }
 
-  private async getSearchResult(aQuery: string) {
+  private async getSearchResult({
+    query,
+    requestTimeout = this.configurationService.get('REQUEST_TIMEOUT')
+  }: {
+    query: string;
+    requestTimeout?: number;
+  }) {
     let searchResult: (LookupItem & {
       assetClass: AssetClass;
       assetSubClass: AssetSubClass;
@@ -397,11 +416,9 @@ export class EodHistoricalDataService implements DataProviderInterface {
 
     try {
       const response = await fetch(
-        `${this.URL}/search/${aQuery}?api_token=${this.apiKey}`,
+        `${this.URL}/search/${query}?api_token=${this.apiKey}`,
         {
-          signal: AbortSignal.timeout(
-            this.configurationService.get('REQUEST_TIMEOUT')
-          )
+          signal: AbortSignal.timeout(requestTimeout)
         }
       ).then((res) => res.json());
 
@@ -426,8 +443,8 @@ export class EodHistoricalDataService implements DataProviderInterface {
     } catch (error) {
       let message = error;
 
-      if (error?.name === 'AbortError') {
-        message = `RequestError: The operation to search for ${aQuery} was aborted because the request to the data provider took more than ${(
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
+        message = `RequestError: The operation to search for ${query} was aborted because the request to the data provider took more than ${(
           this.configurationService.get('REQUEST_TIMEOUT') / 1000
         ).toFixed(3)} seconds`;
       }

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

@@ -64,7 +64,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
     symbol
   }: GetAssetProfileParams): Promise<Partial<SymbolProfile>> {
-    const response: Partial<SymbolProfile> = {
+    let response: Partial<SymbolProfile> = {
       symbol,
       dataSource: this.getName()
     };
@@ -201,8 +201,9 @@ export class FinancialModelingPrepService implements DataProviderInterface {
       }
     } catch (error) {
       let message = error;
+      response = undefined;
 
-      if (error?.name === 'AbortError') {
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
         message = `RequestError: The operation to get the asset profile for ${symbol} was aborted because the request to the data provider took more than ${(
           requestTimeout / 1000
         ).toFixed(3)} seconds`;
@@ -364,8 +365,13 @@ export class FinancialModelingPrepService implements DataProviderInterface {
 
       await Promise.all(
         quotes.map(({ symbol }) => {
-          return this.getAssetProfile({ symbol }).then(({ currency }) => {
-            currencyBySymbolMap[symbol] = { currency };
+          return this.getAssetProfile({
+            requestTimeout,
+            symbol
+          }).then((assetProfile) => {
+            if (assetProfile?.currency) {
+              currencyBySymbolMap[symbol] = { currency: assetProfile.currency };
+            }
           });
         })
       );
@@ -392,8 +398,10 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     } catch (error) {
       let message = error;
 
-      if (error?.name === 'AbortError') {
-        message = `RequestError: The operation to get the quotes was aborted because the request to the data provider took more than ${(
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
+        message = `RequestError: The operation to get the quotes for ${symbols.join(
+          ', '
+        )} was aborted because the request to the data provider took more than ${(
           requestTimeout / 1000
         ).toFixed(3)} seconds`;
       }
@@ -408,7 +416,10 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     return 'AAPL';
   }
 
-  public async search({ query }: GetSearchParams): Promise<LookupResponse> {
+  public async search({
+    query,
+    requestTimeout = this.configurationService.get('REQUEST_TIMEOUT')
+  }: GetSearchParams): Promise<LookupResponse> {
     const assetProfileBySymbolMap: {
       [symbol: string]: Partial<SymbolProfile>;
     } = {};
@@ -419,9 +430,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
         const result = await fetch(
           `${this.getUrl({ version: 'stable' })}/search-isin?isin=${query.toUpperCase()}&apikey=${this.apiKey}`,
           {
-            signal: AbortSignal.timeout(
-              this.configurationService.get('REQUEST_TIMEOUT')
-            )
+            signal: AbortSignal.timeout(requestTimeout)
           }
         ).then((res) => res.json());
 
@@ -469,7 +478,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     } catch (error) {
       let message = error;
 
-      if (error?.name === 'AbortError') {
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
         message = `RequestError: The operation to search for ${query} was aborted because the request to the data provider took more than ${(
           this.configurationService.get('REQUEST_TIMEOUT') / 1000
         ).toFixed(3)} seconds`;

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

@@ -51,43 +51,48 @@ export class GhostfolioService implements DataProviderInterface {
     requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
     symbol
   }: GetAssetProfileParams): Promise<Partial<SymbolProfile>> {
-    let response: DataProviderGhostfolioAssetProfileResponse = {};
+    let assetProfile: DataProviderGhostfolioAssetProfileResponse;
 
     try {
-      const assetProfile = (await fetch(
+      const response = await fetch(
         `${this.URL}/v1/data-providers/ghostfolio/asset-profile/${symbol}`,
         {
           headers: await this.getRequestHeaders(),
           signal: AbortSignal.timeout(requestTimeout)
         }
-      ).then((res) =>
-        res.json()
-      )) as DataProviderGhostfolioAssetProfileResponse;
+      );
+
+      if (!response.ok) {
+        throw new Response(await response.text(), {
+          status: response.status,
+          statusText: response.statusText
+        });
+      }
 
-      response = assetProfile;
+      assetProfile =
+        (await response.json()) as DataProviderGhostfolioAssetProfileResponse;
     } catch (error) {
       let message = error;
 
-      if (error.name === 'AbortError') {
-        message = `RequestError: The operation to get the quotes was aborted because the request to the data provider took more than ${(
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
+        message = `RequestError: The operation to get the asset profile for ${symbol} was aborted because the request to the data provider took more than ${(
           requestTimeout / 1000
         ).toFixed(3)} seconds`;
-      } else if (error.response?.statusCode === StatusCodes.TOO_MANY_REQUESTS) {
+      } else if (error?.status === StatusCodes.TOO_MANY_REQUESTS) {
         message = 'RequestError: The daily request limit has been exceeded';
-      } else if (error.response?.statusCode === StatusCodes.UNAUTHORIZED) {
-        if (!error.request?.options?.headers?.authorization?.includes('-')) {
-          message =
-            'RequestError: The provided API key is invalid. Please update it in the Settings section of the Admin Control panel.';
-        } else {
-          message =
-            'RequestError: The provided API key has expired. Please request a new one and update it in the Settings section of the Admin Control panel.';
-        }
+      } else if (
+        [StatusCodes.FORBIDDEN, StatusCodes.UNAUTHORIZED].includes(
+          error?.status
+        )
+      ) {
+        message =
+          'RequestError: The API key is invalid. Please update it in the Settings section of the Admin Control panel.';
       }
 
       Logger.error(message, 'GhostfolioService');
     }
 
-    return response;
+    return assetProfile;
   }
 
   public getDataProviderInfo(): DataProviderInfo {
@@ -108,12 +113,12 @@ export class GhostfolioService implements DataProviderInterface {
   }: GetDividendsParams): Promise<{
     [date: string]: IDataProviderHistoricalResponse;
   }> {
-    let response: {
+    let dividends: {
       [date: string]: IDataProviderHistoricalResponse;
     } = {};
 
     try {
-      const { dividends } = (await fetch(
+      const response = await fetch(
         `${this.URL}/v2/data-providers/ghostfolio/dividends/${symbol}?from=${format(from, DATE_FORMAT)}&granularity=${granularity}&to=${format(
           to,
           DATE_FORMAT
@@ -122,28 +127,34 @@ export class GhostfolioService implements DataProviderInterface {
           headers: await this.getRequestHeaders(),
           signal: AbortSignal.timeout(requestTimeout)
         }
-      ).then((res) => res.json())) as DividendsResponse;
+      );
+
+      if (!response.ok) {
+        throw new Response(await response.text(), {
+          status: response.status,
+          statusText: response.statusText
+        });
+      }
 
-      response = dividends;
+      dividends = ((await response.json()) as DividendsResponse).dividends;
     } catch (error) {
       let message = error;
 
-      if (error.response?.statusCode === StatusCodes.TOO_MANY_REQUESTS) {
+      if (error?.status === StatusCodes.TOO_MANY_REQUESTS) {
         message = 'RequestError: The daily request limit has been exceeded';
-      } else if (error.response?.statusCode === StatusCodes.UNAUTHORIZED) {
-        if (!error.request?.options?.headers?.authorization?.includes('-')) {
-          message =
-            'RequestError: The provided API key is invalid. Please update it in the Settings section of the Admin Control panel.';
-        } else {
-          message =
-            'RequestError: The provided API key has expired. Please request a new one and update it in the Settings section of the Admin Control panel.';
-        }
+      } else if (
+        [StatusCodes.FORBIDDEN, StatusCodes.UNAUTHORIZED].includes(
+          error?.status
+        )
+      ) {
+        message =
+          'RequestError: The API key is invalid. Please update it in the Settings section of the Admin Control panel.';
       }
 
       Logger.error(message, 'GhostfolioService');
     }
 
-    return response;
+    return dividends;
   }
 
   public async getHistorical({
@@ -156,7 +167,7 @@ export class GhostfolioService implements DataProviderInterface {
     [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
   }> {
     try {
-      const { historicalData } = (await fetch(
+      const response = await fetch(
         `${this.URL}/v2/data-providers/ghostfolio/historical/${symbol}?from=${format(from, DATE_FORMAT)}&granularity=${granularity}&to=${format(
           to,
           DATE_FORMAT
@@ -165,27 +176,36 @@ export class GhostfolioService implements DataProviderInterface {
           headers: await this.getRequestHeaders(),
           signal: AbortSignal.timeout(requestTimeout)
         }
-      ).then((res) => res.json())) as HistoricalResponse;
+      );
+
+      if (!response.ok) {
+        throw new Response(await response.text(), {
+          status: response.status,
+          statusText: response.statusText
+        });
+      }
+
+      const { historicalData } = (await response.json()) as HistoricalResponse;
 
       return {
         [symbol]: historicalData
       };
     } catch (error) {
-      let message = error;
-
-      if (error.response?.statusCode === StatusCodes.TOO_MANY_REQUESTS) {
-        message = 'RequestError: The daily request limit has been exceeded';
-      } else if (error.response?.statusCode === StatusCodes.UNAUTHORIZED) {
-        if (!error.request?.options?.headers?.authorization?.includes('-')) {
-          message =
-            'RequestError: The provided API key is invalid. Please update it in the Settings section of the Admin Control panel.';
-        } else {
-          message =
-            'RequestError: The provided API key has expired. Please request a new one and update it in the Settings section of the Admin Control panel.';
-        }
+      if (error?.status === StatusCodes.TOO_MANY_REQUESTS) {
+        error.name = 'RequestError';
+        error.message =
+          'RequestError: The daily request limit has been exceeded';
+      } else if (
+        [StatusCodes.FORBIDDEN, StatusCodes.UNAUTHORIZED].includes(
+          error?.status
+        )
+      ) {
+        error.name = 'RequestError';
+        error.message =
+          'RequestError: The API key is invalid. Please update it in the Settings section of the Admin Control panel.';
       }
 
