Release 1.140.0 (#852)

* Add symbol profile overrides model

* Update changelog

.github/FUNDING.yml

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

CHANGELOG.md

@@ -5,6 +5,68 @@ 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).
 
+## 1.140.0 - 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

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)

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.service.ts

@@ -52,9 +52,15 @@ export class InfoService {
     }
 
     if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
-      info.fearAndGreedDataSource = encodeDataSource(
-        ghostfolioFearAndGreedIndexDataSource
-      );
+      if (
+        this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') === true
+      ) {
+        info.fearAndGreedDataSource = encodeDataSource(
+          ghostfolioFearAndGreedIndexDataSource
+        );
+      } else {
+        info.fearAndGreedDataSource = ghostfolioFearAndGreedIndexDataSource;
+      }
     }
 
     if (this.configurationService.get('ENABLE_FEATURE_IMPORT')) {

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/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/user/update-user-setting.dto.ts

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

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

@@ -17,8 +17,6 @@ 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

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

@@ -16,17 +16,17 @@ 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';
 import yahooFinance from 'yahoo-finance2';
-import type { Price } from 'yahoo-finance2/dist/esm/src/modules/quoteSummary-iface';
+import type {
+  Price,
+  QuoteSummaryResult
+} from 'yahoo-finance2/dist/esm/src/modules/quoteSummary-iface';
 
 @Injectable()
 export class YahooFinanceService implements DataProviderInterface {
-  private readonly yahooFinanceHostname = 'https://query1.finance.yahoo.com';
-
   public constructor(
     private readonly cryptocurrencyService: CryptocurrencyService
   ) {}
@@ -92,8 +92,7 @@ export class YahooFinanceService implements DataProviderInterface {
       response.assetSubClass = assetSubClass;
       response.currency = assetProfile.price.currency;
       response.dataSource = this.getName();
-      response.name =
-        assetProfile.price.longName || assetProfile.price.shortName || symbol;
+      response.name = this.formatName(assetProfile);
       response.symbol = aSymbol;
 
       if (
@@ -244,16 +243,7 @@ export class YahooFinanceService implements DataProviderInterface {
     const items: LookupItem[] = [];
 
     try {
-      const get = bent(
-        `${this.yahooFinanceHostname}/v1/finance/search?q=${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 searchResult = await yahooFinance.search(aQuery);
 
       const quotes = searchResult.quotes
         .filter((quote) => {
@@ -279,20 +269,24 @@ export class YahooFinanceService implements DataProviderInterface {
           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)) {
-        const quote = quotes.find((currentQuote: any) => {
-          return currentQuote.symbol === symbol;
+      for (const marketDataItem of marketData) {
+        const quote = quotes.find((currentQuote) => {
+          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
         });
@@ -304,6 +298,25 @@ export class YahooFinanceService implements DataProviderInterface {
     return { items };
   }
 
+  private formatName(aAssetProfile: QuoteSummaryResult) {
+    let name = aAssetProfile.price.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 - ', '');
+    }
+
+    return name || aAssetProfile.price.shortName || aAssetProfile.price.symbol;
+  }
+
   private parseAssetClass(aPrice: Price): {
     assetClass: AssetClass;
     assetSubClass: AssetSubClass;

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[] {
-    return symbolProfiles.map((symbolProfile) => ({
-      ...symbolProfile,
-      countries: this.getCountries(symbolProfile),
-      scraperConfiguration: this.getScraperConfiguration(symbolProfile),
-      sectors: this.getSectors(symbolProfile),
-      symbolMapping: this.getSymbolMapping(symbolProfile)
-    }));
+  private getSymbols(
+    symbolProfiles: (SymbolProfile & {
+      SymbolProfileOverrides: SymbolProfileOverrides;
+    })[]
+  ): EnhancedSymbolProfile[] {
+    return symbolProfiles.map((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/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)">
-          Edit
+        <button mat-menu-item (click)="onUpdateAccount(element)">
+          <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.html

@@ -68,12 +68,12 @@
                 </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/position/position-detail-dialog/position-detail-dialog.component.ts

