Release 1.146.3 (#899)

* Eliminate circular dependencies

* Update changelog

.github/FUNDING.yml

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

CHANGELOG.md

@@ -5,6 +5,176 @@ 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).
 
+## 1.146.3 - 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
@@ -267,7 +437,7 @@ 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

@@ -22,8 +22,8 @@ RUN node decorate-angular-cli.js
 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.preset.ts jest.preset.ts
-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

README.md

@@ -246,6 +246,8 @@ 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/pricing)** or **[Buy me a coffee](https://www.buymeacoffee.com/ghostfolio)**.
+
 ## License
 
 © 2022 [Ghostfolio](https://ghostfol.io)

angular.json

@@ -47,7 +47,7 @@
         "test": {
           "builder": "@nrwl/jest:jest",
           "options": {
-            "jestConfig": "apps/api/jest.config.js",
+            "jestConfig": "apps/api/jest.config.ts",
             "passWithNoTests": true
           },
           "outputs": ["coverage/apps/api"]
@@ -180,7 +180,7 @@
         "test": {
           "builder": "@nrwl/jest:jest",
           "options": {
-            "jestConfig": "apps/client/jest.config.js",
+            "jestConfig": "apps/client/jest.config.ts",
             "passWithNoTests": true
           },
           "outputs": ["coverage/apps/client"]
@@ -225,7 +225,7 @@
           "builder": "@nrwl/jest:jest",
           "outputs": ["coverage/libs/common"],
           "options": {
-            "jestConfig": "libs/common/jest.config.js",
+            "jestConfig": "libs/common/jest.config.ts",
             "passWithNoTests": true
           }
         }
@@ -247,7 +247,7 @@
           "builder": "@nrwl/jest:jest",
           "outputs": ["coverage/libs/ui"],
           "options": {
-            "jestConfig": "libs/ui/jest.config.js",
+            "jestConfig": "libs/ui/jest.config.ts",
             "passWithNoTests": true
           }
         },

apps/api/jest.config.ts

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

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

@@ -78,8 +78,12 @@ 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 +92,7 @@ export class AccessController {
     }
 
     return this.accessService.deleteAccess({
-      id_userId: {
+      id
-        id,
-        userId: this.request.user.id
-      }
     });
   }
 }

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

@@ -1,6 +1,10 @@
 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 {
+  DATA_GATHERING_QUEUE,
+  GATHER_ASSET_PROFILE_PROCESS
+} from '@ghostfolio/common/config';
 import {
   AdminData,
   AdminMarketData,
@@ -8,6 +12,7 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
+import { InjectQueue } from '@nestjs/bull';
 import {
   Body,
   Controller,
@@ -23,6 +28,7 @@ import {
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { DataSource, MarketData } from '@prisma/client';
+import { Queue } from 'bull';
 import { isDate } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
@@ -33,6 +39,8 @@ import { UpdateMarketDataDto } from './update-market-data.dto';
 export class AdminController {
   public constructor(
     private readonly adminService: AdminService,
+    @InjectQueue(DATA_GATHERING_QUEUE)
+    private readonly dataGatheringQueue: Queue,
     private readonly dataGatheringService: DataGatheringService,
     private readonly marketDataService: MarketDataService,
     @Inject(REQUEST) private readonly request: RequestWithUser
@@ -71,10 +79,16 @@ 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.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+        dataSource,
+        symbol
+      });
+    }
+
+    this.dataGatheringService.gatherMax();
   }
 
   @Post('gather/profile-data')
@@ -92,9 +106,14 @@ export class AdminController {
       );
     }
 
-    this.dataGatheringService.gatherProfileData();
+    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
 
-    return;
+    for (const { dataSource, symbol } of uniqueAssets) {
+      await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+        dataSource,
+        symbol
+      });
+    }
   }
 
   @Post('gather/profile-data/:dataSource/:symbol')
@@ -115,9 +134,10 @@ export class AdminController {
       );
     }
 
-    this.dataGatheringService.gatherProfileData([{ dataSource, symbol }]);
+    await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
-
+      dataSource,
-    return;
+      symbol
+    });
   }
 
   @Post('gather/:dataSource/:symbol')

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

@@ -15,7 +15,7 @@ import {
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
-import { DataSource, Property } from '@prisma/client';
+import { Property } from '@prisma/client';
 import { differenceInDays } from 'date-fns';
 
 @Injectable()

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

@@ -9,6 +9,7 @@ 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 { BullModule } from '@nestjs/bull';
 import { Module } from '@nestjs/common';
 import { ConfigModule } from '@nestjs/config';
 import { ScheduleModule } from '@nestjs/schedule';
@@ -36,6 +37,12 @@ import { UserModule } from './user/user.module';
     AccountModule,
     AuthDeviceModule,
     AuthModule,
+    BullModule.forRoot({
+      redis: {
+        host: process.env.REDIS_HOST,
+        port: parseInt(process.env.REDIS_PORT, 10)
+      }
+    }),
     CacheModule,
     ConfigModule.forRoot(),
     ConfigurationModule,

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

@@ -42,6 +42,7 @@ export class ExportService {
           accountId,
           date,
           fee,
+          id,
           quantity,
           SymbolProfile,
           type,
@@ -49,13 +50,14 @@ export class ExportService {
         }) => {
           return {
             accountId,
-            date,
             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/info/info.module.ts

@@ -6,6 +6,7 @@ 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';
 
@@ -26,7 +27,8 @@ import { InfoService } from './info.service';
     PrismaModule,
     PropertyModule,
     RedisCacheModule,
-    SymbolProfileModule
+    SymbolProfileModule,
+    TagModule
   ],
   providers: [InfoService]
 })

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

@@ -4,6 +4,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 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,
@@ -33,7 +34,8 @@ export class InfoService {
     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 +54,15 @@ 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;
+      }
     }
 
     if (this.configurationService.get('ENABLE_FEATURE_IMPORT')) {
@@ -99,7 +107,8 @@ export class InfoService {
       demoAuthToken: this.getDemoAuthToken(),
       lastDataGathering: await this.getLastDataGathering(),
       statistics: await this.getStatistics(),
-      subscriptions: await this.getSubscriptions()
+      subscriptions: await this.getSubscriptions(),
+      tags: await this.tagService.get()
     };
   }
 

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

@@ -1,4 +1,4 @@
-import { DataSource, Type } from '@prisma/client';
+import { AssetClass, AssetSubClass, DataSource, Type } from '@prisma/client';
 import {
   IsEnum,
   IsISO8601,
@@ -10,14 +10,22 @@ import {
 export class CreateOrderDto {
   @IsString()
   @IsOptional()
-  accountId: string;
+  accountId?: string;
+
+  @IsEnum(AssetClass, { each: true })
+  @IsOptional()
+  assetClass?: AssetClass;
+
+  @IsEnum(AssetSubClass, { each: true })
+  @IsOptional()
+  assetSubClass?: AssetSubClass;
 
   @IsString()
   currency: string;
 
   @IsEnum(DataSource, { each: true })
   @IsOptional()
-  dataSource: DataSource;
+  dataSource?: DataSource;
 
   @IsISO8601()
   date: string;

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

@@ -42,8 +42,12 @@ 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),
@@ -52,10 +56,7 @@ export class OrderController {
     }
 
     return this.orderService.deleteOrder({
-      id_userId: {
+      id
-        id,
-        userId: this.request.user.id
-      }
     });
   }
 
@@ -135,23 +136,15 @@ 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 +171,17 @@ 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.service.ts

@@ -4,11 +4,26 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 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 {
+  DATA_GATHERING_QUEUE,
+  GATHER_ASSET_PROFILE_PROCESS
+} from '@ghostfolio/common/config';
+import { Filter } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
+import { InjectQueue } from '@nestjs/bull';
 import { Injectable } from '@nestjs/common';
-import { DataSource, Order, Prisma, Type as TypeOfOrder } from '@prisma/client';
+import {
+  AssetClass,
+  AssetSubClass,
+  DataSource,
+  Order,
+  Prisma,
+  Type as TypeOfOrder
+} from '@prisma/client';
 import Big from 'big.js';
+import { Queue } from 'bull';
 import { endOfToday, isAfter } from 'date-fns';
+import { groupBy } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
 
 import { Activity } from './interfaces/activities.interface';
@@ -18,6 +33,8 @@ export class OrderService {
   public constructor(
     private readonly accountService: AccountService,
     private readonly cacheService: CacheService,
+    @InjectQueue(DATA_GATHERING_QUEUE)
+    private readonly dataGatheringQueue: Queue,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly prismaService: PrismaService,
@@ -55,6 +72,8 @@ export class OrderService {
   public async createOrder(
     data: Prisma.OrderCreateInput & {
       accountId?: string;
+      assetClass?: AssetClass;
+      assetSubClass?: AssetSubClass;
       currency?: string;
       dataSource?: DataSource;
       symbol?: string;
@@ -77,6 +96,8 @@ 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 +105,8 @@ 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 +120,10 @@ export class OrderService {
         data.SymbolProfile.connectOrCreate.create.symbol.toUpperCase();
     }
 
-    await this.dataGatheringService.gatherProfileData([
+    await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
-      {
+      dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
-        dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
+      symbol: data.SymbolProfile.connectOrCreate.create.symbol
-        symbol: data.SymbolProfile.connectOrCreate.create.symbol
+    });
-      }
-    ]);
 
     const isDraft = isAfter(data.date as Date, endOfToday());
 
@@ -120,6 +141,8 @@ export class OrderService {
     await this.cacheService.flush();
 
     delete data.accountId;
+    delete data.assetClass;
+    delete data.assetSubClass;
     delete data.currency;
     delete data.dataSource;
     delete data.symbol;
@@ -151,11 +174,13 @@ export class OrderService {
   }
 
   public async getOrders({
+    filters,
     includeDrafts = false,
     types,
     userCurrency,
     userId
   }: {
+    filters?: Filter[];
     includeDrafts?: boolean;
     types?: TypeOfOrder[];
     userCurrency: string;
@@ -163,10 +188,35 @@ export class OrderService {
   }): Promise<Activity[]> {
     const where: Prisma.OrderWhereInput = { userId };
 
+    const { account: filtersByAccount, 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 (filtersByTag?.length > 0) {
+      where.tags = {
+        some: {
+          OR: filtersByTag.map(({ id }) => {
+            return { id };
+          })
+        }
+      };
+    }
+
     if (types) {
       where.OR = types.map((type) => {
         return {
@@ -188,7 +238,8 @@ export class OrderService {
             }
           },
           // eslint-disable-next-line @typescript-eslint/naming-convention
-          SymbolProfile: true
+          SymbolProfile: true,
+          tags: true
         },
         orderBy: { date: 'asc' }
       })
@@ -217,6 +268,8 @@ export class OrderService {
     where
   }: {
     data: Prisma.OrderUpdateInput & {
+      assetClass?: AssetClass;
+      assetSubClass?: AssetSubClass;
       currency?: string;
       dataSource?: DataSource;
       symbol?: string;
@@ -230,10 +283,10 @@ export class OrderService {
     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) {
@@ -250,6 +303,8 @@ export class OrderService {
 
     await this.cacheService.flush();
 
+    delete data.assetClass;
+    delete data.assetSubClass;
     delete data.currency;
     delete data.dataSource;
     delete data.symbol;

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

@@ -1,10 +1,24 @@
-import { DataSource, Type } from '@prisma/client';
+import { AssetClass, AssetSubClass, DataSource, Type } from '@prisma/client';
-import { IsISO8601, IsNumber, IsOptional, IsString } from 'class-validator';
+import {
+  IsEnum,
+  IsISO8601,
+  IsNumber,
+  IsOptional,
+  IsString
+} from 'class-validator';
 
 export class UpdateOrderDto {
   @IsOptional()
   @IsString()
-  accountId: string;
+  accountId?: string;
+
+  @IsEnum(AssetClass, { each: true })
+  @IsOptional()
+  assetClass?: AssetClass;
+
+  @IsEnum(AssetSubClass, { each: true })
+  @IsOptional()
+  assetSubClass?: AssetSubClass;
 
   @IsString()
   currency: string;

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

@@ -20,6 +20,13 @@ 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 };
   }

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

@@ -1,5 +1,7 @@
 import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
+import { HistoricalDataItem } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
+import { Tag } from '@prisma/client';
 
 export interface PortfolioPositionDetail {
   averagePrice: number;
@@ -16,6 +18,7 @@ export interface PortfolioPositionDetail {
   orders: OrderWithAccount[];
   quantity: number;
   SymbolProfile: EnhancedSymbolProfile;
+  tags: Tag[];
   transactionCount: number;
   value: number;
 }
@@ -25,10 +28,3 @@ 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-novn-buy-and-sell-partially.spec.ts

@@ -0,0 +1,96 @@
+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')
+      );
+
+      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')
+      });
+    });
+  });
+});

