Release 1.175.0 (#1107)

* Set up FAQ page

* Update changelog

.env

@@ -14,4 +14,3 @@ ACCESS_TOKEN_SALT=<INSERT_RANDOM_STRING>
 ALPHA_VANTAGE_API_KEY=
 DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer
 JWT_SECRET_KEY=<INSERT_RANDOM_STRING>
-PORT=3333

.gitignore

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

CHANGELOG.md

@@ -5,6 +5,252 @@ 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).
 
+## 1.175.0 - 29.07.2022
+
+### Added
+
+- Set up a Frequently Asked Questions (FAQ) page
+- Added the savings rate to the investment timeline grouped by month
+
+### Fixed
+
+- Added the symbols to the activities in the account detail dialog
+
+## 1.174.0 - 27.07.2022
+
+### Added
+
+- Support a note for activities
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.173.0 - 23.07.2022
+
+### Fixed
+
+- Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `USX` to `USD`)
+
+## 1.172.0 - 23.07.2022
+
+### Added
+
+- Added a blog post: _Ghostfolio meets Internet Identity_
+
+## 1.171.0 - 22.07.2022
+
+### Added
+
+- Added _Internet Identity_ as a new social login provider
+
+### Changed
+
+- Improved the empty state of the
+  - _Analysis_ section
+  - _Holdings_ section
+  - performance chart on the home page
+
+### Fixed
+
+- Fixed the distorted tooltip in the performance chart on the home page
+- Fixed a calculation issue of the current month in the investment timeline grouped by month
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.170.0 - 19.07.2022
+
+### Added
+
+- Added support for the tags in the create or edit transaction dialog
+- Added support for the cryptocurrency _TerraUSD_ (`UST-USD`)
+
+### Changed
+
+- Removed the alias from the user interface as a preparation to remove it from the `User` database schema
+- Removed the activities import limit for users with a subscription
+
+### Todo
+
+- Rename the environment variable from `MAX_ORDERS_TO_IMPORT` to `MAX_ACTIVITIES_TO_IMPORT`
+
+## 1.169.0 - 14.07.2022
+
+### Added
+
+- Added support for the cryptocurrency _Songbird_ (`SGB1-USD`)
+- Added support for the cryptocurrency _Terra 2.0_ (`LUNA2-USD`)
+- Added a blog post
+
+### Changed
+
+- Refreshed the cryptocurrencies list to support more coins by default
+- Upgraded `date-fns` from version `2.22.1` to `2.28.0`
+
+## 1.168.0 - 10.07.2022
+
+### Added
+
+- Extended the investment timeline grouped by month
+
+### Changed
+
+- Handled an occasional currency pair inconsistency in the _Yahoo Finance_ service (`GBP=X` instead of `USDGBP=X`)
+
+### Fixed
+
+- Fixed the content height of the account detail dialog
+
+## 1.167.0 - 07.07.2022
+
+### Added
+
+- Added _Markets_ to the public pages
+
+### Changed
+
+- Improved the _Create Account_ link in the _Live Demo_
+- Upgraded `ngx-markdown` from version `13.0.0` to `14.0.1`
+
+### Fixed
+
+- Fixed an issue in the _Holdings_ section for users without a subscription
+
+## 1.166.0 - 30.06.2022
+
+### Added
+
+- Added an account detail dialog
+
+### Changed
+
+- Improved the label of the (symbol) search
+- Refactored the demo account as a route (`/demo`)
+- Upgraded `nestjs` from version `8.2.3` to `8.4.7`
+- Upgraded `prisma` from version `3.14.0` to `3.15.2`
+- Upgraded `yahoo-finance2` from version `2.3.2` to `2.3.3`
+- Upgraded `zone.js` from version `0.11.4` to `0.11.6`
+
+## 1.165.0 - 25.06.2022
+
+### Added
+
+- Added an icon and name column to the positions table
+- Added a reusable premium indicator component
+
+### Changed
+
+- Moved the positions table to a dedicated section (_Holdings_)
+- Changed the data gathering by symbol endpoint to delete data first
+
+## 1.164.0 - 23.06.2022
+
+### Added
+
+- Added the positions table including performance to the public page
+
+## 1.163.0 - 22.06.2022
+
+### Changed
+
+- Improved the onboarding for iOS
+
+## 1.162.0 - 18.06.2022
+
+### Added
+
+- Added a _Privacy Policy_ page
+
+### Changed
+
+- Simplified the header
+
+### Fixed
+
+- Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `ILA` to `ILS`)
+
+## 1.161.1 - 16.06.2022
+
+### Added
+
+- Added the vertical hover line to inspect data points in the performance chart on the home page
+
+### Changed
+
+- Improved the landing page
+- Upgraded `angular` from version `13.3.6` to `14.0.2`
+- Upgraded `Nx` from version `14.1.4` to `14.3.5`
+- Upgraded `storybook` from version `6.4.22` to `6.5.9`
+
+### Fixed
+
+- Improved the error handling of missing market prices
+
+## 1.160.0 - 15.06.2022
+
+### Fixed
+
+- Fixed the `No data provider has been found` error in the search (regression after `envalid` upgrade to `7.3.1` in Ghostfolio `1.157.0`)
+
+## 1.159.0 - 15.06.2022
+
+### Changed
+
+- Changed the default `HOST` to `0.0.0.0`
+- Refactored the endpoint of the public page (filter by equity)
+
+## 1.158.1 - 12.06.2022
+
+### Added
+
+- Extended the queue jobs view in the admin control panel by a data dialog
+
+### Changed
+
+- Exposed the environment variable `HOST`
+- Decreased the number of attempts of queue jobs from `20` to `10` (fail earlier)
+- Improved the message for data provider errors in the client
+- Changed the label from _Balance_ to _Cash Balance_ in the account dialog
+- Restructured the documentation for self-hosting
+
+## 1.157.0 - 11.06.2022
+
+### Added
+
+- Extended the queue jobs view in the admin control panel by the number of attempts and the status
+
+### Changed
+
+- Migrated the historical market data gathering to the queue design pattern
+- Refreshed the cryptocurrencies list to support more coins by default
+- Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 180 days
+- Upgraded `chart.js` from version `3.7.0` to `3.8.0`
+- Upgraded `envalid` from version `7.2.1` to `7.3.1`
+
+### Fixed
+
+- Reloaded the accounts of a user after creating, editing or deleting one
+- Excluded empty items in the activities filter
+
+## 1.156.0 - 05.06.2022
+
+### Added
+
+- Added the user id to the account page
+- Added a new view with jobs of the queue to the admin control panel
+
+### Changed
+
+- Simplified the features page
+- Restructured the _FIRE_ section
+- Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `4.1.0` to `5.2.1`
+
+### Fixed
+
+- Fixed the `docker-compose` files to resolve variables correctly
+
 ## 1.155.0 - 29.05.2022
 
 ### Added

Dockerfile

@@ -12,7 +12,7 @@ COPY ./package.json package.json
 COPY ./yarn.lock yarn.lock
 COPY ./prisma/schema.prisma prisma/schema.prisma
 
-RUN apk add --no-cache python3 g++ make openssl
+RUN apk add --no-cache python3 g++ make openssl git
 RUN yarn install
 
 # See https://github.com/nrwl/nx/issues/6586 for further details
@@ -22,7 +22,7 @@ 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.ts jest.preset.ts
+COPY ./jest.preset.js jest.preset.js
 COPY ./jest.config.ts jest.config.ts
 COPY ./tsconfig.base.json tsconfig.base.json
 COPY ./libs libs

README.md

@@ -12,7 +12,7 @@
     <strong>Open Source Wealth Management Software</strong>
   </p>
   <p>
-    <a href="https://ghostfol.io"><strong>Live Demo</strong></a> | <a href="https://ghostfol.io/pricing"><strong>Ghostfolio Premium</strong></a> | <a href="https://ghostfol.io/blog"><strong>Blog</strong></a> | <a href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"><strong>Slack</strong></a> | <a href="https://twitter.com/ghostfolio_"><strong>Twitter</strong></a>
+    <a href="https://ghostfol.io"><strong>Ghostfol.io</strong></a> | <a href="https://ghostfol.io/demo"><strong>Live Demo</strong></a> | <a href="https://ghostfol.io/pricing"><strong>Ghostfolio Premium</strong></a> | <a href="https://ghostfol.io/blog"><strong>Blog</strong></a> | <a href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"><strong>Slack</strong></a> | <a href="https://twitter.com/ghostfolio_"><strong>Twitter</strong></a>
   </p>
   <p>
     <a href="#contributing">
@@ -35,7 +35,7 @@
 
 Our official **[Ghostfolio Premium](https://ghostfol.io/pricing)** cloud offering is the easiest way to get started. Due to the time it saves, this will be the best option for most people. The revenue is used for covering the hosting costs.
 
-If you prefer to run Ghostfolio on your own infrastructure (self-hosting), please find further instructions in the section [Run with Docker](#run-with-docker-self-hosting).
+If you prefer to run Ghostfolio on your own infrastructure, please find further instructions in the [Self-hosting](#self-hosting) section.
 
 ## Why Ghostfolio?
 
@@ -79,47 +79,50 @@ The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://
 
 The frontend is built with [Angular](https://angular.io) and uses [Angular Material](https://material.angular.io) with utility classes from [Bootstrap](https://getbootstrap.com).
 
-## Run with Docker (self-hosting)
+## Self-hosting
 
-### Prerequisites
+### Run with Docker Compose
 
-- [Docker](https://www.docker.com/products/docker-desktop)
+#### Prerequisites
-- A local copy of this Git repository (clone)
 
-### a. Run environment
+- Basic knowledge of Docker
+- Installation of [Docker](https://www.docker.com/products/docker-desktop)
+- Local copy of this Git repository (clone)
+
+#### a. Run environment
 
 Run the following command to start the Docker images from [Docker Hub](https://hub.docker.com/r/ghostfolio/ghostfolio):
 
 ```bash
-docker-compose -f docker/docker-compose.yml up -d
+docker-compose --env-file ./.env -f docker/docker-compose.yml up -d
 ```
 
-#### Setup Database
+##### Setup Database
 
 Run the following command to setup the database once Ghostfolio is running:
 
 ```bash
-docker-compose -f docker/docker-compose.yml exec ghostfolio yarn database:setup
+docker-compose --env-file ./.env -f docker/docker-compose.yml exec ghostfolio yarn database:setup
 ```
 
-### b. Build and run environment
+#### b. Build and run environment
 
 Run the following commands to build and start the Docker images:
 
 ```bash
-docker-compose -f docker/docker-compose.build.yml build
+docker-compose --env-file ./.env -f docker/docker-compose.build.yml build
-docker-compose -f docker/docker-compose.build.yml up -d
+docker-compose --env-file ./.env -f docker/docker-compose.build.yml up -d
 ```
 
-#### Setup Database
+##### Setup Database
 
 Run the following command to setup the database once Ghostfolio is running:
 
 ```bash
-docker-compose -f docker/docker-compose.build.yml exec ghostfolio yarn database:setup
+docker-compose --env-file ./.env -f docker/docker-compose.build.yml exec ghostfolio yarn database:setup
 ```
 
-### Fetch Historical Data
+#### Fetch Historical Data
 
 Open http://localhost:3333 in your browser and accomplish these steps:
 
@@ -127,13 +130,13 @@ Open http://localhost:3333 in your browser and accomplish these steps:
 1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
 1. Click _Sign out_ and check out the _Live Demo_
 
-### Upgrade Version
+#### Upgrade Version
 
 1. Increase the version of the `ghostfolio/ghostfolio` Docker image in `docker/docker-compose.yml`
-1. Run the following command to start the new Docker image: `docker-compose -f docker/docker-compose.yml up -d`
+1. Run the following command to start the new Docker image: `docker-compose --env-file ./.env -f docker/docker-compose.yml up -d`
-1. Then, run the following command to keep your database schema in sync: `docker-compose -f docker/docker-compose.yml exec ghostfolio yarn database:migrate`
+1. Then, run the following command to keep your database schema in sync: `docker-compose --env-file ./.env -f docker/docker-compose.yml exec ghostfolio yarn database:migrate`
 
-## Run with _Unraid_ (self-hosting)
+### Run with _Unraid_ (Community)
 
 Please follow the instructions of the Ghostfolio [Unraid Community App](https://unraid.net/community/apps?q=ghostfolio).
 
@@ -149,7 +152,7 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
 ### Setup
 
 1. Run `yarn install`
-1. Run `docker-compose -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
+1. Run `docker-compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
 1. Run `yarn database:setup` to initialize the database schema and populate your database with (example) data
 1. Start the server and the client (see [_Development_](#Development))
 1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
@@ -183,7 +186,7 @@ yarn database:push
 
 Run `yarn test`
 
-## Public API (experimental)
+## Public API
 
 ### Import Activities
 

angular.json

@@ -2,6 +2,7 @@
   "version": 1,
   "projects": {
     "api": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "root": "apps/api",
       "sourceRoot": "apps/api/src",
       "projectType": "application",
@@ -56,6 +57,7 @@
       "tags": []
     },
     "client": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "projectType": "application",
       "schematics": {
         "@schematics/angular:component": {
@@ -113,7 +115,7 @@
               }
             ],
             "styles": ["apps/client/src/styles.scss"],
-            "scripts": ["node_modules/marked/lib/marked.js"],
+            "scripts": ["node_modules/marked/marked.min.js"],
             "vendorChunk": true,
             "extractLicenses": false,
             "buildOptimizer": false,
@@ -189,6 +191,7 @@
       "tags": []
     },
     "client-e2e": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "root": "apps/client-e2e",
       "sourceRoot": "apps/client-e2e/src",
       "projectType": "application",
@@ -211,6 +214,7 @@
       "implicitDependencies": ["client"]
     },
     "common": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "root": "libs/common",
       "sourceRoot": "libs/common/src",
       "projectType": "library",
@@ -233,6 +237,7 @@
       "tags": []
     },
     "ui": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "projectType": "library",
       "schematics": {
         "@schematics/angular:component": {
@@ -258,14 +263,12 @@
           }
         },
         "storybook": {
-          "builder": "@nrwl/storybook:storybook",
+          "builder": "@storybook/angular:start-storybook",
           "options": {
-            "uiFramework": "@storybook/angular",
             "port": 4400,
-            "config": {
+            "configDir": "libs/ui/.storybook",
-              "configFolder": "libs/ui/.storybook"
+            "browserTarget": "ui:build-storybook",
-            },
+            "compodoc": false
-            "projectBuildConfig": "ui:build-storybook"
           },
           "configurations": {
             "ci": {
@@ -274,15 +277,13 @@
           }
         },
         "build-storybook": {
-          "builder": "@nrwl/storybook:build",
+          "builder": "@storybook/angular:build-storybook",
           "outputs": ["{options.outputPath}"],
           "options": {
-            "uiFramework": "@storybook/angular",
+            "outputDir": "dist/storybook/ui",
-            "outputPath": "dist/storybook/ui",
+            "configDir": "libs/ui/.storybook",
-            "config": {
+            "browserTarget": "ui:build-storybook",
-              "configFolder": "libs/ui/.storybook"
+            "compodoc": false
-            },
-            "projectBuildConfig": "ui:build-storybook"
           },
           "configurations": {
             "ci": {
@@ -294,6 +295,7 @@
       "tags": []
     },
     "ui-e2e": {
+      "$schema": "../../node_modules/nx/schemas/project-schema.json",
       "root": "apps/ui-e2e",
       "sourceRoot": "apps/ui-e2e/src",
       "projectType": "application",

apps/api/jest.config.ts

@@ -1,4 +1,4 @@
-module.exports = {
+export default {
   displayName: 'api',
 
   globals: {
@@ -13,5 +13,5 @@ module.exports = {
   coverageDirectory: '../../coverage/apps/api',
   testTimeout: 10000,
   testEnvironment: 'node',
-  preset: '../../jest.preset.ts'
+  preset: '../../jest.preset.js'
 };

