Release 1.200.0 (#1307)

* Add pulls on Docker Hub to statistics

* Add statistics to landing page

* Update changelog

.github/ISSUE_TEMPLATE/bug_report.md

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

CHANGELOG.md

@@ -5,7 +5,154 @@ 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).
 
-## 1.186.1 - 03.09.2022
+## 1.200.0 - 01.10.2022
+
+### Added
+
+- Added a mini statistics section to the landing page including pulls on _Docker Hub_
+- Added an _As seen in_ section to the landing page
+- Added support for an icon in the value component
+
+### Changed
+
+- Upgraded `prisma` from version `4.1.1` to `4.4.0`
+
+## 1.199.1 - 27.09.2022
+
+### Added
+
+- Set up the language localization for Español (`es`)
+- Added support for sectors in mutual funds
+
+## 1.198.0 - 25.09.2022
+
+### Added
+
+- Added support to exclude an account from analysis
+- Set up the language localization for Nederlands (`nl`)
+
+## 1.197.0 - 24.09.2022
+
+### Added
+
+- Added the value of the active filter in percentage on the allocations page
+- Extended the feature overview page by multi-language support (English, German, Italian)
+
+### Changed
+
+- Combined the performance and chart calculation
+- Improved the style of various selectors (density)
+
+## 1.196.0 - 22.09.2022
+
+### Added
+
+- Set up the language localization for Italiano (`it`)
+- Extended the landing page
+
+## 1.195.0 - 20.09.2022
+
+### Changed
+
+- Improved the algorithm of the performance chart calculation
+
+### Fixed
+
+- Improved the chart tooltip of the benchmark comparator
+
+## 1.194.0 - 17.09.2022
+
+### Added
+
+- Added `NODE_ENV: production` to the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`)
+- Visualized the percentage of the active filter on the allocations page
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Respected the end date in the performance chart calculation
+
+### Todo
+
+- Set `NODE_ENV: production` as in [docker-compose.yml](https://github.com/ghostfolio/ghostfolio/blob/main/docker/docker-compose.yml)
+
+## 1.193.0 - 14.09.2022
+
+### Changed
+
+- Sorted the benchmarks by name
+- Extended the pricing page
+
+### Fixed
+
+- Fixed the calculations of the exchange rate service by changing `USD` to the base currency
+- Fixed the missing assets during the local development
+
+## 1.192.0 - 11.09.2022
+
+### Changed
+
+- Simplified the configuration of the benchmarks: `symbolProfileId` instead of `dataSource` and `symbol`
+- Upgraded `yahoo-finance2` from version `2.3.3` to `2.3.6`
+
+### Fixed
+
+- Improved the loading indicator of the benchmark comparator
+- Improved the error handling in the benchmark calculation
+
+## 1.191.0 - 10.09.2022
+
+### Changed
+
+- Removed the `currency` and `viewMode` from the `User` database schema
+
+### Fixed
+
+- Allowed the date range change for the demo user
+
+## 1.190.0 - 10.09.2022
+
+### Added
+
+- Added the date range component to the benchmark comparator
+
+### Changed
+
+- Improved the mobile layout of the benchmark comparator
+- Migrated the date range setting from the locale storage to the user settings
+- Refactored the `currency` and `view mode` in the user settings
+
+## 1.189.0 - 08.09.2022
+
+### Changed
+
+- Distinguished between currency and unit in the chart tooltip
+
+### Fixed
+
+- Fixed the benchmark chart in the benchmark comparator (experimental)
+
+## 1.188.0 - 06.09.2022
+
+### Added
+
+- Added a benchmark comparator (experimental)
+
+### Fixed
+
+- Improved the asset profile details dialog for assets without a (first) activity in the admin control panel
+
+## 1.187.0 - 03.09.2022
+
+### Added
+
+- Supported units in the line chart component
+- Added a new chart calculation engine (experimental)
+
+## 1.186.2 - 03.09.2022
 
 ### Changed
 
@@ -93,7 +240,7 @@ 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

README.md

@@ -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))

angular.json

@@ -136,6 +136,18 @@
               "baseHref": "/en/",
               "localize": ["en"]
             },
+            "development-es": {
+              "baseHref": "/es/",
+              "localize": ["es"]
+            },
+            "development-it": {
+              "baseHref": "/it/",
+              "localize": ["it"]
+            },
+            "development-nl": {
+              "baseHref": "/nl/",
+              "localize": ["nl"]
+            },
             "production": {
               "fileReplacements": [
                 {
@@ -180,6 +192,15 @@
             "development-en": {
               "browserTarget": "client:build:development-en"
             },
+            "development-es": {
+              "browserTarget": "client:build:development-es"
+            },
+            "development-it": {
+              "browserTarget": "client:build:development-it"
+            },
+            "development-nl": {
+              "browserTarget": "client:build:development-nl"
+            },
             "production": {
               "browserTarget": "client:build:production"
             }
@@ -191,7 +212,12 @@
             "browserTarget": "client:build",
             "includeContext": true,
             "outputPath": "src/locales",
-            "targetFiles": ["messages.de.xlf"]
+            "targetFiles": [
+              "messages.de.xlf",
+              "messages.es.xlf",
+              "messages.it.xlf",
+              "messages.nl.xlf"
+            ]
           }
         },
         "lint": {
@@ -214,6 +240,18 @@
           "de": {
             "baseHref": "/de/",
             "translation": "apps/client/src/locales/messages.de.xlf"
+          },
+          "es": {
+            "baseHref": "/es/",
+            "translation": "apps/client/src/locales/messages.es.xlf"
+          },
+          "it": {
+            "baseHref": "/it/",
+            "translation": "apps/client/src/locales/messages.it.xlf"
+          },
+          "nl": {
+            "baseHref": "/nl/",
+            "translation": "apps/client/src/locales/messages.nl.xlf"
           }
         },
         "sourceLocale": "en"

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

@@ -96,7 +96,9 @@ export class AccountController {
 
     let accountsWithAggregations =
       await this.portfolioService.getAccountsWithAggregations(
-        impersonationUserId || this.request.user.id
+        impersonationUserId || this.request.user.id,
+        undefined,
+        true
       );
 
     if (
@@ -139,7 +141,8 @@ export class AccountController {
     let accountsWithAggregations =
       await this.portfolioService.getAccountsWithAggregations(
         impersonationUserId || this.request.user.id,
-        [{ id, type: 'ACCOUNT' }]
+        [{ id, type: 'ACCOUNT' }],
+        true
       );
 
     if (

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

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

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

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

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

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

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

@@ -1,7 +1,18 @@
 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 { BenchmarkResponse } from '@ghostfolio/common/interfaces';
+import {
-import { Controller, Get, UseInterceptors } from '@nestjs/common';
+  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';
 
@@ -17,4 +28,21 @@ export class BenchmarkController {
       benchmarks: await this.benchmarkService.getBenchmarks()
     };
   }
+
+  @Get(':dataSource/:symbol/:startDateString')
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseGuards(AuthGuard('jwt'))
+  public async getBenchmarkMarketDataBySymbol(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('startDateString') startDateString: string,
+    @Param('symbol') symbol: string
+  ): Promise<BenchmarkMarketDataDetails> {
+    const startDate = new Date(startDateString);
+
+    return this.benchmarkService.getMarketDataBySymbol({
+      dataSource,
+      startDate,
+      symbol
+    });
+  }
 }

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

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

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

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

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

@@ -1,12 +1,23 @@
 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 { PROPERTY_BENCHMARKS } from '@ghostfolio/common/config';
+import {
-import { BenchmarkResponse, UniqueAsset } from '@ghostfolio/common/interfaces';
+  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()
@@ -18,9 +29,18 @@ export class BenchmarkService {
     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 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']
   > {
@@ -38,47 +58,43 @@ export class BenchmarkService {
       } catch {}
     }
 
-    const benchmarkAssets: UniqueAsset[] =
+    const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
-      ((await this.propertyService.getByKey(
+
-        PROPERTY_BENCHMARKS
-      )) as UniqueAsset[]) ?? [];
     const promises: Promise<number>[] = [];
 
-    const [quotes, assetProfiles] = await Promise.all([
+    const quotes = await this.dataProviderService.getQuotes(
-      this.dataProviderService.getQuotes(benchmarkAssets),
+      benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
-      this.symbolProfileService.getSymbolProfiles(benchmarkAssets)
+        return { dataSource, symbol };
-    ]);
+      })
+    );
 
-    for (const benchmarkAsset of benchmarkAssets) {
+    for (const { dataSource, symbol } of benchmarkAssetProfiles) {
-      promises.push(this.marketDataService.getMax(benchmarkAsset));
+      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) {
+      if (allTimeHigh && marketPrice) {
-        performancePercentFromAllTimeHigh = new Big(marketPrice)
+        performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
-          .div(allTimeHigh)
+          allTimeHigh,
-          .minus(1);
+          marketPrice
+        );
       }
 
       return {
         marketCondition: this.getMarketCondition(
           performancePercentFromAllTimeHigh
         ),
-        name: assetProfiles.find(({ dataSource, symbol }) => {
+        name: benchmarkAssetProfiles[index].name,
-          return (
-            dataSource === benchmarkAssets[index].dataSource &&
-            symbol === benchmarkAssets[index].symbol
-          );
-        })?.name,
         performances: {
           allTimeHigh: {
-            performancePercent: performancePercentFromAllTimeHigh.toNumber()
+            performancePercent: performancePercentFromAllTimeHigh
           }
         }
       };
@@ -93,7 +109,97 @@ export class BenchmarkService {
     return benchmarks;
   }
 
-  private getMarketCondition(aPerformanceInPercent: Big) {
+  public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
-    return aPerformanceInPercent.lte(-0.2) ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
+    const symbolProfileIds: string[] = (
+      ((await this.propertyService.getByKey(PROPERTY_BENCHMARKS)) as {
+        symbolProfileId: string;
+      }[]) ?? []
+    ).map(({ symbolProfileId }) => {
+      return symbolProfileId;
+    });
+
+    const assetProfiles =
+      await this.symbolProfileService.getSymbolProfilesByIds(symbolProfileIds);
+
+    return assetProfiles
+      .map(({ dataSource, id, name, symbol }) => {
+        return {
+          dataSource,
+          id,
+          name,
+          symbol
+        };
+      })
+      .sort((a, b) => a.name.localeCompare(b.name));
+  }
+
+  public async getMarketDataBySymbol({
+    dataSource,
+    startDate,
+    symbol
+  }: { startDate: Date } & UniqueAsset): Promise<BenchmarkMarketDataDetails> {
+    const [currentSymbolItem, marketDataItems] = await Promise.all([
+      this.symbolService.get({
+        dataGatheringItem: {
+          dataSource,
+          symbol
+        }
+      }),
+      this.marketDataService.marketDataItems({
+        orderBy: {
+          date: 'asc'
+        },
+        where: {
+          dataSource,
+          symbol,
+          date: {
+            gte: startDate
+          }
+        }
+      })
+    ]);
+
+    const step = Math.round(
+      marketDataItems.length / Math.min(marketDataItems.length, MAX_CHART_ITEMS)
+    );
+
+    const marketPriceAtStartDate = marketDataItems?.[0]?.marketPrice ?? 0;
+    const response = {
+      marketData: [
+        ...marketDataItems
+          .filter((marketDataItem, index) => {
+            return index % step === 0;
+          })
+          .map((marketDataItem) => {
+            return {
+              date: format(marketDataItem.date, DATE_FORMAT),
+              value:
+                marketPriceAtStartDate === 0
+                  ? 0
+                  : this.calculateChangeInPercentage(
+                      marketPriceAtStartDate,
+                      marketDataItem.marketPrice
+                    ) * 100
+            };
+          })
+      ]
+    };
+
+    if (currentSymbolItem?.marketPrice) {
+      response.marketData.push({
+        date: format(new Date(), DATE_FORMAT),
+        value:
+          this.calculateChangeInPercentage(
+            marketPriceAtStartDate,
+            currentSymbolItem.marketPrice
+          ) * 100
+      });
+    }
+
+    return response;
+  }
+
+  private getMarketCondition(aPerformanceInPercent: number) {
+    return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
   }
 }

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

@@ -4,22 +4,51 @@ 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(
+  public indexHtmlDe = '';
-    this.getPathOfIndexHtmlFile('de'),
+  public indexHtmlEn = '';
-    'utf8'
+  public indexHtmlEs = '';
-  );
+  public indexHtmlIt = '';
-  public indexHtmlEn = fs.readFileSync(
+  public indexHtmlNl = '';
-    this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
+  public isProduction: boolean;
-    'utf8'
-  );
 
   public constructor(
+    private readonly configService: ConfigService,
     private readonly configurationService: ConfigurationService
-  ) {}
+  ) {
+    const NODE_ENV =
+      this.configService.get<'development' | 'production'>('NODE_ENV') ??
+      'development';
+
+    this.isProduction = NODE_ENV === 'production';
+
+    try {
+      this.indexHtmlDe = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('de'),
+        'utf8'
+      );
+      this.indexHtmlEn = fs.readFileSync(
+        this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
+        'utf8'
+      );
+      this.indexHtmlEs = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('es'),
+        'utf8'
+      );
+      this.indexHtmlIt = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('it'),
+        'utf8'
+      );
+      this.indexHtmlNl = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('nl'),
+        'utf8'
+      );
+    } catch {}
+  }
 
   public use(req: Request, res: Response, next: NextFunction) {
     let featureGraphicPath = 'assets/cover.png';
@@ -31,7 +60,11 @@ 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 +76,33 @@ export class FrontendMiddleware implements NestMiddleware {
           rootUrl: this.configurationService.get('ROOT_URL')
         })
       );
+    } else if (req.path === '/es' || req.path.startsWith('/es/')) {
+      res.send(
+        this.interpolate(this.indexHtmlEs, {
+          featureGraphicPath,
+          languageCode: 'es',
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    } else if (req.path === '/it' || req.path.startsWith('/it/')) {
+      res.send(
+        this.interpolate(this.indexHtmlIt, {
+          featureGraphicPath,
+          languageCode: 'it',
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
+    } else if (req.path === '/nl' || req.path.startsWith('/nl/')) {
+      res.send(
+        this.interpolate(this.indexHtmlNl, {
+          featureGraphicPath,
+          languageCode: 'nl',
+          path: req.path,
+          rootUrl: this.configurationService.get('ROOT_URL')
+        })
+      );
     } else {
       res.send(
         this.interpolate(this.indexHtmlEn, {