-      Logger.error(message, 'GhostfolioService');
+      Logger.error(error.message, 'GhostfolioService');
 
       throw new Error(
         `Could not get historical market data for ${symbol} (${this.getName()}) from ${format(
@@ -210,45 +230,53 @@ export class GhostfolioService implements DataProviderInterface {
   }: GetQuotesParams): Promise<{
     [symbol: string]: IDataProviderResponse;
   }> {
-    let response: { [symbol: string]: IDataProviderResponse } = {};
+    let quotes: { [symbol: string]: IDataProviderResponse } = {};
 
     if (symbols.length <= 0) {
-      return response;
+      return quotes;
     }
 
     try {
-      const { quotes } = (await fetch(
+      const response = await fetch(
         `${this.URL}/v2/data-providers/ghostfolio/quotes?symbols=${symbols.join(',')}`,
         {
           headers: await this.getRequestHeaders(),
           signal: AbortSignal.timeout(requestTimeout)
         }
-      ).then((res) => res.json())) as QuotesResponse;
+      );
 
-      response = quotes;
+      if (!response.ok) {
+        throw new Response(await response.text(), {
+          status: response.status,
+          statusText: response.statusText
+        });
+      }
+
+      quotes = ((await response.json()) as QuotesResponse).quotes;
     } catch (error) {
       let message = error;
 
-      if (error.name === 'AbortError') {
-        message = `RequestError: The operation to get the quotes was aborted because the request to the data provider took more than ${(
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
+        message = `RequestError: The operation to get the quotes for ${symbols.join(
+          ', '
+        )} was aborted because the request to the data provider took more than ${(
           requestTimeout / 1000
         ).toFixed(3)} seconds`;
-      } else if (error.response?.statusCode === StatusCodes.TOO_MANY_REQUESTS) {
+      } else if (error?.status === StatusCodes.TOO_MANY_REQUESTS) {
         message = 'RequestError: The daily request limit has been exceeded';
-      } else if (error.response?.statusCode === StatusCodes.UNAUTHORIZED) {
-        if (!error.request?.options?.headers?.authorization?.includes('-')) {
-          message =
-            'RequestError: The provided API key is invalid. Please update it in the Settings section of the Admin Control panel.';
-        } else {
-          message =
-            'RequestError: The provided API key has expired. Please request a new one and update it in the Settings section of the Admin Control panel.';
-        }
+      } else if (
+        [StatusCodes.FORBIDDEN, StatusCodes.UNAUTHORIZED].includes(
+          error?.status
+        )
+      ) {
+        message =
+          'RequestError: The API key is invalid. Please update it in the Settings section of the Admin Control panel.';
       }
 
       Logger.error(message, 'GhostfolioService');
     }
 
-    return response;
+    return quotes;
   }
 
   public getTestSymbol() {
@@ -256,36 +284,44 @@ export class GhostfolioService implements DataProviderInterface {
   }
 
   public async search({
-    requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
-    query
+    query,
+    requestTimeout = this.configurationService.get('REQUEST_TIMEOUT')
   }: GetSearchParams): Promise<LookupResponse> {
     let searchResult: LookupResponse = { items: [] };
 
     try {
-      searchResult = (await fetch(
+      const response = await fetch(
         `${this.URL}/v2/data-providers/ghostfolio/lookup?query=${query}`,
         {
           headers: await this.getRequestHeaders(),
           signal: AbortSignal.timeout(requestTimeout)
         }
-      ).then((res) => res.json())) as LookupResponse;
+      );
+
+      if (!response.ok) {
+        throw new Response(await response.text(), {
+          status: response.status,
+          statusText: response.statusText
+        });
+      }
+
+      searchResult = (await response.json()) as LookupResponse;
     } catch (error) {
       let message = error;
 
-      if (error.name === 'AbortError') {
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
         message = `RequestError: The operation to search for ${query} was aborted because the request to the data provider took more than ${(
           requestTimeout / 1000
         ).toFixed(3)} seconds`;
-      } else if (error.response?.statusCode === StatusCodes.TOO_MANY_REQUESTS) {
+      } else if (error?.status === StatusCodes.TOO_MANY_REQUESTS) {
         message = 'RequestError: The daily request limit has been exceeded';
-      } else if (error.response?.statusCode === StatusCodes.UNAUTHORIZED) {
-        if (!error.request?.options?.headers?.authorization?.includes('-')) {
-          message =
-            'RequestError: The provided API key is invalid. Please update it in the Settings section of the Admin Control panel.';
-        } else {
-          message =
-            'RequestError: The provided API key has expired. Please request a new one and update it in the Settings section of the Admin Control panel.';
-        }
+      } else if (
+        [StatusCodes.FORBIDDEN, StatusCodes.UNAUTHORIZED].includes(
+          error?.status
+        )
+      ) {
+        message =
+          'RequestError: The API key is invalid. Please update it in the Settings section of the Admin Control panel.';
       }
 
       Logger.error(message, 'GhostfolioService');

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

@@ -36,13 +36,10 @@ export class GoogleSheetsService implements DataProviderInterface {
     return true;
   }
 
-  public async getAssetProfile({
-    symbol
-  }: GetAssetProfileParams): Promise<Partial<SymbolProfile>> {
-    return {
-      symbol,
-      dataSource: this.getName()
-    };
+  public async getAssetProfile({}: GetAssetProfileParams): Promise<
+    Partial<SymbolProfile>
+  > {
+    return undefined;
   }
 
   public getDataProviderInfo(): DataProviderInfo {

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

@@ -45,21 +45,20 @@ export class ManualService implements DataProviderInterface {
   public async getAssetProfile({
     symbol
   }: GetAssetProfileParams): Promise<Partial<SymbolProfile>> {
-    const assetProfile: Partial<SymbolProfile> = {
-      symbol,
-      dataSource: this.getName()
-    };
-
     const [symbolProfile] = await this.symbolProfileService.getSymbolProfiles([
       { symbol, dataSource: this.getName() }
     ]);
 
-    if (symbolProfile) {
-      assetProfile.currency = symbolProfile.currency;
-      assetProfile.name = symbolProfile.name;
+    if (!symbolProfile) {
+      return undefined;
     }
 
-    return assetProfile;
+    return {
+      symbol,
+      currency: symbolProfile.currency,
+      dataSource: this.getName(),
+      name: symbolProfile.name
+    };
   }
 
   public getDataProviderInfo(): DataProviderInfo {

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

@@ -35,13 +35,10 @@ export class RapidApiService implements DataProviderInterface {
     return !!this.configurationService.get('API_KEY_RAPID_API');
   }
 
-  public async getAssetProfile({
-    symbol
-  }: GetAssetProfileParams): Promise<Partial<SymbolProfile>> {
-    return {
-      symbol,
-      dataSource: this.getName()
-    };
+  public async getAssetProfile({}: GetAssetProfileParams): Promise<
+    Partial<SymbolProfile>
+  > {
+    return undefined;
   }
 
   public getDataProviderInfo(): DataProviderInfo {
@@ -165,7 +162,7 @@ export class RapidApiService implements DataProviderInterface {
     } catch (error) {
       let message = error;
 
-      if (error?.name === 'AbortError') {
+      if (['AbortError', 'TimeoutError'].includes(error?.name)) {
         message = `RequestError: The operation was aborted because the request to the data provider took more than ${(
           this.configurationService.get('REQUEST_TIMEOUT') / 1000
         ).toFixed(3)} seconds`;

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

@@ -16,7 +16,6 @@ export interface Environment extends CleanedEnvAccessors {
   DATA_SOURCE_IMPORT: string;
   DATA_SOURCES: string[];
   DATA_SOURCES_GHOSTFOLIO_DATA_PROVIDER: string[];
-  DATA_SOURCES_LEGACY: string[];
   ENABLE_FEATURE_FEAR_AND_GREED_INDEX: boolean;
   ENABLE_FEATURE_READ_ONLY_MODE: boolean;
   ENABLE_FEATURE_SOCIAL_LOGIN: boolean;

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

@@ -106,9 +106,7 @@ const routes: Routes = [
   {
     path: publicRoutes.pricing.path,
     loadChildren: () =>
-      import('./pages/pricing/pricing-page.module').then(
-        (m) => m.PricingPageModule
-      )
+      import('./pages/pricing/pricing-page.routes').then((m) => m.routes)
   },
   {
     path: publicRoutes.public.path,
@@ -120,9 +118,7 @@ const routes: Routes = [
   {
     path: publicRoutes.register.path,
     loadChildren: () =>
-      import('./pages/register/register-page.module').then(
-        (m) => m.RegisterPageModule
-      )
+      import('./pages/register/register-page.routes').then((m) => m.routes)
   },
   {
     path: publicRoutes.resources.path,
@@ -132,9 +128,7 @@ const routes: Routes = [
   {
     path: publicRoutes.start.path,
     loadChildren: () =>
-      import('./pages/landing/landing-page.module').then(
-        (m) => m.LandingPageModule
-      )
+      import('./pages/landing/landing-page.routes').then((m) => m.routes)
   },
   {
     loadComponent: () =>
@@ -147,7 +141,7 @@ const routes: Routes = [
   {
     path: internalRoutes.zen.path,
     loadChildren: () =>
-      import('./pages/zen/zen-page.module').then((m) => m.ZenPageModule)
+      import('./pages/zen/zen-page.routes').then((m) => m.routes)
   },
   {
     // wildcard, if requested url doesn't match any paths for routes defined

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

@@ -67,12 +67,18 @@
         <mat-menu #transactionMenu="matMenu" xPosition="before">
           @if (element.type === 'PUBLIC') {
             <button mat-menu-item (click)="onCopyUrlToClipboard(element.id)">
-              <ng-container i18n>Copy link to clipboard</ng-container>
+              <span class="align-items-center d-flex">
+                <ion-icon class="mr-2" name="copy-outline" />
+                <span i18n>Copy link to clipboard</span>
+              </span>
             </button>
             <hr class="my-0" />
           }
           <button mat-menu-item (click)="onDeleteAccess(element.id)">
-            <ng-container i18n>Revoke</ng-container>
+            <span class="align-items-center d-flex">
+              <ion-icon class="mr-2" name="remove-circle-outline" />
+              <span i18n>Revoke</span>
+            </span>
           </button>
         </mat-menu>
       </td>

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

@@ -22,10 +22,12 @@ import { RouterModule } from '@angular/router';
 import { IonIcon } from '@ionic/angular/standalone';
 import { addIcons } from 'ionicons';
 import {
+  copyOutline,
   ellipsisHorizontal,
   linkOutline,
   lockClosedOutline,
-  lockOpenOutline
+  lockOpenOutline,
+  removeCircleOutline
 } from 'ionicons/icons';
 import ms from 'ms';
 
