Release 1.210.0 (#1434)

* Initialize cash positions with user currency

* Update changelog

.github/ISSUE_TEMPLATE/bug_report.md

@@ -1,37 +1,45 @@
 ---
 name: Bug report
 about: Create a report to help us improve
-title: "[BUG]"
+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**
+**Bug Description**
+
 <!-- A clear and concise description of what the bug is. -->
 
 **To Reproduce**
-Steps to reproduce the behavior:
+
+<!-- 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
+**Environment**
+
+<!-- Please complete the following information -->
+
+- Ghostfolio Version X.Y.Z
+- Browser
+- OS
 
 **Additional context**
+
 <!-- Add any other context about the problem here. -->

.prettierrc

@@ -1,4 +1,13 @@
 {
+  "attributeGroups": [
+    "$ANGULAR_ELEMENT_REF",
+    "$ANGULAR_STRUCTURAL_DIRECTIVE",
+    "$DEFAULT",
+    "$ANGULAR_INPUT",
+    "$ANGULAR_TWO_WAY_BINDING",
+    "$ANGULAR_OUTPUT"
+  ],
+  "attributeSort": "ASC",
   "endOfLine": "auto",
   "printWidth": 80,
   "singleQuote": true,

.vscode/launch.json

@@ -5,11 +5,11 @@
       "name": "Debug Jest File",
       "type": "node",
       "request": "launch",
-      "program": "${workspaceFolder}/node_modules/@angular/cli/bin/ng",
+      "program": "${workspaceFolder}/node_modules/@nrwl/cli/bin/nx",
       "args": [
         "test",
         "--codeCoverage=false",
-        "--testFile=${workspaceFolder}/apps/api/src/models/portfolio.spec.ts"
+        "--testFile=${workspaceFolder}/apps/api/src/app/portfolio/portfolio-calculator-novn-buy-and-sell.spec.ts"
       ],
       "cwd": "${workspaceFolder}",
       "console": "internalConsole"

CHANGELOG.md

@@ -5,6 +5,141 @@ 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).
 
+## 1.210.0 - 08.11.2022
+
+### Added
+
+- Added tabs to the portfolio page
+
+### Changed
+
+- Merged the _FIRE_ calculator and the _X-ray_ section to a single page
+- Tightened the validation rule of the base currency environment variable (`BASE_CURRENCY`)
+
+### Fixed
+
+- Fixed an issue in the cash positions calculation
+
+## 1.209.0 - 05.11.2022
+
+### Added
+
+- Added the _Buy me a coffee_ button to the about page
+
+### Changed
+
+- Improved the usability of the activities import
+- Improved the usage of the premium indicator component
+- Removed the intro image in dark mode
+- Refactored the `TransactionsPageComponent` to `ActivitiesPageComponent`
+
+## 1.208.0 - 03.11.2022
+
+### Added
+
+- Added pagination to the activities table
+
+### Changed
+
+- Restructured the actions in the admin control panel
+
+### Fixed
+
+- Fixed the calculation in the portfolio evolution chart
+
+## 1.207.0 - 31.10.2022
+
+### Added
+
+- Added support for translated labels of asset and asset sub class
+- Added support for dates in _ISO 8601_ date format (`YYYY-MM-DD`) in the activities import
+
+### Changed
+
+- Darkened the background color of the dark mode
+
+### Fixed
+
+- Fixed the public page
+- Improved the loading indicator of the portfolio evolution chart
+
+## 1.206.2 - 20.10.2022
+
+### Changed
+
+- Fixed the `rxjs` version to `7.5.6` (resolutions)
+- Migrated the `angular.json` to `project.json` files in the `Nx` workspace
+- Upgraded `nestjs` from version `9.0.7` to `9.1.4`
+- Upgraded `Nx` from version `14.6.4` to `15.0.0`
+
+### Fixed
+
+- Fixed the performance calculation including `SELL` activities with a significant performance gain
+
+## 1.205.2 - 16.10.2022
+
+### Changed
+
+- Persisted the language on url change
+- Improved the portfolio evolution chart
+- Refactored the appearance (dark mode) in user settings (from `appearance` to `colorScheme`)
+- Improved the wording on the landing page
+
+## 1.204.1 - 15.10.2022
+
+### Added
+
+- Added support to change the appearance (dark mode) in user settings
+- Added the total amount chart to the investment timeline
+- Setup the `prettier` plugin `prettier-plugin-organize-attributes`
+
+### Changed
+
+- Respected the current date in the _FIRE_ calculator
+- Simplified the settings management in the admin control panel
+- Renamed the data source type `RAKUTEN` to `RAPID_API`
+
+### Fixed
+
+- Fixed some links in the blog posts
+- Fixed the alignment of the value component on the allocations page
+
+### Todo
+
+- Rename the environment variable from `RAKUTEN_RAPID_API_KEY` to `RAPID_API_API_KEY`
+
+## 1.203.0 - 08.10.2022
+
+### Added
+
+- Supported a progressive line animation in the line chart component
+
+### Changed
+
+- Moved the benchmark comparator from experimental to general availability
+- Improved the user interface of the benchmark comparator
+
+### Fixed
+
+- Fixed an issue in the performance and chart calculation of today
+- Fixed the alignment of the value component in the admin control panel
+
+## 1.202.0 - 07.10.2022
+
+### Added
+
+- Added support for a translated 4% rule in the _FIRE_ section
+
+### Changed
+
+- Improved the caching of the benchmarks in the markets overview (only cache if fetching was successful)
+- Improved the wording in the twitter bot service
+
+### Fixed
+
+- Fixed the support for cryptocurrencies having a symbol with less than 3 characters (e.g. `SC-USD`)
+- Fixed the text truncation in the value component
+
 ## 1.201.0 - 01.10.2022
 
 ### Added
@@ -917,8 +1052,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Display the value in base currency in the accounts table on mobile
-- Display the value in base currency in the activities table on mobile
+- Displayed the value in base currency in the accounts table on mobile
+- Displayed the value in base currency in the activities table on mobile
 - Renamed `orders` to `activities` in import and export functionality
 - Harmonized the algebraic sign of `currentGrossPerformancePercent` and `currentNetPerformancePercent` with `currentGrossPerformance` and `currentNetPerformance`
 - Improved the pricing page

Dockerfile

@@ -25,7 +25,6 @@ RUN yarn install
 COPY ./decorate-angular-cli.js decorate-angular-cli.js
 RUN node decorate-angular-cli.js
 
-COPY ./angular.json angular.json
 COPY ./nx.json nx.json
 COPY ./replace.build.js replace.build.js
 COPY ./jest.preset.js jest.preset.js

README.md

@@ -83,20 +83,20 @@ We provide official container images hosted on [Docker Hub](https://hub.docker.c
 
 ### Supported Environment Variables
 
-| Name                | Default Value | Description                                                                                                                         |
-| ------------------- | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
-| `ACCESS_TOKEN_SALT` |               | A random string used as salt for access tokens                                                                                      |
-| `BASE_CURRENCY`     | `USD`         | The base currency of the Ghostfolio application. Caution: This cannot be changed later!                                             |
-| `DATABASE_URL`      |               | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
-| `HOST`              | `0.0.0.0`     | The host where the Ghostfolio application will run on                                                                               |
-| `JWT_SECRET_KEY`    |               | A random string used for _JSON Web Tokens_ (JWT)                                                                                    |
-| `PORT`              | `3333`        | The port where the Ghostfolio application will run on                                                                               |
-| `POSTGRES_DB`       |               | The name of the _PostgreSQL_ database                                                                                               |
-| `POSTGRES_PASSWORD` |               | The password of the _PostgreSQL_ database                                                                                           |
-| `POSTGRES_USER`     |               | The user of the _PostgreSQL_ database                                                                                               |
-| `REDIS_HOST`        |               | The host where _Redis_ is running                                                                                                   |
-| `REDIS_PASSWORD`    |               | The password of _Redis_                                                                                                             |
-| `REDIS_PORT`        |               | The port where _Redis_ is running                                                                                                   |
+| Name                | Default Value | Description                                                                                                                                                                                                                                      |
+| ------------------- | ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
+| `ACCESS_TOKEN_SALT` |               | A random string used as salt for access tokens                                                                                                                                                                                                   |
+| `BASE_CURRENCY`     | `USD`         | The base currency of the Ghostfolio application.<br />`AUD` \| `CAD` \| `CNY` \| `EUR` \| `GBP` \| `JPY` \| `RUB` \| `USD`<br />Caution: Only set if you intend to track cryptocurrencies in a non-`USD` currency. This cannot be changed later! |
+| `DATABASE_URL`      |               | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer`                                                                                                              |
+| `HOST`              | `0.0.0.0`     | The host where the Ghostfolio application will run on                                                                                                                                                                                            |
+| `JWT_SECRET_KEY`    |               | A random string used for _JSON Web Tokens_ (JWT)                                                                                                                                                                                                 |
+| `PORT`              | `3333`        | The port where the Ghostfolio application will run on                                                                                                                                                                                            |
+| `POSTGRES_DB`       |               | The name of the _PostgreSQL_ database                                                                                                                                                                                                            |
+| `POSTGRES_PASSWORD` |               | The password of the _PostgreSQL_ database                                                                                                                                                                                                        |
+| `POSTGRES_USER`     |               | The user of the _PostgreSQL_ database                                                                                                                                                                                                            |
+| `REDIS_HOST`        |               | The host where _Redis_ is running                                                                                                                                                                                                                |
+| `REDIS_PASSWORD`    |               | The password of _Redis_                                                                                                                                                                                                                          |
+| `REDIS_PORT`        |               | The port where _Redis_ is running                                                                                                                                                                                                                |
 
 ### Run with Docker Compose
 
@@ -128,7 +128,7 @@ docker-compose --env-file ./.env -f docker/docker-compose.build.yml up -d
 Open http://localhost:3333 in your browser and accomplish these steps:
 
 1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
-1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
+1. Go to the _Market Data_ tab in the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
 1. Click _Sign out_ and check out the _Live Demo_
 
 #### Upgrade Version
@@ -158,7 +158,7 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
 1. Run `yarn database:setup` to initialize the database schema and populate your database with (example) data
 1. Start the server and the client (see [_Development_](#Development))
 1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
-1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
+1. Go to the _Market Data_ tab in the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
 1. Click _Sign out_ and check out the _Live Demo_
 
 ### Start Server
@@ -190,20 +190,22 @@ Run `yarn test`
 
 ## Public API
 
+### Authorization: Bearer Token
+
+Set the header for each request as follows:
+
+```
+"Authorization": "Bearer eyJh..."
+```
+
+You can get the _Bearer Token_ via `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TOKEN_OF_ACCOUNT>` or `curl -s http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TOKEN_OF_ACCOUNT>`.
+
 ### Import Activities
 