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

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

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

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

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

@@ -1,3 +1,4 @@
+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 { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
@@ -31,6 +32,7 @@ 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 jwtService: JwtService,
@@ -108,6 +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(),
@@ -142,6 +145,27 @@ export class InfoService {
     });
   }
 
+  private async countDockerHubPulls(): Promise<number> {
+    try {
+      const get = bent(
+        `https://hub.docker.com/v2/repositories/ghostfolio/ghostfolio`,
+        'GET',
+        'json',
+        200,
+        {
+          'User-Agent': 'request'
+        }
+      );
+
+      const { pull_count } = await get();
+      return pull_count;
+    } catch (error) {
+      Logger.error(error, 'InfoService');
+
+      return undefined;
+    }
+  }
+
   private async countGitHubContributors(): Promise<number> {
     try {
       const get = bent(
@@ -242,6 +266,8 @@ export class InfoService {
     const activeUsers1d = await this.countActiveUsers(1);
     const activeUsers30d = await this.countActiveUsers(30);
     const newUsers30d = await this.countNewUsers(30);
+
+    const dockerHubPulls = await this.countDockerHubPulls();
     const gitHubContributors = await this.countGitHubContributors();
     const gitHubStargazers = await this.countGitHubStargazers();
     const slackCommunityUsers = await this.countSlackCommunityUsers();
@@ -249,6 +275,7 @@ export class InfoService {
     statistics = {
       activeUsers1d,
       activeUsers30d,
+      dockerHubPulls,
       gitHubContributors,
       gitHubStargazers,
       newUsers30d,

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

@@ -103,13 +103,14 @@ 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,
       userCurrency,
       includeDrafts: true,
-      userId: impersonationUserId || this.request.user.id
+      userId: impersonationUserId || this.request.user.id,
+      withExcludedAccounts: true
     });
 
     if (

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

@@ -189,13 +189,15 @@ export class OrderService {
     includeDrafts = false,
     types,
     userCurrency,
-    userId
+    userId,
+    withExcludedAccounts = false
   }: {
     filters?: Filter[];
     includeDrafts?: boolean;
     types?: TypeOfOrder[];
     userCurrency: string;
     userId: string;
+    withExcludedAccounts?: boolean;
   }): Promise<Activity[]> {
     const where: Prisma.OrderWhereInput = { userId };
 
@@ -284,24 +286,28 @@ export class OrderService {
         },
         orderBy: { date: 'asc' }
       })
-    ).map((order) => {
+    )
-      const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
+      .filter((order) => {
+        return withExcludedAccounts || order.Account?.isExcluded === false;
+      })
+      .map((order) => {
+        const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
 
-      return {
+        return {
-        ...order,
+          ...order,
-        value,
-        feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
-          order.fee,
-          order.SymbolProfile.currency,
-          userCurrency
-        ),
-        valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
           value,
-          order.SymbolProfile.currency,
+          feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
-          userCurrency
+            order.fee,
-        )
+            order.SymbolProfile.currency,
-      };
+            userCurrency
-    });
+          ),
+          valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
+            value,
+            order.SymbolProfile.currency,
+            userCurrency
+          )
+        };
+      });
   }
 
   public async updateOrder({

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

@@ -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 +167,143 @@ export class PortfolioCalculator {
     this.transactionPoints = transactionPoints;
   }
 
-  public async getCurrentPositions(start: Date): Promise<CurrentPositions> {
+  public async getChartData(start: Date, end = new Date(Date.now()), step = 1) {
-    if (!this.transactionPoints?.length) {
+    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]);
+        }
+      }
+    }
+
+    return Object.keys(totalNetPerformanceValues).map((date) => {
+      const netPerformanceInPercentage = totalInvestmentValues[date].eq(0)
+        ? 0
+        : totalNetPerformanceValues[date]
+            .div(totalInvestmentValues[date])
+            .mul(100)
+            .toNumber();
+
+      return {
+        date,
+        netPerformanceInPercentage,
+        netPerformance: totalNetPerformanceValues[date].toNumber(),
+        value: netPerformanceInPercentage
+      };
+    });
+  }
+
+  public async getCurrentPositions(
+    start: Date,
+    end = new Date(Date.now())
+  ): Promise<CurrentPositions> {
+    const transactionPointsBeforeEndDate =
+      this.transactionPoints?.filter((transactionPoint) => {
+        return isBefore(parseDate(transactionPoint.date), end);
+      }) ?? [];
+
+    if (!transactionPointsBeforeEndDate.length) {
       return {
         currentValue: new Big(0),
-        hasErrors: false,
         grossPerformance: new Big(0),
         grossPerformancePercentage: new Big(0),
+        hasErrors: false,
         netPerformance: new Big(0),
         netPerformancePercentage: new Big(0),
         positions: [],
@@ -182,39 +312,38 @@ export class PortfolioCalculator {
     }
 
     const lastTransactionPoint =
-      this.transactionPoints[this.transactionPoints.length - 1];
+      transactionPointsBeforeEndDate[transactionPointsBeforeEndDate.length - 1];
-
-    // use Date.now() to use the mock for today
-    const today = new Date(Date.now());
 
     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 +370,7 @@ export class PortfolioCalculator {
       }
     }
 
-    const todayString = format(today, DATE_FORMAT);
+    const endDateString = format(end, DATE_FORMAT);
 
     if (firstIndex > 0) {
       firstIndex--;
@@ -254,7 +383,7 @@ 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 +393,7 @@ export class PortfolioCalculator {
         netPerformance,
         netPerformancePercentage
       } = this.getSymbolMetrics({
+        end,
         marketSymbolMap,
         start,
         symbol: item.symbol
@@ -700,14 +830,20 @@ 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) => {
@@ -726,13 +862,12 @@ 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 ||
@@ -757,10 +892,12 @@ 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);
@@ -785,7 +922,7 @@ 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',
@@ -795,6 +932,41 @@ 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) => {
@@ -957,6 +1129,18 @@ 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 =
@@ -1042,7 +1226,9 @@ export class PortfolioCalculator {
     return {
       initialValue,
       grossPerformancePercentage,
+      investmentValues,
       netPerformancePercentage,
+      netPerformanceValues,
       hasErrors: totalUnits.gt(0) && (!initialValue || !unitPriceAtEndDate),
       netPerformance: totalNetPerformance,
       grossPerformance: totalGrossPerformance

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

@@ -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';
@@ -148,18 +148,29 @@ export class PortfolioController {
       })
     ];
 
-    const { accounts, holdings, hasErrors } =
+    let portfolioSummary: PortfolioSummary;
-      await this.portfolioService.getDetails(
+
-        impersonationId,
+    const {
-        this.request.user.id,
+      accounts,
-        range,
+      filteredValueInBaseCurrency,
-        filters
+      filteredValueInPercentage,
-      );
+      hasErrors,
+      holdings,
+      summary,
+      totalValueInBaseCurrency
+    } = await this.portfolioService.getDetails(
+      impersonationId,
+      this.request.user.id,
+      range,
+      filters
+    );
 
     if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
       hasError = true;
     }
 
+    portfolioSummary = summary;
+
     if (
       impersonationId ||
       this.userService.isRestrictedView(this.request.user)
@@ -175,7 +186,7 @@ export class PortfolioController {
           return this.exchangeRateDataService.toCurrency(
             portfolioPosition.quantity * portfolioPosition.marketPrice,
             portfolioPosition.currency,
-            this.request.user.Settings.currency
+            this.request.user.Settings.settings.baseCurrency
           );
         })
         .reduce((a, b) => a + b, 0);
@@ -193,6 +204,22 @@ export class PortfolioController {
         accounts[name].current = current / totalValue;
         accounts[name].original = original / totalInvestment;
       }
+
+      portfolioSummary = nullifyValuesInObject(summary, [
+        'cash',
+        'committedFunds',
+        'currentGrossPerformance',
+        'currentNetPerformance',
+        'currentValue',
+        'dividend',
+        'emergencyFund',
+        'excludedAccountsAndActivities',
+        'fees',
+        'items',
+        'netWorth',
+        'totalBuy',
+        'totalSell'
+      ]);
     }
 
     let hasDetails = true;
@@ -214,8 +241,12 @@ export class PortfolioController {
 
     return {
       accounts,
+      filteredValueInBaseCurrency,
+      filteredValueInPercentage,
       hasError,
-      holdings
+      holdings,
+      totalValueInBaseCurrency,
+      summary: hasDetails ? portfolioSummary : undefined
     };
   }
 
@@ -278,7 +309,7 @@ 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(
@@ -290,6 +321,35 @@ export class PortfolioController {
     return performanceInformation;
   }
 
+  @Get('performance')
+  @UseGuards(AuthGuard('jwt'))
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
+  @Version('2')
+  public async getPerformanceV2(
+    @Headers('impersonation-id') impersonationId: string,
+    @Query('range') dateRange
+  ): Promise<PortfolioPerformanceResponse> {
+    const performanceInformation = await this.portfolioService.getPerformanceV2(
+      {
+        dateRange,
+        impersonationId
+      }
+    );
+
+    if (
+      impersonationId ||
+      this.request.user.Settings.settings.viewMode === 'ZEN' ||
+      this.userService.isRestrictedView(this.request.user)
+    ) {
+      performanceInformation.performance = nullifyValuesInObject(
+        performanceInformation.performance,
+        ['currentGrossPerformance', 'currentNetPerformance', 'currentValue']
+      );
+    }
+
+    return performanceInformation;
+  }
+
   @Get('positions')
   @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
@@ -358,7 +418,8 @@ 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);
@@ -381,46 +442,6 @@ export class PortfolioController {
     return portfolioPublicDetails;
   }
 
-  @Get('summary')
-  @UseGuards(AuthGuard('jwt'))
-  public async getSummary(
-    @Headers('impersonation-id') impersonationId
-  ): Promise<PortfolioSummary> {
-    if (
-      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
-      this.request.user.subscription.type === 'Basic'
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    let summary = await this.portfolioService.getSummary(impersonationId);
-
-    if (
-      impersonationId ||
-      this.userService.isRestrictedView(this.request.user)
-    ) {
-      summary = nullifyValuesInObject(summary, [
-        'cash',
-        'committedFunds',
-        'currentGrossPerformance',
-        'currentNetPerformance',
-        'currentValue',
-        'dividend',
-        'emergencyFund',
-        'fees',
-        'items',
-        'netWorth',
-        'totalBuy',
-        'totalSell'
-      ]);
-    }
-
-    return summary;
-  }
-
   @Get('position/:dataSource/:symbol')
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)

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

@@ -5,7 +5,6 @@ import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.s
 import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-order.interface';
 import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface';
 import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
-import { UserSettings } from '@ghostfolio/api/app/user/interfaces/user-settings.interface';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
 import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
@@ -22,6 +21,7 @@ import { ImpersonationService } from '@ghostfolio/api/services/impersonation.ser
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
   ASSET_SUB_CLASS_EMERGENCY_FUND,
+  MAX_CHART_ITEMS,
   UNKNOWN_KEY
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
@@ -35,7 +35,8 @@ import {
   PortfolioReport,
   PortfolioSummary,
   Position,
-  TimelinePosition
+  TimelinePosition,
+  UserSettings
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type {
@@ -49,8 +50,11 @@ import type {
 import { Inject, Injectable } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import {
+  Account,
   AssetClass,
   DataSource,
+  Order,
+  Platform,
   Prisma,
   Tag,
   Type as TypeOfOrder
@@ -105,7 +109,8 @@ export class PortfolioService {
 
   public async getAccounts(
     aUserId: string,
-    aFilters?: Filter[]
+    aFilters?: Filter[],
+    withExcludedAccounts = false
   ): Promise<AccountWithValue[]> {
     const where: Prisma.AccountWhereInput = { userId: aUserId };
 
@@ -119,10 +124,16 @@ export class PortfolioService {
         include: { Order: true, Platform: true },
         orderBy: { name: 'asc' }
       }),
-      this.getDetails(aUserId, aUserId, undefined, aFilters)
+      this.getDetails(
+        aUserId,
+        aUserId,
+        undefined,
+        aFilters,
+        withExcludedAccounts
+      )
     ]);
 
-    const userCurrency = this.request.user.Settings.currency;
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
     return accounts.map((account) => {
       let transactionCount = 0;
@@ -159,9 +170,14 @@ export class PortfolioService {
 
   public async getAccountsWithAggregations(
     aUserId: string,
-    aFilters?: Filter[]
+    aFilters?: Filter[],
+    withExcludedAccounts = false
   ): Promise<Accounts> {
-    const accounts = await this.getAccounts(aUserId, aFilters);
+    const accounts = await this.getAccounts(
+      aUserId,
+      aFilters,
+      withExcludedAccounts
+    );
     let totalBalanceInBaseCurrency = new Big(0);
     let totalValueInBaseCurrency = new Big(0);
     let transactionCount = 0;
@@ -197,7 +213,7 @@ 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 +293,7 @@ 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
     });
@@ -354,11 +370,63 @@ export class PortfolioService {
     };
   }
 