@@ -62,10 +64,12 @@ export class GfAccessTableComponent implements OnChanges {
     private snackBar: MatSnackBar
   ) {
     addIcons({
+      copyOutline,
       ellipsisHorizontal,
       linkOutline,
       lockClosedOutline,
-      lockOpenOutline
+      lockOpenOutline,
+      removeCircleOutline
     });
   }
 

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

@@ -2,6 +2,7 @@ import { CreateAccountBalanceDto } from '@ghostfolio/api/app/account-balance/cre
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { NUMERICAL_PRECISION_THRESHOLD_6_FIGURES } from '@ghostfolio/common/config';
 import { DATE_FORMAT, downloadAsFile } from '@ghostfolio/common/helper';
 import {
   AccountBalancesResponse,
@@ -51,12 +52,18 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
   public accountBalances: AccountBalancesResponse['balances'];
   public activities: OrderWithAccount[];
   public balance: number;
+  public balancePrecision = 2;
   public currency: string;
   public dataSource: MatTableDataSource<Activity>;
+  public dividendInBaseCurrency: number;
+  public dividendInBaseCurrencyPrecision = 2;
   public equity: number;
+  public equityPrecision = 2;
   public hasPermissionToDeleteAccountBalance: boolean;
   public historicalDataItems: HistoricalDataItem[];
   public holdings: PortfolioPosition[];
+  public interestInBaseCurrency: number;
+  public interestInBaseCurrencyPrecision = 2;
   public isLoadingActivities: boolean;
   public isLoadingChart: boolean;
   public name: string;
@@ -181,6 +188,8 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
         ({
           balance,
           currency,
+          dividendInBaseCurrency,
+          interestInBaseCurrency,
           name,
           platform,
           transactionCount,
@@ -188,14 +197,48 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
           valueInBaseCurrency
         }) => {
           this.balance = balance;
+
+          if (
+            this.balance >= NUMERICAL_PRECISION_THRESHOLD_6_FIGURES &&
+            this.data.deviceType === 'mobile'
+          ) {
+            this.balancePrecision = 0;
+          }
+
           this.currency = currency;
+          this.dividendInBaseCurrency = dividendInBaseCurrency;
+
+          if (
+            this.data.deviceType === 'mobile' &&
+            this.dividendInBaseCurrency >=
+              NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
+          ) {
+            this.dividendInBaseCurrencyPrecision = 0;
+          }
 
           if (isNumber(balance) && isNumber(value)) {
             this.equity = new Big(value).minus(balance).toNumber();
+
+            if (
+              this.data.deviceType === 'mobile' &&
+              this.equity >= NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
+            ) {
+              this.equityPrecision = 0;
+            }
           } else {
             this.equity = null;
           }
 
+          this.interestInBaseCurrency = interestInBaseCurrency;
+
+          if (
+            this.data.deviceType === 'mobile' &&
+            this.interestInBaseCurrency >=
+              NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
+          ) {
+            this.interestInBaseCurrencyPrecision = 0;
+          }
+
           this.name = name;
           this.platformName = platform?.name ?? '-';
           this.transactionCount = transactionCount;

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

@@ -20,20 +20,18 @@
       </div>
     </div>
 
-    @if (user?.settings?.isExperimentalFeatures) {
-      <div class="chart-container mb-3">
-        <gf-investment-chart
-          class="h-100"
-          [currency]="user?.settings?.baseCurrency"
-          [historicalDataItems]="historicalDataItems"
-          [isInPercent]="
-            data.hasImpersonationId || user.settings.isRestrictedView
-          "
-          [isLoading]="isLoadingChart"
-          [locale]="user?.settings?.locale"
-        />
-      </div>
-    }
+    <div class="chart-container mb-3">
+      <gf-investment-chart
+        class="h-100"
+        [currency]="user?.settings?.baseCurrency"
+        [historicalDataItems]="historicalDataItems"
+        [isInPercent]="
+          data.hasImpersonationId || user.settings.isRestrictedView
+        "
+        [isLoading]="isLoadingChart"
+        [locale]="user?.settings?.locale"
+      />
+    </div>
 
     <div class="mb-3 row">
       <div class="col-6 mb-3">
@@ -42,6 +40,7 @@
           size="medium"
           [isCurrency]="true"
           [locale]="user?.settings?.locale"
+          [precision]="balancePrecision"
           [unit]="currency"
           [value]="balance"
           >Cash Balance</gf-value
@@ -53,11 +52,36 @@
           size="medium"
           [isCurrency]="true"
           [locale]="user?.settings?.locale"
+          [precision]="equityPrecision"
           [unit]="currency"
           [value]="equity"
           >Equity</gf-value
         >
       </div>
+      <div class="col-6 mb-3">
+        <gf-value
+          i18n
+          size="medium"
+          [isCurrency]="true"
+          [locale]="user?.settings?.locale"
+          [precision]="interestInBaseCurrencyPrecision"
+          [unit]="user?.settings?.baseCurrency"
+          [value]="interestInBaseCurrency"
+          >Interest</gf-value
+        >
+      </div>
+      <div class="col-6 mb-3">
+        <gf-value
+          i18n
+          size="medium"
+          [isCurrency]="true"
+          [locale]="user?.settings?.locale"
+          [precision]="dividendInBaseCurrencyPrecision"
+          [unit]="user?.settings?.baseCurrency"
+          [value]="dividendInBaseCurrency"
+          >Dividend</gf-value
+        >
+      </div>
       <div class="col-6 mb-3">
         <gf-value i18n size="medium" [value]="transactionCount"
           >Activities</gf-value

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

@@ -1,5 +1,5 @@
-import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
-import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
+import { GfDialogFooterComponent } from '@ghostfolio/client/components/dialog-footer/dialog-footer.component';
+import { GfDialogHeaderComponent } from '@ghostfolio/client/components/dialog-header/dialog-header.component';
 import { GfInvestmentChartModule } from '@ghostfolio/client/components/investment-chart/investment-chart.module';
 import { GfAccountBalancesComponent } from '@ghostfolio/ui/account-balances';
 import { GfActivitiesTableComponent } from '@ghostfolio/ui/activities-table';
@@ -22,8 +22,8 @@ import { AccountDetailDialog } from './account-detail-dialog.component';
     CommonModule,
     GfAccountBalancesComponent,
     GfActivitiesTableComponent,
-    GfDialogFooterModule,
-    GfDialogHeaderModule,
+    GfDialogFooterComponent,
+    GfDialogHeaderComponent,
     GfHoldingsTableComponent,
     GfInvestmentChartModule,
     GfValueComponent,

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

@@ -103,39 +103,46 @@ export class GfAdminMarketDataComponent
   @ViewChild(MatSort) sort: MatSort;
 
   public activeFilters: Filter[] = [];
-  public allFilters: Filter[] = Object.keys(AssetSubClass)
-    .filter((assetSubClass) => {
-      return assetSubClass !== 'CASH';
-    })
-    .map((assetSubClass) => {
+  public allFilters: Filter[] = [
+    ...Object.keys(AssetSubClass)
+      .filter((assetSubClass) => {
+        return assetSubClass !== 'CASH';
+      })
+      .map((assetSubClass) => {
+        return {
+          id: assetSubClass.toString(),
+          label: translate(assetSubClass),
+          type: 'ASSET_SUB_CLASS' as Filter['type']
+        };
+      }),
+    ...Object.keys(DataSource).map((dataSource) => {
       return {
-        id: assetSubClass.toString(),
-        label: translate(assetSubClass),
-        type: 'ASSET_SUB_CLASS' as Filter['type']
+        id: dataSource.toString(),
+        label: dataSource,
+        type: 'DATA_SOURCE' as Filter['type']
       };
-    })
-    .concat([
-      {
-        id: 'BENCHMARKS',
-        label: $localize`Benchmarks`,
-        type: 'PRESET_ID' as Filter['type']
-      },
-      {
-        id: 'CURRENCIES',
-        label: $localize`Currencies`,
-        type: 'PRESET_ID' as Filter['type']
-      },
-      {
-        id: 'ETF_WITHOUT_COUNTRIES',
-        label: $localize`ETFs without Countries`,
-        type: 'PRESET_ID' as Filter['type']
-      },
-      {
-        id: 'ETF_WITHOUT_SECTORS',
-        label: $localize`ETFs without Sectors`,
-        type: 'PRESET_ID' as Filter['type']
-      }
-    ]);
+    }),
+    {
+      id: 'BENCHMARKS',
+      label: $localize`Benchmarks`,
+      type: 'PRESET_ID' as Filter['type']
+    },
+    {
+      id: 'CURRENCIES',
+      label: $localize`Currencies`,
+      type: 'PRESET_ID' as Filter['type']
+    },
+    {
+      id: 'ETF_WITHOUT_COUNTRIES',
+      label: $localize`ETFs without Countries`,
+      type: 'PRESET_ID' as Filter['type']
+    },
+    {
+      id: 'ETF_WITHOUT_SECTORS',
+      label: $localize`ETFs without Sectors`,
+      type: 'PRESET_ID' as Filter['type']
+    }
+  ];
   public benchmarks: Partial<SymbolProfile>[];
   public currentDataSource: DataSource;
   public currentSymbol: string;

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

@@ -13,6 +13,7 @@ import {
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
   AdminMarketDataDetails,
+  AssetClassSelectorOption,
   AssetProfileIdentifier,
   LineChartItem,
   ScraperConfiguration,
@@ -82,10 +83,7 @@ import ms from 'ms';
 import { EMPTY, Subject } from 'rxjs';
 import { catchError, takeUntil } from 'rxjs/operators';
 
-import {
-  AssetClassSelectorOption,
-  AssetProfileDialogParams
-} from './interfaces/interfaces';
+import { AssetProfileDialogParams } from './interfaces/interfaces';
 
 @Component({
   changeDetection: ChangeDetectionStrategy.OnPush,

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

@@ -549,7 +549,13 @@
         <ng-container i18n>Data Gathering</ng-container>
       </mat-checkbox>
     </div>
-    <button i18n mat-button type="button" (click)="onClose()">Cancel</button>
+    <button mat-button type="button" (click)="onClose()">
+      @if (assetProfileForm.dirty) {
+        <ng-container i18n>Cancel</ng-container>
+      } @else {
+        <ng-container i18n>Close</ng-container>
+      }
+    </button>
     <button
       color="primary"
       mat-flat-button

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

@@ -1,11 +1,6 @@
 import { ColorScheme } from '@ghostfolio/common/types';
 
-import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
-
-export interface AssetClassSelectorOption {
-  id: AssetClass | AssetSubClass;
-  label: string;
-}
+import { DataSource } from '@prisma/client';
 
 export interface AssetProfileDialogParams {
   colorScheme: ColorScheme;

apps/client/src/app/components/admin-platform/create-or-update-platform-dialog/create-or-update-platform-dialog.html