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

@@ -7,7 +7,10 @@ import {
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
 import { Accounts } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type {
+  AccountWithValue,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 import {
   Body,
   Controller,
@@ -123,13 +126,45 @@ export class AccountController {
 
   @Get(':id')
   @UseGuards(AuthGuard('jwt'))
-  public async getAccountById(@Param('id') id: string): Promise<AccountModel> {
+  public async getAccountById(
-    return this.accountService.account({
+    @Headers('impersonation-id') impersonationId,
-      id_userId: {
+    @Param('id') id: string
-        id,
+  ): Promise<AccountWithValue> {
-        userId: this.request.user.id
+    const impersonationUserId =
-      }
+      await this.impersonationService.validateImpersonationId(
-    });
+        impersonationId,
+        this.request.user.id
+      );
+
+    let accountsWithAggregations =
+      await this.portfolioService.getAccountsWithAggregations(
+        impersonationUserId || this.request.user.id,
+        [{ id, type: 'ACCOUNT' }]
+      );
+
+    if (
+      impersonationUserId ||
+      this.userService.isRestrictedView(this.request.user)
+    ) {
+      accountsWithAggregations = {
+        ...nullifyValuesInObject(accountsWithAggregations, [
+          'totalBalanceInBaseCurrency',
+          'totalValueInBaseCurrency'
+        ]),
+        accounts: nullifyValuesInObjects(accountsWithAggregations.accounts, [
+          'balance',
+          'balanceInBaseCurrency',
+          'convertedBalance',
+          'fee',
+          'quantity',
+          'unitPrice',
+          'value',
+          'valueInBaseCurrency'
+        ])
+      };
+    }
+
+    return accountsWithAggregations.accounts[0];
   }
 
   @Post()

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

@@ -2,8 +2,8 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 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,
-  GATHER_ASSET_PROFILE_PROCESS
+  GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
 import {
   AdminData,
@@ -12,7 +12,6 @@ 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,
@@ -28,7 +27,6 @@ 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';
 
@@ -39,8 +37,6 @@ 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
@@ -64,6 +60,24 @@ export class AdminController {
     return this.adminService.get();
   }
 
+  @Post('gather')
+  @UseGuards(AuthGuard('jwt'))
+  public async gather7Days(): Promise<void> {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    this.dataGatheringService.gather7Days();
+  }
+
   @Post('gather/max')
   @UseGuards(AuthGuard('jwt'))
   public async gatherMax(): Promise<void> {
@@ -82,10 +96,14 @@ export class AdminController {
     const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
 
     for (const { dataSource, symbol } of uniqueAssets) {
-      await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+      await this.dataGatheringService.addJobToQueue(
-        dataSource,
+        GATHER_ASSET_PROFILE_PROCESS,
-        symbol
+        {
-      });
+          dataSource,
+          symbol
+        },
+        GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+      );
     }
 
     this.dataGatheringService.gatherMax();
@@ -109,10 +127,14 @@ export class AdminController {
     const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
 
     for (const { dataSource, symbol } of uniqueAssets) {
-      await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+      await this.dataGatheringService.addJobToQueue(
-        dataSource,
+        GATHER_ASSET_PROFILE_PROCESS,
-        symbol
+        {
-      });
+          dataSource,
+          symbol
+        },
+        GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+      );
     }
   }
 
@@ -134,10 +156,14 @@ export class AdminController {
       );
     }
 
-    await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+    await this.dataGatheringService.addJobToQueue(
-      dataSource,
+      GATHER_ASSET_PROFILE_PROCESS,
-      symbol
+      {
-    });
+        dataSource,
+        symbol
+      },
+      GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+    );
   }
 
   @Post('gather/:dataSource/:symbol')

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

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

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

@@ -1,6 +1,5 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
@@ -24,7 +23,6 @@ export class AdminService {
 
   public constructor(
     private readonly configurationService: ConfigurationService,
-    private readonly dataGatheringService: DataGatheringService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly marketDataService: MarketDataService,
     private readonly prismaService: PrismaService,
@@ -42,8 +40,6 @@ export class AdminService {
 
   public async get(): Promise<AdminData> {
     return {
-      dataGatheringProgress:
-        await this.dataGatheringService.getDataGatheringProgress(),
       exchangeRates: this.exchangeRateDataService
         .getCurrencies()
         .filter((currency) => {
@@ -60,7 +56,6 @@ export class AdminService {
             )
           };
         }),
-      lastDataGathering: await this.getLastDataGathering(),
       settings: await this.propertyService.get(),
       transactionCount: await this.prismaService.order.count(),
       userCount: await this.prismaService.user.count(),
@@ -161,30 +156,11 @@ export class AdminService {
 
     if (key === PROPERTY_CURRENCIES) {
       await this.exchangeRateDataService.initialize();
-      await this.dataGatheringService.reset();
     }
 
     return response;
   }
 
-  private async getLastDataGathering() {
-    const lastDataGathering =
-      await this.dataGatheringService.getLastDataGathering();
-
-    if (lastDataGathering) {
-      return lastDataGathering;
-    }
-
-    const dataGatheringInProgress =
-      await this.dataGatheringService.getIsInProgress();
-
-    if (dataGatheringInProgress) {
-      return 'IN_PROGRESS';
-    }
-
-    return undefined;
-  }
-
   private async getUsersWithAnalytics(): Promise<AdminData['users']> {
     const usersWithAnalytics = await this.prismaService.user.findMany({
       orderBy: {
@@ -196,7 +172,6 @@ export class AdminService {
         _count: {
           select: { Account: true, Order: true }
         },
-        alias: true,
         Analytics: {
           select: {
             activityCount: true,
@@ -216,7 +191,7 @@ export class AdminService {
     });
 
     return usersWithAnalytics.map(
-      ({ _count, alias, Analytics, createdAt, id, Subscription }) => {
+      ({ _count, Analytics, createdAt, id, Subscription }) => {
         const daysSinceRegistration =
           differenceInDays(new Date(), createdAt) + 1;
         const engagement = Analytics.activityCount / daysSinceRegistration;
@@ -228,7 +203,6 @@ export class AdminService {
           : undefined;
 
         return {
-          alias,
           createdAt,
           engagement,
           id,

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

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

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

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

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

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

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

@@ -1,26 +1,6 @@
-import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { Controller } from '@nestjs/common';
 
-import { RedisCacheService } from './redis-cache/redis-cache.service';
-
 @Controller()
 export class AppController {
-  public constructor(
+  public constructor() {}
-    private readonly dataGatheringService: DataGatheringService,
-    private readonly redisCacheService: RedisCacheService
-  ) {
-    this.initialize();
-  }
-
-  private async initialize() {
-    this.redisCacheService.reset();
-
-    const isDataGatheringInProgress =
-      await this.dataGatheringService.getIsInProgress();
-
-    if (isDataGatheringInProgress) {
-      // Prepare for automatical data gathering, if hung up in progress state
-      await this.dataGatheringService.reset();
-    }
-  }
 }

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

@@ -1,5 +1,6 @@
 import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { OAuthResponse } from '@ghostfolio/common/interfaces';
 import {
   Body,
   Controller,
@@ -31,7 +32,9 @@ export class AuthController {
   ) {}
 
   @Get('anonymous/:accessToken')
-  public async accessTokenLogin(@Param('accessToken') accessToken: string) {
+  public async accessTokenLogin(
+    @Param('accessToken') accessToken: string
+  ): Promise<OAuthResponse> {
     try {
       const authToken = await this.authService.validateAnonymousLogin(
         accessToken
@@ -65,6 +68,23 @@ export class AuthController {
     }
   }
 
+  @Get('internet-identity/:principalId')
+  public async internetIdentityLogin(
+    @Param('principalId') principalId: string
+  ): Promise<OAuthResponse> {
+    try {
+      const authToken = await this.authService.validateInternetIdentityLogin(
+        principalId
+      );
+      return { authToken };
+    } catch {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+  }
+
   @Get('webauthn/generate-registration-options')
   @UseGuards(AuthGuard('jwt'))
   public async generateRegistrationOptions() {

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

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

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

@@ -3,8 +3,7 @@ import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interc
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { PROPERTY_BENCHMARKS } from '@ghostfolio/common/config';
 import { BenchmarkResponse, UniqueAsset } from '@ghostfolio/common/interfaces';
-import { Controller, Get, UseGuards, UseInterceptors } from '@nestjs/common';
+import { Controller, Get, UseInterceptors } from '@nestjs/common';
-import { AuthGuard } from '@nestjs/passport';
 
 import { BenchmarkService } from './benchmark.service';
 
@@ -16,7 +15,6 @@ export class BenchmarkController {
   ) {}
 
   @Get()
-  @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getBenchmark(): Promise<BenchmarkResponse> {

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

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

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

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

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

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

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

@@ -18,6 +18,7 @@ export class ExportService {
       orderBy: { date: 'desc' },
       select: {
         accountId: true,
+        comment: true,
         date: true,
         fee: true,
         id: true,
@@ -40,6 +41,7 @@ export class ExportService {
       activities: activities.map(
         ({
           accountId,
+          comment,
           date,
           fee,
           id,
@@ -50,6 +52,7 @@ export class ExportService {
         }) => {
           return {
             accountId,
+            comment,
             fee,
             id,
             quantity,

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

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

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

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

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

@@ -63,6 +63,8 @@ export class InfoService {
       } else {
         info.fearAndGreedDataSource = ghostfolioFearAndGreedIndexDataSource;
       }
+
+      globalPermissions.push(permissions.enableFearAndGreedIndex);
     }
 
     if (this.configurationService.get('ENABLE_FEATURE_IMPORT')) {
@@ -106,7 +108,6 @@ export class InfoService {
       baseCurrency: this.configurationService.get('BASE_CURRENCY'),
       currencies: this.exchangeRateDataService.getCurrencies(),
       demoAuthToken: this.getDemoAuthToken(),
-      lastDataGathering: await this.getLastDataGathering(),
       statistics: await this.getStatistics(),
       subscriptions: await this.getSubscriptions(),
       tags: await this.tagService.get()
@@ -215,13 +216,6 @@ export class InfoService {
     });
   }
 
-  private async getLastDataGathering() {
-    const lastDataGathering =
-      await this.dataGatheringService.getLastDataGathering();
-
-    return lastDataGathering ?? null;
-  }
-
   private async getStatistics() {
     if (!this.configurationService.get('ENABLE_FEATURE_STATISTICS')) {
       return undefined;

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

@@ -1,30 +1,46 @@
-import { AssetClass, AssetSubClass, DataSource, Type } from '@prisma/client';
 import {
+  AssetClass,
+  AssetSubClass,
+  DataSource,
+  Tag,
+  Type
+} from '@prisma/client';
+import { Transform, TransformFnParams } from 'class-transformer';
+import {
+  IsArray,
   IsEnum,
   IsISO8601,
   IsNumber,
   IsOptional,
   IsString
 } from 'class-validator';
+import { isString } from 'lodash';
 
 export class CreateOrderDto {
-  @IsString()
   @IsOptional()
+  @IsString()
   accountId?: string;
 
-  @IsEnum(AssetClass, { each: true })
   @IsOptional()
+  @IsEnum(AssetClass, { each: true })
   assetClass?: AssetClass;
 
-  @IsEnum(AssetSubClass, { each: true })
   @IsOptional()
+  @IsEnum(AssetSubClass, { each: true })
   assetSubClass?: AssetSubClass;
 
+  @IsOptional()
+  @IsString()
+  @Transform(({ value }: TransformFnParams) =>
+    isString(value) ? value.trim() : value
+  )
+  comment?: string;
+
   @IsString()
   currency: string;
 
-  @IsEnum(DataSource, { each: true })
   @IsOptional()
+  @IsEnum(DataSource, { each: true })
   dataSource?: DataSource;
 
   @IsISO8601()
@@ -39,6 +55,10 @@ export class CreateOrderDto {
   @IsString()
   symbol: string;
 
+  @IsArray()
+  @IsOptional()
+  tags?: Tag[];
+
   @IsEnum(Type, { each: true })
   type: Type;
 

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

@@ -4,6 +4,7 @@ import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { Filter } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
@@ -17,6 +18,7 @@ import {
   Param,
   Post,
   Put,
+  Query,
   UseGuards,
   UseInterceptors
 } from '@nestjs/common';
@@ -66,8 +68,36 @@ export class OrderController {
   @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getAllOrders(
-    @Headers('impersonation-id') impersonationId
+    @Headers('impersonation-id') impersonationId,
+    @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('tags') filterByTags?: string
   ): Promise<Activities> {
+    const accountIds = filterByAccounts?.split(',') ?? [];
+    const assetClasses = filterByAssetClasses?.split(',') ?? [];
+    const tagIds = filterByTags?.split(',') ?? [];
+
+    const filters: Filter[] = [
+      ...accountIds.map((accountId) => {
+        return <Filter>{
+          id: accountId,
+          type: 'ACCOUNT'
+        };
+      }),
+      ...assetClasses.map((assetClass) => {
+        return <Filter>{
+          id: assetClass,
+          type: 'ASSET_CLASS'
+        };
+      }),
+      ...tagIds.map((tagId) => {
+        return <Filter>{
+          id: tagId,
+          type: 'TAG'
+        };
+      })
+    ];
+
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(
         impersonationId,
@@ -76,6 +106,7 @@ export class OrderController {
     const userCurrency = this.request.user.Settings.currency;
 
     let activities = await this.orderService.getOrders({
+      filters,
       userCurrency,
       includeDrafts: true,
       userId: impersonationUserId || this.request.user.id

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

@@ -1,16 +1,14 @@
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
-import { CacheService } from '@ghostfolio/api/app/cache/cache.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
-  DATA_GATHERING_QUEUE,
+  GATHER_ASSET_PROFILE_PROCESS,
-  GATHER_ASSET_PROFILE_PROCESS
+  GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
 import { Filter } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
-import { InjectQueue } from '@nestjs/bull';
 import { Injectable } from '@nestjs/common';
 import {
   AssetClass,
@@ -18,12 +16,12 @@ import {
   DataSource,
   Order,
   Prisma,
+  Tag,
   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 { groupBy, isString } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
 
 import { Activity } from './interfaces/activities.interface';
@@ -32,11 +30,8 @@ import { Activity } from './interfaces/activities.interface';
 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 exchangeRateDataService: ExchangeRateDataService,
     private readonly prismaService: PrismaService,
     private readonly symbolProfileService: SymbolProfileService
   ) {}
@@ -77,6 +72,7 @@ export class OrderService {
       currency?: string;
       dataSource?: DataSource;
       symbol?: string;
+      tags?: Tag[];
       userId: string;
     }
   ): Promise<Order> {
@@ -86,6 +82,8 @@ export class OrderService {
       return account.isDefault === true;
     });
 
