Release 2.1.0 (#2338)

* Improve language localization

* 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
@@ -33,4 +33,4 @@ jobs:
         run: yarn test
 
       - name: Build application
-        run: yarn build:all
+        run: yarn build:production

.nvmrc

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

.prettierrc

@@ -9,6 +9,7 @@
   ],
   "attributeSort": "ASC",
   "endOfLine": "auto",
+  "plugins": ["prettier-plugin-organize-attributes"],
   "printWidth": 80,
   "singleQuote": true,
   "tabWidth": 2,

.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 +5,613 @@ 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).
 
+## 2.1.0 - 2023-09-15
+
+### Added
+
+- Added support to drop a file in the import activities dialog
+- Added a timeout to all data source requests
+
+### Changed
+
+- Harmonized the style of the user interface for granting and revoking public access to share the portfolio
+- Removed the account type from the user interface as a preparation to remove it from the `Account` database schema
+- Improved the logger output of the info service
+- Harmonized the logger output: <symbol> (<dataSource>)
+- Improved the language localization for German (`de`)
+- Improved the language localization for Italian (`it`)
+- Improved the language localization for Dutch (`nl`)
+- Improved the read-only mode
+
+### Fixed
+
+- Fixed the timeout in _EOD Historical Data_ requests
+- Fixed an issue with the portfolio summary caused by the language localization for Dutch (`nl`)
+
+## 2.0.0 - 2023-09-09
+
+### Added
+
+- Added support for the cryptocurrency _CyberConnect_
+- Added a blog post: _Announcing Ghostfolio 2.0_
+
+### Changed
+
+- **Breaking Change**: Removed the deprecated environment variable `BASE_CURRENCY`
+- Improved the validation in the activities import
+- Deactivated _Internet Identity_ as a social login provider for the account registration
+- Improved the language localization for German (`de`)
+- Refreshed the cryptocurrencies list
+- Changed the version in the `docker-compose` files from `3.7` to `3.9`
+- Upgraded `yahoo-finance2` from version `2.4.4` to `2.5.0`
+
+### Fixed
+
+- Fixed an issue in the _Yahoo Finance_ data enhancer where countries and sectors have been removed
+
+## 1.305.0 - 2023-09-03
+
+### Added
+
+- Added _Hacker News_ to the _As seen in_ section on the landing page
+
+### Changed
+
+- Shortened the page titles
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `4.16.2` to `5.2.0`
+- Upgraded `replace-in-file` from version `6.3.5` to `7.0.1`
+- Upgraded `yahoo-finance2` from version `2.4.3` to `2.4.4`
+
+### Fixed
+
+- Fixed the alignment in the header navigation
+- Fixed the alignment in the menu of the impersonation mode
+
+## 1.304.0 - 2023-08-27
+
+### Added
+
+- Added health check endpoints for data enhancers
+
+### Changed
+
+- Upgraded `Nx` from version `16.7.2` to `16.7.4`
+- Upgraded `prettier` from version `2.8.4` to `3.0.2`
+
+## 1.303.0 - 2023-08-23
+
+### Added
+
+- Added a blog post: _Ghostfolio joins OSS Friends_
+
+### Changed
+
+- Refreshed the cryptocurrencies list
+- Improved the _OSS Friends_ page
+
+### Fixed
+
+- Fixed an issue with the _Trackinsight_ data enhancer for asset profile data
+
+## 1.302.0 - 2023-08-20
+
+### Changed
+
+- Improved the language localization for German (`de`)
+- Upgraded `angular` from version `16.1.8` to `16.2.1`
+- Upgraded `Nx` from version `16.6.0` to `16.7.2`
+
+## 1.301.1 - 2023-08-19
+
+### Added
+
+- Added the data export feature to the user account page
+- Added a currencies preset to the historical market data table of the admin control panel
+- Added the _OSS Friends_ page
+
+### Changed
+
+- Improved the localized meta data in `html` files
+
+### Fixed
+
+- Fixed the rows with cash positions in the holdings table
+- Fixed an issue with the date parsing in the historical market data editor of the admin control panel
+
+## 1.300.0 - 2023-08-11
+
+### Added
+
+- Added more durations in the coupon system
+
+### Changed
+
+- Migrated the remaining requests from `bent` to `got`
+
+## 1.299.1 - 2023-08-10
+
+### Changed
+
+- Optimized the activities import by allowing a different currency than the asset's official one
+- Added a timeout to the _EOD Historical Data_ requests
+- Migrated the requests from `bent` to `got` in the _EOD Historical Data_ service
+
+### Fixed
+
+- Fixed the editing of the emergency fund
+- Fixed the historical data gathering interval for asset profiles used as benchmarks having activities
+
+## 1.298.0 - 2023-08-06
+
+### Changed
+
+- Improved the language localization for German (`de`)
+- Upgraded `ng-extract-i18n-merge` from version `2.6.0` to `2.7.0`
+- Upgraded `Nx` from version `16.5.5` to `16.6.0`
+
+### Fixed
+
+- Fixed the styles of various components (card, progress, tab) after the upgrade to `@angular/material` `16`
+
+## 1.297.4 - 2023-08-05
+
+### Added
+
+- Added the footer to the public page
+- Added a `copy-assets` `Nx` target to the client build
+
+### Changed
+
+- Improved the alignment of the region percentages on the allocations page
+- Improved the alignment of the region percentages on the public page
+- Improved the redirection of the home page to the localized home page
+- Improved the language localization for German (`de`)
+- Upgraded `angular` from version `15.2.5` to `16.1.8`
+- Upgraded `nestjs` from version `9.1.4` to `10.1.3`
+- Upgraded `Nx` from version `16.0.3` to `16.5.5`
+
+## 1.296.0 - 2023-08-01
+
+### Changed
+
+- Optimized the validation in the activities import by reducing the list to unique asset profiles
+- Optimized the data gathering in the activities import
+
+## 1.295.0 - 2023-07-30
+
+### Added
+
+- Added a step by step introduction for new users
+
+### Fixed
+
+- Removed the _Stay signed in_ setting on _Sign in with fingerprint_ activation
+
+## 1.294.0 - 2023-07-29
+
+### Changed
+
+- Extended the allocations by market chart on the allocations page by unavailable data
+
+### Fixed
+
+- Considered liabilities in the total account value calculation
+
+## 1.293.0 - 2023-07-26
+
+### Added
+
+- Added error handling for the _Redis_ connections to keep the app running if the connection fails
+
+### Changed
+
+- Set the `lastmod` dates of `sitemap.xml` dynamically
+
+### Fixed
+
+- Fixed the missing values in the holdings table
+- Fixed the `no such file or directory` error caused by the missing `favicon.ico` file
+
+## 1.292.0 - 2023-07-24
+
+### Added
+
+- Introduced the allocations by market chart on the allocations page
+
+### Changed
+
+- Upgraded `yahoo-finance2` from version `2.4.2` to `2.4.3`
+
+### Fixed
+
+- Fixed an issue in the public page
+
+## 1.291.0 - 2023-07-23
+
+### Added
+
+- Broken down the emergency fund by cash and assets
+- Added support for account balance time series
+
+### Changed
+
+- Renamed queries to presets in the historical market data table of the admin control panel
+
+## 1.290.0 - 2023-07-16
+
+### Added
+
+- Added hints to the activity types in the create or edit activity dialog
+- Added queries to the historical market data table of the admin control panel
+
+### Changed
+
+- Improved the usability of the login dialog
+- Disabled the caching in the health check endpoints for data providers
+- Improved the content of the Frequently Asked Questions (FAQ) page
+- Upgraded `prisma` from version `4.15.0` to `4.16.2`
+
+## 1.289.0 - 2023-07-14
+
+### Changed
+
+- Upgraded `yahoo-finance2` from version `2.4.1` to `2.4.2`
+
+## 1.288.0 - 2023-07-12
+
+### Changed
+
+- Improved the loading state during filtering on the allocations page
+- Beautified the names with ampersand (`&amp;`) in the asset profile
+- Improved the language localization for German (`de`)
+
+## 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
@@ -118,9 +725,9 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Changed the slide toggles to checkboxes on the account page
+- Changed the slide toggles to checkboxes on the user account page
 - Changed the slide toggles to checkboxes in the admin control panel
-- Decreased the density of the theme
+- 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`
@@ -540,7 +1147,6 @@ 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
 
@@ -681,7 +1287,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Improved the language selector on the account page
+- Improved the language selector on the user account page
 - Improved the wording in the _X-ray_ section (net worth instead of investment)
 - Extended the asset profile details dialog in the admin control panel
 - Updated the browserslist database
@@ -926,7 +1532,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Set up the language localization for Italiano (`it`)
+- Set up the language localization for Italian (`it`)
 - Extended the landing page
 
 ## 1.195.0 - 20.09.2022
@@ -1099,7 +1705,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added a language selector to the account page
+- Added a language selector to the user account page
 - Added support for translated labels in the value component
 
 ### Changed
@@ -1428,7 +2034,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added the user id to the account page
+- Added the user id to the user account page
 - Added a new view with jobs of the queue to the admin control panel
 
 ### Changed
@@ -2349,7 +2955,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Supported the management of additional currencies in the admin control panel
 - Introduced the system message
-- Introduced the read only mode
+- Introduced the read-only mode
 
 ### Changed
 
@@ -3083,7 +3689,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Respected the cash balance on the analysis page
-- Improved the settings selectors on the account page
+- Improved the settings selectors on the user account page
 - Harmonized the slogan to "Open Source Wealth Management Software"
 
 ### Fixed
@@ -3549,7 +4155,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Added
 
 - Added a gradient to the line charts
-- Added a selector to set the base currency on the account page
+- Added a selector to set the base currency on the user account page
 
 ## 0.81.0 - 06.04.2021
 
@@ -3863,7 +4469,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Added the membership status to the account page
+- Added the membership status to the user account page
 
 ### Fixed
 

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
@@ -33,7 +33,7 @@ COPY ./tsconfig.base.json tsconfig.base.json
 COPY ./libs libs
 COPY ./apps apps
 
-RUN yarn build:all
+RUN yarn build:production
 
 # Prepare the dist image with additional node_modules
 WORKDIR /ghostfolio/dist/apps/api
@@ -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/*
@@ -58,4 +58,4 @@ RUN apt update && apt install -y \
 COPY --from=builder /ghostfolio/dist/apps /ghostfolio/apps
 WORKDIR /ghostfolio/apps/api
 EXPOSE ${PORT:-3333}
-CMD [  "yarn", "start:prod" ]
+CMD [ "yarn", "start:production" ]

README.md

@@ -13,6 +13,8 @@
 [![Shield: Contributions Welcome](https://img.shields.io/badge/Contributions-Welcome-orange.svg)](#contributing)
 [![Shield: License: AGPL v3](https://img.shields.io/badge/License-AGPL%20v3-blue.svg)](https://www.gnu.org/licenses/agpl-3.0)
 
+New: [Ghostfolio 2.0](https://ghostfol.io/en/blog/2023/09/ghostfolio-2)
+
 </div>
 
 **Ghostfolio** is an open source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions. The software is designed for personal use in continuous operation.
@@ -136,16 +138,16 @@ docker-compose --env-file ./.env -f docker/docker-compose.build.yml up -d
 1. Run the following command to start the new Docker image: `docker-compose --env-file ./.env -f docker/docker-compose.yml up -d`  
    At each start, the container will automatically apply the database schema migrations if needed.
 
-### Run with _Unraid_ (Community)
+### Home Server Systems (Community)
 
-Please follow the instructions of the Ghostfolio [Unraid Community App](https://unraid.net/community/apps?q=ghostfolio).
+Ghostfolio is available for various home server systems, including [Runtipi](https://www.runtipi.io/docs/apps-available), [TrueCharts](https://truecharts.org/charts/stable/ghostfolio), [Umbrel](https://apps.umbrel.com/app/ghostfolio), and [Unraid](https://unraid.net/community/apps?q=ghostfolio).
 
 ## Development
 
 ### 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`)
@@ -153,7 +155,6 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
 ### Setup
 
 1. Run `yarn install`
-1. Run `yarn build:dev` to build the source code including the assets
 1. Run `docker-compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
 1. Run `yarn database:setup` to initialize the database schema
 1. Start the server and the client (see [_Development_](#Development))
@@ -232,6 +233,7 @@ Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TO
 | 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`                      |
@@ -262,13 +264,15 @@ Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TO
 
 ## Community Projects
 
-- [ghostfolio-cli](https://github.com/DerAndereJohannes/ghostfolio-cli): Command-line interface to access your portfolio
+Discover a variety of community projects for Ghostfolio: https://github.com/topics/ghostfolio
+
+Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ repository to get listed as well. [Learn more →](https://docs.github.com/en/articles/classifying-your-repository-with-topics)
 
 ## Contributing
 
 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).
 

apps/api/project.json

@@ -33,7 +33,7 @@
       "outputs": ["{options.outputPath}"]
     },
     "serve": {
-      "executor": "@nrwl/node:node",
+      "executor": "@nx/js: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/account/account.controller.ts

@@ -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

@@ -1,6 +1,7 @@
 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 { AccountBalanceModule } from '@ghostfolio/api/services/account-balance/account-balance.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/exchange-rate-data.module';
@@ -15,6 +16,7 @@ import { AccountService } from './account.service';
   controllers: [AccountController],
   exports: [AccountService],
   imports: [
+    AccountBalanceModule,
     ConfigurationModule,
     DataProviderModule,
     ExchangeRateDataModule,

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

@@ -1,3 +1,4 @@
+import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { Filter } from '@ghostfolio/common/interfaces';
@@ -11,16 +12,21 @@ import { CashDetails } from './interfaces/cash-details.interface';
 @Injectable()
 export class AccountService {
   public constructor(
+    private readonly accountBalanceService: AccountBalanceService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly prismaService: PrismaService
   ) {}
 
-  public async account(
+  public async account({
-    accountWhereUniqueInput: Prisma.AccountWhereUniqueInput
+    id_userId
-  ): Promise<Account | null> {
+  }: Prisma.AccountWhereUniqueInput): Promise<Account | null> {
-    return this.prismaService.account.findUnique({
+    const { id, userId } = id_userId;
-      where: accountWhereUniqueInput
+
+    const [account] = await this.accounts({
+      where: { id, userId }
     });
+
+    return account;
   }
 
   public async accountWithOrders(
@@ -50,9 +56,11 @@ export class AccountService {
       Platform?: Platform;
     })[]
   > {
-    const { include, skip, take, cursor, where, orderBy } = params;
+    const { include = {}, skip, take, cursor, where, orderBy } = params;
 
-    return this.prismaService.account.findMany({
+    include.balances = { orderBy: { date: 'desc' }, take: 1 };
+
+    const accounts = await this.prismaService.account.findMany({
       cursor,
       include,
       orderBy,
@@ -60,15 +68,36 @@ export class AccountService {
       take,
       where
     });
+
+    return accounts.map((account) => {
+      account = { ...account, balance: account.balances[0]?.value ?? 0 };
+
+      delete account.balances;
+
+      return account;
+    });
   }
 
   public async createAccount(
     data: Prisma.AccountCreateInput,
     aUserId: string
   ): Promise<Account> {
-    return this.prismaService.account.create({
+    const account = await this.prismaService.account.create({
       data
     });
+
+    await this.prismaService.accountBalance.create({
+      data: {
+        Account: {
+          connect: {
+            id_userId: { id: account.id, userId: aUserId }
+          }
+        },
+        value: data.balance
+      }
+    });
+
+    return account;
   }
 
   public async deleteAccount(
@@ -167,9 +196,65 @@ export class AccountService {
     aUserId: string
   ): Promise<Account> {
     const { data, where } = params;
+
+    await this.prismaService.accountBalance.create({
+      data: {
+        Account: {
+          connect: {
+            id_userId: where.id_userId
+          }
+        },
+        value: <number>data.balance
+      }
+    });
+
     return this.prismaService.account.update({
       data,
       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.accountBalanceService.createAccountBalance({
+        date,
+        Account: {
+          connect: {
+            id_userId: {
+              userId,
+              id: accountId
+            }
+          }
+        },
+        value: new Big(balance).plus(amountInCurrencyOfAccount).toNumber()
+      });
+    }
+  }
 }

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,
@@ -6,14 +7,23 @@ import {
   IsString,
   ValidateIf
 } from 'class-validator';
+import { isString } from 'lodash';
 
 export class CreateAccountDto {
+  @IsOptional()
   @IsString()
   accountType: AccountType;
 
   @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,
@@ -6,14 +7,23 @@ import {
   IsString,
   ValidateIf
 } from 'class-validator';
+import { isString } from 'lodash';
 
 export class UpdateAccountDto {
+  @IsOptional()
   @IsString()
   accountType: AccountType;
 
   @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

@@ -1,10 +1,13 @@
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 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';
+import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
 import {
   AdminData,
   AdminMarketData,
@@ -13,7 +16,10 @@ import {
   Filter
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type {
+  MarketDataPreset,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 import {
   Body,
   Controller,
@@ -26,12 +32,13 @@ 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 { isDate, parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AdminService } from './admin.service';
@@ -110,7 +117,7 @@ export class AdminController {
           name: GATHER_ASSET_PROFILE_PROCESS,
           opts: {
             ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
-            jobId: `${dataSource}-${symbol}`
+            jobId: getAssetProfileIdentifier({ dataSource, symbol })
           }
         };
       })
@@ -146,7 +153,7 @@ export class AdminController {
           name: GATHER_ASSET_PROFILE_PROCESS,
           opts: {
             ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
-            jobId: `${dataSource}-${symbol}`
+            jobId: getAssetProfileIdentifier({ dataSource, symbol })
           }
         };
       })
@@ -179,7 +186,7 @@ export class AdminController {
       name: GATHER_ASSET_PROFILE_PROCESS,
       opts: {
         ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
-        jobId: `${dataSource}-${symbol}`
+        jobId: getAssetProfileIdentifier({ dataSource, symbol })
       }
     });
   }
@@ -226,7 +233,7 @@ export class AdminController {
       );
     }
 
-    const date = new Date(dateString);
+    const date = parseISO(dateString);
 
     if (!isDate(date)) {
       throw new HttpException(
@@ -245,7 +252,12 @@ export class AdminController {
   @Get('market-data')
   @UseGuards(AuthGuard('jwt'))
   public async getMarketData(
-    @Query('assetSubClasses') filterByAssetSubClasses?: string
+    @Query('assetSubClasses') filterByAssetSubClasses?: string,
+    @Query('presetId') presetId?: MarketDataPreset,
+    @Query('skip') skip?: number,
+    @Query('sortColumn') sortColumn?: string,
+    @Query('sortDirection') sortDirection?: Prisma.SortOrder,
+    @Query('take') take?: number
   ): Promise<AdminMarketData> {
     if (
       !hasPermission(
@@ -270,7 +282,14 @@ export class AdminController {
       })
     ];
 
-    return this.adminService.getMarketData(filters);
+    return this.adminService.getMarketData({
+      filters,
+      presetId,
+      sortColumn,
+      sortDirection,
+      skip: isNaN(skip) ? undefined : skip,
+      take: isNaN(take) ? undefined : take
+    });
   }
 
   @Get('market-data/:dataSource/:symbol')
@@ -314,7 +333,7 @@ export class AdminController {
       );
     }
 
-    const date = new Date(dateString);
+    const date = parseISO(dateString);
 
     return this.marketDataService.updateMarketData({
       data: { marketPrice: data.marketPrice, state: 'CLOSE' },
@@ -328,6 +347,28 @@ 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.service.ts

@@ -1,11 +1,17 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.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/exchange-rate-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/symbol-profile.service';
-import { PROPERTY_CURRENCIES } from '@ghostfolio/common/config';
+import {
+  DEFAULT_CURRENCY,
+  PROPERTY_CURRENCIES,
+  PROPERTY_IS_READ_ONLY_MODE,
+  PROPERTY_IS_USER_SIGNUP_ENABLED
+} from '@ghostfolio/common/config';
 import {
   AdminData,
   AdminMarketData,
@@ -14,25 +20,55 @@ import {
   Filter,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
-import { Injectable } from '@nestjs/common';
+import { MarketDataPreset } from '@ghostfolio/common/types';
-import { AssetSubClass, Prisma, Property } from '@prisma/client';
+import { BadRequestException, Injectable } from '@nestjs/common';
+import { AssetSubClass, Prisma, Property, SymbolProfile } from '@prisma/client';
 import { differenceInDays } from 'date-fns';
 import { groupBy } from 'lodash';
 
 @Injectable()
 export class AdminService {
-  private baseCurrency: string;
-
   public constructor(
     private readonly configurationService: ConfigurationService,
+    private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly marketDataService: MarketDataService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
     private readonly subscriptionService: SubscriptionService,
     private readonly symbolProfileService: SymbolProfileService
+  ) {}
+
+  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'
       ) {
-    this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
+        throw new BadRequestException(
+          `Asset profile of ${symbol} (${dataSource}) already exists`
+        );
+      }
+
+      throw error;
+    }
   }
 
   public async deleteProfileData({ dataSource, symbol }: UniqueAsset) {
@@ -45,15 +81,15 @@ export class AdminService {
       exchangeRates: this.exchangeRateDataService
         .getCurrencies()
         .filter((currency) => {
-          return currency !== this.baseCurrency;
+          return currency !== DEFAULT_CURRENCY;
         })
         .map((currency) => {
           return {
-            label1: this.baseCurrency,
+            label1: DEFAULT_CURRENCY,
             label2: currency,
             value: this.exchangeRateDataService.toCurrency(
               1,
-              this.baseCurrency,
+              DEFAULT_CURRENCY,
               currency
             )
           };
@@ -65,9 +101,34 @@ export class AdminService {
     };
   }
 
-  public async getMarketData(filters?: Filter[]): Promise<AdminMarketData> {
+  public async getMarketData({
+    filters,
+    presetId,
+    sortColumn,
+    sortDirection,
+    skip,
+    take = Number.MAX_SAFE_INTEGER
+  }: {
+    filters?: Filter[];
+    presetId?: MarketDataPreset;
+    skip?: number;
+    sortColumn?: string;
+    sortDirection?: Prisma.SortOrder;
+    take?: number;
+  }): Promise<AdminMarketData> {
+    let orderBy: Prisma.Enumerable<Prisma.SymbolProfileOrderByWithRelationInput> =
+      [{ symbol: 'asc' }];
     const where: Prisma.SymbolProfileWhereInput = {};
 
+    if (presetId === 'CURRENCIES') {
+      return this.getMarketDataForCurrencies();
+    } else if (
+      presetId === 'ETF_WITHOUT_COUNTRIES' ||
+      presetId === 'ETF_WITHOUT_SECTORS'
+    ) {
+      filters = [{ id: 'ETF', type: 'ASSET_SUB_CLASS' }];
+    }
+
     const { ASSET_SUB_CLASS: filtersByAssetSubClass } = groupBy(
       filters,
       (filter) => {
@@ -75,42 +136,33 @@ 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,
-            assetClass: 'CASH',
-            countriesCount: 0,
-            sectorsCount: 0
-          };
-        });
     }
 
-    const symbolProfilesToGather: AdminMarketDataItem[] = (
+    if (sortColumn) {
-      await this.prismaService.symbolProfile.findMany({
+      orderBy = [{ [sortColumn]: sortDirection }];
+
+      if (sortColumn === 'activitiesCount') {
+        orderBy = {
+          Order: {
+            _count: sortDirection
+          }
+        };
+      }
+    }
+
+    let [assetProfiles, count] = await Promise.all([
+      this.prismaService.symbolProfile.findMany({
+        orderBy,
+        skip,
+        take,
         where,
-        orderBy: [{ symbol: 'asc' }],
         select: {
           _count: {
             select: { Order: true }
@@ -129,38 +181,64 @@ export class AdminService {
           sectors: true,
           symbol: true
         }
-      })
+      }),
-    ).map((symbolProfile) => {
+      this.prismaService.symbolProfile.count({ where })
-      const countriesCount = symbolProfile.countries
+    ]);
-        ? Object.keys(symbolProfile.countries).length
+
-        : 0;
+    let marketData = assetProfiles.map(
+      ({
+        _count,
+        assetClass,
+        assetSubClass,
+        comment,
+        countries,
+        dataSource,
+        Order,
+        sectors,
+        symbol
+      }) => {
+        const countriesCount = countries ? Object.keys(countries).length : 0;
         const marketDataItemCount =
-        marketData.find((marketDataItem) => {
+          marketDataItems.find((marketDataItem) => {
             return (
-            marketDataItem.dataSource === symbolProfile.dataSource &&
+              marketDataItem.dataSource === dataSource &&
-            marketDataItem.symbol === symbolProfile.symbol
+              marketDataItem.symbol === symbol
             );
           })?._count ?? 0;
-      const sectorsCount = symbolProfile.sectors
+        const sectorsCount = sectors ? Object.keys(sectors).length : 0;
-        ? Object.keys(symbolProfile.sectors).length
-        : 0;
 
         return {
+          assetClass,
+          assetSubClass,
+          comment,
           countriesCount,
+          dataSource,
+          symbol,
           marketDataItemCount,
           sectorsCount,
-        activitiesCount: symbolProfile._count.Order,
+          activitiesCount: _count.Order,
-        assetClass: symbolProfile.assetClass,
+          date: Order?.[0]?.date
-        assetSubClass: symbolProfile.assetSubClass,
-        comment: symbolProfile.comment,
-        dataSource: symbolProfile.dataSource,
-        date: symbolProfile.Order?.[0]?.date,
-        symbol: symbolProfile.symbol
         };
+      }
+    );
+
+    if (presetId) {
+      if (presetId === 'ETF_WITHOUT_COUNTRIES') {
+        marketData = marketData.filter(({ countriesCount }) => {
+          return countriesCount === 0;
         });
+      } else if (presetId === 'ETF_WITHOUT_SECTORS') {
+        marketData = marketData.filter(({ sectorsCount }) => {
+          return sectorsCount === 0;
+        });
+      }
+
+      count = marketData.length;
+    }
 
     return {
-      marketData: [...currencyPairsToGather, ...symbolProfilesToGather]
+      count,
+      marketData
     };
   }
 
@@ -198,12 +276,14 @@ export class AdminService {
   public async patchAssetProfileData({
     comment,
     dataSource,
+    scraperConfiguration,
     symbol,
     symbolMapping
   }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
     await this.symbolProfileService.updateSymbolProfile({
       comment,
       dataSource,
+      scraperConfiguration,
       symbol,
       symbolMapping
     });
@@ -227,13 +307,45 @@ export class AdminService {
       response = await this.propertyService.delete({ key });
     }
 
-    if (key === PROPERTY_CURRENCIES) {
+    if (key === PROPERTY_IS_READ_ONLY_MODE && value === 'true') {
+      await this.putSetting(PROPERTY_IS_USER_SIGNUP_ENABLED, 'false');
+    } else if (key === PROPERTY_CURRENCIES) {
       await this.exchangeRateDataService.initialize();
     }
 
     return response;
   }
 
+  private async getMarketDataForCurrencies(): Promise<AdminMarketData> {
+    const marketDataItems = await this.prismaService.marketData.groupBy({
+      _count: true,
+      by: ['dataSource', 'symbol']
+    });
+
+    const marketData: AdminMarketDataItem[] = this.exchangeRateDataService
+      .getCurrencyPairs()
+      .map(({ dataSource, symbol }) => {
+        const marketDataItemCount =
+          marketDataItems.find((marketDataItem) => {
+            return (
+              marketDataItem.dataSource === dataSource &&
+              marketDataItem.symbol === symbol
+            );
+          })?._count ?? 0;
+
+        return {
+          dataSource,
+          marketDataItemCount,
+          symbol,
+          assetClass: 'CASH',
+          countriesCount: 0,
+          sectorsCount: 0
+        };
+      });
+
+    return { marketData, count: marketData.length };
+  }
+
   private async getUsersWithAnalytics(): Promise<AdminData['users']> {
     let orderBy: any = {
       createdAt: 'desc'

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.module.ts

@@ -7,11 +7,16 @@ import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-
 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 {
+  DEFAULT_LANGUAGE_CODE,
+  SUPPORTED_LANGUAGE_CODES
+} from '@ghostfolio/common/config';
 import { BullModule } from '@nestjs/bull';
-import { MiddlewareConsumer, Module, RequestMethod } from '@nestjs/common';
+import { Module } from '@nestjs/common';
 import { ConfigModule } from '@nestjs/config';
 import { ScheduleModule } from '@nestjs/schedule';
 import { ServeStaticModule } from '@nestjs/serve-static';
+import { StatusCodes } from 'http-status-codes';
 
 import { AccessModule } from './access/access.module';
 import { AccountModule } from './account/account.module';
@@ -23,14 +28,15 @@ import { BenchmarkModule } from './benchmark/benchmark.module';
 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 { SitemapModule } from './sitemap/sitemap.module';
 import { SubscriptionModule } from './subscription/subscription.module';
 import { SymbolModule } from './symbol/symbol.module';
 import { UserModule } from './user/user.module';
@@ -63,24 +69,36 @@ import { UserModule } from './user/user.module';
     InfoModule,
     LogoModule,
     OrderModule,
+    PlatformModule,
     PortfolioModule,
     PrismaModule,
     RedisCacheModule,
     ScheduleModule.forRoot(),
     ServeStaticModule.forRoot({
-      serveStaticOptions: {
+      exclude: ['/api*', '/sitemap.xml'],
-        /*etag: false // Disable etag header to fix PWA
-        setHeaders: (res, path) => {
-          if (path.includes('ngsw.json')) {
-            // Disable cache (https://stackoverflow.com/questions/22632593/how-to-disable-webpage-caching-in-expressjs-nodejs/39775595)
-            // https://gertjans.home.xs4all.nl/javascript/cache-control.html#no-cache
-            res.set('Cache-Control', 'no-cache, no-store, must-revalidate');
-          }
-        }*/
-      },
       rootPath: join(__dirname, '..', 'client'),
-      exclude: ['/api*']
+      serveStaticOptions: {
+        setHeaders: (res) => {
+          if (res.req?.path === '/') {
+            let languageCode = DEFAULT_LANGUAGE_CODE;
+
+            try {
+              const code = res.req.headers['accept-language']
+                .split(',')[0]
+                .split('-')[0];
+
+              if (SUPPORTED_LANGUAGE_CODES.includes(code)) {
+                languageCode = code;
+              }
+            } catch {}
+
+            res.set('Location', `/${languageCode}`);
+            res.statusCode = StatusCodes.MOVED_PERMANENTLY;
+          }
+        }
+      }
     }),
+    SitemapModule,
     SubscriptionModule,
     SymbolModule,
     TwitterBotModule,
@@ -89,10 +107,4 @@ import { UserModule } from './user/user.module';
   controllers: [AppController],
   providers: [CronService]
 })
-export class AppModule {
+export class AppModule {}
-  configure(consumer: MiddlewareConsumer) {
-    consumer
-      .apply(FrontendMiddleware)
-      .forRoutes({ path: '*', method: RequestMethod.ALL });
-  }
-}

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

@@ -41,9 +41,8 @@ export class AuthController {
     @Param('accessToken') accessToken: string
   ): Promise<OAuthResponse> {
     try {
-      const authToken = await this.authService.validateAnonymousLogin(
+      const authToken =
-        accessToken
+        await this.authService.validateAnonymousLogin(accessToken);
-      );
       return { authToken };
     } catch {
       throw new HttpException(

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

@@ -55,7 +55,7 @@ export class AuthService {
         const isUserSignupEnabled =
           await this.propertyService.isUserSignupEnabled();
 
-        if (!isUserSignupEnabled) {
+        if (!isUserSignupEnabled || true) {
           throw new Error('Sign up forbidden');
         }
 

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

@@ -3,6 +3,7 @@ import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.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/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/symbol-profile.module';
 import { Module } from '@nestjs/common';
@@ -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

@@ -2,6 +2,7 @@ import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.s
 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/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/symbol-profile.service';
 import {
@@ -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,
@@ -62,11 +66,11 @@ export class BenchmarkService {
 
     const promises: Promise<number>[] = [];
 
-    const quotes = await this.dataProviderService.getQuotes(
+    const quotes = await this.dataProviderService.getQuotes({
-      benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
+      items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
         return { dataSource, symbol };
       })
-    );
+    });
 
     for (const { dataSource, symbol } of benchmarkAssetProfiles) {
       promises.push(this.marketDataService.getMax({ dataSource, symbol }));
@@ -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/exchange-rate/exchange-rate.controller.ts

@@ -7,6 +7,7 @@ import {
   UseGuards
 } from '@nestjs/common';
 import { AuthGuard } from '@nestjs/passport';
+import { parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { ExchangeRateService } from './exchange-rate.service';
@@ -23,7 +24,7 @@ export class ExchangeRateController {
     @Param('dateString') dateString: string,
     @Param('symbol') symbol: string
   ): Promise<IDataProviderHistoricalResponse> {
-    const date = new Date(dateString);
+    const date = parseISO(dateString);
 
     const exchangeRate = await this.exchangeRateService.getExchangeRate({
       date,

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

@@ -1,8 +1,9 @@
+import { AccountModule } from '@ghostfolio/api/app/account/account.module';
+import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.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/prisma.module';
 import { Module } from '@nestjs/common';
 
 import { ExportController } from './export.controller';
@@ -10,10 +11,11 @@ import { ExportService } from './export.service';
 
 @Module({
   imports: [
+    AccountModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,
-    PrismaModule,
+    OrderModule,
     RedisCacheModule
   ],
   controllers: [ExportController],

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

@@ -1,11 +1,15 @@
+import { AccountService } from '@ghostfolio/api/app/account/account.service';
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { environment } from '@ghostfolio/api/environments/environment';
-import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { Export } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 
 @Injectable()
 export class ExportService {
-  public constructor(private readonly prismaService: PrismaService) {}
+  public constructor(
+    private readonly accountService: AccountService,
+    private readonly orderService: OrderService
+  ) {}
 
   public async export({
     activityIds,
@@ -14,35 +18,30 @@ export class ExportService {
     activityIds?: string[];
     userId: string;
   }): Promise<Export> {
-    const accounts = await this.prismaService.account.findMany({
+    const accounts = (
+      await this.accountService.accounts({
         orderBy: {
           name: 'asc'
         },
-      select: {
-        accountType: true,
-        balance: true,
-        currency: true,
-        id: true,
-        isExcluded: true,
-        name: true,
-        platformId: true
-      },
         where: { userId }
-    });
+      })
+    ).map(
+      ({ balance, comment, currency, id, isExcluded, name, platformId }) => {
+        return {
+          balance,
+          comment,
+          currency,
+          id,
+          isExcluded,
+          name,
+          platformId
+        };
+      }
+    );
 
-    let activities = await this.prismaService.order.findMany({
+    let activities = await this.orderService.orders({
+      include: { SymbolProfile: true },
       orderBy: { date: 'desc' },
-      select: {
-        accountId: true,
-        comment: true,
-        date: true,
-        fee: true,
-        id: true,
-        quantity: true,
-        SymbolProfile: true,
-        type: true,
-        unitPrice: true
-      },
       where: { userId }
     });
 

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

@@ -1,205 +0,0 @@
-import * as fs from 'fs';
-import * as path from 'path';
-
-import { environment } from '@ghostfolio/api/environments/environment';
-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';
-import { format } from 'date-fns';
-import { NextFunction, Request, Response } from 'express';
-
-@Injectable()
-export class FrontendMiddleware implements NestMiddleware {
-  public indexHtmlDe = '';
-  public indexHtmlEn = '';
-  public indexHtmlEs = '';
-  public indexHtmlFr = '';
-  public indexHtmlIt = '';
-  public indexHtmlNl = '';
-  public indexHtmlPt = '';
-
-  public constructor(
-    private readonly configurationService: ConfigurationService
-  ) {
-    try {
-      this.indexHtmlDe = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('de'),
-        'utf8'
-      );
-      this.indexHtmlEn = fs.readFileSync(
-        this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
-        'utf8'
-      );
-      this.indexHtmlEs = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('es'),
-        'utf8'
-      );
-      this.indexHtmlFr = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('fr'),
-        'utf8'
-      );
-      this.indexHtmlIt = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('it'),
-        'utf8'
-      );
-      this.indexHtmlNl = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('nl'),
-        'utf8'
-      );
-      this.indexHtmlPt = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('pt'),
-        'utf8'
-      );
-    } catch {}
-  }
-
-  public use(request: Request, response: Response, next: NextFunction) {
-    const currentDate = format(new Date(), DATE_FORMAT);
-    let featureGraphicPath = 'assets/cover.png';
-    let title = 'Ghostfolio – Open Source Wealth Management Software';
-
-    if (request.path.startsWith('/en/blog/2022/08/500-stars-on-github')) {
-      featureGraphicPath = 'assets/images/blog/500-stars-on-github.jpg';
-      title = `500 Stars - ${title}`;
-    } else if (request.path.startsWith('/en/blog/2022/10/hacktoberfest-2022')) {
-      featureGraphicPath = 'assets/images/blog/hacktoberfest-2022.png';
-      title = `Hacktoberfest 2022 - ${title}`;
-    } else if (request.path.startsWith('/en/blog/2022/11/black-friday-2022')) {
-      featureGraphicPath = 'assets/images/blog/black-friday-2022.jpg';
-      title = `Black Friday 2022 - ${title}`;
-    } else if (
-      request.path.startsWith(
-        '/en/blog/2022/12/the-importance-of-tracking-your-personal-finances'
-      )
-    ) {
-      featureGraphicPath = 'assets/images/blog/20221226.jpg';
-      title = `The importance of tracking your personal finances - ${title}`;
-    } else if (
-      request.path.startsWith(
-        '/de/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt'
-      )
-    ) {
-      featureGraphicPath = 'assets/images/blog/ghostfolio-x-sackgeld.png';
-      title = `Ghostfolio auf Sackgeld.com vorgestellt - ${title}`;
-    } else if (
-      request.path.startsWith('/en/blog/2023/02/ghostfolio-meets-umbrel')
-    ) {
-      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}`;
-    }
-
-    if (
-      request.path.startsWith('/api/') ||
-      this.isFileRequest(request.url) ||
-      !environment.production
-    ) {
-      // Skip
-      next();
-    } else if (request.path === '/de' || request.path.startsWith('/de/')) {
-      response.send(
-        this.interpolate(this.indexHtmlDe, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          languageCode: 'de',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else if (request.path === '/es' || request.path.startsWith('/es/')) {
-      response.send(
-        this.interpolate(this.indexHtmlEs, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          languageCode: 'es',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else if (request.path === '/fr' || request.path.startsWith('/fr/')) {
-      response.send(
-        this.interpolate(this.indexHtmlFr, {
-          featureGraphicPath,
-          languageCode: 'fr',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else if (request.path === '/it' || request.path.startsWith('/it/')) {
-      response.send(
-        this.interpolate(this.indexHtmlIt, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          languageCode: 'it',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else if (request.path === '/nl' || request.path.startsWith('/nl/')) {
-      response.send(
-        this.interpolate(this.indexHtmlNl, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          languageCode: 'nl',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else if (request.path === '/pt' || request.path.startsWith('/pt/')) {
-      response.send(
-        this.interpolate(this.indexHtmlPt, {
-          featureGraphicPath,
-          languageCode: 'pt',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else {
-      response.send(
-        this.interpolate(this.indexHtmlEn, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          languageCode: DEFAULT_LANGUAGE_CODE,
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    }
-  }
-
-  private getPathOfIndexHtmlFile(aLocale: string) {
-    return path.join(__dirname, '..', 'client', aLocale, 'index.html');
-  }
-
-  private interpolate(template: string, context: any) {
-    return template.replace(/[$]{([^}]+)}/g, (_, objectPath) => {
-      const properties = objectPath.split('.');
-      return properties.reduce(
-        (previous, current) => previous?.[current],
-        context
-      );
-    });
-  }
-
-  private isFileRequest(filename: string) {
-    if (filename === '/assets/LICENSE') {
-      return true;
-    } else if (filename.includes('auth/ey')) {
-      return false;
-    }
-
-    return filename.split('.').pop() !== filename;
-  }
-}

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

@@ -18,6 +18,19 @@ export class HealthController {
   @Get()
   public async getHealth() {}
 
+  @Get('data-enhancer/:name')
+  public async getHealthOfDataEnhancer(@Param('name') name: string) {
+    const hasResponse =
+      await this.healthService.hasResponseFromDataEnhancer(name);
+
+    if (hasResponse !== true) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.SERVICE_UNAVAILABLE),
+        StatusCodes.SERVICE_UNAVAILABLE
+      );
+    }
+  }
+
   @Get('data-provider/:dataSource')
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getHealthOfDataProvider(
@@ -30,9 +43,8 @@ export class HealthController {
       );
     }
 
-    const hasResponse = await this.healthService.hasResponseFromDataProvider(
+    const hasResponse =
-      dataSource
+      await this.healthService.hasResponseFromDataProvider(dataSource);
-    );
 
     if (hasResponse !== true) {
       throw new HttpException(

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

@@ -1,4 +1,5 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { DataEnhancerModule } from '@ghostfolio/api/services/data-provider/data-enhancer/data-enhancer.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { Module } from '@nestjs/common';
 
@@ -7,7 +8,7 @@ import { HealthService } from './health.service';
 
 @Module({
   controllers: [HealthController],
-  imports: [ConfigurationModule, DataProviderModule],
+  imports: [ConfigurationModule, DataEnhancerModule, DataProviderModule],
   providers: [HealthService]
 })
 export class HealthModule {}

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

@@ -1,3 +1,4 @@
+import { DataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/data-enhancer.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
@@ -5,9 +6,14 @@ import { DataSource } from '@prisma/client';
 @Injectable()
 export class HealthService {
   public constructor(
+    private readonly dataEnhancerService: DataEnhancerService,
     private readonly dataProviderService: DataProviderService
   ) {}
 
+  public async hasResponseFromDataEnhancer(aName: string) {
+    return this.dataEnhancerService.enhance(aName);
+  }
+
   public async hasResponseFromDataProvider(aDataSource: DataSource) {
     return this.dataProviderService.checkQuote(aDataSource);
   }

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

@@ -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

@@ -1,13 +1,13 @@
 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/configuration.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/exchange-rate-data.module';
-import { PlatformModule } from '@ghostfolio/api/services/platform/platform.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 import { Module } from '@nestjs/common';

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

@@ -1,29 +1,39 @@
 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 { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { PlatformService } from '@ghostfolio/api/services/platform/platform.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
-import { parseDate } from '@ghostfolio/common/helper';
+import {
+  DATE_FORMAT,
+  getAssetProfileIdentifier,
+  parseDate
+} from '@ghostfolio/common/helper';
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import {
   AccountWithPlatform,
   OrderWithAccount
 } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
-import { Prisma, 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 { endOfToday, format, isAfter, isSameDay, parseISO } from 'date-fns';
+import { uniqBy } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
 
 @Injectable()
 export class ImportService {
   public constructor(
     private readonly accountService: AccountService,
+    private readonly dataGatheringService: DataGatheringService,
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly orderService: OrderService,
@@ -71,8 +81,25 @@ 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,
@@ -130,7 +157,7 @@ export class ImportService {
             }
           }
         }),
-        this.platformService.get()
+        this.platformService.getPlatforms()
       ]);
 
       for (const account of accountsDto) {
@@ -182,10 +209,11 @@ 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();
         }
       }
 
@@ -199,13 +227,17 @@ export class ImportService {
 
     const assetProfiles = await this.validateActivities({
       activitiesDto,
-      maxActivitiesToImport,
+      maxActivitiesToImport
+    });
+
+    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 };
       }
     );
 
@@ -217,19 +249,47 @@ export class ImportService {
 
     const activities: Activity[] = [];
 
-    for (const {
+    for (let [
+      index,
+      {
         accountId,
         comment,
-      currency,
+        date,
-      dataSource,
+        error,
-      date: dateString,
         fee,
         quantity,
-      symbol,
+        SymbolProfile,
         type,
         unitPrice
-    } of activitiesDto) {
+      }
-      const date = parseISO(<string>(<unknown>dateString));
+    ] of activitiesExtendedWithErrors.entries()) {
+      const assetProfile = assetProfiles[
+        getAssetProfileIdentifier({
+          dataSource: SymbolProfile.dataSource,
+          symbol: SymbolProfile.symbol
+        })
+      ] ?? {
+        currency: SymbolProfile.currency,
+        dataSource: SymbolProfile.dataSource,
+        symbol: SymbolProfile.symbol
+      };
+      const {
+        assetClass,
+        assetSubClass,
+        countries,
+        createdAt,
+        currency,
+        dataSource,
+        id,
+        isin,
+        name,
+        scraperConfiguration,
+        sectors,
+        symbol,
+        symbolMapping,
+        url,
+        updatedAt
+      } = assetProfile;
       const validatedAccount = accounts.find(({ id }) => {
         return id === accountId;
       });
@@ -240,6 +300,35 @@ export class ImportService {
             Account?: { id: string; name: string };
           });
 
+      if (SymbolProfile.currency !== assetProfile.currency) {
+        // Convert the unit price and fee to the asset currency if the imported
+        // activity is in a different currency
+        unitPrice = await this.exchangeRateDataService.toCurrencyAtDate(
+          unitPrice,
+          SymbolProfile.currency,
+          assetProfile.currency,
+          date
+        );
+
+        if (!unitPrice) {
+          throw new Error(
+            `activities.${index} historical exchange rate at ${format(
+              date,
+              DATE_FORMAT
+            )} is not available from "${SymbolProfile.currency}" to "${
+              assetProfile.currency
+            }"`
+          );
+        }
+
+        fee = await this.exchangeRateDataService.toCurrencyAtDate(
+          fee,
+          SymbolProfile.currency,
+          assetProfile.currency,
+          date
+        );
+      }
+
       if (isDryRun) {
         order = {
           comment,
@@ -255,29 +344,32 @@ export class ImportService {
           id: uuidv4(),
           isDraft: isAfter(date, endOfToday()),
           SymbolProfile: {
+            assetClass,
+            assetSubClass,
+            countries,
+            createdAt,
             currency,
             dataSource,
+            id,
+            isin,
+            name,
+            scraperConfiguration,
+            sectors,
             symbol,
-            assetClass: null,
+            symbolMapping,
-            assetSubClass: null,
+            updatedAt,
-            comment: null,
+            url,
-            countries: null,
+            comment: assetProfile.comment
-            createdAt: undefined,
-            id: undefined,
-            isin: null,
-            name: null,
-            scraperConfiguration: null,
-            sectors: null,
-            symbolMapping: null,
-            updatedAt: undefined,
-            url: null,
-            ...assetProfiles[symbol]
           },
           Account: validatedAccount,
           symbolProfileId: undefined,
           updatedAt: new Date()
         };
       } else {
+        if (error) {
+          continue;
+        }
+
         order = await this.orderService.createOrder({
           comment,
           date,
@@ -302,21 +394,24 @@ export class ImportService {
               }
             }
           },
+          updateAccountBalance: false,
           User: { connect: { id: userId } }
         });
       }
 
       const value = new Big(quantity).mul(unitPrice).toNumber();
 
-      //@ts-ignore
       activities.push({
         ...order,
+        error,
         value,
         feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
           fee,
           currency,
           userCurrency
         ),
+        //@ts-ignore
+        SymbolProfile: assetProfile,
         valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
           value,
           currency,
@@ -325,9 +420,109 @@ export class ImportService {
       });
     }
 
+    activities.sort((activity1, activity2) => {
+      return Number(activity1.date) - Number(activity2.date);
+    });
+
+    if (!isDryRun) {
+      // Gather symbol data in the background, if not dry run
+      const uniqueActivities = uniqBy(activities, ({ SymbolProfile }) => {
+        return getAssetProfileIdentifier({
+          dataSource: SymbolProfile.dataSource,
+          symbol: SymbolProfile.symbol
+        });
+      });
+
+      this.dataGatheringService.gatherSymbols(
+        uniqueActivities.map(({ date, SymbolProfile }) => {
+          return {
+            date,
+            dataSource: SymbolProfile.dataSource,
+            symbol: SymbolProfile.symbol
+          };
+        })
+      );
+    }
+
     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>();
 
@@ -340,47 +535,30 @@ export class ImportService {
 
   private async validateActivities({
     activitiesDto,
-    maxActivitiesToImport,
+    maxActivitiesToImport
-    userId
   }: {
     activitiesDto: Partial<CreateOrderDto>[];
     maxActivitiesToImport: number;
-    userId: string;
   }) {
     if (activitiesDto?.length > maxActivitiesToImport) {
       throw new Error(`Too many activities (${maxActivitiesToImport} at most)`);
     }
 
     const assetProfiles: {
-      [symbol: string]: Partial<SymbolProfile>;
+      [assetProfileIdentifier: string]: Partial<SymbolProfile>;
     } = {};
-    const existingActivities = await this.orderService.orders({
+
-      include: { SymbolProfile: true },
+    const uniqueActivitiesDto = uniqBy(
-      orderBy: { date: 'desc' },
+      activitiesDto,
-      where: { userId }
+      ({ dataSource, symbol }) => {
-    });
+        return getAssetProfileIdentifier({ dataSource, symbol });
+      }
+    );
 
     for (const [
       index,
-      { currency, dataSource, date, fee, quantity, symbol, type, unitPrice }
+      { currency, dataSource, symbol }
-    ] of activitiesDto.entries()) {
+    ] of uniqueActivitiesDto.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([
@@ -388,19 +566,26 @@ export class ImportService {
           ])
         )?.[symbol];
 
-        if (assetProfile === undefined) {
+        if (!assetProfile?.name) {
           throw new Error(
             `activities.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
           );
         }
 
-        if (assetProfile.currency !== currency) {
+        if (
+          assetProfile.currency !== currency &&
+          !this.exchangeRateDataService.hasCurrencyPair(
+            currency,
+            assetProfile.currency
+          )
+        ) {
           throw new Error(
-            `activities.${index}.currency ("${currency}") does not match with "${assetProfile.currency}"`
+            `activities.${index}.currency ("${currency}") does not match with "${assetProfile.currency}" and no exchange rate is available from "${currency}" to "${assetProfile.currency}"`
           );
         }
 
-        assetProfiles[symbol] = assetProfile;
+        assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] =
+          assetProfile;
       }
     }
 

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

@@ -1,5 +1,7 @@
 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 { UserModule } from '@ghostfolio/api/app/user/user.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@@ -26,11 +28,12 @@ import { InfoService } from './info.service';
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
     }),
-    PrismaModule,
+    PlatformModule,
     PropertyModule,
     RedisCacheModule,
     SymbolProfileModule,
-    TagModule
+    TagModule,
+    UserModule
   ],
   providers: [InfoService]
 })

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

@@ -1,11 +1,15 @@
 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 { UserService } from '@ghostfolio/api/app/user/user.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.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 {
+  DEFAULT_CURRENCY,
+  DEFAULT_REQUEST_TIMEOUT,
+  PROPERTY_BETTER_UPTIME_MONITOR_ID,
   PROPERTY_COUNTRIES_OF_SUBSCRIBERS,
   PROPERTY_DEMO_USER_ID,
   PROPERTY_IS_READ_ONLY_MODE,
@@ -15,19 +19,22 @@ 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';
+import got from 'got';
 
 @Injectable()
 export class InfoService {
@@ -38,18 +45,22 @@ export class InfoService {
     private readonly configurationService: ConfigurationService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly jwtService: JwtService,
-    private readonly prismaService: PrismaService,
+    private readonly platformService: PlatformService,
     private readonly propertyService: PropertyService,
     private readonly redisCacheService: RedisCacheService,
-    private readonly tagService: TagService
+    private readonly tagService: TagService,
+    private readonly userService: UserService
   ) {}
 
   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;
 
@@ -110,29 +121,33 @@ 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,
-      baseCurrency: this.configurationService.get('BASE_CURRENCY'),
+      tags,
-      benchmarks: await this.benchmarkService.getBenchmarkAssetProfiles(),
+      baseCurrency: DEFAULT_CURRENCY,
-      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()
     };
   }
 
   private async countActiveUsers(aDays: number) {
-    return await this.prismaService.user.count({
+    return this.userService.count({
-      orderBy: {
-        Analytics: {
-          updatedAt: 'desc'
-        }
-      },
       where: {
         AND: [
           {
@@ -154,20 +169,24 @@ export class InfoService {
 
   private async countDockerHubPulls(): Promise<number> {
     try {
-      const get = bent(
+      const abortController = new AbortController();
-        `https://hub.docker.com/v2/repositories/ghostfolio/ghostfolio`,
+
-        'GET',
+      setTimeout(() => {
-        'json',
+        abortController.abort();
-        200,
+      }, DEFAULT_REQUEST_TIMEOUT);
-        {
+
-          'User-Agent': 'request'
+      const { pull_count } = await got(
-        }
+        `https://hub.docker.com/v2/repositories/ghostfolio/ghostfolio`,
-      );
+        {
+          headers: { 'User-Agent': 'request' },
+          // @ts-ignore
+          signal: abortController.signal
+        }
+      ).json<any>();
 
-      const { pull_count } = await get();
       return pull_count;
     } catch (error) {
-      Logger.error(error, 'InfoService');
+      Logger.error(error, 'InfoService - DockerHub');
 
       return undefined;
     }
@@ -175,16 +194,18 @@ export class InfoService {
 
   private async countGitHubContributors(): Promise<number> {
     try {
-      const get = bent(
+      const abortController = new AbortController();
-        'https://github.com/ghostfolio/ghostfolio',
-        'GET',
-        'string',
-        200,
-        {}
-      );
 
-      const html = await get();
+      setTimeout(() => {
-      const $ = cheerio.load(html);
+        abortController.abort();
+      }, DEFAULT_REQUEST_TIMEOUT);
+
+      const { body } = await got('https://github.com/ghostfolio/ghostfolio', {
+        // @ts-ignore
+        signal: abortController.signal
+      });
+
+      const $ = cheerio.load(body);
 
       return extractNumberFromString(
         $(
@@ -192,7 +213,7 @@ export class InfoService {
         ).text()
       );
     } catch (error) {
-      Logger.error(error, 'InfoService');
+      Logger.error(error, 'InfoService - GitHub');
 
       return undefined;
     }
@@ -200,30 +221,31 @@ export class InfoService {
 
   private async countGitHubStargazers(): Promise<number> {
     try {
-      const get = bent(
+      const abortController = new AbortController();
-        `https://api.github.com/repos/ghostfolio/ghostfolio`,
+
-        'GET',
+      setTimeout(() => {
-        'json',
+        abortController.abort();
-        200,
+      }, DEFAULT_REQUEST_TIMEOUT);
-        {
+
-          'User-Agent': 'request'
+      const { stargazers_count } = await got(
-        }
+        `https://api.github.com/repos/ghostfolio/ghostfolio`,
-      );
+        {
+          headers: { 'User-Agent': 'request' },
+          // @ts-ignore
+          signal: abortController.signal
+        }
+      ).json<any>();
 
-      const { stargazers_count } = await get();
       return stargazers_count;
     } catch (error) {
-      Logger.error(error, 'InfoService');
+      Logger.error(error, 'InfoService - GitHub');
 
       return undefined;
     }
   }
 
   private async countNewUsers(aDays: number) {
-    return await this.prismaService.user.count({
+    return this.userService.count({
-      orderBy: {
-        createdAt: 'desc'
-      },
       where: {
         AND: [
           {
@@ -286,6 +308,7 @@ 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,
@@ -294,7 +317,8 @@ export class InfoService {
       gitHubContributors,
       gitHubStargazers,
       newUsers30d,
-      slackCommunityUsers
+      slackCommunityUsers,
+      uptime
     };
 
     await this.redisCacheService.set(
@@ -312,10 +336,47 @@ export class InfoService {
       return undefined;
     }
 
-    const stripeConfig = (await this.prismaService.property.findUnique({
+    return (
-      where: { key: PROPERTY_STRIPE_CONFIG }
+      ((await this.propertyService.getByKey(PROPERTY_STRIPE_CONFIG)) as any) ??
-    })) ?? { value: '{}' };
+      {}
+    );
+  }
 
-    return JSON.parse(stripeConfig.value);
+  private async getUptime(): Promise<number> {
+    {
+      try {
+        const monitorId = (await this.propertyService.getByKey(
+          PROPERTY_BETTER_UPTIME_MONITOR_ID
+        )) as string;
+
+        const abortController = new AbortController();
+
+        setTimeout(() => {
+          abortController.abort();
+        }, DEFAULT_REQUEST_TIMEOUT);
+
+        const { data } = await got(
+          `https://uptime.betterstack.com/api/v2/monitors/${monitorId}/sla?from=${format(
+            subDays(new Date(), 90),
+            DATE_FORMAT
+          )}&to${format(new Date(), DATE_FORMAT)}`,
+          {
+            headers: {
+              Authorization: `Bearer ${this.configurationService.get(
+                'BETTER_UPTIME_API_KEY'
+              )}`
+            },
+            // @ts-ignore
+            signal: abortController.signal
+          }
+        ).json<any>();
+
+        return data.attributes.availability / 100;
+      } catch (error) {
+        Logger.error(error, 'InfoService - Better Stack');
+
+        return undefined;
+      }
+    }
   }
 }

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

@@ -1,8 +1,9 @@
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
+import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import { HttpException, Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
-import * as bent from 'bent';
+import got from 'got';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 @Injectable()
@@ -41,15 +42,19 @@ export class LogoService {
   }
 
   private getBuffer(aUrl: string) {
-    const get = bent(
+    const abortController = new AbortController();
+
+    setTimeout(() => {
+      abortController.abort();
+    }, DEFAULT_REQUEST_TIMEOUT);
+
+    return got(
       `https://t0.gstatic.com/faviconV2?client=SOCIAL&type=FAVICON&fallback_opts=TYPE,SIZE,URL&url=${aUrl}&size=64`,
-      'GET',
-      'buffer',
-      200,
       {
-        'User-Agent': 'request'
+        headers: { 'User-Agent': 'request' },
+        // @ts-ignore
+        signal: abortController.signal
       }
-    );
+    ).buffer();
-    return get();
   }
 }

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

@@ -2,6 +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 { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.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';
@@ -36,6 +37,7 @@ import { UpdateOrderDto } from './update-order.dto';
 export class OrderController {
   public constructor(
     private readonly apiService: ApiService,
+    private readonly dataGatheringService: DataGatheringService,
     private readonly impersonationService: ImpersonationService,
     private readonly orderService: OrderService,
     @Inject(REQUEST) private readonly request: RequestWithUser
@@ -96,10 +98,7 @@ 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({
@@ -126,7 +125,7 @@ export class OrderController {
       );
     }
 
-    return this.orderService.createOrder({
+    const order = await this.orderService.createOrder({
       ...data,
       date: parseISO(data.date),
       SymbolProfile: {
@@ -147,6 +146,19 @@ export class OrderController {
       User: { connect: { id: this.request.user.id } },
       userId: this.request.user.id
     });
+
+    if (!order.isDraft) {
+      // Gather symbol data in the background, if not draft
+      this.dataGatheringService.gatherSymbols([
+        {
+          dataSource: data.dataSource,
+          date: order.date,
+          symbol: data.symbol
+        }
+      ]);
+    }
+
+    return order;
   }
 
   @Put(':id')

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

@@ -2,6 +2,7 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CacheModule } from '@ghostfolio/api/app/cache/cache.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
@@ -31,6 +32,6 @@ import { OrderService } from './order.service';
     SymbolProfileModule,
     UserModule
   ],
-  providers: [AccountService, OrderService]
+  providers: [AccountBalanceService, AccountService, OrderService]
 })
 export class OrderModule {}

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

@@ -7,6 +7,7 @@ import {
   GATHER_ASSET_PROFILE_PROCESS,
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
+import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
 import { Filter } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
@@ -73,6 +74,7 @@ export class OrderService {
       dataSource?: DataSource;
       symbol?: string;
       tags?: Tag[];
+      updateAccountBalance?: boolean;
       userId: string;
     }
   ): Promise<Order> {
@@ -89,12 +91,16 @@ 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;
@@ -112,7 +118,7 @@ export class OrderService {
       };
     }
 
-    await this.dataGatheringService.addJobToQueue({
+    this.dataGatheringService.addJobToQueue({
       data: {
         dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
         symbol: data.SymbolProfile.connectOrCreate.create.symbol
@@ -120,23 +126,13 @@ export class OrderService {
       name: GATHER_ASSET_PROFILE_PROCESS,
       opts: {
         ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
-        jobId: `${data.SymbolProfile.connectOrCreate.create.dataSource}-${data.SymbolProfile.connectOrCreate.create.symbol}`
+        jobId: getAssetProfileIdentifier({
+          dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
+          symbol: data.SymbolProfile.connectOrCreate.create.symbol
+        })
       }
     });
 
-    const isDraft = isAfter(data.date as Date, endOfToday());
-
-    if (!isDraft) {
-      // Gather symbol data of order in the background, if not draft
-      this.dataGatheringService.gatherSymbols([
-        {
-          dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
-          date: <Date>data.date,
-          symbol: data.SymbolProfile.connectOrCreate.create.symbol
-        }
-      ]);
-    }
-
     delete data.accountId;
     delete data.assetClass;
     delete data.assetSubClass;
@@ -149,11 +145,17 @@ 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 isDraft =
+      data.type === 'LIABILITY'
+        ? false
+        : isAfter(data.date as Date, endOfToday());
+
+    const order = await this.prismaService.order.create({
       data: {
         ...orderData,
         Account,
@@ -165,6 +167,27 @@ 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(
@@ -174,7 +197,7 @@ export class OrderService {
       where
     });
 
-    if (order.type === 'ITEM') {
+    if (order.type === 'ITEM' || order.type === 'LIABILITY') {
       await this.symbolProfileService.deleteById(order.symbolProfileId);
     }
 
@@ -293,7 +316,11 @@ 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();
@@ -341,7 +368,7 @@ 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

@@ -1,9 +1,11 @@
 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]

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.spec.ts

@@ -98,13 +98,13 @@ describe('CurrentRateService', () => {
       [],
       null,
       null,
-      propertyService
+      propertyService,
+      null
     );
     exchangeRateDataService = new ExchangeRateDataService(
       null,
       null,
       null,
-      null,
       null
     );
     marketDataService = new MarketDataService(null);

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

@@ -38,7 +38,7 @@ export class CurrentRateService {
     if (includeToday) {
       promises.push(
         this.dataProviderService
-          .getQuotes(dataGatheringItems)
+          .getQuotes({ items: dataGatheringItems })
           .then((dataResultProvider) => {
             const result: GetValueObject[] = [];
             for (const dataGatheringItem of dataGatheringItems) {

apps/api/src/app/portfolio/interfaces/portfolio-order.interface.ts

@@ -1,4 +1,4 @@
-import { DataSource, Type as TypeOfOrder } from '@prisma/client';
+import { DataSource, Tag, Type as TypeOfOrder } from '@prisma/client';
 import Big from 'big.js';
 
 export interface PortfolioOrder {
@@ -9,6 +9,7 @@ export interface PortfolioOrder {
   name: string;
   quantity: Big;
   symbol: string;
+  tags?: Tag[];
   type: TypeOfOrder;
   unitPrice: Big;
 }

apps/api/src/app/portfolio/interfaces/transaction-point-symbol.interface.ts

@@ -1,4 +1,4 @@
-import { DataSource } from '@prisma/client';
+import { DataSource, Tag } from '@prisma/client';
 import Big from 'big.js';
 
 export interface TransactionPointSymbol {
@@ -9,5 +9,6 @@ export interface TransactionPointSymbol {
   investment: Big;
   quantity: Big;
   symbol: string;
+  tags?: Tag[];
   transactionCount: number;
 }

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.ts

@@ -114,6 +114,7 @@ export class PortfolioCalculator {
           firstBuyDate: oldAccumulatedSymbol.firstBuyDate,
           quantity: newQuantity,
           symbol: order.symbol,
+          tags: order.tags,
           transactionCount: oldAccumulatedSymbol.transactionCount + 1
         };
       } else {
@@ -125,6 +126,7 @@ export class PortfolioCalculator {
           investment: unitPrice.mul(order.quantity).mul(factor),
           quantity: order.quantity.mul(factor),
           symbol: order.symbol,
+          tags: order.tags,
           transactionCount: 1
         };
       }
@@ -492,6 +494,7 @@ export class PortfolioCalculator {
           : null,
         quantity: item.quantity,
         symbol: item.symbol,
+        tags: item.tags,
         transactionCount: item.transactionCount
       });
 
@@ -544,7 +547,7 @@ export class PortfolioCalculator {
       return [];
     }
 
-    const investments = [];
+    const investments: { date: string; investment: Big }[] = [];
     let currentDate: Date;
     let investmentByGroup = new Big(0);
 
@@ -554,13 +557,11 @@ 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(
@@ -595,7 +596,39 @@ 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(
@@ -751,7 +784,7 @@ export class PortfolioCalculator {
         );
       } else if (!currentPosition.quantity.eq(0)) {
         Logger.warn(
-          `Missing historical market data for symbol ${currentPosition.symbol}`,
+          `Missing historical market data for ${currentPosition.symbol} (${currentPosition.dataSource})`,
           'PortfolioCalculator'
         );
         hasErrors = true;

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

@@ -10,7 +10,10 @@ import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interc
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
+import {
+  DEFAULT_CURRENCY,
+  HEADER_KEY_IMPERSONATION
+} from '@ghostfolio/common/config';
 import {
   PortfolioDetails,
   PortfolioDividends,
@@ -47,8 +50,6 @@ import { PortfolioService } from './portfolio.service';
 
 @Controller('portfolio')
 export class PortfolioController {
-  private baseCurrency: string;
-
   public constructor(
     private readonly accessService: AccessService,
     private readonly apiService: ApiService,
@@ -57,9 +58,7 @@ export class PortfolioController {
     private readonly portfolioService: PortfolioService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly userService: UserService
-  ) {
+  ) {}
-    this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
-  }
 
   @Get('details')
   @UseGuards(AuthGuard('jwt'))
@@ -91,6 +90,7 @@ export class PortfolioController {
       filteredValueInPercentage,
       hasErrors,
       holdings,
+      platforms,
       summary,
       totalValueInBaseCurrency
     } = await this.portfolioService.getDetails({
@@ -133,12 +133,15 @@ export class PortfolioController {
         portfolioPosition.netPerformance = null;
         portfolioPosition.quantity = null;
         portfolioPosition.valueInPercentage =
-          portfolioPosition.value / totalValue;
+          portfolioPosition.valueInBaseCurrency / 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;
       }
     }
 
@@ -157,9 +160,12 @@ export class PortfolioController {
         'emergencyFund',
         'excludedAccountsAndActivities',
         'fees',
+        'fireWealth',
         'items',
+        'liabilities',
         'netWorth',
         'totalBuy',
+        'totalInvestment',
         'totalSell'
       ]);
     }
@@ -172,6 +178,9 @@ export class PortfolioController {
         countries: hasDetails ? portfolioPosition.countries : [],
         currency: hasDetails ? portfolioPosition.currency : undefined,
         markets: hasDetails ? portfolioPosition.markets : undefined,
+        marketsAdvanced: hasDetails
+          ? portfolioPosition.marketsAdvanced
+          : undefined,
         sectors: hasDetails ? portfolioPosition.sectors : []
       };
     }
@@ -182,6 +191,7 @@ export class PortfolioController {
       filteredValueInPercentage,
       hasError,
       holdings,
+      platforms,
       totalValueInBaseCurrency,
       summary: portfolioSummary
     };
@@ -253,11 +263,12 @@ 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 +284,11 @@ export class PortfolioController {
         date: item.date,
         investment: item.investment / maxInvestment
       }));
+
+      streaks = nullifyValuesInObject(streaks, [
+        'currentStreak',
+        'longestStreak'
+      ]);
     }
 
     if (
@@ -282,9 +298,14 @@ export class PortfolioController {
       investments = investments.map((item) => {
         return nullifyValuesInObject(item, ['investment']);
       });
+
+      streaks = nullifyValuesInObject(streaks, [
+        'currentStreak',
+        'longestStreak'
+      ]);
     }
 
-    return { investments };
+    return { investments, streaks };
   }
 
   @Get('performance')
@@ -420,15 +441,15 @@ export class PortfolioController {
         return this.exchangeRateDataService.toCurrency(
           portfolioPosition.quantity * portfolioPosition.marketPrice,
           portfolioPosition.currency,
-          this.request.user?.Settings?.settings.baseCurrency ??
+          this.request.user?.Settings?.settings.baseCurrency ?? DEFAULT_CURRENCY
-            this.baseCurrency
         );
       })
       .reduce((a, b) => a + b, 0);
 
     for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
       portfolioPublicDetails.holdings[symbol] = {
-        allocationInPercentage: portfolioPosition.value / totalValue,
+        allocationInPercentage:
+          portfolioPosition.valueInBaseCurrency / totalValue,
         countries: hasDetails ? portfolioPosition.countries : [],
         currency: hasDetails ? portfolioPosition.currency : undefined,
         dataSource: portfolioPosition.dataSource,
@@ -439,7 +460,7 @@ export class PortfolioController {
         sectors: hasDetails ? portfolioPosition.sectors : [],
         symbol: portfolioPosition.symbol,
         url: portfolioPosition.url,
-        valueInPercentage: portfolioPosition.value / totalValue
+        valueInPercentage: portfolioPosition.valueInBaseCurrency / totalValue
       };
     }
 

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

@@ -2,6 +2,7 @@ import { AccessModule } from '@ghostfolio/api/app/access/access.module';
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
@@ -36,6 +37,7 @@ import { RulesService } from './rules.service';
     UserModule
   ],
   providers: [
+    AccountBalanceService,
     AccountService,
     CurrentRateService,
     PortfolioService,

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

@@ -7,19 +7,16 @@ 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/configuration.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import {
+  DEFAULT_CURRENCY,
   EMERGENCY_FUND_TAG_ID,
   MAX_CHART_ITEMS,
   UNKNOWN_KEY
@@ -31,6 +28,7 @@ import {
   Filter,
   HistoricalDataItem,
   PortfolioDetails,
+  PortfolioInvestments,
   PortfolioPerformanceResponse,
   PortfolioPosition,
   PortfolioReport,
@@ -44,7 +42,6 @@ import type {
   AccountWithValue,
   DateRange,
   GroupBy,
-  Market,
   OrderWithAccount,
   RequestWithUser,
   UserWithSettings
@@ -86,16 +83,15 @@ import {
 import { PortfolioCalculator } from './portfolio-calculator';
 import { RulesService } from './rules.service';
 
+const asiaPacificMarkets = require('../../assets/countries/asia-pacific-markets.json');
 const developedMarkets = require('../../assets/countries/developed-markets.json');
 const emergingMarkets = require('../../assets/countries/emerging-markets.json');
+const europeMarkets = require('../../assets/countries/europe-markets.json');
 
 @Injectable()
 export class PortfolioService {
-  private baseCurrency: string;
-
   public constructor(
     private readonly accountService: AccountService,
-    private readonly configurationService: ConfigurationService,
     private readonly currentRateService: CurrentRateService,
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
@@ -105,9 +101,7 @@ export class PortfolioService {
     private readonly rulesService: RulesService,
     private readonly symbolProfileService: SymbolProfileService,
     private readonly userService: UserService
-  ) {
+  ) {}
-    this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
-  }
 
   public async getAccounts({
     filters,
@@ -149,7 +143,8 @@ export class PortfolioService {
         }
       }
 
-      const valueInBaseCurrency = details.accounts[account.id]?.current ?? 0;
+      const valueInBaseCurrency =
+        details.accounts[account.id]?.valueInBaseCurrency ?? 0;
 
       const result = {
         ...account,
@@ -254,13 +249,15 @@ 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 +275,10 @@ export class PortfolioService {
 
     portfolioCalculator.setTransactionPoints(transactionPoints);
     if (transactionPoints.length === 0) {
-      return [];
+      return {
+        investments: [],
+        streaks: { currentStreak: 0, longestStreak: 0 }
+      };
     }
 
     let investments: InvestmentItem[];
@@ -348,9 +348,23 @@ 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({
@@ -451,9 +465,8 @@ export class PortfolioService {
       transactionPoints[0]?.date ?? format(new Date(), DATE_FORMAT)
     );
     const startDate = this.getStartDate(dateRange, portfolioStart);
-    const currentPositions = await portfolioCalculator.getCurrentPositions(
+    const currentPositions =
-      startDate
+      await portfolioCalculator.getCurrentPositions(startDate);
-    );
 
     const cashDetails = await this.accountService.getCashDetails({
       filters,
@@ -462,10 +475,18 @@ 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 ||
@@ -478,19 +499,18 @@ export class PortfolioService {
       );
     }
 
-    const dataGatheringItems = currentPositions.positions.map((position) => {
+    const dataGatheringItems = currentPositions.positions.map(
+      ({ dataSource, symbol }) => {
         return {
-        dataSource: position.dataSource,
+          dataSource,
-        symbol: position.symbol
+          symbol
         };
-    });
+      }
-    const symbols = currentPositions.positions.map(
-      (position) => position.symbol
     );
 
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
-      this.dataProviderService.getQuotes(dataGatheringItems),
+      this.dataProviderService.getQuotes({ items: dataGatheringItems }),
-      this.symbolProfileService.getSymbolProfilesBySymbols(symbols)
+      this.symbolProfileService.getSymbolProfiles(dataGatheringItems)
     ]);
 
     const symbolProfileMap: { [symbol: string]: EnhancedSymbolProfile } = {};
@@ -513,12 +533,23 @@ export class PortfolioService {
       const symbolProfile = symbolProfileMap[item.symbol];
       const dataProviderResponse = dataProviderResponses[item.symbol];
 
-      const markets: { [key in Market]: number } = {
+      const markets: PortfolioPosition['markets'] = {
+        [UNKNOWN_KEY]: 0,
         developedMarkets: 0,
         emergingMarkets: 0,
         otherMarkets: 0
       };
+      const marketsAdvanced: PortfolioPosition['marketsAdvanced'] = {
+        [UNKNOWN_KEY]: 0,
+        asiaPacific: 0,
+        emergingMarkets: 0,
+        europe: 0,
+        japan: 0,
+        northAmerica: 0,
+        otherMarkets: 0
+      };
 
+      if (symbolProfile.countries.length > 0) {
         for (const country of symbolProfile.countries) {
           if (developedMarkets.includes(country.code)) {
             markets.developedMarkets = new Big(markets.developedMarkets)
@@ -533,10 +564,48 @@ export class PortfolioService {
               .plus(country.weight)
               .toNumber();
           }
+
+          if (country.code === 'JP') {
+            marketsAdvanced.japan = new Big(marketsAdvanced.japan)
+              .plus(country.weight)
+              .toNumber();
+          } else if (country.code === 'CA' || country.code === 'US') {
+            marketsAdvanced.northAmerica = new Big(marketsAdvanced.northAmerica)
+              .plus(country.weight)
+              .toNumber();
+          } else if (asiaPacificMarkets.includes(country.code)) {
+            marketsAdvanced.asiaPacific = new Big(marketsAdvanced.asiaPacific)
+              .plus(country.weight)
+              .toNumber();
+          } else if (emergingMarkets.includes(country.code)) {
+            marketsAdvanced.emergingMarkets = new Big(
+              marketsAdvanced.emergingMarkets
+            )
+              .plus(country.weight)
+              .toNumber();
+          } else if (europeMarkets.includes(country.code)) {
+            marketsAdvanced.europe = new Big(marketsAdvanced.europe)
+              .plus(country.weight)
+              .toNumber();
+          } else {
+            marketsAdvanced.otherMarkets = new Big(marketsAdvanced.otherMarkets)
+              .plus(country.weight)
+              .toNumber();
+          }
+        }
+      } else {
+        markets[UNKNOWN_KEY] = new Big(markets[UNKNOWN_KEY])
+          .plus(value)
+          .toNumber();
+
+        marketsAdvanced[UNKNOWN_KEY] = new Big(marketsAdvanced[UNKNOWN_KEY])
+          .plus(value)
+          .toNumber();
       }
 
       holdings[item.symbol] = {
         markets,
+        marketsAdvanced,
         allocationInPercentage: filteredValueInBaseCurrency.eq(0)
           ? 0
           : value.div(filteredValueInBaseCurrency).toNumber(),
@@ -558,18 +627,18 @@ export class PortfolioService {
         quantity: item.quantity.toNumber(),
         sectors: symbolProfile.sectors,
         symbol: item.symbol,
+        tags: item.tags,
         transactionCount: item.transactionCount,
         url: symbolProfile.url,
-        value: value.toNumber()
+        valueInBaseCurrency: value.toNumber()
       };
     }
 
-    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 +650,7 @@ export class PortfolioService {
       }
     }
 
-    const accounts = await this.getValueOfAccounts({
+    const { accounts, platforms } = await this.getValueOfAccountsAndPlatforms({
       filters,
       orders,
       portfolioItemsNow,
@@ -595,7 +664,7 @@ 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
@@ -604,7 +673,7 @@ export class PortfolioService {
       const emergencyFundInCash = emergencyFund
         .minus(
           this.getEmergencyFundPositionsValueInBaseCurrency({
-            activities: orders
+            holdings
           })
         )
         .toNumber();
@@ -614,15 +683,14 @@ 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
+        valueInBaseCurrency: emergencyFundInCash
       };
     }
 
@@ -633,13 +701,14 @@ export class PortfolioService {
       balanceInBaseCurrency: cashDetails.balanceInBaseCurrency,
       emergencyFundPositionsValueInBaseCurrency:
         this.getEmergencyFundPositionsValueInBaseCurrency({
-          activities: orders
+          holdings
         })
     });
 
     return {
       accounts,
       holdings,
+      platforms,
       summary,
       filteredValueInBaseCurrency: filteredValueInBaseCurrency.toNumber(),
       filteredValueInPercentage: summary.netWorth
@@ -718,6 +787,7 @@ export class PortfolioService {
         name: order.SymbolProfile?.name,
         quantity: new Big(order.quantity),
         symbol: order.SymbolProfile.symbol,
+        tags: order.tags,
         type: order.type,
         unitPrice: new Big(order.unitPrice)
       }));
@@ -734,9 +804,8 @@ export class PortfolioService {
     const transactionPoints = portfolioCalculator.getTransactionPoints();
 
     const portfolioStart = parseDate(transactionPoints[0].date);
-    const currentPositions = await portfolioCalculator.getCurrentPositions(
+    const currentPositions =
-      portfolioStart
+      await portfolioCalculator.getCurrentPositions(portfolioStart);
-    );
 
     const position = currentPositions.positions.find(
       (item) => item.symbol === aSymbol
@@ -792,16 +861,6 @@ 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 +872,16 @@ 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 +891,25 @@ 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 {
@@ -869,9 +944,9 @@ export class PortfolioService {
         )
       };
     } else {
-      const currentData = await this.dataProviderService.getQuotes([
+      const currentData = await this.dataProviderService.getQuotes({
-        { dataSource: DataSource.YAHOO, symbol: aSymbol }
+        items: [{ dataSource: DataSource.YAHOO, symbol: aSymbol }]
-      ]);
+      });
       const marketPrice = currentData[aSymbol]?.marketPrice;
 
       let historicalData = await this.dataProviderService.getHistorical(
@@ -964,26 +1039,27 @@ export class PortfolioService {
 
     const portfolioStart = parseDate(transactionPoints[0].date);
     const startDate = this.getStartDate(dateRange, portfolioStart);
-    const currentPositions = await portfolioCalculator.getCurrentPositions(
+    const currentPositions =
-      startDate
+      await portfolioCalculator.getCurrentPositions(startDate);
-    );
 
     const positions = currentPositions.positions.filter(
       (item) => !item.quantity.eq(0)
     );
 
-    const dataGatheringItem = positions.map((position) => {
+    const dataGatheringItems = positions.map(({ dataSource, symbol }) => {
       return {
-        dataSource: position.dataSource,
+        dataSource,
-        symbol: position.symbol
+        symbol
       };
     });
 
-    const symbols = positions.map((position) => position.symbol);
-
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
-      this.dataProviderService.getQuotes(dataGatheringItem),
+      this.dataProviderService.getQuotes({ items: dataGatheringItems }),
-      this.symbolProfileService.getSymbolProfilesBySymbols(symbols)
+      this.symbolProfileService.getSymbolProfiles(
+        positions.map(({ dataSource, symbol }) => {
+          return { dataSource, symbol };
+        })
+      )
     ]);
 
     const symbolProfileMap: { [symbol: string]: EnhancedSymbolProfile } = {};
@@ -1154,9 +1230,8 @@ export class PortfolioService {
     portfolioCalculator.setTransactionPoints(transactionPoints);
 
     const portfolioStart = parseDate(transactionPoints[0].date);
-    const currentPositions = await portfolioCalculator.getCurrentPositions(
+    const currentPositions =
-      portfolioStart
+      await portfolioCalculator.getCurrentPositions(portfolioStart);
-    );
 
     const positions = currentPositions.positions.filter(
       (item) => !item.quantity.eq(0)
@@ -1168,7 +1243,7 @@ export class PortfolioService {
       portfolioItemsNow[position.symbol] = position;
     }
 
-    const accounts = await this.getValueOfAccounts({
+    const { accounts } = await this.getValueOfAccountsAndPlatforms({
       orders,
       portfolioItemsNow,
       userCurrency,
@@ -1179,10 +1254,6 @@ export class PortfolioService {
       rules: {
         accountClusterRisk: await this.rulesService.evaluate(
           [
-            new AccountClusterRiskInitialInvestment(
-              this.exchangeRateDataService,
-              accounts
-            ),
             new AccountClusterRiskCurrentInvestment(
               this.exchangeRateDataService,
               accounts
@@ -1196,18 +1267,10 @@ 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
@@ -1258,7 +1321,7 @@ export class PortfolioService {
 
       if (cashPositions[account.currency]) {
         cashPositions[account.currency].investment += convertedBalance;
-        cashPositions[account.currency].value += convertedBalance;
+        cashPositions[account.currency].valueInBaseCurrency += convertedBalance;
       } else {
         cashPositions[account.currency] = this.getInitialCashPosition({
           balance: convertedBalance,
@@ -1270,7 +1333,9 @@ export class PortfolioService {
     for (const symbol of Object.keys(cashPositions)) {
       // Calculate allocations for each currency
       cashPositions[symbol].allocationInPercentage = value.gt(0)
-        ? new Big(cashPositions[symbol].value).div(value).toNumber()
+        ? new Big(cashPositions[symbol].valueInBaseCurrency)
+            .div(value)
+            .toNumber()
         : 0;
     }
 
@@ -1284,12 +1349,11 @@ 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
@@ -1371,13 +1435,13 @@ export class PortfolioService {
   }
 
   private getEmergencyFundPositionsValueInBaseCurrency({
-    activities
+    holdings
   }: {
-    activities: Activity[];
+    holdings: PortfolioDetails['holdings'];
   }) {
-    const emergencyFundOrders = activities.filter((activity) => {
+    const emergencyFundHoldings = Object.values(holdings).filter(({ tags }) => {
       return (
-        activity.tags?.some(({ id }) => {
+        tags?.some(({ id }) => {
           return id === EMERGENCY_FUND_TAG_ID;
         }) ?? false
       );
@@ -1385,18 +1449,9 @@ export class PortfolioService {
 
     let valueInBaseCurrencyOfEmergencyFundPositions = new Big(0);
 
-    for (const order of emergencyFundOrders) {
+    for (const { valueInBaseCurrency } of emergencyFundHoldings) {
-      if (order.type === 'BUY') {
       valueInBaseCurrencyOfEmergencyFundPositions =
-          valueInBaseCurrencyOfEmergencyFundPositions.plus(
+        valueInBaseCurrencyOfEmergencyFundPositions.plus(valueInBaseCurrency);
-            order.valueInBaseCurrency
-          );
-      } else if (order.type === 'SELL') {
-        valueInBaseCurrencyOfEmergencyFundPositions =
-          valueInBaseCurrencyOfEmergencyFundPositions.minus(
-            order.valueInBaseCurrency
-          );
-      }
     }
 
     return valueInBaseCurrencyOfEmergencyFundPositions.toNumber();
@@ -1413,7 +1468,7 @@ 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 }) => {
@@ -1455,24 +1510,25 @@ export class PortfolioService {
       quantity: 0,
       sectors: [],
       symbol: currency,
+      tags: [],
       transactionCount: 0,
-      value: balance
+      valueInBaseCurrency: balance
     };
   }
 
-  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
         );
       })
@@ -1482,6 +1538,30 @@ export class PortfolioService {
       );
   }
 
+  private getLiabilities({
+    activities,
+    userCurrency
+  }: {
+    activities: OrderWithAccount[];
+    userCurrency: string;
+  }) {
+    return activities
+      .filter(({ type }) => {
+        return type === TypeOfOrder.LIABILITY;
+      })
+      .map(({ quantity, SymbolProfile, unitPrice }) => {
+        return this.exchangeRateDataService.toCurrency(
+          new Big(quantity).mul(unitPrice).toNumber(),
+          SymbolProfile.currency,
+          userCurrency
+        );
+      })
+      .reduce(
+        (previous, current) => new Big(previous).plus(current),
+        new Big(0)
+      );
+  }
+
   private getStartDate(aDateRange: DateRange, portfolioStart: Date) {
     switch (aDateRange) {
       case '1d':
@@ -1512,6 +1592,28 @@ 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 +1663,10 @@ 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,
+      userCurrency
+    }).toNumber();
 
     const totalBuy = this.getTotalByType(activities, userCurrency, 'BUY');
     const totalSell = this.getTotalByType(activities, userCurrency, 'SELL');
@@ -1593,6 +1699,7 @@ export class PortfolioService {
       .plus(performanceInformation.performance.currentValue)
       .plus(items)
       .plus(excludedAccountsAndActivities)
+      .minus(liabilities)
       .toNumber();
 
     const daysInMarket = differenceInDays(new Date(), firstOrderDate);
@@ -1619,11 +1726,21 @@ export class PortfolioService {
       fees,
       firstOrderDate,
       items,
+      liabilities,
       netWorth,
       totalBuy,
       totalSell,
       committedFunds: committedFunds.toNumber(),
-      emergencyFund: emergencyFund.toNumber(),
+      emergencyFund: {
+        assets: emergencyFundPositionsValueInBaseCurrency,
+        cash: emergencyFund
+          .minus(emergencyFundPositionsValueInBaseCurrency)
+          .toNumber(),
+        total: emergencyFund.toNumber()
+      },
+      fireWealth: new Big(performanceInformation.performance.currentValue)
+        .minus(emergencyFundPositionsValueInBaseCurrency)
+        .toNumber(),
       ordersCount: activities.filter(({ type }) => {
         return type === 'BUY' || type === 'SELL';
       }).length
@@ -1646,7 +1763,7 @@ export class PortfolioService {
     portfolioOrders: PortfolioOrder[];
   }> {
     const userCurrency =
-      this.request.user?.Settings?.settings.baseCurrency ?? this.baseCurrency;
+      this.request.user?.Settings?.settings.baseCurrency ?? DEFAULT_CURRENCY;
 
     const orders = await this.orderService.getOrders({
       filters,
@@ -1675,6 +1792,7 @@ export class PortfolioService {
       name: order.SymbolProfile?.name,
       quantity: new Big(order.quantity),
       symbol: order.SymbolProfile.symbol,
+      tags: order.tags,
       type: order.type,
       unitPrice: new Big(
         this.exchangeRateDataService.toCurrency(
@@ -1700,7 +1818,7 @@ export class PortfolioService {
     };
   }
 