+  public async getChartV2({
+    dateRange = 'max',
+    impersonationId
+  }: {
+    dateRange?: DateRange;
+    impersonationId: string;
+  }): Promise<HistoricalDataContainer> {
+    const userId = await this.getUserId(impersonationId, this.request.user.id);
+
+    const { portfolioOrders, transactionPoints } =
+      await this.getTransactionPoints({
+        userId
+      });
+
+    const portfolioCalculator = new PortfolioCalculator({
+      currency: this.request.user.Settings.settings.baseCurrency,
+      currentRateService: this.currentRateService,
+      orders: portfolioOrders
+    });
+
+    portfolioCalculator.setTransactionPoints(transactionPoints);
+    if (transactionPoints.length === 0) {
+      return {
+        isAllTimeHigh: false,
+        isAllTimeLow: false,
+        items: []
+      };
+    }
+    const endDate = new Date();
+
+    const portfolioStart = parseDate(transactionPoints[0].date);
+    const startDate = this.getStartDate(dateRange, portfolioStart);
+
+    const daysInMarket = differenceInDays(new Date(), startDate);
+    const step = Math.round(
+      daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
+    );
+
+    const items = await portfolioCalculator.getChartData(
+      startDate,
+      endDate,
+      step
+    );
+
+    return {
+      items,
+      isAllTimeHigh: false,
+      isAllTimeLow: false
+    };
+  }
+
   public async getDetails(
     aImpersonationId: string,
     aUserId: string,
     aDateRange: DateRange = 'max',
-    aFilters?: Filter[]
+    aFilters?: Filter[],
+    withExcludedAccounts = false
   ): Promise<PortfolioDetails & { hasErrors: boolean }> {
     const userId = await this.getUserId(aImpersonationId, aUserId);
     const user = await this.userService.user({ id: userId });
@@ -367,13 +435,14 @@ export class PortfolioService {
       (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
     );
     const userCurrency =
-      user.Settings?.currency ??
+      user.Settings?.settings.baseCurrency ??
-      this.request.user?.Settings?.currency ??
+      this.request.user?.Settings?.settings.baseCurrency ??
       this.baseCurrency;
 
     const { orders, portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
         userId,
+        withExcludedAccounts,
         filters: aFilters
       });
 
@@ -400,12 +469,21 @@ export class PortfolioService {
     });
 
     const holdings: PortfolioDetails['holdings'] = {};
-    const totalInvestment = currentPositions.totalInvestment.plus(
+    const totalInvestmentInBaseCurrency = currentPositions.totalInvestment.plus(
-      cashDetails.balanceInBaseCurrency
-    );
-    const totalValue = currentPositions.currentValue.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 {
@@ -466,10 +544,12 @@ export class PortfolioService {
 
       holdings[item.symbol] = {
         markets,
-        allocationCurrent: totalValue.eq(0)
+        allocationCurrent: filteredValueInBaseCurrency.eq(0)
           ? 0
-          : value.div(totalValue).toNumber(),
+          : value.div(filteredValueInBaseCurrency).toNumber(),
-        allocationInvestment: item.investment.div(totalInvestment).toNumber(),
+        allocationInvestment: item.investment
+          .div(totalInvestmentInBaseCurrency)
+          .toNumber(),
         assetClass: symbolProfile.assetClass,
         assetSubClass: symbolProfile.assetSubClass,
         countries: symbolProfile.countries,
@@ -503,8 +583,8 @@ export class PortfolioService {
         cashDetails,
         emergencyFund,
         userCurrency,
-        investment: totalInvestment,
+        investment: totalInvestmentInBaseCurrency,
-        value: totalValue
+        value: filteredValueInBaseCurrency
       });
 
       for (const symbol of Object.keys(cashPositions)) {
@@ -517,10 +597,23 @@ export class PortfolioService {
       portfolioItemsNow,
       userCurrency,
       userId,
+      withExcludedAccounts,
       filters: aFilters
     });
 
-    return { accounts, holdings, hasErrors: currentPositions.hasErrors };
+    const summary = await this.getSummary(aImpersonationId);
+
+    return {
+      accounts,
+      holdings,
+      summary,
+      filteredValueInBaseCurrency: filteredValueInBaseCurrency.toNumber(),
+      filteredValueInPercentage: summary.netWorth
+        ? filteredValueInBaseCurrency.div(summary.netWorth).toNumber()
+        : 0,
+      hasErrors: currentPositions.hasErrors,
+      totalValueInBaseCurrency: summary.netWorth
+    };
   }
 
   public async getPosition(
@@ -528,11 +621,15 @@ export class PortfolioService {
     aImpersonationId: string,
     aSymbol: string
   ): Promise<PortfolioPositionDetail> {
-    const userCurrency = this.request.user.Settings.currency;
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
     const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
     const orders = (
-      await this.orderService.getOrders({ userCurrency, userId })
+      await this.orderService.getOrders({
+        userCurrency,
+        userId,
+        withExcludedAccounts: true
+      })
     ).filter(({ SymbolProfile }) => {
       return (
         SymbolProfile.dataSource === aDataSource &&
@@ -781,7 +878,7 @@ 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
     });
@@ -857,7 +954,7 @@ 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
     });
@@ -916,8 +1013,107 @@ export class PortfolioService {
     };
   }
 
+  public async getPerformanceV2({
+    dateRange = 'max',
+    impersonationId
+  }: {
+    dateRange?: DateRange;
+    impersonationId: string;
+  }): Promise<PortfolioPerformanceResponse> {
+    const userId = await this.getUserId(impersonationId, this.request.user.id);
+
+    const { portfolioOrders, transactionPoints } =
+      await this.getTransactionPoints({
+        userId
+      });
+
+    const portfolioCalculator = new PortfolioCalculator({
+      currency: this.request.user.Settings.settings.baseCurrency,
+      currentRateService: this.currentRateService,
+      orders: portfolioOrders
+    });
+
+    if (transactionPoints?.length <= 0) {
+      return {
+        chart: [],
+        hasErrors: false,
+        performance: {
+          currentGrossPerformance: 0,
+          currentGrossPerformancePercent: 0,
+          currentNetPerformance: 0,
+          currentNetPerformancePercent: 0,
+          currentValue: 0
+        }
+      };
+    }
+
+    portfolioCalculator.setTransactionPoints(transactionPoints);
+
+    const portfolioStart = parseDate(transactionPoints[0].date);
+    const startDate = this.getStartDate(dateRange, portfolioStart);
+    const currentPositions = await portfolioCalculator.getCurrentPositions(
+      startDate
+    );
+
+    const hasErrors = currentPositions.hasErrors;
+    const currentValue = currentPositions.currentValue.toNumber();
+    const currentGrossPerformance = currentPositions.grossPerformance;
+    const currentGrossPerformancePercent =
+      currentPositions.grossPerformancePercentage;
+    let currentNetPerformance = currentPositions.netPerformance;
+    let currentNetPerformancePercent =
+      currentPositions.netPerformancePercentage;
+
+    // if (currentGrossPerformance.mul(currentGrossPerformancePercent).lt(0)) {
+    //   // If algebraic sign is different, harmonize it
+    //   currentGrossPerformancePercent = currentGrossPerformancePercent.mul(-1);
+    // }
+
+    // if (currentNetPerformance.mul(currentNetPerformancePercent).lt(0)) {
+    //   // If algebraic sign is different, harmonize it
+    //   currentNetPerformancePercent = currentNetPerformancePercent.mul(-1);
+    // }
+
+    const historicalDataContainer = await this.getChartV2({
+      dateRange,
+      impersonationId
+    });
+
+    const itemOfToday = historicalDataContainer.items.find((item) => {
+      return item.date === format(new Date(), DATE_FORMAT);
+    });
+
+    if (itemOfToday) {
+      currentNetPerformance = new Big(itemOfToday.netPerformance);
+      currentNetPerformancePercent = new Big(
+        itemOfToday.netPerformanceInPercentage
+      ).div(100);
+    }
+
+    return {
+      chart: historicalDataContainer.items.map(
+        ({ date, netPerformanceInPercentage }) => {
+          return {
+            date,
+            value: netPerformanceInPercentage
+          };
+        }
+      ),
+      errors: currentPositions.errors,
+      hasErrors: currentPositions.hasErrors || hasErrors,
+      performance: {
+        currentValue,
+        currentGrossPerformance: currentGrossPerformance.toNumber(),
+        currentGrossPerformancePercent:
+          currentGrossPerformancePercent.toNumber(),
+        currentNetPerformance: currentNetPerformance.toNumber(),
+        currentNetPerformancePercent: currentNetPerformancePercent.toNumber()
+      }
+    };
+  }
+
   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 } =
@@ -971,7 +1167,7 @@ export class PortfolioService {
               accounts
             )
           ],
-          { baseCurrency: currency }
+          <UserSettings>this.request.user.Settings.settings
         ),
         currencyClusterRisk: await this.rulesService.evaluate(
           [
@@ -992,7 +1188,7 @@ export class PortfolioService {
               currentPositions
             )
           ],
-          { baseCurrency: currency }
+          <UserSettings>this.request.user.Settings.settings
         ),
         fees: await this.rulesService.evaluate(
           [
@@ -1002,80 +1198,12 @@ export class PortfolioService {
               this.getFees(orders).toNumber()
             )
           ],
-          { baseCurrency: currency }
+          <UserSettings>this.request.user.Settings.settings
         )
       }
     };
   }
 
-  public async getSummary(aImpersonationId: string): Promise<PortfolioSummary> {
-    const userCurrency = this.request.user.Settings.currency;
-    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
-    const user = await this.userService.user({ id: userId });
-
-    const performanceInformation = await this.getPerformance(aImpersonationId);
-
-    const { balanceInBaseCurrency } = await this.accountService.getCashDetails({
-      userId,
-      currency: userCurrency
-    });
-    const orders = await this.orderService.getOrders({
-      userCurrency,
-      userId
-    });
-    const dividend = this.getDividend(orders).toNumber();
-    const emergencyFund = new Big(
-      (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
-    );
-    const fees = this.getFees(orders).toNumber();
-    const firstOrderDate = orders[0]?.date;
-    const items = this.getItems(orders).toNumber();
-
-    const totalBuy = this.getTotalByType(orders, userCurrency, 'BUY');
-    const totalSell = this.getTotalByType(orders, userCurrency, 'SELL');
-
-    const cash = new Big(balanceInBaseCurrency).minus(emergencyFund).toNumber();
-    const committedFunds = new Big(totalBuy).minus(totalSell);
-
-    const netWorth = new Big(balanceInBaseCurrency)
-      .plus(performanceInformation.performance.currentValue)
-      .plus(items)
-      .toNumber();
-
-    const daysInMarket = differenceInDays(new Date(), firstOrderDate);
-
-    const annualizedPerformancePercent = new PortfolioCalculator({
-      currency: userCurrency,
-      currentRateService: this.currentRateService,
-      orders: []
-    })
-      .getAnnualizedPerformancePercent({
-        daysInMarket,
-        netPerformancePercent: new Big(
-          performanceInformation.performance.currentNetPerformancePercent
-        )
-      })
-      ?.toNumber();
-
-    return {
-      ...performanceInformation.performance,
-      annualizedPerformancePercent,
-      cash,
-      dividend,
-      fees,
-      firstOrderDate,
-      items,
-      netWorth,
-      totalBuy,
-      totalSell,
-      committedFunds: committedFunds.toNumber(),
-      emergencyFund: emergencyFund.toNumber(),
-      ordersCount: orders.filter((order) => {
-        return order.type === 'BUY' || order.type === 'SELL';
-      }).length
-    };
-  }
-
   private async getCashPositions({
     cashDetails,
     emergencyFund,
@@ -1183,7 +1311,7 @@ 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(
@@ -1202,7 +1330,7 @@ export class PortfolioService {
         return this.exchangeRateDataService.toCurrency(
           order.fee,
           order.SymbolProfile.currency,
-          this.request.user.Settings.currency
+          this.request.user.Settings.settings.baseCurrency
         );
       })
       .reduce(
@@ -1224,7 +1352,7 @@ 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(
@@ -1251,27 +1379,131 @@ export class PortfolioService {
     return portfolioStart;
   }
 
+  private async getSummary(
+    aImpersonationId: string
+  ): Promise<PortfolioSummary> {
+    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 });
+
+    const performanceInformation = await this.getPerformance(aImpersonationId);
+
+    const { balanceInBaseCurrency } = await this.accountService.getCashDetails({
+      userId,
+      currency: userCurrency
+    });
+    const orders = await this.orderService.getOrders({
+      userCurrency,
+      userId
+    });
+
+    const excludedActivities = (
+      await this.orderService.getOrders({
+        userCurrency,
+        userId,
+        withExcludedAccounts: true
+      })
+    ).filter(({ Account: account }) => {
+      return account?.isExcluded ?? false;
+    });
+
+    const dividend = this.getDividend(orders).toNumber();
+    const emergencyFund = new Big(
+      (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
+    );
+    const fees = this.getFees(orders).toNumber();
+    const firstOrderDate = orders[0]?.date;
+    const items = this.getItems(orders).toNumber();
+
+    const totalBuy = this.getTotalByType(orders, userCurrency, 'BUY');
+    const totalSell = this.getTotalByType(orders, userCurrency, 'SELL');
+
+    const cash = new Big(balanceInBaseCurrency).minus(emergencyFund).toNumber();
+    const committedFunds = new Big(totalBuy).minus(totalSell);
+    const totalOfExcludedActivities = new Big(
+      this.getTotalByType(excludedActivities, userCurrency, 'BUY')
+    ).minus(this.getTotalByType(excludedActivities, userCurrency, 'SELL'));
+
+    const cashDetailsWithExcludedAccounts =
+      await this.accountService.getCashDetails({
+        userId,
+        currency: userCurrency,
+        withExcludedAccounts: true
+      });
+
+    const excludedBalanceInBaseCurrency = new Big(
+      cashDetailsWithExcludedAccounts.balanceInBaseCurrency
+    ).minus(balanceInBaseCurrency);
+
+    const excludedAccountsAndActivities = excludedBalanceInBaseCurrency
+      .plus(totalOfExcludedActivities)
+      .toNumber();
+
+    const netWorth = new Big(balanceInBaseCurrency)
+      .plus(performanceInformation.performance.currentValue)
+      .plus(items)
+      .plus(excludedAccountsAndActivities)
+      .toNumber();
+
+    const daysInMarket = differenceInDays(new Date(), firstOrderDate);
+
+    const annualizedPerformancePercent = new PortfolioCalculator({
+      currency: userCurrency,
+      currentRateService: this.currentRateService,
+      orders: []
+    })
+      .getAnnualizedPerformancePercent({
+        daysInMarket,
+        netPerformancePercent: new Big(
+          performanceInformation.performance.currentNetPerformancePercent
+        )
+      })
+      ?.toNumber();
+
+    return {
+      ...performanceInformation.performance,
+      annualizedPerformancePercent,
+      cash,
+      dividend,
+      excludedAccountsAndActivities,
+      fees,
+      firstOrderDate,
+      items,
+      netWorth,
+      totalBuy,
+      totalSell,
+      committedFunds: committedFunds.toNumber(),
+      emergencyFund: emergencyFund.toNumber(),
+      ordersCount: orders.filter((order) => {
+        return order.type === 'BUY' || order.type === 'SELL';
+      }).length
+    };
+  }
+
   private async getTransactionPoints({
     filters,
     includeDrafts = false,
-    userId
+    userId,
+    withExcludedAccounts
   }: {
     filters?: Filter[];
     includeDrafts?: boolean;
     userId: string;
+    withExcludedAccounts?: boolean;
   }): Promise<{
     transactionPoints: TransactionPoint[];
     orders: OrderWithAccount[];
     portfolioOrders: PortfolioOrder[];
   }> {
     const userCurrency =
-      this.request.user?.Settings?.currency ?? this.baseCurrency;
+      this.request.user?.Settings?.settings.baseCurrency ?? this.baseCurrency;
 
     const orders = await this.orderService.getOrders({
       filters,
       includeDrafts,
       userCurrency,
       userId,
+      withExcludedAccounts,
       types: ['BUY', 'SELL']
     });
 
@@ -1323,17 +1555,22 @@ export class PortfolioService {
     orders,
     portfolioItemsNow,
     userCurrency,
-    userId
+    userId,
+    withExcludedAccounts
   }: {
     filters?: Filter[];
     orders: OrderWithAccount[];
     portfolioItemsNow: { [p: string]: TimelinePosition };
     userCurrency: string;
     userId: string;
+    withExcludedAccounts?: boolean;
   }) {
     const accounts: PortfolioDetails['accounts'] = {};
 
-    let currentAccounts = [];
+    let currentAccounts: (Account & {
+      Order?: Order[];
+      Platform?: Platform;
+    })[] = [];
 
     if (filters.length === 0) {
       currentAccounts = await this.accountService.getAccounts(userId);
@@ -1353,6 +1590,10 @@ export class PortfolioService {
       });
     }
 
+    currentAccounts = currentAccounts.filter((account) => {
+      return withExcludedAccounts || account.isExcluded === false;
+    });
+
     for (const account of currentAccounts) {
       const ordersByAccount = orders.filter(({ accountId }) => {
         return accountId === account.id;

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

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

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

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

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

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

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

@@ -1,10 +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;
 }

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

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

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

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

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

@@ -4,19 +4,20 @@ import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import { PROPERTY_IS_READ_ONLY_MODE, locale } from '@ghostfolio/common/config';
-import { User as IUser, UserWithSettings } from '@ghostfolio/common/interfaces';
+import {
+  User as IUser,
+  UserSettings,
+  UserWithSettings
+} from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
   hasRole,
   permissions
 } from '@ghostfolio/common/permissions';
 import { Injectable } from '@nestjs/common';
-import { Prisma, Role, User, ViewMode } from '@prisma/client';
+import { Prisma, Role, User } from '@prisma/client';
 import { sortBy } from 'lodash';
 
-import { UserSettingsParams } from './interfaces/user-settings-params.interface';
-import { UserSettings } from './interfaces/user-settings.interface';
-
 const crypto = require('crypto');
 
 @Injectable()
@@ -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
-        locale: (<UserSettings>Settings.settings)?.locale ?? aLocale,
-        viewMode: Settings?.viewMode ?? ViewMode.DEFAULT
       }
     };
   }
@@ -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(
@@ -126,21 +125,35 @@ export class UserService {
     };
 
     if (user?.Settings) {
-      if (!user.Settings.currency) {
+      if (!user.Settings.settings) {
-        // Set default currency if needed
+        user.Settings.settings = {};
-        user.Settings.currency = UserService.DEFAULT_CURRENCY;
       }
     } else if (user) {
       // Set default settings if needed
       user.Settings = {
-        currency: UserService.DEFAULT_CURRENCY,
+        settings: {},
-        settings: null,
         updatedAt: new Date(),
-        userId: user?.id,
+        userId: user?.id
-        viewMode: ViewMode.DEFAULT
       };
     }
 
+    // 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);
@@ -221,7 +234,9 @@ export class UserService {
         },
         Settings: {
           create: {
-            currency: this.baseCurrency
+            settings: {
+              currency: this.baseCurrency
+            }
           }
         }
       }
@@ -295,7 +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: {
@@ -317,33 +332,6 @@ export class UserService {
     return;
   }
 
-  public async updateUserSettings({
-    currency,
-    userId,
-    viewMode
-  }: UserSettingsParams) {
-    await this.prismaService.settings.upsert({
-      create: {
-        currency,
-        User: {
-          connect: {
-            id: userId
-          }
-        },
-        viewMode
-      },
-      update: {
-        currency,
-        viewMode
-      },
-      where: {
-        userId: userId
-      }
-    });
-
-    return;
-  }
-
   private getRandomString(length: number) {
     const characters = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789';
     const result = [];

apps/api/src/interceptors/redact-values-in-response.interceptor.ts

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

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

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

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

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

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

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

apps/api/src/models/rule.ts

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -6,6 +6,7 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
@@ -90,7 +91,7 @@ export class YahooFinanceService implements DataProviderInterface {
     try {
       const symbol = this.convertToYahooFinanceSymbol(aSymbol);
       const assetProfile = await yahooFinance.quoteSummary(symbol, {
-        modules: ['price', 'summaryProfile']
+        modules: ['price', 'summaryProfile', 'topHoldings']
       });
 
       const { assetClass, assetSubClass } = this.parseAssetClass(
@@ -109,7 +110,16 @@ export class YahooFinanceService implements DataProviderInterface {
       });
       response.symbol = aSymbol;
 
-      if (
+      if (assetSubClass === AssetSubClass.MUTUALFUND) {
+        response.sectors = [];
+
+        for (const sectorWeighting of assetProfile.topHoldings
+          ?.sectorWeightings ?? []) {
+          for (const [sector, weight] of Object.entries(sectorWeighting)) {
+            response.sectors.push({ weight, name: this.parseSector(sector) });
+          }
+        }
+      } else if (
         assetSubClass === AssetSubClass.STOCK &&
         assetProfile.summaryProfile?.country
       ) {
@@ -183,10 +193,10 @@ 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 +256,12 @@ 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[`${this.baseCurrency}GBp`] = {
             ...response[symbol],
             currency: 'GBp',
             marketPrice: new Big(response[symbol].marketPrice)
@@ -256,11 +269,11 @@ export class YahooFinanceService implements DataProviderInterface {
               .toNumber()
           };
         } else if (
-          symbol === 'USDILS' &&
+          symbol === `${this.baseCurrency}ILS` &&
-          yahooFinanceSymbols.includes('USDILA=X')
+          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 +283,9 @@ export class YahooFinanceService implements DataProviderInterface {
         }
       }
 
-      if (yahooFinanceSymbols.includes('USDUSX=X')) {
+      if (yahooFinanceSymbols.includes(`${this.baseCurrency}USX=X`)) {
         // Convert USD to USX (cent)
-        response['USDUSX'] = {
+        response[`${this.baseCurrency}USX`] = {
           currency: 'USX',
           dataSource: this.getName(),
           marketPrice: new Big(1).mul(100).toNumber(),
@@ -434,4 +447,46 @@ export class YahooFinanceService implements DataProviderInterface {
 
     return { assetClass, assetSubClass };
   }
+
+  private parseSector(aString: string): string {
+    let sector = UNKNOWN_KEY;
+
+    switch (aString) {
+      case 'basic_materials':
+        sector = 'Basic Materials';
+        break;
+      case 'communication_services':
+        sector = 'Communication Services';
+        break;
+      case 'consumer_cyclical':
+        sector = 'Consumer Cyclical';
+        break;
+      case 'consumer_defensive':
+        sector = 'Consumer Staples';
+        break;
+      case 'energy':
+        sector = 'Energy';
+        break;
+      case 'financial_services':
+        sector = 'Financial Services';
+        break;
+      case 'healthcare':
+        sector = 'Healthcare';
+        break;
+      case 'industrials':
+        sector = 'Industrials';
+        break;
+      case 'realestate':
+        sector = 'Real Estate';
+        break;
+      case 'technology':
+        sector = 'Technology';
+        break;
+      case 'utilities':
+        sector = 'Utilities';
+        break;
+    }
+
+    return sector;
+  }
 }

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

@@ -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[`${currency1}${this.baseCurrency}`]?.[date]
-          resultExtended[`${'USD'}${currency2}`]?.[date]?.marketPrice;
+            ?.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
+        // Calculate indirectly via base currency
-        const factor1 = this.exchangeRates[`${aFromCurrency}${'USD'}`];
+        const factor1 =
-        const factor2 = this.exchangeRates[`${'USD'}${aToCurrency}`];
+          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'],

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

@@ -64,6 +64,23 @@ export class SymbolProfileService {
       .then((symbolProfiles) => this.getSymbols(symbolProfiles));
   }
 
+  public async getSymbolProfilesByIds(
+    symbolProfileIds: string[]
+  ): Promise<EnhancedSymbolProfile[]> {
+    return this.prismaService.symbolProfile
+      .findMany({
+        include: { SymbolProfileOverrides: true },
+        where: {
+          id: {
+            in: symbolProfileIds.map((symbolProfileId) => {
+              return symbolProfileId;
+            })
+          }
+        }
+      })
+      .then((symbolProfiles) => this.getSymbols(symbolProfiles));
+  }
+
   /**
    * @deprecated
    */

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

@@ -1,7 +1,6 @@
 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';
 

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

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

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

@@ -21,10 +21,12 @@
 
     <div class="row">
       <div class="col-6 mb-3">
-        <gf-value size="medium" [value]="accountType">Account Type</gf-value>
+        <gf-value i18n size="medium" [value]="accountType"
+          >Account Type</gf-value
+        >
       </div>
       <div class="col-6 mb-3">
-        <gf-value size="medium" [value]="platformName">Platform</gf-value>
+        <gf-value i18n size="medium" [value]="platformName">Platform</gf-value>
       </div>
     </div>
 

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

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

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

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

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

@@ -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,
+        assetProfileDialog: true
-        dateOfFirstActivity: format(parseISO(dateOfFirstActivity), DATE_FORMAT)
       }
     });
   }

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

@@ -162,8 +162,11 @@
                 </button>
               </div>
               <div class="mt-2">
-                <form #couponForm="ngForm">
+                <form #couponForm="ngForm" class="align-items-center d-flex">
-                  <mat-form-field appearance="outline" class="mr-2">
+                  <mat-form-field
+                    appearance="outline"
+                    class="compact-with-outline mr-2 without-hint"
+                  >
                     <mat-select
                       name="duration"
                       [value]="couponDuration"
@@ -176,6 +179,7 @@
                     </mat-select>
                   </mat-form-field>
                   <button
+                    class="mt-1"
                     color="primary"
                     mat-flat-button
                     (click)="onAddCoupon()"

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

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

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

@@ -0,0 +1,55 @@
+<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 without-hint"
+      color="accent"
+    >
+      <mat-label i18n>Compare with...</mat-label>
+      <mat-select
+        name="benchmark"
+        [value]="benchmark"
+        (selectionChange)="onChangeBenchmark($event.value)"
+      >
+        <mat-option
+          *ngFor="let symbolProfile of benchmarks"
+          [value]="symbolProfile.id"
+          >{{ symbolProfile.name }}</mat-option
+        >
+      </mat-select>
+    </mat-form-field>
+  </div>
+</div>
+<div *ngIf="user.settings.viewMode !== 'ZEN'" class="my-2 text-center">
+  <gf-toggle
+    [defaultValue]="user?.settings?.dateRange"
+    [isLoading]="isLoading"
+    [options]="dateRangeOptions"
+    (change)="onChangeDateRange($event.value)"
+  ></gf-toggle>
+</div>
+<div class="chart-container">
+  <ngx-skeleton-loader
+    *ngIf="isLoading"
+    animation="pulse"
+    [theme]="{
+      height: '100%',
+      width: '100%'
+    }"
+  ></ngx-skeleton-loader>
+  <canvas
+    #chartCanvas
+    class="h-100"
+    [ngStyle]="{ display: isLoading ? 'none' : 'block' }"
+  ></canvas>
+</div>

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

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

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

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

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

@@ -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 {}

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

@@ -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) {
+  public onChangeDateRange(dateRange: DateRange) {
-    this.dateRange = aDateRange;
+    this.dataService
-    this.settingsStorageService.setSetting(RANGE, this.dateRange);
+      .putUserSetting({ dateRange })
-    this.update();
+      .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;

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

@@ -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>

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

@@ -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();
         }
       });
   }
@@ -78,23 +72,28 @@ 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 &&
       this.user.settings.viewMode !== 'ZEN';
-
-    this.update();
   }
 
-  public onChangeDateRange(aDateRange: DateRange) {
+  public onChangeDateRange(dateRange: DateRange) {
-    this.dateRange = aDateRange;
+    this.dataService
-    this.settingsStorageService.setSetting(RANGE, this.dateRange);
+      .putUserSetting({ dateRange })
-    this.update();
+      .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() {
@@ -103,26 +102,14 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
   }
 
   private update() {
+    this.historicalDataItems = null;
     this.isLoadingPerformance = true;
 
     this.dataService
-      .fetchChart({ range: this.dateRange })
+      .fetchPortfolioPerformance({
-      .pipe(takeUntil(this.unsubscribeSubject))
+        range: this.user?.settings?.dateRange,
-      .subscribe((chartData) => {
+        version: this.user?.settings?.isExperimentalFeatures ? 2 : 1
-        this.historicalDataItems = chartData.chart.map((chartDataItem) => {
+      })
-          return {
-            date: chartDataItem.date,
-            value: chartDataItem.value
-          };
-        });
-        this.isAllTimeHigh = chartData.isAllTimeHigh;
-        this.isAllTimeLow = chartData.isAllTimeLow;
-
-        this.changeDetectorRef.markForCheck();
-      });
-
-    this.dataService
-      .fetchPortfolioPerformance({ range: this.dateRange })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((response) => {
         this.errors = response.errors;
@@ -130,6 +117,36 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
         this.performance = response.performance;
         this.isLoadingPerformance = false;
 
+        if (this.user?.settings?.isExperimentalFeatures) {
+          this.historicalDataItems = response.chart.map(({ date, value }) => {
+            return {
+              date,
+              value
+            };
+          });
+        } else {
+          this.dataService
+            .fetchChart({
+              range: this.user?.settings?.dateRange,
+              version: 1
+            })
+            .pipe(takeUntil(this.unsubscribeSubject))
+            .subscribe((chartData) => {
+              this.historicalDataItems = chartData.chart.map(
+                ({ date, value }) => {
+                  return {
+                    date,
+                    value
+                  };
+                }
+              );
+              this.isAllTimeHigh = chartData.isAllTimeHigh;
+              this.isAllTimeLow = chartData.isAllTimeLow;
+
+              this.changeDetectorRef.markForCheck();
+            });
+        }
+
         this.changeDetectorRef.markForCheck();
       });
 

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

@@ -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)"

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

@@ -1,8 +1,18 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import {
+  MatSnackBar,
+  MatSnackBarRef,
+  TextOnlySnackBar
+} from '@angular/material/snack-bar';
+import { Router } from '@angular/router';
 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 { PortfolioSummary, User } from '@ghostfolio/common/interfaces';
+import {
+  InfoItem,
+  PortfolioSummary,
+  User
+} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
@@ -14,8 +24,11 @@ import { takeUntil } from 'rxjs/operators';
 })
 export class HomeSummaryComponent implements OnDestroy, OnInit {
   public hasImpersonationId: boolean;
+  public hasPermissionForSubscription: boolean;
   public hasPermissionToUpdateUserSettings: boolean;
+  public info: InfoItem;
   public isLoading = true;
+  public snackBarRef: MatSnackBarRef<TextOnlySnackBar>;
   public summary: PortfolioSummary;
   public user: User;
 
@@ -25,8 +38,17 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
     private impersonationStorageService: ImpersonationStorageService,
+    private router: Router,
+    private snackBar: MatSnackBar,
     private userService: UserService
   ) {
+    this.info = this.dataService.fetchInfo();
+
+    this.hasPermissionForSubscription = hasPermission(
+      this.info?.globalPermissions,
+      permissions.enableSubscription
+    );
+
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((state) => {
@@ -38,7 +60,7 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
             permissions.updateUserSettings
           );
 
-          this.changeDetectorRef.markForCheck();
+          this.update();
         }
       });
   }
@@ -50,8 +72,6 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
       .subscribe((aId) => {
         this.hasImpersonationId = !!aId;
       });
-
-    this.update();
   }
 
   public onChangeEmergencyFund(emergencyFund: number) {
@@ -59,7 +79,16 @@ 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();
+          });
       });
   }
 
@@ -72,12 +101,30 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
     this.isLoading = true;
 
     this.dataService
-      .fetchPortfolioSummary()
+      .fetchPortfolioDetails({})
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((response) => {
+      .subscribe(({ summary }) => {
-        this.summary = response;
+        this.summary = summary;
         this.isLoading = false;
 
+        if (!this.summary) {
+          this.snackBarRef = this.snackBar.open(
+            $localize`This feature requires a subscription.`,
+            this.hasPermissionForSubscription
+              ? $localize`Upgrade Plan`
+              : undefined,
+            { duration: 6000 }
+          );
+
+          this.snackBarRef.afterDismissed().subscribe(() => {
+            this.snackBarRef = undefined;
+          });
+
+          this.snackBarRef.onAction().subscribe(() => {
+            this.router.navigate(['/pricing']);
+          });
+        }
+
         this.changeDetectorRef.markForCheck();
       });
 

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

@@ -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];
+      const firstItem = this.data[0];
-      this.investments.unshift({
+      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];
+      const lastItem = this.data[this.data.length - 1];
-      this.investments.push({
+      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) => {
+          data: this.data.map((position) => {
-            return position.investment;
+            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(
+      ...getTooltipOptions({
-        this.isInPercent ? undefined : this.currency,
+        currency: this.isInPercent ? undefined : this.currency,
-        this.isInPercent ? undefined : this.locale
+        locale: this.isInPercent ? undefined : this.locale,
-      ),
+        unit: this.isInPercent ? '%' : undefined
+      }),
       mode: 'index',
       position: <unknown>'top',
       xAlign: 'center',

apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html

@@ -172,6 +172,17 @@
       ></gf-value>
     </div>
   </div>
+  <div class="row px-3 py-1">
+    <div class="d-flex flex-grow-1" i18n>Excluded from Analysis</div>
+    <div class="d-flex justify-content-end">
+      <gf-value
+        class="justify-content-end"
+        [currency]="baseCurrency"
+        [locale]="locale"
+        [value]="isLoading ? undefined : summary?.excludedAccountsAndActivities"
+      ></gf-value>
+    </div>
+  </div>
   <div class="row">
     <div class="col"><hr /></div>
   </div>

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

@@ -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';

apps/client/src/app/core/auth.guard.ts

@@ -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);

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

@@ -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

apps/client/src/app/pages/account/account-page.component.ts

@@ -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', 'es', 'it', 'nl'];
   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

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

@@ -94,12 +94,15 @@
                   <ng-container i18n>Base Currency</ng-container>
                 </div>
                 <div class="pl-1 w-50">
-                  <mat-form-field appearance="outline" class="w-100">
+                  <mat-form-field
+                    appearance="outline"
+                    class="compact-with-outline w-100 without-hint"
+                  >
                     <mat-select
                       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"
@@ -116,7 +119,10 @@
                   <div class="hint-text text-muted" i18n>Beta</div>
                 </div>
                 <div class="pl-1 w-50">
-                  <mat-form-field appearance="outline" class="w-100">
+                  <mat-form-field
+                    appearance="outline"
+                    class="compact-with-outline w-100 without-hint"
+                  >
                     <mat-select
                       name="language"
                       [disabled]="!hasPermissionToUpdateUserSettings"
@@ -126,6 +132,9 @@
                       <mat-option [value]="null"></mat-option>
                       <mat-option value="de">Deutsch</mat-option>
                       <mat-option value="en">English</mat-option>
+                      <mat-option value="es">Español</mat-option>
+                      <mat-option value="it">Italiano</mat-option>
+                      <mat-option value="nl">Nederlands</mat-option>
                     </mat-select>
                   </mat-form-field>
                 </div>
@@ -138,7 +147,10 @@
                   </div>
                 </div>
                 <div class="pl-1 w-50">
-                  <mat-form-field appearance="outline" class="w-100">
+                  <mat-form-field
+                    appearance="outline"
+                    class="compact-with-outline w-100 without-hint"
+                  >
                     <mat-select
                       name="locale"
                       [disabled]="!hasPermissionToUpdateUserSettings"
@@ -161,12 +173,15 @@
                 </div>
                 <div class="pl-1 w-50">
                   <div class="align-items-center d-flex overflow-hidden">
-                    <mat-form-field appearance="outline" class="w-100">
+                    <mat-form-field
+                      appearance="outline"
+                      class="compact-with-outline w-100 without-hint"
+                    >
                       <mat-select
                         name="viewMode"
                         [disabled]="!hasPermissionToUpdateViewMode"
                         [value]="user.settings.viewMode"
-                        (selectionChange)="onChangeUserSettings('viewMode', $event.value)"
+                        (selectionChange)="onChangeUserSetting('viewMode', $event.value)"
                       >
                         <mat-option value="DEFAULT">Default</mat-option>
                         <mat-option value="ZEN">Zen</mat-option>
@@ -188,6 +203,22 @@
               ></mat-slide-toggle>
             </div>
           </div>
+          <div
+            *ngIf="hasPermissionToUpdateUserSettings && user?.subscription"
+            class="align-items-center d-flex mt-4 py-1"
+          >
+            <div class="pr-1 w-50">
+              <div i18n>Experimental Features</div>
+            </div>
+            <div class="pl-1 w-50">
+              <mat-slide-toggle
+                color="primary"
+                [checked]="user.settings.isExperimentalFeatures"
+                [disabled]="!hasPermissionToUpdateUserSettings"
+                (change)="onExperimentalFeaturesChange($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>

apps/client/src/app/pages/accounts/accounts-page.component.ts

@@ -59,8 +59,8 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
           this.openCreateAccountDialog();
         } else if (params['editDialog']) {
           if (this.accounts) {
-            const account = this.accounts.find((account) => {
+            const account = this.accounts.find(({ id }) => {
-              return account.id === params['accountId'];
+              return id === params['accountId'];
             });
 
             this.openUpdateAccountDialog(account);
@@ -155,6 +155,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
     balance,
     currency,
     id,
+    isExcluded,
     name,
     platformId
   }: AccountModel): void {
@@ -165,6 +166,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
           balance,
           currency,
           id,
+          isExcluded,
           name,
           platformId
         }
@@ -231,6 +233,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
           accountType: AccountType.SECURITIES,
           balance: 0,
           currency: this.user?.settings?.baseCurrency,
+          isExcluded: false,
           name: null,
           platformId: null
         }

apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.html

@@ -50,6 +50,14 @@
         </mat-select>
       </mat-form-field>
     </div>
+    <div class="mb-3 px-2">
+      <mat-checkbox
+        color="primary"
+        name="isExcluded"
+        [(ngModel)]="data.account.isExcluded"
+        >Exclude from Analysis</mat-checkbox
+      >
+    </div>
     <div *ngIf="data.account.id">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Account ID</mat-label>

apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.module.ts

@@ -2,6 +2,7 @@ import { CommonModule } from '@angular/common';
 import { NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
+import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatDialogModule } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
@@ -15,6 +16,7 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.c
     CommonModule,
     FormsModule,
     MatButtonModule,
+    MatCheckboxModule,
     MatDialogModule,
     MatFormFieldModule,
     MatInputModule,

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

@@ -192,6 +192,17 @@
             </div>
           </mat-card>
         </div>
+        <div class="col-xs-12 col-md-4 mb-3">
+          <mat-card class="d-flex flex-column h-100">
+            <div class="flex-grow-1">
+              <h4>Multi-Language</h4>
+              <p class="m-0">
+                Use Ghostfolio in multiple languages: English, Dutch, German,
+                Italian and Spanish are currently supported.
+              </p>
+            </div>
+          </mat-card>
+        </div>
         <div class="col-xs-12 col-md-4 mb-3">
           <mat-card class="d-flex flex-column h-100">
             <div class="flex-grow-1">

apps/client/src/app/pages/landing/landing-page.component.ts

@@ -1,4 +1,7 @@
 import { Component, OnDestroy, OnInit } from '@angular/core';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { Statistics } from '@ghostfolio/common/interfaces/statistics.interface';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { format } from 'date-fns';
 import { Subject } from 'rxjs';
 
@@ -11,6 +14,8 @@ import { Subject } from 'rxjs';
 export class LandingPageComponent implements OnDestroy, OnInit {
   public currentYear = format(new Date(), 'yyyy');
   public demoAuthToken: string;
+  public hasPermissionForStatistics: boolean;
+  public statistics: Statistics;
   public testimonials = [
     {
       author: 'Philipp',
@@ -36,7 +41,16 @@ export class LandingPageComponent implements OnDestroy, OnInit {
 
   private unsubscribeSubject = new Subject<void>();
 
-  public constructor() {}
+  public constructor(private dataService: DataService) {
+    const { globalPermissions, statistics } = this.dataService.fetchInfo();
+
+    this.hasPermissionForStatistics = hasPermission(
+      globalPermissions,
+      permissions.enableStatistics
+    );
+
+    this.statistics = statistics;
+  }
 
   public ngOnInit() {}
 

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

@@ -42,6 +42,103 @@
     </div>
   </div>
 
+  <div *ngIf="hasPermissionForStatistics" class="row mb-5">
+    <div class="col-md-4 d-flex my-1">
+      <a
+        class="d-block"
+        title="Ghostfolio in Numbers: Monthly Active Users (MAU)"
+        [routerLink]="['/about']"
+      >
+        <gf-value
+          icon="people-outline"
+          size="large"
+          [value]="statistics?.activeUsers30d ?? '-'"
+          >Monthly Active Users</gf-value
+        >
+      </a>
+    </div>
+    <div class="col-md-4 d-flex my-1">
+      <a
+        class="d-block"
+        title="Ghostfolio in Numbers: Stars on GitHub"
+        [routerLink]="['/about']"
+      >
+        <gf-value
+          icon="star-outline"
+          size="large"
+          [value]="statistics?.gitHubStargazers ?? '-'"
+          >Stars on GitHub</gf-value
+        >
+      </a>
+    </div>
+    <div class="col-md-4 d-flex my-1">
+      <a
+        class="d-block"
+        title="Ghostfolio in Numbers: Pulls on Docker Hub"
+        [routerLink]="['/about']"
+      >
+        <gf-value
+          icon="cloud-download-outline"
+          size="large"
+          [value]="statistics?.dockerHubPulls ?? '-'"
+          >Pulls on Docker Hub</gf-value
+        >
+      </a>
+    </div>
+  </div>
+
+  <div class="row mb-5">
+    <div class="col-12 text-center text-muted"><small>As seen in</small></div>
+    <div class="col-md-2 d-flex justify-content-center my-1">
+      <a
+        class="d-block logo logo-alternative-to mask"
+        href="https://alternativeto.net"
+        target="_blank"
+        title="AlternativeTo - Crowdsourced software recommendations"
+      ></a>
+    </div>
+    <div class="col-md-2 d-flex justify-content-center my-1">
+      <a
+        class="d-block logo logo-awesome"
+        href="https://github.com/awesome-selfhosted/awesome-selfhosted"
+        target="_blank"
+        title="Awesome-Selfhosted: A list of Free Software network services and web applications which can be hosted on your own servers"
+      ></a>
+    </div>
+    <div class="col-md-2 d-flex justify-content-center my-1">
+      <a
+        class="d-block logo logo-openstartup"
+        href="https://openstartup.tm"
+        target="_blank"
+        title="Open Startup: The most complete list of open startups"
+      ></a>
+    </div>
+    <div class="col-md-2 d-flex justify-content-center my-1">
+      <a
+        class="d-block logo logo-privacy-tools mask"
+        href="https://www.privacytools.io"
+        target="_blank"
+        title="Privacy Tools: Software Alternatives and Encryption"
+      ></a>
+    </div>
+    <div class="col-md-2 d-flex justify-content-center my-1">
+      <a
+        class="d-block logo logo-product-hunt"
+        href="https://www.producthunt.com"
+        target="_blank"
+        title="Product Hunt – The best new products in tech."
+      ></a>
+    </div>
+    <div class="col-md-2 d-flex justify-content-center my-1">
+      <a
+        class="d-block logo logo-unraid mask"
+        href="https://unraid.net"
+        target="_blank"
+        title="Unraid | Unleash Your Hardware"
+      ></a>
+    </div>
+  </div>
+
   <div class="row my-5">
     <div class="col text-center">
       <h2 class="h4 mb-1 text-center">
@@ -55,6 +152,28 @@
     </div>
   </div>
 
+  <div class="row my-3">
+    <div class="col-md-4 my-2">
+      <mat-card>
+        <mat-card-title>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>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>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>
@@ -133,24 +252,48 @@
     </div>
   </div>
 
-  <div class="row my-5">
+  <div class="row my-3">
-    <div class="col-md-6 offset-md-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">
+    </div>
-        <li class="mb-2">
+    <div class="col-md-4 my-2">
-          Sign up anonymously<br />(no e-mail address nor credit card required)
+      <mat-card class="d-flex flex-row h-100">
-        </li>
+        <div class="flex-grow-1">
-        <li class="mb-2">Add any of your historical transactions</li>
+          <div class="font-weight-bold">Sign up anonymously*</div>
-        <li>Get valuable insights of your portfolio composition</li>
+          <div class="text-muted">
-      </ol>
+            <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>
 
   <div class="row my-5">
-    <div class="col-md-6 offset-md-3">
+    <div class="col">
       <h2 class="h4 mb-1 text-center">Are <strong>you</strong> ready?</h2>
       <p class="lead mb-3 text-center">
         Join now or check out the example account
@@ -194,7 +337,7 @@
   <div class="row">
     <div class="align-items-center d-flex flex-column w-100">
       <a
-        class="agplv3-logo"
+        class="logo logo-agplv3 mask"
         href="https://www.gnu.org/licenses/agpl-3.0.html"
         target="_blank"
         title="GNU Affero General Public License Version 3"

apps/client/src/app/pages/landing/landing-page.module.ts

@@ -1,8 +1,10 @@
 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';
+import { GfValueModule } from '@ghostfolio/ui/value';
 
 import { LandingPageRoutingModule } from './landing-page-routing.module';
 import { LandingPageComponent } from './landing-page.component';
@@ -12,8 +14,10 @@ import { LandingPageComponent } from './landing-page.component';
   imports: [
     CommonModule,
     GfLogoModule,
+    GfValueModule,
     LandingPageRoutingModule,
     MatButtonModule,
+    MatCardModule,
     RouterModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

apps/client/src/app/pages/landing/landing-page.scss

@@ -3,16 +3,6 @@
 :host {
   display: block;
 
-  .agplv3-logo {
-    background-color: rgba(var(--dark-primary-text));
-    height: 3rem;
-    mask-image: url('/assets/images/AGPLv3-logo.svg');
-    mask-position: center;
-    mask-repeat: no-repeat;
-    mask-size: contain;
-    width: 7.5rem;
-  }
-
   .button-container {
     .mat-stroked-button {
       background-color: var(--light-background);
@@ -34,6 +24,58 @@
     }
   }
 
+  .logo {
+    height: 3rem;
+    width: 7.5rem;
+
+    &.mask {
+      background-color: rgba(var(--dark-secondary-text));
+      mask-position: center;
+      mask-repeat: no-repeat;
+      mask-size: contain;
+    }
+
+    &.logo-agplv3 {
+      mask-image: url('/assets/images/logo-AGPLv3.svg');
+    }
+
+    &.logo-alternative-to {
+      mask-image: url('/assets/images/logo-alternative-to.svg');
+    }
+
+    &.logo-awesome {
+      background-image: url('/assets/images/logo-awesome.png');
+      background-position: center;
+      background-repeat: no-repeat;
+      background-size: contain;
+      filter: grayscale(1);
+    }
+
+    &.logo-openstartup {
+      background-image: url('/assets/images/logo-openstartup.png');
+      background-position: center;
+      background-repeat: no-repeat;
+      background-size: contain;
+      filter: grayscale(1);
+    }
+
+    &.logo-privacy-tools {
+      mask-image: url('/assets/images/logo-privacy-tools.svg');
+    }
+
+    &.logo-product-hunt {
+      background-image: url('/assets/images/logo-product-hunt.png');
+      background-position: center;
+      background-repeat: no-repeat;
+      background-size: contain;
+      filter: grayscale(1);
+    }
+
+    &.logo-unraid {
+      mask-image: url('/assets/images/logo-unraid.svg');
+    }
+  }
+
   .outro-inner-container {
     aspect-ratio: 16 / 9;
     max-height: 66vh;
@@ -56,16 +98,21 @@
 }
 
 :host-context(.is-dark-theme) {
-  .agplv3-logo {
-    background-color: rgba(var(--light-primary-text));
-  }
-
   .button-container {
     .mat-stroked-button {
       background-color: var(--dark-background);
     }
   }
 
+  .logo {
+    &.logo-agplv3,
+    &.logo-alternative-to,
+    &.logo-privacy-tools,
+    &.logo-unraid {
+      background-color: rgba(var(--light-primary-text));
+    }
+  }
+
   .outro-inner-container {
     div {
       background-image: url('/assets/intro-dark.jpg') !important;

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

@@ -10,6 +10,30 @@
       ></gf-activities-filter>
     </div>
   </div>
+  <div class="row">
+    <div class="col">
+      <mat-card class="mb-3">
+        <mat-card-header class="overflow-hidden w-100">
+          <mat-card-title class="text-truncate" i18n
+            >Proportion of Net Worth</mat-card-title
+          >
+          <gf-value
+            class="align-items-end flex-grow-1 ml-2"
+            size="medium"
+            [isPercent]="true"
+            [value]="isLoading ? undefined : portfolioDetails?.filteredValueInPercentage"
+          ></gf-value>
+        </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">

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

@@ -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]
 })

apps/client/src/app/pages/portfolio/allocations/allocations-page.scss

@@ -20,6 +20,7 @@
       ::ng-deep {
         .mat-card-header-text {
           flex: 1 1 auto;
+          overflow: hidden;
         }
       }
 
@@ -28,4 +29,33 @@
       }
     }
   }
+
+  .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));
+      }
+    }
+  }
 }

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

@@ -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 +65,82 @@ 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
+        .fetchPortfolioPerformance({
+          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 +180,37 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
         this.changeDetectorRef.markForCheck();
       });
 
-    this.userService.stateChanged
+    this.changeDetectorRef.markForCheck();
-      .pipe(takeUntil(this.unsubscribeSubject))
+  }
-      .subscribe((state) => {
+
-        if (state?.user) {
+  private updateBenchmarkDataItems() {
-          this.user = state.user;
+    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();
-        }
+        });
-      });
+    } else {
-  }
+      this.isLoadingBenchmarkComparator = false;
-
+    }
-  public onChangeGroupBy(aMode: GroupBy) {
-    this.mode = aMode;
-  }
-
-  public ngOnDestroy() {
-    this.unsubscribeSubject.next();
-    this.unsubscribeSubject.complete();
   }
 }

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

@@ -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>
+      <gf-benchmark-comparator
-      <div class="mb-4">
+        class="h-100"
-        <div class="align-items-center d-flex mb-4">
+        [benchmark]="user?.settings?.benchmark"
-          <div
+        [benchmarkDataItems]="benchmarkDataItems"
-            class="align-items-center d-flex flex-grow-1 h5 mb-0 text-truncate"
+        [benchmarks]="benchmarks"
-          >
+        [daysInMarket]="daysInMarket"
-            <span i18n>Investment Timeline</span>
+        [isLoading]="isLoadingBenchmarkComparator"
-            <gf-premium-indicator
+        [locale]="user?.settings?.locale"
-              *ngIf="user?.subscription?.type === 'Basic'"
+        [performanceDataItems]="performanceDataItems"
-              class="ml-1"
+        [user]="user"
-            ></gf-premium-indicator>
+        (benchmarkChanged)="onChangeBenchmark($event)"
-          </div>
+        (dateRangeChanged)="onChangeDateRange($event)"
-          <gf-toggle
+      ></gf-benchmark-comparator>
-            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>
 
-  <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>

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

@@ -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,

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

@@ -37,14 +37,14 @@ export class FirePageComponent implements OnDestroy, OnInit {
     this.deviceType = this.deviceService.getDeviceInfo().deviceType;
 
     this.dataService
-      .fetchPortfolioSummary()
+      .fetchPortfolioDetails({})
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ cash, currentValue }) => {
+      .subscribe(({ summary }) => {
-        if (cash === null || currentValue === null) {
+        if (summary.cash === null || summary.currentValue === null) {
           return;
         }
 
-        this.fireWealth = new Big(currentValue);
+        this.fireWealth = new Big(summary.currentValue);
         this.withdrawalRatePerYear = this.fireWealth.mul(4).div(100);
         this.withdrawalRatePerMonth = this.withdrawalRatePerYear.div(12);
 
@@ -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() {

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

@@ -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

apps/client/src/app/pages/register/register-page.component.ts

@@ -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';

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

@@ -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,
@@ -30,13 +31,13 @@ import {
   PortfolioPerformanceResponse,
   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 +182,27 @@ 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 }) {
+  public fetchChart({ range, version }: { range: DateRange; version: number }) {
-    return this.http.get<PortfolioChart>('/api/v1/portfolio/chart', {
+    return this.http.get<PortfolioChart>(`/api/v${version}/portfolio/chart`, {
       params: { range }
     });
   }
@@ -285,7 +301,11 @@ export class DataService {
       );
   }
 
-  public fetchPortfolioDetails({ filters }: { filters?: Filter[] }) {
+  public fetchPortfolioDetails({
+    filters
+  }: {
+    filters?: Filter[];
+  }): Observable<PortfolioDetails> {
     let params = new HttpParams();
 
     if (filters?.length > 0) {
@@ -331,17 +351,32 @@ export class DataService {
       }
     }
 
-    return this.http.get<PortfolioDetails>('/api/v1/portfolio/details', {
+    return this.http
-      params
+      .get<any>('/api/v1/portfolio/details', {
-    });
+        params
+      })
+      .pipe(
+        map((response) => {
+          if (response.summary?.firstOrderDate) {
+            response.summary.firstOrderDate = parseISO(
+              response.summary.firstOrderDate
+            );
+          }
+          return response;
+        })
+      );
   }
 
-  public fetchPortfolioPerformance(params: { [param: string]: any }) {
+  public fetchPortfolioPerformance({
+    range,
+    version
+  }: {
+    range: DateRange;
+    version: number;
+  }) {
     return this.http.get<PortfolioPerformanceResponse>(
-      '/api/v1/portfolio/performance',
+      `/api/v${version}/portfolio/performance`,
-      {
+      { params: { range } }
-        params
-      }
     );
   }
 
@@ -355,18 +390,6 @@ export class DataService {
     return this.http.get<PortfolioReport>('/api/v1/portfolio/report');
   }
 
-  public fetchPortfolioSummary(): Observable<PortfolioSummary> {
-    return this.http.get<any>('/api/v1/portfolio/summary').pipe(
-      map((summary) => {
-        if (summary.firstOrderDate) {
-          summary.firstOrderDate = parseISO(summary.firstOrderDate);
-        }
-
-        return summary;
-      })
-    );
-  }
-
   public fetchPositionDetail({
     dataSource,
     symbol
@@ -430,10 +453,6 @@ 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

apps/client/src/assets/images/logo-privacy-tools.svg

@@ -0,0 +1,35 @@
+<svg version="1.2" baseProfile="tiny-ps" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 508 101" width="508" height="101">
+  <title>horizontal-svg</title>
+  <style>
+    tspan { white-space:pre }
+    .shp0 { fill: #3498db }
+    .shp1 { fill: transparent }
+    .shp2 { fill: #8a9595 }
+  </style>
+  <g id="Logo">
+    <g id="Shield">
+      <g id="Layer">
+        <path id="Layer" class="shp0" d="M284.81 0C279.86 0.24 254.33 8.51 242.56 14.89C240.87 15.81 239.01 18.96 239 20.34C239 33 242.05 51.67 250.66 68.26L267.5 51.42C264.25 43.19 266.19 33.81 272.44 27.56C276.25 23.94 283.41 21.26 289.64 21.15C292.47 21.1 295.11 21.58 297.15 22.74C298.34 23.43 297.78 24.32 297.42 24.68L284.52 37.05C282.89 38.8 284.3 43.29 285.36 46.15C288.21 47.2 292.7 48.61 294.45 46.98L306.83 34.08C307.18 33.73 308.07 33.17 308.76 34.36C312.47 40.88 309.21 53.53 303.95 59.06C297.69 65.32 288.31 67.26 280.09 64L260.76 83.33C267.04 90.61 274.95 96.69 284.81 100.54C320.46 86.63 330.62 43.46 330.62 20.34C330.61 18.96 328.76 15.81 327.06 14.89C315.29 8.51 289.76 0.24 284.81 0L284.81 0Z" />
+        <g id="Layer">
+          <path id="Layer" class="shp1" d="M250.69 68.23C250.93 68.68 251.17 69.13 251.41 69.58C252.43 71.46 253.52 73.31 254.69 75.12C255.86 76.93 257.1 78.69 258.43 80.4C259.19 81.38 259.98 82.35 260.8 83.3L280.12 63.97C288.35 67.23 297.73 65.29 303.98 59.03C309.25 53.5 312.51 40.85 308.8 34.33C308.11 33.14 307.22 33.7 306.86 34.05L294.49 46.95C292.74 48.58 288.25 47.17 285.39 46.12C284.34 43.26 282.93 38.77 284.56 37.02L297.46 24.65C297.81 24.29 298.37 23.4 297.18 22.71C295.14 21.55 292.51 21.07 289.68 21.12C283.45 21.23 276.28 23.91 272.48 27.53C266.22 33.79 264.28 43.16 267.54 51.39L250.69 68.23Z" />
+        </g>
+      </g>
+    </g>
+    <g id="Tools">
+      <path id="Layer" class="shp2" d="M343.3 31.55L343.3 24.61L387.83 24.61L387.83 31.55L369.48 31.55L369.48 76.83L361.65 76.83L361.65 31.55L343.3 31.55Z" />
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+      <path id="Layer" class="shp2" d="M473.1 22.97L473.1 76.83L465.64 76.83L465.64 24.61L473.1 22.97Z" />
+      <path id="Layer" class="shp2" d="M475.48 71.9L479.51 66.98C481.5 68.52 483.51 69.71 485.55 70.56C487.64 71.35 489.75 71.75 491.89 71.75C494.58 71.75 496.76 71.23 498.45 70.18C500.15 69.14 500.99 67.77 500.99 66.08C500.99 64.74 500.49 63.67 499.5 62.87C498.5 62.08 496.96 61.53 494.87 61.23L488.01 60.26C484.28 59.72 481.45 58.57 479.51 56.83C477.62 55.04 476.67 52.68 476.67 49.75C476.67 46.31 478.04 43.55 480.78 41.47C483.51 39.33 487.09 38.26 491.52 38.26C494.3 38.26 496.94 38.66 499.42 39.45C501.96 40.25 504.42 41.47 506.81 43.11L503 48.03C500.92 46.64 498.88 45.64 496.89 45.05C494.95 44.4 492.98 44.08 490.99 44.08C488.71 44.08 486.87 44.55 485.48 45.49C484.08 46.44 483.39 47.68 483.39 49.22C483.39 50.62 483.86 51.69 484.8 52.43C485.8 53.13 487.41 53.65 489.65 54L496.51 54.97C500.24 55.51 503.08 56.68 505.02 58.47C507.01 60.26 508 62.63 508 65.56C508 67.25 507.58 68.84 506.73 70.33C505.94 71.78 504.82 73.02 503.38 74.06C501.99 75.11 500.32 75.95 498.38 76.6C496.44 77.2 494.35 77.49 492.11 77.49C488.83 77.49 485.75 77.02 482.86 76.08C480.03 75.13 477.57 73.74 475.48 71.9L475.48 71.9Z" />
+    </g>
+    <g id="Privacy">
+      <path id="Layer" fill-rule="evenodd" class="shp2" d="M1.46 76.82L1.46 24.6L25.63 24.6C30.7 24.6 34.8 26.07 37.94 29.01C41.12 31.89 42.71 35.64 42.71 40.27C42.71 44.85 41.12 48.57 37.94 51.46C34.75 54.34 30.65 55.79 25.63 55.79L9.29 55.79L9.29 76.82L1.46 76.82ZM24.81 31.47L9.29 31.47L9.29 49.15L24.81 49.15C27.84 49.15 30.25 48.35 32.04 46.76C33.88 45.12 34.8 42.95 34.8 40.27C34.8 37.58 33.88 35.45 32.04 33.85C30.25 32.26 27.84 31.47 24.81 31.47L24.81 31.47Z" />
+      <path id="Layer" class="shp2" d="M46.91 76.82L46.91 38.85L54.37 38.85L54.37 43.7C55.51 41.86 56.98 40.47 58.77 39.52C60.56 38.53 62.57 38.03 64.81 38.03C65.61 38.03 66.3 38.08 66.9 38.18C67.5 38.28 68.07 38.43 68.62 38.63L68.62 45.34C67.92 45.09 67.2 44.89 66.45 44.74C65.71 44.6 64.96 44.52 64.22 44.52C62.03 44.52 60.06 45.12 58.32 46.31C56.63 47.46 55.31 49.17 54.37 51.46L54.37 76.82L46.91 76.82Z" />
+      <path id="Layer" class="shp2" d="M75.41 32.74C74.17 32.74 73.1 32.29 72.2 31.4C71.31 30.45 70.86 29.36 70.86 28.12C70.86 26.87 71.31 25.8 72.2 24.91C73.1 23.96 74.17 23.49 75.41 23.49C76.65 23.49 77.72 23.96 78.62 24.91C79.56 25.8 80.03 26.87 80.03 28.12C80.03 29.36 79.56 30.45 78.62 31.4C77.72 32.29 76.65 32.74 75.41 32.74L75.41 32.74ZM79.14 38.86L79.14 76.82L71.68 76.82L71.68 38.86L79.14 38.86Z" />
+      <path id="Layer" class="shp2" d="M97.33 76.82L80.92 38.85L89.12 38.85L100.98 67.27L112.84 38.85L120.83 38.85L104.41 76.82L97.33 76.82Z" />
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+      <path id="Layer" class="shp2" d="M204.75 80.4L206.24 76.97L191.1 38.85L199.31 38.85L210.42 67.87L222.65 38.85L230.71 38.85L212.36 81.37C210.62 85.4 208.63 88.28 206.39 90.02C204.15 91.81 201.29 92.71 197.81 92.71C197.02 92.71 196.27 92.66 195.57 92.56C194.93 92.51 194.36 92.41 193.86 92.26L193.86 85.7C194.36 85.8 194.85 85.87 195.35 85.92C195.9 85.97 196.52 85.99 197.22 85.99C198.91 85.99 200.37 85.52 201.62 84.58C202.91 83.68 203.95 82.29 204.75 80.4L204.75 80.4Z" />
+    </g>
+  </g>
+</svg>

apps/client/src/assets/images/logo-unraid.svg

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 222.4 139.8">
+  <path fill="#ffffff" d="M146.70000000000002 130.2H135l-3 9h-6.5l13.4-38.5h8l13.4 38.5h-7.1l-10.6-31.6-5.8 16.9h8.2l1.7 5.7zM29.7 100.8v25.4c0 8.9-5.8 13.6-14.9 13.6-9 0-14.8-4.7-14.8-13.6v-25.4h6.5v25.4c0 5.2 3.2 7.9 8.2 7.9 5.2 0 8.4-2.7 8.4-7.9v-25.4h6.6zM50.9 112.7v26.5h-6.5v-38.5h6.1l17 26.5v-26.5H74v38.5h-6.1l-17-26.5zM171.3 100.8h6.5v38.5h-6.5v-38.5zM222.4 125.4c0 9-5.9 13.8-15.2 13.8h-14.5v-38.5h14.6c9.2 0 15.1 4.8 15.1 13.8v10.9zm-6.6-10.8c0-5.3-3.3-8.1-8.5-8.1h-8.1v27.1h8c5.3 0 8.6-2.8 8.6-8.1v-10.9zM108.3 124.7c4.3-1.6 6.9-5.3 6.9-11.5 0-8.7-5.1-12.4-12.8-12.4H88.8v38.5h6.5v-32.8h6.9c3.8 0 6.2 1.8 6.2 6.7s-2.4 6.8-6.2 6.8h-3.4l9.2 19.4h7.5l-7.2-14.7z" class="st0"></path>
+  <linearGradient id="SVGID_1_" x1="68.07" x2="154.073" y1="81.489" y2="-4.514" gradientUnits="userSpaceOnUse">
+    <stop offset="0" stop-color="#e32929"></stop>
+    <stop offset="1" stop-color="#ff8d30"></stop>
+  </linearGradient>
+  <path fill="url(#SVGID_1_)" d="M107.8 19.2h6.5v38.5h-6.5V19.2zM50.9 57.7h-6.5V19.2h6.5v38.5zm25.2 4.6h6.5V77h-6.5V62.3zM60.2 45.8h6.5v23.8h-6.5V45.8zm31.7 0h6.5v23.8h-6.5V45.8zm79.4-26.6h6.5v38.5h-6.5V19.2zm-25.2-4.5h-6.5V0h6.5v14.7zM162 31.1h-6.5V7.4h6.5v23.7zm-31.8 0h-6.5V7.4h6.5v23.7z"></path>
+</svg>

apps/client/src/locales/messages.de.xlf

@@ -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>
@@ -38,7 +38,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">28</context>
+          <context context-type="linenumber">31</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/create-or-update-access-dialog/create-or-update-access-dialog.html</context>
@@ -86,7 +86,7 @@
         <target state="translated">Aktivitäten</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html</context>
-          <context context-type="linenumber">33</context>
+          <context context-type="linenumber">35</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/accounts-table/accounts-table.component.html</context>
@@ -210,7 +210,7 @@
         <target state="translated">Jobs löschen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">21</context>
+          <context context-type="linenumber">24</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7cd2168068d1fd50772c493d493f83e4e412ebc8" datatype="html">
@@ -218,7 +218,7 @@
         <target state="translated">Symbol</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">29</context>
+          <context context-type="linenumber">32</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/admin-market-data.html</context>
@@ -238,7 +238,7 @@
         <target state="translated">Datenquelle</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">30</context>
+          <context context-type="linenumber">33</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/admin-market-data.html</context>
@@ -254,7 +254,7 @@
         <target state="translated">Versuche</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">31</context>
+          <context context-type="linenumber">34</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1b051734b0ee9021991c91b3ed4e81c244322462" datatype="html">
@@ -262,7 +262,7 @@
         <target state="translated">Erstellt</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">32</context>
+          <context context-type="linenumber">35</context>
         </context-group>
       </trans-unit>
       <trans-unit id="edcc19a49c950289ffe5d38be4843cdf194e5622" datatype="html">
@@ -270,7 +270,7 @@
         <target state="translated">Abgeschlossen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">33</context>
+          <context context-type="linenumber">36</context>
         </context-group>
       </trans-unit>
       <trans-unit id="81b97b8ea996ad1e4f9fca8415021850214884b1" datatype="html">
@@ -278,7 +278,7 @@
         <target state="translated">Status</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">34</context>
+          <context context-type="linenumber">37</context>
         </context-group>
       </trans-unit>
       <trans-unit id="779aa6949e9d62c58ad44357d11a3157ef6780f5" datatype="html">
@@ -286,7 +286,7 @@
         <target state="translated">Anlageprofil</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">49</context>
+          <context context-type="linenumber">52</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8ea23a2cc3e9549fa71e7724870038a17216b210" datatype="html">
@@ -294,7 +294,7 @@
         <target state="translated">Historische Marktdaten</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">54</context>
+          <context context-type="linenumber">57</context>
         </context-group>
       </trans-unit>
       <trans-unit id="30afc50625f30e4ac97acc23fd7e77031a341a8f" datatype="html">
@@ -302,7 +302,7 @@
         <target state="translated">Daten anzeigen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">112</context>
         </context-group>
       </trans-unit>
       <trans-unit id="94e6ec0f0d021b88dfa4ef191447315fc1898f00" datatype="html">
@@ -310,7 +310,7 @@
         <target state="translated">Stacktrace anzeigen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">116</context>
+          <context context-type="linenumber">119</context>
         </context-group>
       </trans-unit>
       <trans-unit id="de50f7bcb18ed16c00012741202155acb5c61acf" datatype="html">
@@ -318,7 +318,7 @@
         <target state="translated">Job löschen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">119</context>
+          <context context-type="linenumber">122</context>
         </context-group>
       </trans-unit>
       <trans-unit id="bfb6a28329c452254e363723ef9718b5178dfd1d" datatype="html">
@@ -370,7 +370,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.html</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">74</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.html</context>
@@ -394,7 +394,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.html</context>
@@ -574,7 +574,7 @@
         <target state="translated">Hinzufügen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-overview/admin-overview.html</context>
-          <context context-type="linenumber">183</context>
+          <context context-type="linenumber">187</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e799e6b926557f0098f41888cdf8df868eff3d47" datatype="html">
@@ -582,7 +582,7 @@
         <target state="translated">Verwaltung</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-overview/admin-overview.html</context>
-          <context context-type="linenumber">190</context>
+          <context context-type="linenumber">194</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c7ac907e52a7ce2ac70b1786eb5f403ce306ce1f" datatype="html">
@@ -590,7 +590,7 @@
         <target state="translated">Cache leeren</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-overview/admin-overview.html</context>
-          <context context-type="linenumber">194</context>
+          <context context-type="linenumber">198</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2817099043823177227" datatype="html">
@@ -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">
@@ -1031,10 +1031,10 @@
       </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>
+          <context context-type="linenumber">190</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e1b20ce1622d86ae0a75a3555a1a9ae7c2c60e58" datatype="html">
@@ -1042,7 +1042,7 @@
         <target state="translated">Performance pro Jahr</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">190</context>
+          <context context-type="linenumber">201</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
@@ -1050,7 +1050,7 @@
         <target state="translated">Dividenden</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">206</context>
+          <context context-type="linenumber">217</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
@@ -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">
@@ -1172,6 +1172,10 @@
       <trans-unit id="3041670542776846470" datatype="html">
         <source>This feature requires a subscription.</source>
         <target state="translated">Diese Funktion erfordert ein Abonnement.</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/home-summary/home-summary.component.ts</context>
+          <context context-type="linenumber">112</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/core/http-response.interceptor.ts</context>
           <context context-type="linenumber">67</context>
@@ -1180,6 +1184,10 @@
       <trans-unit id="5499742151525073097" datatype="html">
         <source>Upgrade Plan</source>
         <target state="translated">Abonnement abschliessen</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/home-summary/home-summary.component.ts</context>
+          <context context-type="linenumber">114</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/core/http-response.interceptor.ts</context>
           <context context-type="linenumber">69</context>
@@ -1262,7 +1270,7 @@
         <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 +1278,7 @@
         <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 +1286,7 @@
         <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 +1294,7 @@
         <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 +1302,7 @@
         <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 +1331,7 @@
       </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 +1387,10 @@
       </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">144</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4402006eb2c97591dd8c87a5bd8f721fe9e4dc00" datatype="html">
@@ -1390,7 +1398,7 @@
         <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">146</context>
         </context-group>
       </trans-unit>
       <trans-unit id="234d001ccf20d47ac6a2846bb029eebb61444d15" datatype="html">
@@ -1398,7 +1406,7 @@
         <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">172</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9ae348ee3a7319c2fc4794fa8bc425999d355f8f" datatype="html">
@@ -1406,7 +1414,7 @@
         <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">196</context>
         </context-group>
       </trans-unit>
       <trans-unit id="83c4d4d764d2e2725ab8e919ec16ac400e1f290a" datatype="html">
@@ -1414,7 +1422,7 @@
         <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">223</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9021c579c084e68d9db06a569d76f024111c6c54" datatype="html">
@@ -1422,7 +1430,7 @@
         <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">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5e41f1b4c46ad9e0a9bc83fa36445483aa5cc324" datatype="html">
@@ -1516,6 +1524,10 @@
       <trans-unit id="f53dff66901984e217d461bf10fde4e26612c3d3" datatype="html">
         <source>Platform</source>
         <target state="translated">Plattform</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html</context>
+          <context context-type="linenumber">29</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/accounts-table/accounts-table.component.html</context>
           <context context-type="linenumber">35</context>
@@ -1530,7 +1542,7 @@
         <target state="translated">Konto ID</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.html</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4979019387603946865" datatype="html">
@@ -1618,7 +1630,7 @@
         <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">41</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@@ -1626,7 +1638,7 @@
         <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">66</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@@ -1634,7 +1646,7 @@
         <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">94</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@@ -1642,7 +1654,7 @@
         <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">122</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@@ -1650,7 +1662,7 @@
         <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">150</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@@ -1658,7 +1670,7 @@
         <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">179</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@@ -1666,7 +1678,7 @@
         <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">207</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@@ -1674,7 +1686,7 @@
         <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">238</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -1694,7 +1706,7 @@
         <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 +1718,7 @@
         <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 +1726,7 @@
         <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 +1734,7 @@
         <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 +2048,10 @@
       <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">107</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 +2075,7 @@
       </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>
@@ -2268,9 +2284,13 @@
       <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>
+          <context context-type="linenumber">119</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c004f99bac91f7dc28e87d458f80e5035ae99884" datatype="html">
@@ -2286,7 +2306,7 @@
         <target state="translated">Sprache</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
-          <context context-type="linenumber">115</context>
+          <context context-type="linenumber">118</context>
         </context-group>
       </trans-unit>
       <trans-unit id="22b6da584a3402f5d6bc028dcca0975ac27ad830" datatype="html">
@@ -2410,7 +2430,7 @@
         <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">264</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2422,7 +2442,7 @@
         <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">273</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2434,7 +2454,7 @@
         <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">282</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2449,50 +2469,6 @@
           <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 +2479,7 @@
       </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 +2498,7 @@
         <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 +2506,7 @@
         <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 +2514,7 @@
         <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 +2531,7 @@
       </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 +2574,7 @@
         <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 +2617,62 @@
           <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">211</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">18</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">116</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">18</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="ac598d664f86ba5783915d65f2664a7f38a9d23a" datatype="html">
+        <source>Account Type</source>
+        <target state="new">Account Type</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html</context>
+          <context context-type="linenumber">25</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="98fc3013bfcbf452b9f37bbfcdb77b9b882866e3" datatype="html">
+        <source>Excluded from Analysis</source>
+        <target state="new">Excluded from Analysis</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">176</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/locales/messages.xlf

@@ -35,7 +35,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">28</context>
+          <context context-type="linenumber">31</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/create-or-update-access-dialog/create-or-update-access-dialog.html</context>
@@ -79,7 +79,7 @@
         <source>Activities</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html</context>
-          <context context-type="linenumber">33</context>
+          <context context-type="linenumber">35</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/accounts-table/accounts-table.component.html</context>
@@ -196,14 +196,14 @@
         <source>Delete Jobs</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">21</context>
+          <context context-type="linenumber">24</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7cd2168068d1fd50772c493d493f83e4e412ebc8" datatype="html">
         <source>Symbol</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">29</context>
+          <context context-type="linenumber">32</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/admin-market-data.html</context>
@@ -222,7 +222,7 @@
         <source>Data Source</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">30</context>
+          <context context-type="linenumber">33</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/admin-market-data.html</context>
@@ -237,63 +237,63 @@
         <source>Attempts</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">31</context>
+          <context context-type="linenumber">34</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1b051734b0ee9021991c91b3ed4e81c244322462" datatype="html">
         <source>Created</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">32</context>
+          <context context-type="linenumber">35</context>
         </context-group>
       </trans-unit>
       <trans-unit id="edcc19a49c950289ffe5d38be4843cdf194e5622" datatype="html">
         <source>Finished</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">33</context>
+          <context context-type="linenumber">36</context>
         </context-group>
       </trans-unit>
       <trans-unit id="81b97b8ea996ad1e4f9fca8415021850214884b1" datatype="html">
         <source>Status</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">34</context>
+          <context context-type="linenumber">37</context>
         </context-group>
       </trans-unit>
       <trans-unit id="779aa6949e9d62c58ad44357d11a3157ef6780f5" datatype="html">
         <source>Asset Profile</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">49</context>
+          <context context-type="linenumber">52</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8ea23a2cc3e9549fa71e7724870038a17216b210" datatype="html">
         <source>Historical Market Data</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">54</context>
+          <context context-type="linenumber">57</context>
         </context-group>
       </trans-unit>
       <trans-unit id="30afc50625f30e4ac97acc23fd7e77031a341a8f" datatype="html">
         <source>View Data</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">112</context>
         </context-group>
       </trans-unit>
       <trans-unit id="94e6ec0f0d021b88dfa4ef191447315fc1898f00" datatype="html">
         <source>View Stacktrace</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">116</context>
+          <context context-type="linenumber">119</context>
         </context-group>
       </trans-unit>
       <trans-unit id="de50f7bcb18ed16c00012741202155acb5c61acf" datatype="html">
         <source>Delete Job</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
-          <context context-type="linenumber">119</context>
+          <context context-type="linenumber">122</context>
         </context-group>
       </trans-unit>
       <trans-unit id="bfb6a28329c452254e363723ef9718b5178dfd1d" datatype="html">
@@ -341,7 +341,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.html</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">74</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.html</context>
@@ -364,7 +364,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.html</context>
@@ -523,21 +523,21 @@
         <source>Add</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-overview/admin-overview.html</context>
-          <context context-type="linenumber">183</context>
+          <context context-type="linenumber">187</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e799e6b926557f0098f41888cdf8df868eff3d47" datatype="html">
         <source>Housekeeping</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-overview/admin-overview.html</context>
-          <context context-type="linenumber">190</context>
+          <context context-type="linenumber">194</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c7ac907e52a7ce2ac70b1786eb5f403ce306ce1f" datatype="html">
         <source>Flush Cache</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-overview/admin-overview.html</context>
-          <context context-type="linenumber">194</context>
+          <context context-type="linenumber">198</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2817099043823177227" datatype="html">
@@ -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">
@@ -936,28 +936,28 @@
         <source>Net Worth</source>
         <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>
+          <context context-type="linenumber">190</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e1b20ce1622d86ae0a75a3555a1a9ae7c2c60e58" datatype="html">
         <source>Annualized Performance</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">190</context>
+          <context context-type="linenumber">201</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
         <source>Dividend</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">206</context>
+          <context context-type="linenumber">217</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
         <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">
@@ -1058,6 +1058,10 @@
       </trans-unit>
       <trans-unit id="3041670542776846470" datatype="html">
         <source>This feature requires a subscription.</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/home-summary/home-summary.component.ts</context>
+          <context context-type="linenumber">112</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/core/http-response.interceptor.ts</context>
           <context context-type="linenumber">67</context>
@@ -1065,6 +1069,10 @@
       </trans-unit>
       <trans-unit id="5499742151525073097" datatype="html">
         <source>Upgrade Plan</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/home-summary/home-summary.component.ts</context>
+          <context context-type="linenumber">114</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/core/http-response.interceptor.ts</context>
           <context context-type="linenumber">69</context>
@@ -1137,35 +1145,35 @@
         <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 +1251,42 @@
         <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">144</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">146</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">172</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">196</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">223</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">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5e41f1b4c46ad9e0a9bc83fa36445483aa5cc324" datatype="html">
@@ -1362,6 +1370,10 @@
       </trans-unit>
       <trans-unit id="f53dff66901984e217d461bf10fde4e26612c3d3" datatype="html">
         <source>Platform</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html</context>
+          <context context-type="linenumber">29</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/accounts-table/accounts-table.component.html</context>
           <context context-type="linenumber">35</context>
@@ -1375,7 +1387,7 @@
         <source>Account ID</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.html</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4979019387603946865" datatype="html">
@@ -1453,56 +1465,56 @@
         <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">41</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">66</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">94</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">122</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">150</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">179</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">207</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">238</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -1520,7 +1532,7 @@
         <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 +1543,21 @@
         <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 +1836,10 @@
       </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">107</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>
@@ -2027,9 +2043,13 @@
       </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>
+          <context context-type="linenumber">119</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c004f99bac91f7dc28e87d458f80e5035ae99884" datatype="html">
@@ -2043,7 +2063,7 @@
         <source>Language</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
-          <context context-type="linenumber">115</context>
+          <context context-type="linenumber">118</context>
         </context-group>
       </trans-unit>
       <trans-unit id="22b6da584a3402f5d6bc028dcca0975ac27ad830" datatype="html">
@@ -2096,7 +2116,7 @@
         <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">264</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2136,7 +2156,7 @@
         <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">282</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2147,7 +2167,7 @@
         <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">273</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2189,45 +2209,6 @@
           <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 +2227,7 @@
         <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 +2248,7 @@
         <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 +2266,7 @@
         <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 +2312,7 @@
         <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 +2340,55 @@
           <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">211</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">116</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">18</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">18</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="98fc3013bfcbf452b9f37bbfcdb77b9b882866e3" datatype="html">
+        <source>Excluded from Analysis</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
+          <context context-type="linenumber">176</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="ac598d664f86ba5783915d65f2664a7f38a9d23a" datatype="html">
+        <source>Account Type</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html</context>
+          <context context-type="linenumber">25</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/styles.scss

@@ -18,6 +18,7 @@ $mat-css-light-theme-selector: '.is-light-theme';
 
 :root {
   --dark-background: rgb(39, 39, 39);
+  --font-family-sans-serif: Roboto, 'Helvetica Neue', sans-serif;
   --light-background: rgb(255, 255, 255);
 }
 
@@ -146,11 +147,8 @@ ngx-skeleton-loader {
   @include gf-table;
 }
 
-.mat-fab,
+.lead {
-.mat-flat-button {
+  font-weight: unset;
-  &.mat-primary {
-    color: rgba(var(--light-primary-text)) !important;
-  }
 }
 
 .mat-card {
@@ -164,6 +162,49 @@ ngx-skeleton-loader {
   margin: 0 !important;
 }
 
+.mat-fab,
+.mat-flat-button {
+  &.mat-primary {
+    color: rgba(var(--light-primary-text)) !important;
+  }
+}
+
+.mat-form-field {
+  &.compact-with-outline {
+    .mat-form-field-wrapper {
+      margin: 0.5rem 0 0.25rem;
+      padding-bottom: 1rem;
+
+      .mat-form-field-infix {
+        border-top-width: 0;
+        padding: 1rem 0 0.75rem;
+
+        .mat-form-field-label {
+          margin-top: 0.1rem;
+        }
+
+        .mat-select-arrow-wrapper {
+          transform: none;
+        }
+      }
+
+      .mat-form-field-prefix {
+        top: 0;
+      }
+
+      .mat-form-field-suffix {
+        top: 0;
+      }
+    }
+  }
+
+  &.without-hint {
+    .mat-form-field-wrapper {
+      padding-bottom: 0;
+    }
+  }
+}
+
 .no-min-width {
   min-width: unset !important;
 }

docker/docker-compose.build.yml

@@ -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: