Release 1.301.0 (#2246)

* Setup OSS Friends page

* Update changelog

.github/workflows/build-code.yml

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

CHANGELOG.md

@@ -5,6 +5,188 @@ 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).
 
+## 1.301.0 - 2023-08-18
+
+### Added
+
+- Added the data export feature to the user account page
+- Added a currencies preset to the historical market data table of the admin control panel
+- Added the _OSS Friends_ page
+
+### Changed
+
+- Improved the localized meta data in `html` files
+
+### Fixed
+
+- Fixed the rows with cash positions in the holdings table
+- Fixed an issue with the date parsing in the historical market data editor of the admin control panel
+
+## 1.300.0 - 2023-08-11
+
+### Added
+
+- Added more durations in the coupon system
+
+### Changed
+
+- Migrated the remaining requests from `bent` to `got`
+
+## 1.299.1 - 2023-08-10
+
+### Changed
+
+- Optimized the activities import by allowing a different currency than the asset's official one
+- Added a timeout to the _EOD Historical Data_ requests
+- Migrated the requests from `bent` to `got` in the _EOD Historical Data_ service
+
+### Fixed
+
+- Fixed the editing of the emergency fund
+- Fixed the historical data gathering interval for asset profiles used as benchmarks having activities
+
+## 1.298.0 - 2023-08-06
+
+### Changed
+
+- Improved the language localization for German (`de`)
+- Upgraded `ng-extract-i18n-merge` from version `2.6.0` to `2.7.0`
+- Upgraded `Nx` from version `16.5.5` to `16.6.0`
+
+### Fixed
+
+- Fixed the styles of various components (card, progress, tab) after the upgrade to `@angular/material` `16`
+
+## 1.297.4 - 2023-08-05
+
+### Added
+
+- Added the footer to the public page
+- Added a `copy-assets` `Nx` target to the client build
+
+### Changed
+
+- Improved the alignment of the region percentages on the allocations page
+- Improved the alignment of the region percentages on the public page
+- Improved the redirection of the home page to the localized home page
+- Improved the language localization for German (`de`)
+- Upgraded `angular` from version `15.2.5` to `16.1.8`
+- Upgraded `nestjs` from version `9.1.4` to `10.1.3`
+- Upgraded `Nx` from version `16.0.3` to `16.5.5`
+
+## 1.296.0 - 2023-08-01
+
+### Changed
+
+- Optimized the validation in the activities import by reducing the list to unique asset profiles
+- Optimized the data gathering in the activities import
+
+## 1.295.0 - 2023-07-30
+
+### Added
+
+- Added a step by step introduction for new users
+
+### Fixed
+
+- Removed the _Stay signed in_ setting on _Sign in with fingerprint_ activation
+
+## 1.294.0 - 2023-07-29
+
+### Changed
+
+- Extended the allocations by market chart on the allocations page by unavailable data
+
+### Fixed
+
+- Considered liabilities in the total account value calculation
+
+## 1.293.0 - 2023-07-26
+
+### Added
+
+- Added error handling for the _Redis_ connections to keep the app running if the connection fails
+
+### Changed
+
+- Set the `lastmod` dates of `sitemap.xml` dynamically
+
+### Fixed
+
+- Fixed the missing values in the holdings table
+- Fixed the `no such file or directory` error caused by the missing `favicon.ico` file
+
+## 1.292.0 - 2023-07-24
+
+### Added
+
+- Introduced the allocations by market chart on the allocations page
+
+### Changed
+
+- Upgraded `yahoo-finance2` from version `2.4.2` to `2.4.3`
+
+### Fixed
+
+- Fixed an issue in the public page
+
+## 1.291.0 - 2023-07-23
+
+### Added
+
+- Broken down the emergency fund by cash and assets
+- Added support for account balance time series
+
+### Changed
+
+- Renamed queries to presets in the historical market data table of the admin control panel
+
+## 1.290.0 - 2023-07-16
+
+### Added
+
+- Added hints to the activity types in the create or edit activity dialog
+- Added queries to the historical market data table of the admin control panel
+
+### Changed
+
+- Improved the usability of the login dialog
+- Disabled the caching in the health check endpoints for data providers
+- Improved the content of the Frequently Asked Questions (FAQ) page
+- Upgraded `prisma` from version `4.15.0` to `4.16.2`
+
+## 1.289.0 - 2023-07-14
+
+### Changed
+
+- Upgraded `yahoo-finance2` from version `2.4.1` to `2.4.2`
+
+## 1.288.0 - 2023-07-12
+
+### Changed
+
+- Improved the loading state during filtering on the allocations page
+- Beautified the names with ampersand (`&`) in the asset profile
+- Improved the language localization for German (`de`)
+
+## 1.287.0 - 2023-07-09
+
+### Changed
+
+- Hid the average buy price in the position detail chart if there is no holding
+- Improved the language localization for French (`fr`)
+- Refactored the blog articles to standalone components
+
+### Fixed
+
+- Fixed the sorting by currency in the activities table
+
+## 1.286.0 - 2023-07-03
+
+### Fixed
+
+- Fixed the creation of (wealth) items and liabilities
+
 ## 1.285.0 - 2023-07-01
 
 ### Added
@@ -446,7 +628,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Changed the slide toggles to checkboxes on the account page
+- Changed the slide toggles to checkboxes on the user account page
 - Changed the slide toggles to checkboxes in the admin control panel
 - Increased the density of the theme
 - Migrated the style of various components to `@angular/material` `15` (mdc)
@@ -1008,7 +1190,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Improved the language selector on the account page
+- Improved the language selector on the user account page
 - Improved the wording in the _X-ray_ section (net worth instead of investment)
 - Extended the asset profile details dialog in the admin control panel
 - Updated the browserslist database
@@ -1426,7 +1608,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added a language selector to the account page
+- Added a language selector to the user account page
 - Added support for translated labels in the value component
 
 ### Changed
@@ -1755,7 +1937,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added the user id to the account page
+- Added the user id to the user account page
 - Added a new view with jobs of the queue to the admin control panel
 
 ### Changed
@@ -3410,7 +3592,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Respected the cash balance on the analysis page
-- Improved the settings selectors on the account page
+- Improved the settings selectors on the user account page
 - Harmonized the slogan to "Open Source Wealth Management Software"
 
 ### Fixed
@@ -3876,7 +4058,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Added
 
 - Added a gradient to the line charts
-- Added a selector to set the base currency on the account page
+- Added a selector to set the base currency on the user account page
 
 ## 0.81.0 - 06.04.2021
 
@@ -4190,7 +4372,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Added the membership status to the account page
+- Added the membership status to the user account page
 
 ### Fixed
 

Dockerfile

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

README.md

@@ -153,7 +153,6 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
 ### Setup
 
 1. Run `yarn install`
-1. Run `yarn build:dev` to build the source code including the assets
 1. Run `docker-compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
 1. Run `yarn database:setup` to initialize the database schema
 1. Start the server and the client (see [_Development_](#Development))
@@ -263,7 +262,9 @@ Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TO
 
 ## Community Projects
 
-- [ghostfolio-cli](https://github.com/DerAndereJohannes/ghostfolio-cli): Command-line interface to access your portfolio
+Discover a variety of community projects for Ghostfolio: https://github.com/topics/ghostfolio
+
+Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ repository to get listed as well. [Learn more →](https://docs.github.com/en/articles/classifying-your-repository-with-topics)
 
 ## Contributing
 

apps/api/project.json

@@ -33,7 +33,7 @@
       "outputs": ["{options.outputPath}"]
     },
     "serve": {
-      "executor": "@nx/node:node",
+      "executor": "@nx/js:node",
       "options": {
         "buildTarget": "api:build"
       }

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

@@ -1,6 +1,7 @@
 import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { AccountBalanceModule } from '@ghostfolio/api/services/account-balance/account-balance.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
@@ -15,6 +16,7 @@ import { AccountService } from './account.service';
   controllers: [AccountController],
   exports: [AccountService],
   imports: [
+    AccountBalanceModule,
     ConfigurationModule,
     DataProviderModule,
     ExchangeRateDataModule,

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

@@ -1,3 +1,4 @@
+import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { Filter } from '@ghostfolio/common/interfaces';
@@ -11,16 +12,21 @@ import { CashDetails } from './interfaces/cash-details.interface';
 @Injectable()
 export class AccountService {
   public constructor(
+    private readonly accountBalanceService: AccountBalanceService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly prismaService: PrismaService
   ) {}
 
-  public async account(
-    accountWhereUniqueInput: Prisma.AccountWhereUniqueInput
-  ): Promise<Account | null> {
-    return this.prismaService.account.findUnique({
-      where: accountWhereUniqueInput
+  public async account({
+    id_userId
+  }: Prisma.AccountWhereUniqueInput): Promise<Account | null> {
+    const { id, userId } = id_userId;
+
+    const [account] = await this.accounts({
+      where: { id, userId }
     });
+
+    return account;
   }
 
   public async accountWithOrders(
@@ -50,9 +56,11 @@ export class AccountService {
       Platform?: Platform;
     })[]
   > {
-    const { include, skip, take, cursor, where, orderBy } = params;
+    const { include = {}, skip, take, cursor, where, orderBy } = params;
 
-    return this.prismaService.account.findMany({
+    include.balances = { orderBy: { date: 'desc' }, take: 1 };
+
+    const accounts = await this.prismaService.account.findMany({
       cursor,
       include,
       orderBy,
@@ -60,15 +68,36 @@ export class AccountService {
       take,
       where
     });
+
+    return accounts.map((account) => {
+      account = { ...account, balance: account.balances[0]?.value ?? 0 };
+
+      delete account.balances;
+
+      return account;
+    });
   }
 
   public async createAccount(
     data: Prisma.AccountCreateInput,
     aUserId: string
   ): Promise<Account> {
-    return this.prismaService.account.create({
+    const account = await this.prismaService.account.create({
       data
     });
+
+    await this.prismaService.accountBalance.create({
+      data: {
+        Account: {
+          connect: {
+            id_userId: { id: account.id, userId: aUserId }
+          }
+        },
+        value: data.balance
+      }
+    });
+
+    return account;
   }
 
   public async deleteAccount(
@@ -167,6 +196,18 @@ export class AccountService {
     aUserId: string
   ): Promise<Account> {
     const { data, where } = params;
+
+    await this.prismaService.accountBalance.create({
+      data: {
+        Account: {
+          connect: {
+            id_userId: where.id_userId
+          }
+        },
+        value: <number>data.balance
+      }
+    });
+
     return this.prismaService.account.update({
       data,
       where
@@ -202,16 +243,17 @@ export class AccountService {
       );
 
     if (amountInCurrencyOfAccount) {
-      await this.prismaService.account.update({
-        data: {
-          balance: new Big(balance).plus(amountInCurrencyOfAccount).toNumber()
-        },
-        where: {
+      await this.accountBalanceService.createAccountBalance({
+        date,
+        Account: {
+          connect: {
             id_userId: {
               userId,
               id: accountId
             }
           }
+        },
+        value: new Big(balance).plus(amountInCurrencyOfAccount).toNumber()
       });
     }
   }

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

@@ -7,6 +7,7 @@ import {
   GATHER_ASSET_PROFILE_PROCESS,
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
+import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
 import {
   AdminData,
   AdminMarketData,
@@ -15,7 +16,10 @@ import {
   Filter
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type {
+  MarketDataPreset,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 import {
   Body,
   Controller,
@@ -34,7 +38,7 @@ import {
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { DataSource, MarketData, Prisma, SymbolProfile } from '@prisma/client';
-import { isDate } from 'date-fns';
+import { isDate, parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AdminService } from './admin.service';
@@ -113,7 +117,7 @@ export class AdminController {
           name: GATHER_ASSET_PROFILE_PROCESS,
           opts: {
             ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
-            jobId: `${dataSource}-${symbol}`
+            jobId: getAssetProfileIdentifier({ dataSource, symbol })
           }
         };
       })
@@ -149,7 +153,7 @@ export class AdminController {
           name: GATHER_ASSET_PROFILE_PROCESS,
           opts: {
             ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
-            jobId: `${dataSource}-${symbol}`
+            jobId: getAssetProfileIdentifier({ dataSource, symbol })
           }
         };
       })
@@ -182,7 +186,7 @@ export class AdminController {
       name: GATHER_ASSET_PROFILE_PROCESS,
       opts: {
         ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
-        jobId: `${dataSource}-${symbol}`
+        jobId: getAssetProfileIdentifier({ dataSource, symbol })
       }
     });
   }
@@ -229,7 +233,7 @@ export class AdminController {
       );
     }
 
-    const date = new Date(dateString);
+    const date = parseISO(dateString);
 
     if (!isDate(date)) {
       throw new HttpException(
@@ -249,6 +253,7 @@ export class AdminController {
   @UseGuards(AuthGuard('jwt'))
   public async getMarketData(
     @Query('assetSubClasses') filterByAssetSubClasses?: string,
+    @Query('presetId') presetId?: MarketDataPreset,
     @Query('skip') skip?: number,
     @Query('sortColumn') sortColumn?: string,
     @Query('sortDirection') sortDirection?: Prisma.SortOrder,
@@ -279,6 +284,7 @@ export class AdminController {
 
     return this.adminService.getMarketData({
       filters,
+      presetId,
       sortColumn,
       sortDirection,
       skip: isNaN(skip) ? undefined : skip,
@@ -327,7 +333,7 @@ export class AdminController {
       );
     }
 
-    const date = new Date(dateString);
+    const date = parseISO(dateString);
 
     return this.marketDataService.updateMarketData({
       data: { marketPrice: data.marketPrice, state: 'CLOSE' },

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

@@ -6,17 +6,16 @@ import { MarketDataService } from '@ghostfolio/api/services/market-data/market-d
 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 {
-  DEFAULT_PAGE_SIZE,
-  PROPERTY_CURRENCIES
-} from '@ghostfolio/common/config';
+import { PROPERTY_CURRENCIES } from '@ghostfolio/common/config';
 import {
   AdminData,
   AdminMarketData,
   AdminMarketDataDetails,
+  AdminMarketDataItem,
   Filter,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
+import { MarketDataPreset } from '@ghostfolio/common/types';
 import { BadRequestException, Injectable } from '@nestjs/common';
 import { AssetSubClass, Prisma, Property, SymbolProfile } from '@prisma/client';
 import { differenceInDays } from 'date-fns';
@@ -103,12 +102,14 @@ export class AdminService {
 
   public async getMarketData({
     filters,
+    presetId,
     sortColumn,
     sortDirection,
     skip,
-    take = DEFAULT_PAGE_SIZE
+    take = Number.MAX_SAFE_INTEGER
   }: {
     filters?: Filter[];
+    presetId?: MarketDataPreset;
     skip?: number;
     sortColumn?: string;
     sortDirection?: Prisma.SortOrder;
@@ -118,6 +119,15 @@ export class AdminService {
       [{ symbol: 'asc' }];
     const where: Prisma.SymbolProfileWhereInput = {};
 
+    if (presetId === 'CURRENCIES') {
+      return this.getMarketDataForCurrencies();
+    } else if (
+      presetId === 'ETF_WITHOUT_COUNTRIES' ||
+      presetId === 'ETF_WITHOUT_SECTORS'
+    ) {
+      filters = [{ id: 'ETF', type: 'ASSET_SUB_CLASS' }];
+    }
+
     const { ASSET_SUB_CLASS: filtersByAssetSubClass } = groupBy(
       filters,
       (filter) => {
@@ -146,7 +156,7 @@ export class AdminService {
       }
     }
 
-    const [assetProfiles, count] = await Promise.all([
+    let [assetProfiles, count] = await Promise.all([
       this.prismaService.symbolProfile.findMany({
         orderBy,
         skip,
@@ -174,9 +184,7 @@ export class AdminService {
       this.prismaService.symbolProfile.count({ where })
     ]);
 
-    return {
-      count,
-      marketData: assetProfiles.map(
+    let marketData = assetProfiles.map(
       ({
         _count,
         assetClass,
@@ -211,7 +219,25 @@ export class AdminService {
           date: Order?.[0]?.date
         };
       }
-      )
+    );
+
+    if (presetId) {
+      if (presetId === 'ETF_WITHOUT_COUNTRIES') {
+        marketData = marketData.filter(({ countriesCount }) => {
+          return countriesCount === 0;
+        });
+      } else if (presetId === 'ETF_WITHOUT_SECTORS') {
+        marketData = marketData.filter(({ sectorsCount }) => {
+          return sectorsCount === 0;
+        });
+      }
+
+      count = marketData.length;
+    }
+
+    return {
+      count,
+      marketData
     };
   }
 
@@ -287,6 +313,36 @@ export class AdminService {
     return response;
   }
 
+  private async getMarketDataForCurrencies(): Promise<AdminMarketData> {
+    const marketDataItems = await this.prismaService.marketData.groupBy({
+      _count: true,
+      by: ['dataSource', 'symbol']
+    });
+
+    const marketData: AdminMarketDataItem[] = this.exchangeRateDataService
+      .getCurrencyPairs()
+      .map(({ dataSource, symbol }) => {
+        const marketDataItemCount =
+          marketDataItems.find((marketDataItem) => {
+            return (
+              marketDataItem.dataSource === dataSource &&
+              marketDataItem.symbol === symbol
+            );
+          })?._count ?? 0;
+
+        return {
+          dataSource,
+          marketDataItemCount,
+          symbol,
+          assetClass: 'CASH',
+          countriesCount: 0,
+          sectorsCount: 0
+        };
+      });
+
+    return { marketData, count: marketData.length };
+  }
+
   private async getUsersWithAnalytics(): Promise<AdminData['users']> {
     let orderBy: any = {
       createdAt: 'desc'

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

@@ -7,11 +7,16 @@ import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { TwitterBotModule } from '@ghostfolio/api/services/twitter-bot/twitter-bot.module';
+import {
+  DEFAULT_LANGUAGE_CODE,
+  SUPPORTED_LANGUAGE_CODES
+} from '@ghostfolio/common/config';
 import { BullModule } from '@nestjs/bull';
-import { MiddlewareConsumer, Module, RequestMethod } from '@nestjs/common';
+import { Module } from '@nestjs/common';
 import { ConfigModule } from '@nestjs/config';
 import { ScheduleModule } from '@nestjs/schedule';
 import { ServeStaticModule } from '@nestjs/serve-static';
+import { StatusCodes } from 'http-status-codes';
 
 import { AccessModule } from './access/access.module';
 import { AccountModule } from './account/account.module';
@@ -23,7 +28,6 @@ import { BenchmarkModule } from './benchmark/benchmark.module';
 import { CacheModule } from './cache/cache.module';
 import { ExchangeRateModule } from './exchange-rate/exchange-rate.module';
 import { ExportModule } from './export/export.module';
-import { FrontendMiddleware } from './frontend.middleware';
 import { HealthModule } from './health/health.module';
 import { ImportModule } from './import/import.module';
 import { InfoModule } from './info/info.module';
@@ -32,6 +36,7 @@ import { OrderModule } from './order/order.module';
 import { PlatformModule } from './platform/platform.module';
 import { PortfolioModule } from './portfolio/portfolio.module';
 import { RedisCacheModule } from './redis-cache/redis-cache.module';
+import { SitemapModule } from './sitemap/sitemap.module';
 import { SubscriptionModule } from './subscription/subscription.module';
 import { SymbolModule } from './symbol/symbol.module';
 import { UserModule } from './user/user.module';
@@ -70,19 +75,30 @@ import { UserModule } from './user/user.module';
     RedisCacheModule,
     ScheduleModule.forRoot(),
     ServeStaticModule.forRoot({
-      serveStaticOptions: {
-        /*etag: false // Disable etag header to fix PWA
-        setHeaders: (res, path) => {
-          if (path.includes('ngsw.json')) {
-            // Disable cache (https://stackoverflow.com/questions/22632593/how-to-disable-webpage-caching-in-expressjs-nodejs/39775595)
-            // https://gertjans.home.xs4all.nl/javascript/cache-control.html#no-cache
-            res.set('Cache-Control', 'no-cache, no-store, must-revalidate');
-          }
-        }*/
-      },
+      exclude: ['/api*', '/sitemap.xml'],
       rootPath: join(__dirname, '..', 'client'),
-      exclude: ['/api*']
+      serveStaticOptions: {
+        setHeaders: (res) => {
+          if (res.req?.path === '/') {
+            let languageCode = DEFAULT_LANGUAGE_CODE;
+
+            try {
+              const code = res.req.headers['accept-language']
+                .split(',')[0]
+                .split('-')[0];
+
+              if (SUPPORTED_LANGUAGE_CODES.includes(code)) {
+                languageCode = code;
+              }
+            } catch {}
+
+            res.set('Location', `/${languageCode}`);
+            res.statusCode = StatusCodes.MOVED_PERMANENTLY;
+          }
+        }
+      }
     }),
+    SitemapModule,
     SubscriptionModule,
     SymbolModule,
     TwitterBotModule,
@@ -91,10 +107,4 @@ import { UserModule } from './user/user.module';
   controllers: [AppController],
   providers: [CronService]
 })
-export class AppModule {
-  configure(consumer: MiddlewareConsumer) {
-    consumer
-      .apply(FrontendMiddleware)
-      .forRoutes({ path: '*', method: RequestMethod.ALL });
-  }
-}
+export class AppModule {}

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

@@ -66,11 +66,11 @@ export class BenchmarkService {
 
     const promises: Promise<number>[] = [];
 
-    const quotes = await this.dataProviderService.getQuotes(
-      benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
+    const quotes = await this.dataProviderService.getQuotes({
+      items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
         return { dataSource, symbol };
       })
-    );
+    });
 
     for (const { dataSource, symbol } of benchmarkAssetProfiles) {
       promises.push(this.marketDataService.getMax({ dataSource, symbol }));

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

@@ -10,6 +10,7 @@ import { AuthGuard } from '@nestjs/passport';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { ExchangeRateService } from './exchange-rate.service';
+import { parseISO } from 'date-fns';
 
 @Controller('exchange-rate')
 export class ExchangeRateController {
@@ -23,7 +24,7 @@ export class ExchangeRateController {
     @Param('dateString') dateString: string,
     @Param('symbol') symbol: string
   ): Promise<IDataProviderHistoricalResponse> {
-    const date = new Date(dateString);
+    const date = parseISO(dateString);
 
     const exchangeRate = await this.exchangeRateService.getExchangeRate({
       date,

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

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

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

@@ -1,11 +1,15 @@
+import { AccountService } from '@ghostfolio/api/app/account/account.service';
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { environment } from '@ghostfolio/api/environments/environment';
-import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { Export } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 
 @Injectable()
 export class ExportService {
-  public constructor(private readonly prismaService: PrismaService) {}
+  public constructor(
+    private readonly accountService: AccountService,
+    private readonly orderService: OrderService
+  ) {}
 
   public async export({
     activityIds,
@@ -14,36 +18,40 @@ export class ExportService {
     activityIds?: string[];
     userId: string;
   }): Promise<Export> {
-    const accounts = await this.prismaService.account.findMany({
+    const accounts = (
+      await this.accountService.accounts({
         orderBy: {
           name: 'asc'
         },
-      select: {
-        accountType: true,
-        balance: true,
-        comment: true,
-        currency: true,
-        id: true,
-        isExcluded: true,
-        name: true,
-        platformId: true
-      },
         where: { userId }
-    });
+      })
+    ).map(
+      ({
+        accountType,
+        balance,
+        comment,
+        currency,
+        id,
+        isExcluded,
+        name,
+        platformId
+      }) => {
+        return {
+          accountType,
+          balance,
+          comment,
+          currency,
+          id,
+          isExcluded,
+          name,
+          platformId
+        };
+      }
+    );
 
-    let activities = await this.prismaService.order.findMany({
+    let activities = await this.orderService.orders({
+      include: { SymbolProfile: true },
       orderBy: { date: 'desc' },
-      select: {
-        accountId: true,
-        comment: true,
-        date: true,
-        fee: true,
-        id: true,
-        quantity: true,
-        SymbolProfile: true,
-        type: true,
-        unitPrice: true
-      },
       where: { userId }
     });
 

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

@@ -1,237 +0,0 @@
-import * as fs from 'fs';
-import * as path from 'path';
-
-import { environment } from '@ghostfolio/api/environments/environment';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
-import { DATE_FORMAT } from '@ghostfolio/common/helper';
-import { Injectable, NestMiddleware } from '@nestjs/common';
-import { format } from 'date-fns';
-import { NextFunction, Request, Response } from 'express';
-
-@Injectable()
-export class FrontendMiddleware implements NestMiddleware {
-  public indexHtmlDe = '';
-  public indexHtmlEn = '';
-  public indexHtmlEs = '';
-  public indexHtmlFr = '';
-  public indexHtmlIt = '';
-  public indexHtmlNl = '';
-  public indexHtmlPt = '';
-
-  private static readonly DEFAULT_DESCRIPTION =
-    'Ghostfolio is a personal finance dashboard to keep track of your assets like stocks, ETFs or cryptocurrencies across multiple platforms.';
-
-  public constructor(
-    private readonly configurationService: ConfigurationService
-  ) {
-    try {
-      this.indexHtmlDe = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('de'),
-        'utf8'
-      );
-      this.indexHtmlEn = fs.readFileSync(
-        this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
-        'utf8'
-      );
-      this.indexHtmlEs = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('es'),
-        'utf8'
-      );
-      this.indexHtmlFr = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('fr'),
-        'utf8'
-      );
-      this.indexHtmlIt = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('it'),
-        'utf8'
-      );
-      this.indexHtmlNl = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('nl'),
-        'utf8'
-      );
-      this.indexHtmlPt = fs.readFileSync(
-        this.getPathOfIndexHtmlFile('pt'),
-        'utf8'
-      );
-    } catch {}
-  }
-
-  public use(request: Request, response: Response, next: NextFunction) {
-    const currentDate = format(new Date(), DATE_FORMAT);
-    let featureGraphicPath = 'assets/cover.png';
-    let title = 'Ghostfolio – Open Source Wealth Management Software';
-
-    if (request.path.startsWith('/en/blog/2022/08/500-stars-on-github')) {
-      featureGraphicPath = 'assets/images/blog/500-stars-on-github.jpg';
-      title = `500 Stars - ${title}`;
-    } else if (request.path.startsWith('/en/blog/2022/10/hacktoberfest-2022')) {
-      featureGraphicPath = 'assets/images/blog/hacktoberfest-2022.png';
-      title = `Hacktoberfest 2022 - ${title}`;
-    } else if (request.path.startsWith('/en/blog/2022/11/black-friday-2022')) {
-      featureGraphicPath = 'assets/images/blog/black-friday-2022.jpg';
-      title = `Black Friday 2022 - ${title}`;
-    } else if (
-      request.path.startsWith(
-        '/en/blog/2022/12/the-importance-of-tracking-your-personal-finances'
-      )
-    ) {
-      featureGraphicPath = 'assets/images/blog/20221226.jpg';
-      title = `The importance of tracking your personal finances - ${title}`;
-    } else if (
-      request.path.startsWith(
-        '/de/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt'
-      )
-    ) {
-      featureGraphicPath = 'assets/images/blog/ghostfolio-x-sackgeld.png';
-      title = `Ghostfolio auf Sackgeld.com vorgestellt - ${title}`;
-    } else if (
-      request.path.startsWith('/en/blog/2023/02/ghostfolio-meets-umbrel')
-    ) {
-      featureGraphicPath = 'assets/images/blog/ghostfolio-x-umbrel.png';
-      title = `Ghostfolio meets Umbrel - ${title}`;
-    } else if (
-      request.path.startsWith(
-        '/en/blog/2023/03/ghostfolio-reaches-1000-stars-on-github'
-      )
-    ) {
-      featureGraphicPath = 'assets/images/blog/1000-stars-on-github.jpg';
-      title = `Ghostfolio reaches 1’000 Stars on GitHub - ${title}`;
-    } else if (
-      request.path.startsWith(
-        '/en/blog/2023/05/unlock-your-financial-potential-with-ghostfolio'
-      )
-    ) {
-      featureGraphicPath = 'assets/images/blog/20230520.jpg';
-      title = `Unlock your Financial Potential with Ghostfolio - ${title}`;
-    } else if (
-      request.path.startsWith('/en/blog/2023/07/exploring-the-path-to-fire')
-    ) {
-      featureGraphicPath = 'assets/images/blog/20230701.jpg';
-      title = `Exploring the Path to FIRE - ${title}`;
-    }
-
-    if (
-      request.path.startsWith('/api/') ||
-      this.isFileRequest(request.url) ||
-      !environment.production
-    ) {
-      // Skip
-      next();
-    } else if (request.path === '/de' || request.path.startsWith('/de/')) {
-      response.send(
-        this.interpolate(this.indexHtmlDe, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          description:
-            'Mit dem Finanz-Dashboard Ghostfolio können Sie Ihr Vermögen in Form von Aktien, ETFs oder Kryptowährungen verteilt über mehrere Finanzinstitute überwachen.',
-          languageCode: 'de',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else if (request.path === '/es' || request.path.startsWith('/es/')) {
-      response.send(
-        this.interpolate(this.indexHtmlEs, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          description:
-            'Ghostfolio es un dashboard de finanzas personales para hacer un seguimiento de tus activos como acciones, ETFs o criptodivisas a través de múltiples plataformas.',
-          languageCode: 'es',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else if (request.path === '/fr' || request.path.startsWith('/fr/')) {
-      response.send(
-        this.interpolate(this.indexHtmlFr, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          description:
-            'Ghostfolio est un dashboard de finances personnelles qui permet de suivre vos actifs comme les actions, les ETF ou les crypto-monnaies sur plusieurs plateformes.',
-          languageCode: 'fr',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else if (request.path === '/it' || request.path.startsWith('/it/')) {
-      response.send(
-        this.interpolate(this.indexHtmlIt, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          description:
-            'Ghostfolio è un dashboard di finanza personale per tenere traccia delle vostre attività come azioni, ETF o criptovalute su più piattaforme.',
-          languageCode: 'it',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else if (request.path === '/nl' || request.path.startsWith('/nl/')) {
-      response.send(
-        this.interpolate(this.indexHtmlNl, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          description:
-            'Ghostfolio is een persoonlijk financieel dashboard om uw activa zoals aandelen, ETF’s of cryptocurrencies over meerdere platforms bij te houden.',
-          languageCode: 'nl',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else if (request.path === '/pt' || request.path.startsWith('/pt/')) {
-      response.send(
-        this.interpolate(this.indexHtmlPt, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          description:
-            'Ghostfolio é um dashboard de finanças pessoais para acompanhar os seus activos como acções, ETFs ou criptomoedas em múltiplas plataformas.',
-          languageCode: 'pt',
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    } else {
-      response.send(
-        this.interpolate(this.indexHtmlEn, {
-          currentDate,
-          featureGraphicPath,
-          title,
-          description: FrontendMiddleware.DEFAULT_DESCRIPTION,
-          languageCode: DEFAULT_LANGUAGE_CODE,
-          path: request.path,
-          rootUrl: this.configurationService.get('ROOT_URL')
-        })
-      );
-    }
-  }
-
-  private getPathOfIndexHtmlFile(aLocale: string) {
-    return path.join(__dirname, '..', 'client', aLocale, 'index.html');
-  }
-
-  private interpolate(template: string, context: any) {
-    return template.replace(/[$]{([^}]+)}/g, (_, objectPath) => {
-      const properties = objectPath.split('.');
-      return properties.reduce(
-        (previous, current) => previous?.[current],
-        context
-      );
-    });
-  }
-
-  private isFileRequest(filename: string) {
-    if (filename === '/assets/LICENSE') {
-      return true;
-    } else if (filename.includes('auth/ey')) {
-      return false;
-    }
-
-    return filename.split('.').pop() !== filename;
-  }
-}

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

@@ -8,10 +8,15 @@ import {
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
-import { parseDate } from '@ghostfolio/common/helper';
+import {
+  DATE_FORMAT,
+  getAssetProfileIdentifier,
+  parseDate
+} from '@ghostfolio/common/helper';
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import {
   AccountWithPlatform,
@@ -20,13 +25,15 @@ import {
 import { Injectable } from '@nestjs/common';
 import { DataSource, Prisma, SymbolProfile } from '@prisma/client';
 import Big from 'big.js';
-import { endOfToday, isAfter, isSameDay, parseISO } from 'date-fns';
+import { endOfToday, format, isAfter, isSameDay, parseISO } from 'date-fns';
+import { uniqBy } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
 
 @Injectable()
 export class ImportService {
   public constructor(
     private readonly accountService: AccountService,
+    private readonly dataGatheringService: DataGatheringService,
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly orderService: OrderService,
@@ -220,8 +227,7 @@ export class ImportService {
 
     const assetProfiles = await this.validateActivities({
       activitiesDto,
-      maxActivitiesToImport,
-      userId
+      maxActivitiesToImport
     });
 
     const activitiesExtendedWithErrors = await this.extendActivitiesWithErrors({
@@ -243,17 +249,47 @@ export class ImportService {
 
     const activities: Activity[] = [];
 
-    for (const {
+    for (let [
+      index,
+      {
         accountId,
         comment,
         date,
         error,
         fee,
         quantity,
-      SymbolProfile: assetProfile,
+        SymbolProfile,
         type,
         unitPrice
-    } of activitiesExtendedWithErrors) {
+      }
+    ] of activitiesExtendedWithErrors.entries()) {
+      const assetProfile = assetProfiles[
+        getAssetProfileIdentifier({
+          dataSource: SymbolProfile.dataSource,
+          symbol: SymbolProfile.symbol
+        })
+      ] ?? {
+        currency: SymbolProfile.currency,
+        dataSource: SymbolProfile.dataSource,
+        symbol: SymbolProfile.symbol
+      };
+      const {
+        assetClass,
+        assetSubClass,
+        countries,
+        createdAt,
+        currency,
+        dataSource,
+        id,
+        isin,
+        name,
+        scraperConfiguration,
+        sectors,
+        symbol,
+        symbolMapping,
+        url,
+        updatedAt
+      } = assetProfile;
       const validatedAccount = accounts.find(({ id }) => {
         return id === accountId;
       });
@@ -264,6 +300,35 @@ export class ImportService {
             Account?: { id: string; name: string };
           });
 
+      if (SymbolProfile.currency !== assetProfile.currency) {
+        // Convert the unit price and fee to the asset currency if the imported
+        // activity is in a different currency
+        unitPrice = await this.exchangeRateDataService.toCurrencyAtDate(
+          unitPrice,
+          SymbolProfile.currency,
+          assetProfile.currency,
+          date
+        );
+
+        if (!unitPrice) {
+          throw new Error(
+            `activities.${index} historical exchange rate at ${format(
+              date,
+              DATE_FORMAT
+            )} is not available from "${SymbolProfile.currency}" to "${
+              assetProfile.currency
+            }"`
+          );
+        }
+
+        fee = await this.exchangeRateDataService.toCurrencyAtDate(
+          fee,
+          SymbolProfile.currency,
+          assetProfile.currency,
+          date
+        );
+      }
+
       if (isDryRun) {
         order = {
           comment,
@@ -279,23 +344,22 @@ export class ImportService {
           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]
+            assetClass,
+            assetSubClass,
+            countries,
+            createdAt,
+            currency,
+            dataSource,
+            id,
+            isin,
+            name,
+            scraperConfiguration,
+            sectors,
+            symbol,
+            symbolMapping,
+            updatedAt,
+            url,
+            comment: assetProfile.comment
           },
           Account: validatedAccount,
           symbolProfileId: undefined,
@@ -318,14 +382,14 @@ export class ImportService {
           SymbolProfile: {
             connectOrCreate: {
               create: {
-                currency: assetProfile.currency,
-                dataSource: assetProfile.dataSource,
-                symbol: assetProfile.symbol
+                currency,
+                dataSource,
+                symbol
               },
               where: {
                 dataSource_symbol: {
-                  dataSource: assetProfile.dataSource,
-                  symbol: assetProfile.symbol
+                  dataSource,
+                  symbol
                 }
               }
             }
@@ -337,24 +401,49 @@ export class ImportService {
 
       const value = new Big(quantity).mul(unitPrice).toNumber();
 
-      //@ts-ignore
       activities.push({
         ...order,
         error,
         value,
         feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
           fee,
-          assetProfile.currency,
+          currency,
           userCurrency
         ),
+        //@ts-ignore
+        SymbolProfile: assetProfile,
         valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
           value,
-          assetProfile.currency,
+          currency,
           userCurrency
         )
       });
     }
 
+    activities.sort((activity1, activity2) => {
+      return Number(activity1.date) - Number(activity2.date);
+    });
+
+    if (!isDryRun) {
+      // Gather symbol data in the background, if not dry run
+      const uniqueActivities = uniqBy(activities, ({ SymbolProfile }) => {
+        return getAssetProfileIdentifier({
+          dataSource: SymbolProfile.dataSource,
+          symbol: SymbolProfile.symbol
+        });
+      });
+
+      this.dataGatheringService.gatherSymbols(
+        uniqueActivities.map(({ date, SymbolProfile }) => {
+          return {
+            date,
+            dataSource: SymbolProfile.dataSource,
+            symbol: SymbolProfile.symbol
+          };
+        })
+      );
+    }
+
     return activities;
   }
 
@@ -446,25 +535,30 @@ export class ImportService {
 
   private async validateActivities({
     activitiesDto,
-    maxActivitiesToImport,
-    userId
+    maxActivitiesToImport
   }: {
     activitiesDto: Partial<CreateOrderDto>[];
     maxActivitiesToImport: number;
-    userId: string;
   }) {
     if (activitiesDto?.length > maxActivitiesToImport) {
       throw new Error(`Too many activities (${maxActivitiesToImport} at most)`);
     }
 
     const assetProfiles: {
-      [symbol: string]: Partial<SymbolProfile>;
+      [assetProfileIdentifier: string]: Partial<SymbolProfile>;
     } = {};
 
+    const uniqueActivitiesDto = uniqBy(
+      activitiesDto,
+      ({ dataSource, symbol }) => {
+        return getAssetProfileIdentifier({ dataSource, symbol });
+      }
+    );
+
     for (const [
       index,
       { currency, dataSource, symbol }
-    ] of activitiesDto.entries()) {
+    ] of uniqueActivitiesDto.entries()) {
       if (dataSource !== 'MANUAL') {
         const assetProfile = (
           await this.dataProviderService.getAssetProfiles([
@@ -472,19 +566,26 @@ export class ImportService {
           ])
         )?.[symbol];
 
-        if (assetProfile === undefined) {
+        if (!assetProfile) {
           throw new Error(
             `activities.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
           );
         }
 
-        if (assetProfile.currency !== currency) {
+        if (
+          assetProfile.currency !== currency &&
+          !this.exchangeRateDataService.hasCurrencyPair(
+            currency,
+            assetProfile.currency
+          )
+        ) {
           throw new Error(
-            `activities.${index}.currency ("${currency}") does not match with "${assetProfile.currency}"`
+            `activities.${index}.currency ("${currency}") does not match with "${assetProfile.currency}" and no exchange rate is available from "${currency}" to "${assetProfile.currency}"`
           );
         }
 
-        assetProfiles[symbol] = assetProfile;
+        assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] =
+          assetProfile;
       }
     }
 

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

@@ -30,9 +30,9 @@ 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 { format, subDays } from 'date-fns';
+import got from 'got';
 
 @Injectable()
 export class InfoService {
@@ -172,17 +172,13 @@ export class InfoService {
 
   private async countDockerHubPulls(): Promise<number> {
     try {
-      const get = bent(
+      const { pull_count } = await got(
         `https://hub.docker.com/v2/repositories/ghostfolio/ghostfolio`,
-        'GET',
-        'json',
-        200,
         {
-          'User-Agent': 'request'
+          headers: { 'User-Agent': 'request' }
         }
-      );
+      ).json<any>();
 
-      const { pull_count } = await get();
       return pull_count;
     } catch (error) {
       Logger.error(error, 'InfoService');
@@ -193,16 +189,9 @@ export class InfoService {
 
   private async countGitHubContributors(): Promise<number> {
     try {
-      const get = bent(
-        'https://github.com/ghostfolio/ghostfolio',
-        'GET',
-        'string',
-        200,
-        {}
-      );
+      const { body } = await got('https://github.com/ghostfolio/ghostfolio');
 
-      const html = await get();
-      const $ = cheerio.load(html);
+      const $ = cheerio.load(body);
 
       return extractNumberFromString(
         $(
@@ -218,17 +207,13 @@ export class InfoService {
 
   private async countGitHubStargazers(): Promise<number> {
     try {
-      const get = bent(
+      const { stargazers_count } = await got(
         `https://api.github.com/repos/ghostfolio/ghostfolio`,
-        'GET',
-        'json',
-        200,
         {
-          'User-Agent': 'request'
+          headers: { 'User-Agent': 'request' }
         }
-      );
+      ).json<any>();
 
-      const { stargazers_count } = await get();
       return stargazers_count;
     } catch (error) {
       Logger.error(error, 'InfoService');
@@ -346,22 +331,21 @@ export class InfoService {
           PROPERTY_BETTER_UPTIME_MONITOR_ID
         )) as string;
 
-        const get = bent(
+        const { data } = await got(
           `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,
+
           {
+            headers: {
               Authorization: `Bearer ${this.configurationService.get(
                 'BETTER_UPTIME_API_KEY'
               )}`
             }
-        );
+          }
+        ).json<any>();
 
-        const { data } = await get();
         return data.attributes.availability / 100;
       } catch (error) {
         Logger.error(error, 'InfoService');

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

@@ -2,7 +2,7 @@ import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/sy
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import { HttpException, Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
-import * as bent from 'bent';
+import got from 'got';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 @Injectable()
@@ -41,15 +41,11 @@ export class LogoService {
   }
 
   private getBuffer(aUrl: string) {
-    const get = bent(
+    return got(
       `https://t0.gstatic.com/faviconV2?client=SOCIAL&type=FAVICON&fallback_opts=TYPE,SIZE,URL&url=${aUrl}&size=64`,
-      'GET',
-      'buffer',
-      200,
       {
-        'User-Agent': 'request'
+        headers: { 'User-Agent': 'request' }
       }
-    );
-    return get();
+    ).buffer();
   }
 }

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

@@ -2,6 +2,7 @@ import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@@ -36,6 +37,7 @@ import { UpdateOrderDto } from './update-order.dto';
 export class OrderController {
   public constructor(
     private readonly apiService: ApiService,
+    private readonly dataGatheringService: DataGatheringService,
     private readonly impersonationService: ImpersonationService,
     private readonly orderService: OrderService,
     @Inject(REQUEST) private readonly request: RequestWithUser
@@ -123,7 +125,7 @@ export class OrderController {
       );
     }
 
-    return this.orderService.createOrder({
+    const order = await this.orderService.createOrder({
       ...data,
       date: parseISO(data.date),
       SymbolProfile: {
@@ -144,6 +146,19 @@ export class OrderController {
       User: { connect: { id: this.request.user.id } },
       userId: this.request.user.id
     });
+
+    if (!order.isDraft) {
+      // Gather symbol data in the background, if not draft
+      this.dataGatheringService.gatherSymbols([
+        {
+          dataSource: data.dataSource,
+          date: order.date,
+          symbol: data.symbol
+        }
+      ]);
+    }
+
+    return order;
   }
 
   @Put(':id')

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

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

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

@@ -7,6 +7,7 @@ import {
   GATHER_ASSET_PROFILE_PROCESS,
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
+import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
 import { Filter } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
@@ -117,7 +118,7 @@ export class OrderService {
       };
     }
 
-    await this.dataGatheringService.addJobToQueue({
+    this.dataGatheringService.addJobToQueue({
       data: {
         dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
         symbol: data.SymbolProfile.connectOrCreate.create.symbol
@@ -125,26 +126,13 @@ export class OrderService {
       name: GATHER_ASSET_PROFILE_PROCESS,
       opts: {
         ...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
-        jobId: `${data.SymbolProfile.connectOrCreate.create.dataSource}-${data.SymbolProfile.connectOrCreate.create.symbol}`
+        jobId: getAssetProfileIdentifier({
+          dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
+          symbol: data.SymbolProfile.connectOrCreate.create.symbol
+        })
       }
     });
 
-    const isDraft =
-      data.type === 'LIABILITY'
-        ? false
-        : isAfter(data.date as Date, endOfToday());
-
-    if (!isDraft) {
-      // Gather symbol data of order in the background, if not draft
-      this.dataGatheringService.gatherSymbols([
-        {
-          dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
-          date: <Date>data.date,
-          symbol: data.SymbolProfile.connectOrCreate.create.symbol
-        }
-      ]);
-    }
-
     delete data.accountId;
     delete data.assetClass;
     delete data.assetSubClass;
@@ -162,6 +150,11 @@ export class OrderService {
 
     const orderData: Prisma.OrderCreateInput = data;
 
+    const isDraft =
+      data.type === 'LIABILITY'
+        ? false
+        : isAfter(data.date as Date, endOfToday());
+
     const order = await this.prismaService.order.create({
       data: {
         ...orderData,

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

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

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

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

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

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

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

@@ -114,6 +114,7 @@ export class PortfolioCalculator {
           firstBuyDate: oldAccumulatedSymbol.firstBuyDate,
           quantity: newQuantity,
           symbol: order.symbol,
+          tags: order.tags,
           transactionCount: oldAccumulatedSymbol.transactionCount + 1
         };
       } else {
@@ -125,6 +126,7 @@ export class PortfolioCalculator {
           investment: unitPrice.mul(order.quantity).mul(factor),
           quantity: order.quantity.mul(factor),
           symbol: order.symbol,
+          tags: order.tags,
           transactionCount: 1
         };
       }
@@ -492,6 +494,7 @@ export class PortfolioCalculator {
           : null,
         quantity: item.quantity,
         symbol: item.symbol,
+        tags: item.tags,
         transactionCount: item.transactionCount
       });
 

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

@@ -134,7 +134,7 @@ export class PortfolioController {
         portfolioPosition.netPerformance = null;
         portfolioPosition.quantity = null;
         portfolioPosition.valueInPercentage =
-          portfolioPosition.value / totalValue;
+          portfolioPosition.valueInBaseCurrency / totalValue;
       }
 
       for (const [name, { valueInBaseCurrency }] of Object.entries(accounts)) {
@@ -161,10 +161,12 @@ export class PortfolioController {
         'emergencyFund',
         'excludedAccountsAndActivities',
         'fees',
+        'fireWealth',
         'items',
         'liabilities',
         'netWorth',
         'totalBuy',
+        'totalInvestment',
         'totalSell'
       ]);
     }
@@ -177,6 +179,9 @@ export class PortfolioController {
         countries: hasDetails ? portfolioPosition.countries : [],
         currency: hasDetails ? portfolioPosition.currency : undefined,
         markets: hasDetails ? portfolioPosition.markets : undefined,
+        marketsAdvanced: hasDetails
+          ? portfolioPosition.marketsAdvanced
+          : undefined,
         sectors: hasDetails ? portfolioPosition.sectors : []
       };
     }
@@ -445,7 +450,8 @@ export class PortfolioController {
 
     for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
       portfolioPublicDetails.holdings[symbol] = {
-        allocationInPercentage: portfolioPosition.value / totalValue,
+        allocationInPercentage:
+          portfolioPosition.valueInBaseCurrency / totalValue,
         countries: hasDetails ? portfolioPosition.countries : [],
         currency: hasDetails ? portfolioPosition.currency : undefined,
         dataSource: portfolioPosition.dataSource,
@@ -456,7 +462,7 @@ export class PortfolioController {
         sectors: hasDetails ? portfolioPosition.sectors : [],
         symbol: portfolioPosition.symbol,
         url: portfolioPosition.url,
-        valueInPercentage: portfolioPosition.value / totalValue
+        valueInPercentage: portfolioPosition.valueInBaseCurrency / totalValue
       };
     }
 

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

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

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

@@ -42,7 +42,6 @@ import type {
   AccountWithValue,
   DateRange,
   GroupBy,
-  Market,
   OrderWithAccount,
   RequestWithUser,
   UserWithSettings
@@ -84,8 +83,10 @@ import {
 import { PortfolioCalculator } from './portfolio-calculator';
 import { RulesService } from './rules.service';
 
+const asiaPacificMarkets = require('../../assets/countries/asia-pacific-markets.json');
 const developedMarkets = require('../../assets/countries/developed-markets.json');
 const emergingMarkets = require('../../assets/countries/emerging-markets.json');
+const europeMarkets = require('../../assets/countries/europe-markets.json');
 
 @Injectable()
 export class PortfolioService {
@@ -504,15 +505,17 @@ export class PortfolioService {
       );
     }
 
-    const dataGatheringItems = currentPositions.positions.map((position) => {
+    const dataGatheringItems = currentPositions.positions.map(
+      ({ dataSource, symbol }) => {
         return {
-        dataSource: position.dataSource,
-        symbol: position.symbol
+          dataSource,
+          symbol
         };
-    });
+      }
+    );
 
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
-      this.dataProviderService.getQuotes(dataGatheringItems),
+      this.dataProviderService.getQuotes({ items: dataGatheringItems }),
       this.symbolProfileService.getSymbolProfiles(dataGatheringItems)
     ]);
 
@@ -536,12 +539,23 @@ export class PortfolioService {
       const symbolProfile = symbolProfileMap[item.symbol];
       const dataProviderResponse = dataProviderResponses[item.symbol];
 
-      const markets: { [key in Market]: number } = {
+      const markets: PortfolioPosition['markets'] = {
+        [UNKNOWN_KEY]: 0,
         developedMarkets: 0,
         emergingMarkets: 0,
         otherMarkets: 0
       };
+      const marketsAdvanced: PortfolioPosition['marketsAdvanced'] = {
+        [UNKNOWN_KEY]: 0,
+        asiaPacific: 0,
+        emergingMarkets: 0,
+        europe: 0,
+        japan: 0,
+        northAmerica: 0,
+        otherMarkets: 0
+      };
 
+      if (symbolProfile.countries.length > 0) {
         for (const country of symbolProfile.countries) {
           if (developedMarkets.includes(country.code)) {
             markets.developedMarkets = new Big(markets.developedMarkets)
@@ -556,10 +570,48 @@ export class PortfolioService {
               .plus(country.weight)
               .toNumber();
           }
+
+          if (country.code === 'JP') {
+            marketsAdvanced.japan = new Big(marketsAdvanced.japan)
+              .plus(country.weight)
+              .toNumber();
+          } else if (country.code === 'CA' || country.code === 'US') {
+            marketsAdvanced.northAmerica = new Big(marketsAdvanced.northAmerica)
+              .plus(country.weight)
+              .toNumber();
+          } else if (asiaPacificMarkets.includes(country.code)) {
+            marketsAdvanced.asiaPacific = new Big(marketsAdvanced.asiaPacific)
+              .plus(country.weight)
+              .toNumber();
+          } else if (emergingMarkets.includes(country.code)) {
+            marketsAdvanced.emergingMarkets = new Big(
+              marketsAdvanced.emergingMarkets
+            )
+              .plus(country.weight)
+              .toNumber();
+          } else if (europeMarkets.includes(country.code)) {
+            marketsAdvanced.europe = new Big(marketsAdvanced.europe)
+              .plus(country.weight)
+              .toNumber();
+          } else {
+            marketsAdvanced.otherMarkets = new Big(marketsAdvanced.otherMarkets)
+              .plus(country.weight)
+              .toNumber();
+          }
+        }
+      } else {
+        markets[UNKNOWN_KEY] = new Big(markets[UNKNOWN_KEY])
+          .plus(value)
+          .toNumber();
+
+        marketsAdvanced[UNKNOWN_KEY] = new Big(marketsAdvanced[UNKNOWN_KEY])
+          .plus(value)
+          .toNumber();
       }
 
       holdings[item.symbol] = {
         markets,
+        marketsAdvanced,
         allocationInPercentage: filteredValueInBaseCurrency.eq(0)
           ? 0
           : value.div(filteredValueInBaseCurrency).toNumber(),
@@ -581,9 +633,10 @@ export class PortfolioService {
         quantity: item.quantity.toNumber(),
         sectors: symbolProfile.sectors,
         symbol: item.symbol,
+        tags: item.tags,
         transactionCount: item.transactionCount,
         url: symbolProfile.url,
-        value: value.toNumber()
+        valueInBaseCurrency: value.toNumber()
       };
     }
 
@@ -626,7 +679,7 @@ export class PortfolioService {
       const emergencyFundInCash = emergencyFund
         .minus(
           this.getEmergencyFundPositionsValueInBaseCurrency({
-            activities: orders
+            holdings
           })
         )
         .toNumber();
@@ -643,7 +696,7 @@ export class PortfolioService {
       holdings[userCurrency] = {
         ...emergencyFundCashPositions[userCurrency],
         investment: emergencyFundInCash,
-        value: emergencyFundInCash
+        valueInBaseCurrency: emergencyFundInCash
       };
     }
 
@@ -654,7 +707,7 @@ export class PortfolioService {
       balanceInBaseCurrency: cashDetails.balanceInBaseCurrency,
       emergencyFundPositionsValueInBaseCurrency:
         this.getEmergencyFundPositionsValueInBaseCurrency({
-          activities: orders
+          holdings
         })
     });
 
@@ -740,6 +793,7 @@ export class PortfolioService {
         name: order.SymbolProfile?.name,
         quantity: new Big(order.quantity),
         symbol: order.SymbolProfile.symbol,
+        tags: order.tags,
         type: order.type,
         unitPrice: new Big(order.unitPrice)
       }));
@@ -897,9 +951,9 @@ export class PortfolioService {
         )
       };
     } else {
-      const currentData = await this.dataProviderService.getQuotes([
-        { dataSource: DataSource.YAHOO, symbol: aSymbol }
-      ]);
+      const currentData = await this.dataProviderService.getQuotes({
+        items: [{ dataSource: DataSource.YAHOO, symbol: aSymbol }]
+      });
       const marketPrice = currentData[aSymbol]?.marketPrice;
 
       let historicalData = await this.dataProviderService.getHistorical(
@@ -1000,15 +1054,15 @@ export class PortfolioService {
       (item) => !item.quantity.eq(0)
     );
 
-    const dataGatheringItem = positions.map((position) => {
+    const dataGatheringItems = positions.map(({ dataSource, symbol }) => {
       return {
-        dataSource: position.dataSource,
-        symbol: position.symbol
+        dataSource,
+        symbol
       };
     });
 
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
-      this.dataProviderService.getQuotes(dataGatheringItem),
+      this.dataProviderService.getQuotes({ items: dataGatheringItems }),
       this.symbolProfileService.getSymbolProfiles(
         positions.map(({ dataSource, symbol }) => {
           return { dataSource, symbol };
@@ -1276,7 +1330,7 @@ export class PortfolioService {
 
       if (cashPositions[account.currency]) {
         cashPositions[account.currency].investment += convertedBalance;
-        cashPositions[account.currency].value += convertedBalance;
+        cashPositions[account.currency].valueInBaseCurrency += convertedBalance;
       } else {
         cashPositions[account.currency] = this.getInitialCashPosition({
           balance: convertedBalance,
@@ -1288,7 +1342,9 @@ export class PortfolioService {
     for (const symbol of Object.keys(cashPositions)) {
       // Calculate allocations for each currency
       cashPositions[symbol].allocationInPercentage = value.gt(0)
-        ? new Big(cashPositions[symbol].value).div(value).toNumber()
+        ? new Big(cashPositions[symbol].valueInBaseCurrency)
+            .div(value)
+            .toNumber()
         : 0;
     }
 
@@ -1388,13 +1444,13 @@ export class PortfolioService {
   }
 
   private getEmergencyFundPositionsValueInBaseCurrency({
-    activities
+    holdings
   }: {
-    activities: Activity[];
+    holdings: PortfolioDetails['holdings'];
   }) {
-    const emergencyFundOrders = activities.filter((activity) => {
+    const emergencyFundHoldings = Object.values(holdings).filter(({ tags }) => {
       return (
-        activity.tags?.some(({ id }) => {
+        tags?.some(({ id }) => {
           return id === EMERGENCY_FUND_TAG_ID;
         }) ?? false
       );
@@ -1402,18 +1458,9 @@ export class PortfolioService {
 
     let valueInBaseCurrencyOfEmergencyFundPositions = new Big(0);
 
-    for (const order of emergencyFundOrders) {
-      if (order.type === 'BUY') {
+    for (const { valueInBaseCurrency } of emergencyFundHoldings) {
       valueInBaseCurrencyOfEmergencyFundPositions =
-          valueInBaseCurrencyOfEmergencyFundPositions.plus(
-            order.valueInBaseCurrency
-          );
-      } else if (order.type === 'SELL') {
-        valueInBaseCurrencyOfEmergencyFundPositions =
-          valueInBaseCurrencyOfEmergencyFundPositions.minus(
-            order.valueInBaseCurrency
-          );
-      }
+        valueInBaseCurrencyOfEmergencyFundPositions.plus(valueInBaseCurrency);
     }
 
     return valueInBaseCurrencyOfEmergencyFundPositions.toNumber();
@@ -1472,8 +1519,9 @@ export class PortfolioService {
       quantity: 0,
       sectors: [],
       symbol: currency,
+      tags: [],
       transactionCount: 0,
-      value: balance
+      valueInBaseCurrency: balance
     };
   }
 
@@ -1499,7 +1547,13 @@ export class PortfolioService {
       );
   }
 
-  private getLiabilities(activities: OrderWithAccount[]) {
+  private getLiabilities({
+    activities,
+    userCurrency
+  }: {
+    activities: OrderWithAccount[];
+    userCurrency: string;
+  }) {
     return activities
       .filter(({ type }) => {
         return type === TypeOfOrder.LIABILITY;
@@ -1508,7 +1562,7 @@ export class PortfolioService {
         return this.exchangeRateDataService.toCurrency(
           new Big(quantity).mul(unitPrice).toNumber(),
           SymbolProfile.currency,
-          this.request.user.Settings.settings.baseCurrency
+          userCurrency
         );
       })
       .reduce(
@@ -1618,7 +1672,10 @@ export class PortfolioService {
     const fees = this.getFees({ activities, userCurrency }).toNumber();
     const firstOrderDate = activities[0]?.date;
     const items = this.getItems(activities).toNumber();
-    const liabilities = this.getLiabilities(activities).toNumber();
+    const liabilities = this.getLiabilities({
+      activities,
+      userCurrency
+    }).toNumber();
 
     const totalBuy = this.getTotalByType(activities, userCurrency, 'BUY');
     const totalSell = this.getTotalByType(activities, userCurrency, 'SELL');
@@ -1683,7 +1740,16 @@ export class PortfolioService {
       totalBuy,
       totalSell,
       committedFunds: committedFunds.toNumber(),
-      emergencyFund: emergencyFund.toNumber(),
+      emergencyFund: {
+        assets: emergencyFundPositionsValueInBaseCurrency,
+        cash: emergencyFund
+          .minus(emergencyFundPositionsValueInBaseCurrency)
+          .toNumber(),
+        total: emergencyFund.toNumber()
+      },
+      fireWealth: new Big(performanceInformation.performance.currentValue)
+        .minus(emergencyFundPositionsValueInBaseCurrency)
+        .toNumber(),
       ordersCount: activities.filter(({ type }) => {
         return type === 'BUY' || type === 'SELL';
       }).length
@@ -1735,6 +1801,7 @@ export class PortfolioService {
       name: order.SymbolProfile?.name,
       quantity: new Big(order.quantity),
       symbol: order.SymbolProfile.symbol,
+      tags: order.tags,
       type: order.type,
       unitPrice: new Big(
         this.exchangeRateDataService.toCurrency(
@@ -1775,12 +1842,12 @@ export class PortfolioService {
     userId: string;
     withExcludedAccounts?: boolean;
   }) {
-    const ordersOfTypeItem = await this.orderService.getOrders({
+    const ordersOfTypeItemOrLiability = await this.orderService.getOrders({
       filters,
       userCurrency,
       userId,
       withExcludedAccounts,
-      types: ['ITEM']
+      types: ['ITEM', 'LIABILITY']
     });
 
     const accounts: PortfolioDetails['accounts'] = {};
@@ -1820,13 +1887,14 @@ export class PortfolioService {
         return accountId === account.id;
       });
 
-      const ordersOfTypeItemByAccount = ordersOfTypeItem.filter(
-        ({ accountId }) => {
+      const ordersOfTypeItemOrLiabilityByAccount =
+        ordersOfTypeItemOrLiability.filter(({ accountId }) => {
           return accountId === account.id;
-        }
-      );
+        });
 
-      ordersByAccount = ordersByAccount.concat(ordersOfTypeItemByAccount);
+      ordersByAccount = ordersByAccount.concat(
+        ordersOfTypeItemOrLiabilityByAccount
+      );
 
       accounts[account.id] = {
         balance: account.balance,
@@ -1866,7 +1934,7 @@ export class PortfolioService {
             order.unitPrice ??
             0);
 
-        if (order.type === 'SELL') {
+        if (order.type === 'LIABILITY' || order.type === 'SELL') {
           currentValueOfSymbolInBaseCurrency *= -1;
         }
 

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

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

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

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

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

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

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

@@ -1,21 +1,30 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
+import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
-import { CACHE_MANAGER, Inject, Injectable } from '@nestjs/common';
-import { Cache } from 'cache-manager';
+import { CACHE_MANAGER } from '@nestjs/cache-manager';
+import { Inject, Injectable, Logger } from '@nestjs/common';
+
+import type { RedisCache } from './interfaces/redis-cache.interface';
 
 @Injectable()
 export class RedisCacheService {
   public constructor(
-    @Inject(CACHE_MANAGER) private readonly cache: Cache,
+    @Inject(CACHE_MANAGER) private readonly cache: RedisCache,
     private readonly configurationService: ConfigurationService
-  ) {}
+  ) {
+    const client = cache.store.getClient();
+
+    client.on('error', (error) => {
+      Logger.error(error, 'RedisCacheService');
+    });
+  }
 
   public async get(key: string): Promise<string> {
     return await this.cache.get(key);
   }
 
   public getQuoteKey({ dataSource, symbol }: UniqueAsset) {
-    return `quote-${dataSource}-${symbol}`;
+    return `quote-${getAssetProfileIdentifier({ dataSource, symbol })}`;
   }
 
   public async remove(key: string) {
@@ -27,8 +36,10 @@ export class RedisCacheService {
   }
 
   public async set(key: string, value: string, ttlInSeconds?: number) {
-    await this.cache.set(key, value, {
-      ttl: ttlInSeconds ?? this.configurationService.get('CACHE_TTL')
-    });
+    await this.cache.set(
+      key,
+      value,
+      ttlInSeconds ?? this.configurationService.get('CACHE_TTL')
+    );
   }
 }

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

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

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

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

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

@@ -21,6 +21,7 @@ import { isDate, isEmpty } from 'lodash';
 import { LookupItem } from './interfaces/lookup-item.interface';
 import { SymbolItem } from './interfaces/symbol-item.interface';
 import { SymbolService } from './symbol.service';
+import { parseISO } from 'date-fns';
 
 @Controller('symbol')
 export class SymbolController {
@@ -93,7 +94,7 @@ export class SymbolController {
     @Param('dateString') dateString: string,
     @Param('symbol') symbol: string
   ): Promise<IDataProviderHistoricalResponse> {
-    const date = new Date(dateString);
+    const date = parseISO(dateString);
 
     if (!isDate(date)) {
       throw new HttpException(

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

@@ -27,9 +27,9 @@ export class SymbolService {
     dataGatheringItem: IDataGatheringItem;
     includeHistoricalData?: number;
   }): Promise<SymbolItem> {
-    const quotes = await this.dataProviderService.getQuotes([
-      dataGatheringItem
-    ]);
+    const quotes = await this.dataProviderService.getQuotes({
+      items: [dataGatheringItem]
+    });
     const { currency, marketPrice } = quotes[dataGatheringItem.symbol] ?? {};
 
     if (dataGatheringItem.dataSource && marketPrice >= 0) {

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

@@ -4,7 +4,11 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration/con
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { TagService } from '@ghostfolio/api/services/tag/tag.service';
-import { PROPERTY_IS_READ_ONLY_MODE, locale } from '@ghostfolio/common/config';
+import {
+  DEFAULT_CURRENCY,
+  PROPERTY_IS_READ_ONLY_MODE,
+  locale
+} from '@ghostfolio/common/config';
 import { User as IUser, UserSettings } from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
@@ -14,14 +18,13 @@ import {
 import { UserWithSettings } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { Prisma, Role, User } from '@prisma/client';
+import { differenceInDays } from 'date-fns';
 import { sortBy } from 'lodash';
 
 const crypto = require('crypto');
 
 @Injectable()
 export class UserService {
-  public static DEFAULT_CURRENCY = 'USD';
-
   private baseCurrency: string;
 
   public constructor(
@@ -123,7 +126,7 @@ export class UserService {
       id,
       provider,
       role,
-      Settings,
+      Settings: Settings as UserWithSettings['Settings'],
       thirdPartyId,
       updatedAt,
       activityCount: Analytics?.activityCount
@@ -144,8 +147,7 @@ export class UserService {
 
     // Set default value for base currency
     if (!(user.Settings.settings as UserSettings)?.baseCurrency) {
-      (user.Settings.settings as UserSettings).baseCurrency =
-        UserService.DEFAULT_CURRENCY;
+      (user.Settings.settings as UserSettings).baseCurrency = DEFAULT_CURRENCY;
     }
 
     // Set default value for date range
@@ -165,13 +167,31 @@ export class UserService {
       user.subscription =
         this.subscriptionService.getSubscription(Subscription);
 
-      if (
-        Analytics?.activityCount % 10 === 0 &&
-        user.subscription?.type === 'Basic'
-      ) {
+      if (user.subscription?.type === 'Basic') {
+        const daysSinceRegistration = differenceInDays(
+          new Date(),
+          user.createdAt
+        );
+        let frequency = 20;
+
+        if (daysSinceRegistration > 180) {
+          frequency = 3;
+        } else if (daysSinceRegistration > 60) {
+          frequency = 5;
+        } else if (daysSinceRegistration > 30) {
+          frequency = 10;
+        } else if (daysSinceRegistration > 15) {
+          frequency = 15;
+        }
+
+        if (Analytics?.activityCount % frequency === 1) {
           currentPermissions.push(permissions.enableSubscriptionInterstitial);
         }
 
+        // Reset benchmark
+        user.Settings.settings.benchmark = undefined;
+      }
+
       if (user.subscription?.type === 'Premium') {
         currentPermissions.push(permissions.reportDataGlitch);
       }

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

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

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

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

apps/api/src/assets/sitemap.xml

@@ -0,0 +1,527 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<urlset
+      xmlns="http://www.sitemaps.org/schemas/sitemap/0.9"
+      xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+      xsi:schemaLocation="http://www.sitemaps.org/schemas/sitemap/0.9
+            http://www.sitemaps.org/schemas/sitemap/0.9/sitemap.xsd">
+  <url>
+    <loc>https://ghostfol.io/de</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/blog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/blog/2021/07/hallo-ghostfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/features</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/haeufig-gestellte-fragen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/maerkte</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/open</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/preise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/registrierung</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ueber-uns</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ueber-uns/changelog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ueber-uns/datenschutzbestimmungen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ueber-uns/lizenz</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ueber-uns/oss-friends</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/about</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/about/changelog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/about/license</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/about/oss-friends</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2021/07/hello-ghostfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2022/01/ghostfolio-first-months-in-open-source</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2022/07/ghostfolio-meets-internet-identity</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2022/07/how-do-i-get-my-finances-in-order</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2022/08/500-stars-on-github</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2022/10/hacktoberfest-2022</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2022/11/black-friday-2022</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2022/12/the-importance-of-tracking-your-personal-finances</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2023/02/ghostfolio-meets-umbrel</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2023/03/ghostfolio-reaches-1000-stars-on-github</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2023/05/unlock-your-financial-potential-with-ghostfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2023/07/exploring-the-path-to-fire</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/faq</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/features</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/markets</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/open</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/pricing</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/register</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-altoo</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-copilot-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-delta</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-divvydiary</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-exirio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-folishare</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-getquin</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-gospatz</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-justetf</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-kubera</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-markets.sh</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-maybe-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monse</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-parqet</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-plannix</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-portfolio-dividend-tracker</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-portseido</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-projectionlab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-seeking-alpha</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sharesight</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-simple-portfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-snowball-analytics</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sumio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-utluna</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-yeekatee</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/funcionalidades</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/mercados</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/open</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/precios</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/preguntas-mas-frecuentes</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/recursos</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/registro</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/sobre</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/sobre/changelog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/sobre/licencia</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/es/sobre/politica-de-privacidad</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/a-propos</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/a-propos/changelog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/a-propos/licence</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/a-propos/politique-de-confidentialite</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/enregistrement</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/fonctionnalites</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/foire-aux-questions</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/marches</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/open</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/prix</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/fr/ressources</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/domande-piu-frequenti</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/funzionalita</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/informazioni-su</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/informazioni-su/changelog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/informazioni-su/licenza</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/informazioni-su/informativa-sulla-privacy</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/iscrizione</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/mercati</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/open</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/prezzi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/kenmerken</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/markten</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/open</loc>
+    <changefreq>daily</changefreq>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/over</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/over/changelog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/over/licentie</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/over/privacybeleid</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/prijzen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/registratie</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/vaak-gestelde-vragen</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/blog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/funcionalidades</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/mercados</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/open</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/perguntas-mais-frequentes</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/precos</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/recursos</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/registo</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/sobre</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/sobre/changelog</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/sobre/licenca</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/pt/sobre/politica-de-privacidade</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+</urlset>

apps/api/src/main.ts

@@ -7,6 +7,7 @@ import helmet from 'helmet';
 
 import { AppModule } from './app/app.module';
 import { environment } from './environments/environment';
+import { HtmlTemplateMiddleware } from './middlewares/html-template.middleware';
 
 async function bootstrap() {
   const configApp = await NestFactory.create(AppModule);
@@ -23,7 +24,7 @@ async function bootstrap() {
     defaultVersion: '1',
     type: VersioningType.URI
   });
-  app.setGlobalPrefix('api');
+  app.setGlobalPrefix('api', { exclude: ['sitemap.xml'] });
   app.useGlobalPipes(
     new ValidationPipe({
       forbidNonWhitelisted: true,
@@ -40,6 +41,7 @@ async function bootstrap() {
       helmet({
         contentSecurityPolicy: {
           directives: {
+            connectSrc: ["'self'", 'https://js.stripe.com'], // Allow connections to Stripe
             frameSrc: ["'self'", 'https://js.stripe.com'], // Allow loading frames from Stripe
             scriptSrc: ["'self'", "'unsafe-inline'", 'https://js.stripe.com'], // Allow inline scripts and scripts from Stripe
             scriptSrcAttr: ["'self'", "'unsafe-inline'"], // Allow inline event handlers
@@ -51,6 +53,8 @@ async function bootstrap() {
     );
   }
 
+  app.use(HtmlTemplateMiddleware);
+
   const BASE_CURRENCY = configService.get<string>('BASE_CURRENCY');
   const HOST = configService.get<string>('HOST') || '0.0.0.0';
   const PORT = configService.get<number>('PORT') || 3333;

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

@@ -0,0 +1,128 @@
+import * as fs from 'fs';
+import { join } from 'path';
+
+import { environment } from '@ghostfolio/api/environments/environment';
+import {
+  DEFAULT_LANGUAGE_CODE,
+  DEFAULT_ROOT_URL,
+  SUPPORTED_LANGUAGE_CODES
+} from '@ghostfolio/common/config';
+import { DATE_FORMAT, interpolate } from '@ghostfolio/common/helper';
+import { format } from 'date-fns';
+import { NextFunction, Request, Response } from 'express';
+
+const descriptions = {
+  de: 'Mit dem Finanz-Dashboard Ghostfolio können Sie Ihr Vermögen in Form von Aktien, ETFs oder Kryptowährungen verteilt über mehrere Finanzinstitute überwachen.',
+  en: 'Ghostfolio is a personal finance dashboard to keep track of your assets like stocks, ETFs or cryptocurrencies across multiple platforms.',
+  es: 'Ghostfolio es un dashboard de finanzas personales para hacer un seguimiento de tus activos como acciones, ETFs o criptodivisas a través de múltiples plataformas.',
+  fr: 'Ghostfolio est un dashboard de finances personnelles qui permet de suivre vos actifs comme les actions, les ETF ou les crypto-monnaies sur plusieurs plateformes.',
+  it: 'Ghostfolio è un dashboard di finanza personale per tenere traccia delle vostre attività come azioni, ETF o criptovalute su più piattaforme.',
+  nl: 'Ghostfolio is een persoonlijk financieel dashboard om uw activa zoals aandelen, ETF’s of cryptocurrencies over meerdere platforms bij te houden.',
+  pt: 'Ghostfolio é um dashboard de finanças pessoais para acompanhar os seus activos como acções, ETFs ou criptomoedas em múltiplas plataformas.'
+};
+
+const title = 'Ghostfolio – Open Source Wealth Management Software';
+const titleShort = 'Ghostfolio';
+
+let indexHtmlMap: { [languageCode: string]: string } = {};
+
+try {
+  indexHtmlMap = SUPPORTED_LANGUAGE_CODES.reduce(
+    (map, languageCode) => ({
+      ...map,
+      [languageCode]: fs.readFileSync(
+        join(__dirname, '..', 'client', languageCode, 'index.html'),
+        'utf8'
+      )
+    }),
+    {}
+  );
+} catch {}
+
+const locales = {
+  '/de/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt': {
+    featureGraphicPath: 'assets/images/blog/ghostfolio-x-sackgeld.png',
+    title: `Ghostfolio auf Sackgeld.com vorgestellt - ${titleShort}`
+  },
+  '/en/blog/2022/08/500-stars-on-github': {
+    featureGraphicPath: 'assets/images/blog/500-stars-on-github.jpg',
+    title: `500 Stars - ${titleShort}`
+  },
+  '/en/blog/2022/10/hacktoberfest-2022': {
+    featureGraphicPath: 'assets/images/blog/hacktoberfest-2022.png',
+    title: `Hacktoberfest 2022 - ${titleShort}`
+  },
+  '/en/blog/2022/12/the-importance-of-tracking-your-personal-finances': {
+    featureGraphicPath: 'assets/images/blog/20221226.jpg',
+    title: `The importance of tracking your personal finances - ${titleShort}`
+  },
+  '/en/blog/2023/02/ghostfolio-meets-umbrel': {
+    featureGraphicPath: 'assets/images/blog/ghostfolio-x-umbrel.png',
+    title: `Ghostfolio meets Umbrel - ${titleShort}`
+  },
+  '/en/blog/2023/03/ghostfolio-reaches-1000-stars-on-github': {
+    featureGraphicPath: 'assets/images/blog/1000-stars-on-github.jpg',
+    title: `Ghostfolio reaches 1’000 Stars on GitHub - ${titleShort}`
+  },
+  '/en/blog/2023/05/unlock-your-financial-potential-with-ghostfolio': {
+    featureGraphicPath: 'assets/images/blog/20230520.jpg',
+    title: `Unlock your Financial Potential with Ghostfolio - ${titleShort}`
+  },
+  '/en/blog/2023/07/exploring-the-path-to-fire': {
+    featureGraphicPath: 'assets/images/blog/20230701.jpg',
+    title: `Exploring the Path to FIRE - ${titleShort}`
+  }
+};
+
+const isFileRequest = (filename: string) => {
+  if (filename === '/assets/LICENSE') {
+    return true;
+  } else if (
+    filename.includes('auth/ey') ||
+    filename.includes(
+      'personal-finance-tools/open-source-alternative-to-markets.sh'
+    )
+  ) {
+    return false;
+  }
+
+  return filename.split('.').pop() !== filename;
+};
+
+export const HtmlTemplateMiddleware = async (
+  request: Request,
+  response: Response,
+  next: NextFunction
+) => {
+  const path = request.originalUrl.replace(/\/$/, '');
+  let languageCode = path.substr(1, 2);
+
+  if (!SUPPORTED_LANGUAGE_CODES.includes(languageCode)) {
+    languageCode = DEFAULT_LANGUAGE_CODE;
+  }
+
+  const currentDate = format(new Date(), DATE_FORMAT);
+  const rootUrl = process.env.ROOT_URL || DEFAULT_ROOT_URL;
+
+  if (
+    path.startsWith('/api/') ||
+    isFileRequest(path) ||
+    !environment.production
+  ) {
+    // Skip
+    next();
+  } else {
+    const indexHtml = interpolate(indexHtmlMap[languageCode], {
+      currentDate,
+      languageCode,
+      path,
+      rootUrl,
+      description: descriptions[languageCode],
+      featureGraphicPath:
+        locales[path]?.featureGraphicPath ?? 'assets/cover.png',
+      title: locales[path]?.title ?? title
+    });
+
+    return response.send(indexHtml);
+  }
+};

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

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

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

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

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

@@ -1,4 +1,5 @@
 import { Environment } from '@ghostfolio/api/services/interfaces/environment.interface';
+import { DEFAULT_CURRENCY, DEFAULT_ROOT_URL } from '@ghostfolio/common/config';
 import { Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import { bool, cleanEnv, host, json, num, port, str } from 'envalid';
@@ -13,7 +14,7 @@ export class ConfigurationService {
       ALPHA_VANTAGE_API_KEY: str({ default: '' }),
       BASE_CURRENCY: str({
         choices: ['AUD', 'CAD', 'CNY', 'EUR', 'GBP', 'JPY', 'RUB', 'USD'],
-        default: 'USD'
+        default: DEFAULT_CURRENCY
       }),
       BETTER_UPTIME_API_KEY: str({ default: '' }),
       CACHE_QUOTES_TTL: num({ default: 1 }),
@@ -46,7 +47,7 @@ export class ConfigurationService {
       REDIS_HOST: str({ default: 'localhost' }),
       REDIS_PASSWORD: str({ default: '' }),
       REDIS_PORT: port({ default: 6379 }),
-      ROOT_URL: str({ default: 'http://localhost:4200' }),
+      ROOT_URL: str({ default: DEFAULT_ROOT_URL }),
       STRIPE_PUBLIC_KEY: str({ default: '' }),
       STRIPE_SECRET_KEY: str({ default: '' }),
       TWITTER_ACCESS_TOKEN: str({ default: 'dummyAccessToken' }),

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

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

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

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

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

@@ -4,14 +4,20 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import {
   DATA_GATHERING_QUEUE,
   GATHER_HISTORICAL_MARKET_DATA_PROCESS,
-  GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS
+  GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS,
+  PROPERTY_BENCHMARKS
 } from '@ghostfolio/common/config';
-import { DATE_FORMAT, resetHours } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  DATE_FORMAT,
+  getAssetProfileIdentifier,
+  resetHours
+} from '@ghostfolio/common/helper';
+import { BenchmarkProperty, UniqueAsset } from '@ghostfolio/common/interfaces';
 import { InjectQueue } from '@nestjs/bull';
 import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
@@ -30,6 +36,7 @@ export class DataGatheringService {
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly marketDataService: MarketDataService,
     private readonly prismaService: PrismaService,
+    private readonly propertyService: PropertyService,
     private readonly symbolProfileService: SymbolProfileService
   ) {}
 
@@ -221,7 +228,10 @@ export class DataGatheringService {
           name: GATHER_HISTORICAL_MARKET_DATA_PROCESS,
           opts: {
             ...GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS,
-            jobId: `${dataSource}-${symbol}-${format(date, DATE_FORMAT)}`
+            jobId: `${getAssetProfileIdentifier({
+              dataSource,
+              symbol
+            })}-${format(date, DATE_FORMAT)}`
           }
         };
       })
@@ -248,6 +258,10 @@ export class DataGatheringService {
       });
   }
 
+  private getEarliestDate(aStartDate: Date) {
+    return min([aStartDate, subYears(new Date(), 10)]);
+  }
+
   private async getSymbols7D(): Promise<IDataGatheringItem[]> {
     const startDate = subDays(resetHours(new Date()), 7);
 
@@ -314,6 +328,14 @@ export class DataGatheringService {
   }
 
   private async getSymbolsMax(): Promise<IDataGatheringItem[]> {
+    const benchmarkAssetProfileIdMap: { [key: string]: boolean } = {};
+    (
+      ((await this.propertyService.getByKey(
+        PROPERTY_BENCHMARKS
+      )) as BenchmarkProperty[]) ?? []
+    ).forEach(({ symbolProfileId }) => {
+      benchmarkAssetProfileIdMap[symbolProfileId] = true;
+    });
     const startDate =
       (
         await this.prismaService.order.findFirst({
@@ -327,7 +349,7 @@ export class DataGatheringService {
         return {
           dataSource,
           symbol,
-          date: min([startDate, subYears(new Date(), 10)])
+          date: this.getEarliestDate(startDate)
         };
       });
 
@@ -336,6 +358,7 @@ export class DataGatheringService {
         orderBy: [{ symbol: 'asc' }],
         select: {
           dataSource: true,
+          id: true,
           Order: {
             orderBy: [{ date: 'asc' }],
             select: { date: true },
@@ -357,9 +380,15 @@ export class DataGatheringService {
         );
       })
       .map((symbolProfile) => {
+        let date = symbolProfile.Order?.[0]?.date ?? startDate;
+
+        if (benchmarkAssetProfileIdMap[symbolProfile.id]) {
+          date = this.getEarliestDate(startDate);
+        }
+
         return {
           ...symbolProfile,
-          date: symbolProfile.Order?.[0]?.date ?? startDate
+          date
         };
       });
 

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

@@ -15,8 +15,8 @@ import {
   DataSource,
   SymbolProfile
 } from '@prisma/client';
-import bent from 'bent';
 import { format, fromUnixTime, getUnixTime } from 'date-fns';
+import got from 'got';
 
 @Injectable()
 export class CoinGeckoService implements DataProviderInterface {
@@ -45,8 +45,7 @@ export class CoinGeckoService implements DataProviderInterface {
     };
 
     try {
-      const get = bent(`${this.URL}/coins/${aSymbol}`, 'GET', 'json', 200);
-      const { name } = await get();
+      const { name } = await got(`${this.URL}/coins/${aSymbol}`).json<any>();
 
       response.name = name;
     } catch (error) {
@@ -79,17 +78,13 @@ export class CoinGeckoService implements DataProviderInterface {
     [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
   }> {
     try {
-      const get = bent(
+      const { prices } = await got(
         `${
           this.URL
         }/coins/${aSymbol}/market_chart/range?vs_currency=${this.baseCurrency.toLowerCase()}&from=${getUnixTime(
           from
-        )}&to=${getUnixTime(to)}`,
-        'GET',
-        'json',
-        200
-      );
-      const { prices } = await get();
+        )}&to=${getUnixTime(to)}`
+      ).json<any>();
 
       const result: {
         [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
@@ -132,15 +127,11 @@ export class CoinGeckoService implements DataProviderInterface {
     }
 
     try {
-      const get = bent(
+      const response = await got(
         `${this.URL}/simple/price?ids=${aSymbols.join(
           ','
-        )}&vs_currencies=${this.baseCurrency.toLowerCase()}`,
-        'GET',
-        'json',
-        200
-      );
-      const response = await get();
+        )}&vs_currencies=${this.baseCurrency.toLowerCase()}`
+      ).json<any>();
 
       for (const symbol in response) {
         if (Object.prototype.hasOwnProperty.call(response, symbol)) {
@@ -174,8 +165,9 @@ export class CoinGeckoService implements DataProviderInterface {
     let items: LookupItem[] = [];
 
     try {
-      const get = bent(`${this.URL}/search?query=${query}`, 'GET', 'json', 200);
-      const { coins } = await get();
+      const { coins } = await got(
+        `${this.URL}/search?query=${query}`
+      ).json<any>();
 
       items = coins.map(({ id: symbol, name }) => {
         return {

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

@@ -3,9 +3,7 @@ import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
 import { Injectable } from '@nestjs/common';
 import { SymbolProfile } from '@prisma/client';
-import bent from 'bent';
-
-const getJSON = bent('json');
+import got from 'got';
 
 @Injectable()
 export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
@@ -34,9 +32,11 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
       return response;
     }
 
-    const profile = await getJSON(
+    const profile = await got(
       `${TrackinsightDataEnhancerService.baseUrl}/data-api/funds/${symbol}.json`
-    ).catch(() => {
+    )
+      .json<any>()
+      .catch(() => {
         return {};
       });
 
@@ -46,10 +46,12 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
       response.isin = isin;
     }
 
-    const holdings = await getJSON(
+    const holdings = await got(
       `${TrackinsightDataEnhancerService.baseUrl}/holdings/${symbol}.json`
-    ).catch(() => {
-      return getJSON(
+    )
+      .json<any>()
+      .catch(() => {
+        return got(
           `${TrackinsightDataEnhancerService.baseUrl}/holdings/${
             symbol.split('.')?.[0]
           }.json`

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

@@ -135,6 +135,8 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
     let name = longName;
 
     if (name) {
+      name = name.replace('&', '&');
+
       name = name.replace('Amundi Index Solutions - ', '');
       name = name.replace('iShares ETF (CH) - ', '');
       name = name.replace('iShares III Public Limited Company - ', '');

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

@@ -3,7 +3,6 @@ import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.in
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
-  IDataGatheringItem,
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
@@ -12,6 +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 { UniqueAsset } from '@ghostfolio/common/interfaces';
 import type { Granularity, UserWithSettings } from '@ghostfolio/common/types';
 import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource, MarketData, SymbolProfile } from '@prisma/client';
@@ -45,12 +45,15 @@ export class DataProviderService {
     const dataProvider = this.getDataProvider(dataSource);
     const symbol = dataProvider.getTestSymbol();
 
-    const quotes = await this.getQuotes([
+    const quotes = await this.getQuotes({
+      items: [
         {
           dataSource,
           symbol
         }
-    ]);
+      ],
+      useCache: false
+    });
 
     if (quotes[symbol]?.marketPrice > 0) {
       return true;
@@ -59,14 +62,16 @@ export class DataProviderService {
     return false;
   }
 
-  public async getAssetProfiles(items: IDataGatheringItem[]): Promise<{
+  public async getAssetProfiles(items: UniqueAsset[]): Promise<{
     [symbol: string]: Partial<SymbolProfile>;
   }> {
     const response: {
       [symbol: string]: Partial<SymbolProfile>;
     } = {};
 
-    const itemsGroupedByDataSource = groupBy(items, (item) => item.dataSource);
+    const itemsGroupedByDataSource = groupBy(items, ({ dataSource }) => {
+      return dataSource;
+    });
 
     const promises = [];
 
@@ -127,7 +132,7 @@ export class DataProviderService {
   }
 
   public async getHistorical(
-    aItems: IDataGatheringItem[],
+    aItems: UniqueAsset[],
     aGranularity: Granularity = 'month',
     from: Date,
     to: Date
@@ -155,11 +160,11 @@ export class DataProviderService {
           )}'`
         : '';
 
-    const dataSources = aItems.map((item) => {
-      return item.dataSource;
+    const dataSources = aItems.map(({ dataSource }) => {
+      return dataSource;
     });
-    const symbols = aItems.map((item) => {
-      return item.symbol;
+    const symbols = aItems.map(({ symbol }) => {
+      return symbol;
     });
 
     try {
@@ -192,7 +197,7 @@ export class DataProviderService {
   }
 
   public async getHistoricalRaw(
-    aDataGatheringItems: IDataGatheringItem[],
+    aDataGatheringItems: UniqueAsset[],
     from: Date,
     to: Date
   ): Promise<{
@@ -229,7 +234,13 @@ export class DataProviderService {
     return result;
   }
 
-  public async getQuotes(items: IDataGatheringItem[]): Promise<{
+  public async getQuotes({
+    items,
+    useCache = true
+  }: {
+    items: UniqueAsset[];
+    useCache?: boolean;
+  }): Promise<{
     [symbol: string]: IDataProviderResponse;
   }> {
     const response: {
@@ -238,9 +249,10 @@ export class DataProviderService {
     const startTimeTotal = performance.now();
 
     // Get items from cache
-    const itemsToFetch: IDataGatheringItem[] = [];
+    const itemsToFetch: UniqueAsset[] = [];
 
     for (const { dataSource, symbol } of items) {
+      if (useCache) {
         const quoteString = await this.redisCacheService.get(
           this.redisCacheService.getQuoteKey({ dataSource, symbol })
         );
@@ -249,12 +261,12 @@ export class DataProviderService {
           try {
             const cachedDataProviderResponse = JSON.parse(quoteString);
             response[symbol] = cachedDataProviderResponse;
+            continue;
           } catch {}
         }
-
-      if (!quoteString) {
-        itemsToFetch.push({ dataSource, symbol });
       }
+
+      itemsToFetch.push({ dataSource, symbol });
     }
 
     const numberOfItemsInCache = Object.keys(response)?.length;

apps/api/src/services/data-provider/eod-historical-data/eod-historical-data.service.ts

@@ -5,6 +5,7 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
+import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
 import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
@@ -14,9 +15,10 @@ import {
   DataSource,
   SymbolProfile
 } from '@prisma/client';
-import bent from 'bent';
 import Big from 'big.js';
 import { format, isToday } from 'date-fns';
+import got from 'got';
+import ms from 'ms';
 
 @Injectable()
 export class EodHistoricalDataService implements DataProviderInterface {
@@ -76,19 +78,19 @@ export class EodHistoricalDataService implements DataProviderInterface {
     const symbol = this.convertToEodSymbol(aSymbol);
 
     try {
-      const get = bent(
+      const response = await got(
         `${this.URL}/eod/${symbol}?api_token=${
           this.apiKey
         }&fmt=json&from=${format(from, DATE_FORMAT)}&to=${format(
           to,
           DATE_FORMAT
         )}&period={aGranularity}`,
-        'GET',
-        'json',
-        200
-      );
-
-      const response = await get();
+        {
+          timeout: {
+            request: DEFAULT_REQUEST_TIMEOUT
+          }
+        }
+      ).json<any>();
 
       return response.reduce(
         (result, historicalItem, index, array) => {
@@ -136,16 +138,16 @@ export class EodHistoricalDataService implements DataProviderInterface {
     }
 
     try {
-      const get = bent(
+      const realTimeResponse = await got(
         `${this.URL}/real-time/${symbols[0]}?api_token=${
           this.apiKey
         }&fmt=json&s=${symbols.join(',')}`,
-        'GET',
-        'json',
-        200
-      );
-
-      const realTimeResponse = await get();
+        {
+          timeout: {
+            request: DEFAULT_REQUEST_TIMEOUT
+          }
+        }
+      ).json<any>();
 
       const quotes =
         symbols.length === 1 ? [realTimeResponse] : realTimeResponse;
@@ -329,13 +331,14 @@ export class EodHistoricalDataService implements DataProviderInterface {
     let searchResult = [];
 
     try {
-      const get = bent(
+      const response = await got(
         `${this.URL}/search/${aQuery}?api_token=${this.apiKey}`,
-        'GET',
-        'json',
-        200
-      );
-      const response = await get();
+        {
+          timeout: {
+            request: DEFAULT_REQUEST_TIMEOUT
+          }
+        }
+      ).json<any>();
 
       searchResult = response.map(
         ({ Code, Currency, Exchange, ISIN: isin, Name: name, Type }) => {

apps/api/src/services/data-provider/financial-modeling-prep/financial-modeling-prep.service.ts

@@ -10,8 +10,8 @@ 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';
+import got from 'got';
 
 @Injectable()
 export class FinancialModelingPrepService implements DataProviderInterface {
@@ -64,13 +64,9 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
   }> {
     try {
-      const get = bent(
-        `${this.URL}/historical-price-full/${aSymbol}?apikey=${this.apiKey}`,
-        'GET',
-        'json',
-        200
-      );
-      const { historical } = await get();
+      const { historical } = await got(
+        `${this.URL}/historical-price-full/${aSymbol}?apikey=${this.apiKey}`
+      ).json<any>();
 
       const result: {
         [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
@@ -115,13 +111,9 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     }
 
     try {
-      const get = bent(
-        `${this.URL}/quote/${aSymbols.join(',')}?apikey=${this.apiKey}`,
-        'GET',
-        'json',
-        200
-      );
-      const response = await get();
+      const response = await got(
+        `${this.URL}/quote/${aSymbols.join(',')}?apikey=${this.apiKey}`
+      ).json<any>();
 
       for (const { price, symbol } of response) {
         results[symbol] = {
@@ -153,13 +145,9 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     let items: LookupItem[] = [];
 
     try {
-      const get = bent(
-        `${this.URL}/search?query=${query}&apikey=${this.apiKey}`,
-        'GET',
-        'json',
-        200
-      );
-      const result = await get();
+      const result = await got(
+        `${this.URL}/search?query=${query}&apikey=${this.apiKey}`
+      ).json<any>();
 
       items = result.map(({ currency, name, symbol }) => {
         return {

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

@@ -14,10 +14,10 @@ import {
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource, SymbolProfile } from '@prisma/client';
-import bent from 'bent';
 import * as cheerio from 'cheerio';
 import { isUUID } from 'class-validator';
 import { addDays, format, isBefore } from 'date-fns';
+import got from 'got';
 
 @Injectable()
 export class ManualService implements DataProviderInterface {
@@ -95,10 +95,9 @@ export class ManualService implements DataProviderInterface {
         return {};
       }
 
-      const get = bent(url, 'GET', 'string', 200, headers);
+      const { body } = await got(url, { headers });
 
-      const html = await get();
-      const $ = cheerio.load(html);
+      const $ = cheerio.load(body);
 
       const value = extractNumberFromString($(selector).text());
 

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

@@ -10,8 +10,8 @@ import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource, SymbolProfile } from '@prisma/client';
-import bent from 'bent';
 import { format } from 'date-fns';
+import got from 'got';
 
 @Injectable()
 export class RapidApiService implements DataProviderInterface {
@@ -135,19 +135,17 @@ export class RapidApiService implements DataProviderInterface {
     oneYearAgo: { value: number; valueText: string };
   }> {
     try {
-      const get = bent(
+      const { fgi } = await got(
         `https://fear-and-greed-index.p.rapidapi.com/v1/fgi`,
-        'GET',
-        'json',
-        200,
         {
-          useQueryString: true,
+          headers: {
+            useQueryString: 'true',
             'x-rapidapi-host': 'fear-and-greed-index.p.rapidapi.com',
             'x-rapidapi-key': this.configurationService.get('RAPID_API_API_KEY')
           }
-      );
+        }
+      ).json<any>();
 
-      const { fgi } = await get();
       return fgi;
     } catch (error) {
       Logger.error(error, 'RapidApiService');

apps/api/src/services/exchange-rate-data/exchange-rate-data.service.ts

@@ -33,6 +33,15 @@ export class ExchangeRateDataService {
     return this.currencyPairs;
   }
 
+  public hasCurrencyPair(currency1: string, currency2: string) {
+    return this.currencyPairs.some(({ symbol }) => {
+      return (
+        symbol === `${currency1}${currency2}` ||
+        symbol === `${currency2}${currency1}`
+      );
+    });
+  }
+
   public async initialize() {
     this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
     this.currencies = await this.prepareCurrencies();
@@ -64,11 +73,11 @@ export class ExchangeRateDataService {
     if (Object.keys(result).length !== this.currencyPairs.length) {
       // Load currencies directly from data provider as a fallback
       // if historical data is not fully available
-      const quotes = await this.dataProviderService.getQuotes(
-        this.currencyPairs.map(({ dataSource, symbol }) => {
+      const quotes = await this.dataProviderService.getQuotes({
+        items: this.currencyPairs.map(({ dataSource, symbol }) => {
           return { dataSource, symbol };
         })
-      );
+      });
 
       for (const symbol of Object.keys(quotes)) {
         if (isNumber(quotes[symbol].marketPrice)) {
@@ -125,9 +134,11 @@ export class ExchangeRateDataService {
       return 0;
     }
 
-    let factor = 1;
+    let factor: number;
 
-    if (aFromCurrency !== aToCurrency) {
+    if (aFromCurrency === aToCurrency) {
+      factor = 1;
+    } else {
       if (this.exchangeRates[`${aFromCurrency}${aToCurrency}`]) {
         factor = this.exchangeRates[`${aFromCurrency}${aToCurrency}`];
       } else {
@@ -171,7 +182,9 @@ export class ExchangeRateDataService {
 
     let factor: number;
 
-    if (aFromCurrency !== aToCurrency) {
+    if (aFromCurrency === aToCurrency) {
+      factor = 1;
+    } else {
       const dataSource =
         this.dataProviderService.getDataSourceForExchangeRates();
       const symbol = `${aFromCurrency}${aToCurrency}`;

apps/api/tsconfig.app.json

@@ -4,7 +4,7 @@
     "outDir": "../../dist/out-tsc",
     "types": ["node"],
     "emitDecoratorMetadata": true,
-    "target": "es2015"
+    "target": "es2021"
   },
   "exclude": ["**/*.spec.ts", "**/*.test.ts", "jest.config.ts"],
   "include": ["**/*.ts"]

apps/client/project.json

@@ -11,60 +11,15 @@
   "prefix": "gf",
   "targets": {
     "build": {
-      "executor": "@angular-devkit/build-angular:browser",
+      "executor": "@nx/angular:webpack-browser",
       "options": {
+        "localize": true,
         "outputPath": "dist/apps/client",
         "index": "apps/client/src/index.html",
         "main": "apps/client/src/main.ts",
         "polyfills": "apps/client/src/polyfills.ts",
         "tsConfig": "apps/client/tsconfig.app.json",
-        "assets": [
-          {
-            "glob": "assetlinks.json",
-            "input": "apps/client/src/assets",
-            "output": "./../.well-known"
-          },
-          {
-            "glob": "CHANGELOG.md",
-            "input": "",
-            "output": "./../assets"
-          },
-          {
-            "glob": "LICENSE",
-            "input": "",
-            "output": "./../assets"
-          },
-          {
-            "glob": "robots.txt",
-            "input": "apps/client/src/assets",
-            "output": "./../"
-          },
-          {
-            "glob": "sitemap.xml",
-            "input": "apps/client/src/assets",
-            "output": "./../"
-          },
-          {
-            "glob": "site.webmanifest",
-            "input": "apps/client/src/assets",
-            "output": "./../"
-          },
-          {
-            "glob": "**/*",
-            "input": "node_modules/ionicons/dist/ionicons",
-            "output": "./../ionicons"
-          },
-          {
-            "glob": "**/*.js",
-            "input": "node_modules/ionicons/dist/",
-            "output": "./../"
-          },
-          {
-            "glob": "**/*",
-            "input": "apps/client/src/assets",
-            "output": "./../assets/"
-          }
-        ],
+        "assets": [],
         "styles": [
           "apps/client/src/styles/theme.scss",
           "apps/client/src/styles.scss"
@@ -139,8 +94,51 @@
       "outputs": ["{options.outputPath}"],
       "defaultConfiguration": ""
     },
+    "copy-assets": {
+      "executor": "nx:run-commands",
+      "options": {
+        "commands": [
+          {
+            "command": "mkdir -p dist/apps/client"
+          },
+          {
+            "command": "cp -r apps/client/src/assets dist/apps/client"
+          },
+          {
+            "command": "cp -r apps/client/src/assets/.well-known dist/apps/client"
+          },
+          {
+            "command": "cp apps/client/src/assets/favicon.ico dist/apps/client"
+          },
+          {
+            "command": "cp apps/client/src/assets/index.html dist/apps/client"
+          },
+          {
+            "command": "cp apps/client/src/assets/robots.txt dist/apps/client"
+          },
+          {
+            "command": "cp apps/client/src/assets/site.webmanifest dist/apps/client"
+          },
+          {
+            "command": "cp node_modules/ionicons/dist/index.js dist/apps/client"
+          },
+          {
+            "command": "cp node_modules/ionicons/dist/ionicons.js dist/apps/client"
+          },
+          {
+            "command": "cp -r node_modules/ionicons/dist/ionicons dist/apps/client/ionicons"
+          },
+          {
+            "command": "cp CHANGELOG.md dist/apps/client/assets"
+          },
+          {
+            "command": "cp LICENSE dist/apps/client/assets"
+          }
+        ]
+      }
+    },
     "serve": {
-      "executor": "@angular-devkit/build-angular:dev-server",
+      "executor": "@nx/angular:webpack-dev-server",
       "options": {
         "browserTarget": "client:build",
         "proxyConfig": "apps/client/proxy.conf.json"

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

@@ -21,8 +21,8 @@ const routes: Routes = [
   {
     path: 'account',
     loadChildren: () =>
-      import('./pages/account/account-page.module').then(
-        (m) => m.AccountPageModule
+      import('./pages/user-account/user-account-page.module').then(
+        (m) => m.UserAccountPageModule
       )
   },
   {
@@ -47,104 +47,6 @@ const routes: Routes = [
     loadChildren: () =>
       import('./pages/blog/blog-page.module').then((m) => m.BlogPageModule)
   })),
-  {
-    path: 'blog/2021/07/hallo-ghostfolio',
-    loadChildren: () =>
-      import(
-        './pages/blog/2021/07/hallo-ghostfolio/hallo-ghostfolio-page.module'
-      ).then((m) => m.HalloGhostfolioPageModule)
-  },
-  {
-    path: 'blog/2021/07/hello-ghostfolio',
-    loadChildren: () =>
-      import(
-        './pages/blog/2021/07/hello-ghostfolio/hello-ghostfolio-page.module'
-      ).then((m) => m.HelloGhostfolioPageModule)
-  },
-  {
-    path: 'blog/2022/01/ghostfolio-first-months-in-open-source',
-    loadChildren: () =>
-      import(
-        './pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.module'
-      ).then((m) => m.FirstMonthsInOpenSourcePageModule)
-  },
-  {
-    path: 'blog/2022/07/ghostfolio-meets-internet-identity',
-    loadChildren: () =>
-      import(
-        './pages/blog/2022/07/ghostfolio-meets-internet-identity/ghostfolio-meets-internet-identity-page.module'
-      ).then((m) => m.GhostfolioMeetsInternetIdentityPageModule)
-  },
-  {
-    path: 'blog/2022/07/how-do-i-get-my-finances-in-order',
-    loadChildren: () =>
-      import(
-        './pages/blog/2022/07/how-do-i-get-my-finances-in-order/how-do-i-get-my-finances-in-order-page.module'
-      ).then((m) => m.HowDoIGetMyFinancesInOrderPageModule)
-  },
-  {
-    path: 'blog/2022/08/500-stars-on-github',
-    loadChildren: () =>
-      import(
-        './pages/blog/2022/08/500-stars-on-github/500-stars-on-github-page.module'
-      ).then((m) => m.FiveHundredStarsOnGitHubPageModule)
-  },
-  {
-    path: 'blog/2022/10/hacktoberfest-2022',
-    loadChildren: () =>
-      import(
-        './pages/blog/2022/10/hacktoberfest-2022/hacktoberfest-2022-page.module'
-      ).then((m) => m.Hacktoberfest2022PageModule)
-  },
-  {
-    path: 'blog/2022/11/black-friday-2022',
-    loadChildren: () =>
-      import(
-        './pages/blog/2022/11/black-friday-2022/black-friday-2022-page.module'
-      ).then((m) => m.BlackFriday2022PageModule)
-  },
-  {
-    path: 'blog/2022/12/the-importance-of-tracking-your-personal-finances',
-    loadChildren: () =>
-      import(
-        './pages/blog/2022/12/the-importance-of-tracking-your-personal-finances/the-importance-of-tracking-your-personal-finances-page.module'
-      ).then((m) => m.TheImportanceOfTrackingYourPersonalFinancesPageModule)
-  },
-  {
-    path: 'blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt',
-    loadChildren: () =>
-      import(
-        './pages/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt/ghostfolio-auf-sackgeld-vorgestellt-page.module'
-      ).then((m) => m.GhostfolioAufSackgeldVorgestelltPageModule)
-  },
-  {
-    path: 'blog/2023/02/ghostfolio-meets-umbrel',
-    loadChildren: () =>
-      import(
-        './pages/blog/2023/02/ghostfolio-meets-umbrel/ghostfolio-meets-umbrel-page.module'
-      ).then((m) => m.GhostfolioMeetsUmbrelPageModule)
-  },
-  {
-    path: 'blog/2023/03/ghostfolio-reaches-1000-stars-on-github',
-    loadChildren: () =>
-      import(
-        './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: 'blog/2023/07/exploring-the-path-to-fire',
-    loadChildren: () =>
-      import(
-        './pages/blog/2023/07/exploring-the-path-to-fire/exploring-the-path-to-fire-page.module'
-      ).then((m) => m.ExploringThePathToFirePageModule)
-  },
   {
     path: 'demo',
     loadChildren: () =>

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

@@ -50,6 +50,7 @@
       currentRoute === 'features' ||
       currentRoute === 'markets' ||
       currentRoute === 'open' ||
+      currentRoute === 'p' ||
       currentRoute === 'pricing' ||
       currentRoute === 'resources' ||
       currentRoute === 'register' ||

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

@@ -154,7 +154,7 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
     day: string;
     yearMonth: string;
   }) {
-    const date = new Date(`${yearMonth}-${day}`);
+    const date = parseISO(`${yearMonth}-${day}`);
     const marketPrice = this.marketDataByMonth[yearMonth]?.[day]?.marketPrice;
 
     if (isSameDay(date, new Date())) {

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

@@ -8,11 +8,13 @@ import {
   ViewChild
 } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
+import { MatPaginator, PageEvent } from '@angular/material/paginator';
 import { MatSort, Sort } from '@angular/material/sort';
 import { MatTableDataSource } from '@angular/material/table';
 import { ActivatedRoute, Router } from '@angular/router';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { DEFAULT_PAGE_SIZE } from '@ghostfolio/common/config';
 import { getDateFormatString } from '@ghostfolio/common/helper';
 import { Filter, UniqueAsset, User } from '@ghostfolio/common/interfaces';
 import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
@@ -26,8 +28,6 @@ import { AssetProfileDialog } from './asset-profile-dialog/asset-profile-dialog.
 import { AssetProfileDialogParams } from './asset-profile-dialog/interfaces/interfaces';
 import { CreateAssetProfileDialog } from './create-asset-profile-dialog/create-asset-profile-dialog.component';
 import { CreateAssetProfileDialogParams } from './create-asset-profile-dialog/interfaces/interfaces';
-import { DEFAULT_PAGE_SIZE } from '@ghostfolio/common/config';
-import { MatPaginator, PageEvent } from '@angular/material/paginator';
 
 @Component({
   changeDetection: ChangeDetectionStrategy.OnPush,
@@ -51,13 +51,31 @@ export class AdminMarketDataComponent
     AssetSubClass.PRECIOUS_METAL,
     AssetSubClass.PRIVATE_EQUITY,
     AssetSubClass.STOCK
-  ].map((assetSubClass) => {
+  ]
+    .map((assetSubClass) => {
       return {
-      id: assetSubClass,
+        id: assetSubClass.toString(),
         label: translate(assetSubClass),
-      type: 'ASSET_SUB_CLASS'
+        type: <Filter['type']>'ASSET_SUB_CLASS'
       };
-  });
+    })
+    .concat([
+      {
+        id: 'CURRENCIES',
+        label: $localize`Currencies`,
+        type: <Filter['type']>'PRESET_ID'
+      },
+      {
+        id: 'ETF_WITHOUT_COUNTRIES',
+        label: $localize`ETFs without Countries`,
+        type: <Filter['type']>'PRESET_ID'
+      },
+      {
+        id: 'ETF_WITHOUT_SECTORS',
+        label: $localize`ETFs without Sectors`,
+        type: <Filter['type']>'PRESET_ID'
+      }
+    ]);
   public currentDataSource: DataSource;
   public currentSymbol: string;
   public dataSource: MatTableDataSource<AdminMarketDataItem> =
@@ -237,6 +255,12 @@ export class AdminMarketDataComponent
   ) {
     this.isLoading = true;
 
+    this.pageSize =
+      this.activeFilters.length === 1 &&
+      this.activeFilters[0].type === 'PRESET_ID'
+        ? undefined
+        : DEFAULT_PAGE_SIZE;
+
     if (pageIndex === 0 && this.paginator) {
       this.paginator.pageIndex = 0;
     }

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

@@ -169,6 +169,8 @@
                       <mat-option value="7 days">7 Days</mat-option>
                       <mat-option value="14 days">14 Days</mat-option>
                       <mat-option value="30 days">30 Days</mat-option>
+                      <mat-option value="90 days">90 Days</mat-option>
+                      <mat-option value="180 days">180 Days</mat-option>
                       <mat-option value="1 year">1 Year</mat-option>
                     </mat-select>
                   </mat-form-field>

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

@@ -1,17 +1,69 @@
 <div
   class="align-items-center container d-flex flex-column h-100 justify-content-center overview p-0 position-relative"
 >
+  <div
+    *ngIf="hasPermissionToCreateOrder && historicalDataItems?.length === 0; else isUserActive"
+    class="justify-content-center row w-100"
+  >
+    <div class="col introduction">
+      <h4 i18n>Welcome to Ghostfolio</h4>
+      <p i18n>Ready to take control of your personal finances?</p>
+      <ol class="font-weight-bold">
+        <li
+          class="mb-2"
+          [ngClass]="{ 'text-muted': user?.accounts?.length > 1 }"
+        >
+          <a class="d-block" [routerLink]="['/accounts']"
+            ><span i18n>Setup your accounts</span><br />
+            <span class="font-weight-normal" i18n
+              >Get a comprehensive financial overview by adding your bank and
+              brokerage accounts.</span
+            ></a
+          >
+        </li>
+        <li class="mb-2">
+          <a class="d-block" [routerLink]="['/portfolio', 'activities']">
+            <span i18n>Capture your activities</span><br />
+            <span class="font-weight-normal" i18n
+              >Record your investment activities to keep your portfolio up to
+              date.</span
+            ></a
+          >
+        </li>
+        <li class="mb-2">
+          <a class="d-block" [routerLink]="['/portfolio']">
+            <span i18n>Monitor and analyze your portfolio</span><br />
+            <span class="font-weight-normal" i18n
+              >Track your progress in real-time with comprehensive analysis and
+              insights.</span
+            >
+          </a>
+        </li>
+      </ol>
+      <div class="d-flex justify-content-center">
+        <a
+          *ngIf="user?.accounts?.length === 1"
+          color="primary"
+          mat-flat-button
+          [routerLink]="['/accounts']"
+        >
+          <ng-container i18n>Setup accounts</ng-container>
+        </a>
+        <a
+          *ngIf="user?.accounts?.length > 1"
+          color="primary"
+          mat-flat-button
+          [routerLink]="['/portfolio', 'activities']"
+        >
+          <ng-container i18n>Add activity</ng-container>
+        </a>
+      </div>
+    </div>
+  </div>
+  <ng-template #isUserActive>
     <div class="row w-100">
       <div class="col p-0">
         <div class="chart-container mx-auto position-relative">
-        <div
-          *ngIf="hasPermissionToCreateOrder && historicalDataItems?.length === 0"
-          class="align-items-center d-flex h-100 justify-content-center w-100"
-        >
-          <div class="d-flex justify-content-center">
-            <gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
-          </div>
-        </div>
           <gf-line-chart
             class="position-absolute"
             symbol="Performance"
@@ -54,4 +106,5 @@
         </div>
       </div>
     </div>
+  </ng-template>
 </div>

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

@@ -1,5 +1,6 @@
 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 { GfPortfolioPerformanceModule } from '@ghostfolio/client/components/portfolio-performance/portfolio-performance.module';
 import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
@@ -16,6 +17,7 @@ import { HomeOverviewComponent } from './home-overview.component';
     GfNoTransactionsInfoModule,
     GfPortfolioPerformanceModule,
     GfToggleModule,
+    MatButtonModule,
     RouterModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

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

@@ -31,4 +31,8 @@
       top: 0;
     }
   }
+
+  .introduction {
+    max-width: 50rem;
+  }
 }

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

@@ -101,7 +101,7 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
     this.isLoading = true;
 
     this.dataService
-      .fetchPortfolioDetails({})
+      .fetchPortfolioDetails()
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ summary }) => {
         this.summary = summary;

apps/client/src/app/components/login-with-access-token-dialog/login-with-access-token-dialog.component.ts

@@ -16,6 +16,8 @@ import { TokenStorageService } from '@ghostfolio/client/services/token-storage.s
   templateUrl: 'login-with-access-token-dialog.html'
 })
 export class LoginWithAccessTokenDialog {
+  public isAccessTokenHidden = true;
+
   public constructor(
     @Inject(MAT_DIALOG_DATA) public data: any,
     public dialogRef: MatDialogRef<LoginWithAccessTokenDialog>,
@@ -38,6 +40,12 @@ export class LoginWithAccessTokenDialog {
     this.dialogRef.close();
   }
 
+  public onLoginWithAccessToken() {
+    if (this.data.accessToken) {
+      this.dialogRef.close(this.data);
+    }
+  }
+
   public async onLoginWithInternetIdentity() {
     try {
       const { authToken } = await this.internetIdentityService.login();

apps/client/src/app/components/login-with-access-token-dialog/login-with-access-token-dialog.html

@@ -6,15 +6,27 @@
 
 <div class="py-3" mat-dialog-content>
   <div class="align-items-center d-flex flex-column">
+    <form class="w-100" (ngSubmit)="onLoginWithAccessToken()">
       <mat-form-field appearance="outline" class="without-hint w-100">
         <mat-label i18n>Security Token</mat-label>
-      <textarea
-        cdkTextareaAutosize
+        <input
           matInput
-        type="text"
+          name="password"
+          [type]="isAccessTokenHidden ? 'password' : 'text'"
           [(ngModel)]="data.accessToken"
-      ></textarea>
+        />
+        <button
+          mat-button
+          matSuffix
+          type="button"
+          (click)="isAccessTokenHidden = !isAccessTokenHidden"
+        >
+          <ion-icon
+            [name]="isAccessTokenHidden ? 'eye-outline' : 'eye-off-outline'"
+          ></ion-icon>
+        </button>
       </mat-form-field>
+    </form>
     <ng-container *ngIf="data.hasPermissionToUseSocialLogin">
       <div class="my-3 text-center text-muted" i18n>or</div>
       <div class="d-flex flex-column">

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

@@ -163,7 +163,33 @@
         [isCurrency]="true"
         [locale]="locale"
         [unit]="baseCurrency"
-        [value]="isLoading ? undefined : summary?.emergencyFund"
+        [value]="isLoading ? undefined : summary?.emergencyFund?.total"
+      ></gf-value>
+    </div>
+  </div>
+  <div class="flex-nowrap px-3 py-1 row">
+    <div class="flex-grow-1 ml-3 text-truncate" i18n>Cash</div>
+    <div class="flex-column flex-wrap justify-content-end">
+      <gf-value
+        class="justify-content-end"
+        position="end"
+        [isCurrency]="true"
+        [locale]="locale"
+        [unit]="baseCurrency"
+        [value]="isLoading ? undefined : summary?.emergencyFund?.cash"
+      ></gf-value>
+    </div>
+  </div>
+  <div class="flex-nowrap px-3 py-1 row">
+    <div class="flex-grow-1 ml-3 text-truncate" i18n>Assets</div>
+    <div class="flex-column flex-wrap justify-content-end">
+      <gf-value
+        class="justify-content-end"
+        position="end"
+        [isCurrency]="true"
+        [locale]="locale"
+        [unit]="baseCurrency"
+        [value]="isLoading ? undefined : summary?.emergencyFund?.assets"
       ></gf-value>
     </div>
   </div>

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

@@ -50,7 +50,7 @@ export class PortfolioSummaryComponent implements OnChanges, OnInit {
   public onEditEmergencyFund() {
     const emergencyFundInput = prompt(
       $localize`Please enter the amount of your emergency fund:`,
-      this.summary.emergencyFund?.toString() ?? '0'
+      this.summary.emergencyFund?.total?.toString() ?? '0'
     );
     const emergencyFund = parseFloat(emergencyFundInput?.trim());
 

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

@@ -215,6 +215,15 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
             this.benchmarkDataItems[0].value = this.averagePrice;
           }
 
+          this.benchmarkDataItems = this.benchmarkDataItems.map(
+            ({ date, value }) => {
+              return {
+                date,
+                value: value === 0 ? null : value
+              };
+            }
+          );
+
           if (Number.isInteger(this.quantity)) {
             this.quantityPrecision = 0;
           } else if (this.SymbolProfile?.assetSubClass === 'CRYPTOCURRENCY') {

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

@@ -1,7 +1,6 @@
 import { Injectable } from '@angular/core';
 import {
   ActivatedRouteSnapshot,
-  CanActivate,
   Router,
   RouterStateSnapshot
 } from '@angular/router';
@@ -12,7 +11,7 @@ import { EMPTY } from 'rxjs';
 import { catchError } from 'rxjs/operators';
 
 @Injectable({ providedIn: 'root' })
-export class AuthGuard implements CanActivate {
+export class AuthGuard {
   private static PUBLIC_PAGE_ROUTES = [
     '/about',
     '/about/changelog',

apps/client/src/app/core/http-response.interceptor.ts

@@ -62,7 +62,7 @@ export class HttpResponseInterceptor implements HttpInterceptor {
                 undefined,
                 { duration: 6000 }
               );
-            } else {
+            } else if (!error.url.endsWith('auth/anonymous')) {
               this.snackBarRef = this.snackBar.open(
                 $localize`This feature requires a subscription.`,
                 this.hasPermissionForSubscription

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

@@ -38,6 +38,13 @@ const routes: Routes = [
             (m) => m.LicensePageModule
           )
       })),
+      {
+        path: 'oss-friends',
+        loadChildren: () =>
+          import('./oss-friends/oss-friends-page.module').then(
+            (m) => m.OpenSourceSoftwareFriendsPageModule
+          )
+      },
       ...[
         'privacy-policy',
         /////

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

@@ -44,7 +44,6 @@ export class AboutPageComponent implements OnDestroy, OnInit {
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((state) => {
-        if (state?.user) {
         this.tabs = [
           {
             iconName: 'reader-outline',
@@ -60,14 +59,16 @@ export class AboutPageComponent implements OnDestroy, OnInit {
             iconName: 'ribbon-outline',
             label: $localize`License`,
             path: ['/about', 'license']
-            },
-            {
+          }
+        ];
+
+        if (state?.user) {
+          this.tabs.push({
             iconName: 'shield-checkmark-outline',
             label: $localize`Privacy Policy`,
             path: ['/about', 'privacy-policy'],
             showCondition: this.hasPermissionForSubscription
-            }
-          ];
+          });
           this.user = state.user;
 
           this.hasMessage =
@@ -78,6 +79,12 @@ export class AboutPageComponent implements OnDestroy, OnInit {
 
           this.changeDetectorRef.markForCheck();
         }
+
+        this.tabs.push({
+          iconName: 'happy-outline',
+          label: 'OSS Friends',
+          path: ['/about', 'oss-friends']
+        });
       });
   }
 

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

@@ -11,14 +11,9 @@
   padding-bottom: constant(safe-area-inset-bottom);
 
   ::ng-deep {
-    gf-about-page,
-    gf-changelog-page,
-    gf-privacy-policy-page {
-      flex: 1 1 auto;
-      overflow-y: auto;
-    }
-
     .mat-mdc-tab-link-container {
+      --mat-tab-header-active-focus-indicator-color: transparent;
+      --mat-tab-header-active-hover-indicator-color: transparent;
       --mdc-tab-indicator-active-indicator-color: transparent;
 
       .mat-mdc-tab-link {

apps/client/src/app/pages/about/oss-friends/oss-friends-page-routing.module.ts

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

apps/client/src/app/pages/about/oss-friends/oss-friends-page.component.ts

@@ -0,0 +1,145 @@
+import { Component, OnDestroy } from '@angular/core';
+import { Subject } from 'rxjs';
+
+@Component({
+  host: { class: 'page' },
+  selector: 'gf-oss-friends-page',
+  styleUrls: ['./oss-friends-page.scss'],
+  templateUrl: './oss-friends-page.html'
+})
+export class OpenSourceSoftwareFriendsPageComponent implements OnDestroy {
+  public ossFriends = [
+    {
+      description: 'Build build custom software on top of your data.',
+      name: 'Appsmith',
+      url: 'https://www.appsmith.com'
+    },
+    {
+      description:
+        'BoxyHQ’s suite of APIs for security and privacy helps engineering teams build and ship compliant cloud applications faster.',
+      name: 'BoxyHQ',
+      url: 'https://boxyhq.com'
+    },
+    {
+      description:
+        'Cal.com is a scheduling tool that helps you schedule meetings without the back-and-forth emails.',
+      name: 'Cal.com',
+      url: 'https://cal.com'
+    },
+    {
+      description:
+        'Centralize community, product, and customer data to understand which companies are engaging with your open source project.',
+      name: 'Crowd.dev',
+      url: 'https://www.crowd.dev'
+    },
+    {
+      description:
+        'The Open-Source DocuSign Alternative. We aim to earn your trust by enabling you to self-host the platform and examine its inner workings.',
+      name: 'Documenso',
+      url: 'https://documenso.com'
+    },
+    {
+      description:
+        'The Open-Source HubSpot Alternative. A single XOS enables to create unique and life-changing experiences ​​that work for all types of business.',
+      name: 'Erxes',
+      url: 'https://erxes.io'
+    },
+    {
+      description:
+        'Survey granular user segments at any point in the user journey. Gather up to 6x more insights with targeted micro-surveys. All open-source.',
+      name: 'Formbricks',
+      url: 'https://formbricks.com'
+    },
+    {
+      description:
+        'GitWonk is an open-source technical documentation tool, designed and built focusing on the developer experience.',
+      name: 'GitWonk',
+      url: 'https://gitwonk.com'
+    },
+    {
+      description:
+        'Open-source authentication and user management for the passkey era. Integrated in minutes, for web and mobile apps.',
+      name: 'Hanko',
+      url: 'https://www.hanko.io'
+    },
+    {
+      description:
+        'HTMX is a dependency-free JavaScript library that allows you to access AJAX, CSS Transitions, WebSockets, and Server Sent Events directly in HTML.',
+      name: 'HTMX',
+      url: 'https://htmx.org'
+    },
+    {
+      description:
+        'Open source, end-to-end encrypted platform that lets you securely manage secrets and configs across your team, devices, and infrastructure.',
+      name: 'Infisical',
+      url: 'https://infisical.com'
+    },
+    {
+      description:
+        'Mockoon is the easiest and quickest way to design and run mock REST APIs.',
+      name: 'Mockoon',
+      url: 'https://mockoon.com'
+    },
+    {
+      description:
+        'The open-source notification infrastructure for developers. Simple components and APIs for managing all communication channels in one place.',
+      name: 'Novu',
+      url: 'https://novu.co'
+    },
+    {
+      description:
+        'Democratizing investment research through an open source financial ecosystem. The OpenBB Terminal allows everyone to perform investment research, from everywhere.',
+      name: 'OpenBB',
+      url: 'https://openbb.co'
+    },
+    {
+      description:
+        'Sniffnet is a network monitoring tool to help you easily keep track of your Internet traffic.',
+      name: 'Sniffnet',
+      url: 'https://www.sniffnet.net'
+    },
+    {
+      description: 'Software localization from A to Z made really easy.',
+      name: 'Tolgee',
+      url: 'https://tolgee.io'
+    },
+    {
+      description:
+        'Create long-running Jobs directly in your codebase with features like API integrations, webhooks, scheduling and delays.',
+      name: 'Trigger.dev',
+      url: 'https://trigger.dev'
+    },
+    {
+      description:
+        'Typebot gives you powerful blocks to create unique chat experiences. Embed them anywhere on your apps and start collecting results like magic.',
+      name: 'Typebot',
+      url: 'https://typebot.io'
+    },
+    {
+      description:
+        'A modern CRM offering the flexibility of open-source, advanced features and sleek design.',
+      name: 'Twenty',
+      url: 'https://twenty.com'
+    },
+    {
+      description:
+        'Open-source enterprise-grade serverless CMS. Own your data. Scale effortlessly. Customize everything.',
+      name: 'Webiny',
+      url: 'https://www.webiny.com'
+    },
+    {
+      description: 'Webstudio is an open source alternative to Webflow',
+      name: 'Webstudio',
+      url: 'https://webstudio.is'
+    }
+  ];
+
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor() {}
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

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

@@ -0,0 +1,36 @@
+<div class="container">
+  <div class="mb-5 row">
+    <div class="col">
+      <h3 class="d-none d-sm-block mb-3 text-center">
+        <ng-container i18n>Our</ng-container> OSS Friends
+      </h3>
+      <div class="row">
+        <div
+          *ngFor="let ossFriend of ossFriends"
+          class="col-xs-12 col-md-4 mb-3"
+        >
+          <mat-card appearance="outlined" class="d-flex flex-column h-100">
+            <mat-card-header>
+              <mat-card-title class="h4"
+                ><a target="_blank" [href]="ossFriend.url"
+                  >{{ ossFriend.name }}</a
+                ></mat-card-title
+              >
+            </mat-card-header>
+            <mat-card-content class="flex-grow-1">
+              <p>{{ ossFriend.description }}</p>
+            </mat-card-content>
+            <mat-card-actions class="justify-content-end">
+              <a mat-button target="_blank" [href]="ossFriend.url">
+                <span
+                  ><ng-container i18n>Visit</ng-container> {{ ossFriend.name
+                  }}</span
+                ><ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
+              </a>
+            </mat-card-actions>
+          </mat-card>
+        </div>
+      </div>
+    </div>
+  </div>
+</div>

apps/client/src/app/pages/about/oss-friends/oss-friends-page.module.ts

@@ -0,0 +1,19 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+
+import { OpenSourceSoftwareFriendsPageRoutingModule } from './oss-friends-page-routing.module';
+import { OpenSourceSoftwareFriendsPageComponent } from './oss-friends-page.component';
+import { MatCardModule } from '@angular/material/card';
+import { MatButtonModule } from '@angular/material/button';
+
+@NgModule({
+  declarations: [OpenSourceSoftwareFriendsPageComponent],
+  imports: [
+    CommonModule,
+    MatButtonModule,
+    MatCardModule,
+    OpenSourceSoftwareFriendsPageRoutingModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class OpenSourceSoftwareFriendsPageModule {}

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

@@ -11,16 +11,9 @@
   padding-bottom: constant(safe-area-inset-bottom);
 
   ::ng-deep {
-    gf-admin-jobs,
-    gf-admin-market-data,
-    gf-admin-overview,
-    gf-admin-settings,
-    gf-admin-users {
-      flex: 1 1 auto;
-      overflow-y: auto;
-    }
-
     .mat-mdc-tab-link-container {
+      --mat-tab-header-active-focus-indicator-color: transparent;
+      --mat-tab-header-active-hover-indicator-color: transparent;
       --mdc-tab-indicator-active-indicator-color: transparent;
 
       .mat-mdc-tab-link {

apps/client/src/app/pages/blog/2021/07/hallo-ghostfolio/hallo-ghostfolio-page-routing.module.ts

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

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

@@ -1,9 +1,12 @@
 import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
 
 @Component({
   host: { class: 'page' },
+  imports: [MatButtonModule, RouterModule],
   selector: 'gf-hallo-ghostfolio-page',
-  styleUrls: ['./hallo-ghostfolio-page.scss'],
+  standalone: true,
   templateUrl: './hallo-ghostfolio-page.html'
 })
 export class HalloGhostfolioPageComponent {}

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

@@ -1,13 +0,0 @@
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { RouterModule } from '@angular/router';
-
-import { HalloGhostfolioPageRoutingModule } from './hallo-ghostfolio-page-routing.module';
-import { HalloGhostfolioPageComponent } from './hallo-ghostfolio-page.component';
-
-@NgModule({
-  declarations: [HalloGhostfolioPageComponent],
-  imports: [CommonModule, HalloGhostfolioPageRoutingModule, RouterModule],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class HalloGhostfolioPageModule {}

apps/client/src/app/pages/blog/2021/07/hello-ghostfolio/hello-ghostfolio-page-routing.module.ts

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

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

@@ -1,9 +1,12 @@
 import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
 
 @Component({
   host: { class: 'page' },
+  imports: [MatButtonModule, RouterModule],
   selector: 'gf-hello-ghostfolio-page',
-  styleUrls: ['./hello-ghostfolio-page.scss'],
+  standalone: true,
   templateUrl: './hello-ghostfolio-page.html'
 })
 export class HelloGhostfolioPageComponent {}

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

@@ -1,13 +0,0 @@
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { RouterModule } from '@angular/router';
-
-import { HelloGhostfolioPageRoutingModule } from './hello-ghostfolio-page-routing.module';
-import { HelloGhostfolioPageComponent } from './hello-ghostfolio-page.component';
-
-@NgModule({
-  declarations: [HelloGhostfolioPageComponent],
-  imports: [CommonModule, HelloGhostfolioPageRoutingModule, RouterModule],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class HelloGhostfolioPageModule {}

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

@@ -1,3 +0,0 @@
-:host {
-  display: block;
-}

apps/client/src/app/pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page-routing.module.ts

@@ -1,20 +0,0 @@
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
-import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
-
-import { FirstMonthsInOpenSourcePageComponent } from './first-months-in-open-source-page.component';
-
-const routes: Routes = [
-  {
-    canActivate: [AuthGuard],
-    component: FirstMonthsInOpenSourcePageComponent,
-    path: '',
-    title: 'First months in Open Source'
-  }
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class FirstMonthsInOpenSourceRoutingModule {}

apps/client/src/app/pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.component.ts

@@ -1,9 +1,12 @@
 import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
 
 @Component({
   host: { class: 'page' },
+  imports: [MatButtonModule, RouterModule],
   selector: 'gf-first-months-in-open-source-page',
-  styleUrls: ['./first-months-in-open-source-page.scss'],
+  standalone: true,
   templateUrl: './first-months-in-open-source-page.html'
 })
 export class FirstMonthsInOpenSourcePageComponent {}

apps/client/src/app/pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.module.ts

@@ -1,13 +0,0 @@
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { RouterModule } from '@angular/router';
-
-import { FirstMonthsInOpenSourceRoutingModule } from './first-months-in-open-source-page-routing.module';
-import { FirstMonthsInOpenSourcePageComponent } from './first-months-in-open-source-page.component';
-
-@NgModule({
-  declarations: [FirstMonthsInOpenSourcePageComponent],
-  imports: [CommonModule, FirstMonthsInOpenSourceRoutingModule, RouterModule],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class FirstMonthsInOpenSourcePageModule {}

apps/client/src/app/pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.scss

@@ -1,3 +0,0 @@
-:host {
-  display: block;
-}

apps/client/src/app/pages/blog/2022/07/ghostfolio-meets-internet-identity/ghostfolio-meets-internet-identity-page-routing.module.ts

@@ -1,20 +0,0 @@
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
-import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
-
-import { GhostfolioMeetsInternetIdentityPageComponent } from './ghostfolio-meets-internet-identity-page.component';
-
-const routes: Routes = [
-  {
-    canActivate: [AuthGuard],
-    component: GhostfolioMeetsInternetIdentityPageComponent,
-    path: '',
-    title: 'Ghostfolio meets Internet Identity'
-  }
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class GhostfolioMeetsInternetIdentityRoutingModule {}

apps/client/src/app/pages/blog/2022/07/ghostfolio-meets-internet-identity/ghostfolio-meets-internet-identity-page.component.ts

@@ -1,9 +1,12 @@
 import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
 
 @Component({
   host: { class: 'page' },
+  imports: [MatButtonModule, RouterModule],
   selector: 'gf-ghostfolio-meets-internet-identity-page',
-  styleUrls: ['./ghostfolio-meets-internet-identity-page.scss'],
+  standalone: true,
   templateUrl: './ghostfolio-meets-internet-identity-page.html'
 })
 export class GhostfolioMeetsInternetIdentityPageComponent {}

apps/client/src/app/pages/blog/2022/07/ghostfolio-meets-internet-identity/ghostfolio-meets-internet-identity-page.module.ts

@@ -1,17 +0,0 @@
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { RouterModule } from '@angular/router';
-
-import { GhostfolioMeetsInternetIdentityRoutingModule } from './ghostfolio-meets-internet-identity-page-routing.module';
-import { GhostfolioMeetsInternetIdentityPageComponent } from './ghostfolio-meets-internet-identity-page.component';
-
-@NgModule({
-  declarations: [GhostfolioMeetsInternetIdentityPageComponent],
-  imports: [
-    CommonModule,
-    GhostfolioMeetsInternetIdentityRoutingModule,
-    RouterModule
-  ],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class GhostfolioMeetsInternetIdentityPageModule {}

apps/client/src/app/pages/blog/2022/07/ghostfolio-meets-internet-identity/ghostfolio-meets-internet-identity-page.scss

@@ -1,3 +0,0 @@
-:host {
-  display: block;
-}

apps/client/src/app/pages/blog/2022/07/how-do-i-get-my-finances-in-order/how-do-i-get-my-finances-in-order-page-routing.module.ts

@@ -1,20 +0,0 @@
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
-import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
-
-import { HowDoIGetMyFinancesInOrderPageComponent } from './how-do-i-get-my-finances-in-order-page.component';
-
-const routes: Routes = [
-  {
-    canActivate: [AuthGuard],
-    component: HowDoIGetMyFinancesInOrderPageComponent,
-    path: '',
-    title: 'How do I get my finances in order?'
-  }
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class HowDoIGetMyFinancesInOrderRoutingModule {}