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

@@ -77,17 +77,30 @@ 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

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

@@ -11,6 +11,7 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { baseCurrency } from '@ghostfolio/common/config';
 import { parseDate } from '@ghostfolio/common/helper';
 import {
+  Filter,
   PortfolioChart,
   PortfolioDetails,
   PortfolioInvestments,
@@ -19,7 +20,7 @@ import {
   PortfolioReport,
   PortfolioSummary
 } from '@ghostfolio/common/interfaces';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
   Get,
@@ -105,15 +106,36 @@ export class PortfolioController {
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getDetails(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
+    @Query('accounts') filterByAccounts?: string,
+    @Query('range') range?: DateRange,
+    @Query('tags') filterByTags?: string
   ): Promise<PortfolioDetails & { hasError: boolean }> {
     let hasError = false;
 
+    const accountIds = filterByAccounts?.split(',') ?? [];
+    const tagIds = filterByTags?.split(',') ?? [];
+
+    const filters: Filter[] = [
+      ...accountIds.map((accountId) => {
+        return <Filter>{
+          id: accountId,
+          type: 'account'
+        };
+      }),
+      ...tagIds.map((tagId) => {
+        return <Filter>{
+          id: tagId,
+          type: 'tag'
+        };
+      })
+    ];
+
     const { accounts, holdings, hasErrors } =
       await this.portfolioService.getDetails(
         impersonationId,
         this.request.user.id,
-        range
+        range,
+        filters
       );
 
     if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
@@ -159,7 +181,11 @@ export class PortfolioController {
       this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
       this.request.user.subscription.type === 'Basic';
 
-    return { accounts, hasError, holdings: isBasicUser ? {} : holdings };
+    return {
+      hasError,
+      accounts: filters.length === 0 ? accounts : {},
+      holdings: isBasicUser ? {} : holdings
+    };
   }
 
   @Get('investments')

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

@@ -18,7 +18,6 @@ import { FeeRatioInitialInvestment } from '@ghostfolio/api/models/rules/fees/fee
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
-import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
@@ -29,6 +28,8 @@ import {
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import {
   Accounts,
+  Filter,
+  HistoricalDataItem,
   PortfolioDetails,
   PortfolioPerformanceResponse,
   PortfolioReport,
@@ -46,7 +47,12 @@ import type {
 } from '@ghostfolio/common/types';
 import { Inject, Injectable } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
-import { AssetClass, DataSource, Type as TypeOfOrder } from '@prisma/client';
+import {
+  AssetClass,
+  DataSource,
+  Tag,
+  Type as TypeOfOrder
+} from '@prisma/client';
 import Big from 'big.js';
 import {
   differenceInDays,
@@ -62,11 +68,10 @@ import {
   subDays,
   subYears
 } from 'date-fns';
-import { isEmpty, sortBy } from 'lodash';
+import { isEmpty, sortBy, uniqBy } from 'lodash';
 
 import {
   HistoricalDataContainer,
-  HistoricalDataItem,
   PortfolioPositionDetail
 } from './interfaces/portfolio-position-detail.interface';
 import { PortfolioCalculator } from './portfolio-calculator';
@@ -303,7 +308,8 @@ export class PortfolioService {
   public async getDetails(
     aImpersonationId: string,
     aUserId: string,
-    aDateRange: DateRange = 'max'
+    aDateRange: DateRange = 'max',
+    aFilters?: Filter[]
   ): Promise<PortfolioDetails & { hasErrors: boolean }> {
     const userId = await this.getUserId(aImpersonationId, aUserId);
     const user = await this.userService.user({ id: userId });
@@ -318,7 +324,8 @@ export class PortfolioService {
 
     const { orders, portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
-        userId
+        userId,
+        filters: aFilters
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -441,8 +448,10 @@ export class PortfolioService {
       value: totalValue
     });
 
-    for (const symbol of Object.keys(cashPositions)) {
+    if (aFilters === undefined) {
-      holdings[symbol] = cashPositions[symbol];
+      for (const symbol of Object.keys(cashPositions)) {
+        holdings[symbol] = cashPositions[symbol];
+      }
     }
 
     const accounts = await this.getValueOfAccounts(
@@ -472,8 +481,11 @@ export class PortfolioService {
       );
     });
 
+    let tags: Tag[] = [];
+
     if (orders.length <= 0) {
       return {
+        tags,
         averagePrice: undefined,
         firstBuyDate: undefined,
         grossPerformance: undefined,
@@ -500,6 +512,8 @@ export class PortfolioService {
 
     const portfolioOrders: PortfolioOrder[] = orders
       .filter((order) => {
+        tags = tags.concat(order.tags);
+
         return order.type === 'BUY' || order.type === 'SELL';
       })
       .map((order) => ({
@@ -514,6 +528,8 @@ export class PortfolioService {
         unitPrice: new Big(order.unitPrice)
       }));
 
+    tags = uniqBy(tags, 'id');
+
     const portfolioCalculator = new PortfolioCalculator({
       currency: positionCurrency,
       currentRateService: this.currentRateService,
@@ -622,6 +638,7 @@ export class PortfolioService {
         netPerformance,
         orders,
         SymbolProfile,
+        tags,
         transactionCount,
         averagePrice: averagePrice.toNumber(),
         grossPerformancePercent:
@@ -678,6 +695,7 @@ export class PortfolioService {
         minPrice,
         orders,
         SymbolProfile,
+        tags,
         averagePrice: 0,
         firstBuyDate: undefined,
         grossPerformance: undefined,
@@ -758,8 +776,7 @@ export class PortfolioService {
             position.grossPerformancePercentage?.toNumber() ?? null,
           investment: new Big(position.investment).toNumber(),
           marketState:
-            dataProviderResponses[position.symbol]?.marketState ??
+            dataProviderResponses[position.symbol]?.marketState ?? 'delayed',
-            MarketState.delayed,
           name: symbolProfileMap[position.symbol].name,
           netPerformance: position.netPerformance?.toNumber() ?? null,
           netPerformancePercentage:
@@ -1043,7 +1060,7 @@ export class PortfolioService {
           grossPerformancePercent: 0,
           investment: convertedBalance,
           marketPrice: 0,
-          marketState: MarketState.open,
+          marketState: 'open',
           name: account.currency,
           netPerformance: 0,
           netPerformancePercent: 0,
@@ -1177,9 +1194,11 @@ export class PortfolioService {
   }
 
   private async getTransactionPoints({
+    filters,
     includeDrafts = false,
     userId
   }: {
+    filters?: Filter[];
     includeDrafts?: boolean;
     userId: string;
   }): Promise<{
@@ -1190,6 +1209,7 @@ export class PortfolioService {
     const userCurrency = this.request.user?.Settings?.currency ?? baseCurrency;
 
     const orders = await this.orderService.getOrders({
+      filters,
       includeDrafts,
       userCurrency,
       userId,

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

@@ -1,4 +1,4 @@
-import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
+import { HistoricalDataItem } from '@ghostfolio/common/interfaces';
 import { DataSource } from '@prisma/client';
 
 export interface SymbolItem {

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';

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/update-user-setting.dto.ts

@@ -12,4 +12,8 @@ export class UpdateUserSettingDto {
   @IsString()
   @IsOptional()
   locale?: string;
+
+  @IsNumber()
+  @IsOptional()
+  savingsRate?: number;
 }

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

@@ -34,7 +34,7 @@ import { UserService } from './user.service';
 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

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

@@ -2,6 +2,7 @@ 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,
   baseCurrency,
@@ -13,7 +14,6 @@ import {
   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';
 
@@ -30,7 +30,8 @@ export class UserService {
     private readonly configurationService: ConfigurationService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
-    private readonly subscriptionService: SubscriptionService
+    private readonly subscriptionService: SubscriptionService,
+    private readonly tagService: TagService
   ) {}
 
   public async getUser(
@@ -51,12 +52,21 @@ export class UserService {
       orderBy: { User: { 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,

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

@@ -1,5 +1,11 @@
+import {
+  DATA_GATHERING_QUEUE,
+  GATHER_ASSET_PROFILE_PROCESS
+} from '@ghostfolio/common/config';
+import { InjectQueue } from '@nestjs/bull';
 import { Injectable } from '@nestjs/common';
 import { Cron, CronExpression } from '@nestjs/schedule';
+import { Queue } from 'bull';
 
 import { DataGatheringService } from './data-gathering.service';
 import { ExchangeRateDataService } from './exchange-rate-data.service';
@@ -8,6 +14,8 @@ import { TwitterBotService } from './twitter-bot/twitter-bot.service';
 @Injectable()
 export class CronService {
   public constructor(
+    @InjectQueue(DATA_GATHERING_QUEUE)
+    private readonly dataGatheringQueue: Queue,
     private readonly dataGatheringService: DataGatheringService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly twitterBotService: TwitterBotService
@@ -30,6 +38,13 @@ 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.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+        dataSource,
+        symbol
+      });
+    }
   }
 }

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

@@ -3,13 +3,19 @@ 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 { DataGatheringProcessor } from './data-gathering.processor';
 import { ExchangeRateDataModule } from './exchange-rate-data.module';
 import { SymbolProfileModule } from './symbol-profile.module';
 
 @Module({
   imports: [
+    BullModule.registerQueue({
+      name: DATA_GATHERING_QUEUE
+    }),
     ConfigurationModule,
     DataEnhancerModule,
     DataProviderModule,
@@ -17,7 +23,7 @@ import { SymbolProfileModule } from './symbol-profile.module';
     PrismaModule,
     SymbolProfileModule
   ],
-  providers: [DataGatheringService],
+  providers: [DataGatheringProcessor, DataGatheringService],
-  exports: [DataEnhancerModule, DataGatheringService]
+  exports: [BullModule, DataEnhancerModule, DataGatheringService]
 })
 export class DataGatheringModule {}

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

@@ -0,0 +1,27 @@
+import {
+  DATA_GATHERING_QUEUE,
+  GATHER_ASSET_PROFILE_PROCESS
+} from '@ghostfolio/common/config';
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { Process, Processor } from '@nestjs/bull';
+import { Injectable, Logger } from '@nestjs/common';
+import { Job } from 'bull';
+
+import { DataGatheringService } from './data-gathering.service';
+
+@Injectable()
+@Processor(DATA_GATHERING_QUEUE)
+export class DataGatheringProcessor {
+  public constructor(
+    private readonly dataGatheringService: DataGatheringService
+  ) {}
+
+  @Process(GATHER_ASSET_PROFILE_PROCESS)
+  public async gatherAssetProfile(job: Job<UniqueAsset>) {
+    try {
+      await this.dataGatheringService.gatherAssetProfiles([job.data]);
+    } catch (error) {
+      Logger.error(error, 'DataGatheringProcessor');
+    }
+  }
+}

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

@@ -226,28 +226,29 @@ export class DataGatheringService {
     }
   }
 
-  public async gatherProfileData(aDataGatheringItems?: IDataGatheringItem[]) {
+  public async gatherAssetProfiles(aUniqueAssets?: UniqueAsset[]) {
-    Logger.log(
+    let uniqueAssets = aUniqueAssets?.filter((dataGatheringItem) => {
-      'Profile data gathering has been started.',
+      return dataGatheringItem.dataSource !== 'MANUAL';
-      'DataGatheringService'
+    });
-    );
-    console.time('data-gathering-profile');
 
-    let dataGatheringItems = aDataGatheringItems?.filter(
+    if (!uniqueAssets) {
-      (dataGatheringItem) => {
+      uniqueAssets = await this.getUniqueAssets();
-        return dataGatheringItem.dataSource !== 'MANUAL';
-      }
-    );
-
-    if (!dataGatheringItems) {
-      dataGatheringItems = await this.getSymbolsProfileData();
     }
 
+    Logger.log(
+      `Asset profile data gathering has been started for ${uniqueAssets
+        .map(({ dataSource, symbol }) => {
+          return `${symbol} (${dataSource})`;
+        })
+        .join(',')}.`,
+      'DataGatheringService'
+    );
+
     const assetProfiles = await this.dataProviderService.getAssetProfiles(
-      dataGatheringItems
+      uniqueAssets
     );
     const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
-      dataGatheringItems.map(({ symbol }) => {
+      uniqueAssets.map(({ symbol }) => {
         return symbol;
       })
     );
@@ -322,10 +323,13 @@ export class DataGatheringService {
     }
 
     Logger.log(
-      'Profile data gathering has been completed.',
+      `Asset profile data gathering has been completed for ${uniqueAssets
+        .map(({ dataSource, symbol }) => {
+          return `${symbol} (${dataSource})`;
+        })
+        .join(',')}.`,
       'DataGatheringService'
     );
-    console.timeEnd('data-gathering-profile');
   }
 
   public async gatherSymbols(aSymbolsWithStartDate: IDataGatheringItem[]) {
@@ -377,7 +381,14 @@ export class DataGatheringService {
                 data: {
                   dataSource,
                   symbol,
-                  date: currentDate,
+                  date: new Date(
+                    Date.UTC(
+                      getYear(currentDate),
+                      getMonth(currentDate),
+                      getDate(currentDate),
+                      0
+                    )
+                  ),
                   marketPrice: lastMarketPrice
                 }
               });
@@ -501,6 +512,27 @@ export class DataGatheringService {
     return [...currencyPairsToGather, ...symbolProfilesToGather];
   }
 
+  public async getUniqueAssets(): Promise<UniqueAsset[]> {
+    const symbolProfiles = await this.prismaService.symbolProfile.findMany({
+      orderBy: [{ symbol: 'asc' }]
+    });
+
+    return symbolProfiles
+      .filter(({ dataSource }) => {
+        return (
+          dataSource !== DataSource.GHOSTFOLIO &&
+          dataSource !== DataSource.MANUAL &&
+          dataSource !== DataSource.RAKUTEN
+        );
+      })
+      .map(({ dataSource, symbol }) => {
+        return {
+          dataSource,
+          symbol
+        };
+      });
+  }
+
   public async reset() {
     Logger.log('Data gathering has been reset.', 'DataGatheringService');
 
@@ -537,6 +569,7 @@ export class DataGatheringService {
       await this.prismaService.marketData.groupBy({
         _count: true,
         by: ['symbol'],
+        orderBy: [{ symbol: 'asc' }],
         where: {
           date: { gt: startDate }
         }
@@ -576,27 +609,6 @@ export class DataGatheringService {
     return [...currencyPairsToGather, ...symbolProfilesToGather];
   }
 
-  private async getSymbolsProfileData(): Promise<IDataGatheringItem[]> {
-    const symbolProfiles = await this.prismaService.symbolProfile.findMany({
-      orderBy: [{ symbol: 'asc' }]
-    });
-
-    return symbolProfiles
-      .filter((symbolProfile) => {
-        return (
-          symbolProfile.dataSource !== DataSource.GHOSTFOLIO &&
-          symbolProfile.dataSource !== DataSource.MANUAL &&
-          symbolProfile.dataSource !== DataSource.RAKUTEN
-        );
-      })
-      .map((symbolProfile) => {
-        return {
-          dataSource: symbolProfile.dataSource,
-          symbol: symbolProfile.symbol
-        };
-      });
-  }
-
   private async isDataGatheringNeeded() {
     const lastDataGathering = await this.getLastDataGathering();
 

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

@@ -2,8 +2,7 @@ import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.in
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
-  IDataProviderResponse,
+  IDataProviderResponse
-  MarketState
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
@@ -133,7 +132,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
           marketPrice: marketData.find((marketDataItem) => {
             return marketDataItem.symbol === symbolProfile.symbol;
           }).marketPrice,
-          marketState: MarketState.delayed
+          marketState: 'delayed'
         };
       }
 

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

@@ -3,8 +3,7 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration.ser
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
-  IDataProviderResponse,
+  IDataProviderResponse
-  MarketState
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
@@ -114,7 +113,7 @@ export class GoogleSheetsService implements DataProviderInterface {
               return symbolProfile.symbol === symbol;
             })?.currency,
             dataSource: this.getName(),
-            marketState: MarketState.delayed
+            marketState: 'delayed'
           };
         }
       }

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

@@ -3,8 +3,7 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration.ser
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
-  IDataProviderResponse,
+  IDataProviderResponse
-  MarketState
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
@@ -17,8 +16,6 @@ import { format, subMonths, subWeeks, subYears } from 'date-fns';
 
 @Injectable()
 export class RakutenRapidApiService implements DataProviderInterface {
-  public static FEAR_AND_GREED_INDEX_NAME = 'Fear & Greed Index';
-
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly prismaService: PrismaService
@@ -120,7 +117,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
             currency: undefined,
             dataSource: this.getName(),
             marketPrice: fgi.now.value,
-            marketState: MarketState.open
+            marketState: 'open'
           }
         };
       }

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

@@ -3,8 +3,7 @@ import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/c
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
-  IDataProviderResponse,
+  IDataProviderResponse
-  MarketState
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { baseCurrency } from '@ghostfolio/common/config';
 import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
@@ -16,7 +15,6 @@ import {
   DataSource,
   SymbolProfile
 } from '@prisma/client';
-import * as bent from 'bent';
 import Big from 'big.js';
 import { countries } from 'countries-list';
 import { addDays, format, isSameDay } from 'date-fns';
@@ -25,8 +23,6 @@ import type { Price } from 'yahoo-finance2/dist/esm/src/modules/quoteSummary-ifa
 
 @Injectable()
 export class YahooFinanceService implements DataProviderInterface {
-  private readonly yahooFinanceHostname = 'https://query1.finance.yahoo.com';
-
   public constructor(
     private readonly cryptocurrencyService: CryptocurrencyService
   ) {}
@@ -92,8 +88,12 @@ export class YahooFinanceService implements DataProviderInterface {
       response.assetSubClass = assetSubClass;
       response.currency = assetProfile.price.currency;
       response.dataSource = this.getName();
-      response.name =
+      response.name = this.formatName({
-        assetProfile.price.longName || assetProfile.price.shortName || symbol;
+        longName: assetProfile.price.longName,
+        quoteType: assetProfile.price.quoteType,
+        shortName: assetProfile.price.shortName,
+        symbol: assetProfile.price.symbol
+      });
       response.symbol = aSymbol;
 
       if (
@@ -215,8 +215,8 @@ export class YahooFinanceService implements DataProviderInterface {
           marketState:
             quote.marketState === 'REGULAR' ||
             this.cryptocurrencyService.isCryptocurrency(symbol)
-              ? MarketState.open
+              ? 'open'
-              : MarketState.closed,
+              : 'closed',
           marketPrice: quote.regularMarketPrice || 0
         };
 
@@ -244,20 +244,11 @@ export class YahooFinanceService implements DataProviderInterface {
     const items: LookupItem[] = [];
 
     try {
-      const get = bent(
+      const searchResult = await yahooFinance.search(aQuery);
-        `${this.yahooFinanceHostname}/v1/finance/search?q=${encodeURIComponent(
-          aQuery
-        )}&lang=en-US&region=US&quotesCount=8&newsCount=0&enableFuzzyQuery=false&quotesQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
-        'GET',
-        'json',
-        200
-      );
-
-      const searchResult = await get();
 
       const quotes = searchResult.quotes
         .filter((quote) => {
-          // filter out undefined symbols
+          // Filter out undefined symbols
           return quote.symbol;
         })
         .filter(({ quoteType, symbol }) => {
@@ -266,7 +257,7 @@ export class YahooFinanceService implements DataProviderInterface {
               this.cryptocurrencyService.isCryptocurrency(
                 symbol.replace(new RegExp(`-${baseCurrency}$`), baseCurrency)
               )) ||
-            ['EQUITY', 'ETF', 'MUTUALFUND'].includes(quoteType)
+            ['EQUITY', 'ETF', 'FUTURE', 'MUTUALFUND'].includes(quoteType)
           );
         })
         .filter(({ quoteType, symbol }) => {
@@ -274,27 +265,39 @@ export class YahooFinanceService implements DataProviderInterface {
             // Only allow cryptocurrencies in base currency to avoid having redundancy in the database.
             // Transactions need to be converted manually to the base currency before
             return symbol.includes(baseCurrency);
+          } else if (quoteType === 'FUTURE') {
+            // Allow GC=F, but not MGC=F
+            return symbol.length === 4;
           }
 
           return true;
         });
 
-      const marketData = await this.getQuotes(
+      const marketData = await yahooFinance.quote(
         quotes.map(({ symbol }) => {
           return symbol;
         })
       );
 
-      for (const [symbol, value] of Object.entries(marketData)) {
+      for (const marketDataItem of marketData) {
-        const quote = quotes.find((currentQuote: any) => {
+        const quote = quotes.find((currentQuote) => {
-          return currentQuote.symbol === symbol;
+          return currentQuote.symbol === marketDataItem.symbol;
         });
 
+        const symbol = this.convertFromYahooFinanceSymbol(
+          marketDataItem.symbol
+        );
+
         items.push({
           symbol,
-          currency: value.currency,
+          currency: marketDataItem.currency,
           dataSource: this.getName(),
-          name: quote?.longname || quote?.shortname || symbol
+          name: this.formatName({
+            longName: quote.longname,
+            quoteType: quote.quoteType,
+            shortName: quote.shortname,
+            symbol: quote.symbol
+          })
         });
       }
     } catch (error) {
@@ -304,6 +307,40 @@ export class YahooFinanceService implements DataProviderInterface {
     return { items };
   }
 
+  private formatName({
+    longName,
+    quoteType,
+    shortName,
+    symbol
+  }: {
+    longName: Price['longName'];
+    quoteType: Price['quoteType'];
+    shortName: Price['shortName'];
+    symbol: Price['symbol'];
+  }) {
+    let name = longName;
+
+    if (name) {
+      name = name.replace('iShares ETF (CH) - ', '');
+      name = name.replace('iShares III Public Limited Company - ', '');
+      name = name.replace('iShares VI Public Limited Company - ', '');
+      name = name.replace('iShares VII PLC - ', '');
+      name = name.replace('Multi Units Luxembourg - ', '');
+      name = name.replace('VanEck ETFs N.V. - ', '');
+      name = name.replace('Vaneck Vectors Ucits Etfs Plc - ', '');
+      name = name.replace('Vanguard Funds Public Limited Company - ', '');
+      name = name.replace('Vanguard Index Funds - ', '');
+      name = name.replace('Xtrackers (IE) Plc - ', '');
+    }
+
+    if (quoteType === 'FUTURE') {
+      // "Gold Jun 22" -> "Gold"
+      name = shortName?.slice(0, -6);
+    }
+
+    return name || shortName || symbol;
+  }
+
   private parseAssetClass(aPrice: Price): {
     assetClass: AssetClass;
     assetSubClass: AssetSubClass;
@@ -323,6 +360,20 @@ export class YahooFinanceService implements DataProviderInterface {
       case 'etf':
         assetClass = AssetClass.EQUITY;
         assetSubClass = AssetSubClass.ETF;
+        break;
+      case 'future':
+        assetClass = AssetClass.COMMODITY;
+        assetSubClass = AssetSubClass.COMMODITY;
+
+        if (
+          aPrice?.shortName?.toLowerCase()?.startsWith('gold') ||
+          aPrice?.shortName?.toLowerCase()?.startsWith('palladium') ||
+          aPrice?.shortName?.toLowerCase()?.startsWith('platinum') ||
+          aPrice?.shortName?.toLowerCase()?.startsWith('silver')
+        ) {
+          assetSubClass = AssetSubClass.PRECIOUS_METAL;
+        }
+
         break;
       case 'mutualfund':
         assetClass = AssetClass.EQUITY;

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

@@ -1,18 +1,11 @@
+import { MarketState } from '@ghostfolio/common/types';
 import {
   Account,
-  AssetClass,
-  AssetSubClass,
   DataSource,
   SymbolProfile,
   Type as TypeOfOrder
 } from '@prisma/client';
 
-export const MarketState = {
-  closed: 'closed',
-  delayed: 'delayed',
-  open: 'open'
-};
-
 export interface IOrder {
   account: Account;
   currency: string;
@@ -44,5 +37,3 @@ export interface IDataGatheringItem {
   date?: Date;
   symbol: string;
 }
-
-export type MarketState = typeof MarketState[keyof typeof MarketState];

apps/api/src/services/symbol-profile.service.ts

@@ -4,7 +4,12 @@ import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
 import { Injectable } from '@nestjs/common';
-import { DataSource, Prisma, SymbolProfile } from '@prisma/client';
+import {
+  DataSource,
+  Prisma,
+  SymbolProfile,
+  SymbolProfileOverrides
+} from '@prisma/client';
 import { continents, countries } from 'countries-list';
 
 import { ScraperConfiguration } from './data-provider/ghostfolio-scraper-api/interfaces/scraper-configuration.interface';
@@ -36,6 +41,7 @@ export class SymbolProfileService {
   ): Promise<EnhancedSymbolProfile[]> {
     return this.prismaService.symbolProfile
       .findMany({
+        include: { SymbolProfileOverrides: true },
         where: {
           symbol: {
             in: symbols
@@ -45,14 +51,38 @@ export class SymbolProfileService {
       .then((symbolProfiles) => this.getSymbols(symbolProfiles));
   }
 
-  private getSymbols(symbolProfiles: SymbolProfile[]): EnhancedSymbolProfile[] {
+  private getSymbols(
-    return symbolProfiles.map((symbolProfile) => ({
+    symbolProfiles: (SymbolProfile & {
-      ...symbolProfile,
+      SymbolProfileOverrides: SymbolProfileOverrides;
-      countries: this.getCountries(symbolProfile),
+    })[]
-      scraperConfiguration: this.getScraperConfiguration(symbolProfile),
+  ): EnhancedSymbolProfile[] {
-      sectors: this.getSectors(symbolProfile),
+    return symbolProfiles.map((symbolProfile) => {
-      symbolMapping: this.getSymbolMapping(symbolProfile)
+      const item = {
-    }));
+        ...symbolProfile,
+        countries: this.getCountries(symbolProfile),
+        scraperConfiguration: this.getScraperConfiguration(symbolProfile),
+        sectors: this.getSectors(symbolProfile),
+        symbolMapping: this.getSymbolMapping(symbolProfile)
+      };
+
+      if (item.SymbolProfileOverrides) {
+        item.assetClass =
+          item.SymbolProfileOverrides.assetClass ?? item.assetClass;
+        item.assetSubClass =
+          item.SymbolProfileOverrides.assetSubClass ?? item.assetSubClass;
+        item.countries =
+          (item.SymbolProfileOverrides.sectors as unknown as Country[]) ??
+          item.countries;
+        item.name = item.SymbolProfileOverrides?.name ?? item.name;
+        item.sectors =
+          (item.SymbolProfileOverrides.sectors as unknown as Sector[]) ??
+          item.sectors;
+
+        delete item.SymbolProfileOverrides;
+      }
+
+      return item;
+    });
   }
 
   private getCountries(symbolProfile: SymbolProfile): Country[] {

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

@@ -0,0 +1,11 @@
+import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { Module } from '@nestjs/common';
+
+import { TagService } from './tag.service';
+
+@Module({
+  exports: [TagService],
+  imports: [PrismaModule],
+  providers: [TagService]
+})
+export class TagModule {}

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

@@ -0,0 +1,30 @@
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { Injectable } from '@nestjs/common';
+
+@Injectable()
+export class TagService {
+  public constructor(private readonly prismaService: PrismaService) {}
+
+  public async get() {
+    return this.prismaService.tag.findMany({
+      orderBy: {
+        name: 'asc'
+      }
+    });
+  }
+
+  public async getByUser(userId: string) {
+    return this.prismaService.tag.findMany({
+      orderBy: {
+        name: 'asc'
+      },
+      where: {
+        orders: {
+          some: {
+            userId
+          }
+        }
+      }
+    });
+  }
+}

apps/api/tsconfig.app.json

@@ -6,6 +6,6 @@
     "emitDecoratorMetadata": true,
     "target": "es2015"
   },
-  "exclude": ["**/*.spec.ts", "**/*.test.ts"],
+  "exclude": ["**/*.spec.ts", "**/*.test.ts", "jest.config.ts"],
   "include": ["**/*.ts"]
 }

apps/api/tsconfig.spec.json

@@ -5,5 +5,5 @@
     "module": "commonjs",
     "types": ["jest", "node"]
   },
-  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts"]
+  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts", "jest.config.ts"]
 }

apps/client/jest.config.ts

@@ -1,6 +1,6 @@
 module.exports = {
   displayName: 'client',
-  preset: '../../jest.preset.js',
+
   setupFilesAfterEnv: ['<rootDir>/src/test-setup.ts'],
   globals: {
     'ts-jest': {
@@ -17,5 +17,6 @@ module.exports = {
   transform: {
     '^.+.(ts|mjs|js|html)$': 'jest-preset-angular'
   },
-  transformIgnorePatterns: ['node_modules/(?!.*.mjs$)']
+  transformIgnorePatterns: ['node_modules/(?!.*.mjs$)'],
+  preset: '../../jest.preset.ts'
 };

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

@@ -194,16 +194,17 @@
         <ion-icon name="ellipsis-vertical"></ion-icon>
       </button>
       <mat-menu #accountMenu="matMenu" xPosition="before">
-        <button i18n mat-menu-item (click)="onUpdateAccount(element)">
+        <button mat-menu-item (click)="onUpdateAccount(element)">
-          Edit
+          <ion-icon class="mr-2" name="create-outline"></ion-icon>
+          <span i18n>Edit</span>
         </button>
         <button
-          i18n
           mat-menu-item
           [disabled]="element.isDefault || element.Order?.length > 0"
           (click)="onDeleteAccount(element.id)"
         >
-          Delete
+          <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+          <span i18n>Delete</span>
         </button>
       </mat-menu>
     </td>

apps/client/src/app/components/admin-users/admin-users.component.ts

@@ -1,6 +1,7 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
-import { AdminData } from '@ghostfolio/common/interfaces';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { AdminData, User } from '@ghostfolio/common/interfaces';
 import {
   differenceInSeconds,
   formatDistanceToNowStrict,
@@ -15,6 +16,7 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './admin-users.html'
 })
 export class AdminUsersComponent implements OnDestroy, OnInit {
+  public user: User;
   public users: AdminData['users'];
 
   private unsubscribeSubject = new Subject<void>();
@@ -24,8 +26,17 @@ export class AdminUsersComponent implements OnDestroy, OnInit {
    */
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
-    private dataService: DataService
+    private dataService: DataService,
-  ) {}
+    private userService: UserService
+  ) {
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+        }
+      });
+  }
 
   /**
    * Initializes the controller

apps/client/src/app/components/admin-users/admin-users.html

@@ -45,14 +45,27 @@
               <td class="mat-cell px-1 py-2 text-right">
                 {{ formatDistanceToNow(userItem.createdAt) }}
               </td>
-              <td class="mat-cell px-1 py-2 text-right">
+              <td class="mat-cell px-1 py-2">
-                {{ userItem.accountCount }}
+                <gf-value
+                  class="align-items-end"
+                  [locale]="user?.settings?.locale"
+                  [value]="userItem.accountCount"
+                ></gf-value>
               </td>
-              <td class="mat-cell px-1 py-2 text-right">
+              <td class="mat-cell px-1 py-2">
-                {{ userItem.transactionCount }}
+                <gf-value
+                  class="align-items-end"
+                  [locale]="user?.settings?.locale"
+                  [value]="userItem.transactionCount"
+                ></gf-value>
               </td>
-              <td class="mat-cell px-1 py-2 text-right">
+              <td class="mat-cell px-1 py-2">
-                {{ userItem.engagement | number: '1.0-0' }}
+                <gf-value
+                  class="align-items-end"
+                  [locale]="user?.settings?.locale"
+                  [precision]="0"
+                  [value]="userItem.engagement"
+                ></gf-value>
               </td>
               <td class="mat-cell px-1 py-2">
                 {{ formatDistanceToNow(userItem.lastActivity) }}
@@ -68,12 +81,12 @@
                 </button>
                 <mat-menu #accountMenu="matMenu" xPosition="before">
                   <button
-                    i18n
                     mat-menu-item
                     [disabled]="userItem.id === user?.id"
                     (click)="onDeleteUser(userItem.id)"
                   >
-                    Delete
+                    <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+                    <span i18n>Delete</span>
                   </button>
                 </mat-menu>
               </td>

apps/client/src/app/components/admin-users/admin-users.module.ts

@@ -2,13 +2,14 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatMenuModule } from '@angular/material/menu';
+import { GfValueModule } from '@ghostfolio/ui/value';
 
 import { AdminUsersComponent } from './admin-users.component';
 
 @NgModule({
   declarations: [AdminUsersComponent],
   exports: [],
-  imports: [CommonModule, MatButtonModule, MatMenuModule],
+  imports: [CommonModule, GfValueModule, MatButtonModule, MatMenuModule],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfAdminUsersModule {}

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

@@ -1,10 +1,13 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
-import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
 import { resetHours } from '@ghostfolio/common/helper';
-import { InfoItem, User } from '@ghostfolio/common/interfaces';
+import {
+  HistoricalDataItem,
+  InfoItem,
+  User
+} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';

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

@@ -11,7 +11,7 @@ import { DataService } from '@ghostfolio/client/services/data.service';
 import { DATE_FORMAT, downloadAsFile } from '@ghostfolio/common/helper';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
-import { SymbolProfile } from '@prisma/client';
+import { SymbolProfile, Tag } from '@prisma/client';
 import { format, isSameMonth, isToday, parseISO } from 'date-fns';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
@@ -48,6 +48,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
     [name: string]: { name: string; value: number };
   };
   public SymbolProfile: SymbolProfile;
+  public tags: Tag[];
   public transactionCount: number;
   public value: number;
 
@@ -83,6 +84,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           orders,
           quantity,
           SymbolProfile,
+          tags,
           transactionCount,
           value
         }) => {
@@ -115,6 +117,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           this.quantity = quantity;
           this.sectors = {};
           this.SymbolProfile = SymbolProfile;
+          this.tags = tags;
           this.transactionCount = transactionCount;
           this.value = value;
 
@@ -211,14 +214,14 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
       )
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((data) => {
-        downloadAsFile(
+        downloadAsFile({
-          data,
+          content: data,
-          `ghostfolio-export-${this.SymbolProfile?.symbol}-${format(
+          fileName: `ghostfolio-export-${this.SymbolProfile?.symbol}-${format(
             parseISO(data.meta.date),
             'yyyyMMddHHmm'
           )}.json`,
-          'text/plain'
+          format: 'json'
-        );
+        });
       });
   }
 

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

@@ -168,7 +168,7 @@
         </ng-container>
         <ng-template #charts>
           <div class="col-md-6 mb-3">
-            <div class="h4" i18n>Sectors</div>
+            <div class="h5" i18n>Sectors</div>
             <gf-portfolio-proportion-chart
               [baseCurrency]="user?.settings?.baseCurrency"
               [isInPercent]="true"
@@ -179,7 +179,7 @@
             ></gf-portfolio-proportion-chart>
           </div>
           <div class="col-md-6 mb-3">
-            <div class="h4" i18n>Countries</div>
+            <div class="h5" i18n>Countries</div>
             <gf-portfolio-proportion-chart
               [baseCurrency]="user?.settings?.baseCurrency"
               [isInPercent]="true"
@@ -192,23 +192,36 @@
         </ng-template>
       </ng-container>
     </div>
-  </div>
 
-  <gf-activities-table
+    <div *ngIf="orders?.length > 0" class="row">
-    *ngIf="orders?.length > 0"
+      <div class="col mb-3">
-    [activities]="orders"
+        <div class="h5 mb-0" i18n>Activities</div>
-    [baseCurrency]="data.baseCurrency"
+        <gf-activities-table
-    [deviceType]="data.deviceType"
+          [activities]="orders"
-    [hasPermissionToCreateActivity]="false"
+          [baseCurrency]="data.baseCurrency"
-    [hasPermissionToExportActivities]="!hasImpersonationId"
+          [deviceType]="data.deviceType"
-    [hasPermissionToFilter]="false"
+          [hasPermissionToCreateActivity]="false"
-    [hasPermissionToImportActivities]="false"
+          [hasPermissionToExportActivities]="!hasImpersonationId"
-    [hasPermissionToOpenDetails]="false"
+          [hasPermissionToFilter]="false"
-    [locale]="data.locale"
+          [hasPermissionToImportActivities]="false"
-    [showActions]="false"
+          [hasPermissionToOpenDetails]="false"
-    [showSymbolColumn]="false"
+          [locale]="data.locale"
-    (export)="onExport()"
+          [showActions]="false"
-  ></gf-activities-table>
+          [showSymbolColumn]="false"
+          (export)="onExport()"
+        ></gf-activities-table>
+      </div>
+    </div>
+
+    <div *ngIf="tags?.length > 0" class="row">
+      <div class="col">
+        <div class="h5" i18n>Tags</div>
+        <mat-chip-list>
+          <mat-chip *ngFor="let tag of tags">{{ tag.name }}</mat-chip>
+        </mat-chip-list>
+      </div>
+    </div>
+  </div>
 </div>
 
 <gf-dialog-footer

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

@@ -1,6 +1,7 @@
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
+import { MatChipsModule } from '@angular/material/chips';
 import { MatDialogModule } from '@angular/material/dialog';
 import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
 import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
@@ -24,6 +25,7 @@ import { PositionDetailDialog } from './position-detail-dialog.component';
     GfPortfolioProportionChartModule,
     GfValueModule,
     MatButtonModule,
+    MatChipsModule,
     MatDialogModule,
     NgxSkeletonLoaderModule
   ],

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

@@ -5,7 +5,6 @@ import {
   OnChanges,
   OnInit
 } from '@angular/core';
-import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { Position } from '@ghostfolio/common/interfaces';
 
 @Component({
@@ -42,10 +41,7 @@ export class PositionsComponent implements OnChanges, OnInit {
       this.positionsWithPriority = [];
 
       for (const portfolioPosition of this.positions) {
-        if (
+        if (portfolioPosition.marketState === 'open' || this.range !== '1d') {
-          portfolioPosition.marketState === MarketState.open ||
-          this.range !== '1d'
-        ) {
           // Only show positions where the market is open in today's view
           this.positionsWithPriority.push(portfolioPosition);
         } else {

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

@@ -22,7 +22,6 @@ export class AboutPageComponent implements OnDestroy, OnInit {
   public hasPermissionForStatistics: boolean;
   public hasPermissionForSubscription: boolean;
   public isLoggedIn: boolean;
-  public lastPublish = environment.lastPublish;
   public statistics: Statistics;
   public user: User;
   public version = environment.version;

