Release 1.194.0 (#1269)

* Add percentage visualization of the active filter

* Update changelog

CHANGELOG.md

@@ -5,6 +5,49 @@ 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).
 
+## 1.194.0 - 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

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

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

@@ -12,6 +12,7 @@ import {
   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';
@@ -31,7 +32,11 @@ export class BenchmarkService {
   ) {}
 
   public calculateChangeInPercentage(baseValue: number, currentValue: number) {
-    return new Big(currentValue).div(baseValue).minus(1).toNumber();
+    if (baseValue && currentValue) {
+      return new Big(currentValue).div(baseValue).minus(1).toNumber();
+    }
+
+    return 0;
   }
 
   public async getBenchmarks({ useCache = true } = {}): Promise<
@@ -51,25 +56,25 @@ export class BenchmarkService {
       } catch {}
     }
 
-    const benchmarkAssets: UniqueAsset[] =
-      ((await this.propertyService.getByKey(
-        PROPERTY_BENCHMARKS
-      )) as UniqueAsset[]) ?? [];
+    const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
+
     const promises: Promise<number>[] = [];
 
-    const [quotes, assetProfiles] = await Promise.all([
-      this.dataProviderService.getQuotes(benchmarkAssets),
-      this.symbolProfileService.getSymbolProfiles(benchmarkAssets)
-    ]);
+    const quotes = await this.dataProviderService.getQuotes(
+      benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
+        return { dataSource, symbol };
+      })
+    );
 
-    for (const benchmarkAsset of benchmarkAssets) {
-      promises.push(this.marketDataService.getMax(benchmarkAsset));
+    for (const { dataSource, symbol } of benchmarkAssetProfiles) {
+      promises.push(this.marketDataService.getMax({ dataSource, symbol }));
     }
 
     const allTimeHighs = await Promise.all(promises);
 
     benchmarks = allTimeHighs.map((allTimeHigh, index) => {
-      const { marketPrice } = quotes[benchmarkAssets[index].symbol] ?? {};
+      const { marketPrice } =
+        quotes[benchmarkAssetProfiles[index].symbol] ?? {};
 
       let performancePercentFromAllTimeHigh = 0;
 
@@ -84,12 +89,7 @@ export class BenchmarkService {
         marketCondition: this.getMarketCondition(
           performancePercentFromAllTimeHigh
         ),
-        name: assetProfiles.find(({ dataSource, symbol }) => {
-          return (
-            dataSource === benchmarkAssets[index].dataSource &&
-            symbol === benchmarkAssets[index].symbol
-          );
-        })?.name,
+        name: benchmarkAssetProfiles[index].name,
         performances: {
           allTimeHigh: {
             performancePercent: performancePercentFromAllTimeHigh
@@ -107,22 +107,28 @@ export class BenchmarkService {
     return benchmarks;
   }
 
-  public async getBenchmarkAssetProfiles(): Promise<UniqueAsset[]> {
-    const benchmarkAssets: UniqueAsset[] =
-      ((await this.propertyService.getByKey(
-        PROPERTY_BENCHMARKS
-      )) as UniqueAsset[]) ?? [];
-
-    const assetProfiles = await this.symbolProfileService.getSymbolProfiles(
-      benchmarkAssets
-    );
-
-    return assetProfiles.map(({ dataSource, symbol }) => {
-      return {
-        dataSource,
-        symbol
-      };
+  public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
+    const symbolProfileIds: string[] = (
+      ((await this.propertyService.getByKey(PROPERTY_BENCHMARKS)) as {
+        symbolProfileId: string;
+      }[]) ?? []
+    ).map(({ symbolProfileId }) => {
+      return symbolProfileId;
     });
+
+    const assetProfiles =
+      await this.symbolProfileService.getSymbolProfilesByIds(symbolProfileIds);
+
+    return assetProfiles
+      .map(({ dataSource, id, name, symbol }) => {
+        return {
+          dataSource,
+          id,
+          name,
+          symbol
+        };
+      })
+      .sort((a, b) => a.name.localeCompare(b.name));
   }
 
   public async getMarketDataBySymbol({

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

@@ -4,22 +4,36 @@ import * as path from 'path';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
 import { Injectable, NestMiddleware } from '@nestjs/common';
+import { ConfigService } from '@nestjs/config';
 import { NextFunction, Request, Response } from 'express';
 
 @Injectable()
 export class FrontendMiddleware implements NestMiddleware {
-  public indexHtmlDe = fs.readFileSync(
-    this.getPathOfIndexHtmlFile('de'),
-    'utf8'
-  );
-  public indexHtmlEn = fs.readFileSync(
-    this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
-    'utf8'
-  );
+  public indexHtmlDe = '';
+  public indexHtmlEn = '';
+  public isProduction: boolean;
 
   public constructor(
+    private readonly configService: ConfigService,
     private readonly configurationService: ConfigurationService
-  ) {}
+  ) {
+    const NODE_ENV =
+      this.configService.get<'development' | 'production'>('NODE_ENV') ??
+      'development';
+
+    this.isProduction = NODE_ENV === 'production';
+
+    try {
+      this.indexHtmlDe = fs.readFileSync(
+        this.getPathOfIndexHtmlFile('de'),
+        'utf8'
+      );
+      this.indexHtmlEn = fs.readFileSync(
+        this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
+        'utf8'
+      );
+    } catch {}
+  }
 
   public use(req: Request, res: Response, next: NextFunction) {
     let featureGraphicPath = 'assets/cover.png';
@@ -31,7 +45,11 @@ 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/')) {

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

@@ -967,6 +967,10 @@ export class PortfolioCalculator {
         feesAtStartDate = fees;
         grossPerformanceAtStartDate = grossPerformance;
       }
+
+      if (i === indexOfEndOrder) {
+        break;
+      }
     }
 
     timeWeightedGrossPerformancePercentage =

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

@@ -168,13 +168,19 @@ export class PortfolioController {
       })
     ];
 
-    const { accounts, holdings, hasErrors } =
-      await this.portfolioService.getDetails(
-        impersonationId,
-        this.request.user.id,
-        range,
-        filters
-      );
+    const {
+      accounts,
+      filteredValueInBaseCurrency,
+      filteredValueInPercentage,
+      hasErrors,
+      holdings,
+      totalValueInBaseCurrency
+    } = await this.portfolioService.getDetails(
+      impersonationId,
+      this.request.user.id,
+      range,
+      filters
+    );
 
     if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
       hasError = true;
@@ -234,8 +240,11 @@ export class PortfolioController {
 
     return {
       accounts,
+      filteredValueInBaseCurrency,
+      filteredValueInPercentage,
       hasError,
-      holdings
+      holdings,
+      totalValueInBaseCurrency
     };
   }
 

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

@@ -474,12 +474,21 @@ export class PortfolioService {
     });
 
     const holdings: PortfolioDetails['holdings'] = {};
-    const totalInvestment = currentPositions.totalInvestment.plus(
-      cashDetails.balanceInBaseCurrency
-    );
-    const totalValue = currentPositions.currentValue.plus(
+    const totalInvestmentInBaseCurrency = currentPositions.totalInvestment.plus(
       cashDetails.balanceInBaseCurrency
     );
+    let filteredValueInBaseCurrency = currentPositions.currentValue;
+
+    if (
+      aFilters?.length === 0 ||
+      (aFilters?.length === 1 &&
+        aFilters[0].type === 'ASSET_CLASS' &&
+        aFilters[0].id === 'CASH')
+    ) {
+      filteredValueInBaseCurrency = filteredValueInBaseCurrency.plus(
+        cashDetails.balanceInBaseCurrency
+      );
+    }
 
     const dataGatheringItems = currentPositions.positions.map((position) => {
       return {
@@ -540,10 +549,12 @@ export class PortfolioService {
 
       holdings[item.symbol] = {
         markets,
-        allocationCurrent: totalValue.eq(0)
+        allocationCurrent: filteredValueInBaseCurrency.eq(0)
           ? 0
-          : value.div(totalValue).toNumber(),
-        allocationInvestment: item.investment.div(totalInvestment).toNumber(),
+          : value.div(filteredValueInBaseCurrency).toNumber(),
+        allocationInvestment: item.investment
+          .div(totalInvestmentInBaseCurrency)
+          .toNumber(),
         assetClass: symbolProfile.assetClass,
         assetSubClass: symbolProfile.assetSubClass,
         countries: symbolProfile.countries,
@@ -577,8 +588,8 @@ export class PortfolioService {
         cashDetails,
         emergencyFund,
         userCurrency,
-        investment: totalInvestment,
-        value: totalValue
+        investment: totalInvestmentInBaseCurrency,
+        value: filteredValueInBaseCurrency
       });
 
       for (const symbol of Object.keys(cashPositions)) {
@@ -594,7 +605,18 @@ export class PortfolioService {
       filters: aFilters
     });
 
-    return { accounts, holdings, hasErrors: currentPositions.hasErrors };
+    const summary = await this.getSummary(aImpersonationId);
+
+    return {
+      accounts,
+      holdings,
+      filteredValueInBaseCurrency: filteredValueInBaseCurrency.toNumber(),
+      filteredValueInPercentage: summary.netWorth
+        ? filteredValueInBaseCurrency.div(summary.netWorth).toNumber()
+        : 0,
+      hasErrors: currentPositions.hasErrors,
+      totalValueInBaseCurrency: summary.netWorth
+    };
   }
 
   public async getPosition(

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

@@ -1,10 +1,8 @@
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import type { DateRange, ViewMode } from '@ghostfolio/common/types';
 import {
   IsBoolean,
   IsIn,
   IsNumber,
-  IsObject,
   IsOptional,
   IsString
 } from 'class-validator';
@@ -14,9 +12,9 @@ export class UpdateUserSettingDto {
   @IsString()
   baseCurrency?: string;
 
-  @IsObject()
+  @IsString()
   @IsOptional()
-  benchmark?: UniqueAsset;
+  benchmark?: string;
 
   @IsIn(<DateRange[]>['1d', '1y', '5y', 'max', 'ytd'])
   @IsOptional()

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

@@ -102,10 +102,10 @@ export class UserController {
   public async updateUserSetting(@Body() data: UpdateUserSettingDto) {
     if (
       size(data) === 1 &&
-      data.dateRange &&
+      (data.benchmark || data.dateRange) &&
       this.request.user.role === 'DEMO'
     ) {
-      // Allow date range change for demo user
+      // Allow benchmark or date range change for demo user
     } else if (
       !hasPermission(
         this.request.user.permissions,

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/services/data-provider/yahoo-finance/yahoo-finance.service.ts

@@ -183,10 +183,10 @@ export class YahooFinanceService implements DataProviderInterface {
       for (const historicalItem of historicalResult) {
         let marketPrice = historicalItem.close;
 
-        if (symbol === 'USDGBp') {
+        if (symbol === `${this.baseCurrency}GBp`) {
           // Convert GPB to GBp (pence)
           marketPrice = new Big(marketPrice).mul(100).toNumber();
-        } else if (symbol === 'USDILA') {
+        } else if (symbol === `${this.baseCurrency}ILA`) {
           // Convert ILS to ILA
           marketPrice = new Big(marketPrice).mul(100).toNumber();
         }
@@ -246,9 +246,12 @@ export class YahooFinanceService implements DataProviderInterface {
           marketPrice: quote.regularMarketPrice || 0
         };
 
-        if (symbol === 'USDGBP' && yahooFinanceSymbols.includes('USDGBp=X')) {
+        if (
+          symbol === `${this.baseCurrency}GBP` &&
+          yahooFinanceSymbols.includes(`${this.baseCurrency}GBp=X`)
+        ) {
           // Convert GPB to GBp (pence)
-          response['USDGBp'] = {
+          response[`${this.baseCurrency}GBp`] = {
             ...response[symbol],
             currency: 'GBp',
             marketPrice: new Big(response[symbol].marketPrice)
@@ -256,11 +259,11 @@ export class YahooFinanceService implements DataProviderInterface {
               .toNumber()
           };
         } else if (
-          symbol === 'USDILS' &&
-          yahooFinanceSymbols.includes('USDILA=X')
+          symbol === `${this.baseCurrency}ILS` &&
+          yahooFinanceSymbols.includes(`${this.baseCurrency}ILA=X`)
         ) {
           // Convert ILS to ILA
-          response['USDILA'] = {
+          response[`${this.baseCurrency}ILA`] = {
             ...response[symbol],
             currency: 'ILA',
             marketPrice: new Big(response[symbol].marketPrice)
@@ -270,9 +273,9 @@ export class YahooFinanceService implements DataProviderInterface {
         }
       }
 
-      if (yahooFinanceSymbols.includes('USDUSX=X')) {
+      if (yahooFinanceSymbols.includes(`${this.baseCurrency}USX=X`)) {
         // Convert USD to USX (cent)
-        response['USDUSX'] = {
+        response[`${this.baseCurrency}USX`] = {
           currency: 'USX',
           dataSource: this.getName(),
           marketPrice: new Big(1).mul(100).toNumber(),

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[`${'USD'}${currency2}`]?.[date]?.marketPrice;
+          resultExtended[`${currency1}${this.baseCurrency}`]?.[date]
+            ?.marketPrice *
+          resultExtended[`${this.baseCurrency}${currency2}`]?.[date]
+            ?.marketPrice;
 
         // Calculate the opposite direction
         this.exchangeRates[`${currency2}${currency1}`] =
@@ -126,9 +128,11 @@ export class ExchangeRateDataService {
       if (this.exchangeRates[`${aFromCurrency}${aToCurrency}`]) {
         factor = this.exchangeRates[`${aFromCurrency}${aToCurrency}`];
       } else {
-        // Calculate indirectly via USD
-        const factor1 = this.exchangeRates[`${aFromCurrency}${'USD'}`];
-        const factor2 = this.exchangeRates[`${'USD'}${aToCurrency}`];
+        // Calculate indirectly via base currency
+        const factor1 =
+          this.exchangeRates[`${aFromCurrency}${this.baseCurrency}`];
+        const factor2 =
+          this.exchangeRates[`${this.baseCurrency}${aToCurrency}`];
 
         factor = factor1 * factor2;
 

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

@@ -14,14 +14,13 @@
       <mat-label i18n>Compare with...</mat-label>
       <mat-select
         name="benchmark"
-        [compareWith]="compareUniqueAssets"
         [value]="benchmark"
         (selectionChange)="onChangeBenchmark($event.value)"
       >
         <mat-option
-          *ngFor="let currentBenchmark of benchmarks"
-          [value]="currentBenchmark"
-          >{{ currentBenchmark.symbol }}</mat-option
+          *ngFor="let symbolProfile of benchmarks"
+          [value]="symbolProfile.id"
+          >{{ symbolProfile.name }}</mat-option
         >
       </mat-select>
     </mat-form-field>

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

@@ -39,6 +39,7 @@ import {
   Tooltip
 } from 'chart.js';
 import annotationPlugin from 'chartjs-plugin-annotation';
+import { SymbolProfile } from '@prisma/client';
 
 @Component({
   selector: 'gf-benchmark-comparator',
@@ -48,21 +49,21 @@ import annotationPlugin from 'chartjs-plugin-annotation';
 })
 export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
   @Input() benchmarkDataItems: LineChartItem[] = [];
-  @Input() benchmark: UniqueAsset;
-  @Input() benchmarks: UniqueAsset[];
+  @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<UniqueAsset>();
+  @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 isLoading = true;
 
   public constructor() {
     Chart.register(
@@ -85,18 +86,8 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
     }
   }
 
-  public compareUniqueAssets(
-    uniqueAsset1: UniqueAsset,
-    uniqueAsset2: UniqueAsset
-  ) {
-    return (
-      uniqueAsset1?.dataSource === uniqueAsset2?.dataSource &&
-      uniqueAsset1?.symbol === uniqueAsset2?.symbol
-    );
-  }
-
-  public onChangeBenchmark(benchmark: UniqueAsset) {
-    this.benchmarkChanged.next(benchmark);
+  public onChangeBenchmark(symbolProfileId: string) {
+    this.benchmarkChanged.next(symbolProfileId);
   }
 
   public onChangeDateRange(dateRange: DateRange) {
@@ -108,8 +99,6 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
   }
 
   private initialize() {
-    this.isLoading = true;
-
     const data = {
       datasets: [
         {
@@ -218,8 +207,6 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
         });
       }
     }
-
-    this.isLoading = false;
   }
 
   private getTooltipPluginConfiguration() {

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/portfolio/allocations/allocations-page.html

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

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

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

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

@@ -5,11 +5,11 @@ import { UserService } from '@ghostfolio/client/services/user/user.service';
 import {
   HistoricalDataItem,
   Position,
-  UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 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';
@@ -24,7 +24,7 @@ import { takeUntil } from 'rxjs/operators';
 })
 export class AnalysisPageComponent implements OnDestroy, OnInit {
   public benchmarkDataItems: HistoricalDataItem[] = [];
-  public benchmarks: UniqueAsset[];
+  public benchmarks: Partial<SymbolProfile>[];
   public bottom3: Position[];
   public daysInMarket: number;
   public deviceType: string;
@@ -32,6 +32,7 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
   public hasImpersonationId: boolean;
   public investments: InvestmentItem[];
   public investmentsByMonth: InvestmentItem[];
+  public isLoadingBenchmarkComparator: boolean;
   public mode: GroupBy;
   public modeOptions: ToggleOption[] = [
     { label: $localize`Monthly`, value: 'month' },
@@ -75,9 +76,9 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
       });
   }
 
-  public onChangeBenchmark(benchmark: UniqueAsset) {
+  public onChangeBenchmark(symbolProfileId: string) {
     this.dataService
-      .putUserSetting({ benchmark })
+      .putUserSetting({ benchmark: symbolProfileId })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {
         this.userService.remove();
@@ -122,6 +123,8 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
 
   private update() {
     if (this.user.settings.isExperimentalFeatures) {
+      this.isLoadingBenchmarkComparator = true;
+
       this.dataService
         .fetchChart({ range: this.user?.settings?.dateRange, version: 2 })
         .pipe(takeUntil(this.unsubscribeSubject))
@@ -179,9 +182,15 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
 
   private updateBenchmarkDataItems() {
     if (this.user.settings.benchmark) {
+      const { dataSource, symbol } =
+        this.benchmarks.find(({ id }) => {
+          return id === this.user.settings.benchmark;
+        }) ?? {};
+
       this.dataService
         .fetchBenchmarkBySymbol({
-          ...this.user.settings.benchmark,
+          dataSource,
+          symbol,
           startDate: this.firstOrderDate
         })
         .pipe(takeUntil(this.unsubscribeSubject))
@@ -193,8 +202,12 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
             };
           });
 
+          this.isLoadingBenchmarkComparator = false;
+
           this.changeDetectorRef.markForCheck();
         });
+    } else {
+      this.isLoadingBenchmarkComparator = false;
     }
   }
 }

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

@@ -8,6 +8,7 @@
         [benchmarkDataItems]="benchmarkDataItems"
         [benchmarks]="benchmarks"
         [daysInMarket]="daysInMarket"
+        [isLoading]="isLoadingBenchmarkComparator"
         [locale]="user?.settings?.locale"
         [performanceDataItems]="performanceDataItems"
         [user]="user"

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/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>
@@ -1031,7 +1031,7 @@
       </trans-unit>
       <trans-unit id="67251f04518ae452230c68a748b3fa2838b4db74" datatype="html">
         <source>Net Worth</source>
-        <target state="translated">Reinvermögen</target>
+        <target state="translated">Gesamtvermögen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
           <context context-type="linenumber">179</context>
@@ -1262,7 +1262,7 @@
         <target state="translated">Bitte gebe deinen Gutscheincode ein:</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
-          <context context-type="linenumber">248</context>
+          <context context-type="linenumber">225</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4420880039966769543" datatype="html">
@@ -1270,7 +1270,7 @@
         <target state="translated">Gutscheincode konnte nicht eingelöst werden</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
-          <context context-type="linenumber">258</context>
+          <context context-type="linenumber">235</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4819099731531004979" datatype="html">
@@ -1278,7 +1278,7 @@
         <target state="translated">Gutscheincode wurde eingelöst</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
-          <context context-type="linenumber">270</context>
+          <context context-type="linenumber">247</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7967484035994732534" datatype="html">
@@ -1286,7 +1286,7 @@
         <target state="translated">Neu laden</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
-          <context context-type="linenumber">271</context>
+          <context context-type="linenumber">248</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7963559562180316948" datatype="html">
@@ -1294,7 +1294,7 @@
         <target state="translated">Möchtest du diese Anmeldemethode wirklich löschen?</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
-          <context context-type="linenumber">317</context>
+          <context context-type="linenumber">294</context>
         </context-group>
       </trans-unit>
       <trans-unit id="29881a45dafbe5aa05cd9d0441a4c0c2fb06df92" datatype="html">
@@ -1323,7 +1323,7 @@
       </trans-unit>
       <trans-unit id="f147d0f7f965cccee2e77294cba8e1b88021fa08" datatype="html">
         <source>Upgrade</source>
-        <target state="new">Upgrade</target>
+        <target state="translated">Upgrade</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
           <context context-type="linenumber">37</context>
@@ -1379,7 +1379,7 @@
       </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">135</context>
@@ -1618,7 +1618,7 @@
         <target state="translated">Nach Konto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">17</context>
+          <context context-type="linenumber">33</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@@ -1626,7 +1626,7 @@
         <target state="translated">Nach Währung</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">42</context>
+          <context context-type="linenumber">58</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@@ -1634,7 +1634,7 @@
         <target state="translated">Nach Asset Class</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">70</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@@ -1642,7 +1642,7 @@
         <target state="translated">Nach Position</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">98</context>
+          <context context-type="linenumber">114</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@@ -1650,7 +1650,7 @@
         <target state="translated">Nach Sektor</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">142</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@@ -1658,7 +1658,7 @@
         <target state="translated">Nach Kontinent</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">171</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@@ -1666,7 +1666,7 @@
         <target state="translated">Nach Land</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">183</context>
+          <context context-type="linenumber">199</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@@ -1674,7 +1674,7 @@
         <target state="translated">Regionen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">230</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -1706,7 +1706,7 @@
         <target state="translated">Zeitstrahl der Investitionen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">102</context>
+          <context context-type="linenumber">105</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6ae1c94f6bad274424f97e9bc8766242c1577447" datatype="html">
@@ -1714,7 +1714,7 @@
         <target state="translated">Gewinner</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">23</context>
+          <context context-type="linenumber">26</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
@@ -1722,7 +1722,7 @@
         <target state="translated">Verlierer</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -2036,6 +2036,10 @@
       <trans-unit id="9201103587777813545" datatype="html">
         <source>Portfolio</source>
         <target state="translated">Portfolio</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.ts</context>
+          <context context-type="linenumber">111</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page-routing.module.ts</context>
           <context context-type="linenumber">12</context>
@@ -2059,7 +2063,7 @@
       </trans-unit>
       <trans-unit id="a3d148b40a389fda0665eb583c9e434ec5ee1ced" datatype="html">
         <source> Ghostfolio empowers you to keep track of your wealth. </source>
-        <target state="new"/>
+        <target state="translated">Ghostfolio verschafft Ihnen den Überblick über Ihr Vermögen.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
           <context context-type="linenumber">132,134</context>
@@ -2270,7 +2274,7 @@
         <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">4</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>
@@ -2414,7 +2418,7 @@
         <target state="translated">Entwickelte Länder</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">240</context>
+          <context context-type="linenumber">256</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2426,7 +2430,7 @@
         <target state="translated">Schwellenländer</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">249</context>
+          <context context-type="linenumber">265</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2438,7 +2442,7 @@
         <target state="translated">Andere Länder</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">258</context>
+          <context context-type="linenumber">274</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2453,50 +2457,6 @@
           <context context-type="linenumber">136</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="1de491c923555d6422bc6f1146357eb2b47853da" datatype="html">
-        <source>Active Users</source>
-        <target state="new">Active Users</target>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">115</context>
-        </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">133</context>
-        </context-group>
-      </trans-unit>
-      <trans-unit id="8c4cfd77b7b3d7917de13bec98a8a74890f95618" datatype="html">
-        <source>New Users</source>
-        <target state="new">New Users</target>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">124</context>
-        </context-group>
-      </trans-unit>
-      <trans-unit id="c0eb011366e597e23542be386e8bc0d53470b520" datatype="html">
-        <source>Users in Slack community</source>
-        <target state="new">Users in Slack community</target>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">145</context>
-        </context-group>
-      </trans-unit>
-      <trans-unit id="be99161cc904867871ab172df77b736d3b27dfc5" datatype="html">
-        <source>Contributors on GitHub</source>
-        <target state="new">Contributors on GitHub</target>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">158</context>
-        </context-group>
-      </trans-unit>
-      <trans-unit id="8d3932a9eba50bc101c2b8c329e7b4ea033cde97" datatype="html">
-        <source>Stars on GitHub</source>
-        <target state="new">Stars on GitHub</target>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">171</context>
-        </context-group>
-      </trans-unit>
       <trans-unit id="e34e2478d2d30c9d01758d01b7212411171b9bd5" datatype="html">
         <source>Projected Total Amount</source>
         <target state="translated">Projizierter Gesamtbetrag</target>
@@ -2507,7 +2467,7 @@
       </trans-unit>
       <trans-unit id="2937311350146031865" datatype="html">
         <source>Initial</source>
-        <target state="new">Beginn</target>
+        <target state="translated">Beginn</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts</context>
           <context context-type="linenumber">57</context>
@@ -2526,7 +2486,7 @@
         <target state="translated">Monatlich</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts</context>
-          <context context-type="linenumber">30</context>
+          <context context-type="linenumber">38</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1975246224413290232" datatype="html">
@@ -2534,19 +2494,15 @@
         <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">31</context>
+          <context context-type="linenumber">39</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5213771062241898526" datatype="html">
         <source>Deposit</source>
         <target state="translated">Einlage</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">131</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/investment-chart/investment-chart.component.ts</context>
-          <context context-type="linenumber">130</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>
@@ -2563,7 +2519,7 @@
       </trans-unit>
       <trans-unit id="1054498214311181686" datatype="html">
         <source>Savings</source>
-        <target state="new">Ersparnisse</target>
+        <target state="translated">Ersparnisse</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/fire-calculator/fire-calculator.component.ts</context>
           <context context-type="linenumber">296</context>
@@ -2606,7 +2562,7 @@
         <target state="translated">Filtern nach...</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/admin-market-data.component.ts</context>
-          <context context-type="linenumber">129</context>
+          <context context-type="linenumber">128</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2078421919111943467" datatype="html">
@@ -2662,7 +2618,7 @@
         <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">3</context>
+          <context context-type="linenumber">4</context>
         </context-group>
       </trans-unit>
       <trans-unit id="44fcf77e86dc038202ebad6b46d1d833d60d781b" datatype="html">
@@ -2670,7 +2626,7 @@
         <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">12</context>
+          <context context-type="linenumber">14</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1931353503905413384" datatype="html">
@@ -2678,7 +2634,15 @@
         <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">149</context>
+          <context context-type="linenumber">120</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="4210837540bca56dca96fcc451518659d06ad02a" datatype="html">
+        <source>Proportion of Net Worth</source>
+        <target state="translated">Anteil am Gesamtvermögen</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
+          <context context-type="linenumber">17</context>
         </context-group>
       </trans-unit>
     </body>

apps/client/src/locales/messages.xlf

@@ -1137,35 +1137,35 @@
         <source>Please enter your coupon code:</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.component.ts</context>
-          <context context-type="linenumber">248</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">258</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">270</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">271</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">317</context>
+          <context context-type="linenumber">294</context>
         </context-group>
       </trans-unit>
       <trans-unit id="29881a45dafbe5aa05cd9d0441a4c0c2fb06df92" datatype="html">
@@ -1453,56 +1453,56 @@
         <source>By Account</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">17</context>
+          <context context-type="linenumber">33</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
         <source>By Currency</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">42</context>
+          <context context-type="linenumber">58</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
         <source>By Asset Class</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">70</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
         <source>By Holding</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">98</context>
+          <context context-type="linenumber">114</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
         <source>By Sector</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">142</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
         <source>By Continent</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">171</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
         <source>By Country</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">183</context>
+          <context context-type="linenumber">199</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
         <source>Regions</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">230</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -1531,21 +1531,21 @@
         <source>Investment Timeline</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">102</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">23</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">59</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -1824,6 +1824,10 @@
       </trans-unit>
       <trans-unit id="9201103587777813545" datatype="html">
         <source>Portfolio</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.ts</context>
+          <context context-type="linenumber">111</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page-routing.module.ts</context>
           <context context-type="linenumber">12</context>
@@ -2029,7 +2033,7 @@
         <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">4</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>
@@ -2100,7 +2104,7 @@
         <source>Developed Markets</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">240</context>
+          <context context-type="linenumber">256</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2140,7 +2144,7 @@
         <source>Other Markets</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">258</context>
+          <context context-type="linenumber">274</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2151,7 +2155,7 @@
         <source>Emerging Markets</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">249</context>
+          <context context-type="linenumber">265</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2193,45 +2197,6 @@
           <context context-type="linenumber">136</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="1de491c923555d6422bc6f1146357eb2b47853da" datatype="html">
-        <source>Active Users</source>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">115</context>
-        </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">133</context>
-        </context-group>
-      </trans-unit>
-      <trans-unit id="8c4cfd77b7b3d7917de13bec98a8a74890f95618" datatype="html">
-        <source>New Users</source>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">124</context>
-        </context-group>
-      </trans-unit>
-      <trans-unit id="8d3932a9eba50bc101c2b8c329e7b4ea033cde97" datatype="html">
-        <source>Stars on GitHub</source>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">171</context>
-        </context-group>
-      </trans-unit>
-      <trans-unit id="be99161cc904867871ab172df77b736d3b27dfc5" datatype="html">
-        <source>Contributors on GitHub</source>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">158</context>
-        </context-group>
-      </trans-unit>
-      <trans-unit id="c0eb011366e597e23542be386e8bc0d53470b520" datatype="html">
-        <source>Users in Slack community</source>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/about/about-page.html</context>
-          <context context-type="linenumber">145</context>
-        </context-group>
-      </trans-unit>
       <trans-unit id="e34e2478d2d30c9d01758d01b7212411171b9bd5" datatype="html">
         <source>Projected Total Amount</source>
         <context-group purpose="location">
@@ -2250,7 +2215,7 @@
         <source>Accumulating</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts</context>
-          <context context-type="linenumber">31</context>
+          <context context-type="linenumber">39</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2937311350146031865" datatype="html">
@@ -2269,13 +2234,9 @@
       </trans-unit>
       <trans-unit id="5213771062241898526" datatype="html">
         <source>Deposit</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">131</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/investment-chart/investment-chart.component.ts</context>
-          <context context-type="linenumber">130</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>
@@ -2293,7 +2254,7 @@
         <source>Monthly</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts</context>
-          <context context-type="linenumber">30</context>
+          <context context-type="linenumber">38</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8511b16abcf065252b350d64e337ba2447db3ffb" datatype="html">
@@ -2339,7 +2300,7 @@
         <source>Filter by...</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/admin-market-data.component.ts</context>
-          <context context-type="linenumber">129</context>
+          <context context-type="linenumber">128</context>
         </context-group>
       </trans-unit>
       <trans-unit id="303469635941752458" datatype="html">
@@ -2378,21 +2339,28 @@
         <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">149</context>
+          <context context-type="linenumber">120</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1b25c6e22f822e07a3e4d5aae4edc5b41fe083c2" datatype="html">
         <source>Benchmarks</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.html</context>
-          <context context-type="linenumber">3</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">12</context>
+          <context context-type="linenumber">14</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="4210837540bca56dca96fcc451518659d06ad02a" datatype="html">
+        <source>Proportion of Net Worth</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
+          <context context-type="linenumber">17</context>
         </context-group>
       </trans-unit>
     </body>

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:

docker/docker-compose.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:

libs/common/src/lib/interfaces/info-item.interface.ts

@@ -1,12 +1,11 @@
-import { Tag } from '@prisma/client';
+import { SymbolProfile, Tag } from '@prisma/client';
 
 import { Statistics } from './statistics.interface';
 import { Subscription } from './subscription.interface';
-import { UniqueAsset } from './unique-asset.interface';
 
 export interface InfoItem {
   baseCurrency: string;
-  benchmarks: UniqueAsset[];
+  benchmarks: Partial<SymbolProfile>[];
   currencies: string[];
   demoAuthToken: string;
   fearAndGreedDataSource?: string;

libs/common/src/lib/interfaces/portfolio-details.interface.ts

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

libs/common/src/lib/interfaces/user-settings.interface.ts

@@ -1,10 +1,8 @@
 import { DateRange, ViewMode } from '@ghostfolio/common/types';
 
-import { UniqueAsset } from './unique-asset.interface';
-
 export interface UserSettings {
   baseCurrency?: string;
-  benchmark?: UniqueAsset;
+  benchmark?: string;
   dateRange?: DateRange;
   emergencyFund?: number;
   isExperimentalFeatures?: boolean;

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "1.191.0",
+  "version": "1.194.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "scripts": {
@@ -126,7 +126,7 @@
     "svgmap": "2.6.0",
     "twitter-api-v2": "1.10.3",
     "uuid": "8.3.2",
-    "yahoo-finance2": "2.3.3",
+    "yahoo-finance2": "2.3.6",
     "zone.js": "0.11.8"
   },
   "devDependencies": {

yarn.lock

@@ -20374,10 +20374,10 @@ y18n@^5.0.5:
   resolved "https://registry.yarnpkg.com/y18n/-/y18n-5.0.8.tgz#7f4934d0f7ca8c56f95314939ddcd2dd91ce1d55"
   integrity sha512-0pfFzegeDWJHJIAmTLRP2DwHjdF5s7jo9tuztdQxAhINCdvS+3nGINqPd00AphqJR/0LhANUS6/+7SCb98YOfA==
 
-yahoo-finance2@2.3.3:
-  version "2.3.3"
-  resolved "https://registry.yarnpkg.com/yahoo-finance2/-/yahoo-finance2-2.3.3.tgz#a3b537f3bec31b99f075aa44125c9520a42cdfe3"
-  integrity sha512-qvgo5tFkrYRh1anbTargIY7Fa7FRiYZfb+iTnY1SUfBZ9HP8OvreTYDfLz/1w23PGgFi4w9uysGEwVrUVZ5Hlw==
+yahoo-finance2@2.3.6:
+  version "2.3.6"
+  resolved "https://registry.yarnpkg.com/yahoo-finance2/-/yahoo-finance2-2.3.6.tgz#4ba27d33385f5520752e96da3cf4df93ad26ce7a"
+  integrity sha512-qE4Nu4DY4XSAL+RzYXSaWFQBIYyBbMDaND1VoMGnmekWBGS8+/3GxfajXrzEfxxwFvT4tM/1i4G64OVxKE0EMA==
   dependencies:
     ajv "8.10.0"
     ajv-formats "2.1.1"