Release 3.7.0 (#6980)

Fix asset class chart

CHANGELOG.md

@@ -5,7 +5,7 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
-## Unreleased
+## 3.7.0 - 2026-06-02
 
 ### Added
 
@@ -15,9 +15,11 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Extended the countries mapping in the data enhancer for asset profile data via _Trackinsight_
 - Removed the deprecated attributes (`assetClass`, `assetClassLabel`, `assetSubClass`, `assetSubClassLabel`, `countries`, `currency`, `dataSource`, `holdings`, `name`, `sectors`, `symbol` and `url`) from the holdings of the portfolio details endpoint response
+- Upgraded `Nx` from version `22.7.2` to `22.7.5`
 
 ### Fixed
 
+- Resolved an issue in the impersonation mode where the values did not match the owner’s currency
 - Fixed the environment variable expansion in the `.env` file when debugging via _Visual Studio Code_
 
 ## 3.6.0 - 2026-05-28

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

@@ -1,5 +1,6 @@
 import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
+import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
@@ -50,7 +51,8 @@ export class AccountController {
     private readonly apiService: ApiService,
     private readonly impersonationService: ImpersonationService,
     private readonly portfolioService: PortfolioService,
-    @Inject(REQUEST) private readonly request: RequestWithUser
+    @Inject(REQUEST) private readonly request: RequestWithUser,
+    private readonly userService: UserService
   ) {}
 
   @Delete(':id')
@@ -137,11 +139,14 @@ export class AccountController {
   ): Promise<AccountBalancesResponse> {
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(impersonationId);
+    const userId = impersonationUserId || this.request.user.id;
+
+    const { settings } = await this.userService.user({ id: userId });
 
     return this.accountBalanceService.getAccountBalances({
+      userId,
       filters: [{ id, type: 'ACCOUNT' }],
-      userCurrency: this.request.user.settings.settings.baseCurrency,
+      userCurrency: settings.settings.baseCurrency
-      userId: impersonationUserId || this.request.user.id
     });
   }
 

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

@@ -1,5 +1,6 @@
 import { AccountBalanceModule } from '@ghostfolio/api/app/account-balance/account-balance.module';
 import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
+import { UserModule } from '@ghostfolio/api/app/user/user.module';
 import { RedactValuesInResponseModule } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.module';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
@@ -23,7 +24,8 @@ import { AccountService } from './account.service';
     ImpersonationModule,
     PortfolioModule,
     PrismaModule,
-    RedactValuesInResponseModule
+    RedactValuesInResponseModule,
+    UserModule
   ],
   providers: [AccountService]
 })

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

@@ -1,4 +1,5 @@
 import { ActivitiesService } from '@ghostfolio/api/app/activities/activities.service';
+import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import {
@@ -70,7 +71,8 @@ export class PortfolioController {
     private readonly configurationService: ConfigurationService,
     private readonly impersonationService: ImpersonationService,
     private readonly portfolioService: PortfolioService,
-    @Inject(REQUEST) private readonly request: RequestWithUser
+    @Inject(REQUEST) private readonly request: RequestWithUser,
+    private readonly userService: UserService
   ) {}
 
   @Get('details')
@@ -340,7 +342,10 @@ export class PortfolioController {
 
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(impersonationId);
-    const userCurrency = this.request.user.settings.settings.baseCurrency;
+    const userId = impersonationUserId || this.request.user.id;
+
+    const { settings } = await this.userService.user({ id: userId });
+    const userCurrency = settings.settings.baseCurrency;
 
     const { endDate, startDate } = getIntervalFromDateRange({ dateRange });
 
@@ -349,7 +354,7 @@ export class PortfolioController {
       filters,
       startDate,
       userCurrency,
-      userId: impersonationUserId || this.request.user.id,
+      userId,
       types: ['DIVIDEND']
     });
 

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

@@ -164,7 +164,7 @@ export class PortfolioService {
       };
     }
 
-    const [accounts, details] = await Promise.all([
+    const [accounts, details, user] = await Promise.all([
       this.accountService.accounts({
         where,
         include: {
@@ -178,10 +178,11 @@ export class PortfolioService {
         withExcludedAccounts,
         impersonationId: userId,
         userId: this.request.user.id
-      })
+      }),
+      this.userService.user({ id: userId })
     ]);
 
-    const userCurrency = this.request.user.settings.settings.baseCurrency;
+    const userCurrency = this.getUserCurrency(user);
 
     return Promise.all(
       accounts.map(async (account) => {

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

@@ -49,7 +49,7 @@ import { PerformanceCalculationType } from '@ghostfolio/common/types/performance
 
 import { Injectable } from '@nestjs/common';
 import { EventEmitter2 } from '@nestjs/event-emitter';
-import { Prisma, Role, User } from '@prisma/client';
+import { Prisma, Role, Settings, User } from '@prisma/client';
 import { differenceInDays, subDays } from 'date-fns';
 import { without } from 'lodash';
 import { createHmac } from 'node:crypto';
@@ -109,7 +109,14 @@ export class UserService {
   }): Promise<IUser> {
     const { id, permissions, settings, subscription } = user;
 
-    const userData = await Promise.all([
+    const [
+      access,
+      accounts,
+      activitiesCount,
+      firstActivity,
+      impersonationUserSettings,
+      tagsForUser
+    ] = await Promise.all([
       this.prismaService.access.findMany({
         include: {
           user: true
@@ -134,16 +141,17 @@ export class UserService {
         },
         where: { userId: impersonationUserId || user.id }
       }),
+      impersonationUserId
+        ? this.prismaService.settings.findUnique({
+            where: { userId: impersonationUserId }
+          })
+        : Promise.resolve<Settings>(null),
       this.tagService.getTagsForUser(impersonationUserId || user.id)
     ]);
 
-    const access = userData[0];
+    const baseCurrency =
-    const accounts = userData[1];
+      (impersonationUserSettings?.settings as UserSettings)?.baseCurrency ??
-    const activitiesCount = userData[2];
+      (settings.settings as UserSettings)?.baseCurrency;
-    const firstActivity = userData[3];
-    let tags = userData[4].filter((tag) => {
-      return tag.id !== TAG_ID_EXCLUDE_FROM_ANALYSIS;
-    });
 
     let systemMessage: SystemMessage;
 
@@ -156,6 +164,10 @@ export class UserService {
       systemMessage = systemMessageProperty;
     }
 
+    let tags = tagsForUser.filter((tag) => {
+      return tag.id !== TAG_ID_EXCLUDE_FROM_ANALYSIS;
+    });
+
     if (
       this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
       subscription.type === SubscriptionType.Basic
@@ -183,6 +195,7 @@ export class UserService {
       dateOfFirstActivity: firstActivity?.date ?? new Date(),
       settings: {
         ...(settings.settings as UserSettings),
+        baseCurrency,
         locale: (settings.settings as UserSettings)?.locale ?? locale
       }
     };

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

@@ -2,7 +2,10 @@ import { GfBenchmarkComparatorComponent } from '@ghostfolio/client/components/be
 import { GfInvestmentChartComponent } from '@ghostfolio/client/components/investment-chart/investment-chart.component';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { NUMERICAL_PRECISION_THRESHOLD_6_FIGURES } from '@ghostfolio/common/config';
+import {
+  DEFAULT_DATE_RANGE,
+  NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
+} from '@ghostfolio/common/config';
 import {
   HistoricalDataItem,
   InvestmentItem,
@@ -24,9 +27,12 @@ import { Clipboard } from '@angular/cdk/clipboard';
 import {
   ChangeDetectorRef,
   Component,
+  computed,
   DestroyRef,
+  inject,
   OnInit,
-  ViewChild
+  signal,
+  viewChild
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { MatButtonModule } from '@angular/material/button';
@@ -64,53 +70,57 @@ import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
   templateUrl: './analysis-page.html'
 })
 export class GfAnalysisPageComponent implements OnInit {
-  @ViewChild(MatMenuTrigger) actionsMenuButton!: MatMenuTrigger;
+  protected benchmark?: Partial<SymbolProfile>;
-
+  protected benchmarkDataItems: HistoricalDataItem[] = [];
-  public benchmark: Partial<SymbolProfile>;
+  protected readonly benchmarks: Partial<SymbolProfile>[];
-  public benchmarkDataItems: HistoricalDataItem[] = [];
+  protected bottom3: PortfolioPosition[];
-  public benchmarks: Partial<SymbolProfile>[];
+  protected dividendsByGroup: InvestmentItem[];
-  public bottom3: PortfolioPosition[];
+  protected readonly dividendTimelineDataLabel = $localize`Dividend`;
-  public deviceType: string;
+  protected hasImpersonationId: boolean;
-  public dividendsByGroup: InvestmentItem[];
+  protected hasPermissionToReadAiPrompt: boolean;
-  public dividendTimelineDataLabel = $localize`Dividend`;
+  protected investments: InvestmentItem[];
-  public firstOrderDate: Date;
+  protected readonly investmentTimelineDataLabel = $localize`Investment`;
-  public hasImpersonationId: boolean;
+  protected investmentsByGroup: InvestmentItem[];
-  public hasPermissionToReadAiPrompt: boolean;
+  protected isLoadingAnalysisPrompt: boolean;
-  public investments: InvestmentItem[];
+  protected isLoadingBenchmarkComparator: boolean;
-  public investmentTimelineDataLabel = $localize`Investment`;
+  protected isLoadingDividendTimelineChart: boolean;
-  public investmentsByGroup: InvestmentItem[];
+  protected isLoadingInvestmentChart: boolean;
-  public isLoadingAnalysisPrompt: boolean;
+  protected isLoadingInvestmentTimelineChart: boolean;
-  public isLoadingBenchmarkComparator: boolean;
+  protected isLoadingPortfolioPrompt: boolean;
-  public isLoadingDividendTimelineChart: boolean;
+  protected readonly mode = signal<GroupBy>('month');
-  public isLoadingInvestmentChart: boolean;
+  protected readonly modeOptions: ToggleOption[] = [
-  public isLoadingInvestmentTimelineChart: boolean;
-  public isLoadingPortfolioPrompt: boolean;
-  public mode: GroupBy = 'month';
-  public modeOptions: ToggleOption[] = [
     { label: $localize`Monthly`, value: 'month' },
     { label: $localize`Yearly`, value: 'year' }
   ];
-  public performance: PortfolioPerformance;
+  protected performance: PortfolioPerformance;
-  public performanceDataItems: HistoricalDataItem[];
+  protected performanceDataItems: HistoricalDataItem[];
-  public performanceDataItemsInPercentage: HistoricalDataItem[];
+  protected performanceDataItemsInPercentage: HistoricalDataItem[];
-  public portfolioEvolutionDataLabel = $localize`Investment`;
+  protected readonly portfolioEvolutionDataLabel = $localize`Investment`;
-  public precision = 2;
+  protected precision = 2;
-  public streaks: PortfolioInvestmentsResponse['streaks'];
+  protected streaks: PortfolioInvestmentsResponse['streaks'];
-  public top3: PortfolioPosition[];
+  protected top3: PortfolioPosition[];
-  public unitCurrentStreak: string;
+  protected unitCurrentStreak: string;
-  public unitLongestStreak: string;
+  protected unitLongestStreak: string;
-  public user: User;
+  protected user: User;
-
+
-  public constructor(
+  private readonly actionsMenuButton = viewChild.required(MatMenuTrigger);
-    private changeDetectorRef: ChangeDetectorRef,
+  private readonly deviceType = computed(
-    private clipboard: Clipboard,
+    () => this.deviceDetectorService.deviceInfo().deviceType
-    private dataService: DataService,
+  );
-    private destroyRef: DestroyRef,
+  private firstOrderDate: Date;
-    private deviceDetectorService: DeviceDetectorService,
+
-    private impersonationStorageService: ImpersonationStorageService,
+  private readonly changeDetectorRef = inject(ChangeDetectorRef);
-    private snackBar: MatSnackBar,
+  private readonly clipboard = inject(Clipboard);
-    private userService: UserService
+  private readonly dataService = inject(DataService);
-  ) {
+  private readonly destroyRef = inject(DestroyRef);
+  private readonly deviceDetectorService = inject(DeviceDetectorService);
+  private readonly impersonationStorageService = inject(
+    ImpersonationStorageService
+  );
+  private readonly snackBar = inject(MatSnackBar);
+  private readonly userService = inject(UserService);
+
+  public constructor() {
     const { benchmarks } = this.dataService.fetchInfo();
     this.benchmarks = benchmarks;
 
@@ -123,14 +133,16 @@ export class GfAnalysisPageComponent implements OnInit {
         ? undefined
         : this.user?.settings?.savingsRate;
 
-    return this.mode === 'year'
+    if (savingsRatePerMonth === undefined) {
+      return undefined;
+    }
+
+    return this.mode() === 'year'
       ? savingsRatePerMonth * 12
       : savingsRatePerMonth;
   }
 
   public ngOnInit() {
-    this.deviceType = this.deviceDetectorService.getDeviceInfo().deviceType;
-
     this.impersonationStorageService
       .onChangeHasImpersonation()
       .pipe(takeUntilDestroyed(this.destroyRef))
@@ -158,7 +170,7 @@ export class GfAnalysisPageComponent implements OnInit {
       });
   }
 
-  public onChangeBenchmark(symbolProfileId: string) {
+  protected onChangeBenchmark(symbolProfileId: string) {
     this.dataService
       .putUserSetting({ benchmark: symbolProfileId })
       .pipe(takeUntilDestroyed(this.destroyRef))
@@ -174,12 +186,12 @@ export class GfAnalysisPageComponent implements OnInit {
       });
   }
 
-  public onChangeGroupBy(aMode: GroupBy) {
+  protected onChangeGroupBy(aMode: GroupBy) {
-    this.mode = aMode;
+    this.mode.set(aMode);
     this.fetchDividendsAndInvestments();
   }
 
-  public onCopyPromptToClipboard(mode: AiPromptMode) {
+  protected onCopyPromptToClipboard(mode: AiPromptMode) {
     if (mode === 'analysis') {
       this.isLoadingAnalysisPrompt = true;
     } else if (mode === 'portfolio') {
@@ -210,7 +222,7 @@ export class GfAnalysisPageComponent implements OnInit {
             window.open('https://duck.ai', '_blank');
           });
 
-        this.actionsMenuButton.closeMenu();
+        this.actionsMenuButton().closeMenu();
 
         if (mode === 'analysis') {
           this.isLoadingAnalysisPrompt = false;
@@ -227,8 +239,8 @@ export class GfAnalysisPageComponent implements OnInit {
     this.dataService
       .fetchDividends({
         filters: this.userService.getFilters(),
-        groupBy: this.mode,
+        groupBy: this.mode(),
-        range: this.user?.settings?.dateRange
+        range: this.user?.settings?.dateRange ?? DEFAULT_DATE_RANGE
       })
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe(({ dividends }) => {
@@ -242,15 +254,15 @@ export class GfAnalysisPageComponent implements OnInit {
     this.dataService
       .fetchInvestments({
         filters: this.userService.getFilters(),
-        groupBy: this.mode,
+        groupBy: this.mode(),
-        range: this.user?.settings?.dateRange
+        range: this.user?.settings?.dateRange ?? DEFAULT_DATE_RANGE
       })
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe(({ investments, streaks }) => {
         this.investmentsByGroup = investments;
         this.streaks = streaks;
         this.unitCurrentStreak =
-          this.mode === 'year'
+          this.mode() === 'year'
             ? this.streaks?.currentStreak === 1
               ? translate('YEAR')
               : translate('YEARS')
@@ -258,7 +270,7 @@ export class GfAnalysisPageComponent implements OnInit {
               ? translate('MONTH')
               : translate('MONTHS');
         this.unitLongestStreak =
-          this.mode === 'year'
+          this.mode() === 'year'
             ? this.streaks?.longestStreak === 1
               ? translate('YEAR')
               : translate('YEARS')
@@ -278,7 +290,7 @@ export class GfAnalysisPageComponent implements OnInit {
     this.dataService
       .fetchPortfolioPerformance({
         filters: this.userService.getFilters(),
-        range: this.user?.settings?.dateRange
+        range: this.user?.settings?.dateRange ?? DEFAULT_DATE_RANGE
       })
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe(({ chart, firstOrderDate, performance }) => {
@@ -298,13 +310,16 @@ export class GfAnalysisPageComponent implements OnInit {
             valueInPercentage,
             valueWithCurrencyEffect
           }
-        ] of chart.entries()) {
+        ] of (chart ?? []).entries()) {
-          if (index > 0 || this.user?.settings?.dateRange === 'max') {
           // Ignore first item where value is 0
+          if (index > 0 || this.user?.settings?.dateRange === 'max') {
+            if (totalInvestmentValueWithCurrencyEffect !== undefined) {
               this.investments.push({
                 date,
                 investment: totalInvestmentValueWithCurrencyEffect
               });
+            }
+
             this.performanceDataItems.push({
               date,
               value: isNumber(valueWithCurrencyEffect)
@@ -320,7 +335,7 @@ export class GfAnalysisPageComponent implements OnInit {
         }
 
         if (
-          this.deviceType === 'mobile' &&
+          this.deviceType() === 'mobile' &&
           this.performance.currentValueInBaseCurrency >=
             NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
         ) {
@@ -387,7 +402,7 @@ export class GfAnalysisPageComponent implements OnInit {
             dataSource,
             symbol,
             filters: this.userService.getFilters(),
-            range: this.user?.settings?.dateRange,
+            range: this.user?.settings?.dateRange ?? DEFAULT_DATE_RANGE,
             startDate: this.firstOrderDate
           })
           .pipe(takeUntilDestroyed(this.destroyRef))

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

@@ -442,7 +442,7 @@
         </div>
         <gf-toggle
           class="d-none d-lg-block"
-          [defaultValue]="mode"
+          [defaultValue]="mode()"
           [isLoading]="false"
           [options]="modeOptions"
           (valueChange)="onChangeGroupBy($event.value)"
@@ -476,7 +476,7 @@
           [benchmarkDataItems]="investmentsByGroup"
           [benchmarkDataLabel]="investmentTimelineDataLabel"
           [currency]="user?.settings?.baseCurrency"
-          [groupBy]="mode"
+          [groupBy]="mode()"
           [isInPercentage]="
             hasImpersonationId || user.settings.isRestrictedView
           "
@@ -501,7 +501,7 @@
         </div>
         <gf-toggle
           class="d-none d-lg-block"
-          [defaultValue]="mode"
+          [defaultValue]="mode()"
           [isLoading]="false"
           [options]="modeOptions"
           (valueChange)="onChangeGroupBy($event.value)"
@@ -513,7 +513,7 @@
           [benchmarkDataItems]="dividendsByGroup"
           [benchmarkDataLabel]="dividendTimelineDataLabel"
           [currency]="user?.settings?.baseCurrency"
-          [groupBy]="mode"
+          [groupBy]="mode()"
           [isInPercentage]="
             hasImpersonationId || user.settings.isRestrictedView
           "

libs/ui/src/lib/services/data.service.ts

@@ -556,13 +556,11 @@ export class DataService {
         map((response) => {
           if (response.holdings) {
             for (const symbol of Object.keys(response.holdings)) {
-              response.holdings[symbol].assetClassLabel = translate(
+              response.holdings[symbol].assetProfile.assetClassLabel =
-                response.holdings[symbol].assetClass
+                translate(response.holdings[symbol].assetProfile.assetClass);
-              );
 
-              response.holdings[symbol].assetSubClassLabel = translate(
+              response.holdings[symbol].assetProfile.assetSubClassLabel =
-                response.holdings[symbol].assetSubClass
+                translate(response.holdings[symbol].assetProfile.assetSubClass);
-              );
 
               response.holdings[symbol].dateOfFirstActivity = response.holdings[
                 symbol

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "3.6.0",
+  "version": "3.7.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",
@@ -158,16 +158,16 @@
     "@eslint/js": "9.35.0",
     "@nestjs/schematics": "11.1.0",
     "@nestjs/testing": "11.1.21",
-    "@nx/angular": "22.7.2",
+    "@nx/angular": "22.7.5",
-    "@nx/eslint-plugin": "22.7.2",
+    "@nx/eslint-plugin": "22.7.5",
-    "@nx/jest": "22.7.2",
+    "@nx/jest": "22.7.5",
-    "@nx/js": "22.7.2",
+    "@nx/js": "22.7.5",
-    "@nx/module-federation": "22.7.2",
+    "@nx/module-federation": "22.7.5",
-    "@nx/nest": "22.7.2",
+    "@nx/nest": "22.7.5",
-    "@nx/node": "22.7.2",
+    "@nx/node": "22.7.5",
-    "@nx/storybook": "22.7.2",
+    "@nx/storybook": "22.7.5",
-    "@nx/web": "22.7.2",
+    "@nx/web": "22.7.5",
-    "@nx/workspace": "22.7.2",
+    "@nx/workspace": "22.7.5",
     "@schematics/angular": "21.2.6",
     "@storybook/addon-docs": "10.1.10",
     "@storybook/addon-themes": "10.1.10",
@@ -194,7 +194,7 @@
     "jest": "30.2.0",
     "jest-environment-jsdom": "30.2.0",
     "jest-preset-angular": "16.0.0",
-    "nx": "22.7.2",
+    "nx": "22.7.5",
     "prettier": "3.8.3",
     "prettier-plugin-organize-attributes": "1.0.0",
     "prisma": "7.8.0",