@@ -39,12 +39,18 @@
     </div>
   </div>
   <div class="justify-content-end" mat-dialog-actions>
-    <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
+    <button mat-button type="button" (click)="onCancel()">
+      @if (platformForm.dirty) {
+        <ng-container i18n>Cancel</ng-container>
+      } @else {
+        <ng-container i18n>Close</ng-container>
+      }
+    </button>
     <button
       color="primary"
       mat-flat-button
       type="submit"
-      [disabled]="!platformForm.valid"
+      [disabled]="!(platformForm.dirty && platformForm.valid)"
     >
       <ng-container i18n>Save</ng-container>
     </button>

apps/client/src/app/components/admin-tag/create-or-update-tag-dialog/create-or-update-tag-dialog.html

@@ -22,12 +22,18 @@
     </div>
   </div>
   <div class="justify-content-end" mat-dialog-actions>
-    <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
+    <button mat-button type="button" (click)="onCancel()">
+      @if (tagForm.dirty) {
+        <ng-container i18n>Cancel</ng-container>
+      } @else {
+        <ng-container i18n>Close</ng-container>
+      }
+    </button>
     <button
       color="primary"
       mat-flat-button
       type="submit"
-      [disabled]="!tagForm.valid"
+      [disabled]="!(tagForm.dirty && tagForm.valid)"
     >
       <ng-container i18n>Save</ng-container>
     </button>

apps/client/src/app/components/dialog-footer/dialog-footer.component.ts

@@ -5,18 +5,20 @@ import {
   Input,
   Output
 } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { IonIcon } from '@ionic/angular/standalone';
 import { addIcons } from 'ionicons';
 import { close } from 'ionicons/icons';
 
 @Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
   host: { class: 'justify-content-center' },
+  imports: [IonIcon, MatButtonModule],
   selector: 'gf-dialog-footer',
-  changeDetection: ChangeDetectionStrategy.OnPush,
-  templateUrl: './dialog-footer.component.html',
   styleUrls: ['./dialog-footer.component.scss'],
-  standalone: false
+  templateUrl: './dialog-footer.component.html'
 })
-export class DialogFooterComponent {
+export class GfDialogFooterComponent {
   @Input() deviceType: string;
 
   @Output() closeButtonClicked = new EventEmitter<void>();

apps/client/src/app/components/dialog-footer/dialog-footer.module.ts

@@ -1,14 +0,0 @@
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatButtonModule } from '@angular/material/button';
-import { IonIcon } from '@ionic/angular/standalone';
-
-import { DialogFooterComponent } from './dialog-footer.component';
-
-@NgModule({
-  declarations: [DialogFooterComponent],
-  exports: [DialogFooterComponent],
-  imports: [CommonModule, IonIcon, MatButtonModule],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class GfDialogFooterModule {}

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

@@ -1,3 +1,4 @@
+import { CommonModule } from '@angular/common';
 import {
   ChangeDetectionStrategy,
   Component,
@@ -5,18 +6,20 @@ import {
   Input,
   Output
 } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { IonIcon } from '@ionic/angular/standalone';
 import { addIcons } from 'ionicons';
 import { close } from 'ionicons/icons';
 
 @Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
   host: { class: 'justify-content-center' },
+  imports: [CommonModule, IonIcon, MatButtonModule],
   selector: 'gf-dialog-header',
-  changeDetection: ChangeDetectionStrategy.OnPush,
-  templateUrl: './dialog-header.component.html',
   styleUrls: ['./dialog-header.component.scss'],
-  standalone: false
+  templateUrl: './dialog-header.component.html'
 })
-export class DialogHeaderComponent {
+export class GfDialogHeaderComponent {
   @Input() deviceType: string;
   @Input() position: 'center' | 'left' = 'left';
   @Input() title: string;

apps/client/src/app/components/dialog-header/dialog-header.module.ts

@@ -1,14 +0,0 @@
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatButtonModule } from '@angular/material/button';
-import { IonIcon } from '@ionic/angular/standalone';
-
-import { DialogHeaderComponent } from './dialog-header.component';
-
-@NgModule({
-  declarations: [DialogHeaderComponent],
-  exports: [DialogHeaderComponent],
-  imports: [CommonModule, IonIcon, MatButtonModule],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class GfDialogHeaderModule {}

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

@@ -1,9 +1,13 @@
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
-import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
-import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
+import { GfDialogFooterComponent } from '@ghostfolio/client/components/dialog-footer/dialog-footer.component';
+import { GfDialogHeaderComponent } from '@ghostfolio/client/components/dialog-header/dialog-header.component';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { NUMERICAL_PRECISION_THRESHOLD } from '@ghostfolio/common/config';
+import {
+  NUMERICAL_PRECISION_THRESHOLD_3_FIGURES,
+  NUMERICAL_PRECISION_THRESHOLD_5_FIGURES,
+  NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
+} from '@ghostfolio/common/config';
 import { DATE_FORMAT, downloadAsFile } from '@ghostfolio/common/helper';
 import {
   DataProviderInfo,
@@ -74,8 +78,8 @@ import { HoldingDetailDialogParams } from './interfaces/interfaces';
     GfAccountsTableComponent,
     GfActivitiesTableComponent,
     GfDataProviderCreditsComponent,
-    GfDialogFooterModule,
-    GfDialogHeaderModule,
+    GfDialogFooterComponent,
+    GfDialogHeaderComponent,
     GfHistoricalMarketDataEditorComponent,
     GfLineChartComponent,
     GfPortfolioProportionChartComponent,
@@ -101,6 +105,7 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
   public assetClass: string;
   public assetSubClass: string;
   public averagePrice: number;
+  public averagePricePrecision = 2;
   public benchmarkDataItems: LineChartItem[];
   public benchmarkLabel = $localize`Average Unit Price`;
   public countries: {
@@ -122,11 +127,15 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
   public marketDataItems: MarketData[] = [];
   public marketPrice: number;
   public marketPriceMax: number;
+  public marketPriceMaxPrecision = 2;
   public marketPriceMin: number;
+  public marketPriceMinPrecision = 2;
+  public marketPricePrecision = 2;
   public netPerformance: number;
   public netPerformancePrecision = 2;
   public netPerformancePercent: number;
   public netPerformancePercentWithCurrencyEffect: number;
+  public netPerformancePercentWithCurrencyEffectPrecision = 2;
   public netPerformanceWithCurrencyEffect: number;
   public netPerformanceWithCurrencyEffectPrecision = 2;
   public quantity: number;
@@ -274,6 +283,14 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
           value
         }) => {
           this.averagePrice = averagePrice;
+
+          if (
+            this.averagePrice >= NUMERICAL_PRECISION_THRESHOLD_6_FIGURES &&
+            this.data.deviceType === 'mobile'
+          ) {
+            this.averagePricePrecision = 0;
+          }
+
           this.benchmarkDataItems = [];
           this.countries = {};
           this.dataProviderInfo = dataProviderInfo;
@@ -281,7 +298,8 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
 
           if (
             this.data.deviceType === 'mobile' &&
-            this.dividendInBaseCurrency >= NUMERICAL_PRECISION_THRESHOLD
+            this.dividendInBaseCurrency >=
+              NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
           ) {
             this.dividendInBaseCurrencyPrecision = 0;
           }
@@ -320,19 +338,42 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
           if (
             this.data.deviceType === 'mobile' &&
             this.investmentInBaseCurrencyWithCurrencyEffect >=
-              NUMERICAL_PRECISION_THRESHOLD
+              NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
           ) {
             this.investmentInBaseCurrencyWithCurrencyEffectPrecision = 0;
           }
 
           this.marketPrice = marketPrice;
           this.marketPriceMax = marketPriceMax;
+
+          if (
+            this.data.deviceType === 'mobile' &&
+            this.marketPriceMax >= NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
+          ) {
+            this.marketPriceMaxPrecision = 0;
+          }
+
           this.marketPriceMin = marketPriceMin;
+
+          if (
+            this.data.deviceType === 'mobile' &&
+            this.marketPriceMin >= NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
+          ) {
+            this.marketPriceMinPrecision = 0;
+          }
+
+          if (
+            this.data.deviceType === 'mobile' &&
+            this.marketPrice >= NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
+          ) {
+            this.marketPricePrecision = 0;
+          }
+
           this.netPerformance = netPerformance;
 
           if (
             this.data.deviceType === 'mobile' &&
-            this.netPerformance >= NUMERICAL_PRECISION_THRESHOLD
+            this.netPerformance >= NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
           ) {
             this.netPerformancePrecision = 0;
           }
@@ -342,13 +383,21 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
           this.netPerformancePercentWithCurrencyEffect =
             netPerformancePercentWithCurrencyEffect;
 
+          if (
+            this.data.deviceType === 'mobile' &&
+            this.netPerformancePercentWithCurrencyEffect >=
+              NUMERICAL_PRECISION_THRESHOLD_3_FIGURES
+          ) {
+            this.netPerformancePercentWithCurrencyEffectPrecision = 0;
+          }
+
           this.netPerformanceWithCurrencyEffect =
             netPerformanceWithCurrencyEffect;
 
           if (
             this.data.deviceType === 'mobile' &&
             this.netPerformanceWithCurrencyEffect >=
-              NUMERICAL_PRECISION_THRESHOLD
+              NUMERICAL_PRECISION_THRESHOLD_5_FIGURES
           ) {
             this.netPerformanceWithCurrencyEffectPrecision = 0;
           }

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

@@ -77,6 +77,7 @@
                 [colorizeSign]="true"
                 [isPercent]="true"
                 [locale]="data.locale"
+                [precision]="netPerformancePercentWithCurrencyEffectPrecision"
                 [value]="netPerformancePercentWithCurrencyEffect"
               >
                 @if (
@@ -95,6 +96,7 @@
                 size="medium"
                 [isCurrency]="true"
                 [locale]="data.locale"
+                [precision]="averagePricePrecision"
                 [unit]="SymbolProfile?.currency"
                 [value]="averagePrice"
                 >Average Unit Price</gf-value
@@ -106,6 +108,7 @@
                 size="medium"
                 [isCurrency]="true"
                 [locale]="data.locale"
+                [precision]="marketPricePrecision"
                 [unit]="SymbolProfile?.currency"
                 [value]="marketPrice"
                 >Market Price</gf-value
@@ -122,6 +125,7 @@
                     marketPriceMin?.toFixed(2) === marketPrice?.toFixed(2) &&
                     marketPriceMax?.toFixed(2) !== marketPriceMin?.toFixed(2)
                 }"
+                [precision]="marketPriceMinPrecision"
                 [unit]="SymbolProfile?.currency"
                 [value]="marketPriceMin"
                 >Minimum Price</gf-value
@@ -138,6 +142,7 @@
                     marketPriceMax?.toFixed(2) === marketPrice?.toFixed(2) &&
                     marketPriceMax?.toFixed(2) !== marketPriceMin?.toFixed(2)
                 }"
+                [precision]="marketPriceMaxPrecision"
                 [unit]="SymbolProfile?.currency"
                 [value]="marketPriceMax"
                 >Maximum Price</gf-value
@@ -208,6 +213,7 @@
               <gf-value
                 i18n
                 size="medium"
+                [deviceType]="data.deviceType"
                 [isDate]="true"
                 [locale]="data.locale"
                 [value]="firstBuyDate"

