Release 1.169.0 (#1077)

* Add LUNA2 and SGB1

* Update changelog

CHANGELOG.md

@@ -5,6 +5,33 @@ 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).
 
+## 1.169.0 - 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

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';
 
@@ -323,6 +326,46 @@ export class PortfolioCalculator {
     });
   }
 
+  public getInvestmentsByMonth(): { date: string; investment: Big }[] {
+    if (this.orders.length === 0) {
+      return [];
+    }
+
+    const investments = [];
+    let currentDate = parseDate(this.orders[0].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)
+      ) {
+        investmentByMonth = investmentByMonth.plus(
+          order.quantity.mul(order.unitPrice).mul(this.getFactor(order.type))
+        );
+
+        if (index === this.orders.length - 1) {
+          investments.push({
+            date: format(set(currentDate, { date: 1 }), DATE_FORMAT),
+            investment: investmentByMonth
+          });
+        }
+      } else {
+        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));
+      }
+    }
+
+    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,
@@ -217,7 +222,8 @@ export class PortfolioController {
   @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') &&
@@ -229,9 +235,16 @@ export class PortfolioController {
       );
     }
 
-    let investments = await this.portfolioService.getInvestments(
-      impersonationId
-    );
+    let investments: InvestmentItem[];
+
+    if (groupBy === 'month') {
+      investments = await this.portfolioService.getInvestments(
+        impersonationId,
+        'month'
+      );
+    } else {
+      investments = await this.portfolioService.getInvestments(impersonationId);
+    }
 
     if (
       impersonationId ||

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
@@ -64,6 +65,7 @@ import {
   max,
   parse,
   parseISO,
+  set,
   setDayOfYear,
   startOfDay,
   subDays,
@@ -183,7 +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);
 
@@ -204,28 +207,57 @@ export class PortfolioService {
       return [];
     }
 
-    const investments = portfolioCalculator.getInvestments().map((item) => {
-      return {
-        date: item.date,
-        investment: item.investment.toNumber()
-      };
-    });
+    let investments: InvestmentItem[];
 
-    // Add investment of today
-    const investmentOfToday = investments.filter((investment) => {
-      return investment.date === format(new Date(), DATE_FORMAT);
-    });
-
-    if (investmentOfToday.length <= 0) {
-      const pastInvestments = investments.filter((investment) => {
-        return isBefore(parseDate(investment.date), new Date());
+    if (groupBy === 'month') {
+      investments = portfolioCalculator.getInvestmentsByMonth().map((item) => {
+        return {
+          date: item.date,
+          investment: item.investment.toNumber()
+        };
       });
-      const lastInvestment = pastInvestments[pastInvestments.length - 1];
 
-      investments.push({
-        date: format(new Date(), DATE_FORMAT),
-        investment: lastInvestment?.investment ?? 0
+      // Add investment of current month
+      const dateOfCurrentMonth = format(
+        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) => {

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

@@ -1,4 +1,6 @@
 {
   "LUNA1": "Terra",
+  "LUNA2": "Terra",
+  "SGB1": "Songbird",
   "UNI1": "Uniswap"
 }

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', '');
   }
 

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

@@ -78,6 +78,13 @@ 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/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: 'features',
     loadChildren: () =>

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

@@ -1,3 +1,7 @@
 :host {
   display: block;
+
+  .mat-dialog-content {
+    max-height: unset;
+  }
 }

apps/client/src/app/components/investment-chart/investment-chart.component.ts

@@ -22,7 +22,10 @@ import {
   transformTickToAbbreviation
 } from '@ghostfolio/common/helper';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
+import { GroupBy } from '@ghostfolio/common/types';
 import {
+  BarController,
+  BarElement,
   Chart,
   LineController,
   LineElement,
@@ -42,6 +45,7 @@ import { addDays, isAfter, parseISO, subDays } from 'date-fns';
 export class InvestmentChartComponent implements OnChanges, OnDestroy {
   @Input() currency: string;
   @Input() daysInMarket: number;
+  @Input() groupBy: GroupBy;
   @Input() investments: InvestmentItem[];
   @Input() isInPercent = false;
   @Input() locale: string;
@@ -53,6 +57,8 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
 
   public constructor() {
     Chart.register(
+      BarController,
+      BarElement,
       LinearScale,
       LineController,
       LineElement,
@@ -78,7 +84,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
   private initialize() {
     this.isLoading = true;
 
-    if (this.investments?.length > 0) {
+    if (!this.groupBy && this.investments?.length > 0) {
       // Extend chart by 5% of days in market (before)
       const firstItem = this.investments[0];
       this.investments.unshift({
@@ -102,13 +108,14 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
     }
 
     const data = {
-      labels: this.investments.map((position) => {
-        return position.date;
+      labels: this.investments.map((investmentItem) => {
+        return investmentItem.date;
       }),
       datasets: [
         {
+          backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
           borderColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
-          borderWidth: 2,
+          borderWidth: this.groupBy ? 0 : 2,
           data: this.investments.map((position) => {
             return position.investment;
           }),
@@ -137,6 +144,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
         this.chart = new Chart(this.chartCanvas.nativeElement, {
           data,
           options: {
+            animation: false,
             elements: {
               line: {
                 tension: 0
@@ -178,8 +186,10 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
                 grid: {
                   borderColor: `rgba(${getTextColor()}, 0.1)`,
                   color: `rgba(${getTextColor()}, 0.8)`,
-                  display: false
+                  display: false,
+                  drawBorder: false
                 },
+                position: 'right',
                 ticks: {
                   callback: (value: number) => {
                     return transformTickToAbbreviation(value);
@@ -192,12 +202,12 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
             }
           },
           plugins: [getVerticalHoverLinePlugin(this.chartCanvas)],
-          type: 'line'
+          type: this.groupBy ? 'bar' : 'line'
         });
-
-        this.isLoading = false;
       }
     }
+
+    this.isLoading = false;
   }
 
   private getTooltipPluginConfiguration() {

apps/client/src/app/pages/blog/2021/07/hallo-ghostfolio/hallo-ghostfolio-page.html

@@ -3,7 +3,7 @@
     <div class="col-md-8 offset-md-2">
       <article>
         <div class="mb-4 text-center">
-          <h1 class="mb-1" i18n>Hallo Ghostfolio 👋</h1>
+          <h1 class="mb-1">Hallo Ghostfolio 👋</h1>
           <div class="text-muted"><small>31.07.2021</small></div>
         </div>
         <section class="mb-4">

apps/client/src/app/pages/blog/2021/07/hello-ghostfolio/hello-ghostfolio-page.html

@@ -3,7 +3,7 @@
     <div class="col-md-8 offset-md-2">
       <article>
         <div class="mb-4 text-center">
-          <h1 class="mb-1" i18n>Hello Ghostfolio 👋</h1>
+          <h1 class="mb-1">Hello Ghostfolio 👋</h1>
           <div class="text-muted"><small>31.07.2021</small></div>
         </div>
         <section class="mb-4">

apps/client/src/app/pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.html

@@ -3,7 +3,7 @@
     <div class="col-md-8 offset-md-2">
       <article>
         <div class="mb-4 text-center">
-          <h1 class="mb-1" i18n>
+          <h1 class="mb-1">
             👻 Ghostfolio –
             <span class="text-nowrap">First months in Open Source</span>
           </h1>

apps/client/src/app/pages/blog/2022/07/how-do-i-get-my-finances-in-order/how-do-i-get-my-finances-in-order-page-routing.module.ts

@@ -0,0 +1,19 @@
+import { NgModule } from '@angular/core';
+import { RouterModule, Routes } from '@angular/router';
+import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
+
+import { HowDoIGetMyFinancesInOrderPageComponent } from './how-do-i-get-my-finances-in-order-page.component';
+
+const routes: Routes = [
+  {
+    path: '',
+    component: HowDoIGetMyFinancesInOrderPageComponent,
+    canActivate: [AuthGuard]
+  }
+];
+
+@NgModule({
+  imports: [RouterModule.forChild(routes)],
+  exports: [RouterModule]
+})
+export class HowDoIGetMyFinancesInOrderRoutingModule {}

apps/client/src/app/pages/blog/2022/07/how-do-i-get-my-finances-in-order/how-do-i-get-my-finances-in-order-page.component.ts

@@ -0,0 +1,9 @@
+import { Component } from '@angular/core';
+
+@Component({
+  host: { class: 'page' },
+  selector: 'gf-how-do-i-get-my-finances-in-order-page',
+  styleUrls: ['./how-do-i-get-my-finances-in-order-page.scss'],
+  templateUrl: './how-do-i-get-my-finances-in-order-page.html'
+})
+export class HowDoIGetMyFinancesInOrderPageComponent {}

apps/client/src/app/pages/blog/2022/07/how-do-i-get-my-finances-in-order/how-do-i-get-my-finances-in-order-page.html

@@ -0,0 +1,206 @@
+<div class="blog container">
+  <div class="row">
+    <div class="col-md-8 offset-md-2">
+      <article>
+        <div class="mb-4 text-center">
+          <h1 class="mb-1">How do I get my finances in order?</h1>
+          <div class="text-muted"><small>14.07.2022</small></div>
+        </div>
+        <section class="mb-4">
+          <p>
+            Before you can think of
+            <a [routerLink]="['/resources']">long-term investing</a>, you need
+            to have your finances in order. Take a look at Peter's journey to
+            see how you can achieve it, too.
+          </p>
+          <p>
+            Peter enjoys life, but sometimes he overspends a bit. He realizes it
+            when money runs out already in the middle of the month. Then the
+            next few days become difficult and saving money is out of the
+            question. That is why he wants to plan his monthly budget in the
+            future.
+          </p>
+          <p>
+            Peter has a decent salary in his job. But as soon as the salary
+            arrives in his account, it melts away. In order to find out where
+            his money is disappearing, he has decided to plan his monthly
+            budget. He wants to be able to put money aside for major expenses
+            and set financial goals.
+          </p>
+        </section>
+        <section class="mb-4">
+          <h2 class="h4">Keeping a traditional or digital budget book</h2>
+          <p>
+            First, Peter obtains an overview of his personal finances. To do so,
+            he starts keeping a budget book. This can be done on paper by
+            listing his income and expenses for a few months, or he can create a
+            simple spreadsheet in Excel. In addition, many credit card providers
+            offer the feature within their apps of having expenses automatically
+            analyzed according to different categories. According to the
+            <a href="https://www.bfs.admin.ch/bfs/en/home.html"
+              >Swiss Federal Statistical Office</a
+            >, households in Switzerland spend around 20 percent of their
+            disposable income on housing and around 10 percent on groceries.
+          </p>
+          <p>
+            With the smartphone app, Peter has a better overview of his
+            financial affairs. The application assigns the bookings to
+            individual categories. Peter can assign specific budgets to each of
+            them. This way, he is always informed about how much money he can
+            still spend on restaurant visits in the current month, for example.
+            A traditional method is the so-called
+            <a
+              href="https://www.investopedia.com/envelope-budgeting-system-5208026"
+              >envelope method</a
+            >. One envelope is labeled for each category like groceries, rent or
+            student loans. The monthly budget is put into the envelopes in cash.
+            Many apps offer the same budgeting system in a more convenient,
+            virtual way.
+          </p>
+        </section>
+        <section class="mb-4">
+          <h2 class="h4">Planning and investing</h2>
+          <p>
+            If Peter has spent less money than planned on eating out at
+            restaurants, he can set aside the remaining amount. This way, he can
+            treat himself to something special every now and then. From now on,
+            he saves a fixed amount of money in a separate account ("pay
+            yourself first") by standing order at the beginning of the month. As
+            soon as there are three net monthly salaries in the account, he
+            invests the monthly savings amount in a passively managed global
+            equity fund. This grows his assets over the years and allows him to
+            supplement his pension later.
+          </p>
+        </section>
+        <section class="mb-4">
+          <h2 class="h4">How to achieve your financial goals?</h2>
+          <p>
+            If you follow these five actionable tips, you can reach your
+            financial goals easier and faster. Start with one tip and when you
+            implement it well, you can try the next one to ultimately have more
+            money at the end of the month.
+          </p>
+          <h3 class="h5">1. Visualize your goals</h3>
+          <p>
+            Start visualizing your goals. For example, hang up pictures of the
+            travel destination you are saving for. Imagine that you have already
+            achieved the goal to slowly adapt your mindset.
+          </p>
+          <h3 class="h5">2. Write off personal items</h3>
+          <p>
+            Do as a business does and write off purchases annually. For a new
+            car, you could set aside one-sixth of the purchase price each year.
+          </p>
+          <h3 class="h5">3. Save at the beginning of the month</h3>
+          <p>
+            Have a savings amount deducted from your account at the beginning of
+            the month. Then you will pay yourself first and spend less money.
+          </p>
+          <h3 class="h5">4. Follow the 50-30-20 rule</h3>
+          <p>
+            You need 50 percent of your disposable income for fixed costs. 30
+            percent can be spent on personal needs such as hobbies, travel or
+            consumer electronics. 20 percent is left for savings or to pay off
+            potential debts.
+          </p>
+          <h3 class="h5">5. Track your progress</h3>
+          <p>
+            If you have any money to spare, invest it in a broadly diversified,
+            low-cost portfolio excluding the risks of individual stocks. Track
+            the progress of your portfolio and net worth with
+            <a href="https://ghostfol.io">Ghostfolio</a>, a web-based personal
+            finance management software.
+          </p>
+        </section>
+        <section class="mb-4">
+          <ul class="list-inline">
+            <li class="list-inline-item">
+              <span class="badge badge-light">App</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Assets</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Budget</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Cash</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Debt</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Equity</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">ETF</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Expense</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Finance</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Fintech</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Fund</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Ghostfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Goal</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Income</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Investment</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Money</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Net Worth</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Pension</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Personal Finance</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Planning</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Portfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Salary</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Saving</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Software</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Spreadsheet</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Stock</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Strategy</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Wealth Management</span>
+            </li>
+          </ul>
+        </section>
+      </article>
+    </div>
+  </div>
+</div>

apps/client/src/app/pages/blog/2022/07/how-do-i-get-my-finances-in-order/how-do-i-get-my-finances-in-order-page.module.ts

@@ -0,0 +1,17 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { RouterModule } from '@angular/router';
+
+import { HowDoIGetMyFinancesInOrderRoutingModule } from './how-do-i-get-my-finances-in-order-page-routing.module';
+import { HowDoIGetMyFinancesInOrderPageComponent } from './how-do-i-get-my-finances-in-order-page.component';
+
+@NgModule({
+  declarations: [HowDoIGetMyFinancesInOrderPageComponent],
+  imports: [
+    CommonModule,
+    HowDoIGetMyFinancesInOrderRoutingModule,
+    RouterModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class HowDoIGetMyFinancesInOrderPageModule {}

apps/client/src/app/pages/blog/2022/07/how-do-i-get-my-finances-in-order/how-do-i-get-my-finances-in-order-page.scss

@@ -0,0 +1,3 @@
+:host {
+  display: block;
+}

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

@@ -2,10 +2,36 @@
   <div class="mb-5 row">
     <div class="col">
       <h3 class="mb-3 text-center" i18n>Blog</h3>
-      <mat-card class="blog-container">
+      <mat-card class="mb-3">
         <mat-card-content>
           <div class="container p-0">
-            <div class="flex-nowrap mb-3 no-gutters row">
+            <div class="flex-nowrap no-gutters row">
+              <a
+                class="d-flex w-100"
+                [routerLink]="['/en', 'blog', '2022', '07', 'how-do-i-get-my-finances-in-order']"
+              >
+                <div class="flex-grow-1">
+                  <div class="h6 m-0 text-truncate">
+                    How do I get my finances in order?
+                  </div>
+                  <div class="d-flex text-muted">14.07.2022</div>
+                </div>
+                <div class="align-items-center d-flex">
+                  <ion-icon
+                    class="chevron text-muted"
+                    name="chevron-forward-outline"
+                    size="small"
+                  ></ion-icon>
+                </div>
+              </a>
+            </div>
+          </div>
+        </mat-card-content>
+      </mat-card>
+      <mat-card class="mb-3">
+        <mat-card-content>
+          <div class="container p-0">
+            <div class="flex-nowrap no-gutters row">
               <a
                 class="d-flex w-100"
                 [routerLink]="['/en', 'blog', '2022', '01', 'ghostfolio-first-months-in-open-source']"
@@ -25,7 +51,13 @@
                 </div>
               </a>
             </div>
-            <div class="flex-nowrap mb-3 no-gutters row">
+          </div>
+        </mat-card-content>
+      </mat-card>
+      <mat-card class="mb-3">
+        <mat-card-content>
+          <div class="container p-0">
+            <div class="flex-nowrap no-gutters row">
               <a
                 class="d-flex w-100"
                 [routerLink]="['/en', 'blog', '2021', '07', 'hello-ghostfolio']"
@@ -43,6 +75,12 @@
                 </div>
               </a>
             </div>
+          </div>
+        </mat-card-content>
+      </mat-card>
+      <mat-card class="mb-3">
+        <mat-card-content>
+          <div class="container p-0">
             <div class="flex-nowrap no-gutters row">
               <a
                 class="d-flex w-100"

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

@@ -4,6 +4,7 @@ import { ImpersonationStorageService } from '@ghostfolio/client/services/imperso
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { Position, User } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
+import { GroupBy, ToggleOption } from '@ghostfolio/common/types';
 import { differenceInDays } from 'date-fns';
 import { sortBy } from 'lodash';
 import { DeviceDetectorService } from 'ngx-device-detector';
@@ -22,6 +23,12 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
   public deviceType: string;
   public hasImpersonationId: boolean;
   public investments: InvestmentItem[];
+  public investmentsByMonth: InvestmentItem[];
+  public mode: GroupBy;
+  public modeOptions: ToggleOption[] = [
+    { label: 'Monthly', value: 'month' },
+    { label: 'Accumulating', value: undefined }
+  ];
   public top3: Position[];
   public user: User;
 
@@ -55,6 +62,15 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
         this.changeDetectorRef.markForCheck();
       });
 
+    this.dataService
+      .fetchInvestmentsByMonth()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ investments }) => {
+        this.investmentsByMonth = investments;
+
+        this.changeDetectorRef.markForCheck();
+      });
+
     this.dataService
       .fetchPositions({ range: 'max' })
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -86,6 +102,10 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
       });
   }
 
+  public onChangeGroupBy(aMode: GroupBy) {
+    this.mode = aMode;
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();

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

@@ -2,8 +2,19 @@
   <div class="investment-chart row">
     <div class="col-lg">
       <h3 class="d-flex justify-content-center mb-3" i18n>Analysis</h3>
-      <div class="mb-3">
-        <div class="h5 mb-3" i18n>Investment Timeline</div>
+      <div class="mb-4">
+        <div class="align-items-center d-flex mb-4">
+          <div class="flex-grow-1 h5 mb-0 text-truncate" i18n>
+            Investment Timeline
+          </div>
+          <gf-toggle
+            class="d-none d-lg-block"
+            [defaultValue]="mode"
+            [isLoading]="false"
+            [options]="modeOptions"
+            (change)="onChangeGroupBy($event.value)"
+          ></gf-toggle>
+        </div>
         <gf-investment-chart
           class="h-100"
           [currency]="user?.settings?.baseCurrency"
@@ -11,6 +22,17 @@
           [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
           [investments]="investments"
           [locale]="user?.settings?.locale"
+          [ngClass]="{ 'd-none': mode }"
+        ></gf-investment-chart>
+        <gf-investment-chart
+          class="h-100"
+          groupBy="month"
+          [currency]="user?.settings?.baseCurrency"
+          [daysInMarket]="daysInMarket"
+          [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+          [investments]="investmentsByMonth"
+          [locale]="user?.settings?.locale"
+          [ngClass]="{ 'd-none': !mode }"
         ></gf-investment-chart>
       </div>
     </div>

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

@@ -2,6 +2,7 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatCardModule } from '@angular/material/card';
 import { GfInvestmentChartModule } from '@ghostfolio/client/components/investment-chart/investment-chart.module';
+import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
@@ -14,6 +15,7 @@ import { AnalysisPageComponent } from './analysis-page.component';
     AnalysisPageRoutingModule,
     CommonModule,
     GfInvestmentChartModule,
+    GfToggleModule,
     GfValueModule,
     MatCardModule,
     NgxSkeletonLoaderModule

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

@@ -204,6 +204,22 @@ export class DataService {
     );
   }
 
+  public fetchInvestmentsByMonth(): Observable<PortfolioInvestments> {
+    return this.http
+      .get<any>('/api/v1/portfolio/investments', {
+        params: { groupBy: 'month' }
+      })
+      .pipe(
+        map((response) => {
+          if (response.firstOrderDate) {
+            response.firstOrderDate = parseISO(response.firstOrderDate);
+          }
+
+          return response;
+        })
+      );
+  }
+
   public fetchSymbolItem({
     dataSource,
     includeHistoricalData,

apps/client/src/assets/sitemap.xml

@@ -6,54 +6,58 @@
             http://www.sitemaps.org/schemas/sitemap/0.9/sitemap.xsd">
   <url>
     <loc>https://ghostfol.io</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/about</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/about/changelog</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/blog</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/de/blog/2021/07/hallo-ghostfolio</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/demo</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/en/blog/2021/07/hello-ghostfolio</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/en/blog/2022/01/ghostfolio-first-months-in-open-source</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2022/07/how-do-i-get-my-finances-in-order</loc>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/features</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/markets</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/pricing</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/register</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/resources</loc>
-    <lastmod>2022-07-01T00:00:00+00:00</lastmod>
+    <lastmod>2022-07-14T00:00:00+00:00</lastmod>
   </url>
 </urlset>

libs/common/src/lib/chart-helper.ts

@@ -43,7 +43,7 @@ export function getTooltipPositionerMapTop(
   chart: Chart,
   position: TooltipPosition
 ) {
-  if (!position) {
+  if (!position || !chart?.chartArea) {
     return false;
   }
   return {

libs/common/src/lib/types/group-by.type.ts

@@ -0,0 +1 @@
+export type GroupBy = 'month';

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

@@ -2,7 +2,8 @@ import type { AccessWithGranteeUser } from './access-with-grantee-user.type';
 import { AccountWithValue } from './account-with-value.type';
 import type { DateRange } from './date-range.type';
 import type { Granularity } from './granularity.type';
-import { MarketState } from './market-state-type';
+import { GroupBy } from './group-by.type';
+import { MarketState } from './market-state.type';
 import { Market } from './market.type';
 import type { OrderWithAccount } from './order-with-account.type';
 import type { RequestWithUser } from './request-with-user.type';
@@ -13,6 +14,7 @@ export type {
   AccountWithValue,
   DateRange,
   Granularity,
+  GroupBy,
   Market,
   MarketState,
   OrderWithAccount,

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "1.167.0",
+  "version": "1.169.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "scripts": {
@@ -93,7 +93,7 @@
     "color": "4.0.1",
     "countries-list": "2.6.1",
     "countup.js": "2.0.7",
-    "date-fns": "2.22.1",
+    "date-fns": "2.28.0",
     "envalid": "7.3.1",
     "google-spreadsheet": "3.2.0",
     "http-status-codes": "2.2.0",

yarn.lock

@@ -7710,10 +7710,10 @@ data-urls@^2.0.0:
     whatwg-mimetype "^2.3.0"
     whatwg-url "^8.0.0"
 
-date-fns@2.22.1:
-  version "2.22.1"
-  resolved "https://registry.yarnpkg.com/date-fns/-/date-fns-2.22.1.tgz#1e5af959831ebb1d82992bf67b765052d8f0efc4"
-  integrity sha512-yUFPQjrxEmIsMqlHhAhmxkuH769baF21Kk+nZwZGyrMoyLA+LugaQtC0+Tqf9CBUUULWwUJt6Q5ySI3LJDDCGg==
+date-fns@2.28.0:
+  version "2.28.0"
+  resolved "https://registry.yarnpkg.com/date-fns/-/date-fns-2.28.0.tgz#9570d656f5fc13143e50c975a3b6bbeb46cd08b2"
+  integrity sha512-8d35hViGYx/QH0icHYCeLmsLmMUheMmTyV9Fcm6gvNwdw31yXXH+O85sOBJ+OLnLQMKZowvpKb6FgMIQjcpvQw==
 
 date-fns@^1.27.2:
   version "1.30.1"