@@ -211,14 +211,14 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
       )
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((data) => {
-        downloadAsFile(
-          data,
-          `ghostfolio-export-${this.SymbolProfile?.symbol}-${format(
+        downloadAsFile({
+          content: data,
+          fileName: `ghostfolio-export-${this.SymbolProfile?.symbol}-${format(
             parseISO(data.meta.date),
             'yyyyMMddHHmm'
           )}.json`,
-          'text/plain'
-        );
+          format: 'json'
+        });
       });
   }
 

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

@@ -109,38 +109,39 @@
         <mat-card-content>
           <div class="row">
             <div class="col-xs-12 col-md-4 my-2">
-              <h3 class="mb-0">{{ statistics?.activeUsers1d || '-' }}</h3>
-              <div class="h6 mb-0">
-                <span i18n>Active Users</span>&nbsp;<small class="text-muted"
-                  >(Last 24 hours)</small
-                >
-              </div>
+              <gf-value
+                label="Active Users"
+                size="large"
+                subLabel="(Last 24 hours)"
+                [value]="statistics?.activeUsers1d ?? '-'"
+              ></gf-value>
             </div>
             <div class="col-xs-12 col-md-4 my-2">
-              <h3 class="mb-0">{{ statistics?.newUsers30d ?? '-' }}</h3>
-              <div class="h6 mb-0">
-                <span i18n>New Users</span>&nbsp;<small class="text-muted"
-                  >(Last 30 days)</small
-                >
-              </div>
+              <gf-value
+                label="New Users"
+                size="large"
+                subLabel="(Last 30 days)"
+                [value]="statistics?.newUsers30d ?? '-'"
+              ></gf-value>
             </div>
             <div class="col-xs-12 col-md-4 my-2">
-              <h3 class="mb-0">{{ statistics?.activeUsers30d ?? '-' }}</h3>
-              <div class="h6 mb-0">
-                <span i18n>Active Users</span>&nbsp;<small class="text-muted"
-                  >(Last 30 days)</small
-                >
-              </div>
+              <gf-value
+                label="Active Users"
+                size="large"
+                subLabel="(Last 30 days)"
+                [value]="statistics?.activeUsers30d ?? '-'"
+              ></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">
-                  {{ statistics?.slackCommunityUsers ?? '-' }}
-                </h3>
-                <div class="h6 mb-0" i18n>Users in Slack community</div>
+                <gf-value
+                  label="Users in Slack community"
+                  size="large"
+                  [value]="statistics?.slackCommunityUsers ?? '-'"
+                ></gf-value>
               </a>
             </div>
             <div class="col-xs-12 col-md-4 my-2">
@@ -148,10 +149,11 @@
                 class="d-block"
                 href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
               >
-                <h3 class="mb-0">
-                  {{ statistics?.gitHubContributors ?? '-' }}
-                </h3>
-                <div class="h6 mb-0" i18n>Contributors on GitHub</div>
+                <gf-value
+                  label="Contributors on GitHub"
+                  size="large"
+                  [value]="statistics?.gitHubContributors ?? '-'"
+                ></gf-value>
               </a>
             </div>
             <div class="col-xs-12 col-md-4 my-2">
@@ -159,8 +161,11 @@
                 class="d-block"
                 href="https://github.com/ghostfolio/ghostfolio/stargazers"
               >
-                <h3 class="mb-0">{{ statistics?.gitHubStargazers ?? '-' }}</h3>
-                <div class="h6 mb-0" i18n>Stars on GitHub</div>
+                <gf-value
+                  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/portfolio/fire/fire-page.component.ts

@@ -68,6 +68,13 @@ export class FirePageComponent implements OnDestroy, OnInit {
       });
   }
 
+  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"
@@ -60,6 +60,8 @@
       [deviceType]="deviceType"
       [fireWealth]="fireWealth?.toNumber()"
       [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

@@ -46,6 +46,7 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
   public filteredLookupItemsObservable: Observable<LookupItem[]>;
   public isLoading = false;
   public platforms: { id: string; name: string }[];
+  public total = 0;
   public Validators = Validators;
 
   private unsubscribeSubject = new Subject<void>();
@@ -89,6 +90,25 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
       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 +120,11 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
           const filteredLookupItemsObservable =
             this.dataService.fetchSymbols(query);
 
