Release 1.287.0 (#2136)

* Hide the average buy price if no holding

* Update changelog

.env.example

@@ -12,5 +12,5 @@ POSTGRES_PASSWORD=<INSERT_POSTGRES_PASSWORD>
 
 ACCESS_TOKEN_SALT=<INSERT_RANDOM_STRING>
 ALPHA_VANTAGE_API_KEY=
-DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer
+DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?connect_timeout=300&sslmode=prefer
 JWT_SECRET_KEY=<INSERT_RANDOM_STRING>

.eslintrc.json

@@ -1,12 +1,12 @@
 {
   "root": true,
   "ignorePatterns": ["**/*"],
-  "plugins": ["@nrwl/nx"],
+  "plugins": ["@nx"],
   "overrides": [
     {
       "files": ["*.ts", "*.tsx", "*.js", "*.jsx"],
       "rules": {
-        "@nrwl/nx/enforce-module-boundaries": [
+        "@nx/enforce-module-boundaries": [
           "error",
           {
             "enforceBuildableLibDependency": true,
@@ -23,12 +23,12 @@
     },
     {
       "files": ["*.ts", "*.tsx"],
-      "extends": ["plugin:@nrwl/nx/typescript"],
+      "extends": ["plugin:@nx/typescript"],
       "rules": {}
     },
     {
       "files": ["*.js", "*.jsx"],
-      "extends": ["plugin:@nrwl/nx/javascript"],
+      "extends": ["plugin:@nx/javascript"],
       "rules": {}
     },
     {
@@ -113,5 +113,6 @@
         "radix": "error"
       }
     }
-  ]
+  ],
+  "extends": [null, "plugin:storybook/recommended"]
 }

.github/ISSUE_TEMPLATE/bug_report.md

@@ -6,7 +6,7 @@ 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).
+The Issue tracker is **ONLY** used for reporting bugs. New features should be discussed in our [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) community or in [Discussions](https://github.com/ghostfolio/ghostfolio/discussions).
 
 **Bug Description**
 
@@ -36,6 +36,7 @@ The Issue tracker is **ONLY** used for reporting bugs. New features should be di
 
 <!-- Please complete the following information -->
 
+- Cloud or Self-hosted
 - Ghostfolio Version X.Y.Z
 - Browser
 - OS

.github/workflows/build-code.yml

@@ -10,7 +10,7 @@ jobs:
     strategy:
       matrix:
         node_version:
-          - 16
+          - 18
     steps:
       - name: Checkout code
         uses: actions/checkout@v3

.nvmrc

@@ -1 +1 @@
-v16
+v18

.storybook/main.js

@@ -1,8 +0,0 @@
-module.exports = {
-  // uncomment the property below if you want to apply some webpack config globally
-  // webpackFinal: async (config, { configType }) => {
-  //   // Make whatever fine-grained changes you need that should apply to all storybook configs
-  //   // Return the altered config
-  //   return config;
-  // },
-};

.storybook/tsconfig.json

@@ -1,10 +0,0 @@
-{
-  "extends": "../tsconfig.base.json",
-  "exclude": [
-    "../**/*.spec.js",
-    "../**/*.spec.ts",
-    "../**/*.spec.tsx",
-    "../**/*.spec.jsx"
-  ],
-  "include": ["../**/*"]
-}

.vscode/launch.json

@@ -2,32 +2,33 @@
   "version": "0.2.0",
   "configurations": [
     {
-      "name": "Debug Jest File",
-      "type": "node",
-      "request": "launch",
-      "program": "${workspaceFolder}/node_modules/@nrwl/cli/bin/nx",
       "args": [
         "test",
         "--codeCoverage=false",
         "--testFile=${workspaceFolder}/apps/api/src/app/portfolio/portfolio-calculator-novn-buy-and-sell.spec.ts"
       ],
+      "console": "internalConsole",
       "cwd": "${workspaceFolder}",
-      "console": "internalConsole"
+      "name": "Debug Jest",
+      "program": "${workspaceFolder}/node_modules/@nrwl/cli/bin/nx",
+      "request": "launch",
+      "type": "node"
     },
     {
-      "envFile": "${workspaceFolder}/.env",
-      "type": "node",
-      "request": "launch",
-      "name": "Launch Program",
-      "program": "${workspaceFolder}/apps/api/src/main.ts",
-      "runtimeArgs": ["--nolazy", "-r", "ts-node/register"],
-      "outFiles": ["${workspaceFolder}/dist/apps/api/**/*.js"],
       "autoAttachChildProcesses": true,
+      "console": "integratedTerminal",
+      "cwd": "${workspaceFolder}/apps/api",
+      "envFile": "${workspaceFolder}/.env",
+      "name": "Debug API",
+      "outFiles": ["${workspaceFolder}/dist/apps/api/**/*.js"],
+      "program": "${workspaceFolder}/apps/api/src/main.ts",
+      "request": "launch",
+      "runtimeArgs": ["--nolazy", "-r", "ts-node/register"],
       "skipFiles": [
         "${workspaceFolder}/node_modules/**/*.js",
         "<node_internals>/**/*.js"
       ],
-      "console": "integratedTerminal"
+      "type": "node"
     }
   ]
 }

CHANGELOG.md

@@ -5,6 +5,579 @@ 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).
 
+## 1.287.0 - 2023-07-09
+
+### Changed
+
+- Hid the average buy price in the position detail chart if there is no holding
+- Improved the language localization for French (`fr`)
+- Refactored the blog articles to standalone components
+
+### Fixed
+
+- Fixed the sorting by currency in the activities table
+
+## 1.286.0 - 2023-07-03
+
+### Fixed
+
+- Fixed the creation of (wealth) items and liabilities
+
+## 1.285.0 - 2023-07-01
+
+### Added
+
+- Added a blog post: _Exploring the Path to Financial Independence and Retiring Early (FIRE)_
+- Added pagination to the historical market data table of the admin control panel
+- Added the attribute `headers` to the scraper configuration
+
+### Changed
+
+- Extended the asset profile details dialog in the admin control panel by the scraper configuration
+- Improved the language localization for German (`de`)
+
+## 1.284.0 - 2023-06-27
+
+### Added
+
+- Added the currency to the cash balance in the create or update account dialog
+- Added the ability to add an index for benchmarks as an asset profile in the admin control panel
+
+### Changed
+
+- Upgraded the _Internet Identity_ dependencies from version `0.15.1` to `0.15.7`
+
+### Fixed
+
+- Fixed an issue with the clone functionality of a transaction caused by the symbol search component
+
+## 1.283.5 - 2023-06-25
+
+### Added
+
+- Added the caching for current market prices
+- Added a loading indicator to the import dividends dialog
+- Set up the `helmet` middleware to protect the app from web vulnerabilities by setting HTTP headers
+
+### Changed
+
+- Improved the selected item of the holding selector in the import dividends dialog
+- Extended the symbol search component by asset sub classes
+
+## 1.282.0 - 2023-06-19
+
+### Added
+
+- Added an icon to the external links in the footer navigation
+- Added the ability to add an asset profile in the admin control panel
+
+### Changed
+
+- Harmonized the use of permissions on the about page
+- Harmonized the use of permissions on the landing page
+- Improved the language localization for German (`de`)
+- Improved the language localization for Portuguese (`pt`)
+- Updated the binary targets of `linux-arm64-openssl` for `prisma`
+
+## 1.281.0 - 2023-06-17
+
+### Added
+
+- Extended the feature overview page by liabilities
+- Set up the language localization for Portuguese (`pt`)
+
+### Changed
+
+- Extracted the symbol search to a dedicated component
+- Improved the column headers in the holdings table for mobile
+- Upgraded `prisma` from version `4.14.1` to `4.15.0`
+
+## 1.280.1 - 2023-06-10
+
+### Added
+
+- Added support for liabilities
+
+## 1.279.0 - 2023-06-10
+
+### Added
+
+- Supported a note for accounts
+
+### Changed
+
+- Improved the language localization for French (`fr`)
+
+### Fixed
+
+- Fixed an issue with the value nullification related to the investment streaks
+- Fixed an issue in the public page related to the impersonation service
+
+## 1.278.0 - 2023-06-09
+
+### Changed
+
+- Extended the clone functionality of a transaction by the quantity
+- Changed the direction of the ellipsis icon in various tables
+- Extracted the license to a dedicated tab on the about page
+- Displayed the link to the markets overview in the footer based on a permission
+- Improved the spacing in the benchmark comparator
+- Refreshed the cryptocurrencies list
+- Upgraded `Node.js` from version `16` to `18` (`Dockerfile`)
+
+## 1.277.0 - 2023-06-07
+
+### Added
+
+- Added the investment streaks to the analysis page
+- Added support for a unit in the value component
+- Added a semantic list structure to the header navigation
+- Added a default value for the `includeHistoricalData` attribute in the symbol data endpoint
+
+### Fixed
+
+- Fixed an issue with the date format parsing in the activities import
+
+## 1.276.0 - 2023-06-03
+
+### Added
+
+- Added tabs to the about page
+- Added the `changefreq` attribute to the sitemap
+
+### Changed
+
+- Improved the routes of the tabs
+- Enforced a stricter date format in the activities import: `dd-MM-yyyy` instead of `dd-MM-yy`
+- Updated the URL of the Ghostfolio Slack channel
+- Removed the _Ghostfolio in Numbers_ section from the about page
+
+### Fixed
+
+- Fixed an issue with the price when creating a `Subscription`
+
+## 1.275.0 - 2023-05-30
+
+### Changed
+
+- Extended the footer navigation by the localized Ghostfolio versions
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed the exchange rate service for a specific date (indirect calculation via base currency) used in activities with a manual currency
+
+## 1.274.0 - 2023-05-29
+
+### Added
+
+- Extended the footer by a navigation
+- Extended the testimonial section on the landing page
+- Added localized meta descriptions
+- Added support for localized routes in Spanish (`es`)
+
+### Changed
+
+- Improved the activities import dialog
+- Improved the language localization for German (`de`)
+
+## 1.273.0 - 2023-05-28
+
+### Added
+
+- Added a stepper to the activities import dialog
+- Added a link to manage the benchmarks to the benchmark comparator
+- Added support for localized routes
+
+### Fixed
+
+- Fixed an issue in the data source transformation
+
+## 1.272.0 - 2023-05-26
+
+### Added
+
+- Added support to set an asset profile as a benchmark
+
+### Changed
+
+- Decreased the density of the `@angular/material` tables
+- Improved the portfolio proportion chart component by supporting case insensitive names
+- Improved the breadcrumb navigation style in the blog post pages for mobile
+- Improved the error handling in the delete user endpoint
+- Improved the style of the _Changelog & License_ button on the about page
+- Upgraded `ionicons` from version `6.1.2` to `7.1.0`
+
+## 1.271.0 - 2023-05-20
+
+### Added
+
+- Added the historical data and search functionality for the `FINANCIAL_MODELING_PREP` data source type
+- Added a blog post: _Unlock your Financial Potential with Ghostfolio_
+
+### Changed
+
+- Improved the local number formatting in the value component
+- Changed the uptime to the last 90 days on the _Open Startup_ (`/open`) page
+
+### Fixed
+
+- Fixed the vertical alignment in the toggle component
+
+## 1.270.1 - 2023-05-19
+
+### Added
+
+- Added the cash balance and the value of equity to the account detail dialog
+- Added a check for duplicates to the preview step of the import dividends dialog
+- Added an error message for duplicates to the preview step of the activities import
+- Added a connection timeout to the environment variable `DATABASE_URL`
+- Introduced the _Open Startup_ (`/open`) page with aggregated key metrics including uptime
+
+### Changed
+
+- Improved the mobile layout of the portfolio summary tab on the home page
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `4.13.0` to `4.14.1`
+
+### Fixed
+
+- Improved the _Select all_ activities checkbox state after importing activities including a duplicate
+- Fixed an issue with the data source transformation in the import dividends dialog
+- Fixed the _Storybook_ setup
+
+## 1.269.0 - 2023-05-11
+
+### Added
+
+- Added `FINANCIAL_MODELING_PREP` as a new data source type
+
+### Changed
+
+- Improved the market price on the first buy date in the chart of the position detail dialog
+- Restructured the admin control panel with a new settings tab
+
+### Fixed
+
+- Fixed an error that occurred while editing an activity caused by the cash balance update
+
+## 1.268.0 - 2023-05-08
+
+### Added
+
+- Added `depends_on` and `healthcheck` for the _Postgres_ and _Redis_ services to the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`)
+
+### Changed
+
+- Improved the preview step of the activities import by unchecking duplicates
+- Upgraded `yahoo-finance2` from version `2.3.10` to `2.4.1`
+
+## 1.267.0 - 2023-05-07
+
+### Added
+
+- Added support for the _Stripe_ checkout to the pricing page
+
+### Changed
+
+- Improved the management of platforms in the admin control panel
+- Improved the style of the interstitial for the subscription
+- Improved the language localization for German (`de`)
+- Upgraded `Nx` from version `15.9.2` to `16.0.3`
+
+## 1.266.0 - 2023-05-06
+
+### Added
+
+- Introduced the option to update the cash balance of an account when adding an activity
+- Added support for the management of platforms in the admin control panel
+- Added _DEV Community_ to the _As seen in_ section on the landing page
+
+### Changed
+
+- Upgraded `class-transformer` from version `0.3.2` to `0.5.1`
+- Upgraded `class-validator` from version `0.13.1` to `0.14.0`
+- Upgraded `prisma` from version `4.12.0` to `4.13.0`
+
+### Fixed
+
+- Added a fallback to use `quoteSummary(symbol)` if `quote(symbols)` fails in the _Yahoo Finance_ service
+- Added the missing `dataSource` attribute to the activities import
+
+## 1.265.0 - 2023-05-01
+
+### Changed
+
+- Improved the tooltip of the portfolio proportion chart component
+
+### Fixed
+
+- Fixed the missing platform name in the allocations by platform chart on the allocations page
+
+## 1.264.0 - 2023-05-01
+
+### Added
+
+- Introduced the allocations by platform chart on the allocations page
+
+### Changed
+
+- Deprecated the use of the environment variable `BASE_CURRENCY`
+- Cleaned up initial values from the _X-ray_ section
+
+## 1.263.0 - 2023-04-30
+
+### Changed
+
+- Split the environment variable `DATA_SOURCE_PRIMARY` in `DATA_SOURCE_EXCHANGE_RATES` and `DATA_SOURCE_IMPORT`
+
+### Fixed
+
+- Fixed the exception on the accounts page
+
+## 1.262.0 - 2023-04-29
+
+### Added
+
+- Added the labels to the tabs to increase the usability
+- Extended the support of the impersonation mode for local development
+
+### Changed
+
+- Improved the queue jobs implementation by adding / updating historical market data in bulk
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Improved the holdings table by showing the cash position also when the filter contains the accounts, so that we can see the total allocation for that account
+
+## 1.261.0 - 2023-04-25
+
+### Added
+
+- Introduced a new button to delete all activities from the portfolio activities page
+- Added `state` to the `MarketData` database schema to distinguish `CLOSE` and `INTRADAY` in the data gathering
+- Added the distance to now to the subscription expiration date in the users table of the admin control panel
+
+## 1.260.0 - 2023-04-23
+
+### Added
+
+- Added `dataSource` as a unique constraint to the `MarketData` database schema
+
+### Fixed
+
+- Removed the unnecessary sort header of the comment column in the historical market data table of the admin control panel
+
+## 1.259.0 - 2023-04-22
+
+### Added
+
+- Added a fallback to historical market data if a data provider does not provide live data
+- Added a general health check endpoint
+- Added health check endpoints for data providers
+
+### Changed
+
+- Persisted today's market data continuously
+
+### Fixed
+
+- Fixed the alignment of the performance column header in the holdings table
+- Removed the unnecessary sort header of the comment column in the activities table
+- Fixed the targets in `proxy.conf.json` from `http://localhost:3333` to `http://0.0.0.0:3333` for local development
+
+## 1.258.0 - 2023-04-20
+
+### Added
+
+- Introduced a data source mapping
+
+## 1.257.0 - 2023-04-18
+
+### Added
+
+- Introduced the allocations by ETF provider chart on the allocations page
+
+### Fixed
+
+- Fixed an issue in the global heat map component caused by manipulating an input property
+- Fixed an issue with the currency inconsistency in the _EOD Historical Data_ service (convert from `GBX` to `GBp`)
+
+## 1.256.0 - 2023-04-17
+
+### Added
+
+- Added the _Yahoo Finance_ data enhancer for countries, sectors and urls
+
+### Changed
+
+- Enabled the configuration to immediately remove queue jobs on complete
+- Refactored the implementation of removing queue jobs
+
+### Fixed
+
+- Fixed the unique job ids of the gather asset profile process
+- Fixed the style of the button to fetch the current market price
+
+## 1.255.0 - 2023-04-15
+
+### Added
+
+- Made the system message expandable
+
+### Changed
+
+- Skipped creating queue jobs for asset profiles with `MANUAL` data source not having a scraper configuration
+- Reduced the execution interval of the data gathering to every hour
+- Upgraded `prisma` from version `4.11.0` to `4.12.0`
+
+### Fixed
+
+- Improved the style of the system message
+
+## 1.254.0 - 2023-04-14
+
+### Changed
+
+- Improved the queue jobs implementation by adding in bulk
+- Improved the queue jobs implementation by introducing unique job ids
+- Reverted the execution interval of the data gathering from every 12 hours to every 4 hours
+
+## 1.253.0 - 2023-04-14
+
+### Changed
+
+- Reduced the execution interval of the data gathering to every 12 hours
+
+### Fixed
+
+- Fixed the background color of dialogs in dark mode
+
+## 1.252.2 - 2023-04-11
+
+### Changed
+
+- Deprecated the `auth` endpoint of the login with _Security Token_ (`GET`)
+
+## 1.252.1 - 2023-04-10
+
+### Changed
+
+- Changed the slide toggles to checkboxes on the account page
+- Changed the slide toggles to checkboxes in the admin control panel
+- Increased the density of the theme
+- Migrated the style of various components to `@angular/material` `15` (mdc)
+- Upgraded `@angular/cdk` and `@angular/material` from version `15.2.5` to `15.2.6`
+- Upgraded `bull` from version `4.10.2` to `4.10.4`
+
+## 1.251.0 - 2023-04-07
+
+### Changed
+
+- Improved the activities import for `csv` files exported by _Interactive Brokers_
+- Improved the rendering of the chart ticks (`0.5K` → `500`)
+- Increased the historical market data gathering of currency pairs to 10+ years
+- Improved the content of the Frequently Asked Questions (FAQ) page
+- Improved the content of the pricing page
+- Changed the `auth` endpoint of the login with _Security Token_ from `GET` to `POST`
+- Changed the `auth` endpoint of the _Internet Identity_ login provider from `GET` to `POST`
+- Migrated the style of the `libs` components to `@angular/material` `15` (mdc)
+  - `ActivitiesFilterComponent`
+  - `ActivitiesTableComponent`
+  - `BenchmarkComponent`
+  - `HoldingsTableComponent`
+- Upgraded `angular` from version `15.1.5` to `15.2.5`
+- Upgraded `Nx` from version `15.7.2` to `15.9.2`
+
+## 1.250.0 - 2023-04-02
+
+### Added
+
+- Added support for multiple subscription offers
+
+### Changed
+
+- Improved the portfolio evolution chart (ignore first item)
+- Improved the accounts import by handling the platform
+
+### Fixed
+
+- Fixed an issue with more than 50 activities in the activities import (`dryRun`)
+
+## 1.249.0 - 2023-03-27
+
+### Added
+
+- Extended the testimonial section on the landing page
+
+### Changed
+
+- Improved the loading state of the value component on the allocations page
+- Improved the value component by always showing the label (also while loading)
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed an issue with the algebraic sign in the value component
+
+## 1.248.0 - 2023-03-25
+
+### Added
+
+- Added a blog post: _Ghostfolio reaches 1’000 Stars on GitHub_
+- Added a breadcrumb navigation to the blog post pages
+
+### Changed
+
+- Refactored the calculation of the chart
+- Hid the platform selector if no platforms are available in the create or update account dialog
+- Upgraded `ng-extract-i18n-merge` from version `2.5.0` to `2.6.0`
+
+## 1.247.0 - 2023-03-23
+
+### Added
+
+- Added the asset and asset sub class to the search functionality
+- Added the subscription expiration date to the users table of the admin control panel
+
+### Changed
+
+- Updated the URL of the Ghostfolio Slack channel
+- Upgraded `prisma` from version `4.10.1` to `4.11.0`
+
+### Fixed
+
+- Fixed the total amount calculation in the portfolio evolution chart
+
+## 1.246.0 - 2023-03-18
+
+### Added
+
+- Added support for asset and asset sub class to the `EOD_HISTORICAL_DATA` data source type
+- Added `isin` to the asset profile model
+
+### Changed
+
+- Extended the _Trackinsight_ data enhancer for asset profile data by `isin`
+- Improved the language localization for _Gather Data_
+
+### Fixed
+
+- Fixed the border color in the _FIRE_ calculator (dark mode)
+
+## 1.245.0 - 2023-03-12
+
+### Added
+
+- Added the search functionality for the `EOD_HISTORICAL_DATA` data source type
+
+### Changed
+
+- Improved the usability of the _FIRE_ calculator
+- Improved the exchange rate service for a specific date used in activities with a manual currency
+- Upgraded `ngx-device-detector` from version `3.0.0` to `5.0.1`
+
 ## 1.244.0 - 2023-03-09
 
