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

@@ -5,6 +5,80 @@ 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).
 
+## 1.200.0 - 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
@@ -166,7 +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

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.service.ts

@@ -4,7 +4,10 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 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 {
+  MAX_CHART_ITEMS,
+  PROPERTY_BENCHMARKS
+} from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
   BenchmarkMarketDataDetails,
@@ -16,7 +19,6 @@ import { SymbolProfile } from '@prisma/client';
 import Big from 'big.js';
 import { format } from 'date-fns';
 import ms from 'ms';
-import { v4 as uuidv4 } from 'uuid';
 
 @Injectable()
 export class BenchmarkService {
@@ -157,28 +159,44 @@ export class BenchmarkService {
       })
     ]);
 
-    marketDataItems.push({
+    const step = Math.round(
-      ...currentSymbolItem,
+      marketDataItems.length / Math.min(marketDataItems.length, MAX_CHART_ITEMS)
-      createdAt: new Date(),
+    );
-      date: new Date(),
-      id: uuidv4()
-    });
 
     const marketPriceAtStartDate = marketDataItems?.[0]?.marketPrice ?? 0;
-    return {
+    const response = {
-      marketData: marketDataItems.map((marketDataItem) => {
+      marketData: [
-        return {
+        ...marketDataItems
-          date: format(marketDataItem.date, DATE_FORMAT),
+          .filter((marketDataItem, index) => {
-          value:
+            return index % step === 0;
-            marketPriceAtStartDate === 0
+          })
-              ? 0
+          .map((marketDataItem) => {
-              : this.calculateChangeInPercentage(
+            return {
-                  marketPriceAtStartDate,
+              date: format(marketDataItem.date, DATE_FORMAT),
-                  marketDataItem.marketPrice
+              value:
-                ) * 100
+                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) {

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

@@ -11,6 +11,9 @@ import { NextFunction, Request, Response } from 'express';
 export class FrontendMiddleware implements NestMiddleware {
   public indexHtmlDe = '';
   public indexHtmlEn = '';
+  public indexHtmlEs = '';
+  public indexHtmlIt = '';
+  public indexHtmlNl = '';
   public isProduction: boolean;
 
   public constructor(
@@ -32,6 +35,18 @@ export class FrontendMiddleware implements NestMiddleware {
         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 {}
   }
 
@@ -61,6 +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.service.ts

@@ -145,6 +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(
@@ -245,6 +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();
@@ -252,6 +275,7 @@ export class InfoService {
     statistics = {
       activeUsers1d,
       activeUsers30d,
+      dockerHubPulls,
       gitHubContributors,
       gitHubStargazers,
       newUsers30d,

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

@@ -109,7 +109,8 @@ export class OrderController {
       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

@@ -16,12 +16,11 @@ import {
   isBefore,
   isSameMonth,
   isSameYear,
-  isWithinInterval,
   max,
   min,
   set
 } from 'date-fns';
-import { first, flatten, isNumber, sortBy } from 'lodash';
+import { first, flatten, isNumber, last, sortBy } from 'lodash';
 
 import { CurrentRateService } from './current-rate.service';
 import { CurrentPositions } from './interfaces/current-positions.interface';
@@ -168,6 +167,128 @@ export class PortfolioCalculator {
     this.transactionPoints = transactionPoints;
   }
 
+  public async getChartData(start: Date, end = new Date(Date.now()), step = 1) {
+    const symbols: { [symbol: string]: boolean } = {};
+
+    const transactionPointsBeforeEndDate =
+      this.transactionPoints?.filter((transactionPoint) => {
+        return isBefore(parseDate(transactionPoint.date), end);
+      }) ?? [];
+
+    const firstIndex = transactionPointsBeforeEndDate.length;
+    const dates: Date[] = [];
+    const dataGatheringItems: IDataGatheringItem[] = [];
+    const currencies: { [symbol: string]: string } = {};
+
+    let day = start;
+
+    while (isBefore(day, end)) {
+      dates.push(resetHours(day));
+      day = addDays(day, step);
+    }
+
+    dates.push(resetHours(end));
+
+    for (const item of transactionPointsBeforeEndDate[firstIndex - 1].items) {
+      dataGatheringItems.push({
+        dataSource: item.dataSource,
+        symbol: item.symbol
+      });
+      currencies[item.symbol] = item.currency;
+      symbols[item.symbol] = true;
+    }
+
+    const marketSymbols = await this.currentRateService.getValues({
+      currencies,
+      dataGatheringItems,
+      dateQuery: {
+        in: dates
+      },
+      userCurrency: this.currency
+    });
+
+    const marketSymbolMap: {
+      [date: string]: { [symbol: string]: Big };
+    } = {};
+
+    for (const marketSymbol of marketSymbols) {
+      const dateString = format(marketSymbol.date, DATE_FORMAT);
+      if (!marketSymbolMap[dateString]) {
+        marketSymbolMap[dateString] = {};
+      }
+      if (marketSymbol.marketPriceInBaseCurrency) {
+        marketSymbolMap[dateString][marketSymbol.symbol] = new Big(
+          marketSymbol.marketPriceInBaseCurrency
+        );
+      }
+    }
+
+    const netPerformanceValuesBySymbol: {
+      [symbol: string]: { [date: string]: Big };
+    } = {};
+
+    const investmentValuesBySymbol: {
+      [symbol: string]: { [date: string]: Big };
+    } = {};
+
+    const totalNetPerformanceValues: { [date: string]: Big } = {};
+    const totalInvestmentValues: { [date: string]: Big } = {};
+
+    for (const symbol of Object.keys(symbols)) {
+      const { netPerformanceValues, investmentValues } = this.getSymbolMetrics({
+        end,
+        marketSymbolMap,
+        start,
+        step,
+        symbol,
+        isChartMode: true
+      });
+
+      netPerformanceValuesBySymbol[symbol] = netPerformanceValues;
+      investmentValuesBySymbol[symbol] = investmentValues;
+    }
+
+    for (const currentDate of dates) {
+      const dateString = format(currentDate, DATE_FORMAT);
+
+      for (const symbol of Object.keys(netPerformanceValuesBySymbol)) {
+        totalNetPerformanceValues[dateString] =
+          totalNetPerformanceValues[dateString] ?? new Big(0);
+
+        if (netPerformanceValuesBySymbol[symbol]?.[dateString]) {
+          totalNetPerformanceValues[dateString] = totalNetPerformanceValues[
+            dateString
+          ].add(netPerformanceValuesBySymbol[symbol][dateString]);
+        }
+
+        totalInvestmentValues[dateString] =
+          totalInvestmentValues[dateString] ?? new Big(0);
+
+        if (investmentValuesBySymbol[symbol]?.[dateString]) {
+          totalInvestmentValues[dateString] = totalInvestmentValues[
+            dateString
+          ].add(investmentValuesBySymbol[symbol][dateString]);
+        }
+      }
+    }
+
+    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())
@@ -710,15 +831,19 @@ 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) => {
@@ -767,10 +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);
@@ -805,6 +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) => {
@@ -967,6 +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 =
@@ -1052,7 +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

