Release 2.22.0 (#2638)

* Refactor to unique asset in getRange()

* Update changelog

.github/workflows/docker-image.yml

@@ -21,6 +21,7 @@ jobs:
         with:
           images: ghostfolio/ghostfolio
           tags: |
+            type=semver,pattern={{major}}
             type=semver,pattern={{version}}
 
       - name: Set up QEMU

.gitignore

@@ -27,6 +27,7 @@
 /.angular/cache
 .env
 .env.prod
+.nx/cache
 /.sass-cache
 /connect.lock
 /coverage

.prettierignore

@@ -1,2 +1,3 @@
+/.nx/cache
 /dist
 /test/import

CHANGELOG.md

@@ -5,6 +5,144 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## 2.22.0 - 2023-11-11
+
+### Added
+
+- Added the platform icon to the account selectors in the cash balance transfer from one to another account
+- Added the platform icon to the account selector of the create or edit activity dialog
+
+### Changed
+
+- Optimized the style of the carousel component on mobile for the testimonial section on the landing page
+- Introduced action menus in the overview of the admin control panel
+- Harmonized the name column in the historical market data table of the admin control panel
+- Refactored the implementation of the data range functionality (`getRange()`) in the market data service
+
+## 2.21.0 - 2023-11-09
+
+### Changed
+
+- Extended the system message
+
+### Fixed
+
+- Fixed the unit for the _Zen Mode_ in the overview tab of the home page
+- Fixed an issue to get quotes in the _Financial Modeling Prep_ service
+
+## 2.20.0 - 2023-11-08
+
+### Changed
+
+- Removed the loading indicator of the unit in the overview tab of the home page
+- Improved the import of historical market data in the admin control panel
+- Increased the timeout in the health check endpoint for data enhancers
+- Increased the timeout in the health check endpoint for data providers
+- Removed the account type from the `Account` database schema
+
+## 2.19.0 - 2023-11-06
+
+### Added
+
+- Added a data migration to set `accountType` to `NULL` in the account database table
+
+### Changed
+
+- Improved the language localization for the _Fear & Greed Index_ (market mood)
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Improved the handling of derived currencies (`GBp`, `ILA`, `ZAc`)
+
+## 2.18.0 - 2023-11-05
+
+### Added
+
+- Added support to import activities by `isin` in the _Yahoo Finance_ service
+- Added a new tag with the major version to the docker image on _Docker Hub_
+- Added a blog post: _Hacktoberfest 2023 Debriefing_
+
+### Changed
+
+- Upgraded `angular` from version `16.2.1` to `16.2.12`
+
+### Fixed
+
+- Fixed an issue to get quotes in the _CoinGecko_ service
+- Loosened the validation in the activities import (expects values greater than or equal to 0 for `fee`, `quantity` and `unitPrice`)
+- Handled an issue with a failing database query (`account.findMany()`) related to activities without account
+
+## 2.17.0 - 2023-11-02
+
+### Added
+
+- Added a button to edit the exchange rates in the admin control panel
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed an issue in the biometric authentication
+- Fixed the alignment of the icons in various menus
+
+## 2.16.0 - 2023-10-29
+
+### Changed
+
+- Improved the check for duplicates in the preview step of the activities import (allow different accounts)
+- Improved the usability and validation in the cash balance transfer from one to another account
+- Changed the checkboxes to slide toggles in the overview of the admin control panel
+- Switched from the deprecated (`PUT`) to the new endpoint (`POST`) to manage historical market data in the asset profile details dialog of the admin control panel
+- Improved the date parsing in the import historical market data of the admin control panel
+- Improved the localized meta data (keywords) in `html` files
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.4.2` to `5.5.2`
+
+## 2.15.0 - 2023-10-26
+
+### Added
+
+- Added support to edit the name, asset class and asset sub class of asset profiles with `MANUAL` data source in the asset profile details dialog of the admin control panel
+
+### Changed
+
+- Improved the style and wording of the position detail dialog
+- Improved the validation in the activities import (expects positive values for `fee`, `quantity` and `unitPrice`)
+- Improved the validation in the cash balance transfer from one to another account (expects a positive value)
+- Changed the currency selector in the create or update account dialog to `@angular/material/autocomplete`
+- Upgraded `Nx` from version `16.7.4` to `17.0.2`
+- Upgraded `uuid` from version `9.0.0` to `9.0.1`
+- Upgraded `yahoo-finance2` from version `2.8.0` to `2.8.1`
+
+### Fixed
+
+- Fixed the chart in the account detail dialog for accounts excluded from analysis
+- Verified the current benchmark before loading it on the analysis page
+
+## 2.14.0 - 2023-10-21
+
+### Added
+
+- Added the _OpenFIGI_ data enhancer for _Financial Instrument Global Identifier_ (FIGI)
+- Added `figi`, `figiComposite` and `figiShareClass` to the asset profile model
+
+### Changed
+
+- Moved the fees on account level feature from experimental to general availability
+- Moved the interest on account level feature from experimental to general availability
+- Moved the search for a holding from experimental to general availability
+- Improved the error message in the activities import for `csv` files
+- Removed the application version from the client
+- Allowed to edit today’s historical market data in the asset profile details dialog of the admin control panel
+
+### Fixed
+
+- Fixed the style of the active page in the header navigation
+- Trimmed text in `i18n` service to query `messages.*.xlf` files on the server
+
 ## 2.13.0 - 2023-10-20
 
 ### Added
@@ -258,7 +396,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added health check endpoints for data enhancers
+- Added a health check endpoint for data enhancers
 
 ### Changed
 
@@ -434,7 +572,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Improved the usability of the login dialog
-- Disabled the caching in the health check endpoints for data providers
+- Disabled the caching in the health check endpoint for data providers
 - Improved the content of the Frequently Asked Questions (FAQ) page
 - Upgraded `prisma` from version `4.15.0` to `4.16.2`
 
@@ -822,7 +960,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Added a fallback to historical market data if a data provider does not provide live data
 - Added a general health check endpoint
-- Added health check endpoints for data providers
+- Added a health check endpoint for data providers
 
 ### Changed
 

DEVELOPMENT.md

@@ -1,5 +1,17 @@
 # Ghostfolio Development Guide
 
+## Experimental Features
+
+New functionality can be enabled using a feature flag switch from the user settings.
+
+### Backend
+
+Remove permission in `UserService` using `without()`
+
+### Frontend
+
+Use `*ngIf="user?.settings?.isExperimentalFeatures"` in HTML template
+
 ## Git
 
 ### Rebase
@@ -8,6 +20,12 @@
 
 ## Dependencies
 
+### Angular
+
+#### Upgrade (minor versions)
+
+1. Run `npx npm-check-updates --upgrade --target "minor" --filter "/@angular.*/"`
+
 ### Nx
 