+    const tags = data.tags ?? [];
+
     let Account = {
       connect: {
         id_userId: {
@@ -120,10 +118,14 @@ export class OrderService {
         data.SymbolProfile.connectOrCreate.create.symbol.toUpperCase();
     }
 
-    await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+    await this.dataGatheringService.addJobToQueue(
-      dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
+      GATHER_ASSET_PROFILE_PROCESS,
-      symbol: data.SymbolProfile.connectOrCreate.create.symbol
+      {
-    });
+        dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
+        symbol: data.SymbolProfile.connectOrCreate.create.symbol
+      },
+      GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+    );
 
     const isDraft = isAfter(data.date as Date, endOfToday());
 
@@ -138,14 +140,18 @@ export class OrderService {
       ]);
     }
 
-    await this.cacheService.flush();
-
     delete data.accountId;
     delete data.assetClass;
     delete data.assetSubClass;
+
+    if (!data.comment) {
+      delete data.comment;
+    }
+
     delete data.currency;
     delete data.dataSource;
     delete data.symbol;
+    delete data.tags;
     delete data.userId;
 
     const orderData: Prisma.OrderCreateInput = data;
@@ -154,7 +160,12 @@ export class OrderService {
       data: {
         ...orderData,
         Account,
-        isDraft
+        isDraft,
+        tags: {
+          connect: tags.map(({ id }) => {
+            return { id };
+          })
+        }
       }
     });
   }
@@ -302,6 +313,7 @@ export class OrderService {
       currency?: string;
       dataSource?: DataSource;
       symbol?: string;
+      tags?: Tag[];
     };
     where: Prisma.OrderWhereUniqueInput;
   }): Promise<Order> {
@@ -309,6 +321,12 @@ export class OrderService {
       delete data.Account;
     }
 
+    if (!data.comment) {
+      data.comment = null;
+    }
+
+    const tags = data.tags ?? [];
+
     let isDraft = false;
 
     if (data.type === 'ITEM') {
@@ -330,18 +348,22 @@ export class OrderService {
       }
     }
 
-    await this.cacheService.flush();
-
     delete data.assetClass;
     delete data.assetSubClass;
     delete data.currency;
     delete data.dataSource;
     delete data.symbol;
+    delete data.tags;
 
     return this.prismaService.order.update({
       data: {
         ...data,
-        isDraft
+        isDraft,
+        tags: {
+          connect: tags.map(({ id }) => {
+            return { id };
+          })
+        }
       },
       where
     });

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

@@ -1,11 +1,20 @@
-import { AssetClass, AssetSubClass, DataSource, Type } from '@prisma/client';
 import {
+  AssetClass,
+  AssetSubClass,
+  DataSource,
+  Tag,
+  Type
+} from '@prisma/client';
+import { Transform, TransformFnParams } from 'class-transformer';
+import {
+  IsArray,
   IsEnum,
   IsISO8601,
   IsNumber,
   IsOptional,
   IsString
 } from 'class-validator';
+import { isString } from 'lodash';
 
 export class UpdateOrderDto {
   @IsOptional()
@@ -20,6 +29,13 @@ export class UpdateOrderDto {
   @IsOptional()
   assetSubClass?: AssetSubClass;
 
+  @IsOptional()
+  @IsString()
+  @Transform(({ value }: TransformFnParams) =>
+    isString(value) ? value.trim() : value
+  )
+  comment?: string;
+
   @IsString()
   currency: string;
 
@@ -41,6 +57,10 @@ export class UpdateOrderDto {
   @IsString()
   symbol: string;
 
+  @IsArray()
+  @IsOptional()
+  tags?: Tag[];
+
   @IsString()
   type: Type;
 

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

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

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

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

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

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

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

@@ -62,6 +62,10 @@ describe('PortfolioCalculator', () => {
         parseDate('2022-03-07')
       );
 
+      const investments = portfolioCalculator.getInvestments();
+
+      const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
+
       spy.mockRestore();
 
       expect(currentPositions).toEqual({
@@ -91,6 +95,16 @@ describe('PortfolioCalculator', () => {
         ],
         totalInvestment: new Big('75.80')
       });
+
+      expect(investments).toEqual([
+        { date: '2022-03-07', investment: new Big('151.6') },
+        { date: '2022-04-08', investment: new Big('75.8') }
+      ]);
+
+      expect(investmentsByMonth).toEqual([
+        { date: '2022-03-01', investment: new Big('151.6') },
+        { date: '2022-04-01', investment: new Big('-85.73') }
+      ]);
     });
   });
 });

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

@@ -14,8 +14,11 @@ import {
   format,
   isAfter,
   isBefore,
+  isSameMonth,
+  isSameYear,
   max,
-  min
+  min,
+  set
 } from 'date-fns';
 import { first, flatten, isNumber, sortBy } from 'lodash';
 
@@ -56,7 +59,7 @@ export class PortfolioCalculator {
     this.currentRateService = currentRateService;
     this.orders = orders;
 
-    this.orders.sort((a, b) => a.date.localeCompare(b.date));
+    this.orders.sort((a, b) => a.date?.localeCompare(b.date));
   }
 
   public computeTransactionPoints() {
@@ -125,7 +128,7 @@ export class PortfolioCalculator {
         (transactionPointItem) => transactionPointItem.symbol !== order.symbol
       );
       newItems.push(currentTransactionPointItem);
-      newItems.sort((a, b) => a.symbol.localeCompare(b.symbol));
+      newItems.sort((a, b) => a.symbol?.localeCompare(b.symbol));
       if (lastDate !== currentDate || lastTransactionPoint === null) {
         lastTransactionPoint = {
           date: currentDate,
@@ -323,6 +326,53 @@ export class PortfolioCalculator {
     });
   }
 
+  public getInvestmentsByMonth(): { date: string; investment: Big }[] {
+    if (this.orders.length === 0) {
+      return [];
+    }
+
+    const investments = [];
+    let currentDate: Date;
+    let investmentByMonth = new Big(0);
+
+    for (const [index, order] of this.orders.entries()) {
+      if (
+        isSameMonth(parseDate(order.date), currentDate) &&
+        isSameYear(parseDate(order.date), currentDate)
+      ) {
+        // Same month: Add up investments
+
+        investmentByMonth = investmentByMonth.plus(
+          order.quantity.mul(order.unitPrice).mul(this.getFactor(order.type))
+        );
+      } else {
+        // New month: Store previous month and reset
+
+        if (currentDate) {
+          investments.push({
+            date: format(set(currentDate, { date: 1 }), DATE_FORMAT),
+            investment: investmentByMonth
+          });
+        }
+
+        currentDate = parseDate(order.date);
+        investmentByMonth = order.quantity
+          .mul(order.unitPrice)
+          .mul(this.getFactor(order.type));
+      }
+
+      if (index === this.orders.length - 1) {
+        // Store current month (latest order)
+        investments.push({
+          date: format(set(currentDate, { date: 1 }), DATE_FORMAT),
+          investment: investmentByMonth
+        });
+      }
+    }
+
+    return investments;
+  }
+
   public async calculateTimeline(
     timelineSpecification: TimelineSpecification[],
     endDate: string

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

@@ -20,7 +20,12 @@ import {
   PortfolioReport,
   PortfolioSummary
 } from '@ghostfolio/common/interfaces';
-import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
+import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
+import type {
+  DateRange,
+  GroupBy,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 import {
   Controller,
   Get,
@@ -190,21 +195,35 @@ export class PortfolioController {
       }
     }
 
-    const isBasicUser =
+    let hasDetails = true;
-      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
-      this.request.user.subscription.type === 'Basic';
+      hasDetails = this.request.user.subscription.type === 'Premium';
+    }
+
+    for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
+      holdings[symbol] = {
+        ...portfolioPosition,
+        assetClass: hasDetails ? portfolioPosition.assetClass : undefined,
+        assetSubClass: hasDetails ? portfolioPosition.assetSubClass : undefined,
+        countries: hasDetails ? portfolioPosition.countries : [],
+        currency: hasDetails ? portfolioPosition.currency : undefined,
+        markets: hasDetails ? portfolioPosition.markets : undefined,
+        sectors: hasDetails ? portfolioPosition.sectors : []
+      };
+    }
 
     return {
       accounts,
       hasError,
-      holdings: isBasicUser ? {} : holdings
+      holdings
     };
   }
 
   @Get('investments')
   @UseGuards(AuthGuard('jwt'))
   public async getInvestments(
-    @Headers('impersonation-id') impersonationId: string
+    @Headers('impersonation-id') impersonationId: string,
+    @Query('groupBy') groupBy?: GroupBy
   ): Promise<PortfolioInvestments> {
     if (
       this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
@@ -216,9 +235,16 @@ export class PortfolioController {
       );
     }
 
-    let investments = await this.portfolioService.getInvestments(
+    let investments: InvestmentItem[];
-      impersonationId
+
-    );
+    if (groupBy === 'month') {
+      investments = await this.portfolioService.getInvestments(
+        impersonationId,
+        'month'
+      );
+    } else {
+      investments = await this.portfolioService.getInvestments(impersonationId);
+    }
 
     if (
       impersonationId ||
@@ -316,7 +342,9 @@ export class PortfolioController {
 
     const { holdings } = await this.portfolioService.getDetails(
       access.userId,
-      access.userId
+      access.userId,
+      'max',
+      [{ id: 'EQUITY', type: 'ASSET_CLASS' }]
     );
 
     const portfolioPublicDetails: PortfolioPublicDetails = {
@@ -325,9 +353,6 @@ export class PortfolioController {
     };
 
     const totalValue = Object.values(holdings)
-      .filter((holding) => {
-        return holding.assetClass === 'EQUITY';
-      })
       .map((portfolioPosition) => {
         return this.exchangeRateDataService.toCurrency(
           portfolioPosition.quantity * portfolioPosition.marketPrice,
@@ -338,17 +363,18 @@ export class PortfolioController {
       .reduce((a, b) => a + b, 0);
 
     for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
-      if (portfolioPosition.assetClass === 'EQUITY') {
+      portfolioPublicDetails.holdings[symbol] = {
-        portfolioPublicDetails.holdings[symbol] = {
+        allocationCurrent: portfolioPosition.value / totalValue,
-          allocationCurrent: portfolioPosition.allocationCurrent,
+        countries: hasDetails ? portfolioPosition.countries : [],
-          countries: hasDetails ? portfolioPosition.countries : [],
+        currency: hasDetails ? portfolioPosition.currency : undefined,
-          currency: portfolioPosition.currency,
+        markets: hasDetails ? portfolioPosition.markets : undefined,
-          markets: portfolioPosition.markets,
+        name: portfolioPosition.name,
-          name: portfolioPosition.name,
+        netPerformancePercent: portfolioPosition.netPerformancePercent,
-          sectors: hasDetails ? portfolioPosition.sectors : [],
+        sectors: hasDetails ? portfolioPosition.sectors : [],
-          value: portfolioPosition.value / totalValue
+        symbol: portfolioPosition.symbol,
-        };
+        url: portfolioPosition.url,
-      }
+        value: portfolioPosition.value / totalValue
+      };
     }
 
     return portfolioPublicDetails;

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

@@ -41,6 +41,7 @@ import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.in
 import type {
   AccountWithValue,
   DateRange,
+  GroupBy,
   Market,
   OrderWithAccount,
   RequestWithUser
@@ -50,6 +51,7 @@ import { REQUEST } from '@nestjs/core';
 import {
   AssetClass,
   DataSource,
+  Prisma,
   Tag,
   Type as TypeOfOrder
 } from '@prisma/client';
@@ -63,6 +65,7 @@ import {
   max,
   parse,
   parseISO,
+  set,
   setDayOfYear,
   startOfDay,
   subDays,
@@ -100,14 +103,23 @@ export class PortfolioService {
     this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
   }
 
-  public async getAccounts(aUserId: string): Promise<AccountWithValue[]> {
+  public async getAccounts(
+    aUserId: string,
+    aFilters?: Filter[]
+  ): Promise<AccountWithValue[]> {
+    const where: Prisma.AccountWhereInput = { userId: aUserId };
+
+    if (aFilters?.[0].id && aFilters?.[0].type === 'ACCOUNT') {
+      where.id = aFilters[0].id;
+    }
+
     const [accounts, details] = await Promise.all([
       this.accountService.accounts({
+        where,
         include: { Order: true, Platform: true },
-        orderBy: { name: 'asc' },
+        orderBy: { name: 'asc' }
-        where: { userId: aUserId }
       }),
-      this.getDetails(aUserId, aUserId)
+      this.getDetails(aUserId, aUserId, undefined, aFilters)
     ]);
 
     const userCurrency = this.request.user.Settings.currency;
@@ -145,8 +157,11 @@ export class PortfolioService {
     });
   }
 
-  public async getAccountsWithAggregations(aUserId: string): Promise<Accounts> {
+  public async getAccountsWithAggregations(
-    const accounts = await this.getAccounts(aUserId);
+    aUserId: string,
+    aFilters?: Filter[]
+  ): Promise<Accounts> {
+    const accounts = await this.getAccounts(aUserId, aFilters);
     let totalBalanceInBaseCurrency = new Big(0);
     let totalValueInBaseCurrency = new Big(0);
     let transactionCount = 0;
@@ -170,7 +185,8 @@ export class PortfolioService {
   }
 
   public async getInvestments(
-    aImpersonationId: string
+    aImpersonationId: string,
+    groupBy?: GroupBy
   ): Promise<InvestmentItem[]> {
     const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
@@ -191,28 +207,57 @@ export class PortfolioService {
       return [];
     }
 
-    const investments = portfolioCalculator.getInvestments().map((item) => {
+    let investments: InvestmentItem[];
-      return {
-        date: item.date,
-        investment: item.investment.toNumber()
-      };
-    });
 
-    // Add investment of today
+    if (groupBy === 'month') {
-    const investmentOfToday = investments.filter((investment) => {
+      investments = portfolioCalculator.getInvestmentsByMonth().map((item) => {
-      return investment.date === format(new Date(), DATE_FORMAT);
+        return {
-    });
+          date: item.date,
-
+          investment: item.investment.toNumber()
-    if (investmentOfToday.length <= 0) {
+        };
-      const pastInvestments = investments.filter((investment) => {
-        return isBefore(parseDate(investment.date), new Date());
       });
-      const lastInvestment = pastInvestments[pastInvestments.length - 1];
 
-      investments.push({
+      // Add investment of current month
-        date: format(new Date(), DATE_FORMAT),
+      const dateOfCurrentMonth = format(
-        investment: lastInvestment?.investment ?? 0
+        set(new Date(), { date: 1 }),
+        DATE_FORMAT
+      );
+      const investmentOfCurrentMonth = investments.filter(({ date }) => {
+        return date === dateOfCurrentMonth;
       });
+
+      if (investmentOfCurrentMonth.length <= 0) {
+        investments.push({
+          date: dateOfCurrentMonth,
+          investment: 0
+        });
+      }
+    } else {
+      investments = portfolioCalculator
+        .getInvestments()
+        .map(({ date, investment }) => {
+          return {
+            date,
+            investment: investment.toNumber()
+          };
+        });
+
+      // Add investment of today
+      const investmentOfToday = investments.filter(({ date }) => {
+        return date === format(new Date(), DATE_FORMAT);
+      });
+
+      if (investmentOfToday.length <= 0) {
+        const pastInvestments = investments.filter(({ date }) => {
+          return isBefore(parseDate(date), new Date());
+        });
+        const lastInvestment = pastInvestments[pastInvestments.length - 1];
+
+        investments.push({
+          date: format(new Date(), DATE_FORMAT),
+          investment: lastInvestment?.investment ?? 0
+        });
+      }
     }
 
     return sortBy(investments, (investment) => {
@@ -273,7 +318,6 @@ export class PortfolioService {
       .filter((timelineItem) => timelineItem !== null)
       .map((timelineItem) => ({
         date: timelineItem.date,
-        marketPrice: timelineItem.value,
         value: timelineItem.netPerformance.toNumber()
       }));
 