 #### Request
 
 `POST http://localhost:3333/api/v1/import`
 
-#### Authorization: Bearer Token
-
-Set the header as follows:
-
-```
-"Authorization": "Bearer eyJh..."
-```
-
 #### Body
 
 ```

angular.json

@@ -1,395 +0,0 @@
-{
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-      },
-      "tags": [],
-      "implicitDependencies": ["ui"]
-    }
-  }
-}

apps/api/project.json

@@ -0,0 +1,56 @@
+{
+  "$schema": "../../node_modules/nx/schemas/project-schema.json",
+  "sourceRoot": "apps/api/src",
+  "projectType": "application",
+  "prefix": "api",
+  "generators": {},
+  "targets": {
+    "build": {
+      "executor": "@nrwl/webpack:webpack",
+      "options": {
+        "outputPath": "dist/apps/api",
+        "main": "apps/api/src/main.ts",
+        "tsConfig": "apps/api/tsconfig.app.json",
+        "assets": ["apps/api/src/assets"],
+        "target": "node",
+        "compiler": "tsc"
+      },
+      "configurations": {
+        "production": {
+          "generatePackageJson": true,
+          "optimization": true,
+          "extractLicenses": true,
+          "inspect": false,
+          "fileReplacements": [
+            {
+              "replace": "apps/api/src/environments/environment.ts",
+              "with": "apps/api/src/environments/environment.prod.ts"
+            }
+          ]
+        }
+      },
+      "outputs": ["{options.outputPath}"]
+    },
+    "serve": {
+      "executor": "@nrwl/node:node",
+      "options": {
+        "buildTarget": "api:build"
+      }
+    },
+    "lint": {
+      "executor": "@nrwl/linter:eslint",
+      "options": {
+        "lintFilePatterns": ["apps/api/**/*.ts"]
+      }
+    },
+    "test": {
+      "executor": "@nrwl/jest:jest",
+      "options": {
+        "jestConfig": "apps/api/jest.config.ts",
+        "passWithNoTests": true
+      },
+      "outputs": ["{workspaceRoot}/coverage/apps/api"]
+    }
+  },
+  "tags": []
+}

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

@@ -95,11 +95,10 @@ export class AccountController {
       );
 
     let accountsWithAggregations =
-      await this.portfolioService.getAccountsWithAggregations(
-        impersonationUserId || this.request.user.id,
-        undefined,
-        true
-      );
+      await this.portfolioService.getAccountsWithAggregations({
+        userId: impersonationUserId || this.request.user.id,
+        withExcludedAccounts: true
+      });
 
     if (
       impersonationUserId ||
@@ -139,11 +138,11 @@ export class AccountController {
       );
 
     let accountsWithAggregations =
-      await this.portfolioService.getAccountsWithAggregations(
-        impersonationUserId || this.request.user.id,
-        [{ id, type: 'ACCOUNT' }],
-        true
-      );
+      await this.portfolioService.getAccountsWithAggregations({
+        filters: [{ id, type: 'ACCOUNT' }],
+        userId: impersonationUserId || this.request.user.id,
+        withExcludedAccounts: true
+      });
 
     if (
       impersonationUserId ||

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

@@ -181,10 +181,10 @@ export class AdminService {
   public async putSetting(key: string, value: string) {
     let response: Property;
 
-    if (value === '') {
-      response = await this.propertyService.delete({ key });
-    } else {
+    if (value) {
       response = await this.propertyService.put({ key, value });
+    } else {
+      response = await this.propertyService.delete({ key });
     }
 
     if (key === PROPERTY_CURRENCIES) {

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

@@ -73,6 +73,7 @@ export class BenchmarkService {
     }
 
     const allTimeHighs = await Promise.all(promises);
+    let storeInCache = true;
 
     benchmarks = allTimeHighs.map((allTimeHigh, index) => {
       const { marketPrice } =
@@ -85,6 +86,8 @@ export class BenchmarkService {
           allTimeHigh,
           marketPrice
         );
+      } else {
+        storeInCache = false;
       }
 
       return {
@@ -100,11 +103,13 @@ export class BenchmarkService {
       };
     });
 
-    await this.redisCacheService.set(
-      this.CACHE_KEY_BENCHMARKS,
-      JSON.stringify(benchmarks),
-      ms('4 hours') / 1000
-    );
+    if (storeInCache) {
+      await this.redisCacheService.set(
+        this.CACHE_KEY_BENCHMARKS,
+        JSON.stringify(benchmarks),
+        ms('4 hours') / 1000
+      );
+    }
 
     return benchmarks;
   }

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

@@ -3,8 +3,8 @@ import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
-import { Filter } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
@@ -36,6 +36,7 @@ import { UpdateOrderDto } from './update-order.dto';
 @Controller('order')
 export class OrderController {
   public constructor(
+    private readonly apiService: ApiService,
     private readonly impersonationService: ImpersonationService,
     private readonly orderService: OrderService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
@@ -73,30 +74,11 @@ export class OrderController {
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('tags') filterByTags?: string
   ): Promise<Activities> {
-    const accountIds = filterByAccounts?.split(',') ?? [];
-    const assetClasses = filterByAssetClasses?.split(',') ?? [];
-    const tagIds = filterByTags?.split(',') ?? [];
-
-    const filters: Filter[] = [
-      ...accountIds.map((accountId) => {
-        return <Filter>{
-          id: accountId,
-          type: 'ACCOUNT'
-        };
-      }),
-      ...assetClasses.map((assetClass) => {
-        return <Filter>{
-          id: assetClass,
-          type: 'ASSET_CLASS'
-        };
-      }),
-      ...tagIds.map((tagId) => {
-        return <Filter>{
-          id: tagId,
-          type: 'TAG'
-        };
-      })
-    ];
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByTags
+    });
 
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(

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

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

apps/api/src/app/portfolio/current-rate.service.mock.ts

@@ -21,6 +21,17 @@ function mockGetValue(symbol: string, date: Date) {
 
       return { marketPrice: 0 };
 
+    case 'BTCUSD':
+      if (isSameDay(parseDate('2015-01-01'), date)) {
+        return { marketPrice: 314.25 };
+      } else if (isSameDay(parseDate('2017-12-31'), date)) {
+        return { marketPrice: 14156.4 };
+      } else if (isSameDay(parseDate('2018-01-01'), date)) {
+        return { marketPrice: 13657.2 };
+      }
+
+      return { marketPrice: 0 };
+
     case 'NOVN.SW':
       if (isSameDay(parseDate('2022-04-11'), date)) {
         return { marketPrice: 87.8 };

apps/api/src/app/portfolio/portfolio-calculator-btcusd-buy-and-sell-partially.spec.ts

@@ -0,0 +1,110 @@
+import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
+import { parseDate } from '@ghostfolio/common/helper';
+import Big from 'big.js';
+
+import { CurrentRateServiceMock } from './current-rate.service.mock';
+import { PortfolioCalculator } from './portfolio-calculator';
+
+jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
+  return {
+    // eslint-disable-next-line @typescript-eslint/naming-convention
+    CurrentRateService: jest.fn().mockImplementation(() => {
+      return CurrentRateServiceMock;
+    })
+  };
+});
+
+describe('PortfolioCalculator', () => {
+  let currentRateService: CurrentRateService;
+
+  beforeEach(() => {
+    currentRateService = new CurrentRateService(null, null, null);
+  });
+
+  describe('get current positions', () => {
+    it.only('with BTCUSD buy and sell partially', async () => {
+      const portfolioCalculator = new PortfolioCalculator({
+        currentRateService,
+        currency: 'CHF',
+        orders: [
+          {
+            currency: 'CHF',
+            date: '2015-01-01',
+            dataSource: 'YAHOO',
+            fee: new Big(0),
+            name: 'Bitcoin USD',
+            quantity: new Big(2),
+            symbol: 'BTCUSD',
+            type: 'BUY',
+            unitPrice: new Big(320.43)
+          },
+          {
+            currency: 'CHF',
+            date: '2017-12-31',
+            dataSource: 'YAHOO',
+            fee: new Big(0),
+            name: 'Bitcoin USD',
+            quantity: new Big(1),
+            symbol: 'BTCUSD',
+            type: 'SELL',
+            unitPrice: new Big(14156.4)
+          }
+        ]
+      });
+
+      portfolioCalculator.computeTransactionPoints();
+
+      const spy = jest
+        .spyOn(Date, 'now')
+        .mockImplementation(() => parseDate('2018-01-01').getTime());
+
+      const currentPositions = await portfolioCalculator.getCurrentPositions(
+        parseDate('2015-01-01')
+      );
+
+      const investments = portfolioCalculator.getInvestments();
+
+      const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
+
+      spy.mockRestore();
+
+      expect(currentPositions).toEqual({
+        currentValue: new Big('13657.2'),
+        errors: [],
+        grossPerformance: new Big('27172.74'),
+        grossPerformancePercentage: new Big('42.40043067128546016291'),
+        hasErrors: false,
+        netPerformance: new Big('27172.74'),
+        netPerformancePercentage: new Big('42.40043067128546016291'),
+        positions: [
+          {
+            averagePrice: new Big('320.43'),
+            currency: 'CHF',
+            dataSource: 'YAHOO',
+            firstBuyDate: '2015-01-01',
+            grossPerformance: new Big('27172.74'),
+            grossPerformancePercentage: new Big('42.40043067128546016291'),
+            investment: new Big('320.43'),
+            netPerformance: new Big('27172.74'),
+            netPerformancePercentage: new Big('42.40043067128546016291'),
+            marketPrice: 13657.2,
+            quantity: new Big('1'),
+            symbol: 'BTCUSD',
+            transactionCount: 2
+          }
+        ],
+        totalInvestment: new Big('320.43')
+      });
+
+      expect(investments).toEqual([
+        { date: '2015-01-01', investment: new Big('640.86') },
+        { date: '2017-12-31', investment: new Big('320.43') }
+      ]);
+
+      expect(investmentsByMonth).toEqual([
+        { date: '2015-01-01', investment: new Big('640.86') },
+        { date: '2017-12-01', investment: new Big('-14156.4') }
+      ]);
+    });
+  });
+});

apps/api/src/app/portfolio/portfolio-calculator-novn-buy-and-sell-partially.spec.ts

@@ -22,7 +22,7 @@ describe('PortfolioCalculator', () => {
   });
 
   describe('get current positions', () => {
-    it.only('with BALN.SW buy and sell', async () => {
+    it.only('with NOVN.SW buy and sell partially', async () => {
       const portfolioCalculator = new PortfolioCalculator({
         currentRateService,
         currency: 'CHF',

apps/api/src/app/portfolio/portfolio-calculator-novn-buy-and-sell.spec.ts

@@ -0,0 +1,130 @@
+import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
+import { parseDate } from '@ghostfolio/common/helper';
+import Big from 'big.js';
+
+import { CurrentRateServiceMock } from './current-rate.service.mock';
+import { PortfolioCalculator } from './portfolio-calculator';
+
+jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
+  return {
+    // eslint-disable-next-line @typescript-eslint/naming-convention
+    CurrentRateService: jest.fn().mockImplementation(() => {
+      return CurrentRateServiceMock;
+    })
+  };
+});
+
+describe('PortfolioCalculator', () => {
+  let currentRateService: CurrentRateService;
+
+  beforeEach(() => {
+    currentRateService = new CurrentRateService(null, null, null);
+  });
+
+  describe('get current positions', () => {
+    it.only('with NOVN.SW buy and sell', async () => {
+      const portfolioCalculator = new PortfolioCalculator({
+        currentRateService,
+        currency: 'CHF',
+        orders: [
+          {
+            currency: 'CHF',
+            date: '2022-03-07',
+            dataSource: 'YAHOO',
+            fee: new Big(0),
+            name: 'Novartis AG',
+            quantity: new Big(2),
+            symbol: 'NOVN.SW',
+            type: 'BUY',
+            unitPrice: new Big(75.8)
+          },
+          {
+            currency: 'CHF',
+            date: '2022-04-08',
+            dataSource: 'YAHOO',
+            fee: new Big(0),
+            name: 'Novartis AG',
+            quantity: new Big(2),
+            symbol: 'NOVN.SW',
+            type: 'SELL',
+            unitPrice: new Big(85.73)
+          }
+        ]
+      });
+
+      portfolioCalculator.computeTransactionPoints();
+
+      const spy = jest
+        .spyOn(Date, 'now')
+        .mockImplementation(() => parseDate('2022-04-11').getTime());
+
+      const chartData = await portfolioCalculator.getChartData(
+        parseDate('2022-03-07')
+      );
+
+      const currentPositions = await portfolioCalculator.getCurrentPositions(
+        parseDate('2022-03-07')
+      );
+
+      const investments = portfolioCalculator.getInvestments();
+
+      const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
+
+      spy.mockRestore();
+
+      expect(chartData[0]).toEqual({
+        date: '2022-03-07',
+        netPerformanceInPercentage: 0,
+        netPerformance: 0,
+        totalInvestment: 151.6,
+        value: 151.6
+      });
+
+      expect(chartData[chartData.length - 1]).toEqual({
+        date: '2022-04-11',
+        netPerformanceInPercentage: 13.100263852242744,
+        netPerformance: 19.86,
+        totalInvestment: 0,
+        value: 19.86
+      });
+
+      expect(currentPositions).toEqual({
+        currentValue: new Big('0'),
+        errors: [],
+        grossPerformance: new Big('19.86'),
+        grossPerformancePercentage: new Big('0.13100263852242744063'),
+        hasErrors: false,
+        netPerformance: new Big('19.86'),
+        netPerformancePercentage: new Big('0.13100263852242744063'),
+        positions: [
+          {
+            averagePrice: new Big('0'),
+            currency: 'CHF',
+            dataSource: 'YAHOO',
+            firstBuyDate: '2022-03-07',
+            grossPerformance: new Big('19.86'),
+            grossPerformancePercentage: new Big('0.13100263852242744063'),
+            investment: new Big('0'),
+            netPerformance: new Big('19.86'),
+            netPerformancePercentage: new Big('0.13100263852242744063'),
+            marketPrice: 87.8,
+            quantity: new Big('0'),
+            symbol: 'NOVN.SW',
+            transactionCount: 2
+          }
+        ],
+        totalInvestment: new Big('0')
+      });
+
+      expect(investments).toEqual([
+        { date: '2022-03-07', investment: new Big('151.6') },
+        { date: '2022-04-08', investment: new Big('0') }
+      ]);
+
+      expect(investmentsByMonth).toEqual([
+        { date: '2022-03-01', investment: new Big('151.6') },
+        { date: '2022-04-01', investment: new Big('-171.46') }
+      ]);
+    });
+  });
+});

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

@@ -14,6 +14,7 @@ import {
   format,
   isAfter,
   isBefore,
+  isSameDay,
   isSameMonth,
   isSameYear,
   max,
@@ -187,7 +188,9 @@ export class PortfolioCalculator {
       day = addDays(day, step);
     }
 
-    dates.push(resetHours(end));
+    if (!isSameDay(last(dates), end)) {
+      dates.push(resetHours(end));
+    }
 
     for (const item of transactionPointsBeforeEndDate[firstIndex - 1].items) {
       dataGatheringItems.push({
@@ -231,21 +234,28 @@ export class PortfolioCalculator {
       [symbol: string]: { [date: string]: Big };
     } = {};
 
+    const maxInvestmentValuesBySymbol: {
+      [symbol: string]: { [date: string]: Big };
+    } = {};
+
     const totalNetPerformanceValues: { [date: string]: Big } = {};
     const totalInvestmentValues: { [date: string]: Big } = {};
+    const maxTotalInvestmentValues: { [date: string]: Big } = {};
 
     for (const symbol of Object.keys(symbols)) {
-      const { netPerformanceValues, investmentValues } = this.getSymbolMetrics({
-        end,
-        marketSymbolMap,
-        start,
-        step,
-        symbol,
-        isChartMode: true
-      });
+      const { investmentValues, maxInvestmentValues, netPerformanceValues } =
+        this.getSymbolMetrics({
+          end,
+          marketSymbolMap,
+          start,
+          step,
+          symbol,
+          isChartMode: true
+        });
 
       netPerformanceValuesBySymbol[symbol] = netPerformanceValues;
       investmentValuesBySymbol[symbol] = investmentValues;
+      maxInvestmentValuesBySymbol[symbol] = maxInvestmentValues;
     }
 
     for (const currentDate of dates) {
@@ -264,19 +274,28 @@ export class PortfolioCalculator {
         totalInvestmentValues[dateString] =
           totalInvestmentValues[dateString] ?? new Big(0);
 
+        maxTotalInvestmentValues[dateString] =
+          maxTotalInvestmentValues[dateString] ?? new Big(0);
+
         if (investmentValuesBySymbol[symbol]?.[dateString]) {
           totalInvestmentValues[dateString] = totalInvestmentValues[
             dateString
           ].add(investmentValuesBySymbol[symbol][dateString]);
         }
+
+        if (maxInvestmentValuesBySymbol[symbol]?.[dateString]) {
+          maxTotalInvestmentValues[dateString] = maxTotalInvestmentValues[
+            dateString
+          ].add(maxInvestmentValuesBySymbol[symbol][dateString]);
+        }
       }
     }
 
     return Object.keys(totalNetPerformanceValues).map((date) => {
-      const netPerformanceInPercentage = totalInvestmentValues[date].eq(0)
+      const netPerformanceInPercentage = maxTotalInvestmentValues[date].eq(0)
         ? 0
         : totalNetPerformanceValues[date]
-            .div(totalInvestmentValues[date])
+            .div(maxTotalInvestmentValues[date])
             .mul(100)
             .toNumber();
 
@@ -284,7 +303,10 @@ export class PortfolioCalculator {
         date,
         netPerformanceInPercentage,
         netPerformance: totalNetPerformanceValues[date].toNumber(),
-        value: netPerformanceInPercentage
+        totalInvestment: totalInvestmentValues[date].toNumber(),
+        value: totalInvestmentValues[date]
+          .plus(totalNetPerformanceValues[date])
+          .toNumber()
       };
     });
   }
@@ -893,13 +915,14 @@ export class PortfolioCalculator {
     let initialValue: Big;
     let investmentAtStartDate: Big;
     const investmentValues: { [date: string]: Big } = {};
+    const maxInvestmentValues: { [date: string]: Big } = {};
     let lastAveragePrice = new Big(0);
-    let lastTransactionInvestment = new Big(0);
-    let lastValueOfInvestmentBeforeTransaction = 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 timeWeightedGrossPerformancePercentage = new Big(1);
+    // let timeWeightedNetPerformancePercentage = new Big(1);
     let totalInvestment = new Big(0);
     let totalInvestmentWithGrossPerformanceFromSell = new Big(0);
     let totalUnits = new Big(0);
@@ -994,6 +1017,12 @@ export class PortfolioCalculator {
     for (let i = 0; i < orders.length; i += 1) {
       const order = orders[i];
 
+      if (PortfolioCalculator.ENABLE_LOGGING) {
+        console.log();
+        console.log();
+        console.log(i + 1, order.type, order.itemType);
+      }
+
       if (order.itemType === 'start') {
         // Take the unit price of the order as the market price if there are no
         // orders of this symbol before the start date
@@ -1021,9 +1050,21 @@ export class PortfolioCalculator {
         valueAtStartDate = valueOfInvestmentBeforeTransaction;
       }
 
-      const transactionInvestment = order.quantity
-        .mul(order.unitPrice)
-        .mul(this.getFactor(order.type));
+      const transactionInvestment =
+        order.type === 'BUY'
+          ? order.quantity.mul(order.unitPrice).mul(this.getFactor(order.type))
+          : totalUnits.gt(0)
+          ? totalInvestment
+              .div(totalUnits)
+              .mul(order.quantity)
+              .mul(this.getFactor(order.type))
+          : new Big(0);
+
+      if (PortfolioCalculator.ENABLE_LOGGING) {
+        console.log('totalInvestment', totalInvestment.toNumber());
+        console.log('order.quantity', order.quantity.toNumber());
+        console.log('transactionInvestment', transactionInvestment.toNumber());
+      }
 
       totalInvestment = totalInvestment.plus(transactionInvestment);
 
@@ -1072,58 +1113,69 @@ export class PortfolioCalculator {
         ? new Big(0)
         : totalInvestmentWithGrossPerformanceFromSell.div(totalUnits);
 
+      if (PortfolioCalculator.ENABLE_LOGGING) {
+        console.log(
+          'totalInvestmentWithGrossPerformanceFromSell',
+          totalInvestmentWithGrossPerformanceFromSell.toNumber()
+        );
+        console.log(
+          'grossPerformanceFromSells',
+          grossPerformanceFromSells.toNumber()
+        );
+      }
+
       const newGrossPerformance = valueOfInvestment
-        .minus(totalInvestmentWithGrossPerformanceFromSell)
+        .minus(totalInvestment)
         .plus(grossPerformanceFromSells);
 
-      if (
-        i > indexOfStartOrder &&
-        !lastValueOfInvestmentBeforeTransaction
-          .plus(lastTransactionInvestment)
-          .eq(0)
-      ) {
-        const grossHoldingPeriodReturn = valueOfInvestmentBeforeTransaction
-          .minus(
-            lastValueOfInvestmentBeforeTransaction.plus(
-              lastTransactionInvestment
-            )
-          )
-          .div(
-            lastValueOfInvestmentBeforeTransaction.plus(
-              lastTransactionInvestment
-            )
-          );
+      // if (
+      //   i > indexOfStartOrder &&
+      //   !lastValueOfInvestmentBeforeTransaction
+      //     .plus(lastTransactionInvestment)
+      //     .eq(0)
+      // ) {
+      // const grossHoldingPeriodReturn = valueOfInvestmentBeforeTransaction
+      //   .minus(
+      //     lastValueOfInvestmentBeforeTransaction.plus(
+      //       lastTransactionInvestment
+      //     )
+      //   )
+      //   .div(
+      //     lastValueOfInvestmentBeforeTransaction.plus(
+      //       lastTransactionInvestment
+      //     )
+      //   );
 
-        timeWeightedGrossPerformancePercentage =
-          timeWeightedGrossPerformancePercentage.mul(
-            new Big(1).plus(grossHoldingPeriodReturn)
-          );
+      // timeWeightedGrossPerformancePercentage =
+      //   timeWeightedGrossPerformancePercentage.mul(
+      //     new Big(1).plus(grossHoldingPeriodReturn)
+      //   );
 
-        const netHoldingPeriodReturn = valueOfInvestmentBeforeTransaction
-          .minus(fees.minus(feesAtStartDate))
-          .minus(
-            lastValueOfInvestmentBeforeTransaction.plus(
-              lastTransactionInvestment
-            )
-          )
-          .div(
-            lastValueOfInvestmentBeforeTransaction.plus(
-              lastTransactionInvestment
-            )
-          );
+      // const netHoldingPeriodReturn = valueOfInvestmentBeforeTransaction
+      //   .minus(fees.minus(feesAtStartDate))
+      //   .minus(
+      //     lastValueOfInvestmentBeforeTransaction.plus(
+      //       lastTransactionInvestment
+      //     )
+      //   )
+      //   .div(
+      //     lastValueOfInvestmentBeforeTransaction.plus(
+      //       lastTransactionInvestment
+      //     )
+      //   );
 
-        timeWeightedNetPerformancePercentage =
-          timeWeightedNetPerformancePercentage.mul(
-            new Big(1).plus(netHoldingPeriodReturn)
-          );
-      }
+      // timeWeightedNetPerformancePercentage =
+      //   timeWeightedNetPerformancePercentage.mul(
+      //     new Big(1).plus(netHoldingPeriodReturn)
+      //   );
+      // }
 
       grossPerformance = newGrossPerformance;
 
-      lastTransactionInvestment = transactionInvestment;
+      // lastTransactionInvestment = transactionInvestment;
 
-      lastValueOfInvestmentBeforeTransaction =
-        valueOfInvestmentBeforeTransaction;
+      // lastValueOfInvestmentBeforeTransaction =
+      //   valueOfInvestmentBeforeTransaction;
 
       if (order.itemType === 'start') {
         feesAtStartDate = fees;
@@ -1136,6 +1188,15 @@ export class PortfolioCalculator {
           .minus(fees.minus(feesAtStartDate));
 
         investmentValues[order.date] = totalInvestment;
+        maxInvestmentValues[order.date] = maxTotalInvestment;
+      }
+
+      if (PortfolioCalculator.ENABLE_LOGGING) {
+        console.log('totalInvestment', totalInvestment.toNumber());
+        console.log(
+          'totalGrossPerformance',
+          grossPerformance.minus(grossPerformanceAtStartDate).toNumber()
+        );
       }
 
       if (i === indexOfEndOrder) {
@@ -1143,11 +1204,11 @@ export class PortfolioCalculator {
       }
     }
 
-    timeWeightedGrossPerformancePercentage =
-      timeWeightedGrossPerformancePercentage.minus(1);
+    // timeWeightedGrossPerformancePercentage =
+    //   timeWeightedGrossPerformancePercentage.minus(1);
 
-    timeWeightedNetPerformancePercentage =
-      timeWeightedNetPerformancePercentage.minus(1);
+    // timeWeightedNetPerformancePercentage =
+    //   timeWeightedNetPerformancePercentage.minus(1);
 
     const totalGrossPerformance = grossPerformance.minus(
       grossPerformanceAtStartDate
@@ -1212,6 +1273,7 @@ export class PortfolioCalculator {
         Average price: ${averagePriceAtStartDate.toFixed(
           2
         )} -> ${averagePriceAtEndDate.toFixed(2)}
+        Total investment: ${totalInvestment.toFixed(2)}
         Max. total investment: ${maxTotalInvestment.toFixed(2)}
         Gross performance: ${totalGrossPerformance.toFixed(
           2
@@ -1227,6 +1289,7 @@ export class PortfolioCalculator {
       initialValue,
       grossPerformancePercentage,
       investmentValues,
+      maxInvestmentValues,
       netPerformancePercentage,
       netPerformanceValues,
       hasErrors: totalUnits.gt(0) && (!initialValue || !unitPriceAtEndDate),

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

@@ -7,18 +7,15 @@ import {
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
-import { parseDate } from '@ghostfolio/common/helper';
 import {
-  Filter,
-  PortfolioChart,
   PortfolioDetails,
   PortfolioInvestments,
   PortfolioPerformanceResponse,
   PortfolioPublicDetails,
-  PortfolioReport,
-  PortfolioSummary
+  PortfolioReport
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type {
@@ -40,6 +37,7 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
+import Big from 'big.js';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
@@ -52,6 +50,7 @@ export class PortfolioController {
 
   public constructor(
     private readonly accessService: AccessService,
+    private readonly apiService: ApiService,
     private readonly configurationService: ConfigurationService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly portfolioService: PortfolioService,
@@ -61,55 +60,6 @@ export class PortfolioController {