 ### Added
@@ -166,7 +739,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Added
 
 - Added support to export accounts
-- Added suport to import accounts
+- Added support to import accounts
 
 ### Changed
 
@@ -313,7 +886,6 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Added support for the dividend timeline grouped by year
 - Added support for the investment timeline grouped by year
 - Set up the language localization for Français (`fr`)
-- Set up the language localization for Português (`pt`)
 
 ### Changed
 
@@ -593,7 +1165,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - 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`
+- Set up the `prettier` plugin `prettier-plugin-organize-attributes`
 
 ### Changed
 

DEVELOPMENT.md

@@ -18,7 +18,13 @@
 
 ### Prisma
 
-#### Create schema migration (local)
+#### Synchronize schema with database for prototyping
+
+Run `yarn database:push`
+
+https://www.prisma.io/docs/concepts/components/prisma-migrate/db-push
+
+#### Create schema migration
 
 Run `yarn prisma migrate dev --name added_job_title`
 

Dockerfile

@@ -1,4 +1,4 @@
-FROM --platform=$BUILDPLATFORM node:16-slim as builder
+FROM --platform=$BUILDPLATFORM node:18-slim as builder
 
 # Build application and add additional files
 WORKDIR /ghostfolio
@@ -50,7 +50,7 @@ COPY package.json /ghostfolio/dist/apps/api
 RUN yarn database:generate-typings
 
 # Image to run, copy everything needed from builder
-FROM node:16-slim
+FROM node:18-slim
 RUN apt update && apt install -y \
     openssl \
     && rm -rf /var/lib/apt/lists/*

README.md

@@ -145,7 +145,7 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
 ### Prerequisites
 
 - [Docker](https://www.docker.com/products/docker-desktop)
-- [Node.js](https://nodejs.org/en/download) (version 16)
+- [Node.js](https://nodejs.org/en/download) (version 18+)
 - [Yarn](https://yarnpkg.com/en/docs/install)
 - Create a local copy of this Git repository (clone)
 - Copy the file `.env.example` to `.env` and populate it with your data (`cp .env.example .env`)
@@ -200,7 +200,9 @@ 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>`.
+You can get the _Bearer Token_ via `POST http://localhost:3333/api/v1/auth/anonymous` (Body: `{ accessToken: <INSERT_SECURITY_TOKEN_OF_ACCOUNT> }`)
+
+Deprecated: `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
 
@@ -230,6 +232,7 @@ You can get the _Bearer Token_ via `GET http://localhost:3333/api/v1/auth/anonym
 | Field      | Type                | Description                                        |
 | ---------- | ------------------- | -------------------------------------------------- |
 | accountId  | string (`optional`) | Id of the account                                  |
+| comment    | string (`optional`) | Comment of the activity                            |
 | currency   | string              | `CHF` \| `EUR` \| `USD` etc.                       |
 | dataSource | string              | `MANUAL` (for type `ITEM`) \| `YAHOO`              |
 | date       | string              | Date in the format `ISO-8601`                      |
@@ -266,12 +269,12 @@ You can get the _Bearer Token_ via `GET http://localhost:3333/api/v1/auth/anonym
 
 Ghostfolio is **100% free** and **open source**. We encourage and support an active and healthy community that accepts contributions from the public - including you.
 
-Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack channel](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) or tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_). We would love to hear from you.
+Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_). We would love to hear from you.
 
 If you like to support this project, get [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) or [**Buy me a coffee**](https://www.buymeacoffee.com/ghostfolio).
 
 ## License
 
-© 2023 [Ghostfolio](https://ghostfol.io)
+© 2021 - 2023 [Ghostfolio](https://ghostfol.io)
 
 Licensed under the [AGPLv3 License](https://www.gnu.org/licenses/agpl-3.0.html).

apps/api/jest.config.ts

@@ -2,13 +2,14 @@
 export default {
   displayName: 'api',
 
-  globals: {
+  globals: {},
-    'ts-jest': {
-      tsconfig: '<rootDir>/tsconfig.spec.json'
-    }
-  },
   transform: {
-    '^.+\\.[tj]s$': 'ts-jest'
+    '^.+\\.[tj]s$': [
+      'ts-jest',
+      {
+        tsconfig: '<rootDir>/tsconfig.spec.json'
+      }
+    ]
   },
   moduleFileExtensions: ['ts', 'js', 'html'],
   coverageDirectory: '../../coverage/apps/api',

apps/api/project.json

@@ -33,7 +33,7 @@
       "outputs": ["{options.outputPath}"]
     },
     "serve": {
-      "executor": "@nrwl/node:node",
+      "executor": "@nx/node:node",
       "options": {
         "buildTarget": "api:build"
       }
@@ -45,7 +45,7 @@
       }
     },
     "test": {
-      "executor": "@nrwl/jest:jest",
+      "executor": "@nx/jest:jest",
       "options": {
         "jestConfig": "apps/api/jest.config.ts",
         "passWithNoTests": true

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

@@ -1,4 +1,4 @@
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 
 import { AccessController } from './access.controller';

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

@@ -1,4 +1,4 @@
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { AccessWithGranteeUser } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { Access, Prisma } from '@prisma/client';

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

@@ -1,6 +1,6 @@
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import { Accounts } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@@ -87,10 +87,7 @@ export class AccountController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId
   ): Promise<Accounts> {
     const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(
+      await this.impersonationService.validateImpersonationId(impersonationId);
-        impersonationId,
-        this.request.user.id
-      );
 
     return this.portfolioService.getAccountsWithAggregations({
       userId: impersonationUserId || this.request.user.id,
@@ -106,10 +103,7 @@ export class AccountController {
     @Param('id') id: string
   ): Promise<AccountWithValue> {
     const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(
+      await this.impersonationService.validateImpersonationId(impersonationId);
-        impersonationId,
-        this.request.user.id
-      );
 
     const accountsWithAggregations =
       await this.portfolioService.getAccountsWithAggregations({

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

@@ -1,11 +1,11 @@
 import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { ImpersonationModule } from '@ghostfolio/api/services/impersonation.module';
+import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 
 import { AccountController } from './account.controller';

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

@@ -1,5 +1,5 @@
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { Filter } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { Account, Order, Platform, Prisma } from '@prisma/client';
@@ -172,4 +172,47 @@ export class AccountService {
       where
     });
   }
+
+  public async updateAccountBalance({
+    accountId,
+    amount,
+    currency,
+    date,
+    userId
+  }: {
+    accountId: string;
+    amount: number;
+    currency: string;
+    date: Date;
+    userId: string;
+  }) {
+    const { balance, currency: currencyOfAccount } = await this.account({
+      id_userId: {
+        userId,
+        id: accountId
+      }
+    });
+
+    const amountInCurrencyOfAccount =
+      await this.exchangeRateDataService.toCurrencyAtDate(
+        amount,
+        currency,
+        currencyOfAccount,
+        date
+      );
+
+    if (amountInCurrencyOfAccount) {
+      await this.prismaService.account.update({
+        data: {
+          balance: new Big(balance).plus(amountInCurrencyOfAccount).toNumber()
+        },
+        where: {
+          id_userId: {
+            userId,
+            id: accountId
+          }
+        }
+      });
+    }
+  }
 }

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

@@ -1,4 +1,5 @@
 import { AccountType } from '@prisma/client';
+import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsBoolean,
   IsNumber,
@@ -6,6 +7,7 @@ import {
   IsString,
   ValidateIf
 } from 'class-validator';
+import { isString } from 'lodash';
 
 export class CreateAccountDto {
   @IsString()
@@ -14,6 +16,13 @@ export class CreateAccountDto {
   @IsNumber()
   balance: number;
 
+  @IsOptional()
+  @IsString()
+  @Transform(({ value }: TransformFnParams) =>
+    isString(value) ? value.trim() : value
+  )
+  comment?: string;
+
   @IsString()
   currency: string;
 

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

@@ -1,4 +1,5 @@
 import { AccountType } from '@prisma/client';
+import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsBoolean,
   IsNumber,
@@ -6,6 +7,7 @@ import {
   IsString,
   ValidateIf
 } from 'class-validator';
+import { isString } from 'lodash';
 
 export class UpdateAccountDto {
   @IsString()
@@ -14,6 +16,13 @@ export class UpdateAccountDto {
   @IsNumber()
   balance: number;
 
+  @IsOptional()
+  @IsString()
+  @Transform(({ value }: TransformFnParams) =>
+    isString(value) ? value.trim() : value
+  )
+  comment?: string;
+
   @IsString()
   currency: string;
 

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

@@ -1,7 +1,9 @@
-import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
 import {
+  DEFAULT_PAGE_SIZE,
   GATHER_ASSET_PROFILE_PROCESS,
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
@@ -26,11 +28,12 @@ import {
   Post,
   Put,
   Query,
-  UseGuards
+  UseGuards,
+  UseInterceptors
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { DataSource, MarketData } from '@prisma/client';
+import { DataSource, MarketData, Prisma, SymbolProfile } from '@prisma/client';
 import { isDate } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
@@ -100,16 +103,21 @@ export class AdminController {
 
     const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
 
-    for (const { dataSource, symbol } of uniqueAssets) {
+    await this.dataGatheringService.addJobsToQueue(
-      await this.dataGatheringService.addJobToQueue(
+      uniqueAssets.map(({ dataSource, symbol }) => {
-        GATHER_ASSET_PROFILE_PROCESS,
+        return {
-        {
+          data: {
-          dataSource,
+            dataSource,
-          symbol
+            symbol
-        },
+          },
-        GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+          name: GATHER_ASSET_PROFILE_PROCESS,
-      );
+          opts: {
-    }
+            ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
+            jobId: `${dataSource}-${symbol}`
+          }
+        };
+      })
+    );
 
     this.dataGatheringService.gatherMax();
   }
@@ -131,16 +139,21 @@ export class AdminController {
 
     const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
 
-    for (const { dataSource, symbol } of uniqueAssets) {
+    await this.dataGatheringService.addJobsToQueue(
-      await this.dataGatheringService.addJobToQueue(
+      uniqueAssets.map(({ dataSource, symbol }) => {
-        GATHER_ASSET_PROFILE_PROCESS,
+        return {
-        {
+          data: {
-          dataSource,
+            dataSource,
-          symbol
+            symbol
-        },
+          },
-        GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+          name: GATHER_ASSET_PROFILE_PROCESS,
-      );
+          opts: {
-    }
+            ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
+            jobId: `${dataSource}-${symbol}`
+          }
+        };
+      })
+    );
   }
 
   @Post('gather/profile-data/:dataSource/:symbol')
@@ -161,14 +174,17 @@ export class AdminController {
       );
     }
 
-    await this.dataGatheringService.addJobToQueue(
+    await this.dataGatheringService.addJobToQueue({
-      GATHER_ASSET_PROFILE_PROCESS,
+      data: {
-      {
         dataSource,
         symbol
       },
-      GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+      name: GATHER_ASSET_PROFILE_PROCESS,
-    );
+      opts: {
+        ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
+        jobId: `${dataSource}-${symbol}`
+      }
+    });
   }
 
   @Post('gather/:dataSource/:symbol')
@@ -232,7 +248,11 @@ export class AdminController {
   @Get('market-data')
   @UseGuards(AuthGuard('jwt'))
   public async getMarketData(
-    @Query('assetSubClasses') filterByAssetSubClasses?: string
+    @Query('assetSubClasses') filterByAssetSubClasses?: string,
+    @Query('skip') skip?: number,
+    @Query('sortColumn') sortColumn?: string,
+    @Query('sortDirection') sortDirection?: Prisma.SortOrder,
+    @Query('take') take?: number
   ): Promise<AdminMarketData> {
     if (
       !hasPermission(
@@ -257,7 +277,13 @@ export class AdminController {
       })
     ];
 
-    return this.adminService.getMarketData(filters);
+    return this.adminService.getMarketData({
+      filters,
+      sortColumn,
+      sortDirection,
+      skip: isNaN(skip) ? undefined : skip,
+      take: isNaN(take) ? undefined : take
+    });
   }
 
   @Get('market-data/:dataSource/:symbol')
@@ -304,9 +330,10 @@ export class AdminController {
     const date = new Date(dateString);
 
     return this.marketDataService.updateMarketData({
-      data: { ...data, dataSource },
+      data: { marketPrice: data.marketPrice, state: 'CLOSE' },
       where: {
-        date_symbol: {
+        dataSource_date_symbol: {
+          dataSource,
           date,
           symbol
         }
@@ -314,6 +341,28 @@ export class AdminController {
     });
   }
 
+  @Post('profile-data/:dataSource/:symbol')
+  @UseGuards(AuthGuard('jwt'))
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  public async addProfileData(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ): Promise<SymbolProfile | never> {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.adminService.addAssetProfile({ dataSource, symbol });
+  }
+
   @Delete('profile-data/:dataSource/:symbol')
   @UseGuards(AuthGuard('jwt'))
   public async deleteProfileData(

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

@@ -1,12 +1,12 @@
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
+import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { AdminController } from './admin.controller';

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

@@ -1,21 +1,24 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
-import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
-import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
-import { PROPERTY_CURRENCIES } from '@ghostfolio/common/config';
+import {
+  DEFAULT_PAGE_SIZE,
+  PROPERTY_CURRENCIES
+} from '@ghostfolio/common/config';
 import {
   AdminData,
   AdminMarketData,
   AdminMarketDataDetails,
-  AdminMarketDataItem,
   Filter,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
-import { Injectable } from '@nestjs/common';
+import { BadRequestException, Injectable } from '@nestjs/common';
-import { AssetSubClass, Prisma, Property } from '@prisma/client';
+import { AssetSubClass, Prisma, Property, SymbolProfile } from '@prisma/client';
 import { differenceInDays } from 'date-fns';
 import { groupBy } from 'lodash';
 
@@ -25,6 +28,7 @@ export class AdminService {
 
   public constructor(
     private readonly configurationService: ConfigurationService,
+    private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly marketDataService: MarketDataService,
     private readonly prismaService: PrismaService,
@@ -35,6 +39,38 @@ export class AdminService {
     this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
   }
 
+  public async addAssetProfile({
+    dataSource,
+    symbol
+  }: UniqueAsset): Promise<SymbolProfile | never> {
+    try {
+      const assetProfiles = await this.dataProviderService.getAssetProfiles([
+        { dataSource, symbol }
+      ]);
+
+      if (!assetProfiles[symbol]?.currency) {
+        throw new BadRequestException(
+          `Asset profile not found for ${symbol} (${dataSource})`
+        );
+      }
+
+      return await this.symbolProfileService.add(
+        assetProfiles[symbol] as Prisma.SymbolProfileCreateInput
+      );
+    } catch (error) {
+      if (
+        error instanceof Prisma.PrismaClientKnownRequestError &&
+        error.code === 'P2002'
+      ) {
+        throw new BadRequestException(
+          `Asset profile of ${symbol} (${dataSource}) already exists`
+        );
+      }
+
+      throw error;
+    }
+  }
+
   public async deleteProfileData({ dataSource, symbol }: UniqueAsset) {
     await this.marketDataService.deleteMany({ dataSource, symbol });
     await this.symbolProfileService.delete({ dataSource, symbol });
@@ -65,7 +101,21 @@ export class AdminService {
     };
   }
 
-  public async getMarketData(filters?: Filter[]): Promise<AdminMarketData> {
+  public async getMarketData({
+    filters,
+    sortColumn,
+    sortDirection,
+    skip,
+    take = DEFAULT_PAGE_SIZE
+  }: {
+    filters?: Filter[];
+    skip?: number;
+    sortColumn?: string;
+    sortDirection?: Prisma.SortOrder;
+    take?: number;
+  }): Promise<AdminMarketData> {
+    let orderBy: Prisma.Enumerable<Prisma.SymbolProfileOrderByWithRelationInput> =
+      [{ symbol: 'asc' }];
     const where: Prisma.SymbolProfileWhereInput = {};
 
     const { ASSET_SUB_CLASS: filtersByAssetSubClass } = groupBy(
@@ -75,41 +125,33 @@ export class AdminService {
       }
     );
 
-    const marketData = await this.prismaService.marketData.groupBy({
+    const marketDataItems = await this.prismaService.marketData.groupBy({
       _count: true,
       by: ['dataSource', 'symbol']
     });
 
-    let currencyPairsToGather: AdminMarketDataItem[] = [];
-
     if (filtersByAssetSubClass) {
       where.assetSubClass = AssetSubClass[filtersByAssetSubClass[0].id];
-    } else {
-      currencyPairsToGather = this.exchangeRateDataService
-        .getCurrencyPairs()
-        .map(({ dataSource, symbol }) => {
-          const marketDataItemCount =
-            marketData.find((marketDataItem) => {
-              return (
-                marketDataItem.dataSource === dataSource &&
-                marketDataItem.symbol === symbol
-              );
-            })?._count ?? 0;
-
-          return {
-            dataSource,
-            marketDataItemCount,
-            symbol,
-            countriesCount: 0,
-            sectorsCount: 0
-          };
-        });
     }
 