 #### Upgrade

README.md

@@ -230,18 +230,18 @@ Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TO
 }
 ```
 
-| Field      | Type                | Description                                        |
-| ---------- | ------------------- | -------------------------------------------------- |
-| accountId  | string (`optional`) | Id of the account                                  |
-| comment    | string (`optional`) | Comment of the activity                            |
-| currency   | string              | `CHF` \| `EUR` \| `USD` etc.                       |
-| dataSource | string              | `MANUAL` (for type `ITEM`) \| `YAHOO`              |
-| date       | string              | Date in the format `ISO-8601`                      |
-| fee        | number              | Fee of the activity                                |
-| quantity   | number              | Quantity of the activity                           |
-| symbol     | string              | Symbol of the activity (suitable for `dataSource`) |
-| type       | string              | `BUY` \| `DIVIDEND` \| `ITEM` \| `SELL`            |
-| unitPrice  | number              | Price per unit of the activity                     |
+| Field      | Type                | Description                                                                   |
+| ---------- | ------------------- | ----------------------------------------------------------------------------- |
+| accountId  | string (`optional`) | Id of the account                                                             |
+| comment    | string (`optional`) | Comment of the activity                                                       |
+| currency   | string              | `CHF` \| `EUR` \| `USD` etc.                                                  |
+| dataSource | string              | `COINGECKO` \| `MANUAL` (for type `ITEM`) \| `YAHOO`                          |
+| date       | string              | Date in the format `ISO-8601`                                                 |
+| fee        | number              | Fee of the activity                                                           |
+| quantity   | number              | Quantity of the activity                                                      |
+| symbol     | string              | Symbol of the activity (suitable for `dataSource`)                            |
+| type       | string              | `BUY` \| `DIVIDEND` \| `FEE` \| `INTEREST` \| `ITEM` \| `LIABILITY` \| `SELL` |
+| unitPrice  | number              | Price per unit of the activity                                                |
 
 #### Response
 

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

@@ -190,36 +190,46 @@ export class AccountController {
       this.request.user.id
     );
 
-    const currentAccountIds = accountsOfUser.map(({ id }) => {
-      return id;
+    const accountFrom = accountsOfUser.find(({ id }) => {
+      return id === accountIdFrom;
     });
 
-    if (
-      ![accountIdFrom, accountIdTo].every((accountId) => {
-        return currentAccountIds.includes(accountId);
-      })
-    ) {
+    const accountTo = accountsOfUser.find(({ id }) => {
+      return id === accountIdTo;
+    });
+
+    if (!accountFrom || !accountTo) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.NOT_FOUND),
         StatusCodes.NOT_FOUND
       );
     }
 
-    const { currency } = accountsOfUser.find(({ id }) => {
-      return id === accountIdFrom;
-    });
+    if (accountFrom.id === accountTo.id) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    if (accountFrom.balance < balance) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
 
     await this.accountService.updateAccountBalance({
-      currency,
-      accountId: accountIdFrom,
+      accountId: accountFrom.id,
       amount: -balance,
+      currency: accountFrom.currency,
       userId: this.request.user.id
     });
 
     await this.accountService.updateAccountBalance({
-      currency,
-      accountId: accountIdTo,
+      accountId: accountTo.id,
       amount: balance,
+      currency: accountFrom.currency,
       userId: this.request.user.id
     });
   }

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

@@ -1,4 +1,3 @@
-import { AccountType } from '@prisma/client';
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsBoolean,
@@ -10,10 +9,6 @@ import {
 import { isString } from 'lodash';
 
 export class CreateAccountDto {
-  @IsOptional()
-  @IsString()
-  accountType?: AccountType;
-
   @IsNumber()
   balance: number;
 

apps/api/src/app/account/transfer-balance.dto.ts

@@ -1,4 +1,4 @@
-import { IsNumber, IsString } from 'class-validator';
+import { IsNumber, IsPositive, IsString } from 'class-validator';
 
 export class TransferBalanceDto {
   @IsString()
@@ -8,5 +8,6 @@ export class TransferBalanceDto {
   accountIdTo: string;
 
   @IsNumber()
+  @IsPositive()
   balance: number;
 }

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

@@ -1,4 +1,3 @@
-import { AccountType } from '@prisma/client';
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsBoolean,
@@ -10,10 +9,6 @@ import {
 import { isString } from 'lodash';
 
 export class UpdateAccountDto {
-  @IsOptional()
-  @IsString()
-  accountType?: AccountType;
-
   @IsNumber()
   balance: number;
 

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

@@ -7,7 +7,10 @@ import {
   GATHER_ASSET_PROFILE_PROCESS,
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
-import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
+import {
+  getAssetProfileIdentifier,
+  resetHours
+} from '@ghostfolio/common/helper';
 import {
   AdminData,
   AdminMarketData,
@@ -331,9 +334,9 @@ export class AdminController {
     const dataBulkUpdate: Prisma.MarketDataUpdateInput[] = data.marketData.map(
       ({ date, marketPrice }) => ({
         dataSource,
-        date,
         marketPrice,
         symbol,
+        date: resetHours(parseISO(date)),
         state: 'CLOSE'
       })
     );

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

@@ -23,7 +23,13 @@ import {
 } 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 {
+  AssetSubClass,
+  DataSource,
+  Prisma,
+  Property,
+  SymbolProfile
+} from '@prisma/client';
 import { differenceInDays } from 'date-fns';
 import { groupBy } from 'lodash';
 
@@ -94,9 +100,17 @@ export class AdminService {
           return currency !== DEFAULT_CURRENCY;
         })
         .map((currency) => {
+          const label1 = DEFAULT_CURRENCY;
+          const label2 = currency;
+
           return {
-            label1: DEFAULT_CURRENCY,
-            label2: currency,
+            label1,
+            label2,
+            dataSource:
+              DataSource[
+                this.configurationService.get('DATA_SOURCE_EXCHANGE_RATES')
+              ],
+            symbol: `${label1}${label2}`,
             value: this.exchangeRateDataService.toCurrency(
               1,
               DEFAULT_CURRENCY,
@@ -303,15 +317,21 @@ export class AdminService {
   }
 
   public async patchAssetProfileData({
+    assetClass,
+    assetSubClass,
     comment,
     dataSource,
+    name,
     scraperConfiguration,
     symbol,
     symbolMapping
   }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
     await this.symbolProfileService.updateSymbolProfile({
+      assetClass,
+      assetSubClass,
       comment,
       dataSource,
+      name,
       scraperConfiguration,
       symbol,
       symbolMapping

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

@@ -1,11 +1,23 @@
-import { Prisma } from '@prisma/client';
-import { IsObject, IsOptional, IsString } from 'class-validator';
+import { AssetClass, AssetSubClass, Prisma } from '@prisma/client';
+import { IsEnum, IsObject, IsOptional, IsString } from 'class-validator';
 
 export class UpdateAssetProfileDto {
+  @IsEnum(AssetClass, { each: true })
+  @IsOptional()
+  assetClass?: AssetClass;
+
+  @IsEnum(AssetSubClass, { each: true })
+  @IsOptional()
+  assetSubClass?: AssetSubClass;
+
   @IsString()
   @IsOptional()
   comment?: string;
 
+  @IsString()
+  @IsOptional()
+  name?: string;
+
   @IsObject()
   @IsOptional()
   scraperConfiguration?: Prisma.InputJsonObject;

apps/api/src/app/admin/update-market-data.dto.ts

@@ -1,9 +1,9 @@
-import { IsDate, IsNumber, IsOptional } from 'class-validator';
+import { IsISO8601, IsNumber, IsOptional } from 'class-validator';
 
 export class UpdateMarketDataDto {
-  @IsDate()
+  @IsISO8601()
   @IsOptional()
-  date?: Date;
+  date?: string;
 
   @IsNumber()
   marketPrice: number;

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

@@ -83,6 +83,7 @@ export class ImportService {
 
         const isDuplicate = orders.some((activity) => {
           return (
+            activity.accountId === Account?.id &&
             activity.SymbolProfile.currency === assetProfile.currency &&
             activity.SymbolProfile.dataSource === assetProfile.dataSource &&
             isSameDay(activity.date, parseDate(dateString)) &&
@@ -280,6 +281,9 @@ export class ImportService {
         createdAt,
         currency,
         dataSource,
+        figi,
+        figiComposite,
+        figiShareClass,
         id,
         isin,
         name,
@@ -350,6 +354,9 @@ export class ImportService {
             createdAt,
             currency,
             dataSource,
+            figi,
+            figiComposite,
+            figiShareClass,
             id,
             isin,
             name,
@@ -476,6 +483,7 @@ export class ImportService {
         const date = parseISO(<string>(<unknown>dateString));
         const isDuplicate = existingActivities.some((activity) => {
           return (
+            activity.accountId === accountId &&
             activity.SymbolProfile.currency === currency &&
             activity.SymbolProfile.dataSource === dataSource &&
             isSameDay(activity.date, date) &&
@@ -509,6 +517,9 @@ export class ImportService {
             comment: null,
             countries: null,
             createdAt: undefined,
+            figi: null,
+            figiComposite: null,
+            figiShareClass: null,
             id: undefined,
             isin: null,
             name: null,

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

@@ -15,7 +15,6 @@ import {
   PROPERTY_IS_READ_ONLY_MODE,
   PROPERTY_SLACK_COMMUNITY_USERS,
   PROPERTY_STRIPE_CONFIG,
-  PROPERTY_SYSTEM_MESSAGE,
   ghostfolioFearAndGreedIndexDataSource
 } from '@ghostfolio/common/config';
 import {
@@ -58,7 +57,6 @@ export class InfoService {
     const platforms = await this.platformService.getPlatforms({
       orderBy: { name: 'asc' }
     });
-    let systemMessage: string;
 
     const globalPermissions: string[] = [];
 
@@ -104,10 +102,6 @@ export class InfoService {
 
     if (this.configurationService.get('ENABLE_FEATURE_SYSTEM_MESSAGE')) {
       globalPermissions.push(permissions.enableSystemMessage);
-
-      systemMessage = (await this.propertyService.getByKey(
-        PROPERTY_SYSTEM_MESSAGE
-      )) as string;
     }
 
     const isUserSignupEnabled =
@@ -135,7 +129,6 @@ export class InfoService {
       platforms,
       statistics,
       subscriptions,
-      systemMessage,
       tags,
       baseCurrency: DEFAULT_CURRENCY,
       currencies: this.exchangeRateDataService.getCurrencies()

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

@@ -13,7 +13,8 @@ import {
   IsISO8601,
   IsNumber,
   IsOptional,
-  IsString
+  IsString,
+  Min
 } from 'class-validator';
 import { isString } from 'lodash';
 
@@ -48,9 +49,11 @@ export class CreateOrderDto {
   date: string;
 
   @IsNumber()
+  @Min(0)
   fee: number;
 
   @IsNumber()
+  @Min(0)
   quantity: number;
 
   @IsString()
@@ -64,6 +67,7 @@ export class CreateOrderDto {
   type: Type;
 
   @IsNumber()
+  @Min(0)
   unitPrice: number;
 
   @IsBoolean()

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

@@ -8,12 +8,12 @@ import {
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsArray,
-  IsBoolean,
   IsEnum,
   IsISO8601,
   IsNumber,
   IsOptional,
-  IsString
+  IsString,
+  Min
 } from 'class-validator';
 import { isString } from 'lodash';
 
@@ -47,12 +47,14 @@ export class UpdateOrderDto {
   date: string;
 
   @IsNumber()
+  @Min(0)
   fee: number;
 
   @IsString()
   id: string;
 
   @IsNumber()
+  @Min(0)
   quantity: number;
 
   @IsString()
@@ -66,5 +68,6 @@ export class UpdateOrderDto {
   type: Type;
 
   @IsNumber()
+  @Min(0)
   unitPrice: number;
 }

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

@@ -61,6 +61,7 @@ export const CurrentRateServiceMock = {
         for (const dataGatheringItem of dataGatheringItems) {
           values.push({
             date,
+            dataSource: dataGatheringItem.dataSource,
             marketPriceInBaseCurrency: mockGetValue(
               dataGatheringItem.symbol,
               date
@@ -74,6 +75,7 @@ export const CurrentRateServiceMock = {
         for (const dataGatheringItem of dataGatheringItems) {
           values.push({
             date,
+            dataSource: dataGatheringItem.dataSource,
             marketPriceInBaseCurrency: mockGetValue(
               dataGatheringItem.symbol,
               date

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

@@ -2,6 +2,7 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import { DataSource, MarketData } from '@prisma/client';
 
 import { CurrentRateService } from './current-rate.service';
@@ -25,30 +26,30 @@ jest.mock('@ghostfolio/api/services/market-data/market-data.service', () => {
         getRange: ({
           dateRangeEnd,
           dateRangeStart,
-          symbols
+          uniqueAssets
         }: {
           dateRangeEnd: Date;
           dateRangeStart: Date;
-          symbols: string[];
+          uniqueAssets: UniqueAsset[];
         }) => {
           return Promise.resolve<MarketData[]>([
             {
               createdAt: dateRangeStart,
-              dataSource: DataSource.YAHOO,
+              dataSource: uniqueAssets[0].dataSource,
               date: dateRangeStart,
               id: '8fa48fde-f397-4b0d-adbc-fb940e830e6d',
               marketPrice: 1841.823902,
               state: 'CLOSE',
-              symbol: symbols[0]
+              symbol: uniqueAssets[0].symbol
             },
             {
               createdAt: dateRangeEnd,
-              dataSource: DataSource.YAHOO,
+              dataSource: uniqueAssets[0].dataSource,
               date: dateRangeEnd,
               id: '082d6893-df27-4c91-8a5d-092e84315b56',
               marketPrice: 1847.839966,
               state: 'CLOSE',
-              symbol: symbols[0]
+              symbol: uniqueAssets[0].symbol
             }
           ]);
         }
@@ -134,6 +135,7 @@ describe('CurrentRateService', () => {
       errors: [],
       values: [
         {
+          dataSource: 'YAHOO',
           date: undefined,
           marketPriceInBaseCurrency: 1841.823902,
           symbol: 'AMZN'

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

@@ -2,7 +2,11 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { resetHours } from '@ghostfolio/common/helper';
-import { DataProviderInfo, ResponseError } from '@ghostfolio/common/interfaces';
+import {
+  DataProviderInfo,
+  ResponseError,
+  UniqueAsset
+} from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { isBefore, isToday } from 'date-fns';
 import { flatten, isEmpty, uniqBy } from 'lodash';
@@ -52,6 +56,7 @@ export class CurrentRateService {
 
               if (dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice) {
                 result.push({
+                  dataSource: dataGatheringItem.dataSource,
                   date: today,
                   marketPriceInBaseCurrency:
                     this.exchangeRateDataService.toCurrency(
@@ -75,27 +80,30 @@ export class CurrentRateService {
       );
     }
 
-    const symbols = dataGatheringItems.map((dataGatheringItem) => {
-      return dataGatheringItem.symbol;
-    });
+    const uniqueAssets: UniqueAsset[] = dataGatheringItems.map(
+      ({ dataSource, symbol }) => {
+        return { dataSource, symbol };
+      }
+    );
 
     promises.push(
       this.marketDataService
         .getRange({
           dateQuery,
-          symbols
+          uniqueAssets
         })
         .then((data) => {
-          return data.map((marketDataItem) => {
+          return data.map(({ dataSource, date, marketPrice, symbol }) => {
             return {
-              date: marketDataItem.date,
+              dataSource,
+              date,
+              symbol,
               marketPriceInBaseCurrency:
                 this.exchangeRateDataService.toCurrency(
-                  marketDataItem.marketPrice,
-                  currencies[marketDataItem.symbol],
+                  marketPrice,
+                  currencies[symbol],
                   userCurrency
-                ),
-              symbol: marketDataItem.symbol
+                )
             };
           });
         })
@@ -112,7 +120,7 @@ export class CurrentRateService {
     };
 
     if (!isEmpty(quoteErrors)) {
-      for (const { symbol } of quoteErrors) {
+      for (const { dataSource, symbol } of quoteErrors) {
         try {
           // If missing quote, fallback to the latest available historical market price
           let value: GetValueObject = response.values.find((currentValue) => {
@@ -121,6 +129,7 @@ export class CurrentRateService {
 
           if (!value) {
             value = {
+              dataSource,
               symbol,
               date: today,
               marketPriceInBaseCurrency: 0

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

@@ -1,5 +1,6 @@
-export interface GetValueObject {
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
+
+export interface GetValueObject extends UniqueAsset {
   date: Date;
   marketPriceInBaseCurrency: number;
-  symbol: string;
 }

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

@@ -323,7 +323,8 @@ export class PortfolioController {
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('range') dateRange: DateRange = 'max',
-    @Query('tags') filterByTags?: string
+    @Query('tags') filterByTags?: string,
+    @Query('withExcludedAccounts') withExcludedAccounts = false
   ): Promise<PortfolioPerformanceResponse> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
@@ -335,6 +336,7 @@ export class PortfolioController {
       dateRange,
       filters,
       impersonationId,
+      withExcludedAccounts,
       userId: this.request.user.id
     });
 

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

@@ -372,20 +372,23 @@ export class PortfolioService {
     filters,
     impersonationId,
     userCurrency,
-    userId
+    userId,
+    withExcludedAccounts = false
   }: {
     dateRange?: DateRange;
     filters?: Filter[];
     impersonationId: string;
     userCurrency: string;
     userId: string;
+    withExcludedAccounts?: boolean;
   }): Promise<HistoricalDataContainer> {
     userId = await this.getUserId(impersonationId, userId);
 
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
         filters,
-        userId
+        userId,
+        withExcludedAccounts
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -1110,12 +1113,14 @@ export class PortfolioService {
     dateRange = 'max',
     filters,
     impersonationId,
-    userId
+    userId,
+    withExcludedAccounts = false
   }: {
     dateRange?: DateRange;
     filters?: Filter[];
     impersonationId: string;
     userId: string;
+    withExcludedAccounts?: boolean;
   }): Promise<PortfolioPerformanceResponse> {
     userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
@@ -1124,7 +1129,8 @@ export class PortfolioService {
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
         filters,
-        userId
+        userId,
+        withExcludedAccounts
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -1174,7 +1180,8 @@ export class PortfolioService {
       filters,
       impersonationId,
       userCurrency,
-      userId
+      userId,
+      withExcludedAccounts
     });
 
     const itemOfToday = historicalDataContainer.items.find((item) => {
@@ -1763,7 +1770,7 @@ export class PortfolioService {
     filters,
     includeDrafts = false,
     userId,
-    withExcludedAccounts
+    withExcludedAccounts = false
   }: {
     filters?: Filter[];
     includeDrafts?: boolean;
@@ -1851,7 +1858,7 @@ export class PortfolioService {
     portfolioItemsNow,
     userCurrency,
     userId,
-    withExcludedAccounts
+    withExcludedAccounts = false
   }: {
     filters?: Filter[];
     orders: OrderWithAccount[];
@@ -1885,9 +1892,13 @@ export class PortfolioService {
       });
     } else {
       const accountIds = uniq(
-        orders.map(({ accountId }) => {
-          return accountId;
-        })
+        orders
+          .filter(({ accountId }) => {
+            return accountId;
+          })
+          .map(({ accountId }) => {
+            return accountId;
+          })
       );
 
       currentAccounts = await this.accountService.accounts({

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

@@ -104,7 +104,7 @@ export class SubscriptionController {
     response.redirect(
       `${this.configurationService.get(
         'ROOT_URL'
-      )}/${DEFAULT_LANGUAGE_CODE}/account`
+      )}/${DEFAULT_LANGUAGE_CODE}/account/membership`
     );
   }
 

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

@@ -40,7 +40,12 @@ export class SymbolService {
 
         const marketData = await this.marketDataService.getRange({
           dateQuery: { gte: subDays(new Date(), days) },
-          symbols: [dataGatheringItem.symbol]
+          uniqueAssets: [
+            {
+              dataSource: dataGatheringItem.dataSource,
+              symbol: dataGatheringItem.symbol
+            }
+          ]
         });
 
         historicalData = marketData.map(({ date, marketPrice: value }) => {

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

@@ -7,9 +7,14 @@ import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import {
   DEFAULT_CURRENCY,
   PROPERTY_IS_READ_ONLY_MODE,
+  PROPERTY_SYSTEM_MESSAGE,
   locale
 } from '@ghostfolio/common/config';
-import { User as IUser, UserSettings } from '@ghostfolio/common/interfaces';
+import {
+  User as IUser,
+  SystemMessage,
+  UserSettings
+} from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
   hasRole,
@@ -48,6 +53,17 @@ export class UserService {
       orderBy: { alias: 'asc' },
       where: { GranteeUser: { id } }
     });
+
+    let systemMessage: SystemMessage;
+
+    const systemMessageProperty = (await this.propertyService.getByKey(
+      PROPERTY_SYSTEM_MESSAGE
+    )) as SystemMessage;
+
+    if (systemMessageProperty?.targetGroups?.includes(subscription.type)) {
+      systemMessage = systemMessageProperty;
+    }
+
     let tags = await this.tagService.getByUser(id);
 
     if (
@@ -61,6 +77,7 @@ export class UserService {
       id,
       permissions,
       subscription,
+      systemMessage,
       tags,
       access: access.map((accessItem) => {
         return {
@@ -110,7 +127,9 @@ export class UserService {
       updatedAt
     } = await this.prismaService.user.findUnique({
       include: {
-        Account: true,
+        Account: {
+          include: { Platform: true }
+        },
         Analytics: true,
         Settings: true,
         Subscription: true
@@ -164,10 +183,10 @@ export class UserService {
     let currentPermissions = getPermissions(user.role);
 
     if (!(user.Settings.settings as UserSettings).isExperimentalFeatures) {
-      currentPermissions = without(
-        currentPermissions,
-        permissions.accessAssistant
-      );
+      // currentPermissions = without(
+      //   currentPermissions,
+      //   permissions.xyz
+      // );
     }
 
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
@@ -233,8 +252,8 @@ export class UserService {
       currentPermissions.push(permissions.impersonateAllUsers);
     }
 
-    user.Account = sortBy(user.Account, (account) => {
-      return account.name;
+    user.Account = sortBy(user.Account, ({ name }) => {
+      return name.toLowerCase();
     });
     user.permissions = currentPermissions.sort();
 

apps/api/src/assets/sitemap.xml

@@ -54,10 +54,30 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -82,6 +102,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -94,6 +118,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -102,6 +130,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -110,6 +142,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -134,6 +170,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -166,10 +206,22 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ueber-uns</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -274,6 +326,10 @@
     <loc>https://ghostfol.io/en/blog/2023/09/hacktoberfest-2023</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2023/11/hacktoberfest-2023-debriefing</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>
@@ -308,10 +364,30 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-allvue-systems</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-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -336,6 +412,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finwise</loc>
+    <lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@@ -348,6 +428,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-intuit-mint</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>
@@ -356,6 +440,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-magnifi</loc>
+    <lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@@ -364,6 +452,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -388,6 +480,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -420,10 +516,22 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-wealthica</loc>
+    <lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/es</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -590,12 +698,32 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   <url>
-    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-campmon</loc>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   <url>
@@ -618,6 +746,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -630,6 +762,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -638,6 +774,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -646,6 +786,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -670,6 +814,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -702,10 +850,22 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-ynab</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>
@@ -718,10 +878,30 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -746,6 +926,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -758,6 +942,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -766,6 +954,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -774,6 +966,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -798,6 +994,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -830,10 +1030,22 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/functionaliteiten</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>

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

@@ -12,13 +12,12 @@ import { DATE_FORMAT, interpolate } from '@ghostfolio/common/helper';
 import { format } from 'date-fns';
 import { NextFunction, Request, Response } from 'express';
 
-const title = 'Ghostfolio – Open Source Wealth Management Software';
-const titleShort = 'Ghostfolio';
-
 const i18nService = new I18nService();
 
 let indexHtmlMap: { [languageCode: string]: string } = {};
 
+const title = 'Ghostfolio';
+
 try {
   indexHtmlMap = SUPPORTED_LANGUAGE_CODES.reduce(
     (map, languageCode) => ({
@@ -35,47 +34,51 @@ try {
 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}`
+    title: `Ghostfolio auf Sackgeld.com vorgestellt - ${title}`
   },
   '/en/blog/2022/08/500-stars-on-github': {
     featureGraphicPath: 'assets/images/blog/500-stars-on-github.jpg',
-    title: `500 Stars - ${titleShort}`
+    title: `500 Stars - ${title}`
   },
   '/en/blog/2022/10/hacktoberfest-2022': {
     featureGraphicPath: 'assets/images/blog/hacktoberfest-2022.png',
-    title: `Hacktoberfest 2022 - ${titleShort}`
+    title: `Hacktoberfest 2022 - ${title}`
   },
   '/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}`
+    title: `The importance of tracking your personal finances - ${title}`
   },
   '/en/blog/2023/02/ghostfolio-meets-umbrel': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-x-umbrel.png',
-    title: `Ghostfolio meets Umbrel - ${titleShort}`
+    title: `Ghostfolio meets Umbrel - ${title}`
   },
   '/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}`
+    title: `Ghostfolio reaches 1’000 Stars on GitHub - ${title}`
   },
   '/en/blog/2023/05/unlock-your-financial-potential-with-ghostfolio': {
     featureGraphicPath: 'assets/images/blog/20230520.jpg',
-    title: `Unlock your Financial Potential with Ghostfolio - ${titleShort}`
+    title: `Unlock your Financial Potential with Ghostfolio - ${title}`
   },
   '/en/blog/2023/07/exploring-the-path-to-fire': {
     featureGraphicPath: 'assets/images/blog/20230701.jpg',
-    title: `Exploring the Path to FIRE - ${titleShort}`
+    title: `Exploring the Path to FIRE - ${title}`
   },
   '/en/blog/2023/08/ghostfolio-joins-oss-friends': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-joins-oss-friends.png',
-    title: `Ghostfolio joins OSS Friends - ${titleShort}`
+    title: `Ghostfolio joins OSS Friends - ${title}`
   },
   '/en/blog/2023/09/ghostfolio-2': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-2.jpg',
-    title: `Announcing Ghostfolio 2.0 - ${titleShort}`
+    title: `Announcing Ghostfolio 2.0 - ${title}`
   },
   '/en/blog/2023/09/hacktoberfest-2023': {
     featureGraphicPath: 'assets/images/blog/hacktoberfest-2023.png',
-    title: `Hacktoberfest 2023 - ${titleShort}`
+    title: `Hacktoberfest 2023 - ${title}`
+  },
+  '/en/blog/2023/11/hacktoberfest-2023-debriefing': {
+    featureGraphicPath: 'assets/images/blog/hacktoberfest-2023.png',
+    title: `Hacktoberfest 2023 Debriefing - ${title}`
   }
 };
 
@@ -128,7 +131,16 @@ export const HtmlTemplateMiddleware = async (
       }),
       featureGraphicPath:
         locales[path]?.featureGraphicPath ?? 'assets/cover.png',
-      title: locales[path]?.title ?? title
+      keywords: i18nService.getTranslation({
+        languageCode,
+        id: 'metaKeywords'
+      }),
+      title:
+        locales[path]?.title ??
+        `${title} – ${i18nService.getTranslation({
+          languageCode,
+          id: 'slogan'
+        })}`
     });
 
     return response.send(indexHtml);

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

@@ -38,6 +38,7 @@ export class ConfigurationService {
       JWT_SECRET_KEY: str({}),
       MAX_ACTIVITIES_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
       MAX_ITEM_IN_CACHE: num({ default: 9999 }),
+      OPEN_FIGI_API_KEY: str({ default: '' }),
       PORT: port({ default: 3333 }),
       RAPID_API_API_KEY: str({ default: '' }),
       REDIS_HOST: str({ default: 'localhost' }),

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

@@ -164,6 +164,9 @@ export class DataGatheringService {
         countries,
         currency,
         dataSource,
+        figi,
+        figiComposite,
+        figiShareClass,
         isin,
         name,
         sectors,
@@ -178,6 +181,9 @@ export class DataGatheringService {
             countries,
             currency,
             dataSource,
+            figi,
+            figiComposite,
+            figiShareClass,
             isin,
             name,
             sectors,
@@ -189,6 +195,9 @@ export class DataGatheringService {
             assetSubClass,
             countries,
             currency,
+            figi,
+            figiComposite,
+            figiShareClass,
             isin,
             name,
             sectors,

apps/api/src/services/data-provider/alpha-vantage/alpha-vantage.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 } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
@@ -105,9 +106,13 @@ export class AlphaVantageService implements DataProviderInterface {
     return DataSource.ALPHA_VANTAGE;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
     return {};
   }
 

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

@@ -134,13 +134,17 @@ export class CoinGeckoService implements DataProviderInterface {
     return DataSource.COINGECKO;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    const results: { [symbol: string]: IDataProviderResponse } = {};
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
-      return {};
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
@@ -148,10 +152,10 @@ export class CoinGeckoService implements DataProviderInterface {
 
       setTimeout(() => {
         abortController.abort();
-      }, DEFAULT_REQUEST_TIMEOUT);
+      }, requestTimeout);
 
-      const response = await got(
-        `${this.URL}/simple/price?ids=${aSymbols.join(
+      const quotes = await got(
+        `${this.URL}/simple/price?ids=${symbols.join(
           ','
         )}&vs_currencies=${DEFAULT_CURRENCY.toLowerCase()}`,
         {
@@ -160,22 +164,20 @@ export class CoinGeckoService implements DataProviderInterface {
         }
       ).json<any>();
 
-      for (const symbol in response) {
-        if (Object.prototype.hasOwnProperty.call(response, symbol)) {
-          results[symbol] = {
-            currency: DEFAULT_CURRENCY,
-            dataProviderInfo: this.getDataProviderInfo(),
-            dataSource: DataSource.COINGECKO,
-            marketPrice: response[symbol][DEFAULT_CURRENCY.toLowerCase()],
-            marketState: 'open'
-          };
-        }
+      for (const symbol in quotes) {
+        response[symbol] = {
+          currency: DEFAULT_CURRENCY,
+          dataProviderInfo: this.getDataProviderInfo(),
+          dataSource: DataSource.COINGECKO,
+          marketPrice: quotes[symbol][DEFAULT_CURRENCY.toLowerCase()],
+          marketState: 'open'
+        };
       }
     } catch (error) {
       Logger.error(error, 'CoinGeckoService');
     }
 
-    return results;
+    return response;
   }
 
   public getTestSymbol() {

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

@@ -1,5 +1,6 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { CryptocurrencyModule } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.module';
+import { OpenFigiDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/openfigi/openfigi.service';
 import { TrackinsightDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/trackinsight/trackinsight.service';
 import { YahooFinanceDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service';
 import { Module } from '@nestjs/common';
@@ -9,6 +10,7 @@ import { DataEnhancerService } from './data-enhancer.service';
 @Module({
   exports: [
     DataEnhancerService,
+    OpenFigiDataEnhancerService,
     TrackinsightDataEnhancerService,
     YahooFinanceDataEnhancerService,
     'DataEnhancers'
@@ -16,15 +18,21 @@ import { DataEnhancerService } from './data-enhancer.service';
   imports: [ConfigurationModule, CryptocurrencyModule],
   providers: [
     DataEnhancerService,
+    OpenFigiDataEnhancerService,
     TrackinsightDataEnhancerService,
     YahooFinanceDataEnhancerService,
     {
       inject: [
+        OpenFigiDataEnhancerService,
         TrackinsightDataEnhancerService,
         YahooFinanceDataEnhancerService
       ],
       provide: 'DataEnhancers',
-      useFactory: (trackinsight, yahooFinance) => [trackinsight, yahooFinance]
+      useFactory: (openfigi, trackinsight, yahooFinance) => [
+        openfigi,
+        trackinsight,
+        yahooFinance
+      ]
     }
   ]
 })

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

@@ -2,6 +2,7 @@ import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/in
 import { HttpException, Inject, Injectable } from '@nestjs/common';
 import { Prisma } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+import ms from 'ms';
 
 @Injectable()
 export class DataEnhancerService {
@@ -24,6 +25,7 @@ export class DataEnhancerService {
 
     try {
       const assetProfile = await dataEnhancer.enhance({
+        requestTimeout: ms('30 seconds'),
         response: {
           assetClass: 'EQUITY',
           assetSubClass: 'ETF'

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

@@ -0,0 +1,87 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
+import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
+import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
+import { parseSymbol } from '@ghostfolio/common/helper';
+import { Injectable } from '@nestjs/common';
+import { SymbolProfile } from '@prisma/client';
+import got, { Headers } from 'got';
+
+@Injectable()
+export class OpenFigiDataEnhancerService implements DataEnhancerInterface {
+  private static baseUrl = 'https://api.openfigi.com';
+
+  public constructor(
+    private readonly configurationService: ConfigurationService
+  ) {}
+
+  public async enhance({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    response,
+    symbol
+  }: {
+    requestTimeout?: number;
+    response: Partial<SymbolProfile>;
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>> {
+    if (
+      !(
+        response.assetClass === 'EQUITY' &&
+        (response.assetSubClass === 'ETF' || response.assetSubClass === 'STOCK')
+      )
+    ) {
+      return response;
+    }
+
+    const headers: Headers = {};
+    const { exchange, ticker } = parseSymbol({
+      symbol,
+      dataSource: response.dataSource
+    });
+
+    if (this.configurationService.get('OPEN_FIGI_API_KEY')) {
+      headers['X-OPENFIGI-APIKEY'] =
+        this.configurationService.get('OPEN_FIGI_API_KEY');
+    }
+
+    let abortController = new AbortController();
+
+    setTimeout(() => {
+      abortController.abort();
+    }, requestTimeout);
+
+    const mappings = await got
+      .post(`${OpenFigiDataEnhancerService.baseUrl}/v3/mapping`, {
+        headers,
+        json: [{ exchCode: exchange, idType: 'TICKER', idValue: ticker }],
+        // @ts-ignore
+        signal: abortController.signal
+      })
+      .json<any[]>();
+
+    if (mappings?.length === 1 && mappings[0].data?.length === 1) {
+      const { compositeFIGI, figi, shareClassFIGI } = mappings[0].data[0];
+
+      if (figi) {
+        response.figi = figi;
+      }
+
+      if (compositeFIGI) {
+        response.figiComposite = compositeFIGI;
+      }
+
+      if (shareClassFIGI) {
+        response.figiShareClass = shareClassFIGI;
+      }
+    }
+
+    return response;
+  }
+
+  public getName() {
+    return 'OPENFIGI';
+  }
+
+  public getTestSymbol() {
+    return undefined;
+  }
+}

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

@@ -21,9 +21,11 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
   };
 
   public async enhance({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
     response,
     symbol
   }: {
+    requestTimeout?: number;
     response: Partial<SymbolProfile>;
     symbol: string;
   }): Promise<Partial<SymbolProfile>> {
@@ -37,7 +39,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
 
     setTimeout(() => {
       abortController.abort();
-    }, DEFAULT_REQUEST_TIMEOUT);
+    }, requestTimeout);
 
     const profile = await got(
       `${TrackinsightDataEnhancerService.baseUrl}/funds/${symbol}.json`,

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

@@ -1,6 +1,10 @@
 import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
 import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
-import { DEFAULT_CURRENCY, UNKNOWN_KEY } from '@ghostfolio/common/config';
+import {
+  DEFAULT_CURRENCY,
+  DEFAULT_REQUEST_TIMEOUT,
+  UNKNOWN_KEY
+} from '@ghostfolio/common/config';
 import { isCurrency } from '@ghostfolio/common/helper';
 import { Injectable, Logger } from '@nestjs/common';
 import {
@@ -10,6 +14,7 @@ import {
   Prisma,
   SymbolProfile
 } from '@prisma/client';
+import { isISIN } from 'class-validator';
 import { countries } from 'countries-list';
 import yahooFinance from 'yahoo-finance2';
 import type { Price } from 'yahoo-finance2/dist/esm/src/modules/quoteSummary-iface';
@@ -71,9 +76,11 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
   }
 
   public async enhance({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
     response,
     symbol
   }: {
+    requestTimeout?: number;
     response: Partial<SymbolProfile>;
     symbol: string;
   }): Promise<Partial<SymbolProfile>> {
@@ -156,7 +163,20 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
     const response: Partial<SymbolProfile> = {};
 
     try {
-      const symbol = this.convertToYahooFinanceSymbol(aSymbol);
+      let symbol = aSymbol;
+
+      if (isISIN(symbol)) {
+        try {
+          const { quotes } = await yahooFinance.search(symbol);
+
+          if (quotes.length === 1) {
+            symbol = quotes[0].symbol;
+          }
+        } catch {}
+      } else {
+        symbol = this.convertToYahooFinanceSymbol(symbol);
+      }
+
       const assetProfile = await yahooFinance.quoteSummary(symbol, {
         modules: ['price', 'summaryProfile', 'topHoldings']
       });
@@ -176,7 +196,7 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
         shortName: assetProfile.price.shortName,
         symbol: assetProfile.price.symbol
       });
-      response.symbol = aSymbol;
+      response.symbol = assetProfile.price.symbol;
 
       if (assetSubClass === AssetSubClass.MUTUALFUND) {
         response.sectors = [];

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

@@ -17,6 +17,7 @@ import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource, MarketData, SymbolProfile } from '@prisma/client';
 import { format, isValid } from 'date-fns';
 import { groupBy, isEmpty, isNumber } from 'lodash';
+import ms from 'ms';
 
 @Injectable()
 export class DataProviderService {
@@ -52,6 +53,7 @@ export class DataProviderService {
           symbol
         }
       ],
+      requestTimeout: ms('30 seconds'),
       useCache: false
     });
 
@@ -236,9 +238,11 @@ export class DataProviderService {
 
   public async getQuotes({
     items,
+    requestTimeout,
     useCache = true
   }: {
     items: UniqueAsset[];
+    requestTimeout?: number;
     useCache?: boolean;
   }): Promise<{
     [symbol: string]: IDataProviderResponse;
@@ -311,7 +315,9 @@ export class DataProviderService {
           i + maximumNumberOfSymbolsPerRequest
         );
 
-        const promise = Promise.resolve(dataProvider.getQuotes(symbolsChunk));
+        const promise = Promise.resolve(
+          dataProvider.getQuotes({ requestTimeout, symbols: symbolsChunk })
+        );
 
         promises.push(
           promise.then(async (result) => {

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

@@ -131,28 +131,34 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return DataSource.EOD_HISTORICAL_DATA;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    const symbols = aSymbols.map((symbol) => {
-      return this.convertToEodSymbol(symbol);
-    });
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    let response: { [symbol: string]: IDataProviderResponse } = {};
 
     if (symbols.length <= 0) {
-      return {};
+      return response;
     }
 
+    const eodHistoricalDataSymbols = symbols.map((symbol) => {
+      return this.convertToEodSymbol(symbol);
+    });
+
     try {
       const abortController = new AbortController();
 
       setTimeout(() => {
         abortController.abort();
-      }, DEFAULT_REQUEST_TIMEOUT);
+      }, requestTimeout);
 
       const realTimeResponse = await got(
-        `${this.URL}/real-time/${symbols[0]}?api_token=${
+        `${this.URL}/real-time/${eodHistoricalDataSymbols[0]}?api_token=${
           this.apiKey
-        }&fmt=json&s=${symbols.join(',')}`,
+        }&fmt=json&s=${eodHistoricalDataSymbols.join(',')}`,
         {
           // @ts-ignore
           signal: abortController.signal
@@ -160,10 +166,12 @@ export class EodHistoricalDataService implements DataProviderInterface {
       ).json<any>();
 
       const quotes =
-        symbols.length === 1 ? [realTimeResponse] : realTimeResponse;
+        eodHistoricalDataSymbols.length === 1
+          ? [realTimeResponse]
+          : realTimeResponse;
 
       const searchResponse = await Promise.all(
-        symbols
+        eodHistoricalDataSymbols
           .filter((symbol) => {
             return !symbol.endsWith('.FOREX');
           })
@@ -176,7 +184,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
         return items[0];
       });
 
-      const response = quotes.reduce(
+      response = quotes.reduce(
         (
           result: { [symbol: string]: IDataProviderResponse },
           { close, code, timestamp }

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

@@ -113,13 +113,17 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     return DataSource.FINANCIAL_MODELING_PREP;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    const results: { [symbol: string]: IDataProviderResponse } = {};
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
-      return {};
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
@@ -127,18 +131,18 @@ export class FinancialModelingPrepService implements DataProviderInterface {
 
       setTimeout(() => {
         abortController.abort();
-      }, DEFAULT_REQUEST_TIMEOUT);
+      }, requestTimeout);
 
-      const response = await got(
-        `${this.URL}/quote/${aSymbols.join(',')}?apikey=${this.apiKey}`,
+      const quotes = await got(
+        `${this.URL}/quote/${symbols.join(',')}?apikey=${this.apiKey}`,
         {
           // @ts-ignore
           signal: abortController.signal
         }
       ).json<any>();
 
-      for (const { price, symbol } of response) {
-        results[symbol] = {
+      for (const { price, symbol } of quotes) {
+        response[symbol] = {
           currency: DEFAULT_CURRENCY,
           dataProviderInfo: this.getDataProviderInfo(),
           dataSource: DataSource.FINANCIAL_MODELING_PREP,
@@ -150,7 +154,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
       Logger.error(error, 'FinancialModelingPrepService');
     }
 
-    return results;
+    return response;
   }
 
   public getTestSymbol() {

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

@@ -7,6 +7,7 @@ import {
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
+import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
@@ -99,18 +100,22 @@ export class GoogleSheetsService implements DataProviderInterface {
     return DataSource.GOOGLE_SHEETS;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aSymbols.length <= 0) {
-      return {};
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
+
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
-      const response: { [symbol: string]: IDataProviderResponse } = {};
-
       const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
-        aSymbols.map((symbol) => {
+        symbols.map((symbol) => {
           return {
             symbol,
             dataSource: this.getName()
@@ -129,7 +134,7 @@ export class GoogleSheetsService implements DataProviderInterface {
         const marketPrice = parseFloat(row['marketPrice']);
         const symbol = row['symbol'];
 
-        if (aSymbols.includes(symbol)) {
+        if (symbols.includes(symbol)) {
           response[symbol] = {
             marketPrice,
             currency: symbolProfiles.find((symbolProfile) => {

apps/api/src/services/data-provider/interfaces/data-enhancer.interface.ts

@@ -2,9 +2,11 @@ import { SymbolProfile } from '@prisma/client';
 
 export interface DataEnhancerInterface {
   enhance({
+    requestTimeout,
     response,
     symbol
   }: {
+    requestTimeout?: number;
     response: Partial<SymbolProfile>;
     symbol: string;
   }): Promise<Partial<SymbolProfile>>;

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

@@ -36,9 +36,13 @@ export interface DataProviderInterface {
 
   getName(): DataSource;
 
-  getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }>;
+  getQuotes({
+    requestTimeout,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }>;
 
   getTestSymbol(): string;
 

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

@@ -133,18 +133,22 @@ export class ManualService implements DataProviderInterface {
     return DataSource.MANUAL;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
     const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
+    if (symbols.length <= 0) {
       return response;
     }
 
     try {
       const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
-        aSymbols.map((symbol) => {
+        symbols.map((symbol) => {
           return { symbol, dataSource: this.getName() };
         })
       );
@@ -154,10 +158,10 @@ export class ManualService implements DataProviderInterface {
         orderBy: {
           date: 'desc'
         },
-        take: aSymbols.length,
+        take: symbols.length,
         where: {
           symbol: {
-            in: aSymbols
+            in: symbols
           }
         }
       });

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

@@ -87,15 +87,19 @@ export class RapidApiService implements DataProviderInterface {
     return DataSource.RAPID_API;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aSymbols.length <= 0) {
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    if (symbols.length <= 0) {
       return {};
     }
 
     try {
-      const symbol = aSymbols[0];
+      const symbol = symbols[0];
 
       if (symbol === ghostfolioFearAndGreedIndexSymbol) {
         const fgi = await this.getFearAndGreedIndex();

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

@@ -6,7 +6,10 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
-import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
+import {
+  DEFAULT_CURRENCY,
+  DEFAULT_REQUEST_TIMEOUT
+} from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
@@ -30,7 +33,7 @@ export class YahooFinanceService implements DataProviderInterface {
   public async getAssetProfile(
     aSymbol: string
   ): Promise<Partial<SymbolProfile>> {
-    const { assetClass, assetSubClass, currency, name } =
+    const { assetClass, assetSubClass, currency, name, symbol } =
       await this.yahooFinanceDataEnhancerService.getAssetProfile(aSymbol);
 
     return {
@@ -38,8 +41,8 @@ export class YahooFinanceService implements DataProviderInterface {
       assetSubClass,
       currency,
       name,
-      dataSource: this.getName(),
-      symbol: aSymbol
+      symbol,
+      dataSource: this.getName()
     };
   }
 
@@ -156,20 +159,24 @@ export class YahooFinanceService implements DataProviderInterface {
     return DataSource.YAHOO;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aSymbols.length <= 0) {
-      return {};
+  public async getQuotes({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
+
+    if (symbols.length <= 0) {
+      return response;
     }
 
-    const yahooFinanceSymbols = aSymbols.map((symbol) =>
+    const yahooFinanceSymbols = symbols.map((symbol) =>
       this.yahooFinanceDataEnhancerService.convertToYahooFinanceSymbol(symbol)
     );
 
     try {
-      const response: { [symbol: string]: IDataProviderResponse } = {};
-
       let quotes: Pick<
         Quote,
         'currency' | 'marketState' | 'regularMarketPrice' | 'symbol'

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

@@ -95,6 +95,30 @@ export class ExchangeRateDataService {
       const [currency1, currency2] = symbol.match(/.{1,3}/g);
       const [date] = Object.keys(result[symbol]);
 
+      // Add derived currencies
+      if (currency2 === 'GBP') {
+        resultExtended[`${currency1}GBp`] = {
+          [date]: {
+            marketPrice:
+              result[`${currency1}${currency2}`][date].marketPrice * 100
+          }
+        };
+      } else if (currency2 === 'ILS') {
+        resultExtended[`${currency1}ILA`] = {
+          [date]: {
+            marketPrice:
+              result[`${currency1}${currency2}`][date].marketPrice * 100
+          }
+        };
+      } else if (currency2 === 'ZAR') {
+        resultExtended[`${currency1}ZAc`] = {
+          [date]: {
+            marketPrice:
+              result[`${currency1}${currency2}`][date].marketPrice * 100
+          }
+        };
+      }
+
       // Calculate the opposite direction
       resultExtended[`${currency2}${currency1}`] = {
         [date]: {

apps/api/src/services/i18n/i18n.service.ts

@@ -38,7 +38,7 @@ export class I18nService {
       );
     }
 
-    return translatedText;
+    return translatedText.trim();
   }
 
   private loadFiles() {

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

@@ -26,6 +26,7 @@ export interface Environment extends CleanedEnvAccessors {
   JWT_SECRET_KEY: string;
   MAX_ACTIVITIES_TO_IMPORT: number;
   MAX_ITEM_IN_CACHE: number;
+  OPEN_FIGI_API_KEY: string;
   PORT: number;
   RAPID_API_API_KEY: string;
   REDIS_HOST: string;

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

@@ -59,10 +59,10 @@ export class MarketDataService {
 
   public async getRange({
     dateQuery,
-    symbols
+    uniqueAssets
   }: {
     dateQuery: DateQuery;
-    symbols: string[];
+    uniqueAssets: UniqueAsset[];
   }): Promise<MarketData[]> {
     return await this.prismaService.marketData.findMany({
       orderBy: [
@@ -74,10 +74,17 @@ export class MarketDataService {
         }
       ],
       where: {
-        date: dateQuery,
-        symbol: {
-          in: symbols
-        }
+        OR: uniqueAssets.map(({ dataSource, symbol }) => {
+          return {
+            AND: [
+              {
+                dataSource,
+                symbol,
+                date: dateQuery
+              }
+            ]
+          };
+        })
       }
     });
   }

apps/api/src/services/symbol-profile/symbol-profile.service.ts

@@ -86,14 +86,24 @@ export class SymbolProfileService {
   }
 
   public updateSymbolProfile({
+    assetClass,
+    assetSubClass,
     comment,
     dataSource,
+    name,
     scraperConfiguration,
     symbol,
     symbolMapping
   }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
     return this.prismaService.symbolProfile.update({
-      data: { comment, scraperConfiguration, symbolMapping },
+      data: {
+        assetClass,
+        assetSubClass,
+        comment,
+        name,
+        scraperConfiguration,
+        symbolMapping
+      },
       where: { dataSource_symbol: { dataSource, symbol } }
     });
   }

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

@@ -1,6 +1,6 @@
 <header>
   <div
-    *ngIf="canCreateAccount || (info?.systemMessage && user)"
+    *ngIf="canCreateAccount || user?.systemMessage"
     class="info-message-container"
   >
     <div class="info-message-inner-container position-fixed w-100">
@@ -19,11 +19,11 @@
           </div></a
         >
         <div
-          *ngIf="!canCreateAccount && info?.systemMessage && user"
+          *ngIf="!canCreateAccount && user?.systemMessage"
           class="cursor-pointer d-inline-block info-message text-truncate"
-          (click)="onShowSystemMessage()"
+          (click)="onClickSystemMessage()"
         >
-          {{ info.systemMessage }}
+          {{ user.systemMessage.message }}
         </div>
       </div>
     </div>
@@ -165,7 +165,6 @@
     <div class="row text-center">
       <div class="col">
         © 2021 - {{ currentYear }} <a href="https://ghostfol.io">Ghostfolio</a>
-        {{ version }}
       </div>
     </div>
 

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

@@ -17,7 +17,6 @@ import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { filter, takeUntil } from 'rxjs/operators';
 
-import { environment } from '../environments/environment';
 import { DataService } from './services/data.service';
 import { TokenStorageService } from './services/token-storage.service';
 import { UserService } from './services/user/user.service';
@@ -60,7 +59,6 @@ export class AppComponent implements OnDestroy, OnInit {
   public routerLinkResources = ['/' + $localize`resources`];
   public showFooter = false;
   public user: User;
-  public version = environment.version;
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -157,10 +155,7 @@ export class AppComponent implements OnDestroy, OnInit {
         );
 
         this.hasInfoMessage =
-          hasPermission(
-            this.user?.permissions,
-            permissions.createUserAccount
-          ) || !!this.info.systemMessage;
+          this.canCreateAccount || !!this.user?.systemMessage;
 
         this.initializeTheme(this.user?.settings.colorScheme);
 
@@ -168,12 +163,16 @@ export class AppComponent implements OnDestroy, OnInit {
       });
   }
 
-  public onCreateAccount() {
-    this.tokenStorageService.signOut();
+  public onClickSystemMessage() {
+    if (this.user.systemMessage.routerLink) {
+      this.router.navigate(this.user.systemMessage.routerLink);
+    } else {
+      alert(this.user.systemMessage.message);
+    }
   }
 
-  public onShowSystemMessage() {
-    alert(this.info.systemMessage);
+  public onCreateAccount() {
+    this.tokenStorageService.signOut();
   }
 
   public onSignOut() {

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

@@ -116,7 +116,8 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
             type: 'ACCOUNT'
           }
         ],
-        range: 'max'
+        range: 'max',
+        withExcludedAccounts: true
       })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ chart }) => {

apps/client/src/app/components/accounts-table/accounts-table.component.html

@@ -2,6 +2,7 @@
   <button
     class="align-items-center d-flex"
     mat-stroked-button
+    [disabled]="dataSource?.data.length < 2"
     (click)="onTransferBalance()"
   >
     <ion-icon class="mr-2" name="arrow-redo-outline"></ion-icon>
@@ -253,16 +254,20 @@
       </button>
       <mat-menu #accountMenu="matMenu" xPosition="before">
         <button mat-menu-item (click)="onUpdateAccount(element)">
-          <ion-icon class="mr-2" name="create-outline"></ion-icon>
-          <span i18n>Edit</span>
+          <span class="align-items-center d-flex">
+            <ion-icon class="mr-2" name="create-outline"></ion-icon>
+            <span i18n>Edit</span>
+          </span>
         </button>
         <button
           mat-menu-item
           [disabled]="element.isDefault || element.transactionCount > 0"
           (click)="onDeleteAccount(element.id)"
         >
-          <ion-icon class="mr-2" name="trash-outline"></ion-icon>
-          <span i18n>Delete</span>
+          <span class="align-items-center d-flex">
+            <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+            <span i18n>Delete</span>
+          </span>
         </button>
       </mat-menu>
     </td>

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

@@ -9,7 +9,11 @@
     [showYAxis]="true"
     [symbol]="symbol"
   ></gf-line-chart>
-  <div *ngFor="let itemByMonth of marketDataByMonth | keyvalue" class="d-flex">
+  <div
+    *ngFor="let itemByMonth of marketDataByMonth | keyvalue"
+    class="d-flex"
+    [hidden]="!marketData.length > 0"
+  >
     <div class="date px-1 text-nowrap">{{ itemByMonth.key }}</div>
     <div class="align-items-center d-flex flex-grow-1 px-1">
       <div

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

@@ -28,7 +28,6 @@
 
     &.today {
       background-color: rgba(var(--palette-accent-500), 1);
-      cursor: default;
     }
   }
 }

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

@@ -83,10 +83,10 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
   public ngOnChanges() {
     this.defaultDateFormat = getDateFormatString(this.locale);
 
-    this.historicalDataItems = this.marketData.map((marketDataItem) => {
+    this.historicalDataItems = this.marketData.map(({ date, marketPrice }) => {
       return {
-        date: format(marketDataItem.date, DATE_FORMAT),
-        value: marketDataItem.marketPrice
+        date: format(date, DATE_FORMAT),
+        value: marketPrice
       };
     });
 
@@ -157,10 +157,6 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
     const date = parseISO(`${yearMonth}-${day}`);
     const marketPrice = this.marketDataByMonth[yearMonth]?.[day]?.marketPrice;
 
-    if (isSameDay(date, new Date())) {
-      return;
-    }
-
     const dialogRef = this.dialog.open(MarketDataDetailDialog, {
       data: <MarketDataDetailDialogParams>{
         date,

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

@@ -57,10 +57,16 @@ export class MarketDataDetailDialog implements OnDestroy {
 
   public onUpdate() {
     this.adminService
-      .putMarketData({
+      .postMarketData({
         dataSource: this.data.dataSource,
-        date: this.data.date,
-        marketData: { marketPrice: this.data.marketPrice },
+        marketData: {
+          marketData: [
+            {
+              date: this.data.date.toISOString(),
+              marketPrice: this.data.marketPrice
+            }
+          ]
+        },
         symbol: this.data.symbol
       })
       .pipe(takeUntil(this.unsubscribeSubject))

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

@@ -20,6 +20,7 @@ import { Filter, UniqueAsset, User } from '@ghostfolio/common/interfaces';
 import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
 import { translate } from '@ghostfolio/ui/i18n';
 import { AssetSubClass, DataSource, Prisma } from '@prisma/client';
+import { isUUID } from 'class-validator';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { distinctUntilChanged, switchMap, takeUntil } from 'rxjs/operators';
@@ -83,7 +84,7 @@ export class AdminMarketDataComponent
   public defaultDateFormat: string;
   public deviceType: string;
   public displayedColumns = [
-    'symbol',
+    'nameWithSymbol',
     'dataSource',
     'assetClass',
     'assetSubClass',
@@ -97,6 +98,7 @@ export class AdminMarketDataComponent
   ];
   public filters$ = new Subject<Filter[]>();
   public isLoading = false;
+  public isUUID = isUUID;
   public placeholder = '';
   public pageSize = DEFAULT_PAGE_SIZE;
   public totalItems = 0;

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

@@ -28,6 +28,24 @@
           </td>
         </ng-container>
 
+        <ng-container matColumnDef="nameWithSymbol">
+          <th
+            *matHeaderCellDef
+            class="px-1"
+            mat-header-cell
+            mat-sort-header="symbol"
+          >
+            <ng-container i18n>Name</ng-container>
+          </th>
+          <td *matCellDef="let element" class="line-height-1 px-1" mat-cell>
+            <div class="text-truncate">{{ element.name }}</div>
+            <div *ngIf="!isUUID(element.symbol)">
+              <small class="text-muted">{{ element.symbol | gfSymbol }}</small>
+            </div>
+          </td>
+          <td *matFooterCellDef class="px-1" mat-footer-cell></td>
+        </ng-container>
+
         <ng-container matColumnDef="dataSource">
           <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
             <ng-container i18n>Data Source</ng-container>
@@ -143,12 +161,24 @@
               <ion-icon name="ellipsis-horizontal"></ion-icon>
             </button>
             <mat-menu #assetProfileActionsMenu="matMenu" xPosition="before">
+              <button
+                mat-menu-item
+                (click)="onOpenAssetProfileDialog({ dataSource: element.dataSource, symbol: element.symbol })"
+              >
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="create-outline"></ion-icon>
+                  <span i18n>Edit</span>
+                </span>
+              </button>
               <button
                 mat-menu-item
                 [disabled]="element.activitiesCount !== 0"
                 (click)="onDeleteProfileData({dataSource: element.dataSource, symbol: element.symbol})"
               >
-                <ng-container i18n>Delete</ng-container>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+                  <span i18n>Delete</span>
+                </span>
               </button>
             </mat-menu>
           </td>

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

@@ -6,6 +6,7 @@ import { MatPaginatorModule } from '@angular/material/paginator';
 import { MatSortModule } from '@angular/material/sort';
 import { MatTableModule } from '@angular/material/table';
 import { RouterModule } from '@angular/router';
+import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { GfActivitiesFilterModule } from '@ghostfolio/ui/activities-filter/activities-filter.module';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
@@ -20,6 +21,7 @@ import { GfCreateAssetProfileDialogModule } from './create-asset-profile-dialog/
     GfActivitiesFilterModule,
     GfAssetProfileDialogModule,
     GfCreateAssetProfileDialogModule,
+    GfSymbolModule,
     MatButtonModule,
     MatMenuModule,
     MatPaginatorModule,

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

@@ -6,22 +6,28 @@ import {
   OnDestroy,
   OnInit
 } from '@angular/core';
-import { FormBuilder } from '@angular/forms';
+import { FormBuilder, FormControl, Validators } from '@angular/forms';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { MatSnackBar } from '@angular/material/snack-bar';
 import { UpdateAssetProfileDto } from '@ghostfolio/api/app/admin/update-asset-profile.dto';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
-import { DATE_FORMAT } from '@ghostfolio/common/helper';
+import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import {
   AdminMarketDataDetails,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { translate } from '@ghostfolio/ui/i18n';
-import { MarketData, SymbolProfile } from '@prisma/client';
-import { format, parseISO } from 'date-fns';
+import {
+  AssetClass,
+  AssetSubClass,
+  MarketData,
+  SymbolProfile
+} from '@prisma/client';
+import { format } from 'date-fns';
 import { parse as csvToJson } from 'papaparse';
-import { Subject } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
+import { EMPTY, Subject } from 'rxjs';
+import { catchError, takeUntil } from 'rxjs/operators';
 
 import { AssetProfileDialogParams } from './interfaces/interfaces';
 
@@ -33,19 +39,30 @@ import { AssetProfileDialogParams } from './interfaces/interfaces';
   styleUrls: ['./asset-profile-dialog.component.scss']
 })
 export class AssetProfileDialog implements OnDestroy, OnInit {
-  public assetClass: string;
+  public assetProfileClass: string;
+  public assetClasses = Object.keys(AssetClass).map((assetClass) => {
+    return { id: assetClass, label: translate(assetClass) };
+  });
+  public assetSubClasses = Object.keys(AssetSubClass).map((assetSubClass) => {
+    return { id: assetSubClass, label: translate(assetSubClass) };
+  });
   public assetProfile: AdminMarketDataDetails['assetProfile'];
   public assetProfileForm = this.formBuilder.group({
+    assetClass: new FormControl<AssetClass>(undefined),
+    assetSubClass: new FormControl<AssetSubClass>(undefined),
     comment: '',
+    historicalData: this.formBuilder.group({
+      csvString: ''
+    }),
+    name: ['', Validators.required],
     scraperConfiguration: '',
     symbolMapping: ''
   });
-  public assetSubClass: string;
+  public assetProfileSubClass: string;
   public benchmarks: Partial<SymbolProfile>[];
   public countries: {
     [code: string]: { name: string; value: number };
   };
-  public historicalDataAsCsvString: string;
   public isBenchmark = false;
   public marketDataDetails: MarketData[] = [];
   public sectors: {
@@ -64,7 +81,8 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     @Inject(MAT_DIALOG_DATA) public data: AssetProfileDialogParams,
     private dataService: DataService,
     public dialogRef: MatDialogRef<AssetProfileDialog>,
-    private formBuilder: FormBuilder
+    private formBuilder: FormBuilder,
+    private snackBar: MatSnackBar
   ) {}
 
   public ngOnInit(): void {
@@ -74,9 +92,6 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   }
 
   public initialize() {
-    this.historicalDataAsCsvString =
-      AssetProfileDialog.HISTORICAL_DATA_TEMPLATE;
-
     this.adminService
       .fetchAdminMarketDataBySymbol({
         dataSource: this.data.dataSource,
@@ -86,8 +101,8 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       .subscribe(({ assetProfile, marketData }) => {
         this.assetProfile = assetProfile;
 
-        this.assetClass = translate(this.assetProfile?.assetClass);
-        this.assetSubClass = translate(this.assetProfile?.assetSubClass);
+        this.assetProfileClass = translate(this.assetProfile?.assetClass);
+        this.assetProfileSubClass = translate(this.assetProfile?.assetSubClass);
         this.countries = {};
         this.isBenchmark = this.benchmarks.some(({ id }) => {
           return id === this.assetProfile.id;
@@ -114,7 +129,13 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
         }
 
         this.assetProfileForm.setValue({
+          assetClass: this.assetProfile.assetClass ?? null,
+          assetSubClass: this.assetProfile.assetSubClass ?? null,
           comment: this.assetProfile?.comment ?? '',
+          historicalData: {
+            csvString: AssetProfileDialog.HISTORICAL_DATA_TEMPLATE
+          },
+          name: this.assetProfile.name ?? this.assetProfile.symbol,
           scraperConfiguration: JSON.stringify(
             this.assetProfile?.scraperConfiguration ?? {}
           ),
@@ -146,26 +167,46 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   }
 
   public onImportHistoricalData() {
-    const marketData = csvToJson(this.historicalDataAsCsvString, {
-      dynamicTyping: true,
-      header: true,
-      skipEmptyLines: true
-    }).data;
+    try {
+      const marketData = csvToJson(
+        this.assetProfileForm.controls['historicalData'].controls['csvString']
+          .value,
+        {
+          dynamicTyping: true,
+          header: true,
+          skipEmptyLines: true
+        }
+      ).data;
 
-    this.adminService
-      .postMarketData({
-        dataSource: this.data.dataSource,
-        marketData: {
-          marketData: marketData.map(({ date, marketPrice }) => {
-            return { marketPrice, date: parseISO(date) };
-          })
-        },
-        symbol: this.data.symbol
-      })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        this.initialize();
-      });
+      this.adminService
+        .postMarketData({
+          dataSource: this.data.dataSource,
+          marketData: {
+            marketData: marketData.map(({ date, marketPrice }) => {
+              return { marketPrice, date: parseDate(date).toISOString() };
+            })
+          },
+          symbol: this.data.symbol
+        })
+        .pipe(
+          catchError(({ error, message }) => {
+            this.snackBar.open(`${error}: ${message[0]}`, undefined, {
+              duration: 3000
+            });
+            return EMPTY;
+          }),
+          takeUntil(this.unsubscribeSubject)
+        )
+        .subscribe(() => {
+          this.initialize();
+        });
+    } catch {
+      this.snackBar.open(
+        $localize`Oops! Could not parse historical data.`,
+        undefined,
+        { duration: 3000 }
+      );
+    }
   }
 
   public onMarketDataChanged(withRefresh: boolean = false) {
@@ -204,9 +245,12 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     } catch {}
 
     const assetProfileData: UpdateAssetProfileDto = {
+      assetClass: this.assetProfileForm.controls['assetClass'].value,
+      assetSubClass: this.assetProfileForm.controls['assetSubClass'].value,
+      comment: this.assetProfileForm.controls['comment'].value ?? null,
+      name: this.assetProfileForm.controls['name'].value,
       scraperConfiguration,
-      symbolMapping,
-      comment: this.assetProfileForm.controls['comment'].value ?? null
+      symbolMapping
     };
 
     this.adminService

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

@@ -52,7 +52,7 @@
       (marketDataChanged)="onMarketDataChanged($event)"
     ></gf-admin-market-data-detail>
 
-    <div class="mt-3">
+    <div class="mt-3" formGroupName="historicalData">
       <mat-form-field appearance="outline" class="w-100 without-hint">
         <mat-label>
           <ng-container i18n>Historical Data</ng-container> (CSV)
@@ -60,11 +60,9 @@
         <textarea
           cdkAutosizeMaxRows="5"
           cdkTextareaAutosize
+          formControlName="csvString"
           matInput
-          placeholder="e.g. 20230601;1.61"
           type="text"
-          [ngModelOptions]="{standalone: true}"
-          [(ngModel)]="historicalDataAsCsvString"
           (keyup.enter)="$event.stopPropagation()"
         ></textarea>
       </mat-form-field>
@@ -75,6 +73,7 @@
         color="accent"
         mat-flat-button
         type="button"
+        [disabled]="!assetProfileForm.controls['historicalData']?.controls['csvString'].touched || assetProfileForm.controls['historicalData']?.controls['csvString']?.value === ''"
         (click)="onImportHistoricalData()"
       >
         <ng-container i18n>Import</ng-container>
@@ -112,7 +111,11 @@
         >
       </div>
       <div class="col-6 mb-3">
-        <gf-value i18n size="medium" [hidden]="!assetClass" [value]="assetClass"
+        <gf-value
+          i18n
+          size="medium"
+          [hidden]="!assetProfileClass"
+          [value]="assetProfileClass"
           >Asset Class</gf-value
         >
       </div>
@@ -120,8 +123,8 @@
         <gf-value
           i18n
           size="medium"
-          [hidden]="!assetSubClass"
-          [value]="assetSubClass"
+          [hidden]="!assetProfileSubClass"
+          [value]="assetProfileSubClass"
           >Asset Sub Class</gf-value
         >
       </div>
@@ -174,6 +177,38 @@
         </ng-template>
       </ng-container>
     </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100 without-hint">
+        <mat-label i18n>Name</mat-label>
+        <input formControlName="name" matInput type="text" />
+      </mat-form-field>
+    </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100 without-hint">
+        <mat-label i18n>Asset Class</mat-label>
+        <mat-select formControlName="assetClass">
+          <mat-option [value]="null"></mat-option>
+          <mat-option
+            *ngFor="let assetClass of assetClasses"
+            [value]="assetClass.id"
+            >{{ assetClass.label }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100 without-hint">
+        <mat-label i18n>Asset Sub Class</mat-label>
+        <mat-select formControlName="assetSubClass">
+          <mat-option [value]="null"></mat-option>
+          <mat-option
+            *ngFor="let assetSubClass of assetSubClasses"
+            [value]="assetSubClass.id"
+            >{{ assetSubClass.label }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
     <div class="d-flex my-3">
       <div class="w-50">
         <mat-checkbox

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.module.ts

@@ -7,6 +7,8 @@ import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatDialogModule } from '@angular/material/dialog';
 import { MatInputModule } from '@angular/material/input';
 import { MatMenuModule } from '@angular/material/menu';
+import { MatSelectModule } from '@angular/material/select';
+import { MatSnackBarModule } from '@angular/material/snack-bar';
 import { GfAdminMarketDataDetailModule } from '@ghostfolio/client/components/admin-market-data-detail/admin-market-data-detail.module';
 import { GfPortfolioProportionChartModule } from '@ghostfolio/ui/portfolio-proportion-chart/portfolio-proportion-chart.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
@@ -26,6 +28,8 @@ import { AssetProfileDialog } from './asset-profile-dialog.component';
     MatDialogModule,
     MatInputModule,
     MatMenuModule,
+    MatSelectModule,
+    MatSnackBarModule,
     ReactiveFormsModule,
     TextFieldModule
   ],

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

@@ -1,6 +1,5 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
-import { MatCheckboxChange } from '@angular/material/checkbox';
-import { environment } from '@ghostfolio/client/../environments/environment';
+import { MatSlideToggleChange } from '@angular/material/slide-toggle';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { CacheService } from '@ghostfolio/client/services/cache.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
@@ -13,7 +12,12 @@ import {
   PROPERTY_SYSTEM_MESSAGE,
   ghostfolioPrefix
 } from '@ghostfolio/common/config';
-import { Coupon, InfoItem, User } from '@ghostfolio/common/interfaces';
+import {
+  Coupon,
+  InfoItem,
+  SystemMessage,
+  User
+} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import {
   differenceInSeconds,
@@ -40,6 +44,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   public hasPermissionToToggleReadOnlyMode: boolean;
   public info: InfoItem;
   public permissions = permissions;
+  public systemMessage: SystemMessage;
   public transactionCount: number;
   public userCount: number;
   public user: User;
@@ -150,7 +155,13 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   }
 
   public onDeleteSystemMessage() {
-    this.putAdminSetting({ key: PROPERTY_SYSTEM_MESSAGE, value: undefined });
+    const confirmation = confirm(
+      $localize`Do you really want to delete this system message?`
+    );
+
+    if (confirmation === true) {
+      this.putAdminSetting({ key: PROPERTY_SYSTEM_MESSAGE, value: undefined });
+    }
   }
 
   public onFlushCache() {
@@ -170,27 +181,36 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
     }
   }
 
-  public onReadOnlyModeChange(aEvent: MatCheckboxChange) {
-    this.putAdminSetting({
-      key: PROPERTY_IS_READ_ONLY_MODE,
-      value: aEvent.checked ? true : undefined
-    });
-  }
-
-  public onEnableUserSignupModeChange(aEvent: MatCheckboxChange) {
+  public onEnableUserSignupModeChange(aEvent: MatSlideToggleChange) {
     this.putAdminSetting({
       key: PROPERTY_IS_USER_SIGNUP_ENABLED,
       value: aEvent.checked ? undefined : false
     });
   }
 
+  public onReadOnlyModeChange(aEvent: MatSlideToggleChange) {
+    this.putAdminSetting({
+      key: PROPERTY_IS_READ_ONLY_MODE,
+      value: aEvent.checked ? true : undefined
+    });
+  }
+
   public onSetSystemMessage() {
-    const systemMessage = prompt($localize`Please set your system message:`);
+    const systemMessage = prompt(
+      $localize`Please set your system message:`,
+      JSON.stringify(
+        this.systemMessage ??
+          <SystemMessage>{
+            message: '⚒️ Scheduled maintenance in progress...',
+            targetGroups: ['Basic', 'Premium']
+          }
+      )
+    );
 
     if (systemMessage) {
       this.putAdminSetting({
         key: PROPERTY_SYSTEM_MESSAGE,
-        value: systemMessage
+        value: JSON.parse(systemMessage)
       });
     }
   }
@@ -209,6 +229,9 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
           this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
           this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
           this.exchangeRates = exchangeRates;
+          this.systemMessage = settings[
+            PROPERTY_SYSTEM_MESSAGE
+          ] as SystemMessage;
           this.transactionCount = transactionCount;
           this.userCount = userCount;
           this.version = version;

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

@@ -38,7 +38,7 @@
             <div class="w-50">
               <table>
                 <tr *ngFor="let exchangeRate of exchangeRates">
-                  <td class="d-flex">
+                  <td>
                     <gf-value
                       [locale]="user?.settings?.locale"
                       [value]="1"
@@ -46,8 +46,9 @@
                   </td>
                   <td class="pl-1">{{ exchangeRate.label1 }}</td>
                   <td class="px-1">=</td>
-                  <td class="d-flex justify-content-end">
+                  <td align="right">
                     <gf-value
+                      class="d-inline-block"
                       [locale]="user?.settings?.locale"
                       [precision]="4"
                       [value]="exchangeRate.value"
@@ -56,13 +57,49 @@
                   <td class="pl-1">{{ exchangeRate.label2 }}</td>
                   <td>
                     <button
-                      *ngIf="customCurrencies.includes(exchangeRate.label2)"
-                      class="h-100 mx-1 no-min-width px-2"
+                      class="mx-1 no-min-width px-2"
                       mat-button
-                      (click)="onDeleteCurrency(exchangeRate.label2)"
+                      [matMenuTriggerFor]="exchangeRateActionsMenu"
+                      (click)="$event.stopPropagation()"
                     >
-                      <ion-icon name="trash-outline"></ion-icon>
+                      <ion-icon name="ellipsis-horizontal"></ion-icon>
                     </button>
+                    <mat-menu
+                      #exchangeRateActionsMenu="matMenu"
+                      class="h-100 mx-1 no-min-width px-2"
+                      xPosition="before"
+                    >
+                      <a
+                        mat-menu-item
+                        [queryParams]="{
+                        assetProfileDialog: true,
+                        dataSource: exchangeRate.dataSource,
+                        symbol: exchangeRate.symbol
+                      }"
+                        [routerLink]="['/admin', 'market-data']"
+                      >
+                        <span class="align-items-center d-flex">
+                          <ion-icon
+                            class="mr-2"
+                            name="create-outline"
+                          ></ion-icon>
+                          <span i18n>Edit</span>
+                        </span>
+                      </a>
+                      <button
+                        *ngIf="customCurrencies.includes(exchangeRate.label2)"
+                        mat-menu-item
+                        (click)="onDeleteCurrency(exchangeRate.label2)"
+                      >
+                        <span class="align-items-center d-flex">
+                          <ion-icon
+                            class="mr-2"
+                            name="trash-outline"
+                          ></ion-icon>
+                          <span i18n>Delete</span>
+                        </span>
+                      </button>
+                    </mat-menu>
                   </td>
                 </tr>
               </table>
@@ -81,28 +118,30 @@
           <div class="d-flex my-3">
             <div class="w-50" i18n>User Signup</div>
             <div class="w-50">
-              <mat-checkbox
+              <mat-slide-toggle
                 color="primary"
+                hideIcon="true"
                 [checked]="info.globalPermissions.includes(permissions.createUserAccount)"
                 (change)="onEnableUserSignupModeChange($event)"
-              ></mat-checkbox>
+              ></mat-slide-toggle>
             </div>
           </div>
           <div *ngIf="hasPermissionToToggleReadOnlyMode" class="d-flex my-3">
             <div class="w-50" i18n>Read-only Mode</div>
             <div class="w-50">
-              <mat-checkbox
+              <mat-slide-toggle
                 color="primary"
+                hideIcon="true"
                 [checked]="info?.isReadOnlyMode"
                 (change)="onReadOnlyModeChange($event)"
-              ></mat-checkbox>
+              ></mat-slide-toggle>
             </div>
           </div>
           <div *ngIf="hasPermissionForSystemMessage" class="d-flex my-3">
             <div class="w-50" i18n>System Message</div>
             <div class="w-50">
-              <div *ngIf="info?.systemMessage">
-                <span>{{ info.systemMessage }}</span>
+              <div *ngIf="systemMessage" class="align-items-center d-flex">
+                <div class="text-truncate">{{ systemMessage | json }}</div>
                 <button
                   class="h-100 mx-1 no-min-width px-2"
                   mat-button
@@ -113,6 +152,7 @@
               </div>
               <button
                 *ngIf="!info?.systemMessage"
+                class="mt-2"
                 color="accent"
                 mat-flat-button
                 (click)="onSetSystemMessage()"
@@ -134,17 +174,34 @@
               <table>
                 <tr *ngFor="let coupon of coupons">
                   <td class="text-monospace">{{ coupon.code }}</td>
-                  <td class="d-flex justify-content-end pl-2">
-                    {{ coupon.duration }}
-                  </td>
+                  <td class="pl-2 text-right">{{ coupon.duration }}</td>
                   <td>
                     <button
-                      class="h-100 mx-1 no-min-width px-2"
+                      class="mx-1 no-min-width px-2"
                       mat-button
-                      (click)="onDeleteCoupon(coupon.code)"
+                      [matMenuTriggerFor]="couponActionsMenu"
+                      (click)="$event.stopPropagation()"
                     >
-                      <ion-icon name="trash-outline"></ion-icon>
+                      <ion-icon name="ellipsis-horizontal"></ion-icon>
                     </button>
+                    <mat-menu
+                      #couponActionsMenu="matMenu"
+                      class="h-100 mx-1 no-min-width px-2"
+                      xPosition="before"
+                    >
+                      <button
+                        mat-menu-item
+                        (click)="onDeleteCoupon(coupon.code)"
+                      >
+                        <span class="align-items-center d-flex">
+                          <ion-icon
+                            class="mr-2"
+                            name="trash-outline"
+                          ></ion-icon>
+                          <span i18n>Delete</span>
+                        </span>
+                      </button>
+                    </mat-menu>
                   </td>
                 </tr>
               </table>

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

@@ -3,8 +3,10 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
-import { MatCheckboxModule } from '@angular/material/checkbox';
+import { MatMenuModule } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
+import { MatSlideToggleModule } from '@angular/material/slide-toggle';
+import { RouterModule } from '@angular/router';
 import { CacheService } from '@ghostfolio/client/services/cache.service';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
@@ -18,10 +20,12 @@ import { AdminOverviewComponent } from './admin-overview.component';
     FormsModule,
     GfValueModule,
     MatButtonModule,
-    MatCheckboxModule,
     MatCardModule,
+    MatMenuModule,
     MatSelectModule,
-    ReactiveFormsModule
+    MatSlideToggleModule,
+    ReactiveFormsModule,
+    RouterModule
   ],
   providers: [CacheService],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

apps/client/src/app/components/admin-platform/admin-platform.component.html

@@ -86,12 +86,16 @@
             </button>
             <mat-menu #platformMenu="matMenu" xPosition="before">
               <button mat-menu-item (click)="onUpdatePlatform(element)">
-                <ion-icon class="mr-2" name="create-outline"></ion-icon>
-                <span i18n>Edit</span>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="create-outline"></ion-icon>
+                  <span i18n>Edit</span>
+                </span>
               </button>
               <button mat-menu-item (click)="onDeletePlatform(element.id)">
-                <ion-icon class="mr-2" name="trash-outline"></ion-icon>
-                <span i18n>Delete</span>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+                  <span i18n>Delete</span>
+                </span>
               </button>
             </mat-menu>
           </td>

apps/client/src/app/components/admin-tag/admin-tag.component.html

@@ -66,12 +66,16 @@
             </button>
             <mat-menu #tagMenu="matMenu" xPosition="before">
               <button mat-menu-item (click)="onUpdateTag(element)">
-                <ion-icon class="mr-2" name="create-outline"></ion-icon>
-                <span i18n>Edit</span>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="create-outline"></ion-icon>
+                  <span i18n>Edit</span>
+                </span>
               </button>
               <button mat-menu-item (click)="onDeleteTag(element.id)">
-                <ion-icon class="mr-2" name="trash-outline"></ion-icon>
-                <span i18n>Delete</span>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+                  <span i18n>Delete</span>
+                </span>
               </button>
             </mat-menu>
           </td>

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

@@ -203,16 +203,20 @@
                   mat-menu-item
                   (click)="onImpersonateUser(element.id)"
                 >
-                  <ion-icon class="mr-2" name="contract-outline"></ion-icon>
-                  <span i18n>Impersonate User</span>
+                  <span class="align-items-center d-flex">
+                    <ion-icon class="mr-2" name="contract-outline"></ion-icon>
+                    <span i18n>Impersonate User</span>
+                  </span>
                 </button>
                 <button
                   mat-menu-item
                   [disabled]="element.id === user?.id"
                   (click)="onDeleteUser(element.id)"
                 >
-                  <ion-icon class="mr-2" name="trash-outline"></ion-icon>
-                  <span i18n>Delete User</span>
+                  <span class="align-items-center d-flex">
+                    <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+                    <span i18n>Delete User</span>
+                  </span>
                 </button>
               </mat-menu>
             </td>

apps/client/src/app/components/dialog-footer/dialog-footer.component.html

@@ -1,6 +1,5 @@
 <button
   *ngIf="deviceType === 'mobile'"
-  class="mt-2"
   mat-button
   (click)="onClickCloseButton()"
 >

apps/client/src/app/components/dialog-footer/dialog-footer.component.scss

@@ -1,7 +1,9 @@
 :host {
   display: flex;
   flex: 0 0 auto;
-  margin-bottom: 0;
   min-height: 0;
-  padding: 0 !important;
+
+  @media (min-width: 576px) {
+    padding: 0 !important;
+  }
 }

apps/client/src/app/components/fear-and-greed-index/fear-and-greed-index.component.ts

@@ -6,6 +6,7 @@ import {
   OnInit
 } from '@angular/core';
 import { resolveFearAndGreedIndex } from '@ghostfolio/common/helper';
+import { translate } from '@ghostfolio/ui/i18n';
 
 @Component({
   selector: 'gf-fear-and-greed-index',
@@ -24,9 +25,9 @@ export class FearAndGreedIndexComponent implements OnChanges, OnInit {
   public ngOnInit() {}
 
   public ngOnChanges() {
-    const { emoji, text } = resolveFearAndGreedIndex(this.fearAndGreedIndex);
+    const { emoji, key } = resolveFearAndGreedIndex(this.fearAndGreedIndex);
 
     this.fearAndGreedIndexEmoji = emoji;
-    this.fearAndGreedIndexText = text;
+    this.fearAndGreedIndexText = translate(key);
   }
 }

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

@@ -1,5 +1,5 @@
 <div class="container justify-content-center p-3">
-  <div *ngIf="user.settings.viewMode !== 'ZEN'" class="mb-3 text-center">
+  <div class="mb-3 text-center">
     <gf-toggle
       [defaultValue]="user?.settings?.dateRange"
       [isLoading]="positions === undefined"

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

@@ -33,6 +33,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
   public isLoadingPerformance = true;
   public performance: PortfolioPerformance;
   public showDetails = false;
+  public unit: string;
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
@@ -76,6 +77,8 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
       !this.hasImpersonationId &&
       !this.user.settings.isRestrictedView &&
       this.user.settings.viewMode !== 'ZEN';
+
+    this.unit = this.showDetails ? this.user.settings.baseCurrency : '%';
   }
 
   public onChangeDateRange(dateRange: DateRange) {

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

@@ -86,7 +86,6 @@
       <div class="col">
         <gf-portfolio-performance
           class="pb-4"
-          [baseCurrency]="user?.settings?.baseCurrency"
           [deviceType]="deviceType"
           [errors]="errors"
           [isAllTimeHigh]="isAllTimeHigh"
@@ -95,6 +94,7 @@
           [locale]="user?.settings?.locale"
           [performance]="performance"
           [showDetails]="showDetails"
+          [unit]="unit"
         ></gf-portfolio-performance>
         <div *ngIf="showDetails" class="text-center">
           <gf-toggle

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

@@ -35,17 +35,7 @@
       <span #value id="value"></span>
     </div>
     <div class="flex-grow-1 px-1">
-      <ngx-skeleton-loader
-        *ngIf="isLoading"
-        animation="pulse"
-        [theme]="{
-          height: '1.3rem',
-          width: '2.5rem'
-        }"
-      ></ngx-skeleton-loader>
-      <div *ngIf="!isLoading">
-        {{ unit }}
-      </div>
+      {{ unit }}
     </div>
   </div>
   <div *ngIf="showDetails" class="row">

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

@@ -25,7 +25,6 @@ import { isNumber } from 'lodash';
   styleUrls: ['./portfolio-performance.component.scss']
 })
 export class PortfolioPerformanceComponent implements OnChanges, OnInit {
-  @Input() baseCurrency: string;
   @Input() deviceType: string;
   @Input() errors: ResponseError['errors'];
   @Input() isAllTimeHigh: boolean;
@@ -34,11 +33,10 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
   @Input() locale: string;
   @Input() performance: PortfolioPerformance;
   @Input() showDetails: boolean;
+  @Input() unit: string;
 
   @ViewChild('value') value: ElementRef;
 
-  public unit: string;
-
   public constructor() {}
 
   public ngOnInit() {}
@@ -50,8 +48,6 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
       }
     } else {
       if (isNumber(this.performance?.currentValue)) {
-        this.unit = this.baseCurrency;
-
         new CountUp('value', this.performance?.currentValue, {
           decimal: getNumberFormatDecimal(this.locale),
           decimalPlaces:
@@ -63,8 +59,6 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
           separator: getNumberFormatGroup(this.locale)
         }).start();
       } else if (this.performance?.currentValue === null) {
-        this.unit = '%';
-
         new CountUp(
           'value',
           this.performance?.currentNetPerformancePercent * 100,

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

@@ -155,16 +155,18 @@
           [isDate]="true"
           [locale]="data.locale"
           [value]="firstBuyDate"
-          >First Buy Date</gf-value
+          >First Activity</gf-value
         >
       </div>
       <div class="col-6 mb-3">
         <gf-value
-          i18n
           size="medium"
           [locale]="data.locale"
           [value]="transactionCount"
-          >Transactions</gf-value
+          ><ng-container *ngIf="transactionCount === 1">Activity</ng-container
+          ><ng-container *ngIf="transactionCount !== 1"
+            >Activities</ng-container
+          ></gf-value
         >
       </div>
       <div class="col-6 mb-3">

apps/client/src/app/components/symbol-icon/symbol-icon.component.scss

@@ -1,5 +1,6 @@
 :host {
-  display: block;
+  align-items: center;
+  display: flex;
 
   img {
     border-radius: 0.2rem;

apps/client/src/app/components/user-account-membership/user-account-membership.html

@@ -1,41 +1,42 @@
-<div class="container">
-  <h1 class="d-none d-sm-block h3 mb-3 text-center" i18n>Membership</h1>
-  <div class="row">
+<div class="align-items-center container d-flex h-100 justify-content-center">
+  <div class="row w-100">
     <div class="col">
-      <gf-membership-card
-        class="mb-5 mx-auto"
-        [expiresAt]="(user?.subscription?.expiresAt | date: defaultDateFormat) ?? '∞'"
-        [name]="user?.subscription?.type"
-      ></gf-membership-card>
-      <div class="d-flex">
-        <div class="mx-auto">
-          <div *ngIf="user?.subscription?.type === 'Basic'">
-            <ng-container
-              *ngIf="hasPermissionForSubscription && hasPermissionToUpdateUserSettings"
-            >
-              <button color="primary" mat-flat-button (click)="onCheckout()">
-                <ng-container *ngIf="user.subscription.offer === 'default'" i18n
-                  >Upgrade</ng-container
-                >
-                <ng-container *ngIf="user.subscription.offer === 'renewal'" i18n
-                  >Renew</ng-container
-                >
-              </button>
-              <div *ngIf="price" class="mt-1">
-                <ng-container *ngIf="coupon"
-                  ><del class="text-muted"
-                    >{{ baseCurrency }}&nbsp;{{ price }}</del
-                  >&nbsp;{{ baseCurrency }}&nbsp;{{ price - coupon
-                  }}</ng-container
-                >
-                <ng-container *ngIf="!coupon"
-                  >{{ baseCurrency }}&nbsp;{{ price }}</ng-container
-                >&nbsp;<span i18n>per year</span>
-              </div>
-            </ng-container>
+      <div class="align-items-center d-flex flex-column">
+        <gf-membership-card
+          [expiresAt]="user?.subscription?.expiresAt | date: defaultDateFormat"
+          [name]="user?.subscription?.type"
+        ></gf-membership-card>
+        <div
+          *ngIf="user?.subscription?.type === 'Basic'"
+          class="d-flex flex-column mt-5"
+        >
+          <ng-container
+            *ngIf="hasPermissionForSubscription && hasPermissionToUpdateUserSettings"
+          >
+            <button color="primary" mat-flat-button (click)="onCheckout()">
+              <ng-container *ngIf="user.subscription.offer === 'default'" i18n
+                >Upgrade</ng-container
+              >
+              <ng-container *ngIf="user.subscription.offer === 'renewal'" i18n
+                >Renew</ng-container
+              >
+            </button>
+            <div *ngIf="price" class="mt-1 text-center">
+              <ng-container *ngIf="coupon"
+                ><del class="text-muted"
+                  >{{ baseCurrency }}&nbsp;{{ price }}</del
+                >&nbsp;{{ baseCurrency }}&nbsp;{{ price - coupon
+                }}</ng-container
+              >
+              <ng-container *ngIf="!coupon"
+                >{{ baseCurrency }}&nbsp;{{ price }}</ng-container
+              >&nbsp;<span i18n>per year</span>
+            </div>
+          </ng-container>
+          <div class="align-items-center d-flex justify-content-center mt-4">
             <a
               *ngIf="!user?.subscription?.expiresAt"
-              class="mr-2 my-2"
+              class="mx-1"
               mat-stroked-button
               [href]="trySubscriptionMail"
               ><span i18n>Try Premium</span>
@@ -46,7 +47,7 @@
             ></a>
             <a
               *ngIf="hasPermissionToUpdateUserSettings"
-              class="mr-2 my-2"
+              class="mx-1"
               i18n
               mat-stroked-button
               [routerLink]=""

apps/client/src/app/components/user-account-membership/user-account-membership.scss

@@ -1,6 +1,7 @@
 :host {
   color: rgb(var(--dark-primary-text));
   display: block;
+  height: 100%;
 }
 
 :host-context(.is-dark-theme) {

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

@@ -1,7 +1,7 @@
 <div class="container">
   <div class="mb-5 row">
     <div class="col">
-      <h1 class="h3 mb-4 text-center">
+      <h1 class="h3 line-height-1 mb-4 text-center">
         <span class="d-none d-sm-block"
           ><ng-container i18n>Our</ng-container> OSS Friends</span
         >

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

@@ -1,5 +1,4 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
-import { environment } from '@ghostfolio/client/../environments/environment';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { User } from '@ghostfolio/common/interfaces';
@@ -20,7 +19,6 @@ export class AboutOverviewPageComponent implements OnDestroy, OnInit {
   public routerLinkFaq = ['/' + $localize`faq`];
   public routerLinkFeatures = ['/' + $localize`features`];
   public user: User;
-  public version = environment.version;
 
   private unsubscribeSubject = new Subject<void>();
 

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

@@ -35,9 +35,6 @@
             title="Contributors to Ghostfolio"
             >contributors</a
           >.
-          <ng-container *ngIf="version">
-            This instance is running Ghostfolio {{ version }}.
-          </ng-container>
           <ng-container *ngIf="hasPermissionForSubscription"
             >Check the system status at
             <a href="https://status.ghostfol.io" title="Ghostfolio Status"

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

@@ -13,8 +13,8 @@ import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Account as AccountModel } from '@prisma/client';
 import { DeviceDetectorService } from 'ngx-device-detector';
-import { Subject, Subscription } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
+import { EMPTY, Subject, Subscription } from 'rxjs';
+import { catchError, takeUntil } from 'rxjs/operators';
 
 import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog/create-or-update-account-dialog.component';
 import { TransferBalanceDialog } from './transfer-balance/transfer-balance-dialog.component';
@@ -283,7 +283,6 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
       data: {
         accounts: this.accounts
       },
-      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
@@ -301,7 +300,14 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
               accountIdTo,
               balance
             })
-            .pipe(takeUntil(this.unsubscribeSubject))
+            .pipe(
+              catchError(() => {
+                alert($localize`Oops, cash balance transfer has failed.`);
+
+                return EMPTY;
+              }),
+              takeUntil(this.unsubscribeSubject)
+            )
             .subscribe(() => {
               this.fetchAccounts();
             });

apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.component.ts

@@ -15,6 +15,7 @@ import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { DataService } from '@ghostfolio/client/services/data.service';
+import { Currency } from '@ghostfolio/common/interfaces/currency.interface';
 import { Platform } from '@prisma/client';
 import { Observable, Subject } from 'rxjs';
 import { map, startWith } from 'rxjs/operators';
@@ -30,7 +31,7 @@ import { CreateOrUpdateAccountDialogParams } from './interfaces/interfaces';
 })
 export class CreateOrUpdateAccountDialog implements OnDestroy {
   public accountForm: FormGroup;
-  public currencies: string[] = [];
+  public currencies: Currency[] = [];
   public filteredPlatforms: Observable<Platform[]>;
   public platforms: Platform[];
 
@@ -46,7 +47,10 @@ export class CreateOrUpdateAccountDialog implements OnDestroy {
   public ngOnInit() {
     const { currencies, platforms } = this.dataService.fetchInfo();
 
-    this.currencies = currencies;
+    this.currencies = currencies.map((currency) => ({
+      label: currency,
+      value: currency
+    }));
     this.platforms = platforms;
 
     this.accountForm = this.formBuilder.group({
@@ -101,7 +105,7 @@ export class CreateOrUpdateAccountDialog implements OnDestroy {
     const account: CreateAccountDto | UpdateAccountDto = {
       balance: this.accountForm.controls['balance'].value,
       comment: this.accountForm.controls['comment'].value,
-      currency: this.accountForm.controls['currency'].value,
+      currency: this.accountForm.controls['currency'].value?.value,
       id: this.accountForm.controls['accountId'].value,
       isExcluded: this.accountForm.controls['isExcluded'].value,
       name: this.accountForm.controls['name'].value,

apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.html

@@ -20,11 +20,10 @@
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Currency</mat-label>
-        <mat-select formControlName="currency">
-          <mat-option *ngFor="let currency of currencies" [value]="currency"
-            >{{ currency }}</mat-option
-          >
-        </mat-select>
+        <gf-currency-selector
+          formControlName="currency"
+          [currencies]="currencies"
+        />
       </mat-form-field>
     </div>
     <div>
@@ -37,7 +36,7 @@
           (keydown.enter)="$event.stopPropagation()"
         />
         <span class="ml-2" matTextSuffix
-          >{{ accountForm.controls['currency'].value }}</span
+          >{{ accountForm.controls['currency']?.value?.value }}</span
         >
       </mat-form-field>
     </div>

apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.module.ts

@@ -7,8 +7,8 @@ import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatDialogModule } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
-import { MatSelectModule } from '@angular/material/select';
 import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
+import { GfCurrencySelectorModule } from '@ghostfolio/ui/currency-selector/currency-selector.module';
 
 import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.component';
 
@@ -17,6 +17,7 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.c
   imports: [
     CommonModule,
     FormsModule,
+    GfCurrencySelectorModule,
     GfSymbolIconModule,
     MatAutocompleteModule,
     MatButtonModule,
@@ -24,7 +25,6 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.c
     MatDialogModule,
     MatFormFieldModule,
     MatInputModule,
-    MatSelectModule,
     ReactiveFormsModule
   ]
 })

apps/client/src/app/pages/accounts/transfer-balance/transfer-balance-dialog.component.ts

@@ -4,7 +4,13 @@ import {
   Inject,
   OnDestroy
 } from '@angular/core';
-import { FormBuilder, FormGroup, Validators } from '@angular/forms';
+import {
+  AbstractControl,
+  FormBuilder,
+  FormGroup,
+  ValidationErrors,
+  Validators
+} from '@angular/forms';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { TransferBalanceDto } from '@ghostfolio/api/app/account/transfer-balance.dto';
 import { Account } from '@prisma/client';
@@ -35,11 +41,16 @@ export class TransferBalanceDialog implements OnDestroy {
   public ngOnInit() {
     this.accounts = this.data.accounts;
 
-    this.transferBalanceForm = this.formBuilder.group({
-      balance: [0, Validators.required],
-      fromAccount: ['', Validators.required],
-      toAccount: ['', Validators.required]
-    });
+    this.transferBalanceForm = this.formBuilder.group(
+      {
+        balance: ['', Validators.required],
+        fromAccount: ['', Validators.required],
+        toAccount: ['', Validators.required]
+      },
+      {
+        validators: this.compareAccounts
+      }
+    );
 
     this.transferBalanceForm.get('fromAccount').valueChanges.subscribe((id) => {
       this.currency = this.accounts.find((account) => {
@@ -66,4 +77,13 @@ export class TransferBalanceDialog implements OnDestroy {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
+
+  private compareAccounts(control: AbstractControl): ValidationErrors {
+    const accountFrom = control.get('fromAccount');
+    const accountTo = control.get('toAccount');
+
+    if (accountFrom.value === accountTo.value) {
+      return { invalid: true };
+    }
+  }
 }

apps/client/src/app/pages/accounts/transfer-balance/transfer-balance-dialog.html

@@ -10,9 +10,17 @@
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>From</mat-label>
         <mat-select formControlName="fromAccount">
-          <mat-option *ngFor="let account of accounts" [value]="account.id"
-            >{{ account.name }}</mat-option
-          >
+          <mat-option *ngFor="let account of accounts" [value]="account.id">
+            <div class="d-flex">
+              <gf-symbol-icon
+                *ngIf="account.Platform?.url"
+                class="mr-1"
+                [tooltip]="account.Platform?.name"
+                [url]="account.Platform?.url"
+              ></gf-symbol-icon
+              ><span>{{ account.name }}</span>
+            </div>
+          </mat-option>
         </mat-select>
       </mat-form-field>
     </div>
@@ -20,9 +28,17 @@
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>To</mat-label>
         <mat-select formControlName="toAccount">
-          <mat-option *ngFor="let account of accounts" [value]="account.id"
-            >{{ account.name }}</mat-option
-          >
+          <mat-option *ngFor="let account of accounts" [value]="account.id">
+            <div class="d-flex">
+              <gf-symbol-icon
+                *ngIf="account.Platform?.url"
+                class="mr-1"
+                [tooltip]="account.Platform?.name"
+                [url]="account.Platform?.url"
+              ></gf-symbol-icon
+              ><span>{{ account.name }}</span>
+            </div>
+          </mat-option>
         </mat-select>
       </mat-form-field>
     </div>

apps/client/src/app/pages/accounts/transfer-balance/transfer-balance-dialog.module.ts

@@ -6,6 +6,7 @@ import { MatDialogModule } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
+import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
 
 import { TransferBalanceDialog } from './transfer-balance-dialog.component';
 
@@ -13,6 +14,7 @@ import { TransferBalanceDialog } from './transfer-balance-dialog.component';
   declarations: [TransferBalanceDialog],
   imports: [
     CommonModule,
+    GfSymbolIconModule,
     MatButtonModule,
     MatDialogModule,
     MatFormFieldModule,

apps/client/src/app/pages/blog/2023/11/hacktoberfest-2023/hacktoberfest-2023-debriefing-page.component.ts

@@ -0,0 +1,15 @@
+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-hacktoberfest-2023-debriefing-page',
+  standalone: true,
+  templateUrl: './hacktoberfest-2023-debriefing-page.html'
+})
+export class Hacktoberfest2023DebriefingPageComponent {
+  public routerLinkAbout = ['/' + $localize`about`];
+  public routerLinkFeatures = ['/' + $localize`features`];
+}

apps/client/src/app/pages/blog/2023/11/hacktoberfest-2023/hacktoberfest-2023-debriefing-page.html

@@ -0,0 +1,283 @@
+<div class="blog container">
+  <div class="row">
+    <div class="col-md-8 offset-md-2">
+      <article>
+        <div class="mb-4 text-center">
+          <h1 class="mb-1">Hacktoberfest 2023 Debriefing</h1>
+          <div class="mb-3 text-muted"><small>2023-11-05</small></div>
+          <img
+            alt="Hacktoberfest 2023 with Ghostfolio Teaser"
+            class="rounded w-100"
+            src="../assets/images/blog/hacktoberfest-2023.png"
+            title="Hacktoberfest 2023 with Ghostfolio"
+          />
+        </div>
+        <section class="mb-4">
+          <p>
+            As <a href="https://hacktoberfest.com">Hacktoberfest</a> has come to
+            an end, it’s time to look back and share our learnings.
+            Hacktoberfest is a month-long celebration of open source software
+            (OSS) projects, their maintainers, and the entire community of
+            contributors. Each October, open source maintainers from all over
+            the world give extra attention to new contributors while guiding
+            them through their first pull requests on
+            <a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>. This
+            year the event celebrated its 10th anniversary. At Ghostfolio, we
+            have participated in the event for the
+            <a href="../en/blog/2023/09/hacktoberfest-2023">second time</a> this
+            year.
+          </p>
+          <p>
+            In this debriefing, we’ll take a closer look at our journey during
+            Hacktoberfest, exploring the facts and figures, key takeaways, and
+            the impact on Ghostfolio.
+          </p>
+        </section>
+        <section class="mb-4">
+          <h2 class="h4">Hacktoberfest with Ghostfolio</h2>
+          <p>
+            <a href="https://ghostfol.io">Ghostfolio</a> is a modern web
+            application for managing personal finances. The software aggregates
+            your assets and empowers informed decision-making to help you
+            balance your portfolio or plan for future investments.
+          </p>
+          <p>
+            Our experience at Ghostfolio during Hacktoberfest 2023 has been
+            truly remarkable. Despite the absence of T-shirt rewards this year,
+            our expectations were exceeded in every way.
+            <a [routerLink]="routerLinkAbout">We</a> had the privilege of
+            collaborating with
+            <a
+              href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
+              >20 talented developers</a
+            >
+            from around the world, each bringing their unique skills and
+            backgrounds to our fintech project.
+          </p>
+          <p>
+            <figure class="figure">
+              <a
+                href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
+              >
+                <img
+                  alt="Screenshot of the Ghostfolio’s Hacktoberfest 2023 Insights"
+                  class="figure-img img-fluid rounded"
+                  src="../assets/images/blog/hacktoberfest-2023-insights.png"
+                  title="Screenshot of the Ghostfolio’s Hacktoberfest 2023 Insights"
+                />
+              </a>
+              <figcaption class="figure-caption text-center">
+                Screenshot of the Ghostfolio’s Hacktoberfest 2023 Insights
+              </figcaption>
+            </figure>
+          </p>
+          <p>
+            All these contributions made during Hacktoberfest have a significant
+            impact on Ghostfolio. As many as 100 new
+            <a [routerLink]="routerLinkFeatures">features</a> and improvements
+            have been merged to enhance the user experience and software
+            platform management.
+          </p>
+          <p class="text-center">
+            <img
+              alt="Hacktoberfest 2023 Badges"
+              class="figure-img img-fluid rounded w-50"
+              src="../assets/images/blog/hacktoberfest-2023-badges.png"
+              title="Hacktoberfest 2023 Badges"
+            />
+          </p>
+          <p>
+            The lessons learned through this global collaboration highlight the
+            collective spirit of the open source community, even without
+            traditional incentives. It serves as a driving force for Ghostfolio
+            to evolve into an exceptional piece of open source wealth management
+            software. Hacktoberfest 2023 has been an amazing and enlightening
+            journey for everyone involved.
+          </p>
+        </section>
+        <section class="mb-4">
+          <h2 class="h4">Key Takeaways</h2>
+          <p>
+            We’ve gathered some valuable takeaways from our experience to
+            consider for upcoming years. These insights can help us and fellow
+            open source projects make the most of Hacktoberfest:
+          </p>
+          <ul class="list-unstyled">
+            <li>
+              <h3 class="h5">Prepare early</h3>
+              <p>
+                Prospective contributors often begin looking for tasks as early
+                as the end of September. Preparing your project, organizing
+                issues, and setting clear goals in advance can help you attract
+                and engage more participants.
+              </p>
+            </li>
+            <li>
+              <h3 class="h5">Meet formal requirements</h3>
+              <p>
+                Ensure that your project aligns with Hacktoberfest’s formal
+                requirements and rules. Properly tag issues, provide clear
+                guidelines for contributions, and make sure your project is
+                accessible to newcomers.
+              </p>
+            </li>
+            <li>
+              <h3 class="h5">Allocate sufficient time</h3>
+              <p>
+                Being responsive and providing support to participants is
+                crucial. Allocate enough time to answer questions, review and
+                merge pull requests, and offer guidance to first-time
+                contributors. This level of support can significantly enhance
+                the experience for both contributors and maintainers.
+              </p>
+            </li>
+            <li>
+              <h3 class="h5">Provide clarity in descriptions</h3>
+              <p>
+                When creating issues for Hacktoberfest, be as clear as possible
+                in your descriptions. Including screenshots, links to code
+                examples, and detailed instructions can make it easier for
+                contributors to understand and complete the task successfully.
+              </p>
+            </li>
+            <li>
+              <h3 class="h5">Isolate tasks</h3>
+              <p>
+                Ideally, focus on tasks that are approachable for beginners, as
+                the setup and frameworks used can already be quite challenging.
+                This way, you can attract a wider range of contributors.
+              </p>
+            </li>
+            <li>
+              <h3 class="h5">Embrace learning</h3>
+              <p>
+                Understand that not every attempt will result in a successful
+                contribution. It’s okay if a contributor’s pull request doesn’t
+                make it into the project. Encourage a learning mindset and
+                provide constructive feedback, helping contributors grow and
+                improve over time.
+              </p>
+            </li>
+          </ul>
+          <p>
+            By following these takeaways, we can ensure a rewarding experience
+            for everyone taking part in future Hacktoberfest events.
+          </p>
+        </section>
+        <section class="mb-4">
+          <h2 class="h4">Thank you</h2>
+          <p>
+            Our experience with Hacktoberfest truly showcases the magic of open
+            source. The sense of community, mentorship, and our shared
+            dedication to software development is what motivates us at
+            Ghostfolio. As we look forward to future collaborations to make
+            personal finance and investing more accessible, we simply want to
+            thank everyone involved.
+          </p>
+          <p>
+            Keep coding and sharing your learnings!<br />
+            Thomas from Ghostfolio
+          </p>
+        </section>
+        <section class="mb-4">
+          <ul class="list-inline">
+            <li class="list-inline-item">
+              <span class="badge badge-light">Code</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Collaboration</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Community</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Development</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Feature</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Finance</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Fintech</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Ghostfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">GitHub</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Hacktoberfest</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Investing</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Investment</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Learning</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Lessons learned</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Mindset</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">October</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Open Source</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">OSS</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Personal Finance</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Portfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Programming</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Software</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Takeaways</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">User Experience</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">UX</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Wealth</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Wealth Management</span>
+            </li>
+          </ul>
+        </section>
+        <nav aria-label="breadcrumb">
+          <ol class="breadcrumb">
+            <li class="breadcrumb-item">
+              <a i18n [routerLink]="['/blog']">Blog</a>
+            </li>
+            <li
+              aria-current="page"
+              class="active breadcrumb-item text-truncate"
+            >
+              Hacktoberfest 2023 Debriefing
+            </li>
+          </ol>
+        </nav>
+      </article>
+    </div>
+  </div>
+</div>

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

@@ -163,6 +163,15 @@ const routes: Routes = [
         './2023/09/hacktoberfest-2023/hacktoberfest-2023-page.component'
       ).then((c) => c.Hacktoberfest2023PageComponent),
     title: 'Hacktoberfest 2023'
+  },
+  {
+    canActivate: [AuthGuard],
+    path: '2023/11/hacktoberfest-2023-debriefing',
+    loadComponent: () =>
+      import(
+        './2023/11/hacktoberfest-2023/hacktoberfest-2023-debriefing-page.component'
+      ).then((c) => c.Hacktoberfest2023DebriefingPageComponent),
+    title: 'Hacktoberfest 2023 Debriefing'
   }
 ];
 

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

@@ -8,6 +8,32 @@
           finance</small
         >
       </h1>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-content>
+          <div class="container p-0">
+            <div class="flex-nowrap no-gutters row">
+              <a
+                class="d-flex overflow-hidden w-100"
+                href="../en/blog/2023/11/hacktoberfest-2023-debriefing"
+              >
+                <div class="flex-grow-1 overflow-hidden">
+                  <div class="h6 m-0 text-truncate">
+                    Hacktoberfest 2023 Debriefing
+                  </div>
+                  <div class="d-flex text-muted">2023-11-05</div>
+                </div>
+                <div class="align-items-center d-flex">
+                  <ion-icon
+                    class="chevron text-muted"
+                    name="chevron-forward-outline"
+                    size="small"
+                  ></ion-icon>
+                </div>
+              </a>
+            </div>
+          </div>
+        </mat-card-content>
+      </mat-card>
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-content>
           <div class="container p-0">

apps/client/src/app/pages/i18n/i18n-page.html

@@ -5,6 +5,11 @@
         Ghostfolio is a personal finance dashboard to keep track of your assets
         like stocks, ETFs or cryptocurrencies across multiple platforms.
       </li>
+      <li i18n="@@metaKeywords">
+        app, asset, cryptocurrency, dashboard, etf, finance, management,
+        performance, portfolio, software, stock, trading, wealth, web3
+      </li>
+      <li i18n="@@slogan">Open Source Wealth Management Software</li>
     </ul>
   </div>
 </div>

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

@@ -327,7 +327,7 @@
     <div class="col-md-8 offset-md-2">
       <gf-carousel [aria-label]="'Testimonials'">
         <div *ngFor="let testimonial of testimonials" gf-carousel-item>
-          <div class="d-flex px-3">
+          <div class="d-flex px-4">
             <gf-logo
               class="mr-3 mt-2 pt-1"
               size="medium"