Release 1.191.0 (#1244)

* Clean up user database schema

* Update changelog

.github/workflows/build-code.yml

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

.github/workflows/docker-image.yml

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

.gitignore

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

.travis.yml

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

CHANGELOG.md

@@ -5,6 +5,290 @@ 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).
 
+## 1.191.0 - 10.09.2022
+
+### Changed
+
+- Removed the `currency` and `viewMode` from the `User` database schema
+
+### Fixed
+
+- Allowed the date range change for the demo user
+
+## 1.190.0 - 10.09.2022
+
+### Added
+
+- Added the date range component to the benchmark comparator
+
+### Changed
+
+- Improved the mobile layout of the benchmark comparator
+- Migrated the date range setting from the locale storage to the user settings
+- Refactored the `currency` and `view mode` in the user settings
+
+## 1.189.0 - 08.09.2022
+
+### Changed
+
+- Distinguished between currency and unit in the chart tooltip
+
+### Fixed
+
+- Fixed the benchmark chart in the benchmark comparator (experimental)
+
+## 1.188.0 - 06.09.2022
+
+### Added
+
+- Added a benchmark comparator (experimental)
+
+### Fixed
+
+- Improved the asset profile details dialog for assets without a (first) activity in the admin control panel
+
+## 1.187.0 - 03.09.2022
+
+### Added
+
+- Supported units in the line chart component
+- Added a new chart calculation engine (experimental)
+
+## 1.186.2 - 03.09.2022
+
+### Changed
+
+- Decreased the rate limiter duration of queue jobs from 5 to 4 seconds
+- Removed the alias from the `User` database schema
+- Upgraded `angular` from version `14.1.0` to `14.2.0`
+- Upgraded `Nx` from version `14.5.1` to `14.6.4`
+
+### Fixed
+
+- Fixed the environment variables `REDIS_HOST`, `REDIS_PASSWORD` and `REDIS_PORT` in the Redis configuration
+- Handled errors in the portfolio calculation if there is no internet connection
+- Fixed the _GitHub_ contributors count on the about page
+
+## 1.185.0 - 30.08.2022
+
+### Added
+
+- Added a skeleton loader to the market mood component in the markets overview
+
+### Changed
+
+- Moved the build pipeline from _Travis_ to _GitHub Actions_
+- Increased the caching of the benchmarks
+
+### Fixed
+
+- Disabled the language selector for the demo user
+
+## 1.184.2 - 28.08.2022
+
+### Added
+
+- Added the alias to the `Access` database schema
+- Added support for translated time distances
+- Added a _GitHub Action_ to create an `arm64` docker image
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed the missing assets during the local development
+
+## 1.183.0 - 24.08.2022
+
+### Added
+
+- Added a filter by asset sub class for the asset profiles in the admin control
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+## 1.182.0 - 23.08.2022
+
+### Changed
+
+- Improved the language localization for German (`de`)
+- Extended and made the columns of the asset profiles sortable in the admin control
+- Moved the asset profile details in the admin control panel to a dialog
+
+## 1.181.2 - 21.08.2022
+
+### Added
+
+- Added a language selector to the account page
+- Added support for translated labels in the value component
+
+### Changed
+
+- Integrated the commands `database:setup` and `database:migrate` into the container start
+
+### Fixed
+
+- Fixed a division by zero error in the benchmarks calculation
+
+### Todo
+
+- Apply manual data migration (`yarn database:migrate`) is not needed anymore
+
+## 1.180.1 - 18.08.2022
+
+### Added
+
+- Set up `ng-extract-i18n-merge` to improve the i18n extraction and merge workflow
+- Set up language localization for German (`de`)
+- Resolved the feature graphic of the blog post
+
+### Changed
+
+- Tagged template literal strings in components for localization with `$localize`
+
+### Fixed
+
+- Fixed the license component in the about page
+- Fixed the links to the blog posts
+
+## 1.179.5 - 15.08.2022
+
+### Added
+
+- Set up i18n support
+- Added a blog post: _500 Stars on GitHub_
+
+### Changed
+
+- Reduced the maximum width of the performance chart on the home page
+
+## 1.178.0 - 09.08.2022
+
+### Added
+
+- Added `url` to the symbol profile overrides model for manual adjustments
+- Added default values for `countries` and `sectors` of the symbol profile overrides model
+
+### Changed
+
+- Simplified the initialization of the exchange rate service
+- Improved the orders query for `assetClass` with symbol profile overrides
+- Improved the styling of the benchmarks in the markets overview
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.177.0 - 04.08.2022
+
+### Added
+
+- Added `GHOSTFOLIO` as a default to `DATA_SOURCES`
+- Added the `AGPLv3` logo to the landing page
+
+### Changed
+
+- Refactored the initialization of the exchange rate service
+- Upgraded `angular` from version `14.0.2` to `14.1.0`
+- Upgraded `nestjs` from version `8.4.7` to `9.0.7`
+- Upgraded `Nx` from version `14.3.5` to `14.5.1`
+- Upgraded `prisma` from version `3.15.2` to `4.1.1`
+
+### Fixed
+
+- Handled database connection errors (do not exit process)
+
+## 1.176.2 - 31.07.2022
+
+### Added
+
+- Added page titles
+
+### Changed
+
+- Improved the performance of data provider requests by introducing a maximum number of symbols per request (chunk size)
+- Changed the log level settings
+- Refactored the access of the environment variables in the bootstrap function (api)
+- Upgraded `Node.js` from version `14` to `16` (`Dockerfile`)
+
+### Todo
+
+- Upgrade to `Node.js` 16+
+
+## 1.175.0 - 29.07.2022
+
+### Added
+
+- Set up a Frequently Asked Questions (FAQ) page
+- Added the savings rate to the investment timeline grouped by month
+
+### Fixed
+
+- Added the symbols to the activities in the account detail dialog
+
+## 1.174.0 - 27.07.2022
+
+### Added
+
+- Support a note for activities
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.173.0 - 23.07.2022
+
+### Fixed
+
+- Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `USX` to `USD`)
+
+## 1.172.0 - 23.07.2022
+
+### Added
+
+- Added a blog post: _Ghostfolio meets Internet Identity_
+
+## 1.171.0 - 22.07.2022
+
+### Added
+
+- Added _Internet Identity_ as a new social login provider
+
+### Changed
+
+- Improved the empty state of the
+  - _Analysis_ section
+  - _Holdings_ section
+  - performance chart on the home page
+
+### Fixed
+
+- Fixed the distorted tooltip in the performance chart on the home page
+- Fixed a calculation issue of the current month in the investment timeline grouped by month
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.170.0 - 19.07.2022
+
+### Added
+
+- Added support for the tags in the create or edit transaction dialog
+- Added support for the cryptocurrency _TerraUSD_ (`UST-USD`)
+
+### Changed
+
+- Removed the alias from the user interface as a preparation to remove it from the `User` database schema
+- Removed the activities import limit for users with a subscription
+
+### Todo
+
+- Rename the environment variable from `MAX_ORDERS_TO_IMPORT` to `MAX_ACTIVITIES_TO_IMPORT`
+
 ## 1.169.0 - 14.07.2022
 
 ### Added

Dockerfile

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

README.md

@@ -12,13 +12,11 @@
     <strong>Open Source Wealth Management Software</strong>
   </p>
   <p>
-    <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>
+    <a href="https://ghostfol.io"><strong>Ghostfol.io</strong></a> | <a href="https://ghostfol.io/en/demo"><strong>Live Demo</strong></a> | <a href="https://ghostfol.io/en/pricing"><strong>Ghostfolio Premium</strong></a> | <a href="https://ghostfol.io/en/faq"><strong>FAQ</strong></a> | <a href="https://ghostfol.io/en/blog"><strong>Blog</strong></a> | <a href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"><strong>Slack</strong></a> | <a href="https://twitter.com/ghostfolio_"><strong>Twitter</strong></a>
   </p>
   <p>
     <a href="#contributing">
       <img src="https://img.shields.io/badge/contributions-welcome-orange.svg"/></a>
-    <a href="https://travis-ci.com/github/ghostfolio/ghostfolio" rel="nofollow">
-      <img src="https://travis-ci.com/ghostfolio/ghostfolio.svg?branch=main" alt="Build Status"/></a>
     <a href="https://www.gnu.org/licenses/agpl-3.0" rel="nofollow">
       <img src="https://img.shields.io/badge/License-AGPL%20v3-blue.svg" alt="License: AGPL v3"/></a>
   </p>
@@ -33,7 +31,7 @@
 
 ## Ghostfolio Premium
 
-Our official **[Ghostfolio Premium](https://ghostfol.io/pricing)** cloud offering is the easiest way to get started. Due to the time it saves, this will be the best option for most people. The revenue is used for covering the hosting costs.
+Our official **[Ghostfolio Premium](https://ghostfol.io/en/pricing)** cloud offering is the easiest way to get started. Due to the time it saves, this will be the best option for most people. The revenue is used for covering the hosting costs.
 
 If you prefer to run Ghostfolio on your own infrastructure, please find further instructions in the [Self-hosting](#self-hosting) section.
 
@@ -81,6 +79,25 @@ The frontend is built with [Angular](https://angular.io) and uses [Angular Mater
 
 ## Self-hosting
 
+We provide official container images hosted on [Docker Hub](https://hub.docker.com/r/ghostfolio/ghostfolio) for `linux/amd64` and `linux/arm64`.
+
+### Supported Environment Variables
+
+| Name                | Default Value | Description                                                                                                                         |
+| ------------------- | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
+| `ACCESS_TOKEN_SALT` |               | A random string used as salt for access tokens                                                                                      |
+| `BASE_CURRENCY`     | `USD`         | The base currency of the Ghostfolio application. Caution: This cannot be changed later!                                             |
+| `DATABASE_URL`      |               | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
+| `HOST`              | `0.0.0.0`     | The host where the Ghostfolio application will run on                                                                               |
+| `JWT_SECRET_KEY`    |               | A random string used for _JSON Web Tokens_ (JWT)                                                                                    |
+| `PORT`              | `3333`        | The port where the Ghostfolio application will run on                                                                               |
+| `POSTGRES_DB`       |               | The name of the _PostgreSQL_ database                                                                                               |
+| `POSTGRES_PASSWORD` |               | The password of the _PostgreSQL_ database                                                                                           |
+| `POSTGRES_USER`     |               | The user of the _PostgreSQL_ database                                                                                               |
+| `REDIS_HOST`        |               | The host where _Redis_ is running                                                                                                   |
+| `REDIS_PASSWORD`    |               | The password of _Redis_                                                                                                             |
+| `REDIS_PORT`        |               | The port where _Redis_ is running                                                                                                   |
+
 ### Run with Docker Compose
 
 #### Prerequisites
@@ -97,14 +114,6 @@ Run the following command to start the Docker images from [Docker Hub](https://h
 docker-compose --env-file ./.env -f docker/docker-compose.yml up -d
 ```
 
-##### Setup Database
-
-Run the following command to setup the database once Ghostfolio is running:
-
-```bash
-docker-compose --env-file ./.env -f docker/docker-compose.yml exec ghostfolio yarn database:setup
-```
-
 #### b. Build and run environment
 
 Run the following commands to build and start the Docker images:
@@ -114,14 +123,6 @@ docker-compose --env-file ./.env -f docker/docker-compose.build.yml build
 docker-compose --env-file ./.env -f docker/docker-compose.build.yml up -d
 ```
 
-##### Setup Database
-
-Run the following command to setup the database once Ghostfolio is running:
-
-```bash
-docker-compose --env-file ./.env -f docker/docker-compose.build.yml exec ghostfolio yarn database:setup
-```
-
 #### Fetch Historical Data
 
 Open http://localhost:3333 in your browser and accomplish these steps:
@@ -133,8 +134,8 @@ Open http://localhost:3333 in your browser and accomplish these steps:
 #### 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 --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 --env-file ./.env -f docker/docker-compose.yml exec ghostfolio yarn database:migrate`
+1. Run the following command to start the new Docker image: `docker-compose --env-file ./.env -f docker/docker-compose.yml up -d`  
+   At each start, the container will automatically apply the database schema migrations if needed.
 
 ### Run with _Unraid_ (Community)
 
@@ -145,7 +146,7 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
 ### Prerequisites
 
 - [Docker](https://www.docker.com/products/docker-desktop)
-- [Node.js](https://nodejs.org/en/download) (version 14+)
+- [Node.js](https://nodejs.org/en/download) (version 16+)
 - [Yarn](https://yarnpkg.com/en/docs/install)
 - A local copy of this Git repository (clone)
 
@@ -258,7 +259,7 @@ Ghostfolio is **100% free** and **open source**. We encourage and support an act
 
 Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack channel](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg), tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_) or send an e-mail to hi@ghostfol.io. We would love to hear from you.
 
-If you like to support this project, get **[Ghostfolio Premium](https://ghostfol.io/pricing)** or **[Buy me a coffee](https://www.buymeacoffee.com/ghostfolio)**.
+If you like to support this project, get **[Ghostfolio Premium](https://ghostfol.io/en/pricing)** or **[Buy me a coffee](https://www.buymeacoffee.com/ghostfolio)**.
 
 ## License
 

angular.json

@@ -77,41 +77,45 @@
             "polyfills": "apps/client/src/polyfills.ts",
             "tsConfig": "apps/client/tsconfig.app.json",
             "assets": [
-              "apps/client/src/assets",
               {
                 "glob": "assetlinks.json",
                 "input": "apps/client/src/assets",
-                "output": "./.well-known"
+                "output": "./../.well-known"
               },
               {
                 "glob": "CHANGELOG.md",
                 "input": "",
-                "output": "./assets"
+                "output": "./../assets"
               },
               {
                 "glob": "LICENSE",
                 "input": "",
-                "output": "./assets"
+                "output": "./../assets"
               },
               {
                 "glob": "robots.txt",
                 "input": "apps/client/src/assets",
-                "output": "./"
+                "output": "./../"
               },
               {
                 "glob": "sitemap.xml",
                 "input": "apps/client/src/assets",
-                "output": "./"
+                "output": "./../"
               },
               {
                 "glob": "**/*",
                 "input": "node_modules/ionicons/dist/ionicons",
-                "output": "./ionicons"
+                "output": "./../ionicons"
               },
               {
                 "glob": "**/*.js",
                 "input": "node_modules/ionicons/dist/",
-                "output": "./"
+                "output": "./../"
+              },
+              {
+                "glob": "**/*",
+                "input": "apps/client/src/assets",
+                "output": "./../assets/"
               }
             ],
             "styles": ["apps/client/src/styles.scss"],
@@ -124,6 +128,14 @@
             "namedChunks": true
           },
           "configurations": {
+            "development-de": {
+              "baseHref": "/de/",
+              "localize": ["de"]
+            },
+            "development-en": {
+              "baseHref": "/en/",
+              "localize": ["en"]
+            },
             "production": {
               "fileReplacements": [
                 {
@@ -162,15 +174,24 @@
             "proxyConfig": "apps/client/proxy.conf.json"
           },
           "configurations": {
+            "development-de": {
+              "browserTarget": "client:build:development-de"
+            },
+            "development-en": {
+              "browserTarget": "client:build:development-en"
+            },
             "production": {
               "browserTarget": "client:build:production"
             }
           }
         },
         "extract-i18n": {
-          "builder": "@angular-devkit/build-angular:extract-i18n",
+          "builder": "ng-extract-i18n-merge:ng-extract-i18n-merge",
           "options": {
-            "browserTarget": "client:build"
+            "browserTarget": "client:build",
+            "includeContext": true,
+            "outputPath": "src/locales",
+            "targetFiles": ["messages.de.xlf"]
           }
         },
         "lint": {
@@ -188,6 +209,15 @@
           "outputs": ["coverage/apps/client"]
         }
       },
+      "i18n": {
+        "locales": {
+          "de": {
+            "baseHref": "/de/",
+            "translation": "apps/client/src/locales/messages.de.xlf"
+          }
+        },
+        "sourceLocale": "en"
+      },
       "tags": []
     },
     "client-e2e": {

apps/api/jest.config.ts

@@ -1,3 +1,4 @@
+/* eslint-disable */
 export default {
   displayName: 'api',
 

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

@@ -42,14 +42,16 @@ export class AccessController {
     return accessesWithGranteeUser.map((access) => {
       if (access.GranteeUser) {
         return {
-          granteeAlias: access.GranteeUser?.alias,
+          alias: access.alias,
+          grantee: access.GranteeUser?.id,
           id: access.id,
           type: 'RESTRICTED_VIEW'
         };
       }
 
       return {
-        granteeAlias: 'Public',
+        alias: access.alias,
+        grantee: 'Public',
         id: access.id,
         type: 'PUBLIC'
       };
@@ -71,6 +73,10 @@ export class AccessController {
     }
 
     return this.accessService.createAccess({
+      alias: data.alias || undefined,
+      GranteeUser: data.granteeUserId
+        ? { connect: { id: data.granteeUserId } }
+        : undefined,
       User: { connect: { id: this.request.user.id } }
     });
   }

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

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

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

@@ -8,7 +8,8 @@ import {
 import {
   AdminData,
   AdminMarketData,
-  AdminMarketDataDetails
+  AdminMarketDataDetails,
+  Filter
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
@@ -22,6 +23,7 @@ import {
   Param,
   Post,
   Put,
+  Query,
   UseGuards
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
@@ -226,7 +228,9 @@ export class AdminController {
 
   @Get('market-data')
   @UseGuards(AuthGuard('jwt'))
-  public async getMarketData(): Promise<AdminMarketData> {
+  public async getMarketData(
+    @Query('assetSubClasses') filterByAssetSubClasses?: string
+  ): Promise<AdminMarketData> {
     if (
       !hasPermission(
         this.request.user.permissions,
@@ -239,7 +243,18 @@ export class AdminController {
       );
     }
 
-    return this.adminService.getMarketData();
+    const assetSubClasses = filterByAssetSubClasses?.split(',') ?? [];
+
+    const filters: Filter[] = [
+      ...assetSubClasses.map((assetSubClass) => {
+        return <Filter>{
+          id: assetSubClass,
+          type: 'ASSET_SUB_CLASS'
+        };
+      })
+    ];
+
+    return this.adminService.getMarketData(filters);
   }
 
   @Get('market-data/:dataSource/:symbol')

apps/api/src/app/admin/admin.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';
@@ -12,11 +11,13 @@ import {
   AdminMarketData,
   AdminMarketDataDetails,
   AdminMarketDataItem,
+  Filter,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
-import { Property } from '@prisma/client';
+import { AssetSubClass, Prisma, Property } from '@prisma/client';
 import { differenceInDays } from 'date-fns';
+import { groupBy } from 'lodash';
 
 @Injectable()
 export class AdminService {
@@ -24,7 +25,6 @@ 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,
@@ -65,14 +65,27 @@ export class AdminService {
     };
   }
 
-  public async getMarketData(): Promise<AdminMarketData> {
+  public async getMarketData(filters?: Filter[]): Promise<AdminMarketData> {
+    const where: Prisma.SymbolProfileWhereInput = {};
+
+    const { ASSET_SUB_CLASS: filtersByAssetSubClass } = groupBy(
+      filters,
+      (filter) => {
+        return filter.type;
+      }
+    );
+
     const marketData = await this.prismaService.marketData.groupBy({
       _count: true,
       by: ['dataSource', 'symbol']
     });
 
-    const currencyPairsToGather: AdminMarketDataItem[] =
-      this.exchangeRateDataService
+    let currencyPairsToGather: AdminMarketDataItem[] = [];
+
+    if (filtersByAssetSubClass) {
+      where.assetSubClass = AssetSubClass[filtersByAssetSubClass[0].id];
+    } else {
+      currencyPairsToGather = this.exchangeRateDataService
         .getCurrencyPairs()
         .map(({ dataSource, symbol }) => {
           const marketDataItemCount =
@@ -86,17 +99,24 @@ export class AdminService {
           return {
             dataSource,
             marketDataItemCount,
-            symbol
+            symbol,
+            countriesCount: 0,
+            sectorsCount: 0
           };
         });
+    }
 
     const symbolProfilesToGather: AdminMarketDataItem[] = (
       await this.prismaService.symbolProfile.findMany({
+        where,
         orderBy: [{ symbol: 'asc' }],
         select: {
           _count: {
             select: { Order: true }
           },
+          assetClass: true,
+          assetSubClass: true,
+          countries: true,
           dataSource: true,
           Order: {
             orderBy: [{ date: 'asc' }],
@@ -104,10 +124,14 @@ export class AdminService {
             take: 1
           },
           scraperConfiguration: true,
+          sectors: true,
           symbol: true
         }
       })
     ).map((symbolProfile) => {
+      const countriesCount = symbolProfile.countries
+        ? Object.keys(symbolProfile.countries).length
+        : 0;
       const marketDataItemCount =
         marketData.find((marketDataItem) => {
           return (
@@ -115,10 +139,17 @@ export class AdminService {
             marketDataItem.symbol === symbolProfile.symbol
           );
         })?._count ?? 0;
+      const sectorsCount = symbolProfile.sectors
+        ? Object.keys(symbolProfile.sectors).length
+        : 0;
 
       return {
+        countriesCount,
         marketDataItemCount,
+        sectorsCount,
         activityCount: symbolProfile._count.Order,
+        assetClass: symbolProfile.assetClass,
+        assetSubClass: symbolProfile.assetSubClass,
         dataSource: symbolProfile.dataSource,
         date: symbolProfile.Order?.[0]?.date,
         symbol: symbolProfile.symbol
@@ -174,7 +205,6 @@ export class AdminService {
         _count: {
           select: { Account: true, Order: true }
         },
-        alias: true,
         Analytics: {
           select: {
             activityCount: true,
@@ -194,7 +224,7 @@ export class AdminService {
     });
 
     return usersWithAnalytics.map(
-      ({ _count, alias, Analytics, createdAt, id, Subscription }) => {
+      ({ _count, Analytics, createdAt, id, Subscription }) => {
         const daysSinceRegistration =
           differenceInDays(new Date(), createdAt) + 1;
         const engagement = Analytics.activityCount / daysSinceRegistration;
@@ -206,7 +236,6 @@ export class AdminService {
           : undefined;
 
         return {
-          alias,
           createdAt,
           engagement,
           id,

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

@@ -1,6 +1,17 @@
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { Controller } from '@nestjs/common';
 
 @Controller()
 export class AppController {
-  public constructor() {}
+  public constructor(
+    private readonly exchangeRateDataService: ExchangeRateDataService
+  ) {
+    this.initialize();
+  }
+
+  private async initialize() {
+    try {
+      await this.exchangeRateDataService.initialize();
+    } catch {}
+  }
 }

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

@@ -10,7 +10,7 @@ import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-d
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { TwitterBotModule } from '@ghostfolio/api/services/twitter-bot/twitter-bot.module';
 import { BullModule } from '@nestjs/bull';
-import { Module } from '@nestjs/common';
+import { MiddlewareConsumer, Module, RequestMethod } from '@nestjs/common';
 import { ConfigModule } from '@nestjs/config';
 import { ScheduleModule } from '@nestjs/schedule';
 import { ServeStaticModule } from '@nestjs/serve-static';
@@ -23,6 +23,7 @@ import { AuthModule } from './auth/auth.module';
 import { BenchmarkModule } from './benchmark/benchmark.module';
 import { CacheModule } from './cache/cache.module';
 import { ExportModule } from './export/export.module';
+import { FrontendMiddleware } from './frontend.middleware';
 import { ImportModule } from './import/import.module';
 import { InfoModule } from './info/info.module';
 import { OrderModule } from './order/order.module';
@@ -82,4 +83,10 @@ import { UserModule } from './user/user.module';
   controllers: [AppController],
   providers: [CronService]
 })
-export class AppModule {}
+export class AppModule {
+  configure(consumer: MiddlewareConsumer) {
+    consumer
+      .apply(FrontendMiddleware)
+      .forRoutes({ path: '*', method: RequestMethod.ALL });
+  }
+}

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

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

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

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

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

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

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

@@ -1,30 +1,48 @@
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
-import { 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, UseInterceptors } from '@nestjs/common';
+import {
+  BenchmarkMarketDataDetails,
+  BenchmarkResponse
+} from '@ghostfolio/common/interfaces';
+import {
+  Controller,
+  Get,
+  Param,
+  UseGuards,
+  UseInterceptors
+} from '@nestjs/common';
+import { AuthGuard } from '@nestjs/passport';
+import { DataSource } from '@prisma/client';
 
 import { BenchmarkService } from './benchmark.service';
 
 @Controller('benchmark')
 export class BenchmarkController {
-  public constructor(
-    private readonly benchmarkService: BenchmarkService,
-    private readonly propertyService: PropertyService
-  ) {}
+  public constructor(private readonly benchmarkService: BenchmarkService) {}
 
   @Get()
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getBenchmark(): Promise<BenchmarkResponse> {
-    const benchmarkAssets: UniqueAsset[] =
-      ((await this.propertyService.getByKey(
-        PROPERTY_BENCHMARKS
-      )) as UniqueAsset[]) ?? [];
-
     return {
-      benchmarks: await this.benchmarkService.getBenchmarks(benchmarkAssets)
+      benchmarks: await this.benchmarkService.getBenchmarks()
     };
   }
+
+  @Get(':dataSource/:symbol/:startDateString')
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseGuards(AuthGuard('jwt'))
+  public async getBenchmarkMarketDataBySymbol(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('startDateString') startDateString: string,
+    @Param('symbol') symbol: string
+  ): Promise<BenchmarkMarketDataDetails> {
+    const startDate = new Date(startDateString);
+
+    return this.benchmarkService.getMarketDataBySymbol({
+      dataSource,
+      startDate,
+      symbol
+    });
+  }
 }

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

@@ -1,4 +1,5 @@
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
+import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
@@ -18,6 +19,7 @@ import { BenchmarkService } from './benchmark.service';
     MarketDataModule,
     PropertyModule,
     RedisCacheModule,
+    SymbolModule,
     SymbolProfileModule
   ],
   providers: [BenchmarkService]

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

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

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

@@ -1,10 +1,21 @@
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
+import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
-import { BenchmarkResponse, UniqueAsset } from '@ghostfolio/common/interfaces';
+import { PROPERTY_BENCHMARKS } from '@ghostfolio/common/config';
+import { DATE_FORMAT } from '@ghostfolio/common/helper';
+import {
+  BenchmarkMarketDataDetails,
+  BenchmarkResponse,
+  UniqueAsset
+} from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import Big from 'big.js';
+import { format } from 'date-fns';
+import ms from 'ms';
+import { v4 as uuidv4 } from 'uuid';
 
 @Injectable()
 export class BenchmarkService {
@@ -13,25 +24,37 @@ export class BenchmarkService {
   public constructor(
     private readonly dataProviderService: DataProviderService,
     private readonly marketDataService: MarketDataService,
+    private readonly propertyService: PropertyService,
     private readonly redisCacheService: RedisCacheService,
-    private readonly symbolProfileService: SymbolProfileService
+    private readonly symbolProfileService: SymbolProfileService,
+    private readonly symbolService: SymbolService
   ) {}
 
-  public async getBenchmarks(
-    benchmarkAssets: UniqueAsset[]
-  ): Promise<BenchmarkResponse['benchmarks']> {
+  public calculateChangeInPercentage(baseValue: number, currentValue: number) {
+    return new Big(currentValue).div(baseValue).minus(1).toNumber();
+  }
+
+  public async getBenchmarks({ useCache = true } = {}): Promise<
+    BenchmarkResponse['benchmarks']
+  > {
     let benchmarks: BenchmarkResponse['benchmarks'];
 