-  private async getValueOfAccounts({
+  private async getValueOfAccountsAndPlatforms({
     filters = [],
     orders,
     portfolioItemsNow,
@@ -1715,15 +1833,16 @@ export class PortfolioService {
     userId: string;
     withExcludedAccounts?: boolean;
   }) {
-    const ordersOfTypeItem = await this.orderService.getOrders({
+    const ordersOfTypeItemOrLiability = await this.orderService.getOrders({
       filters,
       userCurrency,
       userId,
       withExcludedAccounts,
-      types: ['ITEM']
+      types: ['ITEM', 'LIABILITY']
     });
 
     const accounts: PortfolioDetails['accounts'] = {};
+    const platforms: PortfolioDetails['platforms'] = {};
 
     let currentAccounts: (Account & {
       Order?: Order[];
@@ -1734,6 +1853,7 @@ 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 +1864,7 @@ export class PortfolioService {
       );
 
       currentAccounts = await this.accountService.accounts({
+        include: { Platform: true },
         where: { id: { in: accountIds } }
       });
     }
@@ -1757,76 +1878,88 @@ export class PortfolioService {
         return accountId === account.id;
       });
 
-      const ordersOfTypeItemByAccount = ordersOfTypeItem.filter(
+      const ordersOfTypeItemOrLiabilityByAccount =
-        ({ accountId }) => {
+        ordersOfTypeItemOrLiability.filter(({ accountId }) => {
           return accountId === account.id;
-        }
+        });
-      );
 
-      ordersByAccount = ordersByAccount.concat(ordersOfTypeItemByAccount);
+      ordersByAccount = ordersByAccount.concat(
+        ordersOfTypeItemOrLiabilityByAccount
+      );
 
       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') {
+        if (order.type === 'LIABILITY' || 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(
@@ -1852,7 +1985,14 @@ export class PortfolioService {
     return (
       aUser.Settings?.settings.baseCurrency ??
       this.request.user?.Settings?.settings.baseCurrency ??
-      this.baseCurrency
+      DEFAULT_CURRENCY
     );
   }
+
+  private async getUserId(aImpersonationId: string, aUserId: string) {
+    const impersonationUserId =
+      await this.impersonationService.validateImpersonationId(aImpersonationId);
+
+    return impersonationUserId || aUserId;
+  }
 }

apps/api/src/app/redis-cache/interfaces/redis-cache.interface.ts

@@ -0,0 +1,7 @@
+import { Cache } from 'cache-manager';
+
+import type { RedisStore } from './redis-store.interface';
+
+export interface RedisCache extends Cache {
+  store: RedisStore;
+}

apps/api/src/app/redis-cache/interfaces/redis-store.interface.ts

@@ -0,0 +1,8 @@
+import { Store } from 'cache-manager';
+import { createClient } from 'redis';
+
+export interface RedisStore extends Store {
+  getClient: () => ReturnType<typeof createClient>;
+  isCacheableValue: (value: any) => boolean;
+  name: 'redis';
+}

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

@@ -1,7 +1,9 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { CacheManagerOptions, CacheModule, Module } from '@nestjs/common';
+import { CacheModule } from '@nestjs/cache-manager';
+import { Module } from '@nestjs/common';
 import * as redisStore from 'cache-manager-redis-store';
+import type { RedisClientOptions } from 'redis';
 
 import { RedisCacheService } from './redis-cache.service';
 
@@ -11,7 +13,7 @@ import { RedisCacheService } from './redis-cache.service';
       imports: [ConfigurationModule],
       inject: [ConfigurationService],
       useFactory: async (configurationService: ConfigurationService) => {
-        return <CacheManagerOptions>{
+        return <RedisClientOptions>{
           host: configurationService.get('REDIS_HOST'),
           max: configurationService.get('MAX_ITEM_IN_CACHE'),
           password: configurationService.get('REDIS_PASSWORD'),

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

@@ -1,18 +1,32 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { CACHE_MANAGER, Inject, Injectable } from '@nestjs/common';
+import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
-import { Cache } from 'cache-manager';
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { CACHE_MANAGER } from '@nestjs/cache-manager';
+import { Inject, Injectable, Logger } from '@nestjs/common';
+
+import type { RedisCache } from './interfaces/redis-cache.interface';
 
 @Injectable()
 export class RedisCacheService {
   public constructor(
-    @Inject(CACHE_MANAGER) private readonly cache: Cache,
+    @Inject(CACHE_MANAGER) private readonly cache: RedisCache,
     private readonly configurationService: ConfigurationService
-  ) {}
+  ) {
+    const client = cache.store.getClient();
+
+    client.on('error', (error) => {
+      Logger.error(error, 'RedisCacheService');
+    });
+  }
 
   public async get(key: string): Promise<string> {
     return await this.cache.get(key);
   }
 
+  public getQuoteKey({ dataSource, symbol }: UniqueAsset) {
+    return `quote-${getAssetProfileIdentifier({ dataSource, symbol })}`;
+  }
+
   public async remove(key: string) {
     await this.cache.del(key);
   }
@@ -22,8 +36,10 @@ export class RedisCacheService {
   }
 
   public async set(key: string, value: string, ttlInSeconds?: number) {
-    await this.cache.set(key, value, {
+    await this.cache.set(
-      ttl: ttlInSeconds ?? this.configurationService.get('CACHE_TTL')
+      key,
-    });
+      value,
+      ttlInSeconds ?? this.configurationService.get('CACHE_TTL')
+    );
   }
 }

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

@@ -0,0 +1,36 @@
+import * as fs from 'fs';
+import * as path from 'path';
+
+import {
+  DATE_FORMAT,
+  getYesterday,
+  interpolate
+} from '@ghostfolio/common/helper';
+import { Controller, Get, Res, VERSION_NEUTRAL, Version } from '@nestjs/common';
+import { format } from 'date-fns';
+import { Response } from 'express';
+
+@Controller('sitemap.xml')
+export class SitemapController {
+  public sitemapXml = '';
+
+  public constructor() {
+    try {
+      this.sitemapXml = fs.readFileSync(
+        path.join(__dirname, 'assets', 'sitemap.xml'),
+        'utf8'
+      );
+    } catch {}
+  }
+
+  @Get()
+  @Version(VERSION_NEUTRAL)
+  public async flushCache(@Res() response: Response): Promise<void> {
+    response.setHeader('content-type', 'application/xml');
+    response.send(
+      interpolate(this.sitemapXml, {
+        currentDate: format(getYesterday(), DATE_FORMAT)
+      })
+    );
+  }
+}

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

@@ -0,0 +1,24 @@
+import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.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/exchange-rate-data.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
+import { Module } from '@nestjs/common';
+
+import { SitemapController } from './sitemap.controller';
+
+@Module({
+  controllers: [SitemapController],
+  imports: [
+    ConfigurationModule,
+    DataGatheringModule,
+    DataProviderModule,
+    ExchangeRateDataModule,
+    PrismaModule,
+    RedisCacheModule,
+    SymbolProfileModule
+  ]
+})
+export class SitemapModule {}

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

@@ -1,10 +1,6 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
-import {
+import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
-  DEFAULT_LANGUAGE_CODE,
-  PROPERTY_STRIPE_CONFIG
-} from '@ghostfolio/common/config';
-import { Subscription as SubscriptionInterface } from '@ghostfolio/common/interfaces/subscription.interface';
 import { UserWithSettings } from '@ghostfolio/common/types';
 import { SubscriptionType } from '@ghostfolio/common/types/subscription-type.type';
 import { Injectable, Logger } from '@nestjs/common';
@@ -97,23 +93,11 @@ export class SubscriptionService {
 
   public async createSubscriptionViaStripe(aCheckoutSessionId: string) {
     try {
-      const session = await this.stripe.checkout.sessions.retrieve(
+      const session =
-        aCheckoutSessionId
+        await this.stripe.checkout.sessions.retrieve(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
       });
 

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

@@ -15,6 +15,7 @@ import {
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { DataSource } from '@prisma/client';
+import { parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { isDate, isEmpty } from 'lodash';
 
@@ -36,10 +37,12 @@ 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({
+        includeIndices,
         query: query.toLowerCase(),
         user: this.request.user
       });
@@ -60,7 +63,7 @@ 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(
@@ -91,7 +94,7 @@ export class SymbolController {
     @Param('dateString') dateString: string,
     @Param('symbol') symbol: string
   ): Promise<IDataProviderHistoricalResponse> {
-    const date = new Date(dateString);
+    const date = parseISO(dateString);
 
     if (!isDate(date)) {
       throw new HttpException(

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

@@ -27,9 +27,9 @@ export class SymbolService {
     dataGatheringItem: IDataGatheringItem;
     includeHistoricalData?: number;
   }): Promise<SymbolItem> {
-    const quotes = await this.dataProviderService.getQuotes([
+    const quotes = await this.dataProviderService.getQuotes({
-      dataGatheringItem
+      items: [dataGatheringItem]
-    ]);
+    });
     const { currency, marketPrice } = quotes[dataGatheringItem.symbol] ?? {};
 
     if (dataGatheringItem.dataSource && marketPrice >= 0) {
@@ -81,9 +81,11 @@ export class SymbolService {
   }
 
   public async lookup({
+    includeIndices = false,
     query,
     user
   }: {
+    includeIndices?: boolean;
     query: string;
     user: UserWithSettings;
   }): Promise<{ items: LookupItem[] }> {
@@ -95,6 +97,7 @@ export class SymbolService {
 
     try {
       const { items } = await this.dataProviderService.search({
+        includeIndices,
         query,
         user
       });

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

@@ -1,9 +1,14 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
+import { environment } from '@ghostfolio/api/environments/environment';
 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 {
+  DEFAULT_CURRENCY,
+  PROPERTY_IS_READ_ONLY_MODE,
+  locale
+} from '@ghostfolio/common/config';
 import { User as IUser, UserSettings } from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
@@ -13,24 +18,23 @@ import {
 import { UserWithSettings } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { Prisma, Role, User } from '@prisma/client';
-import { sortBy } from 'lodash';
+import { differenceInDays } from 'date-fns';
+import { sortBy, without } from 'lodash';
 
 const crypto = require('crypto');
 
 @Injectable()
 export class UserService {
-  public static DEFAULT_CURRENCY = 'USD';
-
-  private baseCurrency: string;
-
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
     private readonly subscriptionService: SubscriptionService,
     private readonly tagService: TagService
-  ) {
+  ) {}
-    this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
+
+  public async count(args?: Prisma.UserCountArgs) {
+    return this.prismaService.user.count(args);
   }
 
   public async getUser(
@@ -122,7 +126,7 @@ export class UserService {
       id,
       provider,
       role,
-      Settings,
+      Settings: Settings as UserWithSettings['Settings'],
       thirdPartyId,
       updatedAt,
       activityCount: Analytics?.activityCount
@@ -143,8 +147,7 @@ export class UserService {
 
     // Set default value for base currency
     if (!(user.Settings.settings as UserSettings)?.baseCurrency) {
-      (user.Settings.settings as UserSettings).baseCurrency =
+      (user.Settings.settings as UserSettings).baseCurrency = DEFAULT_CURRENCY;
-        UserService.DEFAULT_CURRENCY;
     }
 
     // Set default value for date range
@@ -164,13 +167,36 @@ export class UserService {
       user.subscription =
         this.subscriptionService.getSubscription(Subscription);
 
-      if (
+      if (user.subscription?.type === 'Basic') {
-        Analytics?.activityCount % 25 === 0 &&
+        const daysSinceRegistration = differenceInDays(
-        user.subscription?.type === 'Basic'
+          new Date(),
-      ) {
+          user.createdAt
+        );
+        let frequency = 20;
+
+        if (daysSinceRegistration > 180) {
+          frequency = 3;
+        } else if (daysSinceRegistration > 60) {
+          frequency = 5;
+        } else if (daysSinceRegistration > 30) {
+          frequency = 10;
+        } else if (daysSinceRegistration > 15) {
+          frequency = 15;
+        }
+
+        if (Analytics?.activityCount % frequency === 1) {
           currentPermissions.push(permissions.enableSubscriptionInterstitial);
         }
 
+        currentPermissions = without(
+          currentPermissions,
+          permissions.createAccess
+        );
+
+        // Reset benchmark
+        user.Settings.settings.benchmark = undefined;
+      }
+
       if (user.subscription?.type === 'Premium') {
         currentPermissions.push(permissions.reportDataGlitch);
       }
@@ -196,6 +222,10 @@ export class UserService {
       }
     }
 
+    if (!environment.production && role === 'ADMIN') {
+      currentPermissions.push(permissions.impersonateAllUsers);
+    }
+
     user.Account = sortBy(user.Account, (account) => {
       return account.name;
     });
@@ -242,7 +272,7 @@ export class UserService {
         ...data,
         Account: {
           create: {
-            currency: this.baseCurrency,
+            currency: DEFAULT_CURRENCY,
             isDefault: true,
             name: 'Default Account'
           }
@@ -250,7 +280,7 @@ export class UserService {
         Settings: {
           create: {
             settings: {
-              currency: this.baseCurrency
+              currency: DEFAULT_CURRENCY
             }
           }
         }
@@ -299,21 +329,29 @@ export class UserService {
   }
 
   public async deleteUser(where: Prisma.UserWhereUniqueInput): Promise<User> {
+    try {
       await this.prismaService.access.deleteMany({
         where: { OR: [{ granteeUserId: where.id }, { userId: where.id }] }
       });
+    } catch {}
 
+    try {
       await this.prismaService.account.deleteMany({
         where: { userId: where.id }
       });
+    } catch {}
 
+    try {
       await this.prismaService.analytics.delete({
         where: { userId: where.id }
       });
+    } catch {}
 
+    try {
       await this.prismaService.order.deleteMany({
         where: { userId: where.id }
       });
+    } catch {}
 
     try {
       await this.prismaService.settings.delete({

apps/api/src/assets/countries/asia-pacific-markets.json

@@ -0,0 +1 @@
+["AU", "HK", "NZ", "SG"]

apps/api/src/assets/countries/europe-markets.json

@@ -0,0 +1,19 @@
+[
+  "AT",
+  "BE",
+  "CH",
+  "DE",
+  "DK",
+  "ES",
+  "FI",
+  "FR",
+  "GB",
+  "IE",
+  "IL",
+  "IT",
+  "LU",
+  "NL",
+  "NO",
+  "PT",
+  "SE"
+]

apps/api/src/assets/cryptocurrencies/custom.json

@@ -1,4 +1,5 @@
 {
+  "CYBER24781": "CyberConnect",
   "LUNA1": "Terra",
   "LUNA2": "Terra",
   "SGB1": "Songbird",

apps/api/src/assets/sitemap.xml

@@ -0,0 +1,871 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<urlset
+  xmlns="http://www.sitemaps.org/schemas/sitemap/0.9"
+  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+  xsi:schemaLocation="http://www.sitemaps.org/schemas/sitemap/0.9
+    http://www.sitemaps.org/schemas/sitemap/0.9/sitemap.xsd">
+  <url>
+    <loc>https://ghostfol.io/de</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/blog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/blog/2021/07/hallo-ghostfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/features</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/haeufig-gestellte-fragen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/maerkte</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/open</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/preise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/registrierung</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-altoo</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-copilot-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-delta</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-divvydiary</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-exirio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-folishare</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-getquin</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-gospatz</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-justetf</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-kubera</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-markets.sh</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-maybe-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monse</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-parqet</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-plannix</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-portfolio-dividend-tracker</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-portseido</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-projectionlab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-seeking-alpha</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sharesight</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-simple-portfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-snowball-analytics</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sumio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-utluna</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-yeekatee</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ueber-uns</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ueber-uns/changelog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
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+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-portfolio-dividend-tracker</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-portseido</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-projectionlab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-seeking-alpha</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-sharesight</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-simple-portfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-snowball-analytics</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-sumio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-utluna</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-yeekatee</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-altoo</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-copilot-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-delta</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-divvydiary</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-exirio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-folishare</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-getquin</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-gospatz</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-justetf</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-kubera</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-markets.sh</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-maybe-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monse</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-parqet</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-plannix</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-portfolio-dividend-tracker</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-portseido</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-projectionlab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-seeking-alpha</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sharesight</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-simple-portfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-snowball-analytics</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sumio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-utluna</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-yeekatee</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/functionaliteiten</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/markten</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/open</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/over</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/over/changelog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/over/licentie</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/over/oss-friends</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/over/privacybeleid</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/prijzen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/registratie</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/veelgestelde-vragen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/blog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/funcionalidades</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/mercados</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/open</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/perguntas-mais-frequentes</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/precos</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/recursos</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/registo</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/sobre</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/sobre/changelog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/sobre/licenca</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/sobre/oss-friends</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/sobre/politica-de-privacidade</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+</urlset>

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);
 
+  if (object) {
     keys.forEach((key) => {
       object[key] = null;
     });
+  }
 
   return object;
 }

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

@@ -6,6 +6,7 @@ import {
   Injectable,
   NestInterceptor
 } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
 import { Observable } from 'rxjs';
 
 @Injectable()
@@ -24,11 +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/main.ts

@@ -1,26 +1,30 @@
 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';
+import { HtmlTemplateMiddleware } from './middlewares/html-template.middleware';
 
 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',
     type: VersioningType.URI
   });
-  app.setGlobalPrefix('api');
+  app.setGlobalPrefix('api', { exclude: ['sitemap.xml'] });
   app.useGlobalPipes(
     new ValidationPipe({
       forbidNonWhitelisted: true,
@@ -32,8 +36,28 @@ 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: {
+            connectSrc: ["'self'", 'https://js.stripe.com'], // Allow connections to Stripe
+            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)
+      })
+    );
+  }
+
+  app.use(HtmlTemplateMiddleware);
+
   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}`);

apps/api/src/middlewares/html-template.middleware.ts

@@ -0,0 +1,136 @@
+import * as fs from 'fs';
+import { join } from 'path';
+
+import { environment } from '@ghostfolio/api/environments/environment';
+import {
+  DEFAULT_LANGUAGE_CODE,
+  DEFAULT_ROOT_URL,
+  SUPPORTED_LANGUAGE_CODES
+} from '@ghostfolio/common/config';
+import { DATE_FORMAT, interpolate } from '@ghostfolio/common/helper';
+import { format } from 'date-fns';
+import { NextFunction, Request, Response } from 'express';
+
+const descriptions = {
+  de: 'Mit dem Finanz-Dashboard Ghostfolio können Sie Ihr Vermögen in Form von Aktien, ETFs oder Kryptowährungen verteilt über mehrere Finanzinstitute überwachen.',
+  en: 'Ghostfolio is a personal finance dashboard to keep track of your assets like stocks, ETFs or cryptocurrencies across multiple platforms.',
+  es: 'Ghostfolio es un dashboard de finanzas personales para hacer un seguimiento de tus activos como acciones, ETFs o criptodivisas a través de múltiples plataformas.',
+  fr: '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.',
+  it: 'Ghostfolio è un dashboard di finanza personale per tenere traccia delle vostre attività come azioni, ETF o criptovalute su più piattaforme.',
+  nl: 'Ghostfolio is een persoonlijk financieel dashboard om uw activa zoals aandelen, ETF’s of cryptocurrencies over meerdere platforms bij te houden.',
+  pt: 'Ghostfolio é um dashboard de finanças pessoais para acompanhar os seus activos como acções, ETFs ou criptomoedas em múltiplas plataformas.'
+};
+
+const title = 'Ghostfolio – Open Source Wealth Management Software';
+const titleShort = 'Ghostfolio';
+
+let indexHtmlMap: { [languageCode: string]: string } = {};
+
+try {
+  indexHtmlMap = SUPPORTED_LANGUAGE_CODES.reduce(
+    (map, languageCode) => ({
+      ...map,
+      [languageCode]: fs.readFileSync(
+        join(__dirname, '..', 'client', languageCode, 'index.html'),
+        'utf8'
+      )
+    }),
+    {}
+  );
+} catch {}
+
+const locales = {
+  '/de/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt': {
+    featureGraphicPath: 'assets/images/blog/ghostfolio-x-sackgeld.png',
+    title: `Ghostfolio auf Sackgeld.com vorgestellt - ${titleShort}`
+  },
+  '/en/blog/2022/08/500-stars-on-github': {
+    featureGraphicPath: 'assets/images/blog/500-stars-on-github.jpg',
+    title: `500 Stars - ${titleShort}`
+  },
+  '/en/blog/2022/10/hacktoberfest-2022': {
+    featureGraphicPath: 'assets/images/blog/hacktoberfest-2022.png',
+    title: `Hacktoberfest 2022 - ${titleShort}`
+  },
+  '/en/blog/2022/12/the-importance-of-tracking-your-personal-finances': {
+    featureGraphicPath: 'assets/images/blog/20221226.jpg',
+    title: `The importance of tracking your personal finances - ${titleShort}`
+  },
+  '/en/blog/2023/02/ghostfolio-meets-umbrel': {
+    featureGraphicPath: 'assets/images/blog/ghostfolio-x-umbrel.png',
+    title: `Ghostfolio meets Umbrel - ${titleShort}`
+  },
+  '/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 - ${titleShort}`
+  },
+  '/en/blog/2023/05/unlock-your-financial-potential-with-ghostfolio': {
+    featureGraphicPath: 'assets/images/blog/20230520.jpg',
+    title: `Unlock your Financial Potential with Ghostfolio - ${titleShort}`
+  },
+  '/en/blog/2023/07/exploring-the-path-to-fire': {
+    featureGraphicPath: 'assets/images/blog/20230701.jpg',
+    title: `Exploring the Path to FIRE - ${titleShort}`
+  },
+  '/en/blog/2023/08/ghostfolio-joins-oss-friends': {
+    featureGraphicPath: 'assets/images/blog/ghostfolio-joins-oss-friends.png',
+    title: `Ghostfolio joins OSS Friends - ${titleShort}`
+  },
+  '/en/blog/2023/09/ghostfolio-2': {
+    featureGraphicPath: 'assets/images/blog/ghostfolio-2.jpg',
+    title: `Announcing Ghostfolio 2.0 - ${titleShort}`
+  }
+};
+
+const isFileRequest = (filename: string) => {
+  if (filename === '/assets/LICENSE') {
+    return true;
+  } else if (
+    filename.includes('auth/ey') ||
+    filename.includes(
+      'personal-finance-tools/open-source-alternative-to-markets.sh'
+    )
+  ) {
+    return false;
+  }
+
+  return filename.split('.').pop() !== filename;
+};
+
+export const HtmlTemplateMiddleware = async (
+  request: Request,
+  response: Response,
+  next: NextFunction
+) => {
+  const path = request.originalUrl.replace(/\/$/, '');
+  let languageCode = path.substr(1, 2);
+
+  if (!SUPPORTED_LANGUAGE_CODES.includes(languageCode)) {
+    languageCode = DEFAULT_LANGUAGE_CODE;
+  }
+
+  const currentDate = format(new Date(), DATE_FORMAT);
+  const rootUrl = process.env.ROOT_URL || DEFAULT_ROOT_URL;
+
+  if (
+    path.startsWith('/api/') ||
+    isFileRequest(path) ||
+    !environment.production
+  ) {
+    // Skip
+    next();
+  } else {
+    const indexHtml = interpolate(indexHtmlMap[languageCode], {
+      currentDate,
+      languageCode,
+      path,
+      rootUrl,
+      description: descriptions[languageCode],
+      featureGraphicPath:
+        locales[path]?.featureGraphicPath ?? 'assets/cover.png',
+      title: locales[path]?.title ?? title
+    });
+
+    return response.send(indexHtml);
+  }
+};

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

@@ -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/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/currency-cluster-risk/base-currency-current-investment.ts

@@ -10,7 +10,7 @@ export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule<Setti
     private positions: TimelinePosition[]
   ) {
     super(exchangeRateDataService, {
-      name: 'Current Investment: Base Currency'
+      name: 'Investment: Base Currency'
     });
   }
 

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

@@ -1,71 +0,0 @@
-import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { TimelinePosition, UserSettings } from '@ghostfolio/common/interfaces';
-
-import { Rule } from '../../rule';
-
-export class CurrencyClusterRiskBaseCurrencyInitialInvestment extends Rule<Settings> {
-  public constructor(
-    protected exchangeRateDataService: ExchangeRateDataService,
-    private positions: TimelinePosition[]
-  ) {
-    super(exchangeRateDataService, {
-      name: 'Initial Investment: Base Currency'
-    });
-  }
-
-  public evaluate(ruleSettings: Settings) {
-    const positionsGroupedByCurrency = this.groupCurrentPositionsByAttribute(
-      this.positions,
-      'currency',
-      ruleSettings.baseCurrency
-    );
-
-    let maxItem = positionsGroupedByCurrency[0];
-    let totalInvestment = 0;
-
-    positionsGroupedByCurrency.forEach((groupItem) => {
-      // Calculate total investment
-      totalInvestment += groupItem.investment;
-
-      // Find maximum
-      if (groupItem.investment > maxItem.investment) {
-        maxItem = groupItem;
-      }
-    });
-
-    const baseCurrencyItem = positionsGroupedByCurrency.find((item) => {
-      return item.groupKey === ruleSettings.baseCurrency;
-    });
-
-    const baseCurrencyInvestmentRatio =
-      baseCurrencyItem?.investment / totalInvestment || 0;
-
-    if (maxItem.groupKey !== ruleSettings.baseCurrency) {
-      return {
-        evaluation: `The major part of your initial investment is not in your base currency (${(
-          baseCurrencyInvestmentRatio * 100
-        ).toPrecision(3)}% in ${ruleSettings.baseCurrency})`,
-        value: false
-      };
-    }
-
-    return {
-      evaluation: `The major part of your initial investment is in your base currency (${(
-        baseCurrencyInvestmentRatio * 100
-      ).toPrecision(3)}% in ${ruleSettings.baseCurrency})`,
-      value: true
-    };
-  }
-
-  public getSettings(aUserSettings: UserSettings): Settings {
-    return {
-      baseCurrency: aUserSettings.baseCurrency,
-      isActive: true
-    };
-  }
-}
-
-interface Settings extends RuleSettings {
-  baseCurrency: string;
-}

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

@@ -10,7 +10,7 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
     private positions: TimelinePosition[]
   ) {
     super(exchangeRateDataService, {
-      name: 'Current Investment'
+      name: 'Investment'
     });
   }
 

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

@@ -1,72 +0,0 @@
-import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
-import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { TimelinePosition, UserSettings } from '@ghostfolio/common/interfaces';
-
-import { Rule } from '../../rule';
-
-export class CurrencyClusterRiskInitialInvestment extends Rule<Settings> {
-  public constructor(
-    protected exchangeRateDataService: ExchangeRateDataService,
-    private positions: TimelinePosition[]
-  ) {
-    super(exchangeRateDataService, {
-      name: 'Initial Investment'
-    });
-  }
-
-  public evaluate(ruleSettings: Settings) {
-    const positionsGroupedByCurrency = this.groupCurrentPositionsByAttribute(
-      this.positions,
-      'currency',
-      ruleSettings.baseCurrency
-    );
-
-    let maxItem = positionsGroupedByCurrency[0];
-    let totalInvestment = 0;
-
-    positionsGroupedByCurrency.forEach((groupItem) => {
-      // Calculate total investment
-      totalInvestment += groupItem.investment;
-
-      // Find maximum
-      if (groupItem.investment > maxItem.investment) {
-        maxItem = groupItem;
-      }
-    });
-
-    const maxInvestmentRatio = maxItem.investment / totalInvestment;
-
-    if (maxInvestmentRatio > ruleSettings.threshold) {
-      return {
-        evaluation: `Over ${
-          ruleSettings.threshold * 100
-        }% of your initial investment is in ${maxItem.groupKey} (${(
-          maxInvestmentRatio * 100
-        ).toPrecision(3)}%)`,
-        value: false
-      };
-    }
-
-    return {
-      evaluation: `The major part of your initial investment is in ${
-        maxItem.groupKey
-      } (${(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;
-  threshold: number;
-}

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

@@ -11,7 +11,7 @@ export class FeeRatioInitialInvestment extends Rule<Settings> {
     private fees: number
   ) {
     super(exchangeRateDataService, {
-      name: 'Initial Investment'
+      name: 'Investment'
     });
   }
 

apps/api/src/services/account-balance/account-balance.module.ts

@@ -0,0 +1,10 @@
+import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
+import { Module } from '@nestjs/common';
+
+@Module({
+  exports: [AccountBalanceService],
+  imports: [PrismaModule],
+  providers: [AccountBalanceService]
+})
+export class AccountBalanceModule {}

apps/api/src/services/account-balance/account-balance.service.ts

@@ -0,0 +1,16 @@
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+import { Injectable } from '@nestjs/common';
+import { AccountBalance, Prisma } from '@prisma/client';
+
+@Injectable()
+export class AccountBalanceService {
+  public constructor(private readonly prismaService: PrismaService) {}
+
+  public async createAccountBalance(
+    data: Prisma.AccountBalanceCreateInput
+  ): Promise<AccountBalance> {
+    return this.prismaService.accountBalance.create({
+      data
+    });
+  }
+}

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

@@ -1,4 +1,5 @@
 import { Environment } from '@ghostfolio/api/services/interfaces/environment.interface';
+import { DEFAULT_ROOT_URL } from '@ghostfolio/common/config';
 import { Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import { bool, cleanEnv, host, json, num, port, str } from 'envalid';
@@ -11,12 +12,11 @@ export class ConfigurationService {
     this.environmentConfiguration = cleanEnv(process.env, {
       ACCESS_TOKEN_SALT: str(),
       ALPHA_VANTAGE_API_KEY: str({ default: '' }),
-      BASE_CURRENCY: str({
+      BETTER_UPTIME_API_KEY: str({ default: '' }),
-        choices: ['AUD', 'CAD', 'CNY', 'EUR', 'GBP', 'JPY', 'RUB', 'USD'],
+      CACHE_QUOTES_TTL: num({ default: 1 }),
-        default: 'USD'
-      }),
       CACHE_TTL: num({ default: 1 }),
-      DATA_SOURCE_PRIMARY: str({ default: DataSource.YAHOO }),
+      DATA_SOURCE_EXCHANGE_RATES: str({ default: DataSource.YAHOO }),
+      DATA_SOURCE_IMPORT: str({ default: DataSource.YAHOO }),
       DATA_SOURCES: json({
         default: [DataSource.COINGECKO, DataSource.MANUAL, DataSource.YAHOO]
       }),
@@ -28,6 +28,7 @@ export class ConfigurationService {
       ENABLE_FEATURE_SUBSCRIPTION: bool({ default: false }),
       ENABLE_FEATURE_SYSTEM_MESSAGE: bool({ default: false }),
       EOD_HISTORICAL_DATA_API_KEY: str({ default: '' }),
+      FINANCIAL_MODELING_PREP_API_KEY: str({ default: '' }),
       GOOGLE_CLIENT_ID: str({ default: 'dummyClientId' }),
       GOOGLE_SECRET: str({ default: 'dummySecret' }),
       GOOGLE_SHEETS_ACCOUNT: str({ default: '' }),
@@ -42,7 +43,7 @@ export class ConfigurationService {
       REDIS_HOST: str({ default: 'localhost' }),
       REDIS_PASSWORD: str({ default: '' }),
       REDIS_PORT: port({ default: 6379 }),
-      ROOT_URL: str({ default: 'http://localhost:4200' }),
+      ROOT_URL: str({ default: DEFAULT_ROOT_URL }),
       STRIPE_PUBLIC_KEY: str({ default: '' }),
       STRIPE_SECRET_KEY: str({ default: '' }),
       TWITTER_ACCESS_TOKEN: str({ default: 'dummyAccessToken' }),

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

@@ -2,6 +2,7 @@ import {
   GATHER_ASSET_PROFILE_PROCESS,
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
+import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
 import { Injectable } from '@nestjs/common';
 import { Cron, CronExpression } from '@nestjs/schedule';
 
@@ -48,7 +49,7 @@ export class CronService {
           name: GATHER_ASSET_PROFILE_PROCESS,
           opts: {
             ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
-            jobId: `${dataSource}-${symbol}`
+            jobId: getAssetProfileIdentifier({ dataSource, symbol })
           }
         };
       })

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

@@ -5,6 +5,7 @@ import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-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/symbol-profile.module';
 import { DATA_GATHERING_QUEUE } from '@ghostfolio/common/config';
 import { BullModule } from '@nestjs/bull';
@@ -28,6 +29,7 @@ import { DataGatheringProcessor } from './data-gathering.processor';
     ExchangeRateDataModule,
     MarketDataModule,
     PrismaModule,
+    PropertyModule,
     SymbolProfileModule
   ],
   providers: [DataGatheringProcessor, DataGatheringService],

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

@@ -1,6 +1,6 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
-import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import {
   DATA_GATHERING_QUEUE,
   GATHER_ASSET_PROFILE_PROCESS,
@@ -8,9 +8,9 @@ import {
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, getStartOfUtcDate } from '@ghostfolio/common/helper';
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
-import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { Process, Processor } from '@nestjs/bull';
 import { Injectable, Logger } from '@nestjs/common';
+import { Prisma } from '@prisma/client';
 import { Job } from 'bull';
 import {
   format,
@@ -32,7 +32,7 @@ export class DataGatheringProcessor {
     private readonly marketDataService: MarketDataService
   ) {}
 
-  @Process(GATHER_ASSET_PROFILE_PROCESS)
+  @Process({ concurrency: 1, name: GATHER_ASSET_PROFILE_PROCESS })
   public async gatherAssetProfile(job: Job<UniqueAsset>) {
     try {
       await this.dataGatheringService.gatherAssetProfiles([job.data]);
@@ -46,18 +46,27 @@ export class DataGatheringProcessor {
     }
   }
 
-  @Process(GATHER_HISTORICAL_MARKET_DATA_PROCESS)
+  @Process({ concurrency: 1, name: GATHER_HISTORICAL_MARKET_DATA_PROCESS })
   public async gatherHistoricalMarketData(job: Job<IDataGatheringItem>) {
     try {
       const { dataSource, date, symbol } = job.data;
+      let currentDate = parseISO(<string>(<unknown>date));
+
+      Logger.log(
+        `Historical market data gathering has been started for ${symbol} (${dataSource}) at ${format(
+          currentDate,
+          DATE_FORMAT
+        )}`,
+        `DataGatheringProcessor (${GATHER_HISTORICAL_MARKET_DATA_PROCESS})`
+      );
 
       const historicalData = await this.dataProviderService.getHistoricalRaw(
         [{ dataSource, symbol }],
-        parseISO(<string>(<unknown>date)),
+        currentDate,
         new Date()
       );
 
-      let currentDate = parseISO(<string>(<unknown>date));
+      const data: Prisma.MarketDataUpdateInput[] = [];
       let lastMarketPrice: number;
 
       while (
@@ -83,21 +92,13 @@ export class DataGatheringProcessor {
         }
 
         if (lastMarketPrice) {
-          try {
+          data.push({
-            await this.marketDataService.updateMarketData({
-              data: {
-                marketPrice: lastMarketPrice,
-                state: 'CLOSE'
-              },
-              where: {
-                dataSource_date_symbol: {
             dataSource,
             symbol,
-                  date: getStartOfUtcDate(currentDate)
+            date: getStartOfUtcDate(currentDate),
-                }
+            marketPrice: lastMarketPrice,
-              }
+            state: 'CLOSE'
           });
-          } catch {}
         }
 
         // Count month one up for iteration
@@ -111,8 +112,13 @@ export class DataGatheringProcessor {
         );
       }
 
+      await this.marketDataService.updateMany({ data });
+
       Logger.log(
-        `Historical market data gathering has been completed for ${symbol} (${dataSource}).`,
+        `Historical market data gathering has been completed for ${symbol} (${dataSource}) at ${format(
+          currentDate,
+          DATE_FORMAT
+        )}`,
         `DataGatheringProcessor (${GATHER_HISTORICAL_MARKET_DATA_PROCESS})`
       );
     } catch (error) {

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

@@ -4,14 +4,20 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 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/symbol-profile.service';
 import {
   DATA_GATHERING_QUEUE,
   GATHER_HISTORICAL_MARKET_DATA_PROCESS,
-  GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS
+  GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS,
+  PROPERTY_BENCHMARKS
 } from '@ghostfolio/common/config';
-import { DATE_FORMAT, resetHours } from '@ghostfolio/common/helper';
+import {
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+  DATE_FORMAT,
+  getAssetProfileIdentifier,
+  resetHours
+} from '@ghostfolio/common/helper';
+import { BenchmarkProperty, UniqueAsset } from '@ghostfolio/common/interfaces';
 import { InjectQueue } from '@nestjs/bull';
 import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
@@ -30,6 +36,7 @@ export class DataGatheringService {
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly marketDataService: MarketDataService,
     private readonly prismaService: PrismaService,
+    private readonly propertyService: PropertyService,
     private readonly symbolProfileService: SymbolProfileService
   ) {}
 
@@ -120,15 +127,10 @@ export class DataGatheringService {
       uniqueAssets = await this.getUniqueAssets();
     }
 
-    const assetProfiles = await this.dataProviderService.getAssetProfiles(
+    const assetProfiles =
-      uniqueAssets
+      await this.dataProviderService.getAssetProfiles(uniqueAssets);
-    );
     const symbolProfiles =
-      await this.symbolProfileService.getSymbolProfilesBySymbols(
+      await this.symbolProfileService.getSymbolProfiles(uniqueAssets);
-        uniqueAssets.map(({ symbol }) => {
-          return symbol;
-        })
-      );
 
     for (const [symbol, assetProfile] of Object.entries(assetProfiles)) {
       const symbolMapping = symbolProfiles.find((symbolProfile) => {
@@ -143,7 +145,9 @@ export class DataGatheringService {
           });
         } catch (error) {
           Logger.error(
-            `Failed to enhance data for symbol ${symbol} by ${dataEnhancer.getName()}`,
+            `Failed to enhance data for ${symbol} (${
+              assetProfile.dataSource
+            }) by ${dataEnhancer.getName()}`,
             error,
             'DataGatheringService'
           );
@@ -224,7 +228,10 @@ export class DataGatheringService {
           name: GATHER_HISTORICAL_MARKET_DATA_PROCESS,
           opts: {
             ...GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS,
-            jobId: `${dataSource}-${symbol}-${format(date, DATE_FORMAT)}`
+            jobId: `${getAssetProfileIdentifier({
+              dataSource,
+              symbol
+            })}-${format(date, DATE_FORMAT)}`
           }
         };
       })
@@ -251,6 +258,10 @@ export class DataGatheringService {
       });
   }
 
+  private getEarliestDate(aStartDate: Date) {
+    return min([aStartDate, subYears(new Date(), 10)]);
+  }
+
   private async getSymbols7D(): Promise<IDataGatheringItem[]> {
     const startDate = subDays(resetHours(new Date()), 7);
 
@@ -317,6 +328,14 @@ export class DataGatheringService {
   }
 
   private async getSymbolsMax(): Promise<IDataGatheringItem[]> {
+    const benchmarkAssetProfileIdMap: { [key: string]: boolean } = {};
+    (
+      ((await this.propertyService.getByKey(
+        PROPERTY_BENCHMARKS
+      )) as BenchmarkProperty[]) ?? []
+    ).forEach(({ symbolProfileId }) => {
+      benchmarkAssetProfileIdMap[symbolProfileId] = true;
+    });
     const startDate =
       (
         await this.prismaService.order.findFirst({
@@ -330,7 +349,7 @@ export class DataGatheringService {
         return {
           dataSource,
           symbol,
-          date: min([startDate, subYears(new Date(), 10)])
+          date: this.getEarliestDate(startDate)
         };
       });
 
@@ -339,6 +358,7 @@ export class DataGatheringService {
         orderBy: [{ symbol: 'asc' }],
         select: {
           dataSource: true,
+          id: true,
           Order: {
             orderBy: [{ date: 'asc' }],
             select: { date: true },
@@ -360,9 +380,15 @@ export class DataGatheringService {
         );
       })
       .map((symbolProfile) => {
+        let date = symbolProfile.Order?.[0]?.date ?? startDate;
+
+        if (benchmarkAssetProfileIdMap[symbolProfile.id]) {
+          date = this.getEarliestDate(startDate);
+        }
+
         return {
           ...symbolProfile,
-          date: symbolProfile.Order?.[0]?.date ?? startDate
+          date
         };
       });
 

apps/api/src/services/data-provider/alpha-vantage/alpha-vantage.service.ts

@@ -114,8 +114,14 @@ export class AlphaVantageService implements DataProviderInterface {
     return undefined;
   }
 
-  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+  public async search({
-    const result = await this.alphaVantage.data.search(aQuery);
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }> {
+    const result = await this.alphaVantage.data.search(query);
 
     return {
       items: result?.bestMatches?.map((bestMatch) => {

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

@@ -1,10 +1,13 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
+import {
+  DEFAULT_CURRENCY,
+  DEFAULT_REQUEST_TIMEOUT
+} from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { DataProviderInfo } from '@ghostfolio/common/interfaces';
 import { Granularity } from '@ghostfolio/common/types';
@@ -15,19 +18,14 @@ import {
   DataSource,
   SymbolProfile
 } from '@prisma/client';
-import bent from 'bent';
 import { format, fromUnixTime, getUnixTime } from 'date-fns';
+import got from 'got';
 
 @Injectable()
 export class CoinGeckoService implements DataProviderInterface {
-  private baseCurrency: string;
   private readonly URL = 'https://api.coingecko.com/api/v3';
 
-  public constructor(
+  public constructor() {}
-    private readonly configurationService: ConfigurationService
-  ) {
-    this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
-  }
 
   public canHandle(symbol: string) {
     return true;
@@ -39,14 +37,22 @@ export class CoinGeckoService implements DataProviderInterface {
     const response: Partial<SymbolProfile> = {
       assetClass: AssetClass.CASH,
       assetSubClass: AssetSubClass.CRYPTOCURRENCY,
-      currency: this.baseCurrency,
+      currency: DEFAULT_CURRENCY,
       dataSource: this.getName(),
       symbol: aSymbol
     };
 
     try {
-      const get = bent(`${this.URL}/coins/${aSymbol}`, 'GET', 'json', 200);
+      const abortController = new AbortController();
-      const { name } = await get();
+
+      setTimeout(() => {
+        abortController.abort();
+      }, DEFAULT_REQUEST_TIMEOUT);
+
+      const { name } = await got(`${this.URL}/coins/${aSymbol}`, {
+        // @ts-ignore
+        signal: abortController.signal
+      }).json<any>();
 
       response.name = name;
     } catch (error) {
@@ -79,17 +85,23 @@ export class CoinGeckoService implements DataProviderInterface {
     [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
   }> {
     try {
-      const get = bent(
+      const abortController = new AbortController();
+
+      setTimeout(() => {
+        abortController.abort();
+      }, DEFAULT_REQUEST_TIMEOUT);
+
+      const { prices } = await got(
         `${
           this.URL
-        }/coins/${aSymbol}/market_chart/range?vs_currency=${this.baseCurrency.toLowerCase()}&from=${getUnixTime(
+        }/coins/${aSymbol}/market_chart/range?vs_currency=${DEFAULT_CURRENCY.toLowerCase()}&from=${getUnixTime(
           from
         )}&to=${getUnixTime(to)}`,
-        'GET',
+        {
-        'json',
+          // @ts-ignore
-        200
+          signal: abortController.signal
-      );
+        }
-      const { prices } = await get();
+      ).json<any>();
 
       const result: {
         [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
@@ -132,23 +144,29 @@ export class CoinGeckoService implements DataProviderInterface {
     }
 
     try {
-      const get = bent(
+      const abortController = new AbortController();
+
+      setTimeout(() => {
+        abortController.abort();
+      }, DEFAULT_REQUEST_TIMEOUT);
+
+      const response = await got(
         `${this.URL}/simple/price?ids=${aSymbols.join(
           ','
-        )}&vs_currencies=${this.baseCurrency.toLowerCase()}`,
+        )}&vs_currencies=${DEFAULT_CURRENCY.toLowerCase()}`,
-        'GET',
+        {
-        'json',
+          // @ts-ignore
-        200
+          signal: abortController.signal
-      );
+        }
-      const response = await get();
+      ).json<any>();
 
       for (const symbol in response) {
         if (Object.prototype.hasOwnProperty.call(response, symbol)) {
           results[symbol] = {
-            currency: this.baseCurrency,
+            currency: DEFAULT_CURRENCY,
             dataProviderInfo: this.getDataProviderInfo(),
             dataSource: DataSource.COINGECKO,
-            marketPrice: response[symbol][this.baseCurrency.toLowerCase()],
+            marketPrice: response[symbol][DEFAULT_CURRENCY.toLowerCase()],
             marketState: 'open'
           };
         }
@@ -164,17 +182,26 @@ export class CoinGeckoService implements DataProviderInterface {
     return 'bitcoin';
   }
 
-  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+  public async search({
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }> {
     let items: LookupItem[] = [];
 
     try {
-      const get = bent(
+      const abortController = new AbortController();
-        `${this.URL}/search?query=${aQuery}`,
+
-        'GET',
+      setTimeout(() => {
-        'json',
+        abortController.abort();
-        200
+      }, DEFAULT_REQUEST_TIMEOUT);
-      );
+
-      const { coins } = await get();
+      const { coins } = await got(`${this.URL}/search?query=${query}`, {
+        // @ts-ignore
+        signal: abortController.signal
+      }).json<any>();
 
       items = coins.map(({ id: symbol, name }) => {
         return {
@@ -182,7 +209,7 @@ export class CoinGeckoService implements DataProviderInterface {
           symbol,
           assetClass: AssetClass.CASH,
           assetSubClass: AssetSubClass.CRYPTOCURRENCY,
-          currency: this.baseCurrency,
+          currency: DEFAULT_CURRENCY,
           dataSource: this.getName()
         };
       });

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

@@ -4,14 +4,18 @@ import { TrackinsightDataEnhancerService } from '@ghostfolio/api/services/data-p
 import { YahooFinanceDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service';
 import { Module } from '@nestjs/common';
 
+import { DataEnhancerService } from './data-enhancer.service';
+
 @Module({
   exports: [
-    'DataEnhancers',
+    DataEnhancerService,
     TrackinsightDataEnhancerService,
-    YahooFinanceDataEnhancerService
+    YahooFinanceDataEnhancerService,
+    'DataEnhancers'
   ],
   imports: [ConfigurationModule, CryptocurrencyModule],
   providers: [
+    DataEnhancerService,
     TrackinsightDataEnhancerService,
     YahooFinanceDataEnhancerService,
     {

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

@@ -0,0 +1,44 @@
+import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
+import { HttpException, Inject, Injectable } from '@nestjs/common';
+import { Prisma } from '@prisma/client';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+
+@Injectable()
+export class DataEnhancerService {
+  public constructor(
+    @Inject('DataEnhancers')
+    private readonly dataEnhancers: DataEnhancerInterface[]
+  ) {}
+
+  public async enhance(aName: string) {
+    const dataEnhancer = this.dataEnhancers.find((dataEnhancer) => {
+      return dataEnhancer.getName() === aName;
+    });
+
+    if (!dataEnhancer) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    try {
+      const assetProfile = await dataEnhancer.enhance({
+        response: {
+          assetClass: 'EQUITY',
+          assetSubClass: 'ETF'
+        },
+        symbol: dataEnhancer.getTestSymbol()
+      });
+
+      if (
+        (assetProfile.countries as unknown as Prisma.JsonArray)?.length > 0 &&
+        (assetProfile.sectors as unknown as Prisma.JsonArray)?.length > 0
+      ) {
+        return true;
+      }
+    } catch {}
+
+    return false;
+  }
+}

apps/api/src/services/data-provider/data-enhancer/trackinsight/trackinsight.service.ts

@@ -1,15 +1,14 @@
 import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
+import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
 import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
 import { Injectable } from '@nestjs/common';
 import { SymbolProfile } from '@prisma/client';
-import bent from 'bent';
+import got from 'got';
-
-const getJSON = bent('json');
 
 @Injectable()
 export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
-  private static baseUrl = 'https://data.trackinsight.com';
+  private static baseUrl = 'https://www.trackinsight.com/data-api';
   private static countries = require('countries-list/dist/countries.json');
   private static countriesMapping = {
     'Russian Federation': 'Russia'
@@ -34,26 +33,82 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
       return response;
     }
 
-    const profile = await getJSON(
+    let abortController = new AbortController();
-      `${TrackinsightDataEnhancerService.baseUrl}/data-api/funds/${symbol}.json`
+
-    ).catch(() => {
+    setTimeout(() => {
+      abortController.abort();
+    }, DEFAULT_REQUEST_TIMEOUT);
+
+    const profile = await got(
+      `${TrackinsightDataEnhancerService.baseUrl}/funds/${symbol}.json`,
+      {
+        // @ts-ignore
+        signal: abortController.signal
+      }
+    )
+      .json<any>()
+      .catch(() => {
+        const abortController = new AbortController();
+
+        setTimeout(() => {
+          abortController.abort();
+        }, DEFAULT_REQUEST_TIMEOUT);
+
+        return got(
+          `${TrackinsightDataEnhancerService.baseUrl}/funds/${symbol.split(
+            '.'
+          )?.[0]}.json`,
+          {
+            // @ts-ignore
+            signal: abortController.signal
+          }
+        )
+          .json<any>()
+          .catch(() => {
             return {};
           });
+      });
 
-    const isin = profile.isin?.split(';')?.[0];
+    const isin = profile?.isin?.split(';')?.[0];
 
     if (isin) {
       response.isin = isin;
     }
 
-    const holdings = await getJSON(
+    abortController = new AbortController();
-      `${TrackinsightDataEnhancerService.baseUrl}/holdings/${symbol}.json`
+
-    ).catch(() => {
+    setTimeout(() => {
-      return getJSON(
+      abortController.abort();
-        `${TrackinsightDataEnhancerService.baseUrl}/holdings/${
+    }, DEFAULT_REQUEST_TIMEOUT);
-          symbol.split('.')?.[0]
+
-        }.json`
+    const holdings = await got(
-      );
+      `${TrackinsightDataEnhancerService.baseUrl}/holdings/${symbol}.json`,
+      {
+        // @ts-ignore
+        signal: abortController.signal
+      }
+    )
+      .json<any>()
+      .catch(() => {
+        const abortController = new AbortController();
+
+        setTimeout(() => {
+          abortController.abort();
+        }, DEFAULT_REQUEST_TIMEOUT);
+
+        return got(
+          `${TrackinsightDataEnhancerService.baseUrl}/holdings/${symbol.split(
+            '.'
+          )?.[0]}.json`,
+          {
+            // @ts-ignore
+            signal: abortController.signal
+          }
+        )
+          .json<any>()
+          .catch(() => {
+            return {};
+          });
       });
 
     if (holdings?.weight < 0.95) {
@@ -112,4 +167,8 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
   public getName() {
     return 'TRACKINSIGHT';
   }
+
+  public getTestSymbol() {
+    return 'QQQ';
+  }
 }

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

@@ -1,4 +1,3 @@
-import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
 
 import { YahooFinanceDataEnhancerService } from './yahoo-finance.service';
@@ -26,16 +25,13 @@ jest.mock(
 );
 
 describe('YahooFinanceDataEnhancerService', () => {
-  let configurationService: ConfigurationService;
   let cryptocurrencyService: CryptocurrencyService;
   let yahooFinanceDataEnhancerService: YahooFinanceDataEnhancerService;
 
   beforeAll(async () => {
-    configurationService = new ConfigurationService();
     cryptocurrencyService = new CryptocurrencyService();
 
     yahooFinanceDataEnhancerService = new YahooFinanceDataEnhancerService(
-      configurationService,
       cryptocurrencyService
     );
   });