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

@@ -48,6 +48,7 @@
         <gf-holdings-table
           [baseCurrency]="user?.settings?.baseCurrency"
           [deviceType]="deviceType"
+          [hasPermissionToShowQuantities]="false"
           [holdings]="holdings"
           [locale]="user?.settings?.locale"
           (holdingClicked)="onHoldingClicked($event)"

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

@@ -1,9 +1,9 @@
-import { GfPortfolioPerformanceModule } from '@ghostfolio/client/components/portfolio-performance/portfolio-performance.module';
+import { GfPortfolioPerformanceComponent } from '@ghostfolio/client/components/portfolio-performance/portfolio-performance.component';
 import { LayoutService } from '@ghostfolio/client/core/layout.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { NUMERICAL_PRECISION_THRESHOLD } from '@ghostfolio/common/config';
+import { NUMERICAL_PRECISION_THRESHOLD_6_FIGURES } from '@ghostfolio/common/config';
 import {
   AssetProfileIdentifier,
   LineChartItem,
@@ -32,7 +32,7 @@ import { takeUntil } from 'rxjs/operators';
   imports: [
     CommonModule,
     GfLineChartComponent,
-    GfPortfolioPerformanceModule,
+    GfPortfolioPerformanceComponent,
     MatButtonModule,
     RouterModule
   ],
@@ -143,7 +143,7 @@ export class GfHomeOverviewComponent implements OnDestroy, OnInit {
         if (
           this.deviceType === 'mobile' &&
           this.performance.currentValueInBaseCurrency >=
-            NUMERICAL_PRECISION_THRESHOLD
+            NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
         ) {
           this.precision = 0;
         }

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

@@ -7,7 +7,6 @@ import {
   User
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import { BenchmarkTrend } from '@ghostfolio/common/types';
 import { GfBenchmarkComponent } from '@ghostfolio/ui/benchmark';
 import { GfPremiumIndicatorComponent } from '@ghostfolio/ui/premium-indicator';
 
@@ -137,17 +136,7 @@ export class HomeWatchlistComponent implements OnDestroy, OnInit {
       .fetchWatchlist()
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ watchlist }) => {
-        this.watchlist = watchlist.map(
-          ({ dataSource, marketCondition, name, performances, symbol }) => ({
-            dataSource,
-            marketCondition,
-            name,
-            performances,
-            symbol,
-            trend50d: 'UNKNOWN' as BenchmarkTrend,
-            trend200d: 'UNKNOWN' as BenchmarkTrend
-          })
-        );
+        this.watchlist = watchlist;
 
         this.changeDetectorRef.markForCheck();
       });

apps/client/src/app/components/login-with-access-token-dialog/login-with-access-token-dialog.component.ts

@@ -6,6 +6,7 @@ import {
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
 
 import { ChangeDetectionStrategy, Component, Inject } from '@angular/core';
+import { FormControl, Validators } from '@angular/forms';
 import { MatCheckboxChange } from '@angular/material/checkbox';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { Router } from '@angular/router';
@@ -20,6 +21,10 @@ import { eyeOffOutline, eyeOutline } from 'ionicons/icons';
   standalone: false
 })
 export class LoginWithAccessTokenDialog {
+  public accessTokenFormControl = new FormControl(
+    this.data.accessToken,
+    Validators.required
+  );
   public isAccessTokenHidden = true;
 
   public constructor(
@@ -45,8 +50,10 @@ export class LoginWithAccessTokenDialog {
   }
 
   public onLoginWithAccessToken() {
-    if (this.data.accessToken) {
-      this.dialogRef.close(this.data);
+    if (this.accessTokenFormControl.valid) {
+      this.dialogRef.close({
+        accessToken: this.accessTokenFormControl.value
+      });
     }
   }
 

apps/client/src/app/components/login-with-access-token-dialog/login-with-access-token-dialog.html

@@ -11,9 +11,8 @@
         <mat-label i18n>Security Token</mat-label>
         <input
           matInput
-          name="password"
+          [formControl]="accessTokenFormControl"
           [type]="isAccessTokenHidden ? 'password' : 'text'"
-          [(ngModel)]="data.accessToken"
         />
         <button
           mat-button
@@ -65,8 +64,10 @@
     <button
       color="primary"
       mat-flat-button
-      [disabled]="!data.accessToken"
-      [mat-dialog-close]="data"
+      [disabled]="
+        !(accessTokenFormControl.dirty && accessTokenFormControl.valid)
+      "
+      (click)="onLoginWithAccessToken()"
     >
       <ng-container i18n>Sign in</ng-container>
     </button>

apps/client/src/app/components/login-with-access-token-dialog/login-with-access-token-dialog.module.ts

@@ -1,7 +1,7 @@
 import { TextFieldModule } from '@angular/cdk/text-field';
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { FormsModule, ReactiveFormsModule } from '@angular/forms';
+import { ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatDialogModule } from '@angular/material/dialog';
@@ -9,15 +9,14 @@ import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { IonIcon } from '@ionic/angular/standalone';
 
-import { GfDialogHeaderModule } from '../dialog-header/dialog-header.module';
+import { GfDialogHeaderComponent } from '../dialog-header/dialog-header.component';
 import { LoginWithAccessTokenDialog } from './login-with-access-token-dialog.component';
 
 @NgModule({
   declarations: [LoginWithAccessTokenDialog],
   imports: [
     CommonModule,
-    FormsModule,
-    GfDialogHeaderModule,
+    GfDialogHeaderComponent,
     IonIcon,
     MatButtonModule,
     MatCheckboxModule,

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

@@ -8,7 +8,9 @@ import {
   PortfolioPerformance,
   ResponseError
 } from '@ghostfolio/common/interfaces';
+import { GfValueComponent } from '@ghostfolio/ui/value';
 
+import { CommonModule } from '@angular/common';
 import {
   ChangeDetectionStrategy,
   Component,
@@ -17,19 +19,21 @@ import {
   OnChanges,
   ViewChild
 } from '@angular/core';
+import { IonIcon } from '@ionic/angular/standalone';
 import { CountUp } from 'countup.js';
 import { addIcons } from 'ionicons';
 import { timeOutline } from 'ionicons/icons';
 import { isNumber } from 'lodash';
+import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
 @Component({
-  selector: 'gf-portfolio-performance',
   changeDetection: ChangeDetectionStrategy.OnPush,
-  templateUrl: './portfolio-performance.component.html',
+  imports: [CommonModule, GfValueComponent, IonIcon, NgxSkeletonLoaderModule],
+  selector: 'gf-portfolio-performance',
   styleUrls: ['./portfolio-performance.component.scss'],
-  standalone: false
+  templateUrl: './portfolio-performance.component.html'
 })
-export class PortfolioPerformanceComponent implements OnChanges {
+export class GfPortfolioPerformanceComponent implements OnChanges {
   @Input() deviceType: string;
   @Input() errors: ResponseError['errors'];
   @Input() isAllTimeHigh: boolean;

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

@@ -1,16 +0,0 @@
-import { GfValueComponent } from '@ghostfolio/ui/value';
-
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { IonIcon } from '@ionic/angular/standalone';
-import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
-
-import { PortfolioPerformanceComponent } from './portfolio-performance.component';
-
-@NgModule({
-  declarations: [PortfolioPerformanceComponent],
-  exports: [PortfolioPerformanceComponent],
-  imports: [CommonModule, GfValueComponent, IonIcon, NgxSkeletonLoaderModule],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class GfPortfolioPerformanceModule {}

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

@@ -64,14 +64,24 @@
           <mat-menu #rulesMenu="matMenu" xPosition="before">
             @if (rule?.isActive && rule?.configuration) {
               <button mat-menu-item (click)="onCustomizeRule(rule)">
-                <ng-container i18n>Customize</ng-container>...
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="options-outline" />
+                  <span><ng-container i18n>Customize</ng-container>...</span>
+                </span>
               </button>
+              <hr class="my-0" />
             }
             <button mat-menu-item (click)="onUpdateRule(rule)">
               @if (rule?.isActive) {
-                <ng-container i18n>Deactivate</ng-container>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="remove-circle-outline" />
+                  <span i18n>Deactivate</span>
+                </span>
               } @else {
-                <ng-container i18n>Activate</ng-container>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="add-circle-outline" />
+                  <span i18n>Activate</span>
+                </span>
               }
             </button>
           </mat-menu>

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

@@ -16,8 +16,10 @@ import {
 import { MatDialog } from '@angular/material/dialog';
 import { addIcons } from 'ionicons';
 import {
+  addCircleOutline,
   checkmarkCircleOutline,
   ellipsisHorizontal,
+  optionsOutline,
   removeCircleOutline,
   warningOutline
 } from 'ionicons/icons';
@@ -50,8 +52,10 @@ export class RuleComponent implements OnInit {
     private dialog: MatDialog
   ) {
     addIcons({
+      addCircleOutline,
       checkmarkCircleOutline,
       ellipsisHorizontal,
+      optionsOutline,
       removeCircleOutline,
       warningOutline
     });

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

@@ -55,12 +55,18 @@
     }
   </div>
   <div class="justify-content-end" mat-dialog-actions>
-    <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
+    <button mat-button type="button" (click)="onCancel()">
+      @if (accessForm.dirty) {
+        <ng-container i18n>Cancel</ng-container>
+      } @else {
+        <ng-container i18n>Close</ng-container>
+      }
+    </button>
     <button
       color="primary"
       mat-flat-button
       type="submit"
-      [disabled]="!accessForm.valid"
+      [disabled]="!(accessForm.dirty && accessForm.valid)"
     >
       <ng-container i18n>Save</ng-container>
     </button>

apps/client/src/app/core/notification/prompt-dialog/prompt-dialog.component.ts

@@ -1,5 +1,5 @@
 import { Component } from '@angular/core';
-import { FormsModule } from '@angular/forms';
+import { FormControl, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule, MatDialogRef } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
@@ -7,11 +7,11 @@ import { MatInputModule } from '@angular/material/input';
 
 @Component({
   imports: [
-    FormsModule,
     MatButtonModule,
     MatDialogModule,
     MatFormFieldModule,
-    MatInputModule
+    MatInputModule,
+    ReactiveFormsModule
   ],
   selector: 'gf-prompt-dialog',
   templateUrl: './prompt-dialog.html'
@@ -20,8 +20,8 @@ export class GfPromptDialogComponent {
   public confirmLabel: string;
   public defaultValue: string;
   public discardLabel: string;
+  public formControl = new FormControl('');
   public title: string;
-  public value: string;
   public valueLabel: string;
 
   public constructor(public dialogRef: MatDialogRef<GfPromptDialogComponent>) {}
@@ -36,8 +36,8 @@ export class GfPromptDialogComponent {
     this.confirmLabel = aParams.confirmLabel;
     this.defaultValue = aParams.defaultValue;
     this.discardLabel = aParams.discardLabel;
+    this.formControl.setValue(aParams.defaultValue);
     this.title = aParams.title;
-    this.value = aParams.defaultValue;
     this.valueLabel = aParams.valueLabel;
   }
 }

apps/client/src/app/core/notification/prompt-dialog/prompt-dialog.html

@@ -7,7 +7,7 @@
     @if (valueLabel) {
       <mat-label>{{ valueLabel }}</mat-label>
     }
-    <input matInput [(ngModel)]="value" />
+    <input matInput [formControl]="formControl" />
   </mat-form-field>
 </div>
 