@@ -110,26 +110,6 @@ export class PortfolioController {
     };
   }
 
-  @Get('chart')
-  @UseGuards(AuthGuard('jwt'))
-  @Version('2')
-  public async getChartV2(
-    @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
-  ): Promise<PortfolioChart> {
-    const historicalDataContainer = await this.portfolioService.getChartV2(
-      impersonationId,
-      range
-    );
-
-    return {
-      chart: historicalDataContainer.items,
-      hasError: false,
-      isAllTimeHigh: false,
-      isAllTimeLow: false
-    };
-  }
-
   @Get('details')
   @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(RedactValuesInResponseInterceptor)
@@ -168,18 +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)
@@ -213,6 +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;
@@ -234,8 +241,12 @@ export class PortfolioController {
 
     return {
       accounts,
+      filteredValueInBaseCurrency,
+      filteredValueInPercentage,
       hasError,
-      holdings
+      holdings,
+      totalValueInBaseCurrency,
+      summary: hasDetails ? portfolioSummary : undefined
     };
   }
 
@@ -310,6 +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)
@@ -402,46 +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

@@ -21,6 +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';
@@ -49,15 +50,17 @@ import type {
 import { Inject, Injectable } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import {
+  Account,
   AssetClass,
   DataSource,
+  Order,
+  Platform,
   Prisma,
   Tag,
   Type as TypeOfOrder
 } from '@prisma/client';
 import Big from 'big.js';
 import {
-  addDays,
   differenceInDays,
   endOfToday,
   format,
@@ -72,7 +75,7 @@ import {
   subDays,
   subYears
 } from 'date-fns';
-import { isEmpty, last, sortBy, uniq, uniqBy } from 'lodash';
+import { isEmpty, sortBy, uniq, uniqBy } from 'lodash';
 
 import {
   HistoricalDataContainer,
@@ -86,7 +89,6 @@ const emergingMarkets = require('../../assets/countries/emerging-markets.json');
 
 @Injectable()
 export class PortfolioService {
-  private static readonly MAX_CHART_ITEMS = 250;
   private baseCurrency: string;
 
   public constructor(
@@ -107,7 +109,8 @@ export class PortfolioService {
 
   public async getAccounts(
     aUserId: string,
-    aFilters?: Filter[]
+    aFilters?: Filter[],
+    withExcludedAccounts = false
   ): Promise<AccountWithValue[]> {
     const where: Prisma.AccountWhereInput = { userId: aUserId };
 
@@ -121,7 +124,13 @@ 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.settings.baseCurrency;
@@ -161,9 +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;
@@ -356,11 +370,14 @@ export class PortfolioService {
     };
   }
 
-  public async getChartV2(
+  public async getChartV2({
-    aImpersonationId: string,
+    dateRange = 'max',
-    aDateRange: DateRange = 'max'
+    impersonationId
-  ): Promise<HistoricalDataContainer> {
+  }: {
-    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
+    dateRange?: DateRange;
+    impersonationId: string;
+  }): Promise<HistoricalDataContainer> {
+    const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
@@ -384,47 +401,23 @@ export class PortfolioService {
     const endDate = new Date();
 
     const portfolioStart = parseDate(transactionPoints[0].date);
-    const startDate = this.getStartDate(aDateRange, portfolioStart);
+    const startDate = this.getStartDate(dateRange, portfolioStart);
 
     const daysInMarket = differenceInDays(new Date(), startDate);
     const step = Math.round(
-      daysInMarket / Math.min(daysInMarket, PortfolioService.MAX_CHART_ITEMS)
+      daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
     );
 
-    const items: HistoricalDataItem[] = [];
+    const items = await portfolioCalculator.getChartData(
-
+      startDate,
-    let currentEndDate = startDate;
+      endDate,
-
+      step
-    while (isBefore(currentEndDate, endDate)) {
+    );
-      const currentPositions = await portfolioCalculator.getCurrentPositions(
-        startDate,
-        currentEndDate
-      );
-
-      items.push({
-        date: format(currentEndDate, DATE_FORMAT),
-        value: currentPositions.netPerformancePercentage.toNumber() * 100
-      });
-
-      currentEndDate = addDays(currentEndDate, step);
-    }
-
-    const today = new Date();
-
-    if (last(items)?.date !== format(today, DATE_FORMAT)) {
-      // Add today
-      const { netPerformancePercentage } =
-        await portfolioCalculator.getCurrentPositions(startDate, today);
-      items.push({
-        date: format(today, DATE_FORMAT),
-        value: netPerformancePercentage.toNumber() * 100
-      });
-    }
 
     return {
+      items,
       isAllTimeHigh: false,
-      isAllTimeLow: false,
+      isAllTimeLow: false
-      items: items
     };
   }
 
@@ -432,7 +425,8 @@ export class PortfolioService {
     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 });
@@ -448,6 +442,7 @@ export class PortfolioService {
     const { orders, portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
         userId,
+        withExcludedAccounts,
         filters: aFilters
       });
 
@@ -474,12 +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 {
@@ -540,10 +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,
@@ -577,8 +583,8 @@ export class PortfolioService {
         cashDetails,
         emergencyFund,
         userCurrency,
-        investment: totalInvestment,
+        investment: totalInvestmentInBaseCurrency,
-        value: totalValue
+        value: filteredValueInBaseCurrency
       });
 
       for (const symbol of Object.keys(cashPositions)) {
@@ -591,10 +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(
@@ -606,7 +625,11 @@ export class PortfolioService {
     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 &&
@@ -990,6 +1013,105 @@ 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.settings.baseCurrency;
     const userId = await this.getUserId(impersonationId, this.request.user.id);
@@ -1082,74 +1204,6 @@ export class PortfolioService {
     };
   }
 
-  public 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 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,
@@ -1325,14 +1379,117 @@ 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[];
@@ -1346,6 +1503,7 @@ export class PortfolioService {
       includeDrafts,
       userCurrency,
       userId,
+      withExcludedAccounts,
       types: ['BUY', 'SELL']
     });
 
@@ -1397,17 +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);
@@ -1427,6 +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/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

@@ -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
       ) {
@@ -437,4 +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/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-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/benchmark-comparator/benchmark-comparator.component.html

@@ -10,7 +10,11 @@
     </div>
   </div>
   <div class="col-md-6 col-xs-12 d-flex justify-content-end">
-    <mat-form-field appearance="outline" class="w-100" color="accent">
+    <mat-form-field
+      appearance="outline"
+      class="w-100 without-hint"
+      color="accent"
+    >
       <mat-label i18n>Compare with...</mat-label>
       <mat-select
         name="benchmark"
@@ -26,7 +30,7 @@
     </mat-form-field>
   </div>
 </div>
-<div *ngIf="user.settings.viewMode !== 'ZEN'" class="mb-3 text-center">
+<div *ngIf="user.settings.viewMode !== 'ZEN'" class="my-2 text-center">
   <gf-toggle
     [defaultValue]="user?.settings?.dateRange"
     [isLoading]="isLoading"

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

@@ -23,11 +23,7 @@ import {
   getTextColor,
   parseDate
 } from '@ghostfolio/common/helper';
-import {
+import { LineChartItem, User } from '@ghostfolio/common/interfaces';
-  LineChartItem,
-  UniqueAsset,
-  User
-} from '@ghostfolio/common/interfaces';
 import { DateRange } from '@ghostfolio/common/types';
 import {
   Chart,
@@ -215,7 +211,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
         locale: this.locale,
         unit: '%'
       }),
-      mode: 'index',
+      mode: 'x',
       position: <unknown>'top',
       xAlign: 'center',
       yAlign: 'bottom'

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

@@ -76,8 +76,6 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
       !this.hasImpersonationId &&
       !this.user.settings.isRestrictedView &&
       this.user.settings.viewMode !== 'ZEN';
-
-    this.update();
   }
 
   public onChangeDateRange(dateRange: DateRange) {
@@ -104,36 +102,51 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
   }
 
   private update() {
+    this.historicalDataItems = null;
     this.isLoadingPerformance = true;
 
     this.dataService
-      .fetchChart({
+      .fetchPortfolioPerformance({
         range: this.user?.settings?.dateRange,
         version: this.user?.settings?.isExperimentalFeatures ? 2 : 1
       })
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((chartData) => {
-        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.user?.settings?.dateRange })
-      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((response) => {
         this.errors = response.errors;
         this.hasError = response.hasErrors;
         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-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) => {
@@ -50,8 +72,6 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
       .subscribe((aId) => {
         this.hasImpersonationId = !!aId;
       });
-
-    this.update();
   }
 
   public onChangeEmergencyFund(emergencyFund: number) {
@@ -81,12 +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/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/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>;

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

@@ -94,7 +94,10 @@
                   <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"
@@ -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"
@@ -161,7 +173,10 @@
                 </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"

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

@@ -126,7 +126,10 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
       this.isLoadingBenchmarkComparator = true;
 
       this.dataService
-        .fetchChart({ range: this.user?.settings?.dateRange, version: 2 })
+        .fetchPortfolioPerformance({
+          range: this.user?.settings?.dateRange,
+          version: 2
+        })
         .pipe(takeUntil(this.unsubscribeSubject))
         .subscribe(({ chart }) => {
           this.firstOrderDate = new Date(chart?.[0]?.date ?? new Date());

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);
 

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

@@ -31,7 +31,6 @@ import {
   PortfolioPerformanceResponse,
   PortfolioPublicDetails,
   PortfolioReport,
-  PortfolioSummary,
   UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
@@ -302,7 +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) {
@@ -348,17 +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
-      }
     );
   }
 
@@ -372,18 +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

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" />
+      <path id="Layer" fill-rule="evenodd" class="shp2" d="M381.33 50.12C382.38 47.68 383.79 45.59 385.58 43.85C387.37 42.06 389.46 40.67 391.85 39.67C394.29 38.63 396.87 38.11 399.61 38.11C402.34 38.11 404.9 38.63 407.29 39.67C409.73 40.67 411.82 42.06 413.56 43.85C415.35 45.59 416.74 47.68 417.73 50.12C418.78 52.5 419.3 55.06 419.3 57.8C419.3 60.58 418.78 63.2 417.73 65.63C416.74 68.02 415.35 70.11 413.56 71.9C411.82 73.64 409.73 75.03 407.29 76.08C404.9 77.07 402.34 77.57 399.61 77.57C396.87 77.57 394.29 77.07 391.85 76.08C389.46 75.03 387.37 73.64 385.58 71.9C383.79 70.11 382.38 68.02 381.33 65.63C380.34 63.2 379.84 60.58 379.84 57.8C379.84 55.06 380.34 52.5 381.33 50.12ZM408.33 67.2C410.77 64.61 411.99 61.48 411.99 57.8C411.99 54.12 410.77 51.01 408.33 48.48C405.95 45.94 403.04 44.67 399.61 44.67C396.18 44.67 393.24 45.94 390.8 48.48C388.37 51.01 387.15 54.12 387.15 57.8C387.15 61.48 388.34 64.61 390.73 67.2C393.17 69.73 396.13 71 399.61 71C403.04 71 405.95 69.73 408.33 67.2Z" />
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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" />
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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">
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+  <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>
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+</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">
@@ -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">
@@ -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">248</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">258</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">270</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">271</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">317</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">135</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">137</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">160</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">181</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">208</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">217</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>
@@ -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">102</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">23</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">59</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>
@@ -2270,11 +2286,11 @@
         <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>
-          <context context-type="linenumber">116</context>
+          <context context-type="linenumber">119</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c004f99bac91f7dc28e87d458f80e5035ae99884" datatype="html">
@@ -2290,7 +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">
@@ -2414,7 +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>
@@ -2426,7 +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>
@@ -2438,7 +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>
@@ -2453,50 +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>
@@ -2507,7 +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>
@@ -2526,7 +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">30</context>
+          <context context-type="linenumber">38</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1975246224413290232" datatype="html">
@@ -2534,19 +2506,15 @@
         <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 +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>
@@ -2606,7 +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">
@@ -2654,7 +2622,7 @@
         <target state="translated">Experimentelle Funktionen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
-          <context context-type="linenumber">196</context>
+          <context context-type="linenumber">211</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1b25c6e22f822e07a3e4d5aae4edc5b41fe083c2" datatype="html">
@@ -2662,7 +2630,7 @@
         <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 +2638,7 @@
         <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">18</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1931353503905413384" datatype="html">
@@ -2678,7 +2646,31 @@
         <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">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>

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">
@@ -936,21 +936,21 @@
         <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">
@@ -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">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">
@@ -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">135</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">137</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">160</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">181</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">208</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">217</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>
@@ -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">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 +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>
@@ -2029,11 +2045,11 @@
         <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>
-          <context context-type="linenumber">116</context>
+          <context context-type="linenumber">119</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c004f99bac91f7dc28e87d458f80e5035ae99884" datatype="html">
@@ -2047,7 +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">
@@ -2100,7 +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>
@@ -2140,7 +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>
@@ -2151,7 +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>
@@ -2193,45 +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">
@@ -2250,7 +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">31</context>
+          <context context-type="linenumber">39</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2937311350146031865" datatype="html">
@@ -2269,13 +2246,9 @@
       </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 +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">30</context>
+          <context context-type="linenumber">38</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8511b16abcf065252b350d64e337ba2447db3ffb" datatype="html">
@@ -2339,7 +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">
@@ -2371,30 +2344,51 @@
         <source>Experimental Features</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/account/account-page.html</context>
-          <context context-type="linenumber">196</context>
+          <context 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">149</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">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">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>
+</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:

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/config.ts

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

libs/common/src/lib/helper.ts

@@ -1,7 +1,7 @@
 import * as currencies from '@dinero.js/currencies';
 import { DataSource } from '@prisma/client';
 import { getDate, getMonth, getYear, parse, subDays } from 'date-fns';
-import { de } from 'date-fns/locale';
+import { de, es, it, nl } from 'date-fns/locale';
 
 import { ghostfolioScraperApiSymbolPrefix, locale } from './config';
 import { Benchmark } from './interfaces';
@@ -75,6 +75,12 @@ export function getCssVariable(aCssVariable: string) {
 export function getDateFnsLocale(aLanguageCode: string) {
   if (aLanguageCode === 'de') {
     return de;
+  } else if (aLanguageCode === 'es') {
+    return es;
+  } else if (aLanguageCode === 'it') {
+    return it;
+  } else if (aLanguageCode === 'nl') {
+    return nl;
   }
 
   return undefined;

libs/common/src/lib/interfaces/historical-data-item.interface.ts

@@ -2,5 +2,7 @@ export interface HistoricalDataItem {
   averagePrice?: number;
   date: string;
   grossPerformancePercent?: number;
+  netPerformance?: number;
+  netPerformanceInPercentage?: number;
   value: number;
 }

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

@@ -1,4 +1,7 @@
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import {
+  PortfolioPosition,
+  PortfolioSummary
+} from '@ghostfolio/common/interfaces';
 
 export interface PortfolioDetails {
   accounts: {
@@ -10,5 +13,9 @@ export interface PortfolioDetails {
       original: number;
     };
   };
+  filteredValueInBaseCurrency?: number;
+  filteredValueInPercentage: number;
   holdings: { [symbol: string]: PortfolioPosition };
+  summary: PortfolioSummary;
+  totalValueInBaseCurrency?: number;
 }

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

@@ -3,9 +3,10 @@ import { PortfolioPerformance } from './portfolio-performance.interface';
 export interface PortfolioSummary extends PortfolioPerformance {
   annualizedPerformancePercent: number;
   cash: number;
-  dividend: number;
   committedFunds: number;
+  dividend: number;
   emergencyFund: number;
+  excludedAccountsAndActivities: number;
   fees: number;
   firstOrderDate: Date;
   items: number;

libs/common/src/lib/interfaces/responses/portfolio-performance-response.interface.ts

@@ -1,6 +1,8 @@
+import { HistoricalDataItem } from '../historical-data-item.interface';
 import { PortfolioPerformance } from '../portfolio-performance.interface';
 import { ResponseError } from './errors.interface';
 
 export interface PortfolioPerformanceResponse extends ResponseError {
+  chart?: HistoricalDataItem[];
   performance: PortfolioPerformance;
 }

libs/common/src/lib/interfaces/statistics.interface.ts

@@ -1,6 +1,7 @@
 export interface Statistics {
   activeUsers1d: number;
   activeUsers30d: number;
+  dockerHubPulls: number;
   gitHubContributors: number;
   gitHubStargazers: number;
   newUsers30d: number;

libs/ui/src/lib/line-chart/line-chart.component.ts

@@ -93,7 +93,7 @@ export class LineChartComponent implements AfterViewInit, OnChanges, OnDestroy {
   }
 
   public ngOnChanges() {
-    if (this.historicalDataItems) {
+    if (this.historicalDataItems || this.historicalDataItems === null) {
       setTimeout(() => {
         // Wait for the chartCanvas
         this.initialize();

libs/ui/src/lib/value/value.component.html

@@ -1,67 +1,73 @@
-<ng-template #label><ng-content></ng-content></ng-template>
+<div *ngIf="icon" class="align-self-center mr-3">
-<ng-container *ngIf="value || value === 0 || value === null">
+  <ion-icon class="h3 m-0" [name]="icon"></ion-icon>
-  <div
+</div>
-    class="d-flex"
+<div>
-    [ngClass]="position === 'end' ? 'justify-content-end' : ''"
+  <ng-template #label><ng-content></ng-content></ng-template>
-  >
+  <ng-container *ngIf="value || value === 0 || value === null">
-    <ng-container *ngIf="isNumber || value === null">
+    <div
-      <ng-container *ngIf="colorizeSign && !useAbsoluteValue">
+      class="d-flex"
-        <div *ngIf="value > 0" class="mr-1 text-success">+</div>
+      [ngClass]="position === 'end' ? 'justify-content-end' : ''"
-        <div *ngIf="value < 0" class="mr-1 text-danger">-</div>
+    >
+      <ng-container *ngIf="isNumber || value === null">
+        <ng-container *ngIf="colorizeSign && !useAbsoluteValue">
+          <div *ngIf="value > 0" class="mr-1 text-success">+</div>
+          <div *ngIf="value < 0" class="mr-1 text-danger">-</div>
+        </ng-container>
+        <div
+          *ngIf="isPercent"
+          class="mb-0 value"
+          [ngClass]="{ h2: size === 'large', h4: size === 'medium' }"
+        >
+          {{ formattedValue }}%
+        </div>
+        <div
+          *ngIf="!isPercent"
+          class="mb-0 value"
+          [ngClass]="{ h2: size === 'large', h4: size === 'medium' }"
+        >
+          <ng-container *ngIf="value === null">
+            <span class="text-monospace text-muted">***</span>
+          </ng-container>
+          <ng-container *ngIf="value !== null">
+            {{ formattedValue }}
+          </ng-container>
+        </div>
+        <small *ngIf="currency && size === 'medium'" class="ml-1">
+          {{ currency }}
+        </small>
+        <div *ngIf="currency && size !== 'medium'" class="ml-1">
+          {{ currency }}
+        </div>
+      </ng-container>
+      <ng-container *ngIf="isString">
+        <div
+          class="mb-0 text-truncate value"
+          [ngClass]="{ h2: size === 'large', h4: size === 'medium' }"
+        >
+          {{ formattedValue | titlecase }}
+        </div>
       </ng-container>
-      <div
-        *ngIf="isPercent"
-        class="mb-0 value"
-        [ngClass]="{ h2: size === 'large', h4: size === 'medium' }"
-      >
-        {{ formattedValue }}%
-      </div>
-      <div
-        *ngIf="!isPercent"
-        class="mb-0 value"
-        [ngClass]="{ h2: size === 'large', h4: size === 'medium' }"
-      >
-        <ng-container *ngIf="value === null">
-          <span class="text-monospace text-muted">***</span>
-        </ng-container>
-        <ng-container *ngIf="value !== null">
-          {{ formattedValue }}
-        </ng-container>
-      </div>
-      <small *ngIf="currency && size === 'medium'" class="ml-1">
-        {{ currency }}
-      </small>
-      <div *ngIf="currency && size !== 'medium'" class="ml-1">
-        {{ currency }}
-      </div>
-    </ng-container>
-    <ng-container *ngIf="isString">
-      <div
-        class="mb-0 text-truncate value"
-        [ngClass]="{ h2: size === 'large', h4: size === 'medium' }"
-      >
-        {{ formattedValue | titlecase }}
-      </div>
-    </ng-container>
-  </div>
-  <ng-container>
-    <div *ngIf="size === 'large'">
-      <span class="h6"
-        ><ng-container *ngTemplateOutlet="label"></ng-container
-      ></span>
-      <span *ngIf="subLabel" class="text-muted"> {{ subLabel }}</span>
     </div>
-    <small *ngIf="size !== 'large'">
+    <ng-container>
-      <ng-container *ngTemplateOutlet="label"></ng-container>
+      <div *ngIf="size === 'large'">
-    </small>
+        <span class="h6"
+          ><ng-container *ngTemplateOutlet="label"></ng-container
+        ></span>
+        <span *ngIf="subLabel" class="text-muted"> {{ subLabel }}</span>
+      </div>
+      <small *ngIf="size !== 'large'">
+        <ng-container *ngTemplateOutlet="label"></ng-container>
+      </small>
+    </ng-container>
   </ng-container>
-</ng-container>
 
-<ngx-skeleton-loader
+  <ngx-skeleton-loader
-  *ngIf="value === undefined"
+    *ngIf="value === undefined"
-  animation="pulse"
+    animation="pulse"
-  [theme]="{
+    [theme]="{
-    height: size === 'large' ? '2.5rem' : size === 'medium' ? '2rem' : '1.5rem',
+      height:
-    width: '5rem'
+        size === 'large' ? '2.5rem' : size === 'medium' ? '2rem' : '1.5rem',
-  }"
+      width: '5rem'
-></ngx-skeleton-loader>
+    }"
+  ></ngx-skeleton-loader>
+</div>

libs/ui/src/lib/value/value.component.scss

@@ -1,6 +1,6 @@
 :host {
   display: flex;
-  flex-direction: column;
+  flex-direction: row;
   font-variant-numeric: tabular-nums;
 
   .h2 {

libs/ui/src/lib/value/value.component.ts

@@ -16,6 +16,7 @@ import { isNumber } from 'lodash';
 export class ValueComponent implements OnChanges {
   @Input() colorizeSign = false;
   @Input() currency = '';
+  @Input() icon = '';
   @Input() isAbsolute = false;
   @Input() isCurrency = false;
   @Input() isDate = false;

libs/ui/src/lib/value/value.module.ts

@@ -1,5 +1,5 @@
 import { CommonModule } from '@angular/common';
-import { NgModule } from '@angular/core';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
 import { ValueComponent } from './value.component';
@@ -8,6 +8,6 @@ import { ValueComponent } from './value.component';
   declarations: [ValueComponent],
   exports: [ValueComponent],
   imports: [CommonModule, NgxSkeletonLoaderModule],
-  providers: []
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfValueModule {}

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "1.193.0",
+  "version": "1.200.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "scripts": {
@@ -81,7 +81,7 @@
     "@nestjs/schedule": "2.1.0",
     "@nestjs/serve-static": "3.0.0",
     "@nrwl/angular": "14.6.4",
-    "@prisma/client": "4.1.1",
+    "@prisma/client": "4.4.0",
     "@simplewebauthn/browser": "5.2.1",
     "@simplewebauthn/server": "5.2.1",
     "@stripe/stripe-js": "1.22.0",
@@ -119,7 +119,7 @@
     "passport": "0.6.0",
     "passport-google-oauth20": "2.0.0",
     "passport-jwt": "4.0.0",
-    "prisma": "4.1.1",
+    "prisma": "4.4.0",
     "reflect-metadata": "0.1.13",
     "rxjs": "7.5.6",
     "stripe": "8.199.0",

prisma/migrations/20210605161257_added_symbol_profile/migration.sql

@@ -1,5 +1,5 @@
 -- AlterTable
-ALTER TABLE "Order" ADD COLUMN     "symbolProfileId" TEXT;
+ALTER TABLE "Order" ADD COLUMN "symbolProfileId" TEXT;
 
 -- CreateTable
 CREATE TABLE "SymbolProfile" (

prisma/migrations/20210612110542_added_auth_device/migration.sql

@@ -1,5 +1,5 @@
 -- AlterTable
-ALTER TABLE "User" ADD COLUMN     "authChallenge" TEXT;
+ALTER TABLE "User" ADD COLUMN "authChallenge" TEXT;
 
 -- CreateTable
 CREATE TABLE "AuthDevice" (

prisma/migrations/20210616075245_added_sectors_to_symbol_profile/migration.sql

@@ -1,2 +1,2 @@
 -- AlterTable
-ALTER TABLE "SymbolProfile" ADD COLUMN     "sectors" JSONB;
+ALTER TABLE "SymbolProfile" ADD COLUMN "sectors" JSONB;

prisma/migrations/20210703194509_added_balance_to_account/migration.sql

@@ -2,5 +2,5 @@
 ALTER TYPE "AccountType" ADD VALUE 'CASH';
 
 -- AlterTable
-ALTER TABLE "Account" ADD COLUMN     "balance" DOUBLE PRECISION NOT NULL DEFAULT 0,
+ALTER TABLE "Account" ADD COLUMN "balance" DOUBLE PRECISION NOT NULL DEFAULT 0,
-ADD COLUMN     "currency" "Currency" NOT NULL DEFAULT E'USD';
+ADD COLUMN "currency" "Currency" NOT NULL DEFAULT E'USD';

prisma/migrations/20210724160404_added_currency_to_symbol_profile/migration.sql

@@ -1,2 +1,2 @@
 -- AlterTable
-ALTER TABLE "SymbolProfile" ADD COLUMN     "currency" "Currency";
+ALTER TABLE "SymbolProfile" ADD COLUMN "currency" "Currency";

prisma/migrations/20210807062952_added_is_draft_to_order/migration.sql

@@ -1,2 +1,2 @@
 -- AlterTable
-ALTER TABLE "Order" ADD COLUMN     "isDraft" BOOLEAN NOT NULL DEFAULT false;
+ALTER TABLE "Order" ADD COLUMN "isDraft" BOOLEAN NOT NULL DEFAULT false;

prisma/migrations/20210808075949_added_asset_class_to_symbol_profile/migration.sql

@@ -2,4 +2,4 @@
 CREATE TYPE "AssetClass" AS ENUM ('CASH', 'COMMODITY', 'EQUITY');
 
 -- AlterTable
-ALTER TABLE "SymbolProfile" ADD COLUMN     "assetClass" "AssetClass";
+ALTER TABLE "SymbolProfile" ADD COLUMN "assetClass" "AssetClass";

prisma/migrations/20210815180121_added_settings_to_settings/migration.sql

@@ -1,2 +1,2 @@
 -- AlterTable
-ALTER TABLE "Settings" ADD COLUMN     "settings" JSONB;
+ALTER TABLE "Settings" ADD COLUMN "settings" JSONB;

prisma/migrations/20210822200534_added_asset_sub_class_to_symbol_profile/migration.sql

@@ -2,4 +2,4 @@
 CREATE TYPE "AssetSubClass" AS ENUM ('CRYPTOCURRENCY', 'ETF', 'STOCK');
 
 -- AlterTable
-ALTER TABLE "SymbolProfile" ADD COLUMN     "assetSubClass" "AssetSubClass";
+ALTER TABLE "SymbolProfile" ADD COLUMN "assetSubClass" "AssetSubClass";

prisma/migrations/20210916182355_added_data_source_to_market_data/migration.sql

@@ -1,2 +1,2 @@
 -- AlterTable
-ALTER TABLE "MarketData" ADD COLUMN     "dataSource" "DataSource" NOT NULL DEFAULT E'YAHOO';
+ALTER TABLE "MarketData" ADD COLUMN "dataSource" "DataSource" NOT NULL DEFAULT E'YAHOO';

prisma/migrations/20211107082008_added_symbol_mapping_to_symbol_profile/migration.sql

@@ -1,2 +1,2 @@
 -- AlterTable
-ALTER TABLE "SymbolProfile" ADD COLUMN     "symbolMapping" JSONB;
+ALTER TABLE "SymbolProfile" ADD COLUMN "symbolMapping" JSONB;

prisma/migrations/20211107171624_added_scraper_configuration_to_symbol_profile/migration.sql

@@ -1,2 +1,2 @@
 -- AlterTable
-ALTER TABLE "SymbolProfile" ADD COLUMN     "scraperConfiguration" JSONB;
+ALTER TABLE "SymbolProfile" ADD COLUMN "scraperConfiguration" JSONB;

prisma/migrations/20220227093650_added_url_to_symbol_profile/migration.sql

@@ -1,2 +1,2 @@
 -- AlterTable
-ALTER TABLE "SymbolProfile" ADD COLUMN     "url" TEXT;
+ALTER TABLE "SymbolProfile" ADD COLUMN "url" TEXT;

prisma/migrations/20220924175215_added_is_excluded_to_account/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "Account" ADD COLUMN "isExcluded" BOOLEAN NOT NULL DEFAULT false;

prisma/schema.prisma

@@ -27,6 +27,7 @@ model Account {
   currency    String?
   id          String      @default(uuid())
   isDefault   Boolean     @default(false)
+  isExcluded  Boolean     @default(false)
   name        String?
   platformId  String?
   updatedAt   DateTime    @updatedAt

yarn.lock

@@ -3839,22 +3839,22 @@
     schema-utils "^3.0.0"
     source-map "^0.7.3"
 
-"@prisma/client@4.1.1":
+"@prisma/client@4.4.0":
-  version "4.1.1"
+  version "4.4.0"
-  resolved "https://registry.yarnpkg.com/@prisma/client/-/client-4.1.1.tgz#dcb1118397deb8247fbe39a1f3eee5606648adf8"
+  resolved "https://registry.yarnpkg.com/@prisma/client/-/client-4.4.0.tgz#45f59c172dd3621ecc92d7cf9bc765d85e6c7d56"
-  integrity sha512-2pXuIUYxHv5H9o6QTa1VIsl4yMgsAjKQOitlo8WVTB+vo73rmMJITBPavdGUZSWUc7adMkFzEV3y5rVTUQr77Q==
+  integrity sha512-ciKOP246x1xwr04G9ajHlJ4pkmtu9Q6esVyqVBO0QJihaKQIUvbPjClp17IsRJyxqNpFm4ScbOc/s9DUzKHINQ==
   dependencies:
-    "@prisma/engines-version" "4.1.0-48.8d8414deb360336e4698a65aa45a1fbaf1ce13d8"
+    "@prisma/engines-version" "4.4.0-66.f352a33b70356f46311da8b00d83386dd9f145d6"
 
-"@prisma/engines-version@4.1.0-48.8d8414deb360336e4698a65aa45a1fbaf1ce13d8":
+"@prisma/engines-version@4.4.0-66.f352a33b70356f46311da8b00d83386dd9f145d6":
-  version "4.1.0-48.8d8414deb360336e4698a65aa45a1fbaf1ce13d8"
+  version "4.4.0-66.f352a33b70356f46311da8b00d83386dd9f145d6"
-  resolved "https://registry.yarnpkg.com/@prisma/engines-version/-/engines-version-4.1.0-48.8d8414deb360336e4698a65aa45a1fbaf1ce13d8.tgz#ce00e6377126e491a8b1e0e2039c97e2924bd6d9"
+  resolved "https://registry.yarnpkg.com/@prisma/engines-version/-/engines-version-4.4.0-66.f352a33b70356f46311da8b00d83386dd9f145d6.tgz#00875863bb30b670a586a5b5794a000f7f3ad976"
-  integrity sha512-cRRJwpHFGFJZvtHbY3GZjMffNBEjjZk68ztn+S2hDgPCGB4H66IK26roK94GJxBodSehwRJ0wGyebC2GoIH1JQ==
+  integrity sha512-P5v/PuEIJLYXZUZBvOLPqoyCW+m6StNqHdiR6te++gYVODpPdLakks5HVx3JaZIY+LwR02juJWFlwpc9Eog/ug==
 
-"@prisma/engines@4.1.1":
+"@prisma/engines@4.4.0":
-  version "4.1.1"
+  version "4.4.0"
-  resolved "https://registry.yarnpkg.com/@prisma/engines/-/engines-4.1.1.tgz#a6a75870618bbd19ff734c51af7dbe9f362c3265"
+  resolved "https://registry.yarnpkg.com/@prisma/engines/-/engines-4.4.0.tgz#6ca7d3ce8eee08dcfa82311b0a02f5ccaac7dc0c"
-  integrity sha512-DCw8L/SS0IXqmj5IW/fMxOXiifnsfjBzDfRhf0j3NFWqvMCh9OtfjmXQZxVgI2mwvJLc/5jzXhkiWT39qS09dA==
+  integrity sha512-Fpykccxlt9MHrAs/QpPGpI2nOiRxuLA+LiApgA59ibbf24YICZIMWd3SI2YD+q0IAIso0jCGiHhirAIbxK3RyQ==
 
 "@rollup/plugin-babel@^5.3.0":
   version "5.3.1"
@@ -16763,12 +16763,12 @@ pretty-hrtime@^1.0.3:
   resolved "https://registry.yarnpkg.com/pretty-hrtime/-/pretty-hrtime-1.0.3.tgz#b7e3ea42435a4c9b2759d99e0f201eb195802ee1"
   integrity sha512-66hKPCr+72mlfiSjlEB1+45IjXSqvVAIy6mocupoww4tBFE9R9IhwwUGoI4G++Tc9Aq+2rxOt0RFU6gPcrte0A==
 
-prisma@4.1.1:
+prisma@4.4.0:
-  version "4.1.1"
+  version "4.4.0"
-  resolved "https://registry.yarnpkg.com/prisma/-/prisma-4.1.1.tgz#41c2e19896357f484ef21567165d762908376fca"
+  resolved "https://registry.yarnpkg.com/prisma/-/prisma-4.4.0.tgz#0c53324bf6a29474636b3e1964e0d72e0277bf8f"
-  integrity sha512-yw50J8If2dKP4wYIi695zthsCASQFHiogGvUHHWd3falx/rpsD6Sb1LMLRV9nO3iGG3lozxNJ2PSINxK7xwdpg==
+  integrity sha512-l/QKLmLcKJQFuc+X02LyICo0NWTUVaNNZ00jKJBqwDyhwMAhboD1FWwYV50rkH4Wls0RviAJSFzkC2ZrfawpfA==
   dependencies:
-    "@prisma/engines" "4.1.1"
+    "@prisma/engines" "4.4.0"
 
 prismjs@^1.27.0, prismjs@^1.28.0:
   version "1.28.0"