-    try {
-      benchmarks = JSON.parse(
-        await this.redisCacheService.get(this.CACHE_KEY_BENCHMARKS)
-      );
+    if (useCache) {
+      try {
+        benchmarks = JSON.parse(
+          await this.redisCacheService.get(this.CACHE_KEY_BENCHMARKS)
+        );
 
-      if (benchmarks) {
-        return benchmarks;
-      }
-    } catch {}
+        if (benchmarks) {
+          return benchmarks;
+        }
+      } catch {}
+    }
 
+    const benchmarkAssets: UniqueAsset[] =
+      ((await this.propertyService.getByKey(
+        PROPERTY_BENCHMARKS
+      )) as UniqueAsset[]) ?? [];
     const promises: Promise<number>[] = [];
 
     const [quotes, assetProfiles] = await Promise.all([
@@ -46,11 +69,16 @@ export class BenchmarkService {
     const allTimeHighs = await Promise.all(promises);
 
     benchmarks = allTimeHighs.map((allTimeHigh, index) => {
-      const { marketPrice } = quotes[benchmarkAssets[index].symbol];
+      const { marketPrice } = quotes[benchmarkAssets[index].symbol] ?? {};
 
-      const performancePercentFromAllTimeHigh = new Big(marketPrice)
-        .div(allTimeHigh)
-        .minus(1);
+      let performancePercentFromAllTimeHigh = 0;
+
+      if (allTimeHigh && marketPrice) {
+        performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
+          allTimeHigh,
+          marketPrice
+        );
+      }
 
       return {
         marketCondition: this.getMarketCondition(
@@ -64,7 +92,7 @@ export class BenchmarkService {
         })?.name,
         performances: {
           allTimeHigh: {
-            performancePercent: performancePercentFromAllTimeHigh.toNumber()
+            performancePercent: performancePercentFromAllTimeHigh
           }
         }
       };
@@ -72,13 +100,82 @@ export class BenchmarkService {
 
     await this.redisCacheService.set(
       this.CACHE_KEY_BENCHMARKS,
-      JSON.stringify(benchmarks)
+      JSON.stringify(benchmarks),
+      ms('4 hours') / 1000
     );
 
     return benchmarks;
   }
 
-  private getMarketCondition(aPerformanceInPercent: Big) {
-    return aPerformanceInPercent.lte(-0.2) ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
+  public async getBenchmarkAssetProfiles(): Promise<UniqueAsset[]> {
+    const benchmarkAssets: UniqueAsset[] =
+      ((await this.propertyService.getByKey(
+        PROPERTY_BENCHMARKS
+      )) as UniqueAsset[]) ?? [];
+
+    const assetProfiles = await this.symbolProfileService.getSymbolProfiles(
+      benchmarkAssets
+    );
+
+    return assetProfiles.map(({ dataSource, symbol }) => {
+      return {
+        dataSource,
+        symbol
+      };
+    });
+  }
+
+  public async getMarketDataBySymbol({
+    dataSource,
+    startDate,
+    symbol
+  }: { startDate: Date } & UniqueAsset): Promise<BenchmarkMarketDataDetails> {
+    const [currentSymbolItem, marketDataItems] = await Promise.all([
+      this.symbolService.get({
+        dataGatheringItem: {
+          dataSource,
+          symbol
+        }
+      }),
+      this.marketDataService.marketDataItems({
+        orderBy: {
+          date: 'asc'
+        },
+        where: {
+          dataSource,
+          symbol,
+          date: {
+            gte: startDate
+          }
+        }
+      })
+    ]);
+
+    marketDataItems.push({
+      ...currentSymbolItem,
+      createdAt: new Date(),
+      date: new Date(),
+      id: uuidv4()
+    });
+
+    const marketPriceAtStartDate = marketDataItems?.[0]?.marketPrice ?? 0;
+    return {
+      marketData: marketDataItems.map((marketDataItem) => {
+        return {
+          date: format(marketDataItem.date, DATE_FORMAT),
+          value:
+            marketPriceAtStartDate === 0
+              ? 0
+              : this.calculateChangeInPercentage(
+                  marketPriceAtStartDate,
+                  marketDataItem.marketPrice
+                ) * 100
+        };
+      })
+    };
+  }
+
+  private getMarketCondition(aPerformanceInPercent: number) {
+    return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
   }
 }

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/frontend.middleware.ts

@@ -0,0 +1,81 @@
+import * as fs from 'fs';
+import * as path from 'path';
+
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
+import { Injectable, NestMiddleware } from '@nestjs/common';
+import { NextFunction, Request, Response } from 'express';
+
+@Injectable()
+export class FrontendMiddleware implements NestMiddleware {
+  public indexHtmlDe = fs.readFileSync(
+    this.getPathOfIndexHtmlFile('de'),
+    'utf8'
+  );
+  public indexHtmlEn = fs.readFileSync(
+    this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
+    'utf8'
+  );
+
+  public constructor(
+    private readonly configurationService: ConfigurationService
+  ) {}
+
+  public use(req: Request, res: Response, next: NextFunction) {
+    let featureGraphicPath = 'assets/cover.png';
+
+    if (
+      req.path === '/en/blog/2022/08/500-stars-on-github' ||
+      req.path === '/en/blog/2022/08/500-stars-on-github/'
+    ) {
+      featureGraphicPath = 'assets/images/blog/500-stars-on-github.jpg';
+    }
+
+    if (req.path.startsWith('/api/') || this.isFileRequest(req.url)) {
+      // Skip
+      next();
+    } else if (req.path === '/de' || req.path.startsWith('/de/')) {
+      res.send(
+        this.interpolate(this.indexHtmlDe, {
+          featureGraphicPath,
+          languageCode: 'de',
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    } else {
+      res.send(
+        this.interpolate(this.indexHtmlEn, {
+          featureGraphicPath,
+          languageCode: DEFAULT_LANGUAGE_CODE,
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    }
+  }
+
+  private getPathOfIndexHtmlFile(aLocale: string) {
+    return path.join(__dirname, '..', 'client', aLocale, 'index.html');
+  }
+
+  private interpolate(template: string, context: any) {
+    return template.replace(/[$]{([^}]+)}/g, (_, objectPath) => {
+      const properties = objectPath.split('.');
+      return properties.reduce(
+        (previous, current) => previous?.[current],
+        context
+      );
+    });
+  }
+
+  private isFileRequest(filename: string) {
+    if (filename === '/assets/LICENSE') {
+      return true;
+    } else if (filename.includes('auth/ey')) {
+      return false;
+    }
+
+    return filename.split('.').pop() !== filename;
+  }
+}

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

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

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

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

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

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

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

@@ -1,3 +1,4 @@
+import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
@@ -16,6 +17,7 @@ import { InfoService } from './info.service';
 @Module({
   controllers: [InfoController],
   imports: [
+    BenchmarkModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,

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

@@ -1,6 +1,6 @@
+import { BenchmarkService } from '@ghostfolio/api/app/benchmark/benchmark.service';
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
@@ -13,7 +13,10 @@ import {
   PROPERTY_SYSTEM_MESSAGE,
   ghostfolioFearAndGreedIndexDataSource
 } from '@ghostfolio/common/config';
-import { encodeDataSource } from '@ghostfolio/common/helper';
+import {
+  encodeDataSource,
+  extractNumberFromString
+} from '@ghostfolio/common/helper';
 import { InfoItem } from '@ghostfolio/common/interfaces';
 import { Statistics } from '@ghostfolio/common/interfaces/statistics.interface';
 import { Subscription } from '@ghostfolio/common/interfaces/subscription.interface';
@@ -21,6 +24,7 @@ import { permissions } from '@ghostfolio/common/permissions';
 import { Injectable, Logger } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 import * as bent from 'bent';
+import * as cheerio from 'cheerio';
 import { subDays } from 'date-fns';
 
 @Injectable()
@@ -28,9 +32,9 @@ export class InfoService {
   private static CACHE_KEY_STATISTICS = 'STATISTICS';
 
   public constructor(
+    private readonly benchmarkService: BenchmarkService,
     private readonly configurationService: ConfigurationService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
-    private readonly dataGatheringService: DataGatheringService,
     private readonly jwtService: JwtService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
@@ -106,6 +110,7 @@ export class InfoService {
       platforms,
       systemMessage,
       baseCurrency: this.configurationService.get('BASE_CURRENCY'),
+      benchmarks: await this.benchmarkService.getBenchmarkAssetProfiles(),
       currencies: this.exchangeRateDataService.getCurrencies(),
       demoAuthToken: this.getDemoAuthToken(),
       statistics: await this.getStatistics(),
@@ -143,17 +148,21 @@ export class InfoService {
   private async countGitHubContributors(): Promise<number> {
     try {
       const get = bent(
-        `https://api.github.com/repos/ghostfolio/ghostfolio/contributors`,
+        'https://github.com/ghostfolio/ghostfolio',
         'GET',
-        'json',
+        'string',
         200,
-        {
-          'User-Agent': 'request'
-        }
+        {}
       );
 
-      const contributors = await get();
-      return contributors?.length;
+      const html = await get();
+      const $ = cheerio.load(html);
+
+      return extractNumberFromString(
+        $(
+          `a[href="/ghostfolio/ghostfolio/graphs/contributors"] .Counter`
+        ).text()
+      );
     } catch (error) {
       Logger.error(error, 'InfoService');
 

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

@@ -103,7 +103,7 @@ export class OrderController {
         impersonationId,
         this.request.user.id
       );
-    const userCurrency = this.request.user.Settings.currency;
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
     let activities = await this.orderService.getOrders({
       filters,

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

@@ -16,6 +16,7 @@ import {
   DataSource,
   Order,
   Prisma,
+  Tag,
   Type as TypeOfOrder
 } from '@prisma/client';
 import Big from 'big.js';
@@ -71,6 +72,7 @@ export class OrderService {
       currency?: string;
       dataSource?: DataSource;
       symbol?: string;
+      tags?: Tag[];
       userId: string;
     }
   ): Promise<Order> {
@@ -80,6 +82,8 @@ export class OrderService {
       return account.isDefault === true;
     });
 
+    const tags = data.tags ?? [];
+
     let Account = {
       connect: {
         id_userId: {
@@ -139,9 +143,15 @@ export class OrderService {
     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;
@@ -150,7 +160,12 @@ export class OrderService {
       data: {
         ...orderData,
         Account,
-        isDraft
+        isDraft,
+        tags: {
+          connect: tags.map(({ id }) => {
+            return { id };
+          })
+        }
       }
     });
   }
@@ -215,9 +230,10 @@ export class OrderService {
                 })
               },
               {
-                SymbolProfileOverrides: {
-                  is: null
-                }
+                OR: [
+                  { SymbolProfileOverrides: { is: null } },
+                  { SymbolProfileOverrides: { assetClass: null } }
+                ]
               }
             ]
           },
@@ -298,6 +314,7 @@ export class OrderService {
       currency?: string;
       dataSource?: DataSource;
       symbol?: string;
+      tags?: Tag[];
     };
     where: Prisma.OrderWhereUniqueInput;
   }): Promise<Order> {
@@ -305,6 +322,12 @@ export class OrderService {
       delete data.Account;
     }
 
+    if (!data.comment) {
+      data.comment = null;
+    }
+
+    const tags = data.tags ?? [];
+
     let isDraft = false;
 
     if (data.type === 'ITEM') {
@@ -331,11 +354,17 @@ export class OrderService {
     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

@@ -16,6 +16,7 @@ import {
   isBefore,
   isSameMonth,
   isSameYear,
+  isWithinInterval,
   max,
   min,
   set
@@ -167,13 +168,21 @@ export class PortfolioCalculator {
     this.transactionPoints = transactionPoints;
   }
 
-  public async getCurrentPositions(start: Date): Promise<CurrentPositions> {
-    if (!this.transactionPoints?.length) {
+  public async getCurrentPositions(
+    start: Date,
+    end = new Date(Date.now())
+  ): Promise<CurrentPositions> {
+    const transactionPointsBeforeEndDate =
+      this.transactionPoints?.filter((transactionPoint) => {
+        return isBefore(parseDate(transactionPoint.date), end);
+      }) ?? [];
+
+    if (!transactionPointsBeforeEndDate.length) {
       return {
         currentValue: new Big(0),
-        hasErrors: false,
         grossPerformance: new Big(0),
         grossPerformancePercentage: new Big(0),
+        hasErrors: false,
         netPerformance: new Big(0),
         netPerformancePercentage: new Big(0),
         positions: [],
@@ -182,39 +191,38 @@ export class PortfolioCalculator {
     }
 
     const lastTransactionPoint =
-      this.transactionPoints[this.transactionPoints.length - 1];
-
-    // use Date.now() to use the mock for today
-    const today = new Date(Date.now());
+      transactionPointsBeforeEndDate[transactionPointsBeforeEndDate.length - 1];
 
     let firstTransactionPoint: TransactionPoint = null;
-    let firstIndex = this.transactionPoints.length;
+    let firstIndex = transactionPointsBeforeEndDate.length;
     const dates = [];
     const dataGatheringItems: IDataGatheringItem[] = [];
     const currencies: { [symbol: string]: string } = {};
 
     dates.push(resetHours(start));
-    for (const item of this.transactionPoints[firstIndex - 1].items) {
+    for (const item of transactionPointsBeforeEndDate[firstIndex - 1].items) {
       dataGatheringItems.push({
         dataSource: item.dataSource,
         symbol: item.symbol
       });
       currencies[item.symbol] = item.currency;
     }
-    for (let i = 0; i < this.transactionPoints.length; i++) {
+    for (let i = 0; i < transactionPointsBeforeEndDate.length; i++) {
       if (
-        !isBefore(parseDate(this.transactionPoints[i].date), start) &&
+        !isBefore(parseDate(transactionPointsBeforeEndDate[i].date), start) &&
         firstTransactionPoint === null
       ) {
-        firstTransactionPoint = this.transactionPoints[i];
+        firstTransactionPoint = transactionPointsBeforeEndDate[i];
         firstIndex = i;
       }
       if (firstTransactionPoint !== null) {
-        dates.push(resetHours(parseDate(this.transactionPoints[i].date)));
+        dates.push(
+          resetHours(parseDate(transactionPointsBeforeEndDate[i].date))
+        );
       }
     }
 
-    dates.push(resetHours(today));
+    dates.push(resetHours(end));
 
     const marketSymbols = await this.currentRateService.getValues({
       currencies,
@@ -241,7 +249,7 @@ export class PortfolioCalculator {
       }
     }
 
-    const todayString = format(today, DATE_FORMAT);
+    const endDateString = format(end, DATE_FORMAT);
 
     if (firstIndex > 0) {
       firstIndex--;
@@ -254,7 +262,7 @@ export class PortfolioCalculator {
     const errors: ResponseError['errors'] = [];
 
     for (const item of lastTransactionPoint.items) {
-      const marketValue = marketSymbolMap[todayString]?.[item.symbol];
+      const marketValue = marketSymbolMap[endDateString]?.[item.symbol];
 
       const {
         grossPerformance,
@@ -264,6 +272,7 @@ export class PortfolioCalculator {
         netPerformance,
         netPerformancePercentage
       } = this.getSymbolMetrics({
+        end,
         marketSymbolMap,
         start,
         symbol: item.symbol
@@ -332,7 +341,7 @@ export class PortfolioCalculator {
     }
 
     const investments = [];
-    let currentDate = parseDate(this.orders[0].date);
+    let currentDate: Date;
     let investmentByMonth = new Big(0);
 
     for (const [index, order] of this.orders.entries()) {
@@ -340,27 +349,34 @@ export class PortfolioCalculator {
         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 (index === this.orders.length - 1) {
+        if (currentDate) {
           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));
       }
+
+      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;
@@ -425,30 +441,36 @@ export class PortfolioCalculator {
       }
     }
 
+    let minNetPerformance = new Big(0);
+    let maxNetPerformance = new Big(0);
+
     const timelineInfoInterfaces: TimelineInfoInterface[] = await Promise.all(
       timelinePeriodPromises
     );
-    const minNetPerformance = timelineInfoInterfaces
-      .map((timelineInfo) => timelineInfo.minNetPerformance)
-      .filter((performance) => performance !== null)
-      .reduce((minPerformance, current) => {
-        if (minPerformance.lt(current)) {
-          return minPerformance;
-        } else {
-          return current;
-        }
-      });
 
-    const maxNetPerformance = timelineInfoInterfaces
-      .map((timelineInfo) => timelineInfo.maxNetPerformance)
-      .filter((performance) => performance !== null)
-      .reduce((maxPerformance, current) => {
-        if (maxPerformance.gt(current)) {
-          return maxPerformance;
-        } else {
-          return current;
-        }
-      });
+    try {
+      minNetPerformance = timelineInfoInterfaces
+        .map((timelineInfo) => timelineInfo.minNetPerformance)
+        .filter((performance) => performance !== null)
+        .reduce((minPerformance, current) => {
+          if (minPerformance.lt(current)) {
+            return minPerformance;
+          } else {
+            return current;
+          }
+        });
+
+      maxNetPerformance = timelineInfoInterfaces
+        .map((timelineInfo) => timelineInfo.maxNetPerformance)
+        .filter((performance) => performance !== null)
+        .reduce((maxPerformance, current) => {
+          if (maxPerformance.gt(current)) {
+            return maxPerformance;
+          } else {
+            return current;
+          }
+        });
+    } catch {}
 
     const timelinePeriods = timelineInfoInterfaces.map(
       (timelineInfo) => timelineInfo.timelinePeriods
@@ -687,10 +709,12 @@ export class PortfolioCalculator {
   }
 
   private getSymbolMetrics({
+    end,
     marketSymbolMap,
     start,
     symbol
   }: {
+    end: Date;
     marketSymbolMap: {
       [date: string]: { [symbol: string]: Big };
     };
@@ -713,13 +737,12 @@ export class PortfolioCalculator {
     }
 
     const dateOfFirstTransaction = new Date(first(orders).date);
-    const endDate = new Date(Date.now());
 
     const unitPriceAtStartDate =
       marketSymbolMap[format(start, DATE_FORMAT)]?.[symbol];
 
     const unitPriceAtEndDate =
-      marketSymbolMap[format(endDate, DATE_FORMAT)]?.[symbol];
+      marketSymbolMap[format(end, DATE_FORMAT)]?.[symbol];
 
     if (
       !unitPriceAtEndDate ||
@@ -772,7 +795,7 @@ export class PortfolioCalculator {
     orders.push({
       symbol,
       currency: null,
-      date: format(endDate, DATE_FORMAT),
+      date: format(end, DATE_FORMAT),
       dataSource: null,
       fee: new Big(0),
       itemType: 'end',

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

@@ -35,11 +35,11 @@ import {
   Param,
   Query,
   UseGuards,
-  UseInterceptors
+  UseInterceptors,
+  Version
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { ViewMode } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
@@ -110,6 +110,26 @@ export class PortfolioController {
     };
   }
 
+  @Get('chart')
+  @UseGuards(AuthGuard('jwt'))
+  @Version('2')
+  public async getChartV2(
+    @Headers('impersonation-id') impersonationId: string,
+    @Query('range') range
+  ): Promise<PortfolioChart> {
+    const historicalDataContainer = await this.portfolioService.getChartV2(
+      impersonationId,
+      range
+    );
+
+    return {
+      chart: historicalDataContainer.items,
+      hasError: false,
+      isAllTimeHigh: false,
+      isAllTimeLow: false
+    };
+  }
+
   @Get('details')
   @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(RedactValuesInResponseInterceptor)
@@ -175,7 +195,7 @@ export class PortfolioController {
           return this.exchangeRateDataService.toCurrency(
             portfolioPosition.quantity * portfolioPosition.marketPrice,
             portfolioPosition.currency,
-            this.request.user.Settings.currency
+            this.request.user.Settings.settings.baseCurrency
           );
         })
         .reduce((a, b) => a + b, 0);
@@ -278,7 +298,7 @@ export class PortfolioController {
 
     if (
       impersonationId ||
-      this.request.user.Settings.viewMode === ViewMode.ZEN ||
+      this.request.user.Settings.settings.viewMode === 'ZEN' ||
       this.userService.isRestrictedView(this.request.user)
     ) {
       performanceInformation.performance = nullifyValuesInObject(
@@ -349,6 +369,7 @@ export class PortfolioController {
 
     const portfolioPublicDetails: PortfolioPublicDetails = {
       hasDetails,
+      alias: access.alias,
       holdings: {}
     };
 
@@ -357,7 +378,8 @@ export class PortfolioController {
         return this.exchangeRateDataService.toCurrency(
           portfolioPosition.quantity * portfolioPosition.marketPrice,
           portfolioPosition.currency,
-          this.request.user?.Settings?.currency ?? this.baseCurrency
+          this.request.user?.Settings?.settings.baseCurrency ??
+            this.baseCurrency
         );
       })
       .reduce((a, b) => a + b, 0);

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

@@ -5,7 +5,6 @@ import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.s
 import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-order.interface';
 import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface';
 import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
-import { UserSettings } from '@ghostfolio/api/app/user/interfaces/user-settings.interface';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
 import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
@@ -35,7 +34,8 @@ import {
   PortfolioReport,
   PortfolioSummary,
   Position,
-  TimelinePosition
+  TimelinePosition,
+  UserSettings
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type {
@@ -57,6 +57,7 @@ import {
 } from '@prisma/client';
 import Big from 'big.js';
 import {
+  addDays,
   differenceInDays,
   endOfToday,
   format,
@@ -71,7 +72,7 @@ import {
   subDays,
   subYears
 } from 'date-fns';
-import { isEmpty, sortBy, uniq, uniqBy } from 'lodash';
+import { isEmpty, last, sortBy, uniq, uniqBy } from 'lodash';
 
 import {
   HistoricalDataContainer,
@@ -85,6 +86,7 @@ const emergingMarkets = require('../../assets/countries/emerging-markets.json');
 
 @Injectable()
 export class PortfolioService {
+  private static readonly MAX_CHART_ITEMS = 250;
   private baseCurrency: string;
 
   public constructor(
@@ -122,7 +124,7 @@ export class PortfolioService {
       this.getDetails(aUserId, aUserId, undefined, aFilters)
     ]);
 
-    const userCurrency = this.request.user.Settings.currency;
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
     return accounts.map((account) => {
       let transactionCount = 0;
@@ -197,7 +199,7 @@ export class PortfolioService {
       });
 
     const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.currency,
+      currency: this.request.user.Settings.settings.baseCurrency,
       currentRateService: this.currentRateService,
       orders: portfolioOrders
     });
@@ -277,7 +279,7 @@ export class PortfolioService {
       });
 
     const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.currency,
+      currency: this.request.user.Settings.settings.baseCurrency,
       currentRateService: this.currentRateService,
       orders: portfolioOrders
     });
@@ -327,10 +329,10 @@ export class PortfolioService {
     }
 
     let isAllTimeHigh = timelineInfo.maxNetPerformance?.eq(
-      lastItem?.netPerformance
+      lastItem?.netPerformance ?? 0
     );
     let isAllTimeLow = timelineInfo.minNetPerformance?.eq(
-      lastItem?.netPerformance
+      lastItem?.netPerformance ?? 0
     );
     if (isAllTimeHigh && isAllTimeLow) {
       isAllTimeHigh = false;
@@ -354,6 +356,78 @@ export class PortfolioService {
     };
   }
 
+  public async getChartV2(
+    aImpersonationId: string,
+    aDateRange: DateRange = 'max'
+  ): Promise<HistoricalDataContainer> {
+    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
+
+    const { portfolioOrders, transactionPoints } =
+      await this.getTransactionPoints({
+        userId
+      });
+
+    const portfolioCalculator = new PortfolioCalculator({
+      currency: this.request.user.Settings.settings.baseCurrency,
+      currentRateService: this.currentRateService,
+      orders: portfolioOrders
+    });
+
+    portfolioCalculator.setTransactionPoints(transactionPoints);
+    if (transactionPoints.length === 0) {
+      return {
+        isAllTimeHigh: false,
+        isAllTimeLow: false,
+        items: []
+      };
+    }
+    const endDate = new Date();
+
+    const portfolioStart = parseDate(transactionPoints[0].date);
+    const startDate = this.getStartDate(aDateRange, portfolioStart);
+
+    const daysInMarket = differenceInDays(new Date(), startDate);
+    const step = Math.round(
+      daysInMarket / Math.min(daysInMarket, PortfolioService.MAX_CHART_ITEMS)
+    );
+
+    const items: HistoricalDataItem[] = [];
+
+    let currentEndDate = startDate;
+
+    while (isBefore(currentEndDate, endDate)) {
+      const currentPositions = await portfolioCalculator.getCurrentPositions(
+        startDate,
+        currentEndDate
+      );
+
+      items.push({
+        date: format(currentEndDate, DATE_FORMAT),
+        value: currentPositions.netPerformancePercentage.toNumber() * 100
+      });
+
+      currentEndDate = addDays(currentEndDate, step);
+    }
+
+    const today = new Date();
+
+    if (last(items)?.date !== format(today, DATE_FORMAT)) {
+      // Add today
+      const { netPerformancePercentage } =
+        await portfolioCalculator.getCurrentPositions(startDate, today);
+      items.push({
+        date: format(today, DATE_FORMAT),
+        value: netPerformancePercentage.toNumber() * 100
+      });
+    }
+
+    return {
+      isAllTimeHigh: false,
+      isAllTimeLow: false,
+      items: items
+    };
+  }
+
   public async getDetails(
     aImpersonationId: string,
     aUserId: string,
@@ -367,8 +441,8 @@ export class PortfolioService {
       (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
     );
     const userCurrency =
-      user.Settings?.currency ??
-      this.request.user?.Settings?.currency ??
+      user.Settings?.settings.baseCurrency ??
+      this.request.user?.Settings?.settings.baseCurrency ??
       this.baseCurrency;
 
     const { orders, portfolioOrders, transactionPoints } =
@@ -466,7 +540,9 @@ export class PortfolioService {
 
       holdings[item.symbol] = {
         markets,
-        allocationCurrent: value.div(totalValue).toNumber(),
+        allocationCurrent: totalValue.eq(0)
+          ? 0
+          : value.div(totalValue).toNumber(),
         allocationInvestment: item.investment.div(totalInvestment).toNumber(),
         assetClass: symbolProfile.assetClass,
         assetSubClass: symbolProfile.assetSubClass,
@@ -478,7 +554,7 @@ export class PortfolioService {
           item.grossPerformancePercentage?.toNumber() ?? 0,
         investment: item.investment.toNumber(),
         marketPrice: item.marketPrice,
-        marketState: dataProviderResponse.marketState,
+        marketState: dataProviderResponse?.marketState ?? 'delayed',
         name: symbolProfile.name,
         netPerformance: item.netPerformance?.toNumber() ?? 0,
         netPerformancePercent: item.netPerformancePercentage?.toNumber() ?? 0,
@@ -526,7 +602,7 @@ export class PortfolioService {
     aImpersonationId: string,
     aSymbol: string
   ): Promise<PortfolioPositionDetail> {
-    const userCurrency = this.request.user.Settings.currency;
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
     const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
     const orders = (
@@ -779,7 +855,7 @@ export class PortfolioService {
       });
 
     const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.currency,
+      currency: this.request.user.Settings.settings.baseCurrency,
       currentRateService: this.currentRateService,
       orders: portfolioOrders
     });
@@ -855,7 +931,7 @@ export class PortfolioService {
       });
 
     const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.currency,
+      currency: this.request.user.Settings.settings.baseCurrency,
       currentRateService: this.currentRateService,
       orders: portfolioOrders
     });
@@ -915,7 +991,7 @@ export class PortfolioService {
   }
 
   public async getReport(impersonationId: string): Promise<PortfolioReport> {
-    const currency = this.request.user.Settings.currency;
+    const currency = this.request.user.Settings.settings.baseCurrency;
     const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { orders, portfolioOrders, transactionPoints } =
@@ -969,7 +1045,7 @@ export class PortfolioService {
               accounts
             )
           ],
-          { baseCurrency: currency }
+          <UserSettings>this.request.user.Settings.settings
         ),
         currencyClusterRisk: await this.rulesService.evaluate(
           [
@@ -990,7 +1066,7 @@ export class PortfolioService {
               currentPositions
             )
           ],
-          { baseCurrency: currency }
+          <UserSettings>this.request.user.Settings.settings
         ),
         fees: await this.rulesService.evaluate(
           [
@@ -1000,14 +1076,14 @@ export class PortfolioService {
               this.getFees(orders).toNumber()
             )
           ],
-          { baseCurrency: currency }
+          <UserSettings>this.request.user.Settings.settings
         )
       }
     };
   }
 
   public async getSummary(aImpersonationId: string): Promise<PortfolioSummary> {
-    const userCurrency = this.request.user.Settings.currency;
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
     const userId = await this.getUserId(aImpersonationId, this.request.user.id);
     const user = await this.userService.user({ id: userId });
 
@@ -1181,7 +1257,7 @@ export class PortfolioService {
         return this.exchangeRateDataService.toCurrency(
           new Big(order.quantity).mul(order.unitPrice).toNumber(),
           order.SymbolProfile.currency,
-          this.request.user.Settings.currency
+          this.request.user.Settings.settings.baseCurrency
         );
       })
       .reduce(
@@ -1200,7 +1276,7 @@ export class PortfolioService {
         return this.exchangeRateDataService.toCurrency(
           order.fee,
           order.SymbolProfile.currency,
-          this.request.user.Settings.currency
+          this.request.user.Settings.settings.baseCurrency
         );
       })
       .reduce(
@@ -1222,7 +1298,7 @@ export class PortfolioService {
         return this.exchangeRateDataService.toCurrency(
           new Big(order.quantity).mul(order.unitPrice).toNumber(),
           order.SymbolProfile.currency,
-          this.request.user.Settings.currency
+          this.request.user.Settings.settings.baseCurrency
         );
       })
       .reduce(
@@ -1263,7 +1339,7 @@ export class PortfolioService {
     portfolioOrders: PortfolioOrder[];
   }> {
     const userCurrency =
-      this.request.user?.Settings?.currency ?? this.baseCurrency;
+      this.request.user?.Settings?.settings.baseCurrency ?? this.baseCurrency;
 
     const orders = await this.orderService.getOrders({
       filters,

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

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

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

@@ -1,7 +1,6 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { CacheModule, Module } from '@nestjs/common';
-import { ConfigModule, ConfigService } from '@nestjs/config';
+import { CacheManagerOptions, CacheModule, Module } from '@nestjs/common';
 import * as redisStore from 'cache-manager-redis-store';
 
 import { RedisCacheService } from './redis-cache.service';
@@ -9,16 +8,18 @@ import { RedisCacheService } from './redis-cache.service';
 @Module({
   imports: [
     CacheModule.registerAsync({
-      imports: [ConfigModule],
-      inject: [ConfigService],
-      useFactory: async (configurationService: ConfigurationService) => ({
-        host: configurationService.get('REDIS_HOST'),
-        max: configurationService.get('MAX_ITEM_IN_CACHE'),
-        password: configurationService.get('REDIS_PASSWORD'),
-        port: configurationService.get('REDIS_PORT'),
-        store: redisStore,
-        ttl: configurationService.get('CACHE_TTL')
-      })
+      imports: [ConfigurationModule],
+      inject: [ConfigurationService],
+      useFactory: async (configurationService: ConfigurationService) => {
+        return <CacheManagerOptions>{
+          host: configurationService.get('REDIS_HOST'),
+          max: configurationService.get('MAX_ITEM_IN_CACHE'),
+          password: configurationService.get('REDIS_PASSWORD'),
+          port: configurationService.get('REDIS_PORT'),
+          store: redisStore,
+          ttl: configurationService.get('CACHE_TTL')
+        };
+      }
     }),
     ConfigurationModule
   ],

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

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

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

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

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

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

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

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

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

@@ -1,14 +1,43 @@
-import { IsBoolean, IsNumber, IsOptional, IsString } from 'class-validator';
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import type { DateRange, ViewMode } from '@ghostfolio/common/types';
+import {
+  IsBoolean,
+  IsIn,
+  IsNumber,
+  IsObject,
+  IsOptional,
+  IsString
+} from 'class-validator';
 
 export class UpdateUserSettingDto {
+  @IsOptional()
+  @IsString()
+  baseCurrency?: string;
+
+  @IsObject()
+  @IsOptional()
+  benchmark?: UniqueAsset;
+
+  @IsIn(<DateRange[]>['1d', '1y', '5y', 'max', 'ytd'])
+  @IsOptional()
+  dateRange?: DateRange;
+
   @IsNumber()
   @IsOptional()
   emergencyFund?: number;
 
+  @IsBoolean()
+  @IsOptional()
+  isExperimentalFeatures?: boolean;
+
   @IsBoolean()
   @IsOptional()
   isRestrictedView?: boolean;
 
+  @IsString()
+  @IsOptional()
+  language?: string;
+
   @IsString()
   @IsOptional()
   locale?: string;
@@ -16,4 +45,8 @@ export class UpdateUserSettingDto {
   @IsNumber()
   @IsOptional()
   savingsRate?: number;
+
+  @IsIn(<ViewMode[]>['DEFAULT', 'ZEN'])
+  @IsOptional()
+  viewMode?: ViewMode;
 }

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

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

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

@@ -1,7 +1,7 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { PROPERTY_IS_READ_ONLY_MODE } from '@ghostfolio/common/config';
-import { User } from '@ghostfolio/common/interfaces';
+import { User, UserSettings } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
@@ -22,12 +22,10 @@ import { JwtService } from '@nestjs/jwt';
 import { AuthGuard } from '@nestjs/passport';
 import { User as UserModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+import { size } from 'lodash';
 
 import { UserItem } from './interfaces/user-item.interface';
-import { UserSettingsParams } from './interfaces/user-settings-params.interface';
-import { UserSettings } from './interfaces/user-settings.interface';
 import { UpdateUserSettingDto } from './update-user-setting.dto';
-import { UpdateUserSettingsDto } from './update-user-settings.dto';
 import { UserService } from './user.service';
 
 @Controller('user')
@@ -103,6 +101,12 @@ export class UserController {
   @UseGuards(AuthGuard('jwt'))
   public async updateUserSetting(@Body() data: UpdateUserSettingDto) {
     if (
+      size(data) === 1 &&
+      data.dateRange &&
+      this.request.user.role === 'DEMO'
+    ) {
+      // Allow date range change for demo user
+    } else if (
       !hasPermission(
         this.request.user.permissions,
         permissions.updateUserSettings
@@ -130,33 +134,4 @@ export class UserController {
       userId: this.request.user.id
     });
   }
-
-  @Put('settings')
-  @UseGuards(AuthGuard('jwt'))
-  public async updateUserSettings(@Body() data: UpdateUserSettingsDto) {
-    if (
-      !hasPermission(
-        this.request.user.permissions,
-        permissions.updateUserSettings
-      )
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    const userSettings: UserSettingsParams = {
-      currency: data.baseCurrency,
-      userId: this.request.user.id
-    };
-
-    if (
-      hasPermission(this.request.user.permissions, permissions.updateViewMode)
-    ) {
-      userSettings.viewMode = data.viewMode;
-    }
-
-    return await this.userService.updateUserSettings(userSettings);
-  }
 }

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

@@ -4,19 +4,20 @@ import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import { PROPERTY_IS_READ_ONLY_MODE, locale } from '@ghostfolio/common/config';
-import { User as IUser, UserWithSettings } from '@ghostfolio/common/interfaces';
+import {
+  User as IUser,
+  UserSettings,
+  UserWithSettings
+} from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
   hasRole,
   permissions
 } from '@ghostfolio/common/permissions';
 import { Injectable } from '@nestjs/common';
-import { Prisma, Role, User, ViewMode } from '@prisma/client';
+import { Prisma, Role, User } from '@prisma/client';
 import { sortBy } from 'lodash';
 
-import { UserSettingsParams } from './interfaces/user-settings-params.interface';
-import { UserSettings } from './interfaces/user-settings.interface';
-
 const crypto = require('crypto');
 
 @Injectable()
@@ -36,21 +37,14 @@ export class UserService {
   }
 
   public async getUser(
-    {
-      Account,
-      alias,
-      id,
-      permissions,
-      Settings,
-      subscription
-    }: UserWithSettings,
+    { Account, id, permissions, Settings, subscription }: UserWithSettings,
     aLocale = locale
   ): Promise<IUser> {
     const access = await this.prismaService.access.findMany({
       include: {
         User: true
       },
-      orderBy: { User: { alias: 'asc' } },
+      orderBy: { alias: 'asc' },
       where: { GranteeUser: { id } }
     });
     let tags = await this.tagService.getByUser(id);
@@ -63,23 +57,20 @@ export class UserService {
     }
 
     return {
-      alias,
       id,
       permissions,
       subscription,
       tags,
       access: access.map((accessItem) => {
         return {
-          alias: accessItem.User.alias,
+          alias: accessItem.alias,
           id: accessItem.id
         };
       }),
       accounts: Account,
       settings: {
         ...(<UserSettings>Settings.settings),
-        baseCurrency: Settings?.currency ?? UserService.DEFAULT_CURRENCY,
-        locale: (<UserSettings>Settings.settings)?.locale ?? aLocale,
-        viewMode: Settings?.viewMode ?? ViewMode.DEFAULT
+        locale: (<UserSettings>Settings.settings)?.locale ?? aLocale
       }
     };
   }
@@ -97,7 +88,7 @@ export class UserService {
   }
 
   public isRestrictedView(aUser: UserWithSettings) {
-    return (aUser.Settings.settings as UserSettings)?.isRestrictedView ?? false;
+    return aUser.Settings.settings.isRestrictedView ?? false;
   }
 
   public async user(
@@ -106,7 +97,6 @@ export class UserService {
     const {
       accessToken,
       Account,
-      alias,
       authChallenge,
       createdAt,
       id,
@@ -124,7 +114,6 @@ export class UserService {
     const user: UserWithSettings = {
       accessToken,
       Account,
-      alias,
       authChallenge,
       createdAt,
       id,
@@ -136,21 +125,35 @@ export class UserService {
     };
 
     if (user?.Settings) {
-      if (!user.Settings.currency) {
-        // Set default currency if needed
-        user.Settings.currency = UserService.DEFAULT_CURRENCY;
+      if (!user.Settings.settings) {
+        user.Settings.settings = {};
       }
     } else if (user) {
       // Set default settings if needed
       user.Settings = {
-        currency: UserService.DEFAULT_CURRENCY,
-        settings: null,
+        settings: {},
         updatedAt: new Date(),
-        userId: user?.id,
-        viewMode: ViewMode.DEFAULT
+        userId: user?.id
       };
     }
 
+    // Set default value for base currency
+    if (!(user.Settings.settings as UserSettings)?.baseCurrency) {
+      (user.Settings.settings as UserSettings).baseCurrency =
+        UserService.DEFAULT_CURRENCY;
+    }
+
+    // Set default value for date range
+    (user.Settings.settings as UserSettings).dateRange =
+      (user.Settings.settings as UserSettings).viewMode === 'ZEN'
+        ? 'max'
+        : (user.Settings.settings as UserSettings)?.dateRange ?? 'max';
+
+    // Set default value for view mode
+    if (!(user.Settings.settings as UserSettings).viewMode) {
+      (user.Settings.settings as UserSettings).viewMode = 'DEFAULT';
+    }
+
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       user.subscription =
         this.subscriptionService.getSubscription(Subscription);
@@ -231,7 +234,9 @@ export class UserService {
         },
         Settings: {
           create: {
-            currency: this.baseCurrency
+            settings: {
+              currency: this.baseCurrency
+            }
           }
         }
       }
@@ -305,7 +310,7 @@ export class UserService {
     userId: string;
     userSettings: UserSettings;
   }) {
-    const settings = userSettings as Prisma.JsonObject;
+    const settings = userSettings as unknown as Prisma.JsonObject;
 
     await this.prismaService.settings.upsert({
       create: {
@@ -327,33 +332,6 @@ export class UserService {
     return;
   }
 
-  public async updateUserSettings({
-    currency,
-    userId,
-    viewMode
-  }: UserSettingsParams) {
-    await this.prismaService.settings.upsert({
-      create: {
-        currency,
-        User: {
-          connect: {
-            id: userId
-          }
-        },
-        viewMode
-      },
-      update: {
-        currency,
-        viewMode
-      },
-      where: {
-        userId: userId
-      }
-    });
-
-    return;
-  }
-
   private getRandomString(length: number) {
     const characters = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789';
     const result = [];

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

@@ -2,5 +2,6 @@
   "LUNA1": "Terra",
   "LUNA2": "Terra",
   "SGB1": "Songbird",
-  "UNI1": "Uniswap"
+  "UNI1": "Uniswap",
+  "UST": "TerraUSD"
 }

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

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

apps/api/src/main.ts

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

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

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

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

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

apps/api/src/models/rule.ts

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -15,7 +15,9 @@ export class ConfigurationService {
       BASE_CURRENCY: str({ default: 'USD' }),
       CACHE_TTL: num({ default: 1 }),
       DATA_SOURCE_PRIMARY: str({ default: DataSource.YAHOO }),
-      DATA_SOURCES: json({ default: [DataSource.YAHOO] }),
+      DATA_SOURCES: json({
+        default: [DataSource.GHOSTFOLIO, DataSource.YAHOO]
+      }),
       ENABLE_FEATURE_BLOG: bool({ default: false }),
       ENABLE_FEATURE_CUSTOM_SYMBOLS: bool({ default: false }),
       ENABLE_FEATURE_FEAR_AND_GREED_INDEX: bool({ default: false }),
@@ -33,8 +35,8 @@ export class ConfigurationService {
       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: host({ default: 'localhost' }),

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

@@ -17,7 +17,7 @@ import { SymbolProfileModule } from './symbol-profile.module';
   imports: [
     BullModule.registerQueue({
       limiter: {
-        duration: ms('5 seconds'),
+        duration: ms('4 seconds'),
         max: 1
       },
       name: DATA_GATHERING_QUEUE

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

@@ -168,6 +168,7 @@ export class DataProviderService {
     const response: {
       [symbol: string]: IDataProviderResponse;
     } = {};
+    const startTimeTotal = performance.now();
 
     const itemsGroupedByDataSource = groupBy(items, (item) => item.dataSource);
 
@@ -176,25 +177,59 @@ export class DataProviderService {
     for (const [dataSource, dataGatheringItems] of Object.entries(
       itemsGroupedByDataSource
     )) {
+      const dataProvider = this.getDataProvider(DataSource[dataSource]);
+
       const symbols = dataGatheringItems.map((dataGatheringItem) => {
         return dataGatheringItem.symbol;
       });
 
-      const promise = Promise.resolve(
-        this.getDataProvider(DataSource[dataSource]).getQuotes(symbols)
-      );
+      const maximumNumberOfSymbolsPerRequest =
+        dataProvider.getMaxNumberOfSymbolsPerRequest?.() ??
+        Number.MAX_SAFE_INTEGER;
+      for (
+        let i = 0;
+        i < symbols.length;
+        i += maximumNumberOfSymbolsPerRequest
+      ) {
+        const startTimeDataSource = performance.now();
 
-      promises.push(
-        promise.then((result) => {
-          for (const [symbol, dataProviderResponse] of Object.entries(result)) {
-            response[symbol] = dataProviderResponse;
-          }
-        })
-      );
+        const symbolsChunk = symbols.slice(
+          i,
+          i + maximumNumberOfSymbolsPerRequest
+        );
+
+        const promise = Promise.resolve(dataProvider.getQuotes(symbolsChunk));
+
+        promises.push(
+          promise.then((result) => {
+            for (const [symbol, dataProviderResponse] of Object.entries(
+              result
+            )) {
+              response[symbol] = dataProviderResponse;
+            }
+
+            Logger.debug(
+              `Fetched ${symbolsChunk.length} quotes from ${dataSource} in ${(
+                (performance.now() - startTimeDataSource) /
+                1000
+              ).toFixed(3)} seconds`
+            );
+          })
+        );
+      }
     }
 
     await Promise.all(promises);
 
+    Logger.debug('------------------------------------------------');
+    Logger.debug(
+      `Fetched ${items.length} quotes in ${(
+        (performance.now() - startTimeTotal) /
+        1000
+      ).toFixed(3)} seconds`
+    );
+    Logger.debug('================================================');
+
     return response;
   }
 

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

@@ -81,6 +81,12 @@ export class EodHistoricalDataService implements DataProviderInterface {
     }
   }
 
+  public getMaxNumberOfSymbolsPerRequest() {
+    // It is not recommended using more than 15-20 tickers per request
+    // https://eodhistoricaldata.com/financial-apis/live-realtime-stocks-api
+    return 20;
+  }
+
   public getName(): DataSource {
     return DataSource.EOD_HISTORICAL_DATA;
   }

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

@@ -6,7 +6,11 @@ import {
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
-import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
+import {
+  DATE_FORMAT,
+  extractNumberFromString,
+  getYesterday
+} from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource, SymbolProfile } from '@prisma/client';
@@ -16,8 +20,6 @@ import { addDays, format, isBefore } from 'date-fns';
 
 @Injectable()
 export class GhostfolioScraperApiService implements DataProviderInterface {
-  private static NUMERIC_REGEXP = /[-]{0,1}[\d]*[.,]{0,1}[\d]+/g;
-
   public constructor(
     private readonly prismaService: PrismaService,
     private readonly symbolProfileService: SymbolProfileService
@@ -77,7 +79,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
       const html = await get();
       const $ = cheerio.load(html);
 
-      const value = this.extractNumberFromString($(selector).text());
+      const value = extractNumberFromString($(selector).text());
 
       return {
         [symbol]: {
@@ -175,15 +177,4 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
 
     return { items };
   }
-
-  private extractNumberFromString(aString: string): number {
-    try {
-      const [numberString] = aString.match(
-        GhostfolioScraperApiService.NUMERIC_REGEXP
-      );
-      return parseFloat(numberString.trim());
-    } catch {
-      return undefined;
-    }
-  }
 }

apps/api/src/services/data-provider/interfaces/data-provider.interface.ts

@@ -20,6 +20,8 @@ export interface DataProviderInterface {
     [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
   }>; // TODO: Return only one symbol
 
+  getMaxNumberOfSymbolsPerRequest?(): number;
+
   getName(): DataSource;
 
   getQuotes(

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

@@ -208,6 +208,10 @@ export class YahooFinanceService implements DataProviderInterface {
     }
   }
 
+  public getMaxNumberOfSymbolsPerRequest() {
+    return 50;
+  }
+
   public getName(): DataSource {
     return DataSource.YAHOO;
   }
@@ -266,6 +270,16 @@ export class YahooFinanceService implements DataProviderInterface {
         }
       }
 
+      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

@@ -22,9 +22,7 @@ export class ExchangeRateDataService {
     private readonly dataProviderService: DataProviderService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService
-  ) {
-    this.initialize();
-  }
+  ) {}
 
   public getCurrencies() {
     return this.currencies?.length > 0 ? this.currencies : [this.baseCurrency];
@@ -122,15 +120,6 @@ 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) {
@@ -177,21 +166,6 @@ export class ExchangeRateDataService {
       currencies.push(account.currency);
     });
 
-    (
-      await this.prismaService.settings.findMany({
-        distinct: ['currency'],
-        orderBy: [{ currency: 'asc' }],
-        select: { currency: true },
-        where: {
-          currency: {
-            not: null
-          }
-        }
-      })
-    ).forEach((userSettings) => {
-      currencies.push(userSettings.currency);
-    });
-
     (
       await this.prismaService.symbolProfile.findMany({
         distinct: ['currency'],

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

@@ -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/prisma.service.ts

@@ -1,15 +1,25 @@
-import { Injectable, OnModuleDestroy, OnModuleInit } from '@nestjs/common';
+import {
+  Injectable,
+  Logger,
+  OnModuleDestroy,
+  OnModuleInit
+} from '@nestjs/common';
 import { PrismaClient } from '@prisma/client';
 
 @Injectable()
 export class PrismaService
   extends PrismaClient
-  implements OnModuleInit, OnModuleDestroy {
-  async onModuleInit() {
-    await this.$connect();
+  implements OnModuleInit, OnModuleDestroy
+{
+  public async onModuleInit() {
+    try {
+      await this.$connect();
+    } catch (error) {
+      Logger.error(error, 'PrismaService');
+    }
   }
 
-  async onModuleDestroy() {
+  public async onModuleDestroy() {
     await this.$disconnect();
   }
 }

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

@@ -115,9 +115,16 @@ export class SymbolProfileService {
         }
 
         item.name = item.SymbolProfileOverrides?.name ?? item.name;
-        item.sectors =
-          (item.SymbolProfileOverrides.sectors as unknown as Sector[]) ??
-          item.sectors;
+
+        if (
+          (item.SymbolProfileOverrides.sectors as unknown as Sector[])?.length >
+          0
+        ) {
+          item.sectors = item.SymbolProfileOverrides
+            .sectors as unknown as Sector[];
+        }
+
+        item.url = item.SymbolProfileOverrides?.url ?? item.url;
 
         delete item.SymbolProfileOverrides;
       }

apps/api/src/services/twitter-bot/twitter-bot.module.ts

@@ -1,13 +1,12 @@
 import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module';
 import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
-import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { TwitterBotService } from '@ghostfolio/api/services/twitter-bot/twitter-bot.service';
 import { Module } from '@nestjs/common';
 
 @Module({
   exports: [TwitterBotService],
-  imports: [BenchmarkModule, ConfigurationModule, PropertyModule, SymbolModule],
+  imports: [BenchmarkModule, ConfigurationModule, SymbolModule],
   providers: [TwitterBotService]
 })
 export class TwitterBotModule {}

apps/api/src/services/twitter-bot/twitter-bot.service.ts

@@ -1,9 +1,7 @@
 import { BenchmarkService } from '@ghostfolio/api/app/benchmark/benchmark.service';
 import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import {
-  PROPERTY_BENCHMARKS,
   ghostfolioFearAndGreedIndexDataSource,
   ghostfolioFearAndGreedIndexSymbol
 } from '@ghostfolio/common/config';
@@ -11,7 +9,6 @@ import {
   resolveFearAndGreedIndex,
   resolveMarketCondition
 } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import { Injectable, Logger } from '@nestjs/common';
 import { isWeekend } from 'date-fns';
 import { TwitterApi, TwitterApiReadWrite } from 'twitter-api-v2';
@@ -23,7 +20,6 @@ export class TwitterBotService {
   public constructor(
     private readonly benchmarkService: BenchmarkService,
     private readonly configurationService: ConfigurationService,
-    private readonly propertyService: PropertyService,
     private readonly symbolService: SymbolService
   ) {
     this.twitterClient = new TwitterApi({
@@ -82,14 +78,9 @@ export class TwitterBotService {
   }
 
   private async getBenchmarkListing(aMax: number) {
-    const benchmarkAssets: UniqueAsset[] =
-      ((await this.propertyService.getByKey(
-        PROPERTY_BENCHMARKS
-      )) as UniqueAsset[]) ?? [];
-
-    const benchmarks = await this.benchmarkService.getBenchmarks(
-      benchmarkAssets
-    );
+    const benchmarks = await this.benchmarkService.getBenchmarks({
+      useCache: false
+    });
 
     const benchmarkListing: string[] = [];
 

apps/client/jest.config.ts

@@ -1,3 +1,4 @@
+/* eslint-disable */
 export default {
   displayName: 'client',
 

apps/client/proxy.conf.json

@@ -2,5 +2,13 @@
   "/api": {
     "target": "http://localhost:3333",
     "secure": false
+  },
+  "/assets": {
+    "target": "http://localhost:3333",
+    "secure": false
+  },
+  "/ionicons": {
+    "target": "http://localhost:3333",
+    "secure": false
   }
 }

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

@@ -1,5 +1,6 @@
 import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
+import { RouterModule, Routes, TitleStrategy } from '@angular/router';
+import { PageTitleStrategy } from '@ghostfolio/client/services/page-title.strategy';
 
 import { ModulePreloadService } from './core/module-preload.service';
 
@@ -53,37 +54,56 @@ const routes: Routes = [
       import('./pages/blog/blog-page.module').then((m) => m.BlogPageModule)
   },
   {
-    path: 'de/blog/2021/07/hallo-ghostfolio',
+    path: 'blog/2021/07/hallo-ghostfolio',
     loadChildren: () =>
       import(
         './pages/blog/2021/07/hallo-ghostfolio/hallo-ghostfolio-page.module'
       ).then((m) => m.HalloGhostfolioPageModule)
   },
+  {
+    path: 'blog/2021/07/hello-ghostfolio',
+    loadChildren: () =>
+      import(
+        './pages/blog/2021/07/hello-ghostfolio/hello-ghostfolio-page.module'
+      ).then((m) => m.HelloGhostfolioPageModule)
+  },
+  {
+    path: 'blog/2022/01/ghostfolio-first-months-in-open-source',
+    loadChildren: () =>
+      import(
+        './pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.module'
+      ).then((m) => m.FirstMonthsInOpenSourcePageModule)
+  },
+  {
+    path: '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: '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: 'blog/2022/08/500-stars-on-github',
+    loadChildren: () =>
+      import(
+        './pages/blog/2022/08/500-stars-on-github/500-stars-on-github-page.module'
+      ).then((m) => m.FiveHundredStarsOnGitHubPageModule)
+  },
   {
     path: 'demo',
     loadChildren: () =>
       import('./pages/demo/demo-page.module').then((m) => m.DemoPageModule)
   },
   {
-    path: 'en/blog/2021/07/hello-ghostfolio',
+    path: 'faq',
     loadChildren: () =>
-      import(
-        './pages/blog/2021/07/hello-ghostfolio/hello-ghostfolio-page.module'
-      ).then((m) => m.HelloGhostfolioPageModule)
-  },
-  {
-    path: 'en/blog/2022/01/ghostfolio-first-months-in-open-source',
-    loadChildren: () =>
-      import(
-        './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)
+      import('./pages/faq/faq-page.module').then((m) => m.FaqPageModule)
   },
   {
     path: 'features',
@@ -222,7 +242,10 @@ const routes: Routes = [
       }
     )
   ],
-  providers: [ModulePreloadService],
+  providers: [
+    ModulePreloadService,
+    { provide: TitleStrategy, useClass: PageTitleStrategy }
+  ],
   exports: [RouterModule]
 })
 export class AppRoutingModule {}

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

@@ -24,8 +24,8 @@
             class="cursor-pointer d-inline-block info-message px-3 py-2"
             (click)="onCreateAccount()"
           >
-            <span i18n>You are using the Live Demo.</span>
-            <span class="a ml-2" i18n>Create Account</span>
+            <span>You are using the Live Demo.</span>
+            <span class="a ml-2">Create Account</span>
           </div></a
         >
         <div

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

@@ -1,8 +1,15 @@
 <table class="gf-table w-100" mat-table [dataSource]="dataSource">
-  <ng-container matColumnDef="granteeAlias">
+  <ng-container matColumnDef="alias">
+    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Alias</th>
+    <td *matCellDef="let element" class="px-1" mat-cell>
+      {{ element.alias }}
+    </td>
+  </ng-container>
+
+  <ng-container matColumnDef="grantee">
     <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Grantee</th>
     <td *matCellDef="let element" class="px-1" mat-cell>
-      {{ element.granteeAlias }}
+      {{ element.grantee }}
     </td>
   </ng-container>
 
@@ -21,8 +28,10 @@
     <td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
       <ng-container *ngIf="element.type === 'PUBLIC'">
         <ion-icon class="mr-1" name="link-outline"></ion-icon>
-        <a href="{{ baseUrl }}/p/{{ element.id }}" target="_blank"
-          >{{ baseUrl }}/p/{{ element.id }}</a
+        <a
+          href="{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}"
+          target="_blank"
+          >{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}</a
         >
       </ng-container>
     </td>
@@ -41,8 +50,8 @@
         <ion-icon name="ellipsis-vertical"></ion-icon>
       </button>
       <mat-menu #transactionMenu="matMenu" xPosition="before">
-        <button i18n mat-menu-item (click)="onDeleteAccess(element.id)">
-          Revoke
+        <button mat-menu-item (click)="onDeleteAccess(element.id)">
+          <ng-container i18n>Revoke</ng-container>
         </button>
       </mat-menu>
     </td>

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

@@ -8,6 +8,7 @@ import {
   Output
 } from '@angular/core';
 import { MatTableDataSource } from '@angular/material/table';
+import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
 import { Access } from '@ghostfolio/common/interfaces';
 
 @Component({
@@ -24,6 +25,7 @@ export class AccessTableComponent implements OnChanges, OnInit {
 
   public baseUrl = window.location.origin;
   public dataSource: MatTableDataSource<Access>;
+  public defaultLanguageCode = DEFAULT_LANGUAGE_CODE;
   public displayedColumns = [];
 
   public constructor() {}
@@ -31,7 +33,7 @@ export class AccessTableComponent implements OnChanges, OnInit {
   public ngOnInit() {}
 
   public ngOnChanges() {
-    this.displayedColumns = ['granteeAlias', 'type', 'details'];
+    this.displayedColumns = ['alias', 'grantee', 'type', 'details'];
 
     if (this.showActions) {
       this.displayedColumns.push('actions');
@@ -44,7 +46,7 @@ export class AccessTableComponent implements OnChanges, OnInit {
 
   public onDeleteAccess(aId: string) {
     const confirmation = confirm(
-      'Do you really want to revoke this granted access?'
+      $localize`Do you really want to revoke this granted access?`
     );
 
     if (confirmation) {

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

@@ -21,18 +21,10 @@
 
     <div class="row">
       <div class="col-6 mb-3">
-        <gf-value
-          label="Account Type"
-          size="medium"
-          [value]="accountType"
-        ></gf-value>
+        <gf-value size="medium" [value]="accountType">Account Type</gf-value>
       </div>
       <div class="col-6 mb-3">
-        <gf-value
-          label="Platform"
-          size="medium"
-          [value]="platformName"
-        ></gf-value>
+        <gf-value size="medium" [value]="platformName">Platform</gf-value>
       </div>
     </div>
 
@@ -50,7 +42,6 @@
           [hasPermissionToOpenDetails]="false"
           [locale]="user?.settings?.locale"
           [showActions]="false"
-          [showSymbolColumn]="false"
           (export)="onExport()"
         ></gf-activities-table>
       </div>

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

@@ -19,13 +19,8 @@
   </ng-container>
 
   <ng-container matColumnDef="currency">
-    <th
-      *matHeaderCellDef
-      class="d-none d-lg-table-cell px-1"
-      i18n
-      mat-header-cell
-    >
-      Currency
+    <th *matHeaderCellDef class="d-none d-lg-table-cell px-1" mat-header-cell>
+      <ng-container i18n>Currency</ng-container>
     </th>
     <td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
       {{ element.currency }}
@@ -36,13 +31,8 @@
   </ng-container>
 
   <ng-container matColumnDef="platform">
-    <th
-      *matHeaderCellDef
-      class="d-none d-lg-table-cell px-1"
-      i18n
-      mat-header-cell
-    >
-      Platform
+    <th *matHeaderCellDef class="d-none d-lg-table-cell px-1" mat-header-cell>
+      <ng-container i18n>Platform</ng-container>
     </th>
     <td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
       <div class="d-flex">
@@ -81,10 +71,9 @@
     <th
       *matHeaderCellDef
       class="d-none d-lg-table-cell px-1 text-right"
-      i18n
       mat-header-cell
     >
-      Cash Balance
+      <ng-container i18n>Cash Balance</ng-container>
     </th>
     <td
       *matCellDef="let element"
@@ -116,10 +105,9 @@
     <th
       *matHeaderCellDef
       class="d-none d-lg-table-cell px-1 text-right"
-      i18n
       mat-header-cell
     >
-      Value
+      <ng-container i18n>Value</ng-container>
     </th>
     <td
       *matCellDef="let element"
@@ -151,10 +139,9 @@
     <th
       *matHeaderCellDef
       class="d-lg-none d-xl-none px-1 text-right"
-      i18n
       mat-header-cell
     >
-      Value
+      <ng-container i18n>Value</ng-container>
     </th>
     <td
       *matCellDef="let element"

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

@@ -69,7 +69,9 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
   }
 
   public onDeleteAccount(aId: string) {
-    const confirmation = confirm('Do you really want to delete this account?');
+    const confirmation = confirm(
+      $localize`Do you really want to delete this account?`
+    );
 
     if (confirmation) {
       this.accountDeleted.emit(aId);

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

@@ -24,7 +24,7 @@
       <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 text-right">#</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>
@@ -105,19 +105,18 @@
                   <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 mat-menu-item (click)="onViewData(job.data)">
+                    <ng-container i18n>View Data</ng-container>
                   </button>
                   <button
-                    i18n
                     mat-menu-item
                     [disabled]="job.stacktrace?.length <= 0"
                     (click)="onViewStacktrace(job.stacktrace)"
                   >
-                    View Stacktrace
+                    <ng-container i18n>View Stacktrace</ng-container>
                   </button>
-                  <button i18n mat-menu-item (click)="onDeleteJob(job.id)">
-                    Delete Job
+                  <button mat-menu-item (click)="onDeleteJob(job.id)">
+                    <ng-container i18n>Delete Job</ng-container>
                   </button>
                 </mat-menu>
               </td>

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

@@ -14,8 +14,7 @@ import {
   getDateFormatString,
   getLocale
 } from '@ghostfolio/common/helper';
-import { User } from '@ghostfolio/common/interfaces';
-import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
+import { LineChartItem, User } from '@ghostfolio/common/interfaces';
 import { DataSource, MarketData } from '@prisma/client';
 import {
   addDays,

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

@@ -43,8 +43,8 @@
   </div>
   <div class="justify-content-end" mat-dialog-actions>
     <button i18n mat-button (click)="onCancel()">Cancel</button>
-    <button color="primary" i18n mat-flat-button (click)="onUpdate()">
-      Save
+    <button color="primary" mat-flat-button (click)="onUpdate()">
+      <ng-container i18n>Save</ng-container>
     </button>
   </div>
 </form>

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

@@ -3,17 +3,27 @@ import {
   ChangeDetectorRef,
   Component,
   OnDestroy,
-  OnInit
+  OnInit,
+  ViewChild
 } from '@angular/core';
+import { MatDialog } from '@angular/material/dialog';
+import { MatSort } from '@angular/material/sort';
+import { MatTableDataSource } from '@angular/material/table';
+import { ActivatedRoute, Router } from '@angular/router';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { getDateFormatString } from '@ghostfolio/common/helper';
-import { UniqueAsset, User } from '@ghostfolio/common/interfaces';
+import { DATE_FORMAT, getDateFormatString } from '@ghostfolio/common/helper';
+import { Filter, UniqueAsset, User } from '@ghostfolio/common/interfaces';
 import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
-import { DataSource, MarketData } from '@prisma/client';
+import { AssetSubClass, DataSource } from '@prisma/client';
+import { format, parseISO } from 'date-fns';
+import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
+import { distinctUntilChanged, switchMap, takeUntil } from 'rxjs/operators';
+
+import { AssetProfileDialog } from './asset-profile-dialog/asset-profile-dialog.component';
+import { AssetProfileDialogParams } from './asset-profile-dialog/interfaces/interfaces';
 
 @Component({
   changeDetection: ChangeDetectionStrategy.OnPush,
@@ -22,11 +32,46 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './admin-market-data.html'
 })
 export class AdminMarketDataComponent implements OnDestroy, OnInit {
+  @ViewChild(MatSort) sort: MatSort;
+
+  public activeFilters: Filter[] = [];
+  public allFilters: Filter[] = [
+    AssetSubClass.BOND,
+    AssetSubClass.COMMODITY,
+    AssetSubClass.CRYPTOCURRENCY,
+    AssetSubClass.ETF,
+    AssetSubClass.MUTUALFUND,
+    AssetSubClass.PRECIOUS_METAL,
+    AssetSubClass.PRIVATE_EQUITY,
+    AssetSubClass.STOCK
+  ].map((id) => {
+    return {
+      id,
+      label: id,
+      type: 'ASSET_SUB_CLASS'
+    };
+  });
   public currentDataSource: DataSource;
   public currentSymbol: string;
+  public dataSource: MatTableDataSource<AdminMarketDataItem> =
+    new MatTableDataSource();
   public defaultDateFormat: string;
-  public marketData: AdminMarketDataItem[] = [];
-  public marketDataDetails: MarketData[] = [];
+  public deviceType: string;
+  public displayedColumns = [
+    'symbol',
+    'dataSource',
+    'assetClass',
+    'assetSubClass',
+    'date',
+    'activityCount',
+    'marketDataItemCount',
+    'countriesCount',
+    'sectorsCount',
+    'actions'
+  ];
+  public filters$ = new Subject<Filter[]>();
+  public isLoading = false;
+  public placeholder = '';
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
@@ -35,8 +80,28 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
     private adminService: AdminService,
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
+    private deviceService: DeviceDetectorService,
+    private dialog: MatDialog,
+    private route: ActivatedRoute,
+    private router: Router,
     private userService: UserService
   ) {
+    this.route.queryParams
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((params) => {
+        if (
+          params['assetProfileDialog'] &&
+          params['dataSource'] &&
+          params['symbol']
+        ) {
+          this.openAssetProfileDialog({
+            dataSource: params['dataSource'],
+            dateOfFirstActivity: params['dateOfFirstActivity'],
+            symbol: params['symbol']
+          });
+        }
+      });
+
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((state) => {
@@ -51,7 +116,31 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
   }
 
   public ngOnInit() {
-    this.fetchAdminMarketData();
+    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+
+    this.filters$
+      .pipe(
+        distinctUntilChanged(),
+        switchMap((filters) => {
+          this.isLoading = true;
+          this.activeFilters = filters;
+          this.placeholder =
+            this.activeFilters.length <= 0 ? $localize`Filter by...` : '';
+
+          return this.dataService.fetchAdminMarketData({
+            filters: this.activeFilters
+          });
+        }),
+        takeUntil(this.unsubscribeSubject)
+      )
+      .subscribe(({ marketData }) => {
+        this.dataSource = new MatTableDataSource(marketData);
+        this.dataSource.sort = this.sort;
+
+        this.isLoading = false;
+
+        this.changeDetectorRef.markForCheck();
+      });
   }
 
   public onDeleteProfileData({ dataSource, symbol }: UniqueAsset) {
@@ -75,28 +164,23 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
       .subscribe(() => {});
   }
 
-  public onMarketDataChanged(withRefresh: boolean = false) {
-    if (withRefresh) {
-      this.fetchAdminMarketData();
-      this.fetchAdminMarketDataBySymbol({
-        dataSource: this.currentDataSource,
-        symbol: this.currentSymbol
-      });
-    }
-  }
+  public onOpenAssetProfileDialog({
+    dataSource,
+    dateOfFirstActivity,
+    symbol
+  }: UniqueAsset & { dateOfFirstActivity: string }) {
+    try {
+      dateOfFirstActivity = format(parseISO(dateOfFirstActivity), DATE_FORMAT);
+    } catch {}
 
-  public setCurrentProfile({ dataSource, symbol }: UniqueAsset) {
-    this.marketDataDetails = [];
-
-    if (this.currentSymbol === symbol) {
-      this.currentDataSource = undefined;
-      this.currentSymbol = '';
-    } else {
-      this.currentDataSource = dataSource;
-      this.currentSymbol = symbol;
-
-      this.fetchAdminMarketDataBySymbol({ dataSource, symbol });
-    }
+    this.router.navigate([], {
+      queryParams: {
+        dateOfFirstActivity,
+        dataSource,
+        symbol,
+        assetProfileDialog: true
+      }
+    });
   }
 
   public ngOnDestroy() {
@@ -104,25 +188,40 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
     this.unsubscribeSubject.complete();
   }
 
-  private fetchAdminMarketData() {
-    this.dataService
-      .fetchAdminMarketData()
+  private openAssetProfileDialog({
+    dataSource,
+    dateOfFirstActivity,
+    symbol
+  }: {
+    dataSource: DataSource;
+    dateOfFirstActivity: string;
+    symbol: string;
+  }) {
+    this.userService
+      .get()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ marketData }) => {
-        this.marketData = marketData;
+      .subscribe((user) => {
+        this.user = user;
 
-        this.changeDetectorRef.markForCheck();
-      });
-  }
+        const dialogRef = this.dialog.open(AssetProfileDialog, {
+          autoFocus: false,
+          data: <AssetProfileDialogParams>{
+            dataSource,
+            dateOfFirstActivity,
+            symbol,
+            deviceType: this.deviceType,
+            locale: this.user?.settings?.locale
+          },
+          height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+          width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+        });
 
-  private fetchAdminMarketDataBySymbol({ dataSource, symbol }: UniqueAsset) {
-    this.adminService
-      .fetchAdminMarketDataBySymbol({ dataSource, symbol })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ marketData }) => {
-        this.marketDataDetails = marketData;
-
-        this.changeDetectorRef.markForCheck();
+        dialogRef
+          .afterClosed()
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe(() => {
+            this.router.navigate(['.'], { relativeTo: this.route });
+          });
       });
   }
 }

apps/client/src/app/components/admin-market-data/admin-market-data.html

@@ -1,79 +1,147 @@
 <div class="container">
   <div class="row">
     <div class="col">
-      <table class="gf-table w-100">
-        <thead>
-          <tr class="mat-header-row">
-            <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" i18n>First Activity</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Activity Count</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Historical Data</th>
-            <th class="mat-header-cell px-1 py-2"></th>
-          </tr>
-        </thead>
-        <tbody>
-          <ng-container *ngFor="let item of marketData; let i = index">
-            <tr
-              class="cursor-pointer mat-row"
-              (click)="setCurrentProfile({ dataSource: item.dataSource, symbol: item.symbol })"
+      <gf-activities-filter
+        [allFilters]="allFilters"
+        [isLoading]="isLoading"
+        [placeholder]="placeholder"
+        (valueChanged)="filters$.next($event)"
+      ></gf-activities-filter>
+    </div>
+  </div>
+  <div class="row">
+    <div class="col">
+      <table
+        class="gf-table w-100"
+        matSort
+        matSortActive="symbol"
+        matSortDirection="asc"
+        mat-table
+        [dataSource]="dataSource"
+      >
+        <ng-container matColumnDef="symbol">
+          <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
+            <ng-container i18n>Symbol</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1" mat-cell>
+            {{ element.symbol }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="dataSource">
+          <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
+            <ng-container i18n>Data Source</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1" mat-cell>
+            {{ element.dataSource }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="assetClass">
+          <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
+            <ng-container i18n>Asset Class</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1" mat-cell>
+            {{ element.assetClass }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="assetSubClass">
+          <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
+            <ng-container i18n>Asset Sub Class</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1" mat-cell>
+            {{ element.assetSubClass }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="date">
+          <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
+            <ng-container i18n>First Activity</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1" mat-cell>
+            {{ (element.date | date: defaultDateFormat) ?? '' }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="activityCount">
+          <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
+            <ng-container i18n>Activity Count</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 text-right" mat-cell>
+            {{ element.activityCount }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="marketDataItemCount">
+          <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
+            <ng-container i18n>Historical Data</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 text-right" mat-cell>
+            {{ element.marketDataItemCount }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="countriesCount">
+          <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
+            <ng-container i18n>Countries Count</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 text-right" mat-cell>
+            {{ element.countriesCount }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="sectorsCount">
+          <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
+            <ng-container i18n>Sectors Count</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 text-right" mat-cell>
+            {{ element.sectorsCount }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="actions">
+          <th *matHeaderCellDef class="px-1 text-center" mat-header-cell></th>
+          <td *matCellDef="let element" class="px-1 text-center" mat-cell>
+            <button
+              class="mx-1 no-min-width px-2"
+              mat-button
+              [matMenuTriggerFor]="accountMenu"
+              (click)="$event.stopPropagation()"
             >
-              <td class="mat-cell px-1 py-2">{{ item.symbol }}</td>
-              <td class="mat-cell px-1 py-2">{{ item.dataSource }}</td>
-              <td class="mat-cell px-1 py-2">
-                {{ (item.date | date: defaultDateFormat) ?? '' }}
-              </td>
-              <td class="mat-cell px-1 py-2">{{ item.activityCount }}</td>
-              <td class="mat-cell px-1 py-2">{{ item.marketDataItemCount }}</td>
-              <td class="mat-cell px-1 py-2">
-                <button
-                  class="mx-1 no-min-width px-2"
-                  mat-button
-                  [matMenuTriggerFor]="accountMenu"
-                  (click)="$event.stopPropagation()"
-                >
-                  <ion-icon name="ellipsis-vertical"></ion-icon>
-                </button>
-                <mat-menu #accountMenu="matMenu" xPosition="before">
-                  <button
-                    i18n
-                    mat-menu-item
-                    (click)="onGatherSymbol({dataSource: item.dataSource, symbol: item.symbol})"
-                  >
-                    Gather Data
-                  </button>
-                  <button
-                    i18n
-                    mat-menu-item
-                    (click)="onGatherProfileDataBySymbol({dataSource: item.dataSource, symbol: item.symbol})"
-                  >
-                    Gather Profile Data
-                  </button>
-                  <button
-                    i18n
-                    mat-menu-item
-                    [disabled]="item.activityCount !== 0"
-                    (click)="onDeleteProfileData({dataSource: item.dataSource, symbol: item.symbol})"
-                  >
-                    Delete Profile Data
-                  </button>
-                </mat-menu>
-              </td>
-            </tr>
-            <tr *ngIf="currentSymbol === item.symbol" class="mat-row">
-              <td class="p-1" colspan="6">
-                <gf-admin-market-data-detail
-                  [dataSource]="item.dataSource"
-                  [dateOfFirstActivity]="item.date"
-                  [locale]="user?.settings?.locale"
-                  [marketData]="marketDataDetails"
-                  [symbol]="item.symbol"
-                  (marketDataChanged)="onMarketDataChanged($event)"
-                ></gf-admin-market-data-detail>
-              </td>
-            </tr>
-          </ng-container>
-        </tbody>
+              <ion-icon name="ellipsis-vertical"></ion-icon>
+            </button>
+            <mat-menu #accountMenu="matMenu" xPosition="before">
+              <button
+                mat-menu-item
+                (click)="onGatherSymbol({dataSource: element.dataSource, symbol: element.symbol})"
+              >
+                <ng-container i18n>Gather Data</ng-container>
+              </button>
+              <button
+                mat-menu-item
+                (click)="onGatherProfileDataBySymbol({dataSource: element.dataSource, symbol: element.symbol})"
+              >
+                <ng-container i18n>Gather Profile Data</ng-container>
+              </button>
+              <button
+                mat-menu-item
+                [disabled]="element.activityCount !== 0"
+                (click)="onDeleteProfileData({dataSource: element.dataSource, symbol: element.symbol})"
+              >
+                <ng-container i18n>Delete</ng-container>
+              </button>
+            </mat-menu>
+          </td>
+        </ng-container>
+
+        <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
+        <tr
+          *matRowDef="let row; columns: displayedColumns"
+          class="cursor-pointer"
+          mat-row
+          (click)="onOpenAssetProfileDialog({ dateOfFirstActivity: row.date, dataSource: row.dataSource, symbol: row.symbol })"
+        ></tr>
       </table>
     </div>
   </div>

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

@@ -2,17 +2,23 @@ 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 { GfAdminMarketDataDetailModule } from '@ghostfolio/client/components/admin-market-data-detail/admin-market-data-detail.module';
+import { MatSortModule } from '@angular/material/sort';
+import { MatTableModule } from '@angular/material/table';
+import { GfActivitiesFilterModule } from '@ghostfolio/ui/activities-filter/activities-filter.module';
 
 import { AdminMarketDataComponent } from './admin-market-data.component';
+import { GfAssetProfileDialogModule } from './asset-profile-dialog/assset-profile-dialog.module';
 
 @NgModule({
   declarations: [AdminMarketDataComponent],
   imports: [
     CommonModule,
-    GfAdminMarketDataDetailModule,
+    GfActivitiesFilterModule,
+    GfAssetProfileDialogModule,
     MatButtonModule,
-    MatMenuModule
+    MatMenuModule,
+    MatSortModule,
+    MatTableModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.scss

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

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

@@ -0,0 +1,73 @@
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  Inject,
+  OnDestroy,
+  OnInit
+} from '@angular/core';
+import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { AdminService } from '@ghostfolio/client/services/admin.service';
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { MarketData } from '@prisma/client';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+import { AssetProfileDialogParams } from './interfaces/interfaces';
+
+@Component({
+  host: { class: 'd-flex flex-column h-100' },
+  selector: 'gf-asset-profile-dialog',
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  templateUrl: 'asset-profile-dialog.html',
+  styleUrls: ['./asset-profile-dialog.component.scss']
+})
+export class AssetProfileDialog implements OnDestroy, OnInit {
+  public marketDataDetails: MarketData[] = [];
+
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    private adminService: AdminService,
+    private changeDetectorRef: ChangeDetectorRef,
+    public dialogRef: MatDialogRef<AssetProfileDialog>,
+    @Inject(MAT_DIALOG_DATA) public data: AssetProfileDialogParams
+  ) {}
+
+  public ngOnInit(): void {
+    this.initialize();
+  }
+
+  public onClose(): void {
+    this.dialogRef.close();
+  }
+
+  public onMarketDataChanged(withRefresh: boolean = false) {
+    if (withRefresh) {
+      this.initialize();
+    }
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private fetchAdminMarketDataBySymbol({ dataSource, symbol }: UniqueAsset) {
+    this.adminService
+      .fetchAdminMarketDataBySymbol({ dataSource, symbol })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ marketData }) => {
+        this.marketDataDetails = marketData;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
+  private initialize() {
+    this.fetchAdminMarketDataBySymbol({
+      dataSource: this.data.dataSource,
+      symbol: this.data.symbol
+    });
+  }
+}

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html

@@ -0,0 +1,24 @@
+<gf-dialog-header
+  mat-dialog-title
+  position="center"
+  [deviceType]="data.deviceType"
+  [title]="data.symbol"
+  (closeButtonClicked)="onClose()"
+></gf-dialog-header>
+
+<div class="flex-grow-1" mat-dialog-content>
+  <gf-admin-market-data-detail
+    [dataSource]="data.dataSource"
+    [dateOfFirstActivity]="data.dateOfFirstActivity"
+    [locale]="data.locale"
+    [marketData]="marketDataDetails"
+    [symbol]="data.symbol"
+    (marketDataChanged)="onMarketDataChanged($event)"
+  ></gf-admin-market-data-detail>
+</div>
+
+<gf-dialog-footer
+  mat-dialog-actions
+  [deviceType]="data.deviceType"
+  (closeButtonClicked)="onClose()"
+></gf-dialog-footer>

apps/client/src/app/components/admin-market-data/asset-profile-dialog/assset-profile-dialog.module.ts

@@ -0,0 +1,23 @@
+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 { GfAdminMarketDataDetailModule } from '@ghostfolio/client/components/admin-market-data-detail/admin-market-data-detail.module';
+import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
+import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
+
+import { AssetProfileDialog } from './asset-profile-dialog.component';
+
+@NgModule({
+  declarations: [AssetProfileDialog],
+  imports: [
+    CommonModule,
+    GfAdminMarketDataDetailModule,
+    GfDialogFooterModule,
+    GfDialogHeaderModule,
+    MatButtonModule,
+    MatDialogModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfAssetProfileDialogModule {}

apps/client/src/app/components/admin-market-data/asset-profile-dialog/interfaces/interfaces.ts

@@ -0,0 +1,9 @@
+import { DataSource } from '@prisma/client';
+
+export interface AssetProfileDialogParams {
+  dateOfFirstActivity: string;
+  dataSource: DataSource;
+  deviceType: string;
+  locale: string;
+  symbol: string;
+}

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

@@ -103,7 +103,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   }
 
   public onAddCurrency() {
-    const currency = prompt('Please add a currency:');
+    const currency = prompt($localize`Please add a currency:`);
 
     if (currency) {
       const currencies = uniq([...this.customCurrencies, currency]);
@@ -116,7 +116,9 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   }
 
   public onDeleteCoupon(aCouponCode: string) {
-    const confirmation = confirm('Do you really want to delete this coupon?');
+    const confirmation = confirm(
+      $localize`Do you really want to delete this coupon?`
+    );
 
     if (confirmation === true) {
       const coupons = this.coupons.filter((coupon) => {
@@ -127,7 +129,9 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   }
 
   public onDeleteCurrency(aCurrency: string) {
-    const confirmation = confirm('Do you really want to delete this currency?');
+    const confirmation = confirm(
+      $localize`Do you really want to delete this currency?`
+    );
 
     if (confirmation === true) {
       const currencies = this.customCurrencies.filter((currency) => {
@@ -142,7 +146,9 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   }
 
   public onFlushCache() {
-    const confirmation = confirm('Do you really want to flush the cache?');
+    const confirmation = confirm(
+      $localize`Do you really want to flush the cache?`
+    );
 
     if (confirmation === true) {
       this.cacheService
@@ -190,7 +196,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   }
 
   public onSetSystemMessage() {
-    const systemMessage = prompt('Please set your system message:');
+    const systemMessage = prompt($localize`Please set your system message:`);
 
     if (systemMessage) {
       this.putSystemMessage(systemMessage);

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

@@ -8,7 +8,7 @@
             <div class="w-50">{{ userCount }}</div>
           </div>
           <div class="d-flex my-3">
-            <div class="w-50" i18n>Transaction Count</div>
+            <div class="w-50" i18n>Activity Count</div>
             <div class="w-50">
               <ng-container *ngIf="transactionCount">
                 {{ transactionCount }} ({{ transactionCount / userCount | number
@@ -17,7 +17,7 @@
             </div>
           </div>
           <div class="d-flex my-3">
-            <div class="w-50" i18n>Data Gathering</div>
+            <div class="w-50" i18n>Data Management</div>
             <div class="w-50">
               <div class="overflow-hidden">
                 <div class="mb-2">

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

@@ -14,8 +14,8 @@ import { AdminOverviewComponent } from './admin-overview.component';
   declarations: [AdminOverviewComponent],
   exports: [],
   imports: [
-    FormsModule,
     CommonModule,
+    FormsModule,
     GfValueModule,
     MatButtonModule,
     MatCardModule,