Release 1.203.0 (#1338)

* Refactor animation configuration

* Update changelog

.github/ISSUE_TEMPLATE/bug_report.md

@@ -0,0 +1,37 @@
+---
+name: Bug report
+about: Create a report to help us improve
+title: "[BUG]"
+labels: ''
+assignees: ''
+
+---
+
+The Issue tracker is **ONLY** used for reporting bugs. New features should be discussed on our [Slack channel](https://ghostfolio.slack.com) or in [Discussions](https://github.com/ghostfolio/ghostfolio/discussions).
+
+**Describe the bug**
+<!-- A clear and concise description of what the bug is. -->
+
+**To Reproduce**
+Steps to reproduce the behavior:
+1.
+2.
+3.
+4.
+
+**Expected behavior**
+<!-- A clear and concise description of what you expected to happen. -->
+
+**Screenshots**
+<!-- If applicable, add screenshots to help explain your problem. -->
+
+**Logs**
+<!-- If applicable, add logs to help explain your problem. -->
+
+**Environment (please complete the following information):**
+ - Ghostfolio Version [e.g. 1.194.0]
+ - Browser [e.g. chrome]
+ - OS
+
+**Additional context**
+<!-- Add any other context about the problem here. -->

.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

.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

@@ -5,7 +5,348 @@ 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).
 
-## 1.176.1 - 30.07.2022
+## 1.203.0 - 08.10.2022
+
+### Added
+
+- Supported a progressive line animation in the line chart component
+
+### Changed
+
+- Moved the benchmark comparator from experimental to general availability
+- Improved the user interface of the benchmark comparator
+
+### Fixed
+
+- Fixed an issue in the performance and chart calculation of today
+- Fixed the alignment of the value component in the admin control panel
+
+## 1.202.0 - 07.10.2022
+
+### Added
+
+- Added support for a translated 4% rule in the _FIRE_ section
+
+### Changed
+
+- Improved the caching of the benchmarks in the markets overview (only cache if fetching was successful)
+- Improved the wording in the twitter bot service
+
+### Fixed
+
+- Fixed the support for cryptocurrencies having a symbol with less than 3 characters (e.g. `SC-USD`)
+- Fixed the text truncation in the value component
+
+## 1.201.0 - 01.10.2022
+
+### Added
+
+- Added a blog post: _Hacktoberfest 2022_
+
+### Changed
+
+- Improved the usage of the value component in the admin control panel
+- Improved the language localization for Español (`es`)
+
+### Fixed
+
+- Fixed the usage of the value component on the allocations page
+
+## 1.200.0 - 01.10.2022
+
+### Added
+
+- Added a mini statistics section to the landing page including pulls on _Docker Hub_
+- Added an _As seen in_ section to the landing page
+- Added support for an icon in the value component
+
+### Changed
+
+- Upgraded `prisma` from version `4.1.1` to `4.4.0`
+
+## 1.199.1 - 27.09.2022
+
+### Added
+
+- Set up the language localization for Español (`es`)
+- Added support for sectors in mutual funds
+
+## 1.198.0 - 25.09.2022
+
+### Added
+
+- Added support to exclude an account from analysis
+- Set up the language localization for Nederlands (`nl`)
+
+## 1.197.0 - 24.09.2022
+
+### Added
+
+- Added the value of the active filter in percentage on the allocations page
+- Extended the feature overview page by multi-language support (English, German, Italian)
+
+### Changed
+
+- Combined the performance and chart calculation
+- Improved the style of various selectors (density)
+
+## 1.196.0 - 22.09.2022
+
+### Added
+
+- Set up the language localization for Italiano (`it`)
+- Extended the landing page
+
+## 1.195.0 - 20.09.2022
+
+### Changed
+
+- Improved the algorithm of the performance chart calculation
+
+### Fixed
+
+- Improved the chart tooltip of the benchmark comparator
+
+## 1.194.0 - 17.09.2022
+
+### Added
+
+- Added `NODE_ENV: production` to the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`)
+- Visualized the percentage of the active filter on the allocations page
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Respected the end date in the performance chart calculation
+
+### Todo
+
+- Set `NODE_ENV: production` as in [docker-compose.yml](https://github.com/ghostfolio/ghostfolio/blob/main/docker/docker-compose.yml)
+
+## 1.193.0 - 14.09.2022
+
+### Changed
+
+- Sorted the benchmarks by name
+- Extended the pricing page
+
+### Fixed
+
+- Fixed the calculations of the exchange rate service by changing `USD` to the base currency
+- Fixed the missing assets during the local development
+
+## 1.192.0 - 11.09.2022
+
+### Changed
+
+- Simplified the configuration of the benchmarks: `symbolProfileId` instead of `dataSource` and `symbol`
+- Upgraded `yahoo-finance2` from version `2.3.3` to `2.3.6`
+
+### Fixed
+
+- Improved the loading indicator of the benchmark comparator
+- Improved the error handling in the benchmark calculation
+
+## 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 the 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
 
@@ -16,6 +357,11 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - 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
 

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/faq"><strong>FAQ</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 +79,8 @@ 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                                                                                                                         |
@@ -94,9 +94,9 @@ The frontend is built with [Angular](https://angular.io) and uses [Angular Mater
 | `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`        | `localhost`   | The host where _Redis_ is running                                                                                                   |
+| `REDIS_HOST`        |               | The host where _Redis_ is running                                                                                                   |
 | `REDIS_PASSWORD`    |               | The password of _Redis_                                                                                                             |
-| `REDIS_PORT`        | `6379`        | The port where _Redis_ is running                                                                                                   |
+| `REDIS_PORT`        |               | The port where _Redis_ is running                                                                                                   |
 
 ### Run with Docker Compose
 
@@ -114,14 +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:
@@ -131,14 +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:
@@ -150,8 +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)
 
@@ -162,13 +146,14 @@ 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)
 
 ### Setup
 
 1. Run `yarn install`
+1. Run `yarn build:dev` to build the source code including the assets
 1. Run `docker-compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
 1. Run `yarn database:setup` to initialize the database schema and populate your database with (example) data
 1. Start the server and the client (see [_Development_](#Development))
@@ -275,7 +260,7 @@ 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 +128,26 @@
             "namedChunks": true
           },
           "configurations": {
+            "development-de": {
+              "baseHref": "/de/",
+              "localize": ["de"]
+            },
+            "development-en": {
+              "baseHref": "/en/",
+              "localize": ["en"]
+            },
+            "development-es": {
+              "baseHref": "/es/",
+              "localize": ["es"]
+            },
+            "development-it": {
+              "baseHref": "/it/",
+              "localize": ["it"]
+            },
+            "development-nl": {
+              "baseHref": "/nl/",
+              "localize": ["nl"]
+            },
             "production": {
               "fileReplacements": [
                 {
@@ -162,15 +186,38 @@
             "proxyConfig": "apps/client/proxy.conf.json"
           },
           "configurations": {
+            "development-de": {
+              "browserTarget": "client:build:development-de"
+            },
+            "development-en": {
+              "browserTarget": "client:build:development-en"
+            },
+            "development-es": {
+              "browserTarget": "client:build:development-es"
+            },
+            "development-it": {
+              "browserTarget": "client:build:development-it"
+            },
+            "development-nl": {
+              "browserTarget": "client:build:development-nl"
+            },
             "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",
+              "messages.es.xlf",
+              "messages.it.xlf",
+              "messages.nl.xlf"
+            ]
           }
         },
         "lint": {
@@ -188,6 +235,27 @@
           "outputs": ["coverage/apps/client"]
         }
       },
+      "i18n": {
+        "locales": {
+          "de": {
+            "baseHref": "/de/",
+            "translation": "apps/client/src/locales/messages.de.xlf"
+          },
+          "es": {
+            "baseHref": "/es/",
+            "translation": "apps/client/src/locales/messages.es.xlf"
+          },
+          "it": {
+            "baseHref": "/it/",
+            "translation": "apps/client/src/locales/messages.it.xlf"
+          },
+          "nl": {
+            "baseHref": "/nl/",
+            "translation": "apps/client/src/locales/messages.nl.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/account/account.controller.ts

@@ -95,9 +95,10 @@ export class AccountController {
       );
 
     let accountsWithAggregations =
-      await this.portfolioService.getAccountsWithAggregations(
-        impersonationUserId || this.request.user.id
-      );
+      await this.portfolioService.getAccountsWithAggregations({
+        userId: impersonationUserId || this.request.user.id,
+        withExcludedAccounts: true
+      });
 
     if (
       impersonationUserId ||
@@ -137,10 +138,11 @@ export class AccountController {
       );
 
     let accountsWithAggregations =
-      await this.portfolioService.getAccountsWithAggregations(
-        impersonationUserId || this.request.user.id,
-        [{ id, type: 'ACCOUNT' }]
-      );
+      await this.portfolioService.getAccountsWithAggregations({
+        filters: [{ id, type: 'ACCOUNT' }],
+        userId: impersonationUserId || this.request.user.id,
+        withExcludedAccounts: true
+      });
 
     if (
       impersonationUserId ||

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

@@ -107,15 +107,23 @@ export class AccountService {
   public async getCashDetails({
     currency,
     filters = [],
-    userId
+    userId,
+    withExcludedAccounts = false
   }: {
     currency: string;
     filters?: Filter[];
     userId: string;
+    withExcludedAccounts?: boolean;
   }): Promise<CashDetails> {
     let totalCashBalanceInBaseCurrency = new Big(0);
 
-    const where: Prisma.AccountWhereInput = { userId };
+    const where: Prisma.AccountWhereInput = {
+      userId
+    };
+
+    if (withExcludedAccounts === false) {
+      where.isExcluded = false;
+    }
 
     const {
       ACCOUNT: filtersByAccount,

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

@@ -1,5 +1,11 @@
 import { AccountType } from '@prisma/client';
-import { IsNumber, IsString, ValidateIf } from 'class-validator';
+import {
+  IsBoolean,
+  IsNumber,
+  IsOptional,
+  IsString,
+  ValidateIf
+} from 'class-validator';
 
 export class CreateAccountDto {
   @IsString()
@@ -11,6 +17,10 @@ export class CreateAccountDto {
   @IsString()
   currency: string;
 
+  @IsBoolean()
+  @IsOptional()
+  isExcluded?: boolean;
+
   @IsString()
   name: string;
 

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

@@ -1,5 +1,11 @@
 import { AccountType } from '@prisma/client';
-import { IsNumber, IsString, ValidateIf } from 'class-validator';
+import {
+  IsBoolean,
+  IsNumber,
+  IsOptional,
+  IsString,
+  ValidateIf
+} from 'class-validator';
 
 export class UpdateAccountDto {
   @IsString()
@@ -14,6 +20,10 @@ export class UpdateAccountDto {
   @IsString()
   id: string;
 
+  @IsBoolean()
+  @IsOptional()
+  isExcluded?: boolean;
+
   @IsString()
   name: 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

@@ -11,11 +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 {
@@ -63,14 +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 =
@@ -84,17 +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' }],
@@ -102,10 +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 (
@@ -113,10 +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

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 +1,6 @@
 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,
@@ -62,9 +63,17 @@ 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`
+      );
     }
   }
 

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 +1,24 @@
 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 {
+  MAX_CHART_ITEMS,
+  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 { SymbolProfile } from '@prisma/client';
 import Big from 'big.js';
+import { format } from 'date-fns';
+import ms from 'ms';
 
 @Injectable()
 export class BenchmarkService {
@@ -13,72 +27,184 @@ 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) {
+    if (baseValue && currentValue) {
+      return new Big(currentValue).div(baseValue).minus(1).toNumber();
+    }
+
+    return 0;
+  }
+
+  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 benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
 
     const promises: Promise<number>[] = [];
 
-    const [quotes, assetProfiles] = await Promise.all([
-      this.dataProviderService.getQuotes(benchmarkAssets),
-      this.symbolProfileService.getSymbolProfiles(benchmarkAssets)
-    ]);
+    const quotes = await this.dataProviderService.getQuotes(
+      benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
+        return { dataSource, symbol };
+      })
+    );
 
-    for (const benchmarkAsset of benchmarkAssets) {
-      promises.push(this.marketDataService.getMax(benchmarkAsset));
+    for (const { dataSource, symbol } of benchmarkAssetProfiles) {
+      promises.push(this.marketDataService.getMax({ dataSource, symbol }));
     }
 
     const allTimeHighs = await Promise.all(promises);
+    let storeInCache = true;
 
     benchmarks = allTimeHighs.map((allTimeHigh, index) => {
-      const { marketPrice } = quotes[benchmarkAssets[index].symbol];
+      const { marketPrice } =
+        quotes[benchmarkAssetProfiles[index].symbol] ?? {};
 
-      const performancePercentFromAllTimeHigh = new Big(marketPrice)
-        .div(allTimeHigh)
-        .minus(1);
+      let performancePercentFromAllTimeHigh = 0;
+
+      if (allTimeHigh && marketPrice) {
+        performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
+          allTimeHigh,
+          marketPrice
+        );
+      } else {
+        storeInCache = false;
+      }
 
       return {
         marketCondition: this.getMarketCondition(
           performancePercentFromAllTimeHigh
         ),
-        name: assetProfiles.find(({ dataSource, symbol }) => {
-          return (
-            dataSource === benchmarkAssets[index].dataSource &&
-            symbol === benchmarkAssets[index].symbol
-          );
-        })?.name,
+        name: benchmarkAssetProfiles[index].name,
         performances: {
           allTimeHigh: {
-            performancePercent: performancePercentFromAllTimeHigh.toNumber()
+            performancePercent: performancePercentFromAllTimeHigh
           }
         }
       };
     });
 
-    await this.redisCacheService.set(
-      this.CACHE_KEY_BENCHMARKS,
-      JSON.stringify(benchmarks)
-    );
+    if (storeInCache) {
+      await this.redisCacheService.set(
+        this.CACHE_KEY_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<Partial<SymbolProfile>[]> {
+    const symbolProfileIds: string[] = (
+      ((await this.propertyService.getByKey(PROPERTY_BENCHMARKS)) as {
+        symbolProfileId: string;
+      }[]) ?? []
+    ).map(({ symbolProfileId }) => {
+      return symbolProfileId;
+    });
+
+    const assetProfiles =
+      await this.symbolProfileService.getSymbolProfilesByIds(symbolProfileIds);
+
+    return assetProfiles
+      .map(({ dataSource, id, name, symbol }) => {
+        return {
+          dataSource,
+          id,
+          name,
+          symbol
+        };
+      })
+      .sort((a, b) => a.name.localeCompare(b.name));
+  }
+
+  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
+          }
+        }
+      })
+    ]);
+
+    const step = Math.round(
+      marketDataItems.length / Math.min(marketDataItems.length, MAX_CHART_ITEMS)
+    );
+
+    const marketPriceAtStartDate = marketDataItems?.[0]?.marketPrice ?? 0;
+    const response = {
+      marketData: [
+        ...marketDataItems
+          .filter((marketDataItem, index) => {
+            return index % step === 0;
+          })
+          .map((marketDataItem) => {
+            return {
+              date: format(marketDataItem.date, DATE_FORMAT),
+              value:
+                marketPriceAtStartDate === 0
+                  ? 0
+                  : this.calculateChangeInPercentage(
+                      marketPriceAtStartDate,
+                      marketDataItem.marketPrice
+                    ) * 100
+            };
+          })
+      ]
+    };
+
+    if (currentSymbolItem?.marketPrice) {
+      response.marketData.push({
+        date: format(new Date(), DATE_FORMAT),
+        value:
+          this.calculateChangeInPercentage(
+            marketPriceAtStartDate,
+            currentSymbolItem.marketPrice
+          ) * 100
+      });
+    }
+
+    return response;
+  }
+
+  private getMarketCondition(aPerformanceInPercent: number) {
+    return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
   }
 }

apps/api/src/app/frontend.middleware.ts

@@ -0,0 +1,146 @@
+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 { ConfigService } from '@nestjs/config';
+import { NextFunction, Request, Response } from 'express';
+
+@Injectable()
+export class FrontendMiddleware implements NestMiddleware {
+  public indexHtmlDe = '';
+  public indexHtmlEn = '';
+  public indexHtmlEs = '';
+  public indexHtmlIt = '';
+  public indexHtmlNl = '';
+  public isProduction: boolean;
+
+  public constructor(
+    private readonly configService: ConfigService,
+    private readonly configurationService: ConfigurationService
+  ) {
+    const NODE_ENV =
+      this.configService.get<'development' | 'production'>('NODE_ENV') ??
+      'development';
+
+    this.isProduction = NODE_ENV === 'production';
+
+    try {
+      this.indexHtmlDe = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('de'),
+        'utf8'
+      );
+      this.indexHtmlEn = fs.readFileSync(
+        this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
+        'utf8'
+      );
+      this.indexHtmlEs = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('es'),
+        'utf8'
+      );
+      this.indexHtmlIt = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('it'),
+        'utf8'
+      );
+      this.indexHtmlNl = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('nl'),
+        'utf8'
+      );
+    } catch {}
+  }
+
+  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';
+    } else if (
+      req.path === '/en/blog/2022/10/hacktoberfest-2022' ||
+      req.path === '/en/blog/2022/10/hacktoberfest-2022/'
+    ) {
+      featureGraphicPath = 'assets/images/blog/hacktoberfest-2022.png';
+    }
+
+    if (
+      req.path.startsWith('/api/') ||
+      this.isFileRequest(req.url) ||
+      !this.isProduction
+    ) {
+      // 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 if (req.path === '/es' || req.path.startsWith('/es/')) {
+      res.send(
+        this.interpolate(this.indexHtmlEs, {
+          featureGraphicPath,
+          languageCode: 'es',
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    } else if (req.path === '/it' || req.path.startsWith('/it/')) {
+      res.send(
+        this.interpolate(this.indexHtmlIt, {
+          featureGraphicPath,
+          languageCode: 'it',
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    } else if (req.path === '/nl' || req.path.startsWith('/nl/')) {
+      res.send(
+        this.interpolate(this.indexHtmlNl, {
+          featureGraphicPath,
+          languageCode: 'nl',
+          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/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(),
@@ -140,10 +145,10 @@ export class InfoService {
     });
   }
 
-  private async countGitHubContributors(): Promise<number> {
+  private async countDockerHubPulls(): Promise<number> {
     try {
       const get = bent(
-        `https://api.github.com/repos/ghostfolio/ghostfolio/contributors`,
+        `https://hub.docker.com/v2/repositories/ghostfolio/ghostfolio`,
         'GET',
         'json',
         200,
@@ -152,8 +157,33 @@ export class InfoService {
         }
       );
 
-      const contributors = await get();
-      return contributors?.length;
+      const { pull_count } = await get();
+      return pull_count;
+    } catch (error) {
+      Logger.error(error, 'InfoService');
+
+      return undefined;
+    }
+  }
+
+  private async countGitHubContributors(): Promise<number> {
+    try {
+      const get = bent(
+        'https://github.com/ghostfolio/ghostfolio',
+        'GET',
+        'string',
+        200,
+        {}
+      );
+
+      const html = await get();
+      const $ = cheerio.load(html);
+
+      return extractNumberFromString(
+        $(
+          `a[href="/ghostfolio/ghostfolio/graphs/contributors"] .Counter`
+        ).text()
+      );
     } catch (error) {
       Logger.error(error, 'InfoService');
 
@@ -236,6 +266,8 @@ export class InfoService {
     const activeUsers1d = await this.countActiveUsers(1);
     const activeUsers30d = await this.countActiveUsers(30);
     const newUsers30d = await this.countNewUsers(30);
+
+    const dockerHubPulls = await this.countDockerHubPulls();
     const gitHubContributors = await this.countGitHubContributors();
     const gitHubStargazers = await this.countGitHubStargazers();
     const slackCommunityUsers = await this.countSlackCommunityUsers();
@@ -243,6 +275,7 @@ export class InfoService {
     statistics = {
       activeUsers1d,
       activeUsers30d,
+      dockerHubPulls,
       gitHubContributors,
       gitHubStargazers,
       newUsers30d,

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

@@ -3,8 +3,8 @@ import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
 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 { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
-import { Filter } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
@@ -36,6 +36,7 @@ import { UpdateOrderDto } from './update-order.dto';
 @Controller('order')
 export class OrderController {
   public constructor(
+    private readonly apiService: ApiService,
     private readonly impersonationService: ImpersonationService,
     private readonly orderService: OrderService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
@@ -73,43 +74,25 @@ export class OrderController {
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('tags') filterByTags?: string
   ): Promise<Activities> {
-    const accountIds = filterByAccounts?.split(',') ?? [];
-    const assetClasses = filterByAssetClasses?.split(',') ?? [];
-    const tagIds = filterByTags?.split(',') ?? [];
-
-    const filters: Filter[] = [
-      ...accountIds.map((accountId) => {
-        return <Filter>{
-          id: accountId,
-          type: 'ACCOUNT'
-        };
-      }),
-      ...assetClasses.map((assetClass) => {
-        return <Filter>{
-          id: assetClass,
-          type: 'ASSET_CLASS'
-        };
-      }),
-      ...tagIds.map((tagId) => {
-        return <Filter>{
-          id: tagId,
-          type: 'TAG'
-        };
-      })
-    ];
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByTags
+    });
 
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(
         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,
       userCurrency,
       includeDrafts: true,
-      userId: impersonationUserId || this.request.user.id
+      userId: impersonationUserId || this.request.user.id,
+      withExcludedAccounts: true
     });
 
     if (

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

@@ -2,6 +2,7 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CacheModule } from '@ghostfolio/api/app/cache/cache.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@@ -18,6 +19,7 @@ import { OrderService } from './order.service';
   controllers: [OrderController],
   exports: [OrderService],
   imports: [
+    ApiModule,
     CacheModule,
     ConfigurationModule,
     DataGatheringModule,

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

@@ -21,7 +21,7 @@ import {
 } from '@prisma/client';
 import Big from 'big.js';
 import { endOfToday, isAfter } from 'date-fns';
-import { groupBy, isString } from 'lodash';
+import { groupBy } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
 
 import { Activity } from './interfaces/activities.interface';
@@ -189,13 +189,15 @@ export class OrderService {
     includeDrafts = false,
     types,
     userCurrency,
-    userId
+    userId,
+    withExcludedAccounts = false
   }: {
     filters?: Filter[];
     includeDrafts?: boolean;
     types?: TypeOfOrder[];
     userCurrency: string;
     userId: string;
+    withExcludedAccounts?: boolean;
   }): Promise<Activity[]> {
     const where: Prisma.OrderWhereInput = { userId };
 
@@ -230,9 +232,10 @@ export class OrderService {
                 })
               },
               {
-                SymbolProfileOverrides: {
-                  is: null
-                }
+                OR: [
+                  { SymbolProfileOverrides: { is: null } },
+                  { SymbolProfileOverrides: { assetClass: null } }
+                ]
               }
             ]
           },
@@ -283,24 +286,28 @@ export class OrderService {
         },
         orderBy: { date: 'asc' }
       })
-    ).map((order) => {
-      const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
+    )
+      .filter((order) => {
+        return withExcludedAccounts || order.Account?.isExcluded === false;
+      })
+      .map((order) => {
+        const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
 
-      return {
-        ...order,
-        value,
-        feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
-          order.fee,
-          order.SymbolProfile.currency,
-          userCurrency
-        ),
-        valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
+        return {
+          ...order,
           value,
-          order.SymbolProfile.currency,
-          userCurrency
-        )
-      };
-    });
+          feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
+            order.fee,
+            order.SymbolProfile.currency,
+            userCurrency
+          ),
+          valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
+            value,
+            order.SymbolProfile.currency,
+            userCurrency
+          )
+        };
+      });
   }
 
   public async updateOrder({

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

@@ -14,13 +14,14 @@ import {
   format,
   isAfter,
   isBefore,
+  isSameDay,
   isSameMonth,
   isSameYear,
   max,
   min,
   set
 } from 'date-fns';
-import { first, flatten, isNumber, sortBy } from 'lodash';
+import { first, flatten, isNumber, last, sortBy } from 'lodash';
 
 import { CurrentRateService } from './current-rate.service';
 import { CurrentPositions } from './interfaces/current-positions.interface';
@@ -167,13 +168,145 @@ export class PortfolioCalculator {
     this.transactionPoints = transactionPoints;
   }
 
-  public async getCurrentPositions(start: Date): Promise<CurrentPositions> {
-    if (!this.transactionPoints?.length) {
+  public async getChartData(start: Date, end = new Date(Date.now()), step = 1) {
+    const symbols: { [symbol: string]: boolean } = {};
+
+    const transactionPointsBeforeEndDate =
+      this.transactionPoints?.filter((transactionPoint) => {
+        return isBefore(parseDate(transactionPoint.date), end);
+      }) ?? [];
+
+    const firstIndex = transactionPointsBeforeEndDate.length;
+    const dates: Date[] = [];
+    const dataGatheringItems: IDataGatheringItem[] = [];
+    const currencies: { [symbol: string]: string } = {};
+
+    let day = start;
+
+    while (isBefore(day, end)) {
+      dates.push(resetHours(day));
+      day = addDays(day, step);
+    }
+
+    if (!isSameDay(last(dates), end)) {
+      dates.push(resetHours(end));
+    }
+
+    for (const item of transactionPointsBeforeEndDate[firstIndex - 1].items) {
+      dataGatheringItems.push({
+        dataSource: item.dataSource,
+        symbol: item.symbol
+      });
+      currencies[item.symbol] = item.currency;
+      symbols[item.symbol] = true;
+    }
+
+    const marketSymbols = await this.currentRateService.getValues({
+      currencies,
+      dataGatheringItems,
+      dateQuery: {
+        in: dates
+      },
+      userCurrency: this.currency
+    });
+
+    const marketSymbolMap: {
+      [date: string]: { [symbol: string]: Big };
+    } = {};
+
+    for (const marketSymbol of marketSymbols) {
+      const dateString = format(marketSymbol.date, DATE_FORMAT);
+      if (!marketSymbolMap[dateString]) {
+        marketSymbolMap[dateString] = {};
+      }
+      if (marketSymbol.marketPriceInBaseCurrency) {
+        marketSymbolMap[dateString][marketSymbol.symbol] = new Big(
+          marketSymbol.marketPriceInBaseCurrency
+        );
+      }
+    }
+
+    const netPerformanceValuesBySymbol: {
+      [symbol: string]: { [date: string]: Big };
+    } = {};
+
+    const investmentValuesBySymbol: {
+      [symbol: string]: { [date: string]: Big };
+    } = {};
+
+    const totalNetPerformanceValues: { [date: string]: Big } = {};
+    const totalInvestmentValues: { [date: string]: Big } = {};
+
+    for (const symbol of Object.keys(symbols)) {
+      const { netPerformanceValues, investmentValues } = this.getSymbolMetrics({
+        end,
+        marketSymbolMap,
+        start,
+        step,
+        symbol,
+        isChartMode: true
+      });
+
+      netPerformanceValuesBySymbol[symbol] = netPerformanceValues;
+      investmentValuesBySymbol[symbol] = investmentValues;
+    }
+
+    for (const currentDate of dates) {
+      const dateString = format(currentDate, DATE_FORMAT);
+
+      for (const symbol of Object.keys(netPerformanceValuesBySymbol)) {
+        totalNetPerformanceValues[dateString] =
+          totalNetPerformanceValues[dateString] ?? new Big(0);
+
+        if (netPerformanceValuesBySymbol[symbol]?.[dateString]) {
+          totalNetPerformanceValues[dateString] = totalNetPerformanceValues[
+            dateString
+          ].add(netPerformanceValuesBySymbol[symbol][dateString]);
+        }
+
+        totalInvestmentValues[dateString] =
+          totalInvestmentValues[dateString] ?? new Big(0);
+
+        if (investmentValuesBySymbol[symbol]?.[dateString]) {
+          totalInvestmentValues[dateString] = totalInvestmentValues[
+            dateString
+          ].add(investmentValuesBySymbol[symbol][dateString]);
+        }
+      }
+    }
+
+    return Object.keys(totalNetPerformanceValues).map((date) => {
+      const netPerformanceInPercentage = totalInvestmentValues[date].eq(0)
+        ? 0
+        : totalNetPerformanceValues[date]
+            .div(totalInvestmentValues[date])
+            .mul(100)
+            .toNumber();
+
+      return {
+        date,
+        netPerformanceInPercentage,
+        netPerformance: totalNetPerformanceValues[date].toNumber(),
+        value: netPerformanceInPercentage
+      };
+    });
+  }
+
+  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 +315,38 @@ 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 +373,7 @@ export class PortfolioCalculator {
       }
     }
 
-    const todayString = format(today, DATE_FORMAT);
+    const endDateString = format(end, DATE_FORMAT);
 
     if (firstIndex > 0) {
       firstIndex--;
@@ -254,7 +386,7 @@ 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 +396,7 @@ export class PortfolioCalculator {
         netPerformance,
         netPerformancePercentage
       } = this.getSymbolMetrics({
+        end,
         marketSymbolMap,
         start,
         symbol: item.symbol
@@ -432,30 +565,36 @@ 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
@@ -694,14 +833,20 @@ export class PortfolioCalculator {
   }
 
   private getSymbolMetrics({
+    end,
+    isChartMode = false,
     marketSymbolMap,
     start,
+    step = 1,
     symbol
   }: {
+    end: Date;
+    isChartMode?: boolean;
     marketSymbolMap: {
       [date: string]: { [symbol: string]: Big };
     };
     start: Date;
+    step?: number;
     symbol: string;
   }) {
     let orders: PortfolioOrderItem[] = this.orders.filter((order) => {
@@ -720,13 +865,12 @@ 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 ||
@@ -751,10 +895,12 @@ export class PortfolioCalculator {
     let grossPerformanceFromSells = new Big(0);
     let initialValue: Big;
     let investmentAtStartDate: Big;
+    const investmentValues: { [date: string]: Big } = {};
     let lastAveragePrice = new Big(0);
     let lastTransactionInvestment = new Big(0);
     let lastValueOfInvestmentBeforeTransaction = new Big(0);
     let maxTotalInvestment = new Big(0);
+    const netPerformanceValues: { [date: string]: Big } = {};
     let timeWeightedGrossPerformancePercentage = new Big(1);
     let timeWeightedNetPerformancePercentage = new Big(1);
     let totalInvestment = new Big(0);
@@ -779,7 +925,7 @@ 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',
@@ -789,6 +935,41 @@ export class PortfolioCalculator {
       unitPrice: unitPriceAtEndDate
     });
 
+    let day = start;
+    let lastUnitPrice: Big;
+
+    if (isChartMode) {
+      const datesWithOrders = {};
+
+      for (const order of orders) {
+        datesWithOrders[order.date] = true;
+      }
+
+      while (isBefore(day, end)) {
+        const hasDate = datesWithOrders[format(day, DATE_FORMAT)];
+
+        if (!hasDate) {
+          orders.push({
+            symbol,
+            currency: null,
+            date: format(day, DATE_FORMAT),
+            dataSource: null,
+            fee: new Big(0),
+            name: '',
+            quantity: new Big(0),
+            type: TypeOfOrder.BUY,
+            unitPrice:
+              marketSymbolMap[format(day, DATE_FORMAT)]?.[symbol] ??
+              lastUnitPrice
+          });
+        }
+
+        lastUnitPrice = last(orders).unitPrice;
+
+        day = addDays(day, step);
+      }
+    }
+
     // Sort orders so that the start and end placeholder order are at the right
     // position
     orders = sortBy(orders, (order) => {
@@ -951,6 +1132,18 @@ export class PortfolioCalculator {
         feesAtStartDate = fees;
         grossPerformanceAtStartDate = grossPerformance;
       }
+
+      if (isChartMode && i > indexOfStartOrder) {
+        netPerformanceValues[order.date] = grossPerformance
+          .minus(grossPerformanceAtStartDate)
+          .minus(fees.minus(feesAtStartDate));
+
+        investmentValues[order.date] = totalInvestment;
+      }
+
+      if (i === indexOfEndOrder) {
+        break;
+      }
     }
 
     timeWeightedGrossPerformancePercentage =
@@ -1036,7 +1229,9 @@ export class PortfolioCalculator {
     return {
       initialValue,
       grossPerformancePercentage,
+      investmentValues,
       netPerformancePercentage,
+      netPerformanceValues,
       hasErrors: totalUnits.gt(0) && (!initialValue || !unitPriceAtEndDate),
       netPerformance: totalNetPerformance,
       grossPerformance: totalGrossPerformance

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

@@ -7,18 +7,16 @@ import {
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
 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 { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { parseDate } from '@ghostfolio/common/helper';
 import {
-  Filter,
-  PortfolioChart,
   PortfolioDetails,
   PortfolioInvestments,
   PortfolioPerformanceResponse,
   PortfolioPublicDetails,
-  PortfolioReport,
-  PortfolioSummary
+  PortfolioReport
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type {
@@ -35,11 +33,11 @@ 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';
@@ -52,6 +50,7 @@ export class PortfolioController {
 
   public constructor(
     private readonly accessService: AccessService,
+    private readonly apiService: ApiService,
     private readonly configurationService: ConfigurationService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly portfolioService: PortfolioService,
@@ -61,55 +60,6 @@ export class PortfolioController {
     this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
   }
 
-  @Get('chart')
-  @UseGuards(AuthGuard('jwt'))
-  public async getChart(
-    @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
-  ): Promise<PortfolioChart> {
-    const historicalDataContainer = await this.portfolioService.getChart(
-      impersonationId,
-      range
-    );
-
-    let chartData = historicalDataContainer.items;
-
-    let hasError = false;
-
-    chartData.forEach((chartDataItem) => {
-      if (hasNotDefinedValuesInObject(chartDataItem)) {
-        hasError = true;
-      }
-    });
-
-    if (
-      impersonationId ||
-      this.userService.isRestrictedView(this.request.user)
-    ) {
-      let maxValue = 0;
-
-      chartData.forEach((portfolioItem) => {
-        if (portfolioItem.value > maxValue) {
-          maxValue = portfolioItem.value;
-        }
-      });
-
-      chartData = chartData.map((historicalDataItem) => {
-        return {
-          ...historicalDataItem,
-          marketPrice: Number((historicalDataItem.value / maxValue).toFixed(2))
-        };
-      });
-    }
-
-    return {
-      hasError,
-      chart: chartData,
-      isAllTimeHigh: historicalDataContainer.isAllTimeHigh,
-      isAllTimeLow: historicalDataContainer.isAllTimeLow
-    };
-  }
-
   @Get('details')
   @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(RedactValuesInResponseInterceptor)
@@ -123,43 +73,33 @@ export class PortfolioController {
   ): Promise<PortfolioDetails & { hasError: boolean }> {
     let hasError = false;
 
-    const accountIds = filterByAccounts?.split(',') ?? [];
-    const assetClasses = filterByAssetClasses?.split(',') ?? [];
-    const tagIds = filterByTags?.split(',') ?? [];
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByTags
+    });
 
-    const filters: Filter[] = [
-      ...accountIds.map((accountId) => {
-        return <Filter>{
-          id: accountId,
-          type: 'ACCOUNT'
-        };
-      }),
-      ...assetClasses.map((assetClass) => {
-        return <Filter>{
-          id: assetClass,
-          type: 'ASSET_CLASS'
-        };
-      }),
-      ...tagIds.map((tagId) => {
-        return <Filter>{
-          id: tagId,
-          type: 'TAG'
-        };
-      })
-    ];
-
-    const { accounts, holdings, hasErrors } =
-      await this.portfolioService.getDetails(
-        impersonationId,
-        this.request.user.id,
-        range,
-        filters
-      );
+    const {
+      accounts,
+      filteredValueInBaseCurrency,
+      filteredValueInPercentage,
+      hasErrors,
+      holdings,
+      summary,
+      totalValueInBaseCurrency
+    } = await this.portfolioService.getDetails({
+      filters,
+      impersonationId,
+      dateRange: range,
+      userId: this.request.user.id
+    });
 
     if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
       hasError = true;
     }
 
+    let portfolioSummary = summary;
+
     if (
       impersonationId ||
       this.userService.isRestrictedView(this.request.user)
@@ -175,7 +115,7 @@ 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);
@@ -193,6 +133,22 @@ export class PortfolioController {
         accounts[name].current = current / totalValue;
         accounts[name].original = original / totalInvestment;
       }
+
+      portfolioSummary = nullifyValuesInObject(summary, [
+        'cash',
+        'committedFunds',
+        'currentGrossPerformance',
+        'currentNetPerformance',
+        'currentValue',
+        'dividend',
+        'emergencyFund',
+        'excludedAccountsAndActivities',
+        'fees',
+        'items',
+        'netWorth',
+        'totalBuy',
+        'totalSell'
+      ]);
     }
 
     let hasDetails = true;
@@ -214,8 +170,12 @@ export class PortfolioController {
 
     return {
       accounts,
+      filteredValueInBaseCurrency,
+      filteredValueInPercentage,
       hasError,
-      holdings
+      holdings,
+      totalValueInBaseCurrency,
+      summary: hasDetails ? portfolioSummary : undefined
     };
   }
 
@@ -267,23 +227,26 @@ export class PortfolioController {
   @Get('performance')
   @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
-  public async getPerformance(
+  @Version('2')
+  public async getPerformanceV2(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
+    @Query('range') dateRange
   ): Promise<PortfolioPerformanceResponse> {
-    const performanceInformation = await this.portfolioService.getPerformance(
-      impersonationId,
-      range
+    const performanceInformation = await this.portfolioService.getPerformanceV2(
+      {
+        dateRange,
+        impersonationId
+      }
     );
 
     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(
         performanceInformation.performance,
-        ['currentGrossPerformance', 'currentValue']
+        ['currentGrossPerformance', 'currentNetPerformance', 'currentValue']
       );
     }
 
@@ -340,15 +303,16 @@ export class PortfolioController {
       hasDetails = user.subscription.type === 'Premium';
     }
 
-    const { holdings } = await this.portfolioService.getDetails(
-      access.userId,
-      access.userId,
-      'max',
-      [{ id: 'EQUITY', type: 'ASSET_CLASS' }]
-    );
+    const { holdings } = await this.portfolioService.getDetails({
+      dateRange: 'max',
+      filters: [{ id: 'EQUITY', type: 'ASSET_CLASS' }],
+      impersonationId: access.userId,
+      userId: access.userId
+    });
 
     const portfolioPublicDetails: PortfolioPublicDetails = {
       hasDetails,
+      alias: access.alias,
       holdings: {}
     };
 
@@ -357,7 +321,8 @@ 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);
@@ -380,46 +345,6 @@ export class PortfolioController {
     return portfolioPublicDetails;
   }
 
-  @Get('summary')
-  @UseGuards(AuthGuard('jwt'))
-  public async getSummary(
-    @Headers('impersonation-id') impersonationId
-  ): Promise<PortfolioSummary> {
-    if (
-      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
-      this.request.user.subscription.type === 'Basic'
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    let summary = await this.portfolioService.getSummary(impersonationId);
-
-    if (
-      impersonationId ||
-      this.userService.isRestrictedView(this.request.user)
-    ) {
-      summary = nullifyValuesInObject(summary, [
-        'cash',
-        'committedFunds',
-        'currentGrossPerformance',
-        'currentNetPerformance',
-        'currentValue',
-        'dividend',
-        'emergencyFund',
-        'fees',
-        'items',
-        'netWorth',
-        'totalBuy',
-        'totalSell'
-      ]);
-    }
-
-    return summary;
-  }
-
   @Get('position/:dataSource/:symbol')
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)

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

@@ -2,6 +2,7 @@ import { AccessModule } from '@ghostfolio/api/app/access/access.module';
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@@ -22,6 +23,7 @@ import { RulesService } from './rules.service';
   exports: [PortfolioService],
   imports: [
     AccessModule,
+    ApiModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,

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';
@@ -22,6 +21,7 @@ import { ImpersonationService } from '@ghostfolio/api/services/impersonation.ser
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
   ASSET_SUB_CLASS_EMERGENCY_FUND,
+  MAX_CHART_ITEMS,
   UNKNOWN_KEY
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
@@ -35,7 +35,8 @@ import {
   PortfolioReport,
   PortfolioSummary,
   Position,
-  TimelinePosition
+  TimelinePosition,
+  UserSettings
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type {
@@ -49,8 +50,11 @@ import type {
 import { Inject, Injectable } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import {
+  Account,
   AssetClass,
   DataSource,
+  Order,
+  Platform,
   Prisma,
   Tag,
   Type as TypeOfOrder
@@ -103,14 +107,19 @@ export class PortfolioService {
     this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
   }
 
-  public async getAccounts(
-    aUserId: string,
-    aFilters?: Filter[]
-  ): Promise<AccountWithValue[]> {
-    const where: Prisma.AccountWhereInput = { userId: aUserId };
+  public async getAccounts({
+    filters,
+    userId,
+    withExcludedAccounts = false
+  }: {
+    filters?: Filter[];
+    userId: string;
+    withExcludedAccounts?: boolean;
+  }): Promise<AccountWithValue[]> {
+    const where: Prisma.AccountWhereInput = { userId: userId };
 
-    if (aFilters?.[0].id && aFilters?.[0].type === 'ACCOUNT') {
-      where.id = aFilters[0].id;
+    if (filters?.[0].id && filters?.[0].type === 'ACCOUNT') {
+      where.id = filters[0].id;
     }
 
     const [accounts, details] = await Promise.all([
@@ -119,10 +128,15 @@ export class PortfolioService {
         include: { Order: true, Platform: true },
         orderBy: { name: 'asc' }
       }),
-      this.getDetails(aUserId, aUserId, undefined, aFilters)
+      this.getDetails({
+        filters,
+        userId,
+        withExcludedAccounts,
+        impersonationId: userId
+      })
     ]);
 
-    const userCurrency = this.request.user.Settings.currency;
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
     return accounts.map((account) => {
       let transactionCount = 0;
@@ -157,11 +171,20 @@ export class PortfolioService {
     });
   }
 
-  public async getAccountsWithAggregations(
-    aUserId: string,
-    aFilters?: Filter[]
-  ): Promise<Accounts> {
-    const accounts = await this.getAccounts(aUserId, aFilters);
+  public async getAccountsWithAggregations({
+    filters,
+    userId,
+    withExcludedAccounts = false
+  }: {
+    filters?: Filter[];
+    userId: string;
+    withExcludedAccounts?: boolean;
+  }): Promise<Accounts> {
+    const accounts = await this.getAccounts({
+      filters,
+      userId,
+      withExcludedAccounts
+    });
     let totalBalanceInBaseCurrency = new Big(0);
     let totalValueInBaseCurrency = new Big(0);
     let transactionCount = 0;
@@ -197,7 +220,7 @@ 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 +300,7 @@ 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 +350,10 @@ 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;
@@ -354,27 +377,87 @@ export class PortfolioService {
     };
   }
 
-  public async getDetails(
-    aImpersonationId: string,
-    aUserId: string,
-    aDateRange: DateRange = 'max',
-    aFilters?: Filter[]
-  ): Promise<PortfolioDetails & { hasErrors: boolean }> {
-    const userId = await this.getUserId(aImpersonationId, aUserId);
+  public async getChartV2({
+    dateRange = 'max',
+    impersonationId
+  }: {
+    dateRange?: DateRange;
+    impersonationId: string;
+  }): Promise<HistoricalDataContainer> {
+    const userId = await this.getUserId(impersonationId, 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(dateRange, portfolioStart);
+
+    const daysInMarket = differenceInDays(new Date(), startDate);
+    const step = Math.round(
+      daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
+    );
+
+    const items = await portfolioCalculator.getChartData(
+      startDate,
+      endDate,
+      step
+    );
+
+    return {
+      items,
+      isAllTimeHigh: false,
+      isAllTimeLow: false
+    };
+  }
+
+  public async getDetails({
+    impersonationId,
+    userId,
+    dateRange = 'max',
+    filters,
+    withExcludedAccounts = false
+  }: {
+    impersonationId: string;
+    userId: string;
+    dateRange?: DateRange;
+    filters?: Filter[];
+    withExcludedAccounts?: boolean;
+  }): Promise<PortfolioDetails & { hasErrors: boolean }> {
+    // TODO:
+    userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
 
     const emergencyFund = new Big(
       (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 } =
       await this.getTransactionPoints({
+        filters,
         userId,
-        filters: aFilters
+        withExcludedAccounts
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -388,24 +471,33 @@ export class PortfolioService {
     const portfolioStart = parseDate(
       transactionPoints[0]?.date ?? format(new Date(), DATE_FORMAT)
     );
-    const startDate = this.getStartDate(aDateRange, portfolioStart);
+    const startDate = this.getStartDate(dateRange, portfolioStart);
     const currentPositions = await portfolioCalculator.getCurrentPositions(
       startDate
     );
 
     const cashDetails = await this.accountService.getCashDetails({
+      filters,
       userId,
-      currency: userCurrency,
-      filters: aFilters
+      currency: userCurrency
     });
 
     const holdings: PortfolioDetails['holdings'] = {};
-    const totalInvestment = currentPositions.totalInvestment.plus(
-      cashDetails.balanceInBaseCurrency
-    );
-    const totalValue = currentPositions.currentValue.plus(
+    const totalInvestmentInBaseCurrency = currentPositions.totalInvestment.plus(
       cashDetails.balanceInBaseCurrency
     );
+    let filteredValueInBaseCurrency = currentPositions.currentValue;
+
+    if (
+      filters?.length === 0 ||
+      (filters?.length === 1 &&
+        filters[0].type === 'ASSET_CLASS' &&
+        filters[0].id === 'CASH')
+    ) {
+      filteredValueInBaseCurrency = filteredValueInBaseCurrency.plus(
+        cashDetails.balanceInBaseCurrency
+      );
+    }
 
     const dataGatheringItems = currentPositions.positions.map((position) => {
       return {
@@ -466,8 +558,12 @@ export class PortfolioService {
 
       holdings[item.symbol] = {
         markets,
-        allocationCurrent: value.div(totalValue).toNumber(),
-        allocationInvestment: item.investment.div(totalInvestment).toNumber(),
+        allocationCurrent: filteredValueInBaseCurrency.eq(0)
+          ? 0
+          : value.div(filteredValueInBaseCurrency).toNumber(),
+        allocationInvestment: item.investment
+          .div(totalInvestmentInBaseCurrency)
+          .toNumber(),
         assetClass: symbolProfile.assetClass,
         assetSubClass: symbolProfile.assetSubClass,
         countries: symbolProfile.countries,
@@ -478,7 +574,7 @@ 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,
@@ -492,17 +588,17 @@ export class PortfolioService {
     }
 
     if (
-      aFilters?.length === 0 ||
-      (aFilters?.length === 1 &&
-        aFilters[0].type === 'ASSET_CLASS' &&
-        aFilters[0].id === 'CASH')
+      filters?.length === 0 ||
+      (filters?.length === 1 &&
+        filters[0].type === 'ASSET_CLASS' &&
+        filters[0].id === 'CASH')
     ) {
       const cashPositions = await this.getCashPositions({
         cashDetails,
         emergencyFund,
         userCurrency,
-        investment: totalInvestment,
-        value: totalValue
+        investment: totalInvestmentInBaseCurrency,
+        value: filteredValueInBaseCurrency
       });
 
       for (const symbol of Object.keys(cashPositions)) {
@@ -511,14 +607,27 @@ export class PortfolioService {
     }
 
     const accounts = await this.getValueOfAccounts({
+      filters,
       orders,
       portfolioItemsNow,
       userCurrency,
       userId,
-      filters: aFilters
+      withExcludedAccounts
     });
 
-    return { accounts, holdings, hasErrors: currentPositions.hasErrors };
+    const summary = await this.getSummary({ impersonationId });
+
+    return {
+      accounts,
+      holdings,
+      summary,
+      filteredValueInBaseCurrency: filteredValueInBaseCurrency.toNumber(),
+      filteredValueInPercentage: summary.netWorth
+        ? filteredValueInBaseCurrency.div(summary.netWorth).toNumber()
+        : 0,
+      hasErrors: currentPositions.hasErrors,
+      totalValueInBaseCurrency: summary.netWorth
+    };
   }
 
   public async getPosition(
@@ -526,11 +635,15 @@ 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 = (
-      await this.orderService.getOrders({ userCurrency, userId })
+      await this.orderService.getOrders({
+        userCurrency,
+        userId,
+        withExcludedAccounts: true
+      })
     ).filter(({ SymbolProfile }) => {
       return (
         SymbolProfile.dataSource === aDataSource &&
@@ -779,7 +892,7 @@ 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
     });
@@ -843,11 +956,14 @@ export class PortfolioService {
     };
   }
 
-  public async getPerformance(
-    aImpersonationId: string,
-    aDateRange: DateRange = 'max'
-  ): Promise<PortfolioPerformanceResponse> {
-    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
+  public async getPerformanceV2({
+    dateRange = 'max',
+    impersonationId
+  }: {
+    dateRange?: DateRange;
+    impersonationId: string;
+  }): Promise<PortfolioPerformanceResponse> {
+    const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
@@ -855,13 +971,14 @@ 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
     });
 
     if (transactionPoints?.length <= 0) {
       return {
+        chart: [],
         hasErrors: false,
         performance: {
           currentGrossPerformance: 0,
@@ -876,7 +993,7 @@ export class PortfolioService {
     portfolioCalculator.setTransactionPoints(transactionPoints);
 
     const portfolioStart = parseDate(transactionPoints[0].date);
-    const startDate = this.getStartDate(aDateRange, portfolioStart);
+    const startDate = this.getStartDate(dateRange, portfolioStart);
     const currentPositions = await portfolioCalculator.getCurrentPositions(
       startDate
     );
@@ -884,23 +1001,47 @@ export class PortfolioService {
     const hasErrors = currentPositions.hasErrors;
     const currentValue = currentPositions.currentValue.toNumber();
     const currentGrossPerformance = currentPositions.grossPerformance;
-    let currentGrossPerformancePercent =
+    const currentGrossPerformancePercent =
       currentPositions.grossPerformancePercentage;
-    const currentNetPerformance = currentPositions.netPerformance;
+    let currentNetPerformance = currentPositions.netPerformance;
     let currentNetPerformancePercent =
       currentPositions.netPerformancePercentage;
 
-    if (currentGrossPerformance.mul(currentGrossPerformancePercent).lt(0)) {
-      // If algebraic sign is different, harmonize it
-      currentGrossPerformancePercent = currentGrossPerformancePercent.mul(-1);
-    }
+    // if (currentGrossPerformance.mul(currentGrossPerformancePercent).lt(0)) {
+    //   // If algebraic sign is different, harmonize it
+    //   currentGrossPerformancePercent = currentGrossPerformancePercent.mul(-1);
+    // }
 
-    if (currentNetPerformance.mul(currentNetPerformancePercent).lt(0)) {
-      // If algebraic sign is different, harmonize it
-      currentNetPerformancePercent = currentNetPerformancePercent.mul(-1);
+    // if (currentNetPerformance.mul(currentNetPerformancePercent).lt(0)) {
+    //   // If algebraic sign is different, harmonize it
+    //   currentNetPerformancePercent = currentNetPerformancePercent.mul(-1);
+    // }
+
+    const historicalDataContainer = await this.getChartV2({
+      dateRange,
+      impersonationId
+    });
+
+    const itemOfToday = historicalDataContainer.items.find((item) => {
+      return item.date === format(new Date(), DATE_FORMAT);
+    });
+
+    if (itemOfToday) {
+      currentNetPerformance = new Big(itemOfToday.netPerformance);
+      currentNetPerformancePercent = new Big(
+        itemOfToday.netPerformanceInPercentage
+      ).div(100);
     }
 
     return {
+      chart: historicalDataContainer.items.map(
+        ({ date, netPerformanceInPercentage }) => {
+          return {
+            date,
+            value: netPerformanceInPercentage
+          };
+        }
+      ),
       errors: currentPositions.errors,
       hasErrors: currentPositions.hasErrors || hasErrors,
       performance: {
@@ -915,7 +1056,7 @@ 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 +1110,7 @@ export class PortfolioService {
               accounts
             )
           ],
-          { baseCurrency: currency }
+          <UserSettings>this.request.user.Settings.settings
         ),
         currencyClusterRisk: await this.rulesService.evaluate(
           [
@@ -990,7 +1131,7 @@ export class PortfolioService {
               currentPositions
             )
           ],
-          { baseCurrency: currency }
+          <UserSettings>this.request.user.Settings.settings
         ),
         fees: await this.rulesService.evaluate(
           [
@@ -1000,80 +1141,12 @@ 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 userId = await this.getUserId(aImpersonationId, this.request.user.id);
-    const user = await this.userService.user({ id: userId });
-
-    const performanceInformation = await this.getPerformance(aImpersonationId);
-
-    const { balanceInBaseCurrency } = await this.accountService.getCashDetails({
-      userId,
-      currency: userCurrency
-    });
-    const orders = await this.orderService.getOrders({
-      userCurrency,
-      userId
-    });
-    const dividend = this.getDividend(orders).toNumber();
-    const emergencyFund = new Big(
-      (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
-    );
-    const fees = this.getFees(orders).toNumber();
-    const firstOrderDate = orders[0]?.date;
-    const items = this.getItems(orders).toNumber();
-
-    const totalBuy = this.getTotalByType(orders, userCurrency, 'BUY');
-    const totalSell = this.getTotalByType(orders, userCurrency, 'SELL');
-
-    const cash = new Big(balanceInBaseCurrency).minus(emergencyFund).toNumber();
-    const committedFunds = new Big(totalBuy).minus(totalSell);
-
-    const netWorth = new Big(balanceInBaseCurrency)
-      .plus(performanceInformation.performance.currentValue)
-      .plus(items)
-      .toNumber();
-
-    const daysInMarket = differenceInDays(new Date(), firstOrderDate);
-
-    const annualizedPerformancePercent = new PortfolioCalculator({
-      currency: userCurrency,
-      currentRateService: this.currentRateService,
-      orders: []
-    })
-      .getAnnualizedPerformancePercent({
-        daysInMarket,
-        netPerformancePercent: new Big(
-          performanceInformation.performance.currentNetPerformancePercent
-        )
-      })
-      ?.toNumber();
-
-    return {
-      ...performanceInformation.performance,
-      annualizedPerformancePercent,
-      cash,
-      dividend,
-      fees,
-      firstOrderDate,
-      items,
-      netWorth,
-      totalBuy,
-      totalSell,
-      committedFunds: committedFunds.toNumber(),
-      emergencyFund: emergencyFund.toNumber(),
-      ordersCount: orders.filter((order) => {
-        return order.type === 'BUY' || order.type === 'SELL';
-      }).length
-    };
-  }
-
   private async getCashPositions({
     cashDetails,
     emergencyFund,
@@ -1181,7 +1254,7 @@ 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 +1273,7 @@ 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 +1295,7 @@ 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(
@@ -1249,27 +1322,135 @@ export class PortfolioService {
     return portfolioStart;
   }
 
+  private async getSummary({
+    impersonationId
+  }: {
+    impersonationId: string;
+  }): Promise<PortfolioSummary> {
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
+    const userId = await this.getUserId(impersonationId, this.request.user.id);
+    const user = await this.userService.user({ id: userId });
+
+    const performanceInformation = await this.getPerformanceV2({
+      impersonationId
+    });
+
+    const { balanceInBaseCurrency } = await this.accountService.getCashDetails({
+      userId,
+      currency: userCurrency
+    });
+    const orders = await this.orderService.getOrders({
+      userCurrency,
+      userId
+    });
+
+    const excludedActivities = (
+      await this.orderService.getOrders({
+        userCurrency,
+        userId,
+        withExcludedAccounts: true
+      })
+    ).filter(({ Account: account }) => {
+      return account?.isExcluded ?? false;
+    });
+
+    const dividend = this.getDividend(orders).toNumber();
+    const emergencyFund = new Big(
+      (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
+    );
+    const fees = this.getFees(orders).toNumber();
+    const firstOrderDate = orders[0]?.date;
+    const items = this.getItems(orders).toNumber();
+
+    const totalBuy = this.getTotalByType(orders, userCurrency, 'BUY');
+    const totalSell = this.getTotalByType(orders, userCurrency, 'SELL');
+
+    const cash = new Big(balanceInBaseCurrency).minus(emergencyFund).toNumber();
+    const committedFunds = new Big(totalBuy).minus(totalSell);
+    const totalOfExcludedActivities = new Big(
+      this.getTotalByType(excludedActivities, userCurrency, 'BUY')
+    ).minus(this.getTotalByType(excludedActivities, userCurrency, 'SELL'));
+
+    const cashDetailsWithExcludedAccounts =
+      await this.accountService.getCashDetails({
+        userId,
+        currency: userCurrency,
+        withExcludedAccounts: true
+      });
+
+    const excludedBalanceInBaseCurrency = new Big(
+      cashDetailsWithExcludedAccounts.balanceInBaseCurrency
+    ).minus(balanceInBaseCurrency);
+
+    const excludedAccountsAndActivities = excludedBalanceInBaseCurrency
+      .plus(totalOfExcludedActivities)
+      .toNumber();
+
+    const netWorth = new Big(balanceInBaseCurrency)
+      .plus(performanceInformation.performance.currentValue)
+      .plus(items)
+      .plus(excludedAccountsAndActivities)
+      .toNumber();
+
+    const daysInMarket = differenceInDays(new Date(), firstOrderDate);
+
+    const annualizedPerformancePercent = new PortfolioCalculator({
+      currency: userCurrency,
+      currentRateService: this.currentRateService,
+      orders: []
+    })
+      .getAnnualizedPerformancePercent({
+        daysInMarket,
+        netPerformancePercent: new Big(
+          performanceInformation.performance.currentNetPerformancePercent
+        )
+      })
+      ?.toNumber();
+
+    return {
+      ...performanceInformation.performance,
+      annualizedPerformancePercent,
+      cash,
+      dividend,
+      excludedAccountsAndActivities,
+      fees,
+      firstOrderDate,
+      items,
+      netWorth,
+      totalBuy,
+      totalSell,
+      committedFunds: committedFunds.toNumber(),
+      emergencyFund: emergencyFund.toNumber(),
+      ordersCount: orders.filter((order) => {
+        return order.type === 'BUY' || order.type === 'SELL';
+      }).length
+    };
+  }
+
   private async getTransactionPoints({
     filters,
     includeDrafts = false,
-    userId
+    userId,
+    withExcludedAccounts
   }: {
     filters?: Filter[];
     includeDrafts?: boolean;
     userId: string;
+    withExcludedAccounts?: boolean;
   }): Promise<{
     transactionPoints: TransactionPoint[];
     orders: OrderWithAccount[];
     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,
       includeDrafts,
       userCurrency,
       userId,
+      withExcludedAccounts,
       types: ['BUY', 'SELL']
     });
 
@@ -1321,17 +1502,22 @@ export class PortfolioService {
     orders,
     portfolioItemsNow,
     userCurrency,
-    userId
+    userId,
+    withExcludedAccounts
   }: {
     filters?: Filter[];
     orders: OrderWithAccount[];
     portfolioItemsNow: { [p: string]: TimelinePosition };
     userCurrency: string;
     userId: string;
+    withExcludedAccounts?: boolean;
   }) {
     const accounts: PortfolioDetails['accounts'] = {};
 
-    let currentAccounts = [];
+    let currentAccounts: (Account & {
+      Order?: Order[];
+      Platform?: Platform;
+    })[] = [];
 
     if (filters.length === 0) {
       currentAccounts = await this.accountService.getAccounts(userId);
@@ -1351,6 +1537,10 @@ export class PortfolioService {
       });
     }
 
+    currentAccounts = currentAccounts.filter((account) => {
+      return withExcludedAccounts || account.isExcluded === false;
+    });
+
     for (const account of currentAccounts) {
       const ordersByAccount = orders.filter(({ accountId }) => {
         return accountId === account.id;

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 +1,41 @@
-import { IsBoolean, IsNumber, IsOptional, IsString } from 'class-validator';
+import type { DateRange, ViewMode } from '@ghostfolio/common/types';
+import {
+  IsBoolean,
+  IsIn,
+  IsNumber,
+  IsOptional,
+  IsString
+} from 'class-validator';
 
 export class UpdateUserSettingDto {
+  @IsOptional()
+  @IsString()
+  baseCurrency?: string;
+
+  @IsString()
+  @IsOptional()
+  benchmark?: string;
+
+  @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 +43,8 @@ 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.benchmark || data.dateRange) &&
+      this.request.user.role === 'DEMO'
+    ) {
+      // Allow benchmark or 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()
@@ -43,7 +44,7 @@ export class UserService {
       include: {
         User: true
       },
-      orderBy: { User: { alias: 'asc' } },
+      orderBy: { alias: 'asc' },
       where: { GranteeUser: { id } }
     });
     let tags = await this.tagService.getByUser(id);
@@ -62,16 +63,14 @@ export class UserService {
       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
       }
     };
   }
@@ -89,7 +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(
@@ -98,7 +97,6 @@ export class UserService {
     const {
       accessToken,
       Account,
-      alias,
       authChallenge,
       createdAt,
       id,
@@ -116,7 +114,6 @@ export class UserService {
     const user: UserWithSettings = {
       accessToken,
       Account,
-      alias,
       authChallenge,
       createdAt,
       id,
@@ -128,21 +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);
@@ -223,7 +234,9 @@ export class UserService {
         },
         Settings: {
           create: {
-            currency: this.baseCurrency
+            settings: {
+              currency: this.baseCurrency
+            }
           }
         }
       }
@@ -297,7 +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: {
@@ -319,33 +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/interceptors/redact-values-in-response.interceptor.ts

@@ -41,6 +41,14 @@ export class RedactValuesInResponseInterceptor<T>
               return activity;
             });
           }
+
+          if (data.filteredValueInBaseCurrency) {
+            data.filteredValueInBaseCurrency = null;
+          }
+
+          if (data.totalValueInBaseCurrency) {
+            data.totalValueInBaseCurrency = null;
+          }
         }
 
         return data;

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/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/api/api.module.ts

@@ -0,0 +1,9 @@
+import { Module } from '@nestjs/common';
+
+import { ApiService } from './api.service';
+
+@Module({
+  exports: [ApiService],
+  providers: [ApiService]
+})
+export class ApiModule {}

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

@@ -0,0 +1,42 @@
+import { Filter } from '@ghostfolio/common/interfaces';
+import { Injectable } from '@nestjs/common';
+
+@Injectable()
+export class ApiService {
+  public constructor() {}
+
+  public buildFiltersFromQueryParams({
+    filterByAccounts,
+    filterByAssetClasses,
+    filterByTags
+  }: {
+    filterByAccounts?: string;
+    filterByAssetClasses?: string;
+    filterByTags?: string;
+  }): Filter[] {
+    const accountIds = filterByAccounts?.split(',') ?? [];
+    const assetClasses = filterByAssetClasses?.split(',') ?? [];
+    const tagIds = filterByTags?.split(',') ?? [];
+
+    return [
+      ...accountIds.map((accountId) => {
+        return <Filter>{
+          id: accountId,
+          type: 'ACCOUNT'
+        };
+      }),
+      ...assetClasses.map((assetClass) => {
+        return <Filter>{
+          id: assetClass,
+          type: 'ASSET_CLASS'
+        };
+      }),
+      ...tagIds.map((tagId) => {
+        return <Filter>{
+          id: tagId,
+          type: 'TAG'
+        };
+      })
+    ];
+  }
+}

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 }),

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/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/yahoo-finance/yahoo-finance.service.ts

@@ -6,6 +6,7 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
@@ -57,8 +58,15 @@ export class YahooFinanceService implements DataProviderInterface {
    *                  DOGEUSD -> DOGE-USD
    */
   public convertToYahooFinanceSymbol(aSymbol: string) {
-    if (aSymbol.includes(this.baseCurrency) && aSymbol.length >= 6) {
-      if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
+    if (
+      aSymbol.includes(this.baseCurrency) &&
+      aSymbol.length > this.baseCurrency.length
+    ) {
+      if (
+        isCurrency(
+          aSymbol.substring(0, aSymbol.length - this.baseCurrency.length)
+        )
+      ) {
         return `${aSymbol}=X`;
       } else if (
         this.cryptocurrencyService.isCryptocurrency(
@@ -90,7 +98,7 @@ export class YahooFinanceService implements DataProviderInterface {
     try {
       const symbol = this.convertToYahooFinanceSymbol(aSymbol);
       const assetProfile = await yahooFinance.quoteSummary(symbol, {
-        modules: ['price', 'summaryProfile']
+        modules: ['price', 'summaryProfile', 'topHoldings']
       });
 
       const { assetClass, assetSubClass } = this.parseAssetClass(
@@ -109,7 +117,16 @@ export class YahooFinanceService implements DataProviderInterface {
       });
       response.symbol = aSymbol;
 
-      if (
+      if (assetSubClass === AssetSubClass.MUTUALFUND) {
+        response.sectors = [];
+
+        for (const sectorWeighting of assetProfile.topHoldings
+          ?.sectorWeightings ?? []) {
+          for (const [sector, weight] of Object.entries(sectorWeighting)) {
+            response.sectors.push({ weight, name: this.parseSector(sector) });
+          }
+        }
+      } else if (
         assetSubClass === AssetSubClass.STOCK &&
         assetProfile.summaryProfile?.country
       ) {
@@ -183,10 +200,10 @@ export class YahooFinanceService implements DataProviderInterface {
       for (const historicalItem of historicalResult) {
         let marketPrice = historicalItem.close;
 
-        if (symbol === 'USDGBp') {
+        if (symbol === `${this.baseCurrency}GBp`) {
           // Convert GPB to GBp (pence)
           marketPrice = new Big(marketPrice).mul(100).toNumber();
-        } else if (symbol === 'USDILA') {
+        } else if (symbol === `${this.baseCurrency}ILA`) {
           // Convert ILS to ILA
           marketPrice = new Big(marketPrice).mul(100).toNumber();
         }
@@ -246,9 +263,12 @@ export class YahooFinanceService implements DataProviderInterface {
           marketPrice: quote.regularMarketPrice || 0
         };
 
-        if (symbol === 'USDGBP' && yahooFinanceSymbols.includes('USDGBp=X')) {
+        if (
+          symbol === `${this.baseCurrency}GBP` &&
+          yahooFinanceSymbols.includes(`${this.baseCurrency}GBp=X`)
+        ) {
           // Convert GPB to GBp (pence)
-          response['USDGBp'] = {
+          response[`${this.baseCurrency}GBp`] = {
             ...response[symbol],
             currency: 'GBp',
             marketPrice: new Big(response[symbol].marketPrice)
@@ -256,11 +276,11 @@ export class YahooFinanceService implements DataProviderInterface {
               .toNumber()
           };
         } else if (
-          symbol === 'USDILS' &&
-          yahooFinanceSymbols.includes('USDILA=X')
+          symbol === `${this.baseCurrency}ILS` &&
+          yahooFinanceSymbols.includes(`${this.baseCurrency}ILA=X`)
         ) {
           // Convert ILS to ILA
-          response['USDILA'] = {
+          response[`${this.baseCurrency}ILA`] = {
             ...response[symbol],
             currency: 'ILA',
             marketPrice: new Big(response[symbol].marketPrice)
@@ -270,9 +290,9 @@ export class YahooFinanceService implements DataProviderInterface {
         }
       }
 
-      if (yahooFinanceSymbols.includes('USDUSX=X')) {
+      if (yahooFinanceSymbols.includes(`${this.baseCurrency}USX=X`)) {
         // Convert USD to USX (cent)
-        response['USDUSX'] = {
+        response[`${this.baseCurrency}USX`] = {
           currency: 'USX',
           dataSource: this.getName(),
           marketPrice: new Big(1).mul(100).toNumber(),
@@ -434,4 +454,46 @@ export class YahooFinanceService implements DataProviderInterface {
 
     return { assetClass, assetSubClass };
   }
+
+  private parseSector(aString: string): string {
+    let sector = UNKNOWN_KEY;
+
+    switch (aString) {
+      case 'basic_materials':
+        sector = 'Basic Materials';
+        break;
+      case 'communication_services':
+        sector = 'Communication Services';
+        break;
+      case 'consumer_cyclical':
+        sector = 'Consumer Cyclical';
+        break;
+      case 'consumer_defensive':
+        sector = 'Consumer Staples';
+        break;
+      case 'energy':
+        sector = 'Energy';
+        break;
+      case 'financial_services':
+        sector = 'Financial Services';
+        break;
+      case 'healthcare':
+        sector = 'Healthcare';
+        break;
+      case 'industrials':
+        sector = 'Industrials';
+        break;
+      case 'realestate':
+        sector = 'Real Estate';
+        break;
+      case 'technology':
+        sector = 'Technology';
+        break;
+      case 'utilities':
+        sector = 'Utilities';
+        break;
+    }
+
+    return sector;
+  }
 }

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];
@@ -101,10 +99,12 @@ export class ExchangeRateDataService {
       this.exchangeRates[symbol] = resultExtended[symbol]?.[date]?.marketPrice;
 
       if (!this.exchangeRates[symbol]) {
-        // Not found, calculate indirectly via USD
+        // Not found, calculate indirectly via base currency
         this.exchangeRates[symbol] =
-          resultExtended[`${currency1}${'USD'}`]?.[date]?.marketPrice *
-          resultExtended[`${'USD'}${currency2}`]?.[date]?.marketPrice;
+          resultExtended[`${currency1}${this.baseCurrency}`]?.[date]
+            ?.marketPrice *
+          resultExtended[`${this.baseCurrency}${currency2}`]?.[date]
+            ?.marketPrice;
 
         // Calculate the opposite direction
         this.exchangeRates[`${currency2}${currency1}`] =
@@ -128,9 +128,11 @@ export class ExchangeRateDataService {
       if (this.exchangeRates[`${aFromCurrency}${aToCurrency}`]) {
         factor = this.exchangeRates[`${aFromCurrency}${aToCurrency}`];
       } else {
-        // Calculate indirectly via USD
-        const factor1 = this.exchangeRates[`${aFromCurrency}${'USD'}`];
-        const factor2 = this.exchangeRates[`${'USD'}${aToCurrency}`];
+        // Calculate indirectly via base currency
+        const factor1 =
+          this.exchangeRates[`${aFromCurrency}${this.baseCurrency}`];
+        const factor2 =
+          this.exchangeRates[`${this.baseCurrency}${aToCurrency}`];
 
         factor = factor1 * factor2;
 
@@ -168,21 +170,6 @@ 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/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

@@ -64,6 +64,23 @@ export class SymbolProfileService {
       .then((symbolProfiles) => this.getSymbols(symbolProfiles));
   }
 
+  public async getSymbolProfilesByIds(
+    symbolProfileIds: string[]
+  ): Promise<EnhancedSymbolProfile[]> {
+    return this.prismaService.symbolProfile
+      .findMany({
+        include: { SymbolProfileOverrides: true },
+        where: {
+          id: {
+            in: symbolProfileIds.map((symbolProfileId) => {
+              return symbolProfileId;
+            })
+          }
+        }
+      })
+      .then((symbolProfiles) => this.getSymbols(symbolProfiles));
+  }
+
   /**
    * @deprecated
    */
@@ -115,9 +132,16 @@ 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({
@@ -57,13 +53,15 @@ export class TwitterBotService {
           symbolItem.marketPrice
         );
 
-        let status = `Current Market Mood: ${emoji} ${text} (${symbolItem.marketPrice}/100)`;
+        let status = `Current market mood is ${emoji} ${text.toLowerCase()} (${
+          symbolItem.marketPrice
+        }/100)`;
 
         const benchmarkListing = await this.getBenchmarkListing(3);
 
         if (benchmarkListing?.length > 1) {
           status += '\n\n';
-          status += '±% from ATH\n';
+          status += '± from ATH in %\n';
           status += benchmarkListing;
         }
 
@@ -82,14 +80,9 @@ 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

@@ -54,45 +54,59 @@ 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: 'demo',
-    loadChildren: () =>
-      import('./pages/demo/demo-page.module').then((m) => m.DemoPageModule)
-  },
-  {
-    path: 'en/blog/2021/07/hello-ghostfolio',
+    path: 'blog/2021/07/hello-ghostfolio',
     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',
+    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: 'en/blog/2022/07/ghostfolio-meets-internet-identity',
+    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: 'en/blog/2022/07/how-do-i-get-my-finances-in-order',
+    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: 'blog/2022/10/hacktoberfest-2022',
+    loadChildren: () =>
+      import(
+        './pages/blog/2022/10/hacktoberfest-2022/hacktoberfest-2022-page.module'
+      ).then((m) => m.Hacktoberfest2022PageModule)
+  },
+  {
+    path: 'demo',
+    loadChildren: () =>
+      import('./pages/demo/demo-page.module').then((m) => m.DemoPageModule)
+  },
   {
     path: 'faq',
     loadChildren: () =>

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.component.ts

@@ -61,7 +61,7 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
       .subscribe(({ accountType, name, Platform, valueInBaseCurrency }) => {
         this.accountType = accountType;
         this.name = name;
-        this.platformName = Platform?.name;
+        this.platformName = Platform?.name ?? '-';
         this.valueInBaseCurrency = valueInBaseCurrency;
 
         this.changeDetectorRef.markForCheck();

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

@@ -21,18 +21,12 @@
 
     <div class="row">
       <div class="col-6 mb-3">
-        <gf-value
-          label="Account Type"
-          size="medium"
-          [value]="accountType"
-        ></gf-value>
+        <gf-value i18n 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 i18n size="medium" [value]="platformName">Platform</gf-value>
       </div>
     </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

@@ -2,7 +2,10 @@
   <div class="row">
     <div class="col">
       <form class="align-items-center d-flex" [formGroup]="filterForm">
-        <mat-form-field appearance="outline" class="flex-grow-1">
+        <mat-form-field
+          appearance="outline"
+          class="compact-with-outline flex-grow-1 mr-2 without-hint"
+        >
           <mat-select formControlName="status">
             <mat-option></mat-option>
             <mat-option
@@ -13,7 +16,7 @@
           </mat-select>
         </mat-form-field>
         <button
-          class="ml-1"
+          class="mt-1"
           color="warn"
           mat-flat-button
           (click)="onDeleteJobs()"
@@ -24,7 +27,7 @@
       <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 +108,18 @@
                   <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.html

@@ -2,6 +2,7 @@
   <gf-line-chart
     class="mb-4"
     [historicalDataItems]="historicalDataItems"
+    [isAnimated]="true"
     [locale]="locale"
     [showXAxis]="true"
     [showYAxis]="true"

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

@@ -5,19 +5,30 @@
         <mat-card-content>
           <div class="d-flex my-3">
             <div class="w-50" i18n>User Count</div>
-            <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">
-              <ng-container *ngIf="transactionCount">
-                {{ transactionCount }} ({{ transactionCount / userCount | number
-                : '1.2-2' }} <span i18n>per User</span>)
-              </ng-container>
+              <gf-value
+                precision="0"
+                [locale]="user?.settings?.locale"
+                [value]="userCount"
+              ></gf-value>
             </div>
           </div>
           <div class="d-flex my-3">
-            <div class="w-50" i18n>Data Gathering</div>
+            <div class="w-50" i18n>Activity Count</div>
+            <div class="w-50">
+              <gf-value
+                precision="0"
+                [locale]="user?.settings?.locale"
+                [value]="transactionCount"
+              ></gf-value>
+              <div *ngIf="transactionCount && userCount">
+                {{ transactionCount / userCount | number : '1.2-2' }}
+                <span i18n>per User</span>
+              </div>
+            </div>
+          </div>
+          <div class="d-flex my-3">
+            <div class="w-50" i18n>Data Management</div>
             <div class="w-50">
               <div class="overflow-hidden">
                 <div class="mb-2">
@@ -162,8 +173,11 @@
                 </button>
               </div>
               <div class="mt-2">
-                <form #couponForm="ngForm">
-                  <mat-form-field appearance="outline" class="mr-2">
+                <form #couponForm="ngForm" class="align-items-center d-flex">
+                  <mat-form-field
+                    appearance="outline"
+                    class="compact-with-outline mr-2 without-hint"
+                  >
                     <mat-select
                       name="duration"
                       [value]="couponDuration"
@@ -176,6 +190,7 @@
                     </mat-select>
                   </mat-form-field>
                   <button
+                    class="mt-1"
                     color="primary"
                     mat-flat-button
                     (click)="onAddCoupon()"

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,

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

@@ -55,7 +55,9 @@ export class AdminUsersComponent implements OnDestroy, OnInit {
   }
 
   public onDeleteUser(aId: string) {
-    const confirmation = confirm('Do you really want to delete this user?');
+    const confirmation = confirm(
+      $localize`Do you really want to delete this user?`
+    );
 
     if (confirmation) {
       this.dataService

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

@@ -7,17 +7,17 @@
             <tr class="mat-header-row">
               <th class="mat-header-cell px-1 py-2 text-right">#</th>
               <th class="mat-header-cell px-1 py-2" i18n>User</th>
-              <th class="mat-header-cell px-1 py-2 text-right" i18n>
-                Registration
+              <th class="mat-header-cell px-1 py-2 text-right">
+                <ng-container i18n>Registration</ng-container>
               </th>
-              <th class="mat-header-cell px-1 py-2 text-right" i18n>
-                Accounts
+              <th class="mat-header-cell px-1 py-2 text-right">
+                <ng-container i18n>Accounts</ng-container>
               </th>
-              <th class="mat-header-cell px-1 py-2 text-right" i18n>
-                Activities
+              <th class="mat-header-cell px-1 py-2 text-right">
+                <ng-container i18n>Activities</ng-container>
               </th>
-              <th class="mat-header-cell px-1 py-2 text-right" i18n>
-                Engagement per Day
+              <th class="mat-header-cell px-1 py-2 text-right">
+                <ng-container i18n>Engagement per Day</ng-container>
               </th>
               <th class="mat-header-cell px-1 py-2" i18n>Last Request</th>
               <th class="mat-header-cell px-1 py-2"></th>
@@ -43,23 +43,23 @@
               <td class="mat-cell px-1 py-2 text-right">
                 {{ formatDistanceToNow(userItem.createdAt) }}
               </td>
-              <td class="mat-cell px-1 py-2">
+              <td class="mat-cell px-1 py-2 text-right">
                 <gf-value
-                  class="align-items-end"
+                  class="d-inline-block justify-content-end"
                   [locale]="user?.settings?.locale"
                   [value]="userItem.accountCount"
                 ></gf-value>
               </td>
-              <td class="mat-cell px-1 py-2">
+              <td class="mat-cell px-1 py-2 text-right">
                 <gf-value
-                  class="align-items-end"
+                  class="d-inline-block justify-content-end"
                   [locale]="user?.settings?.locale"
                   [value]="userItem.transactionCount"
                 ></gf-value>
               </td>
-              <td class="mat-cell px-1 py-2">
+              <td class="mat-cell px-1 py-2 text-right">
                 <gf-value
-                  class="align-items-end"
+                  class="d-inline-block justify-content-end"
                   [locale]="user?.settings?.locale"
                   [precision]="0"
                   [value]="userItem.engagement"

apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.html

@@ -0,0 +1,56 @@
+<div class="row">
+  <div class="col-md-6 col-xs-12 d-flex">
+    <div class="align-items-center d-flex flex-grow-1 h5 mb-0 text-truncate">
+      <span i18n>Performance</span>
+      <gf-premium-indicator
+        *ngIf="user?.subscription?.type === 'Basic'"
+        class="ml-1"
+      ></gf-premium-indicator>
+    </div>
+  </div>
+  <div class="col-md-6 col-xs-12 d-flex justify-content-end">
+    <mat-form-field
+      appearance="outline"
+      class="w-100 without-hint"
+      color="accent"
+      [hidden]="benchmarks?.length === 0"
+    >
+      <mat-label i18n>Compare with...</mat-label>
+      <mat-select
+        name="benchmark"
+        [value]="benchmark"
+        (selectionChange)="onChangeBenchmark($event.value)"
+      >
+        <mat-option [value]="null"></mat-option>
+        <mat-option
+          *ngFor="let symbolProfile of benchmarks"
+          [value]="symbolProfile.id"
+          >{{ symbolProfile.name }}</mat-option
+        >
+      </mat-select>
+    </mat-form-field>
+  </div>
+</div>
+<div *ngIf="user.settings.viewMode !== 'ZEN'" class="my-2 text-center">
+  <gf-toggle
+    [defaultValue]="user?.settings?.dateRange"
+    [isLoading]="isLoading"
+    [options]="dateRangeOptions"
+    (change)="onChangeDateRange($event.value)"
+  ></gf-toggle>
+</div>
+<div class="chart-container">
+  <ngx-skeleton-loader
+    *ngIf="isLoading"
+    animation="pulse"
+    [theme]="{
+      height: '100%',
+      width: '100%'
+    }"
+  ></ngx-skeleton-loader>
+  <canvas
+    #chartCanvas
+    class="h-100"
+    [ngStyle]="{ display: isLoading ? 'none' : 'block' }"
+  ></canvas>
+</div>

apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.scss

@@ -0,0 +1,11 @@
+:host {
+  display: block;
+
+  .chart-container {
+    aspect-ratio: 16 / 9;
+
+    ngx-skeleton-loader {
+      height: 100%;
+    }
+  }
+}

apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.ts

@@ -0,0 +1,220 @@
+import 'chartjs-adapter-date-fns';
+
+import {
+  ChangeDetectionStrategy,
+  Component,
+  EventEmitter,
+  Input,
+  OnChanges,
+  OnDestroy,
+  Output,
+  ViewChild
+} from '@angular/core';
+import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component';
+import {
+  getTooltipOptions,
+  getTooltipPositionerMapTop,
+  getVerticalHoverLinePlugin
+} from '@ghostfolio/common/chart-helper';
+import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config';
+import {
+  getBackgroundColor,
+  getDateFormatString,
+  getTextColor,
+  parseDate
+} from '@ghostfolio/common/helper';
+import { LineChartItem, User } from '@ghostfolio/common/interfaces';
+import { DateRange } from '@ghostfolio/common/types';
+import {
+  Chart,
+  LineController,
+  LineElement,
+  LinearScale,
+  PointElement,
+  TimeScale,
+  Tooltip
+} from 'chart.js';
+import annotationPlugin from 'chartjs-plugin-annotation';
+import { SymbolProfile } from '@prisma/client';
+
+@Component({
+  selector: 'gf-benchmark-comparator',
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  templateUrl: './benchmark-comparator.component.html',
+  styleUrls: ['./benchmark-comparator.component.scss']
+})
+export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
+  @Input() benchmarkDataItems: LineChartItem[] = [];
+  @Input() benchmark: string;
+  @Input() benchmarks: Partial<SymbolProfile>[];
+  @Input() daysInMarket: number;
+  @Input() isLoading: boolean;
+  @Input() locale: string;
+  @Input() performanceDataItems: LineChartItem[];
+  @Input() user: User;
+
+  @Output() benchmarkChanged = new EventEmitter<string>();
+  @Output() dateRangeChanged = new EventEmitter<DateRange>();
+
+  @ViewChild('chartCanvas') chartCanvas;
+
+  public chart: Chart<any>;
+  public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
+
+  public constructor() {
+    Chart.register(
+      annotationPlugin,
+      LinearScale,
+      LineController,
+      LineElement,
+      PointElement,
+      TimeScale,
+      Tooltip
+    );
+
+    Tooltip.positioners['top'] = (elements, position) =>
+      getTooltipPositionerMapTop(this.chart, position);
+  }
+
+  public ngOnChanges() {
+    if (this.performanceDataItems) {
+      this.initialize();
+    }
+  }
+
+  public onChangeBenchmark(symbolProfileId: string) {
+    this.benchmarkChanged.next(symbolProfileId);
+  }
+
+  public onChangeDateRange(dateRange: DateRange) {
+    this.dateRangeChanged.next(dateRange);
+  }
+
+  public ngOnDestroy() {
+    this.chart?.destroy();
+  }
+
+  private initialize() {
+    const data = {
+      datasets: [
+        {
+          backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
+          borderColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
+          borderWidth: 2,
+          data: this.performanceDataItems.map(({ date, value }) => {
+            return { x: parseDate(date), y: value };
+          }),
+          label: $localize`Portfolio`
+        },
+        {
+          backgroundColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
+          borderColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
+          borderWidth: 2,
+          data: this.benchmarkDataItems.map(({ date, value }) => {
+            return { x: parseDate(date), y: value };
+          }),
+          label: $localize`Benchmark`
+        }
+      ]
+    };
+
+    if (this.chartCanvas) {
+      if (this.chart) {
+        this.chart.data = data;
+        this.chart.options.plugins.tooltip = <unknown>(
+          this.getTooltipPluginConfiguration()
+        );
+        this.chart.update();
+      } else {
+        this.chart = new Chart(this.chartCanvas.nativeElement, {
+          data,
+          options: {
+            animation: false,
+            elements: {
+              line: {
+                tension: 0
+              },
+              point: {
+                hoverBackgroundColor: getBackgroundColor(),
+                hoverRadius: 2,
+                radius: 0
+              }
+            },
+            interaction: { intersect: false, mode: 'index' },
+            maintainAspectRatio: true,
+            plugins: <unknown>{
+              annotation: {
+                annotations: {
+                  yAxis: {
+                    borderColor: `rgba(${getTextColor()}, 0.1)`,
+                    borderWidth: 1,
+                    scaleID: 'y',
+                    type: 'line',
+                    value: 0
+                  }
+                }
+              },
+              legend: {
+                display: false
+              },
+              tooltip: this.getTooltipPluginConfiguration(),
+              verticalHoverLine: {
+                color: `rgba(${getTextColor()}, 0.1)`
+              }
+            },
+            responsive: true,
+            scales: {
+              x: {
+                display: true,
+                grid: {
+                  borderColor: `rgba(${getTextColor()}, 0.1)`,
+                  borderWidth: 1,
+                  color: `rgba(${getTextColor()}, 0.8)`,
+                  display: false
+                },
+                type: 'time',
+                time: {
+                  tooltipFormat: getDateFormatString(this.locale),
+                  unit: 'year'
+                }
+              },
+              y: {
+                display: true,
+                grid: {
+                  borderColor: `rgba(${getTextColor()}, 0.1)`,
+                  color: `rgba(${getTextColor()}, 0.8)`,
+                  display: false,
+                  drawBorder: false
+                },
+                position: 'right',
+                ticks: {
+                  callback: (value: number) => {
+                    return `${value} %`;
+                  },
+                  display: true,
+                  mirror: true,
+                  z: 1
+                }
+              }
+            }
+          },
+          plugins: [getVerticalHoverLinePlugin(this.chartCanvas)],
+          type: 'line'
+        });
+      }
+    }
+  }
+
+  private getTooltipPluginConfiguration() {
+    return {
+      ...getTooltipOptions({
+        locale: this.locale,
+        unit: '%'
+      }),
+      mode: 'x',
+      position: <unknown>'top',
+      xAlign: 'center',
+      yAlign: 'bottom'
+    };
+  }
+}