Compare commits

...

67 Commits

Author SHA1 Message Date
c8682a7393 Release 1.273.0 (#2014) 2023-05-28 10:31:37 +02:00
144b6b2211 Bugfix/handle undefined in decode data source (#2013)
* Handle undefined data source

* Update changelog
2023-05-28 10:29:52 +02:00
16a5ace4be Introduced stepper to import activities (#1990)
* Introduced stepper to import activities

* Update changelog
2023-05-28 10:21:07 +02:00
b24ddc30c9 Add localized routes for fr, it and nl (#2012) 2023-05-28 10:18:39 +02:00
19333ab084 Fix warnings (#2011) 2023-05-27 10:48:10 +02:00
7529a7a26c Feature/support localized routes (#2009)
* Support localized routes

* Update changelog
2023-05-27 09:53:48 +02:00
21ebaae6ef Add Cloud vs. Self-hosted (#2010) 2023-05-27 09:47:58 +02:00
3bc8b3c836 Feature/add link to manage benchmarks in benchmark comparator component (#2007)
* Add link to manage benchmarks

* Update changelog
2023-05-27 09:34:02 +02:00
bb9415cc15 Release 1.272.0 (#2005) 2023-05-26 20:43:09 +02:00
b3baeb8a5d Feature/support case insensitive names in portfolio proportion chart (#2004)
* Sum up case insensitive names

* Update changelog
2023-05-26 20:41:33 +02:00
1f393e78f6 Feature/improve error handling in delete user endpoint (#2000)
* Improve error handling

* Update changelog
2023-05-25 17:27:33 +02:00
215f5eafa6 Feature/set asset profile as benchmark (#2002)
* Set asset profile as benchmark

* Update changelog

Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2023-05-24 21:22:32 +02:00
1916e5343d Feature/decrease table density (#2001)
* Decrease table density

* Update changelog
2023-05-24 19:34:12 +02:00
fa9863fc54 Feature/upgrade ionicons to version 7.1.0 (#1997)
* Upgrade ionicons to version 7.1.0

* Update changelog
2023-05-23 14:45:21 +02:00
7bf48ef351 Improve style on about page (#1998)
* Center changelog button

* Update changelog
2023-05-22 20:20:16 +02:00
faef3606fd Feature/improve breadcrumb navigation style in blog posts for mobile (#1996)
* Improve style for mobile

* Update changelog
2023-05-21 07:50:45 +02:00
d0ccd4d238 Release 1.271.0 (#1995) 2023-05-20 18:13:41 +02:00
51e3650790 Feature/add blog post unlock your financial potential (#1994)
* Add blog post: Unlock your Financial Potential with Ghostfolio

* Update changelog
2023-05-20 18:12:12 +02:00
db29e2b666 Feature/extend financial modeling prep service (#1989)
* Add getHistorical() and search() logic

* Update changelog
2023-05-20 11:10:07 +02:00
655a68a847 Feature/change uptime to last 90 days (#1993)
* Change uptime to last 90 days

* Update changelog
2023-05-20 11:07:53 +02:00
86296b3591 Feature/improve local number formatting in value component (#1992)
* Improve local number formatting

* Update changelog
2023-05-20 10:53:04 +02:00
73c127f10c Bugfix/fix vertical alignment in gf toggle (#1991)
* Fix alignment

* Update changelog
2023-05-20 10:10:53 +02:00
cf4c981cd9 Release 1.270.1 (#1988) 2023-05-19 15:36:20 +02:00
1b9541b933 Release 1.270.0 (#1987) 2023-05-19 15:11:46 +02:00
5bca8de44e Feature/check for duplicates in dividend import (#1986)
* Check for duplicates in dividend import

* Update changelog
2023-05-19 15:05:29 +02:00
136c4bf50b Bugfix/fix data source transformation in dividends import (#1985)
* Fix data source transformation

* Update changelog
2023-05-19 14:47:20 +02:00
4d700e3b83 Feature/add error message if importing duplicates (#1984)
* Add error messages if import include duplicates

* Update changelog
2023-05-19 13:16:40 +02:00
740fa6fc84 Feature/upgrade prisma to version 4.14.1 (#1983)
* Upgrade prisma to version 4.14.1

* Update changelog
2023-05-19 10:16:08 +02:00
cdb8dc72c7 Feature/improve mobile layout of portfolio summary (#1982)
* Improve layout for mobile

* Update changelog
2023-05-18 22:36:30 +02:00
4b3afb5c97 Feature/extract locales 20230518 (#1980)
* Update locales

* Update changelog
2023-05-18 19:27:58 +02:00
abf208432a Feature/extend account detail dialog by cash balance and equity (#1978)
* Add cash balance and equity

* Update changelog
2023-05-18 19:05:22 +02:00
19e6df4fb2 Fix exception (#1979) 2023-05-18 19:03:27 +02:00
7fc3fff431 Bugfix/fix storybook setup (#1976)
* Fix Storybook setup

* Update changelog
2023-05-18 17:51:38 +02:00
edd690850c Feature/setup open startup page (#1967)
* Setup Open Startup page

* Update changelog
2023-05-18 12:31:36 +02:00
302339e1cd Add Postgres connect_timeout for M1 "Can't reach database" error (#1472)
* Add postgres connect_timeout

* Update changelog
2023-05-18 12:02:07 +02:00
739796bc79 Clean up (#1965) 2023-05-13 18:10:45 +02:00
9c30139b86 FIX #1951: select checkbox state fix for duplicates (#1958)
* FIX #1951: select checkbox state fix for duplicates

* Update changelog
2023-05-13 12:15:11 +02:00
0af528b649 fix(launch.json): set "cwd" to apps/api (#1962) 2023-05-13 11:22:04 +02:00
9636c87a2e Release 1.269.0 (#1961) 2023-05-11 09:54:34 +02:00
ad46fb6d61 Feature/add financial modeling prep as data source type (#1960)
* Add Financial Modeling Prep as new data source type

* Update changelog
2023-05-11 09:52:23 +02:00
8e000baef2 fix update activity, hide update cash balance on edit (#1959)
* Fix update activity, hide update cash balance on edit

* Update changelog
2023-05-11 09:11:44 +02:00
a2e1209196 Feature/introduce admin settings (#1957)
* Introduce admin settings

* Update changelog
2023-05-10 17:56:17 +02:00
ef4a75d1f0 Feature/improve market price of first buy date in chart of position detail dialog (#1956)
* Improve market price on first buy date: market price or average price

* Update changelog
2023-05-09 20:33:15 +02:00
3db20feb54 Release 1.268.0 (#1953) 2023-05-08 22:25:44 +02:00
b9ec381ea2 Feature/upgrade yahoo finance2 to version 2.4.1 (#1952)
* Upgrade yahoo-finance2 to version 2.4.1

* Update changelog
2023-05-08 22:24:12 +02:00
7d6a74a67d Feature/improve check for duplicates in import #1932 (#1940)
* Improve check for duplicates in import

* Update changelog
2023-05-08 21:45:59 +02:00
b923cf7752 Fix docker compose services startup (#1947)
* Fix docker compose services startup

* Update changelog
2023-05-08 20:13:45 +02:00
e32e457ff8 Release 1.267.0 (#1945) 2023-05-07 17:59:04 +02:00
32c1e6b390 Feature/upgrade to nx 16.0 (#1943)
* Upgrade to Nx 16.0

* Update changelog
2023-05-07 17:56:57 +02:00
b42c0c8355 Add comment (#1944) 2023-05-07 17:33:55 +02:00
7140ed8512 Feature/add stripe checkout to pricing page (#1942)
* Add Stripe checkout directly to pricing page

* Update changelog
2023-05-07 16:51:51 +02:00
27d9b075ce Feature/improve interstitial for subscription (#1941)
* Improve style and wording

* Update changelog
2023-05-07 10:38:12 +02:00
5249257dd8 Feature/improve platform managment in admin control (#1939)
* Refactoring, fix tab style, add account count

* Update changelog
2023-05-06 20:24:16 +02:00
606f6159c4 Feature/improve language localization for german 20230506 (#1938)
* Add missing translations

* Update changelog
2023-05-06 17:24:53 +02:00
2e095603b5 Release 1.266.0 (#1937) 2023-05-06 11:34:28 +02:00
3a99b81ade Bugfix/add fallback in yahoo finance service (#1935)
* Add fallback to use quoteSummary(symbol) if quote(symbols) fails

* Update changelog
2023-05-06 11:17:41 +02:00
577a487301 Fix import (#1936) 2023-05-06 11:16:44 +02:00
086d43376c Feature/add dev community logo to landing page (#1934)
* Add DEV Community

* Update changelog
2023-05-06 10:56:21 +02:00
31a4c2ff1f Sort imports (#1933) 2023-05-06 10:06:24 +02:00
6a1fad611c Bugfix/add missing data source in activities import (#1930)
* Add dataSource

* Update changelog
2023-05-06 09:45:18 +02:00
e1892d2870 Feature/platform management (#1922)
* Added platform management to admin control panel

* Update changelog
2023-05-06 09:44:28 +02:00
8ba15f8f72 Optionally update cash balance when adding activity (#1926)
* Optionally update cash balance when adding activity

* Update changelog
2023-05-06 09:01:09 +02:00
876b66f324 Feature/upgrade prisma to version 4.13.0 (#1920)
* Upgrade prisma to version 4.13.0

* Update changelog
2023-05-05 07:39:51 +02:00
2c5bfb19d3 Feature/upgrade class transformer and class validator (#1925)
* Upgrade class-transformer and class-validator

* Update changelog
2023-05-03 16:24:05 +02:00
1bb94a04e3 Release 1.265.0 (#1921) 2023-05-01 19:28:17 +02:00
e3c9316486 Feature/improve tooltip of portfolio proportion chart (#1919)
* Hide title

* Update changelog
2023-05-01 19:26:49 +02:00
c19984c3d0 Bugfix/fix missing platform name in allocations by platform (#1918)
* Fix missing platform name

* Update changelog
2023-05-01 18:55:34 +02:00
171 changed files with 10504 additions and 10460 deletions

View File

@ -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>

View File

@ -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"]
}

View File

@ -36,6 +36,9 @@ The Issue tracker is **ONLY** used for reporting bugs. New features should be di
<!-- Please complete the following information -->
- [ ] Cloud
- [ ] Self-hosted
- Ghostfolio Version X.Y.Z
- Browser
- OS