@@ -394,7 +438,7 @@ export class PortfolioService {
         continue;
       }
 
-      const value = item.quantity.mul(item.marketPrice);
+      const value = item.quantity.mul(item.marketPrice ?? 0);
       const symbolProfile = symbolProfileMap[item.symbol];
       const dataProviderResponse = dataProviderResponses[item.symbol];
 
@@ -442,6 +486,7 @@ export class PortfolioService {
         sectors: symbolProfile.sectors,
         symbol: item.symbol,
         transactionCount: item.transactionCount,
+        url: symbolProfile.url,
         value: value.toNumber()
       };
     }
@@ -658,7 +703,7 @@ export class PortfolioService {
         netPerformancePercent: position.netPerformancePercentage?.toNumber(),
         quantity: quantity.toNumber(),
         value: this.exchangeRateDataService.toCurrency(
-          quantity.mul(marketPrice).toNumber(),
+          quantity.mul(marketPrice ?? 0).toNumber(),
           currency,
           userCurrency
         )
@@ -1290,6 +1335,10 @@ export class PortfolioService {
 
     if (filters.length === 0) {
       currentAccounts = await this.accountService.getAccounts(userId);
+    } else if (filters.length === 1 && filters[0].type === 'ACCOUNT') {
+      currentAccounts = await this.accountService.accounts({
+        where: { id: filters[0].id }
+      });
     } else {
       const accountIds = uniq(
         orders.map(({ accountId }) => {

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

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

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

@@ -12,6 +12,7 @@ import {
 } from '@ghostfolio/common/permissions';
 import { Injectable } from '@nestjs/common';
 import { Prisma, Role, User, ViewMode } from '@prisma/client';
+import { sortBy } from 'lodash';
 
 import { UserSettingsParams } from './interfaces/user-settings-params.interface';
 import { UserSettings } from './interfaces/user-settings.interface';
@@ -35,14 +36,7 @@ export class UserService {
   }
 
   public async getUser(
-    {
+    { Account, id, permissions, Settings, subscription }: UserWithSettings,
-      Account,
-      alias,
-      id,
-      permissions,
-      Settings,
-      subscription
-    }: UserWithSettings,
     aLocale = locale
   ): Promise<IUser> {
     const access = await this.prismaService.access.findMany({
@@ -62,7 +56,6 @@ export class UserService {
     }
 
     return {
-      alias,
       id,
       permissions,
       subscription,
@@ -157,10 +150,6 @@ export class UserService {
 
     let currentPermissions = getPermissions(user.role);
 
-    if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
-      currentPermissions.push(permissions.accessFearAndGreedIndex);
-    }
-
     if (user.subscription?.type === 'Premium') {
       currentPermissions.push(permissions.reportDataGlitch);
     }
@@ -185,6 +174,9 @@ export class UserService {
       }
     }
 
+    user.Account = sortBy(user.Account, (account) => {
+      return account.name;
+    });
     user.permissions = currentPermissions.sort();
 
     return user;

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

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

apps/api/src/main.ts

@@ -20,10 +20,11 @@ async function bootstrap() {
     })
   );
 
+  const host = process.env.HOST || '0.0.0.0';
   const port = process.env.PORT || 3333;
-  await app.listen(port, () => {
+  await app.listen(port, host, () => {
     logLogo();
-    Logger.log(`Listening at http://localhost:${port}`);
+    Logger.log(`Listening at http://${host}:${port}`);
     Logger.log('');
   });
 }

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

@@ -15,7 +15,7 @@ export class ConfigurationService {
       BASE_CURRENCY: str({ default: 'USD' }),
       CACHE_TTL: num({ default: 1 }),
       DATA_SOURCE_PRIMARY: str({ default: DataSource.YAHOO }),
-      DATA_SOURCES: json({ default: JSON.stringify([DataSource.YAHOO]) }),
+      DATA_SOURCES: json({ default: [DataSource.YAHOO] }),
       ENABLE_FEATURE_BLOG: bool({ default: false }),
       ENABLE_FEATURE_CUSTOM_SYMBOLS: bool({ default: false }),
       ENABLE_FEATURE_FEAR_AND_GREED_INDEX: bool({ default: false }),
@@ -31,12 +31,13 @@ export class ConfigurationService {
       GOOGLE_SHEETS_ACCOUNT: str({ default: '' }),
       GOOGLE_SHEETS_ID: str({ default: '' }),
       GOOGLE_SHEETS_PRIVATE_KEY: str({ default: '' }),
+      HOST: host({ default: '0.0.0.0' }),
       JWT_SECRET_KEY: str({}),
+      MAX_ACTIVITIES_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
       MAX_ITEM_IN_CACHE: num({ default: 9999 }),
-      MAX_ORDERS_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
       PORT: port({ default: 3333 }),
       RAKUTEN_RAPID_API_KEY: str({ default: '' }),
-      REDIS_HOST: str({ default: 'localhost' }),
+      REDIS_HOST: host({ default: 'localhost' }),
       REDIS_PASSWORD: str({ default: '' }),
       REDIS_PORT: port({ default: 6379 }),
       ROOT_URL: str({ default: 'http://localhost:4200' }),

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

@@ -1,11 +1,9 @@
 import {
-  DATA_GATHERING_QUEUE,
+  GATHER_ASSET_PROFILE_PROCESS,
-  GATHER_ASSET_PROFILE_PROCESS
+  GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } 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';
@@ -14,15 +12,13 @@ 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
   ) {}
 
-  @Cron(CronExpression.EVERY_MINUTE)
+  @Cron(CronExpression.EVERY_HOUR)
-  public async runEveryMinute() {
+  public async runEveryHour() {
     await this.dataGatheringService.gather7Days();
   }
 
@@ -41,10 +37,14 @@ export class CronService {
     const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
 
     for (const { dataSource, symbol } of uniqueAssets) {
-      await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+      await this.dataGatheringService.addJobToQueue(
-        dataSource,
+        GATHER_ASSET_PROFILE_PROCESS,
-        symbol
+        {
-      });
+          dataSource,
+          symbol
+        },
+        GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+      );
     }
   }
 }

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

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

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

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

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

@@ -6,20 +6,27 @@ import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { DATA_GATHERING_QUEUE } from '@ghostfolio/common/config';
 import { BullModule } from '@nestjs/bull';
 import { Module } from '@nestjs/common';
+import ms from 'ms';
 
 import { DataGatheringProcessor } from './data-gathering.processor';
 import { ExchangeRateDataModule } from './exchange-rate-data.module';
+import { MarketDataModule } from './market-data.module';
 import { SymbolProfileModule } from './symbol-profile.module';
 
 @Module({
   imports: [
     BullModule.registerQueue({
+      limiter: {
+        duration: ms('5 seconds'),
+        max: 1
+      },
       name: DATA_GATHERING_QUEUE
     }),
     ConfigurationModule,
     DataEnhancerModule,
     DataProviderModule,
     ExchangeRateDataModule,
+    MarketDataModule,
     PrismaModule,
     SymbolProfileModule
   ],

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

@@ -1,19 +1,34 @@
 import {
   DATA_GATHERING_QUEUE,
-  GATHER_ASSET_PROFILE_PROCESS
+  GATHER_ASSET_PROFILE_PROCESS,
+  GATHER_HISTORICAL_MARKET_DATA_PROCESS
 } from '@ghostfolio/common/config';
+import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import { Process, Processor } from '@nestjs/bull';
 import { Injectable, Logger } from '@nestjs/common';
 import { Job } from 'bull';
+import {
+  format,
+  getDate,
+  getMonth,
+  getYear,
+  isBefore,
+  parseISO
+} from 'date-fns';
 
 import { DataGatheringService } from './data-gathering.service';
+import { DataProviderService } from './data-provider/data-provider.service';
+import { IDataGatheringItem } from './interfaces/interfaces';
+import { PrismaService } from './prisma.service';
 
 @Injectable()
 @Processor(DATA_GATHERING_QUEUE)
 export class DataGatheringProcessor {
   public constructor(
-    private readonly dataGatheringService: DataGatheringService
+    private readonly dataGatheringService: DataGatheringService,
+    private readonly dataProviderService: DataProviderService,
+    private readonly prismaService: PrismaService
   ) {}
 
   @Process(GATHER_ASSET_PROFILE_PROCESS)
@@ -21,7 +36,93 @@ export class DataGatheringProcessor {
     try {
       await this.dataGatheringService.gatherAssetProfiles([job.data]);
     } catch (error) {
-      Logger.error(error, 'DataGatheringProcessor');
+      Logger.error(
+        error,
+        `DataGatheringProcessor (${GATHER_ASSET_PROFILE_PROCESS})`
+      );
+
+      throw new Error(error);
+    }
+  }
+
+  @Process(GATHER_HISTORICAL_MARKET_DATA_PROCESS)
+  public async gatherHistoricalMarketData(job: Job<IDataGatheringItem>) {
+    try {
+      const { dataSource, date, symbol } = job.data;
+
+      const historicalData = await this.dataProviderService.getHistoricalRaw(
+        [{ dataSource, symbol }],
+        parseISO(<string>(<unknown>date)),
+        new Date()
+      );
+
+      let currentDate = parseISO(<string>(<unknown>date));
+      let lastMarketPrice: number;
+
+      while (
+        isBefore(
+          currentDate,
+          new Date(
+            Date.UTC(
+              getYear(new Date()),
+              getMonth(new Date()),
+              getDate(new Date()),
+              0
+            )
+          )
+        )
+      ) {
+        if (
+          historicalData[symbol]?.[format(currentDate, DATE_FORMAT)]
+            ?.marketPrice
+        ) {
+          lastMarketPrice =
+            historicalData[symbol]?.[format(currentDate, DATE_FORMAT)]
+              ?.marketPrice;
+        }
+
+        if (lastMarketPrice) {
+          try {
+            await this.prismaService.marketData.create({
+              data: {
+                dataSource,
+                symbol,
+                date: new Date(
+                  Date.UTC(
+                    getYear(currentDate),
+                    getMonth(currentDate),
+                    getDate(currentDate),
+                    0
+                  )
+                ),
+                marketPrice: lastMarketPrice
+              }
+            });
+          } catch {}
+        }
+
+        // Count month one up for iteration
+        currentDate = new Date(
+          Date.UTC(
+            getYear(currentDate),
+            getMonth(currentDate),
+            getDate(currentDate) + 1,
+            0
+          )
+        );
+      }
+
+      Logger.log(
+        `Historical market data gathering has been completed for ${symbol} (${dataSource}).`,
+        `DataGatheringProcessor (${GATHER_HISTORICAL_MARKET_DATA_PROCESS})`
+      );
+    } catch (error) {
+      Logger.error(
+        error,
+        `DataGatheringProcessor (${GATHER_HISTORICAL_MARKET_DATA_PROCESS})`
+      );
+
+      throw new Error(error);
     }
   }
 }

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

@@ -1,191 +1,72 @@
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
-  PROPERTY_LAST_DATA_GATHERING,
+  DATA_GATHERING_QUEUE,
-  PROPERTY_LOCKED_DATA_GATHERING
+  GATHER_HISTORICAL_MARKET_DATA_PROCESS,
+  GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS,
+  QUEUE_JOB_STATUS_LIST
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, resetHours } from '@ghostfolio/common/helper';
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { InjectQueue } from '@nestjs/bull';
 import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
-import {
+import { JobOptions, Queue } from 'bull';
-  differenceInHours,
+import { format, subDays } from 'date-fns';
-  format,
-  getDate,
-  getMonth,
-  getYear,
-  isBefore,
-  subDays
-} from 'date-fns';
 
 import { DataProviderService } from './data-provider/data-provider.service';
 import { DataEnhancerInterface } from './data-provider/interfaces/data-enhancer.interface';
 import { ExchangeRateDataService } from './exchange-rate-data.service';
 import { IDataGatheringItem } from './interfaces/interfaces';
+import { MarketDataService } from './market-data.service';
 import { PrismaService } from './prisma.service';
 
 @Injectable()
 export class DataGatheringService {
-  private dataGatheringProgress: number;
-
   public constructor(
     @Inject('DataEnhancers')
     private readonly dataEnhancers: DataEnhancerInterface[],
+    @InjectQueue(DATA_GATHERING_QUEUE)
+    private readonly dataGatheringQueue: Queue,
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
+    private readonly marketDataService: MarketDataService,
     private readonly prismaService: PrismaService,
     private readonly symbolProfileService: SymbolProfileService
   ) {}
 
-  public async gather7Days() {
+  public async addJobToQueue(name: string, data: any, options?: JobOptions) {
-    const isDataGatheringNeeded = await this.isDataGatheringNeeded();
+    const hasJob = await this.hasJob(name, data);
-
-    if (isDataGatheringNeeded) {
-      Logger.log('7d data gathering has been started.', 'DataGatheringService');
-      console.time('data-gathering-7d');
-
-      await this.prismaService.property.create({
-        data: {
-          key: PROPERTY_LOCKED_DATA_GATHERING,
-          value: new Date().toISOString()
-        }
-      });
-
-      const symbols = await this.getSymbols7D();
-
-      try {
-        await this.gatherSymbols(symbols);
-
-        await this.prismaService.property.upsert({
-          create: {
-            key: PROPERTY_LAST_DATA_GATHERING,
-            value: new Date().toISOString()
-          },
-          update: { value: new Date().toISOString() },
-          where: { key: PROPERTY_LAST_DATA_GATHERING }
-        });
-      } catch (error) {
-        Logger.error(error, 'DataGatheringService');
-      }
-
-      await this.prismaService.property.delete({
-        where: {
-          key: PROPERTY_LOCKED_DATA_GATHERING
-        }
-      });
 
+    if (hasJob) {
       Logger.log(
-        '7d data gathering has been completed.',
+        `Job ${name} with data ${JSON.stringify(data)} already exists.`,
         'DataGatheringService'
       );
-      console.timeEnd('data-gathering-7d');
+    } else {
+      return this.dataGatheringQueue.add(name, data, options);
     }
   }
 
+  public async gather7Days() {
+    const dataGatheringItems = await this.getSymbols7D();
+    await this.gatherSymbols(dataGatheringItems);
+  }
+
   public async gatherMax() {
-    const isDataGatheringLocked = await this.prismaService.property.findUnique({
+    const dataGatheringItems = await this.getSymbolsMax();
-      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
+    await this.gatherSymbols(dataGatheringItems);
-    });
-
-    if (!isDataGatheringLocked) {
-      Logger.log(
-        'Max data gathering has been started.',
-        'DataGatheringService'
-      );
-      console.time('data-gathering-max');
-
-      await this.prismaService.property.create({
-        data: {
-          key: PROPERTY_LOCKED_DATA_GATHERING,
-          value: new Date().toISOString()
-        }
-      });
-
-      const symbols = await this.getSymbolsMax();
-
-      try {
-        await this.gatherSymbols(symbols);
-
-        await this.prismaService.property.upsert({
-          create: {
-            key: PROPERTY_LAST_DATA_GATHERING,
-            value: new Date().toISOString()
-          },
-          update: { value: new Date().toISOString() },
-          where: { key: PROPERTY_LAST_DATA_GATHERING }
-        });
-      } catch (error) {
-        Logger.error(error, 'DataGatheringService');
-      }
-
-      await this.prismaService.property.delete({
-        where: {
-          key: PROPERTY_LOCKED_DATA_GATHERING
-        }
-      });
-
-      Logger.log(
-        'Max data gathering has been completed.',
-        'DataGatheringService'
-      );
-      console.timeEnd('data-gathering-max');
-    }
   }
 
   public async gatherSymbol({ dataSource, symbol }: UniqueAsset) {
-    const isDataGatheringLocked = await this.prismaService.property.findUnique({
+    await this.marketDataService.deleteMany({ dataSource, symbol });
-      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
+
+    const symbols = (await this.getSymbolsMax()).filter((dataGatheringItem) => {
+      return (
+        dataGatheringItem.dataSource === dataSource &&
+        dataGatheringItem.symbol === symbol
+      );
     });
-
+    await this.gatherSymbols(symbols);
-    if (!isDataGatheringLocked) {
-      Logger.log(
-        `Symbol data gathering for ${symbol} has been started.`,
-        'DataGatheringService'
-      );
-      console.time('data-gathering-symbol');
-
-      await this.prismaService.property.create({
-        data: {
-          key: PROPERTY_LOCKED_DATA_GATHERING,
-          value: new Date().toISOString()
-        }
-      });
-
-      const symbols = (await this.getSymbolsMax()).filter(
-        (dataGatheringItem) => {
-          return (
-            dataGatheringItem.dataSource === dataSource &&
-            dataGatheringItem.symbol === symbol
-          );
-        }
-      );
-
-      try {
-        await this.gatherSymbols(symbols);
-
-        await this.prismaService.property.upsert({
-          create: {
-            key: PROPERTY_LAST_DATA_GATHERING,
-            value: new Date().toISOString()
-          },
-          update: { value: new Date().toISOString() },
-          where: { key: PROPERTY_LAST_DATA_GATHERING }
-        });
-      } catch (error) {
-        Logger.error(error, 'DataGatheringService');
-      }
-
-      await this.prismaService.property.delete({
-        where: {
-          key: PROPERTY_LOCKED_DATA_GATHERING
-        }
-      });
-
-      Logger.log(
-        `Symbol data gathering for ${symbol} has been completed.`,
-        'DataGatheringService'
-      );
-      console.timeEnd('data-gathering-symbol');
-    }
   }
 
   public async gatherSymbolForDate({
@@ -235,15 +116,6 @@ export class DataGatheringService {
       uniqueAssets = await this.getUniqueAssets();
     }
 
-    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(
       uniqueAssets
     );
@@ -334,136 +206,21 @@ export class DataGatheringService {
   }
 
   public async gatherSymbols(aSymbolsWithStartDate: IDataGatheringItem[]) {
-    let hasError = false;
-    let symbolCounter = 0;
-
     for (const { dataSource, date, symbol } of aSymbolsWithStartDate) {
       if (dataSource === 'MANUAL') {
         continue;
       }
 
-      this.dataGatheringProgress = symbolCounter / aSymbolsWithStartDate.length;
+      await this.addJobToQueue(
-
+        GATHER_HISTORICAL_MARKET_DATA_PROCESS,
-      try {
+        {
-        const historicalData = await this.dataProviderService.getHistoricalRaw(
+          dataSource,
-          [{ dataSource, symbol }],
           date,
-          new Date()
+          symbol
-        );
+        },
-
+        GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS
-        let currentDate = date;
+      );
-        let lastMarketPrice: number;
-
-        while (
-          isBefore(
-            currentDate,
-            new Date(
-              Date.UTC(
-                getYear(new Date()),
-                getMonth(new Date()),
-                getDate(new Date()),
-                0
-              )
-            )
-          )
-        ) {
-          if (
-            historicalData[symbol]?.[format(currentDate, DATE_FORMAT)]
-              ?.marketPrice
-          ) {
-            lastMarketPrice =
-              historicalData[symbol]?.[format(currentDate, DATE_FORMAT)]
-                ?.marketPrice;
-          }
-
-          if (lastMarketPrice) {
-            try {
-              await this.prismaService.marketData.create({
-                data: {
-                  dataSource,
-                  symbol,
-                  date: new Date(
-                    Date.UTC(
-                      getYear(currentDate),
-                      getMonth(currentDate),
-                      getDate(currentDate),
-                      0
-                    )
-                  ),
-                  marketPrice: lastMarketPrice
-                }
-              });
-            } catch {}
-          } else {
-            Logger.warn(
-              `Failed to gather data for symbol ${symbol} from ${dataSource} at ${format(
-                currentDate,
-                DATE_FORMAT
-              )}.`,
-              'DataGatheringService'
-            );
-          }
-
-          // Count month one up for iteration
-          currentDate = new Date(
-            Date.UTC(
-              getYear(currentDate),
-              getMonth(currentDate),
-              getDate(currentDate) + 1,
-              0
-            )
-          );
-        }
-      } catch (error) {
-        hasError = true;
-        Logger.error(error, 'DataGatheringService');
-      }
-
-      if (symbolCounter > 0 && symbolCounter % 100 === 0) {
-        Logger.log(
-          `Data gathering progress: ${(
-            this.dataGatheringProgress * 100
-          ).toFixed(2)}%`,
-          'DataGatheringService'
-        );
-      }
-
-      symbolCounter += 1;
     }
-
-    await this.exchangeRateDataService.initialize();
-
-    if (hasError) {
-      throw '';
-    }
-  }
-
-  public async getDataGatheringProgress() {
-    const isInProgress = await this.getIsInProgress();
-
-    if (isInProgress) {
-      return this.dataGatheringProgress;
-    }
-
-    return undefined;
-  }
-
-  public async getIsInProgress() {
-    return await this.prismaService.property.findUnique({
-      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
-    });
-  }
-
-  public async getLastDataGathering() {
-    const lastDataGathering = await this.prismaService.property.findUnique({
-      where: { key: PROPERTY_LAST_DATA_GATHERING }
-    });
-
-    if (lastDataGathering?.value) {
-      return new Date(lastDataGathering.value);
-    }
-
-    return undefined;
   }
 
   public async getSymbolsMax(): Promise<IDataGatheringItem[]> {
@@ -534,19 +291,6 @@ export class DataGatheringService {
       });
   }
 
-  public async reset() {
-    Logger.log('Data gathering has been reset.', 'DataGatheringService');
-
-    await this.prismaService.property.deleteMany({
-      where: {
-        OR: [
-          { key: PROPERTY_LAST_DATA_GATHERING },
-          { key: PROPERTY_LOCKED_DATA_GATHERING }
-        ]
-      }
-    });
-  }
-
   private async getSymbols7D(): Promise<IDataGatheringItem[]> {
     const startDate = subDays(resetHours(new Date()), 7);
 
@@ -610,15 +354,17 @@ export class DataGatheringService {
     return [...currencyPairsToGather, ...symbolProfilesToGather];
   }
 
-  private async isDataGatheringNeeded() {
+  private async hasJob(name: string, data: any) {
-    const lastDataGathering = await this.getLastDataGathering();
+    const jobs = await this.dataGatheringQueue.getJobs(
+      QUEUE_JOB_STATUS_LIST.filter((status) => {
+        return status !== 'completed';
+      })
+    );
 
-    const isDataGatheringLocked = await this.prismaService.property.findUnique({
+    return jobs.some((job) => {
-      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
+      return (
+        job.name === name && JSON.stringify(job.data) === JSON.stringify(data)
+      );
     });
-
-    const diffInHours = differenceInHours(new Date(), lastDataGathering);
-
-    return (diffInHours >= 1 || !lastDataGathering) && !isDataGatheringLocked;
   }
 }

apps/api/src/services/data-provider/alpha-vantage/alpha-vantage.service.ts

@@ -9,7 +9,7 @@ import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource, SymbolProfile } from '@prisma/client';
-import { isAfter, isBefore, parse } from 'date-fns';
+import { format, isAfter, isBefore, parse } from 'date-fns';
 
 import { IAlphaVantageHistoricalResponse } from './interfaces/interfaces';
 
@@ -76,9 +76,12 @@ export class AlphaVantageService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      Logger.error(error, 'AlphaVantageService');
+      throw new Error(
-
+        `Could not get historical market data for ${aSymbol} (${this.getName()}) from ${format(
-      return {};
+          from,
+          DATE_FORMAT
+        )} to ${format(to, DATE_FORMAT)}: [${error.name}] ${error.message}`
+      );
     }
   }
 

apps/api/src/services/data-provider/eod-historical-data/eod-historical-data.service.ts

@@ -72,10 +72,13 @@ export class EodHistoricalDataService implements DataProviderInterface {
         { [aSymbol]: {} }
       );
     } catch (error) {
-      Logger.error(error, 'EodHistoricalDataService');
+      throw new Error(
+        `Could not get historical market data for ${aSymbol} (${this.getName()}) from ${format(
+          from,
+          DATE_FORMAT
+        )} to ${format(to, DATE_FORMAT)}: [${error.name}] ${error.message}`
+      );
     }
-
-    return {};
   }
 
   public getName(): DataSource {

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

@@ -87,10 +87,13 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
         }
       };
     } catch (error) {
-      Logger.error(error, 'GhostfolioScraperApiService');
+      throw new Error(
+        `Could not get historical market data for ${aSymbol} (${this.getName()}) from ${format(
+          from,
+          DATE_FORMAT
+        )} to ${format(to, DATE_FORMAT)}: [${error.name}] ${error.message}`
+      );
     }
-
-    return {};
   }
 
   public getName(): DataSource {

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

@@ -71,10 +71,13 @@ export class GoogleSheetsService implements DataProviderInterface {
         [symbol]: historicalData
       };
     } catch (error) {
-      Logger.error(error, 'GoogleSheetsService');
+      throw new Error(
+        `Could not get historical market data for ${aSymbol} (${this.getName()}) from ${format(
+          from,
+          DATE_FORMAT
+        )} to ${format(to, DATE_FORMAT)}: [${error.name}] ${error.message}`
+      );
     }
-
-    return {};
   }
 
   public getName(): DataSource {

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

@@ -90,7 +90,14 @@ export class RakutenRapidApiService implements DataProviderInterface {
           }
         };
       }
-    } catch (error) {}
+    } catch (error) {
+      throw new Error(
+        `Could not get historical market data for ${aSymbol} (${this.getName()}) from ${format(
+          from,
+          DATE_FORMAT
+        )} to ${format(to, DATE_FORMAT)}: [${error.name}] ${error.message}`
+      );
+    }
 
     return {};
   }

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

@@ -37,10 +37,15 @@ export class YahooFinanceService implements DataProviderInterface {
   }
 
   public convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
-    const symbol = aYahooFinanceSymbol.replace(
+    let symbol = aYahooFinanceSymbol.replace(
       new RegExp(`-${this.baseCurrency}$`),
       this.baseCurrency
     );
+
+    if (symbol.includes('=X') && !symbol.includes(this.baseCurrency)) {
+      symbol = `${this.baseCurrency}${symbol}`;
+    }
+
     return symbol.replace('=X', '');
   }
 
@@ -131,7 +136,13 @@ export class YahooFinanceService implements DataProviderInterface {
       if (url) {
         response.url = url;
       }
-    } catch {}
+    } catch (error) {
+      throw new Error(
+        `Could not get asset profile for ${aSymbol} (${this.getName()}): [${
+          error.name
+        }] ${error.message}`
+      );
+    }
 
     return response;
   }
@@ -175,6 +186,9 @@ export class YahooFinanceService implements DataProviderInterface {
         if (symbol === 'USDGBp') {
           // Convert GPB to GBp (pence)
           marketPrice = new Big(marketPrice).mul(100).toNumber();
+        } else if (symbol === 'USDILA') {
+          // Convert ILS to ILA
+          marketPrice = new Big(marketPrice).mul(100).toNumber();
         }
 
         response[symbol][format(historicalItem.date, DATE_FORMAT)] = {
@@ -185,12 +199,12 @@ export class YahooFinanceService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      Logger.warn(
+      throw new Error(
-        `Skipping yahooFinance2.getHistorical("${aSymbol}"): [${error.name}] ${error.message}`,
+        `Could not get historical market data for ${aSymbol} (${this.getName()}) from ${format(
-        'YahooFinanceService'
+          from,
+          DATE_FORMAT
+        )} to ${format(to, DATE_FORMAT)}: [${error.name}] ${error.message}`
       );
-
-      return {};
     }
   }
 
@@ -237,9 +251,31 @@ export class YahooFinanceService implements DataProviderInterface {
               .mul(100)
               .toNumber()
           };
+        } else if (
+          symbol === 'USDILS' &&
+          yahooFinanceSymbols.includes('USDILA=X')
+        ) {
+          // Convert ILS to ILA
+          response['USDILA'] = {
+            ...response[symbol],
+            currency: 'ILA',
+            marketPrice: new Big(response[symbol].marketPrice)
+              .mul(100)
+              .toNumber()
+          };
         }
       }
 
+      if (yahooFinanceSymbols.includes('USDUSX=X')) {
+        // Convert USD to USX (cent)
+        response['USDUSX'] = {
+          currency: 'USX',
+          dataSource: this.getName(),
+          marketPrice: new Big(1).mul(100).toNumber(),
+          marketState: 'open'
+        };
+      }
+
       return response;
     } catch (error) {
       Logger.error(error, 'YahooFinanceService');

apps/api/src/services/exchange-rate-data.service.ts

@@ -122,15 +122,6 @@ export class ExchangeRateDataService {
       return 0;
     }
 
-    const hasNaN = Object.values(this.exchangeRates).some((exchangeRate) => {
-      return isNaN(exchangeRate);
-    });
-
-    if (hasNaN) {
-      // Reinitialize if data is not loaded correctly
-      this.initialize();
-    }
-
     let factor = 1;
 
     if (aFromCurrency !== aToCurrency) {

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

@@ -6,7 +6,7 @@ export interface Environment extends CleanedEnvAccessors {
   BASE_CURRENCY: string;
   CACHE_TTL: number;
   DATA_SOURCE_PRIMARY: string;
-  DATA_SOURCES: string | string[]; // string is not correct, error in envalid?
+  DATA_SOURCES: string[];
   ENABLE_FEATURE_BLOG: boolean;
   ENABLE_FEATURE_CUSTOM_SYMBOLS: boolean;
   ENABLE_FEATURE_FEAR_AND_GREED_INDEX: boolean;
@@ -23,8 +23,8 @@ export interface Environment extends CleanedEnvAccessors {
   GOOGLE_SHEETS_ID: string;
   GOOGLE_SHEETS_PRIVATE_KEY: string;
   JWT_SECRET_KEY: string;
+  MAX_ACTIVITIES_TO_IMPORT: number;
   MAX_ITEM_IN_CACHE: number;
-  MAX_ORDERS_TO_IMPORT: number;
   PORT: number;
   RAKUTEN_RAPID_API_KEY: string;
   REDIS_HOST: string;

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

@@ -1,3 +1,4 @@
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import { MarketState } from '@ghostfolio/common/types';
 import {
   Account,
@@ -32,8 +33,6 @@ export interface IDataProviderResponse {
   marketState: MarketState;
 }
 
-export interface IDataGatheringItem {
+export interface IDataGatheringItem extends UniqueAsset {
-  dataSource: DataSource;
   date?: Date;
-  symbol: string;
 }

apps/client/jest.config.ts

@@ -1,4 +1,4 @@
-module.exports = {
+export default {
   displayName: 'client',
 
   setupFilesAfterEnv: ['<rootDir>/src/test-setup.ts'],
@@ -18,5 +18,5 @@ module.exports = {
     '^.+.(ts|mjs|js|html)$': 'jest-preset-angular'
   },
   transformIgnorePatterns: ['node_modules/(?!.*.mjs$)'],
-  preset: '../../jest.preset.ts'
+  preset: '../../jest.preset.js'
 };

apps/client/src/app/adapter/custom-date-adapter.ts

@@ -5,9 +5,6 @@ import { getDateFormatString } from '@ghostfolio/common/helper';
 import { format, parse } from 'date-fns';
 
 export class CustomDateAdapter extends NativeDateAdapter {
-  /**
-   * @constructor
-   */
   public constructor(
     @Inject(MAT_DATE_LOCALE) public locale: string,
     @Inject(forwardRef(() => MAT_DATE_LOCALE)) matDateLocale: string,

apps/client/src/app/app-routing.module.ts

@@ -16,6 +16,13 @@ const routes: Routes = [
         (m) => m.ChangelogPageModule
       )
   },
+  {
+    path: 'about/privacy-policy',
+    loadChildren: () =>
+      import('./pages/about/privacy-policy/privacy-policy-page.module').then(
+        (m) => m.PrivacyPolicyPageModule
+      )
+  },
   {
     path: 'account',
     loadChildren: () =>
@@ -52,6 +59,11 @@ const routes: Routes = [
         './pages/blog/2021/07/hallo-ghostfolio/hallo-ghostfolio-page.module'
       ).then((m) => m.HalloGhostfolioPageModule)
   },
+  {
+    path: 'demo',
+    loadChildren: () =>
+      import('./pages/demo/demo-page.module').then((m) => m.DemoPageModule)
+  },
   {
     path: 'en/blog/2021/07/hello-ghostfolio',
     loadChildren: () =>
@@ -66,6 +78,25 @@ const routes: Routes = [
         './pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.module'
       ).then((m) => m.FirstMonthsInOpenSourcePageModule)
   },
+  {
+    path: 'en/blog/2022/07/ghostfolio-meets-internet-identity',
+    loadChildren: () =>
+      import(
+        './pages/blog/2022/07/ghostfolio-meets-internet-identity/ghostfolio-meets-internet-identity-page.module'
+      ).then((m) => m.GhostfolioMeetsInternetIdentityPageModule)
+  },
+  {
+    path: 'en/blog/2022/07/how-do-i-get-my-finances-in-order',
+    loadChildren: () =>
+      import(
+        './pages/blog/2022/07/how-do-i-get-my-finances-in-order/how-do-i-get-my-finances-in-order-page.module'
+      ).then((m) => m.HowDoIGetMyFinancesInOrderPageModule)
+  },
+  {
+    path: 'faq',
+    loadChildren: () =>
+      import('./pages/faq/faq-page.module').then((m) => m.FaqPageModule)
+  },
   {
     path: 'features',
     loadChildren: () =>
@@ -78,6 +109,13 @@ const routes: Routes = [
     loadChildren: () =>
       import('./pages/home/home-page.module').then((m) => m.HomePageModule)
   },
+  {
+    path: 'markets',
+    loadChildren: () =>
+      import('./pages/markets/markets-page.module').then(
+        (m) => m.MarketsPageModule
+      )
+  },
   {
     path: 'p',
     loadChildren: () =>
@@ -120,6 +158,13 @@ const routes: Routes = [
         (m) => m.FirePageModule
       )
   },
+  {
+    path: 'portfolio/holdings',
+    loadChildren: () =>
+      import('./pages/portfolio/holdings/holdings-page.module').then(
+        (m) => m.HoldingsPageModule
+      )
+  },
   {
     path: 'portfolio/report',
     loadChildren: () =>

apps/client/src/app/app.component.html

@@ -15,13 +15,17 @@
   >
     <div class="row">
       <div class="col-md-8 offset-md-2 text-center">
-        <a *ngIf="canCreateAccount" class="text-center" [routerLink]="['/']">
+        <a
+          *ngIf="canCreateAccount"
+          class="text-center"
+          [routerLink]="['/register']"
+        >
           <div
             class="cursor-pointer d-inline-block info-message px-3 py-2"
             (click)="onCreateAccount()"
           >
             <span i18n>You are using the Live Demo.</span>
-            <a class="ml-2" href="#" i18n>Create Account</a>
+            <span class="a ml-2" i18n>Create Account</span>
           </div></a
         >
         <div

apps/client/src/app/app.component.scss

@@ -17,7 +17,7 @@
         border-radius: 2rem;
         font-size: 80%;
 
-        a {
+        .a {
           color: rgba(var(--palette-primary-500), 1);
           font-weight: 500;
         }

apps/client/src/app/app.module.ts

@@ -1,6 +1,8 @@
 import { Platform } from '@angular/cdk/platform';
 import { HttpClientModule } from '@angular/common/http';
 import { NgModule } from '@angular/core';
+import { MatAutocompleteModule } from '@angular/material/autocomplete';
+import { MatChipsModule } from '@angular/material/chips';
 import {
   DateAdapter,
   MAT_DATE_FORMATS,
@@ -38,6 +40,8 @@ export function NgxStripeFactory(): string {
     GfHeaderModule,
     HttpClientModule,
     MarkdownModule.forRoot(),
+    MatAutocompleteModule,
+    MatChipsModule,
     MaterialCssVarsModule.forRoot({
       darkThemeClass: 'is-dark-theme',
       isAutoContrast: true,

apps/client/src/app/components/access-table/access-table.module.ts

@@ -10,7 +10,6 @@ import { AccessTableComponent } from './access-table.component';
   declarations: [AccessTableComponent],
   exports: [AccessTableComponent],
   imports: [CommonModule, MatButtonModule, MatMenuModule, MatTableModule],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfPortfolioAccessTableModule {}

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.component.scss

@@ -0,0 +1,7 @@
+:host {
+  display: block;
+
+  .mat-dialog-content {
+    max-height: unset;
+  }
+}

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

@@ -0,0 +1,112 @@
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  Inject,
+  OnDestroy,
+  OnInit
+} from '@angular/core';
+import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { downloadAsFile } from '@ghostfolio/common/helper';
+import { User } from '@ghostfolio/common/interfaces';
+import { OrderWithAccount } from '@ghostfolio/common/types';
+import { AccountType } from '@prisma/client';
+import { format, parseISO } from 'date-fns';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+import { AccountDetailDialogParams } from './interfaces/interfaces';
+
+@Component({
+  host: { class: 'd-flex flex-column h-100' },
+  selector: 'gf-account-detail-dialog',
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  templateUrl: 'account-detail-dialog.html',
+  styleUrls: ['./account-detail-dialog.component.scss']
+})
+export class AccountDetailDialog implements OnDestroy, OnInit {
+  public accountType: AccountType;
+  public name: string;
+  public orders: OrderWithAccount[];
+  public platformName: string;
+  public user: User;
+  public valueInBaseCurrency: number;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    private changeDetectorRef: ChangeDetectorRef,
+    @Inject(MAT_DIALOG_DATA) public data: AccountDetailDialogParams,
+    private dataService: DataService,
+    public dialogRef: MatDialogRef<AccountDetailDialog>,
+    private userService: UserService
+  ) {
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+  }
+
+  public ngOnInit(): void {
+    this.dataService
+      .fetchAccount(this.data.accountId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ accountType, name, Platform, valueInBaseCurrency }) => {
+        this.accountType = accountType;
+        this.name = name;
+        this.platformName = Platform?.name;
+        this.valueInBaseCurrency = valueInBaseCurrency;
+
+        this.changeDetectorRef.markForCheck();
+      });
+
+    this.dataService
+      .fetchActivities({
+        filters: [{ id: this.data.accountId, type: 'ACCOUNT' }]
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ activities }) => {
+        this.orders = activities;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
+  public onClose(): void {
+    this.dialogRef.close();
+  }
+
+  public onExport() {
+    this.dataService
+      .fetchExport(
+        this.orders.map((order) => {
+          return order.id;
+        })
+      )
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data) => {
+        downloadAsFile({
+          content: data,
+          fileName: `ghostfolio-export-${this.name
+            .replace(/\s+/g, '-')
+            .toLowerCase()}-${format(
+            parseISO(data.meta.date),
+            'yyyyMMddHHmm'
+          )}.json`,
+          format: 'json'
+        });
+      });
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

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

@@ -0,0 +1,64 @@
+<gf-dialog-header
+  mat-dialog-title
+  position="center"
+  [deviceType]="data.deviceType"
+  [title]="name"
+  (closeButtonClicked)="onClose()"
+></gf-dialog-header>
+
+<div class="flex-grow-1" mat-dialog-content>
+  <div class="container p-0">
+    <div class="row">
+      <div class="col-12 d-flex justify-content-center mb-3">
+        <gf-value
+          size="large"
+          [currency]="user?.settings?.baseCurrency"
+          [locale]="user?.settings?.locale"
+          [value]="valueInBaseCurrency"
+        ></gf-value>
+      </div>
+    </div>
+
+    <div class="row">
+      <div class="col-6 mb-3">
+        <gf-value
+          label="Account Type"
+          size="medium"
+          [value]="accountType"
+        ></gf-value>
+      </div>
+      <div class="col-6 mb-3">
+        <gf-value
+          label="Platform"
+          size="medium"
+          [value]="platformName"
+        ></gf-value>
+      </div>
+    </div>
+
+    <div *ngIf="orders?.length > 0" class="row">
+      <div class="col mb-3">
+        <div class="h5 mb-0" i18n>Activities</div>
+        <gf-activities-table
+          [activities]="orders"
+          [baseCurrency]="user?.settings?.baseCurrency"
+          [deviceType]="data.deviceType"
+          [hasPermissionToCreateActivity]="false"
+          [hasPermissionToExportActivities]="!hasImpersonationId"
+          [hasPermissionToFilter]="false"
+          [hasPermissionToImportActivities]="false"
+          [hasPermissionToOpenDetails]="false"
+          [locale]="user?.settings?.locale"
+          [showActions]="false"
+          (export)="onExport()"
+        ></gf-activities-table>
+      </div>
+    </div>
+  </div>
+</div>
+
+<gf-dialog-footer
+  mat-dialog-actions
+  [deviceType]="data.deviceType"
+  (closeButtonClicked)="onClose()"
+></gf-dialog-footer>

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

@@ -0,0 +1,27 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+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';
+import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
+import { GfValueModule } from '@ghostfolio/ui/value';
+import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
+
+import { AccountDetailDialog } from './account-detail-dialog.component';
+
+@NgModule({
+  declarations: [AccountDetailDialog],
+  imports: [
+    CommonModule,
+    GfActivitiesTableModule,
+    GfDialogFooterModule,
+    GfDialogHeaderModule,
+    GfValueModule,
+    MatButtonModule,
+    MatDialogModule,
+    NgxSkeletonLoaderModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfAccountDetailDialogModule {}

apps/client/src/app/components/account-detail-dialog/interfaces/interfaces.ts

@@ -0,0 +1,5 @@
+export interface AccountDetailDialogParams {
+  accountId: string;
+  deviceType: string;
+  hasImpersonationId: boolean;
+}

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

@@ -65,7 +65,7 @@
   <ng-container matColumnDef="transactions">
     <th *matHeaderCellDef class="px-1 text-right" mat-header-cell>
       <span class="d-block d-sm-none">#</span>
-      <span class="d-none d-sm-block" i18n>Transactions</span>
+      <span class="d-none d-sm-block" i18n>Activities</span>
     </th>
     <td *matCellDef="let element" class="px-1 text-right" mat-cell>
       <ng-container *ngIf="element.accountType === 'SECURITIES'">{{
@@ -212,7 +212,12 @@
   </ng-container>
 
   <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
-  <tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
+  <tr
+    *matRowDef="let row; columns: displayedColumns"
+    class="cursor-pointer"
+    mat-row
+    (click)="onOpenAccountDetailDialog(row.id)"
+  ></tr>
   <tr
     *matFooterRowDef="displayedColumns"
     mat-footer-row

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

@@ -9,6 +9,7 @@ import {
   Output
 } from '@angular/core';
 import { MatTableDataSource } from '@angular/material/table';
+import { Router } from '@angular/router';
 import { Account as AccountModel } from '@prisma/client';
 import { Subject, Subscription } from 'rxjs';
 
@@ -39,7 +40,7 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
 
   private unsubscribeSubject = new Subject<void>();
 
-  public constructor() {}
+  public constructor(private router: Router) {}
 
   public ngOnInit() {}
 
@@ -75,6 +76,12 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
     }
   }
 
+  public onOpenAccountDetailDialog(accountId: string) {
+    this.router.navigate([], {
+      queryParams: { accountId, accountDetailDialog: true }
+    });
+  }
+
   public onUpdateAccount(aAccount: AccountModel) {
     this.accountToUpdate.emit(aAccount);
   }

apps/client/src/app/components/accounts-table/accounts-table.module.ts

@@ -25,7 +25,6 @@ import { AccountsTableComponent } from './accounts-table.component';
     NgxSkeletonLoaderModule,
     RouterModule
   ],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfAccountsTableModule {}

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

@@ -0,0 +1,110 @@
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  OnDestroy,
+  OnInit
+} from '@angular/core';
+import { FormBuilder, FormGroup } from '@angular/forms';
+import { AdminService } from '@ghostfolio/client/services/admin.service';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { QUEUE_JOB_STATUS_LIST } from '@ghostfolio/common/config';
+import { getDateWithTimeFormatString } from '@ghostfolio/common/helper';
+import { AdminJobs, User } from '@ghostfolio/common/interfaces';
+import { JobStatus } from 'bull';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  selector: 'gf-admin-jobs',
+  styleUrls: ['./admin-jobs.scss'],
+  templateUrl: './admin-jobs.html'
+})
+export class AdminJobsComponent implements OnDestroy, OnInit {
+  public defaultDateTimeFormat: string;
+  public filterForm: FormGroup;
+  public jobs: AdminJobs['jobs'] = [];
+  public statusFilterOptions = QUEUE_JOB_STATUS_LIST;
+  public user: User;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    private adminService: AdminService,
+    private changeDetectorRef: ChangeDetectorRef,
+    private formBuilder: FormBuilder,
+    private userService: UserService
+  ) {
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+
+          this.defaultDateTimeFormat = getDateWithTimeFormatString(
+            this.user.settings.locale
+          );
+        }
+      });
+  }
+
+  public ngOnInit() {
+    this.filterForm = this.formBuilder.group({
+      status: []
+    });
+
+    this.filterForm.valueChanges
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        const currentFilter = this.filterForm.get('status').value;
+        this.fetchJobs(currentFilter ? [currentFilter] : undefined);
+      });
+
+    this.fetchJobs();
+  }
+
+  public onDeleteJob(aId: string) {
+    this.adminService
+      .deleteJob(aId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.fetchJobs();
+      });
+  }
+
+  public onDeleteJobs() {
+    const currentFilter = this.filterForm.get('status').value;
+
+    this.adminService
+      .deleteJobs({ status: currentFilter ? [currentFilter] : undefined })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.fetchJobs(currentFilter ? [currentFilter] : undefined);
+      });
+  }
+
+  public onViewData(aData: AdminJobs['jobs'][0]['data']) {
+    alert(JSON.stringify(aData, null, '  '));
+  }
+
+  public onViewStacktrace(aStacktrace: AdminJobs['jobs'][0]['stacktrace']) {
+    alert(JSON.stringify(aStacktrace, null, '  '));
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private fetchJobs(aStatus?: JobStatus[]) {
+    this.adminService
+      .fetchJobs({ status: aStatus })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ jobs }) => {
+        this.jobs = jobs;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+}