     this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
   }
 
-  @Get('chart')
-  @UseGuards(AuthGuard('jwt'))
-  public async getChart(
-    @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
-  ): Promise<PortfolioChart> {
-    const historicalDataContainer = await this.portfolioService.getChart(
-      impersonationId,
-      range
-    );
-
-    let chartData = historicalDataContainer.items;
-
-    let hasError = false;
-
-    chartData.forEach((chartDataItem) => {
-      if (hasNotDefinedValuesInObject(chartDataItem)) {
-        hasError = true;
-      }
-    });
-
-    if (
-      impersonationId ||
-      this.userService.isRestrictedView(this.request.user)
-    ) {
-      let maxValue = 0;
-
-      chartData.forEach((portfolioItem) => {
-        if (portfolioItem.value > maxValue) {
-          maxValue = portfolioItem.value;
-        }
-      });
-
-      chartData = chartData.map((historicalDataItem) => {
-        return {
-          ...historicalDataItem,
-          marketPrice: Number((historicalDataItem.value / maxValue).toFixed(2))
-        };
-      });
-    }
-
-    return {
-      hasError,
-      chart: chartData,
-      isAllTimeHigh: historicalDataContainer.isAllTimeHigh,
-      isAllTimeLow: historicalDataContainer.isAllTimeLow
-    };
-  }
-
   @Get('details')
   @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(RedactValuesInResponseInterceptor)
@@ -118,37 +68,21 @@ export class PortfolioController {
     @Headers('impersonation-id') impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
-    @Query('range') range?: DateRange,
+    @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioDetails & { hasError: boolean }> {
+    let hasDetails = true;
     let hasError = false;
 
-    const accountIds = filterByAccounts?.split(',') ?? [];
-    const assetClasses = filterByAssetClasses?.split(',') ?? [];
-    const tagIds = filterByTags?.split(',') ?? [];
+    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
+      hasDetails = this.request.user.subscription.type === 'Premium';
+    }
 
-    const filters: Filter[] = [
-      ...accountIds.map((accountId) => {
-        return <Filter>{
-          id: accountId,
-          type: 'ACCOUNT'
-        };
-      }),
-      ...assetClasses.map((assetClass) => {
-        return <Filter>{
-          id: assetClass,
-          type: 'ASSET_CLASS'
-        };
-      }),
-      ...tagIds.map((tagId) => {
-        return <Filter>{
-          id: tagId,
-          type: 'TAG'
-        };
-      })
-    ];
-
-    let portfolioSummary: PortfolioSummary;
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByTags
+    });
 
     const {
       accounts,
@@ -158,18 +92,18 @@ export class PortfolioController {
       holdings,
       summary,
       totalValueInBaseCurrency
-    } = await this.portfolioService.getDetails(
+    } = await this.portfolioService.getDetails({
+      dateRange,
+      filters,
       impersonationId,
-      this.request.user.id,
-      range,
-      filters
-    );
+      userId: this.request.user.id
+    });
 
     if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
       hasError = true;
     }
 
-    portfolioSummary = summary;
+    let portfolioSummary = summary;
 
     if (
       impersonationId ||
@@ -204,7 +138,13 @@ export class PortfolioController {
         accounts[name].current = current / totalValue;
         accounts[name].original = original / totalInvestment;
       }
+    }
 
+    if (
+      hasDetails === false ||
+      impersonationId ||
+      this.userService.isRestrictedView(this.request.user)
+    ) {
       portfolioSummary = nullifyValuesInObject(summary, [
         'cash',
         'committedFunds',
@@ -222,11 +162,6 @@ export class PortfolioController {
       ]);
     }
 
-    let hasDetails = true;
-    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
-      hasDetails = this.request.user.subscription.type === 'Premium';
-    }
-
     for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
       holdings[symbol] = {
         ...portfolioPosition,
@@ -246,7 +181,7 @@ export class PortfolioController {
       hasError,
       holdings,
       totalValueInBaseCurrency,
-      summary: hasDetails ? portfolioSummary : undefined
+      summary: portfolioSummary
     };
   }
 
@@ -254,27 +189,22 @@ export class PortfolioController {
   @UseGuards(AuthGuard('jwt'))
   public async getInvestments(
     @Headers('impersonation-id') impersonationId: string,
+    @Query('range') dateRange: DateRange = 'max',
     @Query('groupBy') groupBy?: GroupBy
   ): Promise<PortfolioInvestments> {
-    if (
-      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
-      this.request.user.subscription.type === 'Basic'
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
     let investments: InvestmentItem[];
 
     if (groupBy === 'month') {
-      investments = await this.portfolioService.getInvestments(
+      investments = await this.portfolioService.getInvestments({
+        dateRange,
         impersonationId,
-        'month'
-      );
+        groupBy: 'month'
+      });
     } else {
-      investments = await this.portfolioService.getInvestments(impersonationId);
+      investments = await this.portfolioService.getInvestments({
+        dateRange,
+        impersonationId
+      });
     }
 
     if (
@@ -292,33 +222,16 @@ export class PortfolioController {
       }));
     }
 
-    return { firstOrderDate: parseDate(investments[0]?.date), investments };
-  }
-
-  @Get('performance')
-  @UseGuards(AuthGuard('jwt'))
-  @UseInterceptors(TransformDataSourceInResponseInterceptor)
-  public async getPerformance(
-    @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
-  ): Promise<PortfolioPerformanceResponse> {
-    const performanceInformation = await this.portfolioService.getPerformance(
-      impersonationId,
-      range
-    );
-
     if (
-      impersonationId ||
-      this.request.user.Settings.settings.viewMode === 'ZEN' ||
-      this.userService.isRestrictedView(this.request.user)
+      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      this.request.user.subscription.type === 'Basic'
     ) {
-      performanceInformation.performance = nullifyValuesInObject(
-        performanceInformation.performance,
-        ['currentGrossPerformance', 'currentValue']
-      );
+      investments = investments.map((item) => {
+        return nullifyValuesInObject(item, ['investment']);
+      });
     }
 
-    return performanceInformation;
+    return { investments };
   }
 
   @Get('performance')
@@ -327,23 +240,53 @@ export class PortfolioController {
   @Version('2')
   public async getPerformanceV2(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') dateRange
+    @Query('range') dateRange: DateRange = 'max'
   ): Promise<PortfolioPerformanceResponse> {
-    const performanceInformation = await this.portfolioService.getPerformanceV2(
-      {
-        dateRange,
-        impersonationId
-      }
-    );
+    const performanceInformation = await this.portfolioService.getPerformance({
+      dateRange,
+      impersonationId,
+      userId: this.request.user.id
+    });
 
     if (
       impersonationId ||
       this.request.user.Settings.settings.viewMode === 'ZEN' ||
       this.userService.isRestrictedView(this.request.user)
     ) {
+      performanceInformation.chart = performanceInformation.chart.map(
+        ({ date, netPerformanceInPercentage, totalInvestment, value }) => {
+          return {
+            date,
+            netPerformanceInPercentage,
+            totalInvestment: new Big(totalInvestment)
+              .div(performanceInformation.performance.totalInvestment)
+              .toNumber(),
+            value: new Big(value)
+              .div(performanceInformation.performance.currentValue)
+              .toNumber()
+          };
+        }
+      );
+
       performanceInformation.performance = nullifyValuesInObject(
         performanceInformation.performance,
-        ['currentGrossPerformance', 'currentNetPerformance', 'currentValue']
+        [
+          'currentGrossPerformance',
+          'currentNetPerformance',
+          'currentValue',
+          'totalInvestment'
+        ]
+      );
+    }
+
+    if (
+      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      this.request.user.subscription.type === 'Basic'
+    ) {
+      performanceInformation.chart = performanceInformation.chart.map(
+        (item) => {
+          return nullifyValuesInObject(item, ['totalInvestment', 'value']);
+        }
       );
     }
 
@@ -355,11 +298,11 @@ export class PortfolioController {
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getPositions(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
+    @Query('range') dateRange: DateRange = 'max'
   ): Promise<PortfolioPositions> {
     const result = await this.portfolioService.getPositions(
       impersonationId,
-      range
+      dateRange
     );
 
     if (
@@ -400,12 +343,12 @@ export class PortfolioController {
       hasDetails = user.subscription.type === 'Premium';
     }
 
-    const { holdings } = await this.portfolioService.getDetails(
-      access.userId,
-      access.userId,
-      'max',
-      [{ id: 'EQUITY', type: 'ASSET_CLASS' }]
-    );
+    const { holdings } = await this.portfolioService.getDetails({
+      dateRange: 'max',
+      filters: [{ id: 'EQUITY', type: 'ASSET_CLASS' }],
+      impersonationId: access.userId,
+      userId: user.id
+    });
 
     const portfolioPublicDetails: PortfolioPublicDetails = {
       hasDetails,
@@ -486,16 +429,19 @@ export class PortfolioController {
   public async getReport(
     @Headers('impersonation-id') impersonationId: string
   ): Promise<PortfolioReport> {
+    const report = await this.portfolioService.getReport(impersonationId);
+
     if (
       this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
       this.request.user.subscription.type === 'Basic'
     ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
+      for (const rule in report.rules) {
+        if (report.rules[rule]) {
+          report.rules[rule] = [];
+        }
+      }
     }
 
-    return await this.portfolioService.getReport(impersonationId);
+    return report;
   }
 }

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

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

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

@@ -3,7 +3,6 @@ import { CashDetails } from '@ghostfolio/api/app/account/interfaces/cash-details
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
 import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-order.interface';
-import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface';
 import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
@@ -32,11 +31,13 @@ import {
   HistoricalDataItem,
   PortfolioDetails,
   PortfolioPerformanceResponse,
+  PortfolioPosition,
   PortfolioReport,
   PortfolioSummary,
   Position,
   TimelinePosition,
-  UserSettings
+  UserSettings,
+  UserWithSettings
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type {
@@ -67,11 +68,9 @@ import {
   isAfter,
   isBefore,
   max,
-  parse,
   parseISO,
   set,
   setDayOfYear,
-  startOfDay,
   subDays,
   subYears
 } from 'date-fns';
@@ -107,15 +106,19 @@ export class PortfolioService {
     this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
   }
 
-  public async getAccounts(
-    aUserId: string,
-    aFilters?: Filter[],
+  public async getAccounts({
+    filters,
+    userId,
     withExcludedAccounts = false
-  ): Promise<AccountWithValue[]> {
-    const where: Prisma.AccountWhereInput = { userId: aUserId };
+  }: {
+    filters?: Filter[];
+    userId: string;
+    withExcludedAccounts?: boolean;
+  }): Promise<AccountWithValue[]> {
+    const where: Prisma.AccountWhereInput = { userId: userId };
 
-    if (aFilters?.[0].id && aFilters?.[0].type === 'ACCOUNT') {
-      where.id = aFilters[0].id;
+    if (filters?.[0].id && filters?.[0].type === 'ACCOUNT') {
+      where.id = filters[0].id;
     }
 
     const [accounts, details] = await Promise.all([
@@ -124,13 +127,12 @@ export class PortfolioService {
         include: { Order: true, Platform: true },
         orderBy: { name: 'asc' }
       }),
-      this.getDetails(
-        aUserId,
-        aUserId,
-        undefined,
-        aFilters,
-        withExcludedAccounts
-      )
+      this.getDetails({
+        filters,
+        withExcludedAccounts,
+        impersonationId: userId,
+        userId: this.request.user.id
+      })
     ]);
 
     const userCurrency = this.request.user.Settings.settings.baseCurrency;
@@ -168,16 +170,20 @@ export class PortfolioService {
     });
   }
 
-  public async getAccountsWithAggregations(
-    aUserId: string,
-    aFilters?: Filter[],
+  public async getAccountsWithAggregations({
+    filters,
+    userId,
     withExcludedAccounts = false
-  ): Promise<Accounts> {
-    const accounts = await this.getAccounts(
-      aUserId,
-      aFilters,
+  }: {
+    filters?: Filter[];
+    userId: string;
+    withExcludedAccounts?: boolean;
+  }): Promise<Accounts> {
+    const accounts = await this.getAccounts({
+      filters,
+      userId,
       withExcludedAccounts
-    );
+    });
     let totalBalanceInBaseCurrency = new Big(0);
     let totalValueInBaseCurrency = new Big(0);
     let transactionCount = 0;
@@ -200,11 +206,16 @@ export class PortfolioService {
     };
   }
 
-  public async getInvestments(
-    aImpersonationId: string,
-    groupBy?: GroupBy
-  ): Promise<InvestmentItem[]> {
-    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
+  public async getInvestments({
+    dateRange,
+    impersonationId,
+    groupBy
+  }: {
+    dateRange: DateRange;
+    impersonationId: string;
+    groupBy?: GroupBy;
+  }): Promise<InvestmentItem[]> {
+    const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
@@ -276,108 +287,32 @@ export class PortfolioService {
       }
     }
 
-    return sortBy(investments, (investment) => {
+    investments = sortBy(investments, (investment) => {
       return investment.date;
     });
-  }
 
-  public async getChart(
-    aImpersonationId: string,
-    aDateRange: DateRange = 'max'
-  ): Promise<HistoricalDataContainer> {
-    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
+    const startDate = this.getStartDate(
+      dateRange,
+      parseDate(investments[0]?.date)
+    );
 
-    const { portfolioOrders, transactionPoints } =
-      await this.getTransactionPoints({
-        userId
-      });
-
-    const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.settings.baseCurrency,
-      currentRateService: this.currentRateService,
-      orders: portfolioOrders
+    return investments.filter(({ date }) => {
+      return !isBefore(parseDate(date), startDate);
     });
-
-    portfolioCalculator.setTransactionPoints(transactionPoints);
-    if (transactionPoints.length === 0) {
-      return {
-        isAllTimeHigh: false,
-        isAllTimeLow: false,
-        items: []
-      };
-    }
-    let portfolioStart = parse(
-      transactionPoints[0].date,
-      DATE_FORMAT,
-      new Date()
-    );
-
-    // Get start date for the full portfolio because of because of the
-    // min and max calculation
-    portfolioStart = this.getStartDate('max', portfolioStart);
-
-    const timelineSpecification: TimelineSpecification[] = [
-      {
-        start: format(portfolioStart, DATE_FORMAT),
-        accuracy: 'day'
-      }
-    ];
-
-    const timelineInfo = await portfolioCalculator.calculateTimeline(
-      timelineSpecification,
-      format(new Date(), DATE_FORMAT)
-    );
-
-    const timeline = timelineInfo.timelinePeriods;
-
-    const items = timeline
-      .filter((timelineItem) => timelineItem !== null)
-      .map((timelineItem) => ({
-        date: timelineItem.date,
-        value: timelineItem.netPerformance.toNumber()
-      }));
-
-    let lastItem = null;
-    if (timeline.length > 0) {
-      lastItem = timeline[timeline.length - 1];
-    }
-
-    let isAllTimeHigh = timelineInfo.maxNetPerformance?.eq(
-      lastItem?.netPerformance ?? 0
-    );
-    let isAllTimeLow = timelineInfo.minNetPerformance?.eq(
-      lastItem?.netPerformance ?? 0
-    );
-    if (isAllTimeHigh && isAllTimeLow) {
-      isAllTimeHigh = false;
-      isAllTimeLow = false;
-    }
-
-    portfolioStart = startOfDay(
-      this.getStartDate(
-        aDateRange,
-        parse(transactionPoints[0].date, DATE_FORMAT, new Date())
-      )
-    );
-
-    return {
-      isAllTimeHigh,
-      isAllTimeLow,
-      items: items.filter((item) => {
-        // Filter items of date range
-        return !isAfter(portfolioStart, parseDate(item.date));
-      })
-    };
   }
 
-  public async getChartV2({
+  public async getChart({
     dateRange = 'max',
-    impersonationId
+    impersonationId,
+    userCurrency,
+    userId
   }: {
     dateRange?: DateRange;
     impersonationId: string;
+    userCurrency: string;
+    userId: string;
   }): Promise<HistoricalDataContainer> {
-    const userId = await this.getUserId(impersonationId, this.request.user.id);
+    userId = await this.getUserId(impersonationId, userId);
 
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
@@ -385,7 +320,7 @@ export class PortfolioService {
       });
 
     const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.settings.baseCurrency,
+      currency: userCurrency,
       currentRateService: this.currentRateService,
       orders: portfolioOrders
     });
@@ -421,29 +356,32 @@ export class PortfolioService {
     };
   }
 
-  public async getDetails(
-    aImpersonationId: string,
-    aUserId: string,
-    aDateRange: DateRange = 'max',
-    aFilters?: Filter[],
+  public async getDetails({
+    impersonationId,
+    dateRange = 'max',
+    filters,
+    userId,
     withExcludedAccounts = false
-  ): Promise<PortfolioDetails & { hasErrors: boolean }> {
-    const userId = await this.getUserId(aImpersonationId, aUserId);
+  }: {
+    impersonationId: string;
+    dateRange?: DateRange;
+    filters?: Filter[];
+    userId: string;
+    withExcludedAccounts?: boolean;
+  }): Promise<PortfolioDetails & { hasErrors: boolean }> {
+    userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
+    const userCurrency = this.getUserCurrency(user);
 
     const emergencyFund = new Big(
       (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
     );
-    const userCurrency =
-      user.Settings?.settings.baseCurrency ??
-      this.request.user?.Settings?.settings.baseCurrency ??
-      this.baseCurrency;
 
     const { orders, portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
+        filters,
         userId,
-        withExcludedAccounts,
-        filters: aFilters
+        withExcludedAccounts
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -457,15 +395,15 @@ export class PortfolioService {
     const portfolioStart = parseDate(
       transactionPoints[0]?.date ?? format(new Date(), DATE_FORMAT)
     );
-    const startDate = this.getStartDate(aDateRange, portfolioStart);
+    const startDate = this.getStartDate(dateRange, portfolioStart);
     const currentPositions = await portfolioCalculator.getCurrentPositions(
       startDate
     );
 
     const cashDetails = await this.accountService.getCashDetails({
+      filters,
       userId,
-      currency: userCurrency,
-      filters: aFilters
+      currency: userCurrency
     });
 
     const holdings: PortfolioDetails['holdings'] = {};
@@ -475,10 +413,10 @@ export class PortfolioService {
     let filteredValueInBaseCurrency = currentPositions.currentValue;
 
     if (
-      aFilters?.length === 0 ||
-      (aFilters?.length === 1 &&
-        aFilters[0].type === 'ASSET_CLASS' &&
-        aFilters[0].id === 'CASH')
+      filters?.length === 0 ||
+      (filters?.length === 1 &&
+        filters[0].type === 'ASSET_CLASS' &&
+        filters[0].id === 'CASH')
     ) {
       filteredValueInBaseCurrency = filteredValueInBaseCurrency.plus(
         cashDetails.balanceInBaseCurrency
@@ -574,10 +512,10 @@ export class PortfolioService {
     }
 
     if (
-      aFilters?.length === 0 ||
-      (aFilters?.length === 1 &&
-        aFilters[0].type === 'ASSET_CLASS' &&
-        aFilters[0].id === 'CASH')
+      filters?.length === 0 ||
+      (filters?.length === 1 &&
+        filters[0].type === 'ASSET_CLASS' &&
+        filters[0].id === 'CASH')
     ) {
       const cashPositions = await this.getCashPositions({
         cashDetails,
@@ -593,15 +531,19 @@ export class PortfolioService {
     }
 
     const accounts = await this.getValueOfAccounts({
+      filters,
       orders,
       portfolioItemsNow,
       userCurrency,
       userId,
-      withExcludedAccounts,
-      filters: aFilters
+      withExcludedAccounts
     });
 
-    const summary = await this.getSummary(aImpersonationId);
+    const summary = await this.getSummary({
+      impersonationId,
+      userCurrency,
+      userId
+    });
 
     return {
       accounts,
@@ -621,8 +563,9 @@ export class PortfolioService {
     aImpersonationId: string,
     aSymbol: string
   ): Promise<PortfolioPositionDetail> {
-    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 userCurrency = this.getUserCurrency(user);
 
     const orders = (
       await this.orderService.getOrders({
@@ -942,85 +885,18 @@ export class PortfolioService {
     };
   }
 
-  public async getPerformance(
-    aImpersonationId: string,
-    aDateRange: DateRange = 'max'
-  ): Promise<PortfolioPerformanceResponse> {
-    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
-
-    const { portfolioOrders, transactionPoints } =
-      await this.getTransactionPoints({
-        userId
-      });
-
-    const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.settings.baseCurrency,
-      currentRateService: this.currentRateService,
-      orders: portfolioOrders
-    });
-
-    if (transactionPoints?.length <= 0) {
-      return {
-        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(aDateRange, portfolioStart);
-    const currentPositions = await portfolioCalculator.getCurrentPositions(
-      startDate
-    );
-
-    const hasErrors = currentPositions.hasErrors;
-    const currentValue = currentPositions.currentValue.toNumber();
-    const currentGrossPerformance = currentPositions.grossPerformance;
-    let currentGrossPerformancePercent =
-      currentPositions.grossPerformancePercentage;
-    const 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);
-    }
-
-    return {
-      errors: currentPositions.errors,
-      hasErrors: currentPositions.hasErrors || hasErrors,
-      performance: {
-        currentValue,
-        currentGrossPerformance: currentGrossPerformance.toNumber(),
-        currentGrossPerformancePercent:
-          currentGrossPerformancePercent.toNumber(),
-        currentNetPerformance: currentNetPerformance.toNumber(),
-        currentNetPerformancePercent: currentNetPerformancePercent.toNumber()
-      }
-    };
-  }
-
-  public async getPerformanceV2({
+  public async getPerformance({
     dateRange = 'max',
-    impersonationId
+    impersonationId,
+    userId
   }: {
     dateRange?: DateRange;
     impersonationId: string;
+    userId: string;
   }): Promise<PortfolioPerformanceResponse> {
-    const userId = await this.getUserId(impersonationId, this.request.user.id);
+    userId = await this.getUserId(impersonationId, userId);
+    const user = await this.userService.user({ id: userId });
+    const userCurrency = this.getUserCurrency(user);
 
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
@@ -1028,7 +904,7 @@ export class PortfolioService {
       });
 
     const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.settings.baseCurrency,
+      currency: userCurrency,
       currentRateService: this.currentRateService,
       orders: portfolioOrders
     });
@@ -1036,13 +912,15 @@ export class PortfolioService {
     if (transactionPoints?.length <= 0) {
       return {
         chart: [],
+        firstOrderDate: undefined,
         hasErrors: false,
         performance: {
           currentGrossPerformance: 0,
           currentGrossPerformancePercent: 0,
           currentNetPerformance: 0,
           currentNetPerformancePercent: 0,
-          currentValue: 0
+          currentValue: 0,
+          totalInvestment: 0
         }
       };
     }
@@ -1063,6 +941,7 @@ export class PortfolioService {
     let currentNetPerformance = currentPositions.netPerformance;
     let currentNetPerformancePercent =
       currentPositions.netPerformancePercentage;
+    const totalInvestment = currentPositions.totalInvestment;
 
     // if (currentGrossPerformance.mul(currentGrossPerformancePercent).lt(0)) {
     //   // If algebraic sign is different, harmonize it
@@ -1074,9 +953,11 @@ export class PortfolioService {
     //   currentNetPerformancePercent = currentNetPerformancePercent.mul(-1);
     // }
 
-    const historicalDataContainer = await this.getChartV2({
+    const historicalDataContainer = await this.getChart({
       dateRange,
-      impersonationId
+      impersonationId,
+      userCurrency,
+      userId
     });
 
     const itemOfToday = historicalDataContainer.items.find((item) => {
@@ -1092,14 +973,24 @@ export class PortfolioService {
 
     return {
       chart: historicalDataContainer.items.map(
-        ({ date, netPerformanceInPercentage }) => {
+        ({
+          date,
+          netPerformance,
+          netPerformanceInPercentage,
+          totalInvestment,
+          value
+        }) => {
           return {
             date,
-            value: netPerformanceInPercentage
+            netPerformance,
+            netPerformanceInPercentage,
+            totalInvestment,
+            value
           };
         }
       ),
       errors: currentPositions.errors,
+      firstOrderDate: parseDate(historicalDataContainer.items[0]?.date),
       hasErrors: currentPositions.hasErrors || hasErrors,
       performance: {
         currentValue,
@@ -1107,14 +998,16 @@ export class PortfolioService {
         currentGrossPerformancePercent:
           currentGrossPerformancePercent.toNumber(),
         currentNetPerformance: currentNetPerformance.toNumber(),
-        currentNetPerformancePercent: currentNetPerformancePercent.toNumber()
+        currentNetPerformancePercent: currentNetPerformancePercent.toNumber(),
+        totalInvestment: totalInvestment.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);
+    const user = await this.userService.user({ id: userId });
+    const userCurrency = this.getUserCurrency(user);
 
     const { orders, portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
@@ -1128,7 +1021,7 @@ export class PortfolioService {
     }
 
     const portfolioCalculator = new PortfolioCalculator({
-      currency,
+      currency: userCurrency,
       currentRateService: this.currentRateService,
       orders: portfolioOrders
     });
@@ -1148,7 +1041,7 @@ export class PortfolioService {
       orders,
       portfolioItemsNow,
       userId,
-      userCurrency: currency
+      userCurrency
     });
     return {
       rules: {
@@ -1195,7 +1088,7 @@ export class PortfolioService {
             new FeeRatioInitialInvestment(
               this.exchangeRateDataService,
               currentPositions.totalInvestment.toNumber(),
-              this.getFees(orders).toNumber()
+              this.getFees({ orders, userCurrency }).toNumber()
             )
           ],
           <UserSettings>this.request.user.Settings.settings
@@ -1217,7 +1110,12 @@ export class PortfolioService {
     value: Big;
     userCurrency: string;
   }) {
-    const cashPositions: PortfolioDetails['holdings'] = {};
+    const cashPositions: PortfolioDetails['holdings'] = {
+      [userCurrency]: this.getInitialCashPosition({
+        balance: 0,
+        currency: userCurrency
+      })
+    };
 
     for (const account of cashDetails.accounts) {
       const convertedBalance = this.exchangeRateDataService.toCurrency(
@@ -1234,28 +1132,10 @@ export class PortfolioService {
         cashPositions[account.currency].investment += convertedBalance;
         cashPositions[account.currency].value += convertedBalance;
       } else {
-        cashPositions[account.currency] = {
-          allocationCurrent: 0,
-          allocationInvestment: 0,
-          assetClass: AssetClass.CASH,
-          assetSubClass: AssetClass.CASH,
-          countries: [],
-          currency: account.currency,
-          dataSource: undefined,
-          grossPerformance: 0,
-          grossPerformancePercent: 0,
-          investment: convertedBalance,
-          marketPrice: 0,
-          marketState: 'open',
-          name: account.currency,
-          netPerformance: 0,
-          netPerformancePercent: 0,
-          quantity: 0,
-          sectors: [],
-          symbol: account.currency,
-          transactionCount: 0,
-          value: convertedBalance
-        };
+        cashPositions[account.currency] = this.getInitialCashPosition({
+          balance: convertedBalance,
+          currency: account.currency
+        });
       }
     }
 
@@ -1298,7 +1178,15 @@ export class PortfolioService {
     return cashPositions;
   }
 
-  private getDividend(orders: OrderWithAccount[], date = new Date(0)) {
+  private getDividend({
+    date = new Date(0),
+    orders,
+    userCurrency
+  }: {
+    date?: Date;
+    orders: OrderWithAccount[];
+    userCurrency: string;
+  }) {
     return orders
       .filter((order) => {
         // Filter out all orders before given date and type dividend
@@ -1311,7 +1199,7 @@ export class PortfolioService {
         return this.exchangeRateDataService.toCurrency(
           new Big(order.quantity).mul(order.unitPrice).toNumber(),
           order.SymbolProfile.currency,
-          this.request.user.Settings.settings.baseCurrency
+          userCurrency
         );
       })
       .reduce(
@@ -1320,7 +1208,15 @@ export class PortfolioService {
       );
   }
 
-  private getFees(orders: OrderWithAccount[], date = new Date(0)) {
+  private getFees({
+    date = new Date(0),
+    orders,
+    userCurrency
+  }: {
+    date?: Date;
+    orders: OrderWithAccount[];
+    userCurrency: string;
+  }) {
     return orders
       .filter((order) => {
         // Filter out all orders before given date
@@ -1330,7 +1226,7 @@ export class PortfolioService {
         return this.exchangeRateDataService.toCurrency(
           order.fee,
           order.SymbolProfile.currency,
-          this.request.user.Settings.settings.baseCurrency
+          userCurrency
         );
       })
       .reduce(
@@ -1339,6 +1235,37 @@ export class PortfolioService {
       );
   }
 
+  private getInitialCashPosition({
+    balance,
+    currency
+  }: {
+    balance: number;
+    currency: string;
+  }): PortfolioPosition {
+    return {
+      currency,
+      allocationCurrent: 0,
+      allocationInvestment: 0,
+      assetClass: AssetClass.CASH,
+      assetSubClass: AssetClass.CASH,
+      countries: [],
+      dataSource: undefined,
+      grossPerformance: 0,
+      grossPerformancePercent: 0,
+      investment: balance,
+      marketPrice: 0,
+      marketState: 'open',
+      name: currency,
+      netPerformance: 0,
+      netPerformancePercent: 0,
+      quantity: 0,
+      sectors: [],
+      symbol: currency,
+      transactionCount: 0,
+      value: balance
+    };
+  }
+
   private getItems(orders: OrderWithAccount[], date = new Date(0)) {
     return orders
       .filter((order) => {
@@ -1379,14 +1306,22 @@ 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);
+  private async getSummary({
+    impersonationId,
+    userCurrency,
+    userId
+  }: {
+    impersonationId: string;
+    userCurrency: string;
+    userId: string;
+  }): Promise<PortfolioSummary> {
+    userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
 
-    const performanceInformation = await this.getPerformance(aImpersonationId);
+    const performanceInformation = await this.getPerformance({
+      impersonationId,
+      userId
+    });
 
     const { balanceInBaseCurrency } = await this.accountService.getCashDetails({
       userId,
@@ -1407,11 +1342,11 @@ export class PortfolioService {
       return account?.isExcluded ?? false;
     });
 
-    const dividend = this.getDividend(orders).toNumber();
+    const dividend = this.getDividend({ orders, userCurrency }).toNumber();
     const emergencyFund = new Big(
       (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
     );
-    const fees = this.getFees(orders).toNumber();
+    const fees = this.getFees({ orders, userCurrency }).toNumber();
     const firstOrderDate = orders[0]?.date;
     const items = this.getItems(orders).toNumber();
 
@@ -1679,4 +1614,12 @@ export class PortfolioService {
       })
       .reduce((previous, current) => previous + current, 0);
   }
+
+  private getUserCurrency(aUser: UserWithSettings) {
+    return (
+      aUser.Settings?.settings.baseCurrency ??
+      this.request.user?.Settings?.settings.baseCurrency ??
+      this.baseCurrency
+    );
+  }
 }

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

@@ -1,4 +1,8 @@
-import type { DateRange, ViewMode } from '@ghostfolio/common/types';
+import type {
+  ColorScheme,
+  DateRange,
+  ViewMode
+} from '@ghostfolio/common/types';
 import {
   IsBoolean,
   IsIn,
@@ -16,6 +20,10 @@ export class UpdateUserSettingDto {
   @IsOptional()
   benchmark?: string;
 
+  @IsIn(<ColorScheme[]>['DARK', 'LIGHT'])
+  @IsOptional()
+  colorScheme?: ColorScheme;
+
   @IsIn(<DateRange[]>['1d', '1y', '5y', 'max', 'ytd'])
   @IsOptional()
   dateRange?: DateRange;

apps/api/src/services/api/api.module.ts

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

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

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

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

@@ -12,7 +12,10 @@ export class ConfigurationService {
     this.environmentConfiguration = cleanEnv(process.env, {
       ACCESS_TOKEN_SALT: str(),
       ALPHA_VANTAGE_API_KEY: str({ default: '' }),
-      BASE_CURRENCY: str({ default: 'USD' }),
+      BASE_CURRENCY: str({
+        choices: ['AUD', 'CAD', 'CNY', 'EUR', 'GBP', 'JPY', 'RUB', 'USD'],
+        default: 'USD'
+      }),
       CACHE_TTL: num({ default: 1 }),
       DATA_SOURCE_PRIMARY: str({ default: DataSource.YAHOO }),
       DATA_SOURCES: json({
@@ -38,7 +41,7 @@ export class ConfigurationService {
       MAX_ACTIVITIES_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
       MAX_ITEM_IN_CACHE: num({ default: 9999 }),
       PORT: port({ default: 3333 }),
-      RAKUTEN_RAPID_API_KEY: str({ default: '' }),
+      RAPID_API_API_KEY: str({ default: '' }),
       REDIS_HOST: host({ default: 'localhost' }),
       REDIS_PASSWORD: str({ default: '' }),
       REDIS_PORT: port({ default: 6379 }),

apps/api/src/services/data-gathering.service.ts

@@ -280,7 +280,7 @@ export class DataGatheringService {
         return (
           dataSource !== DataSource.GHOSTFOLIO &&
           dataSource !== DataSource.MANUAL &&
-          dataSource !== DataSource.RAKUTEN
+          dataSource !== DataSource.RAPID_API
         );
       })
       .map(({ dataSource, symbol }) => {

apps/api/src/services/data-provider/data-provider.module.ts

@@ -5,7 +5,7 @@ import { EodHistoricalDataService } from '@ghostfolio/api/services/data-provider
 import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
 import { GoogleSheetsService } from '@ghostfolio/api/services/data-provider/google-sheets/google-sheets.service';
 import { ManualService } from '@ghostfolio/api/services/data-provider/manual/manual.service';
-import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
+import { RapidApiService } from '@ghostfolio/api/services/data-provider/rapid-api/rapid-api.service';
 import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
@@ -27,7 +27,7 @@ import { DataProviderService } from './data-provider.service';
     GhostfolioScraperApiService,
     GoogleSheetsService,
     ManualService,
-    RakutenRapidApiService,
+    RapidApiService,
     YahooFinanceService,
     {
       inject: [
@@ -36,7 +36,7 @@ import { DataProviderService } from './data-provider.service';
         GhostfolioScraperApiService,
         GoogleSheetsService,
         ManualService,
-        RakutenRapidApiService,
+        RapidApiService,
         YahooFinanceService
       ],
       provide: 'DataProviderInterfaces',
@@ -46,7 +46,7 @@ import { DataProviderService } from './data-provider.service';
         ghostfolioScraperApiService,
         googleSheetsService,
         manualService,
-        rakutenRapidApiService,
+        rapidApiService,
         yahooFinanceService
       ) => [
         alphaVantageService,
@@ -54,7 +54,7 @@ import { DataProviderService } from './data-provider.service';
         ghostfolioScraperApiService,
         googleSheetsService,
         manualService,
-        rakutenRapidApiService,
+        rapidApiService,
         yahooFinanceService
       ]
     }

apps/api/src/services/data-provider/rakuten-rapid-api/interfaces/interfaces.ts

@@ -1 +0,0 @@
-export interface IRakutenRapidApiResponse {}

apps/api/src/services/data-provider/rapid-api/interfaces/interfaces.ts

@@ -0,0 +1 @@
+export interface IRapidApiResponse {}

apps/api/src/services/data-provider/rapid-api/rapid-api.service.ts

@@ -15,14 +15,14 @@ import bent from 'bent';
 import { format, subMonths, subWeeks, subYears } from 'date-fns';
 
 @Injectable()
-export class RakutenRapidApiService implements DataProviderInterface {
+export class RapidApiService implements DataProviderInterface {
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly prismaService: PrismaService
   ) {}
 
   public canHandle(symbol: string) {
-    return !!this.configurationService.get('RAKUTEN_RAPID_API_KEY');
+    return !!this.configurationService.get('RAPID_API_API_KEY');
   }
 
   public async getAssetProfile(
@@ -103,7 +103,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
   }
 
   public getName(): DataSource {
-    return DataSource.RAKUTEN;
+    return DataSource.RAPID_API;
   }
 
   public async getQuotes(
@@ -129,7 +129,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
         };
       }
     } catch (error) {
-      Logger.error(error, 'RakutenRapidApiService');
+      Logger.error(error, 'RapidApiService');
     }
 
     return {};
@@ -155,16 +155,14 @@ export class RakutenRapidApiService implements DataProviderInterface {
         {
           useQueryString: true,
           'x-rapidapi-host': 'fear-and-greed-index.p.rapidapi.com',
-          'x-rapidapi-key': this.configurationService.get(
-            'RAKUTEN_RAPID_API_KEY'
-          )
+          'x-rapidapi-key': this.configurationService.get('RAPID_API_API_KEY')
         }
       );
 
       const { fgi } = await get();
       return fgi;
     } catch (error) {
-      Logger.error(error, 'RakutenRapidApiService');
+      Logger.error(error, 'RapidApiService');
 
       return undefined;
     }

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

@@ -58,8 +58,15 @@ export class YahooFinanceService implements DataProviderInterface {
    *                  DOGEUSD -> DOGE-USD
    */
   public convertToYahooFinanceSymbol(aSymbol: string) {
-    if (aSymbol.includes(this.baseCurrency) && aSymbol.length >= 6) {
-      if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
+    if (
+      aSymbol.includes(this.baseCurrency) &&
+      aSymbol.length > this.baseCurrency.length
+    ) {
+      if (
+        isCurrency(
+          aSymbol.substring(0, aSymbol.length - this.baseCurrency.length)
+        )
+      ) {
         return `${aSymbol}=X`;
       } else if (
         this.cryptocurrencyService.isCryptocurrency(

apps/api/src/services/interfaces/environment.interface.ts

@@ -26,7 +26,7 @@ export interface Environment extends CleanedEnvAccessors {
   MAX_ACTIVITIES_TO_IMPORT: number;
   MAX_ITEM_IN_CACHE: number;
   PORT: number;
-  RAKUTEN_RAPID_API_KEY: string;
+  RAPID_API_API_KEY: string;
   REDIS_HOST: string;
   REDIS_PASSWORD: string;
   REDIS_PORT: number;

apps/api/src/services/property/property.dto.ts

@@ -1,6 +1,7 @@
-import { IsString } from 'class-validator';
+import { IsOptional, IsString } from 'class-validator';
 
 export class PropertyDto {
+  @IsOptional()
   @IsString()
   value: string;
 }

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

@@ -53,13 +53,15 @@ export class TwitterBotService {
           symbolItem.marketPrice
         );
 
-        let status = `Current Market Mood: ${emoji} ${text} (${symbolItem.marketPrice}/100)`;
+        let status = `Current market mood is ${emoji} ${text.toLowerCase()} (${
+          symbolItem.marketPrice
+        }/100)`;
 
         const benchmarkListing = await this.getBenchmarkListing(3);
 
         if (benchmarkListing?.length > 1) {
           status += '\n\n';
-          status += '±% from ATH\n';
+          status += '± from ATH in %\n';
           status += benchmarkListing;
         }
 

apps/client-e2e/project.json

@@ -0,0 +1,22 @@
+{
+  "$schema": "../../node_modules/nx/schemas/project-schema.json",
+  "sourceRoot": "apps/client-e2e/src",
+  "projectType": "application",
+  "targets": {
+    "e2e": {
+      "executor": "@nrwl/cypress:cypress",
+      "options": {
+        "cypressConfig": "apps/client-e2e/cypress.json",
+        "tsConfig": "apps/client-e2e/tsconfig.e2e.json",
+        "devServerTarget": "client:serve"
+      },
+      "configurations": {
+        "production": {
+          "devServerTarget": "client:serve:production"
+        }
+      }
+    }
+  },
+  "tags": [],
+  "implicitDependencies": ["client"]
+}

apps/client/project.json

@@ -0,0 +1,201 @@
+{
+  "$schema": "../../node_modules/nx/schemas/project-schema.json",
+  "projectType": "application",
+  "generators": {
+    "@schematics/angular:component": {
+      "style": "scss"
+    }
+  },
+  "sourceRoot": "apps/client/src",
+  "prefix": "gf",
+  "targets": {
+    "build": {
+      "executor": "@angular-devkit/build-angular:browser",
+      "options": {
+        "outputPath": "dist/apps/client",
+        "index": "apps/client/src/index.html",
+        "main": "apps/client/src/main.ts",
+        "polyfills": "apps/client/src/polyfills.ts",
+        "tsConfig": "apps/client/tsconfig.app.json",
+        "assets": [
+          {
+            "glob": "assetlinks.json",
+            "input": "apps/client/src/assets",
+            "output": "./../.well-known"
+          },
+          {
+            "glob": "CHANGELOG.md",
+            "input": "",
+            "output": "./../assets"
+          },
+          {
+            "glob": "LICENSE",
+            "input": "",
+            "output": "./../assets"
+          },
+          {
+            "glob": "robots.txt",
+            "input": "apps/client/src/assets",
+            "output": "./../"
+          },
+          {
+            "glob": "sitemap.xml",
+            "input": "apps/client/src/assets",
+            "output": "./../"
+          },
+          {
+            "glob": "**/*",
+            "input": "node_modules/ionicons/dist/ionicons",
+            "output": "./../ionicons"
+          },
+          {
+            "glob": "**/*.js",
+            "input": "node_modules/ionicons/dist/",
+            "output": "./../"
+          },
+          {
+            "glob": "**/*",
+            "input": "apps/client/src/assets",
+            "output": "./../assets/"
+          }
+        ],
+        "styles": ["apps/client/src/styles.scss"],
+        "scripts": ["node_modules/marked/marked.min.js"],
+        "vendorChunk": true,
+        "extractLicenses": false,
+        "buildOptimizer": false,
+        "sourceMap": true,
+        "optimization": false,
+        "namedChunks": true
+      },
+      "configurations": {
+        "development-de": {
+          "baseHref": "/de/",
+          "localize": ["de"]
+        },
+        "development-en": {
+          "baseHref": "/en/",
+          "localize": ["en"]
+        },
+        "development-es": {
+          "baseHref": "/es/",
+          "localize": ["es"]
+        },
+        "development-it": {
+          "baseHref": "/it/",
+          "localize": ["it"]
+        },
+        "development-nl": {
+          "baseHref": "/nl/",
+          "localize": ["nl"]
+        },
+        "production": {
+          "fileReplacements": [
+            {
+              "replace": "apps/client/src/environments/environment.ts",
+              "with": "apps/client/src/environments/environment.prod.ts"
+            }
+          ],
+          "optimization": true,
+          "outputHashing": "all",
+          "sourceMap": false,
+          "namedChunks": false,
+          "extractLicenses": true,
+          "vendorChunk": false,
+          "buildOptimizer": true,
+          "budgets": [
+            {
+              "type": "initial",
+              "maximumWarning": "2mb",
+              "maximumError": "5mb"
+            },
+            {
+              "type": "anyComponentStyle",
+              "maximumWarning": "6kb",
+              "maximumError": "10kb"
+            }
+          ]
+        }
+      },
+      "outputs": ["{options.outputPath}"],
+      "defaultConfiguration": ""
+    },
+    "serve": {
+      "executor": "@angular-devkit/build-angular:dev-server",
+      "options": {
+        "browserTarget": "client:build",
+        "proxyConfig": "apps/client/proxy.conf.json"
+      },
+      "configurations": {
+        "development-de": {
+          "browserTarget": "client:build:development-de"
+        },
+        "development-en": {
+          "browserTarget": "client:build:development-en"
+        },
+        "development-es": {
+          "browserTarget": "client:build:development-es"
+        },
+        "development-it": {
+          "browserTarget": "client:build:development-it"
+        },
+        "development-nl": {
+          "browserTarget": "client:build:development-nl"
+        },
+        "production": {
+          "browserTarget": "client:build:production"
+        }
+      }
+    },
+    "extract-i18n": {
+      "executor": "ng-extract-i18n-merge:ng-extract-i18n-merge",
+      "options": {
+        "browserTarget": "client:build",
+        "includeContext": true,
+        "outputPath": "src/locales",
+        "targetFiles": [
+          "messages.de.xlf",
+          "messages.es.xlf",
+          "messages.it.xlf",
+          "messages.nl.xlf"
+        ]
+      }
+    },
+    "lint": {
+      "executor": "@nrwl/linter:eslint",
+      "options": {
+        "lintFilePatterns": ["apps/client/**/*.ts"]
+      }
+    },
+    "test": {
+      "executor": "@nrwl/jest:jest",
+      "options": {
+        "jestConfig": "apps/client/jest.config.ts",
+        "passWithNoTests": true
+      },
+      "outputs": ["{workspaceRoot}/coverage/apps/client"]
+    }
+  },
+  "i18n": {
+    "locales": {
+      "de": {
+        "baseHref": "/de/",
+        "translation": "apps/client/src/locales/messages.de.xlf"
+      },
+      "es": {
+        "baseHref": "/es/",
+        "translation": "apps/client/src/locales/messages.es.xlf"
+      },
+      "it": {
+        "baseHref": "/it/",
+        "translation": "apps/client/src/locales/messages.it.xlf"
+      },
+      "nl": {
+        "baseHref": "/nl/",
+        "translation": "apps/client/src/locales/messages.nl.xlf"
+      }
+    },
+    "sourceLocale": "en"
+  },
+  "tags": []
+}

apps/client/src/app/app-routing.module.ts

@@ -145,48 +145,6 @@ const routes: Routes = [
         (m) => m.PortfolioPageModule
       )
   },
-  {
-    path: 'portfolio/activities',
-    loadChildren: () =>
-      import('./pages/portfolio/transactions/transactions-page.module').then(
-        (m) => m.TransactionsPageModule
-      )
-  },
-  {
-    path: 'portfolio/allocations',
-    loadChildren: () =>
-      import('./pages/portfolio/allocations/allocations-page.module').then(
-        (m) => m.AllocationsPageModule
-      )
-  },
-  {
-    path: 'portfolio/analysis',
-    loadChildren: () =>
-      import('./pages/portfolio/analysis/analysis-page.module').then(
-        (m) => m.AnalysisPageModule
-      )
-  },
-  {
-    path: 'portfolio/fire',
-    loadChildren: () =>
-      import('./pages/portfolio/fire/fire-page.module').then(
-        (m) => m.FirePageModule
-      )
-  },
-  {
-    path: 'portfolio/holdings',
-    loadChildren: () =>
-      import('./pages/portfolio/holdings/holdings-page.module').then(
-        (m) => m.HoldingsPageModule
-      )
-  },
-  {
-    path: 'portfolio/report',
-    loadChildren: () =>
-      import('./pages/portfolio/report/report-page.module').then(
-        (m) => m.ReportPageModule
-      )
-  },
   {
     path: 'pricing',
     loadChildren: () =>

apps/client/src/app/app.component.ts

@@ -13,6 +13,7 @@ import {
 } from '@ghostfolio/common/config';
 import { InfoItem, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { ColorScheme } from '@ghostfolio/common/types';
 import { MaterialCssVarsService } from 'angular-material-css-vars';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
@@ -77,6 +78,8 @@ export class AppComponent implements OnDestroy, OnInit {
           permissions.createUserAccount
         );
 
+        this.initializeTheme(this.user?.settings.colorScheme);
+
         this.changeDetectorRef.markForCheck();
       });
   }
@@ -97,13 +100,17 @@ export class AppComponent implements OnDestroy, OnInit {
     this.unsubscribeSubject.complete();
   }
 
-  private initializeTheme() {
-    this.materialCssVarsService.setDarkTheme(
-      window.matchMedia('(prefers-color-scheme: dark)').matches
-    );
+  private initializeTheme(userPreferredColorScheme?: ColorScheme) {
+    const isDarkTheme = userPreferredColorScheme
+      ? userPreferredColorScheme === 'DARK'
+      : window.matchMedia('(prefers-color-scheme: dark)').matches;
+
+    this.materialCssVarsService.setDarkTheme(isDarkTheme);
 
     window.matchMedia('(prefers-color-scheme: dark)').addListener((event) => {
-      this.materialCssVarsService.setDarkTheme(event.matches);
+      if (!this.user?.settings.colorScheme) {
+        this.materialCssVarsService.setDarkTheme(event.matches);
+      }
     });
 
     this.materialCssVarsService.setPrimaryColor(primaryColorHex);

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

@@ -4,7 +4,7 @@
       <form class="align-items-center d-flex" [formGroup]="filterForm">
         <mat-form-field
           appearance="outline"
-          class="compact-with-outline flex-grow-1 mr-2 without-hint"
+          class="compact-with-outline without-hint w-100"
         >
           <mat-select formControlName="status">
             <mat-option></mat-option>
@@ -15,14 +15,6 @@
             >
           </mat-select>
         </mat-form-field>
-        <button
-          class="mt-1"
-          color="warn"
-          mat-flat-button
-          (click)="onDeleteJobs()"
-        >
-          <span i18n>Delete Jobs</span>
-        </button>
       </form>
       <table class="gf-table w-100">
         <thead>
@@ -35,7 +27,21 @@
             <th class="mat-header-cell px-1 py-2" i18n>Created</th>
             <th class="mat-header-cell px-1 py-2" i18n>Finished</th>
             <th class="mat-header-cell px-1 py-2" i18n>Status</th>
-            <th class="mat-header-cell px-1 py-2"></th>
+            <th class="mat-header-cell px-1 py-2">
+              <button
+                class="mx-1 no-min-width px-2"
+                mat-button
+                [matMenuTriggerFor]="jobsActionsMenu"
+                (click)="$event.stopPropagation()"
+              >
+                <ion-icon name="ellipsis-vertical"></ion-icon>
+              </button>
+              <mat-menu #jobsActionsMenu="matMenu" xPosition="before">
+                <button mat-menu-item (click)="onDeleteJobs()">
+                  <ng-container i18n>Delete Jobs</ng-container>
+                </button>
+              </mat-menu>
+            </th>
           </tr>
         </thead>
         <tbody>
@@ -102,12 +108,12 @@
                 <button
                   class="mx-1 no-min-width px-2"
                   mat-button
-                  [matMenuTriggerFor]="accountMenu"
+                  [matMenuTriggerFor]="jobActionsMenu"
                   (click)="$event.stopPropagation()"
                 >
                   <ion-icon name="ellipsis-vertical"></ion-icon>
                 </button>
-                <mat-menu #accountMenu="matMenu" xPosition="before">
+                <mat-menu #jobActionsMenu="matMenu" xPosition="before">
                   <button mat-menu-item (click)="onViewData(job.data)">
                     <ng-container i18n>View Data</ng-container>
                   </button>

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

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

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

@@ -150,6 +150,35 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
       .subscribe(() => {});
   }
 
+  public onGather7Days() {
+    this.adminService
+      .gather7Days()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        setTimeout(() => {
+          window.location.reload();
+        }, 300);
+      });
+  }
+
+  public onGatherMax() {
+    this.adminService
+      .gatherMax()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        setTimeout(() => {
+          window.location.reload();
+        }, 300);
+      });
+  }
+
+  public onGatherProfileData() {
+    this.adminService
+      .gatherProfileData()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {});
+  }
+
   public onGatherProfileDataBySymbol({ dataSource, symbol }: UniqueAsset) {
     this.adminService
       .gatherProfileDataBySymbol({ dataSource, symbol })

apps/client/src/app/components/admin-market-data/admin-market-data.html

@@ -13,10 +13,10 @@
     <div class="col">
       <table
         class="gf-table w-100"
+        mat-table
         matSort
         matSortActive="symbol"
         matSortDirection="asc"
-        mat-table
         [dataSource]="dataSource"
       >
         <ng-container matColumnDef="symbol">
@@ -101,17 +101,37 @@
         </ng-container>
 
         <ng-container matColumnDef="actions">
-          <th *matHeaderCellDef class="px-1 text-center" mat-header-cell></th>
-          <td *matCellDef="let element" class="px-1 text-center" mat-cell>
+          <th *matHeaderCellDef class="px-1 text-center" mat-header-cell>
             <button
               class="mx-1 no-min-width px-2"
               mat-button
-              [matMenuTriggerFor]="accountMenu"
+              [matMenuTriggerFor]="assetProfilesActionsMenu"
               (click)="$event.stopPropagation()"
             >
               <ion-icon name="ellipsis-vertical"></ion-icon>
             </button>
-            <mat-menu #accountMenu="matMenu" xPosition="before">
+            <mat-menu #assetProfilesActionsMenu="matMenu" xPosition="before">
+              <button mat-menu-item (click)="onGather7Days()">
+                <ng-container i18n>Gather Recent Data</ng-container>
+              </button>
+              <button mat-menu-item (click)="onGatherMax()">
+                <ng-container i18n>Gather All Data</ng-container>
+              </button>
+              <button mat-menu-item (click)="onGatherProfileData()">
+                <ng-container i18n>Gather Profile Data</ng-container>
+              </button>
+            </mat-menu>
+          </th>
+          <td *matCellDef="let element" class="px-1 text-center" mat-cell>
+            <button
+              class="mx-1 no-min-width px-2"
+              mat-button
+              [matMenuTriggerFor]="assetProfileActionsMenu"
+              (click)="$event.stopPropagation()"
+            >
+              <ion-icon name="ellipsis-vertical"></ion-icon>
+            </button>
+            <mat-menu #assetProfileActionsMenu="matMenu" xPosition="before">
               <button
                 mat-menu-item
                 (click)="onGatherSymbol({dataSource: element.dataSource, symbol: element.symbol})"

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

@@ -1,6 +1,5 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { MatSlideToggleChange } from '@angular/material/slide-toggle';
-import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { CacheService } from '@ghostfolio/client/services/cache.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
@@ -43,7 +42,6 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
-    private adminService: AdminService,
     private cacheService: CacheService,
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
@@ -99,7 +97,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
       ...this.coupons,
       { code: this.generateCouponCode(16), duration: this.couponDuration }
     ];
-    this.putCoupons(coupons);
+    this.putAdminSetting({ key: PROPERTY_COUPONS, value: coupons });
   }
 
   public onAddCurrency() {
@@ -107,7 +105,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
 
     if (currency) {
       const currencies = uniq([...this.customCurrencies, currency]);
-      this.putCurrencies(currencies);
+      this.putAdminSetting({ key: PROPERTY_CURRENCIES, value: currencies });
     }
   }
 
@@ -124,7 +122,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
       const coupons = this.coupons.filter((coupon) => {
         return coupon.code !== aCouponCode;
       });
-      this.putCoupons(coupons);
+      this.putAdminSetting({ key: PROPERTY_COUPONS, value: coupons });
     }
   }
 
@@ -137,12 +135,12 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
       const currencies = this.customCurrencies.filter((currency) => {
         return currency !== aCurrency;
       });
-      this.putCurrencies(currencies);
+      this.putAdminSetting({ key: PROPERTY_CURRENCIES, value: currencies });
     }
   }
 
   public onDeleteSystemMessage() {
-    this.putSystemMessage('');
+    this.putAdminSetting({ key: PROPERTY_SYSTEM_MESSAGE, value: undefined });
   }
 
   public onFlushCache() {
@@ -162,44 +160,21 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
     }
   }
 
-  public onGather7Days() {
-    this.adminService
-      .gather7Days()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        setTimeout(() => {
-          window.location.reload();
-        }, 300);
-      });
-  }
-
-  public onGatherMax() {
-    this.adminService
-      .gatherMax()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        setTimeout(() => {
-          window.location.reload();
-        }, 300);
-      });
-  }
-
-  public onGatherProfileData() {
-    this.adminService
-      .gatherProfileData()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {});
-  }
-
   public onReadOnlyModeChange(aEvent: MatSlideToggleChange) {
-    this.setReadOnlyMode(aEvent.checked);
+    this.putAdminSetting({
+      key: PROPERTY_IS_READ_ONLY_MODE,
+      value: aEvent.checked ? true : undefined
+    });
   }
 
   public onSetSystemMessage() {
     const systemMessage = prompt($localize`Please set your system message:`);
 
     if (systemMessage) {
-      this.putSystemMessage(systemMessage);
+      this.putAdminSetting({
+        key: PROPERTY_SYSTEM_MESSAGE,
+        value: systemMessage
+      });
     }
   }
 
@@ -236,49 +211,10 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
     return couponCode;
   }
 
-  private putCoupons(aCoupons: Coupon[]) {
+  private putAdminSetting({ key, value }: { key: string; value: any }) {
     this.dataService
-      .putAdminSetting(PROPERTY_COUPONS, {
-        value: JSON.stringify(aCoupons)
-      })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        setTimeout(() => {
-          window.location.reload();
-        }, 300);
-      });
-  }
-
-  private putCurrencies(aCurrencies: string[]) {
-    this.dataService
-      .putAdminSetting(PROPERTY_CURRENCIES, {
-        value: JSON.stringify(aCurrencies)
-      })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        setTimeout(() => {
-          window.location.reload();
-        }, 300);
-      });
-  }
-
-  private putSystemMessage(aSystemMessage: string) {
-    this.dataService
-      .putAdminSetting(PROPERTY_SYSTEM_MESSAGE, {
-        value: aSystemMessage
-      })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        setTimeout(() => {
-          window.location.reload();
-        }, 300);
-      });
-  }
-
-  private setReadOnlyMode(aValue: boolean) {
-    this.dataService
-      .putAdminSetting(PROPERTY_IS_READ_ONLY_MODE, {
-        value: aValue ? 'true' : ''
+      .putAdminSetting(key, {
+        value: value ? JSON.stringify(value) : undefined
       })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {

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

@@ -27,53 +27,6 @@
               </div>
             </div>
           </div>
-          <div class="d-flex my-3">
-            <div class="w-50" i18n>Data Management</div>
-            <div class="w-50">
-              <div class="overflow-hidden">
-                <div class="mb-2">
-                  <button
-                    color="accent"
-                    mat-flat-button
-                    (click)="onGather7Days()"
-                  >
-                    <ion-icon
-                      class="mr-1"
-                      name="cloud-download-outline"
-                    ></ion-icon>
-                    <span i18n>Gather Recent Data</span>
-                  </button>
-                </div>
-                <div class="mb-2">
-                  <button
-                    color="accent"
-                    mat-flat-button
-                    (click)="onGatherMax()"
-                  >
-                    <ion-icon
-                      class="mr-1"
-                      name="cloud-download-outline"
-                    ></ion-icon>
-                    <span i18n>Gather All Data</span>
-                  </button>
-                </div>
-                <div>
-                  <button
-                    class="mb-2 mr-2"
-                    color="accent"
-                    mat-flat-button
-                    (click)="onGatherProfileData()"
-                  >
-                    <ion-icon
-                      class="mr-1"
-                      name="cloud-download-outline"
-                    ></ion-icon>
-                    <span i18n>Gather Profile Data</span>
-                  </button>
-                </div>
-              </div>
-            </div>
-          </div>
           <div class="align-items-start d-flex my-3">
             <div class="w-50" i18n>Exchange Rates</div>
             <div class="w-50">
@@ -119,10 +72,20 @@
               </div>
             </div>
           </div>
+          <div class="align-items-start d-flex my-3">
+            <div class="w-50" i18n>Benchmarks</div>
+            <div class="w-50">
+              <table>
+                <tr *ngFor="let benchmark of info?.benchmarks">
+                  <td class="pl-1">{{ benchmark.symbol }}</td>
+                </tr>
+              </table>
+            </div>
+          </div>
           <div *ngIf="hasPermissionForSystemMessage" class="d-flex my-3">
             <div class="w-50" i18n>System Message</div>
             <div class="w-50">
-              <div *ngIf="info.systemMessage">
+              <div *ngIf="info?.systemMessage">
                 <span>{{ info.systemMessage }}</span>
                 <button
                   class="mini-icon mx-1 no-min-width px-2"
@@ -133,7 +96,7 @@
                 </button>
               </div>
               <button
-                *ngIf="!info.systemMessage"
+                *ngIf="!info?.systemMessage"
                 color="accent"
                 mat-flat-button
                 (click)="onSetSystemMessage()"

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

@@ -43,23 +43,23 @@
               <td class="mat-cell px-1 py-2 text-right">
                 {{ formatDistanceToNow(userItem.createdAt) }}
               </td>
-              <td class="mat-cell px-1 py-2">
+              <td class="mat-cell px-1 py-2 text-right">
                 <gf-value
-                  class="justify-content-end"
+                  class="d-inline-block justify-content-end"
                   [locale]="user?.settings?.locale"
                   [value]="userItem.accountCount"
                 ></gf-value>
               </td>
-              <td class="mat-cell px-1 py-2">
+              <td class="mat-cell px-1 py-2 text-right">
                 <gf-value
-                  class="justify-content-end"
+                  class="d-inline-block justify-content-end"
                   [locale]="user?.settings?.locale"
                   [value]="userItem.transactionCount"
                 ></gf-value>
               </td>
-              <td class="mat-cell px-1 py-2">
+              <td class="mat-cell px-1 py-2 text-right">
                 <gf-value
-                  class="justify-content-end"
+                  class="d-inline-block justify-content-end"
                   [locale]="user?.settings?.locale"
                   [precision]="0"
                   [value]="userItem.engagement"

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

@@ -1,8 +1,7 @@
-<div class="row">
+<div class="mb-2 row">
   <div class="col-md-6 col-xs-12 d-flex">
     <div class="align-items-center d-flex flex-grow-1 h5 mb-0 text-truncate">
-      <span i18n>Benchmarks</span>
-      <sup i18n>Beta</sup>
+      <span i18n>Performance</span>
       <gf-premium-indicator
         *ngIf="user?.subscription?.type === 'Basic'"
         class="ml-1"
@@ -14,13 +13,16 @@
       appearance="outline"
       class="w-100 without-hint"
       color="accent"
+      [hidden]="benchmarks?.length === 0"
     >
       <mat-label i18n>Compare with...</mat-label>
       <mat-select
         name="benchmark"
+        [disabled]="user?.subscription?.type === 'Basic'"
         [value]="benchmark"
         (selectionChange)="onChangeBenchmark($event.value)"
       >
+        <mat-option [value]="null"></mat-option>
         <mat-option
           *ngFor="let symbolProfile of benchmarks"
           [value]="symbolProfile.id"
@@ -30,14 +32,6 @@
     </mat-form-field>
   </div>
 </div>
-<div *ngIf="user.settings.viewMode !== 'ZEN'" class="my-2 text-center">
-  <gf-toggle
-    [defaultValue]="user?.settings?.dateRange"
-    [isLoading]="isLoading"
-    [options]="dateRangeOptions"
-    (change)="onChangeDateRange($event.value)"
-  ></gf-toggle>
-</div>
 <div class="chart-container">
   <ngx-skeleton-loader
     *ngIf="isLoading"

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

@@ -10,7 +10,6 @@ import {
   Output,
   ViewChild
 } from '@angular/core';
-import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component';
 import {
   getTooltipOptions,
   getTooltipPositionerMapTop,
@@ -24,7 +23,8 @@ import {
   parseDate
 } from '@ghostfolio/common/helper';
 import { LineChartItem, User } from '@ghostfolio/common/interfaces';
-import { DateRange } from '@ghostfolio/common/types';
+import { ColorScheme } from '@ghostfolio/common/types';
+import { SymbolProfile } from '@prisma/client';
 import {
   Chart,
   LineController,
@@ -35,7 +35,6 @@ import {
   Tooltip
 } from 'chart.js';
 import annotationPlugin from 'chartjs-plugin-annotation';
-import { SymbolProfile } from '@prisma/client';
 
 @Component({
   selector: 'gf-benchmark-comparator',
@@ -47,6 +46,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
   @Input() benchmarkDataItems: LineChartItem[] = [];
   @Input() benchmark: string;
   @Input() benchmarks: Partial<SymbolProfile>[];
+  @Input() colorScheme: ColorScheme;
   @Input() daysInMarket: number;
   @Input() isLoading: boolean;
   @Input() locale: string;
@@ -54,12 +54,10 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
   @Input() user: User;
 
   @Output() benchmarkChanged = new EventEmitter<string>();
-  @Output() dateRangeChanged = new EventEmitter<DateRange>();
 
   @ViewChild('chartCanvas') chartCanvas;
 
   public chart: Chart<any>;
-  public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
 
   public constructor() {
     Chart.register(
@@ -86,10 +84,6 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
     this.benchmarkChanged.next(symbolProfileId);
   }
 
-  public onChangeDateRange(dateRange: DateRange) {
-    this.dateRangeChanged.next(dateRange);
-  }
-
   public ngOnDestroy() {
     this.chart?.destroy();
   }
@@ -135,7 +129,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
                 tension: 0
               },
               point: {
-                hoverBackgroundColor: getBackgroundColor(),
+                hoverBackgroundColor: getBackgroundColor(this.colorScheme),
                 hoverRadius: 2,
                 radius: 0
               }
@@ -146,7 +140,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
               annotation: {
                 annotations: {
                   yAxis: {
-                    borderColor: `rgba(${getTextColor()}, 0.1)`,
+                    borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
                     borderWidth: 1,
                     scaleID: 'y',
                     type: 'line',
@@ -159,7 +153,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
               },
               tooltip: this.getTooltipPluginConfiguration(),
               verticalHoverLine: {
-                color: `rgba(${getTextColor()}, 0.1)`
+                color: `rgba(${getTextColor(this.colorScheme)}, 0.1)`
               }
             },
             responsive: true,
@@ -167,9 +161,9 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
               x: {
                 display: true,
                 grid: {
-                  borderColor: `rgba(${getTextColor()}, 0.1)`,
+                  borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
                   borderWidth: 1,
-                  color: `rgba(${getTextColor()}, 0.8)`,
+                  color: `rgba(${getTextColor(this.colorScheme)}, 0.8)`,
                   display: false
                 },
                 type: 'time',
@@ -181,8 +175,8 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
               y: {
                 display: true,
                 grid: {
-                  borderColor: `rgba(${getTextColor()}, 0.1)`,
-                  color: `rgba(${getTextColor()}, 0.8)`,
+                  borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
+                  color: `rgba(${getTextColor(this.colorScheme)}, 0.8)`,
                   display: false,
                   drawBorder: false
                 },
@@ -198,7 +192,9 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
               }
             }
           },
-          plugins: [getVerticalHoverLinePlugin(this.chartCanvas)],
+          plugins: [
+            getVerticalHoverLinePlugin(this.chartCanvas, this.colorScheme)
+          ],
           type: 'line'
         });
       }
@@ -208,6 +204,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
   private getTooltipPluginConfiguration() {
     return {
       ...getTooltipOptions({
+        colorScheme: this.colorScheme,
         locale: this.locale,
         unit: '%'
       }),

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

@@ -2,7 +2,7 @@ import { CommonModule } from '@angular/common';
 import { NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatSelectModule } from '@angular/material/select';
-import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
+import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
 import { BenchmarkComparatorComponent } from './benchmark-comparator.component';
@@ -13,7 +13,7 @@ import { BenchmarkComparatorComponent } from './benchmark-comparator.component';
   imports: [
     CommonModule,
     FormsModule,
-    GfToggleModule,
+    GfPremiumIndicatorModule,
     MatSelectModule,
     NgxSkeletonLoaderModule,
     ReactiveFormsModule

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

@@ -127,6 +127,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
             dataSource,
             symbol,
             baseCurrency: this.user?.settings?.baseCurrency,
+            colorScheme: this.user?.settings?.colorScheme,
             deviceType: this.deviceType,
             hasImpersonationId: this.hasImpersonationId,
             hasPermissionToReportDataGlitch: hasPermission(

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

@@ -24,7 +24,7 @@ export class HomeMarketComponent implements OnDestroy, OnInit {
   public fearLabel = $localize`Fear`;
   public greedLabel = $localize`Greed`;
   public hasPermissionToAccessFearAndGreedIndex: boolean;
-  public historicalData: HistoricalDataItem[];
+  public historicalDataItems: HistoricalDataItem[];
   public info: InfoItem;
   public isLoading = true;
   public readonly numberOfDays = 180;
@@ -67,7 +67,7 @@ export class HomeMarketComponent implements OnDestroy, OnInit {
         .pipe(takeUntil(this.unsubscribeSubject))
         .subscribe(({ historicalData, marketPrice }) => {
           this.fearAndGreedIndex = marketPrice;
-          this.historicalData = [
+          this.historicalDataItems = [
             ...historicalData,
             {
               date: resetHours(new Date()).toISOString(),

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

@@ -10,7 +10,8 @@
         symbol="Fear & Greed Index"
         yMax="100"
         yMin="0"
-        [historicalDataItems]="historicalData"
+        [historicalDataItems]="historicalDataItems"
+        [isAnimated]="true"
         [locale]="user?.settings?.locale"
         [showXAxis]="true"
         [showYAxis]="true"

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

@@ -107,8 +107,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
 
     this.dataService
       .fetchPortfolioPerformance({
-        range: this.user?.settings?.dateRange,
-        version: this.user?.settings?.isExperimentalFeatures ? 2 : 1
+        range: this.user?.settings?.dateRange
       })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((response) => {
@@ -117,35 +116,14 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
         this.performance = response.performance;
         this.isLoadingPerformance = false;
 
-        if (this.user?.settings?.isExperimentalFeatures) {
-          this.historicalDataItems = response.chart.map(({ date, value }) => {
+        this.historicalDataItems = response.chart.map(
+          ({ date, netPerformanceInPercentage }) => {
             return {
               date,
-              value
+              value: netPerformanceInPercentage
             };
-          });
-        } else {
-          this.dataService
-            .fetchChart({
-              range: this.user?.settings?.dateRange,
-              version: 1
-            })
-            .pipe(takeUntil(this.unsubscribeSubject))
-            .subscribe((chartData) => {
-              this.historicalDataItems = chartData.chart.map(
-                ({ date, value }) => {
-                  return {
-                    date,
-                    value
-                  };
-                }
-              );
-              this.isAllTimeHigh = chartData.isAllTimeHigh;
-              this.isAllTimeLow = chartData.isAllTimeLow;
-
-              this.changeDetectorRef.markForCheck();
-            });
-        }
+          }
+        );
 
         this.changeDetectorRef.markForCheck();
       });

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

@@ -15,16 +15,17 @@
         <gf-line-chart
           class="position-absolute"
           symbol="Performance"
-          [currency]="user?.settings?.isExperimentalFeatures ? undefined : user?.settings?.baseCurrency"
-          [historicalDataItems]="historicalDataItems"
+          unit="%"
+          [colorScheme]="user?.settings?.colorScheme"
           [hidden]="historicalDataItems?.length === 0"
+          [historicalDataItems]="historicalDataItems"
+          [isAnimated]="user?.settings?.dateRange === '1d' ? false : true"
           [locale]="user?.settings?.locale"
           [ngClass]="{ 'pr-3': deviceType === 'mobile' }"
           [showGradient]="true"
           [showLoader]="false"
           [showXAxis]="false"
           [showYAxis]="false"
-          [unit]="user?.settings?.isExperimentalFeatures ? '%' : undefined"
         ></gf-line-chart>
       </div>
     </div>

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

@@ -15,14 +15,16 @@ import {
 } from '@ghostfolio/common/chart-helper';
 import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config';
 import {
+  DATE_FORMAT,
   getBackgroundColor,
   getDateFormatString,
   getTextColor,
   parseDate,
   transformTickToAbbreviation
 } from '@ghostfolio/common/helper';
+import { LineChartItem } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
-import { GroupBy } from '@ghostfolio/common/types';
+import { ColorScheme, DateRange, GroupBy } from '@ghostfolio/common/types';
 import {
   BarController,
   BarElement,
@@ -35,7 +37,8 @@ import {
   Tooltip
 } from 'chart.js';
 import annotationPlugin from 'chartjs-plugin-annotation';
-import { addDays, isAfter, parseISO, subDays } from 'date-fns';
+import { addDays, format, isAfter, parseISO, subDays } from 'date-fns';
+import { last } from 'lodash';
 
 @Component({
   selector: 'gf-investment-chart',
@@ -44,20 +47,23 @@ import { addDays, isAfter, parseISO, subDays } from 'date-fns';
   styleUrls: ['./investment-chart.component.scss']
 })
 export class InvestmentChartComponent implements OnChanges, OnDestroy {
+  @Input() benchmarkDataItems: InvestmentItem[] = [];
+  @Input() colorScheme: ColorScheme;
   @Input() currency: string;
   @Input() daysInMarket: number;
   @Input() groupBy: GroupBy;
-  @Input() investments: InvestmentItem[];
+  @Input() historicalDataItems: LineChartItem[] = [];
   @Input() isInPercent = false;
+  @Input() isLoading = false;
   @Input() locale: string;
+  @Input() range: DateRange = 'max';
   @Input() savingsRate = 0;
 
   @ViewChild('chartCanvas') chartCanvas;
 
-  public chart: Chart;
-  public isLoading = true;
-
-  private data: InvestmentItem[];
+  public chart: Chart<any>;
+  private investments: InvestmentItem[];
+  private values: LineChartItem[];
 
   public constructor() {
     Chart.register(
@@ -77,7 +83,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
   }
 
   public ngOnChanges() {
-    if (this.investments) {
+    if (this.benchmarkDataItems && this.historicalDataItems) {
       this.initialize();
     }
   }
@@ -87,49 +93,89 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
   }
 
   private initialize() {
-    this.isLoading = true;
-
     // Create a clone
-    this.data = this.investments.map((a) => Object.assign({}, a));
+    this.investments = this.benchmarkDataItems.map((item) =>
+      Object.assign({}, item)
+    );
+    this.values = this.historicalDataItems.map((item) =>
+      Object.assign({}, item)
+    );
 
-    if (!this.groupBy && this.data?.length > 0) {
-      // Extend chart by 5% of days in market (before)
-      const firstItem = this.data[0];
-      this.data.unshift({
-        ...firstItem,
-        date: subDays(
-          parseISO(firstItem.date),
-          this.daysInMarket * 0.05 || 90
-        ).toISOString(),
-        investment: 0
-      });
+    if (!this.groupBy && this.investments?.length > 0) {
+      let date: string;
+
+      if (this.range === 'max') {
+        // Extend chart by 5% of days in market (before)
+        date = format(
+          subDays(
+            parseISO(this.investments[0].date),
+            this.daysInMarket * 0.05 || 90
+          ),
+          DATE_FORMAT
+        );
+        this.investments.unshift({
+          date,
+          investment: 0
+        });
+        this.values.unshift({
+          date,
+          value: 0
+        });
+      }
 
       // Extend chart by 5% of days in market (after)
-      const lastItem = this.data[this.data.length - 1];
-      this.data.push({
-        ...lastItem,
-        date: addDays(
-          parseDate(lastItem.date),
+      date = format(
+        addDays(
+          parseDate(last(this.investments).date),
           this.daysInMarket * 0.05 || 90
-        ).toISOString()
+        ),
+        DATE_FORMAT
+      );
+      this.investments.push({
+        date,
+        investment: last(this.investments).investment
       });
+      this.values.push({ date, value: last(this.values).value });
     }
 
     const data = {
-      labels: this.data.map((investmentItem) => {
-        return investmentItem.date;
+      labels: this.historicalDataItems.map(({ date }) => {
+        return parseDate(date);
       }),
       datasets: [
         {
-          backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
-          borderColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
-          borderWidth: this.groupBy ? 0 : 2,
-          data: this.data.map((position) => {
-            return this.isInPercent
-              ? position.investment * 100
-              : position.investment;
+          backgroundColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
+          borderColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
+          borderWidth: this.groupBy ? 0 : 1,
+          data: this.investments.map(({ date, investment }) => {
+            return {
+              x: parseDate(date),
+              y: this.isInPercent ? investment * 100 : investment
+            };
           }),
           label: $localize`Deposit`,
+          segment: {
+            borderColor: (context: unknown) =>
+              this.isInFuture(
+                context,
+                `rgba(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b}, 0.67)`
+              ),
+            borderDash: (context: unknown) => this.isInFuture(context, [2, 2])
+          },
+          stepped: true
+        },
+        {
+          borderColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
+          borderWidth: 2,
+          data: this.values.map(({ date, value }) => {
+            return {
+              x: parseDate(date),
+              y: this.isInPercent ? value * 100 : value
+            };
+          }),
+          fill: false,
+          label: $localize`Total Amount`,
+          pointRadius: 0,
           segment: {
             borderColor: (context: unknown) =>
               this.isInFuture(
@@ -137,8 +183,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
                 `rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.67)`
               ),
             borderDash: (context: unknown) => this.isInFuture(context, [2, 2])
-          },
-          stepped: true
+          }
         }
       ]
     };
@@ -160,7 +205,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
                 tension: 0
               },
               point: {
-                hoverBackgroundColor: getBackgroundColor(),
+                hoverBackgroundColor: getBackgroundColor(this.colorScheme),
                 hoverRadius: 2,
                 radius: 0
               }
@@ -172,13 +217,13 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
                 annotations: {
                   savingsRate: this.savingsRate
                     ? {
-                        borderColor: `rgba(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b}, 0.75)`,
+                        borderColor: `rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.75)`,
                         borderWidth: 1,
                         label: {
-                          backgroundColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
+                          backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
                           borderRadius: 2,
                           color: 'white',
-                          content: 'Savings Rate',
+                          content: $localize`Savings Rate`,
                           display: true,
                           font: { size: '10px', weight: 'normal' },
                           padding: {
@@ -193,7 +238,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
                       }
                     : undefined,
                   yAxis: {
-                    borderColor: `rgba(${getTextColor()}, 0.1)`,
+                    borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
                     borderWidth: 1,
                     scaleID: 'y',
                     type: 'line',
@@ -206,7 +251,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
               },
               tooltip: this.getTooltipPluginConfiguration(),
               verticalHoverLine: {
-                color: `rgba(${getTextColor()}, 0.1)`
+                color: `rgba(${getTextColor(this.colorScheme)}, 0.1)`
               }
             },
             responsive: true,
@@ -214,9 +259,9 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
               x: {
                 display: true,
                 grid: {
-                  borderColor: `rgba(${getTextColor()}, 0.1)`,
+                  borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
                   borderWidth: this.groupBy ? 0 : 1,
-                  color: `rgba(${getTextColor()}, 0.8)`,
+                  color: `rgba(${getTextColor(this.colorScheme)}, 0.8)`,
                   display: false
                 },
                 type: 'time',
@@ -228,8 +273,8 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
               y: {
                 display: !this.isInPercent,
                 grid: {
-                  borderColor: `rgba(${getTextColor()}, 0.1)`,
-                  color: `rgba(${getTextColor()}, 0.8)`,
+                  borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
+                  color: `rgba(${getTextColor(this.colorScheme)}, 0.8)`,
                   display: false,
                   drawBorder: false
                 },
@@ -245,18 +290,19 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
               }
             }
           },
-          plugins: [getVerticalHoverLinePlugin(this.chartCanvas)],
+          plugins: [
+            getVerticalHoverLinePlugin(this.chartCanvas, this.colorScheme)
+          ],
           type: this.groupBy ? 'bar' : 'line'
         });
       }
     }
-
-    this.isLoading = false;
   }
 
   private getTooltipPluginConfiguration() {
     return {
       ...getTooltipOptions({
+        colorScheme: this.colorScheme,
         currency: this.isInPercent ? undefined : this.currency,
         locale: this.isInPercent ? undefined : this.locale,
         unit: this.isInPercent ? '%' : undefined

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

@@ -22,9 +22,6 @@
   <div class="row px-3 py-1">
     <div class="d-flex flex-grow-1" i18n>Sell</div>
     <div class="d-flex justify-content-end">
-      <span *ngIf="summary?.totalSell || summary?.totalSell === 0" class="mr-1"
-        >-</span
-      >
       <gf-value
         class="justify-content-end"
         [currency]="baseCurrency"

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

@@ -1,7 +1,9 @@
+import { ColorScheme } from '@ghostfolio/common/types';
 import { DataSource } from '@prisma/client';
 
 export interface PositionDetailDialogParams {
   baseCurrency: string;
+  colorScheme: ColorScheme;
   dataSource: DataSource;
   deviceType: string;
   hasImpersonationId: boolean;

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

@@ -20,11 +20,13 @@
     </div>
 
     <gf-line-chart
-      class="mb-4"
       benchmarkLabel="Average Unit Price"
+      class="mb-4"
       [benchmarkDataItems]="benchmarkDataItems"
+      [colorScheme]="data.colorScheme"
       [currency]="SymbolProfile?.currency"
       [historicalDataItems]="historicalDataItems"
+      [isAnimated]="true"
       [locale]="data.locale"
       [showGradient]="true"
       [showXAxis]="true"
@@ -187,6 +189,7 @@
             <div class="h5" i18n>Sectors</div>
             <gf-portfolio-proportion-chart
               [baseCurrency]="user?.settings?.baseCurrency"
+              [colorScheme]="data.colorScheme"
               [isInPercent]="true"
               [keys]="['name']"
               [locale]="user?.settings?.locale"
@@ -198,6 +201,7 @@
             <div class="h5" i18n>Countries</div>
             <gf-portfolio-proportion-chart
               [baseCurrency]="user?.settings?.baseCurrency"
+              [colorScheme]="data.colorScheme"
               [isInPercent]="true"
               [keys]="['name']"
               [locale]="user?.settings?.locale"

apps/client/src/app/components/rules/rules.component.html

@@ -10,7 +10,7 @@
         ></gf-no-transactions-info-indicator>
       </mat-card>
 
-      <gf-rule *ngIf="rules === undefined" [isLoading]="true"></gf-rule>
+      <gf-rule *ngIf="rules?.length === 0" [isLoading]="true"></gf-rule>
       <ng-container *ngIf="rules !== null && rules !== undefined">
         <gf-rule *ngFor="let rule of rules" [rule]="rule"></gf-rule>
       </ng-container>

apps/client/src/app/components/rules/rules.component.ts

@@ -9,7 +9,7 @@ import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
 })
 export class RulesComponent {
   @Input() hasPermissionToCreateOrder: boolean;
-  @Input() rules: PortfolioReportRule;
+  @Input() rules: PortfolioReportRule[];
 
   public constructor() {}
 }

apps/client/src/app/components/rules/rules.module.ts

@@ -21,4 +21,4 @@ import { RulesComponent } from './rules.component';
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
-export class RulesModule {}
+export class GfRulesModule {}

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

@@ -5,6 +5,7 @@ import {
   Router,
   RouterStateSnapshot
 } from '@angular/router';
+import { DataService } from '@ghostfolio/client/services/data.service';
 import { SettingsStorageService } from '@ghostfolio/client/services/settings-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { EMPTY } from 'rxjs';
@@ -30,6 +31,7 @@ export class AuthGuard implements CanActivate {
   ];
 
   constructor(
+    private dataService: DataService,
     private router: Router,
     private settingsStorageService: SettingsStorageService,
     private userService: UserService
@@ -74,8 +76,17 @@ export class AuthGuard implements CanActivate {
           const userLanguage = user?.settings?.language;
 
           if (userLanguage && document.documentElement.lang !== userLanguage) {
-            window.location.href = `../${userLanguage}`;
-            resolve(false);
+            this.dataService
+              .putUserSetting({ language: document.documentElement.lang })
+              .subscribe(() => {
+                this.userService.remove();
+
+                setTimeout(() => {
+                  window.location.reload();
+                }, 300);
+              });
+
+            resolve(true);
             return;
           } else if (
             state.url.startsWith('/home') &&

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

@@ -96,6 +96,20 @@
             title="Ghostfolio is an independent & bootstrapped business"
           ></div>
         </div>
+        <div
+          *ngIf="!hasPermissionForSubscription"
+          class="d-flex justify-content-center"
+        >
+          <a
+            href="https://www.buymeacoffee.com/ghostfolio"
+            target="_blank"
+            title="Support Ghostfolio"
+            ><img
+              class="mb-2"
+              src="../assets/images/button-buy-me-a-coffee.png"
+              width="180"
+          /></a>
+        </div>
       </div>
     </div>
   </div>
@@ -177,7 +191,7 @@
       <a
         class="py-2 w-100"
         color="primary"
-        mat-stroked-button
+        mat-flat-button
         [routerLink]="['/faq']"
         >FAQ</a
       >
@@ -189,7 +203,7 @@
       <a
         class="py-2 w-100"
         color="primary"
-        mat-stroked-button
+        mat-flat-button
         [routerLink]="['/about', 'changelog']"
         >Changelog & License</a
       >
@@ -198,7 +212,7 @@
       <a
         class="py-2 w-100"
         color="primary"
-        mat-stroked-button
+        mat-flat-button
         [routerLink]="['/about', 'privacy-policy']"
         >Privacy Policy</a
       >

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

@@ -42,6 +42,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
   signInWithFingerprintElement: MatSlideToggle;
 
   public accesses: Access[];
+  public appearancePlaceholder = $localize`Auto`;
   public baseCurrency: string;
   public coupon: number;
   public couponId: string;

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

@@ -167,7 +167,7 @@
                   </mat-form-field>
                 </div>
               </div>
-              <div class="d-flex">
+              <div class="d-flex mb-2">
                 <div class="align-items-center d-flex pr-1 pt-1 w-50">
                   <ng-container i18n>View Mode</ng-container>
                 </div>
@@ -190,6 +190,30 @@
                   </div>
                 </div>
               </div>
+              <div class="d-flex">
+                <div class="align-items-center d-flex pr-1 pt-1 w-50">
+                  <ng-container i18n>Appearance</ng-container>
+                </div>
+                <div class="pl-1 w-50">
+                  <mat-form-field
+                    appearance="outline"
+                    class="compact-with-outline w-100 without-hint"
+                  >
+                    <mat-select
+                      class="with-placeholder-as-option"
+                      name="colorScheme"
+                      [disabled]="!hasPermissionToUpdateUserSettings"
+                      [placeholder]="appearancePlaceholder"
+                      [value]="user?.settings?.colorScheme"
+                      (selectionChange)="onChangeUserSetting('colorScheme', $event.value)"
+                    >
+                      <mat-option i18n [value]="null">Auto</mat-option>
+                      <mat-option i18n value="LIGHT">Light</mat-option>
+                      <mat-option i18n value="DARK">Dark</mat-option>
+                    </mat-select>
+                  </mat-form-field>
+                </div>
+              </div>
             </form>
           </div>
           <div class="align-items-center d-flex mt-4 py-1">
@@ -243,8 +267,8 @@
       class="align-items-center d-flex justify-content-center"
       color="primary"
       mat-fab
-      [routerLink]="[]"
       [queryParams]="{ createDialog: true }"
+      [routerLink]="[]"
     >
       <ion-icon name="add-outline" size="large"></ion-icon>
     </a>

apps/client/src/app/pages/blog/2021/07/hallo-ghostfolio/hallo-ghostfolio-page.html

@@ -119,7 +119,7 @@
             Anlagestrategie? Ich freue mich über alle, die Ghostfolio
             ausprobieren. Bist du überzeugt vom Potential der Software? Jede
             Unterstützung für Ghostfolio ist willkommen. Sei es mit einer
-            <a href="https://ghostfol.io/pricing">Ghostfolio Premium</a>
+            <a [routerLink]="['/pricing']">Ghostfolio Premium</a>
             Subscription zur Finanzierung des Hostings, einem positiven Rating
             im
             <a

apps/client/src/app/pages/blog/2021/07/hello-ghostfolio/hello-ghostfolio-page.html

@@ -115,7 +115,7 @@
             strategy? I'm happy for everyone who tries Ghostfolio. Are you
             convinced of its potential? Any support for Ghostfolio is welcome.
             Be it with a
-            <a href="https://ghostfol.io/pricing">Ghostfolio Premium</a>
+            <a [routerLink]="['/pricing']">Ghostfolio Premium</a>
             Subscription to finance the hosting, a positive rating in the
             <a
               href="https://play.google.com/store/apps/details?id=ch.dotsilver.ghostfolio.twa"

apps/client/src/app/pages/blog/2022/08/500-stars-on-github/500-stars-on-github-page.html

@@ -74,7 +74,7 @@
             <a [routerLink]="['/markets']">economic situation</a> at this time,
             the goal set at the beginning of the year to build a sustainable
             business and reach break-even with the SaaS offering (<a
-              [routerLink]="['/markets']"
+              [routerLink]="['/pricing']"
               >Ghostfolio Premium</a
             >) has been achieved. We will continue to leverage the revenue to
             further improve the fully managed cloud offering for our paying

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

@@ -3,6 +3,7 @@ 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 { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 
 @Component({
@@ -14,6 +15,7 @@ import { Subject } from 'rxjs';
 export class LandingPageComponent implements OnDestroy, OnInit {
   public currentYear = format(new Date(), 'yyyy');
   public demoAuthToken: string;
+  public deviceType: string;
   public hasPermissionForStatistics: boolean;
   public statistics: Statistics;
   public testimonials = [
@@ -41,7 +43,10 @@ export class LandingPageComponent implements OnDestroy, OnInit {
 
   private unsubscribeSubject = new Subject<void>();
 
-  public constructor(private dataService: DataService) {
+  public constructor(
+    private dataService: DataService,
+    private deviceService: DeviceDetectorService
+  ) {
     const { globalPermissions, statistics } = this.dataService.fetchInfo();
 
     this.hasPermissionForStatistics = hasPermission(
@@ -52,7 +57,9 @@ export class LandingPageComponent implements OnDestroy, OnInit {
     this.statistics = statistics;
   }
 
-  public ngOnInit() {}
+  public ngOnInit() {
+    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+  }
 
   public ngOnDestroy() {
     this.unsubscribeSubject.next();

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

@@ -1,10 +1,15 @@
 <div class="container">
   <div class="row">
     <div class="col text-center">
-      <h1 class="font-weight-bold intro my-5">
+      <h1 class="font-weight-bold intro mt-5">
         Manage your wealth like a boss
       </h1>
-      <div>
+      <p class="lead mb-4">
+        Ghostfolio is a privacy-first, open source dashboard for your personal
+        finances. Break down your asset allocation, know your net worth and make
+        solid, data-driven investment decisions.
+      </p>
+      <div class="mb-4">
         <a
           href="https://www.youtube.com/watch?v=yY6ObSQVJZk"
           target="_blank"
@@ -23,9 +28,9 @@
 </div>
 
 <div class="container">
-  <div class="button-container row">
+  <div class="button-container mb-5 row">
     <div class="align-items-center col d-flex justify-content-center">
-      <div class="py-5 text-center">
+      <div class="text-center">
         <a
           class="d-inline-block"
           color="primary"
@@ -43,7 +48,10 @@
   </div>
 
   <div *ngIf="hasPermissionForStatistics" class="row mb-5">
-    <div class="col-md-4 d-flex my-1">
+    <div
+      class="col-md-4 d-flex my-1"
+      [ngClass]="{ 'justify-content-center': this.deviceType !== 'mobile' }"
+    >
       <a
         class="d-block"
         title="Ghostfolio in Numbers: Monthly Active Users (MAU)"
@@ -57,7 +65,10 @@
         >
       </a>
     </div>
-    <div class="col-md-4 d-flex my-1">
+    <div
+      class="col-md-4 d-flex my-1"
+      [ngClass]="{ 'justify-content-center': this.deviceType !== 'mobile' }"
+    >
       <a
         class="d-block"
         title="Ghostfolio in Numbers: Stars on GitHub"
@@ -71,7 +82,10 @@
         >
       </a>
     </div>
-    <div class="col-md-4 d-flex my-1">
+    <div
+      class="col-md-4 d-flex my-1"
+      [ngClass]="{ 'justify-content-center': this.deviceType !== 'mobile' }"
+    >
       <a
         class="d-block"
         title="Ghostfolio in Numbers: Pulls on Docker Hub"
@@ -139,15 +153,15 @@
     </div>
   </div>
 
-  <div class="row my-5">
+  <div class="pt-3 row">
     <div class="col text-center">
       <h2 class="h4 mb-1 text-center">
         Protect your <strong>assets</strong>. Refine your
         <strong>personal investment strategy</strong>.
       </h2>
-      <p class="lead">
+      <p class="lead m-0">
         Ghostfolio empowers busy people to keep track of stocks, ETFs or
-        cryptocurrencies and make solid, data-driven investment decisions.
+        cryptocurrencies without being tracked.
       </p>
     </div>
   </div>
@@ -220,7 +234,7 @@
         </li>
       </ul>
       <div class="mt-4 text-center">
-        <a [routerLink]="['/about']" mat-stroked-button
+        <a mat-stroked-button [routerLink]="['/about']"
           >Learn more about Ghostfolio</a
         >
       </div>

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

@@ -114,9 +114,7 @@
   }
 
   .outro-inner-container {
-    div {
-      background-image: url('/assets/intro-dark.jpg') !important;
-    }
+    display: none;
   }
 
   .video {

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

@@ -2,12 +2,12 @@ import { NgModule } from '@angular/core';
 import { RouterModule, Routes } from '@angular/router';
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 
-import { TransactionsPageComponent } from './transactions-page.component';
+import { ActivitiesPageComponent } from './activities-page.component';
 
 const routes: Routes = [
   {
     canActivate: [AuthGuard],
-    component: TransactionsPageComponent,
+    component: ActivitiesPageComponent,
     path: '',
     title: $localize`Activities`
   }
@@ -17,4 +17,4 @@ const routes: Routes = [
   imports: [RouterModule.forChild(routes)],
   exports: [RouterModule]
 })
-export class TransactionsPageRoutingModule {}
+export class ActivitiesPageRoutingModule {}

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

@@ -1,6 +1,5 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
-import { MatSnackBar } from '@angular/material/snack-bar';
 import { ActivatedRoute, Router } from '@angular/router';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
@@ -10,35 +9,34 @@ import { PositionDetailDialog } from '@ghostfolio/client/components/position/pos
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { IcsService } from '@ghostfolio/client/services/ics/ics.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
-import { ImportTransactionsService } from '@ghostfolio/client/services/import-transactions.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { downloadAsFile } from '@ghostfolio/common/helper';
 import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { DataSource, Order as OrderModel } from '@prisma/client';
 import { format, parseISO } from 'date-fns';
-import { isArray } from 'lodash';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject, Subscription } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
-import { CreateOrUpdateTransactionDialog } from './create-or-update-transaction-dialog/create-or-update-transaction-dialog.component';
-import { ImportTransactionDialog } from './import-transaction-dialog/import-transaction-dialog.component';
+import { CreateOrUpdateActivityDialog } from './create-or-update-activity-dialog/create-or-update-activity-dialog.component';
+import { ImportActivitiesDialog } from './import-activities-dialog/import-activities-dialog.component';
+import { ImportActivitiesDialogParams } from './import-activities-dialog/interfaces/interfaces';
 
 @Component({
   host: { class: 'page' },
-  selector: 'gf-transactions-page',
-  styleUrls: ['./transactions-page.scss'],
-  templateUrl: './transactions-page.html'
+  selector: 'gf-activities-page',
+  styleUrls: ['./activities-page.scss'],
+  templateUrl: './activities-page.html'
 })
-export class TransactionsPageComponent implements OnDestroy, OnInit {
+export class ActivitiesPageComponent implements OnDestroy, OnInit {
   public activities: Activity[];
   public defaultAccountId: string;
   public deviceType: string;
   public hasImpersonationId: boolean;
-  public hasPermissionToCreateOrder: boolean;
-  public hasPermissionToDeleteOrder: boolean;
-  public hasPermissionToImportOrders: boolean;
+  public hasPermissionToCreateActivity: boolean;
+  public hasPermissionToDeleteActivity: boolean;
+  public hasPermissionToImportActivities: boolean;
   public routeQueryParams: Subscription;
   public user: User;
 
@@ -51,24 +49,22 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
     private dialog: MatDialog,
     private icsService: IcsService,
     private impersonationStorageService: ImpersonationStorageService,
-    private importTransactionsService: ImportTransactionsService,
     private route: ActivatedRoute,
     private router: Router,
-    private snackBar: MatSnackBar,
     private userService: UserService
   ) {
     this.routeQueryParams = route.queryParams
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((params) => {
         if (params['createDialog']) {
-          this.openCreateTransactionDialog();
+          this.openCreateActivityDialog();
         } else if (params['editDialog']) {
           if (this.activities) {
-            const transaction = this.activities.find(({ id }) => {
-              return id === params['transactionId'];
+            const activity = this.activities.find(({ id }) => {
+              return id === params['activityId'];
             });
 
-            this.openUpdateTransactionDialog(transaction);
+            this.openUpdateActivityDialog(activity);
           } else {
             this.router.navigate(['.'], { relativeTo: this.route });
           }
@@ -96,7 +92,7 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
       .subscribe((aId) => {
         this.hasImpersonationId = !!aId;
 
-        this.hasPermissionToImportOrders =
+        this.hasPermissionToImportActivities =
           hasPermission(globalPermissions, permissions.enableImport) &&
           !this.hasImpersonationId;
       });
@@ -121,7 +117,10 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
       .subscribe(({ activities }) => {
         this.activities = activities;
 
-        if (this.hasPermissionToCreateOrder && this.activities?.length <= 0) {
+        if (
+          this.hasPermissionToCreateActivity &&
+          this.activities?.length <= 0
+        ) {
           this.router.navigate([], { queryParams: { createDialog: true } });
         }
 
@@ -129,11 +128,11 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
       });
   }
 
-  public onCloneTransaction(aActivity: Activity) {
-    this.openCreateTransactionDialog(aActivity);
+  public onCloneActivity(aActivity: Activity) {
+    this.openCreateActivityDialog(aActivity);
   }
 
-  public onDeleteTransaction(aId: string) {
+  public onDeleteActivity(aId: string) {
     this.dataService
       .deleteOrder(aId)
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -183,98 +182,30 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
   }
 
   public onImport() {
-    const input = document.createElement('input');
-    input.accept = 'application/JSON, .csv';
-    input.type = 'file';
+    const dialogRef = this.dialog.open(ImportActivitiesDialog, {
+      data: <ImportActivitiesDialogParams>{
+        deviceType: this.deviceType,
+        user: this.user
+      },
+      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+    });
 
-    input.onchange = (event) => {
-      this.snackBar.open('⏳' + $localize`Importing data...`);
-
-      // Getting the file reference
-      const file = (event.target as HTMLInputElement).files[0];
-
-      // Setting up the reader
-      const reader = new FileReader();
-      reader.readAsText(file, 'UTF-8');
-
-      reader.onload = async (readerEvent) => {
-        const fileContent = readerEvent.target.result as string;
-
-        try {
-          if (file.name.endsWith('.json')) {
-            const content = JSON.parse(fileContent);
-
-            if (!isArray(content.activities)) {
-              if (isArray(content.orders)) {
-                this.handleImportError({
-                  activities: [],
-                  error: {
-                    error: {
-                      message: [`orders needs to be renamed to activities`]
-                    }
-                  }
-                });
-                return;
-              } else {
-                throw new Error();
-              }
-            }
-
-            try {
-              await this.importTransactionsService.importJson({
-                content: content.activities
-              });
-
-              this.handleImportSuccess();
-            } catch (error) {
-              console.error(error);
-              this.handleImportError({ error, activities: content.activities });
-            }
-
-            return;
-          } else if (file.name.endsWith('.csv')) {
-            try {
-              await this.importTransactionsService.importCsv({
-                fileContent,
-                userAccounts: this.user.accounts
-              });
-
-              this.handleImportSuccess();
-            } catch (error) {
-              console.error(error);
-              this.handleImportError({
-                activities: error?.activities ?? [],
-                error: {
-                  error: { message: error?.error?.message ?? [error?.message] }
-                }
-              });
-            }
-
-            return;
-          }
-
-          throw new Error();
-        } catch (error) {
-          console.error(error);
-          this.handleImportError({
-            activities: [],
-            error: { error: { message: ['Unexpected format'] } }
-          });
-        }
-      };
-    };
-
-    input.click();
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.fetchActivities();
+      });
   }
 
-  public onUpdateTransaction(aTransaction: OrderModel) {
+  public onUpdateActivity(aActivity: OrderModel) {
     this.router.navigate([], {
-      queryParams: { editDialog: true, transactionId: aTransaction.id }
+      queryParams: { activityId: aActivity.id, editDialog: true }
     });
   }
 
-  public openUpdateTransactionDialog(activity: Activity): void {
-    const dialogRef = this.dialog.open(CreateOrUpdateTransactionDialog, {
+  public openUpdateActivityDialog(activity: Activity): void {
+    const dialogRef = this.dialog.open(CreateOrUpdateActivityDialog, {
       data: {
         activity,
         accounts: this.user?.accounts?.filter((account) => {
@@ -312,41 +243,14 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
     this.unsubscribeSubject.complete();
   }
 
-  private handleImportError({
-    activities,
-    error
-  }: {
-    activities: any[];
-    error: any;
-  }) {
-    this.snackBar.dismiss();
-
-    this.dialog.open(ImportTransactionDialog, {
-      data: {
-        activities,
-        deviceType: this.deviceType,
-        messages: error?.error?.message
-      },
-      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
-    });
-  }
-
-  private handleImportSuccess() {
-    this.fetchActivities();
-
-    this.snackBar.open('✅' + $localize`Import has been completed`, undefined, {
-      duration: 3000
-    });
-  }
-
-  private openCreateTransactionDialog(aActivity?: Activity): void {
+  private openCreateActivityDialog(aActivity?: Activity): void {
     this.userService
       .get()
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((user) => {
         this.updateUser(user);
 
-        const dialogRef = this.dialog.open(CreateOrUpdateTransactionDialog, {
+        const dialogRef = this.dialog.open(CreateOrUpdateActivityDialog, {
           data: {
             accounts: this.user?.accounts?.filter((account) => {
               return account.accountType === 'SECURITIES';
@@ -405,6 +309,7 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
             dataSource,
             symbol,
             baseCurrency: this.user?.settings?.baseCurrency,
+            colorScheme: this.user?.settings?.colorScheme,
             deviceType: this.deviceType,
             hasImpersonationId: this.hasImpersonationId,
             hasPermissionToReportDataGlitch: hasPermission(
@@ -433,11 +338,11 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
       return account.isDefault;
     })?.id;
 
-    this.hasPermissionToCreateOrder = hasPermission(
+    this.hasPermissionToCreateActivity = hasPermission(
       this.user.permissions,
       permissions.createOrder
     );
-    this.hasPermissionToDeleteOrder = hasPermission(
+    this.hasPermissionToDeleteActivity = hasPermission(
       this.user.permissions,
       permissions.deleteOrder
     );

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

@@ -6,14 +6,14 @@
         [activities]="activities"
         [baseCurrency]="user?.settings?.baseCurrency"
         [deviceType]="deviceType"
-        [hasPermissionToCreateActivity]="hasPermissionToCreateOrder"
+        [hasPermissionToCreateActivity]="hasPermissionToCreateActivity"
         [hasPermissionToExportActivities]="!hasImpersonationId"
-        [hasPermissionToImportActivities]="hasPermissionToImportOrders"
+        [hasPermissionToImportActivities]="hasPermissionToImportActivities"
         [locale]="user?.settings?.locale"
-        [showActions]="!hasImpersonationId && hasPermissionToDeleteOrder && !user.settings.isRestrictedView"
-        (activityDeleted)="onDeleteTransaction($event)"
-        (activityToClone)="onCloneTransaction($event)"
-        (activityToUpdate)="onUpdateTransaction($event)"
+        [showActions]="!hasImpersonationId && hasPermissionToDeleteActivity && !user.settings.isRestrictedView"
+        (activityDeleted)="onDeleteActivity($event)"
+        (activityToClone)="onCloneActivity($event)"
+        (activityToUpdate)="onUpdateActivity($event)"
         (export)="onExport($event)"
         (exportDrafts)="onExportDrafts($event)"
         (import)="onImport()"
@@ -22,15 +22,15 @@
   </div>
 
   <div
-    *ngIf="!hasImpersonationId && hasPermissionToCreateOrder && !user.settings.isRestrictedView"
+    *ngIf="!hasImpersonationId && hasPermissionToCreateActivity && !user.settings.isRestrictedView"
     class="fab-container"
   >
     <a
       class="align-items-center d-flex justify-content-center"
       color="primary"
       mat-fab
-      [routerLink]="[]"
       [queryParams]="{ createDialog: true }"
+      [routerLink]="[]"
     >
       <ion-icon name="add-outline" size="large"></ion-icon>
     </a>

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

@@ -0,0 +1,29 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatSnackBarModule } from '@angular/material/snack-bar';
+import { RouterModule } from '@angular/router';
+import { ImportActivitiesService } from '@ghostfolio/client/services/import-activities.service';
+import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
+
+import { ActivitiesPageRoutingModule } from './activities-page-routing.module';
+import { ActivitiesPageComponent } from './activities-page.component';
+import { GfCreateOrUpdateActivityDialogModule } from './create-or-update-activity-dialog/create-or-update-activity-dialog.module';
+import { GfImportActivitiesDialogModule } from './import-activities-dialog/import-activities-dialog.module';
+
+@NgModule({
+  declarations: [ActivitiesPageComponent],
+  imports: [
+    ActivitiesPageRoutingModule,
+    CommonModule,
+    GfActivitiesTableModule,
+    GfCreateOrUpdateActivityDialogModule,
+    GfImportActivitiesDialogModule,
+    MatButtonModule,
+    MatSnackBarModule,
+    RouterModule
+  ],
+  providers: [ImportActivitiesService],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class ActivitiesPageModule {}

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts

@@ -14,6 +14,7 @@ import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { DataService } from '@ghostfolio/client/services/data.service';
+import { translate } from '@ghostfolio/ui/i18n';
 import { AssetClass, AssetSubClass, Type } from '@prisma/client';
 import { isUUID } from 'class-validator';
 import { isString } from 'lodash';
@@ -27,21 +28,25 @@ import {
   takeUntil
 } from 'rxjs/operators';
 
-import { CreateOrUpdateTransactionDialogParams } from './interfaces/interfaces';
+import { CreateOrUpdateActivityDialogParams } from './interfaces/interfaces';
 
 @Component({
   host: { class: 'h-100' },
-  selector: 'gf-create-or-update-transaction-dialog',
+  selector: 'gf-create-or-update-activity-dialog',
   changeDetection: ChangeDetectionStrategy.OnPush,
-  styleUrls: ['./create-or-update-transaction-dialog.scss'],
-  templateUrl: 'create-or-update-transaction-dialog.html'
+  styleUrls: ['./create-or-update-activity-dialog.scss'],
+  templateUrl: 'create-or-update-activity-dialog.html'
 })
-export class CreateOrUpdateTransactionDialog implements OnDestroy {
+export class CreateOrUpdateActivityDialog implements OnDestroy {
   @ViewChild('autocomplete') autocomplete;
 
   public activityForm: FormGroup;
-  public assetClasses = Object.keys(AssetClass);
-  public assetSubClasses = Object.keys(AssetSubClass);
+  public assetClasses = Object.keys(AssetClass).map((assetClass) => {
+    return { id: assetClass, label: translate(assetClass) };
+  });
+  public assetSubClasses = Object.keys(AssetSubClass).map((assetSubClass) => {
+    return { id: assetSubClass, label: translate(assetSubClass) };
+  });
   public currencies: string[] = [];
   public currentMarketPrice = null;
   public filteredLookupItems: LookupItem[];
@@ -55,10 +60,10 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
 
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
-    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateTransactionDialogParams,
+    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateActivityDialogParams,
     private dataService: DataService,
     private dateAdapter: DateAdapter<any>,
-    public dialogRef: MatDialogRef<CreateOrUpdateTransactionDialog>,
+    public dialogRef: MatDialogRef<CreateOrUpdateActivityDialog>,
     private formBuilder: FormBuilder,
     @Inject(MAT_DATE_LOCALE) private locale: string
   ) {}

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html

@@ -4,17 +4,17 @@
   (keyup.enter)="activityForm.valid && onSubmit()"
   (ngSubmit)="onSubmit()"
 >
-  <h1 *ngIf="data.activity.id" mat-dialog-title i18n>Update activity</h1>
-  <h1 *ngIf="!data.activity.id" mat-dialog-title i18n>Add activity</h1>
+  <h1 *ngIf="data.activity.id" i18n mat-dialog-title>Update activity</h1>
+  <h1 *ngIf="!data.activity.id" i18n mat-dialog-title>Add activity</h1>
   <div class="flex-grow-1" mat-dialog-content>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Type</mat-label>
         <mat-select formControlName="type">
-          <mat-option value="BUY" i18n>BUY</mat-option>
-          <mat-option value="DIVIDEND" i18n>DIVIDEND</mat-option>
-          <mat-option value="ITEM" i18n>ITEM</mat-option>
-          <mat-option value="SELL" i18n>SELL</mat-option>
+          <mat-option i18n value="BUY">BUY</mat-option>
+          <mat-option i18n value="DIVIDEND">DIVIDEND</mat-option>
+          <mat-option i18n value="ITEM">ITEM</mat-option>
+          <mat-option i18n value="SELL">SELL</mat-option>
         </mat-select>
       </mat-form-field>
     </div>
@@ -156,8 +156,8 @@
           <mat-option [value]="null"></mat-option>
           <mat-option
             *ngFor="let assetClass of assetClasses"
-            [value]="assetClass"
-            >{{ assetClass }}</mat-option
+            [value]="assetClass.id"
+            >{{ assetClass.label }}</mat-option
           >
         </mat-select>
       </mat-form-field>
@@ -171,8 +171,8 @@
           <mat-option [value]="null"></mat-option>
           <mat-option
             *ngFor="let assetSubClass of assetSubClasses"
-            [value]="assetSubClass"
-            >{{ assetSubClass }}</mat-option
+            [value]="assetSubClass.id"
+            >{{ assetSubClass.label }}</mat-option
           >
         </mat-select>
       </mat-form-field>

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.module.ts

@@ -13,10 +13,10 @@ import { MatSelectModule } from '@angular/material/select';
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
-import { CreateOrUpdateTransactionDialog } from './create-or-update-transaction-dialog.component';
+import { CreateOrUpdateActivityDialog } from './create-or-update-activity-dialog.component';
 
 @NgModule({
-  declarations: [CreateOrUpdateTransactionDialog],
+  declarations: [CreateOrUpdateActivityDialog],
   imports: [
     CommonModule,
     GfSymbolModule,
@@ -35,4 +35,4 @@ import { CreateOrUpdateTransactionDialog } from './create-or-update-transaction-
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
-export class GfCreateOrUpdateTransactionDialogModule {}
+export class GfCreateOrUpdateActivityDialogModule {}

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/interfaces/interfaces.ts

@@ -2,7 +2,7 @@ import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interf
 import { User } from '@ghostfolio/common/interfaces';
 import { Account } from '@prisma/client';
 
-export interface CreateOrUpdateTransactionDialogParams {
+export interface CreateOrUpdateActivityDialogParams {
   accountId: string;
   accounts: Account[];
   activity: Activity;

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.component.ts

@@ -0,0 +1,176 @@
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  Inject,
+  OnDestroy
+} from '@angular/core';
+import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { MatSnackBar } from '@angular/material/snack-bar';
+import { ImportActivitiesService } from '@ghostfolio/client/services/import-activities.service';
+import { isArray } from 'lodash';
+import { Subject } from 'rxjs';
+
+import { ImportActivitiesDialogParams } from './interfaces/interfaces';
+
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  selector: 'gf-import-activities-dialog',
+  styleUrls: ['./import-activities-dialog.scss'],
+  templateUrl: 'import-activities-dialog.html'
+})
+export class ImportActivitiesDialog implements OnDestroy {
+  public details: any[] = [];
+  public errorMessages: string[] = [];
+
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    private changeDetectorRef: ChangeDetectorRef,
+    @Inject(MAT_DIALOG_DATA) public data: ImportActivitiesDialogParams,
+    public dialogRef: MatDialogRef<ImportActivitiesDialog>,
+    private importActivitiesService: ImportActivitiesService,
+    private snackBar: MatSnackBar
+  ) {}
+
+  public ngOnInit() {}
+
+  public onCancel(): void {
+    this.dialogRef.close();
+  }
+
+  public onImport() {
+    const input = document.createElement('input');
+    input.accept = 'application/JSON, .csv';
+    input.type = 'file';
+
+    input.onchange = (event) => {
+      this.snackBar.open('⏳ ' + $localize`Importing data...`);
+
+      // Getting the file reference
+      const file = (event.target as HTMLInputElement).files[0];
+
+      // Setting up the reader
+      const reader = new FileReader();
+      reader.readAsText(file, 'UTF-8');
+
+      reader.onload = async (readerEvent) => {
+        const fileContent = readerEvent.target.result as string;
+
+        console.log(fileContent);
+
+        try {
+          if (file.name.endsWith('.json')) {
+            const content = JSON.parse(fileContent);
+
+            if (!isArray(content.activities)) {
+              if (isArray(content.orders)) {
+                this.handleImportError({
+                  activities: [],
+                  error: {
+                    error: {
+                      message: [`orders needs to be renamed to activities`]
+                    }
+                  }
+                });
+                return;
+              } else {
+                throw new Error();
+              }
+            }
+
+            try {
+              await this.importActivitiesService.importJson({
+                content: content.activities
+              });
+
+              this.handleImportSuccess();
+            } catch (error) {
+              console.error(error);
+              this.handleImportError({ error, activities: content.activities });
+            }
+
+            return;
+          } else if (file.name.endsWith('.csv')) {
+            try {
+              await this.importActivitiesService.importCsv({
+                fileContent,
+                userAccounts: this.data.user.accounts
+              });
+
+              this.handleImportSuccess();
+            } catch (error) {
+              console.error(error);
+              this.handleImportError({
+                activities: error?.activities ?? [],
+                error: {
+                  error: { message: error?.error?.message ?? [error?.message] }
+                }
+              });
+            }
+
+            return;
+          }
+
+          throw new Error();
+        } catch (error) {
+          console.error(error);
+          this.handleImportError({
+            activities: [],
+            error: { error: { message: ['Unexpected format'] } }
+          });
+        }
+      };
+    };
+
+    input.click();
+  }
+
+  public onReset() {
+    this.details = [];
+    this.errorMessages = [];
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private handleImportError({
+    activities,
+    error
+  }: {
+    activities: any[];
+    error: any;
+  }) {
+    this.snackBar.dismiss();
+
+    this.errorMessages = error?.error?.message;
+
+    for (const message of this.errorMessages) {
+      if (message.includes('activities.')) {
+        let [index] = message.split(' ');
+        index = index.replace('activities.', '');
+        [index] = index.split('.');
+
+        this.details.push(activities[index]);
+      } else {
+        this.details.push('');
+      }
+    }
+
+    this.changeDetectorRef.markForCheck();
+  }
+
+  private handleImportSuccess() {
+    this.snackBar.open(
+      '✅ ' + $localize`Import has been completed`,
+      undefined,
+      {
+        duration: 3000
+      }
+    );
+
+    this.dialogRef.close();
+  }
+}

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.html

@@ -0,0 +1,71 @@
+<gf-dialog-header
+  mat-dialog-title
+  [deviceType]="data.deviceType"
+  [title]="errorMessages.length === 0 ?  'Import Activities' : 'Import Activities Error'"
+  (closeButtonClicked)="onCancel()"
+></gf-dialog-header>
+
+<div class="flex-grow-1" mat-dialog-content>
+  <ng-container *ngIf="errorMessages.length === 0">
+    <div class="d-flex justify-content-center flex-column">
+      <button
+        class="py-3"
+        color="primary"
+        mat-stroked-button
+        (click)="onImport()"
+      >
+        <ion-icon class="mr-2" name="cloud-upload-outline"></ion-icon>
+        <span i18n>Choose File</span>
+      </button>
+      <p class="mb-0 mt-4 text-center">
+        <span class="mr-1" i18n>The following file formats are supported:</span>
+        <a
+          href="https://github.com/ghostfolio/ghostfolio/blob/main/test/import/ok.csv"
+          target="_blank"
+          >CSV</a
+        >
+        <span class="mx-1" i18n>or</span>
+        <a
+          href="https://github.com/ghostfolio/ghostfolio/blob/main/test/import/ok.json"
+          target="_blank"
+          >JSON</a
+        >
+      </p>
+    </div>
+  </ng-container>
+  <ng-container *ngIf="errorMessages.length > 0">
+    <mat-accordion displayMode="flat">
+      <mat-expansion-panel
+        *ngFor="let message of errorMessages; let i = index"
+        [disabled]="!details[i]"
+      >
+        <mat-expansion-panel-header class="pl-1">
+          <mat-panel-title>
+            <div class="d-flex">
+              <div class="align-items-center d-flex mr-2">
+                <ion-icon name="warning-outline"></ion-icon>
+              </div>
+              <div>{{ message }}</div>
+            </div>
+          </mat-panel-title>
+        </mat-expansion-panel-header>
+        <pre
+          *ngIf="details[i]"
+          class="m-0"
+        ><code>{{ details[i] | json }}</code></pre>
+      </mat-expansion-panel>
+    </mat-accordion>
+    <div class="mt-2">
+      <button mat-button (click)="onReset()">
+        <ion-icon class="mr-2" name="arrow-back-outline"></ion-icon>
+        <span i18n>Back</span>
+      </button>
+    </div>
+  </ng-container>
+</div>
+
+<gf-dialog-footer
+  mat-dialog-actions
+  [deviceType]="data.deviceType"
+  (closeButtonClicked)="onCancel()"
+></gf-dialog-footer>

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.module.ts

@@ -6,10 +6,10 @@ import { MatExpansionModule } from '@angular/material/expansion';
 import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
 import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
 
-import { ImportTransactionDialog } from './import-transaction-dialog.component';
+import { ImportActivitiesDialog } from './import-activities-dialog.component';
 
 @NgModule({
-  declarations: [ImportTransactionDialog],
+  declarations: [ImportActivitiesDialog],
   imports: [
     CommonModule,
     GfDialogFooterModule,
@@ -20,4 +20,4 @@ import { ImportTransactionDialog } from './import-transaction-dialog.component';
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
-export class GfImportTransactionDialogModule {}
+export class GfImportActivitiesDialogModule {}

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.scss

@@ -1,6 +1,10 @@
 :host {
   display: block;
 
+  a {
+    color: rgba(var(--palette-primary-500), 1);
+  }
+
   .mat-expansion-panel {
     background: none;
     box-shadow: none;

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/interfaces/interfaces.ts

@@ -0,0 +1,6 @@
+import { User } from '@ghostfolio/common/interfaces';
+
+export interface ImportActivitiesDialogParams {
+  deviceType: string;
+  user: User;
+}

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

@@ -19,6 +19,7 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Market, ToggleOption } from '@ghostfolio/common/types';
+import { translate } from '@ghostfolio/ui/i18n';
 import { Account, AssetClass, DataSource } from '@prisma/client';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject, Subscription } from 'rxjs';
@@ -174,7 +175,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
           for (const assetClass of Object.keys(AssetClass)) {
             assetClassFilters.push({
               id: assetClass,
-              label: assetClass,
+              label: translate(assetClass),
               type: 'ASSET_CLASS'
             });
           }
@@ -450,6 +451,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
             dataSource,
             symbol,
             baseCurrency: this.user?.settings?.baseCurrency,
+            colorScheme: this.user?.settings?.colorScheme,
             deviceType: this.deviceType,
             hasImpersonationId: this.hasImpersonationId,
             hasPermissionToReportDataGlitch: hasPermission(

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

@@ -18,7 +18,7 @@
             >Proportion of Net Worth</mat-card-title
           >
           <gf-value
-            class="flex-grow-1 justify-content-end l-2"
+            class="justify-content-end l-2"
             size="medium"
             [isPercent]="true"
             [value]="isLoading ? undefined : portfolioDetails?.filteredValueInPercentage"
@@ -50,6 +50,7 @@
           <gf-portfolio-proportion-chart
             cursor="pointer"
             [baseCurrency]="user?.settings?.baseCurrency"
+            [colorScheme]="user?.settings?.colorScheme"
             [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
             [keys]="['id']"
             [locale]="user?.settings?.locale"
@@ -79,6 +80,7 @@
         <mat-card-content>
           <gf-portfolio-proportion-chart
             [baseCurrency]="user?.settings?.baseCurrency"
+            [colorScheme]="user?.settings?.colorScheme"
             [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
             [keys]="['currency']"
             [locale]="user?.settings?.locale"
@@ -107,6 +109,7 @@
         <mat-card-content>
           <gf-portfolio-proportion-chart
             [baseCurrency]="user?.settings?.baseCurrency"
+            [colorScheme]="user?.settings?.colorScheme"
             [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
             [keys]="['assetClass', 'assetSubClass']"
             [locale]="user?.settings?.locale"
@@ -133,6 +136,7 @@
             class="mx-auto"
             cursor="pointer"
             [baseCurrency]="user?.settings?.baseCurrency"
+            [colorScheme]="user?.settings?.colorScheme"
             [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
             [keys]="['symbol']"
             [locale]="user?.settings?.locale"
@@ -163,6 +167,7 @@
         <mat-card-content>
           <gf-portfolio-proportion-chart
             [baseCurrency]="user?.settings?.baseCurrency"
+            [colorScheme]="user?.settings?.colorScheme"
             [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
             [keys]="['name']"
             [locale]="user?.settings?.locale"
@@ -192,6 +197,7 @@
         <mat-card-content>
           <gf-portfolio-proportion-chart
             [baseCurrency]="user?.settings?.baseCurrency"
+            [colorScheme]="user?.settings?.colorScheme"
             [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
             [keys]="['name']"
             [locale]="user?.settings?.locale"
@@ -220,6 +226,7 @@
         <mat-card-content>
           <gf-portfolio-proportion-chart
             [baseCurrency]="user?.settings?.baseCurrency"
+            [colorScheme]="user?.settings?.colorScheme"
             [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
             [keys]="['name']"
             [locale]="user?.settings?.locale"

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

@@ -1,4 +1,5 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
@@ -26,6 +27,7 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
   public benchmarkDataItems: HistoricalDataItem[] = [];
   public benchmarks: Partial<SymbolProfile>[];
   public bottom3: Position[];
+  public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
   public daysInMarket: number;
   public deviceType: string;
   public firstOrderDate: Date;
@@ -33,12 +35,13 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
   public investments: InvestmentItem[];
   public investmentsByMonth: InvestmentItem[];
   public isLoadingBenchmarkComparator: boolean;
-  public mode: GroupBy;
+  public isLoadingInvestmentChart: boolean;
+  public mode: GroupBy = 'month';
   public modeOptions: ToggleOption[] = [
-    { label: $localize`Monthly`, value: 'month' },
-    { label: $localize`Accumulating`, value: undefined }
+    { label: $localize`Monthly`, value: 'month' }
   ];
   public performanceDataItems: HistoricalDataItem[];
+  public performanceDataItemsInPercentage: HistoricalDataItem[];
   public top3: Position[];
   public user: User;
 
@@ -122,37 +125,51 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
   }
 
   private update() {
-    if (this.user.settings.isExperimentalFeatures) {
-      this.isLoadingBenchmarkComparator = true;
-
-      this.dataService
-        .fetchPortfolioPerformance({
-          range: this.user?.settings?.dateRange,
-          version: 2
-        })
-        .pipe(takeUntil(this.unsubscribeSubject))
-        .subscribe(({ chart }) => {
-          this.firstOrderDate = new Date(chart?.[0]?.date ?? new Date());
-          this.performanceDataItems = chart;
-
-          this.updateBenchmarkDataItems();
-
-          this.changeDetectorRef.markForCheck();
-        });
-    }
+    this.isLoadingBenchmarkComparator = true;
+    this.isLoadingInvestmentChart = true;
 
     this.dataService
-      .fetchInvestments()
+      .fetchPortfolioPerformance({
+        range: this.user?.settings?.dateRange
+      })
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ firstOrderDate, investments }) => {
+      .subscribe(({ chart, firstOrderDate }) => {
+        this.firstOrderDate = firstOrderDate ?? new Date();
         this.daysInMarket = differenceInDays(new Date(), firstOrderDate);
-        this.investments = investments;
+
+        this.investments = [];
+        this.performanceDataItems = [];
+        this.performanceDataItemsInPercentage = [];
+
+        for (const {
+          date,
+          netPerformanceInPercentage,
+          totalInvestment,
+          value
+        } of chart) {
+          this.investments.push({ date, investment: totalInvestment });
+          this.performanceDataItems.push({
+            date,
+            value
+          });
+          this.performanceDataItemsInPercentage.push({
+            date,
+            value: netPerformanceInPercentage
+          });
+        }
+
+        this.isLoadingInvestmentChart = false;
+
+        this.updateBenchmarkDataItems();
 
         this.changeDetectorRef.markForCheck();
       });
 
     this.dataService
-      .fetchInvestmentsByMonth()
+      .fetchInvestments({
+        groupBy: 'month',
+        range: this.user?.settings?.dateRange
+      })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ investments }) => {
         this.investmentsByMonth = investments;
@@ -161,7 +178,7 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
       });
 
     this.dataService
-      .fetchPositions({ range: 'max' })
+      .fetchPositions({ range: this.user?.settings?.dateRange })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ positions }) => {
         const positionsSorted = sortBy(
@@ -210,6 +227,8 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
           this.changeDetectorRef.markForCheck();
         });
     } else {
+      this.benchmarkDataItems = [];
+
       this.isLoadingBenchmarkComparator = false;
     }
   }

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

@@ -1,19 +1,27 @@
 <div class="container">
-  <h3 class="d-flex justify-content-center mb-3" i18n>Analysis</h3>
-  <div *ngIf="user?.settings?.isExperimentalFeatures" class="mb-5 row">
+  <h3 class="d-flex justify-content-center" i18n>Analysis</h3>
+  <div *ngIf="user?.settings?.viewMode !== 'ZEN'" class="my-4 text-center">
+    <gf-toggle
+      [defaultValue]="user?.settings?.dateRange"
+      [isLoading]="isLoadingBenchmarkComparator"
+      [options]="dateRangeOptions"
+      (change)="onChangeDateRange($event.value)"
+    ></gf-toggle>
+  </div>
+  <div class="mb-5 row">
     <div class="col-lg">
       <gf-benchmark-comparator
         class="h-100"
         [benchmark]="user?.settings?.benchmark"
         [benchmarkDataItems]="benchmarkDataItems"
         [benchmarks]="benchmarks"
+        [colorScheme]="user?.settings?.colorScheme"
         [daysInMarket]="daysInMarket"
         [isLoading]="isLoadingBenchmarkComparator"
         [locale]="user?.settings?.locale"
-        [performanceDataItems]="performanceDataItems"
+        [performanceDataItems]="performanceDataItemsInPercentage"
         [user]="user"
         (benchmarkChanged)="onChangeBenchmark($event)"
-        (dateRangeChanged)="onChangeDateRange($event)"
       ></gf-benchmark-comparator>
     </div>
   </div>
@@ -96,6 +104,35 @@
     </div>
   </div>
 
+  <div class="mb-5 row">
+    <div class="col-lg">
+      <div class="align-items-center d-flex mb-4">
+        <div
+          class="align-items-center d-flex flex-grow-1 h5 mb-0 text-truncate"
+        >
+          <span i18n>Portfolio Evolution</span>
+          <gf-premium-indicator
+            *ngIf="user?.subscription?.type === 'Basic'"
+            class="ml-1"
+          ></gf-premium-indicator>
+        </div>
+      </div>
+      <div class="chart-container">
+        <gf-investment-chart
+          class="h-100"
+          [benchmarkDataItems]="investments"
+          [currency]="user?.settings?.baseCurrency"
+          [daysInMarket]="daysInMarket"
+          [historicalDataItems]="performanceDataItems"
+          [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+          [isLoading]="isLoadingBenchmarkComparator"
+          [locale]="user?.settings?.locale"
+          [range]="user?.settings?.dateRange"
+        ></gf-investment-chart>
+      </div>
+    </div>
+  </div>
+
   <div class="row">
     <div class="col-lg">
       <div class="align-items-center d-flex mb-4">
@@ -117,24 +154,15 @@
         ></gf-toggle>
       </div>
       <div class="chart-container">
-        <gf-investment-chart
-          class="h-100"
-          [currency]="user?.settings?.baseCurrency"
-          [daysInMarket]="daysInMarket"
-          [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
-          [investments]="investments"
-          [locale]="user?.settings?.locale"
-          [ngClass]="{ 'd-none': mode }"
-        ></gf-investment-chart>
         <gf-investment-chart
           class="h-100"
           groupBy="month"
+          [benchmarkDataItems]="investmentsByMonth"
           [currency]="user?.settings?.baseCurrency"
           [daysInMarket]="daysInMarket"
           [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
-          [investments]="investmentsByMonth"
           [locale]="user?.settings?.locale"
-          [ngClass]="{ 'd-none': !mode }"
+          [range]="user?.settings?.dateRange"
           [savingsRate]="(hasImpersonationId || user.settings.isRestrictedView) ? undefined : user?.settings?.savingsRate"
         ></gf-investment-chart>
       </div>

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

@@ -1,7 +1,7 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { User } from '@ghostfolio/common/interfaces';
+import { PortfolioReportRule, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import Big from 'big.js';
 import { DeviceDetectorService } from 'ngx-device-detector';
@@ -15,8 +15,12 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './fire-page.html'
 })
 export class FirePageComponent implements OnDestroy, OnInit {
+  public accountClusterRiskRules: PortfolioReportRule[];
+  public currencyClusterRiskRules: PortfolioReportRule[];
   public deviceType: string;
+  public feeRules: PortfolioReportRule[];
   public fireWealth: Big;
+  public hasPermissionToCreateOrder: boolean;
   public hasPermissionToUpdateUserSettings: boolean;
   public isLoading = false;
   public user: User;
@@ -53,12 +57,30 @@ export class FirePageComponent implements OnDestroy, OnInit {
         this.changeDetectorRef.markForCheck();
       });
 
+    this.dataService
+      .fetchPortfolioReport()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((portfolioReport) => {
+        this.accountClusterRiskRules =
+          portfolioReport.rules['accountClusterRisk'] || null;
+        this.currencyClusterRiskRules =
+          portfolioReport.rules['currencyClusterRisk'] || null;
+        this.feeRules = portfolioReport.rules['fees'] || null;
+
+        this.changeDetectorRef.markForCheck();
+      });
+
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((state) => {
         if (state?.user) {
           this.user = state.user;
 
+          this.hasPermissionToCreateOrder = hasPermission(
+            this.user.permissions,
+            permissions.createOrder
+          );
+
           this.hasPermissionToUpdateUserSettings = hasPermission(
             this.user.permissions,
             permissions.updateUserSettings

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

@@ -3,8 +3,15 @@
     <div class="col-lg">
       <h3 class="d-flex justify-content-center mb-3" i18n>FIRE</h3>
       <div>
-        <h4 class="mb-3" i18n>Calculator</h4>
+        <h4 class="align-items-center d-flex mb-3">
+          <span i18n>Calculator</span
+          ><gf-premium-indicator
+            *ngIf="user?.subscription?.type === 'Basic'"
+            class="ml-1"
+          ></gf-premium-indicator>
+        </h4>
         <gf-fire-calculator
+          [colorScheme]="user?.settings?.colorScheme"
           [currency]="user?.settings?.baseCurrency"
           [deviceType]="deviceType"
           [fireWealth]="fireWealth?.toNumber()"
@@ -17,7 +24,13 @@
     </div>
   </div>
   <div>
-    <h4 i18n>4% Rule</h4>
+    <h4 class="align-items-center d-flex">
+      <span i18n>4% Rule</span
+      ><gf-premium-indicator
+        *ngIf="user?.subscription?.type === 'Basic'"
+        class="ml-1"
+      ></gf-premium-indicator>
+    </h4>
     <div *ngIf="isLoading">
       <ngx-skeleton-loader
         animation="pulse"
@@ -35,7 +48,7 @@
         }"
       ></ngx-skeleton-loader>
     </div>
-    <div *ngIf="!isLoading">
+    <div *ngIf="!isLoading" i18n>
       If you retire today, you would be able to withdraw
       <span class="font-weight-bold"
         ><gf-value
@@ -66,3 +79,61 @@
     </div>
   </div>
 </div>
+
+<div class="container mt-5">
+  <div class="row">
+    <div class="col">
+      <h3 class="align-items-center d-flex justify-content-center mb-3">
+        X-ray
+      </h3>
+      <p class="mb-4">
+        Ghostfolio X-ray uses static analysis to identify potential issues and
+        risks in your portfolio.
+        <span class="d-none"
+          >It will be highly configurable in the future: activate / deactivate
+          rules and customize the thresholds to match your personal investment
+          style.</span
+        >
+      </p>
+      <div class="mb-4">
+        <h4 class="align-items-center d-flex m-0">
+          <span>Currency Cluster Risks</span
+          ><gf-premium-indicator
+            *ngIf="user?.subscription?.type === 'Basic'"
+            class="ml-1"
+          ></gf-premium-indicator>
+        </h4>
+        <gf-rules
+          [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
+          [rules]="currencyClusterRiskRules"
+        ></gf-rules>
+      </div>
+      <div class="mb-4">
+        <h4 class="align-items-center d-flex m-0">
+          <span>Account Cluster Risks</span
+          ><gf-premium-indicator
+            *ngIf="user?.subscription?.type === 'Basic'"
+            class="ml-1"
+          ></gf-premium-indicator>
+        </h4>
+        <gf-rules
+          [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
+          [rules]="accountClusterRiskRules"
+        ></gf-rules>
+      </div>
+      <div>
+        <h4 class="align-items-center d-flex m-0">
+          <span>Fees</span
+          ><gf-premium-indicator
+            *ngIf="user?.subscription?.type === 'Basic'"
+            class="ml-1"
+          ></gf-premium-indicator>
+        </h4>
+        <gf-rules
+          [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
+          [rules]="feeRules"
+        ></gf-rules>
+      </div>
+    </div>
+  </div>
+</div>

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

@@ -1,6 +1,8 @@
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { GfRulesModule } from '@ghostfolio/client/components/rules/rules.module';
 import { GfFireCalculatorModule } from '@ghostfolio/ui/fire-calculator';
+import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
@@ -13,6 +15,8 @@ import { FirePageComponent } from './fire-page.component';
     CommonModule,
     FirePageRoutingModule,
     GfFireCalculatorModule,
+    GfPremiumIndicatorModule,
+    GfRulesModule,
     GfValueModule,
     NgxSkeletonLoaderModule
   ],

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

@@ -13,6 +13,7 @@ import {
   User
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { translate } from '@ghostfolio/ui/i18n';
 import { AssetClass, DataSource } from '@prisma/client';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject, Subscription } from 'rxjs';
@@ -130,7 +131,7 @@ export class HoldingsPageComponent implements OnDestroy, OnInit {
           for (const assetClass of Object.keys(AssetClass)) {
             assetClassFilters.push({
               id: assetClass,
-              label: assetClass,
+              label: translate(assetClass),
               type: 'ASSET_CLASS'
             });
           }
@@ -192,6 +193,7 @@ export class HoldingsPageComponent implements OnDestroy, OnInit {
             dataSource,
             symbol,
             baseCurrency: this.user?.settings?.baseCurrency,
+            colorScheme: this.user?.settings?.colorScheme,
             deviceType: this.deviceType,
             hasImpersonationId: this.hasImpersonationId,
             hasPermissionToReportDataGlitch: hasPermission(

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

@@ -7,9 +7,45 @@ import { PortfolioPageComponent } from './portfolio-page.component';
 const routes: Routes = [
   {
     canActivate: [AuthGuard],
+    children: [
+      { path: '', redirectTo: 'analysis', pathMatch: 'full' },
+      {
+        path: 'analysis',
+        loadChildren: () =>
+          import('./analysis/analysis-page.module').then(
+            (m) => m.AnalysisPageModule
+          )
+      },
+      {
+        path: 'holdings',
+        loadChildren: () =>
+          import('./holdings/holdings-page.module').then(
+            (m) => m.HoldingsPageModule
+          )
+      },
+      {
+        path: 'activities',
+        loadChildren: () =>
+          import('./activities/activities-page.module').then(
+            (m) => m.ActivitiesPageModule
+          )
+      },
+      {
+        path: 'allocations',
+        loadChildren: () =>
+          import('./allocations/allocations-page.module').then(
+            (m) => m.AllocationsPageModule
+          )
+      },
+      {
+        path: 'fire',
+        loadChildren: () =>
+          import('./fire/fire-page.module').then((m) => m.FirePageModule)
+      }
+    ],
     component: PortfolioPageComponent,
     path: '',
-    title: 'Portfolio'
+    title: $localize`Portfolio`
   }
 ];
 

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

@@ -1,19 +1,30 @@
-import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import {
+  ChangeDetectorRef,
+  Component,
+  HostBinding,
+  OnDestroy,
+  OnInit
+} from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { User } from '@ghostfolio/common/interfaces';
+import { InfoItem, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
 @Component({
-  host: { class: 'page' },
   selector: 'gf-portfolio-page',
   styleUrls: ['./portfolio-page.scss'],
   templateUrl: './portfolio-page.html'
 })
 export class PortfolioPageComponent implements OnDestroy, OnInit {
-  public hasPermissionForSubscription: boolean;
+  @HostBinding('class.with-info-message') get getHasMessage() {
+    return this.hasMessage;
+  }
+
+  public hasMessage: boolean;
+  public info: InfoItem;
+  public tabs: { iconName: string; path: string }[] = [];
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
@@ -23,26 +34,34 @@ export class PortfolioPageComponent implements OnDestroy, OnInit {
     private dataService: DataService,
     private userService: UserService
   ) {
-    const { globalPermissions } = this.dataService.fetchInfo();
+    this.info = this.dataService.fetchInfo();
 
-    this.hasPermissionForSubscription = hasPermission(
-      globalPermissions,
-      permissions.enableSubscription
-    );
-  }
-
-  public ngOnInit() {
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((state) => {
         if (state?.user) {
+          this.tabs = [
+            { iconName: 'analytics-outline', path: 'analysis' },
+            { iconName: 'wallet-outline', path: 'holdings' },
+            { iconName: 'swap-horizontal-outline', path: 'activities' },
+            { iconName: 'pie-chart-outline', path: 'allocations' },
+            { iconName: 'calculator-outline', path: 'fire' }
+          ];
           this.user = state.user;
 
+          this.hasMessage =
+            hasPermission(
+              this.user?.permissions,
+              permissions.createUserAccount
+            ) || !!this.info.systemMessage;
+
           this.changeDetectorRef.markForCheck();
         }
       });
   }
 
+  public ngOnInit() {}
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();

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

@@ -1,134 +1,15 @@
-<div class="container">
-  <h3 class="d-flex justify-content-center mb-3" i18n>Portfolio</h3>
-  <div class="row">
-    <div class="col-xs-12 col-md-6 mb-3">
-      <mat-card class="d-flex flex-column h-100">
-        <h4 i18n>Holdings</h4>
-        <div class="flex-grow-1" i18n>
-          Get an overview of your current holdings.
-        </div>
-        <div class="mt-2 text-right">
-          <a
-            color="primary"
-            mat-button
-            [routerLink]="['/portfolio', 'holdings']"
-          >
-            <span i18n>Open Holdings</span>
-            <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
-          </a>
-        </div>
-      </mat-card>
-    </div>
-    <div class="col-xs-12 col-md-6 mb-3">
-      <mat-card class="d-flex flex-column h-100">
-        <h4 i18n>Activities</h4>
-        <div class="flex-grow-1" i18n>
-          Manage your activities: stocks, ETFs, cryptocurrencies, dividend, and
-          valuables.
-        </div>
-        <div class="mt-2 text-right">
-          <a
-            color="primary"
-            mat-button
-            [routerLink]="['/portfolio', 'activities']"
-          >
-            <span i18n>Open Activities</span>
-            <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
-          </a>
-        </div>
-      </mat-card>
-    </div>
-    <div class="col-xs-12 col-md-6 mb-3">
-      <mat-card class="d-flex flex-column h-100">
-        <h4 class="align-items-center d-flex">
-          <span i18n>Allocations</span>
-          <gf-premium-indicator
-            *ngIf="user?.subscription?.type === 'Basic'"
-            class="ml-1"
-          ></gf-premium-indicator>
-        </h4>
-        <div class="flex-grow-1" i18n>
-          Check the allocations of your portfolio by account, asset class,
-          currency, sector and region.
-        </div>
-        <div class="mt-2 text-right">
-          <a
-            color="primary"
-            mat-button
-            [routerLink]="['/portfolio', 'allocations']"
-          >
-            <span i18n>Open Allocations</span>
-            <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
-          </a>
-        </div>
-      </mat-card>
-    </div>
-    <div class="col-xs-12 col-md-6 mb-3">
-      <mat-card class="d-flex flex-column h-100">
-        <h4 class="align-items-center d-flex">
-          <span i18n>Analysis</span>
-          <gf-premium-indicator
-            *ngIf="user?.subscription?.type === 'Basic'"
-            class="ml-1"
-          ></gf-premium-indicator>
-        </h4>
-        <div class="flex-grow-1" i18n>
-          Ghostfolio Analysis visualizes your portfolio and shows your top and
-          bottom performers.
-        </div>
-        <div class="mt-2 text-right">
-          <a
-            color="primary"
-            mat-button
-            [routerLink]="['/portfolio', 'analysis']"
-          >
-            <span i18n>Open Analysis</span>
-            <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
-          </a>
-        </div>
-      </mat-card>
-    </div>
-    <div class="col-xs-12 col-md-6 mb-3">
-      <mat-card class="d-flex flex-column h-100">
-        <h4 class="align-items-center d-flex">
-          <span>X-ray</span>
-          <gf-premium-indicator
-            *ngIf="user?.subscription?.type === 'Basic'"
-            class="ml-1"
-          ></gf-premium-indicator>
-        </h4>
-        <div class="flex-grow-1" i18n>
-          Ghostfolio X-ray uses static analysis to identify potential issues and
-          risks in your portfolio.
-        </div>
-        <div class="mt-2 text-right">
-          <a color="primary" mat-button [routerLink]="['/portfolio', 'report']">
-            <span i18n>Open X-ray</span>
-            <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
-          </a>
-        </div>
-      </mat-card>
-    </div>
-    <div class="col-xs-12 col-md-6 mb-3">
-      <mat-card class="d-flex flex-column h-100">
-        <h4 class="align-items-center d-flex">
-          <span i18n>FIRE</span>
-          <gf-premium-indicator
-            *ngIf="user?.subscription?.type === 'Basic'"
-            class="ml-1"
-          ></gf-premium-indicator>
-        </h4>
-        <div class="flex-grow-1" i18n>
-          Ghostfolio FIRE calculates metrics for the
-          <i>Financial Independence, Retire Early</i> lifestyle.
-        </div>
-        <div class="mt-2 text-right">
-          <a color="primary" mat-button [routerLink]="['/portfolio', 'fire']">
-            <span i18n>Open FIRE</span>
-            <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
-          </a>
-        </div>
-      </mat-card>
-    </div>
-  </div>
-</div>
+<router-outlet></router-outlet>
+
+<nav mat-align-tabs="center" mat-tab-nav-bar>
+  <a
+    #rla="routerLinkActive"
+    *ngFor="let tab of tabs"
+    class="px-3"
+    mat-tab-link
+    routerLinkActive
+    [active]="rla.isActive"
+    [routerLink]="tab.path"
+  >
+    <ion-icon size="large" [name]="tab.iconName"></ion-icon>
+  </a>
+</nav>

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

@@ -1,9 +1,7 @@
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatButtonModule } from '@angular/material/button';
-import { MatCardModule } from '@angular/material/card';
+import { MatTabsModule } from '@angular/material/tabs';
 import { RouterModule } from '@angular/router';
-import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
 
 import { PortfolioPageRoutingModule } from './portfolio-page-routing.module';
 import { PortfolioPageComponent } from './portfolio-page.component';
@@ -12,9 +10,7 @@ import { PortfolioPageComponent } from './portfolio-page.component';
   declarations: [PortfolioPageComponent],
   imports: [
     CommonModule,
-    GfPremiumIndicatorModule,
-    MatButtonModule,
-    MatCardModule,
+    MatTabsModule,
     PortfolioPageRoutingModule,
     RouterModule
   ],

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

@@ -1,10 +1,46 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
 :host {
   color: rgb(var(--dark-primary-text));
-  display: block;
+  display: flex;
+  flex-direction: column;
+  height: calc(100vh - 5rem);
+  overflow-y: auto;
 
-  .mat-card {
-    .mat-button-disabled {
-      pointer-events: none;
+  padding-bottom: env(safe-area-inset-bottom);
+  padding-bottom: constant(safe-area-inset-bottom);
+
+  ::ng-deep {
+    gf-activities-page,
+    gf-allocations-page,
+    gf-analysis-page,
+    gf-holdings-page,
+    gf-fire-page {
+      flex: 1 1 auto;
+      overflow-y: auto;
+    }
+
+    .mat-tab-header {
+      border-bottom: 0;
+
+      .mat-ink-bar {
+        visibility: hidden !important;
+      }
+
+      .mat-tab-label-active {
+        color: rgba(var(--palette-primary-500), 1);
+        opacity: 1;
+      }
+
+      .mat-tab-link {
+        &:hover {
+          opacity: 0.75;
+        }
+
+        @media (max-width: 599px) {
+          min-width: unset;
+        }
+      }
     }
   }
 }

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

@@ -1,20 +0,0 @@
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
-import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
-
-import { ReportPageComponent } from './report-page.component';
-
-const routes: Routes = [
-  {
-    canActivate: [AuthGuard],
-    component: ReportPageComponent,
-    path: '',
-    title: 'X-ray'
-  }
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class ReportPageRoutingModule {}

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

@@ -1,64 +0,0 @@
-import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
-import { DataService } from '@ghostfolio/client/services/data.service';
-import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { PortfolioReportRule, User } from '@ghostfolio/common/interfaces';
-import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import { Subject } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
-
-@Component({
-  host: { class: 'page' },
-  selector: 'gf-report-page',
-  styleUrls: ['./report-page.scss'],
-  templateUrl: './report-page.html'
-})
-export class ReportPageComponent implements OnDestroy, OnInit {
-  public accountClusterRiskRules: PortfolioReportRule[];
-  public currencyClusterRiskRules: PortfolioReportRule[];
-  public feeRules: PortfolioReportRule[];
-  public hasPermissionToCreateOrder: boolean;
-  public user: User;
-
-  private unsubscribeSubject = new Subject<void>();
-
-  public constructor(
-    private changeDetectorRef: ChangeDetectorRef,
-    private dataService: DataService,
-    private userService: UserService
-  ) {}
-
-  public ngOnInit() {
-    this.dataService
-      .fetchPortfolioReport()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((portfolioReport) => {
-        this.accountClusterRiskRules =
-          portfolioReport.rules['accountClusterRisk'] || null;
-        this.currencyClusterRiskRules =
-          portfolioReport.rules['currencyClusterRisk'] || null;
-        this.feeRules = portfolioReport.rules['fees'] || null;
-
-        this.changeDetectorRef.markForCheck();
-      });
-
-    this.userService.stateChanged
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((state) => {
-        if (state?.user) {
-          this.user = state.user;
-
-          this.hasPermissionToCreateOrder = hasPermission(
-            this.user.permissions,
-            permissions.createOrder
-          );
-
-          this.changeDetectorRef.markForCheck();
-        }
-      });
-  }
-
-  public ngOnDestroy() {
-    this.unsubscribeSubject.next();
-    this.unsubscribeSubject.complete();
-  }
-}