View File

@ -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;
// },
};

View File

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

27
.vscode/launch.json vendored
View File

@ -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"
}
]
}

View File

@ -5,6 +5,139 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
## 1.273.0 - 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
@ -157,7 +290,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- Changed the slide toggles to checkboxes on the 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`

View File

@ -232,6 +232,7 @@ 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` |

View File

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

View File

@ -172,4 +172,47 @@ export class AccountService {
where
});
}
public async updateAccountBalance({
accountId,
amount,
currency,
date,
userId
}: {
accountId: string;
amount: number;
currency: string;
date: Date;
userId: string;
}) {
const { balance, currency: currencyOfAccount } = await this.account({
id_userId: {
userId,
id: accountId
}
});
const amountInCurrencyOfAccount =
await this.exchangeRateDataService.toCurrencyAtDate(
amount,
currency,
currencyOfAccount,
date
);
if (amountInCurrencyOfAccount) {
await this.prismaService.account.update({
data: {
balance: new Big(balance).plus(amountInCurrencyOfAccount).toNumber()
},
where: {
id_userId: {
userId,
id: accountId
}
}
});
}
}
}

View File

@ -29,6 +29,7 @@ import { ImportModule } from './import/import.module';
import { InfoModule } from './info/info.module';
import { LogoModule } from './logo/logo.module';
import { OrderModule } from './order/order.module';
import { PlatformModule } from './platform/platform.module';
import { PortfolioModule } from './portfolio/portfolio.module';
import { RedisCacheModule } from './redis-cache/redis-cache.module';
import { SubscriptionModule } from './subscription/subscription.module';
@ -63,6 +64,7 @@ import { UserModule } from './user/user.module';
InfoModule,
LogoModule,
OrderModule,
PlatformModule,
PortfolioModule,
PrismaModule,
RedisCacheModule,

View File

@ -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
);
}
}
}

View File

@ -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,

View File

@ -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 () => {

View File

@ -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,
@ -116,9 +120,9 @@ export class BenchmarkService {
public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
const symbolProfileIds: string[] = (
((await this.propertyService.getByKey(PROPERTY_BENCHMARKS)) as {
symbolProfileId: string;
}[]) ?? []
((await this.propertyService.getByKey(
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';
}

View File

@ -94,6 +94,13 @@ export class FrontendMiddleware implements NestMiddleware {
) {
featureGraphicPath = 'assets/images/blog/1000-stars-on-github.jpg';
title = `Ghostfolio reaches 1000 Stars on GitHub - ${title}`;
} else if (
request.path.startsWith(
'/en/blog/2023/05/unlock-your-financial-potential-with-ghostfolio'
)
) {
featureGraphicPath = 'assets/images/blog/20230520.jpg';
title = `Unlock your Financial Potential with Ghostfolio - ${title}`;
}
if (

View File

@ -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

View File

@ -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';

View File

@ -1,12 +1,15 @@
import { AccountService } from '@ghostfolio/api/app/account/account.service';
import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
import {
Activity,
ActivityError
} from '@ghostfolio/api/app/order/interfaces/activities.interface';
import { OrderService } from '@ghostfolio/api/app/order/order.service';
import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/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 { UniqueAsset } from '@ghostfolio/common/interfaces';
@ -71,8 +74,25 @@ export class ImportService {
const value = new Big(quantity).mul(marketPrice).toNumber();
const isDuplicate = orders.some((activity) => {
return (
activity.SymbolProfile.currency === assetProfile.currency &&
activity.SymbolProfile.dataSource === assetProfile.dataSource &&
isSameDay(activity.date, parseDate(dateString)) &&
activity.quantity === quantity &&
activity.SymbolProfile.symbol === assetProfile.symbol &&
activity.type === 'DIVIDEND' &&
activity.unitPrice === marketPrice
);
});
const error: ActivityError = isDuplicate
? { code: 'IS_DUPLICATE' }
: undefined;
return {
Account,
error,
quantity,
value,
accountId: Account?.id,
@ -130,7 +150,7 @@ export class ImportService {
}
}
}),
this.platformService.get()
this.platformService.getPlatforms()
]);
for (const account of accountsDto) {
@ -204,9 +224,14 @@ export class ImportService {
userId
});
const activitiesExtendedWithErrors = await this.extendActivitiesWithErrors({
activitiesDto,
userId
});
const accounts = (await this.accountService.getAccounts(userId)).map(
(account) => {
return { id: account.id, name: account.name };
({ id, name }) => {
return { id, name };
}
);
@ -221,16 +246,14 @@ export class ImportService {
for (const {
accountId,
comment,
currency,
dataSource,
date: dateString,
date,
error,
fee,
quantity,
symbol,
SymbolProfile: assetProfile,
type,
unitPrice
} of activitiesDto) {
const date = parseISO(<string>(<unknown>dateString));
} of activitiesExtendedWithErrors) {
const validatedAccount = accounts.find(({ id }) => {
return id === accountId;
});
@ -255,6 +278,139 @@ export class ImportService {
createdAt: new Date(),
id: uuidv4(),
isDraft: isAfter(date, endOfToday()),
SymbolProfile: {
assetClass: assetProfile.assetClass,
assetSubClass: assetProfile.assetSubClass,
comment: assetProfile.comment,
countries: assetProfile.countries,
createdAt: assetProfile.createdAt,
currency: assetProfile.currency,
dataSource: assetProfile.dataSource,
id: assetProfile.id,
isin: assetProfile.isin,
name: assetProfile.name,
scraperConfiguration: assetProfile.scraperConfiguration,
sectors: assetProfile.sectors,
symbol: assetProfile.currency,
symbolMapping: assetProfile.symbolMapping,
updatedAt: assetProfile.updatedAt,
url: assetProfile.url,
...assetProfiles[assetProfile.symbol]
},
Account: validatedAccount,
symbolProfileId: undefined,
updatedAt: new Date()
};
} else {
if (error) {
continue;
}
order = await this.orderService.createOrder({
comment,
date,
fee,
quantity,
type,
unitPrice,
userId,
accountId: validatedAccount?.id,
SymbolProfile: {
connectOrCreate: {
create: {
currency: assetProfile.currency,
dataSource: assetProfile.dataSource,
symbol: assetProfile.symbol
},
where: {
dataSource_symbol: {
dataSource: assetProfile.dataSource,
symbol: assetProfile.symbol
}
}
}
},
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,
assetProfile.currency,
userCurrency
),
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
value,
assetProfile.currency,
userCurrency
)
});
}
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,
@ -271,62 +427,11 @@ export class ImportService {
sectors: null,
symbolMapping: null,
updatedAt: undefined,
url: null,
...assetProfiles[symbol]
},
Account: validatedAccount,
symbolProfileId: undefined,
updatedAt: new Date()
url: null
}
};
} else {
order = await this.orderService.createOrder({
comment,
date,
fee,
quantity,
type,
unitPrice,
userId,
accountId: validatedAccount?.id,
SymbolProfile: {
connectOrCreate: {
create: {
currency,
dataSource,
symbol
},
where: {
dataSource_symbol: {
dataSource,
symbol
}
}
}
},
User: { connect: { id: userId } }
});
}
const value = new Big(quantity).mul(unitPrice).toNumber();
//@ts-ignore
activities.push({
...order,
value,
feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
fee,
currency,
userCurrency
),
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
value,
currency,
userCurrency
)
});
}
return activities;
);
}
private isUniqueAccount(accounts: AccountWithPlatform[]) {
@ -355,33 +460,11 @@ export class ImportService {
const assetProfiles: {
[symbol: string]: Partial<SymbolProfile>;
} = {};
const existingActivities = await this.orderService.orders({
include: { SymbolProfile: true },
orderBy: { date: 'desc' },
where: { userId }
});
for (const [
index,
{ currency, dataSource, date, fee, quantity, symbol, type, unitPrice }
{ currency, dataSource, symbol }
] of activitiesDto.entries()) {
const duplicateActivity = existingActivities.find((activity) => {
return (
activity.SymbolProfile.currency === currency &&
activity.SymbolProfile.dataSource === dataSource &&
isSameDay(activity.date, parseISO(<string>(<unknown>date))) &&
activity.fee === fee &&
activity.quantity === quantity &&
activity.SymbolProfile.symbol === symbol &&
activity.type === type &&
activity.unitPrice === unitPrice
);
});
if (duplicateActivity) {
throw new Error(`activities.${index} is a duplicate activity`);
}
if (dataSource !== 'MANUAL') {
const assetProfile = (
await this.dataProviderService.getAssetProfiles([

View File

@ -1,4 +1,5 @@
import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module';
import { PlatformModule } from '@ghostfolio/api/app/platform/platform.module';
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
@ -26,6 +27,7 @@ import { InfoService } from './info.service';
secret: process.env.JWT_SECRET_KEY,
signOptions: { expiresIn: '30 days' }
}),
PlatformModule,
PrismaModule,
PropertyModule,
RedisCacheModule,

View File

@ -1,4 +1,5 @@
import { BenchmarkService } from '@ghostfolio/api/app/benchmark/benchmark.service';
import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@ -6,6 +7,7 @@ import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { TagService } from '@ghostfolio/api/services/tag/tag.service';
import {
PROPERTY_BETTER_UPTIME_MONITOR_ID,
PROPERTY_COUNTRIES_OF_SUBSCRIBERS,
PROPERTY_DEMO_USER_ID,
PROPERTY_IS_READ_ONLY_MODE,
@ -15,19 +17,22 @@ import {
ghostfolioFearAndGreedIndexDataSource
} from '@ghostfolio/common/config';
import {
DATE_FORMAT,
encodeDataSource,
extractNumberFromString
} from '@ghostfolio/common/helper';
import { InfoItem } from '@ghostfolio/common/interfaces';
import { Statistics } from '@ghostfolio/common/interfaces/statistics.interface';
import { Subscription } from '@ghostfolio/common/interfaces/subscription.interface';
import {
InfoItem,
Statistics,
Subscription
} from '@ghostfolio/common/interfaces';
import { permissions } from '@ghostfolio/common/permissions';
import { SubscriptionOffer } from '@ghostfolio/common/types';
import { Injectable, Logger } from '@nestjs/common';
import { JwtService } from '@nestjs/jwt';
import * as bent from 'bent';
import * as cheerio from 'cheerio';
import { subDays } from 'date-fns';
import { format, subDays } from 'date-fns';
@Injectable()
export class InfoService {
@ -38,6 +43,7 @@ export class InfoService {
private readonly configurationService: ConfigurationService,
private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly jwtService: JwtService,
private readonly platformService: PlatformService,
private readonly prismaService: PrismaService,
private readonly propertyService: PropertyService,
private readonly redisCacheService: RedisCacheService,
@ -47,9 +53,12 @@ export class InfoService {
public async get(): Promise<InfoItem> {
const info: Partial<InfoItem> = {};
let isReadOnlyMode: boolean;
const platforms = await this.prismaService.platform.findMany({
orderBy: { name: 'asc' },
select: { id: true, name: true }
const platforms = (
await this.platformService.getPlatforms({
orderBy: { name: 'asc' }
})
).map(({ id, name }) => {
return { id, name };
});
let systemMessage: string;
@ -110,19 +119,28 @@ export class InfoService {
globalPermissions.push(permissions.createUserAccount);
}
const [benchmarks, demoAuthToken, statistics, subscriptions, tags] =
await Promise.all([
this.benchmarkService.getBenchmarkAssetProfiles(),
this.getDemoAuthToken(),
this.getStatistics(),
this.getSubscriptions(),
this.tagService.get()
]);
return {
...info,
benchmarks,
demoAuthToken,
globalPermissions,
isReadOnlyMode,
platforms,
statistics,
subscriptions,
systemMessage,
tags,
baseCurrency: this.configurationService.get('BASE_CURRENCY'),
benchmarks: await this.benchmarkService.getBenchmarkAssetProfiles(),
currencies: this.exchangeRateDataService.getCurrencies(),
demoAuthToken: await this.getDemoAuthToken(),
statistics: await this.getStatistics(),
subscriptions: await this.getSubscriptions(),
tags: await this.tagService.get()
currencies: this.exchangeRateDataService.getCurrencies()
};
}
@ -286,6 +304,7 @@ export class InfoService {
const gitHubContributors = await this.countGitHubContributors();
const gitHubStargazers = await this.countGitHubStargazers();
const slackCommunityUsers = await this.countSlackCommunityUsers();
const uptime = await this.getUptime();
statistics = {
activeUsers1d,
@ -294,7 +313,8 @@ export class InfoService {
gitHubContributors,
gitHubStargazers,
newUsers30d,
slackCommunityUsers
slackCommunityUsers,
uptime
};
await this.redisCacheService.set(
@ -318,4 +338,36 @@ export class InfoService {
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 get = bent(
`https://betteruptime.com/api/v2/monitors/${monitorId}/sla?from=${format(
subDays(new Date(), 90),
DATE_FORMAT
)}&to${format(new Date(), DATE_FORMAT)}`,
'GET',
'json',
200,
{
Authorization: `Bearer ${this.configurationService.get(
'BETTER_UPTIME_API_KEY'
)}`
}
);
const { data } = await get();
return data.attributes.availability / 100;
} catch (error) {
Logger.error(error, 'InfoService');
return undefined;
}
}
}
}

View File

@ -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;
}

View File

@ -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;
}

View File

@ -73,6 +73,7 @@ export class OrderService {
dataSource?: DataSource;
symbol?: string;
tags?: Tag[];
updateAccountBalance?: boolean;
userId: string;
}
): Promise<Order> {
@ -89,12 +90,16 @@ export class OrderService {
};
}
const accountId = data.accountId;
let currency = data.currency;
const tags = data.tags ?? [];
const updateAccountBalance = data.updateAccountBalance ?? false;
const userId = data.userId;
if (data.type === 'ITEM') {
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;
@ -149,11 +154,12 @@ export class OrderService {
delete data.dataSource;
delete data.symbol;
delete data.tags;
delete data.updateAccountBalance;
delete data.userId;
const orderData: Prisma.OrderCreateInput = data;
return this.prismaService.order.create({
const order = await this.prismaService.order.create({
data: {
...orderData,
Account,
@ -165,6 +171,27 @@ 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(

View File

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

View File

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

View File

@ -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 });
}
}

View File

@ -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]

View File

@ -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 });
}
}

View File

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

View File

@ -794,16 +794,6 @@ 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(
@ -815,11 +805,16 @@ 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
@ -829,14 +824,25 @@ 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 {
@ -1727,6 +1733,7 @@ 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 {
@ -1737,6 +1744,7 @@ export class PortfolioService {
);
currentAccounts = await this.accountService.accounts({
include: { Platform: true },
where: { id: { in: accountIds } }
});
}

View File

@ -4,7 +4,7 @@ import {
DEFAULT_LANGUAGE_CODE,
PROPERTY_STRIPE_CONFIG
} from '@ghostfolio/common/config';
import { Subscription as SubscriptionInterface } from '@ghostfolio/common/interfaces/subscription.interface';
import { Subscription as SubscriptionInterface } from '@ghostfolio/common/interfaces';
import { UserWithSettings } from '@ghostfolio/common/types';
import { SubscriptionType } from '@ghostfolio/common/types/subscription-type.type';
import { Injectable, Logger } from '@nestjs/common';

View File

@ -166,7 +166,7 @@ export class UserService {
this.subscriptionService.getSubscription(Subscription);
if (
Analytics?.activityCount % 25 === 0 &&
Analytics?.activityCount % 20 === 0 &&
user.subscription?.type === 'Basic'
) {
currentPermissions.push(permissions.enableSubscriptionInterstitial);
@ -304,21 +304,29 @@ 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({

View File

@ -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);
}
}

View File

@ -15,6 +15,7 @@ export class ConfigurationService {
choices: ['AUD', 'CAD', 'CNY', 'EUR', 'GBP', 'JPY', 'RUB', 'USD'],
default: 'USD'
}),
BETTER_UPTIME_API_KEY: str({ default: '' }),
CACHE_TTL: num({ default: 1 }),
DATA_SOURCE_EXCHANGE_RATES: str({ default: DataSource.YAHOO }),
DATA_SOURCE_IMPORT: str({ default: DataSource.YAHOO }),
@ -29,6 +30,7 @@ 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: '' }),

View File

@ -1,5 +1,6 @@
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
import {
DATA_GATHERING_QUEUE,
GATHER_ASSET_PROFILE_PROCESS,
@ -7,7 +8,6 @@ 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';

View File

@ -3,6 +3,7 @@ import { CryptocurrencyModule } from '@ghostfolio/api/services/cryptocurrency/cr
import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
import { CoinGeckoService } from '@ghostfolio/api/services/data-provider/coingecko/coingecko.service';
import { EodHistoricalDataService } from '@ghostfolio/api/services/data-provider/eod-historical-data/eod-historical-data.service';
import { FinancialModelingPrepService } from '@ghostfolio/api/services/data-provider/financial-modeling-prep/financial-modeling-prep.service';
import { GoogleSheetsService } from '@ghostfolio/api/services/data-provider/google-sheets/google-sheets.service';
import { ManualService } from '@ghostfolio/api/services/data-provider/manual/manual.service';
import { RapidApiService } from '@ghostfolio/api/services/data-provider/rapid-api/rapid-api.service';
@ -32,6 +33,7 @@ import { DataProviderService } from './data-provider.service';
CoinGeckoService,
DataProviderService,
EodHistoricalDataService,
FinancialModelingPrepService,
GoogleSheetsService,
ManualService,
RapidApiService,
@ -41,6 +43,7 @@ import { DataProviderService } from './data-provider.service';
AlphaVantageService,
CoinGeckoService,
EodHistoricalDataService,
FinancialModelingPrepService,
GoogleSheetsService,
ManualService,
RapidApiService,
@ -51,6 +54,7 @@ import { DataProviderService } from './data-provider.service';
alphaVantageService,
coinGeckoService,
eodHistoricalDataService,
financialModelingPrepService,
googleSheetsService,
manualService,
rapidApiService,
@ -59,6 +63,7 @@ import { DataProviderService } from './data-provider.service';
alphaVantageService,
coinGeckoService,
eodHistoricalDataService,
financialModelingPrepService,
googleSheetsService,
manualService,
rapidApiService,

View File

@ -11,8 +11,7 @@ import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { PROPERTY_DATA_SOURCE_MAPPING } from '@ghostfolio/common/config';
import { DATE_FORMAT, getStartOfUtcDate } from '@ghostfolio/common/helper';
import { UserWithSettings } from '@ghostfolio/common/types';
import { Granularity } from '@ghostfolio/common/types';
import type { Granularity, UserWithSettings } from '@ghostfolio/common/types';
import { Inject, Injectable, Logger } from '@nestjs/common';
import { DataSource, MarketData, SymbolProfile } from '@prisma/client';
import { format, isValid } from 'date-fns';
@ -399,7 +398,10 @@ export class DataProviderService {
}
private isPremiumDataSource(aDataSource: DataSource) {
const premiumDataSources: DataSource[] = [DataSource.EOD_HISTORICAL_DATA];
const premiumDataSources: DataSource[] = [
DataSource.EOD_HISTORICAL_DATA,
DataSource.FINANCIAL_MODELING_PREP
];
return premiumDataSources.includes(aDataSource);
}
}

View File

@ -0,0 +1,181 @@
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 { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
import { DataProviderInfo } from '@ghostfolio/common/interfaces';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable, Logger } from '@nestjs/common';
import { DataSource, SymbolProfile } from '@prisma/client';
import bent from 'bent';
import { format, isAfter, isBefore, isSameDay } from 'date-fns';
@Injectable()
export class FinancialModelingPrepService implements DataProviderInterface {
private apiKey: string;
private baseCurrency: string;
private readonly URL = 'https://financialmodelingprep.com/api/v3';
public constructor(
private readonly configurationService: ConfigurationService
) {
this.apiKey = this.configurationService.get(
'FINANCIAL_MODELING_PREP_API_KEY'
);
this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
}
public canHandle(symbol: string) {
return true;
}
public async getAssetProfile(
aSymbol: string
): Promise<Partial<SymbolProfile>> {
return {
dataSource: this.getName(),
symbol: aSymbol
};
}
public async getDividends({
from,
granularity = 'day',
symbol,
to
}: {
from: Date;
granularity: Granularity;
symbol: string;
to: Date;
}) {
return {};
}
public async getHistorical(
aSymbol: string,
aGranularity: Granularity = 'day',
from: Date,
to: Date
): Promise<{
[symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
}> {
try {
const get = bent(
`${this.URL}/historical-price-full/${aSymbol}?apikey=${this.apiKey}`,
'GET',
'json',
200
);
const { historical } = await get();
const result: {
[symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
} = {
[aSymbol]: {}
};
for (const { close, date } of historical) {
if (
(isSameDay(parseDate(date), from) ||
isAfter(parseDate(date), from)) &&
isBefore(parseDate(date), to)
) {
result[aSymbol][date] = {
marketPrice: close
};
}
}
return result;
} catch (error) {
throw new Error(
`Could not get historical market data for ${aSymbol} (${this.getName()}) from ${format(
from,
DATE_FORMAT
)} to ${format(to, DATE_FORMAT)}: [${error.name}] ${error.message}`
);
}
}
public getName(): DataSource {
return DataSource.FINANCIAL_MODELING_PREP;
}
public async getQuotes(
aSymbols: string[]
): Promise<{ [symbol: string]: IDataProviderResponse }> {
const results: { [symbol: string]: IDataProviderResponse } = {};
if (aSymbols.length <= 0) {
return {};
}
try {
const get = bent(
`${this.URL}/quote/${aSymbols.join(',')}?apikey=${this.apiKey}`,
'GET',
'json',
200
);
const response = await get();
for (const { price, symbol } of response) {
results[symbol] = {
currency: this.baseCurrency,
dataProviderInfo: this.getDataProviderInfo(),
dataSource: DataSource.FINANCIAL_MODELING_PREP,
marketPrice: price,
marketState: 'delayed'
};
}
} catch (error) {
Logger.error(error, 'FinancialModelingPrepService');
}
return results;
}
public getTestSymbol() {
return 'AAPL';
}
public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
let items: LookupItem[] = [];
try {
const get = bent(
`${this.URL}/search?query=${aQuery}&apikey=${this.apiKey}`,
'GET',
'json',
200
);
const result = await get();
items = result.map(({ currency, name, symbol }) => {
return {
// TODO: Add assetClass
// TODO: Add assetSubClass
currency,
name,
symbol,
dataSource: this.getName()
};
});
} catch (error) {
Logger.error(error, 'FinancialModelingPrepService');
}
return { items };
}
private getDataProviderInfo(): DataProviderInfo {
return {
name: 'Financial Modeling Prep',
url: 'https://financialmodelingprep.com/developer/docs'
};
}
}

View File

@ -14,6 +14,7 @@ import { DataSource, SymbolProfile } from '@prisma/client';
import Big from 'big.js';
import { addDays, format, isSameDay } from 'date-fns';
import yahooFinance from 'yahoo-finance2';
import { Quote } from 'yahoo-finance2/dist/esm/src/modules/quote';
@Injectable()
export class YahooFinanceService implements DataProviderInterface {
@ -137,8 +138,7 @@ export class YahooFinanceService implements DataProviderInterface {
marketPrice: this.getConvertedValue({
symbol: aSymbol,
value: historicalItem.close
}),
performance: historicalItem.open - historicalItem.close
})
};
}
@ -175,7 +175,23 @@ export class YahooFinanceService implements DataProviderInterface {
try {
const response: { [symbol: string]: IDataProviderResponse } = {};
const quotes = await yahooFinance.quote(yahooFinanceSymbols);
let quotes: Pick<
Quote,
'currency' | 'marketState' | 'regularMarketPrice' | 'symbol'
>[] = [];
try {
quotes = await yahooFinance.quote(yahooFinanceSymbols);
} catch (error) {
Logger.error(error, 'YahooFinanceService');
Logger.warn(
'Fallback to yahooFinance.quoteSummary()',
'YahooFinanceService'
);
quotes = await this.getQuotesWithQuoteSummary(yahooFinanceSymbols);
}
for (const quote of quotes) {
// Convert symbols back
@ -358,4 +374,26 @@ export class YahooFinanceService implements DataProviderInterface {
return value;
}
private async getQuotesWithQuoteSummary(aYahooFinanceSymbols: string[]) {
const quoteSummaryPromises = aYahooFinanceSymbols.map((symbol) => {
return yahooFinance.quoteSummary(symbol).catch(() => {
Logger.error(
`Could not get quote summary for ${symbol}`,
'YahooFinanceService'
);
return null;
});
});
const quoteSummaryItems = await Promise.all(quoteSummaryPromises);
return quoteSummaryItems
.filter((item) => {
return item !== null;
})
.map(({ price }) => {
return price;
});
}
}

View File

@ -4,6 +4,7 @@ export interface Environment extends CleanedEnvAccessors {
ACCESS_TOKEN_SALT: string;
ALPHA_VANTAGE_API_KEY: string;
BASE_CURRENCY: string;
BETTER_UPTIME_API_KEY: string;
CACHE_TTL: number;
DATA_SOURCE_EXCHANGE_RATES: string;
DATA_SOURCE_IMPORT: string;
@ -16,6 +17,7 @@ export interface Environment extends CleanedEnvAccessors {
ENABLE_FEATURE_SUBSCRIPTION: boolean;
ENABLE_FEATURE_SYSTEM_MESSAGE: boolean;
EOD_HISTORICAL_DATA_API_KEY: string;
FINANCIAL_MODELING_PREP_API_KEY: string;
GOOGLE_CLIENT_ID: string;
GOOGLE_SECRET: string;
GOOGLE_SHEETS_ACCOUNT: string;

View File

@ -23,7 +23,6 @@ export interface IOrder {
export interface IDataProviderHistoricalResponse {
marketPrice: number;
performance?: number;
}
export interface IDataProviderResponse {

View File

@ -1,11 +0,0 @@
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { Injectable } from '@nestjs/common';
@Injectable()
export class PlatformService {
public constructor(private readonly prismaService: PrismaService) {}
public async get() {
return this.prismaService.platform.findMany();
}
}

View File

@ -5,7 +5,7 @@
"projectType": "application",
"targets": {
"e2e": {
"executor": "@nrwl/cypress:cypress",
"executor": "@nx/cypress:cypress",
"options": {
"cypressConfig": "apps/client-e2e/cypress.json",
"tsConfig": "apps/client-e2e/tsconfig.e2e.json",

View File

@ -11,7 +11,7 @@
// This function is called when a project is opened or re-opened (e.g. due to
// the project's config changing)
const { preprocessTypescript } = require('@nrwl/cypress/plugins/preprocessor');
const { preprocessTypescript } = require('@nx/cypress/plugins/preprocessor');
module.exports = (on, config) => {
// `on` is used to hook into various events Cypress emits

View File

@ -195,7 +195,7 @@
}
},
"test": {
"executor": "@nrwl/jest:jest",
"executor": "@nx/jest:jest",
"options": {
"jestConfig": "apps/client/jest.config.ts",
"passWithNoTests": true

View File

@ -5,25 +5,46 @@ import { PageTitleStrategy } from '@ghostfolio/client/services/page-title.strate
import { ModulePreloadService } from './core/module-preload.service';
const routes: Routes = [
{
path: 'about',
...[
'about',
/////
'a-propos',
'informazioni-su',
'over',
'ueber-uns'
].map((path) => ({
path,
loadChildren: () =>
import('./pages/about/about-page.module').then((m) => m.AboutPageModule)
},
{
path: 'about/changelog',
})),
...[
'about/changelog',
/////
'a-propos/changelog',
'informazioni-su/changelog',
'over/changelog',
'ueber-uns/changelog'
].map((path) => ({
path,
loadChildren: () =>
import('./pages/about/changelog/changelog-page.module').then(
(m) => m.ChangelogPageModule
)
},
{
path: 'about/privacy-policy',
})),
...[
'about/privacy-policy',
/////
'a-propos/politique-de-confidentialite',
'informazioni-su/informativa-sulla-privacy',
'over/privacybeleid',
'ueber-uns/datenschutzbestimmungen'
].map((path) => ({
path,
loadChildren: () =>
import('./pages/about/privacy-policy/privacy-policy-page.module').then(
(m) => m.PrivacyPolicyPageModule
)
},
})),
{
path: 'account',
loadChildren: () =>
@ -48,11 +69,11 @@ const routes: Routes = [
loadChildren: () =>
import('./pages/auth/auth-page.module').then((m) => m.AuthPageModule)
},
{
path: 'blog',
...['blog'].map((path) => ({
path,
loadChildren: () =>
import('./pages/blog/blog-page.module').then((m) => m.BlogPageModule)
},
})),
{
path: 'blog/2021/07/hallo-ghostfolio',
loadChildren: () =>
@ -137,34 +158,66 @@ const routes: Routes = [
'./pages/blog/2023/03/1000-stars-on-github/1000-stars-on-github-page.module'
).then((m) => m.ThousandStarsOnGitHubPageModule)
},
{
path: 'blog/2023/05/unlock-your-financial-potential-with-ghostfolio',
loadChildren: () =>
import(
'./pages/blog/2023/05/unlock-your-financial-potential-with-ghostfolio/unlock-your-financial-potential-with-ghostfolio-page.module'
).then((m) => m.UnlockYourFinancialPotentialWithGhostfolioPageModule)
},
{
path: 'demo',
loadChildren: () =>
import('./pages/demo/demo-page.module').then((m) => m.DemoPageModule)
},
{
path: 'faq',
...[
'faq',
/////
'domande-piu-frequenti',
'foire-aux-questions',
'haeufig-gestellte-fragen',
'vaak-gestelde-vragen'
].map((path) => ({
path,
loadChildren: () =>
import('./pages/faq/faq-page.module').then((m) => m.FaqPageModule)
},
{
path: 'features',
})),
...[
'features',
/////
'fonctionnalites',
'funzionalita',
'kenmerken'
].map((path) => ({
path,
loadChildren: () =>
import('./pages/features/features-page.module').then(
(m) => m.FeaturesPageModule
)
},
})),
{
path: 'home',
loadChildren: () =>
import('./pages/home/home-page.module').then((m) => m.HomePageModule)
},
{
path: 'markets',
...[
'markets',
/////
'maerkte',
'marches',
'markten',
'mercati'
].map((path) => ({
path,
loadChildren: () =>
import('./pages/markets/markets-page.module').then(
(m) => m.MarketsPageModule
)
})),
{
path: 'open',
loadChildren: () =>
import('./pages/open/open-page.module').then((m) => m.OpenPageModule)
},
{
path: 'p',
@ -180,27 +233,48 @@ const routes: Routes = [
(m) => m.PortfolioPageModule
)
},
{
path: 'pricing',
...[
'pricing',
/////
'preise',
'prezzi',
'prijzen',
'prix'
].map((path) => ({
path,
loadChildren: () =>
import('./pages/pricing/pricing-page.module').then(
(m) => m.PricingPageModule
)
},
{
path: 'register',
})),
...[
'register',
/////
'enregistrement',
'iscrizione',
'registratie',
'registrierung'
].map((path) => ({
path,
loadChildren: () =>
import('./pages/register/register-page.module').then(
(m) => m.RegisterPageModule
)
},
{
path: 'resources',
})),
...[
'resources',
/////
'bronnen',
'ressourcen',
'ressources',
'risorse'
].map((path) => ({
path,
loadChildren: () =>
import('./pages/resources/resources-page.module').then(
(m) => m.ResourcesPageModule
)
},
})),
{
path: 'start',
loadChildren: () =>

View File

@ -13,7 +13,9 @@ import { downloadAsFile } from '@ghostfolio/common/helper';
import { User } from '@ghostfolio/common/interfaces';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { translate } from '@ghostfolio/ui/i18n';
import Big from 'big.js';
import { format, parseISO } from 'date-fns';
import { isNumber } from 'lodash';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -28,6 +30,9 @@ import { AccountDetailDialogParams } from './interfaces/interfaces';
})
export class AccountDetailDialog implements OnDestroy, OnInit {
public accountType: string;
public balance: number;
public currency: string;
public equity: number;
public name: string;
public orders: OrderWithAccount[];
public platformName: string;
@ -58,14 +63,33 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
this.dataService
.fetchAccount(this.data.accountId)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ accountType, name, Platform, valueInBaseCurrency }) => {
.subscribe(
({
accountType,
balance,
currency,
name,
Platform,
value,
valueInBaseCurrency
}) => {
this.accountType = translate(accountType);
this.balance = balance;
this.currency = currency;
if (isNumber(balance) && isNumber(value)) {
this.equity = new Big(value).minus(balance).toNumber();
} else {
this.equity = null;
}
this.name = name;
this.platformName = Platform?.name ?? '-';
this.valueInBaseCurrency = valueInBaseCurrency;
this.changeDetectorRef.markForCheck();
});
}
);
this.dataService
.fetchActivities({

View File

@ -20,6 +20,26 @@
</div>
<div class="row">
<div class="col-6 mb-3">
<gf-value
i18n
size="medium"
[currency]="currency"
[locale]="user?.settings?.locale"
[value]="balance"
>Cash Balance</gf-value
>
</div>
<div class="col-6 mb-3">
<gf-value
i18n
size="medium"
[currency]="currency"
[locale]="user?.settings?.locale"
[value]="equity"
>Equity</gf-value
>
</div>
<div class="col-6 mb-3">
<gf-value i18n size="medium" [value]="accountType"
>Account Type</gf-value

View File

@ -143,18 +143,6 @@
<ion-icon name="ellipsis-vertical"></ion-icon>
</button>
<mat-menu #assetProfileActionsMenu="matMenu" xPosition="before">
<button
mat-menu-item
(click)="onGatherSymbol({dataSource: element.dataSource, symbol: element.symbol})"
>
<ng-container i18n>Gather Historical Data</ng-container>
</button>
<button
mat-menu-item
(click)="onGatherProfileDataBySymbol({dataSource: element.dataSource, symbol: element.symbol})"
>
<ng-container i18n>Gather Profile Data</ng-container>
</button>
<button
mat-menu-item
[disabled]="element.activitiesCount !== 0"

View File

@ -10,13 +10,13 @@ import { FormBuilder } from '@angular/forms';
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { UpdateAssetProfileDto } from '@ghostfolio/api/app/admin/update-asset-profile.dto';
import { AdminService } from '@ghostfolio/client/services/admin.service';
import { DataService } from '@ghostfolio/client/services/data.service';
import {
AdminMarketDataDetails,
EnhancedSymbolProfile,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { translate } from '@ghostfolio/ui/i18n';
import { MarketData } from '@prisma/client';
import { MarketData, SymbolProfile } from '@prisma/client';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -37,9 +37,11 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
symbolMapping: ''
});
public assetSubClass: string;
public benchmarks: Partial<SymbolProfile>[];
public countries: {
[code: string]: { name: string; value: number };
};
public isBenchmark = false;
public marketDataDetails: MarketData[] = [];
public sectors: {
[name: string]: { name: string; value: number };
@ -51,11 +53,14 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
private adminService: AdminService,
private changeDetectorRef: ChangeDetectorRef,
@Inject(MAT_DIALOG_DATA) public data: AssetProfileDialogParams,
private dataService: DataService,
public dialogRef: MatDialogRef<AssetProfileDialog>,
private formBuilder: FormBuilder
) {}
public ngOnInit(): void {
this.benchmarks = this.dataService.fetchInfo().benchmarks;
this.initialize();
}
@ -72,6 +77,9 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
this.assetClass = translate(this.assetProfile?.assetClass);
this.assetSubClass = translate(this.assetProfile?.assetSubClass);
this.countries = {};
this.isBenchmark = this.benchmarks.some(({ id }) => {
return id === this.assetProfile.id;
});
this.marketDataDetails = marketData;
this.sectors = {};
@ -128,6 +136,17 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
}
}
public onSetBenchmark({ dataSource, symbol }: UniqueAsset) {
this.dataService
.postBenchmark({ dataSource, symbol })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
setTimeout(() => {
window.location.reload();
}, 300);
});
}
public onSubmit() {
let symbolMapping = {};

View File

@ -37,6 +37,13 @@
>
<ng-container i18n>Gather Profile Data</ng-container>
</button>
<button
mat-menu-item
[disabled]="isBenchmark"
(click)="onSetBenchmark({dataSource: data.dataSource, symbol: data.symbol})"
>
<ng-container i18n>Set as Benchmark</ng-container>
</button>
</mat-menu>
</div>

View File

@ -72,19 +72,6 @@
</div>
</div>
</div>
<div
*ngIf="info?.benchmarks?.length > 0"
class="align-items-start d-flex my-3"
>
<div class="w-50" i18n>Benchmarks</div>
<div class="w-50">
<table>
<tr *ngFor="let benchmark of info.benchmarks">
<td class="pl-1">{{ benchmark.symbol }}</td>
</tr>
</table>
</div>
</div>
<div
*ngIf="info?.tags?.length > 0"
class="align-items-start d-flex my-3"

View File

@ -0,0 +1,105 @@
<div class="container">
<div class="row">
<div class="col">
<div class="d-flex justify-content-end">
<a
color="primary"
i18n
mat-flat-button
[queryParams]="{ createPlatformDialog: true }"
[routerLink]="[]"
>
Add Platform
</a>
</div>
<table
class="gf-table w-100"
mat-table
matSort
matSortActive="name"
matSortDirection="asc"
[dataSource]="dataSource"
>
<ng-container matColumnDef="name">
<th
*matHeaderCellDef
class="px-1"
mat-header-cell
mat-sort-header="name"
>
<ng-container i18n>Name</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
<gf-symbol-icon
*ngIf="element.url"
class="d-inline mr-1"
[tooltip]="element.name"
[url]="element.url"
></gf-symbol-icon>
<span>{{ element.name }}</span>
</td></ng-container
>
<ng-container matColumnDef="url">
<th
*matHeaderCellDef
class="px-1"
mat-header-cell
mat-sort-header="url"
>
<ng-container i18n>Url</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.url }}
</td>
</ng-container>
<ng-container matColumnDef="accounts">
<th
*matHeaderCellDef
class="px-1"
mat-header-cell
mat-sort-header="accountCount"
>
<ng-container i18n>Accounts</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.accountCount }}
</td>
</ng-container>
<ng-container matColumnDef="actions">
<th
*matHeaderCellDef
class="px-1 text-center"
i18n
mat-header-cell
></th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="platformMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-vertical"></ion-icon>
</button>
<mat-menu #platformMenu="matMenu" xPosition="before">
<button mat-menu-item (click)="onUpdatePlatform(element)">
<ion-icon class="mr-2" name="create-outline"></ion-icon>
<span i18n>Edit</span>
</button>
<button mat-menu-item (click)="onDeletePlatform(element.id)">
<ion-icon class="mr-2" name="trash-outline"></ion-icon>
<span i18n>Delete</span>
</button>
</mat-menu>
</td>
</ng-container>
<tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
<tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
</table>
</div>
</div>
</div>

View File

@ -0,0 +1,5 @@
@import 'apps/client/src/styles/ghostfolio-style';
:host {
display: block;
}

View File

@ -0,0 +1,203 @@
import {
ChangeDetectionStrategy,
ChangeDetectorRef,
Component,
OnDestroy,
OnInit,
ViewChild
} from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { MatSort } from '@angular/material/sort';
import { MatTableDataSource } from '@angular/material/table';
import { ActivatedRoute, Router } from '@angular/router';
import { CreatePlatformDto } from '@ghostfolio/api/app/platform/create-platform.dto';
import { UpdatePlatformDto } from '@ghostfolio/api/app/platform/update-platform.dto';
import { AdminService } from '@ghostfolio/client/services/admin.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { Platform } from '@prisma/client';
import { get } from 'lodash';
import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject, takeUntil } from 'rxjs';
import { CreateOrUpdatePlatformDialog } from './create-or-update-platform-dialog/create-or-update-account-platform.component';
@Component({
changeDetection: ChangeDetectionStrategy.OnPush,
selector: 'gf-admin-platform',
styleUrls: ['./admin-platform.component.scss'],
templateUrl: './admin-platform.component.html'
})
export class AdminPlatformComponent implements OnInit, OnDestroy {
@ViewChild(MatSort) sort: MatSort;
public dataSource: MatTableDataSource<Platform> = new MatTableDataSource();
public deviceType: string;
public displayedColumns = ['name', 'url', 'accounts', 'actions'];
public platforms: Platform[];
private unsubscribeSubject = new Subject<void>();
public constructor(
private adminService: AdminService,
private changeDetectorRef: ChangeDetectorRef,
private deviceService: DeviceDetectorService,
private dialog: MatDialog,
private route: ActivatedRoute,
private router: Router,
private userService: UserService
) {
this.route.queryParams
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((params) => {
if (params['createPlatformDialog']) {
this.openCreatePlatformDialog();
} else if (params['editPlatformDialog']) {
if (this.platforms) {
const platform = this.platforms.find(({ id }) => {
return id === params['platformId'];
});
this.openUpdatePlatformDialog(platform);
} else {
this.router.navigate(['.'], { relativeTo: this.route });
}
}
});
}
public ngOnInit() {
this.deviceType = this.deviceService.getDeviceInfo().deviceType;
this.fetchPlatforms();
}
public onDeletePlatform(aId: string) {
const confirmation = confirm(
$localize`Do you really want to delete this platform?`
);
if (confirmation) {
this.deletePlatform(aId);
}
}
public onUpdatePlatform({ id }: Platform) {
this.router.navigate([], {
queryParams: { editPlatformDialog: true, platformId: id }
});
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
private deletePlatform(aId: string) {
this.adminService
.deletePlatform(aId)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe({
next: () => {
this.userService
.get(true)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe();
this.fetchPlatforms();
}
});
}
private fetchPlatforms() {
this.adminService
.fetchPlatforms()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((platforms) => {
this.platforms = platforms;
this.dataSource = new MatTableDataSource(platforms);
this.dataSource.sort = this.sort;
this.dataSource.sortingDataAccessor = get;
this.changeDetectorRef.markForCheck();
});
}
private openCreatePlatformDialog() {
const dialogRef = this.dialog.open(CreateOrUpdatePlatformDialog, {
data: {
platform: {
name: null,
url: null
}
},
height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
width: this.deviceType === 'mobile' ? '100vw' : '50rem'
});
dialogRef
.afterClosed()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((data) => {
const platform: CreatePlatformDto = data?.platform;
if (platform) {
this.adminService
.postPlatform(platform)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe({
next: () => {
this.userService
.get(true)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe();
this.fetchPlatforms();
}
});
}
this.router.navigate(['.'], { relativeTo: this.route });
});
}
private openUpdatePlatformDialog({ id, name, url }) {
const dialogRef = this.dialog.open(CreateOrUpdatePlatformDialog, {
data: {
platform: {
id,
name,
url
}
},
height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
width: this.deviceType === 'mobile' ? '100vw' : '50rem'
});
dialogRef
.afterClosed()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((data) => {
const platform: UpdatePlatformDto = data?.platform;
if (platform) {
this.adminService
.putPlatform(platform)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe({
next: () => {
this.userService
.get(true)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe();
this.fetchPlatforms();
}
});
}
this.router.navigate(['.'], { relativeTo: this.route });
});
}
}

View File

@ -0,0 +1,28 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatMenuModule } from '@angular/material/menu';
import { MatSortModule } from '@angular/material/sort';
import { MatTableModule } from '@angular/material/table';
import { RouterModule } from '@angular/router';
import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
import { AdminPlatformComponent } from './admin-platform.component';
import { GfCreateOrUpdatePlatformDialogModule } from './create-or-update-platform-dialog/create-or-update-platform-dialog.module';
@NgModule({
declarations: [AdminPlatformComponent],
exports: [AdminPlatformComponent],
imports: [
CommonModule,
GfCreateOrUpdatePlatformDialogModule,
GfSymbolIconModule,
MatButtonModule,
MatMenuModule,
MatSortModule,
MatTableModule,
RouterModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfAdminPlatformModule {}

View File

@ -0,0 +1,30 @@
import { ChangeDetectionStrategy, Component, Inject } from '@angular/core';
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { Subject } from 'rxjs';
import { CreateOrUpdatePlatformDialogParams } from './interfaces/interfaces';
@Component({
changeDetection: ChangeDetectionStrategy.OnPush,
host: { class: 'h-100' },
selector: 'gf-create-or-update-platform-dialog',
styleUrls: ['./create-or-update-platform-dialog.scss'],
templateUrl: 'create-or-update-platform-dialog.html'
})
export class CreateOrUpdatePlatformDialog {
private unsubscribeSubject = new Subject<void>();
public constructor(
public dialogRef: MatDialogRef<CreateOrUpdatePlatformDialog>,
@Inject(MAT_DIALOG_DATA) public data: CreateOrUpdatePlatformDialogParams
) {}
public onCancel() {
this.dialogRef.close();
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
}

View File

@ -0,0 +1,29 @@
<form #addPlatformForm="ngForm" class="d-flex flex-column h-100">
<h1 *ngIf="data.platform.id" i18n mat-dialog-title>Update platform</h1>
<h1 *ngIf="!data.platform.id" i18n mat-dialog-title>Add platform</h1>
<div class="flex-grow-1 py-3" mat-dialog-content>
<div>
<mat-form-field appearance="outline" class="w-100">
<mat-label i18n>Name</mat-label>
<input matInput name="name" required [(ngModel)]="data.platform.name" />
</mat-form-field>
</div>
<div>
<mat-form-field appearance="outline" class="w-100">
<mat-label i18n>Url</mat-label>
<input matInput name="url" required [(ngModel)]="data.platform.url" />
</mat-form-field>
</div>
</div>
<div class="justify-content-end" mat-dialog-actions>
<button i18n mat-button (click)="onCancel()">Cancel</button>
<button
color="primary"
mat-flat-button
[disabled]="!addPlatformForm.form.valid"
[mat-dialog-close]="data"
>
<ng-container i18n>Save</ng-container>
</button>
</div>
</form>

View File

@ -0,0 +1,23 @@
import { CommonModule } from '@angular/common';
import { NgModule } from '@angular/core';
import { FormsModule, ReactiveFormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { MatDialogModule } from '@angular/material/dialog';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { CreateOrUpdatePlatformDialog } from './create-or-update-account-platform.component';
@NgModule({
declarations: [CreateOrUpdatePlatformDialog],
imports: [
CommonModule,
FormsModule,
MatButtonModule,
MatDialogModule,
MatFormFieldModule,
MatInputModule,
ReactiveFormsModule
]
})
export class GfCreateOrUpdatePlatformDialogModule {}

View File

@ -0,0 +1,7 @@
:host {
display: block;
.mat-mdc-dialog-content {
max-height: unset;
}
}

View File

@ -0,0 +1,5 @@
import { Platform } from '@prisma/client';
export interface CreateOrUpdatePlatformDialogParams {
platform: Platform;
}

View File

@ -0,0 +1,15 @@
<div class="container">
<div class="mb-5 row">
<div class="col">
<h3 class="text-center" i18n>Platforms</h3>
<gf-admin-platform></gf-admin-platform>
</div>
</div>
<!--
<div class="row">
<div class="col">
<h3 class="text-center" i18n>Tags</h3>
</div>
</div>
-->
</div>

View File

@ -0,0 +1,5 @@
@import 'apps/client/src/styles/ghostfolio-style';
:host {
display: block;
}

View File

@ -0,0 +1,27 @@
import {
ChangeDetectionStrategy,
Component,
OnDestroy,
OnInit
} from '@angular/core';
import { Subject } from 'rxjs';
@Component({
changeDetection: ChangeDetectionStrategy.OnPush,
host: { class: 'page' },
selector: 'gf-admin-settings',
styleUrls: ['./admin-settings.component.scss'],
templateUrl: './admin-settings.component.html'
})
export class AdminSettingsComponent implements OnInit, OnDestroy {
private unsubscribeSubject = new Subject<void>();
public constructor() {}
public ngOnInit() {}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
}

View File

@ -0,0 +1,13 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { RouterModule } from '@angular/router';
import { GfAdminPlatformModule } from '@ghostfolio/client/components/admin-platform/admin-platform.module';
import { AdminSettingsComponent } from './admin-settings.component';
@NgModule({
declarations: [AdminSettingsComponent],
imports: [CommonModule, GfAdminPlatformModule, RouterModule],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfAdminSettingsModule {}

View File

@ -13,7 +13,6 @@
appearance="outline"
class="w-100 without-hint"
color="accent"
[hidden]="benchmarks?.length === 0"
>
<mat-label i18n>Compare with...</mat-label>
<mat-select
@ -28,6 +27,12 @@
[value]="symbolProfile.id"
>{{ symbolProfile.name }}</mat-option
>
<mat-option
*ngIf="hasPermissionToAccessAdminControl"
i18n
[routerLink]="['/admin', 'market-data']"
>Manage Benchmarks</mat-option
>
</mat-select>
</mat-form-field>
</div>

View File

@ -23,6 +23,7 @@ import {
parseDate
} from '@ghostfolio/common/helper';
import { LineChartItem, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { ColorScheme } from '@ghostfolio/common/types';
import { SymbolProfile } from '@prisma/client';
import {
@ -59,6 +60,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
@ViewChild('chartCanvas') chartCanvas;
public chart: Chart<'line'>;
public hasPermissionToAccessAdminControl: boolean;
public constructor() {
Chart.register(
@ -76,6 +78,11 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
}
public ngOnChanges() {
this.hasPermissionToAccessAdminControl = hasPermission(
this.user?.permissions,
permissions.accessAdminControl
);
if (this.performanceDataItems) {
this.initialize();
}

View File

@ -2,6 +2,7 @@ import { CommonModule } from '@angular/common';
import { NgModule } from '@angular/core';
import { FormsModule, ReactiveFormsModule } from '@angular/forms';
import { MatSelectModule } from '@angular/material/select';
import { RouterModule } from '@angular/router';
import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
@ -16,7 +17,8 @@ import { BenchmarkComparatorComponent } from './benchmark-comparator.component';
GfPremiumIndicatorModule,
MatSelectModule,
NgxSkeletonLoaderModule,
ReactiveFormsModule
ReactiveFormsModule,
RouterModule
]
})
export class GfBenchmarkComparatorModule {}

View File

@ -1,16 +1,16 @@
<div class="container p-0">
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Time in Market</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Time in Market</div>
<div class="justify-content-end">
<gf-value class="justify-content-end" [value]="timeInMarket"></gf-value>
</div>
</div>
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Buy</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Buy</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
@ -19,9 +19,9 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Sell</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Sell</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
@ -33,9 +33,9 @@
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Investment</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Investment</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
@ -44,9 +44,9 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Absolute Gross Performance</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Absolute Gross Performance</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
@ -55,9 +55,9 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1 ml-3" i18n>Gross Performance (TWR)</div>
<div class="d-flex flex-column flex-wrap justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 ml-3 text-truncate" i18n>Gross Performance</div>
<div class="flex-column flex-wrap justify-content-end">
<gf-value
class="justify-content-end"
position="end"
@ -70,8 +70,8 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>
Fees for {{ summary?.ordersCount }} {summary?.ordersCount, plural, =1
{transaction} other {transactions}}
</div>
@ -88,9 +88,9 @@
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Absolute Net Performance</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Absolute Net Performance</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
@ -99,9 +99,9 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1 ml-3" i18n>Net Performance (TWR)</div>
<div class="d-flex flex-column flex-wrap justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate ml-3" i18n>Net Performance</div>
<div class="flex-column flex-wrap justify-content-end">
<gf-value
class="justify-content-end"
position="end"
@ -115,9 +115,9 @@
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Total Assets</div>
<div class="d-flex flex-column flex-wrap justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Total Assets</div>
<div class="flex-column flex-wrap justify-content-end">
<gf-value
class="justify-content-end"
position="end"
@ -127,9 +127,9 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Valuables</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Valuables</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
@ -138,8 +138,8 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Emergency Fund</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Emergency Fund</div>
<div
class="align-items-center d-flex justify-content-end"
[ngClass]="{ 'cursor-pointer': hasPermissionToUpdateUserSettings }"
@ -158,9 +158,9 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Buying Power</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Buying Power</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
@ -169,9 +169,9 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Excluded from Analysis</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Excluded from Analysis</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
@ -183,9 +183,9 @@
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1 font-weight-bold" i18n>Net Worth</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 font-weight-bold text-truncate" i18n>Net Worth</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
@ -194,9 +194,11 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1 ml-3" i18n>Annualized Performance</div>
<div class="d-flex flex-column flex-wrap justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 ml-3 text-truncate" i18n>
Annualized Performance
</div>
<div class="flex-column flex-wrap justify-content-end">
<gf-value
class="justify-content-end"
position="end"
@ -210,9 +212,9 @@
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Dividend</div>
<div class="d-flex justify-content-end">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Dividend</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"

View File

@ -1,18 +1,25 @@
<h1 class="align-items-center d-flex" mat-dialog-title>
<div class="flex-grow-1 pt-0" mat-dialog-content>
<div class="intro-container">
<div class="intro-inner-container mx-auto">
<div class="h-100 intro w-100"></div>
</div>
</div>
<div>
<h5 class="align-items-center d-flex justify-content-center mb-3">
<span>Ghostfolio Premium</span>
<gf-premium-indicator
class="ml-1"
[enableLink]="false"
></gf-premium-indicator>
</h1>
<div class="flex-grow-1" mat-dialog-content>
<p class="h5" i18n>
</h5>
<div class="font-weight-normal h5 mb-3 text-center" i18n>
Are you an ambitious investor who needs the full picture?
</p>
</div>
<p i18n>
By upgrading to Ghostfolio Premium, you will get these additional features:
Upgrade to Ghostfolio Premium today and gain access to exclusive features
to enhance your investment experience:
</p>
<ul class="list-unstyled mb-3">
<ul class="list-unstyled mb-3 pl-3">
<li class="align-items-center d-flex mb-1">
<ion-icon class="mr-1" name="checkmark-circle-outline"></ion-icon>
<span i18n>Portfolio Summary</span>
@ -38,7 +45,11 @@
<span i18n>and more Features...</span>
</li>
</ul>
<p>Refine your personal investment strategy now.</p>
<p class="m-0" i18n>
Get the tools to effectively manage your finances and refine your personal
investment strategy.
</p>
</div>
</div>
<div class="justify-content-end" mat-dialog-actions>
<button i18n mat-button (click)="closeDialog()">Skip</button>

View File

@ -5,7 +5,21 @@
max-height: unset;
ion-icon[name='checkmark-circle-outline'] {
color: rgba(var(--palette-accent-500), 1);
color: rgba(var(--palette-primary-500), 1);
}
.intro-container {
.intro-inner-container {
aspect-ratio: 16 / 9;
max-height: 18rem;
.intro {
background-image: url('/assets/intro.jpg');
background-position: top left;
background-repeat: no-repeat;
background-size: contain;
}
}
}
}
}

View File

@ -1,10 +1,11 @@
<mat-radio-group
class="text-nowrap"
class="d-block text-nowrap"
[formControl]="option"
(change)="onValueChange()"
>
<mat-radio-button
*ngFor="let option of options"
class="d-inline-flex"
[disabled]="isLoading"
[ngClass]="{ 'cursor-pointer': !isLoading }"
[value]="option.value"

View File

@ -24,6 +24,7 @@ export class AuthGuard implements CanActivate {
'/faq',
'/features',
'/markets',
'/open',
'/p',
'/pricing',
'/register',

View File

@ -1,14 +1,13 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { environment } from '@ghostfolio/client/../environments/environment';
import { DataService } from '@ghostfolio/client/services/data.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { User } from '@ghostfolio/common/interfaces';
import { Statistics } from '@ghostfolio/common/interfaces/statistics.interface';
import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
import { Statistics, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
import { environment } from '../../../environments/environment';
@Component({
host: { class: 'page' },
selector: 'gf-about-page',
@ -16,6 +15,7 @@ import { environment } from '../../../environments/environment';
templateUrl: './about-page.html'
})
export class AboutPageComponent implements OnDestroy, OnInit {
public defaultLanguageCode = DEFAULT_LANGUAGE_CODE;
public hasPermissionForBlog: boolean;
public hasPermissionForStatistics: boolean;
public hasPermissionForSubscription: boolean;

View File

@ -7,8 +7,25 @@
Ghostfolio is a lightweight wealth management application for
individuals to keep track of stocks, ETFs or cryptocurrencies and make
solid, data-driven investment decisions. The source code is fully
available as open source software (OSS). The project has been
initiated by
available as
<a
href="https://github.com/ghostfolio/ghostfolio"
title="Find Ghostfolio on GitHub"
>open source software</a
>
(OSS) under the
<a
href="https://www.gnu.org/licenses/agpl-3.0.html"
title="GNU Affero General Public License"
>AGPL-3.0 license</a
>
and we share aggregated
<a
href="https://ghostfol.io/{{ defaultLanguageCode }}/open"
title="Open Startup"
>key metrics</a
>
of the platforms performance. The project has been initiated by
<a href="https://dotsilver.ch" title="Website of Thomas Kaul"
>Thomas Kaul</a
>
@ -127,6 +144,7 @@
<gf-value
size="large"
subLabel="(Last 24 hours)"
[locale]="user?.settings?.locale"
[value]="statistics?.activeUsers1d ?? '-'"
>Active Users</gf-value
>
@ -135,6 +153,7 @@
<gf-value
size="large"
subLabel="(Last 30 days)"
[locale]="user?.settings?.locale"
[value]="statistics?.newUsers30d ?? '-'"
>New Users</gf-value
>
@ -143,6 +162,7 @@
<gf-value
size="large"
subLabel="(Last 30 days)"
[locale]="user?.settings?.locale"
[value]="statistics?.activeUsers30d ?? '-'"
>Active Users</gf-value
>
@ -151,6 +171,7 @@
<a class="d-block" href="https://ghostfolio.slack.com">
<gf-value
size="large"
[locale]="user?.settings?.locale"
[value]="statistics?.slackCommunityUsers ?? '-'"
>Users in Slack community</gf-value
>
@ -163,6 +184,7 @@
>
<gf-value
size="large"
[locale]="user?.settings?.locale"
[value]="statistics?.gitHubContributors ?? '-'"
>Contributors on GitHub</gf-value
>
@ -175,6 +197,7 @@
>
<gf-value
size="large"
[locale]="user?.settings?.locale"
[value]="statistics?.gitHubStargazers ?? '-'"
>Stars on GitHub</gf-value
>
@ -198,7 +221,7 @@
</div>
<div
class="col-md-3 col-xs-12 my-2"
[ngClass]="{ 'offset-md-4': !hasPermissionForBlog }"
[ngClass]="{ 'mx-auto': !hasPermissionForBlog }"
>
<a
class="py-4 w-100"

View File

@ -189,9 +189,11 @@ export class AccountPageComponent implements OnDestroy, OnInit {
.createCheckoutSession({ couponId: this.couponId, priceId: this.priceId })
.pipe(
switchMap(({ sessionId }: { sessionId: string }) => {
return this.stripeService.redirectToCheckout({
sessionId
});
return this.stripeService.redirectToCheckout({ sessionId });
}),
catchError((error) => {
alert(error.message);
throw error;
})
)
.subscribe((result) => {

View File

@ -32,7 +32,7 @@
<button
color="primary"
mat-flat-button
(click)="onCheckout(priceId)"
(click)="onCheckout()"
>
<ng-container
*ngIf="user.subscription.offer === 'default'"

View File

@ -3,6 +3,7 @@ import { RouterModule, Routes } from '@angular/router';
import { AdminJobsComponent } from '@ghostfolio/client/components/admin-jobs/admin-jobs.component';
import { AdminMarketDataComponent } from '@ghostfolio/client/components/admin-market-data/admin-market-data.component';
import { AdminOverviewComponent } from '@ghostfolio/client/components/admin-overview/admin-overview.component';
import { AdminSettingsComponent } from '@ghostfolio/client/components/admin-settings/admin-settings.component';
import { AdminUsersComponent } from '@ghostfolio/client/components/admin-users/admin-users.component';
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
@ -24,7 +25,16 @@ const routes: Routes = [
component: AdminOverviewComponent,
title: $localize`Admin Control`
},
{ path: 'users', component: AdminUsersComponent, title: $localize`Users` }
{
path: 'settings',
component: AdminSettingsComponent,
title: $localize`Settings`
},
{
path: 'users',
component: AdminUsersComponent,
title: $localize`Users`
}
],
component: AdminPageComponent,
path: ''

View File

@ -30,13 +30,18 @@ export class AdminPageComponent implements OnDestroy, OnInit {
label: $localize`Overview`,
path: 'overview'
},
{ iconName: 'people-outline', label: $localize`Users`, path: 'users' },
{
iconName: 'settings-outline',
label: $localize`Settings`,
path: 'settings'
},
{
iconName: 'server-outline',
label: $localize`Market Data`,
path: 'market-data'
},
{ iconName: 'flash-outline', label: $localize`Jobs`, path: 'jobs' }
{ iconName: 'flash-outline', label: $localize`Jobs`, path: 'jobs' },
{ iconName: 'people-outline', label: $localize`Users`, path: 'users' }
];
}

View File

@ -6,6 +6,7 @@
<a
#rla="routerLinkActive"
*ngFor="let tab of tabs"
class="px-3"
mat-tab-link
routerLinkActive
[active]="rla.isActive"

View File

@ -4,6 +4,7 @@ import { MatTabsModule } from '@angular/material/tabs';
import { GfAdminJobsModule } from '@ghostfolio/client/components/admin-jobs/admin-jobs.module';
import { GfAdminMarketDataModule } from '@ghostfolio/client/components/admin-market-data/admin-market-data.module';
import { GfAdminOverviewModule } from '@ghostfolio/client/components/admin-overview/admin-overview.module';
import { GfAdminSettingsModule } from '@ghostfolio/client/components/admin-settings/admin-settings.module';
import { GfAdminUsersModule } from '@ghostfolio/client/components/admin-users/admin-users.module';
import { CacheService } from '@ghostfolio/client/services/cache.service';
@ -19,6 +20,7 @@ import { AdminPageComponent } from './admin-page.component';
GfAdminJobsModule,
GfAdminMarketDataModule,
GfAdminOverviewModule,
GfAdminSettingsModule,
GfAdminUsersModule,
MatTabsModule
],

View File

@ -14,6 +14,7 @@
gf-admin-jobs,
gf-admin-market-data,
gf-admin-overview,
gf-admin-settings,
gf-admin-users {
flex: 1 1 auto;
overflow-y: auto;

View File

@ -202,7 +202,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
Hallo Ghostfolio
</li>
</ol>

View File

@ -182,7 +182,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
Hello Ghostfolio
</li>
</ol>

View File

@ -179,7 +179,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
Ghostfolio: First months in Open Source
</li>
</ol>

View File

@ -182,7 +182,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
Ghostfolio meets Internet Identity
</li>
</ol>

View File

@ -208,7 +208,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
How do I get my finances in order?
</li>
</ol>

View File

@ -191,7 +191,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
500 Stars on GitHub
</li>
</ol>

View File

@ -177,7 +177,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
Hacktoberfest 2022
</li>
</ol>

View File

@ -137,7 +137,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
Black Friday 2022
</li>
</ol>

View File

@ -167,7 +167,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
The importance of tracking your personal finances
</li>
</ol>

View File

@ -177,7 +177,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
Ghostfolio auf Sackgeld.com vorgestellt
</li>
</ol>

View File

@ -199,7 +199,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
Ghostfolio meets Umbrel
</li>
</ol>

View File

@ -244,7 +244,10 @@
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li aria-current="page" class="breadcrumb-item active">
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
Ghostfolio reaches 1000 Stars on GitHub
</li>
</ol>

View File

@ -0,0 +1,20 @@
import { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { UnlockYourFinancialPotentialWithGhostfolioPageComponent } from './unlock-your-financial-potential-with-ghostfolio-page.component';
const routes: Routes = [
{
canActivate: [AuthGuard],
component: UnlockYourFinancialPotentialWithGhostfolioPageComponent,
path: '',
title: 'Unlock your Financial Potential with Ghostfolio'
}
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class UnlockYourFinancialPotentialWithGhostfolioRoutingModule {}

View File

@ -0,0 +1,9 @@
import { Component } from '@angular/core';
@Component({
host: { class: 'page' },
selector: 'gf-unlock-your-financial-potential-with-ghostfolio-page',
styleUrls: ['./unlock-your-financial-potential-with-ghostfolio-page.scss'],
templateUrl: './unlock-your-financial-potential-with-ghostfolio-page.html'
})
export class UnlockYourFinancialPotentialWithGhostfolioPageComponent {}

View File

@ -0,0 +1,244 @@
<div class="blog container">
<div class="row">
<div class="col-md-8 offset-md-2">
<article>
<div class="mb-4 text-center">
<h1 class="mb-1">Unlock your Financial Potential with Ghostfolio</h1>
<div class="mb-3 text-muted"><small>2023-05-20</small></div>
<img
alt="Unlock your financial potential with Ghostfolio Teaser"
class="border rounded w-100"
src="../assets/images/blog/20230520.jpg"
title="Unlock your financial potential with Ghostfolio"
/>
</div>
<section class="mb-4">
<p>
Managing personal finances effectively is crucial for those striving
for a secure future and financial independence. In todays digital
age, having a reliable wealth management software can greatly
simplify the process. Ghostfolio is a powerful
<a
href="https://github.com/ghostfolio/ghostfolio"
title="Find Ghostfolio on GitHub"
>open source solution</a
>
for individuals trading stocks, ETFs, or cryptocurrencies on
multiple platforms. This article explores the key reasons why
Ghostfolio is the ideal choice for those embracing diversification,
pursuing a buy & hold strategy, and seeking portfolio insights while
valuing privacy.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Effortless Management for Multi-Platform Investors</h2>
<p>
Ghostfolio offers a holistic solution to efficiently monitor and
manage investment portfolios across multiple platforms. By
consolidating data from various accounts, Ghostfolio eliminates the
need to switch between platforms, saving users valuable time and
effort.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Empowering Buy & Hold Strategies</h2>
<p>
For those committed to a
<a [routerLink]="['/resources']">buy & hold strategy</a>, Ghostfolio
provides an intuitive interface to monitor long-term investments.
Users can track performance over time, gaining insights into
portfolio growth and stability. With strong visualizations and
reporting <a [routerLink]="['/features']">features</a>, Ghostfolio
equips users to make well-informed decisions aligned with their
long-term investment goals.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Deep Portfolio Insights</h2>
<p>
Understanding portfolio composition is vital for making informed
financial decisions. Ghostfolio provides comprehensive insights into
asset allocation, sector exposure, geographical diversification, and
individual asset performance. These detailed analytics empower users
to assess portfolio strengths and weaknesses, making necessary
adjustments to optimize their allocation.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Privacy and Data Ownership</h2>
<p>
In the age of growing data security concerns, Ghostfolio sets itself
apart by giving the highest priority to privacy and data ownership.
As an open-source software, Ghostfolio ensures that users retain
complete control over their financial data. By eliminating the need
to trust third-party platforms with sensitive information,
Ghostfolio offers peace of mind to those who value privacy and data
security.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Streamlined Minimalism for Financial Efficiency</h2>
<p>
Ghostfolio embraces a lightweight approach to personal finance
management, focusing on essential features without overwhelming
users. Its streamlined user interface and clean design provide a
seamless and clutter-free experience. This minimalist approach
enhances user satisfaction and boosts efficiency by eliminating
distractions and simplifying the financial management process.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Driving Financial Independence (FIRE)</h2>
<p>
Achieving
<a [routerLink]="['/resources']">financial independence</a>
including early retirement (FIRE) requires careful planning,
monitoring, and forecasting. Ghostfolios robust features equip
individuals with tools to analyze, optimize and simulate investment
strategies. By providing insights, performance tracking, and
portfolio analysis, Ghostfolio serves as a valuable companion in the
pursuit of financial freedom.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Farewell to Spreadsheet Hassles</h2>
<p>
While spreadsheets have traditionally been used to manage personal
finances, they can be time-consuming and prone to errors. Ghostfolio
offers a user-friendly alternative by automating data aggregation,
analysis, and reporting. Users can bid farewell to manual data entry
and complex formulas, relying instead on Ghostfolios user-friendly
and intuitive interface to efficiently manage their finances.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Your Path to Financial Success with Ghostfolio</h2>
<p>
Ghostfolio, the open-source personal finance software, provides a
wide range of benefits for individuals involved in trading stocks,
ETFs, or cryptocurrencies. Whether you are pursuing a buy & hold
strategy, seeking valuable portfolio insights, or diversifying
financial resources while prioritizing privacy and data ownership,
Ghostfolio proves to be an invaluable tool on your journey towards
unlocking your financial potential. Say goodbye to spreadsheets and
embrace the power of Ghostfolio for simplified, secure, and
successful financial management.
</p>
</section>
<section class="mb-4 py-3">
<h2 class="h4 mb-0 text-center">
Would you like to <strong>unlock</strong> your
<strong>financial potential</strong>?
</h2>
<p class="lead mb-2 text-center">
Ghostfolio empowers you to manage your personal finances
effectively.
</p>
<div class="text-center">
<a color="primary" href="https://ghostfol.io" mat-flat-button>
Get Started
</a>
</div>
</section>
<section class="mb-4">
<ul class="list-inline">
<li class="list-inline-item">
<span class="badge badge-light">App</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Analysis</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Assets</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Budgeting</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Buy & Hold</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Cryptocurrencies</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Diversification</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">ETFs</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Finance</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Fintech</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">FIRE</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Ghostfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Investment</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Management</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Minimalism</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Monitoring</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Open Source</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Personal Finance</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Planning</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Portfolio Tracker</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Privacy</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Retirement</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Software</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Spreadsheet</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Stock</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Strategy</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth</span>
</li>
</ul>
</section>
<nav aria-label="breadcrumb">
<ol class="breadcrumb">
<li class="breadcrumb-item">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li
aria-current="page"
class="active breadcrumb-item text-truncate"
>
Unlock your Financial Potential with Ghostfolio
</li>
</ol>
</nav>
</article>
</div>
</div>
</div>

View File

@ -0,0 +1,19 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { RouterModule } from '@angular/router';
import { UnlockYourFinancialPotentialWithGhostfolioRoutingModule } from './unlock-your-financial-potential-with-ghostfolio-page-routing.module';
import { UnlockYourFinancialPotentialWithGhostfolioPageComponent } from './unlock-your-financial-potential-with-ghostfolio-page.component';
@NgModule({
declarations: [UnlockYourFinancialPotentialWithGhostfolioPageComponent],
imports: [
CommonModule,
MatButtonModule,
RouterModule,
UnlockYourFinancialPotentialWithGhostfolioRoutingModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class UnlockYourFinancialPotentialWithGhostfolioPageModule {}

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