-          filteredLookupItemsObservable.subscribe((filteredLookupItems) => {
-            this.filteredLookupItems = filteredLookupItems;
-          });
+          filteredLookupItemsObservable
+            .pipe(takeUntil(this.unsubscribeSubject))
+            .subscribe((filteredLookupItems) => {
+              this.filteredLookupItems = filteredLookupItems;
+            });
 
           return filteredLookupItemsObservable;
         }
@@ -111,45 +133,47 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
       })
     );
 
-    this.activityForm.controls['type'].valueChanges.subscribe((type: Type) => {
-      if (type === 'ITEM') {
-        this.activityForm.controls['accountId'].removeValidators(
-          Validators.required
-        );
-        this.activityForm.controls['accountId'].updateValueAndValidity();
-        this.activityForm.controls['currency'].setValue(
-          this.data.user.settings.baseCurrency
-        );
-        this.activityForm.controls['dataSource'].removeValidators(
-          Validators.required
-        );
-        this.activityForm.controls['dataSource'].updateValueAndValidity();
-        this.activityForm.controls['name'].setValidators(Validators.required);
-        this.activityForm.controls['name'].updateValueAndValidity();
-        this.activityForm.controls['quantity'].setValue(1);
-        this.activityForm.controls['searchSymbol'].removeValidators(
-          Validators.required
-        );
-        this.activityForm.controls['searchSymbol'].updateValueAndValidity();
-      } else {
-        this.activityForm.controls['accountId'].setValidators(
-          Validators.required
-        );
-        this.activityForm.controls['accountId'].updateValueAndValidity();
-        this.activityForm.controls['dataSource'].setValidators(
-          Validators.required
-        );
-        this.activityForm.controls['dataSource'].updateValueAndValidity();
-        this.activityForm.controls['name'].removeValidators(
-          Validators.required
-        );
-        this.activityForm.controls['name'].updateValueAndValidity();
-        this.activityForm.controls['searchSymbol'].setValidators(
-          Validators.required
-        );
-        this.activityForm.controls['searchSymbol'].updateValueAndValidity();
-      }
-    });
+    this.activityForm.controls['type'].valueChanges
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((type: Type) => {
+        if (type === 'ITEM') {
+          this.activityForm.controls['accountId'].removeValidators(
+            Validators.required
+          );
+          this.activityForm.controls['accountId'].updateValueAndValidity();
+          this.activityForm.controls['currency'].setValue(
+            this.data.user.settings.baseCurrency
+          );
+          this.activityForm.controls['dataSource'].removeValidators(
+            Validators.required
+          );
+          this.activityForm.controls['dataSource'].updateValueAndValidity();
+          this.activityForm.controls['name'].setValidators(Validators.required);
+          this.activityForm.controls['name'].updateValueAndValidity();
+          this.activityForm.controls['quantity'].setValue(1);
+          this.activityForm.controls['searchSymbol'].removeValidators(
+            Validators.required
+          );
+          this.activityForm.controls['searchSymbol'].updateValueAndValidity();
+        } else {
+          this.activityForm.controls['accountId'].setValidators(
+            Validators.required
+          );
+          this.activityForm.controls['accountId'].updateValueAndValidity();
+          this.activityForm.controls['dataSource'].setValidators(
+            Validators.required
+          );
+          this.activityForm.controls['dataSource'].updateValueAndValidity();
+          this.activityForm.controls['name'].removeValidators(
+            Validators.required
+          );
+          this.activityForm.controls['name'].updateValueAndValidity();
+          this.activityForm.controls['searchSymbol'].setValidators(
+            Validators.required
+          );
+          this.activityForm.controls['searchSymbol'].updateValueAndValidity();
+        }
+      });
 
     this.activityForm.controls['type'].setValue(this.data.activity?.type);
 

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

@@ -138,9 +138,9 @@
   <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/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(
-          data,
-          `ghostfolio-export-${format(
+        for (const activity of data.activities) {
+          delete activity.id;
+        }
+
+        downloadAsFile({
+          content: data,
+          fileName: `ghostfolio-export-${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/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>
-      <mat-card class="mb-3">
-        <mat-card-content>
-          <h4 class="mb-3">Market</h4>
-          <div class="mb-5">
-            <div class="mb-4 media">
-              <div class="media-body">
-                <h5 class="mt-0">Fear & Greed Index</h5>
-                <div class="mb-1">
-                  The fear and greed index was developed by <i>CNNMoney</i> to
-                  measure the primary emotions (fear and greed) that influence
-                  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>
+      <h1 class="d-flex h3 justify-content-center mb-3" i18n>Resources</h1>
+      <h2 class="h4 mb-3">Guides</h2>
+      <div class="mb-5">
+        <div class="mb-4 media">
+          <div class="media-body">
+            <h3 class="h5 mt-0">Boringly Getting Rich</h3>
+            <div class="mb-1">
+              The <i>Boringly Getting Rich</i> guide supports you to get started
+              with investing. It introduces a strategy utilizing a broadly
+              diversified, low-cost portfolio excluding the risks of individual
+              stocks.
             </div>
-            <div class="media">
-              <div class="media-body">
-                <h5 class="mt-0">Inflation Chart</h5>
-                <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>
+              <a href="https://herget.me/investing-guide" target="_blank"
+                >Boringly Getting Rich →</a
+              >
             </div>
           </div>
-          <h4 class="mb-3">Glossary</h4>
-          <div>
-            <div class="mb-4 media">
-              <!--<img src="" class="mr-3" />-->
-              <div class="media-body">
-                <h5 class="mt-0">Buy and Hold</h5>
-                <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>
+      <h2 class="h4 mb-3">Market</h2>
+      <div class="mb-5">
+        <div class="mb-4 media">
+          <div class="media-body">
+            <h3 class="h5 mt-0">Fear & Greed Index</h3>
+            <div class="mb-1">
+              The fear and greed index was developed by <i>CNNMoney</i> to
+              measure the primary emotions (fear and greed) that influence how
+              much investors are willing to pay for stocks.
             </div>
-            <div class="mb-4 media">
-              <!--<img src="" class="mr-3" />-->
-              <div class="media-body">
-                <h5 class="mt-0">Dollar-Cost Averaging (DCA)</h5>
-                <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">
-              <!--<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>
+              <a
+                href="https://money.cnn.com/data/fear-and-greed/"
+                target="_blank"
+                >Fear & Greed Index →</a
+              >
             </div>
           </div>
-        </mat-card-content>
-      </mat-card>
+        </div>
+        <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 {
-      color: rgba(var(--palette-primary-500), 1);
-      font-weight: 500;
+  a {
+    color: rgba(var(--palette-primary-500), 1);
+    font-weight: 500;
 
-      &:hover {
-        color: rgba(var(--palette-primary-300), 1);
-      }
+    &:hover {
+      color: rgba(var(--palette-primary-300), 1);
     }
   }
 }

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);
+  }
+}

libs/common/src/lib/helper.ts

@@ -12,17 +12,28 @@ export function decodeDataSource(encodedDataSource: string) {
   return Buffer.from(encodedDataSource, 'hex').toString();
 }
 
-export function downloadAsFile(
-  aContent: unknown,
-  aFileName: string,
-  aContentType: string
-) {
+export function downloadAsFile({
+  content,
+  contentType = 'text/plain',
+  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/ui/src/lib/activities-table/activities-table.component.html

@@ -271,6 +271,7 @@
       <td *matFooterCellDef class="d-none d-lg-table-cell px-1" mat-footer-cell>
         <div class="d-flex justify-content-end">
           <gf-value
+            *ngIf="totalValue !== null"
             [isAbsolute]="true"
             [isCurrency]="true"
             [locale]="locale"
@@ -302,6 +303,7 @@
       <td *matFooterCellDef class="d-lg-none d-xl-none px-1" mat-footer-cell>
         <div class="d-flex justify-content-end">
           <gf-value
+            *ngIf="totalValue !== null"
             [isAbsolute]="true"
             [isCurrency]="true"
             [locale]="locale"
@@ -356,11 +358,22 @@
             *ngIf="hasPermissionToExportActivities"
             class="align-items-center d-flex"
             mat-menu-item
+            [disabled]="dataSource.data.length === 0"
             (click)="onExport()"
           >
             <ion-icon class="mr-2" name="cloud-download-outline"></ion-icon>
             <span i18n>Export</span>
           </button>
+          <button
+            *ngIf="hasPermissionToExportActivities"
+            class="align-items-center d-flex"
+            mat-menu-item
+            [disabled]="!hasDrafts"
+            (click)="onExportDrafts()"
+          >
+            <ion-icon class="mr-2" name="calendar-clear-outline"></ion-icon>
+            <span i18n>Export Drafts as ICS</span>
+          </button>
         </mat-menu>
       </th>
       <td *matCellDef="let element" class="px-1 text-center" mat-cell>
@@ -374,14 +387,25 @@
           <ion-icon name="ellipsis-vertical"></ion-icon>
         </button>
         <mat-menu #activityMenu="matMenu" xPosition="before">
-          <button i18n mat-menu-item (click)="onUpdateActivity(element)">
-            Edit
+          <button mat-menu-item (click)="onUpdateActivity(element)">
+            <ion-icon class="mr-2" name="create-outline"></ion-icon>
+            <span i18n>Edit</span>
           </button>
-          <button i18n mat-menu-item (click)="onCloneActivity(element)">
-            Clone
+          <button mat-menu-item (click)="onCloneActivity(element)">
+            <ion-icon class="mr-2" name="copy-outline"></ion-icon>
+            <span i18n>Clone</span>
           </button>
-          <button i18n mat-menu-item (click)="onDeleteActivity(element.id)">
-            Delete
+          <button
+            mat-menu-item
+            [disabled]="!element.isDraft"
+            (click)="onExportDraft(element.id)"
+          >
+            <ion-icon class="mr-2" name="calendar-clear-outline"></ion-icon>
+            <span i18n>Export Draft as ICS</span>
+          </button>
+          <button mat-menu-item (click)="onDeleteActivity(element.id)">
+            <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+            <span i18n>Delete</span>
           </button>
         </mat-menu>
       </td>

libs/ui/src/lib/activities-table/activities-table.component.ts

@@ -56,6 +56,7 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
   @Output() activityToClone = new EventEmitter<OrderWithAccount>();
   @Output() activityToUpdate = new EventEmitter<OrderWithAccount>();
   @Output() export = new EventEmitter<string[]>();
+  @Output() exportDrafts = new EventEmitter<string[]>();
   @Output() import = new EventEmitter<void>();
 
   @ViewChild('autocomplete') matAutocomplete: MatAutocomplete;
@@ -68,6 +69,7 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
   public endOfToday = endOfToday();
   public filters$: Subject<string[]> = new BehaviorSubject([]);
   public filters: Observable<string[]> = this.filters$.asObservable();
+  public hasDrafts = false;
   public isAfter = isAfter;
   public isLoading = true;
   public isUUID = isUUID;
@@ -198,6 +200,22 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
     }
   }
 
+  public onExportDraft(aActivityId: string) {
+    this.exportDrafts.emit([aActivityId]);
+  }
+
+  public onExportDrafts() {
+    this.exportDrafts.emit(
+      this.dataSource.filteredData
+        .filter((activity) => {
+          return activity.isDraft;
+        })
+        .map((activity) => {
+          return activity.id;
+        })
+    );
+  }
+
   public onImport() {
     this.import.emit();
   }
@@ -234,6 +252,9 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
 
     this.filters$.next(this.allFilters);
 
+    this.hasDrafts = this.dataSource.data.some((activity) => {
+      return activity.isDraft === true;
+    });
     this.totalFees = this.getTotalFees();
     this.totalValue = this.getTotalValue();
   }
@@ -308,7 +329,7 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
         if (activity.type === 'BUY' || activity.type === 'ITEM') {
           totalValue = totalValue.plus(activity.valueInBaseCurrency);
         } else if (activity.type === 'SELL') {
-          totalValue = totalValue.minus(activity.valueInBaseCurrency);
+          return null;
         }
       } else {
         return null;

libs/ui/src/lib/fire-calculator/fire-calculator.component.ts

@@ -5,13 +5,15 @@ import {
   ChangeDetectionStrategy,
   ChangeDetectorRef,
   Component,
+  EventEmitter,
   Input,
   OnChanges,
   OnDestroy,
+  Output,
   ViewChild
 } from '@angular/core';
 import { FormBuilder, FormControl } from '@angular/forms';
-import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config';
+import { primaryColorRgb } from '@ghostfolio/common/config';
 import { transformTickToAbbreviation } from '@ghostfolio/common/helper';
 import {
   BarController,
@@ -21,6 +23,7 @@ import {
   LinearScale,
   Tooltip
 } from 'chart.js';
+import * as Color from 'color';
 import { isNumber } from 'lodash';
 import { Subject, takeUntil } from 'rxjs';
 
@@ -39,6 +42,9 @@ export class FireCalculatorComponent
   @Input() deviceType: string;
   @Input() fireWealth: number;
   @Input() locale: string;
+  @Input() savingsRate = 0;
+
+  @Output() savingsRateChanged = new EventEmitter<number>();
 
   @ViewChild('chartCanvas') chartCanvas;
 
@@ -72,7 +78,7 @@ export class FireCalculatorComponent
 
     this.calculatorForm.setValue({
       annualInterestRate: 5,
-      paymentPerPeriod: 500,
+      paymentPerPeriod: this.savingsRate,
       principalInvestmentAmount: 0,
       time: 10
     });
@@ -82,15 +88,28 @@ export class FireCalculatorComponent
       .subscribe(() => {
         this.initialize();
       });
+
+    this.calculatorForm
+      .get('paymentPerPeriod')
+      .valueChanges.pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((savingsRate) => {
+        this.savingsRateChanged.emit(savingsRate);
+      });
   }
 
   public ngAfterViewInit() {
     if (isNumber(this.fireWealth) && this.fireWealth >= 0) {
       setTimeout(() => {
         // Wait for the chartCanvas
-        this.calculatorForm.patchValue({
-          principalInvestmentAmount: this.fireWealth
-        });
+        this.calculatorForm.patchValue(
+          {
+            principalInvestmentAmount: this.fireWealth,
+            paymentPerPeriod: this.savingsRate ?? 0
+          },
+          {
+            emitEvent: false
+          }
+        );
         this.calculatorForm.get('principalInvestmentAmount').disable();
 
         this.changeDetectorRef.markForCheck();
@@ -102,9 +121,15 @@ export class FireCalculatorComponent
     if (isNumber(this.fireWealth) && this.fireWealth >= 0) {
       setTimeout(() => {
         // Wait for the chartCanvas
-        this.calculatorForm.patchValue({
-          principalInvestmentAmount: this.fireWealth
-        });
+        this.calculatorForm.patchValue(
+          {
+            principalInvestmentAmount: this.fireWealth,
+            paymentPerPeriod: this.savingsRate ?? 0
+          },
+          {
+            emitEvent: false
+          }
+        );
         this.calculatorForm.get('principalInvestmentAmount').disable();
 
         this.changeDetectorRef.markForCheck();
@@ -127,8 +152,10 @@ export class FireCalculatorComponent
     if (this.chartCanvas) {
       if (this.chart) {
         this.chart.data.labels = chartData.labels;
-        this.chart.data.datasets[0].data = chartData.datasets[0].data;
-        this.chart.data.datasets[1].data = chartData.datasets[1].data;
+
+        for (let index = 0; index < this.chart.data.datasets.length; index++) {
+          this.chart.data.datasets[index].data = chartData.datasets[index].data;
+        }
 
         this.chart.update();
       } else {
@@ -137,7 +164,24 @@ export class FireCalculatorComponent
           options: {
             plugins: {
               tooltip: {
+                itemSort: (a, b) => {
+                  // Reverse order
+                  return b.datasetIndex - a.datasetIndex;
+                },
+                mode: 'index',
                 callbacks: {
+                  footer: (items) => {
+                    const totalAmount = items.reduce(
+                      (a, b) => a + b.parsed.y,
+                      0
+                    );
+
+                    return `Total: ${new Intl.NumberFormat(this.locale, {
+                      currency: this.currency,
+                      currencyDisplay: 'code',
+                      style: 'currency'
+                    }).format(totalAmount)}`;
+                  },
                   label: (context) => {
                     let label = context.dataset.label || '';
 
@@ -211,16 +255,30 @@ export class FireCalculatorComponent
       labels.push(year);
     }
 
+    const datasetDeposit = {
+      backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
+      data: [],
+      label: 'Deposit'
+    };
+
     const datasetInterest = {
-      backgroundColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
+      backgroundColor: Color(
+        `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`
+      )
+        .lighten(0.5)
+        .hex(),
       data: [],
       label: 'Interest'
     };
 
-    const datasetPrincipal = {
-      backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
+    const datasetSavings = {
+      backgroundColor: Color(
+        `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`
+      )
+        .lighten(0.25)
+        .hex(),
       data: [],
-      label: 'Principal'
+      label: 'Savings'
     };
 
     for (let period = 1; period <= t; period++) {
@@ -232,8 +290,9 @@ export class FireCalculatorComponent
           r
         });
 
-      datasetPrincipal.data.push(principal.toNumber());
+      datasetDeposit.data.push(this.fireWealth);
       datasetInterest.data.push(interest.toNumber());
+      datasetSavings.data.push(principal.minus(this.fireWealth).toNumber());
 
       if (period === t) {
         this.projectedTotalAmount = totalAmount.toNumber();
@@ -242,7 +301,7 @@ export class FireCalculatorComponent
 
     return {
       labels,
-      datasets: [datasetPrincipal, datasetInterest]
+      datasets: [datasetDeposit, datasetSavings, datasetInterest]
     };
   }
 }

libs/ui/src/lib/value/value.component.html

@@ -10,14 +10,14 @@
       </ng-container>
       <div
         *ngIf="isPercent"
-        class="mb-0"
+        class="mb-0 value"
         [ngClass]="{ h2: size === 'large', h4: size === 'medium' }"
       >
         {{ formattedValue }}%
       </div>
       <div
         *ngIf="!isPercent"
-        class="mb-0"
+        class="mb-0 value"
         [ngClass]="{ h2: size === 'large', h4: size === 'medium' }"
       >
         <ng-container *ngIf="value === null">
@@ -36,7 +36,7 @@
     </ng-container>
     <ng-container *ngIf="isString">
       <div
-        class="mb-0 text-truncate"
+        class="mb-0 text-truncate value"
         [ngClass]="{ h2: size === 'large', h4: size === 'medium' }"
       >
         {{ formattedValue | titlecase }}
@@ -45,7 +45,8 @@
   </div>
   <ng-container *ngIf="label">
     <div *ngIf="size === 'large'">
-      {{ label }}
+      <span class="h6">{{ label }}</span>
+      <span *ngIf="subLabel" class="text-muted"> {{ subLabel }}</span>
     </div>
     <small *ngIf="size !== 'large'">
       {{ label }}

libs/ui/src/lib/value/value.component.scss

@@ -2,4 +2,8 @@
   display: flex;
   flex-direction: column;
   font-variant-numeric: tabular-nums;
+
+  .h2 {
+    line-height: 1;
+  }
 }

libs/ui/src/lib/value/value.component.ts

@@ -25,6 +25,7 @@ export class ValueComponent implements OnChanges {
   @Input() position = '';
   @Input() precision: number | undefined;
   @Input() size: 'large' | 'medium' | 'small' = 'small';
+  @Input() subLabel = '';
   @Input() value: number | string = '';
 
   public absoluteValue = 0;

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "1.136.0",
+  "version": "1.140.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "scripts": {
@@ -118,7 +118,7 @@
     "tslib": "2.0.0",
     "twitter-api-v2": "1.10.3",
     "uuid": "8.3.2",
-    "yahoo-finance2": "2.3.0",
+    "yahoo-finance2": "2.3.1",
     "zone.js": "0.11.4"
   },
   "devDependencies": {

prisma/migrations/20220422174935_added_symbol_profile_overrides/migration.sql

@@ -0,0 +1,15 @@
+-- CreateTable
+CREATE TABLE "SymbolProfileOverrides" (
+    "assetClass" "AssetClass",
+    "assetSubClass" "AssetSubClass",
+    "countries" JSONB,
+    "name" TEXT,
+    "sectors" JSONB,
+    "symbolProfileId" TEXT NOT NULL,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "SymbolProfileOverrides_pkey" PRIMARY KEY ("symbolProfileId")
+);
+
+-- AddForeignKey
+ALTER TABLE "SymbolProfileOverrides" ADD CONSTRAINT "SymbolProfileOverrides_symbolProfileId_fkey" FOREIGN KEY ("symbolProfileId") REFERENCES "SymbolProfile"("id") ON DELETE RESTRICT ON UPDATE CASCADE;

prisma/migrations/20220422183831_added_commodity_to_asset_sub_class/migration.sql

@@ -0,0 +1,2 @@
+-- AlterEnum
+ALTER TYPE "AssetSubClass" ADD VALUE 'COMMODITY';

prisma/schema.prisma

@@ -112,25 +112,37 @@ model Settings {
 }
 
 model SymbolProfile {
-  assetClass           AssetClass?
-  assetSubClass        AssetSubClass?
-  countries            Json?
-  createdAt            DateTime       @default(now())
-  currency             String
-  dataSource           DataSource
-  id                   String         @id @default(uuid())
-  name                 String?
-  Order                Order[]
-  updatedAt            DateTime       @updatedAt
-  scraperConfiguration Json?
-  sectors              Json?
-  symbol               String
-  symbolMapping        Json?
-  url                  String?
+  assetClass             AssetClass?
+  assetSubClass          AssetSubClass?
+  countries              Json?
+  createdAt              DateTime                @default(now())
+  currency               String
+  dataSource             DataSource
+  id                     String                  @id @default(uuid())
+  name                   String?
+  Order                  Order[]
+  updatedAt              DateTime                @updatedAt
+  scraperConfiguration   Json?
+  sectors                Json?
+  symbol                 String
+  symbolMapping          Json?
+  SymbolProfileOverrides SymbolProfileOverrides?
+  url                    String?
 
   @@unique([dataSource, symbol])
 }
 
+model SymbolProfileOverrides {
+  assetClass      AssetClass?
+  assetSubClass   AssetSubClass?
+  countries       Json?
+  name            String?
+  sectors         Json?
+  SymbolProfile   SymbolProfile @relation(fields: [symbolProfileId], references: [id])
+  symbolProfileId String        @id
+  updatedAt       DateTime      @updatedAt
+}
+
 model Subscription {
   createdAt DateTime @default(now())
   expiresAt DateTime
@@ -176,6 +188,7 @@ enum AssetClass {
 
 enum AssetSubClass {
   BOND
+  COMMODITY
   CRYPTOCURRENCY
   ETF
   MUTUALFUND

yarn.lock

@@ -18836,10 +18836,10 @@ y18n@^5.0.5:
   resolved "https://registry.yarnpkg.com/y18n/-/y18n-5.0.8.tgz#7f4934d0f7ca8c56f95314939ddcd2dd91ce1d55"
   integrity sha512-0pfFzegeDWJHJIAmTLRP2DwHjdF5s7jo9tuztdQxAhINCdvS+3nGINqPd00AphqJR/0LhANUS6/+7SCb98YOfA==
 
-yahoo-finance2@2.3.0:
-  version "2.3.0"
-  resolved "https://registry.yarnpkg.com/yahoo-finance2/-/yahoo-finance2-2.3.0.tgz#81bd76732dfd38aa5d7019a97caf0f938c0127c2"
-  integrity sha512-7oj8n/WJH9MtX+q99WbHdjEVPdobTX8IyYjg7v4sDOh4f9ByT2Frxmp+Uj+rctrO0EiiD9QWTuwV4h8AemGuCg==
+yahoo-finance2@2.3.1:
+  version "2.3.1"
+  resolved "https://registry.yarnpkg.com/yahoo-finance2/-/yahoo-finance2-2.3.1.tgz#d2cffbef78f6974e4e6a40487cc08ab133dc9fc5"
+  integrity sha512-QTXiiWgfrpVbSylchBgLqESZz+8+SyyDSqntjfZHxMIHa6d14xq+biNNDIeYd5SylcZ9Vt4zLmZXHN7EdLM1pA==
   dependencies:
     ajv "8.10.0"
     ajv-formats "2.1.1"