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

@@ -0,0 +1,130 @@
+<div class="container">
+  <div class="row">
+    <div class="col">
+      <form class="align-items-center d-flex" [formGroup]="filterForm">
+        <mat-form-field appearance="outline" class="flex-grow-1">
+          <mat-select formControlName="status">
+            <mat-option></mat-option>
+            <mat-option
+              *ngFor="let statusFilterOption of statusFilterOptions"
+              [value]="statusFilterOption"
+              >{{ statusFilterOption }}</mat-option
+            >
+          </mat-select>
+        </mat-form-field>
+        <button
+          class="ml-1"
+          color="warn"
+          mat-flat-button
+          (click)="onDeleteJobs()"
+        >
+          <span i18n>Delete Jobs</span>
+        </button>
+      </form>
+      <table class="gf-table w-100">
+        <thead>
+          <tr class="mat-header-row">
+            <th class="mat-header-cell px-1 py-2 text-right" i18n>#</th>
+            <th class="mat-header-cell px-1 py-2" i18n>Type</th>
+            <th class="mat-header-cell px-1 py-2" i18n>Symbol</th>
+            <th class="mat-header-cell px-1 py-2" i18n>Data Source</th>
+            <th class="mat-header-cell px-1 py-2 text-right" i18n>Attempts</th>
+            <th class="mat-header-cell px-1 py-2" i18n>Created</th>
+            <th class="mat-header-cell px-1 py-2" i18n>Finished</th>
+            <th class="mat-header-cell px-1 py-2" i18n>Status</th>
+            <th class="mat-header-cell px-1 py-2"></th>
+          </tr>
+        </thead>
+        <tbody>
+          <ng-container *ngFor="let job of jobs">
+            <tr class="mat-row">
+              <td class="mat-cell px-1 py-2 text-right">{{ job.id }}</td>
+              <td class="mat-cell px-1 py-2">
+                <span class="align-items-center d-flex">
+                  <ion-icon
+                    class="mr-1"
+                    name="arrow-down-circle-outline"
+                  ></ion-icon>
+                  <ng-container *ngIf="job.name === 'GATHER_ASSET_PROFILE'">
+                    <span i18n>Asset Profile</span>
+                  </ng-container>
+                  <ng-container
+                    *ngIf="job.name === 'GATHER_HISTORICAL_MARKET_DATA'"
+                  >
+                    <span i18n>Historical Market Data</span>
+                  </ng-container>
+                </span>
+              </td>
+              <td class="mat-cell px-1 py-2">{{ job.data?.symbol }}</td>
+              <td class="mat-cell px-1 py-2">{{ job.data?.dataSource }}</td>
+              <td class="mat-cell px-1 py-2 text-right">
+                {{ job.attemptsMade }}
+              </td>
+              <td class="mat-cell px-1 py-2">
+                {{ job.timestamp | date: defaultDateTimeFormat }}
+              </td>
+              <td class="mat-cell px-1 py-2">
+                {{ job.finishedOn | date: defaultDateTimeFormat }}
+              </td>
+              <td class="mat-cell px-1 py-2">
+                <ion-icon
+                  *ngIf="job.state === 'active'"
+                  name="play-outline"
+                ></ion-icon>
+                <ion-icon
+                  *ngIf="job.state === 'completed'"
+                  class="text-success"
+                  name="checkmark-circle-outline"
+                ></ion-icon>
+                <ion-icon
+                  *ngIf="job.state === 'delayed'"
+                  name="time-outline"
+                  [ngClass]="{ 'text-danger': job.stacktrace?.length > 0 }"
+                ></ion-icon>
+                <ion-icon
+                  *ngIf="job.state === 'failed'"
+                  class="text-danger"
+                  name="alert-circle-outline"
+                ></ion-icon>
+                <ion-icon
+                  *ngIf="job.state === 'paused'"
+                  name="pause-outline"
+                ></ion-icon>
+                <ion-icon
+                  *ngIf="job.state === 'waiting'"
+                  name="cafe-outline"
+                ></ion-icon>
+              </td>
+              <td class="mat-cell px-1 py-2">
+                <button
+                  class="mx-1 no-min-width px-2"
+                  mat-button
+                  [matMenuTriggerFor]="accountMenu"
+                  (click)="$event.stopPropagation()"
+                >
+                  <ion-icon name="ellipsis-vertical"></ion-icon>
+                </button>
+                <mat-menu #accountMenu="matMenu" xPosition="before">
+                  <button i18n mat-menu-item (click)="onViewData(job.data)">
+                    View Data
+                  </button>
+                  <button
+                    i18n
+                    mat-menu-item
+                    [disabled]="job.stacktrace?.length <= 0"
+                    (click)="onViewStacktrace(job.stacktrace)"
+                  >
+                    View Stacktrace
+                  </button>
+                  <button i18n mat-menu-item (click)="onDeleteJob(job.id)">
+                    Delete Job
+                  </button>
+                </mat-menu>
+              </td>
+            </tr>
+          </ng-container>
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>

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

@@ -0,0 +1,22 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { FormsModule, ReactiveFormsModule } from '@angular/forms';
+import { MatButtonModule } from '@angular/material/button';
+import { MatMenuModule } from '@angular/material/menu';
+import { MatSelectModule } from '@angular/material/select';
+
+import { AdminJobsComponent } from './admin-jobs.component';
+
+@NgModule({
+  declarations: [AdminJobsComponent],
+  imports: [
+    CommonModule,
+    FormsModule,
+    MatButtonModule,
+    MatMenuModule,
+    MatSelectModule,
+    ReactiveFormsModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfAdminJobsModule {}

apps/client/src/app/components/admin-jobs/admin-jobs.scss

@@ -0,0 +1,5 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+}

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.module.ts

@@ -9,7 +9,6 @@ import { GfMarketDataDetailDialogModule } from './market-data-detail-dialog/mark
   declarations: [AdminMarketDataDetailComponent],
   exports: [AdminMarketDataDetailComponent],
   imports: [CommonModule, GfLineChartModule, GfMarketDataDetailDialogModule],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfAdminMarketDataDetailModule {}

apps/client/src/app/components/admin-market-data-detail/market-data-detail-dialog/market-data-detail-dialog.module.ts

@@ -11,7 +11,6 @@ import { MarketDataDetailDialog } from './market-data-detail-dialog.component';
 
 @NgModule({
   declarations: [MarketDataDetailDialog],
-  exports: [],
   imports: [
     CommonModule,
     FormsModule,
@@ -22,7 +21,6 @@ import { MarketDataDetailDialog } from './market-data-detail-dialog.component';
     MatInputModule,
     ReactiveFormsModule
   ],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfMarketDataDetailDialogModule {}

apps/client/src/app/components/admin-market-data/admin-market-data.component.ts

@@ -31,9 +31,6 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
 
   private unsubscribeSubject = new Subject<void>();
 
-  /**
-   * @constructor
-   */
   public constructor(
     private adminService: AdminService,
     private changeDetectorRef: ChangeDetectorRef,
@@ -53,9 +50,6 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
       });
   }
 
-  /**
-   * Initializes the controller
-   */
   public ngOnInit() {
     this.fetchAdminMarketData();
   }

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

@@ -15,7 +15,6 @@ import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import {
   differenceInSeconds,
   formatDistanceToNowStrict,
-  isValid,
   parseISO
 } from 'date-fns';
 import { uniq } from 'lodash';
@@ -32,23 +31,17 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   public couponDuration: StringValue = '30 days';
   public coupons: Coupon[];
   public customCurrencies: string[];
-  public dataGatheringInProgress: boolean;
-  public dataGatheringProgress: number;
   public exchangeRates: { label1: string; label2: string; value: number }[];
   public hasPermissionForSubscription: boolean;
   public hasPermissionForSystemMessage: boolean;
   public hasPermissionToToggleReadOnlyMode: boolean;
   public info: InfoItem;
-  public lastDataGathering: string;
   public transactionCount: number;
   public userCount: number;
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
 
-  /**
-   * @constructor
-   */
   public constructor(
     private adminService: AdminService,
     private cacheService: CacheService,
@@ -82,9 +75,6 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
       });
   }
 
-  /**
-   * Initializes the controller
-   */
   public ngOnInit() {
     this.fetchAdminData();
   }
@@ -128,7 +118,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   public onDeleteCoupon(aCouponCode: string) {
     const confirmation = confirm('Do you really want to delete this coupon?');
 
-    if (confirmation) {
+    if (confirmation === true) {
       const coupons = this.coupons.filter((coupon) => {
         return coupon.code !== aCouponCode;
       });
@@ -139,7 +129,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   public onDeleteCurrency(aCurrency: string) {
     const confirmation = confirm('Do you really want to delete this currency?');
 
-    if (confirmation) {
+    if (confirmation === true) {
       const currencies = this.customCurrencies.filter((currency) => {
         return currency !== aCurrency;
       });
@@ -152,8 +142,23 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   }
 
   public onFlushCache() {
-    this.cacheService
+    const confirmation = confirm('Do you really want to flush the cache?');
-      .flush()
+
+    if (confirmation === true) {
+      this.cacheService
+        .flush()
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(() => {
+          setTimeout(() => {
+            window.location.reload();
+          }, 300);
+        });
+    }
+  }
+
+  public onGather7Days() {
+    this.adminService
+      .gather7Days()
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {
         setTimeout(() => {
@@ -163,20 +168,14 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   }
 
   public onGatherMax() {
-    const confirmation = confirm(
+    this.adminService
-      'This action may take some time. Do you want to proceed?'
+      .gatherMax()
-    );
+      .pipe(takeUntil(this.unsubscribeSubject))
-
+      .subscribe(() => {
-    if (confirmation === true) {
+        setTimeout(() => {
-      this.adminService
+          window.location.reload();
-        .gatherMax()
+        }, 300);
-        .pipe(takeUntil(this.unsubscribeSubject))
+      });
-        .subscribe(() => {
-          setTimeout(() => {
-            window.location.reload();
-          }, 300);
-        });
-    }
   }
 
   public onGatherProfileData() {
@@ -207,39 +206,15 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
     this.dataService
       .fetchAdminData()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(
+      .subscribe(({ exchangeRates, settings, transactionCount, userCount }) => {
-        ({
+        this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
-          dataGatheringProgress,
+        this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
-          exchangeRates,
+        this.exchangeRates = exchangeRates;
-          lastDataGathering,
+        this.transactionCount = transactionCount;
-          settings,
+        this.userCount = userCount;
-          transactionCount,
-          userCount
-        }) => {
-          this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
-          this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
-          this.dataGatheringProgress = dataGatheringProgress;
-          this.exchangeRates = exchangeRates;
 
-          if (isValid(parseISO(lastDataGathering?.toString()))) {
+        this.changeDetectorRef.markForCheck();
-            this.lastDataGathering = formatDistanceToNowStrict(
+      });
-              new Date(lastDataGathering),
-              {
-                addSuffix: true
-              }
-            );
-          } else if (lastDataGathering === 'IN_PROGRESS') {
-            this.dataGatheringInProgress = true;
-          } else {
-            this.lastDataGathering = 'Starting soon...';
-          }
-
-          this.transactionCount = transactionCount;
-          this.userCount = userCount;
-
-          this.changeDetectorRef.markForCheck();
-        }
-      );
   }
 
   private generateCouponCode(aLength: number) {

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

@@ -19,37 +19,30 @@
           <div class="d-flex my-3">
             <div class="w-50" i18n>Data Gathering</div>
             <div class="w-50">
-              <div>
+              <div class="overflow-hidden">
-                <ng-container *ngIf="lastDataGathering"
-                  >{{ lastDataGathering }}</ng-container
-                >
-                <ng-container *ngIf="dataGatheringInProgress" i18n
-                  >In Progress ({{ dataGatheringProgress | percent : '1.2-2'
-                  }})</ng-container
-                >
-              </div>
-              <div class="mt-2 overflow-hidden">
                 <div class="mb-2">
                   <button
                     color="accent"
                     mat-flat-button
-                    (click)="onFlushCache()"
+                    (click)="onGather7Days()"
                   >
                     <ion-icon
                       class="mr-1"
-                      name="close-circle-outline"
+                      name="cloud-download-outline"
                     ></ion-icon>
-                    <span i18n>Reset Data Gathering</span>
+                    <span i18n>Gather Recent Data</span>
                   </button>
                 </div>
                 <div class="mb-2">
                   <button
-                    color="warn"
+                    color="accent"
                     mat-flat-button
-                    [disabled]="dataGatheringInProgress"
                     (click)="onGatherMax()"
                   >
-                    <ion-icon class="mr-1" name="warning-outline"></ion-icon>
+                    <ion-icon
+                      class="mr-1"
+                      name="cloud-download-outline"
+                    ></ion-icon>
                     <span i18n>Gather All Data</span>
                   </button>
                 </div>
@@ -58,7 +51,6 @@
                     class="mb-2 mr-2"
                     color="accent"
                     mat-flat-button
-                    [disabled]="dataGatheringInProgress"
                     (click)="onGatherProfileData()"
                   >
                     <ion-icon
@@ -97,7 +89,6 @@
                       *ngIf="customCurrencies.includes(exchangeRate.label2)"
                       class="mini-icon mx-1 no-min-width px-2"
                       mat-button
-                      [disabled]="dataGatheringInProgress"
                       (click)="onDeleteCurrency(exchangeRate.label2)"
                     >
                       <ion-icon name="trash-outline"></ion-icon>
@@ -109,7 +100,6 @@
                 <button
                   color="primary"
                   mat-flat-button
-                  [disabled]="dataGatheringInProgress"
                   (click)="onAddCurrency()"
                 >
                   <ion-icon class="mr-1" name="add-outline"></ion-icon>
@@ -126,7 +116,6 @@
                 <button
                   class="mini-icon mx-1 no-min-width px-2"
                   mat-button
-                  [disabled]="dataGatheringInProgress"
                   (click)="onDeleteSystemMessage()"
                 >
                   <ion-icon name="trash-outline"></ion-icon>
@@ -197,6 +186,15 @@
               </div>
             </div>
           </div>
+          <div class="d-flex my-3">
+            <div class="w-50" i18n>Housekeeping</div>
+            <div class="w-50">
+              <button color="warn" mat-flat-button (click)="onFlushCache()">
+                <ion-icon class="mr-1" name="close-circle-outline"></ion-icon>
+                <span i18n>Flush Cache</span>
+              </button>
+            </div>
+          </div>
         </mat-card-content>
       </mat-card>
     </div>

