Feature/add symbol profile model (#148)

* Add symbol profile model and positions by country chart

* Add positions by continent chart

* Fix tests

* Extend seed

* Update changelog

CHANGELOG.md

@@ -5,6 +5,13 @@ 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
+
+### Added
+
+- Added a symbol profile model with additional data
+- Added new pie charts: Positions by continent and country
+
 ## 1.11.0 - 05.06.2021
 
 ### Added

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

@@ -44,6 +44,7 @@ export class ExperimentalService {
         fee: 0,
         id: undefined,
         platformId: undefined,
+        symbolProfileId: undefined,
         type: Type.BUY,
         updatedAt: undefined,
         userId: undefined

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

@@ -76,7 +76,8 @@ export class PortfolioService {
       // Get portfolio from database
       const orders = await this.orderService.orders({
         include: {
-          Account: true
+          Account: true,
+          SymbolProfile: true
         },
         orderBy: { date: 'asc' },
         where: { userId: aUserId }

apps/api/src/models/order.ts

@@ -1,4 +1,4 @@
-import { Account, Currency, Platform } from '@prisma/client';
+import { Account, Currency, Platform, SymbolProfile } from '@prisma/client';
 import { v4 as uuidv4 } from 'uuid';
 
 import { IOrder } from '../services/interfaces/interfaces';
@@ -12,6 +12,7 @@ export class Order {
   private id: string;
   private quantity: number;
   private symbol: string;
+  private symbolProfile: SymbolProfile;
   private total: number;
   private type: OrderType;
   private unitPrice: number;
@@ -24,6 +25,7 @@ export class Order {
     this.id = data.id || uuidv4();
     this.quantity = data.quantity;
     this.symbol = data.symbol;
+    this.symbolProfile = data.symbolProfile;
     this.type = data.type;
     this.unitPrice = data.unitPrice;
 
@@ -58,6 +60,10 @@ export class Order {
     return this.symbol;
   }
 
+  getSymbolProfile() {
+    return this.symbolProfile;
+  }
+
   public getTotal() {
     return this.total;
   }

apps/api/src/models/portfolio.spec.ts

@@ -189,6 +189,7 @@ describe('Portfolio', () => {
           id: '8d999347-dee2-46ee-88e1-26b344e71fcc',
           quantity: 1,
           symbol: 'BTCUSD',
+          symbolProfileId: null,
           type: Type.BUY,
           unitPrice: 49631.24,
           updatedAt: null,
@@ -223,6 +224,7 @@ describe('Portfolio', () => {
           },
           allocationCurrent: 1,
           allocationInvestment: 1,
+          countries: [],
           currency: Currency.USD,
           exchange: UNKNOWN_KEY,
           grossPerformance: 0,
@@ -290,6 +292,7 @@ describe('Portfolio', () => {
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
           quantity: 0.2,
           symbol: 'ETHUSD',
+          symbolProfileId: null,
           type: Type.BUY,
           unitPrice: 991.49,
           updatedAt: null,
@@ -324,6 +327,7 @@ describe('Portfolio', () => {
           },
           // allocationCurrent: 1,
           allocationInvestment: 1,
+          countries: [],
           currency: Currency.USD,
           exchange: UNKNOWN_KEY,
           // grossPerformance: 0,
@@ -385,6 +389,7 @@ describe('Portfolio', () => {
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
           quantity: 0.2,
           symbol: 'ETHUSD',
+          symbolProfileId: null,
           type: Type.BUY,
           unitPrice: 991.49,
           updatedAt: null,
@@ -401,6 +406,7 @@ describe('Portfolio', () => {
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
           quantity: 0.3,
           symbol: 'ETHUSD',
+          symbolProfileId: null,
           type: Type.BUY,
           unitPrice: 1050,
           updatedAt: null,
@@ -461,6 +467,7 @@ describe('Portfolio', () => {
           id: 'd96795b2-6ae6-420e-aa21-fabe5e45d475',
           quantity: 0.05614682,
           symbol: 'BTCUSD',
+          symbolProfileId: null,
           type: Type.BUY,
           unitPrice: 3562.089535970158,
           updatedAt: null,
@@ -477,6 +484,7 @@ describe('Portfolio', () => {
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
           quantity: 0.2,
           symbol: 'ETHUSD',
+          symbolProfileId: null,
           type: Type.BUY,
           unitPrice: 991.49,
           updatedAt: null,
@@ -550,6 +558,7 @@ describe('Portfolio', () => {
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
           quantity: 0.2,
           symbol: 'ETHUSD',
+          symbolProfileId: null,
           type: Type.BUY,
           unitPrice: 991.49,
           updatedAt: null,
@@ -566,6 +575,7 @@ describe('Portfolio', () => {
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
           quantity: 0.1,
           symbol: 'ETHUSD',
+          symbolProfileId: null,
           type: Type.SELL,
           unitPrice: 1050,
           updatedAt: null,
@@ -582,6 +592,7 @@ describe('Portfolio', () => {
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
           quantity: 0.2,
           symbol: 'ETHUSD',
+          symbolProfileId: null,
           type: Type.BUY,
           unitPrice: 1050,
           updatedAt: null,

apps/api/src/models/portfolio.ts

@@ -8,7 +8,10 @@ import {
   Position,
   UserWithSettings
 } from '@ghostfolio/common/interfaces';
+import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { DateRange, OrderWithAccount } from '@ghostfolio/common/types';
+import { Prisma } from '@prisma/client';
+import { continents, countries } from 'countries-list';
 import {
   add,
   format,
@@ -127,6 +130,7 @@ export class Portfolio implements PortfolioInterface {
         id,
         quantity,
         symbol,
+        symbolProfile,
         type,
         unitPrice
       }) => {
@@ -139,6 +143,7 @@ export class Portfolio implements PortfolioInterface {
             id,
             quantity,
             symbol,
+            symbolProfile,
             type,
             unitPrice
           })
@@ -204,6 +209,7 @@ export class Portfolio implements PortfolioInterface {
 
     symbols.forEach((symbol) => {
       const accounts: PortfolioPosition['accounts'] = {};
+      let countriesOfSymbol: Country[];
       const [portfolioItem] = portfolioItems;
 
       const ordersBySymbol = this.getOrders().filter((order) => {
@@ -243,6 +249,21 @@ export class Portfolio implements PortfolioInterface {
             original: originalValueOfSymbol
           };
         }
+
+        countriesOfSymbol = (
+          (orderOfSymbol.getSymbolProfile()?.countries as Prisma.JsonArray) ??
+          []
+        ).map((country) => {
+          const { code, weight } = country as Prisma.JsonObject;
+
+          return {
+            code: code as string,
+            continent:
+              continents[countries[code as string]?.continent] ?? UNKNOWN_KEY,
+            name: countries[code as string]?.name ?? UNKNOWN_KEY,
+            weight: weight as number
+          };
+        });
       });
 
       let now = portfolioItemsNow.positions[symbol].marketPrice;
@@ -289,6 +310,7 @@ export class Portfolio implements PortfolioInterface {
           ) / value,
         allocationInvestment:
           portfolioItem.positions[symbol].investment / investment,
+        countries: countriesOfSymbol,
         grossPerformance: roundTo(
           portfolioItemsNow.positions[symbol].quantity * (now - before),
           2
@@ -296,7 +318,12 @@ export class Portfolio implements PortfolioInterface {
         grossPerformancePercent: roundTo((now - before) / before, 4),
         investment: portfolioItem.positions[symbol].investment,
         quantity: portfolioItem.positions[symbol].quantity,
-        transactionCount: portfolioItem.positions[symbol].transactionCount
+        transactionCount: portfolioItem.positions[symbol].transactionCount,
+        value: this.exchangeRateDataService.toCurrency(
+          portfolioItem.positions[symbol].quantity * now,
+          data[symbol]?.currency,
+          this.user.Settings.currency
+        )
       };
     });
 
@@ -544,6 +571,7 @@ export class Portfolio implements PortfolioInterface {
           fee: order.fee,
           quantity: order.quantity,
           symbol: order.symbol,
+          symbolProfile: order.SymbolProfile,
           type: <OrderType>order.type,
           unitPrice: order.unitPrice
         })

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

@@ -1,5 +1,5 @@
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
-import { Account, Currency, DataSource } from '@prisma/client';
+import { Account, Currency, DataSource, SymbolProfile } from '@prisma/client';
 
 import { OrderType } from '../../models/order-type';
 
@@ -41,6 +41,7 @@ export interface IOrder {
   id?: string;
   quantity: number;
   symbol: string;
+  symbolProfile: SymbolProfile;
   type: OrderType;
   unitPrice: number;
 }

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

@@ -3,6 +3,7 @@ import { ToggleOption } from '@ghostfolio/client/components/toggle/interfaces/to
 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 { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import {
   PortfolioItem,
   PortfolioPosition,
@@ -21,6 +22,12 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
   public accounts: {
     [symbol: string]: Pick<PortfolioPosition, 'name'> & { value: number };
   };
+  public continents: {
+    [code: string]: { name: string; value: number };
+  };
+  public countries: {
+    [code: string]: { name: string; value: number };
+  };
   public deviceType: string;
   public period = 'current';
   public periodOptions: ToggleOption[] = [
@@ -97,6 +104,18 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
     aPeriod: string
   ) {
     this.accounts = {};
+    this.continents = {
+      [UNKNOWN_KEY]: {
+        name: UNKNOWN_KEY,
+        value: 0
+      }
+    };
+    this.countries = {
+      [UNKNOWN_KEY]: {
+        name: UNKNOWN_KEY,
+        value: 0
+      }
+    };
     this.positions = {};
     this.positionsArray = [];
 
@@ -122,11 +141,53 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
             aPeriod === 'original' ? original : current;
         } else {
           this.accounts[account] = {
-            value: aPeriod === 'original' ? original : current,
+            name: account,
-            name: account
+            value: aPeriod === 'original' ? original : current
           };
         }
       }
+
+      if (position.countries.length > 0) {
+        for (const country of position.countries) {
+          const { code, continent, name, weight } = country;
+
+          if (this.continents[continent]?.value) {
+            this.continents[continent].value += weight * position.value;
+          } else {
+            this.continents[continent] = {
+              name: continent,
+              value:
+                weight *
+                (aPeriod === 'original'
+                  ? this.portfolioPositions[symbol].investment
+                  : this.portfolioPositions[symbol].value)
+            };
+          }
+
+          if (this.countries[code]?.value) {
+            this.countries[code].value += weight * position.value;
+          } else {
+            this.countries[code] = {
+              name,
+              value:
+                weight *
+                (aPeriod === 'original'
+                  ? this.portfolioPositions[symbol].investment
+                  : this.portfolioPositions[symbol].value)
+            };
+          }
+        }
+      } else {
+        this.continents[UNKNOWN_KEY].value +=
+          aPeriod === 'original'
+            ? this.portfolioPositions[symbol].investment
+            : this.portfolioPositions[symbol].value;
+
+        this.countries[UNKNOWN_KEY].value +=
+          aPeriod === 'original'
+            ? this.portfolioPositions[symbol].investment
+            : this.portfolioPositions[symbol].value;
+      }
     }
   }
 

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

@@ -102,6 +102,50 @@
         </mat-card-content>
       </mat-card>
     </div>
+    <div class="col-md-6">
+      <mat-card class="mb-3">
+        <mat-card-header class="w-100">
+          <mat-card-title i18n>By Continent</mat-card-title>
+          <gf-toggle
+            [defaultValue]="period"
+            [isLoading]="false"
+            [options]="periodOptions"
+            (change)="onChangePeriod($event.value)"
+          ></gf-toggle>
+        </mat-card-header>
+        <mat-card-content>
+          <gf-portfolio-proportion-chart
+            key="name"
+            [baseCurrency]="user?.settings?.baseCurrency"
+            [isInPercent]="false"
+            [locale]="user?.settings?.locale"
+            [positions]="continents"
+          ></gf-portfolio-proportion-chart>
+        </mat-card-content>
+      </mat-card>
+    </div>
+    <div class="col-md-6">
+      <mat-card class="mb-3">
+        <mat-card-header class="w-100">
+          <mat-card-title i18n>By Country</mat-card-title>
+          <gf-toggle
+            [defaultValue]="period"
+            [isLoading]="false"
+            [options]="periodOptions"
+            (change)="onChangePeriod($event.value)"
+          ></gf-toggle>
+        </mat-card-header>
+        <mat-card-content>
+          <gf-portfolio-proportion-chart
+            key="name"
+            [baseCurrency]="user?.settings?.baseCurrency"
+            [isInPercent]="false"
+            [locale]="user?.settings?.locale"
+            [positions]="countries"
+          ></gf-portfolio-proportion-chart>
+        </mat-card-content>
+      </mat-card>
+    </div>
     <div class="col-md-6">
       <mat-card class="mb-3">
         <mat-card-header class="w-100">

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

@@ -0,0 +1,6 @@
+export interface Country {
+  code: string;
+  continent: string;
+  name: string;
+  weight: number;
+}

libs/common/src/lib/interfaces/portfolio-position.interface.ts

@@ -1,12 +1,15 @@
 import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { Currency } from '@prisma/client';
 
+import { Country } from './country.interface';
+
 export interface PortfolioPosition {
   accounts: {
     [name: string]: { current: number; original: number };
   };
   allocationCurrent: number;
   allocationInvestment: number;
+  countries: Country[];
   currency: Currency;
   exchange?: string;
   grossPerformance: number;
@@ -24,4 +27,5 @@ export interface PortfolioPosition {
   symbol: string;
   type?: string;
   url?: string;
+  value: number;
 }

libs/common/src/lib/types/order-with-account.type.ts

@@ -1,5 +1,8 @@
-import { Account, Order, Platform } from '@prisma/client';
+import { Account, Order, Platform, SymbolProfile } from '@prisma/client';
 
 type AccountWithPlatform = Account & { Platform?: Platform };
 
-export type OrderWithAccount = Order & { Account?: AccountWithPlatform };
+export type OrderWithAccount = Order & {
+  Account?: AccountWithPlatform;
+  SymbolProfile?: SymbolProfile;
+};

package.json

@@ -79,6 +79,7 @@
     "cheerio": "1.0.0-rc.6",
     "class-transformer": "0.3.2",
     "class-validator": "0.13.1",
+    "countries-list": "2.6.1",
     "countup.js": "2.0.7",
     "cryptocurrencies": "7.0.0",
     "date-fns": "2.19.0",

prisma/migrations/20210605161257_added_symbol_profile/migration.sql

@@ -0,0 +1,21 @@
+-- AlterTable
+ALTER TABLE "Order" ADD COLUMN     "symbolProfileId" TEXT;
+
+-- CreateTable
+CREATE TABLE "SymbolProfile" (
+    "countries" JSONB,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "dataSource" "DataSource" NOT NULL,
+    "id" TEXT NOT NULL,
+    "name" TEXT,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+    "symbol" TEXT NOT NULL,
+
+    PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "SymbolProfile.dataSource_symbol_unique" ON "SymbolProfile"("dataSource", "symbol");
+
+-- AddForeignKey
+ALTER TABLE "Order" ADD FOREIGN KEY ("symbolProfileId") REFERENCES "SymbolProfile"("id") ON DELETE SET NULL ON UPDATE CASCADE;

prisma/schema.prisma

@@ -59,22 +59,24 @@ model MarketData {
 }
 
 model Order {
-  Account       Account?   @relation(fields: [accountId, accountUserId], references: [id, userId])
+  Account         Account?       @relation(fields: [accountId, accountUserId], references: [id, userId])
-  accountId     String?
+  accountId       String?
-  accountUserId String?
+  accountUserId   String?
-  createdAt     DateTime   @default(now())
+  createdAt       DateTime       @default(now())
-  currency      Currency
+  currency        Currency
-  dataSource    DataSource @default(YAHOO)
+  dataSource      DataSource     @default(YAHOO)
-  date          DateTime
+  date            DateTime
-  fee           Float
+  fee             Float
-  id            String     @default(uuid())
+  id              String         @default(uuid())
-  quantity      Float
+  quantity        Float
-  symbol        String
+  symbol          String
-  type          Type
+  SymbolProfile   SymbolProfile? @relation(fields: [symbolProfileId], references: [id])
-  unitPrice     Float
+  symbolProfileId String?
-  updatedAt     DateTime   @updatedAt
+  type            Type
-  User          User       @relation(fields: [userId], references: [id])
+  unitPrice       Float
-  userId        String
+  updatedAt       DateTime       @updatedAt
+  User            User           @relation(fields: [userId], references: [id])
+  userId          String
 
   @@id([id, userId])
 }
@@ -99,6 +101,19 @@ model Settings {
   userId    String    @id
 }
 
+model SymbolProfile {
+  countries  Json?
+  createdAt  DateTime   @default(now())
+  dataSource DataSource
+  id         String     @id @default(uuid())
+  name       String?
+  Order      Order[]
+  updatedAt  DateTime   @updatedAt
+  symbol     String
+
+  @@unique([dataSource, symbol])
+}
+
 model Subscription {
   createdAt DateTime @default(now())
   expiresAt DateTime

prisma/seed.ts

@@ -1,6 +1,7 @@
 import {
   AccountType,
   Currency,
+  DataSource,
   PrismaClient,
   Role,
   Type
@@ -135,17 +136,47 @@ async function main() {
     where: { id: '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f' }
   });
 
+  await prisma.symbolProfile.createMany({
+    data: [
+      {
+        countries: [{ code: 'US', weight: 1 }],
+        dataSource: DataSource.YAHOO,
+        id: '2bd26362-136e-411c-b578-334084b4cdcc',
+        symbol: 'AMZN'
+      },
+      {
+        countries: [{ code: 'US', weight: 1 }],
+        dataSource: DataSource.YAHOO,
+        id: 'd1ee9681-fb21-4f99-a3b7-afd4fc04df2e',
+        symbol: 'TSLA'
+      },
+      {
+        countries: [
+          { code: 'US', weight: 0.9886789999999981 },
+          { code: 'NL', weight: 0.000203 },
+          { code: 'CA', weight: 0.000362 }
+        ],
+        dataSource: DataSource.YAHOO,
+        id: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
+        symbol: 'VTI'
+      }
+    ],
+    skipDuplicates: true
+  });
+
   await prisma.order.createMany({
     data: [
       {
         accountId: '65cfb79d-b6c7-4591-9d46-73426bc62094',
         accountUserId: userDemo.id,
         currency: Currency.USD,
+        dataSource: DataSource.YAHOO,
         date: new Date(Date.UTC(2017, 0, 3, 0, 0, 0)),
         fee: 30,
         id: 'cf7c0418-8535-4089-ae3d-5dbfa0aec2e1',
         quantity: 50,
         symbol: 'TSLA',
+        symbolProfileId: 'd1ee9681-fb21-4f99-a3b7-afd4fc04df2e',
         type: Type.BUY,
         unitPrice: 42.97,
         userId: userDemo.id
@@ -154,6 +185,7 @@ async function main() {
         accountId: 'd804de69-0429-42dc-b6ca-b308fd7dd926',
         accountUserId: userDemo.id,
         currency: Currency.USD,
+        dataSource: DataSource.YAHOO,
         date: new Date(Date.UTC(2017, 7, 16, 0, 0, 0)),
         fee: 29.9,
         id: 'a1c5d73a-8631-44e5-ac44-356827a5212c',
@@ -167,11 +199,13 @@ async function main() {
         accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
         accountUserId: userDemo.id,
         currency: Currency.USD,
+        dataSource: DataSource.YAHOO,
         date: new Date(Date.UTC(2018, 9, 1, 0, 0, 0)),
         fee: 80.79,
         id: '71c08e2a-4a86-44ae-a890-c337de5d5f9b',
         quantity: 5,
         symbol: 'AMZN',
+        symbolProfileId: '2bd26362-136e-411c-b578-334084b4cdcc',
         type: Type.BUY,
         unitPrice: 2021.99,
         userId: userDemo.id
@@ -180,11 +214,13 @@ async function main() {
         accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
         accountUserId: userDemo.id,
         currency: Currency.USD,
+        dataSource: DataSource.YAHOO,
         date: new Date(Date.UTC(2019, 2, 1, 0, 0, 0)),
         fee: 19.9,
         id: '385f2c2c-d53e-4937-b0e5-e92ef6020d4e',
         quantity: 10,
         symbol: 'VTI',
+        symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
         type: Type.BUY,
         unitPrice: 144.38,
         userId: userDemo.id
@@ -193,11 +229,13 @@ async function main() {
         accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
         accountUserId: userDemo.id,
         currency: Currency.USD,
+        dataSource: DataSource.YAHOO,
         date: new Date(Date.UTC(2019, 8, 3, 0, 0, 0)),
         fee: 19.9,
         id: '185f2c2c-d53e-4937-b0e5-a93ef6020d4e',
         quantity: 10,
         symbol: 'VTI',
+        symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
         type: Type.BUY,
         unitPrice: 147.99,
         userId: userDemo.id
@@ -206,11 +244,13 @@ async function main() {
         accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
         accountUserId: userDemo.id,
         currency: Currency.USD,
+        dataSource: DataSource.YAHOO,
         date: new Date(Date.UTC(2020, 2, 2, 0, 0, 0)),
         fee: 19.9,
         id: '347b0430-a84f-4031-a0f9-390399066ad6',
         quantity: 10,
         symbol: 'VTI',
+        symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
         type: Type.BUY,
         unitPrice: 151.41,
         userId: userDemo.id
@@ -219,11 +259,13 @@ async function main() {
         accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
         accountUserId: userDemo.id,
         currency: Currency.USD,
+        dataSource: DataSource.YAHOO,
         date: new Date(Date.UTC(2020, 8, 1, 0, 0, 0)),
         fee: 19.9,
         id: '67ec3f47-3189-4b63-ba05-60d3a06b302f',
         quantity: 10,
         symbol: 'VTI',
+        symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
         type: Type.BUY,
         unitPrice: 177.69,
         userId: userDemo.id
@@ -232,11 +274,13 @@ async function main() {
         accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
         accountUserId: userDemo.id,
         currency: Currency.USD,
+        dataSource: DataSource.YAHOO,
         date: new Date(Date.UTC(2020, 2, 1, 0, 0, 0)),
         fee: 19.9,
         id: 'd01c6fbc-fa8d-47e6-8e80-66f882d2bfd2',
         quantity: 10,
         symbol: 'VTI',
+        symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
         type: Type.BUY,
         unitPrice: 203.15,
         userId: userDemo.id

yarn.lock

@@ -4698,6 +4698,11 @@ cosmiconfig@^7.0.0:
     path-type "^4.0.0"
     yaml "^1.10.0"
 
+countries-list@2.6.1:
+  version "2.6.1"
+  resolved "https://registry.yarnpkg.com/countries-list/-/countries-list-2.6.1.tgz#d479757ac873b1e596ccea0a925962d20396c0cb"
+  integrity sha512-jXM1Nv3U56dPQ1DsUSsEaGmLHburo4fnB7m+1yhWDUVvx5gXCd1ok/y3gXCjXzhqyawG+igcPYcAl4qjkvopaQ==
+
 countup.js@2.0.7:
   version "2.0.7"
   resolved "https://registry.yarnpkg.com/countup.js/-/countup.js-2.0.7.tgz#56b72a87fc0ee3cadb38356c246ccac88fb0a8cc"