Release 1.205.1 (#1368)

* Improve wording

* Update changelog

.env

@@ -3,14 +3,14 @@ COMPOSE_PROJECT_NAME=ghostfolio-development
 # CACHE
 REDIS_HOST=localhost
 REDIS_PORT=6379
+REDIS_PASSWORD=<INSERT_REDIS_PASSWORD>
 
 # POSTGRES
 POSTGRES_DB=ghostfolio-db
 POSTGRES_USER=user
-POSTGRES_PASSWORD=password
+POSTGRES_PASSWORD=<INSERT_POSTGRES_PASSWORD>
 
-ACCESS_TOKEN_SALT=GHOSTFOLIO
+ACCESS_TOKEN_SALT=<INSERT_RANDOM_STRING>
 ALPHA_VANTAGE_API_KEY=
 DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer
-JWT_SECRET_KEY=123456
+JWT_SECRET_KEY=<INSERT_RANDOM_STRING>
-PORT=3333

.github/FUNDING.yml

@@ -0,0 +1 @@
+custom: ['https://www.buymeacoffee.com/ghostfolio']

.github/ISSUE_TEMPLATE/bug_report.md

@@ -0,0 +1,45 @@
+---
+name: Bug report
+about: Create a report to help us improve
+title: '[BUG]'
+labels: ''
+assignees: ''
+---
+
+The Issue tracker is **ONLY** used for reporting bugs. New features should be discussed on our [Slack channel](https://ghostfolio.slack.com) or in [Discussions](https://github.com/ghostfolio/ghostfolio/discussions).
+
+**Bug Description**
+
+<!-- A clear and concise description of what the bug is. -->
+
+**To Reproduce**
+
+<!-- Steps to reproduce the behavior -->
+
+1.
+2.
+3.
+
+**Expected behavior**
+
+<!-- A clear and concise description of what you expected to happen. -->
+
+**Screenshots**
+
+<!-- If applicable, add screenshots to help explain your problem. -->
+
+**Logs**
+
+<!-- If applicable, add logs to help explain your problem. -->
+
+**Environment**
+
+<!-- Please complete the following information -->
+
+- Ghostfolio Version X.Y.Z
+- Browser
+- OS
+
+**Additional context**
+
+<!-- Add any other context about the problem here. -->

.github/workflows/build-code.yml

@@ -0,0 +1,36 @@
+name: Build code
+
+on:
+  pull_request:
+  workflow_dispatch:
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        node_version:
+          - 16
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v3
+        with:
+          fetch-depth: 0
+
+      - name: Use Node.js ${{ matrix.node_version }}
+        uses: actions/setup-node@v3
+        with:
+          node-version: ${{ matrix.node_version }}
+          cache: 'yarn'
+
+      - name: Install dependencies
+        run: yarn install --frozen-lockfile
+
+      - name: Check formatting
+        run: yarn format:check
+
+      - name: Execute tests
+        run: yarn test
+
+      - name: Build application
+        run: yarn build:all

.github/workflows/docker-image.yml

@@ -0,0 +1,49 @@
+name: Docker image CD
+
+on:
+  push:
+    tags:
+      - '*.*.*'
+  pull_request:
+    branches:
+      - 'main'
+
+jobs:
+  build_and_push:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v3
+
+      - name: Docker metadata
+        id: meta
+        uses: docker/metadata-action@v4
+        with:
+          images: ghostfolio/ghostfolio
+          tags: |
+            type=semver,pattern={{version}}
+
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v2
+
+      - name: Set up Docker Buildx
+        id: buildx
+        uses: docker/setup-buildx-action@v2
+
+      - name: Login to DockerHub
+        if: github.event_name != 'pull_request'
+        uses: docker/login-action@v2
+        with:
+          username: ${{ secrets.DOCKER_HUB_USERNAME }}
+          password: ${{ secrets.DOCKER_HUB_ACCESS_TOKEN }}
+
+      - name: Build and push
+        uses: docker/build-push-action@v3
+        with:
+          context: .
+          platforms: linux/amd64,linux/arm64
+          push: ${{ github.event_name != 'pull_request' }}
+          tags: ${{ steps.meta.outputs.tags }}
+          labels: ${{ steps.meta.output.labels }}
+          cache-from: type=gha
+          cache-to: type=gha,mode=max

.gitignore

@@ -24,15 +24,16 @@
 
 # misc
 /.angular/cache
+.env.prod
 /.sass-cache
 /connect.lock
 /coverage
 /dist
 /libpeerconnection.log
 npm-debug.log
-yarn-error.log
 testem.log
 /typings
+yarn-error.log
 
 # System Files
 .DS_Store

.prettierrc

@@ -1,4 +1,13 @@
 {
+  "attributeGroups": [
+    "$ANGULAR_ELEMENT_REF",
+    "$ANGULAR_STRUCTURAL_DIRECTIVE",
+    "$DEFAULT",
+    "$ANGULAR_INPUT",
+    "$ANGULAR_TWO_WAY_BINDING",
+    "$ANGULAR_OUTPUT"
+  ],
+  "attributeSort": "ASC",
   "endOfLine": "auto",
   "printWidth": 80,
   "singleQuote": true,

.travis.yml

@@ -1,30 +0,0 @@
-language: node_js
-git:
-  depth: false
-node_js:
-  - 14
-
-services:
-  - docker
-
-cache: yarn
-
-if: (type = pull_request) OR (tag IS present)
-
-jobs:
-  include:
-    - stage: Install dependencies
-      if: type = pull_request
-      script: yarn --frozen-lockfile
-    - stage: Check formatting
-      if: type = pull_request
-      script: yarn format:check
-    - stage: Execute tests
-      if: type = pull_request
-      script: yarn test
-    - stage: Build application
-      if: type = pull_request
-      script: yarn build:all
-    - stage: Build and publish docker image
-      if: tag IS present
-      script: ./publish-docker-image.sh

CHANGELOG.md

@@ -5,6 +5,925 @@ 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).
 
+## 1.205.1 - 16.10.2022
+
+### Changed
+
+- Persisted the language on url change
+- Improved the portfolio evolution chart
+- Refactored the appearance (dark mode) in user settings (from `appearance` to `colorScheme`)
+- Improved the wording on the landing page
+
+## 1.204.1 - 15.10.2022
+
+### Added
+
+- Added support to change the appearance (dark mode) in user settings
+- Added the total amount chart to the investment timeline
+- Setup the `prettier` plugin `prettier-plugin-organize-attributes`
+
+### Changed
+
+- Respected the current date in the _FIRE_ calculator
+- Simplified the settings management in the admin control panel
+- Renamed the data source type `RAKUTEN` to `RAPID_API`
+
+### Fixed
+
+- Fixed some links in the blog posts
+- Fixed the alignment of the value component on the allocations page
+
+### Todo
+
+- Rename the environment variable from `RAKUTEN_RAPID_API_KEY` to `RAPID_API_API_KEY`
+
+## 1.203.0 - 08.10.2022
+
+### Added
+
+- Supported a progressive line animation in the line chart component
+
+### Changed
+
+- Moved the benchmark comparator from experimental to general availability
+- Improved the user interface of the benchmark comparator
+
+### Fixed
+
+- Fixed an issue in the performance and chart calculation of today
+- Fixed the alignment of the value component in the admin control panel
+
+## 1.202.0 - 07.10.2022
+
+### Added
+
+- Added support for a translated 4% rule in the _FIRE_ section
+
+### Changed
+
+- Improved the caching of the benchmarks in the markets overview (only cache if fetching was successful)
+- Improved the wording in the twitter bot service
+
+### Fixed
+
+- Fixed the support for cryptocurrencies having a symbol with less than 3 characters (e.g. `SC-USD`)
+- Fixed the text truncation in the value component
+
+## 1.201.0 - 01.10.2022
+
+### Added
+
+- Added a blog post: _Hacktoberfest 2022_
+
+### Changed
+
+- Improved the usage of the value component in the admin control panel
+- Improved the language localization for Español (`es`)
+
+### Fixed
+
+- Fixed the usage of the value component on the allocations page
+
+## 1.200.0 - 01.10.2022
+
+### Added
+
+- Added a mini statistics section to the landing page including pulls on _Docker Hub_
+- Added an _As seen in_ section to the landing page
+- Added support for an icon in the value component
+
+### Changed
+
+- Upgraded `prisma` from version `4.1.1` to `4.4.0`
+
+## 1.199.1 - 27.09.2022
+
+### Added
+
+- Set up the language localization for Español (`es`)
+- Added support for sectors in mutual funds
+
+## 1.198.0 - 25.09.2022
+
+### Added
+
+- Added support to exclude an account from analysis
+- Set up the language localization for Nederlands (`nl`)
+
+## 1.197.0 - 24.09.2022
+
+### Added
+
+- Added the value of the active filter in percentage on the allocations page
+- Extended the feature overview page by multi-language support (English, German, Italian)
+
+### Changed
+
+- Combined the performance and chart calculation
+- Improved the style of various selectors (density)
+
+## 1.196.0 - 22.09.2022
+
+### Added
+
+- Set up the language localization for Italiano (`it`)
+- Extended the landing page
+
+## 1.195.0 - 20.09.2022
+
+### Changed
+
+- Improved the algorithm of the performance chart calculation
+
+### Fixed
+
+- Improved the chart tooltip of the benchmark comparator
+
+## 1.194.0 - 17.09.2022
+
+### Added
+
+- Added `NODE_ENV: production` to the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`)
+- Visualized the percentage of the active filter on the allocations page
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Respected the end date in the performance chart calculation
+
+### Todo
+
+- Set `NODE_ENV: production` as in [docker-compose.yml](https://github.com/ghostfolio/ghostfolio/blob/main/docker/docker-compose.yml)
+
+## 1.193.0 - 14.09.2022
+
+### Changed
+
+- Sorted the benchmarks by name
+- Extended the pricing page
+
+### Fixed
+
+- Fixed the calculations of the exchange rate service by changing `USD` to the base currency
+- Fixed the missing assets during the local development
+
+## 1.192.0 - 11.09.2022
+
+### Changed
+
+- Simplified the configuration of the benchmarks: `symbolProfileId` instead of `dataSource` and `symbol`
+- Upgraded `yahoo-finance2` from version `2.3.3` to `2.3.6`
+
+### Fixed
+
+- Improved the loading indicator of the benchmark comparator
+- Improved the error handling in the benchmark calculation
+
+## 1.191.0 - 10.09.2022
+
+### Changed
+
+- Removed the `currency` and `viewMode` from the `User` database schema
+
+### Fixed
+
+- Allowed the date range change for the demo user
+
+## 1.190.0 - 10.09.2022
+
+### Added
+
+- Added the date range component to the benchmark comparator
+
+### Changed
+
+- Improved the mobile layout of the benchmark comparator
+- Migrated the date range setting from the locale storage to the user settings
+- Refactored the `currency` and `view mode` in the user settings
+
+## 1.189.0 - 08.09.2022
+
+### Changed
+
+- Distinguished between currency and unit in the chart tooltip
+
+### Fixed
+
+- Fixed the benchmark chart in the benchmark comparator (experimental)
+
+## 1.188.0 - 06.09.2022
+
+### Added
+
+- Added a benchmark comparator (experimental)
+
+### Fixed
+
+- Improved the asset profile details dialog for assets without a (first) activity in the admin control panel
+
+## 1.187.0 - 03.09.2022
+
+### Added
+
+- Supported units in the line chart component
+- Added a new chart calculation engine (experimental)
+
+## 1.186.2 - 03.09.2022
+
+### Changed
+
+- Decreased the rate limiter duration of queue jobs from 5 to 4 seconds
+- Removed the alias from the `User` database schema
+- Upgraded `angular` from version `14.1.0` to `14.2.0`
+- Upgraded `Nx` from version `14.5.1` to `14.6.4`
+
+### Fixed
+
+- Fixed the environment variables `REDIS_HOST`, `REDIS_PASSWORD` and `REDIS_PORT` in the Redis configuration
+- Handled errors in the portfolio calculation if there is no internet connection
+- Fixed the _GitHub_ contributors count on the about page
+
+## 1.185.0 - 30.08.2022
+
+### Added
+
+- Added a skeleton loader to the market mood component in the markets overview
+
+### Changed
+
+- Moved the build pipeline from _Travis_ to _GitHub Actions_
+- Increased the caching of the benchmarks
+
+### Fixed
+
+- Disabled the language selector for the demo user
+
+## 1.184.2 - 28.08.2022
+
+### Added
+
+- Added the alias to the `Access` database schema
+- Added support for translated time distances
+- Added a _GitHub Action_ to create an `arm64` docker image
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed the missing assets during the local development
+
+## 1.183.0 - 24.08.2022
+
+### Added
+
+- Added a filter by asset sub class for the asset profiles in the admin control
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+## 1.182.0 - 23.08.2022
+
+### Changed
+
+- Improved the language localization for German (`de`)
+- Extended and made the columns of the asset profiles sortable in the admin control
+- Moved the asset profile details in the admin control panel to a dialog
+
+## 1.181.2 - 21.08.2022
+
+### Added
+
+- Added a language selector to the account page
+- Added support for translated labels in the value component
+
+### Changed
+
+- Integrated the commands `database:setup` and `database:migrate` into the container start
+
+### Fixed
+
+- Fixed a division by zero error in the benchmarks calculation
+
+### Todo
+
+- Apply manual data migration (`yarn database:migrate`) is not needed anymore
+
+## 1.180.1 - 18.08.2022
+
+### Added
+
+- Set up `ng-extract-i18n-merge` to improve the i18n extraction and merge workflow
+- Set up the language localization for German (`de`)
+- Resolved the feature graphic of the blog post
+
+### Changed
+
+- Tagged template literal strings in components for localization with `$localize`
+
+### Fixed
+
+- Fixed the license component in the about page
+- Fixed the links to the blog posts
+
+## 1.179.5 - 15.08.2022
+
+### Added
+
+- Set up i18n support
+- Added a blog post: _500 Stars on GitHub_
+
+### Changed
+
+- Reduced the maximum width of the performance chart on the home page
+
+## 1.178.0 - 09.08.2022
+
+### Added
+
+- Added `url` to the symbol profile overrides model for manual adjustments
+- Added default values for `countries` and `sectors` of the symbol profile overrides model
+
+### Changed
+
+- Simplified the initialization of the exchange rate service
+- Improved the orders query for `assetClass` with symbol profile overrides
+- Improved the styling of the benchmarks in the markets overview
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.177.0 - 04.08.2022
+
+### Added
+
+- Added `GHOSTFOLIO` as a default to `DATA_SOURCES`
+- Added the `AGPLv3` logo to the landing page
+
+### Changed
+
+- Refactored the initialization of the exchange rate service
+- Upgraded `angular` from version `14.0.2` to `14.1.0`
+- Upgraded `nestjs` from version `8.4.7` to `9.0.7`
+- Upgraded `Nx` from version `14.3.5` to `14.5.1`
+- Upgraded `prisma` from version `3.15.2` to `4.1.1`
+
+### Fixed
+
+- Handled database connection errors (do not exit process)
+
+## 1.176.2 - 31.07.2022
+
+### Added
+
+- Added page titles
+
+### Changed
+
+- Improved the performance of data provider requests by introducing a maximum number of symbols per request (chunk size)
+- Changed the log level settings
+- Refactored the access of the environment variables in the bootstrap function (api)
+- Upgraded `Node.js` from version `14` to `16` (`Dockerfile`)
+
+### Todo
+
+- Upgrade to `Node.js` 16+
+
+## 1.175.0 - 29.07.2022
+
+### Added
+
+- Set up a Frequently Asked Questions (FAQ) page
+- Added the savings rate to the investment timeline grouped by month
+
+### Fixed
+
+- Added the symbols to the activities in the account detail dialog
+
+## 1.174.0 - 27.07.2022
+
+### Added
+
+- Support a note for activities
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.173.0 - 23.07.2022
+
+### Fixed
+
+- Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `USX` to `USD`)
+
+## 1.172.0 - 23.07.2022
+
+### Added
+
+- Added a blog post: _Ghostfolio meets Internet Identity_
+
+## 1.171.0 - 22.07.2022
+
+### Added
+
+- Added _Internet Identity_ as a new social login provider
+
+### Changed
+
+- Improved the empty state of the
+  - _Analysis_ section
+  - _Holdings_ section
+  - performance chart on the home page
+
+### Fixed
+
+- Fixed the distorted tooltip in the performance chart on the home page
+- Fixed a calculation issue of the current month in the investment timeline grouped by month
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.170.0 - 19.07.2022
+
+### Added
+
+- Added support for the tags in the create or edit transaction dialog
+- Added support for the cryptocurrency _TerraUSD_ (`UST-USD`)
+
+### Changed
+
+- Removed the alias from the user interface as a preparation to remove it from the `User` database schema
+- Removed the activities import limit for users with a subscription
+
+### Todo
+
+- Rename the environment variable from `MAX_ORDERS_TO_IMPORT` to `MAX_ACTIVITIES_TO_IMPORT`
+
+## 1.169.0 - 14.07.2022
+
+### Added
+
+- Added support for the cryptocurrency _Songbird_ (`SGB1-USD`)
+- Added support for the cryptocurrency _Terra 2.0_ (`LUNA2-USD`)
+- Added a blog post
+
+### Changed
+
+- Refreshed the cryptocurrencies list to support more coins by default
+- Upgraded `date-fns` from version `2.22.1` to `2.28.0`
+
+## 1.168.0 - 10.07.2022
+
+### Added
+
+- Extended the investment timeline grouped by month
+
+### Changed
+
+- Handled an occasional currency pair inconsistency in the _Yahoo Finance_ service (`GBP=X` instead of `USDGBP=X`)
+
+### Fixed
+
+- Fixed the content height of the account detail dialog
+
+## 1.167.0 - 07.07.2022
+
+### Added
+
+- Added _Markets_ to the public pages
+
+### Changed
+
+- Improved the _Create Account_ link in the _Live Demo_
+- Upgraded `ngx-markdown` from version `13.0.0` to `14.0.1`
+
+### Fixed
+
+- Fixed an issue in the _Holdings_ section for users without a subscription
+
+## 1.166.0 - 30.06.2022
+
+### Added
+
+- Added an account detail dialog
+
+### Changed
+
+- Improved the label of the (symbol) search
+- Refactored the demo account as a route (`/demo`)
+- Upgraded `nestjs` from version `8.2.3` to `8.4.7`
+- Upgraded `prisma` from version `3.14.0` to `3.15.2`
+- Upgraded `yahoo-finance2` from version `2.3.2` to `2.3.3`
+- Upgraded `zone.js` from version `0.11.4` to `0.11.6`
+
+## 1.165.0 - 25.06.2022
+
+### Added
+
+- Added an icon and name column to the positions table
+- Added a reusable premium indicator component
+
+### Changed
+
+- Moved the positions table to a dedicated section (_Holdings_)
+- Changed the data gathering by symbol endpoint to delete data first
+
+## 1.164.0 - 23.06.2022
+
+### Added
+
+- Added the positions table including performance to the public page
+
+## 1.163.0 - 22.06.2022
+
+### Changed
+
+- Improved the onboarding for iOS
+
+## 1.162.0 - 18.06.2022
+
+### Added
+
+- Added a _Privacy Policy_ page
+
+### Changed
+
+- Simplified the header
+
+### Fixed
+
+- Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `ILA` to `ILS`)
+
+## 1.161.1 - 16.06.2022
+
+### Added
+
+- Added the vertical hover line to inspect data points in the performance chart on the home page
+
+### Changed
+
+- Improved the landing page
+- Upgraded `angular` from version `13.3.6` to `14.0.2`
+- Upgraded `Nx` from version `14.1.4` to `14.3.5`
+- Upgraded `storybook` from version `6.4.22` to `6.5.9`
+
+### Fixed
+
+- Improved the error handling of missing market prices
+
+## 1.160.0 - 15.06.2022
+
+### Fixed
+
+- Fixed the `No data provider has been found` error in the search (regression after `envalid` upgrade to `7.3.1` in Ghostfolio `1.157.0`)
+
+## 1.159.0 - 15.06.2022
+
+### Changed
+
+- Changed the default `HOST` to `0.0.0.0`
+- Refactored the endpoint of the public page (filter by equity)
+
+## 1.158.1 - 12.06.2022
+
+### Added
+
+- Extended the queue jobs view in the admin control panel by a data dialog
+
+### Changed
+
+- Exposed the environment variable `HOST`
+- Decreased the number of attempts of queue jobs from `20` to `10` (fail earlier)
+- Improved the message for data provider errors in the client
+- Changed the label from _Balance_ to _Cash Balance_ in the account dialog
+- Restructured the documentation for self-hosting
+
+## 1.157.0 - 11.06.2022
+
+### Added
+
+- Extended the queue jobs view in the admin control panel by the number of attempts and the status
+
+### Changed
+
+- Migrated the historical market data gathering to the queue design pattern
+- Refreshed the cryptocurrencies list to support more coins by default
+- Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 180 days
+- Upgraded `chart.js` from version `3.7.0` to `3.8.0`
+- Upgraded `envalid` from version `7.2.1` to `7.3.1`
+
+### Fixed
+
+- Reloaded the accounts of a user after creating, editing or deleting one
+- Excluded empty items in the activities filter
+
+## 1.156.0 - 05.06.2022
+
+### Added
+
+- Added the user id to the account page
+- Added a new view with jobs of the queue to the admin control panel
+
+### Changed
+
+- Simplified the features page
+- Restructured the _FIRE_ section
+- Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `4.1.0` to `5.2.1`
+
+### Fixed
+
+- Fixed the `docker-compose` files to resolve variables correctly
+
+## 1.155.0 - 29.05.2022
+
+### Added
+
+- Added `EOD_HISTORICAL_DATA` as a new data source type
+
+### Changed
+
+- Exposed the environment variable `REDIS_PASSWORD`
+
+### Fixed
+
+- Fixed the empty state of the portfolio proportion chart component (with 2 levels)
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.154.0 - 28.05.2022
+
+### Added
+
+- Added a vertical hover line to inspect data points in the line chart component
+
+### Changed
+
+- Improved the tooltips of the chart components (content and style)
+- Simplified the pricing page
+- Improved the rounding numbers in the twitter bot service
+- Removed the dependency `round-to`
+
+## 1.153.0 - 27.05.2022
+
+### Added
+
+- Extended the benchmarks of the markets overview by the current market condition (bear and bull market)
+- Extended the twitter bot service by benchmarks
+- Added value redaction for the impersonation mode in the API response as an interceptor
+
+### Changed
+
+- Changed the twitter bot service to rest on the weekend
+- Upgraded `prisma` from version `3.12.0` to `3.14.0`
+
+### Fixed
+
+- Fixed a styling issue in the benchmark component on mobile
+
+## 1.152.0 - 26.05.2022
+
+### Added
+
+- Added the _Ghostfolio_ trailer to the landing page
+- Extended the markets overview by benchmarks (current change to the all time high)
+
+## 1.151.0 - 24.05.2022
+
+### Added
+
+- Added support to set the base currency as an environment variable (`BASE_CURRENCY`)
+
+### Fixed
+
+- Fixed an issue with the missing conversion of countries in the symbol profile overrides
+
+## 1.150.0 - 21.05.2022
+
+### Changed
+
+- Skipped data enhancer (_Trackinsight_) if data is inaccurate
+
+### Fixed
+
+- Fixed an issue with the currency conversion in the account calculations
+- Fixed an issue with countries in the symbol profile overrides
+
+## 1.149.0 - 16.05.2022
+
+### Added
+
+- Added groups to the activities filter component
+- Added support for filtering by asset class on the allocations page
+
+## 1.148.0 - 14.05.2022
+
+### Added
+
+- Supported enter key press to submit the form of the create or edit transaction dialog
+- Added a _Report Data Glitch_ button to the position detail dialog
+
+### Fixed
+
+- Fixed the date format of the date picker and support manual changes
+- Fixed the state of the account delete button (disable if account contains activities)
+- Fixed an issue in the activities filter component (typing a search term)
+
+## 1.147.0 - 10.05.2022
+
+### Changed
+
+- Improved the allocations page with no filtering (include cash positions)
+
+## 1.146.3 - 08.05.2022
+
+### Added
+
+- Set up a queue for the data gathering jobs
+- Set up _Nx Cloud_
+
+### Changed
+
+- Migrated the asset profile data gathering to the queue design pattern
+- Improved the allocations page with no filtering
+- Harmonized the _No data available_ label in the portfolio proportion chart component
+- Improved the _FIRE_ calculator for the _Live Demo_
+- Simplified the about page
+- Upgraded `angular` from version `13.2.2` to `13.3.6`
+- Upgraded `Nx` from version `13.8.5` to `14.1.4`
+- Upgraded `storybook` from version `6.4.18` to `6.4.22`
+
+### Fixed
+
+- Eliminated the circular dependencies in the `@ghostfolio/common` library
+
+## 1.145.0 - 07.05.2022
+
+### Added
+
+- Added support for filtering by accounts on the allocations page
+- Added support for private equity
+- Extended the form to set the asset and asset sub class for (wealth) items
+
+### Changed
+
+- Refactored the filtering (activities table and allocations page)
+
+### Fixed
+
+- Fixed the tooltip update in the portfolio proportion chart component
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.144.0 - 30.04.2022
+
+### Added
+
+- Added support for commodities (via futures)
+- Added support for real estate
+
+### Changed
+
+- Improved the layout of the position detail dialog
+- Upgraded `yahoo-finance2` from version `2.3.1` to `2.3.2`
+
+### Fixed
+
+- Fixed the import validation for numbers equal 0
+- Fixed the color of the spinner in the activities filter component (dark mode)
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.143.0 - 26.04.2022
+
+### Changed
+
+- Improved the filtering by tags
+
+## 1.142.0 - 25.04.2022
+
+### Added
+
+- Added the tags to the create or edit transaction dialog
+- Added the tags to the position detail dialog
+
+### Changed
+
+- Changed the date to UTC in the data gathering service
+- Reused the value component in the users table of the admin control panel
+
+## 1.141.1 - 24.04.2022
+
+### Added
+
+- Added the database migration
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.141.0 - 24.04.2022
+
+### Added
+
+- Added a tagging system for activities
+
+### Changed
+
+- Extracted the activities table filter to a dedicated component
+- Changed the url of the _Get Started_ link to `https://ghostfol.io` on the public page
+- Simplified `@@id` using multiple fields with `@id` in the database schema of (`Access`, `Order`, `Subscription`)
+- Upgraded `prisma` from version `3.11.1` to `3.12.0`
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.140.2 - 22.04.2022
+
+### Added
+
+- Added support for sub-labels in the value component
+- Added a symbol profile overrides model for manual adjustments
+
+### Changed
+
+- Reused the value component in the _Ghostfolio in Numbers_ section of the about page
+- Persisted the savings rate in the _FIRE_ calculator
+- Upgraded `yahoo-finance2` from version `2.3.0` to `2.3.1`
+
+### Fixed
+
+- Fixed the calculation of the total value for sell and dividend activities in the create or edit transaction dialog
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.139.0 - 18.04.2022
+
+### Added
+
+- Added the total amount to the tooltip in the chart of the _FIRE_ calculator
+
+### Changed
+
+- Beautified the ETF names in the symbol profile
+
+### Fixed
+
+- Fixed an issue with changing the investment horizon in the chart of the _FIRE_ calculator
+- Fixed an issue with the end dates in the `.ics` file of the future activities (drafts) export
+- Fixed the data source of the _Fear & Greed Index_ (market mood)
+
+## 1.138.0 - 16.04.2022
+
+### Added
+
+- Added support to export a single future activity (draft) as an `.ics` file
+- Added the _Boringly Getting Rich_ guide to the resources section
+
+### Changed
+
+- Separated the deposit and savings in the chart of the _FIRE_ calculator
+
+## 1.137.0 - 15.04.2022
+
+### Added
+
+- Added support to export future activities (drafts) as an `.ics` file
+
+### Changed
+
+- Migrated the search functionality to `yahoo-finance2`
+
+### Fixed
+
+- Fixed an issue in the average price / investment calculation for sell activities
+
+## 1.136.0 - 13.04.2022
+
+### Changed
+
+- Changed the _Total_ label to _Total Assets_ in the portfolio summary tab on the home page
+
+### Fixed
+
+- Fixed an issue with the calculation of the projected total amount in the _FIRE_ calculator
+- Fixed an issue with the loading state of the _FIRE_ calculator
+
 ## 1.135.0 - 10.04.2022
 
 ### Added
@@ -62,8 +981,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Display the value in base currency in the accounts table on mobile
+- Displayed the value in base currency in the accounts table on mobile
-- Display the value in base currency in the activities table on mobile
+- Displayed the value in base currency in the activities table on mobile
 - Renamed `orders` to `activities` in import and export functionality
 - Harmonized the algebraic sign of `currentGrossPerformancePercent` and `currentNetPerformancePercent` with `currentGrossPerformance` and `currentNetPerformance`
 - Improved the pricing page
@@ -256,7 +1175,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Upgraded `angular` from version `13.1.2` to `13.2.3`
+- Upgraded `angular` from version `13.1.2` to `13.2.2`
 - Upgraded `Nx` from version `13.4.1` to `13.8.1`
 - Upgraded `storybook` from version `6.4.9` to `6.4.18`
 

Dockerfile

@@ -1,7 +1,6 @@
-FROM node:14-alpine as builder
+FROM --platform=$BUILDPLATFORM node:16-slim as builder
 
 # Build application and add additional files
-
 WORKDIR /ghostfolio
 
 # Only add basic files without the application itself to avoid rebuilding
@@ -10,9 +9,16 @@ COPY ./CHANGELOG.md CHANGELOG.md
 COPY ./LICENSE LICENSE
 COPY ./package.json package.json
 COPY ./yarn.lock yarn.lock
+COPY ./.yarnrc .yarnrc
 COPY ./prisma/schema.prisma prisma/schema.prisma
 
-RUN apk add --no-cache python3 g++ make openssl
+RUN apt update && apt install -y \
+    git \
+    g++ \
+    make \
+    openssl \
+    python3 \
+    && rm -rf /var/lib/apt/lists/*
 RUN yarn install
 
 # See https://github.com/nrwl/nx/issues/6586 for further details
@@ -23,7 +29,7 @@ COPY ./angular.json angular.json
 COPY ./nx.json nx.json
 COPY ./replace.build.js replace.build.js
 COPY ./jest.preset.js jest.preset.js
-COPY ./jest.config.js jest.config.js
+COPY ./jest.config.ts jest.config.ts
 COPY ./tsconfig.base.json tsconfig.base.json
 COPY ./libs libs
 COPY ./apps apps
@@ -45,8 +51,12 @@ COPY package.json /ghostfolio/dist/apps/api
 RUN yarn database:generate-typings
 
 # Image to run, copy everything needed from builder
-FROM node:14-alpine
+FROM node:16-slim
+RUN apt update && apt install -y \
+    openssl \
+    && rm -rf /var/lib/apt/lists/*
+
 COPY --from=builder /ghostfolio/dist/apps /ghostfolio/apps
 WORKDIR /ghostfolio/apps/api
 EXPOSE 3333
-CMD [ "node", "main" ]
+CMD [  "yarn", "start:prod" ]

README.md

@@ -9,32 +9,31 @@
 
   <h1>Ghostfolio</h1>
   <p>
-    <strong>Open Source Wealth Management Software made for Humans</strong>
+    <strong>Open Source Wealth Management Software</strong>
   </p>
   <p>
-    <a href="https://ghostfol.io"><strong>Live Demo</strong></a> | <a href="https://ghostfol.io/pricing"><strong>Ghostfolio Premium</strong></a> | <a href="https://ghostfol.io/blog"><strong>Blog</strong></a> | <a href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"><strong>Slack</strong></a> | <a href="https://twitter.com/ghostfolio_"><strong>Twitter</strong></a>
+    <a href="https://ghostfol.io"><strong>Ghostfol.io</strong></a> | <a href="https://ghostfol.io/en/demo"><strong>Live Demo</strong></a> | <a href="https://ghostfol.io/en/pricing"><strong>Ghostfolio Premium</strong></a> | <a href="https://ghostfol.io/en/faq"><strong>FAQ</strong></a> | <a href="https://ghostfol.io/en/blog"><strong>Blog</strong></a> | <a href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"><strong>Slack</strong></a> | <a href="https://twitter.com/ghostfolio_"><strong>Twitter</strong></a>
   </p>
   <p>
     <a href="#contributing">
       <img src="https://img.shields.io/badge/contributions-welcome-orange.svg"/></a>
-    <a href="https://travis-ci.com/github/ghostfolio/ghostfolio" rel="nofollow">
-      <img src="https://travis-ci.com/ghostfolio/ghostfolio.svg?branch=main" alt="Build Status"/></a>
     <a href="https://www.gnu.org/licenses/agpl-3.0" rel="nofollow">
       <img src="https://img.shields.io/badge/License-AGPL%20v3-blue.svg" alt="License: AGPL v3"/></a>
   </p>
 </div>
 
-**Ghostfolio** is an open source wealth management software built with web technology. The application empowers busy people to keep track of their wealth like stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.
+**Ghostfolio** is an open source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.
 
-<div align="center">
+<div align="center" style="margin-top: 1rem; margin-bottom: 1rem;">
-  <img src="./apps/client/src/assets/images/screenshot.png" width="300">
+  <a href="https://www.youtube.com/watch?v=yY6ObSQVJZk">
+    <img src="./apps/client/src/assets/images/video-preview.jpg" width="600"></a>
 </div>
 
 ## Ghostfolio Premium
 
-Our official **[Ghostfolio Premium](https://ghostfol.io/pricing)** cloud offering is the easiest way to get started. Due to the time it saves, this will be the best option for most people. The revenue is used for covering the hosting costs.
+Our official **[Ghostfolio Premium](https://ghostfol.io/en/pricing)** cloud offering is the easiest way to get started. Due to the time it saves, this will be the best option for most people. The revenue is used for covering the hosting costs.
 
-If you prefer to run Ghostfolio on your own infrastructure (self-hosting), please find further instructions in the section [Run with Docker](#run-with-docker-self-hosting).
+If you prefer to run Ghostfolio on your own infrastructure, please find further instructions in the [Self-hosting](#self-hosting) section.
 
 ## Why Ghostfolio?
 
@@ -47,7 +46,7 @@ Ghostfolio is for you if you are...
 - 🧘 into minimalism
 - 🧺 caring about diversifying your financial resources
 - 🆓 interested in financial independence
-- 🙅 saying no to spreadsheets in 2021
+- 🙅 saying no to spreadsheets in 2022
 - 😎 still reading this list
 
 ## Features
@@ -62,6 +61,10 @@ Ghostfolio is for you if you are...
 - ✅ Zen Mode
 - ✅ Mobile-first design
 
+<div align="center" style="margin-top: 1rem; margin-bottom: 1rem;">
+  <img src="./apps/client/src/assets/images/screenshot.png" width="300">
+</div>
+
 ## Technology Stack
 
 Ghostfolio is a modern web application written in [TypeScript](https://www.typescriptlang.org) and organized as an [Nx](https://nx.dev) workspace.
@@ -74,47 +77,53 @@ The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://
 
 The frontend is built with [Angular](https://angular.io) and uses [Angular Material](https://material.angular.io) with utility classes from [Bootstrap](https://getbootstrap.com).
 
-## Run with Docker (self-hosting)
+## Self-hosting
 
-### Prerequisites
+We provide official container images hosted on [Docker Hub](https://hub.docker.com/r/ghostfolio/ghostfolio) for `linux/amd64` and `linux/arm64`.
 
-- [Docker](https://www.docker.com/products/docker-desktop)
+### Supported Environment Variables
-- A local copy of this Git repository (clone)
 
-### a. Run environment
+| Name                | Default Value | Description                                                                                                                         |
+| ------------------- | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
+| `ACCESS_TOKEN_SALT` |               | A random string used as salt for access tokens                                                                                      |
+| `BASE_CURRENCY`     | `USD`         | The base currency of the Ghostfolio application. Caution: This cannot be changed later!                                             |
+| `DATABASE_URL`      |               | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
+| `HOST`              | `0.0.0.0`     | The host where the Ghostfolio application will run on                                                                               |
+| `JWT_SECRET_KEY`    |               | A random string used for _JSON Web Tokens_ (JWT)                                                                                    |
+| `PORT`              | `3333`        | The port where the Ghostfolio application will run on                                                                               |
+| `POSTGRES_DB`       |               | The name of the _PostgreSQL_ database                                                                                               |
+| `POSTGRES_PASSWORD` |               | The password of the _PostgreSQL_ database                                                                                           |
+| `POSTGRES_USER`     |               | The user of the _PostgreSQL_ database                                                                                               |
+| `REDIS_HOST`        |               | The host where _Redis_ is running                                                                                                   |
+| `REDIS_PASSWORD`    |               | The password of _Redis_                                                                                                             |
+| `REDIS_PORT`        |               | The port where _Redis_ is running                                                                                                   |
+
+### Run with Docker Compose
+
+#### Prerequisites
+
+- Basic knowledge of Docker
+- Installation of [Docker](https://www.docker.com/products/docker-desktop)
+- Local copy of this Git repository (clone)
+
+#### a. Run environment
 
 Run the following command to start the Docker images from [Docker Hub](https://hub.docker.com/r/ghostfolio/ghostfolio):
 
 ```bash
-docker-compose -f docker/docker-compose.yml up -d
+docker-compose --env-file ./.env -f docker/docker-compose.yml up -d
 ```
 
-#### Setup Database
+#### b. Build and run environment
-
-Run the following command to setup the database once Ghostfolio is running:
-
-```bash
-docker-compose -f docker/docker-compose.yml exec ghostfolio yarn database:setup
-```
-
-### b. Build and run environment
 
 Run the following commands to build and start the Docker images:
 
 ```bash
-docker-compose -f docker/docker-compose.build.yml build
+docker-compose --env-file ./.env -f docker/docker-compose.build.yml build
-docker-compose -f docker/docker-compose.build.yml up -d
+docker-compose --env-file ./.env -f docker/docker-compose.build.yml up -d
 ```
 
-#### Setup Database
+#### Fetch Historical Data
-
-Run the following command to setup the database once Ghostfolio is running:
-
-```bash
-docker-compose -f docker/docker-compose.build.yml exec ghostfolio yarn database:setup
-```
-
-### Fetch Historical Data
 
 Open http://localhost:3333 in your browser and accomplish these steps:
 
@@ -122,25 +131,30 @@ Open http://localhost:3333 in your browser and accomplish these steps:
 1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
 1. Click _Sign out_ and check out the _Live Demo_
 
-### Upgrade Version
+#### Upgrade Version
 
 1. Increase the version of the `ghostfolio/ghostfolio` Docker image in `docker/docker-compose.yml`
-1. Run the following command to start the new Docker image: `docker-compose -f docker/docker-compose.yml up -d`
+1. Run the following command to start the new Docker image: `docker-compose --env-file ./.env -f docker/docker-compose.yml up -d`  
-1. Then, run the following command to keep your database schema in sync: `docker-compose -f docker/docker-compose.yml exec ghostfolio yarn database:migrate`
+   At each start, the container will automatically apply the database schema migrations if needed.
+
+### Run with _Unraid_ (Community)
+
+Please follow the instructions of the Ghostfolio [Unraid Community App](https://unraid.net/community/apps?q=ghostfolio).
 
 ## Development
 
 ### Prerequisites
 
 - [Docker](https://www.docker.com/products/docker-desktop)
-- [Node.js](https://nodejs.org/en/download) (version 14+)
+- [Node.js](https://nodejs.org/en/download) (version 16+)
 - [Yarn](https://yarnpkg.com/en/docs/install)
 - A local copy of this Git repository (clone)
 
 ### Setup
 
 1. Run `yarn install`
-1. Run `docker-compose -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
+1. Run `yarn build:dev` to build the source code including the assets
+1. Run `docker-compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
 1. Run `yarn database:setup` to initialize the database schema and populate your database with (example) data
 1. Start the server and the client (see [_Development_](#Development))
 1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
@@ -174,7 +188,7 @@ yarn database:push
 
 Run `yarn test`
 
-## Public API (experimental)
+## Public API
 
 ### Import Activities
 
@@ -246,6 +260,8 @@ Ghostfolio is **100% free** and **open source**. We encourage and support an act
 
 Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack channel](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg), tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_) or send an e-mail to hi@ghostfol.io. 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)**.
+
 ## License
 
 © 2022 [Ghostfolio](https://ghostfol.io)

angular.json

@@ -2,6 +2,7 @@
   "version": 1,
   "projects": {
     "api": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "root": "apps/api",
       "sourceRoot": "apps/api/src",
       "projectType": "application",
@@ -47,7 +48,7 @@
         "test": {
           "builder": "@nrwl/jest:jest",
           "options": {
-            "jestConfig": "apps/api/jest.config.js",
+            "jestConfig": "apps/api/jest.config.ts",
             "passWithNoTests": true
           },
           "outputs": ["coverage/apps/api"]
@@ -56,6 +57,7 @@
       "tags": []
     },
     "client": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "projectType": "application",
       "schematics": {
         "@schematics/angular:component": {
@@ -75,45 +77,49 @@
             "polyfills": "apps/client/src/polyfills.ts",
             "tsConfig": "apps/client/tsconfig.app.json",
             "assets": [
-              "apps/client/src/assets",
               {
                 "glob": "assetlinks.json",
                 "input": "apps/client/src/assets",
-                "output": "./.well-known"
+                "output": "./../.well-known"
               },
               {
                 "glob": "CHANGELOG.md",
                 "input": "",
-                "output": "./assets"
+                "output": "./../assets"
               },
               {
                 "glob": "LICENSE",
                 "input": "",
-                "output": "./assets"
+                "output": "./../assets"
               },
               {
                 "glob": "robots.txt",
                 "input": "apps/client/src/assets",
-                "output": "./"
+                "output": "./../"
               },
               {
                 "glob": "sitemap.xml",
                 "input": "apps/client/src/assets",
-                "output": "./"
+                "output": "./../"
               },
               {
                 "glob": "**/*",
                 "input": "node_modules/ionicons/dist/ionicons",
-                "output": "./ionicons"
+                "output": "./../ionicons"
               },
               {
                 "glob": "**/*.js",
                 "input": "node_modules/ionicons/dist/",
-                "output": "./"
+                "output": "./../"
+              },
+              {
+                "glob": "**/*",
+                "input": "apps/client/src/assets",
+                "output": "./../assets/"
               }
             ],
             "styles": ["apps/client/src/styles.scss"],
-            "scripts": ["node_modules/marked/lib/marked.js"],
+            "scripts": ["node_modules/marked/marked.min.js"],
             "vendorChunk": true,
             "extractLicenses": false,
             "buildOptimizer": false,
@@ -122,6 +128,26 @@
             "namedChunks": true
           },
           "configurations": {
+            "development-de": {
+              "baseHref": "/de/",
+              "localize": ["de"]
+            },
+            "development-en": {
+              "baseHref": "/en/",
+              "localize": ["en"]
+            },
+            "development-es": {
+              "baseHref": "/es/",
+              "localize": ["es"]
+            },
+            "development-it": {
+              "baseHref": "/it/",
+              "localize": ["it"]
+            },
+            "development-nl": {
+              "baseHref": "/nl/",
+              "localize": ["nl"]
+            },
             "production": {
               "fileReplacements": [
                 {
@@ -160,15 +186,38 @@
             "proxyConfig": "apps/client/proxy.conf.json"
           },
           "configurations": {
+            "development-de": {
+              "browserTarget": "client:build:development-de"
+            },
+            "development-en": {
+              "browserTarget": "client:build:development-en"
+            },
+            "development-es": {
+              "browserTarget": "client:build:development-es"
+            },
+            "development-it": {
+              "browserTarget": "client:build:development-it"
+            },
+            "development-nl": {
+              "browserTarget": "client:build:development-nl"
+            },
             "production": {
               "browserTarget": "client:build:production"
             }
           }
         },
         "extract-i18n": {
-          "builder": "@angular-devkit/build-angular:extract-i18n",
+          "builder": "ng-extract-i18n-merge:ng-extract-i18n-merge",
           "options": {
-            "browserTarget": "client:build"
+            "browserTarget": "client:build",
+            "includeContext": true,
+            "outputPath": "src/locales",
+            "targetFiles": [
+              "messages.de.xlf",
+              "messages.es.xlf",
+              "messages.it.xlf",
+              "messages.nl.xlf"
+            ]
           }
         },
         "lint": {
@@ -180,15 +229,37 @@
         "test": {
           "builder": "@nrwl/jest:jest",
           "options": {
-            "jestConfig": "apps/client/jest.config.js",
+            "jestConfig": "apps/client/jest.config.ts",
             "passWithNoTests": true
           },
           "outputs": ["coverage/apps/client"]
         }
       },
+      "i18n": {
+        "locales": {
+          "de": {
+            "baseHref": "/de/",
+            "translation": "apps/client/src/locales/messages.de.xlf"
+          },
+          "es": {
+            "baseHref": "/es/",
+            "translation": "apps/client/src/locales/messages.es.xlf"
+          },
+          "it": {
+            "baseHref": "/it/",
+            "translation": "apps/client/src/locales/messages.it.xlf"
+          },
+          "nl": {
+            "baseHref": "/nl/",
+            "translation": "apps/client/src/locales/messages.nl.xlf"
+          }
+        },
+        "sourceLocale": "en"
+      },
       "tags": []
     },
     "client-e2e": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "root": "apps/client-e2e",
       "sourceRoot": "apps/client-e2e/src",
       "projectType": "application",
@@ -211,6 +282,7 @@
       "implicitDependencies": ["client"]
     },
     "common": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "root": "libs/common",
       "sourceRoot": "libs/common/src",
       "projectType": "library",
@@ -225,7 +297,7 @@
           "builder": "@nrwl/jest:jest",
           "outputs": ["coverage/libs/common"],
           "options": {
-            "jestConfig": "libs/common/jest.config.js",
+            "jestConfig": "libs/common/jest.config.ts",
             "passWithNoTests": true
           }
         }
@@ -233,6 +305,7 @@
       "tags": []
     },
     "ui": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "projectType": "library",
       "schematics": {
         "@schematics/angular:component": {
@@ -247,7 +320,7 @@
           "builder": "@nrwl/jest:jest",
           "outputs": ["coverage/libs/ui"],
           "options": {
-            "jestConfig": "libs/ui/jest.config.js",
+            "jestConfig": "libs/ui/jest.config.ts",
             "passWithNoTests": true
           }
         },
@@ -258,14 +331,12 @@
           }
         },
         "storybook": {
-          "builder": "@nrwl/storybook:storybook",
+          "builder": "@storybook/angular:start-storybook",
           "options": {
-            "uiFramework": "@storybook/angular",
             "port": 4400,
-            "config": {
+            "configDir": "libs/ui/.storybook",
-              "configFolder": "libs/ui/.storybook"
+            "browserTarget": "ui:build-storybook",
-            },
+            "compodoc": false
-            "projectBuildConfig": "ui:build-storybook"
           },
           "configurations": {
             "ci": {
@@ -274,15 +345,13 @@
           }
         },
         "build-storybook": {
-          "builder": "@nrwl/storybook:build",
+          "builder": "@storybook/angular:build-storybook",
           "outputs": ["{options.outputPath}"],
           "options": {
-            "uiFramework": "@storybook/angular",
+            "outputDir": "dist/storybook/ui",
-            "outputPath": "dist/storybook/ui",
+            "configDir": "libs/ui/.storybook",
-            "config": {
+            "browserTarget": "ui:build-storybook",
-              "configFolder": "libs/ui/.storybook"
+            "compodoc": false
-            },
-            "projectBuildConfig": "ui:build-storybook"
           },
           "configurations": {
             "ci": {
@@ -294,6 +363,7 @@
       "tags": []
     },
     "ui-e2e": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "root": "apps/ui-e2e",
       "sourceRoot": "apps/ui-e2e/src",
       "projectType": "application",

apps/api/jest.config.ts

@@ -1,6 +1,7 @@
-module.exports = {
+/* eslint-disable */
+export default {
   displayName: 'api',
-  preset: '../../jest.preset.js',
+
   globals: {
     'ts-jest': {
       tsconfig: '<rootDir>/tsconfig.spec.json'
@@ -12,5 +13,6 @@ module.exports = {
   moduleFileExtensions: ['ts', 'js', 'html'],
   coverageDirectory: '../../coverage/apps/api',
   testTimeout: 10000,
-  testEnvironment: 'node'
+  testEnvironment: 'node',
+  preset: '../../jest.preset.js'
 };

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

@@ -42,14 +42,16 @@ export class AccessController {
     return accessesWithGranteeUser.map((access) => {
       if (access.GranteeUser) {
         return {
-          granteeAlias: access.GranteeUser?.alias,
+          alias: access.alias,
+          grantee: access.GranteeUser?.id,
           id: access.id,
           type: 'RESTRICTED_VIEW'
         };
       }
 
       return {
-        granteeAlias: 'Public',
+        alias: access.alias,
+        grantee: 'Public',
         id: access.id,
         type: 'PUBLIC'
       };
@@ -71,6 +73,10 @@ export class AccessController {
     }
 
     return this.accessService.createAccess({
+      alias: data.alias || undefined,
+      GranteeUser: data.granteeUserId
+        ? { connect: { id: data.granteeUserId } }
+        : undefined,
       User: { connect: { id: this.request.user.id } }
     });
   }
@@ -78,8 +84,12 @@ export class AccessController {
   @Delete(':id')
   @UseGuards(AuthGuard('jwt'))
   public async deleteAccess(@Param('id') id: string): Promise<AccessModule> {
+    const access = await this.accessService.access({ id });
+
     if (
-      !hasPermission(this.request.user.permissions, permissions.deleteAccess)
+      !hasPermission(this.request.user.permissions, permissions.deleteAccess) ||
+      !access ||
+      access.userId !== this.request.user.id
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
@@ -88,10 +98,7 @@ export class AccessController {
     }
 
     return this.accessService.deleteAccess({
-      id_userId: {
+      id
-        id,
-        userId: this.request.user.id
-      }
     });
   }
 }

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

@@ -1 +1,11 @@
-export class CreateAccessDto {}
+import { IsOptional, IsString } from 'class-validator';
+
+export class CreateAccessDto {
+  @IsOptional()
+  @IsString()
+  alias?: string;
+
+  @IsOptional()
+  @IsString()
+  granteeUserId?: string;
+}

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

@@ -7,7 +7,10 @@ import {
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
 import { Accounts } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type {
+  AccountWithValue,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 import {
   Body,
   Controller,
@@ -92,9 +95,10 @@ export class AccountController {
       );
 
     let accountsWithAggregations =
-      await this.portfolioService.getAccountsWithAggregations(
+      await this.portfolioService.getAccountsWithAggregations({
-        impersonationUserId || this.request.user.id
+        userId: impersonationUserId || this.request.user.id,
-      );
+        withExcludedAccounts: true
+      });
 
     if (
       impersonationUserId ||
@@ -123,13 +127,46 @@ export class AccountController {
 
   @Get(':id')
   @UseGuards(AuthGuard('jwt'))
-  public async getAccountById(@Param('id') id: string): Promise<AccountModel> {
+  public async getAccountById(
-    return this.accountService.account({
+    @Headers('impersonation-id') impersonationId,
-      id_userId: {
+    @Param('id') id: string
-        id,
+  ): Promise<AccountWithValue> {
-        userId: this.request.user.id
+    const impersonationUserId =
-      }
+      await this.impersonationService.validateImpersonationId(
-    });
+        impersonationId,
+        this.request.user.id
+      );
+
+    let accountsWithAggregations =
+      await this.portfolioService.getAccountsWithAggregations({
+        filters: [{ id, type: 'ACCOUNT' }],
+        userId: impersonationUserId || this.request.user.id,
+        withExcludedAccounts: true
+      });
+
+    if (
+      impersonationUserId ||
+      this.userService.isRestrictedView(this.request.user)
+    ) {
+      accountsWithAggregations = {
+        ...nullifyValuesInObject(accountsWithAggregations, [
+          'totalBalanceInBaseCurrency',
+          'totalValueInBaseCurrency'
+        ]),
+        accounts: nullifyValuesInObjects(accountsWithAggregations.accounts, [
+          'balance',
+          'balanceInBaseCurrency',
+          'convertedBalance',
+          'fee',
+          'quantity',
+          'unitPrice',
+          'value',
+          'valueInBaseCurrency'
+        ])
+      };
+    }
+
+    return accountsWithAggregations.accounts[0];
   }
 
   @Post()

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

@@ -1,8 +1,10 @@
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { Filter } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { Account, Order, Platform, Prisma } from '@prisma/client';
 import Big from 'big.js';
+import { groupBy } from 'lodash';
 
 import { CashDetails } from './interfaces/cash-details.interface';
 
@@ -102,22 +104,51 @@ export class AccountService {
     });
   }
 
-  public async getCashDetails(
+  public async getCashDetails({
-    aUserId: string,
+    currency,
-    aCurrency: string
+    filters = [],
-  ): Promise<CashDetails> {
+    userId,
+    withExcludedAccounts = false
+  }: {
+    currency: string;
+    filters?: Filter[];
+    userId: string;
+    withExcludedAccounts?: boolean;
+  }): Promise<CashDetails> {
     let totalCashBalanceInBaseCurrency = new Big(0);
 
-    const accounts = await this.accounts({
+    const where: Prisma.AccountWhereInput = {
-      where: { userId: aUserId }
+      userId
+    };
+
+    if (withExcludedAccounts === false) {
+      where.isExcluded = false;
+    }
+
+    const {
+      ACCOUNT: filtersByAccount,
+      ASSET_CLASS: filtersByAssetClass,
+      TAG: filtersByTag
+    } = groupBy(filters, (filter) => {
+      return filter.type;
     });
 
+    if (filtersByAccount?.length > 0) {
+      where.id = {
+        in: filtersByAccount.map(({ id }) => {
+          return id;
+        })
+      };
+    }
+
+    const accounts = await this.accounts({ where });
+
     for (const account of accounts) {
       totalCashBalanceInBaseCurrency = totalCashBalanceInBaseCurrency.plus(
         this.exchangeRateDataService.toCurrency(
           account.balance,
           account.currency,
-          aCurrency
+          currency
         )
       );
     }

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

@@ -1,5 +1,11 @@
 import { AccountType } from '@prisma/client';
-import { IsNumber, IsString, ValidateIf } from 'class-validator';
+import {
+  IsBoolean,
+  IsNumber,
+  IsOptional,
+  IsString,
+  ValidateIf
+} from 'class-validator';
 
 export class CreateAccountDto {
   @IsString()
@@ -11,6 +17,10 @@ export class CreateAccountDto {
   @IsString()
   currency: string;
 
+  @IsBoolean()
+  @IsOptional()
+  isExcluded?: boolean;
+
   @IsString()
   name: string;
 

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

@@ -1,5 +1,11 @@
 import { AccountType } from '@prisma/client';
-import { IsNumber, IsString, ValidateIf } from 'class-validator';
+import {
+  IsBoolean,
+  IsNumber,
+  IsOptional,
+  IsString,
+  ValidateIf
+} from 'class-validator';
 
 export class UpdateAccountDto {
   @IsString()
@@ -14,6 +20,10 @@ export class UpdateAccountDto {
   @IsString()
   id: string;
 
+  @IsBoolean()
+  @IsOptional()
+  isExcluded?: boolean;
+
   @IsString()
   name: string;
 

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

@@ -1,10 +1,15 @@
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
 import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
+import {
+  GATHER_ASSET_PROFILE_PROCESS,
+  GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+} from '@ghostfolio/common/config';
 import {
   AdminData,
   AdminMarketData,
-  AdminMarketDataDetails
+  AdminMarketDataDetails,
+  Filter
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
@@ -18,6 +23,7 @@ import {
   Param,
   Post,
   Put,
+  Query,
   UseGuards
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
@@ -56,6 +62,24 @@ export class AdminController {
     return this.adminService.get();
   }
 
+  @Post('gather')
+  @UseGuards(AuthGuard('jwt'))
+  public async gather7Days(): Promise<void> {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    this.dataGatheringService.gather7Days();
+  }
+
   @Post('gather/max')
   @UseGuards(AuthGuard('jwt'))
   public async gatherMax(): Promise<void> {
@@ -71,10 +95,20 @@ export class AdminController {
       );
     }
 
-    await this.dataGatheringService.gatherProfileData();
+    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
-    this.dataGatheringService.gatherMax();
 
-    return;
+    for (const { dataSource, symbol } of uniqueAssets) {
+      await this.dataGatheringService.addJobToQueue(
+        GATHER_ASSET_PROFILE_PROCESS,
+        {
+          dataSource,
+          symbol
+        },
+        GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+      );
+    }
+
+    this.dataGatheringService.gatherMax();
   }
 
   @Post('gather/profile-data')
@@ -92,9 +126,18 @@ export class AdminController {
       );
     }
 
-    this.dataGatheringService.gatherProfileData();
+    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
 
-    return;
+    for (const { dataSource, symbol } of uniqueAssets) {
+      await this.dataGatheringService.addJobToQueue(
+        GATHER_ASSET_PROFILE_PROCESS,
+        {
+          dataSource,
+          symbol
+        },
+        GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+      );
+    }
   }
 
   @Post('gather/profile-data/:dataSource/:symbol')
@@ -115,9 +158,14 @@ export class AdminController {
       );
     }
 
-    this.dataGatheringService.gatherProfileData([{ dataSource, symbol }]);
+    await this.dataGatheringService.addJobToQueue(
-
+      GATHER_ASSET_PROFILE_PROCESS,
-    return;
+      {
+        dataSource,
+        symbol
+      },
+      GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+    );
   }
 
   @Post('gather/:dataSource/:symbol')
@@ -180,7 +228,9 @@ export class AdminController {
 
   @Get('market-data')
   @UseGuards(AuthGuard('jwt'))
-  public async getMarketData(): Promise<AdminMarketData> {
+  public async getMarketData(
+    @Query('assetSubClasses') filterByAssetSubClasses?: string
+  ): Promise<AdminMarketData> {
     if (
       !hasPermission(
         this.request.user.permissions,
@@ -193,7 +243,18 @@ export class AdminController {
       );
     }
 
-    return this.adminService.getMarketData();
+    const assetSubClasses = filterByAssetSubClasses?.split(',') ?? [];
+
+    const filters: Filter[] = [
+      ...assetSubClasses.map((assetSubClass) => {
+        return <Filter>{
+          id: assetSubClass,
+          type: 'ASSET_SUB_CLASS'
+        };
+      })
+    ];
+
+    return this.adminService.getMarketData(filters);
   }
 
   @Get('market-data/:dataSource/:symbol')

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

@@ -11,6 +11,7 @@ import { Module } from '@nestjs/common';
 
 import { AdminController } from './admin.controller';
 import { AdminService } from './admin.service';
+import { QueueModule } from './queue/queue.module';
 
 @Module({
   imports: [
@@ -21,6 +22,7 @@ import { AdminService } from './admin.service';
     MarketDataModule,
     PrismaModule,
     PropertyModule,
+    QueueModule,
     SubscriptionModule,
     SymbolProfileModule
   ],

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

@@ -1,35 +1,39 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
-import { PROPERTY_CURRENCIES, baseCurrency } from '@ghostfolio/common/config';
+import { PROPERTY_CURRENCIES } from '@ghostfolio/common/config';
 import {
   AdminData,
   AdminMarketData,
   AdminMarketDataDetails,
   AdminMarketDataItem,
+  Filter,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
-import { DataSource, Property } from '@prisma/client';
+import { AssetSubClass, Prisma, Property } from '@prisma/client';
 import { differenceInDays } from 'date-fns';
+import { groupBy } from 'lodash';
 
 @Injectable()
 export class AdminService {
+  private baseCurrency: string;
+
   public constructor(
     private readonly configurationService: ConfigurationService,
-    private readonly dataGatheringService: DataGatheringService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly marketDataService: MarketDataService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
     private readonly subscriptionService: SubscriptionService,
     private readonly symbolProfileService: SymbolProfileService
-  ) {}
+  ) {
+    this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
+  }
 
   public async deleteProfileData({ dataSource, symbol }: UniqueAsset) {
     await this.marketDataService.deleteMany({ dataSource, symbol });
@@ -38,25 +42,22 @@ export class AdminService {
 
   public async get(): Promise<AdminData> {
     return {
-      dataGatheringProgress:
-        await this.dataGatheringService.getDataGatheringProgress(),
       exchangeRates: this.exchangeRateDataService
         .getCurrencies()
         .filter((currency) => {
-          return currency !== baseCurrency;
+          return currency !== this.baseCurrency;
         })
         .map((currency) => {
           return {
-            label1: baseCurrency,
+            label1: this.baseCurrency,
             label2: currency,
             value: this.exchangeRateDataService.toCurrency(
               1,
-              baseCurrency,
+              this.baseCurrency,
               currency
             )
           };
         }),
-      lastDataGathering: await this.getLastDataGathering(),
       settings: await this.propertyService.get(),
       transactionCount: await this.prismaService.order.count(),
       userCount: await this.prismaService.user.count(),
@@ -64,14 +65,27 @@ export class AdminService {
     };
   }
 
-  public async getMarketData(): Promise<AdminMarketData> {
+  public async getMarketData(filters?: Filter[]): Promise<AdminMarketData> {
+    const where: Prisma.SymbolProfileWhereInput = {};
+
+    const { ASSET_SUB_CLASS: filtersByAssetSubClass } = groupBy(
+      filters,
+      (filter) => {
+        return filter.type;
+      }
+    );
+
     const marketData = await this.prismaService.marketData.groupBy({
       _count: true,
       by: ['dataSource', 'symbol']
     });
 
-    const currencyPairsToGather: AdminMarketDataItem[] =
+    let currencyPairsToGather: AdminMarketDataItem[] = [];
-      this.exchangeRateDataService
+
+    if (filtersByAssetSubClass) {
+      where.assetSubClass = AssetSubClass[filtersByAssetSubClass[0].id];
+    } else {
+      currencyPairsToGather = this.exchangeRateDataService
         .getCurrencyPairs()
         .map(({ dataSource, symbol }) => {
           const marketDataItemCount =
@@ -85,17 +99,24 @@ export class AdminService {
           return {
             dataSource,
             marketDataItemCount,
-            symbol
+            symbol,
+            countriesCount: 0,
+            sectorsCount: 0
           };
         });
+    }
 
     const symbolProfilesToGather: AdminMarketDataItem[] = (
       await this.prismaService.symbolProfile.findMany({
+        where,
         orderBy: [{ symbol: 'asc' }],
         select: {
           _count: {
             select: { Order: true }
           },
+          assetClass: true,
+          assetSubClass: true,
+          countries: true,
           dataSource: true,
           Order: {
             orderBy: [{ date: 'asc' }],
@@ -103,10 +124,14 @@ export class AdminService {
             take: 1
           },
           scraperConfiguration: true,
+          sectors: true,
           symbol: true
         }
       })
     ).map((symbolProfile) => {
+      const countriesCount = symbolProfile.countries
+        ? Object.keys(symbolProfile.countries).length
+        : 0;
       const marketDataItemCount =
         marketData.find((marketDataItem) => {
           return (
@@ -114,10 +139,17 @@ export class AdminService {
             marketDataItem.symbol === symbolProfile.symbol
           );
         })?._count ?? 0;
+      const sectorsCount = symbolProfile.sectors
+        ? Object.keys(symbolProfile.sectors).length
+        : 0;
 
       return {
+        countriesCount,
         marketDataItemCount,
+        sectorsCount,
         activityCount: symbolProfile._count.Order,
+        assetClass: symbolProfile.assetClass,
+        assetSubClass: symbolProfile.assetSubClass,
         dataSource: symbolProfile.dataSource,
         date: symbolProfile.Order?.[0]?.date,
         symbol: symbolProfile.symbol
@@ -149,38 +181,19 @@ export class AdminService {
   public async putSetting(key: string, value: string) {
     let response: Property;
 
-    if (value === '') {
+    if (value) {
-      response = await this.propertyService.delete({ key });
-    } else {
       response = await this.propertyService.put({ key, value });
+    } else {
+      response = await this.propertyService.delete({ key });
     }
 
     if (key === PROPERTY_CURRENCIES) {
       await this.exchangeRateDataService.initialize();
-      await this.dataGatheringService.reset();
     }
 
     return response;
   }
 
-  private async getLastDataGathering() {
-    const lastDataGathering =
-      await this.dataGatheringService.getLastDataGathering();
-
-    if (lastDataGathering) {
-      return lastDataGathering;
-    }
-
-    const dataGatheringInProgress =
-      await this.dataGatheringService.getIsInProgress();
-
-    if (dataGatheringInProgress) {
-      return 'IN_PROGRESS';
-    }
-
-    return undefined;
-  }
-
   private async getUsersWithAnalytics(): Promise<AdminData['users']> {
     const usersWithAnalytics = await this.prismaService.user.findMany({
       orderBy: {
@@ -192,7 +205,6 @@ export class AdminService {
         _count: {
           select: { Account: true, Order: true }
         },
-        alias: true,
         Analytics: {
           select: {
             activityCount: true,
@@ -212,7 +224,7 @@ export class AdminService {
     });
 
     return usersWithAnalytics.map(
-      ({ _count, alias, Analytics, createdAt, id, Subscription }) => {
+      ({ _count, Analytics, createdAt, id, Subscription }) => {
         const daysSinceRegistration =
           differenceInDays(new Date(), createdAt) + 1;
         const engagement = Analytics.activityCount / daysSinceRegistration;
@@ -224,7 +236,6 @@ export class AdminService {
           : undefined;
 
         return {
-          alias,
           createdAt,
           engagement,
           id,

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

@@ -0,0 +1,87 @@
+import { AdminJobs } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import type { RequestWithUser } from '@ghostfolio/common/types';
+import {
+  Controller,
+  Delete,
+  Get,
+  HttpException,
+  Inject,
+  Param,
+  Query,
+  UseGuards
+} from '@nestjs/common';
+import { REQUEST } from '@nestjs/core';
+import { AuthGuard } from '@nestjs/passport';
+import { JobStatus } from 'bull';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+
+import { QueueService } from './queue.service';
+
+@Controller('admin/queue')
+export class QueueController {
+  public constructor(
+    private readonly queueService: QueueService,
+    @Inject(REQUEST) private readonly request: RequestWithUser
+  ) {}
+
+  @Delete('job')
+  @UseGuards(AuthGuard('jwt'))
+  public async deleteJobs(
+    @Query('status') filterByStatus?: string
+  ): Promise<void> {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const status = <JobStatus[]>filterByStatus?.split(',') ?? undefined;
+    return this.queueService.deleteJobs({ status });
+  }
+
+  @Get('job')
+  @UseGuards(AuthGuard('jwt'))
+  public async getJobs(
+    @Query('status') filterByStatus?: string
+  ): Promise<AdminJobs> {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const status = <JobStatus[]>filterByStatus?.split(',') ?? undefined;
+    return this.queueService.getJobs({ status });
+  }
+
+  @Delete('job/:id')
+  @UseGuards(AuthGuard('jwt'))
+  public async deleteJob(@Param('id') id: string): Promise<void> {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.queueService.deleteJob(id);
+  }
+}

apps/api/src/app/admin/queue/queue.module.ts

@@ -0,0 +1,12 @@
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
+import { Module } from '@nestjs/common';
+
+import { QueueController } from './queue.controller';
+import { QueueService } from './queue.service';
+
+@Module({
+  controllers: [QueueController],
+  imports: [DataGatheringModule],
+  providers: [QueueService]
+})
+export class QueueModule {}

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

@@ -0,0 +1,65 @@
+import {
+  DATA_GATHERING_QUEUE,
+  QUEUE_JOB_STATUS_LIST
+} from '@ghostfolio/common/config';
+import { AdminJobs } from '@ghostfolio/common/interfaces';
+import { InjectQueue } from '@nestjs/bull';
+import { Injectable, Logger } from '@nestjs/common';
+import { JobStatus, Queue } from 'bull';
+
+@Injectable()
+export class QueueService {
+  public constructor(
+    @InjectQueue(DATA_GATHERING_QUEUE)
+    private readonly dataGatheringQueue: Queue
+  ) {}
+
+  public async deleteJob(aId: string) {
+    return (await this.dataGatheringQueue.getJob(aId))?.remove();
+  }
+
+  public async deleteJobs({
+    status = QUEUE_JOB_STATUS_LIST
+  }: {
+    status?: JobStatus[];
+  }) {
+    const jobs = await this.dataGatheringQueue.getJobs(status);
+
+    for (const job of jobs) {
+      try {
+        await job.remove();
+      } catch (error) {
+        Logger.warn(error, 'QueueService');
+      }
+    }
+  }
+
+  public async getJobs({
+    limit = 1000,
+    status = QUEUE_JOB_STATUS_LIST
+  }: {
+    limit?: number;
+    status?: JobStatus[];
+  }): Promise<AdminJobs> {
+    const jobs = await this.dataGatheringQueue.getJobs(status);
+
+    const jobsWithState = await Promise.all(
+      jobs.slice(0, limit).map(async (job) => {
+        return {
+          attemptsMade: job.attemptsMade + 1,
+          data: job.data,
+          finishedOn: job.finishedOn,
+          id: job.id,
+          name: job.name,
+          stacktrace: job.stacktrace,
+          state: await job.getState(),
+          timestamp: job.timestamp
+        };
+      })
+    );
+
+    return {
+      jobs: jobsWithState
+    };
+  }
+}

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

@@ -1,26 +1,17 @@
-import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { Controller } from '@nestjs/common';
 
-import { RedisCacheService } from './redis-cache/redis-cache.service';
-
 @Controller()
 export class AppController {
   public constructor(
-    private readonly dataGatheringService: DataGatheringService,
+    private readonly exchangeRateDataService: ExchangeRateDataService
-    private readonly redisCacheService: RedisCacheService
   ) {
     this.initialize();
   }
 
   private async initialize() {
-    this.redisCacheService.reset();
+    try {
-
+      await this.exchangeRateDataService.initialize();
-    const isDataGatheringInProgress =
+    } catch {}
-      await this.dataGatheringService.getIsInProgress();
-
-    if (isDataGatheringInProgress) {
-      // Prepare for automatical data gathering, if hung up in progress state
-      await this.dataGatheringService.reset();
-    }
   }
 }

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

@@ -9,7 +9,8 @@ import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { TwitterBotModule } from '@ghostfolio/api/services/twitter-bot/twitter-bot.module';
-import { Module } from '@nestjs/common';
+import { BullModule } from '@nestjs/bull';
+import { MiddlewareConsumer, Module, RequestMethod } from '@nestjs/common';
 import { ConfigModule } from '@nestjs/config';
 import { ScheduleModule } from '@nestjs/schedule';
 import { ServeStaticModule } from '@nestjs/serve-static';
@@ -19,8 +20,10 @@ import { AccountModule } from './account/account.module';
 import { AdminModule } from './admin/admin.module';
 import { AppController } from './app.controller';
 import { AuthModule } from './auth/auth.module';
+import { BenchmarkModule } from './benchmark/benchmark.module';
 import { CacheModule } from './cache/cache.module';
 import { ExportModule } from './export/export.module';
+import { FrontendMiddleware } from './frontend.middleware';
 import { ImportModule } from './import/import.module';
 import { InfoModule } from './info/info.module';
 import { OrderModule } from './order/order.module';
@@ -36,6 +39,14 @@ import { UserModule } from './user/user.module';
     AccountModule,
     AuthDeviceModule,
     AuthModule,
+    BenchmarkModule,
+    BullModule.forRoot({
+      redis: {
+        host: process.env.REDIS_HOST,
+        port: parseInt(process.env.REDIS_PORT, 10),
+        password: process.env.REDIS_PASSWORD
+      }
+    }),
     CacheModule,
     ConfigModule.forRoot(),
     ConfigurationModule,
@@ -72,4 +83,10 @@ import { UserModule } from './user/user.module';
   controllers: [AppController],
   providers: [CronService]
 })
-export class AppModule {}
+export class AppModule {
+  configure(consumer: MiddlewareConsumer) {
+    consumer
+      .apply(FrontendMiddleware)
+      .forRoutes({ path: '*', method: RequestMethod.ALL });
+  }
+}

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

@@ -1,5 +1,7 @@
 import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
+import { OAuthResponse } from '@ghostfolio/common/interfaces';
 import {
   Body,
   Controller,
@@ -31,7 +33,9 @@ export class AuthController {
   ) {}
 
   @Get('anonymous/:accessToken')
-  public async accessTokenLogin(@Param('accessToken') accessToken: string) {
+  public async accessTokenLogin(
+    @Param('accessToken') accessToken: string
+  ): Promise<OAuthResponse> {
     try {
       const authToken = await this.authService.validateAnonymousLogin(
         accessToken
@@ -59,9 +63,34 @@ export class AuthController {
     const jwt: string = req.user.jwt;
 
     if (jwt) {
-      res.redirect(`${this.configurationService.get('ROOT_URL')}/auth/${jwt}`);
+      res.redirect(
+        `${this.configurationService.get(
+          'ROOT_URL'
+        )}/${DEFAULT_LANGUAGE_CODE}/auth/${jwt}`
+      );
     } else {
-      res.redirect(`${this.configurationService.get('ROOT_URL')}/auth`);
+      res.redirect(
+        `${this.configurationService.get(
+          'ROOT_URL'
+        )}/${DEFAULT_LANGUAGE_CODE}/auth`
+      );
+    }
+  }
+
+  @Get('internet-identity/:principalId')
+  public async internetIdentityLogin(
+    @Param('principalId') principalId: string
+  ): Promise<OAuthResponse> {
+    try {
+      const authToken = await this.authService.validateInternetIdentityLogin(
+        principalId
+      );
+      return { authToken };
+    } catch {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
     }
   }
 

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

@@ -2,6 +2,7 @@ import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { Injectable, InternalServerErrorException } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
+import { Provider } from '@prisma/client';
 
 import { ValidateOAuthLoginParams } from './interfaces/interfaces';
 
@@ -13,7 +14,7 @@ export class AuthService {
     private readonly userService: UserService
   ) {}
 
-  public async validateAnonymousLogin(accessToken: string) {
+  public async validateAnonymousLogin(accessToken: string): Promise<string> {
     return new Promise(async (resolve, reject) => {
       try {
         const hashedAccessToken = this.userService.createAccessToken(
@@ -26,7 +27,7 @@ export class AuthService {
         });
 
         if (user) {
-          const jwt: string = this.jwtService.sign({
+          const jwt = this.jwtService.sign({
             id: user.id
           });
 
@@ -40,6 +41,33 @@ export class AuthService {
     });
   }
 
+  public async validateInternetIdentityLogin(principalId: string) {
+    try {
+      const provider: Provider = 'INTERNET_IDENTITY';
+
+      let [user] = await this.userService.users({
+        where: { provider, thirdPartyId: principalId }
+      });
+
+      if (!user) {
+        // Create new user if not found
+        user = await this.userService.createUser({
+          provider,
+          thirdPartyId: principalId
+        });
+      }
+
+      return this.jwtService.sign({
+        id: user.id
+      });
+    } catch (error) {
+      throw new InternalServerErrorException(
+        'validateInternetIdentityLogin',
+        error.message
+      );
+    }
+  }
+
   public async validateOAuthLogin({
     provider,
     thirdPartyId
@@ -57,13 +85,14 @@ export class AuthService {
         });
       }
 
-      const jwt: string = this.jwtService.sign({
+      return this.jwtService.sign({
         id: user.id
       });
-
+    } catch (error) {
-      return jwt;
+      throw new InternalServerErrorException(
-    } catch (err) {
+        'validateOAuthLogin',
-      throw new InternalServerErrorException('validateOAuthLogin', err.message);
+        error.message
+      );
     }
   }
 }

apps/api/src/app/auth/web-auth.service.ts

@@ -54,7 +54,7 @@ export class WebAuthService {
       rpName: 'Ghostfolio',
       rpID: this.rpID,
       userID: user.id,
-      userName: user.alias,
+      userName: '',
       timeout: 60000,
       attestationType: 'indirect',
       authenticatorSelection: {

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

@@ -0,0 +1,48 @@
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import {
+  BenchmarkMarketDataDetails,
+  BenchmarkResponse
+} from '@ghostfolio/common/interfaces';
+import {
+  Controller,
+  Get,
+  Param,
+  UseGuards,
+  UseInterceptors
+} from '@nestjs/common';
+import { AuthGuard } from '@nestjs/passport';
+import { DataSource } from '@prisma/client';
+
+import { BenchmarkService } from './benchmark.service';
+
+@Controller('benchmark')
+export class BenchmarkController {
+  public constructor(private readonly benchmarkService: BenchmarkService) {}
+
+  @Get()
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
+  public async getBenchmark(): Promise<BenchmarkResponse> {
+    return {
+      benchmarks: await this.benchmarkService.getBenchmarks()
+    };
+  }
+
+  @Get(':dataSource/:symbol/:startDateString')
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseGuards(AuthGuard('jwt'))
+  public async getBenchmarkMarketDataBySymbol(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('startDateString') startDateString: string,
+    @Param('symbol') symbol: string
+  ): Promise<BenchmarkMarketDataDetails> {
+    const startDate = new Date(startDateString);
+
+    return this.benchmarkService.getMarketDataBySymbol({
+      dataSource,
+      startDate,
+      symbol
+    });
+  }
+}

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

@@ -0,0 +1,27 @@
+import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
+import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
+import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
+import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { Module } from '@nestjs/common';
+
+import { BenchmarkController } from './benchmark.controller';
+import { BenchmarkService } from './benchmark.service';
+
+@Module({
+  controllers: [BenchmarkController],
+  exports: [BenchmarkService],
+  imports: [
+    ConfigurationModule,
+    DataProviderModule,
+    MarketDataModule,
+    PropertyModule,
+    RedisCacheModule,
+    SymbolModule,
+    SymbolProfileModule
+  ],
+  providers: [BenchmarkService]
+})
+export class BenchmarkModule {}

apps/api/src/app/benchmark/benchmark.service.spec.ts

@@ -0,0 +1,15 @@
+import { BenchmarkService } from './benchmark.service';
+
+describe('BenchmarkService', () => {
+  let benchmarkService: BenchmarkService;
+
+  beforeAll(async () => {
+    benchmarkService = new BenchmarkService(null, null, null, null, null, null);
+  });
+
+  it('calculateChangeInPercentage', async () => {
+    expect(benchmarkService.calculateChangeInPercentage(1, 2)).toEqual(1);
+    expect(benchmarkService.calculateChangeInPercentage(2, 2)).toEqual(0);
+    expect(benchmarkService.calculateChangeInPercentage(2, 1)).toEqual(-0.5);
+  });
+});

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

@@ -0,0 +1,210 @@
+import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
+import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import {
+  MAX_CHART_ITEMS,
+  PROPERTY_BENCHMARKS
+} from '@ghostfolio/common/config';
+import { DATE_FORMAT } from '@ghostfolio/common/helper';
+import {
+  BenchmarkMarketDataDetails,
+  BenchmarkResponse,
+  UniqueAsset
+} from '@ghostfolio/common/interfaces';
+import { Injectable } from '@nestjs/common';
+import { SymbolProfile } from '@prisma/client';
+import Big from 'big.js';
+import { format } from 'date-fns';
+import ms from 'ms';
+
+@Injectable()
+export class BenchmarkService {
+  private readonly CACHE_KEY_BENCHMARKS = 'BENCHMARKS';
+
+  public constructor(
+    private readonly dataProviderService: DataProviderService,
+    private readonly marketDataService: MarketDataService,
+    private readonly propertyService: PropertyService,
+    private readonly redisCacheService: RedisCacheService,
+    private readonly symbolProfileService: SymbolProfileService,
+    private readonly symbolService: SymbolService
+  ) {}
+
+  public calculateChangeInPercentage(baseValue: number, currentValue: number) {
+    if (baseValue && currentValue) {
+      return new Big(currentValue).div(baseValue).minus(1).toNumber();
+    }
+
+    return 0;
+  }
+
+  public async getBenchmarks({ useCache = true } = {}): Promise<
+    BenchmarkResponse['benchmarks']
+  > {
+    let benchmarks: BenchmarkResponse['benchmarks'];
+
+    if (useCache) {
+      try {
+        benchmarks = JSON.parse(
+          await this.redisCacheService.get(this.CACHE_KEY_BENCHMARKS)
+        );
+
+        if (benchmarks) {
+          return benchmarks;
+        }
+      } catch {}
+    }
+
+    const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
+
+    const promises: Promise<number>[] = [];
+
+    const quotes = await this.dataProviderService.getQuotes(
+      benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
+        return { dataSource, symbol };
+      })
+    );
+
+    for (const { dataSource, symbol } of benchmarkAssetProfiles) {
+      promises.push(this.marketDataService.getMax({ dataSource, symbol }));
+    }
+
+    const allTimeHighs = await Promise.all(promises);
+    let storeInCache = true;
+
+    benchmarks = allTimeHighs.map((allTimeHigh, index) => {
+      const { marketPrice } =
+        quotes[benchmarkAssetProfiles[index].symbol] ?? {};
+
+      let performancePercentFromAllTimeHigh = 0;
+
+      if (allTimeHigh && marketPrice) {
+        performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
+          allTimeHigh,
+          marketPrice
+        );
+      } else {
+        storeInCache = false;
+      }
+
+      return {
+        marketCondition: this.getMarketCondition(
+          performancePercentFromAllTimeHigh
+        ),
+        name: benchmarkAssetProfiles[index].name,
+        performances: {
+          allTimeHigh: {
+            performancePercent: performancePercentFromAllTimeHigh
+          }
+        }
+      };
+    });
+
+    if (storeInCache) {
+      await this.redisCacheService.set(
+        this.CACHE_KEY_BENCHMARKS,
+        JSON.stringify(benchmarks),
+        ms('4 hours') / 1000
+      );
+    }
+
+    return benchmarks;
+  }
+
+  public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
+    const symbolProfileIds: string[] = (
+      ((await this.propertyService.getByKey(PROPERTY_BENCHMARKS)) as {
+        symbolProfileId: string;
+      }[]) ?? []
+    ).map(({ symbolProfileId }) => {
+      return symbolProfileId;
+    });
+
+    const assetProfiles =
+      await this.symbolProfileService.getSymbolProfilesByIds(symbolProfileIds);
+
+    return assetProfiles
+      .map(({ dataSource, id, name, symbol }) => {
+        return {
+          dataSource,
+          id,
+          name,
+          symbol
+        };
+      })
+      .sort((a, b) => a.name.localeCompare(b.name));
+  }
+
+  public async getMarketDataBySymbol({
+    dataSource,
+    startDate,
+    symbol
+  }: { startDate: Date } & UniqueAsset): Promise<BenchmarkMarketDataDetails> {
+    const [currentSymbolItem, marketDataItems] = await Promise.all([
+      this.symbolService.get({
+        dataGatheringItem: {
+          dataSource,
+          symbol
+        }
+      }),
+      this.marketDataService.marketDataItems({
+        orderBy: {
+          date: 'asc'
+        },
+        where: {
+          dataSource,
+          symbol,
+          date: {
+            gte: startDate
+          }
+        }
+      })
+    ]);
+
+    const step = Math.round(
+      marketDataItems.length / Math.min(marketDataItems.length, MAX_CHART_ITEMS)
+    );
+
+    const marketPriceAtStartDate = marketDataItems?.[0]?.marketPrice ?? 0;
+    const response = {
+      marketData: [
+        ...marketDataItems
+          .filter((marketDataItem, index) => {
+            return index % step === 0;
+          })
+          .map((marketDataItem) => {
+            return {
+              date: format(marketDataItem.date, DATE_FORMAT),
+              value:
+                marketPriceAtStartDate === 0
+                  ? 0
+                  : this.calculateChangeInPercentage(
+                      marketPriceAtStartDate,
+                      marketDataItem.marketPrice
+                    ) * 100
+            };
+          })
+      ]
+    };
+
+    if (currentSymbolItem?.marketPrice) {
+      response.marketData.push({
+        date: format(new Date(), DATE_FORMAT),
+        value:
+          this.calculateChangeInPercentage(
+            marketPriceAtStartDate,
+            currentSymbolItem.marketPrice
+          ) * 100
+      });
+    }
+
+    return response;
+  }
+
+  private getMarketCondition(aPerformanceInPercent: number) {
+    return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
+  }
+}

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

@@ -1,25 +1,39 @@
-import { CacheService } from '@ghostfolio/api/app/cache/cache.service';
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
-import { Controller, Inject, Post, UseGuards } from '@nestjs/common';
+import {
+  Controller,
+  HttpException,
+  Inject,
+  Post,
+  UseGuards
+} from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 @Controller('cache')
 export class CacheController {
   public constructor(
-    private readonly cacheService: CacheService,
     private readonly redisCacheService: RedisCacheService,
     @Inject(REQUEST) private readonly request: RequestWithUser
-  ) {
+  ) {}
-    this.redisCacheService.reset();
-  }
 
   @Post('flush')
   @UseGuards(AuthGuard('jwt'))
   public async flushCache(): Promise<void> {
-    this.redisCacheService.reset();
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
 
-    return this.cacheService.flush();
+    return this.redisCacheService.reset();
   }
 }

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

@@ -1,4 +1,3 @@
-import { CacheService } from '@ghostfolio/api/app/cache/cache.service';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
@@ -11,7 +10,6 @@ import { Module } from '@nestjs/common';
 import { CacheController } from './cache.controller';
 
 @Module({
-  exports: [CacheService],
   controllers: [CacheController],
   imports: [
     ConfigurationModule,
@@ -21,7 +19,6 @@ import { CacheController } from './cache.controller';
     PrismaModule,
     RedisCacheModule,
     SymbolProfileModule
-  ],
+  ]
-  providers: [CacheService]
 })
 export class CacheModule {}

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

@@ -1,15 +0,0 @@
-import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
-import { Injectable } from '@nestjs/common';
-
-@Injectable()
-export class CacheService {
-  public constructor(
-    private readonly dataGaterhingService: DataGatheringService
-  ) {}
-
-  public async flush(): Promise<void> {
-    await this.dataGaterhingService.reset();
-
-    return;
-  }
-}

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

@@ -18,6 +18,7 @@ export class ExportService {
       orderBy: { date: 'desc' },
       select: {
         accountId: true,
+        comment: true,
         date: true,
         fee: true,
         id: true,
@@ -40,8 +41,10 @@ export class ExportService {
       activities: activities.map(
         ({
           accountId,
+          comment,
           date,
           fee,
+          id,
           quantity,
           SymbolProfile,
           type,
@@ -49,13 +52,15 @@ export class ExportService {
         }) => {
           return {
             accountId,
-            date,
+            comment,
             fee,
+            id,
             quantity,
             type,
             unitPrice,
             currency: SymbolProfile.currency,
             dataSource: SymbolProfile.dataSource,
+            date: date.toISOString(),
             symbol: type === 'ITEM' ? SymbolProfile.name : SymbolProfile.symbol
           };
         }

apps/api/src/app/frontend.middleware.ts

@@ -0,0 +1,146 @@
+import * as fs from 'fs';
+import * as path from 'path';
+
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
+import { Injectable, NestMiddleware } from '@nestjs/common';
+import { ConfigService } from '@nestjs/config';
+import { NextFunction, Request, Response } from 'express';
+
+@Injectable()
+export class FrontendMiddleware implements NestMiddleware {
+  public indexHtmlDe = '';
+  public indexHtmlEn = '';
+  public indexHtmlEs = '';
+  public indexHtmlIt = '';
+  public indexHtmlNl = '';
+  public isProduction: boolean;
+
+  public constructor(
+    private readonly configService: ConfigService,
+    private readonly configurationService: ConfigurationService
+  ) {
+    const NODE_ENV =
+      this.configService.get<'development' | 'production'>('NODE_ENV') ??
+      'development';
+
+    this.isProduction = NODE_ENV === 'production';
+
+    try {
+      this.indexHtmlDe = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('de'),
+        'utf8'
+      );
+      this.indexHtmlEn = fs.readFileSync(
+        this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
+        'utf8'
+      );
+      this.indexHtmlEs = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('es'),
+        'utf8'
+      );
+      this.indexHtmlIt = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('it'),
+        'utf8'
+      );
+      this.indexHtmlNl = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('nl'),
+        'utf8'
+      );
+    } catch {}
+  }
+
+  public use(req: Request, res: Response, next: NextFunction) {
+    let featureGraphicPath = 'assets/cover.png';
+
+    if (
+      req.path === '/en/blog/2022/08/500-stars-on-github' ||
+      req.path === '/en/blog/2022/08/500-stars-on-github/'
+    ) {
+      featureGraphicPath = 'assets/images/blog/500-stars-on-github.jpg';
+    } else if (
+      req.path === '/en/blog/2022/10/hacktoberfest-2022' ||
+      req.path === '/en/blog/2022/10/hacktoberfest-2022/'
+    ) {
+      featureGraphicPath = 'assets/images/blog/hacktoberfest-2022.png';
+    }
+
+    if (
+      req.path.startsWith('/api/') ||
+      this.isFileRequest(req.url) ||
+      !this.isProduction
+    ) {
+      // Skip
+      next();
+    } else if (req.path === '/de' || req.path.startsWith('/de/')) {
+      res.send(
+        this.interpolate(this.indexHtmlDe, {
+          featureGraphicPath,
+          languageCode: 'de',
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    } else if (req.path === '/es' || req.path.startsWith('/es/')) {
+      res.send(
+        this.interpolate(this.indexHtmlEs, {
+          featureGraphicPath,
+          languageCode: 'es',
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    } else if (req.path === '/it' || req.path.startsWith('/it/')) {
+      res.send(
+        this.interpolate(this.indexHtmlIt, {
+          featureGraphicPath,
+          languageCode: 'it',
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    } else if (req.path === '/nl' || req.path.startsWith('/nl/')) {
+      res.send(
+        this.interpolate(this.indexHtmlNl, {
+          featureGraphicPath,
+          languageCode: 'nl',
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    } else {
+      res.send(
+        this.interpolate(this.indexHtmlEn, {
+          featureGraphicPath,
+          languageCode: DEFAULT_LANGUAGE_CODE,
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    }
+  }
+
+  private getPathOfIndexHtmlFile(aLocale: string) {
+    return path.join(__dirname, '..', 'client', aLocale, 'index.html');
+  }
+
+  private interpolate(template: string, context: any) {
+    return template.replace(/[$]{([^}]+)}/g, (_, objectPath) => {
+      const properties = objectPath.split('.');
+      return properties.reduce(
+        (previous, current) => previous?.[current],
+        context
+      );
+    });
+  }
+
+  private isFileRequest(filename: string) {
+    if (filename === '/assets/LICENSE') {
+      return true;
+    } else if (filename.includes('auth/ey')) {
+      return false;
+    }
+
+    return filename.split('.').pop() !== filename;
+  }
+}

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

@@ -34,8 +34,20 @@ export class ImportController {
       );
     }
 
+    let maxActivitiesToImport = this.configurationService.get(
+      'MAX_ACTIVITIES_TO_IMPORT'
+    );
+
+    if (
+      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      this.request.user.subscription.type === 'Premium'
+    ) {
+      maxActivitiesToImport = Number.MAX_SAFE_INTEGER;
+    }
+
     try {
       return await this.importService.import({
+        maxActivitiesToImport,
         activities: importData.activities,
         userId: this.request.user.id
       });

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

@@ -17,9 +17,11 @@ export class ImportService {
 
   public async import({
     activities,
+    maxActivitiesToImport,
     userId
   }: {
     activities: Partial<CreateOrderDto>[];
+    maxActivitiesToImport: number;
     userId: string;
   }): Promise<void> {
     for (const activity of activities) {
@@ -32,7 +34,11 @@ export class ImportService {
       }
     }
 
-    await this.validateActivities({ activities, userId });
+    await this.validateActivities({
+      activities,
+      maxActivitiesToImport,
+      userId
+    });
 
     const accountIds = (await this.accountService.getAccounts(userId)).map(
       (account) => {
@@ -42,6 +48,7 @@ export class ImportService {
 
     for (const {
       accountId,
+      comment,
       currency,
       dataSource,
       date,
@@ -52,6 +59,7 @@ export class ImportService {
       unitPrice
     } of activities) {
       await this.orderService.createOrder({
+        comment,
         fee,
         quantity,
         type,
@@ -81,19 +89,15 @@ export class ImportService {
 
   private async validateActivities({
     activities,
+    maxActivitiesToImport,
     userId
   }: {
     activities: Partial<CreateOrderDto>[];
+    maxActivitiesToImport: number;
     userId: string;
   }) {
-    if (
+    if (activities?.length > maxActivitiesToImport) {
-      activities?.length > this.configurationService.get('MAX_ORDERS_TO_IMPORT')
+      throw new Error(`Too many activities (${maxActivitiesToImport} at most)`);
-    ) {
-      throw new Error(
-        `Too many activities (${this.configurationService.get(
-          'MAX_ORDERS_TO_IMPORT'
-        )} at most)`
-      );
     }
 
     const existingActivities = await this.orderService.orders({

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

@@ -1,5 +1,6 @@
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
 import { InfoItem } from '@ghostfolio/common/interfaces';
-import { Controller, Get } from '@nestjs/common';
+import { Controller, Get, UseInterceptors } from '@nestjs/common';
 
 import { InfoService } from './info.service';
 
@@ -8,6 +9,7 @@ export class InfoController {
   public constructor(private readonly infoService: InfoService) {}
 
   @Get()
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getInfo(): Promise<InfoItem> {
     return this.infoService.get();
   }

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

@@ -1,3 +1,4 @@
+import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
@@ -6,6 +7,7 @@ import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-d
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { TagModule } from '@ghostfolio/api/services/tag/tag.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
@@ -15,6 +17,7 @@ import { InfoService } from './info.service';
 @Module({
   controllers: [InfoController],
   imports: [
+    BenchmarkModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,
@@ -26,7 +29,8 @@ import { InfoService } from './info.service';
     PrismaModule,
     PropertyModule,
     RedisCacheModule,
-    SymbolProfileModule
+    SymbolProfileModule,
+    TagModule
   ],
   providers: [InfoService]
 })

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

@@ -1,9 +1,10 @@
+import { BenchmarkService } from '@ghostfolio/api/app/benchmark/benchmark.service';
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import {
   DEMO_USER_ID,
   PROPERTY_IS_READ_ONLY_MODE,
@@ -12,7 +13,10 @@ import {
   PROPERTY_SYSTEM_MESSAGE,
   ghostfolioFearAndGreedIndexDataSource
 } from '@ghostfolio/common/config';
-import { encodeDataSource } from '@ghostfolio/common/helper';
+import {
+  encodeDataSource,
+  extractNumberFromString
+} from '@ghostfolio/common/helper';
 import { InfoItem } from '@ghostfolio/common/interfaces';
 import { Statistics } from '@ghostfolio/common/interfaces/statistics.interface';
 import { Subscription } from '@ghostfolio/common/interfaces/subscription.interface';
@@ -20,6 +24,7 @@ import { permissions } from '@ghostfolio/common/permissions';
 import { Injectable, Logger } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 import * as bent from 'bent';
+import * as cheerio from 'cheerio';
 import { subDays } from 'date-fns';
 
 @Injectable()
@@ -27,13 +32,14 @@ export class InfoService {
   private static CACHE_KEY_STATISTICS = 'STATISTICS';
 
   public constructor(
+    private readonly benchmarkService: BenchmarkService,
     private readonly configurationService: ConfigurationService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
-    private readonly dataGatheringService: DataGatheringService,
     private readonly jwtService: JwtService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
-    private readonly redisCacheService: RedisCacheService
+    private readonly redisCacheService: RedisCacheService,
+    private readonly tagService: TagService
   ) {}
 
   public async get(): Promise<InfoItem> {
@@ -52,9 +58,17 @@ export class InfoService {
     }
 
     if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
-      info.fearAndGreedDataSource = encodeDataSource(
+      if (
-        ghostfolioFearAndGreedIndexDataSource
+        this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') === true
-      );
+      ) {
+        info.fearAndGreedDataSource = encodeDataSource(
+          ghostfolioFearAndGreedIndexDataSource
+        );
+      } else {
+        info.fearAndGreedDataSource = ghostfolioFearAndGreedIndexDataSource;
+      }
+
+      globalPermissions.push(permissions.enableFearAndGreedIndex);
     }
 
     if (this.configurationService.get('ENABLE_FEATURE_IMPORT')) {
@@ -95,11 +109,13 @@ export class InfoService {
       isReadOnlyMode,
       platforms,
       systemMessage,
+      baseCurrency: this.configurationService.get('BASE_CURRENCY'),
+      benchmarks: await this.benchmarkService.getBenchmarkAssetProfiles(),
       currencies: this.exchangeRateDataService.getCurrencies(),
       demoAuthToken: this.getDemoAuthToken(),
-      lastDataGathering: await this.getLastDataGathering(),
       statistics: await this.getStatistics(),
-      subscriptions: await this.getSubscriptions()
+      subscriptions: await this.getSubscriptions(),
+      tags: await this.tagService.get()
     };
   }
 
@@ -129,10 +145,10 @@ export class InfoService {
     });
   }
 
-  private async countGitHubContributors(): Promise<number> {
+  private async countDockerHubPulls(): Promise<number> {
     try {
       const get = bent(
-        `https://api.github.com/repos/ghostfolio/ghostfolio/contributors`,
+        `https://hub.docker.com/v2/repositories/ghostfolio/ghostfolio`,
         'GET',
         'json',
         200,
@@ -141,8 +157,33 @@ export class InfoService {
         }
       );
 
-      const contributors = await get();
+      const { pull_count } = await get();
-      return contributors?.length;
+      return pull_count;
+    } catch (error) {
+      Logger.error(error, 'InfoService');
+
+      return undefined;
+    }
+  }
+
+  private async countGitHubContributors(): Promise<number> {
+    try {
+      const get = bent(
+        'https://github.com/ghostfolio/ghostfolio',
+        'GET',
+        'string',
+        200,
+        {}
+      );
+
+      const html = await get();
+      const $ = cheerio.load(html);
+
+      return extractNumberFromString(
+        $(
+          `a[href="/ghostfolio/ghostfolio/graphs/contributors"] .Counter`
+        ).text()
+      );
     } catch (error) {
       Logger.error(error, 'InfoService');
 
@@ -205,13 +246,6 @@ export class InfoService {
     });
   }
 
-  private async getLastDataGathering() {
-    const lastDataGathering =
-      await this.dataGatheringService.getLastDataGathering();
-
-    return lastDataGathering ?? null;
-  }
-
   private async getStatistics() {
     if (!this.configurationService.get('ENABLE_FEATURE_STATISTICS')) {
       return undefined;
@@ -232,6 +266,8 @@ export class InfoService {
     const activeUsers1d = await this.countActiveUsers(1);
     const activeUsers30d = await this.countActiveUsers(30);
     const newUsers30d = await this.countNewUsers(30);
+
+    const dockerHubPulls = await this.countDockerHubPulls();
     const gitHubContributors = await this.countGitHubContributors();
     const gitHubStargazers = await this.countGitHubStargazers();
     const slackCommunityUsers = await this.countSlackCommunityUsers();
@@ -239,6 +275,7 @@ export class InfoService {
     statistics = {
       activeUsers1d,
       activeUsers30d,
+      dockerHubPulls,
       gitHubContributors,
       gitHubStargazers,
       newUsers30d,

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

@@ -1,23 +1,47 @@
-import { DataSource, Type } from '@prisma/client';
 import {
+  AssetClass,
+  AssetSubClass,
+  DataSource,
+  Tag,
+  Type
+} from '@prisma/client';
+import { Transform, TransformFnParams } from 'class-transformer';
+import {
+  IsArray,
   IsEnum,
   IsISO8601,
   IsNumber,
   IsOptional,
   IsString
 } from 'class-validator';
+import { isString } from 'lodash';
 
 export class CreateOrderDto {
-  @IsString()
   @IsOptional()
-  accountId: string;
+  @IsString()
+  accountId?: string;
+
+  @IsOptional()
+  @IsEnum(AssetClass, { each: true })
+  assetClass?: AssetClass;
+
+  @IsOptional()
+  @IsEnum(AssetSubClass, { each: true })
+  assetSubClass?: AssetSubClass;
+
+  @IsOptional()
+  @IsString()
+  @Transform(({ value }: TransformFnParams) =>
+    isString(value) ? value.trim() : value
+  )
+  comment?: string;
 
   @IsString()
   currency: string;
 
-  @IsEnum(DataSource, { each: true })
   @IsOptional()
-  dataSource: DataSource;
+  @IsEnum(DataSource, { each: true })
+  dataSource?: DataSource;
 
   @IsISO8601()
   date: string;
@@ -31,6 +55,10 @@ export class CreateOrderDto {
   @IsString()
   symbol: string;
 
+  @IsArray()
+  @IsOptional()
+  tags?: Tag[];
+
   @IsEnum(Type, { each: true })
   type: Type;
 

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

@@ -1,7 +1,9 @@
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
+import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
@@ -16,6 +18,7 @@ import {
   Param,
   Post,
   Put,
+  Query,
   UseGuards,
   UseInterceptors
 } from '@nestjs/common';
@@ -33,6 +36,7 @@ import { UpdateOrderDto } from './update-order.dto';
 @Controller('order')
 export class OrderController {
   public constructor(
+    private readonly apiService: ApiService,
     private readonly impersonationService: ImpersonationService,
     private readonly orderService: OrderService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
@@ -42,8 +46,12 @@ export class OrderController {
   @Delete(':id')
   @UseGuards(AuthGuard('jwt'))
   public async deleteOrder(@Param('id') id: string): Promise<OrderModel> {
+    const order = await this.orderService.order({ id });
+
     if (
-      !hasPermission(this.request.user.permissions, permissions.deleteOrder)
+      !hasPermission(this.request.user.permissions, permissions.deleteOrder) ||
+      !order ||
+      order.userId !== this.request.user.id
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
@@ -52,30 +60,39 @@ export class OrderController {
     }
 
     return this.orderService.deleteOrder({
-      id_userId: {
+      id
-        id,
-        userId: this.request.user.id
-      }
     });
   }
 
   @Get()
   @UseGuards(AuthGuard('jwt'))
+  @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getAllOrders(
-    @Headers('impersonation-id') impersonationId
+    @Headers('impersonation-id') impersonationId,
+    @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('tags') filterByTags?: string
   ): Promise<Activities> {
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByTags
+    });
+
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(
         impersonationId,
         this.request.user.id
       );
-    const userCurrency = this.request.user.Settings.currency;
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
     let activities = await this.orderService.getOrders({
+      filters,
       userCurrency,
       includeDrafts: true,
-      userId: impersonationUserId || this.request.user.id
+      userId: impersonationUserId || this.request.user.id,
+      withExcludedAccounts: true
     });
 
     if (
@@ -135,23 +152,15 @@ export class OrderController {
   @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async update(@Param('id') id: string, @Body() data: UpdateOrderDto) {
-    if (
-      !hasPermission(this.request.user.permissions, permissions.updateOrder)
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
     const originalOrder = await this.orderService.order({
-      id_userId: {
+      id
-        id,
-        userId: this.request.user.id
-      }
     });
 
-    if (!originalOrder) {
+    if (
+      !hasPermission(this.request.user.permissions, permissions.updateOrder) ||
+      !originalOrder ||
+      originalOrder.userId !== this.request.user.id
+    ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
         StatusCodes.FORBIDDEN
@@ -178,15 +187,17 @@ export class OrderController {
               dataSource: data.dataSource,
               symbol: data.symbol
             }
+          },
+          update: {
+            assetClass: data.assetClass,
+            assetSubClass: data.assetSubClass,
+            name: data.symbol
           }
         },
         User: { connect: { id: this.request.user.id } }
       },
       where: {
-        id_userId: {
+        id
-          id,
-          userId: this.request.user.id
-        }
       }
     });
   }

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

@@ -2,6 +2,7 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CacheModule } from '@ghostfolio/api/app/cache/cache.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@@ -18,6 +19,7 @@ import { OrderService } from './order.service';
   controllers: [OrderController],
   exports: [OrderService],
   imports: [
+    ApiModule,
     CacheModule,
     ConfigurationModule,
     DataGatheringModule,

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

@@ -1,14 +1,27 @@
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
-import { CacheService } from '@ghostfolio/api/app/cache/cache.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import {
+  GATHER_ASSET_PROFILE_PROCESS,
+  GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+} from '@ghostfolio/common/config';
+import { Filter } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
-import { DataSource, Order, Prisma, Type as TypeOfOrder } from '@prisma/client';
+import {
+  AssetClass,
+  AssetSubClass,
+  DataSource,
+  Order,
+  Prisma,
+  Tag,
+  Type as TypeOfOrder
+} from '@prisma/client';
 import Big from 'big.js';
 import { endOfToday, isAfter } from 'date-fns';
+import { groupBy } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
 
 import { Activity } from './interfaces/activities.interface';
@@ -17,9 +30,8 @@ import { Activity } from './interfaces/activities.interface';
 export class OrderService {
   public constructor(
     private readonly accountService: AccountService,
-    private readonly cacheService: CacheService,
-    private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly dataGatheringService: DataGatheringService,
+    private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly prismaService: PrismaService,
     private readonly symbolProfileService: SymbolProfileService
   ) {}
@@ -55,9 +67,12 @@ export class OrderService {
   public async createOrder(
     data: Prisma.OrderCreateInput & {
       accountId?: string;
+      assetClass?: AssetClass;
+      assetSubClass?: AssetSubClass;
       currency?: string;
       dataSource?: DataSource;
       symbol?: string;
+      tags?: Tag[];
       userId: string;
     }
   ): Promise<Order> {
@@ -67,6 +82,8 @@ export class OrderService {
       return account.isDefault === true;
     });
 
+    const tags = data.tags ?? [];
+
     let Account = {
       connect: {
         id_userId: {
@@ -77,6 +94,8 @@ export class OrderService {
     };
 
     if (data.type === 'ITEM') {
+      const assetClass = data.assetClass;
+      const assetSubClass = data.assetSubClass;
       const currency = data.SymbolProfile.connectOrCreate.create.currency;
       const dataSource: DataSource = 'MANUAL';
       const id = uuidv4();
@@ -84,6 +103,8 @@ export class OrderService {
 
       Account = undefined;
       data.id = id;
+      data.SymbolProfile.connectOrCreate.create.assetClass = assetClass;
+      data.SymbolProfile.connectOrCreate.create.assetSubClass = assetSubClass;
       data.SymbolProfile.connectOrCreate.create.currency = currency;
       data.SymbolProfile.connectOrCreate.create.dataSource = dataSource;
       data.SymbolProfile.connectOrCreate.create.name = name;
@@ -97,12 +118,14 @@ export class OrderService {
         data.SymbolProfile.connectOrCreate.create.symbol.toUpperCase();
     }
 
-    await this.dataGatheringService.gatherProfileData([
+    await this.dataGatheringService.addJobToQueue(
+      GATHER_ASSET_PROFILE_PROCESS,
       {
         dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
         symbol: data.SymbolProfile.connectOrCreate.create.symbol
-      }
+      },
-    ]);
+      GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+    );
 
     const isDraft = isAfter(data.date as Date, endOfToday());
 
@@ -117,12 +140,18 @@ export class OrderService {
       ]);
     }
 
-    await this.cacheService.flush();
-
     delete data.accountId;
+    delete data.assetClass;
+    delete data.assetSubClass;
+
+    if (!data.comment) {
+      delete data.comment;
+    }
+
     delete data.currency;
     delete data.dataSource;
     delete data.symbol;
+    delete data.tags;
     delete data.userId;
 
     const orderData: Prisma.OrderCreateInput = data;
@@ -131,7 +160,12 @@ export class OrderService {
       data: {
         ...orderData,
         Account,
-        isDraft
+        isDraft,
+        tags: {
+          connect: tags.map(({ id }) => {
+            return { id };
+          })
+        }
       }
     });
   }
@@ -151,22 +185,81 @@ export class OrderService {
   }
 
   public async getOrders({
+    filters,
     includeDrafts = false,
     types,
     userCurrency,
-    userId
+    userId,
+    withExcludedAccounts = false
   }: {
+    filters?: Filter[];
     includeDrafts?: boolean;
     types?: TypeOfOrder[];
     userCurrency: string;
     userId: string;
+    withExcludedAccounts?: boolean;
   }): Promise<Activity[]> {
     const where: Prisma.OrderWhereInput = { userId };
 
+    const {
+      ACCOUNT: filtersByAccount,
+      ASSET_CLASS: filtersByAssetClass,
+      TAG: filtersByTag
+    } = groupBy(filters, (filter) => {
+      return filter.type;
+    });
+
+    if (filtersByAccount?.length > 0) {
+      where.accountId = {
+        in: filtersByAccount.map(({ id }) => {
+          return id;
+        })
+      };
+    }
+
     if (includeDrafts === false) {
       where.isDraft = false;
     }
 
+    if (filtersByAssetClass?.length > 0) {
+      where.SymbolProfile = {
+        OR: [
+          {
+            AND: [
+              {
+                OR: filtersByAssetClass.map(({ id }) => {
+                  return { assetClass: AssetClass[id] };
+                })
+              },
+              {
+                OR: [
+                  { SymbolProfileOverrides: { is: null } },
+                  { SymbolProfileOverrides: { assetClass: null } }
+                ]
+              }
+            ]
+          },
+          {
+            SymbolProfileOverrides: {
+              OR: filtersByAssetClass.map(({ id }) => {
+                return { assetClass: AssetClass[id] };
+              })
+            }
+          }
+        ]
+      };
+    }
+
+    if (filtersByTag?.length > 0) {
+      where.tags = {
+        some: {
+          OR: filtersByTag.map(({ id }) => {
+            return { id };
+          })
+        }
+      };
+    }
+
     if (types) {
       where.OR = types.map((type) => {
         return {
@@ -188,28 +281,33 @@ export class OrderService {
             }
           },
           // eslint-disable-next-line @typescript-eslint/naming-convention
-          SymbolProfile: true
+          SymbolProfile: true,
+          tags: true
         },
         orderBy: { date: 'asc' }
       })
-    ).map((order) => {
+    )
-      const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
+      .filter((order) => {
+        return withExcludedAccounts || order.Account?.isExcluded === false;
+      })
+      .map((order) => {
+        const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
 
-      return {
+        return {
-        ...order,
+          ...order,
-        value,
-        feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
-          order.fee,
-          order.SymbolProfile.currency,
-          userCurrency
-        ),
-        valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
           value,
-          order.SymbolProfile.currency,
+          feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
-          userCurrency
+            order.fee,
-        )
+            order.SymbolProfile.currency,
-      };
+            userCurrency
-    });
+          ),
+          valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
+            value,
+            order.SymbolProfile.currency,
+            userCurrency
+          )
+        };
+      });
   }
 
   public async updateOrder({
@@ -217,9 +315,12 @@ export class OrderService {
     where
   }: {
     data: Prisma.OrderUpdateInput & {
+      assetClass?: AssetClass;
+      assetSubClass?: AssetSubClass;
       currency?: string;
       dataSource?: DataSource;
       symbol?: string;
+      tags?: Tag[];
     };
     where: Prisma.OrderWhereUniqueInput;
   }): Promise<Order> {
@@ -227,13 +328,19 @@ export class OrderService {
       delete data.Account;
     }
 
+    if (!data.comment) {
+      data.comment = null;
+    }
+
+    const tags = data.tags ?? [];
+
     let isDraft = false;
 
     if (data.type === 'ITEM') {
-      const name = data.SymbolProfile.connect.dataSource_symbol.symbol;
+      delete data.SymbolProfile.connect;
-
-      data.SymbolProfile = { update: { name } };
     } else {
+      delete data.SymbolProfile.update;
+
       isDraft = isAfter(data.date as Date, endOfToday());
 
       if (!isDraft) {
@@ -248,16 +355,22 @@ export class OrderService {
       }
     }
 
-    await this.cacheService.flush();
+    delete data.assetClass;
-
+    delete data.assetSubClass;
     delete data.currency;
     delete data.dataSource;
     delete data.symbol;
+    delete data.tags;
 
     return this.prismaService.order.update({
       data: {
         ...data,
-        isDraft
+        isDraft,
+        tags: {
+          connect: tags.map(({ id }) => {
+            return { id };
+          })
+        }
       },
       where
     });

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

@@ -1,10 +1,40 @@
-import { DataSource, Type } from '@prisma/client';
+import {
-import { IsISO8601, IsNumber, IsOptional, IsString } from 'class-validator';
+  AssetClass,
+  AssetSubClass,
+  DataSource,
+  Tag,
+  Type
+} from '@prisma/client';
+import { Transform, TransformFnParams } from 'class-transformer';
+import {
+  IsArray,
+  IsEnum,
+  IsISO8601,
+  IsNumber,
+  IsOptional,
+  IsString
+} from 'class-validator';
+import { isString } from 'lodash';
 
 export class UpdateOrderDto {
   @IsOptional()
   @IsString()
-  accountId: string;
+  accountId?: string;
+
+  @IsEnum(AssetClass, { each: true })
+  @IsOptional()
+  assetClass?: AssetClass;
+
+  @IsEnum(AssetSubClass, { each: true })
+  @IsOptional()
+  assetSubClass?: AssetSubClass;
+
+  @IsOptional()
+  @IsString()
+  @Transform(({ value }: TransformFnParams) =>
+    isString(value) ? value.trim() : value
+  )
+  comment?: string;
 
   @IsString()
   currency: string;
@@ -27,6 +57,10 @@ export class UpdateOrderDto {
   @IsString()
   symbol: string;
 
+  @IsArray()
+  @IsOptional()
+  tags?: Tag[];
+
   @IsString()
   type: Type;
 

apps/api/src/app/portfolio/current-rate.service.mock.ts

@@ -1,6 +1,7 @@
 import { parseDate, resetHours } from '@ghostfolio/common/helper';
 import { addDays, endOfDay, isBefore, isSameDay } from 'date-fns';
 
+import { GetValueObject } from './interfaces/get-value-object.interface';
 import { GetValuesParams } from './interfaces/get-values-params.interface';
 
 function mockGetValue(symbol: string, date: Date) {
@@ -20,14 +21,24 @@ function mockGetValue(symbol: string, date: Date) {
 
       return { marketPrice: 0 };
 
+    case 'NOVN.SW':
+      if (isSameDay(parseDate('2022-04-11'), date)) {
+        return { marketPrice: 87.8 };
+      }
+
+      return { marketPrice: 0 };
+
     default:
       return { marketPrice: 0 };
   }
 }
 
 export const CurrentRateServiceMock = {
-  getValues: ({ dataGatheringItems, dateQuery }: GetValuesParams) => {
+  getValues: ({
-    const result = [];
+    dataGatheringItems,
+    dateQuery
+  }: GetValuesParams): Promise<GetValueObject[]> => {
+    const result: GetValueObject[] = [];
     if (dateQuery.lt) {
       for (
         let date = resetHours(dateQuery.gte);
@@ -37,8 +48,10 @@ export const CurrentRateServiceMock = {
         for (const dataGatheringItem of dataGatheringItems) {
           result.push({
             date,
-            marketPrice: mockGetValue(dataGatheringItem.symbol, date)
+            marketPriceInBaseCurrency: mockGetValue(
-              .marketPrice,
+              dataGatheringItem.symbol,
+              date
+            ).marketPrice,
             symbol: dataGatheringItem.symbol
           });
         }
@@ -48,8 +61,10 @@ export const CurrentRateServiceMock = {
         for (const dataGatheringItem of dataGatheringItems) {
           result.push({
             date,
-            marketPrice: mockGetValue(dataGatheringItem.symbol, date)
+            marketPriceInBaseCurrency: mockGetValue(
-              .marketPrice,
+              dataGatheringItem.symbol,
+              date
+            ).marketPrice,
             symbol: dataGatheringItem.symbol
           });
         }

apps/api/src/app/portfolio/current-rate.service.spec.ts

@@ -4,6 +4,7 @@ import { MarketDataService } from '@ghostfolio/api/services/market-data.service'
 import { DataSource, MarketData } from '@prisma/client';
 
 import { CurrentRateService } from './current-rate.service';
+import { GetValueObject } from './interfaces/get-value-object.interface';
 
 jest.mock('@ghostfolio/api/services/market-data.service', () => {
   return {
@@ -73,7 +74,12 @@ describe('CurrentRateService', () => {
 
   beforeAll(async () => {
     dataProviderService = new DataProviderService(null, [], null);
-    exchangeRateDataService = new ExchangeRateDataService(null, null, null);
+    exchangeRateDataService = new ExchangeRateDataService(
+      null,
+      null,
+      null,
+      null
+    );
     marketDataService = new MarketDataService(null);
 
     await exchangeRateDataService.initialize();
@@ -96,15 +102,15 @@ describe('CurrentRateService', () => {
         },
         userCurrency: 'CHF'
       })
-    ).toMatchObject([
+    ).toMatchObject<GetValueObject[]>([
       {
         date: undefined,
-        marketPrice: 1841.823902,
+        marketPriceInBaseCurrency: 1841.823902,
         symbol: 'AMZN'
       },
       {
         date: undefined,
-        marketPrice: 1847.839966,
+        marketPriceInBaseCurrency: 1847.839966,
         symbol: 'AMZN'
       }
     ]);

apps/api/src/app/portfolio/current-rate.service.ts

@@ -28,13 +28,7 @@ export class CurrentRateService {
       (!dateQuery.gte || isBefore(dateQuery.gte, new Date())) &&
       (!dateQuery.in || this.containsToday(dateQuery.in));
 
-    const promises: Promise<
+    const promises: Promise<GetValueObject[]>[] = [];
-      {
-        date: Date;
-        marketPrice: number;
-        symbol: string;
-      }[]
-    >[] = [];
 
     if (includeToday) {
       const today = resetHours(new Date());
@@ -42,16 +36,17 @@ export class CurrentRateService {
         this.dataProviderService
           .getQuotes(dataGatheringItems)
           .then((dataResultProvider) => {
-            const result = [];
+            const result: GetValueObject[] = [];
             for (const dataGatheringItem of dataGatheringItems) {
               result.push({
                 date: today,
-                marketPrice: this.exchangeRateDataService.toCurrency(
+                marketPriceInBaseCurrency:
-                  dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice ??
+                  this.exchangeRateDataService.toCurrency(
-                    0,
+                    dataResultProvider?.[dataGatheringItem.symbol]
-                  dataResultProvider?.[dataGatheringItem.symbol]?.currency,
+                      ?.marketPrice ?? 0,
-                  userCurrency
+                    dataResultProvider?.[dataGatheringItem.symbol]?.currency,
-                ),
+                    userCurrency
+                  ),
                 symbol: dataGatheringItem.symbol
               });
             }
@@ -74,11 +69,12 @@ export class CurrentRateService {
           return data.map((marketDataItem) => {
             return {
               date: marketDataItem.date,
-              marketPrice: this.exchangeRateDataService.toCurrency(
+              marketPriceInBaseCurrency:
-                marketDataItem.marketPrice,
+                this.exchangeRateDataService.toCurrency(
-                currencies[marketDataItem.symbol],
+                  marketDataItem.marketPrice,
-                userCurrency
+                  currencies[marketDataItem.symbol],
-              ),
+                  userCurrency
+                ),
               symbol: marketDataItem.symbol
             };
           });

apps/api/src/app/portfolio/interfaces/get-value-object.interface.ts

@@ -1,5 +1,5 @@
 export interface GetValueObject {
   date: Date;
-  marketPrice: number;
+  marketPriceInBaseCurrency: number;
   symbol: string;
 }

apps/api/src/app/portfolio/interfaces/portfolio-position-detail.interface.ts

@@ -1,5 +1,9 @@
-import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
+import {
+  EnhancedSymbolProfile,
+  HistoricalDataItem
+} from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
+import { Tag } from '@prisma/client';
 
 export interface PortfolioPositionDetail {
   averagePrice: number;
@@ -16,6 +20,7 @@ export interface PortfolioPositionDetail {
   orders: OrderWithAccount[];
   quantity: number;
   SymbolProfile: EnhancedSymbolProfile;
+  tags: Tag[];
   transactionCount: number;
   value: number;
 }
@@ -25,10 +30,3 @@ export interface HistoricalDataContainer {
   isAllTimeLow: boolean;
   items: HistoricalDataItem[];
 }
-
-export interface HistoricalDataItem {
-  averagePrice?: number;
-  date: string;
-  grossPerformancePercent?: number;
-  value: number;
-}

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

@@ -62,6 +62,10 @@ describe('PortfolioCalculator', () => {
         parseDate('2021-11-22')
       );
 
+      const investments = portfolioCalculator.getInvestments();
+
+      const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
+
       spy.mockRestore();
 
       expect(currentPositions).toEqual({
@@ -91,6 +95,15 @@ describe('PortfolioCalculator', () => {
         ],
         totalInvestment: new Big('0')
       });
+
+      expect(investments).toEqual([
+        { date: '2021-11-22', investment: new Big('285.8') },
+        { date: '2021-11-30', investment: new Big('0') }
+      ]);
+
+      expect(investmentsByMonth).toEqual([
+        { date: '2021-11-01', investment: new Big('12.6') }
+      ]);
     });
   });
 });

apps/api/src/app/portfolio/portfolio-calculator-baln-buy.spec.ts

@@ -51,6 +51,10 @@ describe('PortfolioCalculator', () => {
         parseDate('2021-11-30')
       );
 
+      const investments = portfolioCalculator.getInvestments();
+
+      const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
+
       spy.mockRestore();
 
       expect(currentPositions).toEqual({
@@ -80,6 +84,14 @@ describe('PortfolioCalculator', () => {
         ],
         totalInvestment: new Big('273.2')
       });
+
+      expect(investments).toEqual([
+        { date: '2021-11-30', investment: new Big('273.2') }
+      ]);
+
+      expect(investmentsByMonth).toEqual([
+        { date: '2021-11-01', investment: new Big('273.2') }
+      ]);
     });
   });
 });

apps/api/src/app/portfolio/portfolio-calculator-no-orders.spec.ts

@@ -39,6 +39,10 @@ describe('PortfolioCalculator', () => {
         new Date()
       );
 
+      const investments = portfolioCalculator.getInvestments();
+
+      const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
+
       spy.mockRestore();
 
       expect(currentPositions).toEqual({
@@ -51,6 +55,10 @@ describe('PortfolioCalculator', () => {
         positions: [],
         totalInvestment: new Big(0)
       });
+
+      expect(investments).toEqual([]);
+
+      expect(investmentsByMonth).toEqual([]);
     });
   });
 });

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

@@ -0,0 +1,110 @@
+import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
+import { parseDate } from '@ghostfolio/common/helper';
+import Big from 'big.js';
+
+import { CurrentRateServiceMock } from './current-rate.service.mock';
+import { PortfolioCalculator } from './portfolio-calculator';
+
+jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
+  return {
+    // eslint-disable-next-line @typescript-eslint/naming-convention
+    CurrentRateService: jest.fn().mockImplementation(() => {
+      return CurrentRateServiceMock;
+    })
+  };
+});
+
+describe('PortfolioCalculator', () => {
+  let currentRateService: CurrentRateService;
+
+  beforeEach(() => {
+    currentRateService = new CurrentRateService(null, null, null);
+  });
+
+  describe('get current positions', () => {
+    it.only('with BALN.SW buy and sell', async () => {
+      const portfolioCalculator = new PortfolioCalculator({
+        currentRateService,
+        currency: 'CHF',
+        orders: [
+          {
+            currency: 'CHF',
+            date: '2022-03-07',
+            dataSource: 'YAHOO',
+            fee: new Big(1.3),
+            name: 'Novartis AG',
+            quantity: new Big(2),
+            symbol: 'NOVN.SW',
+            type: 'BUY',
+            unitPrice: new Big(75.8)
+          },
+          {
+            currency: 'CHF',
+            date: '2022-04-08',
+            dataSource: 'YAHOO',
+            fee: new Big(2.95),
+            name: 'Novartis AG',
+            quantity: new Big(1),
+            symbol: 'NOVN.SW',
+            type: 'SELL',
+            unitPrice: new Big(85.73)
+          }
+        ]
+      });
+
+      portfolioCalculator.computeTransactionPoints();
+
+      const spy = jest
+        .spyOn(Date, 'now')
+        .mockImplementation(() => parseDate('2022-04-11').getTime());
+
+      const currentPositions = await portfolioCalculator.getCurrentPositions(
+        parseDate('2022-03-07')
+      );
+
+      const investments = portfolioCalculator.getInvestments();
+
+      const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
+
+      spy.mockRestore();
+
+      expect(currentPositions).toEqual({
+        currentValue: new Big('87.8'),
+        errors: [],
+        grossPerformance: new Big('21.93'),
+        grossPerformancePercentage: new Big('0.14465699208443271768'),
+        hasErrors: false,
+        netPerformance: new Big('17.68'),
+        netPerformancePercentage: new Big('0.11662269129287598945'),
+        positions: [
+          {
+            averagePrice: new Big('75.80'),
+            currency: 'CHF',
+            dataSource: 'YAHOO',
+            firstBuyDate: '2022-03-07',
+            grossPerformance: new Big('21.93'),
+            grossPerformancePercentage: new Big('0.14465699208443271768'),
+            investment: new Big('75.80'),
+            netPerformance: new Big('17.68'),
+            netPerformancePercentage: new Big('0.11662269129287598945'),
+            marketPrice: 87.8,
+            quantity: new Big('1'),
+            symbol: 'NOVN.SW',
+            transactionCount: 2
+          }
+        ],
+        totalInvestment: new Big('75.80')
+      });
+
+      expect(investments).toEqual([
+        { date: '2022-03-07', investment: new Big('151.6') },
+        { date: '2022-04-08', investment: new Big('75.8') }
+      ]);
+
+      expect(investmentsByMonth).toEqual([
+        { date: '2022-03-01', investment: new Big('151.6') },
+        { date: '2022-04-01', investment: new Big('-85.73') }
+      ]);
+    });
+  });
+});

apps/api/src/app/portfolio/portfolio-calculator.ts

@@ -14,10 +14,14 @@ import {
   format,
   isAfter,
   isBefore,
+  isSameDay,
+  isSameMonth,
+  isSameYear,
   max,
-  min
+  min,
+  set
 } from 'date-fns';
-import { first, flatten, isNumber, sortBy } from 'lodash';
+import { first, flatten, isNumber, last, sortBy } from 'lodash';
 
 import { CurrentRateService } from './current-rate.service';
 import { CurrentPositions } from './interfaces/current-positions.interface';
@@ -56,7 +60,7 @@ export class PortfolioCalculator {
     this.currentRateService = currentRateService;
     this.orders = orders;
 
-    this.orders.sort((a, b) => a.date.localeCompare(b.date));
+    this.orders.sort((a, b) => a.date?.localeCompare(b.date));
   }
 
   public computeTransactionPoints() {
@@ -77,17 +81,30 @@ export class PortfolioCalculator {
         const newQuantity = order.quantity
           .mul(factor)
           .plus(oldAccumulatedSymbol.quantity);
+
+        let investment = new Big(0);
+
+        if (newQuantity.gt(0)) {
+          if (order.type === 'BUY') {
+            investment = oldAccumulatedSymbol.investment.plus(
+              order.quantity.mul(unitPrice)
+            );
+          } else if (order.type === 'SELL') {
+            const averagePrice = oldAccumulatedSymbol.investment.div(
+              oldAccumulatedSymbol.quantity
+            );
+            investment = oldAccumulatedSymbol.investment.minus(
+              order.quantity.mul(averagePrice)
+            );
+          }
+        }
+
         currentTransactionPointItem = {
+          investment,
           currency: order.currency,
           dataSource: order.dataSource,
           fee: order.fee.plus(oldAccumulatedSymbol.fee),
           firstBuyDate: oldAccumulatedSymbol.firstBuyDate,
-          investment: newQuantity.eq(0)
-            ? new Big(0)
-            : unitPrice
-                .mul(order.quantity)
-                .mul(factor)
-                .plus(oldAccumulatedSymbol.investment),
           quantity: newQuantity,
           symbol: order.symbol,
           transactionCount: oldAccumulatedSymbol.transactionCount + 1
@@ -112,7 +129,7 @@ export class PortfolioCalculator {
         (transactionPointItem) => transactionPointItem.symbol !== order.symbol
       );
       newItems.push(currentTransactionPointItem);
-      newItems.sort((a, b) => a.symbol.localeCompare(b.symbol));
+      newItems.sort((a, b) => a.symbol?.localeCompare(b.symbol));
       if (lastDate !== currentDate || lastTransactionPoint === null) {
         lastTransactionPoint = {
           date: currentDate,
@@ -151,13 +168,148 @@ export class PortfolioCalculator {
     this.transactionPoints = transactionPoints;
   }
 
-  public async getCurrentPositions(start: Date): Promise<CurrentPositions> {
+  public async getChartData(start: Date, end = new Date(Date.now()), step = 1) {
-    if (!this.transactionPoints?.length) {
+    const symbols: { [symbol: string]: boolean } = {};
+
+    const transactionPointsBeforeEndDate =
+      this.transactionPoints?.filter((transactionPoint) => {
+        return isBefore(parseDate(transactionPoint.date), end);
+      }) ?? [];
+
+    const firstIndex = transactionPointsBeforeEndDate.length;
+    const dates: Date[] = [];
+    const dataGatheringItems: IDataGatheringItem[] = [];
+    const currencies: { [symbol: string]: string } = {};
+
+    let day = start;
+
+    while (isBefore(day, end)) {
+      dates.push(resetHours(day));
+      day = addDays(day, step);
+    }
+
+    if (!isSameDay(last(dates), end)) {
+      dates.push(resetHours(end));
+    }
+
+    for (const item of transactionPointsBeforeEndDate[firstIndex - 1].items) {
+      dataGatheringItems.push({
+        dataSource: item.dataSource,
+        symbol: item.symbol
+      });
+      currencies[item.symbol] = item.currency;
+      symbols[item.symbol] = true;
+    }
+
+    const marketSymbols = await this.currentRateService.getValues({
+      currencies,
+      dataGatheringItems,
+      dateQuery: {
+        in: dates
+      },
+      userCurrency: this.currency
+    });
+
+    const marketSymbolMap: {
+      [date: string]: { [symbol: string]: Big };
+    } = {};
+
+    for (const marketSymbol of marketSymbols) {
+      const dateString = format(marketSymbol.date, DATE_FORMAT);
+      if (!marketSymbolMap[dateString]) {
+        marketSymbolMap[dateString] = {};
+      }
+      if (marketSymbol.marketPriceInBaseCurrency) {
+        marketSymbolMap[dateString][marketSymbol.symbol] = new Big(
+          marketSymbol.marketPriceInBaseCurrency
+        );
+      }
+    }
+
+    const netPerformanceValuesBySymbol: {
+      [symbol: string]: { [date: string]: Big };
+    } = {};
+
+    const investmentValuesBySymbol: {
+      [symbol: string]: { [date: string]: Big };
+    } = {};
+
+    const totalNetPerformanceValues: { [date: string]: Big } = {};
+    const totalInvestmentValues: { [date: string]: Big } = {};
+
+    for (const symbol of Object.keys(symbols)) {
+      const { netPerformanceValues, investmentValues } = this.getSymbolMetrics({
+        end,
+        marketSymbolMap,
+        start,
+        step,
+        symbol,
+        isChartMode: true
+      });
+
+      netPerformanceValuesBySymbol[symbol] = netPerformanceValues;
+      investmentValuesBySymbol[symbol] = investmentValues;
+    }
+
+    for (const currentDate of dates) {
+      const dateString = format(currentDate, DATE_FORMAT);
+
+      for (const symbol of Object.keys(netPerformanceValuesBySymbol)) {
+        totalNetPerformanceValues[dateString] =
+          totalNetPerformanceValues[dateString] ?? new Big(0);
+
+        if (netPerformanceValuesBySymbol[symbol]?.[dateString]) {
+          totalNetPerformanceValues[dateString] = totalNetPerformanceValues[
+            dateString
+          ].add(netPerformanceValuesBySymbol[symbol][dateString]);
+        }
+
+        totalInvestmentValues[dateString] =
+          totalInvestmentValues[dateString] ?? new Big(0);
+
+        if (investmentValuesBySymbol[symbol]?.[dateString]) {
+          totalInvestmentValues[dateString] = totalInvestmentValues[
+            dateString
+          ].add(investmentValuesBySymbol[symbol][dateString]);
+        }
+      }
+    }
+
+    return Object.keys(totalNetPerformanceValues).map((date) => {
+      const netPerformanceInPercentage = totalInvestmentValues[date].eq(0)
+        ? 0
+        : totalNetPerformanceValues[date]
+            .div(totalInvestmentValues[date])
+            .mul(100)
+            .toNumber();
+
+      return {
+        date,
+        netPerformanceInPercentage,
+        netPerformance: totalNetPerformanceValues[date].toNumber(),
+        totalInvestment: totalInvestmentValues[date].toNumber(),
+        value: totalInvestmentValues[date]
+          .plus(totalNetPerformanceValues[date])
+          .toNumber()
+      };
+    });
+  }
+
+  public async getCurrentPositions(
+    start: Date,
+    end = new Date(Date.now())
+  ): Promise<CurrentPositions> {
+    const transactionPointsBeforeEndDate =
+      this.transactionPoints?.filter((transactionPoint) => {
+        return isBefore(parseDate(transactionPoint.date), end);
+      }) ?? [];
+
+    if (!transactionPointsBeforeEndDate.length) {
       return {
         currentValue: new Big(0),
-        hasErrors: false,
         grossPerformance: new Big(0),
         grossPerformancePercentage: new Big(0),
+        hasErrors: false,
         netPerformance: new Big(0),
         netPerformancePercentage: new Big(0),
         positions: [],
@@ -166,39 +318,38 @@ export class PortfolioCalculator {
     }
 
     const lastTransactionPoint =
-      this.transactionPoints[this.transactionPoints.length - 1];
+      transactionPointsBeforeEndDate[transactionPointsBeforeEndDate.length - 1];
-
-    // use Date.now() to use the mock for today
-    const today = new Date(Date.now());
 
     let firstTransactionPoint: TransactionPoint = null;
-    let firstIndex = this.transactionPoints.length;
+    let firstIndex = transactionPointsBeforeEndDate.length;
     const dates = [];
     const dataGatheringItems: IDataGatheringItem[] = [];
     const currencies: { [symbol: string]: string } = {};
 
     dates.push(resetHours(start));
-    for (const item of this.transactionPoints[firstIndex - 1].items) {
+    for (const item of transactionPointsBeforeEndDate[firstIndex - 1].items) {
       dataGatheringItems.push({
         dataSource: item.dataSource,
         symbol: item.symbol
       });
       currencies[item.symbol] = item.currency;
     }
-    for (let i = 0; i < this.transactionPoints.length; i++) {
+    for (let i = 0; i < transactionPointsBeforeEndDate.length; i++) {
       if (
-        !isBefore(parseDate(this.transactionPoints[i].date), start) &&
+        !isBefore(parseDate(transactionPointsBeforeEndDate[i].date), start) &&
         firstTransactionPoint === null
       ) {
-        firstTransactionPoint = this.transactionPoints[i];
+        firstTransactionPoint = transactionPointsBeforeEndDate[i];
         firstIndex = i;
       }
       if (firstTransactionPoint !== null) {
-        dates.push(resetHours(parseDate(this.transactionPoints[i].date)));
+        dates.push(
+          resetHours(parseDate(transactionPointsBeforeEndDate[i].date))
+        );
       }
     }
 
-    dates.push(resetHours(today));
+    dates.push(resetHours(end));
 
     const marketSymbols = await this.currentRateService.getValues({
       currencies,
@@ -218,14 +369,14 @@ export class PortfolioCalculator {
       if (!marketSymbolMap[date]) {
         marketSymbolMap[date] = {};
       }
-      if (marketSymbol.marketPrice) {
+      if (marketSymbol.marketPriceInBaseCurrency) {
         marketSymbolMap[date][marketSymbol.symbol] = new Big(
-          marketSymbol.marketPrice
+          marketSymbol.marketPriceInBaseCurrency
         );
       }
     }
 
-    const todayString = format(today, DATE_FORMAT);
+    const endDateString = format(end, DATE_FORMAT);
 
     if (firstIndex > 0) {
       firstIndex--;
@@ -238,7 +389,7 @@ export class PortfolioCalculator {
     const errors: ResponseError['errors'] = [];
 
     for (const item of lastTransactionPoint.items) {
-      const marketValue = marketSymbolMap[todayString]?.[item.symbol];
+      const marketValue = marketSymbolMap[endDateString]?.[item.symbol];
 
       const {
         grossPerformance,
@@ -248,6 +399,7 @@ export class PortfolioCalculator {
         netPerformance,
         netPerformancePercentage
       } = this.getSymbolMetrics({
+        end,
         marketSymbolMap,
         start,
         symbol: item.symbol
@@ -310,6 +462,53 @@ export class PortfolioCalculator {
     });
   }
 
+  public getInvestmentsByMonth(): { date: string; investment: Big }[] {
+    if (this.orders.length === 0) {
+      return [];
+    }
+
+    const investments = [];
+    let currentDate: Date;
+    let investmentByMonth = new Big(0);
+
+    for (const [index, order] of this.orders.entries()) {
+      if (
+        isSameMonth(parseDate(order.date), currentDate) &&
+        isSameYear(parseDate(order.date), currentDate)
+      ) {
+        // Same month: Add up investments
+
+        investmentByMonth = investmentByMonth.plus(
+          order.quantity.mul(order.unitPrice).mul(this.getFactor(order.type))
+        );
+      } else {
+        // New month: Store previous month and reset
+
+        if (currentDate) {
+          investments.push({
+            date: format(set(currentDate, { date: 1 }), DATE_FORMAT),
+            investment: investmentByMonth
+          });
+        }
+
+        currentDate = parseDate(order.date);
+        investmentByMonth = order.quantity
+          .mul(order.unitPrice)
+          .mul(this.getFactor(order.type));
+      }
+
+      if (index === this.orders.length - 1) {
+        // Store current month (latest order)
+        investments.push({
+          date: format(set(currentDate, { date: 1 }), DATE_FORMAT),
+          investment: investmentByMonth
+        });
+      }
+    }
+
+    return investments;
+  }
+
   public async calculateTimeline(
     timelineSpecification: TimelineSpecification[],
     endDate: string
@@ -369,30 +568,36 @@ export class PortfolioCalculator {
       }
     }
 
+    let minNetPerformance = new Big(0);
+    let maxNetPerformance = new Big(0);
+
     const timelineInfoInterfaces: TimelineInfoInterface[] = await Promise.all(
       timelinePeriodPromises
     );
-    const minNetPerformance = timelineInfoInterfaces
-      .map((timelineInfo) => timelineInfo.minNetPerformance)
-      .filter((performance) => performance !== null)
-      .reduce((minPerformance, current) => {
-        if (minPerformance.lt(current)) {
-          return minPerformance;
-        } else {
-          return current;
-        }
-      });
 
-    const maxNetPerformance = timelineInfoInterfaces
+    try {
-      .map((timelineInfo) => timelineInfo.maxNetPerformance)
+      minNetPerformance = timelineInfoInterfaces
-      .filter((performance) => performance !== null)
+        .map((timelineInfo) => timelineInfo.minNetPerformance)
-      .reduce((maxPerformance, current) => {
+        .filter((performance) => performance !== null)
-        if (maxPerformance.gt(current)) {
+        .reduce((minPerformance, current) => {
-          return maxPerformance;
+          if (minPerformance.lt(current)) {
-        } else {
+            return minPerformance;
-          return current;
+          } else {
-        }
+            return current;
-      });
+          }
+        });
+
+      maxNetPerformance = timelineInfoInterfaces
+        .map((timelineInfo) => timelineInfo.maxNetPerformance)
+        .filter((performance) => performance !== null)
+        .reduce((maxPerformance, current) => {
+          if (maxPerformance.gt(current)) {
+            return maxPerformance;
+          } else {
+            return current;
+          }
+        });
+    } catch {}
 
     const timelinePeriods = timelineInfoInterfaces.map(
       (timelineInfo) => timelineInfo.timelinePeriods
@@ -535,9 +740,9 @@ export class PortfolioCalculator {
         if (!marketSymbolMap[date]) {
           marketSymbolMap[date] = {};
         }
-        if (marketSymbol.marketPrice) {
+        if (marketSymbol.marketPriceInBaseCurrency) {
           marketSymbolMap[date][marketSymbol.symbol] = new Big(
-            marketSymbol.marketPrice
+            marketSymbol.marketPriceInBaseCurrency
           );
         }
       }
@@ -631,14 +836,20 @@ export class PortfolioCalculator {
   }
 
   private getSymbolMetrics({
+    end,
+    isChartMode = false,
     marketSymbolMap,
     start,
+    step = 1,
     symbol
   }: {
+    end: Date;
+    isChartMode?: boolean;
     marketSymbolMap: {
       [date: string]: { [symbol: string]: Big };
     };
     start: Date;
+    step?: number;
     symbol: string;
   }) {
     let orders: PortfolioOrderItem[] = this.orders.filter((order) => {
@@ -657,13 +868,12 @@ export class PortfolioCalculator {
     }
 
     const dateOfFirstTransaction = new Date(first(orders).date);
-    const endDate = new Date(Date.now());
 
     const unitPriceAtStartDate =
       marketSymbolMap[format(start, DATE_FORMAT)]?.[symbol];
 
     const unitPriceAtEndDate =
-      marketSymbolMap[format(endDate, DATE_FORMAT)]?.[symbol];
+      marketSymbolMap[format(end, DATE_FORMAT)]?.[symbol];
 
     if (
       !unitPriceAtEndDate ||
@@ -688,10 +898,12 @@ export class PortfolioCalculator {
     let grossPerformanceFromSells = new Big(0);
     let initialValue: Big;
     let investmentAtStartDate: Big;
+    const investmentValues: { [date: string]: Big } = {};
     let lastAveragePrice = new Big(0);
     let lastTransactionInvestment = new Big(0);
     let lastValueOfInvestmentBeforeTransaction = new Big(0);
     let maxTotalInvestment = new Big(0);
+    const netPerformanceValues: { [date: string]: Big } = {};
     let timeWeightedGrossPerformancePercentage = new Big(1);
     let timeWeightedNetPerformancePercentage = new Big(1);
     let totalInvestment = new Big(0);
@@ -716,7 +928,7 @@ export class PortfolioCalculator {
     orders.push({
       symbol,
       currency: null,
-      date: format(endDate, DATE_FORMAT),
+      date: format(end, DATE_FORMAT),
       dataSource: null,
       fee: new Big(0),
       itemType: 'end',
@@ -726,6 +938,41 @@ export class PortfolioCalculator {
       unitPrice: unitPriceAtEndDate
     });
 
+    let day = start;
+    let lastUnitPrice: Big;
+
+    if (isChartMode) {
+      const datesWithOrders = {};
+
+      for (const order of orders) {
+        datesWithOrders[order.date] = true;
+      }
+
+      while (isBefore(day, end)) {
+        const hasDate = datesWithOrders[format(day, DATE_FORMAT)];
+
+        if (!hasDate) {
+          orders.push({
+            symbol,
+            currency: null,
+            date: format(day, DATE_FORMAT),
+            dataSource: null,
+            fee: new Big(0),
+            name: '',
+            quantity: new Big(0),
+            type: TypeOfOrder.BUY,
+            unitPrice:
+              marketSymbolMap[format(day, DATE_FORMAT)]?.[symbol] ??
+              lastUnitPrice
+          });
+        }
+
+        lastUnitPrice = last(orders).unitPrice;
+
+        day = addDays(day, step);
+      }
+    }
+
     // Sort orders so that the start and end placeholder order are at the right
     // position
     orders = sortBy(orders, (order) => {
@@ -888,6 +1135,18 @@ export class PortfolioCalculator {
         feesAtStartDate = fees;
         grossPerformanceAtStartDate = grossPerformance;
       }
+
+      if (isChartMode && i > indexOfStartOrder) {
+        netPerformanceValues[order.date] = grossPerformance
+          .minus(grossPerformanceAtStartDate)
+          .minus(fees.minus(feesAtStartDate));
+
+        investmentValues[order.date] = totalInvestment;
+      }
+
+      if (i === indexOfEndOrder) {
+        break;
+      }
     }
 
     timeWeightedGrossPerformancePercentage =
@@ -973,7 +1232,9 @@ export class PortfolioCalculator {
     return {
       initialValue,
       grossPerformancePercentage,
+      investmentValues,
       netPerformancePercentage,
+      netPerformanceValues,
       hasErrors: totalUnits.gt(0) && (!initialValue || !unitPriceAtEndDate),
       netPerformance: totalNetPerformance,
       grossPerformance: totalGrossPerformance

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

@@ -4,22 +4,26 @@ import {
   hasNotDefinedValuesInObject,
   nullifyValuesInObject
 } from '@ghostfolio/api/helper/object.helper';
+import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
-import { baseCurrency } from '@ghostfolio/common/config';
 import { parseDate } from '@ghostfolio/common/helper';
 import {
-  PortfolioChart,
   PortfolioDetails,
   PortfolioInvestments,
   PortfolioPerformanceResponse,
   PortfolioPublicDetails,
-  PortfolioReport,
+  PortfolioReport
-  PortfolioSummary
 } from '@ghostfolio/common/interfaces';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
+import type {
+  DateRange,
+  GroupBy,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 import {
   Controller,
   Get,
@@ -29,11 +33,12 @@ import {
   Param,
   Query,
   UseGuards,
-  UseInterceptors
+  UseInterceptors,
+  Version
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { ViewMode } from '@prisma/client';
+import Big from 'big.js';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
@@ -42,84 +47,60 @@ import { PortfolioService } from './portfolio.service';
 
 @Controller('portfolio')
 export class PortfolioController {
+  private baseCurrency: string;
+
   public constructor(
     private readonly accessService: AccessService,
+    private readonly apiService: ApiService,
     private readonly configurationService: ConfigurationService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly portfolioService: PortfolioService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly userService: UserService
-  ) {}
+  ) {
-
+    this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
-  @Get('chart')
-  @UseGuards(AuthGuard('jwt'))
-  public async getChart(
-    @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
-  ): Promise<PortfolioChart> {
-    const historicalDataContainer = await this.portfolioService.getChart(
-      impersonationId,
-      range
-    );
-
-    let chartData = historicalDataContainer.items;
-
-    let hasError = false;
-
-    chartData.forEach((chartDataItem) => {
-      if (hasNotDefinedValuesInObject(chartDataItem)) {
-        hasError = true;
-      }
-    });
-
-    if (
-      impersonationId ||
-      this.userService.isRestrictedView(this.request.user)
-    ) {
-      let maxValue = 0;
-
-      chartData.forEach((portfolioItem) => {
-        if (portfolioItem.value > maxValue) {
-          maxValue = portfolioItem.value;
-        }
-      });
-
-      chartData = chartData.map((historicalDataItem) => {
-        return {
-          ...historicalDataItem,
-          marketPrice: Number((historicalDataItem.value / maxValue).toFixed(2))
-        };
-      });
-    }
-
-    return {
-      hasError,
-      chart: chartData,
-      isAllTimeHigh: historicalDataContainer.isAllTimeHigh,
-      isAllTimeLow: historicalDataContainer.isAllTimeLow
-    };
   }
 
   @Get('details')
   @UseGuards(AuthGuard('jwt'))
+  @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getDetails(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
+    @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('range') dateRange: DateRange = 'max',
+    @Query('tags') filterByTags?: string
   ): Promise<PortfolioDetails & { hasError: boolean }> {
     let hasError = false;
 
-    const { accounts, holdings, hasErrors } =
+    const filters = this.apiService.buildFiltersFromQueryParams({
-      await this.portfolioService.getDetails(
+      filterByAccounts,
-        impersonationId,
+      filterByAssetClasses,
-        this.request.user.id,
+      filterByTags
-        range
+    });
-      );
+
+    const {
+      accounts,
+      filteredValueInBaseCurrency,
+      filteredValueInPercentage,
+      hasErrors,
+      holdings,
+      summary,
+      totalValueInBaseCurrency
+    } = await this.portfolioService.getDetails({
+      dateRange,
+      filters,
+      impersonationId,
+      userId: this.request.user.id
+    });
 
     if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
       hasError = true;
     }
 
+    let portfolioSummary = summary;
+
     if (
       impersonationId ||
       this.userService.isRestrictedView(this.request.user)
@@ -135,7 +116,7 @@ export class PortfolioController {
           return this.exchangeRateDataService.toCurrency(
             portfolioPosition.quantity * portfolioPosition.marketPrice,
             portfolioPosition.currency,
-            this.request.user.Settings.currency
+            this.request.user.Settings.settings.baseCurrency
           );
         })
         .reduce((a, b) => a + b, 0);
@@ -153,19 +134,58 @@ export class PortfolioController {
         accounts[name].current = current / totalValue;
         accounts[name].original = original / totalInvestment;
       }
+
+      portfolioSummary = nullifyValuesInObject(summary, [
+        'cash',
+        'committedFunds',
+        'currentGrossPerformance',
+        'currentNetPerformance',
+        'currentValue',
+        'dividend',
+        'emergencyFund',
+        'excludedAccountsAndActivities',
+        'fees',
+        'items',
+        'netWorth',
+        'totalBuy',
+        'totalSell'
+      ]);
     }
 
-    const isBasicUser =
+    let hasDetails = true;
-      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
-      this.request.user.subscription.type === 'Basic';
+      hasDetails = this.request.user.subscription.type === 'Premium';
+    }
 
-    return { accounts, hasError, holdings: isBasicUser ? {} : holdings };
+    for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
+      holdings[symbol] = {
+        ...portfolioPosition,
+        assetClass: hasDetails ? portfolioPosition.assetClass : undefined,
+        assetSubClass: hasDetails ? portfolioPosition.assetSubClass : undefined,
+        countries: hasDetails ? portfolioPosition.countries : [],
+        currency: hasDetails ? portfolioPosition.currency : undefined,
+        markets: hasDetails ? portfolioPosition.markets : undefined,
+        sectors: hasDetails ? portfolioPosition.sectors : []
+      };
+    }
+
+    return {
+      accounts,
+      filteredValueInBaseCurrency,
+      filteredValueInPercentage,
+      hasError,
+      holdings,
+      totalValueInBaseCurrency,
+      summary: hasDetails ? portfolioSummary : undefined
+    };
   }
 
   @Get('investments')
   @UseGuards(AuthGuard('jwt'))
   public async getInvestments(
-    @Headers('impersonation-id') impersonationId: string
+    @Headers('impersonation-id') impersonationId: string,
+    @Query('range') dateRange: DateRange = 'max',
+    @Query('groupBy') groupBy?: GroupBy
   ): Promise<PortfolioInvestments> {
     if (
       this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
@@ -177,9 +197,20 @@ export class PortfolioController {
       );
     }
 
-    let investments = await this.portfolioService.getInvestments(
+    let investments: InvestmentItem[];
-      impersonationId
+
-    );
+    if (groupBy === 'month') {
+      investments = await this.portfolioService.getInvestments({
+        dateRange,
+        impersonationId,
+        groupBy: 'month'
+      });
+    } else {
+      investments = await this.portfolioService.getInvestments({
+        dateRange,
+        impersonationId
+      });
+    }
 
     if (
       impersonationId ||
@@ -196,29 +227,50 @@ export class PortfolioController {
       }));
     }
 
-    return { firstOrderDate: parseDate(investments[0]?.date), investments };
+    return { investments };
   }
 
   @Get('performance')
   @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
-  public async getPerformance(
+  @Version('2')
+  public async getPerformanceV2(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
+    @Query('range') dateRange: DateRange = 'max'
   ): Promise<PortfolioPerformanceResponse> {
-    const performanceInformation = await this.portfolioService.getPerformance(
+    const performanceInformation = await this.portfolioService.getPerformance({
-      impersonationId,
+      dateRange,
-      range
+      impersonationId
-    );
+    });
 
     if (
       impersonationId ||
-      this.request.user.Settings.viewMode === ViewMode.ZEN ||
+      this.request.user.Settings.settings.viewMode === 'ZEN' ||
       this.userService.isRestrictedView(this.request.user)
     ) {
+      performanceInformation.chart = performanceInformation.chart.map(
+        ({ date, netPerformanceInPercentage, totalInvestment, value }) => {
+          return {
+            date,
+            netPerformanceInPercentage,
+            totalInvestment: new Big(totalInvestment)
+              .div(performanceInformation.performance.totalInvestment)
+              .toNumber(),
+            value: new Big(value)
+              .div(performanceInformation.performance.currentValue)
+              .toNumber()
+          };
+        }
+      );
+
       performanceInformation.performance = nullifyValuesInObject(
         performanceInformation.performance,
-        ['currentGrossPerformance', 'currentValue']
+        [
+          'currentGrossPerformance',
+          'currentNetPerformance',
+          'currentValue',
+          'totalInvestment'
+        ]
       );
     }
 
@@ -230,11 +282,11 @@ export class PortfolioController {
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getPositions(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
+    @Query('range') dateRange: DateRange = 'max'
   ): Promise<PortfolioPositions> {
     const result = await this.portfolioService.getPositions(
       impersonationId,
-      range
+      dateRange
     );
 
     if (
@@ -275,86 +327,48 @@ export class PortfolioController {
       hasDetails = user.subscription.type === 'Premium';
     }
 
-    const { holdings } = await this.portfolioService.getDetails(
+    const { holdings } = await this.portfolioService.getDetails({
-      access.userId,
+      dateRange: 'max',
-      access.userId
+      filters: [{ id: 'EQUITY', type: 'ASSET_CLASS' }],
-    );
+      impersonationId: access.userId,
+      userId: access.userId
+    });
 
     const portfolioPublicDetails: PortfolioPublicDetails = {
       hasDetails,
+      alias: access.alias,
       holdings: {}
     };
 
     const totalValue = Object.values(holdings)
-      .filter((holding) => {
-        return holding.assetClass === 'EQUITY';
-      })
       .map((portfolioPosition) => {
         return this.exchangeRateDataService.toCurrency(
           portfolioPosition.quantity * portfolioPosition.marketPrice,
           portfolioPosition.currency,
-          this.request.user?.Settings?.currency ?? baseCurrency
+          this.request.user?.Settings?.settings.baseCurrency ??
+            this.baseCurrency
         );
       })
       .reduce((a, b) => a + b, 0);
 
     for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
-      if (portfolioPosition.assetClass === 'EQUITY') {
+      portfolioPublicDetails.holdings[symbol] = {
-        portfolioPublicDetails.holdings[symbol] = {
+        allocationCurrent: portfolioPosition.value / totalValue,
-          allocationCurrent: portfolioPosition.allocationCurrent,
+        countries: hasDetails ? portfolioPosition.countries : [],
-          countries: hasDetails ? portfolioPosition.countries : [],
+        currency: hasDetails ? portfolioPosition.currency : undefined,
-          currency: portfolioPosition.currency,
+        markets: hasDetails ? portfolioPosition.markets : undefined,
-          markets: portfolioPosition.markets,
+        name: portfolioPosition.name,
-          name: portfolioPosition.name,
+        netPerformancePercent: portfolioPosition.netPerformancePercent,
-          sectors: hasDetails ? portfolioPosition.sectors : [],
+        sectors: hasDetails ? portfolioPosition.sectors : [],
-          value: portfolioPosition.value / totalValue
+        symbol: portfolioPosition.symbol,
-        };
+        url: portfolioPosition.url,
-      }
+        value: portfolioPosition.value / totalValue
+      };
     }
 
     return portfolioPublicDetails;
   }
 
-  @Get('summary')
-  @UseGuards(AuthGuard('jwt'))
-  public async getSummary(
-    @Headers('impersonation-id') impersonationId
-  ): Promise<PortfolioSummary> {
-    if (
-      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
-      this.request.user.subscription.type === 'Basic'
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    let summary = await this.portfolioService.getSummary(impersonationId);
-
-    if (
-      impersonationId ||
-      this.userService.isRestrictedView(this.request.user)
-    ) {
-      summary = nullifyValuesInObject(summary, [
-        'cash',
-        'committedFunds',
-        'currentGrossPerformance',
-        'currentNetPerformance',
-        'currentValue',
-        'dividend',
-        'emergencyFund',
-        'fees',
-        'items',
-        'netWorth',
-        'totalBuy',
-        'totalSell'
-      ]);
-    }
-
-    return summary;
-  }
-
   @Get('position/:dataSource/:symbol')
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)

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

@@ -2,6 +2,7 @@ import { AccessModule } from '@ghostfolio/api/app/access/access.module';
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@@ -22,6 +23,7 @@ import { RulesService } from './rules.service';
   exports: [PortfolioService],
   imports: [
     AccessModule,
+    ApiModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,

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

@@ -1,5 +1,6 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 import { Rule } from '@ghostfolio/api/models/rule';
+import { UserSettings } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 
 @Injectable()
@@ -8,7 +9,7 @@ export class RulesService {
 
   public async evaluate<T extends RuleSettings>(
     aRules: Rule<T>[],
-    aUserSettings: { baseCurrency: string }
+    aUserSettings: UserSettings
   ) {
     return aRules
       .filter((rule) => {

apps/api/src/app/redis-cache/redis-cache.module.ts

@@ -1,7 +1,6 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { CacheModule, Module } from '@nestjs/common';
+import { CacheManagerOptions, CacheModule, Module } from '@nestjs/common';
-import { ConfigModule, ConfigService } from '@nestjs/config';
 import * as redisStore from 'cache-manager-redis-store';
 
 import { RedisCacheService } from './redis-cache.service';
@@ -9,15 +8,18 @@ import { RedisCacheService } from './redis-cache.service';
 @Module({
   imports: [
     CacheModule.registerAsync({
-      imports: [ConfigModule],
+      imports: [ConfigurationModule],
-      inject: [ConfigService],
+      inject: [ConfigurationService],
-      useFactory: async (configurationService: ConfigurationService) => ({
+      useFactory: async (configurationService: ConfigurationService) => {
-        host: configurationService.get('REDIS_HOST'),
+        return <CacheManagerOptions>{
-        max: configurationService.get('MAX_ITEM_IN_CACHE'),
+          host: configurationService.get('REDIS_HOST'),
-        port: configurationService.get('REDIS_PORT'),
+          max: configurationService.get('MAX_ITEM_IN_CACHE'),
-        store: redisStore,
+          password: configurationService.get('REDIS_PASSWORD'),
-        ttl: configurationService.get('CACHE_TTL')
+          port: configurationService.get('REDIS_PORT'),
-      })
+          store: redisStore,
+          ttl: configurationService.get('CACHE_TTL')
+        };
+      }
     }),
     ConfigurationModule
   ],

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

@@ -1,6 +1,9 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
-import { PROPERTY_COUPONS } from '@ghostfolio/common/config';
+import {
+  DEFAULT_LANGUAGE_CODE,
+  PROPERTY_COUPONS
+} from '@ghostfolio/common/config';
 import { Coupon } from '@ghostfolio/common/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
@@ -93,7 +96,11 @@ export class SubscriptionController {
       'SubscriptionController'
     );
 
-    res.redirect(`${this.configurationService.get('ROOT_URL')}/account`);
+    res.redirect(
+      `${this.configurationService.get(
+        'ROOT_URL'
+      )}/${DEFAULT_LANGUAGE_CODE}/account`
+    );
   }
 
   @Post('stripe/checkout-session')

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

@@ -1,5 +1,6 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
 import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
 import { Injectable, Logger } from '@nestjs/common';
 import { Subscription } from '@prisma/client';
@@ -33,7 +34,9 @@ export class SubscriptionService {
     userId: string;
   }) {
     const checkoutSessionCreateParams: Stripe.Checkout.SessionCreateParams = {
-      cancel_url: `${this.configurationService.get('ROOT_URL')}/account`,
+      cancel_url: `${this.configurationService.get(
+        'ROOT_URL'
+      )}/${DEFAULT_LANGUAGE_CODE}/account`,
       client_reference_id: userId,
       line_items: [
         {

apps/api/src/app/symbol/interfaces/symbol-item.interface.ts

@@ -1,9 +1,7 @@
-import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
+import { HistoricalDataItem, UniqueAsset } from '@ghostfolio/common/interfaces';
-import { DataSource } from '@prisma/client';
 
-export interface SymbolItem {
+export interface SymbolItem extends UniqueAsset {
   currency: string;
-  dataSource: DataSource;
   historicalData: HistoricalDataItem[];
   marketPrice: number;
 }

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

@@ -46,7 +46,6 @@ export class SymbolController {
    * Must be after /lookup
    */
   @Get(':dataSource/:symbol')
-  @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getSymbolData(

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

@@ -1,4 +1,3 @@
-import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import {
   IDataGatheringItem,
@@ -6,6 +5,7 @@ import {
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
+import { HistoricalDataItem } from '@ghostfolio/common/interfaces';
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import { format, subDays } from 'date-fns';
@@ -55,7 +55,8 @@ export class SymbolService {
         currency,
         historicalData,
         marketPrice,
-        dataSource: dataGatheringItem.dataSource
+        dataSource: dataGatheringItem.dataSource,
+        symbol: dataGatheringItem.symbol
       };
     }
 

apps/api/src/app/user/interfaces/access.interface.ts

@@ -1,4 +0,0 @@
-export interface Access {
-  alias?: string;
-  id: string;
-}

apps/api/src/app/user/interfaces/user-settings-params.interface.ts

@@ -1,7 +0,0 @@
-import { ViewMode } from '@prisma/client';
-
-export interface UserSettingsParams {
-  currency?: string;
-  userId: string;
-  viewMode?: ViewMode;
-}

apps/api/src/app/user/interfaces/user-settings.interface.ts

@@ -1,5 +0,0 @@
-export interface UserSettings {
-  emergencyFund?: number;
-  locale?: string;
-  isRestrictedView?: boolean;
-}

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

@@ -1,15 +1,58 @@
-import { IsBoolean, IsNumber, IsOptional, IsString } from 'class-validator';
+import type {
+  ColorScheme,
+  DateRange,
+  ViewMode
+} from '@ghostfolio/common/types';
+import {
+  IsBoolean,
+  IsIn,
+  IsNumber,
+  IsOptional,
+  IsString
+} from 'class-validator';
 
 export class UpdateUserSettingDto {
+  @IsOptional()
+  @IsString()
+  baseCurrency?: string;
+
+  @IsString()
+  @IsOptional()
+  benchmark?: string;
+
+  @IsIn(<ColorScheme[]>['DARK', 'LIGHT'])
+  @IsOptional()
+  colorScheme?: ColorScheme;
+
+  @IsIn(<DateRange[]>['1d', '1y', '5y', 'max', 'ytd'])
+  @IsOptional()
+  dateRange?: DateRange;
+
   @IsNumber()
   @IsOptional()
   emergencyFund?: number;
 
+  @IsBoolean()
+  @IsOptional()
+  isExperimentalFeatures?: boolean;
+
   @IsBoolean()
   @IsOptional()
   isRestrictedView?: boolean;
 
+  @IsString()
+  @IsOptional()
+  language?: string;
+
   @IsString()
   @IsOptional()
   locale?: string;
+
+  @IsNumber()
+  @IsOptional()
+  savingsRate?: number;
+
+  @IsIn(<ViewMode[]>['DEFAULT', 'ZEN'])
+  @IsOptional()
+  viewMode?: ViewMode;
 }

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

@@ -1,10 +0,0 @@
-import { ViewMode } from '@prisma/client';
-import { IsString } from 'class-validator';
-
-export class UpdateUserSettingsDto {
-  @IsString()
-  baseCurrency: string;
-
-  @IsString()
-  viewMode: ViewMode;
-}

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

@@ -1,7 +1,7 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { PROPERTY_IS_READ_ONLY_MODE } from '@ghostfolio/common/config';
-import { User } from '@ghostfolio/common/interfaces';
+import { User, UserSettings } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
@@ -22,19 +22,17 @@ import { JwtService } from '@nestjs/jwt';
 import { AuthGuard } from '@nestjs/passport';
 import { User as UserModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+import { size } from 'lodash';
 
 import { UserItem } from './interfaces/user-item.interface';
-import { UserSettingsParams } from './interfaces/user-settings-params.interface';
-import { UserSettings } from './interfaces/user-settings.interface';
 import { UpdateUserSettingDto } from './update-user-setting.dto';
-import { UpdateUserSettingsDto } from './update-user-settings.dto';
 import { UserService } from './user.service';
 
 @Controller('user')
 export class UserController {
   public constructor(
     private readonly configurationService: ConfigurationService,
-    private jwtService: JwtService,
+    private readonly jwtService: JwtService,
     private readonly propertyService: PropertyService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly userService: UserService
@@ -103,6 +101,12 @@ export class UserController {
   @UseGuards(AuthGuard('jwt'))
   public async updateUserSetting(@Body() data: UpdateUserSettingDto) {
     if (
+      size(data) === 1 &&
+      (data.benchmark || data.dateRange) &&
+      this.request.user.role === 'DEMO'
+    ) {
+      // Allow benchmark or date range change for demo user
+    } else if (
       !hasPermission(
         this.request.user.permissions,
         permissions.updateUserSettings
@@ -130,33 +134,4 @@ export class UserController {
       userId: this.request.user.id
     });
   }
-
-  @Put('settings')
-  @UseGuards(AuthGuard('jwt'))
-  public async updateUserSettings(@Body() data: UpdateUserSettingsDto) {
-    if (
-      !hasPermission(
-        this.request.user.permissions,
-        permissions.updateUserSettings
-      )
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    const userSettings: UserSettingsParams = {
-      currency: data.baseCurrency,
-      userId: this.request.user.id
-    };
-
-    if (
-      hasPermission(this.request.user.permissions, permissions.updateViewMode)
-    ) {
-      userSettings.viewMode = data.viewMode;
-    }
-
-    return await this.userService.updateUserSettings(userSettings);
-  }
 }

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

@@ -2,6 +2,7 @@ import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscriptio
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
+import { TagModule } from '@ghostfolio/api/services/tag/tag.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
@@ -19,7 +20,8 @@ import { UserService } from './user.service';
     }),
     PrismaModule,
     PropertyModule,
-    SubscriptionModule
+    SubscriptionModule,
+    TagModule
   ],
   providers: [UserService]
 })

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

@@ -2,23 +2,21 @@ import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscripti
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import { TagService } from '@ghostfolio/api/services/tag/tag.service';
+import { PROPERTY_IS_READ_ONLY_MODE, locale } from '@ghostfolio/common/config';
 import {
-  PROPERTY_IS_READ_ONLY_MODE,
+  User as IUser,
-  baseCurrency,
+  UserSettings,
-  locale
+  UserWithSettings
-} from '@ghostfolio/common/config';
+} from '@ghostfolio/common/interfaces';
-import { User as IUser, UserWithSettings } from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
   hasRole,
   permissions
 } from '@ghostfolio/common/permissions';
-import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
 import { Injectable } from '@nestjs/common';
-import { Prisma, Role, User, ViewMode } from '@prisma/client';
+import { Prisma, Role, User } from '@prisma/client';
-
+import { sortBy } from 'lodash';
-import { UserSettingsParams } from './interfaces/user-settings-params.interface';
-import { UserSettings } from './interfaces/user-settings.interface';
 
 const crypto = require('crypto');
 
@@ -26,49 +24,53 @@ const crypto = require('crypto');
 export class UserService {
   public static DEFAULT_CURRENCY = 'USD';
 
+  private baseCurrency: string;
+
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
-    private readonly subscriptionService: SubscriptionService
+    private readonly subscriptionService: SubscriptionService,
-  ) {}
+    private readonly tagService: TagService
+  ) {
+    this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
+  }
 
   public async getUser(
-    {
+    { Account, id, permissions, Settings, subscription }: UserWithSettings,
-      Account,
-      alias,
-      id,
-      permissions,
-      Settings,
-      subscription
-    }: UserWithSettings,
     aLocale = locale
   ): Promise<IUser> {
     const access = await this.prismaService.access.findMany({
       include: {
         User: true
       },
-      orderBy: { User: { alias: 'asc' } },
+      orderBy: { alias: 'asc' },
       where: { GranteeUser: { id } }
     });
+    let tags = await this.tagService.getByUser(id);
+
+    if (
+      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      subscription.type === 'Basic'
+    ) {
+      tags = [];
+    }
 
     return {
-      alias,
       id,
       permissions,
       subscription,
+      tags,
       access: access.map((accessItem) => {
         return {
-          alias: accessItem.User.alias,
+          alias: accessItem.alias,
           id: accessItem.id
         };
       }),
       accounts: Account,
       settings: {
         ...(<UserSettings>Settings.settings),
-        baseCurrency: Settings?.currency ?? UserService.DEFAULT_CURRENCY,
+        locale: (<UserSettings>Settings.settings)?.locale ?? aLocale
-        locale: (<UserSettings>Settings.settings)?.locale ?? aLocale,
-        viewMode: Settings?.viewMode ?? ViewMode.DEFAULT
       }
     };
   }
@@ -86,23 +88,81 @@ export class UserService {
   }
 
   public isRestrictedView(aUser: UserWithSettings) {
-    return (aUser.Settings.settings as UserSettings)?.isRestrictedView ?? false;
+    return aUser.Settings.settings.isRestrictedView ?? false;
   }
 
   public async user(
     userWhereUniqueInput: Prisma.UserWhereUniqueInput
   ): Promise<UserWithSettings | null> {
-    const userFromDatabase = await this.prismaService.user.findUnique({
+    const {
+      accessToken,
+      Account,
+      authChallenge,
+      createdAt,
+      id,
+      provider,
+      role,
+      Settings,
+      Subscription,
+      thirdPartyId,
+      updatedAt
+    } = await this.prismaService.user.findUnique({
       include: { Account: true, Settings: true, Subscription: true },
       where: userWhereUniqueInput
     });
 
-    const user: UserWithSettings = userFromDatabase;
+    const user: UserWithSettings = {
+      accessToken,
+      Account,
+      authChallenge,
+      createdAt,
+      id,
+      provider,
+      role,
+      Settings,
+      thirdPartyId,
+      updatedAt
+    };
 
-    let currentPermissions = getPermissions(userFromDatabase.role);
+    if (user?.Settings) {
+      if (!user.Settings.settings) {
+        user.Settings.settings = {};
+      }
+    } else if (user) {
+      // Set default settings if needed
+      user.Settings = {
+        settings: {},
+        updatedAt: new Date(),
+        userId: user?.id
+      };
+    }
 
-    if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
+    // Set default value for base currency
-      currentPermissions.push(permissions.accessFearAndGreedIndex);
+    if (!(user.Settings.settings as UserSettings)?.baseCurrency) {
+      (user.Settings.settings as UserSettings).baseCurrency =
+        UserService.DEFAULT_CURRENCY;
+    }
+
+    // Set default value for date range
+    (user.Settings.settings as UserSettings).dateRange =
+      (user.Settings.settings as UserSettings).viewMode === 'ZEN'
+        ? 'max'
+        : (user.Settings.settings as UserSettings)?.dateRange ?? 'max';
+
+    // Set default value for view mode
+    if (!(user.Settings.settings as UserSettings).viewMode) {
+      (user.Settings.settings as UserSettings).viewMode = 'DEFAULT';
+    }
+
+    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
+      user.subscription =
+        this.subscriptionService.getSubscription(Subscription);
+    }
+
+    let currentPermissions = getPermissions(user.role);
+
+    if (user.subscription?.type === 'Premium') {
+      currentPermissions.push(permissions.reportDataGlitch);
     }
 
     if (this.configurationService.get('ENABLE_FEATURE_READ_ONLY_MODE')) {
@@ -125,29 +185,10 @@ export class UserService {
       }
     }
 
-    user.permissions = currentPermissions;
+    user.Account = sortBy(user.Account, (account) => {
-
+      return account.name;
-    if (userFromDatabase?.Settings) {
+    });
-      if (!userFromDatabase.Settings.currency) {
+    user.permissions = currentPermissions.sort();
-        // Set default currency if needed
-        userFromDatabase.Settings.currency = UserService.DEFAULT_CURRENCY;
-      }
-    } else if (userFromDatabase) {
-      // Set default settings if needed
-      userFromDatabase.Settings = {
-        currency: UserService.DEFAULT_CURRENCY,
-        settings: null,
-        updatedAt: new Date(),
-        userId: userFromDatabase?.id,
-        viewMode: ViewMode.DEFAULT
-      };
-    }
-
-    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
-      user.subscription = this.subscriptionService.getSubscription(
-        userFromDatabase?.Subscription
-      );
-    }
 
     return user;
   }
@@ -186,14 +227,16 @@ export class UserService {
         ...data,
         Account: {
           create: {
-            currency: baseCurrency,
+            currency: this.baseCurrency,
             isDefault: true,
             name: 'Default Account'
           }
         },
         Settings: {
           create: {
-            currency: baseCurrency
+            settings: {
+              currency: this.baseCurrency
+            }
           }
         }
       }
@@ -267,7 +310,7 @@ export class UserService {
     userId: string;
     userSettings: UserSettings;
   }) {
-    const settings = userSettings as Prisma.JsonObject;
+    const settings = userSettings as unknown as Prisma.JsonObject;
 
     await this.prismaService.settings.upsert({
       create: {
@@ -289,33 +332,6 @@ export class UserService {
     return;
   }
 
-  public async updateUserSettings({
-    currency,
-    userId,
-    viewMode
-  }: UserSettingsParams) {
-    await this.prismaService.settings.upsert({
-      create: {
-        currency,
-        User: {
-          connect: {
-            id: userId
-          }
-        },
-        viewMode
-      },
-      update: {
-        currency,
-        viewMode
-      },
-      where: {
-        userId: userId
-      }
-    });
-
-    return;
-  }
-
   private getRandomString(length: number) {
     const characters = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789';
     const result = [];

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

@@ -0,0 +1,7 @@
+{
+  "LUNA1": "Terra",
+  "LUNA2": "Terra",
+  "SGB1": "Songbird",
+  "UNI1": "Uniswap",
+  "UST": "TerraUSD"
+}

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

@@ -0,0 +1,58 @@
+import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
+import {
+  CallHandler,
+  ExecutionContext,
+  Injectable,
+  NestInterceptor
+} from '@nestjs/common';
+import { Observable } from 'rxjs';
+import { map } from 'rxjs/operators';
+
+@Injectable()
+export class RedactValuesInResponseInterceptor<T>
+  implements NestInterceptor<T, any>
+{
+  public constructor() {}
+
+  public intercept(
+    context: ExecutionContext,
+    next: CallHandler<T>
+  ): Observable<any> {
+    return next.handle().pipe(
+      map((data: any) => {
+        const request = context.switchToHttp().getRequest();
+        const hasImpersonationId = !!request.headers?.['impersonation-id'];
+
+        if (hasImpersonationId) {
+          if (data.accounts) {
+            for (const accountId of Object.keys(data.accounts)) {
+              if (data.accounts[accountId]?.balance !== undefined) {
+                data.accounts[accountId].balance = null;
+              }
+            }
+          }
+
+          if (data.activities) {
+            data.activities = data.activities.map((activity: Activity) => {
+              if (activity.Account?.balance !== undefined) {
+                activity.Account.balance = null;
+              }
+
+              return activity;
+            });
+          }
+
+          if (data.filteredValueInBaseCurrency) {
+            data.filteredValueInBaseCurrency = null;
+          }
+
+          if (data.totalValueInBaseCurrency) {
+            data.totalValueInBaseCurrency = null;
+          }
+        }
+
+        return data;
+      })
+    );
+  }
+}

apps/api/src/interceptors/transform-data-source-in-response.interceptor.ts

@@ -5,6 +5,7 @@ import {
   Injectable,
   NestInterceptor
 } from '@nestjs/common';
+import { isArray } from 'lodash';
 import { Observable } from 'rxjs';
 import { map } from 'rxjs/operators';
 
@@ -36,6 +37,13 @@ export class TransformDataSourceInResponseInterceptor<T>
             });
           }
 
+          if (isArray(data.benchmarks)) {
+            data.benchmarks.map((benchmark) => {
+              benchmark.dataSource = encodeDataSource(benchmark.dataSource);
+              return benchmark;
+            });
+          }
+
           if (data.dataSource) {
             data.dataSource = encodeDataSource(data.dataSource);
           }

apps/api/src/main.ts

@@ -1,11 +1,24 @@
 import { Logger, ValidationPipe, VersioningType } from '@nestjs/common';
+import { ConfigService } from '@nestjs/config';
 import { NestFactory } from '@nestjs/core';
 
 import { AppModule } from './app/app.module';
 import { environment } from './environments/environment';
 
 async function bootstrap() {
-  const app = await NestFactory.create(AppModule);
+  const configApp = await NestFactory.create(AppModule);
+  const configService = configApp.get<ConfigService>(ConfigService);
+
+  const NODE_ENV =
+    configService.get<'development' | 'production'>('NODE_ENV') ??
+    'development';
+
+  const app = await NestFactory.create(AppModule, {
+    logger:
+      NODE_ENV === 'production'
+        ? ['error', 'log', 'warn']
+        : ['debug', 'error', 'log', 'verbose', 'warn']
+  });
   app.enableCors();
   app.enableVersioning({
     defaultVersion: '1',
@@ -20,10 +33,11 @@ async function bootstrap() {
     })
   );
 
-  const port = process.env.PORT || 3333;
+  const HOST = configService.get<string>('HOST') || '0.0.0.0';
-  await app.listen(port, () => {
+  const PORT = configService.get<number>('PORT') || 3333;
+  await app.listen(PORT, HOST, () => {
     logLogo();
-    Logger.log(`Listening at http://localhost:${port}`);
+    Logger.log(`Listening at http://${HOST}:${PORT}`);
     Logger.log('');
   });
 }

apps/api/src/models/interfaces/rule.interface.ts

@@ -1,5 +1,5 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
+import { UserSettings } from '@ghostfolio/common/interfaces';
 
 import { EvaluationResult } from './evaluation-result.interface';
 

apps/api/src/models/interfaces/user-settings.interface.ts

@@ -1,3 +0,0 @@
-export interface UserSettings {
-  baseCurrency: string;
-}

apps/api/src/models/rule.ts

@@ -1,8 +1,7 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { groupBy } from '@ghostfolio/common/helper';
-import { TimelinePosition } from '@ghostfolio/common/interfaces';
+import { TimelinePosition, UserSettings } from '@ghostfolio/common/interfaces';
 
 import { EvaluationResult } from './interfaces/evaluation-result.interface';
 import { RuleInterface } from './interfaces/rule.interface';

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

@@ -1,9 +1,9 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import {
   PortfolioDetails,
-  PortfolioPosition
+  PortfolioPosition,
+  UserSettings
 } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';

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

@@ -1,9 +1,9 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import {
   PortfolioDetails,
-  PortfolioPosition
+  PortfolioPosition,
+  UserSettings
 } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';

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

@@ -1,7 +1,6 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
-import { PortfolioDetails } from '@ghostfolio/common/interfaces';
+import { PortfolioDetails, UserSettings } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
 

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

@@ -1,7 +1,7 @@
 import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { UserSettings } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
 

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

@@ -1,7 +1,7 @@
 import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { UserSettings } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
 

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

@@ -1,7 +1,7 @@
 import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { UserSettings } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
 

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

@@ -1,7 +1,7 @@
 import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { UserSettings } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
 

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

@@ -1,6 +1,6 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { UserSettings } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
 

apps/api/src/services/api/api.module.ts

@@ -0,0 +1,9 @@
+import { Module } from '@nestjs/common';
+
+import { ApiService } from './api.service';
+
+@Module({
+  exports: [ApiService],
+  providers: [ApiService]
+})
+export class ApiModule {}

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

@@ -0,0 +1,42 @@
+import { Filter } from '@ghostfolio/common/interfaces';
+import { Injectable } from '@nestjs/common';
+
+@Injectable()
+export class ApiService {
+  public constructor() {}
+
+  public buildFiltersFromQueryParams({
+    filterByAccounts,
+    filterByAssetClasses,
+    filterByTags
+  }: {
+    filterByAccounts?: string;
+    filterByAssetClasses?: string;
+    filterByTags?: string;
+  }): Filter[] {
+    const accountIds = filterByAccounts?.split(',') ?? [];
+    const assetClasses = filterByAssetClasses?.split(',') ?? [];
+    const tagIds = filterByTags?.split(',') ?? [];
+
+    return [
+      ...accountIds.map((accountId) => {
+        return <Filter>{
+          id: accountId,
+          type: 'ACCOUNT'
+        };
+      }),
+      ...assetClasses.map((assetClass) => {
+        return <Filter>{
+          id: assetClass,
+          type: 'ASSET_CLASS'
+        };
+      }),
+      ...tagIds.map((tagId) => {
+        return <Filter>{
+          id: tagId,
+          type: 'TAG'
+        };
+      })
+    ];
+  }
+}

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

@@ -12,9 +12,12 @@ export class ConfigurationService {
     this.environmentConfiguration = cleanEnv(process.env, {
       ACCESS_TOKEN_SALT: str(),
       ALPHA_VANTAGE_API_KEY: str({ default: '' }),
+      BASE_CURRENCY: str({ default: 'USD' }),
       CACHE_TTL: num({ default: 1 }),
       DATA_SOURCE_PRIMARY: str({ default: DataSource.YAHOO }),
-      DATA_SOURCES: json({ default: JSON.stringify([DataSource.YAHOO]) }),
+      DATA_SOURCES: json({
+        default: [DataSource.GHOSTFOLIO, DataSource.YAHOO]
+      }),
       ENABLE_FEATURE_BLOG: bool({ default: false }),
       ENABLE_FEATURE_CUSTOM_SYMBOLS: bool({ default: false }),
       ENABLE_FEATURE_FEAR_AND_GREED_INDEX: bool({ default: false }),
@@ -24,17 +27,20 @@ export class ConfigurationService {
       ENABLE_FEATURE_STATISTICS: bool({ default: false }),
       ENABLE_FEATURE_SUBSCRIPTION: bool({ default: false }),
       ENABLE_FEATURE_SYSTEM_MESSAGE: bool({ default: false }),
+      EOD_HISTORICAL_DATA_API_KEY: str({ default: '' }),
       GOOGLE_CLIENT_ID: str({ default: 'dummyClientId' }),
       GOOGLE_SECRET: str({ default: 'dummySecret' }),
       GOOGLE_SHEETS_ACCOUNT: str({ default: '' }),
       GOOGLE_SHEETS_ID: str({ default: '' }),
       GOOGLE_SHEETS_PRIVATE_KEY: str({ default: '' }),
+      HOST: host({ default: '0.0.0.0' }),
       JWT_SECRET_KEY: str({}),
+      MAX_ACTIVITIES_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
       MAX_ITEM_IN_CACHE: num({ default: 9999 }),
-      MAX_ORDERS_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
       PORT: port({ default: 3333 }),
-      RAKUTEN_RAPID_API_KEY: str({ default: '' }),
+      RAPID_API_API_KEY: str({ default: '' }),
-      REDIS_HOST: str({ default: 'localhost' }),
+      REDIS_HOST: host({ default: 'localhost' }),
+      REDIS_PASSWORD: str({ default: '' }),
       REDIS_PORT: port({ default: 6379 }),
       ROOT_URL: str({ default: 'http://localhost:4200' }),
       STRIPE_PUBLIC_KEY: str({ default: '' }),

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

@@ -1,3 +1,7 @@
+import {
+  GATHER_ASSET_PROFILE_PROCESS,
+  GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+} from '@ghostfolio/common/config';
 import { Injectable } from '@nestjs/common';
 import { Cron, CronExpression } from '@nestjs/schedule';
 
@@ -13,8 +17,8 @@ export class CronService {
     private readonly twitterBotService: TwitterBotService
   ) {}
 
-  @Cron(CronExpression.EVERY_MINUTE)
+  @Cron(CronExpression.EVERY_HOUR)
-  public async runEveryMinute() {
+  public async runEveryHour() {
     await this.dataGatheringService.gather7Days();
   }
 
@@ -30,6 +34,17 @@ export class CronService {
 
   @Cron(CronExpression.EVERY_WEEKEND)
   public async runEveryWeekend() {
-    await this.dataGatheringService.gatherProfileData();
+    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
+
+    for (const { dataSource, symbol } of uniqueAssets) {
+      await this.dataGatheringService.addJobToQueue(
+        GATHER_ASSET_PROFILE_PROCESS,
+        {
+          dataSource,
+          symbol
+        },
+        GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+      );
+    }
   }
 }

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

@@ -1,8 +1,7 @@
 import { Injectable } from '@nestjs/common';
 
-const cryptocurrencies = require('cryptocurrencies');
+const cryptocurrencies = require('../../assets/cryptocurrencies/cryptocurrencies.json');
-
+const customCryptocurrencies = require('../../assets/cryptocurrencies/custom.json');
-const customCryptocurrencies = require('./custom-cryptocurrencies.json');
 
 @Injectable()
 export class CryptocurrencyService {
@@ -18,7 +17,7 @@ export class CryptocurrencyService {
   private getCryptocurrencies() {
     if (!this.combinedCryptocurrencies) {
       this.combinedCryptocurrencies = [
-        ...cryptocurrencies.symbols(),
+        ...Object.keys(cryptocurrencies),
         ...Object.keys(customCryptocurrencies)
       ];
     }

apps/api/src/services/cryptocurrency/custom-cryptocurrencies.json

@@ -1,14 +0,0 @@
-{
-  "1INCH": "1inch",
-  "ALGO": "Algorand",
-  "ATOM": "Cosmos",
-  "AVAX": "Avalanche",
-  "DOT": "Polkadot",
-  "LUNA1": "Terra",
-  "MATIC": "Polygon",
-  "MINA": "Mina Protocol",
-  "RUNE": "THORChain",
-  "SHIB": "Shiba Inu",
-  "SOL": "Solana",
-  "UNI3": "Uniswap"
-}

apps/api/src/services/data-gathering.module.ts

@@ -3,21 +3,34 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 import { DataEnhancerModule } from '@ghostfolio/api/services/data-provider/data-enhancer/data-enhancer.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { DATA_GATHERING_QUEUE } from '@ghostfolio/common/config';
+import { BullModule } from '@nestjs/bull';
 import { Module } from '@nestjs/common';
+import ms from 'ms';
 
+import { DataGatheringProcessor } from './data-gathering.processor';
 import { ExchangeRateDataModule } from './exchange-rate-data.module';
+import { MarketDataModule } from './market-data.module';
 import { SymbolProfileModule } from './symbol-profile.module';
 
 @Module({
   imports: [
+    BullModule.registerQueue({
+      limiter: {
+        duration: ms('4 seconds'),
+        max: 1
+      },
+      name: DATA_GATHERING_QUEUE
+    }),
     ConfigurationModule,
     DataEnhancerModule,
     DataProviderModule,
     ExchangeRateDataModule,
+    MarketDataModule,
     PrismaModule,
     SymbolProfileModule
   ],
-  providers: [DataGatheringService],
+  providers: [DataGatheringProcessor, DataGatheringService],
-  exports: [DataEnhancerModule, DataGatheringService]
+  exports: [BullModule, DataEnhancerModule, DataGatheringService]
 })
 export class DataGatheringModule {}