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

@@ -21,9 +21,6 @@ export class AdminUsersComponent implements OnDestroy, OnInit {
 
   private unsubscribeSubject = new Subject<void>();
 
-  /**
-   * @constructor
-   */
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
@@ -38,9 +35,6 @@ export class AdminUsersComponent implements OnDestroy, OnInit {
       });
   }
 
-  /**
-   * Initializes the controller
-   */
   public ngOnInit() {
     this.fetchAdminData();
   }

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

@@ -29,17 +29,15 @@
               <td class="mat-cell px-1 py-2">
                 <div class="d-flex align-items-center">
                   <span class="d-none d-sm-inline-block"
-                    >{{ userItem.alias || userItem.id }}</span
+                    >{{ userItem.id }}</span
                   >
                   <span class="d-inline-block d-sm-none"
-                    >{{ userItem.alias || (userItem.id | slice:0:5) +
+                    >{{ (userItem.id | slice:0:5) + '...' }}</span
-                    '...' }}</span
                   >
-                  <ion-icon
+                  <gf-premium-indicator
                     *ngIf="userItem?.subscription?.type === 'Premium'"
-                    class="ml-1 text-muted"
+                    class="ml-1"
-                    name="diamond-outline"
+                  ></gf-premium-indicator>
-                  ></ion-icon>
                 </div>
               </td>
               <td class="mat-cell px-1 py-2 text-right">

apps/client/src/app/components/admin-users/admin-users.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 { MatMenuModule } from '@angular/material/menu';
+import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
 import { AdminUsersComponent } from './admin-users.component';
@@ -9,7 +10,13 @@ import { AdminUsersComponent } from './admin-users.component';
 @NgModule({
   declarations: [AdminUsersComponent],
   exports: [],
-  imports: [CommonModule, GfValueModule, MatButtonModule, MatMenuModule],
+  imports: [
+    CommonModule,
+    GfPremiumIndicatorModule,
+    GfValueModule,
+    MatButtonModule,
+    MatMenuModule
+  ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfAdminUsersModule {}

apps/client/src/app/components/dialog-footer/dialog-footer.module.ts

@@ -8,7 +8,6 @@ import { DialogFooterComponent } from './dialog-footer.component';
   declarations: [DialogFooterComponent],
   exports: [DialogFooterComponent],
   imports: [CommonModule, MatButtonModule],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfDialogFooterModule {}

apps/client/src/app/components/dialog-header/dialog-header.module.ts

@@ -8,7 +8,6 @@ import { DialogHeaderComponent } from './dialog-header.component';
   declarations: [DialogHeaderComponent],
   exports: [DialogHeaderComponent],
   imports: [CommonModule, MatButtonModule],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfDialogHeaderModule {}

apps/client/src/app/components/header/header.component.html

@@ -66,7 +66,9 @@
       >Resources</a
     >
     <a
-      *ngIf="hasPermissionForSubscription"
+      *ngIf="
+        hasPermissionForSubscription && user?.subscription?.type === 'Basic'
+      "
       class="d-none d-sm-block mx-1"
       i18n
       mat-flat-button
@@ -122,13 +124,11 @@
                 : 'radio-button-on-outline'
             "
           ></ion-icon>
-          <span *ngIf="user?.alias">{{ user.alias }}</span>
+          <span i18n>Me</span>
-          <span *ngIf="!user?.alias" i18n><span></span>Me</span>
         </button>
         <button
           *ngFor="let accessItem of user?.access"
           class="align-items-center d-flex"
-          disabled="false"
           mat-menu-item
           (click)="impersonateAccount(accessItem.id)"
         >
@@ -203,7 +203,9 @@
         >Resources</a
       >
       <a
-        *ngIf="hasPermissionForSubscription"
+        *ngIf="
+          hasPermissionForSubscription && user?.subscription?.type === 'Basic'
+        "
         class="d-block d-sm-none"
         i18n
         mat-menu-item
@@ -229,13 +231,7 @@
       mat-button
       [routerLink]="['/']"
     >
-      <gf-logo
+      <gf-logo [hideName]="currentRoute === 'register'"></gf-logo>
-        [hideName]="
-          !currentRoute ||
-          currentRoute === 'register' ||
-          currentRoute === 'start'
-        "
-      ></gf-logo>
     </a>
     <span class="spacer"></span>
     <a
@@ -271,6 +267,18 @@
       [routerLink]="['/pricing']"
       >Pricing</a
     >
+    <a
+      *ngIf="hasPermissionToAccessFearAndGreedIndex"
+      class="d-none d-sm-block mx-1"
+      i18n
+      mat-flat-button
+      [ngClass]="{
+        'font-weight-bold': currentRoute === 'markets',
+        'text-decoration-underline': currentRoute === 'markets'
+      }"
+      [routerLink]="['/markets']"
+      >Markets</a
+    >
     <a
       class="d-none d-sm-block mx-1 no-min-width px-1"
       href="https://github.com/ghostfolio/ghostfolio"

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

@@ -37,6 +37,7 @@ export class HeaderComponent implements OnChanges {
   public hasPermissionForSocialLogin: boolean;
   public hasPermissionForSubscription: boolean;
   public hasPermissionToAccessAdminControl: boolean;
+  public hasPermissionToAccessFearAndGreedIndex: boolean;
   public impersonationId: string;
   public isMenuOpen: boolean;
 
@@ -73,6 +74,11 @@ export class HeaderComponent implements OnChanges {
       this.user?.permissions,
       permissions.accessAdminControl
     );
+
+    this.hasPermissionToAccessFearAndGreedIndex = hasPermission(
+      this.info?.globalPermissions,
+      permissions.enableFearAndGreedIndex
+    );
   }
 
   public impersonateAccount(aId: string) {

apps/client/src/app/components/header/header.module.ts

@@ -21,7 +21,6 @@ import { HeaderComponent } from './header.component';
     MatToolbarModule,
     RouterModule
   ],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfHeaderModule {}

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

@@ -36,9 +36,6 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
 
   private unsubscribeSubject = new Subject<void>();
 
-  /**
-   * @constructor
-   */
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
@@ -81,9 +78,6 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
       });
   }
 
-  /**
-   * Initializes the controller
-   */
   public ngOnInit() {
     this.deviceType = this.deviceService.getDeviceInfo().deviceType;
 

apps/client/src/app/components/home-holdings/home-holdings.module.ts

@@ -11,7 +11,6 @@ import { HomeHoldingsComponent } from './home-holdings.component';
 
 @NgModule({
   declarations: [HomeHoldingsComponent],
-  exports: [],
   imports: [
     CommonModule,
     GfPositionDetailDialogModule,
@@ -21,7 +20,6 @@ import { HomeHoldingsComponent } from './home-holdings.component';
     MatCardModule,
     RouterModule
   ],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfHomeHoldingsModule {}

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

@@ -25,14 +25,11 @@ export class HomeMarketComponent implements OnDestroy, OnInit {
   public historicalData: HistoricalDataItem[];
   public info: InfoItem;
   public isLoading = true;
-  public readonly numberOfDays = 90;
+  public readonly numberOfDays = 180;
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
 
-  /**
-   * @constructor
-   */
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
@@ -47,52 +44,49 @@ export class HomeMarketComponent implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
-          this.hasPermissionToAccessFearAndGreedIndex = hasPermission(
-            this.user.permissions,
-            permissions.accessFearAndGreedIndex
-          );
-
-          if (this.hasPermissionToAccessFearAndGreedIndex) {
-            this.dataService
-              .fetchSymbolItem({
-                dataSource: this.info.fearAndGreedDataSource,
-                includeHistoricalData: this.numberOfDays,
-                symbol: ghostfolioFearAndGreedIndexSymbol
-              })
-              .pipe(takeUntil(this.unsubscribeSubject))
-              .subscribe(({ historicalData, marketPrice }) => {
-                this.fearAndGreedIndex = marketPrice;
-                this.historicalData = [
-                  ...historicalData,
-                  {
-                    date: resetHours(new Date()).toISOString(),
-                    value: marketPrice
-                  }
-                ];
-                this.isLoading = false;
-
-                this.changeDetectorRef.markForCheck();
-              });
-          }
-
-          this.dataService
-            .fetchBenchmarks()
-            .pipe(takeUntil(this.unsubscribeSubject))
-            .subscribe(({ benchmarks }) => {
-              this.benchmarks = benchmarks;
-
-              this.changeDetectorRef.markForCheck();
-            });
-
           this.changeDetectorRef.markForCheck();
         }
       });
   }
 
-  /**
+  public ngOnInit() {
-   * Initializes the controller
+    this.hasPermissionToAccessFearAndGreedIndex = hasPermission(
-   */
+      this.info?.globalPermissions,
-  public ngOnInit() {}
+      permissions.enableFearAndGreedIndex
+    );
+
+    if (this.hasPermissionToAccessFearAndGreedIndex) {
+      this.dataService
+        .fetchSymbolItem({
+          dataSource: this.info.fearAndGreedDataSource,
+          includeHistoricalData: this.numberOfDays,
+          symbol: ghostfolioFearAndGreedIndexSymbol
+        })
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(({ historicalData, marketPrice }) => {
+          this.fearAndGreedIndex = marketPrice;
+          this.historicalData = [
+            ...historicalData,
+            {
+              date: resetHours(new Date()).toISOString(),
+              value: marketPrice
+            }
+          ];
+
+          this.changeDetectorRef.markForCheck();
+        });
+    }
+
+    this.dataService
+      .fetchBenchmarks()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ benchmarks }) => {
+        this.benchmarks = benchmarks;
+        this.isLoading = false;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
 
   public ngOnDestroy() {
     this.unsubscribeSubject.next();

apps/client/src/app/components/home-market/home-market.html

@@ -28,16 +28,17 @@
   <div class="mb-3 row">
     <div class="col-xs-12 col-md-8 offset-md-2">
       <gf-benchmark
-        *ngFor="let benchmark of benchmarks"
+        [benchmarks]="benchmarks"
-        class="py-2"
-        [benchmark]="benchmark"
         [locale]="user?.settings?.locale"
       ></gf-benchmark>
-      <gf-benchmark
+      <ngx-skeleton-loader
-        *ngIf="!benchmarks"
+        *ngIf="isLoading"
-        class="py-2"
+        animation="pulse"
-        [benchmark]="undefined"
+        [theme]="{
-      ></gf-benchmark>
+          height: '1.5rem',
+          width: '100%'
+        }"
+      ></ngx-skeleton-loader>
     </div>
   </div>
 </div>

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

@@ -3,19 +3,20 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { GfFearAndGreedIndexModule } from '@ghostfolio/client/components/fear-and-greed-index/fear-and-greed-index.module';
 import { GfBenchmarkModule } from '@ghostfolio/ui/benchmark/benchmark.module';
 import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
+import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
 import { HomeMarketComponent } from './home-market.component';
 
 @NgModule({
   declarations: [HomeMarketComponent],
-  exports: [],
+  exports: [HomeMarketComponent],
   imports: [
     CommonModule,
     GfBenchmarkModule,
     GfFearAndGreedIndexModule,
-    GfLineChartModule
+    GfLineChartModule,
+    NgxSkeletonLoaderModule
   ],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfHomeMarketModule {}

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

@@ -42,9 +42,6 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
 
   private unsubscribeSubject = new Subject<void>();
 
-  /**
-   * @constructor
-   */
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
@@ -69,9 +66,6 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
       });
   }
 
-  /**
-   * Initializes the controller
-   */
   public ngOnInit() {
     this.deviceType = this.deviceService.getDeviceInfo().deviceType;
 

apps/client/src/app/components/home-overview/home-overview.html

@@ -2,24 +2,29 @@
   class="align-items-center container d-flex flex-column h-100 justify-content-center overview p-0 position-relative"
 >
   <div class="row w-100">
-    <div class="chart-container col">
+    <div class="col p-0">
-      <gf-line-chart
+      <div class="chart-container mx-auto position-relative">
-        symbol="Performance"
+        <div
-        [historicalDataItems]="historicalDataItems"
+          *ngIf="hasPermissionToCreateOrder && historicalDataItems?.length === 0"
-        [locale]="user?.settings?.locale"
+          class="align-items-center d-flex h-100 justify-content-center w-100"
-        [ngClass]="{ 'pr-3': deviceType === 'mobile' }"
+        >
-        [showGradient]="true"
+          <div class="d-flex justify-content-center">
-        [showLoader]="false"
+            <gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
-        [showXAxis]="false"
+          </div>
-        [showYAxis]="false"
-      ></gf-line-chart>
-      <div
-        *ngIf="hasPermissionToCreateOrder && historicalDataItems?.length === 0"
-        class="align-items-center d-flex h-100 justify-content-center w-100"
-      >
-        <div class="d-flex justify-content-center">
-          <gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
         </div>
+        <gf-line-chart
+          class="position-absolute"
+          symbol="Performance"
+          [currency]="user?.settings?.baseCurrency"
+          [historicalDataItems]="historicalDataItems"
+          [hidden]="historicalDataItems?.length === 0"
+          [locale]="user?.settings?.locale"
+          [ngClass]="{ 'pr-3': deviceType === 'mobile' }"
+          [showGradient]="true"
+          [showLoader]="false"
+          [showXAxis]="false"
+          [showYAxis]="false"
+        ></gf-line-chart>
       </div>
     </div>
   </div>

apps/client/src/app/components/home-overview/home-overview.module.ts

@@ -10,7 +10,6 @@ import { HomeOverviewComponent } from './home-overview.component';
 
 @NgModule({
   declarations: [HomeOverviewComponent],
-  exports: [],
   imports: [
     CommonModule,
     GfLineChartModule,
@@ -19,7 +18,6 @@ import { HomeOverviewComponent } from './home-overview.component';
     GfToggleModule,
     RouterModule
   ],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfHomeOverviewModule {}

apps/client/src/app/components/home-overview/home-overview.scss

@@ -5,7 +5,8 @@
 
   .chart-container {
     aspect-ratio: 16 / 9;
-    max-height: 50vh;
+    height: auto;
+    max-width: 67rem;
 
     // Fallback for aspect-ratio (using padding hack)
     @supports not (aspect-ratio: 16 / 9) {
@@ -25,10 +26,8 @@
     gf-line-chart {
       bottom: 0;
       left: 0;
-      position: absolute;
       right: 0;
       top: 0;
-      z-index: -1;
     }
   }
 }

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

@@ -21,9 +21,6 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
 
   private unsubscribeSubject = new Subject<void>();
 
-  /**
-   * @constructor
-   */
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
@@ -46,9 +43,6 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
       });
   }
 
-  /**
-   * Initializes the controller
-   */
   public ngOnInit() {
     this.impersonationStorageService
       .onChangeHasImpersonation()

apps/client/src/app/components/home-summary/home-summary.module.ts

@@ -8,14 +8,12 @@ import { HomeSummaryComponent } from './home-summary.component';
 
 @NgModule({
   declarations: [HomeSummaryComponent],
-  exports: [],
   imports: [
     CommonModule,
     GfPortfolioSummaryModule,
     MatCardModule,
     RouterModule
   ],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfHomeSummaryModule {}