Compare commits

...

60 Commits

Author SHA1 Message Date
e093041184 Release 1.196.0 (#1281) 2022-09-22 21:05:05 +02:00
8f2caa508a Feature/extend landing page (#1279)
* Extend landing page

* Update changelog
2022-09-22 20:52:46 +02:00
862f670ccf Feature/setup italiano (#1276)
* Setup italiano

* Update changelog
2022-09-22 20:52:03 +02:00
54bf4c7a43 Update messages.it.xlf (#1280) 2022-09-22 20:51:31 +02:00
c0ace51ee9 Release 1.195.0 (#1277) 2022-09-20 20:23:41 +02:00
b1b5689242 Feature/improve performance of chart calculation (#1271)
* Improve performance chart calculation

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>

* Update changelog

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>

* Improve chart tooltip of benchmark comparator

* Update changelog

Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-09-20 20:22:01 +02:00
b68cdaf8ea Add issue template (#1275) 2022-09-19 21:22:54 +02:00
b387a80a0d Add bullet (#1270) 2022-09-17 21:29:37 +02:00
6e4660295a Release 1.194.0 (#1269) 2022-09-17 21:26:08 +02:00
d4c3a9d1e8 Feature/add percentage visualization of the current filter (#1268)
* Add percentage visualization of the active filter

* Update changelog
2022-09-17 21:24:09 +02:00
263f6b32f2 Bugfix/fix performance chart calculation (#1267)
* Respect end date in performance chart calculation

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>

* Update changelog

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-09-17 08:33:04 +02:00
637f31ae3b Add instruction for NODE_ENV: production (#1266) 2022-09-17 08:31:56 +02:00
547e27c7a1 Feature/set node env in docker compose files (#1261)
* Set NODE_ENV to production

* Update changelog
2022-09-15 17:20:03 +02:00
f10dc176f2 Feature/clean up german localization (#1260)
* Clean up German localization

* Set up Italian

* Update changelog
2022-09-15 16:58:00 +02:00
0a966e46cd Improve translation (#1258) 2022-09-15 10:37:07 +02:00
4f281d25e1 Release 1.193.0 (#1257) 2022-09-14 20:11:47 +02:00
aaba8c35c2 Feature/extend pricing page with referral section (#1256)
* Add referral section

* Update changelog
2022-09-14 20:10:35 +02:00
7d27cb3398 Bugfix/use base currency in exchange rate service instead of usd (#1255)
* Change from USD to base currency

* Update changelog
2022-09-14 19:56:18 +02:00
91678028b5 Bugfix/fix missing assets during local development (#1253)
* Extend setup for development (missing assets)

* Update changelog
2022-09-14 19:26:59 +02:00
5e3cac8ac9 Feature/sort benchmarks by name (#1250)
* Sort benchmarks by name

* Update changelog
2022-09-12 13:34:06 +02:00
33f20b6b48 Release 1.192.0 (#1249) 2022-09-11 09:21:48 +02:00
e4fd255dd7 Bugfix/improve loading indicator of benchmark comparator (#1247)
* Improve loading indicator

* Update changelog
2022-09-11 09:20:15 +02:00
e320aa91f7 Feature/simplify benchmark configuration (#1248)
* Simplify benchmark configuration

* Update changelog
2022-09-11 09:19:50 +02:00
0fcfa6c1bd Bugfix/improve error handling in benchmark calculation (#1246)
* Improve error handling

* Update changelog
2022-09-10 18:58:31 +02:00
42d32ed652 Feature/upgrade yahoo finance2 to version 2.3.6 (#1245)
* Upgrade yahoo-finance2 to version 2.3.6

* Update changelog
2022-09-10 18:57:41 +02:00
21b4b0ef24 Release 1.191.0 (#1244) 2022-09-10 16:13:22 +02:00
4f8fe83a16 Feature/clean up user database schema (#1242)
* Clean up user database schema

* Update changelog
2022-09-10 16:11:49 +02:00
980ad1028c Feature/allow date range change for demo user (#1243)
* Allow date range change

* Update changelog
2022-09-10 16:10:57 +02:00
0d5bc3f51b Release 1.190.0 (#1241) 2022-09-10 13:36:39 +02:00
aece76d98f Feature/add date range component to benchmark comparator (#1240)
* Add date range component

* Update changelog
2022-09-10 13:33:37 +02:00
fc4bb71184 Feature/migrate date range setting to user settings (#1239)
* Migrate date range to user settings

* Refactor currency and view mode in the user user settings

* Update changelog
2022-09-10 11:38:06 +02:00
20bc7ef99c Feature/improve benchmark comparator on mobile (#1238)
* Improve layout for mobile

* Update changelog
2022-09-09 19:44:36 +02:00
7a733ae49b Release 1.189.0 (#1237) 2022-09-08 21:06:37 +02:00
376ce88492 Bugfix/fix benchmark chart (#1236)
* Fix benchmark chart

* Distinguish between currency and unit in tooltip

* Update changelog
2022-09-08 21:05:19 +02:00
c4d83aabe7 Setup tests (#1234) 2022-09-08 17:32:55 +02:00
d4e2cec77e Release 1.188.0 (#1233) 2022-09-06 20:40:59 +02:00
75db7bf79a Bugfix/fix asset profile details dialog (#1232)
* Fix dialog for assets without (first) activity

* Update changelog
2022-09-06 20:39:45 +02:00
3ad99c9991 Add data management (#1230)
* Add data management for benchmarks
2022-09-06 20:39:27 +02:00
00e402d286 Add translations 2022-09-04 09:48:18 +02:00
4ac0484025 Update changelog 2022-09-04 09:45:29 +02:00
75d61bff6d Setup benchmark comparator 2022-09-04 09:45:22 +02:00
0de28d733e Release 1.187.0 (#1227) 2022-09-03 21:42:23 +02:00
3b2f13850c Feature/improve chart calculation (#1226)
* Improve chart calculation

* Update changelog
2022-09-03 21:41:06 +02:00
0cc42ffd7c Add end date parameter (#1224)
* Add end date parameter
2022-09-03 21:28:57 +02:00
3ccb812ac3 Release 1.186.2 (#1223) 2022-09-03 11:37:14 +02:00
0a8549db3e Release 1.186.1 (#1222) 2022-09-03 11:19:31 +02:00
c95e90ff31 Release 1.186.0 (#1221) 2022-09-03 10:28:20 +02:00
b59af0d864 Feature/upgrade nx to version 14.6.4 (#1220)
* Upgrade nx and angular

* Update changelog
2022-09-03 10:26:56 +02:00
408bdbd187 Bugfix/fix GitHub contributors count (#1219)
* Fix GitHub contributors count

* Update changelog
2022-09-03 10:06:16 +02:00
a3bfa46fb0 Feature/remove alias from user (#1218)
* Remove alias

* Update changelog
2022-09-03 09:47:18 +02:00
8cb1b3f925 Feature/decrease rate limiter duration (#1217)
* Decrease rate limiter duration

* Update changelog
2022-09-03 09:09:57 +02:00
15c650f951 Bugfix/fix blog post link (#1216)
* Fix link

* Update sitemap.xml
2022-09-03 09:09:37 +02:00
c198bd78da Add architectures (#1205) 2022-09-03 08:32:01 +02:00
35963580bc Bugfix/improve error handling in portfolio calculations (#1215)
* Improve error handling

* Update changelog
2022-09-03 08:31:47 +02:00
cf2c5bad02 Bugfix/change environment variables redis host and port to mandatory (#1211)
* Change REDIS_HOST and REDIS_PORT to mandatory

* Update changelog
2022-09-01 15:35:37 +02:00
f332aea9b4 Release 1.185.0 (#1207) 2022-08-30 20:53:26 +02:00
7a9fd18407 Feature/improve markets overview (#1206)
* Improve markets overview

* Update changelog
2022-08-30 20:52:13 +02:00
ca08d3154a Bugfix/disable language selector for demo user (#1204)
* Disable language selector for demo user

* Update changelog
2022-08-28 21:11:27 +02:00
01d4ae8757 Feature/move build pipeline from travis to GitHub actions (#1203)
* Remove travis configurations

* Update changelog
2022-08-28 21:10:25 +02:00
43ce2786c1 Fetch all history for all tags and branches (#1202) 2022-08-28 11:01:54 +02:00
113 changed files with 6476 additions and 2175 deletions

37
.github/ISSUE_TEMPLATE/bug_report.md vendored Normal file
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@ -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. -->

View File

@ -14,6 +14,8 @@ jobs:
steps:
- name: Checkout code
uses: actions/checkout@v3
with:
fetch-depth: 0
- name: Use Node.js ${{ matrix.node_version }}
uses: actions/setup-node@v3

View File

@ -1,30 +0,0 @@
language: node_js
git:
depth: false
node_js:
- 16
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

View File

@ -5,6 +5,145 @@ 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).
## 1.196.0 - 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
@ -63,7 +202,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- Set up `ng-extract-i18n-merge` to improve the i18n extraction and merge workflow
- Set up language localization for German (`de`)
- Set up the language localization for German (`de`)
- Resolved the feature graphic of the blog post
### Changed

View File

@ -17,8 +17,6 @@
<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>
@ -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
@ -153,6 +153,7 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
### 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))

View File

@ -136,6 +136,10 @@
"baseHref": "/en/",
"localize": ["en"]
},
"development-it": {
"baseHref": "/it/",
"localize": ["it"]
},
"production": {
"fileReplacements": [
{
@ -180,6 +184,9 @@
"development-en": {
"browserTarget": "client:build:development-en"
},
"development-it": {
"browserTarget": "client:build:development-it"
},
"production": {
"browserTarget": "client:build:production"
}
@ -191,7 +198,7 @@
"browserTarget": "client:build",
"includeContext": true,
"outputPath": "src/locales",
"targetFiles": ["messages.de.xlf"]
"targetFiles": ["messages.de.xlf", "messages.it.xlf"]
}
},
"lint": {
@ -214,6 +221,10 @@
"de": {
"baseHref": "/de/",
"translation": "apps/client/src/locales/messages.de.xlf"
},
"it": {
"baseHref": "/it/",
"translation": "apps/client/src/locales/messages.it.xlf"
}
},
"sourceLocale": "en"

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

View File

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

View File

@ -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
});
}
}

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@ -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]

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@ -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);
});
});

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@ -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 {
@ -13,62 +27,74 @@ 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);
benchmarks = allTimeHighs.map((allTimeHigh, index) => {
const { marketPrice } = quotes[benchmarkAssets[index].symbol];
const { marketPrice } =
quotes[benchmarkAssetProfiles[index].symbol] ?? {};
let performancePercentFromAllTimeHigh = new Big(0);
let performancePercentFromAllTimeHigh = 0;
if (allTimeHigh) {
performancePercentFromAllTimeHigh = new Big(marketPrice)
.div(allTimeHigh)
.minus(1);
if (allTimeHigh && marketPrice) {
performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
allTimeHigh,
marketPrice
);
}
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
}
}
};
@ -76,13 +102,99 @@ export class BenchmarkService {
await this.redisCacheService.set(
this.CACHE_KEY_BENCHMARKS,
JSON.stringify(benchmarks)
JSON.stringify(benchmarks),
ms('4 hours') / 1000
);
return benchmarks;
}
private getMarketCondition(aPerformanceInPercent: Big) {
return aPerformanceInPercent.lte(-0.2) ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
public async getBenchmarkAssetProfiles(): Promise<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;
return {
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
};
}),
{
date: format(new Date(), DATE_FORMAT),
value:
this.calculateChangeInPercentage(
marketPriceAtStartDate,
currentSymbolItem.marketPrice
) * 100
}
]
};
}
private getMarketCondition(aPerformanceInPercent: number) {
return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
}
}

View File

@ -4,22 +4,41 @@ 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 = fs.readFileSync(
this.getPathOfIndexHtmlFile('de'),
'utf8'
);
public indexHtmlEn = fs.readFileSync(
this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
'utf8'
);
public indexHtmlDe = '';
public indexHtmlEn = '';
public indexHtmlIt = '';
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.indexHtmlIt = fs.readFileSync(
this.getPathOfIndexHtmlFile('it'),
'utf8'
);
} catch {}
}
public use(req: Request, res: Response, next: NextFunction) {
let featureGraphicPath = 'assets/cover.png';
@ -31,7 +50,11 @@ export class FrontendMiddleware implements NestMiddleware {
featureGraphicPath = 'assets/images/blog/500-stars-on-github.jpg';
}
if (req.path.startsWith('/api/') || this.isFileRequest(req.url)) {
if (
req.path.startsWith('/api/') ||
this.isFileRequest(req.url) ||
!this.isProduction
) {
// Skip
next();
} else if (req.path === '/de' || req.path.startsWith('/de/')) {
@ -43,6 +66,15 @@ export class FrontendMiddleware implements NestMiddleware {
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 {
res.send(
this.interpolate(this.indexHtmlEn, {

View File

@ -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();
}

View File

@ -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,

View File

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

View File

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

View File

@ -20,7 +20,7 @@ import {
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 +167,146 @@ 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);
}
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]);
}
}
}
const isInPercentage = true;
return Object.keys(totalNetPerformanceValues).map((date) => {
return isInPercentage
? {
date,
value: totalInvestmentValues[date].eq(0)
? 0
: totalNetPerformanceValues[date]
.div(totalInvestmentValues[date])
.mul(100)
.toNumber()
}
: {
date,
value: totalNetPerformanceValues[date].toNumber()
};
});
}
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

View File

@ -35,11 +35,11 @@ import {
Param,
Query,
UseGuards,
UseInterceptors
UseInterceptors,
Version
} from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import { ViewMode } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
@ -110,6 +110,26 @@ export class PortfolioController {
};
}
@Get('chart')
@UseGuards(AuthGuard('jwt'))
@Version('2')
public async getChartV2(
@Headers('impersonation-id') impersonationId: string,
@Query('range') range
): Promise<PortfolioChart> {
const historicalDataContainer = await this.portfolioService.getChartV2(
impersonationId,
range
);
return {
chart: historicalDataContainer.items,
hasError: false,
isAllTimeHigh: false,
isAllTimeLow: false
};
}
@Get('details')
@UseGuards(AuthGuard('jwt'))
@UseInterceptors(RedactValuesInResponseInterceptor)
@ -148,13 +168,19 @@ export class PortfolioController {
})
];
const { accounts, holdings, hasErrors } =
await this.portfolioService.getDetails(
impersonationId,
this.request.user.id,
range,
filters
);
const {
accounts,
filteredValueInBaseCurrency,
filteredValueInPercentage,
hasErrors,
holdings,
totalValueInBaseCurrency
} = await this.portfolioService.getDetails(
impersonationId,
this.request.user.id,
range,
filters
);
if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
hasError = true;
@ -175,7 +201,7 @@ 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);
@ -214,8 +240,11 @@ export class PortfolioController {
return {
accounts,
filteredValueInBaseCurrency,
filteredValueInPercentage,
hasError,
holdings
holdings,
totalValueInBaseCurrency
};
}
@ -278,7 +307,7 @@ export class PortfolioController {
if (
impersonationId ||
this.request.user.Settings.viewMode === ViewMode.ZEN ||
this.request.user.Settings.settings.viewMode === 'ZEN' ||
this.userService.isRestrictedView(this.request.user)
) {
performanceInformation.performance = nullifyValuesInObject(
@ -358,7 +387,8 @@ 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);

View File

@ -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 {
@ -122,7 +123,7 @@ export class PortfolioService {
this.getDetails(aUserId, aUserId, undefined, aFilters)
]);
const userCurrency = this.request.user.Settings.currency;
const userCurrency = this.request.user.Settings.settings.baseCurrency;
return accounts.map((account) => {
let transactionCount = 0;
@ -197,7 +198,7 @@ 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 +278,7 @@ 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 +328,10 @@ export class PortfolioService {
}
let isAllTimeHigh = timelineInfo.maxNetPerformance?.eq(
lastItem?.netPerformance
lastItem?.netPerformance ?? 0
);
let isAllTimeLow = timelineInfo.minNetPerformance?.eq(
lastItem?.netPerformance
lastItem?.netPerformance ?? 0
);
if (isAllTimeHigh && isAllTimeLow) {
isAllTimeHigh = false;
@ -354,6 +355,54 @@ export class PortfolioService {
};
}
public async getChartV2(
aImpersonationId: string,
aDateRange: DateRange = 'max'
): Promise<HistoricalDataContainer> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
userId
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
portfolioCalculator.setTransactionPoints(transactionPoints);
if (transactionPoints.length === 0) {
return {
isAllTimeHigh: false,
isAllTimeLow: false,
items: []
};
}
const endDate = new Date();
const portfolioStart = parseDate(transactionPoints[0].date);
const startDate = this.getStartDate(aDateRange, portfolioStart);
const daysInMarket = differenceInDays(new Date(), startDate);
const step = Math.round(
daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
);
const items = await portfolioCalculator.getChartData(
startDate,
endDate,
step
);
return {
items,
isAllTimeHigh: false,
isAllTimeLow: false
};
}
public async getDetails(
aImpersonationId: string,
aUserId: string,
@ -367,8 +416,8 @@ export class PortfolioService {
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
);
const userCurrency =
user.Settings?.currency ??
this.request.user?.Settings?.currency ??
user.Settings?.settings.baseCurrency ??
this.request.user?.Settings?.settings.baseCurrency ??
this.baseCurrency;
const { orders, portfolioOrders, transactionPoints } =
@ -400,12 +449,21 @@ export class PortfolioService {
});
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 (
aFilters?.length === 0 ||
(aFilters?.length === 1 &&
aFilters[0].type === 'ASSET_CLASS' &&
aFilters[0].id === 'CASH')
) {
filteredValueInBaseCurrency = filteredValueInBaseCurrency.plus(
cashDetails.balanceInBaseCurrency
);
}
const dataGatheringItems = currentPositions.positions.map((position) => {
return {
@ -466,8 +524,12 @@ 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 +540,7 @@ 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,
@ -501,8 +563,8 @@ export class PortfolioService {
cashDetails,
emergencyFund,
userCurrency,
investment: totalInvestment,
value: totalValue
investment: totalInvestmentInBaseCurrency,
value: filteredValueInBaseCurrency
});
for (const symbol of Object.keys(cashPositions)) {
@ -518,7 +580,18 @@ export class PortfolioService {
filters: aFilters
});
return { accounts, holdings, hasErrors: currentPositions.hasErrors };
const summary = await this.getSummary(aImpersonationId);
return {
accounts,
holdings,
filteredValueInBaseCurrency: filteredValueInBaseCurrency.toNumber(),
filteredValueInPercentage: summary.netWorth
? filteredValueInBaseCurrency.div(summary.netWorth).toNumber()
: 0,
hasErrors: currentPositions.hasErrors,
totalValueInBaseCurrency: summary.netWorth
};
}
public async getPosition(
@ -526,7 +599,7 @@ export class PortfolioService {
aImpersonationId: string,
aSymbol: string
): Promise<PortfolioPositionDetail> {
const userCurrency = this.request.user.Settings.currency;
const userCurrency = this.request.user.Settings.settings.baseCurrency;
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const orders = (
@ -779,7 +852,7 @@ export class PortfolioService {
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency,
currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
@ -855,7 +928,7 @@ export class PortfolioService {
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency,
currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
@ -915,7 +988,7 @@ 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 +1042,7 @@ export class PortfolioService {
accounts
)
],
{ baseCurrency: currency }
<UserSettings>this.request.user.Settings.settings
),
currencyClusterRisk: await this.rulesService.evaluate(
[
@ -990,7 +1063,7 @@ export class PortfolioService {
currentPositions
)
],
{ baseCurrency: currency }
<UserSettings>this.request.user.Settings.settings
),
fees: await this.rulesService.evaluate(
[
@ -1000,14 +1073,14 @@ export class PortfolioService {
this.getFees(orders).toNumber()
)
],
{ baseCurrency: currency }
<UserSettings>this.request.user.Settings.settings
)
}
};
}
public async getSummary(aImpersonationId: string): Promise<PortfolioSummary> {
const userCurrency = this.request.user.Settings.currency;
const userCurrency = this.request.user.Settings.settings.baseCurrency;
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const user = await this.userService.user({ id: userId });
@ -1181,7 +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(
@ -1263,7 +1336,7 @@ export class PortfolioService {
portfolioOrders: PortfolioOrder[];
}> {
const userCurrency =
this.request.user?.Settings?.currency ?? this.baseCurrency;
this.request.user?.Settings?.settings.baseCurrency ?? this.baseCurrency;
const orders = await this.orderService.getOrders({
filters,

View File

@ -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) => {

View File

@ -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
],

View File

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

View File

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

View File

@ -1,10 +1,33 @@
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;
@ -20,4 +43,8 @@ export class UpdateUserSettingDto {
@IsNumber()
@IsOptional()
savingsRate?: number;
@IsIn(<ViewMode[]>['DEFAULT', 'ZEN'])
@IsOptional()
viewMode?: ViewMode;
}

View File

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

View File

@ -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);
}
}

View File

@ -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);
@ -69,9 +70,7 @@ export class UserService {
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 = [];

View File

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

View File

@ -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);
}

View File

@ -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';

View File

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

View File

@ -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';

View File

@ -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';

View File

@ -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';

View File

@ -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';

View File

@ -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';

View File

@ -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';

View File

@ -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';

View File

@ -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';

View File

@ -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';

View File

@ -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

View File

@ -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;
}
}
}

View File

@ -183,10 +183,10 @@ 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 +246,12 @@ 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[`${this.baseCurrency}GBp`] = {
...response[symbol],
currency: 'GBp',
marketPrice: new Big(response[symbol].marketPrice)
@ -256,11 +259,11 @@ export class YahooFinanceService implements DataProviderInterface {
.toNumber()
};
} else if (
symbol === 'USDILS' &&
yahooFinanceSymbols.includes('USDILA=X')
symbol === `${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 +273,9 @@ 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(),

View File

@ -99,10 +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}`] =
@ -126,9 +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;
@ -166,21 +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'],

View File

@ -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
*/

View File

@ -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 {}

View File

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

View File

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

View File

@ -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,

View File

@ -92,7 +92,6 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
if (
params['assetProfileDialog'] &&
params['dataSource'] &&
params['dateOfFirstActivity'] &&
params['symbol']
) {
this.openAssetProfileDialog({
@ -170,12 +169,16 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
dateOfFirstActivity,
symbol
}: UniqueAsset & { dateOfFirstActivity: string }) {
try {
dateOfFirstActivity = format(parseISO(dateOfFirstActivity), DATE_FORMAT);
} catch {}
this.router.navigate([], {
queryParams: {
dateOfFirstActivity,
dataSource,
symbol,
assetProfileDialog: true,
dateOfFirstActivity: format(parseISO(dateOfFirstActivity), DATE_FORMAT)
assetProfileDialog: true
}
});
}

View File

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

View File

@ -0,0 +1,51 @@
<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>Benchmarks</span>
<sup i18n>Beta</sup>
<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" color="accent">
<mat-label i18n>Compare with...</mat-label>
<mat-select
name="benchmark"
[value]="benchmark"
(selectionChange)="onChangeBenchmark($event.value)"
>
<mat-option
*ngFor="let symbolProfile of benchmarks"
[value]="symbolProfile.id"
>{{ symbolProfile.name }}</mat-option
>
</mat-select>
</mat-form-field>
</div>
</div>
<div *ngIf="user.settings.viewMode !== 'ZEN'" class="mb-3 text-center">
<gf-toggle
[defaultValue]="user?.settings?.dateRange"
[isLoading]="isLoading"
[options]="dateRangeOptions"
(change)="onChangeDateRange($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>

View File

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

View File

@ -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'
};
}
}

View File

@ -0,0 +1,22 @@
import { CommonModule } from '@angular/common';
import { NgModule } from '@angular/core';
import { FormsModule, ReactiveFormsModule } from '@angular/forms';
import { MatSelectModule } from '@angular/material/select';
import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { BenchmarkComparatorComponent } from './benchmark-comparator.component';
@NgModule({
declarations: [BenchmarkComparatorComponent],
exports: [BenchmarkComparatorComponent],
imports: [
CommonModule,
FormsModule,
GfToggleModule,
MatSelectModule,
NgxSkeletonLoaderModule,
ReactiveFormsModule
]
})
export class GfBenchmarkComparatorModule {}

View File

@ -1,13 +1,23 @@
<div class="align-items-center d-flex flex-row">
<div class="h2 mb-0 mr-2">{{ fearAndGreedIndexEmoji }}</div>
<div>
<div class="h4 mb-0">
<span class="mr-2">{{ fearAndGreedIndexText }}</span>
<small class="text-muted"
><strong>{{ fearAndGreedIndex }}</strong
>/100</small
>
<div class="position-relative">
<div class="align-items-center d-flex flex-row" [hidden]="!fearAndGreedIndex">
<div class="h2 mb-0 mr-2">{{ fearAndGreedIndexEmoji }}</div>
<div>
<div class="h4 mb-0">
<span class="mr-2">{{ fearAndGreedIndexText }}</span>
<small class="text-muted"
><strong>{{ fearAndGreedIndex }}</strong
>/100</small
>
</div>
<small class="d-block" i18n>Current Market Mood</small>
</div>
<small class="d-block" i18n>Current Market Mood</small>
</div>
<ngx-skeleton-loader
*ngIf="!fearAndGreedIndex"
animation="pulse"
class="position-absolute w-100"
[theme]="{
height: '100%'
}"
></ngx-skeleton-loader>
</div>

View File

@ -1,3 +1,8 @@
:host {
display: block;
ngx-skeleton-loader {
bottom: 0;
top: 0;
}
}

View File

@ -1,11 +1,12 @@
import { CommonModule } from '@angular/common';
import { NgModule } from '@angular/core';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { FearAndGreedIndexComponent } from './fear-and-greed-index.component';
@NgModule({
declarations: [FearAndGreedIndexComponent],
exports: [FearAndGreedIndexComponent],
imports: [CommonModule]
imports: [CommonModule, NgxSkeletonLoaderModule]
})
export class GfFearAndGreedIndexModule {}

View File

@ -5,10 +5,6 @@ import { PositionDetailDialog } from '@ghostfolio/client/components/position/pos
import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component';
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import {
RANGE,
SettingsStorageService
} from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { Position, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@ -26,7 +22,6 @@ import { PositionDetailDialogParams } from '../position/position-detail-dialog/i
templateUrl: './home-holdings.html'
})
export class HomeHoldingsComponent implements OnDestroy, OnInit {
public dateRange: DateRange;
public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
public deviceType: string;
public hasImpersonationId: boolean;
@ -44,7 +39,6 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
private impersonationStorageService: ImpersonationStorageService,
private route: ActivatedRoute,
private router: Router,
private settingsStorageService: SettingsStorageService,
private userService: UserService
) {
this.route.queryParams
@ -73,7 +67,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
permissions.createOrder
);
this.changeDetectorRef.markForCheck();
this.update();
}
});
}
@ -88,18 +82,25 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
this.hasImpersonationId = !!aId;
});
this.dateRange =
this.user.settings.viewMode === 'ZEN'
? 'max'
: <DateRange>this.settingsStorageService.getSetting(RANGE) ?? 'max';
this.update();
}
public onChangeDateRange(aDateRange: DateRange) {
this.dateRange = aDateRange;
this.settingsStorageService.setSetting(RANGE, this.dateRange);
this.update();
public onChangeDateRange(dateRange: DateRange) {
this.dataService
.putUserSetting({ dateRange })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
}
public ngOnDestroy() {
@ -151,7 +152,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
this.positions = undefined;
this.dataService
.fetchPositions({ range: this.dateRange })
.fetchPositions({ range: this.user?.settings?.dateRange })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((response) => {
this.positions = response.positions;

View File

@ -1,7 +1,7 @@
<div class="container justify-content-center p-3">
<div *ngIf="user.settings.viewMode !== 'ZEN'" class="mb-3 text-center">
<gf-toggle
[defaultValue]="dateRange"
[defaultValue]="user?.settings?.dateRange"
[isLoading]="positions === undefined"
[options]="dateRangeOptions"
(change)="onChangeDateRange($event.value)"
@ -17,7 +17,7 @@
[hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
[locale]="user?.settings?.locale"
[positions]="positions"
[range]="dateRange"
[range]="user?.settings?.dateRange"
></gf-positions>
</mat-card-content>
</mat-card>

View File

@ -20,7 +20,6 @@
<gf-fear-and-greed-index
class="d-flex justify-content-center"
[fearAndGreedIndex]="fearAndGreedIndex"
[hidden]="isLoading"
></gf-fear-and-greed-index>
</div>
</div>

View File

@ -2,19 +2,15 @@ import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component';
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import {
RANGE,
SettingsStorageService
} from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import {
LineChartItem,
PortfolioPerformance,
UniqueAsset,
User
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { DateRange } from '@ghostfolio/common/types';
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -25,7 +21,6 @@ import { takeUntil } from 'rxjs/operators';
templateUrl: './home-overview.html'
})
export class HomeOverviewComponent implements OnDestroy, OnInit {
public dateRange: DateRange;
public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
public deviceType: string;
public errors: UniqueAsset[];
@ -47,7 +42,6 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
private dataService: DataService,
private deviceService: DeviceDetectorService,
private impersonationStorageService: ImpersonationStorageService,
private settingsStorageService: SettingsStorageService,
private userService: UserService
) {
this.userService.stateChanged
@ -61,7 +55,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
permissions.createOrder
);
this.changeDetectorRef.markForCheck();
this.update();
}
});
}
@ -78,11 +72,6 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
this.changeDetectorRef.markForCheck();
});
this.dateRange =
this.user.settings.viewMode === 'ZEN'
? 'max'
: <DateRange>this.settingsStorageService.getSetting(RANGE) ?? 'max';
this.showDetails =
!this.hasImpersonationId &&
!this.user.settings.isRestrictedView &&
@ -91,10 +80,22 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
this.update();
}
public onChangeDateRange(aDateRange: DateRange) {
this.dateRange = aDateRange;
this.settingsStorageService.setSetting(RANGE, this.dateRange);
this.update();
public onChangeDateRange(dateRange: DateRange) {
this.dataService
.putUserSetting({ dateRange })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
}
public ngOnDestroy() {
@ -106,7 +107,10 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
this.isLoadingPerformance = true;
this.dataService
.fetchChart({ range: this.dateRange })
.fetchChart({
range: this.user?.settings?.dateRange,
version: this.user?.settings?.isExperimentalFeatures ? 2 : 1
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((chartData) => {
this.historicalDataItems = chartData.chart.map((chartDataItem) => {
@ -122,7 +126,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
});
this.dataService
.fetchPortfolioPerformance({ range: this.dateRange })
.fetchPortfolioPerformance({ range: this.user?.settings?.dateRange })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((response) => {
this.errors = response.errors;

View File

@ -15,7 +15,7 @@
<gf-line-chart
class="position-absolute"
symbol="Performance"
[currency]="user?.settings?.baseCurrency"
[currency]="user?.settings?.isExperimentalFeatures ? undefined : user?.settings?.baseCurrency"
[historicalDataItems]="historicalDataItems"
[hidden]="historicalDataItems?.length === 0"
[locale]="user?.settings?.locale"
@ -24,6 +24,7 @@
[showLoader]="false"
[showXAxis]="false"
[showYAxis]="false"
[unit]="user?.settings?.isExperimentalFeatures ? '%' : undefined"
></gf-line-chart>
</div>
</div>
@ -45,7 +46,7 @@
></gf-portfolio-performance>
<div *ngIf="showDetails" class="text-center">
<gf-toggle
[defaultValue]="dateRange"
[defaultValue]="user?.settings?.dateRange"
[isLoading]="isLoadingPerformance"
[options]="dateRangeOptions"
(change)="onChangeDateRange($event.value)"

View File

@ -38,7 +38,7 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
permissions.updateUserSettings
);
this.changeDetectorRef.markForCheck();
this.update();
}
});
}
@ -59,7 +59,16 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
.putUserSetting({ emergencyFund })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.update();
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
}

View File

@ -57,6 +57,8 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
public chart: Chart;
public isLoading = true;
private data: InvestmentItem[];
public constructor() {
Chart.register(
annotationPlugin,
@ -87,10 +89,13 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
private initialize() {
this.isLoading = true;
if (!this.groupBy && this.investments?.length > 0) {
// Create a clone
this.data = this.investments.map((a) => Object.assign({}, a));
if (!this.groupBy && this.data?.length > 0) {
// Extend chart by 5% of days in market (before)
const firstItem = this.investments[0];
this.investments.unshift({
const firstItem = this.data[0];
this.data.unshift({
...firstItem,
date: subDays(
parseISO(firstItem.date),
@ -100,8 +105,8 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
});
// Extend chart by 5% of days in market (after)
const lastItem = this.investments[this.investments.length - 1];
this.investments.push({
const lastItem = this.data[this.data.length - 1];
this.data.push({
...lastItem,
date: addDays(
parseDate(lastItem.date),
@ -111,7 +116,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
}
const data = {
labels: this.investments.map((investmentItem) => {
labels: this.data.map((investmentItem) => {
return investmentItem.date;
}),
datasets: [
@ -119,8 +124,10 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
borderColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
borderWidth: this.groupBy ? 0 : 2,
data: this.investments.map((position) => {
return position.investment;
data: this.data.map((position) => {
return this.isInPercent
? position.investment * 100
: position.investment;
}),
label: $localize`Deposit`,
segment: {
@ -249,10 +256,11 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
private getTooltipPluginConfiguration() {
return {
...getTooltipOptions(
this.isInPercent ? undefined : this.currency,
this.isInPercent ? undefined : this.locale
),
...getTooltipOptions({
currency: this.isInPercent ? undefined : this.currency,
locale: this.isInPercent ? undefined : this.locale,
unit: this.isInPercent ? '%' : undefined
}),
mode: 'index',
position: <unknown>'top',
xAlign: 'center',

View File

@ -9,9 +9,11 @@ import {
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { DataService } from '@ghostfolio/client/services/data.service';
import { DATE_FORMAT, downloadAsFile } from '@ghostfolio/common/helper';
import { EnhancedSymbolProfile } from '@ghostfolio/common/interfaces';
import {
EnhancedSymbolProfile,
LineChartItem
} from '@ghostfolio/common/interfaces';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
import { Tag } from '@prisma/client';
import { format, isSameMonth, isToday, parseISO } from 'date-fns';
import { Subject } from 'rxjs';

View File

@ -7,7 +7,6 @@ import {
} from '@angular/router';
import { SettingsStorageService } from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { ViewMode } from '@prisma/client';
import { EMPTY } from 'rxjs';
import { catchError } from 'rxjs/operators';
@ -80,13 +79,13 @@ export class AuthGuard implements CanActivate {
return;
} else if (
state.url.startsWith('/home') &&
user.settings.viewMode === ViewMode.ZEN
user.settings.viewMode === 'ZEN'
) {
this.router.navigate(['/zen']);
resolve(false);
return;
} else if (state.url.startsWith('/start')) {
if (user.settings.viewMode === ViewMode.ZEN) {
if (user.settings.viewMode === 'ZEN') {
this.router.navigate(['/zen']);
} else {
this.router.navigate(['/home']);
@ -96,7 +95,7 @@ export class AuthGuard implements CanActivate {
return;
} else if (
state.url.startsWith('/zen') &&
user.settings.viewMode === ViewMode.DEFAULT
user.settings.viewMode === 'DEFAULT'
) {
this.router.navigate(['/home']);
resolve(false);

View File

@ -108,7 +108,6 @@
<div class="row">
<div class="col-xs-12 col-md-4 my-2">
<gf-value
i18n
size="large"
subLabel="(Last 24 hours)"
[value]="statistics?.activeUsers1d ?? '-'"
@ -117,7 +116,6 @@
</div>
<div class="col-xs-12 col-md-4 my-2">
<gf-value
i18n
size="large"
subLabel="(Last 30 days)"
[value]="statistics?.newUsers30d ?? '-'"
@ -126,7 +124,6 @@
</div>
<div class="col-xs-12 col-md-4 my-2">
<gf-value
i18n
size="large"
subLabel="(Last 30 days)"
[value]="statistics?.activeUsers30d ?? '-'"
@ -139,7 +136,6 @@
href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
>
<gf-value
i18n
size="large"
[value]="statistics?.slackCommunityUsers ?? '-'"
>Users in Slack community</gf-value
@ -152,7 +148,6 @@
href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
>
<gf-value
i18n
size="large"
[value]="statistics?.gitHubContributors ?? '-'"
>Contributors on GitHub</gf-value
@ -165,7 +160,6 @@
href="https://github.com/ghostfolio/ghostfolio/stargazers"
>
<gf-value
i18n
size="large"
[value]="statistics?.gitHubStargazers ?? '-'"
>Stars on GitHub</gf-value

View File

@ -54,7 +54,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
public hasPermissionToUpdateViewMode: boolean;
public hasPermissionToUpdateUserSettings: boolean;
public language = document.documentElement.lang;
public locales = ['de', 'de-CH', 'en-GB', 'en-US'];
public locales = ['de', 'de-CH', 'en-GB', 'en-US', 'it'];
public price: number;
public priceId: string;
public snackBarRef: MatSnackBarRef<TextOnlySnackBar>;
@ -175,29 +175,6 @@ export class AccountPageComponent implements OnDestroy, OnInit {
});
}
public onChangeUserSettings(aKey: string, aValue: string) {
const settings = { ...this.user.settings, [aKey]: aValue };
this.dataService
.putUserSettings({
baseCurrency: settings?.baseCurrency,
viewMode: settings?.viewMode
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
}
public onCheckout() {
this.dataService
.createCheckoutSession({ couponId: this.couponId, priceId: this.priceId })
@ -226,6 +203,24 @@ export class AccountPageComponent implements OnDestroy, OnInit {
});
}
public onExperimentalFeaturesChange(aEvent: MatSlideToggleChange) {
this.dataService
.putUserSetting({ isExperimentalFeatures: aEvent.checked })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
}
public onRedeemCoupon() {
let couponCode = prompt($localize`Please enter your coupon code:`);
couponCode = couponCode?.trim();
@ -249,7 +244,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
)
.subscribe(() => {
this.snackBarRef = this.snackBar.open(
'✅' + $localize`Coupon code has been redeemed`,
'✅ ' + $localize`Coupon code has been redeemed`,
$localize`Reload`,
{
duration: 3000

View File

@ -99,7 +99,7 @@
name="baseCurrency"
[disabled]="!hasPermissionToUpdateUserSettings"
[value]="user.settings.baseCurrency"
(selectionChange)="onChangeUserSettings('baseCurrency', $event.value)"
(selectionChange)="onChangeUserSetting('baseCurrency', $event.value)"
>
<mat-option
*ngFor="let currency of currencies"
@ -119,12 +119,14 @@
<mat-form-field appearance="outline" class="w-100">
<mat-select
name="language"
[disabled]="!hasPermissionToUpdateUserSettings"
[value]="language"
(selectionChange)="onChangeUserSetting('language', $event.value)"
>
<mat-option [value]="null"></mat-option>
<mat-option value="de">Deutsch</mat-option>
<mat-option value="en">English</mat-option>
<mat-option value="it">Italiano</mat-option>
</mat-select>
</mat-form-field>
</div>
@ -165,7 +167,7 @@
name="viewMode"
[disabled]="!hasPermissionToUpdateViewMode"
[value]="user.settings.viewMode"
(selectionChange)="onChangeUserSettings('viewMode', $event.value)"
(selectionChange)="onChangeUserSetting('viewMode', $event.value)"
>
<mat-option value="DEFAULT">Default</mat-option>
<mat-option value="ZEN">Zen</mat-option>
@ -187,6 +189,22 @@
></mat-slide-toggle>
</div>
</div>
<div
*ngIf="hasPermissionToUpdateUserSettings && user?.subscription"
class="align-items-center d-flex mt-4 py-1"
>
<div class="pr-1 w-50">
<div i18n>Experimental Features</div>
</div>
<div class="pl-1 w-50">
<mat-slide-toggle
color="primary"
[checked]="user.settings.isExperimentalFeatures"
[disabled]="!hasPermissionToUpdateUserSettings"
(change)="onExperimentalFeaturesChange($event)"
></mat-slide-toggle>
</div>
</div>
<div class="align-items-center d-flex mt-4 py-1">
<div class="pr-1 w-50" i18n>User ID</div>
<div class="pl-1 w-50">{{ user?.id }}</div>

View File

@ -84,7 +84,7 @@
<div class="flex-nowrap no-gutters row">
<a
class="d-flex w-100"
href="'../en/blog/2022/01/ghostfolio-first-months-in-open-source"
href="../en/blog/2022/01/ghostfolio-first-months-in-open-source"
>
<div class="flex-grow-1">
<div class="h6 m-0 text-truncate">

View File

@ -55,6 +55,28 @@
</div>
</div>
<div class="row my-3">
<div class="col-md-4 my-2">
<mat-card>
<mat-card-title class="text-center">360° View</mat-card-title>
Get the full picture of your personal finances across multiple
platforms.
</mat-card>
</div>
<div class="col-md-4 my-2">
<mat-card>
<mat-card-title class="text-center">Web3 Ready</mat-card-title>
Use Ghostfolio anonymously and own your financial data.
</mat-card>
</div>
<div class="col-md-4 my-2">
<mat-card>
<mat-card-title class="text-center">Open Source</mat-card-title>
Benefit from continuous improvements through a strong community.
</mat-card>
</div>
</div>
<div class="row my-5">
<div class="col-md-6 offset-md-3">
<h2 class="h4 mb-1 text-center">Why <strong>Ghostfolio</strong>?</h2>
@ -133,19 +155,43 @@
</div>
</div>
<div class="row my-5">
<div class="col-md-6 offset-md-3">
<div class="row my-3">
<div class="col-12">
<h2 class="h4 mb-1 text-center">
How does <strong>Ghostfolio</strong> work?
</h2>
<p class="lead mb-3 text-center">Get started in only 3 steps</p>
<ol class="m-0 pl-3">
<li class="mb-2">
Sign up anonymously<br />(no e-mail address nor credit card required)
</li>
<li class="mb-2">Add any of your historical transactions</li>
<li>Get valuable insights of your portfolio composition</li>
</ol>
</div>
<div class="col-md-4 my-2">
<mat-card class="d-flex flex-row h-100">
<div class="flex-grow-1">
<div class="font-weight-bold">Sign up anonymously*</div>
<div class="text-muted">
<small>* no e-mail address nor credit card required</small>
</div>
</div>
<div class="pl-2 text-muted text-right">1</div>
</mat-card>
</div>
<div class="col-md-4 my-2">
<mat-card class="d-flex flex-row h-100">
<div class="flex-grow-1">
<div class="font-weight-bold">
Add any of your historical transactions
</div>
</div>
<div class="pl-2 text-muted text-right">2</div>
</mat-card>
</div>
<div class="col-md-4 my-2">
<mat-card class="d-flex flex-row h-100">
<div class="flex-grow-1">
<div class="font-weight-bold">
Get valuable insights of your portfolio composition
</div>
</div>
<div class="pl-2 text-muted text-right">3</div>
</mat-card>
</div>
</div>

View File

@ -1,6 +1,7 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatCardModule } from '@angular/material/card';
import { RouterModule } from '@angular/router';
import { GfLogoModule } from '@ghostfolio/ui/logo';
@ -14,6 +15,7 @@ import { LandingPageComponent } from './landing-page.component';
GfLogoModule,
LandingPageRoutingModule,
MatButtonModule,
MatCardModule,
RouterModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]

View File

@ -10,6 +10,22 @@
></gf-activities-filter>
</div>
</div>
<div class="row">
<div class="col">
<mat-card class="mb-3">
<mat-card-header>
<mat-card-title i18n>Proportion of Net Worth</mat-card-title>
</mat-card-header>
<mat-card-content>
<mat-progress-bar
mode="determinate"
[title]="(portfolioDetails?.filteredValueInPercentage * 100).toFixed(2) + '%'"
[value]="portfolioDetails?.filteredValueInPercentage * 100"
></mat-progress-bar>
</mat-card-content>
</mat-card>
</div>
</div>
<div class="proportion-charts row">
<div class="col-md-4">
<mat-card class="mb-3">

View File

@ -1,6 +1,7 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatCardModule } from '@angular/material/card';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
import { GfWorldMapChartModule } from '@ghostfolio/client/components/world-map-chart/world-map-chart.module';
import { GfActivitiesFilterModule } from '@ghostfolio/ui/activities-filter/activities-filter.module';
@ -22,7 +23,8 @@ import { AllocationsPageComponent } from './allocations-page.component';
GfToggleModule,
GfWorldMapChartModule,
GfValueModule,
MatCardModule
MatCardModule,
MatProgressBarModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})

View File

@ -28,4 +28,33 @@
}
}
}
.mat-progress-bar {
border-radius: 0.25rem;
height: 0.5rem;
::ng-deep {
.mat-progress-bar-background {
fill: rgb(var(--palette-background-unselected-chip));
}
.mat-progress-bar-buffer {
background-color: rgb(var(--palette-background-unselected-chip));
}
}
}
}
:host-context(.is-dark-theme) {
.mat-progress-bar {
::ng-deep {
.mat-progress-bar-background {
fill: rgb(var(--palette-background-unselected-chip-dark));
}
.mat-progress-bar-buffer {
background-color: rgb(var(--palette-background-unselected-chip-dark));
}
}
}
}

View File

@ -2,9 +2,14 @@ import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { Position, User } from '@ghostfolio/common/interfaces';
import {
HistoricalDataItem,
Position,
User
} from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import { GroupBy, ToggleOption } from '@ghostfolio/common/types';
import { DateRange, GroupBy, ToggleOption } from '@ghostfolio/common/types';
import { SymbolProfile } from '@prisma/client';
import { differenceInDays } from 'date-fns';
import { sortBy } from 'lodash';
import { DeviceDetectorService } from 'ngx-device-detector';
@ -18,17 +23,22 @@ import { takeUntil } from 'rxjs/operators';
templateUrl: './analysis-page.html'
})
export class AnalysisPageComponent implements OnDestroy, OnInit {
public benchmarkDataItems: HistoricalDataItem[] = [];
public benchmarks: Partial<SymbolProfile>[];
public bottom3: Position[];
public daysInMarket: number;
public deviceType: string;
public firstOrderDate: Date;
public hasImpersonationId: boolean;
public investments: InvestmentItem[];
public investmentsByMonth: InvestmentItem[];
public isLoadingBenchmarkComparator: boolean;
public mode: GroupBy;
public modeOptions: ToggleOption[] = [
{ label: $localize`Monthly`, value: 'month' },
{ label: $localize`Accumulating`, value: undefined }
];
public performanceDataItems: HistoricalDataItem[];
public top3: Position[];
public user: User;
@ -40,7 +50,10 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
private deviceService: DeviceDetectorService,
private impersonationStorageService: ImpersonationStorageService,
private userService: UserService
) {}
) {
const { benchmarks } = this.dataService.fetchInfo();
this.benchmarks = benchmarks;
}
public ngOnInit() {
this.deviceType = this.deviceService.getDeviceInfo().deviceType;
@ -52,6 +65,79 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
this.hasImpersonationId = !!aId;
});
this.userService.stateChanged
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((state) => {
if (state?.user) {
this.user = state.user;
this.update();
}
});
}
public onChangeBenchmark(symbolProfileId: string) {
this.dataService
.putUserSetting({ benchmark: symbolProfileId })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
}
public onChangeDateRange(dateRange: DateRange) {
this.dataService
.putUserSetting({ dateRange })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
}
public onChangeGroupBy(aMode: GroupBy) {
this.mode = aMode;
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
private update() {
if (this.user.settings.isExperimentalFeatures) {
this.isLoadingBenchmarkComparator = true;
this.dataService
.fetchChart({ range: this.user?.settings?.dateRange, version: 2 })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ chart }) => {
this.firstOrderDate = new Date(chart?.[0]?.date ?? new Date());
this.performanceDataItems = chart;
this.updateBenchmarkDataItems();
this.changeDetectorRef.markForCheck();
});
}
this.dataService
.fetchInvestments()
.pipe(takeUntil(this.unsubscribeSubject))
@ -91,23 +177,37 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
this.changeDetectorRef.markForCheck();
});
this.userService.stateChanged
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((state) => {
if (state?.user) {
this.user = state.user;
this.changeDetectorRef.markForCheck();
}
private updateBenchmarkDataItems() {
if (this.user.settings.benchmark) {
const { dataSource, symbol } =
this.benchmarks.find(({ id }) => {
return id === this.user.settings.benchmark;
}) ?? {};
this.dataService
.fetchBenchmarkBySymbol({
dataSource,
symbol,
startDate: this.firstOrderDate
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ marketData }) => {
this.benchmarkDataItems = marketData.map(({ date, value }) => {
return {
date,
value
};
});
this.isLoadingBenchmarkComparator = false;
this.changeDetectorRef.markForCheck();
}
});
}
public onChangeGroupBy(aMode: GroupBy) {
this.mode = aMode;
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
});
} else {
this.isLoadingBenchmarkComparator = false;
}
}
}

View File

@ -1,53 +1,24 @@
<div class="container">
<div class="row">
<h3 class="d-flex justify-content-center mb-3" i18n>Analysis</h3>
<div *ngIf="user?.settings?.isExperimentalFeatures" class="mb-5 row">
<div class="col-lg">
<h3 class="d-flex justify-content-center mb-3" i18n>Analysis</h3>
<div class="mb-4">
<div class="align-items-center d-flex mb-4">
<div
class="align-items-center d-flex flex-grow-1 h5 mb-0 text-truncate"
>
<span i18n>Investment Timeline</span>
<gf-premium-indicator
*ngIf="user?.subscription?.type === 'Basic'"
class="ml-1"
></gf-premium-indicator>
</div>
<gf-toggle
class="d-none d-lg-block"
[defaultValue]="mode"
[isLoading]="false"
[options]="modeOptions"
(change)="onChangeGroupBy($event.value)"
></gf-toggle>
</div>
<div class="chart-container">
<gf-investment-chart
class="h-100"
[currency]="user?.settings?.baseCurrency"
[daysInMarket]="daysInMarket"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[investments]="investments"
[locale]="user?.settings?.locale"
[ngClass]="{ 'd-none': mode }"
></gf-investment-chart>
<gf-investment-chart
class="h-100"
groupBy="month"
[currency]="user?.settings?.baseCurrency"
[daysInMarket]="daysInMarket"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[investments]="investmentsByMonth"
[locale]="user?.settings?.locale"
[ngClass]="{ 'd-none': !mode }"
[savingsRate]="(hasImpersonationId || user.settings.isRestrictedView) ? undefined : user?.settings?.savingsRate"
></gf-investment-chart>
</div>
</div>
<gf-benchmark-comparator
class="h-100"
[benchmark]="user?.settings?.benchmark"
[benchmarkDataItems]="benchmarkDataItems"
[benchmarks]="benchmarks"
[daysInMarket]="daysInMarket"
[isLoading]="isLoadingBenchmarkComparator"
[locale]="user?.settings?.locale"
[performanceDataItems]="performanceDataItems"
[user]="user"
(benchmarkChanged)="onChangeBenchmark($event)"
(dateRangeChanged)="onChangeDateRange($event)"
></gf-benchmark-comparator>
</div>
</div>
<div class="row">
<div class="mb-5 row">
<div class="col-md-6">
<mat-card class="mb-3">
<mat-card-header>
@ -124,4 +95,49 @@
</mat-card>
</div>
</div>
<div class="row">
<div class="col-lg">
<div class="align-items-center d-flex mb-4">
<div
class="align-items-center d-flex flex-grow-1 h5 mb-0 text-truncate"
>
<span i18n>Investment Timeline</span>
<gf-premium-indicator
*ngIf="user?.subscription?.type === 'Basic'"
class="ml-1"
></gf-premium-indicator>
</div>
<gf-toggle
class="d-none d-lg-block"
[defaultValue]="mode"
[isLoading]="false"
[options]="modeOptions"
(change)="onChangeGroupBy($event.value)"
></gf-toggle>
</div>
<div class="chart-container">
<gf-investment-chart
class="h-100"
[currency]="user?.settings?.baseCurrency"
[daysInMarket]="daysInMarket"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[investments]="investments"
[locale]="user?.settings?.locale"
[ngClass]="{ 'd-none': mode }"
></gf-investment-chart>
<gf-investment-chart
class="h-100"
groupBy="month"
[currency]="user?.settings?.baseCurrency"
[daysInMarket]="daysInMarket"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[investments]="investmentsByMonth"
[locale]="user?.settings?.locale"
[ngClass]="{ 'd-none': !mode }"
[savingsRate]="(hasImpersonationId || user.settings.isRestrictedView) ? undefined : user?.settings?.savingsRate"
></gf-investment-chart>
</div>
</div>
</div>
</div>

View File

@ -1,6 +1,7 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatCardModule } from '@angular/material/card';
import { GfBenchmarkComparatorModule } from '@ghostfolio/client/components/benchmark-comparator/benchmark-comparator.module';
import { GfInvestmentChartModule } from '@ghostfolio/client/components/investment-chart/investment-chart.module';
import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
@ -15,6 +16,7 @@ import { AnalysisPageComponent } from './analysis-page.component';
imports: [
AnalysisPageRoutingModule,
CommonModule,
GfBenchmarkComparatorModule,
GfInvestmentChartModule,
GfPremiumIndicatorModule,
GfToggleModule,

View File

@ -73,7 +73,18 @@ export class FirePageComponent implements OnDestroy, OnInit {
this.dataService
.putUserSetting({ savingsRate })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {});
.subscribe(() => {
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
}
public ngOnDestroy() {

View File

@ -10,6 +10,15 @@
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.
</p>
<p *ngIf="user?.subscription?.type === 'Basic'">
If you plan to open an account at <i>DEGIRO</i>, <i>frankly</i>,
<i>Interactive Brokers</i>, <i>Swissquote</i>, or <i>VIAC</i>, please
<a href="mailto:hi@ghostfol.io?Subject=Referral link for..."
>contact us</a
>
to use our referral link and get a Ghostfolio Premium membership for
one year.
</p>
<p>
If you prefer to run Ghostfolio on your own infrastructure, please
find the source code and further instructions on

View File

@ -4,9 +4,8 @@ import { Router } from '@angular/router';
import { DataService } from '@ghostfolio/client/services/data.service';
import { InternetIdentityService } from '@ghostfolio/client/services/internet-identity.service';
import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
import { InfoItem } from '@ghostfolio/common/interfaces';
import { InfoItem, LineChartItem } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
import { Role } from '@prisma/client';
import { format } from 'date-fns';
import { DeviceDetectorService } from 'ngx-device-detector';

View File

@ -12,13 +12,14 @@ import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.in
import { SymbolItem } from '@ghostfolio/api/app/symbol/interfaces/symbol-item.interface';
import { UserItem } from '@ghostfolio/api/app/user/interfaces/user-item.interface';
import { UpdateUserSettingDto } from '@ghostfolio/api/app/user/update-user-setting.dto';
import { UpdateUserSettingsDto } from '@ghostfolio/api/app/user/update-user-settings.dto';
import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import {
Access,
Accounts,
AdminData,
AdminMarketData,
BenchmarkMarketDataDetails,
BenchmarkResponse,
Export,
Filter,
@ -31,12 +32,13 @@ import {
PortfolioPublicDetails,
PortfolioReport,
PortfolioSummary,
UniqueAsset,
User
} from '@ghostfolio/common/interfaces';
import { filterGlobalPermissions } from '@ghostfolio/common/permissions';
import { AccountWithValue, DateRange } from '@ghostfolio/common/types';
import { DataSource, Order as OrderModel } from '@prisma/client';
import { parseISO } from 'date-fns';
import { format, parseISO } from 'date-fns';
import { cloneDeep, groupBy } from 'lodash';
import { Observable } from 'rxjs';
import { map } from 'rxjs/operators';
@ -181,12 +183,27 @@ export class DataService {
return this.http.get<Access[]>('/api/v1/access');
}
public fetchBenchmarkBySymbol({
dataSource,
startDate,
symbol
}: {
startDate: Date;
} & UniqueAsset): Observable<BenchmarkMarketDataDetails> {
return this.http.get<BenchmarkMarketDataDetails>(
`/api/v1/benchmark/${dataSource}/${symbol}/${format(
startDate,
DATE_FORMAT
)}`
);
}
public fetchBenchmarks() {
return this.http.get<BenchmarkResponse>('/api/v1/benchmark');
}
public fetchChart({ range }: { range: DateRange }) {
return this.http.get<PortfolioChart>('/api/v1/portfolio/chart', {
public fetchChart({ range, version }: { range: DateRange; version: number }) {
return this.http.get<PortfolioChart>(`/api/v${version}/portfolio/chart`, {
params: { range }
});
}
@ -430,10 +447,6 @@ export class DataService {
return this.http.put<User>(`/api/v1/user/setting`, aData);
}
public putUserSettings(aData: UpdateUserSettingsDto) {
return this.http.put<User>(`/api/v1/user/settings`, aData);
}
public redeemCoupon(couponCode: string) {
return this.http.post('/api/v1/subscription/redeem-coupon', {
couponCode

View File

@ -6,70 +6,70 @@
http://www.sitemaps.org/schemas/sitemap/0.9/sitemap.xsd">
<url>
<loc>https://ghostfol.io</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/blog/2021/07/hallo-ghostfolio</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/about</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/about/changelog</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2021/07/hello-ghostfolio</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/01/ghostfolio-first-months-in-open-source</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/07/ghostfolio-meets-internet-identity</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/07/how-do-i-get-my-finances-in-order</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/08/500-stars-on-github</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/demo</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/faq</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/features</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/markets</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/pricing</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/register</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources</loc>
<lastmod>2022-08-18T00:00:00+00:00</lastmod>
<lastmod>2022-09-01T00:00:00+00:00</lastmod>
</url>
</urlset>

View File

@ -15,7 +15,7 @@
</trans-unit>
<trans-unit id="ccb2a809018b32a96c813ae69126ce05976109ce" datatype="html">
<source>The risk of loss in trading can be substantial. It is not advisable to invest money you may need in the short term.</source>
<target state="translated">Das Ausfallrisiko beim Börsenhandel kann erheblich sein. Es ist nicht ratsam, Geld zu investieren, welches sie kurzfristig benötigen.</target>
<target state="translated">Das Ausfallrisiko beim Börsenhandel kann erheblich sein. Es ist nicht ratsam, Geld zu investieren, welches Sie kurzfristig benötigen.</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/app.component.html</context>
<context context-type="linenumber">55,56</context>
@ -642,7 +642,7 @@
<target state="translated">Aktuelle Marktstimmung</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/fear-and-greed-index/fear-and-greed-index.component.html</context>
<context context-type="linenumber">11</context>
<context context-type="linenumber">12</context>
</context-group>
</trans-unit>
<trans-unit id="e95ae009d0bdb45fcc656e8b65248cf7396080d5" datatype="html">
@ -1031,7 +1031,7 @@
</trans-unit>
<trans-unit id="67251f04518ae452230c68a748b3fa2838b4db74" datatype="html">
<source>Net Worth</source>
<target state="translated">Reinvermögen</target>
<target state="translated">Gesamtvermögen</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
<context context-type="linenumber">179</context>
@ -1058,7 +1058,7 @@
<target state="translated">Bitte gib den Betrag deines Notfallfonds ein:</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.ts</context>
<context context-type="linenumber">48</context>
<context context-type="linenumber">52</context>
</context-group>
</trans-unit>
<trans-unit id="fc61416d48adb7af122b8697e806077eb251fb57" datatype="html">
@ -1262,7 +1262,7 @@
<target state="translated">Bitte gebe deinen Gutscheincode ein:</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
<context context-type="linenumber">230</context>
<context context-type="linenumber">225</context>
</context-group>
</trans-unit>
<trans-unit id="4420880039966769543" datatype="html">
@ -1270,7 +1270,7 @@
<target state="translated">Gutscheincode konnte nicht eingelöst werden</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
<context context-type="linenumber">240</context>
<context context-type="linenumber">235</context>
</context-group>
</trans-unit>
<trans-unit id="4819099731531004979" datatype="html">
@ -1278,7 +1278,7 @@
<target state="translated">Gutscheincode wurde eingelöst</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
<context context-type="linenumber">252</context>
<context context-type="linenumber">247</context>
</context-group>
</trans-unit>
<trans-unit id="7967484035994732534" datatype="html">
@ -1286,7 +1286,7 @@
<target state="translated">Neu laden</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
<context context-type="linenumber">253</context>
<context context-type="linenumber">248</context>
</context-group>
</trans-unit>
<trans-unit id="7963559562180316948" datatype="html">
@ -1294,7 +1294,7 @@
<target state="translated">Möchtest du diese Anmeldemethode wirklich löschen?</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
<context context-type="linenumber">299</context>
<context context-type="linenumber">294</context>
</context-group>
</trans-unit>
<trans-unit id="29881a45dafbe5aa05cd9d0441a4c0c2fb06df92" datatype="html">
@ -1323,7 +1323,7 @@
</trans-unit>
<trans-unit id="f147d0f7f965cccee2e77294cba8e1b88021fa08" datatype="html">
<source>Upgrade</source>
<target state="new">Upgrade</target>
<target state="translated">Upgrade</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">37</context>
@ -1379,10 +1379,10 @@
</trans-unit>
<trans-unit id="6b939b00e8481ed8aa8a24d8add7a209d7116759" datatype="html">
<source>Locale</source>
<target state="new">Locale</target>
<target state="translated">Lokalität</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">134</context>
<context context-type="linenumber">135</context>
</context-group>
</trans-unit>
<trans-unit id="4402006eb2c97591dd8c87a5bd8f721fe9e4dc00" datatype="html">
@ -1390,7 +1390,7 @@
<target state="translated">Datums- und Zahlenformat</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">136</context>
<context context-type="linenumber">137</context>
</context-group>
</trans-unit>
<trans-unit id="234d001ccf20d47ac6a2846bb029eebb61444d15" datatype="html">
@ -1398,7 +1398,7 @@
<target state="translated">Ansicht</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">159</context>
<context context-type="linenumber">160</context>
</context-group>
</trans-unit>
<trans-unit id="9ae348ee3a7319c2fc4794fa8bc425999d355f8f" datatype="html">
@ -1406,7 +1406,7 @@
<target state="translated">Einloggen mit Fingerabdruck</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">180</context>
<context context-type="linenumber">181</context>
</context-group>
</trans-unit>
<trans-unit id="83c4d4d764d2e2725ab8e919ec16ac400e1f290a" datatype="html">
@ -1414,7 +1414,7 @@
<target state="translated">Benutzer ID</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">191</context>
<context context-type="linenumber">208</context>
</context-group>
</trans-unit>
<trans-unit id="9021c579c084e68d9db06a569d76f024111c6c54" datatype="html">
@ -1422,7 +1422,7 @@
<target state="translated">Zugangsberechtigung</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">200</context>
<context context-type="linenumber">217</context>
</context-group>
</trans-unit>
<trans-unit id="5e41f1b4c46ad9e0a9bc83fa36445483aa5cc324" datatype="html">
@ -1618,7 +1618,7 @@
<target state="translated">Nach Konto</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">17</context>
<context context-type="linenumber">33</context>
</context-group>
</trans-unit>
<trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@ -1626,7 +1626,7 @@
<target state="translated">Nach Währung</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">42</context>
<context context-type="linenumber">58</context>
</context-group>
</trans-unit>
<trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@ -1634,7 +1634,7 @@
<target state="translated">Nach Asset Class</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">70</context>
<context context-type="linenumber">86</context>
</context-group>
</trans-unit>
<trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@ -1642,7 +1642,7 @@
<target state="translated">Nach Position</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">98</context>
<context context-type="linenumber">114</context>
</context-group>
</trans-unit>
<trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@ -1650,7 +1650,7 @@
<target state="translated">Nach Sektor</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">126</context>
<context context-type="linenumber">142</context>
</context-group>
</trans-unit>
<trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@ -1658,7 +1658,7 @@
<target state="translated">Nach Kontinent</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">155</context>
<context context-type="linenumber">171</context>
</context-group>
</trans-unit>
<trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@ -1666,7 +1666,7 @@
<target state="translated">Nach Land</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">183</context>
<context context-type="linenumber">199</context>
</context-group>
</trans-unit>
<trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@ -1674,7 +1674,7 @@
<target state="translated">Regionen</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">214</context>
<context context-type="linenumber">230</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@ -1694,7 +1694,7 @@
<target state="translated">Analyse</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
<context context-type="linenumber">4</context>
<context context-type="linenumber">2</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/portfolio-page.html</context>
@ -1706,7 +1706,7 @@
<target state="translated">Zeitstrahl der Investitionen</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
<context context-type="linenumber">10</context>
<context context-type="linenumber">105</context>
</context-group>
</trans-unit>
<trans-unit id="6ae1c94f6bad274424f97e9bc8766242c1577447" datatype="html">
@ -1714,7 +1714,7 @@
<target state="translated">Gewinner</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
<context context-type="linenumber">55</context>
<context context-type="linenumber">26</context>
</context-group>
</trans-unit>
<trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
@ -1722,7 +1722,7 @@
<target state="translated">Verlierer</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
<context context-type="linenumber">91</context>
<context context-type="linenumber">62</context>
</context-group>
</trans-unit>
<trans-unit id="5857197365507636437" datatype="html">
@ -2036,6 +2036,10 @@
<trans-unit id="9201103587777813545" datatype="html">
<source>Portfolio</source>
<target state="translated">Portfolio</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.ts</context>
<context context-type="linenumber">111</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page-routing.module.ts</context>
<context context-type="linenumber">12</context>
@ -2059,7 +2063,7 @@
</trans-unit>
<trans-unit id="a3d148b40a389fda0665eb583c9e434ec5ee1ced" datatype="html">
<source> Ghostfolio empowers you to keep track of your wealth. </source>
<target state="new"/>
<target state="translated">Ghostfolio verschafft Ihnen den Überblick über Ihr Vermögen.</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
<context context-type="linenumber">132,134</context>
@ -2268,6 +2272,10 @@
<trans-unit id="313fcf0f8dac5ff5800a3e6bd67cb1955089ccca" datatype="html">
<source>Beta</source>
<target state="translated">Beta</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.html</context>
<context context-type="linenumber">5</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">116</context>
@ -2410,7 +2418,7 @@
<target state="translated">Entwickelte Länder</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">240</context>
<context context-type="linenumber">256</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@ -2422,7 +2430,7 @@
<target state="translated">Schwellenländer</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">249</context>
<context context-type="linenumber">265</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@ -2434,7 +2442,7 @@
<target state="translated">Andere Länder</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">258</context>
<context context-type="linenumber">274</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@ -2449,50 +2457,6 @@
<context context-type="linenumber">136</context>
</context-group>
</trans-unit>
<trans-unit id="1de491c923555d6422bc6f1146357eb2b47853da" datatype="html">
<source>Active Users</source>
<target state="new">Active Users</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">115</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">133</context>
</context-group>
</trans-unit>
<trans-unit id="8c4cfd77b7b3d7917de13bec98a8a74890f95618" datatype="html">
<source>New Users</source>
<target state="new">New Users</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">124</context>
</context-group>
</trans-unit>
<trans-unit id="c0eb011366e597e23542be386e8bc0d53470b520" datatype="html">
<source>Users in Slack community</source>
<target state="new">Users in Slack community</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">145</context>
</context-group>
</trans-unit>
<trans-unit id="be99161cc904867871ab172df77b736d3b27dfc5" datatype="html">
<source>Contributors on GitHub</source>
<target state="new">Contributors on GitHub</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">158</context>
</context-group>
</trans-unit>
<trans-unit id="8d3932a9eba50bc101c2b8c329e7b4ea033cde97" datatype="html">
<source>Stars on GitHub</source>
<target state="new">Stars on GitHub</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">171</context>
</context-group>
</trans-unit>
<trans-unit id="e34e2478d2d30c9d01758d01b7212411171b9bd5" datatype="html">
<source>Projected Total Amount</source>
<target state="translated">Projizierter Gesamtbetrag</target>
@ -2503,7 +2467,7 @@
</trans-unit>
<trans-unit id="2937311350146031865" datatype="html">
<source>Initial</source>
<target state="new">Beginn</target>
<target state="translated">Beginn</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts</context>
<context context-type="linenumber">57</context>
@ -2522,7 +2486,7 @@
<target state="translated">Monatlich</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts</context>
<context context-type="linenumber">29</context>
<context context-type="linenumber">38</context>
</context-group>
</trans-unit>
<trans-unit id="1975246224413290232" datatype="html">
@ -2530,7 +2494,7 @@
<target state="translated">Aufsummiert</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts</context>
<context context-type="linenumber">30</context>
<context context-type="linenumber">39</context>
</context-group>
</trans-unit>
<trans-unit id="5213771062241898526" datatype="html">
@ -2538,7 +2502,7 @@
<target state="translated">Einlage</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/investment-chart/investment-chart.component.ts</context>
<context context-type="linenumber">125</context>
<context context-type="linenumber">132</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">libs/ui/src/lib/fire-calculator/fire-calculator.component.ts</context>
@ -2555,7 +2519,7 @@
</trans-unit>
<trans-unit id="1054498214311181686" datatype="html">
<source>Savings</source>
<target state="new">Ersparnisse</target>
<target state="translated">Ersparnisse</target>
<context-group purpose="location">
<context context-type="sourcefile">libs/ui/src/lib/fire-calculator/fire-calculator.component.ts</context>
<context context-type="linenumber">296</context>
@ -2598,7 +2562,7 @@
<target state="translated">Filtern nach...</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/admin-market-data/admin-market-data.component.ts</context>
<context context-type="linenumber">129</context>
<context context-type="linenumber">128</context>
</context-group>
</trans-unit>
<trans-unit id="2078421919111943467" datatype="html">
@ -2641,6 +2605,46 @@
<context context-type="linenumber">4,7</context>
</context-group>
</trans-unit>
<trans-unit id="03b120b05e0922e5e830c3466fda9ee0bfbf59e9" datatype="html">
<source>Experimental Features</source>
<target state="translated">Experimentelle Funktionen</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">196</context>
</context-group>
</trans-unit>
<trans-unit id="1b25c6e22f822e07a3e4d5aae4edc5b41fe083c2" datatype="html">
<source>Benchmarks</source>
<target state="translated">Benchmarks</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.html</context>
<context context-type="linenumber">4</context>
</context-group>
</trans-unit>
<trans-unit id="44fcf77e86dc038202ebad6b46d1d833d60d781b" datatype="html">
<source>Compare with...</source>
<target state="translated">Vergleichen mit...</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.html</context>
<context context-type="linenumber">14</context>
</context-group>
</trans-unit>
<trans-unit id="1931353503905413384" datatype="html">
<source>Benchmark</source>
<target state="translated">Benchmark</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.ts</context>
<context context-type="linenumber">120</context>
</context-group>
</trans-unit>
<trans-unit id="4210837540bca56dca96fcc451518659d06ad02a" datatype="html">
<source>Proportion of Net Worth</source>
<target state="translated">Anteil am Gesamtvermögen</target>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">17</context>
</context-group>
</trans-unit>
</body>
</file>
</xliff>

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@ -583,7 +583,7 @@
<source>Current Market Mood</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/fear-and-greed-index/fear-and-greed-index.component.html</context>
<context context-type="linenumber">11</context>
<context context-type="linenumber">12</context>
</context-group>
</trans-unit>
<trans-unit id="e95ae009d0bdb45fcc656e8b65248cf7396080d5" datatype="html">
@ -957,7 +957,7 @@
<source>Please enter the amount of your emergency fund:</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.ts</context>
<context context-type="linenumber">48</context>
<context context-type="linenumber">52</context>
</context-group>
</trans-unit>
<trans-unit id="fc61416d48adb7af122b8697e806077eb251fb57" datatype="html">
@ -1137,35 +1137,35 @@
<source>Please enter your coupon code:</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
<context context-type="linenumber">230</context>
<context context-type="linenumber">225</context>
</context-group>
</trans-unit>
<trans-unit id="4420880039966769543" datatype="html">
<source>Could not redeem coupon code</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
<context context-type="linenumber">240</context>
<context context-type="linenumber">235</context>
</context-group>
</trans-unit>
<trans-unit id="4819099731531004979" datatype="html">
<source>Coupon code has been redeemed</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
<context context-type="linenumber">252</context>
<context context-type="linenumber">247</context>
</context-group>
</trans-unit>
<trans-unit id="7967484035994732534" datatype="html">
<source>Reload</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
<context context-type="linenumber">253</context>
<context context-type="linenumber">248</context>
</context-group>
</trans-unit>
<trans-unit id="7963559562180316948" datatype="html">
<source>Do you really want to remove this sign in method?</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
<context context-type="linenumber">299</context>
<context context-type="linenumber">294</context>
</context-group>
</trans-unit>
<trans-unit id="29881a45dafbe5aa05cd9d0441a4c0c2fb06df92" datatype="html">
@ -1243,42 +1243,42 @@
<source>Locale</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">134</context>
<context context-type="linenumber">135</context>
</context-group>
</trans-unit>
<trans-unit id="4402006eb2c97591dd8c87a5bd8f721fe9e4dc00" datatype="html">
<source>Date and number format</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">136</context>
<context context-type="linenumber">137</context>
</context-group>
</trans-unit>
<trans-unit id="234d001ccf20d47ac6a2846bb029eebb61444d15" datatype="html">
<source>View Mode</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">159</context>
<context context-type="linenumber">160</context>
</context-group>
</trans-unit>
<trans-unit id="9ae348ee3a7319c2fc4794fa8bc425999d355f8f" datatype="html">
<source>Sign in with fingerprint</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">180</context>
<context context-type="linenumber">181</context>
</context-group>
</trans-unit>
<trans-unit id="83c4d4d764d2e2725ab8e919ec16ac400e1f290a" datatype="html">
<source>User ID</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">191</context>
<context context-type="linenumber">208</context>
</context-group>
</trans-unit>
<trans-unit id="9021c579c084e68d9db06a569d76f024111c6c54" datatype="html">
<source>Granted Access</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">200</context>
<context context-type="linenumber">217</context>
</context-group>
</trans-unit>
<trans-unit id="5e41f1b4c46ad9e0a9bc83fa36445483aa5cc324" datatype="html">
@ -1453,56 +1453,56 @@
<source>By Account</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">17</context>
<context context-type="linenumber">33</context>
</context-group>
</trans-unit>
<trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
<source>By Currency</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">42</context>
<context context-type="linenumber">58</context>
</context-group>
</trans-unit>
<trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
<source>By Asset Class</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">70</context>
<context context-type="linenumber">86</context>
</context-group>
</trans-unit>
<trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
<source>By Holding</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">98</context>
<context context-type="linenumber">114</context>
</context-group>
</trans-unit>
<trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
<source>By Sector</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">126</context>
<context context-type="linenumber">142</context>
</context-group>
</trans-unit>
<trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
<source>By Continent</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">155</context>
<context context-type="linenumber">171</context>
</context-group>
</trans-unit>
<trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
<source>By Country</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">183</context>
<context context-type="linenumber">199</context>
</context-group>
</trans-unit>
<trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
<source>Regions</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">214</context>
<context context-type="linenumber">230</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@ -1520,7 +1520,7 @@
<source>Analysis</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
<context context-type="linenumber">4</context>
<context context-type="linenumber">2</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/portfolio-page.html</context>
@ -1531,21 +1531,21 @@
<source>Investment Timeline</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
<context context-type="linenumber">10</context>
<context context-type="linenumber">105</context>
</context-group>
</trans-unit>
<trans-unit id="6ae1c94f6bad274424f97e9bc8766242c1577447" datatype="html">
<source>Top</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
<context context-type="linenumber">55</context>
<context context-type="linenumber">26</context>
</context-group>
</trans-unit>
<trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
<source>Bottom</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
<context context-type="linenumber">91</context>
<context context-type="linenumber">62</context>
</context-group>
</trans-unit>
<trans-unit id="5857197365507636437" datatype="html">
@ -1824,6 +1824,10 @@
</trans-unit>
<trans-unit id="9201103587777813545" datatype="html">
<source>Portfolio</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.ts</context>
<context context-type="linenumber">111</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page-routing.module.ts</context>
<context context-type="linenumber">12</context>
@ -2027,6 +2031,10 @@
</trans-unit>
<trans-unit id="313fcf0f8dac5ff5800a3e6bd67cb1955089ccca" datatype="html">
<source>Beta</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.html</context>
<context context-type="linenumber">5</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">116</context>
@ -2096,7 +2104,7 @@
<source>Developed Markets</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">240</context>
<context context-type="linenumber">256</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@ -2136,7 +2144,7 @@
<source>Other Markets</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">258</context>
<context context-type="linenumber">274</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@ -2147,7 +2155,7 @@
<source>Emerging Markets</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">249</context>
<context context-type="linenumber">265</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@ -2189,45 +2197,6 @@
<context context-type="linenumber">136</context>
</context-group>
</trans-unit>
<trans-unit id="1de491c923555d6422bc6f1146357eb2b47853da" datatype="html">
<source>Active Users</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">115</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">133</context>
</context-group>
</trans-unit>
<trans-unit id="8c4cfd77b7b3d7917de13bec98a8a74890f95618" datatype="html">
<source>New Users</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">124</context>
</context-group>
</trans-unit>
<trans-unit id="8d3932a9eba50bc101c2b8c329e7b4ea033cde97" datatype="html">
<source>Stars on GitHub</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">171</context>
</context-group>
</trans-unit>
<trans-unit id="be99161cc904867871ab172df77b736d3b27dfc5" datatype="html">
<source>Contributors on GitHub</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">158</context>
</context-group>
</trans-unit>
<trans-unit id="c0eb011366e597e23542be386e8bc0d53470b520" datatype="html">
<source>Users in Slack community</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
<context context-type="linenumber">145</context>
</context-group>
</trans-unit>
<trans-unit id="e34e2478d2d30c9d01758d01b7212411171b9bd5" datatype="html">
<source>Projected Total Amount</source>
<context-group purpose="location">
@ -2246,7 +2215,7 @@
<source>Accumulating</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts</context>
<context context-type="linenumber">30</context>
<context context-type="linenumber">39</context>
</context-group>
</trans-unit>
<trans-unit id="2937311350146031865" datatype="html">
@ -2267,7 +2236,7 @@
<source>Deposit</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/investment-chart/investment-chart.component.ts</context>
<context context-type="linenumber">125</context>
<context context-type="linenumber">132</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">libs/ui/src/lib/fire-calculator/fire-calculator.component.ts</context>
@ -2285,7 +2254,7 @@
<source>Monthly</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts</context>
<context context-type="linenumber">29</context>
<context context-type="linenumber">38</context>
</context-group>
</trans-unit>
<trans-unit id="8511b16abcf065252b350d64e337ba2447db3ffb" datatype="html">
@ -2331,7 +2300,7 @@
<source>Filter by...</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/admin-market-data/admin-market-data.component.ts</context>
<context context-type="linenumber">129</context>
<context context-type="linenumber">128</context>
</context-group>
</trans-unit>
<trans-unit id="303469635941752458" datatype="html">
@ -2359,6 +2328,41 @@
<context context-type="linenumber">6</context>
</context-group>
</trans-unit>
<trans-unit id="03b120b05e0922e5e830c3466fda9ee0bfbf59e9" datatype="html">
<source>Experimental Features</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
<context context-type="linenumber">196</context>
</context-group>
</trans-unit>
<trans-unit id="1931353503905413384" datatype="html">
<source>Benchmark</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.ts</context>
<context context-type="linenumber">120</context>
</context-group>
</trans-unit>
<trans-unit id="1b25c6e22f822e07a3e4d5aae4edc5b41fe083c2" datatype="html">
<source>Benchmarks</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.html</context>
<context context-type="linenumber">4</context>
</context-group>
</trans-unit>
<trans-unit id="44fcf77e86dc038202ebad6b46d1d833d60d781b" datatype="html">
<source>Compare with...</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.html</context>
<context context-type="linenumber">14</context>
</context-group>
</trans-unit>
<trans-unit id="4210837540bca56dca96fcc451518659d06ad02a" datatype="html">
<source>Proportion of Net Worth</source>
<context-group purpose="location">
<context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
<context context-type="linenumber">17</context>
</context-group>
</trans-unit>
</body>
</file>
</xliff>

View File

@ -6,6 +6,7 @@ services:
- ../.env
environment:
DATABASE_URL: postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@postgres:5432/${POSTGRES_DB}?sslmode=prefer
NODE_ENV: production
REDIS_HOST: 'redis'
REDIS_PASSWORD: ${REDIS_PASSWORD}
ports:

View File

@ -6,6 +6,7 @@ services:
- ../.env
environment:
DATABASE_URL: postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@postgres:5432/${POSTGRES_DB}?sslmode=prefer
NODE_ENV: production
REDIS_HOST: 'redis'
REDIS_PASSWORD: ${REDIS_PASSWORD}
ports:

View File

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

View File

@ -2,7 +2,15 @@ import { Chart, TooltipPosition } from 'chart.js';
import { getBackgroundColor, getTextColor } from './helper';
export function getTooltipOptions(currency = '', locale = '') {
export function getTooltipOptions({
currency = '',
locale = '',
unit = ''
}: {
currency?: string;
locale?: string;
unit?: string;
} = {}) {
return {
backgroundColor: getBackgroundColor(),
bodyColor: `rgb(${getTextColor()})`,
@ -20,6 +28,8 @@ export function getTooltipOptions(currency = '', locale = '') {
maximumFractionDigits: 2,
minimumFractionDigits: 2
})} ${currency}`;
} else if (unit) {
label += `${context.parsed.y.toFixed(2)} ${unit}`;
} else {
label += context.parsed.y.toFixed(2);
}

View File

@ -67,6 +67,8 @@ export const GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS: JobOptions = {
}
};
export const MAX_CHART_ITEMS = 365;
export const PROPERTY_BENCHMARKS = 'BENCHMARKS';
export const PROPERTY_COUPONS = 'COUPONS';
export const PROPERTY_CURRENCIES = 'CURRENCIES';

View File

@ -1,11 +1,13 @@
import * as currencies from '@dinero.js/currencies';
import { DataSource } from '@prisma/client';
import { getDate, getMonth, getYear, parse, subDays } from 'date-fns';
import { de } from 'date-fns/locale';
import { de, it } from 'date-fns/locale';
import { ghostfolioScraperApiSymbolPrefix, locale } from './config';
import { Benchmark } from './interfaces';
const NUMERIC_REGEXP = /[-]{0,1}[\d]*[.,]{0,1}[\d]+/g;
export function capitalize(aString: string) {
return aString.charAt(0).toUpperCase() + aString.slice(1).toLowerCase();
}
@ -40,7 +42,20 @@ export function downloadAsFile({
}
export function encodeDataSource(aDataSource: DataSource) {
return Buffer.from(aDataSource, 'utf-8').toString('hex');
if (aDataSource) {
return Buffer.from(aDataSource, 'utf-8').toString('hex');
}
return undefined;
}
export function extractNumberFromString(aString: string): number {
try {
const [numberString] = aString.match(NUMERIC_REGEXP);
return parseFloat(numberString.trim());
} catch {
return undefined;
}
}
export function getBackgroundColor() {
@ -60,6 +75,8 @@ export function getCssVariable(aCssVariable: string) {
export function getDateFnsLocale(aLanguageCode: string) {
if (aLanguageCode === 'de') {
return de;
} else if (aLanguageCode === 'it') {
return it;
}
return undefined;

View File

@ -0,0 +1,5 @@
import { LineChartItem } from './line-chart-item.interface';
export interface BenchmarkMarketDataDetails {
marketData: LineChartItem[];
}

View File

@ -7,6 +7,7 @@ import {
AdminMarketData,
AdminMarketDataItem
} from './admin-market-data.interface';
import { BenchmarkMarketDataDetails } from './benchmark-market-data-details.interface';
import { Benchmark } from './benchmark.interface';
import { Coupon } from './coupon.interface';
import { EnhancedSymbolProfile } from './enhanced-symbol-profile.interface';
@ -15,6 +16,7 @@ import { FilterGroup } from './filter-group.interface';
import { Filter } from './filter.interface';
import { HistoricalDataItem } from './historical-data-item.interface';
import { InfoItem } from './info-item.interface';
import { LineChartItem } from './line-chart-item.interface';
import { PortfolioChart } from './portfolio-chart.interface';
import { PortfolioDetails } from './portfolio-details.interface';
import { PortfolioInvestments } from './portfolio-investments.interface';
@ -47,6 +49,7 @@ export {
AdminMarketDataDetails,
AdminMarketDataItem,
Benchmark,
BenchmarkMarketDataDetails,
BenchmarkResponse,
Coupon,
EnhancedSymbolProfile,
@ -55,6 +58,7 @@ export {
FilterGroup,
HistoricalDataItem,
InfoItem,
LineChartItem,
OAuthResponse,
PortfolioChart,
PortfolioDetails,

View File

@ -1,10 +1,11 @@
import { Tag } from '@prisma/client';
import { SymbolProfile, Tag } from '@prisma/client';
import { Statistics } from './statistics.interface';
import { Subscription } from './subscription.interface';
export interface InfoItem {
baseCurrency: string;
benchmarks: Partial<SymbolProfile>[];
currencies: string[];
demoAuthToken: string;
fearAndGreedDataSource?: string;

View File

@ -10,5 +10,8 @@ export interface PortfolioDetails {
original: number;
};
};
filteredValueInBaseCurrency?: number;
filteredValueInPercentage: number;
holdings: { [symbol: string]: PortfolioPosition };
totalValueInBaseCurrency?: number;
}

View File

@ -1,9 +1,13 @@
import { ViewMode } from '@prisma/client';
import { DateRange, ViewMode } from '@ghostfolio/common/types';
export interface UserSettings {
baseCurrency?: string;
benchmark?: string;
dateRange?: DateRange;
emergencyFund?: number;
isExperimentalFeatures?: boolean;
isRestrictedView?: boolean;
language?: string;
locale: string;
locale?: string;
viewMode?: ViewMode;
}

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