Release 2.19.0 (#2615)

* Improve handling of derived currencies

* 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 +5,88 @@ 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).
 
+## 2.19.0 - 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

DEVELOPMENT.md

@@ -20,6 +20,12 @@ Use `*ngIf="user?.settings?.isExperimentalFeatures"` in HTML template
 
 ## 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/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/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)) &&
@@ -482,6 +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) &&

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/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/assets/sitemap.xml

@@ -54,10 +54,22 @@
     <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-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-beanvest</loc>
+    <lastmod>${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 +94,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -94,6 +110,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-gospatz</loc>
     <lastmod>${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>
@@ -134,6 +154,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -166,6 +190,14 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-utluna</loc>
     <lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@@ -274,6 +306,10 @@
     <loc>https://ghostfol.io/en/blog/2023/09/hacktoberfest-2023</loc>
     <lastmod>${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 +344,22 @@
     <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-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-beanvest</loc>
+    <lastmod>${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 +384,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -348,6 +400,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-gospatz</loc>
     <lastmod>${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>
@@ -388,6 +444,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -420,6 +480,14 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-utluna</loc>
     <lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@@ -590,12 +658,24 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools</loc>
     <lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-altoo</loc>
     <lastmod>${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-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>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   <url>
@@ -618,6 +698,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finary</loc>
     <lastmod>${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 +714,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -670,6 +758,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-projectionlab</loc>
     <lastmod>${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>
@@ -702,6 +794,14 @@
     <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>
@@ -718,10 +818,22 @@
     <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-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-beanvest</loc>
+    <lastmod>${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 +858,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -758,6 +874,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-gospatz</loc>
     <lastmod>${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>
@@ -798,6 +918,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -830,6 +954,14 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-utluna</loc>
     <lastmod>${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>

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/data-provider/alpha-vantage/alpha-vantage.service.ts

@@ -105,9 +105,11 @@ export class AlphaVantageService implements DataProviderInterface {
     return DataSource.ALPHA_VANTAGE;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+  public async getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
     return {};
   }
 

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

@@ -134,13 +134,15 @@ 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({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
-      return {};
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
@@ -150,8 +152,8 @@ export class CoinGeckoService implements DataProviderInterface {
         abortController.abort();
       }, DEFAULT_REQUEST_TIMEOUT);
 
-      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 +162,20 @@ 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/yahoo-finance/yahoo-finance.service.ts

@@ -10,6 +10,7 @@ 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';
@@ -156,7 +157,20 @@ 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 +190,7 @@ 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

@@ -311,7 +311,9 @@ export class DataProviderService {
           i + maximumNumberOfSymbolsPerRequest
         );
 
-        const promise = Promise.resolve(dataProvider.getQuotes(symbolsChunk));
+        const promise = Promise.resolve(
+          dataProvider.getQuotes({ symbols: symbolsChunk })
+        );
 
         promises.push(
           promise.then(async (result) => {

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

@@ -131,17 +131,21 @@ 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({
+    symbols
+  }: {
+    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();
 
@@ -150,9 +154,9 @@ export class EodHistoricalDataService implements DataProviderInterface {
       }, DEFAULT_REQUEST_TIMEOUT);
 
       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 +164,12 @@ 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 +182,7 @@ 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 +113,15 @@ 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({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
-      return {};
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
@@ -130,7 +132,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
       }, DEFAULT_REQUEST_TIMEOUT);
 
       const response = await got(
-        `${this.URL}/quote/${aSymbols.join(',')}?apikey=${this.apiKey}`,
+        `${this.URL}/quote/${symbols.join(',')}?apikey=${this.apiKey}`,
         {
           // @ts-ignore
           signal: abortController.signal
@@ -138,7 +140,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
       ).json<any>();
 
       for (const { price, symbol } of response) {
-        results[symbol] = {
+        response[symbol] = {
           currency: DEFAULT_CURRENCY,
           dataProviderInfo: this.getDataProviderInfo(),
           dataSource: DataSource.FINANCIAL_MODELING_PREP,
@@ -150,7 +152,7 @@ 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

@@ -99,18 +99,20 @@ 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({
+    symbols
+  }: {
+    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 +131,7 @@ 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-provider.interface.ts

@@ -36,9 +36,11 @@ export interface DataProviderInterface {
 
   getName(): DataSource;
 
-  getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }>;
+  getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }>;
 
   getTestSymbol(): string;
 

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

@@ -133,18 +133,20 @@ export class ManualService implements DataProviderInterface {
     return DataSource.MANUAL;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+  public async getQuotes({
+    symbols
+  }: {
+    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 +156,10 @@ 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 +87,17 @@ 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({
+    symbols
+  }: {
+    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

@@ -30,7 +30,7 @@ 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 +38,8 @@ export class YahooFinanceService implements DataProviderInterface {
       assetSubClass,
       currency,
       name,
-      dataSource: this.getName(),
-      symbol: aSymbol
+      symbol,
+      dataSource: this.getName()
     };
   }
 
@@ -156,20 +156,22 @@ 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({
+    symbols
+  }: {
+    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/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/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/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.html

@@ -143,12 +143,24 @@
               <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/asset-profile-dialog/asset-profile-dialog.component.ts

@@ -6,19 +6,24 @@ 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 { 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';
@@ -33,14 +38,23 @@ 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: '',
+    name: ['', Validators.required],
     scraperConfiguration: '',
     symbolMapping: ''
   });
-  public assetSubClass: string;
+  public assetProfileSubClass: string;
   public benchmarks: Partial<SymbolProfile>[];
   public countries: {
     [code: string]: { name: string; value: number };
@@ -86,8 +100,8 @@ 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 +128,10 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
         }
 
         this.assetProfileForm.setValue({
+          assetClass: this.assetProfile.assetClass ?? null,
+          assetSubClass: this.assetProfile.assetSubClass ?? null,
           comment: this.assetProfile?.comment ?? '',
+          name: this.assetProfile.name ?? this.assetProfile.symbol,
           scraperConfiguration: JSON.stringify(
             this.assetProfile?.scraperConfiguration ?? {}
           ),
@@ -157,7 +174,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
         dataSource: this.data.dataSource,
         marketData: {
           marketData: marketData.map(({ date, marketPrice }) => {
-            return { marketPrice, date: parseISO(date) };
+            return { marketPrice, date: parseDate(date).toISOString() };
           })
         },
         symbol: this.data.symbol
@@ -204,9 +221,12 @@ 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

@@ -112,7 +112,11 @@
         >
       </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 +124,8 @@
         <gf-value
           i18n
           size="medium"
-          [hidden]="!assetSubClass"
-          [value]="assetSubClass"
+          [hidden]="!assetProfileSubClass"
+          [value]="assetProfileSubClass"
           >Asset Sub Class</gf-value
         >
       </div>
@@ -174,6 +178,38 @@
         </ng-template>
       </ng-container>
     </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100">
+        <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">
+        <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">
+        <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 +7,7 @@ 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 { 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 +27,7 @@ import { AssetProfileDialog } from './asset-profile-dialog.component';
     MatDialogModule,
     MatInputModule,
     MatMenuModule,
+    MatSelectModule,
     ReactiveFormsModule,
     TextFieldModule
   ],

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

@@ -1,5 +1,5 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
-import { MatCheckboxChange } from '@angular/material/checkbox';
+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';
@@ -169,20 +169,20 @@ 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:`);
 

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

@@ -55,6 +55,18 @@
                   </td>
                   <td class="pl-1">{{ exchangeRate.label2 }}</td>
                   <td>
+                    <a
+                      class="h-100 mx-1 no-min-width px-2"
+                      mat-button
+                      [queryParams]="{
+                        assetProfileDialog: true,
+                        dataSource: exchangeRate.dataSource,
+                        symbol: exchangeRate.symbol
+                      }"
+                      [routerLink]="['/admin', 'market-data']"
+                    >
+                      <ion-icon name="create-outline"></ion-icon>
+                    </a>
                     <button
                       *ngIf="customCurrencies.includes(exchangeRate.label2)"
                       class="h-100 mx-1 no-min-width px-2"
@@ -81,21 +93,23 @@
           <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">

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

@@ -3,8 +3,9 @@ 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 { 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 +19,11 @@ import { AdminOverviewComponent } from './admin-overview.component';
     FormsModule,
     GfValueModule,
     MatButtonModule,
-    MatCheckboxModule,
     MatCardModule,
     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/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/user-account-membership/user-account-membership.html

@@ -1,6 +1,5 @@
-<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">
       <div class="align-items-center d-flex flex-column">
         <gf-membership-card
@@ -34,7 +33,7 @@
               >&nbsp;<span i18n>per year</span>
             </div>
           </ng-container>
-          <div class="align-items-center d-flex justfiy-content-center mt-4">
+          <div class="align-items-center d-flex justify-content-center mt-4">
             <a
               *ngIf="!user?.subscription?.expiresAt"
               class="mx-1"

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/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/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/portfolio/analysis/analysis-page.component.ts

@@ -309,7 +309,6 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
   }
 
   private update() {
-    this.isLoadingBenchmarkComparator = true;
     this.isLoadingInvestmentChart = true;
 
     this.dataService
@@ -385,35 +384,37 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
   }
 
   private updateBenchmarkDataItems() {
+    this.benchmarkDataItems = [];
+
     if (this.user.settings.benchmark) {
       const { dataSource, symbol } =
         this.benchmarks.find(({ id }) => {
           return id === this.user.settings.benchmark;
         }) ?? {};
 
-      this.dataService
-        .fetchBenchmarkBySymbol({
-          dataSource,
-          symbol,
-          startDate: this.firstOrderDate
-        })
-        .pipe(takeUntil(this.unsubscribeSubject))
-        .subscribe(({ marketData }) => {
-          this.benchmarkDataItems = marketData.map(({ date, value }) => {
-            return {
-              date,
-              value
-            };
+      if (dataSource && symbol) {
+        this.isLoadingBenchmarkComparator = true;
+
+        this.dataService
+          .fetchBenchmarkBySymbol({
+            dataSource,
+            symbol,
+            startDate: this.firstOrderDate
+          })
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe(({ marketData }) => {
+            this.benchmarkDataItems = marketData.map(({ date, value }) => {
+              return {
+                date,
+                value
+              };
+            });
+
+            this.isLoadingBenchmarkComparator = false;
+
+            this.changeDetectorRef.markForCheck();
           });
-
-          this.isLoadingBenchmarkComparator = false;
-
-          this.changeDetectorRef.markForCheck();
-        });
-    } else {
-      this.benchmarkDataItems = [];
-
-      this.isLoadingBenchmarkComparator = false;
+      }
     }
   }
 }

apps/client/src/app/pages/portfolio/analysis/analysis-page.html

@@ -1,9 +1,9 @@
 <div class="container">
   <h1 class="d-none d-sm-block h3 mb-3 text-center" i18n>Analysis</h1>
-  <div *ngIf="user?.settings?.viewMode !== 'ZEN'" class="my-4 text-center">
+  <div class="my-4 text-center">
     <gf-toggle
       [defaultValue]="user?.settings?.dateRange"
-      [isLoading]="isLoadingBenchmarkComparator"
+      [isLoading]="isLoadingBenchmarkComparator || isLoadingInvestmentChart"
       [options]="dateRangeOptions"
       (change)="onChangeDateRange($event.value)"
     ></gf-toggle>
@@ -23,7 +23,7 @@
         [benchmarks]="benchmarks"
         [colorScheme]="user?.settings?.colorScheme"
         [daysInMarket]="daysInMarket"
-        [isLoading]="isLoadingBenchmarkComparator"
+        [isLoading]="isLoadingBenchmarkComparator || isLoadingInvestmentChart"
         [locale]="user?.settings?.locale"
         [performanceDataItems]="performanceDataItemsInPercentage"
         [user]="user"
@@ -149,7 +149,7 @@
           [daysInMarket]="daysInMarket"
           [historicalDataItems]="performanceDataItems"
           [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
-          [isLoading]="isLoadingBenchmarkComparator"
+          [isLoading]="isLoadingInvestmentChart"
           [locale]="user?.settings?.locale"
           [range]="user?.settings?.dateRange"
         ></gf-investment-chart>

apps/client/src/app/pages/resources/personal-finance-tools/personal-finance-tools-page-routing.module.ts

@@ -16,10 +16,10 @@ const routes: Routes = [
     .filter(({ key }) => {
       return key !== 'ghostfolio';
     })
-    .map(({ component, key, name }) => {
+    .map(({ alias, component, key, name }) => {
       return {
         canActivate: [AuthGuard],
-        path: $localize`open-source-alternative-to` + `-${key}`,
+        path: $localize`open-source-alternative-to` + `-${alias ?? key}`,
         loadComponent: () =>
           import(`./products/${key}-page.component`).then(() => component),
         title: $localize`Open Source Alternative to ${name}`

apps/client/src/app/pages/resources/personal-finance-tools/personal-finance-tools-page.component.ts

@@ -12,9 +12,13 @@ import { products } from './products';
 export class PersonalFinanceToolsPageComponent implements OnDestroy {
   public pathAlternativeTo = $localize`open-source-alternative-to` + '-';
   public pathResources = '/' + $localize`resources`;
-  public products = products.filter(({ key }) => {
-    return key !== 'ghostfolio';
-  });
+  public products = products
+    .filter(({ key }) => {
+      return key !== 'ghostfolio';
+    })
+    .sort((a, b) => {
+      return a.name.localeCompare(b.name, undefined, { sensitivity: 'base' });
+    });
   public routerLinkAbout = ['/' + $localize`about`];
 
   private unsubscribeSubject = new Subject<void>();

apps/client/src/app/pages/resources/personal-finance-tools/personal-finance-tools-page.html

@@ -28,8 +28,8 @@
             <div class="flex-nowrap no-gutters row">
               <a
                 class="d-flex overflow-hidden w-100"
-                title="Compare Ghostfolio to {{ product.name }}"
-                [routerLink]="[pathResources, 'personal-finance-tools', pathAlternativeTo + product.key]"
+                title="Compare Ghostfolio to {{ product.name }} - {{ product.slogan }}"
+                [routerLink]="[pathResources, 'personal-finance-tools', pathAlternativeTo + (product.alias ?? product.key)]"
               >
                 <div class="flex-grow-1 overflow-hidden">
                   <div class="h6 m-0 text-truncate" i18n>

apps/client/src/app/pages/resources/personal-finance-tools/product-page-template.html

@@ -35,15 +35,19 @@
             its capabilities, security, and user experience.
           </p>
           <p i18n>
-            Let’s dive deeper into the detailed comparison table below to gain a
-            thorough understanding of how Ghostfolio positions itself relative
-            to {{ product2.name }}. We will explore various aspects such as
-            features, data privacy, pricing, and more, allowing you to make a
-            well-informed choice for your personal requirements.
+            Let’s dive deeper into the detailed Ghostfolio vs {{ product2.name
+            }} comparison table below to gain a thorough understanding of how
+            Ghostfolio positions itself relative to {{ product2.name }}. We will
+            explore various aspects such as features, data privacy, pricing, and
+            more, allowing you to make a well-informed choice for your personal
+            requirements.
           </p>
         </section>
         <section class="mb-4">
           <table class="gf-table w-100">
+            <caption class="text-center" i18n>
+              Ghostfolio vs {{ product2.name }} comparison table
+            </caption>
             <thead>
               <tr class="mat-mdc-header-row">
                 <th class="mat-mdc-header-cell px-1 py-2"></th>
@@ -197,12 +201,13 @@
         </section>
         <section class="mb-4">
           <p i18n>
-            Please note that the information provided is based on our
-            independent research and analysis. This website is not affiliated
-            with {{ product2.name }} or any other product mentioned in the
-            comparison. As the landscape of personal finance tools evolves, it
-            is essential to verify any specific details or changes directly from
-            the respective product page. Data needs a refresh? Help us maintain
+            Please note that the information provided in the Ghostfolio vs {{
+            product2.name }} comparison table is based on our independent
+            research and analysis. This website is not affiliated with {{
+            product2.name }} or any other product mentioned in the comparison.
+            As the landscape of personal finance tools evolves, it is essential
+            to verify any specific details or changes directly from the
+            respective product page. Data needs a refresh? Help us maintain
             accurate data on
             <a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>.
           </p>
@@ -291,7 +296,7 @@
               aria-current="page"
               class="active breadcrumb-item text-truncate"
             >
-              {{ product2.name }}
+              Ghostfolio vs {{ product2.name }}
             </li>
           </ol>
         </nav>

apps/client/src/app/pages/resources/personal-finance-tools/products.ts

@@ -1,15 +1,20 @@
 import { Product } from '@ghostfolio/common/interfaces';
 
 import { AltooPageComponent } from './products/altoo-page.component';
+import { BeanvestPageComponent } from './products/beanvest-page.component';
+import { CapitallyPageComponent } from './products/capitally-page.component';
 import { CapMonPageComponent } from './products/capmon-page.component';
 import { CopilotMoneyPageComponent } from './products/copilot-money-page.component';
 import { DeltaPageComponent } from './products/delta-page.component';
 import { DivvyDiaryPageComponent } from './products/divvydiary-page.component';
+import { EightFiguresPageComponent } from './products/eightfigures-page.component';
 import { ExirioPageComponent } from './products/exirio-page.component';
 import { FinaryPageComponent } from './products/finary-page.component';
+import { FinWisePageComponent } from './products/finwise-page.component';
 import { FolisharePageComponent } from './products/folishare-page.component';
 import { GetquinPageComponent } from './products/getquin-page.component';
 import { GoSpatzPageComponent } from './products/gospatz-page.component';
+import { IntuitMintPageComponent } from './products/intuit-mint-page.component';
 import { JustEtfPageComponent } from './products/justetf-page.component';
 import { KuberaPageComponent } from './products/kubera-page.component';
 import { MarketsShPageComponent } from './products/markets.sh-page.component';
@@ -20,6 +25,7 @@ import { PlannixPageComponent } from './products/plannix-page.component';
 import { PortfolioDividendTrackerPageComponent } from './products/portfolio-dividend-tracker-page.component';
 import { PortseidoPageComponent } from './products/portseido-page.component';
 import { ProjectionLabPageComponent } from './products/projectionlab-page.component';
+import { RocketMoneyPageComponent } from './products/rocket-money-page.component';
 import { SeekingAlphaPageComponent } from './products/seeking-alpha-page.component';
 import { SharesightPageComponent } from './products/sharesight-page.component';
 import { SimplePortfolioPageComponent } from './products/simple-portfolio-page.component';
@@ -28,6 +34,8 @@ import { StocklePageComponent } from './products/stockle-page.component';
 import { StockMarketEyePageComponent } from './products/stockmarketeye-page.component';
 import { SumioPageComponent } from './products/sumio-page.component';
 import { UtlunaPageComponent } from './products/utluna-page.component';
+import { VyzerPageComponent } from './products/vyzer-page.component';
+import { WealthicaPageComponent } from './products/wealthica-page.component';
 import { YeekateePageComponent } from './products/yeekatee-page.component';
 
 export const products: Product[] = [
@@ -63,13 +71,34 @@ export const products: Product[] = [
     origin: $localize`Switzerland`,
     slogan: 'Simplicity for Complex Wealth'
   },
+  {
+    component: BeanvestPageComponent,
+    founded: 2020,
+    hasFreePlan: true,
+    hasSelfHostingAbility: false,
+    key: 'beanvest',
+    name: 'Beanvest',
+    origin: $localize`France`,
+    pricingPerYear: '$100',
+    slogan: 'Stock Portfolio Tracker for Smart Investors'
+  },
+  {
+    component: CapitallyPageComponent,
+    hasFreePlan: true,
+    hasSelfHostingAbility: false,
+    key: 'capitally',
+    name: 'Capitally',
+    origin: $localize`Poland`,
+    pricingPerYear: '€50',
+    slogan: 'Optimize your investments performance'
+  },
   {
     component: CapMonPageComponent,
     founded: 2022,
     key: 'capmon',
     name: 'CapMon.org',
     origin: $localize`Germany`,
-    note: 'Sunset in 2023',
+    note: 'CapMon.org has discontinued in 2023',
     slogan: 'Next Generation Assets Tracking'
   },
   {
@@ -106,6 +135,15 @@ export const products: Product[] = [
     pricingPerYear: '€65',
     slogan: 'Your personal Dividend Calendar'
   },
+  {
+    alias: '8figures',
+    component: EightFiguresPageComponent,
+    founded: 2022,
+    key: 'eightfigures',
+    name: '8FIGURES',
+    origin: $localize`United States`,
+    slogan: 'Portfolio Tracker Designed by Professional Investors'
+  },
   {
     component: ExirioPageComponent,
     founded: 2020,
@@ -126,6 +164,16 @@ export const products: Product[] = [
     origin: $localize`United States`,
     slogan: 'Real-Time Portfolio Tracker & Stock Tracker'
   },
+  {
+    component: FinWisePageComponent,
+    founded: 2023,
+    hasFreePlan: true,
+    key: 'finwise',
+    name: 'FinWise',
+    origin: $localize`South Africa`,
+    pricingPerYear: '€69.99',
+    slogan: 'Personal finances, simplified'
+  },
   {
     component: FolisharePageComponent,
     hasFreePlan: true,
@@ -158,6 +206,17 @@ export const products: Product[] = [
     origin: $localize`Germany`,
     slogan: 'Volle Kontrolle über deine Investitionen'
   },
+  {
+    component: IntuitMintPageComponent,
+    hasFreePlan: true,
+    hasSelfHostingAbility: false,
+    key: 'intuit-mint',
+    name: 'Intuit Mint',
+    note: 'Intuit Mint has discontinued in 2023',
+    origin: $localize`United States`,
+    pricingPerYear: '$60',
+    slogan: 'Managing money, made simple'
+  },
   {
     component: JustEtfPageComponent,
     founded: 2011,
@@ -200,7 +259,7 @@ export const products: Product[] = [
     key: 'maybe-finance',
     languages: ['English'],
     name: 'Maybe Finance',
-    note: 'Sunset in 2023',
+    note: 'Maybe Finance has discontinued in 2023',
     origin: $localize`United States`,
     pricingPerYear: '$145',
     region: $localize`United States`,
@@ -271,6 +330,15 @@ export const products: Product[] = [
     pricingPerYear: '$108',
     slogan: 'Build Financial Plans You Love.'
   },
+  {
+    component: RocketMoneyPageComponent,
+    founded: 2015,
+    hasSelfHostingAbility: false,
+    key: 'rocket-money',
+    name: 'Rocket Money',
+    origin: $localize`United States`,
+    slogan: 'Track your net worth'
+  },
   {
     component: SeekingAlphaPageComponent,
     founded: 2004,
@@ -328,7 +396,7 @@ export const products: Product[] = [
     key: 'stockmarketeye',
     name: 'StockMarketEye',
     origin: $localize`France`,
-    note: 'Sunset in 2023',
+    note: 'StockMarketEye has discontinued in 2023',
     slogan: 'A Powerful Portfolio & Investment Tracking App'
   },
   {
@@ -353,6 +421,28 @@ export const products: Product[] = [
     slogan: 'Your Portfolio. Revealed.',
     useAnonymously: true
   },
+  {
+    component: VyzerPageComponent,
+    founded: 2020,
+    hasFreePlan: true,
+    key: 'vyzer',
+    name: 'Vyzer',
+    origin: $localize`United States`,
+    pricingPerYear: '$348',
+    slogan: 'Virtual Family Office for Smart Wealth Management'
+  },
+  {
+    component: WealthicaPageComponent,
+    founded: 2015,
+    hasFreePlan: true,
+    hasSelfHostingAbility: false,
+    key: 'wealthica',
+    languages: ['English', 'Français'],
+    name: 'Wealthica',
+    origin: $localize`Canada`,
+    pricingPerYear: '$50',
+    slogan: 'See all your investments in one place'
+  },
   {
     component: YeekateePageComponent,
     founded: 2021,

apps/client/src/app/pages/resources/personal-finance-tools/products/beanvest-page.component.ts

@@ -0,0 +1,31 @@
+import { CommonModule } from '@angular/common';
+import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
+
+import { products } from '../products';
+
+@Component({
+  host: { class: 'page' },
+  imports: [CommonModule, MatButtonModule, RouterModule],
+  selector: 'gf-beanvest-page',
+  standalone: true,
+  styleUrls: ['../product-page-template.scss'],
+  templateUrl: '../product-page-template.html'
+})
+export class BeanvestPageComponent {
+  public product1 = products.find(({ key }) => {
+    return key === 'ghostfolio';
+  });
+
+  public product2 = products.find(({ key }) => {
+    return key === 'beanvest';
+  });
+
+  public routerLinkAbout = ['/' + $localize`about`];
+  public routerLinkFeatures = ['/' + $localize`features`];
+  public routerLinkResourcesPersonalFinanceTools = [
+    '/' + $localize`resources`,
+    'personal-finance-tools'
+  ];
+}

apps/client/src/app/pages/resources/personal-finance-tools/products/capitally-page.component.ts

@@ -0,0 +1,31 @@
+import { CommonModule } from '@angular/common';
+import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
+
+import { products } from '../products';
+
+@Component({
+  host: { class: 'page' },
+  imports: [CommonModule, MatButtonModule, RouterModule],
+  selector: 'gf-capitally-page',
+  standalone: true,
+  styleUrls: ['../product-page-template.scss'],
+  templateUrl: '../product-page-template.html'
+})
+export class CapitallyPageComponent {
+  public product1 = products.find(({ key }) => {
+    return key === 'ghostfolio';
+  });
+
+  public product2 = products.find(({ key }) => {
+    return key === 'capitally';
+  });
+
+  public routerLinkAbout = ['/' + $localize`about`];
+  public routerLinkFeatures = ['/' + $localize`features`];
+  public routerLinkResourcesPersonalFinanceTools = [
+    '/' + $localize`resources`,
+    'personal-finance-tools'
+  ];
+}

apps/client/src/app/pages/resources/personal-finance-tools/products/eightfigures-page.component.ts

@@ -0,0 +1,31 @@
+import { CommonModule } from '@angular/common';
+import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
+
+import { products } from '../products';
+
+@Component({
+  host: { class: 'page' },
+  imports: [CommonModule, MatButtonModule, RouterModule],
+  selector: 'gf-eightfigures-page',
+  standalone: true,
+  styleUrls: ['../product-page-template.scss'],
+  templateUrl: '../product-page-template.html'
+})
+export class EightFiguresPageComponent {
+  public product1 = products.find(({ key }) => {
+    return key === 'ghostfolio';
+  });
+
+  public product2 = products.find(({ key }) => {
+    return key === 'eightfigures';
+  });
+
+  public routerLinkAbout = ['/' + $localize`about`];
+  public routerLinkFeatures = ['/' + $localize`features`];
+  public routerLinkResourcesPersonalFinanceTools = [
+    '/' + $localize`resources`,
+    'personal-finance-tools'
+  ];
+}

apps/client/src/app/pages/resources/personal-finance-tools/products/finwise-page.component.ts

@@ -0,0 +1,31 @@
+import { CommonModule } from '@angular/common';
+import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
+
+import { products } from '../products';
+
+@Component({
+  host: { class: 'page' },
+  imports: [CommonModule, MatButtonModule, RouterModule],
+  selector: 'gf-finwise-page',
+  standalone: true,
+  styleUrls: ['../product-page-template.scss'],
+  templateUrl: '../product-page-template.html'
+})
+export class FinWisePageComponent {
+  public product1 = products.find(({ key }) => {
+    return key === 'ghostfolio';
+  });
+
+  public product2 = products.find(({ key }) => {
+    return key === 'finwise';
+  });
+
+  public routerLinkAbout = ['/' + $localize`about`];
+  public routerLinkFeatures = ['/' + $localize`features`];
+  public routerLinkResourcesPersonalFinanceTools = [
+    '/' + $localize`resources`,
+    'personal-finance-tools'
+  ];
+}

apps/client/src/app/pages/resources/personal-finance-tools/products/intuit-mint-page.component.ts

@@ -0,0 +1,31 @@
+import { CommonModule } from '@angular/common';
+import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
+
+import { products } from '../products';
+
+@Component({
+  host: { class: 'page' },
+  imports: [CommonModule, MatButtonModule, RouterModule],
+  selector: 'gf-intuit-mint-page',
+  standalone: true,
+  styleUrls: ['../product-page-template.scss'],
+  templateUrl: '../product-page-template.html'
+})
+export class IntuitMintPageComponent {
+  public product1 = products.find(({ key }) => {
+    return key === 'ghostfolio';
+  });
+
+  public product2 = products.find(({ key }) => {
+    return key === 'intuit-mint';
+  });
+
+  public routerLinkAbout = ['/' + $localize`about`];
+  public routerLinkFeatures = ['/' + $localize`features`];
+  public routerLinkResourcesPersonalFinanceTools = [
+    '/' + $localize`resources`,
+    'personal-finance-tools'
+  ];
+}

apps/client/src/app/pages/resources/personal-finance-tools/products/rocket-money-page.component.ts

@@ -0,0 +1,31 @@
+import { CommonModule } from '@angular/common';
+import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
+
+import { products } from '../products';
+
+@Component({
+  host: { class: 'page' },
+  imports: [CommonModule, MatButtonModule, RouterModule],
+  selector: 'gf-rocket-money-page',
+  standalone: true,
+  styleUrls: ['../product-page-template.scss'],
+  templateUrl: '../product-page-template.html'
+})
+export class RocketMoneyPageComponent {
+  public product1 = products.find(({ key }) => {
+    return key === 'ghostfolio';
+  });
+
+  public product2 = products.find(({ key }) => {
+    return key === 'rocket-money';
+  });
+
+  public routerLinkAbout = ['/' + $localize`about`];
+  public routerLinkFeatures = ['/' + $localize`features`];
+  public routerLinkResourcesPersonalFinanceTools = [
+    '/' + $localize`resources`,
+    'personal-finance-tools'
+  ];
+}

apps/client/src/app/pages/resources/personal-finance-tools/products/vyzer-page.component.ts

@@ -0,0 +1,31 @@
+import { CommonModule } from '@angular/common';
+import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
+
+import { products } from '../products';
+
+@Component({
+  host: { class: 'page' },
+  imports: [CommonModule, MatButtonModule, RouterModule],
+  selector: 'gf-vyzer-page',
+  standalone: true,
+  styleUrls: ['../product-page-template.scss'],
+  templateUrl: '../product-page-template.html'
+})
+export class VyzerPageComponent {
+  public product1 = products.find(({ key }) => {
+    return key === 'ghostfolio';
+  });
+
+  public product2 = products.find(({ key }) => {
+    return key === 'vyzer';
+  });
+
+  public routerLinkAbout = ['/' + $localize`about`];
+  public routerLinkFeatures = ['/' + $localize`features`];
+  public routerLinkResourcesPersonalFinanceTools = [
+    '/' + $localize`resources`,
+    'personal-finance-tools'
+  ];
+}

apps/client/src/app/pages/resources/personal-finance-tools/products/wealthica-page.component.ts

@@ -0,0 +1,31 @@
+import { CommonModule } from '@angular/common';
+import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
+
+import { products } from '../products';
+
+@Component({
+  host: { class: 'page' },
+  imports: [CommonModule, MatButtonModule, RouterModule],
+  selector: 'gf-wealthica-page',
+  standalone: true,
+  styleUrls: ['../product-page-template.scss'],
+  templateUrl: '../product-page-template.html'
+})
+export class WealthicaPageComponent {
+  public product1 = products.find(({ key }) => {
+    return key === 'ghostfolio';
+  });
+
+  public product2 = products.find(({ key }) => {
+    return key === 'wealthica';
+  });
+
+  public routerLinkAbout = ['/' + $localize`about`];
+  public routerLinkFeatures = ['/' + $localize`features`];
+  public routerLinkResourcesPersonalFinanceTools = [
+    '/' + $localize`resources`,
+    'personal-finance-tools'
+  ];
+}

apps/client/src/app/services/admin.service.ts

@@ -2,7 +2,6 @@ import { HttpClient, HttpParams } from '@angular/common/http';
 import { Injectable } from '@angular/core';
 import { UpdateAssetProfileDto } from '@ghostfolio/api/app/admin/update-asset-profile.dto';
 import { UpdateBulkMarketDataDto } from '@ghostfolio/api/app/admin/update-bulk-market-data.dto';
-import { UpdateMarketDataDto } from '@ghostfolio/api/app/admin/update-market-data.dto';
 import { CreatePlatformDto } from '@ghostfolio/api/app/platform/create-platform.dto';
 import { UpdatePlatformDto } from '@ghostfolio/api/app/platform/update-platform.dto';
 import { CreateTagDto } from '@ghostfolio/api/app/tag/create-tag.dto';
@@ -203,15 +202,25 @@ export class AdminService {
   }
 
   public patchAssetProfile({
+    assetClass,
+    assetSubClass,
     comment,
     dataSource,
+    name,
     scraperConfiguration,
     symbol,
     symbolMapping
   }: UniqueAsset & UpdateAssetProfileDto) {
     return this.http.patch<EnhancedSymbolProfile>(
       `/api/v1/admin/profile-data/${dataSource}/${symbol}`,
-      { comment, scraperConfiguration, symbolMapping }
+      {
+        assetClass,
+        assetSubClass,
+        comment,
+        name,
+        scraperConfiguration,
+        symbolMapping
+      }
     );
   }
 
@@ -237,25 +246,6 @@ export class AdminService {
     return this.http.post<Tag>(`/api/v1/tag`, aTag);
   }
 
-  public putMarketData({
-    dataSource,
-    date,
-    marketData,
-    symbol
-  }: {
-    dataSource: DataSource;
-    date: Date;
-    marketData: UpdateMarketDataDto;
-    symbol: string;
-  }) {
-    const url = `/api/v1/admin/market-data/${dataSource}/${symbol}/${format(
-      date,
-      DATE_FORMAT
-    )}`;
-
-    return this.http.put<MarketData>(url, marketData);
-  }
-
   public putPlatform(aPlatform: UpdatePlatformDto) {
     return this.http.put<Platform>(
       `/api/v1/platform/${aPlatform.id}`,

apps/client/src/app/services/data.service.ts

@@ -386,14 +386,20 @@ export class DataService {
 
   public fetchPortfolioPerformance({
     filters,
-    range
+    range,
+    withExcludedAccounts = false
   }: {
     filters?: Filter[];
     range: DateRange;
+    withExcludedAccounts?: boolean;
   }): Observable<PortfolioPerformanceResponse> {
     let params = this.buildFiltersAsQueryParams({ filters });
     params = params.append('range', range);
 
+    if (withExcludedAccounts) {
+      params = params.append('withExcludedAccounts', withExcludedAccounts);
+    }
+
     return this.http
       .get<any>(`/api/v2/portfolio/performance`, {
         params

apps/client/src/app/services/import-activities.service.ts

@@ -286,7 +286,7 @@ export class ImportActivitiesService {
 
     for (const key of ImportActivitiesService.QUANTITY_KEYS) {
       if (isFinite(item[key])) {
-        return item[key];
+        return Math.abs(item[key]);
       }
     }
 
@@ -372,7 +372,7 @@ export class ImportActivitiesService {
 
     for (const key of ImportActivitiesService.UNIT_PRICE_KEYS) {
       if (isFinite(item[key])) {
-        return item[key];
+        return Math.abs(item[key]);
       }
     }
 

apps/client/src/app/services/web-authn.service.ts

@@ -46,12 +46,10 @@ export class WebAuthnService {
         switchMap((attOps) => {
           return startRegistration(attOps);
         }),
-        switchMap((attResp) => {
+        switchMap((credential) => {
           return this.http.post<AuthDeviceDto>(
             `/api/v1/auth/webauthn/verify-attestation`,
-            {
-              credential: attResp
-            }
+            { credential }
           );
         }),
         tap((authDevice) =>
@@ -65,6 +63,7 @@ export class WebAuthnService {
 
   public deregister() {
     const deviceId = this.getDeviceId();
+
     return this.http
       .delete<AuthDeviceDto>(`/api/v1/auth-device/${deviceId}`)
       .pipe(
@@ -82,20 +81,21 @@ export class WebAuthnService {
 
   public login() {
     const deviceId = this.getDeviceId();
+
     return this.http
       .post<PublicKeyCredentialRequestOptionsJSON>(
         `/api/v1/auth/webauthn/generate-assertion-options`,
         { deviceId }
       )
       .pipe(
-        switchMap((requestOptionsJSON) =>
-          startAuthentication(requestOptionsJSON, true)
-        ),
-        switchMap((assertionResponse) => {
+        switchMap((requestOptionsJSON) => {
+          return startAuthentication(requestOptionsJSON);
+        }),
+        switchMap((credential) => {
           return this.http.post<{ authToken: string }>(
             `/api/v1/auth/webauthn/verify-assertion`,
             {
-              credential: assertionResponse,
+              credential,
               deviceId
             }
           );

apps/client/src/index.html

@@ -6,10 +6,7 @@
     <meta charset="utf-8" />
     <meta content="yes" name="apple-mobile-web-app-capable" />
     <meta content="${description}" name="description" />
-    <meta
-      content="app, asset, cryptocurrency, dashboard, etf, finance, management, performance, portfolio, software, stock, trading, wealth, web3"
-      name="keywords"
-    />
+    <meta content="${keywords}" name="keywords" />
     <meta content="yes" name="mobile-web-app-capable" />
     <meta content="summary_large_image" name="twitter:card" />
     <meta

libs/common/src/lib/helper.ts

@@ -16,6 +16,10 @@ import { ghostfolioScraperApiSymbolPrefix, locale } from './config';
 import { Benchmark, UniqueAsset } from './interfaces';
 import { ColorScheme } from './types';
 
+export const DATE_FORMAT = 'yyyy-MM-dd';
+export const DATE_FORMAT_MONTHLY = 'MMMM yyyy';
+export const DATE_FORMAT_YEARLY = 'yyyy';
+
 const NUMERIC_REGEXP = /[-]{0,1}[\d]*[.,]{0,1}[\d]+/g;
 
 export function capitalize(aString: string) {
@@ -240,10 +244,6 @@ export function groupBy<T, K extends keyof T>(
   return map;
 }
 
-export function isCurrency(aSymbol = '') {
-  return currencies[aSymbol];
-}
-
 export function interpolate(template: string, context: any) {
   return template?.replace(/[$]{([^}]+)}/g, (_, objectPath) => {
     const properties = objectPath.split('.');
@@ -254,44 +254,10 @@ export function interpolate(template: string, context: any) {
   });
 }
 
-export function resetHours(aDate: Date) {
-  const year = getYear(aDate);
-  const month = getMonth(aDate);
-  const day = getDate(aDate);
-
-  return new Date(Date.UTC(year, month, day));
+export function isCurrency(aSymbol = '') {
+  return currencies[aSymbol];
 }
 
-export function resolveFearAndGreedIndex(aValue: number) {
-  if (aValue <= 25) {
-    return { emoji: '🥵', text: 'Extreme Fear' };
-  } else if (aValue <= 45) {
-    return { emoji: '😨', text: 'Fear' };
-  } else if (aValue <= 55) {
-    return { emoji: '😐', text: 'Neutral' };
-  } else if (aValue < 75) {
-    return { emoji: '😜', text: 'Greed' };
-  } else {
-    return { emoji: '🤪', text: 'Extreme Greed' };
-  }
-}
-
-export function resolveMarketCondition(
-  aMarketCondition: Benchmark['marketCondition']
-) {
-  if (aMarketCondition === 'BEAR_MARKET') {
-    return { emoji: '🐻' };
-  } else if (aMarketCondition === 'BULL_MARKET') {
-    return { emoji: '🐮' };
-  } else {
-    return { emoji: '⚪' };
-  }
-}
-
-export const DATE_FORMAT = 'yyyy-MM-dd';
-export const DATE_FORMAT_MONTHLY = 'MMMM yyyy';
-export const DATE_FORMAT_YEARLY = 'yyyy';
-
 export function parseDate(date: string): Date | null {
   // Transform 'yyyyMMdd' format to supported format by parse function
   if (date?.length === 8) {
@@ -334,3 +300,37 @@ export function parseSymbol({ dataSource, symbol }: UniqueAsset) {
 export function prettifySymbol(aSymbol: string): string {
   return aSymbol?.replace(ghostfolioScraperApiSymbolPrefix, '');
 }
+
+export function resetHours(aDate: Date) {
+  const year = getYear(aDate);
+  const month = getMonth(aDate);
+  const day = getDate(aDate);
+
+  return new Date(Date.UTC(year, month, day));
+}
+
+export function resolveFearAndGreedIndex(aValue: number) {
+  if (aValue <= 25) {
+    return { emoji: '🥵', key: 'EXTREME_FEAR', text: 'Extreme Fear' };
+  } else if (aValue <= 45) {
+    return { emoji: '😨', key: 'FEAR', text: 'Fear' };
+  } else if (aValue <= 55) {
+    return { emoji: '😐', key: 'NEUTRAL', text: 'Neutral' };
+  } else if (aValue < 75) {
+    return { emoji: '😜', key: 'GREED', text: 'Greed' };
+  } else {
+    return { emoji: '🤪', key: 'EXTREME_GREED', text: 'Extreme Greed' };
+  }
+}
+
+export function resolveMarketCondition(
+  aMarketCondition: Benchmark['marketCondition']
+) {
+  if (aMarketCondition === 'BEAR_MARKET') {
+    return { emoji: '🐻' };
+  } else if (aMarketCondition === 'BULL_MARKET') {
+    return { emoji: '🐮' };
+  } else {
+    return { emoji: '⚪' };
+  }
+}

libs/common/src/lib/interfaces/admin-data.interface.ts

@@ -1,5 +1,11 @@
+import { UniqueAsset } from './unique-asset.interface';
+
 export interface AdminData {
-  exchangeRates: { label1: string; label2: string; value: number }[];
+  exchangeRates: ({
+    label1: string;
+    label2: string;
+    value: number;
+  } & UniqueAsset)[];
   settings: { [key: string]: boolean | object | string | string[] };
   transactionCount: number;
   userCount: number;

libs/common/src/lib/interfaces/currency.interface.ts

@@ -0,0 +1,4 @@
+export interface Currency {
+  label: string;
+  value: string;
+}

libs/common/src/lib/interfaces/product.ts

@@ -1,4 +1,5 @@
 export interface Product {
+  alias?: string;
   component: any;
   founded?: number;
   hasFreePlan?: boolean;

libs/ui/src/lib/activities-table/activities-table.component.html

@@ -30,8 +30,10 @@
       [disabled]="dataSource.data.length === 0"
       (click)="onImportDividends()"
     >
-      <ion-icon class="mr-2" name="color-wand-outline"></ion-icon>
-      <ng-container i18n>Import Dividends</ng-container>...
+      <span class="align-items-center d-flex">
+        <ion-icon class="mr-2" name="color-wand-outline"></ion-icon>
+        <ng-container i18n>Import Dividends</ng-container>...
+      </span>
     </button>
     <button
       *ngIf="hasPermissionToExportActivities"
@@ -40,8 +42,10 @@
       [disabled]="dataSource.data.length === 0"
       (click)="onExport()"
     >
-      <ion-icon class="mr-2" name="cloud-download-outline"></ion-icon>
-      <span i18n>Export Activities</span>
+      <span class="align-items-center d-flex">
+        <ion-icon class="mr-2" name="cloud-download-outline"></ion-icon>
+        <span i18n>Export Activities</span>
+      </span>
     </button>
     <button
       *ngIf="hasPermissionToExportActivities"
@@ -50,16 +54,20 @@
       [disabled]="!hasDrafts"
       (click)="onExportDrafts()"
     >
-      <ion-icon class="mr-2" name="calendar-clear-outline"></ion-icon>
-      <span i18n>Export Drafts as ICS</span>
+      <span class="align-items-center d-flex">
+        <ion-icon class="mr-2" name="calendar-clear-outline"></ion-icon>
+        <span i18n>Export Drafts as ICS</span>
+      </span>
     </button>
     <button
       class="align-items-center d-flex"
       mat-menu-item
       (click)="onDeleteAllActivities()"
     >
-      <ion-icon class="mr-2" name="trash-outline"></ion-icon>
-      <span i18n>Delete all Activities</span>
+      <span class="align-items-center d-flex">
+        <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+        <span i18n>Delete all Activities</span>
+      </span>
     </button>
   </mat-menu>
 </div>
@@ -440,8 +448,10 @@
             mat-menu-item
             (click)="onImport()"
           >
-            <ion-icon class="mr-2" name="cloud-upload-outline"></ion-icon>
-            <ng-container i18n>Import Activities</ng-container>...
+            <span class="align-items-center d-flex">
+              <ion-icon class="mr-2" name="cloud-upload-outline"></ion-icon>
+              <ng-container i18n>Import Activities</ng-container>...
+            </span>
           </button>
           <button
             *ngIf="hasPermissionToCreateActivity"
@@ -449,8 +459,10 @@
             [disabled]="dataSource.data.length === 0"
             (click)="onImportDividends()"
           >
-            <ion-icon class="mr-2" name="color-wand-outline"></ion-icon>
-            <ng-container i18n>Import Dividends</ng-container>...
+            <span class="align-items-center d-flex">
+              <ion-icon class="mr-2" name="color-wand-outline"></ion-icon>
+              <ng-container i18n>Import Dividends</ng-container>...
+            </span>
           </button>
           <button
             *ngIf="hasPermissionToExportActivities"
@@ -459,8 +471,10 @@
             [disabled]="dataSource.data.length === 0"
             (click)="onExport()"
           >
-            <ion-icon class="mr-2" name="cloud-download-outline"></ion-icon>
-            <span i18n>Export Activities</span>
+            <span class="align-items-center d-flex">
+              <ion-icon class="mr-2" name="cloud-download-outline"></ion-icon>
+              <span i18n>Export Activities</span>
+            </span>
           </button>
           <button
             *ngIf="hasPermissionToExportActivities"
@@ -469,8 +483,10 @@
             [disabled]="!hasDrafts"
             (click)="onExportDrafts()"
           >
-            <ion-icon class="mr-2" name="calendar-clear-outline"></ion-icon>
-            <span i18n>Export Drafts as ICS</span>
+            <span class="align-items-center d-flex">
+              <ion-icon class="mr-2" name="calendar-clear-outline"></ion-icon>
+              <span i18n>Export Drafts as ICS</span>
+            </span>
           </button>
         </mat-menu>
       </th>
@@ -486,24 +502,32 @@
         </button>
         <mat-menu #activityMenu="matMenu" xPosition="before">
           <button mat-menu-item (click)="onUpdateActivity(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)="onCloneActivity(element)">
-            <ion-icon class="mr-2" name="copy-outline"></ion-icon>
-            <span i18n>Clone</span>
+            <span class="align-items-center d-flex">
+              <ion-icon class="mr-2" name="copy-outline"></ion-icon>
+              <span i18n>Clone</span>
+            </span>
           </button>
           <button
             mat-menu-item
             [disabled]="!element.isDraft"
             (click)="onExportDraft(element.id)"
           >
-            <ion-icon class="mr-2" name="calendar-clear-outline"></ion-icon>
-            <span i18n>Export Draft as ICS</span>
+            <span class="align-items-center d-flex">
+              <ion-icon class="mr-2" name="calendar-clear-outline"></ion-icon>
+              <span i18n>Export Draft as ICS</span>
+            </span>
           </button>
           <button mat-menu-item (click)="onDeleteActivity(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>

libs/ui/src/lib/currency-selector/currency-selector.component.html

@@ -0,0 +1,21 @@
+<input
+  autocapitalize="off"
+  autocomplete="off"
+  matInput
+  [formControl]="control"
+  [matAutocomplete]="currencyAutocomplete"
+/>
+
+<mat-autocomplete
+  #currencyAutocomplete="matAutocomplete"
+  [displayWith]="displayFn"
+  (optionSelected)="onUpdateCurrency($event)"
+>
+  <mat-option
+    *ngFor="let currencyItem of filteredCurrencies"
+    class="line-height-1"
+    [value]="currencyItem"
+  >
+    {{ currencyItem.label }}
+  </mat-option>
+</mat-autocomplete>

libs/ui/src/lib/currency-selector/currency-selector.component.scss

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

libs/ui/src/lib/currency-selector/currency-selector.component.ts

@@ -0,0 +1,167 @@
+import { FocusMonitor } from '@angular/cdk/a11y';
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  ElementRef,
+  Input,
+  OnDestroy,
+  OnInit,
+  ViewChild
+} from '@angular/core';
+import { FormControl, FormGroupDirective, NgControl } from '@angular/forms';
+import {
+  MatAutocomplete,
+  MatAutocompleteSelectedEvent
+} from '@angular/material/autocomplete';
+import { MatFormFieldControl } from '@angular/material/form-field';
+import { MatInput } from '@angular/material/input';
+import { Currency } from '@ghostfolio/common/interfaces/currency.interface';
+import { AbstractMatFormField } from '@ghostfolio/ui/shared/abstract-mat-form-field';
+import { Subject } from 'rxjs';
+import { map, startWith, takeUntil } from 'rxjs/operators';
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  host: {
+    '[attr.aria-describedBy]': 'describedBy',
+    '[id]': 'id'
+  },
+  providers: [
+    {
+      provide: MatFormFieldControl,
+      useExisting: CurrencySelectorComponent
+    }
+  ],
+  selector: 'gf-currency-selector',
+  styleUrls: ['./currency-selector.component.scss'],
+  templateUrl: 'currency-selector.component.html'
+})
+export class CurrencySelectorComponent
+  extends AbstractMatFormField<Currency>
+  implements OnInit, OnDestroy
+{
+  @Input() private currencies: Currency[] = [];
+  @Input() private formControlName: string;
+
+  @ViewChild(MatInput) private input: MatInput;
+
+  @ViewChild('currencyAutocomplete')
+  public currencyAutocomplete: MatAutocomplete;
+
+  public control = new FormControl();
+  public filteredCurrencies: Currency[] = [];
+
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    public readonly _elementRef: ElementRef,
+    public readonly _focusMonitor: FocusMonitor,
+    public readonly changeDetectorRef: ChangeDetectorRef,
+    private readonly formGroupDirective: FormGroupDirective,
+    public readonly ngControl: NgControl
+  ) {
+    super(_elementRef, _focusMonitor, ngControl);
+
+    this.controlType = 'currency-selector';
+  }
+
+  public ngOnInit() {
+    if (this.disabled) {
+      this.control.disable();
+    }
+
+    const formGroup = this.formGroupDirective.form;
+
+    if (formGroup) {
+      const control = formGroup.get(this.formControlName);
+
+      if (control) {
+        this.value = this.currencies.find(({ value }) => {
+          return value === control.value;
+        });
+      }
+    }
+
+    this.control.valueChanges
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        if (super.value?.value) {
+          super.value.value = null;
+        }
+      });
+
+    this.control.valueChanges
+      .pipe(
+        takeUntil(this.unsubscribeSubject),
+        startWith(''),
+        map((value) => {
+          return value ? this.filter(value) : this.currencies.slice();
+        })
+      )
+      .subscribe((values) => {
+        this.filteredCurrencies = values;
+      });
+  }
+
+  public displayFn(currency: Currency) {
+    return currency?.label ?? '';
+  }
+
+  public get empty() {
+    return this.input?.empty;
+  }
+
+  public focus() {
+    this.input.focus();
+  }
+
+  public ngDoCheck() {
+    if (this.ngControl) {
+      this.validateRequired();
+      this.errorState = this.ngControl.invalid && this.ngControl.touched;
+      this.stateChanges.next();
+    }
+  }
+
+  public onUpdateCurrency(event: MatAutocompleteSelectedEvent) {
+    super.value = {
+      label: event.option.value.label,
+      value: event.option.value.value
+    } as Currency;
+  }
+
+  public set value(value: Currency) {
+    const newValue =
+      typeof value === 'object' && value !== null ? { ...value } : value;
+    this.control.setValue(newValue);
+    super.value = newValue;
+  }
+
+  public ngOnDestroy() {
+    super.ngOnDestroy();
+
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private filter(value: Currency | string) {
+    const filterValue =
+      typeof value === 'string'
+        ? value?.toLowerCase()
+        : value?.value.toLowerCase();
+
+    return this.currencies.filter((currency) => {
+      return currency.value.toLowerCase().startsWith(filterValue);
+    });
+  }
+
+  private validateRequired() {
+    const requiredCheck = super.required
+      ? !super.value.label || !super.value.value
+      : false;
+
+    if (requiredCheck) {
+      this.ngControl.control.setErrors({ invalidData: true });
+    }
+  }
+}