@@ -15,7 +15,12 @@
   <button mat-button (click)="dialogRef.close('discard')">
     {{ discardLabel }}
   </button>
-  <button color="primary" mat-flat-button (click)="dialogRef.close(value)">
+  <button
+    color="primary"
+    mat-flat-button
+    [disabled]="!(formControl.dirty && formControl.valid)"
+    (click)="dialogRef.close(formControl.value)"
+  >
     {{ confirmLabel }}
   </button>
 </div>

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

@@ -100,12 +100,18 @@
     }
   </div>
   <div class="justify-content-end" mat-dialog-actions>
-    <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
+    <button mat-button type="button" (click)="onCancel()">
+      @if (accountForm.dirty) {
+        <ng-container i18n>Cancel</ng-container>
+      } @else {
+        <ng-container i18n>Close</ng-container>
+      }
+    </button>
     <button
       color="primary"
       mat-flat-button
       type="submit"
-      [disabled]="!accountForm.valid"
+      [disabled]="!(accountForm.dirty && accountForm.valid)"
     >
       <ng-container i18n>Save</ng-container>
     </button>

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

@@ -67,6 +67,16 @@
         (${fixedIncomeValueRatio}%) is within the range of
         ${thresholdMin}% and ${thresholdMax}%
       </li>
+      <li i18n="@@rule.liquidity.category">Liquidity</li>
+      <li i18n="@@rule.liquidityBuyingPower">Buying Power</li>
+      <li i18n="@@rule.liquidityBuyingPower.false">
+        Your buying power is below $&#123;thresholdMin&#125;
+        $&#123;baseCurrency&#125;
+      </li>
+      <li i18n="@@rule.liquidityBuyingPower.true">
+        Your buying power exceeds $&#123;thresholdMin&#125;
+        $&#123;baseCurrency&#125;
+      </li>
       <li i18n="@@rule.currencyClusterRisk.category">Currency Cluster Risks</li>
       <li i18n="@@rule.currencyClusterRiskBaseCurrencyCurrentInvestment">
         Investment: Base Currency

apps/client/src/app/pages/landing/landing-page-routing.module.ts

@@ -1,16 +0,0 @@
-import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
-
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
-
-import { LandingPageComponent } from './landing-page.component';
-
-const routes: Routes = [
-  { path: '', component: LandingPageComponent, canActivate: [AuthGuard] }
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class LandingPageRoutingModule {}

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

@@ -1,21 +1,46 @@
+import { GfWorldMapChartModule } from '@ghostfolio/client/components/world-map-chart/world-map-chart.module';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { Statistics } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { publicRoutes } from '@ghostfolio/common/routes/routes';
+import { GfCarouselComponent } from '@ghostfolio/ui/carousel';
+import { GfLogoComponent } from '@ghostfolio/ui/logo';
+import { GfValueComponent } from '@ghostfolio/ui/value';
 
+import { CommonModule } from '@angular/common';
 import { Component, OnDestroy, OnInit } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCardModule } from '@angular/material/card';
+import { RouterModule } from '@angular/router';
+import { IonIcon } from '@ionic/angular/standalone';
 import { format } from 'date-fns';
+import { addIcons } from 'ionicons';
+import {
+  cloudDownloadOutline,
+  peopleOutline,
+  starOutline
+} from 'ionicons/icons';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 
 @Component({
   host: { class: 'page' },
+  imports: [
+    CommonModule,
+    GfCarouselComponent,
+    GfLogoComponent,
+    GfValueComponent,
+    GfWorldMapChartModule,
+    IonIcon,
+    MatButtonModule,
+    MatCardModule,
+    RouterModule
+  ],
   selector: 'gf-landing-page',
   styleUrls: ['./landing-page.scss'],
-  templateUrl: './landing-page.html',
-  standalone: false
+  templateUrl: './landing-page.html'
 })
-export class LandingPageComponent implements OnDestroy, OnInit {
+export class GfLandingPageComponent implements OnDestroy, OnInit {
   public countriesOfSubscribersMap: {
     [code: string]: { value: number };
   } = {};
@@ -118,6 +143,12 @@ export class LandingPageComponent implements OnDestroy, OnInit {
     );
 
     this.statistics = statistics;
+
+    addIcons({
+      cloudDownloadOutline,
+      peopleOutline,
+      starOutline
+    });
   }
 
   public ngOnInit() {

apps/client/src/app/pages/landing/landing-page.module.ts

@@ -1,30 +0,0 @@
-import { GfWorldMapChartModule } from '@ghostfolio/client/components/world-map-chart/world-map-chart.module';
-import { GfCarouselComponent } from '@ghostfolio/ui/carousel';
-import { GfLogoComponent } from '@ghostfolio/ui/logo';
-import { GfValueComponent } from '@ghostfolio/ui/value';
-
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatButtonModule } from '@angular/material/button';
-import { MatCardModule } from '@angular/material/card';
-import { RouterModule } from '@angular/router';
-
-import { LandingPageRoutingModule } from './landing-page-routing.module';
-import { LandingPageComponent } from './landing-page.component';
-
-@NgModule({
-  declarations: [LandingPageComponent],
-  imports: [
-    CommonModule,
-    GfCarouselComponent,
-    GfLogoComponent,
-    GfValueComponent,
-    GfWorldMapChartModule,
-    LandingPageRoutingModule,
-    MatButtonModule,
-    MatCardModule,
-    RouterModule
-  ],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class LandingPageModule {}

apps/client/src/app/pages/landing/landing-page.routes.ts

@@ -0,0 +1,15 @@
+import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
+import { publicRoutes } from '@ghostfolio/common/routes/routes';
+
+import { Routes } from '@angular/router';
+
+import { GfLandingPageComponent } from './landing-page.component';
+
+export const routes: Routes = [
+  {
+    canActivate: [AuthGuard],
+    component: GfLandingPageComponent,
+    path: '',
+    title: publicRoutes.register.title
+  }
+];

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

@@ -1,8 +1,12 @@
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { ASSET_CLASS_MAPPING } from '@ghostfolio/common/config';
 import { getDateFormatString } from '@ghostfolio/common/helper';
-import { LookupItem } from '@ghostfolio/common/interfaces';
+import {
+  AssetClassSelectorOption,
+  LookupItem
+} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { GfEntityLogoComponent } from '@ghostfolio/ui/entity-logo';
 import { translate } from '@ghostfolio/ui/i18n';
@@ -37,7 +41,7 @@ import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
 import { IonIcon } from '@ionic/angular/standalone';
-import { AssetClass, AssetSubClass, Tag, Type } from '@prisma/client';
+import { AssetClass, Tag, Type } from '@prisma/client';
 import { isAfter, isToday } from 'date-fns';
 import { addIcons } from 'ionicons';
 import { calendarClearOutline, refreshOutline } from 'ionicons/icons';
@@ -73,12 +77,16 @@ import { CreateOrUpdateActivityDialogParams } from './interfaces/interfaces';
 })
 export class GfCreateOrUpdateActivityDialog implements OnDestroy {
   public activityForm: FormGroup;
-  public assetClasses = Object.keys(AssetClass).map((assetClass) => {
-    return { id: assetClass, label: translate(assetClass) };
-  });
-  public assetSubClasses = Object.keys(AssetSubClass).map((assetSubClass) => {
-    return { id: assetSubClass, label: translate(assetSubClass) };
-  });
+
+  public assetClassOptions: AssetClassSelectorOption[] = Object.keys(AssetClass)
+    .map((id) => {
+      return { id, label: translate(id) } as AssetClassSelectorOption;
+    })
+    .sort((a, b) => {
+      return a.label.localeCompare(b.label);
+    });
+
+  public assetSubClassOptions: AssetClassSelectorOption[] = [];
   public currencies: string[] = [];
   public currencyOfAssetProfile: string;
   public currentMarketPrice = null;
@@ -273,6 +281,26 @@ export class GfCreateOrUpdateActivityDialog implements OnDestroy {
       }
     });
 
+    this.activityForm
+      .get('assetClass')
+      .valueChanges.pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((assetClass) => {
+        const assetSubClasses = ASSET_CLASS_MAPPING.get(assetClass) ?? [];
+
+        this.assetSubClassOptions = assetSubClasses
+          .map((assetSubClass) => {
+            return {
+              id: assetSubClass,
+              label: translate(assetSubClass)
+            };
+          })
+          .sort((a, b) => a.label.localeCompare(b.label));
+
+        this.activityForm.get('assetSubClass').setValue(null);
+
+        this.changeDetectorRef.markForCheck();
+      });
+
     this.activityForm.get('date').valueChanges.subscribe(() => {
       if (isToday(this.activityForm.get('date').value)) {
         this.activityForm.get('updateAccountBalance').enable();
@@ -495,7 +523,9 @@ export class GfCreateOrUpdateActivityDialog implements OnDestroy {
           ? undefined
           : this.activityForm.get('searchSymbol')?.value?.symbol) ??
         this.activityForm.get('name')?.value,
-      tags: this.activityForm.get('tags').value,
+      tags: this.activityForm.get('tags').value?.map(({ id }) => {
+        return id;
+      }),
       type: this.activityForm.get('type').value,
       unitPrice: this.activityForm.get('unitPrice').value
     };

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

@@ -290,9 +290,12 @@
         <mat-label i18n>Asset Class</mat-label>
         <mat-select formControlName="assetClass">
           <mat-option [value]="null" />
-          @for (assetClass of assetClasses; track assetClass) {
-            <mat-option [value]="assetClass.id">{{
-              assetClass.label
+          @for (
+            assetClassOption of assetClassOptions;
+            track assetClassOption.id
+          ) {
+            <mat-option [value]="assetClassOption.id">{{
+              assetClassOption.label
             }}</mat-option>
           }
         </mat-select>
@@ -306,9 +309,12 @@
         <mat-label i18n>Asset Sub Class</mat-label>
         <mat-select formControlName="assetSubClass">
           <mat-option [value]="null" />
-          @for (assetSubClass of assetSubClasses; track assetSubClass) {
-            <mat-option [value]="assetSubClass.id">{{
-              assetSubClass.label
+          @for (
+            assetSubClassOption of assetSubClassOptions;
+            track assetSubClassOption.id
+          ) {
+            <mat-option [value]="assetSubClassOption.id">{{
+              assetSubClassOption.label
             }}</mat-option>
           }
         </mat-select>
@@ -335,12 +341,18 @@
       [value]="total"
     />
     <div>
-      <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
+      <button mat-button type="button" (click)="onCancel()">
+        @if (activityForm.dirty) {
+          <ng-container i18n>Cancel</ng-container>
+        } @else {
+          <ng-container i18n>Close</ng-container>
+        }
+      </button>
       <button
         color="primary"
         mat-flat-button
         type="submit"
-        [disabled]="!activityForm.valid"
+        [disabled]="!(activityForm.dirty && activityForm.valid)"
       >
         <ng-container i18n>Save</ng-container>
       </button>