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

@@ -2,103 +2,101 @@
   <div class="mb-5 row">
     <div class="col">
       <h3 class="d-flex justify-content-center mb-3" i18n>About Ghostfolio</h3>
-      <mat-card class="about-container">
+      <div class="about-container">
-        <mat-card-content>
+        <p>
-          <p>
+          <strong>Ghostfolio</strong> is a lightweight wealth management
-            <strong>Ghostfolio</strong> is a lightweight wealth management
+          application for individuals to keep track of stocks, ETFs or
-            application for individuals to keep track of their wealth like
+          cryptocurrencies and make solid, data-driven investment decisions. The
-            stocks, ETFs or cryptocurrencies and make solid, data-driven
+          source code is fully available as open source software (OSS). The
-            investment decisions. The source code is fully available as open
+          project has been initiated by
-            source software (OSS). The project has been initiated by
+          <a href="https://dotsilver.ch" title="Website of Thomas Kaul"
-            <a href="https://dotsilver.ch" title="Website of Thomas Kaul"
+            >Thomas Kaul</a
-              >Thomas Kaul</a
-            >
-            and is driven by the efforts of its
-            <a
-              href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
-              title="Contributors to Ghostfolio"
-              >contributors</a
-            >.
-            <ng-container *ngIf="lastPublish">
-              This instance is running Ghostfolio {{ version }} and has been
-              last published on {{ lastPublish }}.
-            </ng-container>
-            <ng-container *ngIf="hasPermissionForStatistics" i18n
-              >Check the system status at
-              <a href="https://status.ghostfol.io" title="Ghostfolio status"
-                >status.ghostfol.io</a
-              >.</ng-container
-            >
-          </p>
-          <p>
-            If you encounter a bug or would like to suggest an improvement or a
-            new <a [routerLink]="['/features']">feature</a>, please join the
-            Ghostfolio
-            <a
-              href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
-              title="Join the Ghostfolio Slack community"
-              >Slack community</a
-            >, tweet to
-            <a
-              href="https://twitter.com/ghostfolio_"
-              title="Tweet to Ghostfolio on Twitter"
-              >@ghostfolio_</a
-            >, send an e-mail to
-            <a href="mailto:hi@ghostfol.io" title="Send an e-mail"
-              >hi@ghostfol.io</a
-            >
-            or open an issue at
-            <a
-              href="https://github.com/ghostfolio/ghostfolio"
-              title="Find Ghostfolio on GitHub"
-              >GitHub</a
-            >.
-          </p>
-          <p class="text-center">
-            <a
-              class="mx-2"
-              href="https://twitter.com/ghostfolio_"
-              mat-icon-button
-              title="Follow Ghostfolio on Twitter"
-            >
-              <ion-icon name="logo-twitter" size="large"></ion-icon>
-            </a>
-            <a
-              class="mx-2"
-              href="mailto:hi@ghostfol.io"
-              mat-icon-button
-              title="Send an e-mail"
-            >
-              <ion-icon name="mail" size="large"></ion-icon>
-            </a>
-            <a
-              class="mx-2"
-              href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
-              mat-icon-button
-              title="Join the Ghostfolio Slack channel"
-            >
-              <ion-icon name="logo-slack" size="large"></ion-icon>
-            </a>
-            <a
-              class="mx-2"
-              href="https://github.com/ghostfolio/ghostfolio"
-              mat-icon-button
-              title="Find Ghostfolio on GitHub"
-            >
-              <ion-icon name="logo-github" size="large"></ion-icon>
-            </a>
-          </p>
-          <div
-            *ngIf="hasPermissionForSubscription"
-            class="d-flex justify-content-center"
           >
-            <div
+          and is driven by the efforts of its
-              class="independent-and-bootstrapped-logo mb-2"
+          <a
-              title="Ghostfolio is an independent & bootstrapped business"
+            href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
-            ></div>
+            title="Contributors to Ghostfolio"
-          </div>
+            >contributors</a
-        </mat-card-content>
+          >.
-      </mat-card>
+          <ng-container *ngIf="version">
+            This instance is running Ghostfolio {{ version }}.
+          </ng-container>
+          <ng-container *ngIf="hasPermissionForStatistics" i18n
+            >Check the system status at
+            <a href="https://status.ghostfol.io" title="Ghostfolio status"
+              >status.ghostfol.io</a
+            >.</ng-container
+          >
+        </p>
+        <p>
+          If you encounter a bug or would like to suggest an improvement or a
+          new
+          <a [routerLink]="['/features']">feature</a>, please join the
+          Ghostfolio
+          <a
+            href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
+            title="Join the Ghostfolio Slack community"
+            >Slack community</a
+          >, tweet to
+          <a
+            href="https://twitter.com/ghostfolio_"
+            title="Tweet to Ghostfolio on Twitter"
+            >@ghostfolio_</a
+          >, send an e-mail to
+          <a href="mailto:hi@ghostfol.io" title="Send an e-mail"
+            >hi@ghostfol.io</a
+          >
+          or open an issue at
+          <a
+            href="https://github.com/ghostfolio/ghostfolio"
+            title="Find Ghostfolio on GitHub"
+            >GitHub</a
+          >.
+        </p>
+        <p class="text-center">
+          <a
+            class="mx-2"
+            href="https://twitter.com/ghostfolio_"
+            mat-icon-button
+            title="Follow Ghostfolio on Twitter"
+          >
+            <ion-icon name="logo-twitter" size="large"></ion-icon>
+          </a>
+          <a
+            class="mx-2"
+            href="mailto:hi@ghostfol.io"
+            mat-icon-button
+            title="Send an e-mail"
+          >
+            <ion-icon name="mail" size="large"></ion-icon>
+          </a>
+          <a
+            class="mx-2"
+            href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
+            mat-icon-button
+            title="Join the Ghostfolio Slack channel"
+          >
+            <ion-icon name="logo-slack" size="large"></ion-icon>
+          </a>
+          <a
+            class="mx-2"
+            href="https://github.com/ghostfolio/ghostfolio"
+            mat-icon-button
+            title="Find Ghostfolio on GitHub"
+          >
+            <ion-icon name="logo-github" size="large"></ion-icon>
+          </a>
+        </p>
+        <div
+          *ngIf="hasPermissionForSubscription"
+          class="d-flex justify-content-center"
+        >
+          <div
+            class="independent-and-bootstrapped-logo mb-2"
+            title="Ghostfolio is an independent & bootstrapped business"
+          ></div>
+        </div>
+      </div>
     </div>
   </div>
 
@@ -109,38 +107,39 @@
         <mat-card-content>
           <div class="row">
             <div class="col-xs-12 col-md-4 my-2">
-              <h3 class="mb-0">{{ statistics?.activeUsers1d || '-' }}</h3>
+              <gf-value
-              <div class="h6 mb-0">
+                label="Active Users"
-                <span i18n>Active Users</span>&nbsp;<small class="text-muted"
+                size="large"
-                  >(Last 24 hours)</small
+                subLabel="(Last 24 hours)"
-                >
+                [value]="statistics?.activeUsers1d ?? '-'"
-              </div>
+              ></gf-value>
             </div>
             <div class="col-xs-12 col-md-4 my-2">
-              <h3 class="mb-0">{{ statistics?.newUsers30d ?? '-' }}</h3>
+              <gf-value
-              <div class="h6 mb-0">
+                label="New Users"
-                <span i18n>New Users</span>&nbsp;<small class="text-muted"
+                size="large"
-                  >(Last 30 days)</small
+                subLabel="(Last 30 days)"
-                >
+                [value]="statistics?.newUsers30d ?? '-'"
-              </div>
+              ></gf-value>
             </div>
             <div class="col-xs-12 col-md-4 my-2">
-              <h3 class="mb-0">{{ statistics?.activeUsers30d ?? '-' }}</h3>
+              <gf-value
-              <div class="h6 mb-0">
+                label="Active Users"
-                <span i18n>Active Users</span>&nbsp;<small class="text-muted"
+                size="large"
-                  >(Last 30 days)</small
+                subLabel="(Last 30 days)"
-                >
+                [value]="statistics?.activeUsers30d ?? '-'"
-              </div>
+              ></gf-value>
             </div>
             <div class="col-xs-12 col-md-4 my-2">
               <a
                 class="d-block"
                 href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
               >
-                <h3 class="mb-0">
+                <gf-value
-                  {{ statistics?.slackCommunityUsers ?? '-' }}
+                  label="Users in Slack community"
-                </h3>
+                  size="large"
-                <div class="h6 mb-0" i18n>Users in Slack community</div>
+                  [value]="statistics?.slackCommunityUsers ?? '-'"
+                ></gf-value>
               </a>
             </div>
             <div class="col-xs-12 col-md-4 my-2">
@@ -148,10 +147,11 @@
                 class="d-block"
                 href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
               >
-                <h3 class="mb-0">
+                <gf-value
-                  {{ statistics?.gitHubContributors ?? '-' }}
+                  label="Contributors on GitHub"
-                </h3>
+                  size="large"
-                <div class="h6 mb-0" i18n>Contributors on GitHub</div>
+                  [value]="statistics?.gitHubContributors ?? '-'"
+                ></gf-value>
               </a>
             </div>
             <div class="col-xs-12 col-md-4 my-2">
@@ -159,8 +159,11 @@
                 class="d-block"
                 href="https://github.com/ghostfolio/ghostfolio/stargazers"
               >
-                <h3 class="mb-0">{{ statistics?.gitHubStargazers ?? '-' }}</h3>
+                <gf-value
-                <div class="h6 mb-0" i18n>Stars on GitHub</div>
+                  label="Stars on GitHub"
+                  size="large"
+                  [value]="statistics?.gitHubStargazers ?? '-'"
+                ></gf-value>
               </a>
             </div>
           </div>

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

@@ -2,6 +2,7 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
+import { GfValueModule } from '@ghostfolio/ui/value';
 
 import { AboutPageRoutingModule } from './about-page-routing.module';
 import { AboutPageComponent } from './about-page.component';
@@ -12,6 +13,7 @@ import { AboutPageComponent } from './about-page.component';
   imports: [
     AboutPageRoutingModule,
     CommonModule,
+    GfValueModule,
     MatButtonModule,
     MatCardModule
   ],

apps/client/src/app/pages/about/about-page.scss

@@ -2,15 +2,13 @@
   color: rgb(var(--dark-primary-text));
   display: block;
 
-  .mat-card {
+  .about-container {
-    &.about-container {
+    a {
-      a {
+      color: rgba(var(--palette-primary-500), 1);
-        color: rgba(var(--palette-primary-500), 1);
+      font-weight: 500;
-        font-weight: 500;
 
-        &:hover {
+      &:hover {
-          color: rgba(var(--palette-primary-300), 1);
+        color: rgba(var(--palette-primary-300), 1);
-        }
       }
     }
 
@@ -29,7 +27,7 @@
 :host-context(.is-dark-theme) {
   color: rgb(var(--light-primary-text));
 
-  .mat-card {
+  .about-container {
     .independent-and-bootstrapped-logo {
       background-image: url('/assets/bootstrapped-light.svg');
       opacity: 1;

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

@@ -8,6 +8,7 @@ import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { prettifySymbol } from '@ghostfolio/common/helper';
 import {
+  Filter,
   PortfolioDetails,
   PortfolioPosition,
   UniqueAsset,
@@ -17,7 +18,7 @@ import { Market, ToggleOption } from '@ghostfolio/common/types';
 import { Account, AssetClass, DataSource } from '@prisma/client';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject, Subscription } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
+import { distinctUntilChanged, switchMap, takeUntil } from 'rxjs/operators';
 
 @Component({
   host: { class: 'page' },
@@ -32,6 +33,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
       value: number;
     };
   };
+  public allFilters: Filter[];
   public continents: {
     [code: string]: { name: string; value: number };
   };
@@ -39,7 +41,9 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     [code: string]: { name: string; value: number };
   };
   public deviceType: string;
+  public filters$ = new Subject<Filter[]>();
   public hasImpersonationId: boolean;
+  public isLoading = false;
   public markets: {
     [key in Market]: { name: string; value: number };
   };
@@ -48,6 +52,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     { label: 'Initial', value: 'original' },
     { label: 'Current', value: 'current' }
   ];
+  public placeholder = '';
   public portfolioDetails: PortfolioDetails;
   public positions: {
     [symbol: string]: Pick<
@@ -120,14 +125,23 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         this.hasImpersonationId = !!aId;
       });
 
-    this.dataService
+    this.filters$
-      .fetchPortfolioDetails({})
+      .pipe(
-      .pipe(takeUntil(this.unsubscribeSubject))
+        distinctUntilChanged(),
+        switchMap((filters) => {
+          this.isLoading = true;
+
+          return this.dataService.fetchPortfolioDetails({ filters });
+        }),
+        takeUntil(this.unsubscribeSubject)
+      )
       .subscribe((portfolioDetails) => {
         this.portfolioDetails = portfolioDetails;
 
         this.initializeAnalysisData(this.period);
 
+        this.isLoading = false;
+
         this.changeDetectorRef.markForCheck();
       });
 
@@ -137,12 +151,32 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
+          const accountFilters: Filter[] = this.user.accounts.map(
+            ({ id, name }) => {
+              return {
+                id: id,
+                label: name,
+                type: 'account'
+              };
+            }
+          );
+
+          const tagFilters: Filter[] = this.user.tags.map(({ id, name }) => {
+            return {
+              id,
+              label: name,
+              type: 'tag'
+            };
+          });
+
+          this.allFilters = [...accountFilters, ...tagFilters];
+
           this.changeDetectorRef.markForCheck();
         }
       });
   }
 
-  public initializeAnalysisData(aPeriod: string) {
+  public initialize() {
     this.accounts = {};
     this.continents = {
       [UNKNOWN_KEY]: {
@@ -185,6 +219,10 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         value: 0
       }
     };
+  }
+
+  public initializeAnalysisData(aPeriod: string) {
+    this.initialize();
 
     for (const [id, { current, name, original }] of Object.entries(
       this.portfolioDetails.accounts
@@ -305,7 +343,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         }
       }
 
-      if (position.assetClass === AssetClass.EQUITY) {
+      if (position.dataSource) {
         this.symbols[prettifySymbol(symbol)] = {
           dataSource: position.dataSource,
           name: position.name,

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

@@ -2,6 +2,12 @@
   <div class="row">
     <div class="col">
       <h3 class="d-flex justify-content-center mb-3" i18n>Allocations</h3>
+      <gf-activities-filter
+        [allFilters]="allFilters"
+        [isLoading]="isLoading"
+        [placeholder]="placeholder"
+        (valueChanged)="filters$.next($event)"
+      ></gf-activities-filter>
     </div>
   </div>
   <div class="proportion-charts row">

apps/client/src/app/pages/portfolio/allocations/allocations-page.module.ts

@@ -4,6 +4,7 @@ import { MatCardModule } from '@angular/material/card';
 import { GfPositionsTableModule } from '@ghostfolio/client/components/positions-table/positions-table.module';
 import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
 import { GfWorldMapChartModule } from '@ghostfolio/client/components/world-map-chart/world-map-chart.module';
+import { GfActivitiesFilterModule } from '@ghostfolio/ui/activities-filter/activities-filter.module';
 import { GfPortfolioProportionChartModule } from '@ghostfolio/ui/portfolio-proportion-chart/portfolio-proportion-chart.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
@@ -16,6 +17,7 @@ import { AllocationsPageComponent } from './allocations-page.component';
   imports: [
     AllocationsPageRoutingModule,
     CommonModule,
+    GfActivitiesFilterModule,
     GfPortfolioProportionChartModule,
     GfPositionsTableModule,
     GfToggleModule,

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

@@ -2,6 +2,7 @@ import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { User } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import Big from 'big.js';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
@@ -16,6 +17,7 @@ import { takeUntil } from 'rxjs/operators';
 export class FirePageComponent implements OnDestroy, OnInit {
   public deviceType: string;
   public fireWealth: Big;
+  public hasPermissionToUpdateUserSettings: boolean;
   public isLoading = false;
   public user: User;
   public withdrawalRatePerMonth: Big;
@@ -63,11 +65,23 @@ export class FirePageComponent implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
+          this.hasPermissionToUpdateUserSettings = hasPermission(
+            this.user.permissions,
+            permissions.updateUserSettings
+          );
+
           this.changeDetectorRef.markForCheck();
         }
       });
   }
 
+  public onSavingsRateChange(savingsRate: number) {
+    this.dataService
+      .putUserSetting({ savingsRate })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {});
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();

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

@@ -41,7 +41,7 @@
               [value]="withdrawalRatePerMonth?.toNumber()"
             ></gf-value>
             per month</span
-          >, based on your investment of
+          >, based on your total assets of
           <gf-value
             class="d-inline-block"
             [currency]="user?.settings?.baseCurrency"
@@ -59,7 +59,10 @@
       [currency]="user?.settings?.baseCurrency"
       [deviceType]="deviceType"
       [fireWealth]="fireWealth?.toNumber()"
+      [hasPermissionToUpdateUserSettings]="hasPermissionToUpdateUserSettings"
       [locale]="user?.settings?.locale"
+      [savingsRate]="user?.settings?.savingsRate"
+      (savingsRateChanged)="onSavingsRateChange($event)"
     ></gf-fire-calculator>
   </div>
 </div>

apps/client/src/app/pages/portfolio/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.component.ts

@@ -13,7 +13,7 @@ import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { DataService } from '@ghostfolio/client/services/data.service';
-import { Type } from '@prisma/client';
+import { AssetClass, AssetSubClass, Type } from '@prisma/client';
 import { isUUID } from 'class-validator';
 import { isString } from 'lodash';
 import { EMPTY, Observable, Subject } from 'rxjs';
@@ -39,13 +39,15 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
   @ViewChild('autocomplete') autocomplete;
 
   public activityForm: FormGroup;
-
+  public assetClasses = Object.keys(AssetClass);
+  public assetSubClasses = Object.keys(AssetSubClass);
   public currencies: string[] = [];
   public currentMarketPrice = null;
   public filteredLookupItems: LookupItem[];
   public filteredLookupItemsObservable: Observable<LookupItem[]>;
   public isLoading = false;
   public platforms: { id: string; name: string }[];
+  public total = 0;
   public Validators = Validators;
 
   private unsubscribeSubject = new Subject<void>();
@@ -66,6 +68,8 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
 
     this.activityForm = this.formBuilder.group({
       accountId: [this.data.activity?.accountId, Validators.required],
+      assetClass: [this.data.activity?.SymbolProfile?.assetClass],
+      assetSubClass: [this.data.activity?.SymbolProfile?.assetSubClass],
       currency: [
         this.data.activity?.SymbolProfile?.currency,
         Validators.required
@@ -85,10 +89,30 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
         },
         Validators.required
       ],
+      tags: [this.data.activity?.tags],
       type: [undefined, Validators.required], // Set after value changes subscription
       unitPrice: [this.data.activity?.unitPrice, Validators.required]
     });
 
+    this.activityForm.valueChanges
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        if (
+          this.activityForm.controls['type'].value === 'BUY' ||
+          this.activityForm.controls['type'].value === 'ITEM'
+        ) {
+          this.total =
+            this.activityForm.controls['quantity'].value *
+              this.activityForm.controls['unitPrice'].value +
+              this.activityForm.controls['fee'].value ?? 0;
+        } else {
+          this.total =
+            this.activityForm.controls['quantity'].value *
+              this.activityForm.controls['unitPrice'].value -
+              this.activityForm.controls['fee'].value ?? 0;
+        }
+      });
+
     this.filteredLookupItemsObservable = this.activityForm.controls[
       'searchSymbol'
     ].valueChanges.pipe(
@@ -100,9 +124,11 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
           const filteredLookupItemsObservable =
             this.dataService.fetchSymbols(query);
 
-          filteredLookupItemsObservable.subscribe((filteredLookupItems) => {
+          filteredLookupItemsObservable
-            this.filteredLookupItems = filteredLookupItems;
+            .pipe(takeUntil(this.unsubscribeSubject))
-          });
+            .subscribe((filteredLookupItems) => {
+              this.filteredLookupItems = filteredLookupItems;
+            });
 
           return filteredLookupItemsObservable;
         }
@@ -111,45 +137,47 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
       })
     );
 
-    this.activityForm.controls['type'].valueChanges.subscribe((type: Type) => {
+    this.activityForm.controls['type'].valueChanges
-      if (type === 'ITEM') {
+      .pipe(takeUntil(this.unsubscribeSubject))
-        this.activityForm.controls['accountId'].removeValidators(
+      .subscribe((type: Type) => {
-          Validators.required
+        if (type === 'ITEM') {
-        );
+          this.activityForm.controls['accountId'].removeValidators(
-        this.activityForm.controls['accountId'].updateValueAndValidity();
+            Validators.required
-        this.activityForm.controls['currency'].setValue(
+          );
-          this.data.user.settings.baseCurrency
+          this.activityForm.controls['accountId'].updateValueAndValidity();
-        );
+          this.activityForm.controls['currency'].setValue(
-        this.activityForm.controls['dataSource'].removeValidators(
+            this.data.user.settings.baseCurrency
-          Validators.required
+          );
-        );
+          this.activityForm.controls['dataSource'].removeValidators(
-        this.activityForm.controls['dataSource'].updateValueAndValidity();
+            Validators.required
-        this.activityForm.controls['name'].setValidators(Validators.required);
+          );
-        this.activityForm.controls['name'].updateValueAndValidity();
+          this.activityForm.controls['dataSource'].updateValueAndValidity();
-        this.activityForm.controls['quantity'].setValue(1);
+          this.activityForm.controls['name'].setValidators(Validators.required);
-        this.activityForm.controls['searchSymbol'].removeValidators(
+          this.activityForm.controls['name'].updateValueAndValidity();
-          Validators.required
+          this.activityForm.controls['quantity'].setValue(1);
-        );
+          this.activityForm.controls['searchSymbol'].removeValidators(
-        this.activityForm.controls['searchSymbol'].updateValueAndValidity();
+            Validators.required
-      } else {
+          );
-        this.activityForm.controls['accountId'].setValidators(
+          this.activityForm.controls['searchSymbol'].updateValueAndValidity();
-          Validators.required
+        } else {
-        );
+          this.activityForm.controls['accountId'].setValidators(
-        this.activityForm.controls['accountId'].updateValueAndValidity();
+            Validators.required
-        this.activityForm.controls['dataSource'].setValidators(
+          );
-          Validators.required
+          this.activityForm.controls['accountId'].updateValueAndValidity();
-        );
+          this.activityForm.controls['dataSource'].setValidators(
-        this.activityForm.controls['dataSource'].updateValueAndValidity();
+            Validators.required
-        this.activityForm.controls['name'].removeValidators(
+          );
-          Validators.required
+          this.activityForm.controls['dataSource'].updateValueAndValidity();
-        );
+          this.activityForm.controls['name'].removeValidators(
-        this.activityForm.controls['name'].updateValueAndValidity();
+            Validators.required
-        this.activityForm.controls['searchSymbol'].setValidators(
+          );
-          Validators.required
+          this.activityForm.controls['name'].updateValueAndValidity();
-        );
+          this.activityForm.controls['searchSymbol'].setValidators(
-        this.activityForm.controls['searchSymbol'].updateValueAndValidity();
+            Validators.required
-      }
+          );
-    });
+          this.activityForm.controls['searchSymbol'].updateValueAndValidity();
+        }
+      });
 
     this.activityForm.controls['type'].setValue(this.data.activity?.type);
 
@@ -209,6 +237,8 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
   public onSubmit() {
     const activity: CreateOrderDto | UpdateOrderDto = {
       accountId: this.activityForm.controls['accountId'].value,
+      assetClass: this.activityForm.controls['assetClass'].value,
+      assetSubClass: this.activityForm.controls['assetSubClass'].value,
       currency: this.activityForm.controls['currency'].value,
       date: this.activityForm.controls['date'].value,
       dataSource: this.activityForm.controls['dataSource'].value,

apps/client/src/app/pages/portfolio/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.html

@@ -134,13 +134,55 @@
         >
       </mat-form-field>
     </div>
+    <div
+      [ngClass]="{ 'd-none': activityForm.controls['type']?.value !== 'ITEM' }"
+    >
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Asset Class</mat-label>
+        <mat-select formControlName="assetClass">
+          <mat-option [value]="null"></mat-option>
+          <mat-option
+            *ngFor="let assetClass of assetClasses"
+            [value]="assetClass"
+            >{{ assetClass }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
+    <div
+      [ngClass]="{ 'd-none': activityForm.controls['type']?.value !== 'ITEM' }"
+    >
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Asset Sub-Class</mat-label>
+        <mat-select formControlName="assetSubClass">
+          <mat-option [value]="null"></mat-option>
+          <mat-option
+            *ngFor="let assetSubClass of assetSubClasses"
+            [value]="assetSubClass"
+            >{{ assetSubClass }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
+    <div
+      [ngClass]="{ 'd-none': activityForm.controls['tags']?.value?.length <= 0 }"
+    >
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Tags</mat-label>
+        <mat-chip-list>
+          <mat-chip *ngFor="let tag of activityForm.controls['tags']?.value">
+            {{ tag.name }}
+          </mat-chip>
+        </mat-chip-list>
+      </mat-form-field>
+    </div>
   </div>
   <div class="d-flex" mat-dialog-actions>
     <gf-value
       class="flex-grow-1"
-      [currency]="activityForm.controls['currency'].value"
+      [currency]="activityForm.controls['currency']?.value ?? data.user?.settings?.baseCurrency"
       [locale]="data.user?.settings?.locale"
-      [value]="activityForm.controls['fee'].value + (activityForm.controls['quantity'].value * activityForm.controls['unitPrice'].value) ?? 0"
+      [value]="total"
     ></gf-value>
     <div>
       <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>

apps/client/src/app/pages/portfolio/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.module.ts

@@ -3,6 +3,7 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatAutocompleteModule } from '@angular/material/autocomplete';
 import { MatButtonModule } from '@angular/material/button';
+import { MatChipsModule } from '@angular/material/chips';
 import { MatDatepickerModule } from '@angular/material/datepicker';
 import { MatDialogModule } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
@@ -24,6 +25,7 @@ import { CreateOrUpdateTransactionDialog } from './create-or-update-transaction-
     FormsModule,
     MatAutocompleteModule,
     MatButtonModule,
+    MatChipsModule,
     MatDatepickerModule,
     MatDialogModule,
     MatFormFieldModule,