-    const symbolProfilesToGather: AdminMarketDataItem[] = (
+    if (sortColumn) {
-      await this.prismaService.symbolProfile.findMany({
+      orderBy = [{ [sortColumn]: sortDirection }];
+
+      if (sortColumn === 'activitiesCount') {
+        orderBy = {
+          Order: {
+            _count: sortDirection
+          }
+        };
+      }
+    }
+
+    const [assetProfiles, count] = await Promise.all([
+      this.prismaService.symbolProfile.findMany({
+        orderBy,
+        skip,
+        take,
         where,
-        orderBy: [{ symbol: 'asc' }],
         select: {
           _count: {
             select: { Order: true }
@@ -128,38 +170,48 @@ export class AdminService {
           sectors: true,
           symbol: true
         }
-      })
+      }),
-    ).map((symbolProfile) => {
+      this.prismaService.symbolProfile.count({ where })
-      const countriesCount = symbolProfile.countries
+    ]);
-        ? Object.keys(symbolProfile.countries).length
-        : 0;
-      const marketDataItemCount =
-        marketData.find((marketDataItem) => {
-          return (
-            marketDataItem.dataSource === symbolProfile.dataSource &&
-            marketDataItem.symbol === symbolProfile.symbol
-          );
-        })?._count ?? 0;
-      const sectorsCount = symbolProfile.sectors
-        ? Object.keys(symbolProfile.sectors).length
-        : 0;
-
-      return {
-        countriesCount,
-        marketDataItemCount,
-        sectorsCount,
-        activitiesCount: symbolProfile._count.Order,
-        assetClass: symbolProfile.assetClass,
-        assetSubClass: symbolProfile.assetSubClass,
-        comment: symbolProfile.comment,
-        dataSource: symbolProfile.dataSource,
-        date: symbolProfile.Order?.[0]?.date,
-        symbol: symbolProfile.symbol
-      };
-    });
 
     return {
-      marketData: [...currencyPairsToGather, ...symbolProfilesToGather]
+      count,
+      marketData: assetProfiles.map(
+        ({
+          _count,
+          assetClass,
+          assetSubClass,
+          comment,
+          countries,
+          dataSource,
+          Order,
+          sectors,
+          symbol
+        }) => {
+          const countriesCount = countries ? Object.keys(countries).length : 0;
+          const marketDataItemCount =
+            marketDataItems.find((marketDataItem) => {
+              return (
+                marketDataItem.dataSource === dataSource &&
+                marketDataItem.symbol === symbol
+              );
+            })?._count ?? 0;
+          const sectorsCount = sectors ? Object.keys(sectors).length : 0;
+
+          return {
+            assetClass,
+            assetSubClass,
+            comment,
+            countriesCount,
+            dataSource,
+            symbol,
+            marketDataItemCount,
+            sectorsCount,
+            activitiesCount: _count.Order,
+            date: Order?.[0]?.date
+          };
+        }
+      )
     };
   }
 
@@ -186,20 +238,25 @@ export class AdminService {
     ]);
 
     return {
-      assetProfile,
+      marketData,
-      marketData
+      assetProfile: assetProfile ?? {
+        symbol,
+        currency: '-'
+      }
     };
   }
 
   public async patchAssetProfileData({
     comment,
     dataSource,
+    scraperConfiguration,
     symbol,
     symbolMapping
   }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
     await this.symbolProfileService.updateSymbolProfile({
       comment,
       dataSource,
+      scraperConfiguration,
       symbol,
       symbolMapping
     });

apps/api/src/app/admin/queue/queue.module.ts

@@ -1,4 +1,4 @@
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { Module } from '@nestjs/common';
 
 import { QueueController } from './queue.controller';

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

@@ -4,7 +4,7 @@ import {
 } from '@ghostfolio/common/config';
 import { AdminJobs } from '@ghostfolio/common/interfaces';
 import { InjectQueue } from '@nestjs/bull';
-import { Injectable, Logger } from '@nestjs/common';
+import { Injectable } from '@nestjs/common';
 import { JobStatus, Queue } from 'bull';
 
 @Injectable()
@@ -23,14 +23,11 @@ export class QueueService {
   }: {
     status?: JobStatus[];
   }) {
-    const jobs = await this.dataGatheringQueue.getJobs(status);
+    for (const statusItem of status) {
-
+      await this.dataGatheringQueue.clean(
-    for (const job of jobs) {
+        300,
-      try {
+        statusItem === 'waiting' ? 'wait' : statusItem
-        await job.remove();
+      );
-      } catch (error) {
-        Logger.warn(error, 'QueueService');
-      }
     }
   }
 
@@ -44,18 +41,23 @@ export class QueueService {
     const jobs = await this.dataGatheringQueue.getJobs(status);
 
     const jobsWithState = await Promise.all(
-      jobs.slice(0, limit).map(async (job) => {
+      jobs
-        return {
+        .filter((job) => {
-          attemptsMade: job.attemptsMade + 1,
+          return job;
-          data: job.data,
+        })
-          finishedOn: job.finishedOn,
+        .slice(0, limit)
-          id: job.id,
+        .map(async (job) => {
-          name: job.name,
+          return {
-          stacktrace: job.stacktrace,
+            attemptsMade: job.attemptsMade + 1,
-          state: await job.getState(),
+            data: job.data,
-          timestamp: job.timestamp
+            finishedOn: job.finishedOn,
-        };
+            id: job.id,
-      })
+            name: job.name,
+            stacktrace: job.stacktrace,
+            state: await job.getState(),
+            timestamp: job.timestamp
+          };
+        })
     );
 
     return {

apps/api/src/app/admin/update-asset-profile.dto.ts

@@ -1,3 +1,4 @@
+import { Prisma } from '@prisma/client';
 import { IsObject, IsOptional, IsString } from 'class-validator';
 
 export class UpdateAssetProfileDto {
@@ -5,6 +6,10 @@ export class UpdateAssetProfileDto {
   @IsOptional()
   comment?: string;
 
+  @IsObject()
+  @IsOptional()
+  scraperConfiguration?: Prisma.InputJsonObject;
+
   @IsObject()
   @IsOptional()
   symbolMapping?: {

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

@@ -1,4 +1,4 @@
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { Controller } from '@nestjs/common';
 
 @Controller()

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

@@ -1,18 +1,18 @@
 import { join } from 'path';
 
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { CronService } from '@ghostfolio/api/services/cron.service';
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
+import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
+import { TwitterBotModule } from '@ghostfolio/api/services/twitter-bot/twitter-bot.module';
 import { BullModule } from '@nestjs/bull';
 import { MiddlewareConsumer, Module, RequestMethod } from '@nestjs/common';
 import { ConfigModule } from '@nestjs/config';
 import { ScheduleModule } from '@nestjs/schedule';
 import { ServeStaticModule } from '@nestjs/serve-static';
 
-import { ConfigurationModule } from '../services/configuration.module';
-import { CronService } from '../services/cron.service';
-import { DataGatheringModule } from '../services/data-gathering.module';
-import { DataProviderModule } from '../services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '../services/exchange-rate-data.module';
-import { PrismaModule } from '../services/prisma.module';
-import { TwitterBotModule } from '../services/twitter-bot/twitter-bot.module';
 import { AccessModule } from './access/access.module';
 import { AccountModule } from './account/account.module';
 import { AdminModule } from './admin/admin.module';
@@ -24,10 +24,12 @@ import { CacheModule } from './cache/cache.module';
 import { ExchangeRateModule } from './exchange-rate/exchange-rate.module';
 import { ExportModule } from './export/export.module';
 import { FrontendMiddleware } from './frontend.middleware';
+import { HealthModule } from './health/health.module';
 import { ImportModule } from './import/import.module';
 import { InfoModule } from './info/info.module';
 import { LogoModule } from './logo/logo.module';
 import { OrderModule } from './order/order.module';
+import { PlatformModule } from './platform/platform.module';
 import { PortfolioModule } from './portfolio/portfolio.module';
 import { RedisCacheModule } from './redis-cache/redis-cache.module';
 import { SubscriptionModule } from './subscription/subscription.module';
@@ -57,10 +59,12 @@ import { UserModule } from './user/user.module';
     ExchangeRateModule,
     ExchangeRateDataModule,
     ExportModule,
+    HealthModule,
     ImportModule,
     InfoModule,
     LogoModule,
     OrderModule,
+    PlatformModule,
     PortfolioModule,
     PrismaModule,
     RedisCacheModule,

apps/api/src/app/auth-device/auth-device.module.ts

@@ -1,7 +1,7 @@
 import { AuthDeviceController } from '@ghostfolio/api/app/auth-device/auth-device.controller';
 import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 

apps/api/src/app/auth-device/auth-device.service.ts

@@ -1,5 +1,5 @@
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { Injectable } from '@nestjs/common';
 import { AuthDevice, Prisma } from '@prisma/client';
 

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

@@ -1,5 +1,5 @@
 import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
 import { OAuthResponse } from '@ghostfolio/common/interfaces';
 import {
@@ -33,8 +33,11 @@ export class AuthController {
     private readonly webAuthService: WebAuthService
   ) {}
 
+  /**
+   * @deprecated
+   */
   @Get('anonymous/:accessToken')
-  public async accessTokenLogin(
+  public async accessTokenLoginGet(
     @Param('accessToken') accessToken: string
   ): Promise<OAuthResponse> {
     try {
@@ -50,6 +53,23 @@ export class AuthController {
     }
   }
 
+  @Post('anonymous')
+  public async accessTokenLogin(
+    @Body() body: { accessToken: string }
+  ): Promise<OAuthResponse> {
+    try {
+      const authToken = await this.authService.validateAnonymousLogin(
+        body.accessToken
+      );
+      return { authToken };
+    } catch {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+  }
+
   @Get('google')
   @UseGuards(AuthGuard('google'))
   public googleLogin() {
@@ -81,13 +101,13 @@ export class AuthController {
     }
   }
 
-  @Get('internet-identity/:principalId')
+  @Post('internet-identity')
   public async internetIdentityLogin(
-    @Param('principalId') principalId: string
+    @Body() body: { principalId: string }
   ): Promise<OAuthResponse> {
     try {
       const authToken = await this.authService.validateInternetIdentityLogin(
-        principalId
+        body.principalId
       );
       return { authToken };
     } catch {

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

@@ -2,8 +2,8 @@ import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.s
 import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';

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

@@ -1,5 +1,5 @@
 import { UserService } from '@ghostfolio/api/app/user/user.service';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { Injectable, InternalServerErrorException } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';

apps/api/src/app/auth/google.strategy.ts

@@ -1,4 +1,4 @@
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { Injectable, Logger } from '@nestjs/common';
 import { PassportStrategy } from '@nestjs/passport';
 import { Provider } from '@prisma/client';

apps/api/src/app/auth/jwt.strategy.ts

@@ -1,6 +1,6 @@
 import { UserService } from '@ghostfolio/api/app/user/user.service';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { HEADER_KEY_TIMEZONE } from '@ghostfolio/common/config';
 import { Injectable, UnauthorizedException } from '@nestjs/common';
 import { PassportStrategy } from '@nestjs/passport';

apps/api/src/app/auth/web-auth.service.ts

@@ -1,7 +1,7 @@
 import { AuthDeviceDto } from '@ghostfolio/api/app/auth-device/auth-device.dto';
 import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Inject,

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

@@ -1,24 +1,36 @@
 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 {
+import type {
   BenchmarkMarketDataDetails,
-  BenchmarkResponse
+  BenchmarkResponse,
+  UniqueAsset
 } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
+  Body,
   Controller,
   Get,
+  HttpException,
+  Inject,
   Param,
+  Post,
   UseGuards,
   UseInterceptors
 } from '@nestjs/common';
+import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { DataSource } from '@prisma/client';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { BenchmarkService } from './benchmark.service';
 
 @Controller('benchmark')
 export class BenchmarkController {
-  public constructor(private readonly benchmarkService: BenchmarkService) {}
+  public constructor(
+    private readonly benchmarkService: BenchmarkService,
+    @Inject(REQUEST) private readonly request: RequestWithUser
+  ) {}
 
   @Get()
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
@@ -45,4 +57,41 @@ export class BenchmarkController {
       symbol
     });
   }
+
+  @Post()
+  @UseGuards(AuthGuard('jwt'))
+  public async addBenchmark(@Body() { dataSource, symbol }: UniqueAsset) {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    try {
+      const benchmark = await this.benchmarkService.addBenchmark({
+        dataSource,
+        symbol
+      });
+
+      if (!benchmark) {
+        throw new HttpException(
+          getReasonPhrase(StatusCodes.NOT_FOUND),
+          StatusCodes.NOT_FOUND
+        );
+      }
+
+      return benchmark;
+    } catch {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR),
+        StatusCodes.INTERNAL_SERVER_ERROR
+      );
+    }
+  }
 }

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

@@ -1,10 +1,11 @@
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
+import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { BenchmarkController } from './benchmark.controller';
@@ -17,6 +18,7 @@ import { BenchmarkService } from './benchmark.service';
     ConfigurationModule,
     DataProviderModule,
     MarketDataModule,
+    PrismaModule,
     PropertyModule,
     RedisCacheModule,
     SymbolModule,

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

@@ -4,7 +4,15 @@ describe('BenchmarkService', () => {
   let benchmarkService: BenchmarkService;
 
   beforeAll(async () => {
-    benchmarkService = new BenchmarkService(null, null, null, null, null, null);
+    benchmarkService = new BenchmarkService(
+      null,
+      null,
+      null,
+      null,
+      null,
+      null,
+      null
+    );
   });
 
   it('calculateChangeInPercentage', async () => {

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

@@ -1,9 +1,10 @@
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
 import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
-import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
-import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import {
   MAX_CHART_ITEMS,
   PROPERTY_BENCHMARKS
@@ -11,6 +12,7 @@ import {
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
   BenchmarkMarketDataDetails,
+  BenchmarkProperty,
   BenchmarkResponse,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
@@ -18,6 +20,7 @@ import { Injectable } from '@nestjs/common';
 import { SymbolProfile } from '@prisma/client';
 import Big from 'big.js';
 import { format } from 'date-fns';
+import { uniqBy } from 'lodash';
 import ms from 'ms';
 
 @Injectable()
@@ -27,6 +30,7 @@ export class BenchmarkService {
   public constructor(
     private readonly dataProviderService: DataProviderService,
     private readonly marketDataService: MarketDataService,
+    private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
     private readonly redisCacheService: RedisCacheService,
     private readonly symbolProfileService: SymbolProfileService,
@@ -116,9 +120,9 @@ export class BenchmarkService {
 
   public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
     const symbolProfileIds: string[] = (
-      ((await this.propertyService.getByKey(PROPERTY_BENCHMARKS)) as {
+      ((await this.propertyService.getByKey(
-        symbolProfileId: string;
+        PROPERTY_BENCHMARKS
-      }[]) ?? []
+      )) as BenchmarkProperty[]) ?? []
     ).map(({ symbolProfileId }) => {
       return symbolProfileId;
     });
@@ -204,6 +208,43 @@ export class BenchmarkService {
     return response;
   }
 
+  public async addBenchmark({
+    dataSource,
+    symbol
+  }: UniqueAsset): Promise<Partial<SymbolProfile>> {
+    const assetProfile = await this.prismaService.symbolProfile.findFirst({
+      where: {
+        dataSource,
+        symbol
+      }
+    });
+
+    if (!assetProfile) {
+      return;
+    }
+
+    let benchmarks =
+      ((await this.propertyService.getByKey(
+        PROPERTY_BENCHMARKS
+      )) as BenchmarkProperty[]) ?? [];
+
+    benchmarks.push({ symbolProfileId: assetProfile.id });
+
+    benchmarks = uniqBy(benchmarks, 'symbolProfileId');
+
+    await this.propertyService.put({
+      key: PROPERTY_BENCHMARKS,
+      value: JSON.stringify(benchmarks)
+    });
+
+    return {
+      dataSource,
+      symbol,
+      id: assetProfile.id,
+      name: assetProfile.name
+    };
+  }
+
   private getMarketCondition(aPerformanceInPercent: number) {
     return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
   }

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

@@ -1,10 +1,10 @@
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { CacheController } from './cache.controller';

apps/api/src/app/exchange-rate/exchange-rate.module.ts

@@ -1,4 +1,4 @@
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
 import { Module } from '@nestjs/common';
 
 import { ExchangeRateController } from './exchange-rate.controller';

apps/api/src/app/exchange-rate/exchange-rate.service.ts

@@ -1,4 +1,4 @@
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { Injectable } from '@nestjs/common';
 
 @Injectable()

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

@@ -1,8 +1,8 @@
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 
 import { ExportController } from './export.controller';

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

@@ -1,5 +1,5 @@
 import { environment } from '@ghostfolio/api/environments/environment';
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { Export } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 
@@ -21,6 +21,7 @@ export class ExportService {
       select: {
         accountType: true,
         balance: true,
+        comment: true,
         currency: true,
         id: true,
         isExcluded: true,

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

@@ -2,7 +2,7 @@ import * as fs from 'fs';
 import * as path from 'path';
 
 import { environment } from '@ghostfolio/api/environments/environment';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Injectable, NestMiddleware } from '@nestjs/common';
@@ -19,6 +19,9 @@ export class FrontendMiddleware implements NestMiddleware {
   public indexHtmlNl = '';
   public indexHtmlPt = '';
 
+  private static readonly DEFAULT_DESCRIPTION =
+    'Ghostfolio is a personal finance dashboard to keep track of your assets like stocks, ETFs or cryptocurrencies across multiple platforms.';
+
   public constructor(
     private readonly configurationService: ConfigurationService
   ) {
@@ -87,6 +90,25 @@ export class FrontendMiddleware implements NestMiddleware {
     ) {
       featureGraphicPath = 'assets/images/blog/ghostfolio-x-umbrel.png';
       title = `Ghostfolio meets Umbrel - ${title}`;
+    } else if (
+      request.path.startsWith(
+        '/en/blog/2023/03/ghostfolio-reaches-1000-stars-on-github'
+      )
+    ) {
+      featureGraphicPath = 'assets/images/blog/1000-stars-on-github.jpg';
+      title = `Ghostfolio reaches 1’000 Stars on GitHub - ${title}`;
+    } else if (
+      request.path.startsWith(
+        '/en/blog/2023/05/unlock-your-financial-potential-with-ghostfolio'
+      )
+    ) {
+      featureGraphicPath = 'assets/images/blog/20230520.jpg';
+      title = `Unlock your Financial Potential with Ghostfolio - ${title}`;
+    } else if (
+      request.path.startsWith('/en/blog/2023/07/exploring-the-path-to-fire')
+    ) {
+      featureGraphicPath = 'assets/images/blog/20230701.jpg';
+      title = `Exploring the Path to FIRE - ${title}`;
     }
 
     if (
@@ -102,6 +124,8 @@ export class FrontendMiddleware implements NestMiddleware {
           currentDate,
           featureGraphicPath,
           title,
+          description:
+            'Mit dem Finanz-Dashboard Ghostfolio können Sie Ihr Vermögen in Form von Aktien, ETFs oder Kryptowährungen verteilt über mehrere Finanzinstitute überwachen.',
           languageCode: 'de',
           path: request.path,
           rootUrl: this.configurationService.get('ROOT_URL')
@@ -113,6 +137,8 @@ export class FrontendMiddleware implements NestMiddleware {
           currentDate,
           featureGraphicPath,
           title,
+          description:
+            'Ghostfolio es un dashboard de finanzas personales para hacer un seguimiento de tus activos como acciones, ETFs o criptodivisas a través de múltiples plataformas.',
           languageCode: 'es',
           path: request.path,
           rootUrl: this.configurationService.get('ROOT_URL')
@@ -121,7 +147,11 @@ export class FrontendMiddleware implements NestMiddleware {
     } else if (request.path === '/fr' || request.path.startsWith('/fr/')) {
       response.send(
         this.interpolate(this.indexHtmlFr, {
+          currentDate,
           featureGraphicPath,
+          title,
+          description:
+            'Ghostfolio est un dashboard de finances personnelles qui permet de suivre vos actifs comme les actions, les ETF ou les crypto-monnaies sur plusieurs plateformes.',
           languageCode: 'fr',
           path: request.path,
           rootUrl: this.configurationService.get('ROOT_URL')
@@ -133,6 +163,8 @@ export class FrontendMiddleware implements NestMiddleware {
           currentDate,
           featureGraphicPath,
           title,
+          description:
+            'Ghostfolio è un dashboard di finanza personale per tenere traccia delle vostre attività come azioni, ETF o criptovalute su più piattaforme.',
           languageCode: 'it',
           path: request.path,
           rootUrl: this.configurationService.get('ROOT_URL')
@@ -144,6 +176,8 @@ export class FrontendMiddleware implements NestMiddleware {
           currentDate,
           featureGraphicPath,
           title,
+          description:
+            'Ghostfolio is een persoonlijk financieel dashboard om uw activa zoals aandelen, ETF’s of cryptocurrencies over meerdere platforms bij te houden.',
           languageCode: 'nl',
           path: request.path,
           rootUrl: this.configurationService.get('ROOT_URL')
@@ -152,7 +186,11 @@ export class FrontendMiddleware implements NestMiddleware {
     } else if (request.path === '/pt' || request.path.startsWith('/pt/')) {
       response.send(
         this.interpolate(this.indexHtmlPt, {
+          currentDate,
           featureGraphicPath,
+          title,
+          description:
+            'Ghostfolio é um dashboard de finanças pessoais para acompanhar os seus activos como acções, ETFs ou criptomoedas em múltiplas plataformas.',
           languageCode: 'pt',
           path: request.path,
           rootUrl: this.configurationService.get('ROOT_URL')
@@ -164,6 +202,7 @@ export class FrontendMiddleware implements NestMiddleware {
           currentDate,
           featureGraphicPath,
           title,
+          description: FrontendMiddleware.DEFAULT_DESCRIPTION,
           languageCode: DEFAULT_LANGUAGE_CODE,
           path: request.path,
           rootUrl: this.configurationService.get('ROOT_URL')

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

@@ -0,0 +1,44 @@
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
+import {
+  Controller,
+  Get,
+  HttpException,
+  Param,
+  UseInterceptors
+} from '@nestjs/common';
+import { DataSource } from '@prisma/client';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+
+import { HealthService } from './health.service';
+
+@Controller('health')
+export class HealthController {
+  public constructor(private readonly healthService: HealthService) {}
+
+  @Get()
+  public async getHealth() {}
+
+  @Get('data-provider/:dataSource')
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  public async getHealthOfDataProvider(
+    @Param('dataSource') dataSource: DataSource
+  ) {
+    if (!DataSource[dataSource]) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    const hasResponse = await this.healthService.hasResponseFromDataProvider(
+      dataSource
+    );
+
+    if (hasResponse !== true) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.SERVICE_UNAVAILABLE),
+        StatusCodes.SERVICE_UNAVAILABLE
+      );
+    }
+  }
+}

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

@@ -0,0 +1,13 @@
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
+import { Module } from '@nestjs/common';
+
+import { HealthController } from './health.controller';
+import { HealthService } from './health.service';
+
+@Module({
+  controllers: [HealthController],
+  imports: [ConfigurationModule, DataProviderModule],
+  providers: [HealthService]
+})
+export class HealthModule {}

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

@@ -0,0 +1,14 @@
+import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
+import { Injectable } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
+
+@Injectable()
+export class HealthService {
+  public constructor(
+    private readonly dataProviderService: DataProviderService
+  ) {}
+
+  public async hasResponseFromDataProvider(aDataSource: DataSource) {
+    return this.dataProviderService.checkQuote(aDataSource);
+  }
+}

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

@@ -1,6 +1,6 @@
 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 { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { ImportResponse } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
@@ -35,6 +35,8 @@ export class ImportController {
 
   @Post()
   @UseGuards(AuthGuard('jwt'))
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async import(
     @Body() importData: ImportDataDto,
     @Query('dryRun') isDryRun?: boolean

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

@@ -1,14 +1,15 @@
 import { AccountModule } from '@ghostfolio/api/app/account/account.module';
 import { CacheModule } from '@ghostfolio/api/app/cache/cache.module';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
+import { PlatformModule } from '@ghostfolio/api/app/platform/platform.module';
 import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { ImportController } from './import.controller';
@@ -24,6 +25,7 @@ import { ImportService } from './import.service';
     DataProviderModule,
     ExchangeRateDataModule,
     OrderModule,
+    PlatformModule,
     PortfolioModule,
     PrismaModule,
     RedisCacheModule,

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

@@ -1,12 +1,16 @@
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
-import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
+import {
+  Activity,
+  ActivityError
+} from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
+import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import { parseDate } from '@ghostfolio/common/helper';
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import {
@@ -14,7 +18,7 @@ import {
   OrderWithAccount
 } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
-import { SymbolProfile } from '@prisma/client';
+import { DataSource, Prisma, SymbolProfile } from '@prisma/client';
 import Big from 'big.js';
 import { endOfToday, isAfter, isSameDay, parseISO } from 'date-fns';
 import { v4 as uuidv4 } from 'uuid';
@@ -26,6 +30,7 @@ export class ImportService {
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly orderService: OrderService,
+    private readonly platformService: PlatformService,
     private readonly portfolioService: PortfolioService,
     private readonly symbolProfileService: SymbolProfileService
   ) {}
@@ -69,8 +74,25 @@ export class ImportService {
 
         const value = new Big(quantity).mul(marketPrice).toNumber();
 
+        const isDuplicate = orders.some((activity) => {
+          return (
+            activity.SymbolProfile.currency === assetProfile.currency &&
+            activity.SymbolProfile.dataSource === assetProfile.dataSource &&
+            isSameDay(activity.date, parseDate(dateString)) &&
+            activity.quantity === quantity &&
+            activity.SymbolProfile.symbol === assetProfile.symbol &&
+            activity.type === 'DIVIDEND' &&
+            activity.unitPrice === marketPrice
+          );
+        });
+
+        const error: ActivityError = isDuplicate
+          ? { code: 'IS_DUPLICATE' }
+          : undefined;
+
         return {
           Account,
+          error,
           quantity,
           value,
           accountId: Account?.id,
@@ -118,15 +140,18 @@ export class ImportService {
     const accountIdMapping: { [oldAccountId: string]: string } = {};
 
     if (!isDryRun && accountsDto?.length) {
-      const existingAccounts = await this.accountService.accounts({
+      const [existingAccounts, existingPlatforms] = await Promise.all([
-        where: {
+        this.accountService.accounts({
-          id: {
+          where: {
-            in: accountsDto.map(({ id }) => {
+            id: {
-              return id;
+              in: accountsDto.map(({ id }) => {
-            })
+                return id;
+              })
+            }
           }
-        }
+        }),
-      });
+        this.platformService.getPlatforms()
+      ]);
 
       for (const account of accountsDto) {
         // Check if there is any existing account with the same ID
@@ -146,19 +171,24 @@ export class ImportService {
             delete account.id;
           }
 
-          const newAccountObject = {
+          let accountObject: Prisma.AccountCreateInput = {
             ...account,
             User: { connect: { id: userId } }
           };
 
-          if (platformId) {
+          if (
-            Object.assign(newAccountObject, {
+            existingPlatforms.some(({ id }) => {
+              return id === platformId;
+            })
+          ) {
+            accountObject = {
+              ...accountObject,
               Platform: { connect: { id: platformId } }
-            });
+            };
           }
 
           const newAccount = await this.accountService.createAccount(
-            newAccountObject,
+            accountObject,
             userId
           );
 
@@ -172,10 +202,11 @@ export class ImportService {
 
     for (const activity of activitiesDto) {
       if (!activity.dataSource) {
-        if (activity.type === 'ITEM') {
+        if (activity.type === 'ITEM' || activity.type === 'LIABILITY') {
-          activity.dataSource = 'MANUAL';
+          activity.dataSource = DataSource.MANUAL;
         } else {
-          activity.dataSource = this.dataProviderService.getPrimaryDataSource();
+          activity.dataSource =
+            this.dataProviderService.getDataSourceForImport();
         }
       }
 
@@ -193,9 +224,14 @@ export class ImportService {
       userId
     });
 
+    const activitiesExtendedWithErrors = await this.extendActivitiesWithErrors({
+      activitiesDto,
+      userId
+    });
+
     const accounts = (await this.accountService.getAccounts(userId)).map(
-      (account) => {
+      ({ id, name }) => {
-        return { id: account.id, name: account.name };
+        return { id, name };
       }
     );
 
@@ -210,16 +246,14 @@ export class ImportService {
     for (const {
       accountId,
       comment,
-      currency,
+      date,
-      dataSource,
+      error,
-      date: dateString,
       fee,
       quantity,
-      symbol,
+      SymbolProfile: assetProfile,
       type,
       unitPrice
-    } of activitiesDto) {
+    } of activitiesExtendedWithErrors) {
-      const date = parseISO(<string>(<unknown>dateString));
       const validatedAccount = accounts.find(({ id }) => {
         return id === accountId;
       });
@@ -245,28 +279,33 @@ export class ImportService {
           id: uuidv4(),
           isDraft: isAfter(date, endOfToday()),
           SymbolProfile: {
-            currency,
+            assetClass: assetProfile.assetClass,
-            dataSource,
+            assetSubClass: assetProfile.assetSubClass,
-            symbol,
+            comment: assetProfile.comment,
-            assetClass: null,
+            countries: assetProfile.countries,
-            assetSubClass: null,
+            createdAt: assetProfile.createdAt,
-            comment: null,
+            currency: assetProfile.currency,
-            countries: null,
+            dataSource: assetProfile.dataSource,
-            createdAt: undefined,
+            id: assetProfile.id,
-            id: undefined,
+            isin: assetProfile.isin,
-            name: null,
+            name: assetProfile.name,
-            scraperConfiguration: null,
+            scraperConfiguration: assetProfile.scraperConfiguration,
-            sectors: null,
+            sectors: assetProfile.sectors,
-            symbolMapping: null,
+            symbol: assetProfile.currency,
-            updatedAt: undefined,
+            symbolMapping: assetProfile.symbolMapping,
-            url: null,
+            updatedAt: assetProfile.updatedAt,
-            ...assetProfiles[symbol]
+            url: assetProfile.url,
+            ...assetProfiles[assetProfile.symbol]
           },
           Account: validatedAccount,
           symbolProfileId: undefined,
           updatedAt: new Date()
         };
       } else {
+        if (error) {
+          continue;
+        }
+
         order = await this.orderService.createOrder({
           comment,
           date,
@@ -279,18 +318,19 @@ export class ImportService {
           SymbolProfile: {
             connectOrCreate: {
               create: {
-                currency,
+                currency: assetProfile.currency,
-                dataSource,
+                dataSource: assetProfile.dataSource,
-                symbol
+                symbol: assetProfile.symbol
               },
               where: {
                 dataSource_symbol: {
-                  dataSource,
+                  dataSource: assetProfile.dataSource,
-                  symbol
+                  symbol: assetProfile.symbol
                 }
               }
             }
           },
+          updateAccountBalance: false,
           User: { connect: { id: userId } }
         });
       }
@@ -300,15 +340,16 @@ export class ImportService {
       //@ts-ignore
       activities.push({
         ...order,
+        error,
         value,
         feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
           fee,
-          currency,
+          assetProfile.currency,
           userCurrency
         ),
         valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
           value,
-          currency,
+          assetProfile.currency,
           userCurrency
         )
       });
@@ -317,6 +358,82 @@ export class ImportService {
     return activities;
   }
 
+  private async extendActivitiesWithErrors({
+    activitiesDto,
+    userId
+  }: {
+    activitiesDto: Partial<CreateOrderDto>[];
+    userId: string;
+  }): Promise<Partial<Activity>[]> {
+    const existingActivities = await this.orderService.orders({
+      include: { SymbolProfile: true },
+      orderBy: { date: 'desc' },
+      where: { userId }
+    });
+
+    return activitiesDto.map(
+      ({
+        accountId,
+        comment,
+        currency,
+        dataSource,
+        date: dateString,
+        fee,
+        quantity,
+        symbol,
+        type,
+        unitPrice
+      }) => {
+        const date = parseISO(<string>(<unknown>dateString));
+        const isDuplicate = existingActivities.some((activity) => {
+          return (
+            activity.SymbolProfile.currency === currency &&
+            activity.SymbolProfile.dataSource === dataSource &&
+            isSameDay(activity.date, date) &&
+            activity.fee === fee &&
+            activity.quantity === quantity &&
+            activity.SymbolProfile.symbol === symbol &&
+            activity.type === type &&
+            activity.unitPrice === unitPrice
+          );
+        });
+
+        const error: ActivityError = isDuplicate
+          ? { code: 'IS_DUPLICATE' }
+          : undefined;
+
+        return {
+          accountId,
+          comment,
+          date,
+          error,
+          fee,
+          quantity,
+          type,
+          unitPrice,
+          SymbolProfile: {
+            currency,
+            dataSource,
+            symbol,
+            assetClass: null,
+            assetSubClass: null,
+            comment: null,
+            countries: null,
+            createdAt: undefined,
+            id: undefined,
+            isin: null,
+            name: null,
+            scraperConfiguration: null,
+            sectors: null,
+            symbolMapping: null,
+            updatedAt: undefined,
+            url: null
+          }
+        };
+      }
+    );
+  }
+
   private isUniqueAccount(accounts: AccountWithPlatform[]) {
     const uniqueAccountIds = new Set<string>();
 
@@ -343,33 +460,11 @@ export class ImportService {
     const assetProfiles: {
       [symbol: string]: Partial<SymbolProfile>;
     } = {};
-    const existingActivities = await this.orderService.orders({
-      include: { SymbolProfile: true },
-      orderBy: { date: 'desc' },
-      where: { userId }
-    });
 
     for (const [
       index,
-      { currency, dataSource, date, fee, quantity, symbol, type, unitPrice }
+      { currency, dataSource, symbol }
     ] of activitiesDto.entries()) {
-      const duplicateActivity = existingActivities.find((activity) => {
-        return (
-          activity.SymbolProfile.currency === currency &&
-          activity.SymbolProfile.dataSource === dataSource &&
-          isSameDay(activity.date, parseISO(<string>(<unknown>date))) &&
-          activity.fee === fee &&
-          activity.quantity === quantity &&
-          activity.SymbolProfile.symbol === symbol &&
-          activity.type === type &&
-          activity.unitPrice === unitPrice
-        );
-      });
-
-      if (duplicateActivity) {
-        throw new Error(`activities.${index} is a duplicate activity`);
-      }
-
       if (dataSource !== 'MANUAL') {
         const assetProfile = (
           await this.dataProviderService.getAssetProfiles([

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

@@ -1,12 +1,13 @@
 import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module';
+import { PlatformModule } from '@ghostfolio/api/app/platform/platform.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 import { TagModule } from '@ghostfolio/api/services/tag/tag.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
@@ -26,6 +27,7 @@ import { InfoService } from './info.service';
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
     }),
+    PlatformModule,
     PrismaModule,
     PropertyModule,
     RedisCacheModule,

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

@@ -1,11 +1,13 @@
 import { BenchmarkService } from '@ghostfolio/api/app/benchmark/benchmark.service';
+import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import {
+  PROPERTY_BETTER_UPTIME_MONITOR_ID,
   PROPERTY_COUNTRIES_OF_SUBSCRIBERS,
   PROPERTY_DEMO_USER_ID,
   PROPERTY_IS_READ_ONLY_MODE,
@@ -15,18 +17,22 @@ import {
   ghostfolioFearAndGreedIndexDataSource
 } from '@ghostfolio/common/config';
 import {
+  DATE_FORMAT,
   encodeDataSource,
   extractNumberFromString
 } from '@ghostfolio/common/helper';
-import { InfoItem } from '@ghostfolio/common/interfaces';
+import {
-import { Statistics } from '@ghostfolio/common/interfaces/statistics.interface';
+  InfoItem,
-import { Subscription } from '@ghostfolio/common/interfaces/subscription.interface';
+  Statistics,
+  Subscription
+} from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
+import { SubscriptionOffer } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 import * as bent from 'bent';
 import * as cheerio from 'cheerio';
-import { subDays } from 'date-fns';
+import { format, subDays } from 'date-fns';
 
 @Injectable()
 export class InfoService {
@@ -37,6 +43,7 @@ export class InfoService {
     private readonly configurationService: ConfigurationService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly jwtService: JwtService,
+    private readonly platformService: PlatformService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
     private readonly redisCacheService: RedisCacheService,
@@ -46,9 +53,12 @@ export class InfoService {
   public async get(): Promise<InfoItem> {
     const info: Partial<InfoItem> = {};
     let isReadOnlyMode: boolean;
-    const platforms = await this.prismaService.platform.findMany({
+    const platforms = (
-      orderBy: { name: 'asc' },
+      await this.platformService.getPlatforms({
-      select: { id: true, name: true }
+        orderBy: { name: 'asc' }
+      })
+    ).map(({ id, name }) => {
+      return { id, name };
     });
     let systemMessage: string;
 
@@ -109,19 +119,28 @@ export class InfoService {
       globalPermissions.push(permissions.createUserAccount);
     }
 
+    const [benchmarks, demoAuthToken, statistics, subscriptions, tags] =
+      await Promise.all([
+        this.benchmarkService.getBenchmarkAssetProfiles(),
+        this.getDemoAuthToken(),
+        this.getStatistics(),
+        this.getSubscriptions(),
+        this.tagService.get()
+      ]);
+
     return {
       ...info,
+      benchmarks,
+      demoAuthToken,
       globalPermissions,
       isReadOnlyMode,
       platforms,
+      statistics,
+      subscriptions,
       systemMessage,
+      tags,
       baseCurrency: this.configurationService.get('BASE_CURRENCY'),
-      benchmarks: await this.benchmarkService.getBenchmarkAssetProfiles(),
+      currencies: this.exchangeRateDataService.getCurrencies()
-      currencies: this.exchangeRateDataService.getCurrencies(),
-      demoAuthToken: await this.getDemoAuthToken(),
-      statistics: await this.getStatistics(),
-      subscriptions: await this.getSubscriptions(),
-      tags: await this.tagService.get()
     };
   }
 
@@ -285,6 +304,7 @@ export class InfoService {
     const gitHubContributors = await this.countGitHubContributors();
     const gitHubStargazers = await this.countGitHubStargazers();
     const slackCommunityUsers = await this.countSlackCommunityUsers();
+    const uptime = await this.getUptime();
 
     statistics = {
       activeUsers1d,
@@ -293,7 +313,8 @@ export class InfoService {
       gitHubContributors,
       gitHubStargazers,
       newUsers30d,
-      slackCommunityUsers
+      slackCommunityUsers,
+      uptime
     };
 
     await this.redisCacheService.set(
@@ -304,19 +325,49 @@ export class InfoService {
     return statistics;
   }
 
-  private async getSubscriptions(): Promise<Subscription[]> {
+  private async getSubscriptions(): Promise<{
+    [offer in SubscriptionOffer]: Subscription;
+  }> {
     if (!this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       return undefined;
     }
 
-    let subscriptions: Subscription[] = [];
-
     const stripeConfig = (await this.prismaService.property.findUnique({
       where: { key: PROPERTY_STRIPE_CONFIG }
     })) ?? { value: '{}' };
 
-    subscriptions = [JSON.parse(stripeConfig.value)];
+    return JSON.parse(stripeConfig.value);
+  }
 
-    return subscriptions;
+  private async getUptime(): Promise<number> {
+    {
+      try {
+        const monitorId = (await this.propertyService.getByKey(
+          PROPERTY_BETTER_UPTIME_MONITOR_ID
+        )) as string;
+
+        const get = bent(
+          `https://betteruptime.com/api/v2/monitors/${monitorId}/sla?from=${format(
+            subDays(new Date(), 90),
+            DATE_FORMAT
+          )}&to${format(new Date(), DATE_FORMAT)}`,
+          'GET',
+          'json',
+          200,
+          {
+            Authorization: `Bearer ${this.configurationService.get(
+              'BETTER_UPTIME_API_KEY'
+            )}`
+          }
+        );
+
+        const { data } = await get();
+        return data.attributes.availability / 100;
+      } catch (error) {
+        Logger.error(error, 'InfoService');
+
+        return undefined;
+      }
+    }
   }
 }

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

@@ -1,5 +1,5 @@
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { LogoController } from './logo.controller';

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

@@ -1,4 +1,4 @@
-import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import { HttpException, Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';

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

@@ -8,6 +8,7 @@ import {
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsArray,
+  IsBoolean,
   IsEnum,
   IsISO8601,
   IsNumber,
@@ -64,4 +65,8 @@ export class CreateOrderDto {
 
   @IsNumber()
   unitPrice: number;
+
+  @IsBoolean()
+  @IsOptional()
+  updateAccountBalance?: boolean;
 }

apps/api/src/app/order/interfaces/activities.interface.ts

@@ -5,7 +5,14 @@ export interface Activities {
 }
 
 export interface Activity extends OrderWithAccount {
+  error?: ActivityError;
   feeInBaseCurrency: number;
+  updateAccountBalance?: boolean;
   value: number;
   valueInBaseCurrency: number;
 }
+
+export interface ActivityError {
+  code: 'IS_DUPLICATE';
+  message?: string;
+}

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

@@ -2,7 +2,7 @@ import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/
 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 { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
@@ -41,6 +41,23 @@ export class OrderController {
     @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
 
+  @Delete()
+  @UseGuards(AuthGuard('jwt'))
+  public async deleteOrders(): Promise<number> {
+    if (
+      !hasPermission(this.request.user.permissions, permissions.deleteOrder)
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.orderService.deleteOrders({
+      userId: this.request.user.id
+    });
+  }
+
   @Delete(':id')
   @UseGuards(AuthGuard('jwt'))
   public async deleteOrder(@Param('id') id: string): Promise<OrderModel> {
@@ -79,10 +96,7 @@ export class OrderController {
     });
 
     const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(
+      await this.impersonationService.validateImpersonationId(impersonationId);
-        impersonationId,
-        this.request.user.id
-      );
     const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
     const activities = await this.orderService.getOrders({

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

@@ -3,13 +3,13 @@ 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 { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { ImpersonationModule } from '@ghostfolio/api/services/impersonation.module';
+import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { OrderController } from './order.controller';

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

@@ -1,8 +1,8 @@
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
-import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
-import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import {
   GATHER_ASSET_PROFILE_PROCESS,
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
@@ -73,6 +73,7 @@ export class OrderService {
       dataSource?: DataSource;
       symbol?: string;
       tags?: Tag[];
+      updateAccountBalance?: boolean;
       userId: string;
     }
   ): Promise<Order> {
@@ -89,12 +90,16 @@ export class OrderService {
       };
     }
 
+    const accountId = data.accountId;
+    let currency = data.currency;
     const tags = data.tags ?? [];
+    const updateAccountBalance = data.updateAccountBalance ?? false;
+    const userId = data.userId;
 
-    if (data.type === 'ITEM') {
+    if (data.type === 'ITEM' || data.type === 'LIABILITY') {
       const assetClass = data.assetClass;
       const assetSubClass = data.assetSubClass;
-      const currency = data.SymbolProfile.connectOrCreate.create.currency;
+      currency = data.SymbolProfile.connectOrCreate.create.currency;
       const dataSource: DataSource = 'MANUAL';
       const id = uuidv4();
       const name = data.SymbolProfile.connectOrCreate.create.symbol;
@@ -112,16 +117,22 @@ export class OrderService {
       };
     }
 
-    await this.dataGatheringService.addJobToQueue(
+    await this.dataGatheringService.addJobToQueue({
-      GATHER_ASSET_PROFILE_PROCESS,
+      data: {
-      {
         dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
         symbol: data.SymbolProfile.connectOrCreate.create.symbol
       },
-      GATHER_ASSET_PROFILE_PROCESS_OPTIONS
+      name: GATHER_ASSET_PROFILE_PROCESS,
-    );
+      opts: {
+        ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
+        jobId: `${data.SymbolProfile.connectOrCreate.create.dataSource}-${data.SymbolProfile.connectOrCreate.create.symbol}`
+      }
+    });
 
-    const isDraft = isAfter(data.date as Date, endOfToday());
+    const isDraft =
+      data.type === 'LIABILITY'
+        ? false
+        : isAfter(data.date as Date, endOfToday());
 
     if (!isDraft) {
       // Gather symbol data of order in the background, if not draft
@@ -146,11 +157,12 @@ export class OrderService {
     delete data.dataSource;
     delete data.symbol;
     delete data.tags;
+    delete data.updateAccountBalance;
     delete data.userId;
 
     const orderData: Prisma.OrderCreateInput = data;
 
-    return this.prismaService.order.create({
+    const order = await this.prismaService.order.create({
       data: {
         ...orderData,
         Account,
@@ -162,6 +174,27 @@ export class OrderService {
         }
       }
     });
+
+    if (updateAccountBalance === true) {
+      let amount = new Big(data.unitPrice)
+        .mul(data.quantity)
+        .plus(data.fee)
+        .toNumber();
+
+      if (data.type === 'BUY') {
+        amount = new Big(amount).mul(-1).toNumber();
+      }
+
+      await this.accountService.updateAccountBalance({
+        accountId,
+        amount,
+        currency,
+        userId,
+        date: data.date as Date
+      });
+    }
+
+    return order;
   }
 
   public async deleteOrder(
@@ -171,13 +204,21 @@ export class OrderService {
       where
     });
 
-    if (order.type === 'ITEM') {
+    if (order.type === 'ITEM' || order.type === 'LIABILITY') {
       await this.symbolProfileService.deleteById(order.symbolProfileId);
     }
 
     return order;
   }
 
+  public async deleteOrders(where: Prisma.OrderWhereInput): Promise<number> {
+    const { count } = await this.prismaService.order.deleteMany({
+      where
+    });
+
+    return count;
+  }
+
   public async getOrders({
     filters,
     includeDrafts = false,
@@ -282,7 +323,11 @@ export class OrderService {
       })
     )
       .filter((order) => {
-        return withExcludedAccounts || order.Account?.isExcluded === false;
+        return (
+          withExcludedAccounts ||
+          !order.Account ||
+          order.Account?.isExcluded === false
+        );
       })
       .map((order) => {
         const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
@@ -330,7 +375,7 @@ export class OrderService {
 
     let isDraft = false;
 
-    if (data.type === 'ITEM') {
+    if (data.type === 'ITEM' || data.type === 'LIABILITY') {
       delete data.SymbolProfile.connect;
     } else {
       delete data.SymbolProfile.update;

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

@@ -8,6 +8,7 @@ import {
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsArray,
+  IsBoolean,
   IsEnum,
   IsISO8601,
   IsNumber,

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

@@ -0,0 +1,9 @@
+import { IsString } from 'class-validator';
+
+export class CreatePlatformDto {
+  @IsString()
+  name: string;
+
+  @IsString()
+  url: string;
+}

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

@@ -0,0 +1,114 @@
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import type { RequestWithUser } from '@ghostfolio/common/types';
+import {
+  Body,
+  Controller,
+  Delete,
+  Get,
+  HttpException,
+  Inject,
+  Param,
+  Post,
+  Put,
+  UseGuards
+} from '@nestjs/common';
+import { REQUEST } from '@nestjs/core';
+import { AuthGuard } from '@nestjs/passport';
+import { Platform } from '@prisma/client';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+
+import { CreatePlatformDto } from './create-platform.dto';
+import { PlatformService } from './platform.service';
+import { UpdatePlatformDto } from './update-platform.dto';
+
+@Controller('platform')
+export class PlatformController {
+  public constructor(
+    private readonly platformService: PlatformService,
+    @Inject(REQUEST) private readonly request: RequestWithUser
+  ) {}
+
+  @Get()
+  @UseGuards(AuthGuard('jwt'))
+  public async getPlatforms() {
+    return this.platformService.getPlatformsWithAccountCount();
+  }
+
+  @Post()
+  @UseGuards(AuthGuard('jwt'))
+  public async createPlatform(
+    @Body() data: CreatePlatformDto
+  ): Promise<Platform> {
+    if (
+      !hasPermission(this.request.user.permissions, permissions.createPlatform)
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+    return this.platformService.createPlatform(data);
+  }
+
+  @Put(':id')
+  @UseGuards(AuthGuard('jwt'))
+  public async updatePlatform(
+    @Param('id') id: string,
+    @Body() data: UpdatePlatformDto
+  ) {
+    if (
+      !hasPermission(this.request.user.permissions, permissions.updatePlatform)
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const originalPlatform = await this.platformService.getPlatform({
+      id
+    });
+
+    if (!originalPlatform) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.platformService.updatePlatform({
+      data: {
+        ...data
+      },
+      where: {
+        id
+      }
+    });
+  }
+
+  @Delete(':id')
+  @UseGuards(AuthGuard('jwt'))
+  public async deletePlatform(@Param('id') id: string) {
+    if (
+      !hasPermission(this.request.user.permissions, permissions.deletePlatform)
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const originalPlatform = await this.platformService.getPlatform({
+      id
+    });
+
+    if (!originalPlatform) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.platformService.deletePlatform({ id });
+  }
+}

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

@@ -0,0 +1,13 @@
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
+import { Module } from '@nestjs/common';
+
+import { PlatformController } from './platform.controller';
+import { PlatformService } from './platform.service';
+
+@Module({
+  controllers: [PlatformController],
+  exports: [PlatformService],
+  imports: [PrismaModule],
+  providers: [PlatformService]
+})
+export class PlatformModule {}

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

@@ -0,0 +1,83 @@
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+import { Injectable } from '@nestjs/common';
+import { Platform, Prisma } from '@prisma/client';
+
+@Injectable()
+export class PlatformService {
+  public constructor(private readonly prismaService: PrismaService) {}
+
+  public async getPlatform(
+    platformWhereUniqueInput: Prisma.PlatformWhereUniqueInput
+  ): Promise<Platform> {
+    return this.prismaService.platform.findUnique({
+      where: platformWhereUniqueInput
+    });
+  }
+
+  public async getPlatforms({
+    cursor,
+    orderBy,
+    skip,
+    take,
+    where
+  }: {
+    cursor?: Prisma.PlatformWhereUniqueInput;
+    orderBy?: Prisma.PlatformOrderByWithRelationInput;
+    skip?: number;
+    take?: number;
+    where?: Prisma.PlatformWhereInput;
+  } = {}) {
+    return this.prismaService.platform.findMany({
+      cursor,
+      orderBy,
+      skip,
+      take,
+      where
+    });
+  }
+
+  public async getPlatformsWithAccountCount() {
+    const platformsWithAccountCount =
+      await this.prismaService.platform.findMany({
+        include: {
+          _count: {
+            select: { Account: true }
+          }
+        }
+      });
+
+    return platformsWithAccountCount.map(({ _count, id, name, url }) => {
+      return {
+        id,
+        name,
+        url,
+        accountCount: _count.Account
+      };
+    });
+  }
+
+  public async createPlatform(data: Prisma.PlatformCreateInput) {
+    return this.prismaService.platform.create({
+      data
+    });
+  }
+
+  public async updatePlatform({
+    data,
+    where
+  }: {
+    data: Prisma.PlatformUpdateInput;
+    where: Prisma.PlatformWhereUniqueInput;
+  }): Promise<Platform> {
+    return this.prismaService.platform.update({
+      data,
+      where
+    });
+  }
+
+  public async deletePlatform(
+    where: Prisma.PlatformWhereUniqueInput
+  ): Promise<Platform> {
+    return this.prismaService.platform.delete({ where });
+  }
+}

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

@@ -0,0 +1,12 @@
+import { IsString } from 'class-validator';
+
+export class UpdatePlatformDto {
+  @IsString()
+  id: string;
+
+  @IsString()
+  name: string;
+
+  @IsString()
+  url: string;
+}

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

@@ -1,8 +1,8 @@
 import { parseDate, resetHours } from '@ghostfolio/common/helper';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
 import { addDays, endOfDay, isBefore, isSameDay } from 'date-fns';
 
 import { GetValueObject } from './interfaces/get-value-object.interface';
+import { GetValuesObject } from './interfaces/get-values-object.interface';
 import { GetValuesParams } from './interfaces/get-values-params.interface';
 
 function mockGetValue(symbol: string, date: Date) {
@@ -49,11 +49,9 @@ export const CurrentRateServiceMock = {
   getValues: ({
     dataGatheringItems,
     dateQuery
-  }: GetValuesParams): Promise<{
+  }: GetValuesParams): Promise<GetValuesObject> => {
-    dataProviderInfos: DataProviderInfo[];
-    values: GetValueObject[];
-  }> => {
     const values: GetValueObject[] = [];
+
     if (dateQuery.lt) {
       for (
         let date = resetHours(dateQuery.gte);
@@ -85,6 +83,7 @@ export const CurrentRateServiceMock = {
         }
       }
     }
-    return Promise.resolve({ values, dataProviderInfos: [] });
+
+    return Promise.resolve({ values, dataProviderInfos: [], errors: [] });
   }
 };

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

@@ -1,13 +1,13 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { DataSource, MarketData } from '@prisma/client';
 
 import { CurrentRateService } from './current-rate.service';
-import { GetValueObject } from './interfaces/get-value-object.interface';
+import { GetValuesObject } from './interfaces/get-values-object.interface';
 
-jest.mock('@ghostfolio/api/services/market-data.service', () => {
+jest.mock('@ghostfolio/api/services/market-data/market-data.service', () => {
   return {
     MarketDataService: jest.fn().mockImplementation(() => {
       return {
@@ -18,7 +18,8 @@ jest.mock('@ghostfolio/api/services/market-data.service', () => {
             createdAt: date,
             dataSource: DataSource.YAHOO,
             id: 'aefcbe3a-ee10-4c4f-9f2d-8ffad7b05584',
-            marketPrice: 1847.839966
+            marketPrice: 1847.839966,
+            state: 'CLOSE'
           });
         },
         getRange: ({
@@ -37,6 +38,7 @@ jest.mock('@ghostfolio/api/services/market-data.service', () => {
               date: dateRangeStart,
               id: '8fa48fde-f397-4b0d-adbc-fb940e830e6d',
               marketPrice: 1841.823902,
+              state: 'CLOSE',
               symbol: symbols[0]
             },
             {
@@ -45,6 +47,7 @@ jest.mock('@ghostfolio/api/services/market-data.service', () => {
               date: dateRangeEnd,
               id: '082d6893-df27-4c91-8a5d-092e84315b56',
               marketPrice: 1847.839966,
+              state: 'CLOSE',
               symbol: symbols[0]
             }
           ]);
@@ -54,14 +57,27 @@ jest.mock('@ghostfolio/api/services/market-data.service', () => {
   };
 });
 
-jest.mock('@ghostfolio/api/services/exchange-rate-data.service', () => {
+jest.mock(
+  '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service',
+  () => {
+    return {
+      ExchangeRateDataService: jest.fn().mockImplementation(() => {
+        return {
+          initialize: () => Promise.resolve(),
+          toCurrency: (value: number) => {
+            return 1 * value;
+          }
+        };
+      })
+    };
+  }
+);
+
+jest.mock('@ghostfolio/api/services/property/property.service', () => {
   return {
-    ExchangeRateDataService: jest.fn().mockImplementation(() => {
+    PropertyService: jest.fn().mockImplementation(() => {
       return {
-        initialize: () => Promise.resolve(),
+        getByKey: (key: string) => Promise.resolve({})
-        toCurrency: (value: number) => {
-          return 1 * value;
-        }
       };
     })
   };
@@ -72,9 +88,19 @@ describe('CurrentRateService', () => {
   let dataProviderService: DataProviderService;
   let exchangeRateDataService: ExchangeRateDataService;
   let marketDataService: MarketDataService;
+  let propertyService: PropertyService;
 
   beforeAll(async () => {
-    dataProviderService = new DataProviderService(null, [], null);
+    propertyService = new PropertyService(null);
+
+    dataProviderService = new DataProviderService(
+      null,
+      [],
+      null,
+      null,
+      propertyService,
+      null
+    );
     exchangeRateDataService = new ExchangeRateDataService(
       null,
       null,
@@ -104,21 +130,14 @@ describe('CurrentRateService', () => {
         },
         userCurrency: 'CHF'
       })
-    ).toMatchObject<{
+    ).toMatchObject<GetValuesObject>({
-      dataProviderInfos: DataProviderInfo[];
-      values: GetValueObject[];
-    }>({
       dataProviderInfos: [],
+      errors: [],
       values: [
         {
           date: undefined,
           marketPriceInBaseCurrency: 1841.823902,
           symbol: 'AMZN'
-        },
-        {
-          date: undefined,
-          marketPriceInBaseCurrency: 1847.839966,
-          symbol: 'AMZN'
         }
       ]
     });

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

@@ -1,13 +1,14 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { resetHours } from '@ghostfolio/common/helper';
-import { DataProviderInfo } from '@ghostfolio/common/interfaces';
+import { DataProviderInfo, ResponseError } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { isBefore, isToday } from 'date-fns';
-import { flatten } from 'lodash';
+import { flatten, isEmpty, uniqBy } from 'lodash';
 
 import { GetValueObject } from './interfaces/get-value-object.interface';
+import { GetValuesObject } from './interfaces/get-values-object.interface';
 import { GetValuesParams } from './interfaces/get-values-params.interface';
 
 @Injectable()
@@ -23,10 +24,7 @@ export class CurrentRateService {
     dataGatheringItems,
     dateQuery,
     userCurrency
-  }: GetValuesParams): Promise<{
+  }: GetValuesParams): Promise<GetValuesObject> {
-    dataProviderInfos: DataProviderInfo[];
-    values: GetValueObject[];
-  }> {
     const dataProviderInfos: DataProviderInfo[] = [];
     const includeToday =
       (!dateQuery.lt || isBefore(new Date(), dateQuery.lt)) &&
@@ -34,9 +32,10 @@ export class CurrentRateService {
       (!dateQuery.in || this.containsToday(dateQuery.in));
 
     const promises: Promise<GetValueObject[]>[] = [];
+    const quoteErrors: ResponseError['errors'] = [];
+    const today = resetHours(new Date());
 
     if (includeToday) {
-      const today = resetHours(new Date());
       promises.push(
         this.dataProviderService
           .getQuotes(dataGatheringItems)
@@ -51,18 +50,26 @@ export class CurrentRateService {
                 );
               }
 
-              result.push({
+              if (dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice) {
-                date: today,
+                result.push({
-                marketPriceInBaseCurrency:
+                  date: today,
-                  this.exchangeRateDataService.toCurrency(
+                  marketPriceInBaseCurrency:
-                    dataResultProvider?.[dataGatheringItem.symbol]
+                    this.exchangeRateDataService.toCurrency(
-                      ?.marketPrice ?? 0,
+                      dataResultProvider?.[dataGatheringItem.symbol]
-                    dataResultProvider?.[dataGatheringItem.symbol]?.currency,
+                        ?.marketPrice,
-                    userCurrency
+                      dataResultProvider?.[dataGatheringItem.symbol]?.currency,
-                  ),
+                      userCurrency
-                symbol: dataGatheringItem.symbol
+                    ),
-              });
+                  symbol: dataGatheringItem.symbol
+                });
+              } else {
+                quoteErrors.push({
+                  dataSource: dataGatheringItem.dataSource,
+                  symbol: dataGatheringItem.symbol
+                });
+              }
             }
+
             return result;
           })
       );
@@ -94,10 +101,60 @@ export class CurrentRateService {
         })
     );
 
-    return {
+    const values = flatten(await Promise.all(promises));
+
+    const response: GetValuesObject = {
       dataProviderInfos,
-      values: flatten(await Promise.all(promises))
+      errors: quoteErrors.map(({ dataSource, symbol }) => {
+        return { dataSource, symbol };
+      }),
+      values: uniqBy(values, ({ date, symbol }) => `${date}-${symbol}`)
     };
+
+    if (!isEmpty(quoteErrors)) {
+      for (const { symbol } of quoteErrors) {
+        try {
+          // If missing quote, fallback to the latest available historical market price
+          let value: GetValueObject = response.values.find((currentValue) => {
+            return currentValue.symbol === symbol && isToday(currentValue.date);
+          });
+
+          if (!value) {
+            value = {
+              symbol,
+              date: today,
+              marketPriceInBaseCurrency: 0
+            };
+
+            response.values.push(value);
+          }
+
+          const [latestValue] = response.values
+            .filter((currentValue) => {
+              return (
+                currentValue.symbol === symbol &&
+                currentValue.marketPriceInBaseCurrency
+              );
+            })
+            .sort((a, b) => {
+              if (a.date < b.date) {
+                return 1;
+              }
+
+              if (a.date > b.date) {
+                return -1;
+              }
+
+              return 0;
+            });
+
+          value.marketPriceInBaseCurrency =
+            latestValue.marketPriceInBaseCurrency;
+        } catch {}
+      }
+    }
+
+    return response;
   }
 
   private containsToday(dates: Date[]): boolean {

apps/api/src/app/portfolio/interfaces/get-values-object.interface.ts

@@ -0,0 +1,9 @@
+import { DataProviderInfo, ResponseError } from '@ghostfolio/common/interfaces';
+
+import { GetValueObject } from './get-value-object.interface';
+
+export interface GetValuesObject {
+  dataProviderInfos: DataProviderInfo[];
+  errors: ResponseError['errors'];
+  values: GetValueObject[];
+}

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

@@ -105,6 +105,40 @@ describe('PortfolioCalculator', () => {
 
       expect(investmentsByMonth).toEqual([
         { date: '2015-01-01', investment: new Big('640.86') },
+        { date: '2015-02-01', investment: new Big('0') },
+        { date: '2015-03-01', investment: new Big('0') },
+        { date: '2015-04-01', investment: new Big('0') },
+        { date: '2015-05-01', investment: new Big('0') },
+        { date: '2015-06-01', investment: new Big('0') },
+        { date: '2015-07-01', investment: new Big('0') },
+        { date: '2015-08-01', investment: new Big('0') },
+        { date: '2015-09-01', investment: new Big('0') },
+        { date: '2015-10-01', investment: new Big('0') },
+        { date: '2015-11-01', investment: new Big('0') },
+        { date: '2015-12-01', investment: new Big('0') },
+        { date: '2016-01-01', investment: new Big('0') },
+        { date: '2016-02-01', investment: new Big('0') },
+        { date: '2016-03-01', investment: new Big('0') },
+        { date: '2016-04-01', investment: new Big('0') },
+        { date: '2016-05-01', investment: new Big('0') },
+        { date: '2016-06-01', investment: new Big('0') },
+        { date: '2016-07-01', investment: new Big('0') },
+        { date: '2016-08-01', investment: new Big('0') },
+        { date: '2016-09-01', investment: new Big('0') },
+        { date: '2016-10-01', investment: new Big('0') },
+        { date: '2016-11-01', investment: new Big('0') },
+        { date: '2016-12-01', investment: new Big('0') },
+        { date: '2017-01-01', investment: new Big('0') },
+        { date: '2017-02-01', investment: new Big('0') },
+        { date: '2017-03-01', investment: new Big('0') },
+        { date: '2017-04-01', investment: new Big('0') },
+        { date: '2017-05-01', investment: new Big('0') },
+        { date: '2017-06-01', investment: new Big('0') },
+        { date: '2017-07-01', investment: new Big('0') },
+        { date: '2017-08-01', investment: new Big('0') },
+        { date: '2017-09-01', investment: new Big('0') },
+        { date: '2017-10-01', investment: new Big('0') },
+        { date: '2017-11-01', investment: new Big('0') },
         { date: '2017-12-01', investment: new Big('-14156.4') }
       ]);
     });

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

@@ -86,7 +86,7 @@ describe('PortfolioCalculator', () => {
         netPerformanceInPercentage: 13.100263852242744,
         netPerformance: 19.86,
         totalInvestment: 0,
-        value: 19.86
+        value: 0
       });
 
       expect(currentPositions).toEqual({

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

@@ -24,9 +24,10 @@ import {
   isSameYear,
   max,
   min,
-  set
+  set,
+  subDays
 } from 'date-fns';
-import { first, flatten, isNumber, last, sortBy } from 'lodash';
+import { first, flatten, isNumber, last, sortBy, uniq } from 'lodash';
 
 import { CurrentRateService } from './current-rate.service';
 import { CurrentPositions } from './interfaces/current-positions.interface';
@@ -182,10 +183,10 @@ export class PortfolioCalculator {
         return isBefore(parseDate(transactionPoint.date), end);
       }) ?? [];
 
-    const firstIndex = transactionPointsBeforeEndDate.length;
+    const currencies: { [symbol: string]: string } = {};
     const dates: Date[] = [];
     const dataGatheringItems: IDataGatheringItem[] = [];
-    const currencies: { [symbol: string]: string } = {};
+    const firstIndex = transactionPointsBeforeEndDate.length;
 
     let day = start;
 
@@ -235,87 +236,100 @@ export class PortfolioCalculator {
       }
     }
 
-    const netPerformanceValuesBySymbol: {
+    const valuesByDate: {
-      [symbol: string]: { [date: string]: Big };
+      [date: string]: {
+        maxTotalInvestmentValue: Big;
+        totalCurrentValue: Big;
+        totalInvestmentValue: Big;
+        totalNetPerformanceValue: Big;
+      };
     } = {};
 
-    const investmentValuesBySymbol: {
+    const valuesBySymbol: {
-      [symbol: string]: { [date: string]: Big };
+      [symbol: string]: {
+        currentValues: { [date: string]: Big };
+        investmentValues: { [date: string]: Big };
+        maxInvestmentValues: { [date: string]: Big };
+        netPerformanceValues: { [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 { investmentValues, maxInvestmentValues, netPerformanceValues } =
+      const {
-        this.getSymbolMetrics({
+        currentValues,
-          end,
+        investmentValues,
-          marketSymbolMap,
+        maxInvestmentValues,
-          start,
+        netPerformanceValues
-          step,
+      } = this.getSymbolMetrics({
-          symbol,
+        end,
-          isChartMode: true
+        marketSymbolMap,
-        });
+        start,
+        step,
+        symbol,
+        isChartMode: true
+      });
 
-      netPerformanceValuesBySymbol[symbol] = netPerformanceValues;
+      valuesBySymbol[symbol] = {
-      investmentValuesBySymbol[symbol] = investmentValues;
+        currentValues,
-      maxInvestmentValuesBySymbol[symbol] = maxInvestmentValues;
+        investmentValues,
+        maxInvestmentValues,
+        netPerformanceValues
+      };
     }
 
     for (const currentDate of dates) {
       const dateString = format(currentDate, DATE_FORMAT);
 
-      for (const symbol of Object.keys(netPerformanceValuesBySymbol)) {
+      for (const symbol of Object.keys(valuesBySymbol)) {
-        totalNetPerformanceValues[dateString] =
+        const symbolValues = valuesBySymbol[symbol];
-          totalNetPerformanceValues[dateString] ?? new Big(0);
 
-        if (netPerformanceValuesBySymbol[symbol]?.[dateString]) {
+        const currentValue =
-          totalNetPerformanceValues[dateString] = totalNetPerformanceValues[
+          symbolValues.currentValues?.[dateString] ?? new Big(0);
-            dateString
+        const investmentValue =
-          ].add(netPerformanceValuesBySymbol[symbol][dateString]);
+          symbolValues.investmentValues?.[dateString] ?? new Big(0);
-        }
+        const maxInvestmentValue =
+          symbolValues.maxInvestmentValues?.[dateString] ?? new Big(0);
+        const netPerformanceValue =
+          symbolValues.netPerformanceValues?.[dateString] ?? new Big(0);
 
-        totalInvestmentValues[dateString] =
+        valuesByDate[dateString] = {
-          totalInvestmentValues[dateString] ?? new Big(0);
+          totalCurrentValue: (
-
+            valuesByDate[dateString]?.totalCurrentValue ?? new Big(0)
-        maxTotalInvestmentValues[dateString] =
+          ).add(currentValue),
-          maxTotalInvestmentValues[dateString] ?? new Big(0);
+          totalInvestmentValue: (
-
+            valuesByDate[dateString]?.totalInvestmentValue ?? new Big(0)
-        if (investmentValuesBySymbol[symbol]?.[dateString]) {
+          ).add(investmentValue),
-          totalInvestmentValues[dateString] = totalInvestmentValues[
+          maxTotalInvestmentValue: (
-            dateString
+            valuesByDate[dateString]?.maxTotalInvestmentValue ?? new Big(0)
-          ].add(investmentValuesBySymbol[symbol][dateString]);
+          ).add(maxInvestmentValue),
-        }
+          totalNetPerformanceValue: (
-
+            valuesByDate[dateString]?.totalNetPerformanceValue ?? new Big(0)
-        if (maxInvestmentValuesBySymbol[symbol]?.[dateString]) {
+          ).add(netPerformanceValue)
-          maxTotalInvestmentValues[dateString] = maxTotalInvestmentValues[
+        };
-            dateString
-          ].add(maxInvestmentValuesBySymbol[symbol][dateString]);
-        }
       }
     }
 
-    return Object.keys(totalNetPerformanceValues).map((date) => {
+    return Object.entries(valuesByDate).map(([date, values]) => {
-      const netPerformanceInPercentage = maxTotalInvestmentValues[date].eq(0)
+      const {
+        maxTotalInvestmentValue,
+        totalCurrentValue,
+        totalInvestmentValue,
+        totalNetPerformanceValue
+      } = values;
+
+      const netPerformanceInPercentage = maxTotalInvestmentValue.eq(0)
         ? 0
-        : totalNetPerformanceValues[date]
+        : totalNetPerformanceValue
-            .div(maxTotalInvestmentValues[date])
+            .div(maxTotalInvestmentValue)
             .mul(100)
             .toNumber();
 
       return {
         date,
         netPerformanceInPercentage,
-        netPerformance: totalNetPerformanceValues[date].toNumber(),
+        netPerformance: totalNetPerformanceValue.toNumber(),
-        totalInvestment: totalInvestmentValues[date].toNumber(),
+        totalInvestment: totalInvestmentValue.toNumber(),
-        value: totalInvestmentValues[date]
+        value: totalCurrentValue.toNumber()
-          .plus(totalNetPerformanceValues[date])
-          .toNumber()
       };
     });
   }
@@ -347,7 +361,7 @@ export class PortfolioCalculator {
 
     let firstTransactionPoint: TransactionPoint = null;
     let firstIndex = transactionPointsBeforeEndDate.length;
-    const dates = [];
+    let dates = [];
     const dataGatheringItems: IDataGatheringItem[] = [];
     const currencies: { [symbol: string]: string } = {};
 
@@ -376,15 +390,37 @@ export class PortfolioCalculator {
 
     dates.push(resetHours(end));
 
-    const { dataProviderInfos, values: marketSymbols } =
+    // Add dates of last week for fallback
-      await this.currentRateService.getValues({
+    dates.push(subDays(resetHours(new Date()), 7));
-        currencies,
+    dates.push(subDays(resetHours(new Date()), 6));
-        dataGatheringItems,
+    dates.push(subDays(resetHours(new Date()), 5));
-        dateQuery: {
+    dates.push(subDays(resetHours(new Date()), 4));
-          in: dates
+    dates.push(subDays(resetHours(new Date()), 3));
-        },
+    dates.push(subDays(resetHours(new Date()), 2));
-        userCurrency: this.currency
+    dates.push(subDays(resetHours(new Date()), 1));
-      });
+    dates.push(resetHours(new Date()));
+
+    dates = uniq(
+      dates.map((date) => {
+        return date.getTime();
+      })
+    ).map((timestamp) => {
+      return new Date(timestamp);
+    });
+    dates.sort((a, b) => a.getTime() - b.getTime());
+
+    const {
+      dataProviderInfos,
+      errors: currentRateErrors,
+      values: marketSymbols
+    } = await this.currentRateService.getValues({
+      currencies,
+      dataGatheringItems,
+      dateQuery: {
+        in: dates
+      },
+      userCurrency: this.currency
+    });
 
     this.dataProviderInfos = dataProviderInfos;
 
@@ -459,7 +495,13 @@ export class PortfolioCalculator {
         transactionCount: item.transactionCount
       });
 
-      if (hasErrors && item.investment.gt(0)) {
+      if (
+        (hasErrors ||
+          currentRateErrors.find(({ dataSource, symbol }) => {
+            return dataSource === item.dataSource && symbol === item.symbol;
+          })) &&
+        item.investment.gt(0)
+      ) {
         errors.push({ dataSource: item.dataSource, symbol: item.symbol });
       }
     }
@@ -502,7 +544,7 @@ export class PortfolioCalculator {
       return [];
     }
 
-    const investments = [];
+    const investments: { date: string; investment: Big }[] = [];
     let currentDate: Date;
     let investmentByGroup = new Big(0);
 
@@ -512,13 +554,11 @@ export class PortfolioCalculator {
         (groupBy === 'year' || isSameMonth(parseDate(order.date), currentDate))
       ) {
         // Same group: Add up investments
-
         investmentByGroup = investmentByGroup.plus(
           order.quantity.mul(order.unitPrice).mul(this.getFactor(order.type))
         );
       } else {
         // New group: Store previous group and reset
-
         if (currentDate) {
           investments.push({
             date: format(
@@ -553,7 +593,39 @@ export class PortfolioCalculator {
       }
     }
 
-    return investments;
+    // Fill in the missing dates with investment = 0
+    const startDate = parseDate(first(this.orders).date);
+    const endDate = parseDate(last(this.orders).date);
+
+    const allDates: string[] = [];
+    currentDate = startDate;
+
+    while (currentDate <= endDate) {
+      allDates.push(
+        format(
+          set(currentDate, {
+            date: 1,
+            month: groupBy === 'year' ? 0 : currentDate.getMonth()
+          }),
+          DATE_FORMAT
+        )
+      );
+      currentDate.setMonth(currentDate.getMonth() + 1);
+    }
+
+    for (const date of allDates) {
+      const existingInvestment = investments.find((investment) => {
+        return investment.date === date;
+      });
+
+      if (!existingInvestment) {
+        investments.push({ date, investment: new Big(0) });
+      }
+    }
+
+    return sortBy(investments, (investment) => {
+      return investment.date;
+    });
   }
 
   public async calculateTimeline(
@@ -709,7 +781,7 @@ export class PortfolioCalculator {
         );
       } else if (!currentPosition.quantity.eq(0)) {
         Logger.warn(
-          `Missing initial value for symbol ${currentPosition.symbol} at ${currentPosition.firstBuyDate}`,
+          `Missing historical market data for symbol ${currentPosition.symbol}`,
           'PortfolioCalculator'
         );
         hasErrors = true;
@@ -906,12 +978,16 @@ export class PortfolioCalculator {
 
     if (orders.length <= 0) {
       return {
+        currentValues: {},
+        grossPerformance: new Big(0),
+        grossPerformancePercentage: new Big(0),
         hasErrors: false,
         initialValue: new Big(0),
+        investmentValues: {},
+        maxInvestmentValues: {},
         netPerformance: new Big(0),
         netPerformancePercentage: new Big(0),
-        grossPerformance: new Big(0),
+        netPerformanceValues: {}
-        grossPerformancePercentage: new Big(0)
       };
     }
 
@@ -946,6 +1022,7 @@ export class PortfolioCalculator {
     let grossPerformanceFromSells = new Big(0);
     let initialValue: Big;
     let investmentAtStartDate: Big;
+    const currentValues: { [date: string]: Big } = {};
     const investmentValues: { [date: string]: Big } = {};
     const maxInvestmentValues: { [date: string]: Big } = {};
     let lastAveragePrice = new Big(0);
@@ -1164,6 +1241,7 @@ export class PortfolioCalculator {
       }
 
       if (isChartMode && i > indexOfStartOrder) {
+        currentValues[order.date] = valueOfInvestment;
         netPerformanceValues[order.date] = grossPerformance
           .minus(grossPerformanceAtStartDate)
           .minus(fees.minus(feesAtStartDate));
@@ -1261,15 +1339,16 @@ export class PortfolioCalculator {
     }
 
     return {
-      initialValue,
+      currentValues,
       grossPerformancePercentage,
+      initialValue,
       investmentValues,
       maxInvestmentValues,
       netPerformancePercentage,
       netPerformanceValues,
+      grossPerformance: totalGrossPerformance,
       hasErrors: totalUnits.gt(0) && (!initialValue || !unitPriceAtEndDate),
-      netPerformance: totalNetPerformance,
+      netPerformance: totalNetPerformance
-      grossPerformance: totalGrossPerformance
     };
   }
 

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

@@ -8,8 +8,8 @@ import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/
 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 { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import {
   PortfolioDetails,
@@ -91,6 +91,7 @@ export class PortfolioController {
       filteredValueInPercentage,
       hasErrors,
       holdings,
+      platforms,
       summary,
       totalValueInBaseCurrency
     } = await this.portfolioService.getDetails({
@@ -136,9 +137,12 @@ export class PortfolioController {
           portfolioPosition.value / totalValue;
       }
 
-      for (const [name, { current, original }] of Object.entries(accounts)) {
+      for (const [name, { valueInBaseCurrency }] of Object.entries(accounts)) {
-        accounts[name].current = current / totalValue;
+        accounts[name].valueInPercentage = valueInBaseCurrency / totalValue;
-        accounts[name].original = original / totalInvestment;
+      }
+
+      for (const [name, { valueInBaseCurrency }] of Object.entries(platforms)) {
+        platforms[name].valueInPercentage = valueInBaseCurrency / totalValue;
       }
     }
 
@@ -158,6 +162,7 @@ export class PortfolioController {
         'excludedAccountsAndActivities',
         'fees',
         'items',
+        'liabilities',
         'netWorth',
         'totalBuy',
         'totalSell'
@@ -182,6 +187,7 @@ export class PortfolioController {
       filteredValueInPercentage,
       hasError,
       holdings,
+      platforms,
       totalValueInBaseCurrency,
       summary: portfolioSummary
     };
@@ -253,11 +259,12 @@ export class PortfolioController {
       filterByTags
     });
 
-    let investments = await this.portfolioService.getInvestments({
+    let { investments, streaks } = await this.portfolioService.getInvestments({
       dateRange,
       filters,
       groupBy,
-      impersonationId
+      impersonationId,
+      savingsRate: this.request.user?.Settings?.settings.savingsRate
     });
 
     if (
@@ -273,6 +280,11 @@ export class PortfolioController {
         date: item.date,
         investment: item.investment / maxInvestment
       }));
+
+      streaks = nullifyValuesInObject(streaks, [
+        'currentStreak',
+        'longestStreak'
+      ]);
     }
 
     if (
@@ -282,9 +294,14 @@ export class PortfolioController {
       investments = investments.map((item) => {
         return nullifyValuesInObject(item, ['investment']);
       });
+
+      streaks = nullifyValuesInObject(streaks, [
+        'currentStreak',
+        'longestStreak'
+      ]);
     }
 
-    return { investments };
+    return { investments, streaks };
   }
 
   @Get('performance')

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

@@ -3,14 +3,14 @@ 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 { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { ImpersonationModule } from '@ghostfolio/api/services/impersonation.module';
+import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module';
-import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
+import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { CurrentRateService } from './current-rate.service';

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

@@ -7,18 +7,15 @@ import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfol
 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';
-import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
 import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
 import { CurrencyClusterRiskBaseCurrencyCurrentInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/base-currency-current-investment';
-import { CurrencyClusterRiskBaseCurrencyInitialInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/base-currency-initial-investment';
 import { CurrencyClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/current-investment';
-import { CurrencyClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/initial-investment';
 import { FeeRatioInitialInvestment } from '@ghostfolio/api/models/rules/fees/fee-ratio-initial-investment';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
-import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import {
   EMERGENCY_FUND_TAG_ID,
   MAX_CHART_ITEMS,
@@ -31,14 +28,14 @@ import {
   Filter,
   HistoricalDataItem,
   PortfolioDetails,
+  PortfolioInvestments,
   PortfolioPerformanceResponse,
   PortfolioPosition,
   PortfolioReport,
   PortfolioSummary,
   Position,
   TimelinePosition,
-  UserSettings,
+  UserSettings
-  UserWithSettings
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type {
@@ -47,7 +44,8 @@ import type {
   GroupBy,
   Market,
   OrderWithAccount,
-  RequestWithUser
+  RequestWithUser,
+  UserWithSettings
 } from '@ghostfolio/common/types';
 import { Inject, Injectable } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
@@ -149,7 +147,8 @@ export class PortfolioService {
         }
       }
 
-      const valueInBaseCurrency = details.accounts[account.id]?.current ?? 0;
+      const valueInBaseCurrency =
+        details.accounts[account.id]?.valueInBaseCurrency ?? 0;
 
       const result = {
         ...account,
@@ -254,13 +253,15 @@ export class PortfolioService {
     dateRange,
     filters,
     groupBy,
-    impersonationId
+    impersonationId,
+    savingsRate
   }: {
     dateRange: DateRange;
     filters?: Filter[];
     groupBy?: GroupBy;
     impersonationId: string;
-  }): Promise<InvestmentItem[]> {
+    savingsRate: number;
+  }): Promise<PortfolioInvestments> {
     const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { portfolioOrders, transactionPoints } =
@@ -278,7 +279,10 @@ export class PortfolioService {
 
     portfolioCalculator.setTransactionPoints(transactionPoints);
     if (transactionPoints.length === 0) {
-      return [];
+      return {
+        investments: [],
+        streaks: { currentStreak: 0, longestStreak: 0 }
+      };
     }
 
     let investments: InvestmentItem[];
@@ -348,9 +352,23 @@ export class PortfolioService {
       parseDate(investments[0]?.date)
     );
 
-    return investments.filter(({ date }) => {
+    investments = investments.filter(({ date }) => {
       return !isBefore(parseDate(date), startDate);
     });
+
+    let streaks: PortfolioInvestments['streaks'];
+
+    if (savingsRate) {
+      streaks = this.getStreaks({
+        investments,
+        savingsRate: groupBy === 'year' ? 12 * savingsRate : savingsRate
+      });
+    }
+
+    return {
+      investments,
+      streaks
+    };
   }
 
   public async getChart({
@@ -462,10 +480,18 @@ export class PortfolioService {
     });
 
     const holdings: PortfolioDetails['holdings'] = {};
-    const totalInvestmentInBaseCurrency = currentPositions.totalInvestment.plus(
+    const totalValueInBaseCurrency = currentPositions.currentValue.plus(
       cashDetails.balanceInBaseCurrency
     );
-    let filteredValueInBaseCurrency = currentPositions.currentValue;
+
+    const isFilteredByAccount =
+      filters?.some((filter) => {
+        return filter.type === 'ACCOUNT';
+      }) ?? false;
+
+    let filteredValueInBaseCurrency = isFilteredByAccount
+      ? totalValueInBaseCurrency
+      : currentPositions.currentValue;
 
     if (
       filters?.length === 0 ||
@@ -484,13 +510,10 @@ export class PortfolioService {
         symbol: position.symbol
       };
     });
-    const symbols = currentPositions.positions.map(
-      (position) => position.symbol
-    );
 
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
       this.dataProviderService.getQuotes(dataGatheringItems),
-      this.symbolProfileService.getSymbolProfilesBySymbols(symbols)
+      this.symbolProfileService.getSymbolProfiles(dataGatheringItems)
     ]);
 
     const symbolProfileMap: { [symbol: string]: EnhancedSymbolProfile } = {};
@@ -564,12 +587,11 @@ export class PortfolioService {
       };
     }
 
-    if (
+    const isFilteredByCash = filters?.some((filter) => {
-      filters?.length === 0 ||
+      return filter.type === 'ASSET_CLASS' && filter.id === 'CASH';
-      (filters?.length === 1 &&
+    });
-        filters[0].type === 'ASSET_CLASS' &&
+
-        filters[0].id === 'CASH')
+    if (filters?.length === 0 || isFilteredByAccount || isFilteredByCash) {
-    ) {
       const cashPositions = await this.getCashPositions({
         cashDetails,
         userCurrency,
@@ -581,7 +603,7 @@ export class PortfolioService {
       }
     }
 
-    const accounts = await this.getValueOfAccounts({
+    const { accounts, platforms } = await this.getValueOfAccountsAndPlatforms({
       filters,
       orders,
       portfolioItemsNow,
@@ -595,7 +617,7 @@ export class PortfolioService {
       filters[0].id === EMERGENCY_FUND_TAG_ID &&
       filters[0].type === 'TAG'
     ) {
-      const cashPositions = await this.getCashPositions({
+      const emergencyFundCashPositions = await this.getCashPositions({
         cashDetails,
         userCurrency,
         value: filteredValueInBaseCurrency
@@ -614,13 +636,12 @@ export class PortfolioService {
       accounts[UNKNOWN_KEY] = {
         balance: 0,
         currency: userCurrency,
-        current: emergencyFundInCash,
         name: UNKNOWN_KEY,
-        original: emergencyFundInCash
+        valueInBaseCurrency: emergencyFundInCash
       };
 
       holdings[userCurrency] = {
-        ...cashPositions[userCurrency],
+        ...emergencyFundCashPositions[userCurrency],
         investment: emergencyFundInCash,
         value: emergencyFundInCash
       };
@@ -640,6 +661,7 @@ export class PortfolioService {
     return {
       accounts,
       holdings,
+      platforms,
       summary,
       filteredValueInBaseCurrency: filteredValueInBaseCurrency.toNumber(),
       filteredValueInPercentage: summary.netWorth
@@ -792,16 +814,6 @@ export class PortfolioService {
       let maxPrice = Math.max(orders[0].unitPrice, marketPrice);
       let minPrice = Math.min(orders[0].unitPrice, marketPrice);
 
-      if (!historicalData?.[aSymbol]?.[firstBuyDate]) {
-        // Add historical entry for buy date, if no historical data available
-        historicalDataArray.push({
-          averagePrice: orders[0].unitPrice,
-          date: firstBuyDate,
-          marketPrice: orders[0].unitPrice,
-          quantity: orders[0].quantity
-        });
-      }
-
       if (historicalData[aSymbol]) {
         let j = -1;
         for (const [date, { marketPrice }] of Object.entries(
@@ -813,11 +825,16 @@ export class PortfolioService {
           ) {
             j++;
           }
+
           let currentAveragePrice = 0;
           let currentQuantity = 0;
+
           const currentSymbol = transactionPoints[j].items.find(
-            (item) => item.symbol === aSymbol
+            ({ symbol }) => {
+              return symbol === aSymbol;
+            }
           );
+
           if (currentSymbol) {
             currentAveragePrice = currentSymbol.quantity.eq(0)
               ? 0
@@ -827,14 +844,25 @@ export class PortfolioService {
 
           historicalDataArray.push({
             date,
-            marketPrice,
             averagePrice: currentAveragePrice,
+            marketPrice:
+              historicalDataArray.length > 0
+                ? marketPrice
+                : currentAveragePrice,
             quantity: currentQuantity
           });
 
           maxPrice = Math.max(marketPrice ?? 0, maxPrice);
           minPrice = Math.min(marketPrice ?? Number.MAX_SAFE_INTEGER, minPrice);
         }
+      } else {
+        // Add historical entry for buy date, if no historical data available
+        historicalDataArray.push({
+          averagePrice: orders[0].unitPrice,
+          date: firstBuyDate,
+          marketPrice: orders[0].unitPrice,
+          quantity: orders[0].quantity
+        });
       }
 
       return {
@@ -979,11 +1007,13 @@ export class PortfolioService {
       };
     });
 
-    const symbols = positions.map((position) => position.symbol);
-
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
       this.dataProviderService.getQuotes(dataGatheringItem),
-      this.symbolProfileService.getSymbolProfilesBySymbols(symbols)
+      this.symbolProfileService.getSymbolProfiles(
+        positions.map(({ dataSource, symbol }) => {
+          return { dataSource, symbol };
+        })
+      )
     ]);
 
     const symbolProfileMap: { [symbol: string]: EnhancedSymbolProfile } = {};
@@ -1168,7 +1198,7 @@ export class PortfolioService {
       portfolioItemsNow[position.symbol] = position;
     }
 
-    const accounts = await this.getValueOfAccounts({
+    const { accounts } = await this.getValueOfAccountsAndPlatforms({
       orders,
       portfolioItemsNow,
       userCurrency,
@@ -1179,10 +1209,6 @@ export class PortfolioService {
       rules: {
         accountClusterRisk: await this.rulesService.evaluate(
           [
-            new AccountClusterRiskInitialInvestment(
-              this.exchangeRateDataService,
-              accounts
-            ),
             new AccountClusterRiskCurrentInvestment(
               this.exchangeRateDataService,
               accounts
@@ -1196,18 +1222,10 @@ export class PortfolioService {
         ),
         currencyClusterRisk: await this.rulesService.evaluate(
           [
-            new CurrencyClusterRiskBaseCurrencyInitialInvestment(
-              this.exchangeRateDataService,
-              positions
-            ),
             new CurrencyClusterRiskBaseCurrencyCurrentInvestment(
               this.exchangeRateDataService,
               positions
             ),
-            new CurrencyClusterRiskInitialInvestment(
-              this.exchangeRateDataService,
-              positions
-            ),
             new CurrencyClusterRiskCurrentInvestment(
               this.exchangeRateDataService,
               positions
@@ -1284,12 +1302,11 @@ export class PortfolioService {
   }: {
     activities: OrderWithAccount[];
     date?: Date;
-
     userCurrency: string;
   }) {
     return activities
       .filter((activity) => {
-        // Filter out all activities before given date and type dividend
+        // Filter out all activities before given date (drafts) and type dividend
         return (
           isBefore(date, new Date(activity.date)) &&
           activity.type === TypeOfOrder.DIVIDEND
@@ -1413,7 +1430,7 @@ export class PortfolioService {
   }) {
     return activities
       .filter((activity) => {
-        // Filter out all activities before given date
+        // Filter out all activities before given date (drafts)
         return isBefore(date, new Date(activity.date));
       })
       .map(({ fee, SymbolProfile }) => {
@@ -1460,19 +1477,37 @@ export class PortfolioService {
     };
   }
 
-  private getItems(orders: OrderWithAccount[], date = new Date(0)) {
+  private getItems(activities: OrderWithAccount[], date = new Date(0)) {
-    return orders
+    return activities
-      .filter((order) => {
+      .filter((activity) => {
-        // Filter out all orders before given date and type item
+        // Filter out all activities before given date (drafts) and type item
         return (
-          isBefore(date, new Date(order.date)) &&
+          isBefore(date, new Date(activity.date)) &&
-          order.type === TypeOfOrder.ITEM
+          activity.type === TypeOfOrder.ITEM
         );
       })
-      .map((order) => {
+      .map(({ quantity, SymbolProfile, unitPrice }) => {
         return this.exchangeRateDataService.toCurrency(
-          new Big(order.quantity).mul(order.unitPrice).toNumber(),
+          new Big(quantity).mul(unitPrice).toNumber(),
-          order.SymbolProfile.currency,
+          SymbolProfile.currency,
+          this.request.user.Settings.settings.baseCurrency
+        );
+      })
+      .reduce(
+        (previous, current) => new Big(previous).plus(current),
+        new Big(0)
+      );
+  }
+
+  private getLiabilities(activities: OrderWithAccount[]) {
+    return activities
+      .filter(({ type }) => {
+        return type === TypeOfOrder.LIABILITY;
+      })
+      .map(({ quantity, SymbolProfile, unitPrice }) => {
+        return this.exchangeRateDataService.toCurrency(
+          new Big(quantity).mul(unitPrice).toNumber(),
+          SymbolProfile.currency,
           this.request.user.Settings.settings.baseCurrency
         );
       })
@@ -1512,6 +1547,28 @@ export class PortfolioService {
     return portfolioStart;
   }
 
+  private getStreaks({
+    investments,
+    savingsRate
+  }: {
+    investments: InvestmentItem[];
+    savingsRate: number;
+  }) {
+    let currentStreak = 0;
+    let longestStreak = 0;
+
+    for (const { investment } of investments) {
+      if (investment >= savingsRate) {
+        currentStreak++;
+        longestStreak = Math.max(longestStreak, currentStreak);
+      } else {
+        currentStreak = 0;
+      }
+    }
+
+    return { currentStreak, longestStreak };
+  }
+
   private async getSummary({
     balanceInBaseCurrency,
     emergencyFundPositionsValueInBaseCurrency,
@@ -1561,6 +1618,7 @@ export class PortfolioService {
     const fees = this.getFees({ activities, userCurrency }).toNumber();
     const firstOrderDate = activities[0]?.date;
     const items = this.getItems(activities).toNumber();
+    const liabilities = this.getLiabilities(activities).toNumber();
 
     const totalBuy = this.getTotalByType(activities, userCurrency, 'BUY');
     const totalSell = this.getTotalByType(activities, userCurrency, 'SELL');
@@ -1593,6 +1651,7 @@ export class PortfolioService {
       .plus(performanceInformation.performance.currentValue)
       .plus(items)
       .plus(excludedAccountsAndActivities)
+      .minus(liabilities)
       .toNumber();
 
     const daysInMarket = differenceInDays(new Date(), firstOrderDate);
@@ -1619,6 +1678,7 @@ export class PortfolioService {
       fees,
       firstOrderDate,
       items,
+      liabilities,
       netWorth,
       totalBuy,
       totalSell,
@@ -1700,7 +1760,7 @@ export class PortfolioService {
     };
   }
 
-  private async getValueOfAccounts({
+  private async getValueOfAccountsAndPlatforms({
     filters = [],
     orders,
     portfolioItemsNow,
@@ -1724,6 +1784,7 @@ export class PortfolioService {
     });
 
     const accounts: PortfolioDetails['accounts'] = {};
+    const platforms: PortfolioDetails['platforms'] = {};
 
     let currentAccounts: (Account & {
       Order?: Order[];
@@ -1734,6 +1795,7 @@ export class PortfolioService {
       currentAccounts = await this.accountService.getAccounts(userId);
     } else if (filters.length === 1 && filters[0].type === 'ACCOUNT') {
       currentAccounts = await this.accountService.accounts({
+        include: { Platform: true },
         where: { id: filters[0].id }
       });
     } else {
@@ -1744,6 +1806,7 @@ export class PortfolioService {
       );
 
       currentAccounts = await this.accountService.accounts({
+        include: { Platform: true },
         where: { id: { in: accountIds } }
       });
     }
@@ -1768,65 +1831,76 @@ export class PortfolioService {
       accounts[account.id] = {
         balance: account.balance,
         currency: account.currency,
-        current: this.exchangeRateDataService.toCurrency(
-          account.balance,
-          account.currency,
-          userCurrency
-        ),
         name: account.name,
-        original: this.exchangeRateDataService.toCurrency(
+        valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
           account.balance,
           account.currency,
           userCurrency
         )
       };
 
+      if (platforms[account.Platform?.id || UNKNOWN_KEY]?.valueInBaseCurrency) {
+        platforms[account.Platform?.id || UNKNOWN_KEY].valueInBaseCurrency +=
+          this.exchangeRateDataService.toCurrency(
+            account.balance,
+            account.currency,
+            userCurrency
+          );
+      } else {
+        platforms[account.Platform?.id || UNKNOWN_KEY] = {
+          balance: account.balance,
+          currency: account.currency,
+          name: account.Platform?.name,
+          valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
+            account.balance,
+            account.currency,
+            userCurrency
+          )
+        };
+      }
+
       for (const order of ordersByAccount) {
         let currentValueOfSymbolInBaseCurrency =
           order.quantity *
           (portfolioItemsNow[order.SymbolProfile.symbol]?.marketPrice ??
             order.unitPrice ??
             0);
-        let originalValueOfSymbolInBaseCurrency =
-          this.exchangeRateDataService.toCurrency(
-            order.quantity * order.unitPrice,
-            order.SymbolProfile.currency,
-            userCurrency
-          );
 
         if (order.type === 'SELL') {
           currentValueOfSymbolInBaseCurrency *= -1;
-          originalValueOfSymbolInBaseCurrency *= -1;
         }
 
-        if (accounts[order.Account?.id || UNKNOWN_KEY]?.current) {
+        if (accounts[order.Account?.id || UNKNOWN_KEY]?.valueInBaseCurrency) {
-          accounts[order.Account?.id || UNKNOWN_KEY].current +=
+          accounts[order.Account?.id || UNKNOWN_KEY].valueInBaseCurrency +=
             currentValueOfSymbolInBaseCurrency;
-          accounts[order.Account?.id || UNKNOWN_KEY].original +=
-            originalValueOfSymbolInBaseCurrency;
         } else {
           accounts[order.Account?.id || UNKNOWN_KEY] = {
             balance: 0,
             currency: order.Account?.currency,
-            current: currentValueOfSymbolInBaseCurrency,
             name: account.name,
-            original: originalValueOfSymbolInBaseCurrency
+            valueInBaseCurrency: currentValueOfSymbolInBaseCurrency
+          };
+        }
+
+        if (
+          platforms[order.Account?.Platform?.id || UNKNOWN_KEY]
+            ?.valueInBaseCurrency
+        ) {
+          platforms[
+            order.Account?.Platform?.id || UNKNOWN_KEY
+          ].valueInBaseCurrency += currentValueOfSymbolInBaseCurrency;
+        } else {
+          platforms[order.Account?.Platform?.id || UNKNOWN_KEY] = {
+            balance: 0,
+            currency: order.Account?.currency,
+            name: account.Platform?.name,
+            valueInBaseCurrency: currentValueOfSymbolInBaseCurrency
           };
         }
       }
     }
 
-    return accounts;
+    return { accounts, platforms };
-  }
-
-  private async getUserId(aImpersonationId: string, aUserId: string) {
-    const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(
-        aImpersonationId,
-        aUserId
-      );
-
-    return impersonationUserId || aUserId;
   }
 
   private getTotalByType(
@@ -1855,4 +1929,11 @@ export class PortfolioService {
       this.baseCurrency
     );
   }
+
+  private async getUserId(aImpersonationId: string, aUserId: string) {
+    const impersonationUserId =
+      await this.impersonationService.validateImpersonationId(aImpersonationId);
+
+    return impersonationUserId || aUserId;
+  }
 }

apps/api/src/app/redis-cache/redis-cache.module.ts

@@ -1,5 +1,5 @@
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { CacheManagerOptions, CacheModule, Module } from '@nestjs/common';
 import * as redisStore from 'cache-manager-redis-store';
 

apps/api/src/app/redis-cache/redis-cache.service.ts

@@ -1,4 +1,5 @@
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import { CACHE_MANAGER, Inject, Injectable } from '@nestjs/common';
 import { Cache } from 'cache-manager';
 
@@ -13,6 +14,10 @@ export class RedisCacheService {
     return await this.cache.get(key);
   }
 
+  public getQuoteKey({ dataSource, symbol }: UniqueAsset) {
+    return `quote-${dataSource}-${symbol}`;
+  }
+
   public async remove(key: string) {
     await this.cache.del(key);
   }

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

@@ -1,4 +1,4 @@
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import {
   DEFAULT_LANGUAGE_CODE,

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

@@ -1,5 +1,5 @@
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { Module } from '@nestjs/common';
 

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

@@ -1,12 +1,8 @@
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
-import {
+import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
-  DEFAULT_LANGUAGE_CODE,
+import { UserWithSettings } from '@ghostfolio/common/types';
-  PROPERTY_STRIPE_CONFIG
+import { SubscriptionType } from '@ghostfolio/common/types/subscription-type.type';
-} from '@ghostfolio/common/config';
-import { UserWithSettings } from '@ghostfolio/common/interfaces';
-import { Subscription as SubscriptionInterface } from '@ghostfolio/common/interfaces/subscription.interface';
-import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
 import { Injectable, Logger } from '@nestjs/common';
 import { Subscription } from '@prisma/client';
 import { addMilliseconds, isBefore } from 'date-fns';
@@ -101,19 +97,8 @@ export class SubscriptionService {
         aCheckoutSessionId
       );
 
-      let subscriptions: SubscriptionInterface[] = [];
-
-      const stripeConfig = (await this.prismaService.property.findUnique({
-        where: { key: PROPERTY_STRIPE_CONFIG }
-      })) ?? { value: '{}' };
-
-      subscriptions = [JSON.parse(stripeConfig.value)];
-
-      const coupon = subscriptions[0]?.coupon ?? 0;
-      const price = subscriptions[0]?.price ?? 0;
-
       await this.createSubscription({
-        price: price - coupon,
+        price: session.amount_total / 100,
         userId: session.client_reference_id
       });
 
@@ -123,7 +108,9 @@ export class SubscriptionService {
     }
   }
 
-  public getSubscription(aSubscriptions: Subscription[]) {
+  public getSubscription(
+    aSubscriptions: Subscription[]
+  ): UserWithSettings['subscription'] {
     if (aSubscriptions.length > 0) {
       const latestSubscription = aSubscriptions.reduce((a, b) => {
         return new Date(a.expiresAt) > new Date(b.expiresAt) ? a : b;
@@ -131,12 +118,14 @@ export class SubscriptionService {
 
       return {
         expiresAt: latestSubscription.expiresAt,
+        offer: latestSubscription.price === 0 ? 'default' : 'renewal',
         type: isBefore(new Date(), latestSubscription.expiresAt)
           ? SubscriptionType.Premium
           : SubscriptionType.Basic
       };
     } else {
       return {
+        offer: 'default',
         type: SubscriptionType.Basic
       };
     }

apps/api/src/app/symbol/interfaces/lookup-item.interface.ts

@@ -1,6 +1,8 @@
-import { DataSource } from '@prisma/client';
+import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 
 export interface LookupItem {
+  assetClass: AssetClass;
+  assetSubClass: AssetSubClass;
   currency: string;
   dataSource: DataSource;
   name: string;

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

@@ -1,15 +1,18 @@
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
 import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
   Get,
   HttpException,
+  Inject,
   Param,
   Query,
   UseGuards,
   UseInterceptors
 } from '@nestjs/common';
+import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { DataSource } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
@@ -21,7 +24,10 @@ import { SymbolService } from './symbol.service';
 
 @Controller('symbol')
 export class SymbolController {
-  public constructor(private readonly symbolService: SymbolService) {}
+  public constructor(
+    @Inject(REQUEST) private readonly request: RequestWithUser,
+    private readonly symbolService: SymbolService
+  ) {}
 
   /**
    * Must be before /:symbol
@@ -30,10 +36,15 @@ export class SymbolController {
   @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async lookupSymbol(
-    @Query() { query = '' }
+    @Query('includeIndices') includeIndices: boolean = false,
+    @Query('query') query = ''
   ): Promise<{ items: LookupItem[] }> {
     try {
-      return this.symbolService.lookup(query.toLowerCase());
+      return this.symbolService.lookup({
+        includeIndices,
+        query: query.toLowerCase(),
+        user: this.request.user
+      });
     } catch {
       throw new HttpException(
         getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR),
@@ -51,7 +62,7 @@ export class SymbolController {
   public async getSymbolData(
     @Param('dataSource') dataSource: DataSource,
     @Param('symbol') symbol: string,
-    @Query('includeHistoricalData') includeHistoricalData?: number
+    @Query('includeHistoricalData') includeHistoricalData = 0
   ): Promise<SymbolItem> {
     if (!DataSource[dataSource]) {
       throw new HttpException(

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

@@ -1,7 +1,7 @@
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
+import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 
 import { SymbolController } from './symbol.controller';

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

@@ -3,9 +3,10 @@ import {
   IDataGatheringItem,
   IDataProviderHistoricalResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
-import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { HistoricalDataItem } from '@ghostfolio/common/interfaces';
+import { UserWithSettings } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
 import { format, subDays } from 'date-fns';
 
@@ -79,15 +80,27 @@ export class SymbolService {
     };
   }
 
-  public async lookup(aQuery: string): Promise<{ items: LookupItem[] }> {
+  public async lookup({
+    includeIndices = false,
+    query,
+    user
+  }: {
+    includeIndices?: boolean;
+    query: string;
+    user: UserWithSettings;
+  }): Promise<{ items: LookupItem[] }> {
     const results: { items: LookupItem[] } = { items: [] };
 
-    if (!aQuery) {
+    if (!query) {
       return results;
     }
 
     try {
-      const { items } = await this.dataProviderService.search(aQuery);
+      const { items } = await this.dataProviderService.search({
+        includeIndices,
+        query,
+        user
+      });
       results.items = items;
       return results;
     } catch (error) {

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

@@ -3,17 +3,20 @@ import type {
   DateRange,
   ViewMode
 } from '@ghostfolio/common/types';
-import { Type } from 'class-transformer';
 import {
   IsBoolean,
-  IsIn,
   IsISO8601,
+  IsIn,
   IsNumber,
   IsOptional,
   IsString
 } from 'class-validator';
 
 export class UpdateUserSettingDto {
+  @IsNumber()
+  @IsOptional()
+  annualInterestRate?: number;
+
   @IsOptional()
   @IsString()
   baseCurrency?: string;

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

@@ -1,6 +1,6 @@
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { TagModule } from '@ghostfolio/api/services/tag/tag.module';
 import { Module } from '@nestjs/common';

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

@@ -1,19 +1,17 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { environment } from '@ghostfolio/api/environments/environment';
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import { PROPERTY_IS_READ_ONLY_MODE, locale } from '@ghostfolio/common/config';
-import {
+import { User as IUser, UserSettings } from '@ghostfolio/common/interfaces';
-  User as IUser,
-  UserSettings,
-  UserWithSettings
-} from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
   hasRole,
   permissions
 } from '@ghostfolio/common/permissions';
+import { UserWithSettings } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { Prisma, Role, User } from '@prisma/client';
 import { sortBy } from 'lodash';
@@ -168,7 +166,7 @@ export class UserService {
         this.subscriptionService.getSubscription(Subscription);
 
       if (
-        Analytics?.activityCount % 25 === 0 &&
+        Analytics?.activityCount % 10 === 0 &&
         user.subscription?.type === 'Basic'
       ) {
         currentPermissions.push(permissions.enableSubscriptionInterstitial);
@@ -199,6 +197,10 @@ export class UserService {
       }
     }
 
+    if (!environment.production && role === 'ADMIN') {
+      currentPermissions.push(permissions.impersonateAllUsers);
+    }
+
     user.Account = sortBy(user.Account, (account) => {
       return account.name;
     });
@@ -302,21 +304,29 @@ export class UserService {
   }
 
   public async deleteUser(where: Prisma.UserWhereUniqueInput): Promise<User> {
-    await this.prismaService.access.deleteMany({
+    try {
-      where: { OR: [{ granteeUserId: where.id }, { userId: where.id }] }
+      await this.prismaService.access.deleteMany({
-    });
+        where: { OR: [{ granteeUserId: where.id }, { userId: where.id }] }
+      });
+    } catch {}
 
-    await this.prismaService.account.deleteMany({
+    try {
-      where: { userId: where.id }
+      await this.prismaService.account.deleteMany({
-    });
+        where: { userId: where.id }
+      });
+    } catch {}
 
-    await this.prismaService.analytics.delete({
+    try {
-      where: { userId: where.id }
+      await this.prismaService.analytics.delete({
-    });
+        where: { userId: where.id }
+      });
+    } catch {}
 
-    await this.prismaService.order.deleteMany({
+    try {
-      where: { userId: where.id }
+      await this.prismaService.order.deleteMany({
-    });
+        where: { userId: where.id }
+      });
+    } catch {}
 
     try {
       await this.prismaService.settings.delete({

apps/api/src/helper/object.helper.ts

@@ -16,9 +16,11 @@ export function hasNotDefinedValuesInObject(aObject: Object): boolean {
 export function nullifyValuesInObject<T>(aObject: T, keys: string[]): T {
   const object = cloneDeep(aObject);
 
-  keys.forEach((key) => {
+  if (object) {
-    object[key] = null;
+    keys.forEach((key) => {
-  });
+      object[key] = null;
+    });
+  }
 
   return object;
 }

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

@@ -1,3 +1,4 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { decodeDataSource } from '@ghostfolio/common/helper';
 import {
   CallHandler,
@@ -5,10 +6,9 @@ import {
   Injectable,
   NestInterceptor
 } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
 import { Observable } from 'rxjs';
 
-import { ConfigurationService } from '../services/configuration.service';
-
 @Injectable()
 export class TransformDataSourceInRequestInterceptor<T>
   implements NestInterceptor<T, any>
@@ -25,11 +25,24 @@ export class TransformDataSourceInRequestInterceptor<T>
     const request = http.getRequest();
 
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
-      if (request.body.dataSource) {
+      if (request.body.activities) {
+        request.body.activities = request.body.activities.map((activity) => {
+          if (DataSource[activity.dataSource]) {
+            return activity;
+          } else {
+            return {
+              ...activity,
+              dataSource: decodeDataSource(activity.dataSource)
+            };
+          }
+        });
+      }
+
+      if (request.body.dataSource && !DataSource[request.body.dataSource]) {
         request.body.dataSource = decodeDataSource(request.body.dataSource);
       }
 
-      if (request.params.dataSource) {
+      if (request.params.dataSource && !DataSource[request.params.dataSource]) {
         request.params.dataSource = decodeDataSource(request.params.dataSource);
       }
     }

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

@@ -1,4 +1,5 @@
 import { redactAttributes } from '@ghostfolio/api/helper/object.helper';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { encodeDataSource } from '@ghostfolio/common/helper';
 import {
   CallHandler,
@@ -10,8 +11,6 @@ import { DataSource } from '@prisma/client';
 import { Observable } from 'rxjs';
 import { map } from 'rxjs/operators';
 
-import { ConfigurationService } from '../services/configuration.service';
-
 @Injectable()
 export class TransformDataSourceInResponseInterceptor<T>
   implements NestInterceptor<T, any>

apps/api/src/main.ts

@@ -1,7 +1,9 @@
 import { Logger, ValidationPipe, VersioningType } from '@nestjs/common';
 import { ConfigService } from '@nestjs/config';
 import { NestFactory } from '@nestjs/core';
+import type { NestExpressApplication } from '@nestjs/platform-express';
 import * as bodyParser from 'body-parser';
+import helmet from 'helmet';
 
 import { AppModule } from './app/app.module';
 import { environment } from './environments/environment';
@@ -10,11 +12,12 @@ async function bootstrap() {
   const configApp = await NestFactory.create(AppModule);
   const configService = configApp.get<ConfigService>(ConfigService);
 
-  const app = await NestFactory.create(AppModule, {
+  const app = await NestFactory.create<NestExpressApplication>(AppModule, {
     logger: environment.production
       ? ['error', 'log', 'warn']
       : ['debug', 'error', 'log', 'verbose', 'warn']
   });
+
   app.enableCors();
   app.enableVersioning({
     defaultVersion: '1',
@@ -32,12 +35,39 @@ async function bootstrap() {
   // Support 10mb csv/json files for importing activities
   app.use(bodyParser.json({ limit: '10mb' }));
 
+  if (configService.get<string>('ENABLE_FEATURE_SUBSCRIPTION') === 'true') {
+    app.use(
+      helmet({
+        contentSecurityPolicy: {
+          directives: {
+            frameSrc: ["'self'", 'https://js.stripe.com'], // Allow loading frames from Stripe
+            scriptSrc: ["'self'", "'unsafe-inline'", 'https://js.stripe.com'], // Allow inline scripts and scripts from Stripe
+            scriptSrcAttr: ["'self'", "'unsafe-inline'"], // Allow inline event handlers
+            styleSrc: ["'self'", "'unsafe-inline'"] // Allow inline styles
+          }
+        },
+        crossOriginOpenerPolicy: false // Disable Cross-Origin-Opener-Policy header (for Internet Identity)
+      })
+    );
+  }
+
+  const BASE_CURRENCY = configService.get<string>('BASE_CURRENCY');
   const HOST = configService.get<string>('HOST') || '0.0.0.0';
   const PORT = configService.get<number>('PORT') || 3333;
+
   await app.listen(PORT, HOST, () => {
     logLogo();
     Logger.log(`Listening at http://${HOST}:${PORT}`);
     Logger.log('');
+
+    if (BASE_CURRENCY) {
+      Logger.warn(
+        `The environment variable "BASE_CURRENCY" is deprecated and will be removed in Ghostfolio 2.0.`
+      );
+      Logger.warn(
+        'Please use the currency converter in the activity dialog instead.'
+      );
+    }
   });
 }
 

apps/api/src/models/order.ts

@@ -1,8 +1,7 @@
+import { IOrder } from '@ghostfolio/api/services/interfaces/interfaces';
 import { Account, SymbolProfile, Type as TypeOfOrder } from '@prisma/client';
 import { v4 as uuidv4 } from 'uuid';
 
-import { IOrder } from '../services/interfaces/interfaces';
-
 export class Order {
   private account: Account;
   private currency: string;

apps/api/src/models/rule.ts

@@ -1,5 +1,5 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { groupBy } from '@ghostfolio/common/helper';
 import { TimelinePosition, UserSettings } from '@ghostfolio/common/interfaces';
 

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

@@ -1,5 +1,5 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import {
   PortfolioDetails,
   PortfolioPosition,
@@ -14,7 +14,7 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
     private accounts: PortfolioDetails['accounts']
   ) {
     super(exchangeRateDataService, {
-      name: 'Current Investment'
+      name: 'Investment'
     });
   }
 
@@ -28,7 +28,7 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
     for (const [accountId, account] of Object.entries(this.accounts)) {
       accounts[accountId] = {
         name: account.name,
-        investment: account.current
+        investment: account.valueInBaseCurrency
       };
     }
 

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

@@ -1,88 +0,0 @@
-import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
-import {
-  PortfolioDetails,
-  PortfolioPosition,
-  UserSettings
-} from '@ghostfolio/common/interfaces';
-
-import { Rule } from '../../rule';
-
-export class AccountClusterRiskInitialInvestment extends Rule<Settings> {
-  public constructor(
-    protected exchangeRateDataService: ExchangeRateDataService,
-    private accounts: PortfolioDetails['accounts']
-  ) {
-    super(exchangeRateDataService, {
-      name: 'Initial Investment'
-    });
-  }
-
-  public evaluate(ruleSettings?: Settings) {
-    const accounts: {
-      [symbol: string]: Pick<PortfolioPosition, 'name'> & {
-        investment: number;
-      };
-    } = {};
-
-    for (const [accountId, account] of Object.entries(this.accounts)) {
-      accounts[accountId] = {
-        name: account.name,
-        investment: account.original
-      };
-    }
-
-    let maxItem;
-    let totalInvestment = 0;
-
-    for (const account of Object.values(accounts)) {
-      if (!maxItem) {
-        maxItem = account;
-      }
-
-      // Calculate total investment
-      totalInvestment += account.investment;
-
-      // Find maximum
-      if (account.investment > maxItem?.investment) {
-        maxItem = account;
-      }
-    }
-
-    const maxInvestmentRatio = maxItem.investment / totalInvestment;
-
-    if (maxInvestmentRatio > ruleSettings.threshold) {
-      return {
-        evaluation: `Over ${
-          ruleSettings.threshold * 100
-        }% of your initial investment is at ${maxItem.name} (${(
-          maxInvestmentRatio * 100
-        ).toPrecision(3)}%)`,
-        value: false
-      };
-    }
-
-    return {
-      evaluation: `The major part of your initial investment is at ${
-        maxItem.name
-      } (${(maxInvestmentRatio * 100).toPrecision(3)}%) and does not exceed ${
-        ruleSettings.threshold * 100
-      }%`,
-      value: true
-    };
-  }
-
-  public getSettings(aUserSettings: UserSettings): Settings {
-    return {
-      baseCurrency: aUserSettings.baseCurrency,
-      isActive: true,
-      threshold: 0.5
-    };
-  }
-}
-
-interface Settings extends RuleSettings {
-  baseCurrency: string;
-  isActive: boolean;
-  threshold: number;
-}

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

@@ -1,5 +1,5 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { PortfolioDetails, UserSettings } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';