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

@@ -1,8 +1,9 @@
+import { CreateTagDto } from '@ghostfolio/api/app/endpoints/tags/create-tag.dto';
 import { CreateAccountWithBalancesDto } from '@ghostfolio/api/app/import/create-account-with-balances.dto';
 import { CreateAssetProfileWithMarketDataDto } from '@ghostfolio/api/app/import/create-asset-profile-with-market-data.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
-import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
-import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
+import { GfDialogFooterComponent } from '@ghostfolio/client/components/dialog-footer/dialog-footer.component';
+import { GfDialogHeaderComponent } from '@ghostfolio/client/components/dialog-header/dialog-header.component';
 import { GfFileDropModule } from '@ghostfolio/client/directives/file-drop/file-drop.module';
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { DataService } from '@ghostfolio/client/services/data.service';
@@ -57,8 +58,8 @@ import { ImportActivitiesDialogParams } from './interfaces/interfaces';
   changeDetection: ChangeDetectionStrategy.OnPush,
   imports: [
     GfActivitiesTableComponent,
-    GfDialogFooterModule,
-    GfDialogHeaderModule,
+    GfDialogFooterComponent,
+    GfDialogHeaderComponent,
     GfFileDropModule,
     GfSymbolModule,
     IonIcon,
@@ -94,6 +95,7 @@ export class GfImportActivitiesDialog implements OnDestroy {
   public sortColumn = 'date';
   public sortDirection: SortDirection = 'desc';
   public stepperOrientation: StepperOrientation;
+  public tags: CreateTagDto[] = [];
   public totalItems: number;
 
   private unsubscribeSubject = new Subject<void>();
@@ -169,7 +171,8 @@ export class GfImportActivitiesDialog implements OnDestroy {
       await this.importActivitiesService.importSelectedActivities({
         accounts: this.accounts,
         activities: this.selectedActivities,
-        assetProfiles: this.assetProfiles
+        assetProfiles: this.assetProfiles,
+        tags: this.tags
       });
 
       this.snackBar.open(
@@ -297,6 +300,7 @@ export class GfImportActivitiesDialog implements OnDestroy {
 
           this.accounts = content.accounts;
           this.assetProfiles = content.assetProfiles;
+          this.tags = content.tags;
 
           if (!isArray(content.activities)) {
             if (isArray(content.orders)) {
@@ -328,7 +332,8 @@ export class GfImportActivitiesDialog implements OnDestroy {
                 accounts: content.accounts,
                 activities: content.activities,
                 assetProfiles: content.assetProfiles,
-                isDryRun: true
+                isDryRun: true,
+                tags: content.tags
               });
             this.activities = activities;
             this.dataSource = new MatTableDataSource(activities.reverse());

apps/client/src/app/pages/portfolio/x-ray/x-ray-page.component.html

@@ -59,6 +59,28 @@
           </div>
         }
       </div>
+      <div
+        class="mb-4"
+        [ngClass]="{
+          'd-none': liquidityRules?.length === 0
+        }"
+      >
+        <h4 class="align-items-center d-flex m-0">
+          <span i18n>Liquidity</span>
+          @if (user?.subscription?.type === 'Basic') {
+            <gf-premium-indicator class="ml-1" />
+          }
+        </h4>
+        <gf-rules
+          [hasPermissionToUpdateUserSettings]="
+            !hasImpersonationId && hasPermissionToUpdateUserSettings
+          "
+          [isLoading]="isLoading"
+          [rules]="liquidityRules"
+          [settings]="user?.settings?.xRayRules"
+          (rulesUpdated)="onRulesUpdated($event)"
+        />
+      </div>
       <div
         class="mb-4"
         [ngClass]="{
@@ -73,9 +95,7 @@
         </h4>
         <gf-rules
           [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
+            !hasImpersonationId && hasPermissionToUpdateUserSettings
           "
           [isLoading]="isLoading"
           [rules]="emergencyFundRules"
@@ -97,9 +117,7 @@
         </h4>
         <gf-rules
           [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
+            !hasImpersonationId && hasPermissionToUpdateUserSettings
           "
           [isLoading]="isLoading"
           [rules]="currencyClusterRiskRules"
@@ -121,9 +139,7 @@
         </h4>
         <gf-rules
           [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
+            !hasImpersonationId && hasPermissionToUpdateUserSettings
           "
           [isLoading]="isLoading"
           [rules]="assetClassClusterRiskRules"
@@ -145,9 +161,7 @@
         </h4>
         <gf-rules
           [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
+            !hasImpersonationId && hasPermissionToUpdateUserSettings
           "
           [isLoading]="isLoading"
           [rules]="accountClusterRiskRules"
@@ -169,9 +183,7 @@
         </h4>
         <gf-rules
           [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
+            !hasImpersonationId && hasPermissionToUpdateUserSettings
           "
           [isLoading]="isLoading"
           [rules]="economicMarketClusterRiskRules"
@@ -193,9 +205,7 @@
         </h4>
         <gf-rules
           [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
+            !hasImpersonationId && hasPermissionToUpdateUserSettings
           "
           [isLoading]="isLoading"
           [rules]="regionalMarketClusterRiskRules"
@@ -217,9 +227,7 @@
         </h4>
         <gf-rules
           [hasPermissionToUpdateUserSettings]="
-            !hasImpersonationId &&
-            hasPermissionToUpdateUserSettings &&
-            user?.settings?.isExperimentalFeatures
+            !hasImpersonationId && hasPermissionToUpdateUserSettings
           "
           [isLoading]="isLoading"
           [rules]="feeRules"
@@ -232,9 +240,7 @@
           <h4 class="m-0" i18n>Inactive</h4>
           <gf-rules
             [hasPermissionToUpdateUserSettings]="
-              !hasImpersonationId &&
-              hasPermissionToUpdateUserSettings &&
-              user?.settings?.isExperimentalFeatures
+              !hasImpersonationId && hasPermissionToUpdateUserSettings
             "
             [isLoading]="isLoading"
             [rules]="inactiveRules"

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

@@ -46,6 +46,7 @@ export class GfXRayPageComponent {
   public hasPermissionToUpdateUserSettings: boolean;
   public inactiveRules: PortfolioReportRule[];
   public isLoading = false;
+  public liquidityRules: PortfolioReportRule[];
   public regionalMarketClusterRiskRules: PortfolioReportRule[];
   public statistics: PortfolioReportResponse['xRay']['statistics'];
   public user: User;
@@ -149,6 +150,11 @@ export class GfXRayPageComponent {
             return isActive;
           }) ?? null;
 
+        this.liquidityRules =
+          rules['liquidity']?.filter(({ isActive }) => {
+            return isActive;
+          }) ?? null;
+
         this.regionalMarketClusterRiskRules =
           rules['regionalMarketClusterRisk']?.filter(({ isActive }) => {
             return isActive;

apps/client/src/app/pages/pricing/pricing-page-routing.module.ts

@@ -1,21 +0,0 @@
-import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
-
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
-
-import { PricingPageComponent } from './pricing-page.component';
-
-const routes: Routes = [
-  {
-    canActivate: [AuthGuard],
-    component: PricingPageComponent,
-    path: '',
-    title: $localize`Pricing`
-  }
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class PricingPageRoutingModule {}

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

@@ -5,10 +5,27 @@ import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { publicRoutes } from '@ghostfolio/common/routes/routes';
 import { translate } from '@ghostfolio/ui/i18n';
+import { GfPremiumIndicatorComponent } from '@ghostfolio/ui/premium-indicator';
 
-import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import {
+  ChangeDetectorRef,
+  Component,
+  CUSTOM_ELEMENTS_SCHEMA,
+  OnDestroy,
+  OnInit
+} from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCardModule } from '@angular/material/card';
+import { MatTooltipModule } from '@angular/material/tooltip';
+import { RouterModule } from '@angular/router';
+import { IonIcon } from '@ionic/angular/standalone';
 import { addIcons } from 'ionicons';
-import { checkmarkCircleOutline, checkmarkOutline } from 'ionicons/icons';
+import {
+  checkmarkCircleOutline,
+  checkmarkOutline,
+  informationCircleOutline
+} from 'ionicons/icons';
 import { StringValue } from 'ms';
 import { StripeService } from 'ngx-stripe';
 import { Subject } from 'rxjs';
@@ -16,12 +33,21 @@ import { catchError, switchMap, takeUntil } from 'rxjs/operators';
 
 @Component({
   host: { class: 'page' },
+  imports: [
+    CommonModule,
+    GfPremiumIndicatorComponent,
+    IonIcon,
+    MatButtonModule,
+    MatCardModule,
+    MatTooltipModule,
+    RouterModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA],
   selector: 'gf-pricing-page',
   styleUrls: ['./pricing-page.scss'],
-  templateUrl: './pricing-page.html',
-  standalone: false
+  templateUrl: './pricing-page.html'
 })
-export class PricingPageComponent implements OnDestroy, OnInit {
+export class GfPricingPageComponent implements OnDestroy, OnInit {
   public baseCurrency: string;
   public coupon: number;
   public couponId: string;
@@ -56,7 +82,11 @@ export class PricingPageComponent implements OnDestroy, OnInit {
     private stripeService: StripeService,
     private userService: UserService
   ) {
-    addIcons({ checkmarkCircleOutline, checkmarkOutline });
+    addIcons({
+      checkmarkCircleOutline,
+      checkmarkOutline,
+      informationCircleOutline
+    });
   }
 
   public ngOnInit() {

apps/client/src/app/pages/pricing/pricing-page.module.ts

@@ -1,28 +0,0 @@
-import { GfPremiumIndicatorComponent } from '@ghostfolio/ui/premium-indicator';
-
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatButtonModule } from '@angular/material/button';
-import { MatCardModule } from '@angular/material/card';
-import { MatTooltipModule } from '@angular/material/tooltip';
-import { RouterModule } from '@angular/router';
-import { IonIcon } from '@ionic/angular/standalone';
-
-import { PricingPageRoutingModule } from './pricing-page-routing.module';
-import { PricingPageComponent } from './pricing-page.component';
-
-@NgModule({
-  declarations: [PricingPageComponent],
-  imports: [
-    CommonModule,
-    GfPremiumIndicatorComponent,
-    IonIcon,
-    MatButtonModule,
-    MatCardModule,
-    MatTooltipModule,
-    PricingPageRoutingModule,
-    RouterModule
-  ],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class PricingPageModule {}

apps/client/src/app/pages/pricing/pricing-page.routes.ts

@@ -0,0 +1,14 @@
+import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
+
+import { Routes } from '@angular/router';
+
+import { GfPricingPageComponent } from './pricing-page.component';
+
+export const routes: Routes = [
+  {
+    canActivate: [AuthGuard],
+    component: GfPricingPageComponent,
+    path: '',
+    title: $localize`Pricing`
+  }
+];

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

@@ -201,6 +201,7 @@
         [data]="holdings"
         [deviceType]="deviceType"
         [hasPermissionToOpenDetails]="false"
+        [hasPermissionToShowQuantities]="false"
         [hasPermissionToShowValues]="false"
         [pageSize]="7"
       />

apps/client/src/app/pages/register/register-page-routing.module.ts

@@ -1,22 +0,0 @@
-import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
-import { publicRoutes } from '@ghostfolio/common/routes/routes';
-
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
-
-import { RegisterPageComponent } from './register-page.component';
-
-const routes: Routes = [
-  {
-    canActivate: [AuthGuard],
-    component: RegisterPageComponent,
-    path: '',
-    title: publicRoutes.register.title
-  }
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class RegisterPageRoutingModule {}

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

@@ -3,26 +3,39 @@ import { InternetIdentityService } from '@ghostfolio/client/services/internet-id
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
 import { InfoItem, LineChartItem } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { GfLogoComponent } from '@ghostfolio/ui/logo';
 
-import { Component, OnDestroy, OnInit } from '@angular/core';
+import {
+  Component,
+  CUSTOM_ELEMENTS_SCHEMA,
+  OnDestroy,
+  OnInit
+} from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
 import { MatDialog } from '@angular/material/dialog';
-import { Router } from '@angular/router';
+import { Router, RouterModule } from '@angular/router';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
 import { ShowAccessTokenDialogParams } from './show-access-token-dialog/interfaces/interfaces';
 import { ShowAccessTokenDialog } from './show-access-token-dialog/show-access-token-dialog.component';
+import { ShowAccessTokenDialogModule } from './show-access-token-dialog/show-access-token-dialog.module';
 
 @Component({
   host: { class: 'page' },
+  imports: [
+    GfLogoComponent,
+    MatButtonModule,
+    RouterModule,
+    ShowAccessTokenDialogModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA],
   selector: 'gf-register-page',
   styleUrls: ['./register-page.scss'],
-  templateUrl: './register-page.html',
-  standalone: false
+  templateUrl: './register-page.html'
 })
-export class RegisterPageComponent implements OnDestroy, OnInit {
-  public demoAuthToken: string;
+export class GfRegisterPageComponent implements OnDestroy, OnInit {
   public deviceType: string;
   public hasPermissionForSocialLogin: boolean;
   public hasPermissionForSubscription: boolean;
@@ -46,18 +59,20 @@ export class RegisterPageComponent implements OnDestroy, OnInit {
   }
 
   public ngOnInit() {
-    const { demoAuthToken, globalPermissions } = this.dataService.fetchInfo();
+    const { globalPermissions } = this.dataService.fetchInfo();
 
-    this.demoAuthToken = demoAuthToken;
     this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+
     this.hasPermissionForSocialLogin = hasPermission(
       globalPermissions,
       permissions.enableSocialLogin
     );
+
     this.hasPermissionForSubscription = hasPermission(
       globalPermissions,
       permissions.enableSubscription
     );
+
     this.hasPermissionToCreateUser = hasPermission(
       globalPermissions,
       permissions.createUserAccount

apps/client/src/app/pages/register/register-page.module.ts

@@ -1,26 +0,0 @@
-import { GfLogoComponent } from '@ghostfolio/ui/logo';
-
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatButtonModule } from '@angular/material/button';
-import { RouterModule } from '@angular/router';
-import { IonIcon } from '@ionic/angular/standalone';
-
-import { RegisterPageRoutingModule } from './register-page-routing.module';
-import { RegisterPageComponent } from './register-page.component';
-import { ShowAccessTokenDialogModule } from './show-access-token-dialog/show-access-token-dialog.module';
-
-@NgModule({
-  declarations: [RegisterPageComponent],
-  imports: [
-    CommonModule,
-    GfLogoComponent,
-    IonIcon,
-    MatButtonModule,
-    RegisterPageRoutingModule,
-    RouterModule,
-    ShowAccessTokenDialogModule
-  ],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class RegisterPageModule {}

apps/client/src/app/pages/register/register-page.routes.ts

@@ -0,0 +1,15 @@
+import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
+import { publicRoutes } from '@ghostfolio/common/routes/routes';
+
+import { Routes } from '@angular/router';
+
+import { GfRegisterPageComponent } from './register-page.component';
+
+export const routes: Routes = [
+  {
+    canActivate: [AuthGuard],
+    component: GfRegisterPageComponent,
+    path: '',
+    title: publicRoutes.register.title
+  }
+];

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

@@ -2,7 +2,11 @@ import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { TabConfiguration, User } from '@ghostfolio/common/interfaces';
 import { internalRoutes } from '@ghostfolio/common/routes/routes';
 
+import { CommonModule } from '@angular/common';
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { MatTabsModule } from '@angular/material/tabs';
+import { RouterModule } from '@angular/router';
+import { IonIcon } from '@ionic/angular/standalone';
 import { addIcons } from 'ionicons';
 import { analyticsOutline, walletOutline } from 'ionicons/icons';
 import { DeviceDetectorService } from 'ngx-device-detector';
@@ -11,12 +15,12 @@ import { takeUntil } from 'rxjs/operators';
 
 @Component({
   host: { class: 'page has-tabs' },
+  imports: [CommonModule, IonIcon, MatTabsModule, RouterModule],
   selector: 'gf-zen-page',
   styleUrls: ['./zen-page.scss'],
-  templateUrl: './zen-page.html',
-  standalone: false
+  templateUrl: './zen-page.html'
 })
-export class ZenPageComponent implements OnDestroy, OnInit {
+export class GfZenPageComponent implements OnDestroy, OnInit {
   public deviceType: string;
   public tabs: TabConfiguration[] = [];
   public user: User;

apps/client/src/app/pages/zen/zen-page.module.ts

@@ -1,26 +0,0 @@
-import { GfHomeHoldingsComponent } from '@ghostfolio/client/components/home-holdings/home-holdings.component';
-import { GfHomeOverviewComponent } from '@ghostfolio/client/components/home-overview/home-overview.component';
-
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatTabsModule } from '@angular/material/tabs';
-import { RouterModule } from '@angular/router';
-import { IonIcon } from '@ionic/angular/standalone';
-
-import { ZenPageRoutingModule } from './zen-page-routing.module';
-import { ZenPageComponent } from './zen-page.component';
-
-@NgModule({
-  declarations: [ZenPageComponent],
-  imports: [
-    CommonModule,
-    GfHomeHoldingsComponent,
-    GfHomeOverviewComponent,
-    IonIcon,
-    MatTabsModule,
-    RouterModule,
-    ZenPageRoutingModule
-  ],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class ZenPageModule {}

apps/client/src/app/pages/zen/zen-page-routing.module.ts → apps/client/src/app/pages/zen/zen-page.routes.ts

@@ -3,12 +3,11 @@ import { GfHomeOverviewComponent } from '@ghostfolio/client/components/home-over
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { internalRoutes } from '@ghostfolio/common/routes/routes';
 
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
+import { Routes } from '@angular/router';
 
-import { ZenPageComponent } from './zen-page.component';
+import { GfZenPageComponent } from './zen-page.component';
 
-const routes: Routes = [
+export const routes: Routes = [
   {
     canActivate: [AuthGuard],
     children: [
@@ -22,14 +21,8 @@ const routes: Routes = [
         title: internalRoutes.home.subRoutes.holdings.title
       }
     ],
-    component: ZenPageComponent,
+    component: GfZenPageComponent,
     path: '',
     title: internalRoutes.zen.title
   }
 ];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class ZenPageRoutingModule {}

apps/client/src/app/services/import-activities.service.ts

@@ -1,3 +1,4 @@
+import { CreateTagDto } from '@ghostfolio/api/app/endpoints/tags/create-tag.dto';
 import { CreateAccountWithBalancesDto } from '@ghostfolio/api/app/import/create-account-with-balances.dto';
 import { CreateAssetProfileWithMarketDataDto } from '@ghostfolio/api/app/import/create-asset-profile-with-market-data.dto';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
@@ -75,12 +76,14 @@ export class ImportActivitiesService {
     accounts,
     activities,
     assetProfiles,
-    isDryRun = false
+    isDryRun = false,
+    tags
   }: {
     activities: CreateOrderDto[];
     accounts?: CreateAccountWithBalancesDto[];
     assetProfiles?: CreateAssetProfileWithMarketDataDto[];
     isDryRun?: boolean;
+    tags?: CreateTagDto[];
   }): Promise<{
     activities: Activity[];
   }> {
@@ -89,7 +92,8 @@ export class ImportActivitiesService {
         {
           accounts,
           activities,
-          assetProfiles
+          assetProfiles,
+          tags
         },
         isDryRun
       )
@@ -110,11 +114,13 @@ export class ImportActivitiesService {
   public importSelectedActivities({
     accounts,
     activities,
-    assetProfiles
+    assetProfiles,
+    tags
   }: {
     accounts?: CreateAccountWithBalancesDto[];
     activities: Activity[];
     assetProfiles?: CreateAssetProfileWithMarketDataDto[];
+    tags?: CreateTagDto[];
   }): Promise<{
     activities: Activity[];
   }> {
@@ -124,7 +130,12 @@ export class ImportActivitiesService {
       importData.push(this.convertToCreateOrderDto(activity));
     }
 
-    return this.importJson({ accounts, assetProfiles, activities: importData });
+    return this.importJson({
+      accounts,
+      assetProfiles,
+      tags,
+      activities: importData
+    });
   }
 
   private convertToCreateOrderDto({
@@ -135,6 +146,7 @@ export class ImportActivitiesService {
     fee,
     quantity,
     SymbolProfile,
+    tags,
     type,
     unitPrice,
     updateAccountBalance
@@ -150,7 +162,10 @@ export class ImportActivitiesService {
       currency: currency ?? SymbolProfile.currency,
       dataSource: SymbolProfile.dataSource,
       date: date.toString(),
-      symbol: SymbolProfile.symbol
+      symbol: SymbolProfile.symbol,
+      tags: tags?.map(({ id }) => {
+        return id;
+      })
     };
   }
 
@@ -391,6 +406,7 @@ export class ImportActivitiesService {
       accounts?: CreateAccountWithBalancesDto[];
       activities: CreateOrderDto[];
       assetProfiles?: CreateAssetProfileWithMarketDataDto[];
+      tags?: CreateTagDto[];
     },
     aIsDryRun = false
   ) {