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

@@ -7,6 +7,7 @@ import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interf
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
 import { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
 import { DataService } from '@ghostfolio/client/services/data.service';
+import { IcsService } from '@ghostfolio/client/services/ics/ics.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { ImportTransactionsService } from '@ghostfolio/client/services/import-transactions.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
@@ -50,6 +51,7 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
     private dataService: DataService,
     private deviceService: DeviceDetectorService,
     private dialog: MatDialog,
+    private icsService: IcsService,
     private impersonationStorageService: ImpersonationStorageService,
     private importTransactionsService: ImportTransactionsService,
     private route: ActivatedRoute,
@@ -152,14 +154,36 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
       .fetchExport(activityIds)
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((data) => {
-        downloadAsFile(
+        for (const activity of data.activities) {
-          data,
+          delete activity.id;
-          `ghostfolio-export-${format(
+        }
+
+        downloadAsFile({
+          content: data,
+          fileName: `ghostfolio-export-${format(
             parseISO(data.meta.date),
             'yyyyMMddHHmm'
           )}.json`,
-          'text/plain'
+          format: 'json'
-        );
+        });
+      });
+  }
+
+  public onExportDrafts(activityIds?: string[]) {
+    this.dataService
+      .fetchExport(activityIds)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data) => {
+        downloadAsFile({
+          content: this.icsService.transformActivitiesToIcsContent(
+            data.activities
+          ),
+          contentType: 'text/calendar',
+          fileName: `ghostfolio-draft${
+            data.activities.length > 1 ? 's' : ''
+          }-${format(parseISO(data.meta.date), 'yyyyMMddHHmmss')}.ics`,
+          format: 'string'
+        });
       });
   }
 

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

@@ -15,6 +15,7 @@
         (activityToClone)="onCloneTransaction($event)"
         (activityToUpdate)="onUpdateTransaction($event)"
         (export)="onExport($event)"
+        (exportDrafts)="onExportDrafts($event)"
         (import)="onImport()"
       ></gf-activities-table>
     </div>

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

@@ -119,7 +119,7 @@
         Ghostfolio empowers you to keep track of your wealth.
       </p>
       <div class="py-2 text-center">
-        <a color="primary" i18n mat-flat-button [routerLink]="['/']">
+        <a color="primary" href="https://ghostfol.io" i18n mat-flat-button>
           Get Started
         </a>
       </div>

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

@@ -1,105 +1,117 @@
 <div class="container">
   <div class="row">
     <div class="col">
-      <h3 class="d-flex justify-content-center mb-3" i18n>Resources</h3>
+      <h1 class="d-flex h3 justify-content-center mb-3" i18n>Resources</h1>
-      <mat-card class="mb-3">
+      <h2 class="h4 mb-3">Guides</h2>
-        <mat-card-content>
+      <div class="mb-5">
-          <h4 class="mb-3">Market</h4>
+        <div class="mb-4 media">
-          <div class="mb-5">
+          <div class="media-body">
-            <div class="mb-4 media">
+            <h3 class="h5 mt-0">Boringly Getting Rich</h3>
-              <div class="media-body">
+            <div class="mb-1">
-                <h5 class="mt-0">Fear & Greed Index</h5>
+              The <i>Boringly Getting Rich</i> guide supports you to get started
-                <div class="mb-1">
+              with investing. It introduces a strategy utilizing a broadly
-                  The fear and greed index was developed by <i>CNNMoney</i> to
+              diversified, low-cost portfolio excluding the risks of individual
-                  measure the primary emotions (fear and greed) that influence
+              stocks.
-                  how much investors are willing to pay for stocks.
-                </div>
-                <div>
-                  <a
-                    href="https://money.cnn.com/data/fear-and-greed/"
-                    target="_blank"
-                    >Fear & Greed Index →</a
-                  >
-                </div>
-              </div>
             </div>
-            <div class="media">
+            <div>
-              <div class="media-body">
+              <a href="https://herget.me/investing-guide" target="_blank"
-                <h5 class="mt-0">Inflation Chart</h5>
+                >Boringly Getting Rich →</a
-                <div class="mb-1">
+              >
-                  Inflation Chart helps you find the intrinsic value of stock
-                  markets, stock prices, goods and services by adjusting them to
-                  the amount of the money supply (M0, M1, M2) or price of other
-                  goods (food or oil).
-                </div>
-                <div>
-                  <a href="https://inflationchart.com" target="_blank"
-                    >Inflation Chart →</a
-                  >
-                </div>
-              </div>
             </div>
           </div>
-          <h4 class="mb-3">Glossary</h4>
+        </div>
-          <div>
+      </div>
-            <div class="mb-4 media">
+      <h2 class="h4 mb-3">Market</h2>
-              <!--<img src="" class="mr-3" />-->
+      <div class="mb-5">
-              <div class="media-body">
+        <div class="mb-4 media">
-                <h5 class="mt-0">Buy and Hold</h5>
+          <div class="media-body">
-                <div class="mb-1">
+            <h3 class="h5 mt-0">Fear & Greed Index</h3>
-                  Buy and hold is a passive investment strategy where you buy
+            <div class="mb-1">
-                  assets and hold them for a long period regardless of
+              The fear and greed index was developed by <i>CNNMoney</i> to
-                  fluctuations in the market.
+              measure the primary emotions (fear and greed) that influence how
-                </div>
+              much investors are willing to pay for stocks.
-                <div>
-                  <a
-                    href="https://www.investopedia.com/terms/b/buyandhold.asp"
-                    target="_blank"
-                    >Buy and Hold →</a
-                  >
-                </div>
-              </div>
             </div>
-            <div class="mb-4 media">
+            <div>
-              <!--<img src="" class="mr-3" />-->
+              <a
-              <div class="media-body">
+                href="https://money.cnn.com/data/fear-and-greed/"
-                <h5 class="mt-0">Dollar-Cost Averaging (DCA)</h5>
+                target="_blank"
-                <div class="mb-1">
+                >Fear & Greed Index →</a
-                  Dollar-cost averaging is an investment strategy where you
+              >
-                  split the total amount to be invested across periodic
-                  purchases of a target asset to reduce the impact of volatility
-                  on the overall purchase.
-                </div>
-                <div>
-                  <a
-                    href="https://www.investopedia.com/terms/d/dollarcostaveraging.asp"
-                    target="_blank"
-                    >Dollar-Cost Averaging →</a
-                  >
-                </div>
-              </div>
-            </div>
-            <div class="media">
-              <!--<img src="" class="mr-3" />-->
-              <div class="media-body">
-                <h5 class="mt-0">Financial Independence</h5>
-                <div class="mb-1">
-                  Financial independence is the status of having enough income,
-                  for example with a passive income like dividends, to cover
-                  your living expenses for the rest of your life.
-                </div>
-                <div>
-                  <a
-                    href="https://en.wikipedia.org/wiki/Financial_independence"
-                    target="_blank"
-                    >Financial Independence →</a
-                  >
-                </div>
-              </div>
             </div>
           </div>
-        </mat-card-content>
+        </div>
-      </mat-card>
+        <div class="media">
+          <div class="media-body">
+            <h3 class="h5 mt-0">Inflation Chart</h3>
+            <div class="mb-1">
+              Inflation Chart helps you find the intrinsic value of stock
+              markets, stock prices, goods and services by adjusting them to the
+              amount of the money supply (M0, M1, M2) or price of other goods
+              (food or oil).
+            </div>
+            <div>
+              <a href="https://inflationchart.com" target="_blank"
+                >Inflation Chart →</a
+              >
+            </div>
+          </div>
+        </div>
+      </div>
+      <h2 class="h4 mb-3">Glossary</h2>
+      <div>
+        <div class="mb-4 media">
+          <div class="media-body">
+            <h3 class="h5 mt-0">Buy and Hold</h3>
+            <div class="mb-1">
+              Buy and hold is a passive investment strategy where you buy assets
+              and hold them for a long period regardless of fluctuations in the
+              market.
+            </div>
+            <div>
+              <a
+                href="https://www.investopedia.com/terms/b/buyandhold.asp"
+                target="_blank"
+                >Buy and Hold →</a
+              >
+            </div>
+          </div>
+        </div>
+        <div class="mb-4 media">
+          <div class="media-body">
+            <h3 class="h5 mt-0">Dollar-Cost Averaging (DCA)</h3>
+            <div class="mb-1">
+              Dollar-cost averaging is an investment strategy where you split
+              the total amount to be invested across periodic purchases of a
+              target asset to reduce the impact of volatility on the overall
+              purchase.
+            </div>
+            <div>
+              <a
+                href="https://www.investopedia.com/terms/d/dollarcostaveraging.asp"
+                target="_blank"
+                >Dollar-Cost Averaging →</a
+              >
+            </div>
+          </div>
+        </div>
+        <div class="media">
+          <div class="media-body">
+            <h3 class="h5 mt-0">Financial Independence</h3>
+            <div class="mb-1">
+              Financial independence is the status of having enough income, for
+              example with a passive income like dividends, to cover your living
+              expenses for the rest of your life.
+            </div>
+            <div>
+              <a
+                href="https://en.wikipedia.org/wiki/Financial_independence"
+                target="_blank"
+                >Financial Independence →</a
+              >
+            </div>
+          </div>
+        </div>
+      </div>
     </div>
   </div>
 </div>

apps/client/src/app/pages/resources/resources-page.scss

@@ -2,14 +2,12 @@
   color: rgb(var(--dark-primary-text));
   display: block;
 
-  .mat-card {
+  a {
-    a {
+    color: rgba(var(--palette-primary-500), 1);
-      color: rgba(var(--palette-primary-500), 1);
+    font-weight: 500;
-      font-weight: 500;
 
-      &:hover {
+    &:hover {
-        color: rgba(var(--palette-primary-300), 1);
+      color: rgba(var(--palette-primary-300), 1);
-      }
     }
   }
 }

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

@@ -19,6 +19,7 @@ import {
   AdminData,
   AdminMarketData,
   Export,
+  Filter,
   InfoItem,
   PortfolioChart,
   PortfolioDetails,
@@ -33,7 +34,7 @@ import { permissions } from '@ghostfolio/common/permissions';
 import { DateRange } from '@ghostfolio/common/types';
 import { DataSource, Order as OrderModel } from '@prisma/client';
 import { parseISO } from 'date-fns';
-import { cloneDeep } from 'lodash';
+import { cloneDeep, groupBy } from 'lodash';
 import { Observable } from 'rxjs';
 import { map } from 'rxjs/operators';
 
@@ -182,9 +183,42 @@ export class DataService {
     );
   }
 
-  public fetchPortfolioDetails(aParams: { [param: string]: any }) {
+  public fetchPortfolioDetails({ filters }: { filters?: Filter[] }) {
+    let params = new HttpParams();
+
+    if (filters?.length > 0) {
+      const { account: filtersByAccount, tag: filtersByTag } = groupBy(
+        filters,
+        (filter) => {
+          return filter.type;
+        }
+      );
+
+      if (filtersByAccount) {
+        params = params.append(
+          'accounts',
+          filtersByAccount
+            .map(({ id }) => {
+              return id;
+            })
+            .join(',')
+        );
+      }
+
+      if (filtersByTag) {
+        params = params.append(
+          'tags',
+          filtersByTag
+            .map(({ id }) => {
+              return id;
+            })
+            .join(',')
+        );
+      }
+    }
+
     return this.http.get<PortfolioDetails>('/api/v1/portfolio/details', {
-      params: aParams
+      params
     });
   }
 

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

@@ -0,0 +1,59 @@
+import { Injectable } from '@angular/core';
+import { capitalize } from '@ghostfolio/common/helper';
+import { Export } from '@ghostfolio/common/interfaces';
+import { Type } from '@prisma/client';
+import { format, parseISO } from 'date-fns';
+
+@Injectable({
+  providedIn: 'root'
+})
+export class IcsService {
+  private readonly ICS_DATE_FORMAT = 'yyyyMMdd';
+  private readonly ICS_LINE_BREAK = '\r\n';
+
+  public constructor() {}
+
+  public transformActivitiesToIcsContent(
+    aActivities: Export['activities']
+  ): string {
+    const header = [
+      'BEGIN:VCALENDAR',
+      'VERSION:2.0',
+      'PRODID:-//Ghostfolio//NONSGML v1.0//EN'
+    ];
+    const events = aActivities.map((activity) => {
+      return this.getEvent({
+        date: parseISO(activity.date),
+        id: activity.id,
+        symbol: activity.symbol,
+        type: activity.type
+      });
+    });
+    const footer = ['END:VCALENDAR'];
+
+    return [...header, ...events, ...footer].join(this.ICS_LINE_BREAK);
+  }
+
+  private getEvent({
+    date,
+    id,
+    symbol,
+    type
+  }: {
+    date: Date;
+    id: string;
+    symbol: string;
+    type: Type;
+  }) {
+    const today = format(new Date(), this.ICS_DATE_FORMAT);
+
+    return [
+      'BEGIN:VEVENT',
+      `UID:${id}`,
+      `DTSTAMP:${today}T000000`,
+      `DTSTART;VALUE=DATE:${format(date, this.ICS_DATE_FORMAT)}`,
+      `SUMMARY:${capitalize(type)} ${symbol}`,
+      'END:VEVENT'
+    ].join(this.ICS_LINE_BREAK);
+  }
+}

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

@@ -3,7 +3,7 @@ import { Injectable } from '@angular/core';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Account, DataSource, Type } from '@prisma/client';
 import { parse } from 'date-fns';
-import { isNumber } from 'lodash';
+import { isFinite } from 'lodash';
 import { parse as csvToJson } from 'papaparse';
 import { EMPTY } from 'rxjs';
 import { catchError } from 'rxjs/operators';
@@ -185,7 +185,7 @@ export class ImportTransactionsService {
     item = this.lowercaseKeys(item);
 
     for (const key of ImportTransactionsService.FEE_KEYS) {
-      if ((item[key] || item[key] === 0) && isNumber(item[key])) {
+      if (isFinite(item[key])) {
         return item[key];
       }
     }
@@ -208,7 +208,7 @@ export class ImportTransactionsService {
     item = this.lowercaseKeys(item);
 
     for (const key of ImportTransactionsService.QUANTITY_KEYS) {
-      if (item[key] && isNumber(item[key])) {
+      if (isFinite(item[key])) {
         return item[key];
       }
     }
@@ -288,7 +288,7 @@ export class ImportTransactionsService {
     item = this.lowercaseKeys(item);
 
     for (const key of ImportTransactionsService.UNIT_PRICE_KEYS) {
-      if (item[key] && isNumber(item[key])) {
+      if (isFinite(item[key])) {
         return item[key];
       }
     }

apps/client/tsconfig.app.json

@@ -5,5 +5,6 @@
     "types": ["node"],
     "typeRoots": ["../node_modules/@types"]
   },
-  "files": ["src/main.ts", "src/polyfills.ts"]
+  "files": ["src/main.ts", "src/polyfills.ts"],
+  "exclude": ["jest.config.ts"]
 }

apps/client/tsconfig.editor.json

@@ -3,5 +3,6 @@
   "include": ["**/*.ts"],
   "compilerOptions": {
     "types": ["jest", "node"]
-  }
+  },
+  "exclude": ["jest.config.ts"]
 }

apps/client/tsconfig.spec.json

@@ -6,5 +6,5 @@
     "types": ["jest", "node"]
   },
   "files": ["src/test-setup.ts"],
-  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts"]
+  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts", "jest.config.ts"]
 }

libs/common/jest.config.ts

@@ -1,6 +1,6 @@
 module.exports = {
   displayName: 'common',
-  preset: '../../jest.preset.js',
+
   globals: {
     'ts-jest': { tsconfig: '<rootDir>/tsconfig.spec.json' }
   },
@@ -8,5 +8,6 @@ module.exports = {
     '^.+\\.[tj]sx?$': 'ts-jest'
   },
   moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],
-  coverageDirectory: '../../coverage/libs/common'
+  coverageDirectory: '../../coverage/libs/common',
+  preset: '../../jest.preset.ts'
 };

libs/common/src/lib/config.ts

@@ -44,8 +44,12 @@ export const warnColorRgb = {
 
 export const ASSET_SUB_CLASS_EMERGENCY_FUND = 'EMERGENCY_FUND';
 
+export const DATA_GATHERING_QUEUE = 'DATA_GATHERING_QUEUE';
+
 export const DEFAULT_DATE_FORMAT_MONTH_YEAR = 'MMM yyyy';
 
+export const GATHER_ASSET_PROFILE_PROCESS = 'GATHER_ASSET_PROFILE';
+
 export const PROPERTY_COUPONS = 'COUPONS';
 export const PROPERTY_CURRENCIES = 'CURRENCIES';
 export const PROPERTY_IS_READ_ONLY_MODE = 'IS_READ_ONLY_MODE';

libs/common/src/lib/helper.ts

@@ -12,17 +12,28 @@ export function decodeDataSource(encodedDataSource: string) {
   return Buffer.from(encodedDataSource, 'hex').toString();
 }
 
-export function downloadAsFile(
+export function downloadAsFile({
-  aContent: unknown,
+  content,
-  aFileName: string,
+  contentType = 'text/plain',
-  aContentType: string
+  fileName,
-) {
+  format
+}: {
+  content: unknown;
+  contentType?: string;
+  fileName: string;
+  format: 'json' | 'string';
+}) {
   const a = document.createElement('a');
-  const file = new Blob([JSON.stringify(aContent, undefined, '  ')], {
+
-    type: aContentType
+  if (format === 'json') {
+    content = JSON.stringify(content, undefined, '  ');
+  }
+
+  const file = new Blob([<string>content], {
+    type: contentType
   });
   a.href = URL.createObjectURL(file);
-  a.download = aFileName;
+  a.download = fileName;
   a.click();
 }
 

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

@@ -5,5 +5,14 @@ export interface Export {
     date: string;
     version: string;
   };
-  activities: Partial<Order>[];
+  activities: (Omit<
+    Order,
+    | 'accountUserId'
+    | 'createdAt'
+    | 'date'
+    | 'isDraft'
+    | 'symbolProfileId'
+    | 'updatedAt'
+    | 'userId'
+  > & { date: string; symbol: string })[];
 }

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

@@ -0,0 +1,5 @@
+export interface Filter {
+  id: string;
+  label?: string;
+  type: 'account' | 'tag';
+}

libs/common/src/lib/interfaces/historical-data-item.interface.ts

@@ -0,0 +1,6 @@
+export interface HistoricalDataItem {
+  averagePrice?: number;
+  date: string;
+  grossPerformancePercent?: number;
+  value: number;
+}

libs/common/src/lib/interfaces/index.ts

@@ -8,6 +8,8 @@ import {
 } from './admin-market-data.interface';
 import { Coupon } from './coupon.interface';
 import { Export } from './export.interface';
+import { Filter } from './filter.interface';
+import { HistoricalDataItem } from './historical-data-item.interface';
 import { InfoItem } from './info-item.interface';
 import { PortfolioChart } from './portfolio-chart.interface';
 import { PortfolioDetails } from './portfolio-details.interface';
@@ -38,6 +40,8 @@ export {
   AdminMarketDataItem,
   Coupon,
   Export,
+  Filter,
+  HistoricalDataItem,
   InfoItem,
   PortfolioChart,
   PortfolioDetails,

libs/common/src/lib/interfaces/info-item.interface.ts

@@ -1,3 +1,5 @@
+import { Tag } from '@prisma/client';
+
 import { Statistics } from './statistics.interface';
 import { Subscription } from './subscription.interface';
 
@@ -13,4 +15,5 @@ export interface InfoItem {
   stripePublicKey?: string;
   subscriptions: Subscription[];
   systemMessage?: string;
+  tags: Tag[];
 }

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

@@ -1,4 +1,4 @@
-import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
+import { HistoricalDataItem } from './historical-data-item.interface';
 
 export interface PortfolioChart {
   hasError: boolean;

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

@@ -1,7 +1,6 @@
-import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 
-import { Market } from '../types';
+import { Market, MarketState } from '../types';
 import { Country } from './country.interface';
 import { Sector } from './sector.interface';
 

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

@@ -1,5 +1,5 @@
-import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { AssetClass, DataSource } from '@prisma/client';
+import { MarketState } from '../types';
 
 export interface Position {
   assetClass: AssetClass;

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

@@ -1,10 +1,12 @@
-import { Access } from '@ghostfolio/api/app/user/interfaces/access.interface';
+import { Account, Tag } from '@prisma/client';
-import { Account } from '@prisma/client';
 
 import { UserSettings } from './user-settings.interface';
 
 export interface User {
-  access: Access[];
+  access: {
+    alias?: string;
+    id: string;
+  }[];
   accounts: Account[];
   alias?: string;
   id: string;
@@ -14,4 +16,5 @@ export interface User {
     expiresAt?: Date;
     type: 'Basic' | 'Premium';
   };
+  tags: Tag[];
 }

libs/common/src/lib/types/index.ts

@@ -2,6 +2,7 @@ import type { AccessWithGranteeUser } from './access-with-grantee-user.type';
 import { AccountWithValue } from './account-with-value.type';
 import type { DateRange } from './date-range.type';
 import type { Granularity } from './granularity.type';
+import { MarketState } from './market-state-type';
 import { Market } from './market.type';
 import type { OrderWithAccount } from './order-with-account.type';
 import type { RequestWithUser } from './request-with-user.type';
@@ -13,6 +14,7 @@ export type {
   DateRange,
   Granularity,
   Market,
+  MarketState,
   OrderWithAccount,
   RequestWithUser,
   ToggleOption

libs/common/src/lib/types/market-state-type.ts

@@ -0,0 +1 @@
+export type MarketState = 'closed' | 'delayed' | 'open';

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

@@ -1,8 +1,9 @@
-import { Account, Order, Platform, SymbolProfile } from '@prisma/client';
+import { Account, Order, Platform, SymbolProfile, Tag } from '@prisma/client';
 
 type AccountWithPlatform = Account & { Platform?: Platform };
 
 export type OrderWithAccount = Order & {
   Account?: AccountWithPlatform;
   SymbolProfile?: SymbolProfile;
+  tags?: Tag[];
 };

libs/common/tsconfig.lib.json

@@ -5,5 +5,5 @@
     "types": []
   },
   "include": ["**/*.ts"],
-  "exclude": ["**/*.spec.ts", "**/*.test.ts"]
+  "exclude": ["**/*.spec.ts", "**/*.test.ts", "jest.config.ts"]
 }

libs/common/tsconfig.spec.json

@@ -14,6 +14,7 @@
     "**/*.test.js",
     "**/*.spec.jsx",
     "**/*.test.jsx",
-    "**/*.d.ts"
+    "**/*.d.ts",
+    "jest.config.ts"
   ]
 }

libs/ui/.storybook/tsconfig.json

@@ -3,6 +3,6 @@
   "compilerOptions": {
     "emitDecoratorMetadata": true
   },
-  "exclude": ["../**/*.spec.ts", "../**/*.test.ts"],
+  "exclude": ["../**/*.spec.ts", "../**/*.test.ts", "jest.config.ts"],
   "include": ["../src/**/*", "*.js"]
 }

libs/ui/jest.config.ts

@@ -1,6 +1,6 @@
 module.exports = {
   displayName: 'ui',
-  preset: '../../jest.preset.js',
+
   setupFilesAfterEnv: ['<rootDir>/src/test-setup.ts'],
   globals: {
     'ts-jest': {
@@ -17,5 +17,6 @@ module.exports = {
     'jest-preset-angular/build/serializers/no-ng-attributes',
     'jest-preset-angular/build/serializers/ng-snapshot',
     'jest-preset-angular/build/serializers/html-comment'
-  ]
+  ],
+  preset: '../../jest.preset.ts'
 };

libs/ui/src/lib/activities-filter/activities-filter.component.html

@@ -0,0 +1,38 @@
+<mat-form-field appearance="outline" class="w-100">
+  <ion-icon class="mr-1" matPrefix name="search-outline"></ion-icon>
+  <mat-chip-list #chipList aria-label="Search keywords">
+    <mat-chip
+      *ngFor="let filter of selectedFilters"
+      class="mx-1 my-0 px-2 py-0"
+      matChipRemove
+      [removable]="true"
+      (removed)="onRemoveFilter(filter)"
+    >
+      {{ filter.label | gfSymbol }}
+      <ion-icon class="ml-2" matPrefix name="close-outline"></ion-icon>
+    </mat-chip>
+    <input
+      #searchInput
+      name="close-outline"
+      [formControl]="searchControl"
+      [matAutocomplete]="autocomplete"
+      [matChipInputFor]="chipList"
+      [matChipInputSeparatorKeyCodes]="separatorKeysCodes"
+      [placeholder]="placeholder"
+      (matChipInputTokenEnd)="onAddFilter($event)"
+    />
+  </mat-chip-list>
+  <mat-autocomplete
+    #autocomplete="matAutocomplete"
+    (optionSelected)="onSelectFilter($event)"
+  >
+    <mat-option *ngFor="let filter of filters | async" [value]="filter">
+      {{ filter.label | gfSymbol }}
+    </mat-option>
+  </mat-autocomplete>
+  <mat-spinner
+    matSuffix
+    [diameter]="20"
+    [ngClass]="{ 'd-none': !isLoading }"
+  ></mat-spinner>
+</mat-form-field>

libs/ui/src/lib/activities-filter/activities-filter.component.scss

@@ -0,0 +1,36 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+
+  ::ng-deep {
+    .mat-form-field-infix {
+      border-top: 0 solid transparent !important;
+    }
+
+    .mat-spinner {
+      circle {
+        stroke: rgba(var(--dark-dividers));
+      }
+    }
+  }
+
+  .mat-chip {
+    cursor: pointer;
+    min-height: 1.5rem !important;
+  }
+}
+
+:host-context(.is-dark-theme) {
+  .mat-form-field {
+    color: rgba(var(--light-primary-text));
+  }
+
+  ::ng-deep {
+    .mat-spinner {
+      circle {
+        stroke: rgba(var(--light-dividers));
+      }
+    }
+  }
+}