Release 2.30.0 (#2743)

* Adjust holdings weight threshold

* Update changelog

.github/workflows/build-code.yml

@@ -4,6 +4,9 @@ on:
   pull_request:
   workflow_dispatch:
 
+permissions:
+  contents: read
+
 jobs:
   build:
     runs-on: ubuntu-latest
@@ -13,12 +16,12 @@ jobs:
           - 18
     steps:
       - name: Checkout code
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
         with:
           fetch-depth: 0
 
       - name: Use Node.js ${{ matrix.node_version }}
-        uses: actions/setup-node@v3
+        uses: actions/setup-node@v4
         with:
           node-version: ${{ matrix.node_version }}
           cache: 'yarn'

.github/workflows/docker-image.yml

@@ -13,7 +13,7 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout code
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Docker metadata
         id: meta
@@ -21,6 +21,7 @@ jobs:
         with:
           images: ghostfolio/ghostfolio
           tags: |
+            type=semver,pattern={{major}}
             type=semver,pattern={{version}}
 
       - name: Set up QEMU

CHANGELOG.md

@@ -5,11 +5,205 @@ 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).
 
+## 2.30.0 - 2023-12-12
+
+### Added
+
+- Added support for column sorting to the lazy-loaded activities table on the portfolio activities page (experimental)
+- Extended the benchmarks of the markets overview by the current market condition (all time high)
+
+### Changed
+
+- Adjusted the threshold to skip the data enhancement (_Trackinsight_) if data is inaccurate
+- Upgraded `prisma` from version `5.6.0` to `5.7.0`
+
+## 2.29.0 - 2023-12-09
+
+### Added
+
+- Introduced a lazy-loaded activities table on the portfolio activities page (experimental)
+
+### Changed
+
+- Set the actions columns of various tables to stick at the end
+- Increased the height of the tabs on mobile
+- Improved the language localization for German (`de`)
+- Improved the language localization for Türkçe (`tr`)
+- Upgraded `marked` from version `4.2.12` to `9.1.6`
+- Upgraded `ngx-markdown` from version `15.1.0` to `17.1.1`
+- Upgraded `ng-extract-i18n-merge` from version `2.8.3` to `2.9.0`
+
+### Fixed
+
+- Fixed an issue in the biometric authentication registration
+
+## 2.28.0 - 2023-12-02
+
+### Added
+
+- Added a historical cash balances table to the account detail dialog
+- Introduced a `HasPermission` annotation for endpoints
+
+### Changed
+
+- Relaxed the check for duplicates in the preview step of the activities import (allow same day)
+- Respected the `withExcludedAccounts` flag in the account balance time series
+
+### Fixed
+
+- Changed the mechanism of the `INTRADAY` data gathering to operate synchronously avoiding database deadlocks
+
+## 2.27.1 - 2023-11-28
+
+### Changed
+
+- Reverted `Nx` from version `17.1.3` to `17.0.2`
+
+## 2.27.0 - 2023-11-26
+
+### Changed
+
+- Extended the chart in the account detail dialog by historical cash balances
+- Improved the error log for a timeout in the data source request
+- Improved the language localization for German (`de`)
+- Upgraded `angular` from version `16.2.12` to `17.0.4`
+- Upgraded `Nx` from version `17.0.2` to `17.1.3`
+
+## 2.26.0 - 2023-11-24
+
+### Changed
+
+- Upgraded `prisma` from version `5.5.2` to `5.6.0`
+- Upgraded `yahoo-finance2` from version `2.8.1` to `2.9.0`
+
+## 2.25.1 - 2023-11-19
+
+### Added
+
+- Added a blog post: _Black Friday 2023_
+
+### Changed
+
+- Upgraded `http-status-codes` from version `2.2.0` to `2.3.0`
+
+### Fixed
+
+- Handled reading items from missing transaction point while getting the position (`getPosition()`) in portfolio service
+
+## 2.24.0 - 2023-11-16
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed the "too many bind variables in prepared statement" issue of the data range functionality (`getRange()`) in the market data service
+
+## 2.23.0 - 2023-11-15
+
+### Added
+
+- Extended the benchmarks in the markets overview by 50-Day and 200-Day trends (experimental)
+- Set up the language localization for Polski (`pl`)
+
+### Changed
+
+- Improved the data source validation in the activities import
+- Changed _Twitter_ to _𝕏_
+- Improved the selection in the twitter bot service
+- Improved the language localization for German (`de`)
+- Upgraded `ng-extract-i18n-merge` from version `2.7.0` to `2.8.3`
+- Upgraded `prettier` from version `3.0.3` to `3.1.0`
+
+## 2.22.0 - 2023-11-11
+
+### Added
+
+- Added the platform icon to the account selectors in the cash balance transfer from one to another account
+- Added the platform icon to the account selector of the create or edit activity dialog
+
+### Changed
+
+- Optimized the style of the carousel component on mobile for the testimonial section on the landing page
+- Introduced action menus in the overview of the admin control panel
+- Harmonized the name column in the historical market data table of the admin control panel
+- Refactored the implementation of the data range functionality (`getRange()`) in the market data service
+
+## 2.21.0 - 2023-11-09
+
+### Changed
+
+- Extended the system message
+
+### Fixed
+
+- Fixed the unit for the _Zen Mode_ in the overview tab of the home page
+- Fixed an issue to get quotes in the _Financial Modeling Prep_ service
+
+## 2.20.0 - 2023-11-08
+
+### Changed
+
+- Removed the loading indicator of the unit in the overview tab of the home page
+- Improved the import of historical market data in the admin control panel
+- Increased the timeout in the health check endpoint for data enhancers
+- Increased the timeout in the health check endpoint for data providers
+- Removed the account type from the `Account` database schema
+
+## 2.19.0 - 2023-11-06
+
+### Added
+
+- Added a data migration to set `accountType` to `NULL` in the account database table
+
+### Changed
+
+- Improved the language localization for the _Fear & Greed Index_ (market mood)
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Improved the handling of derived currencies (`GBp`, `ILA`, `ZAc`)
+
+## 2.18.0 - 2023-11-05
+
+### Added
+
+- Added support to import activities by `isin` in the _Yahoo Finance_ service
+- Added a new tag with the major version to the docker image on _Docker Hub_
+- Added a blog post: _Hacktoberfest 2023 Debriefing_
+
+### Changed
+
+- Upgraded `angular` from version `16.2.1` to `16.2.12`
+
+### Fixed
+
+- Fixed an issue to get quotes in the _CoinGecko_ service
+- Loosened the validation in the activities import (expects values greater than or equal to 0 for `fee`, `quantity` and `unitPrice`)
+- Handled an issue with a failing database query (`account.findMany()`) related to activities without account
+
+## 2.17.0 - 2023-11-02
+
+### Added
+
+- Added a button to edit the exchange rates in the admin control panel
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed an issue in the biometric authentication
+- Fixed the alignment of the icons in various menus
+
 ## 2.16.0 - 2023-10-29
 
 ### Changed
 
-- Improved the check for duplicates in the preview step of the activities import (allow different accounts)
+- Relaxed 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
@@ -101,7 +295,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Added
 
 - Added support to transfer a part of the cash balance from one to another account
-- Extended the markets overview by benchmarks (date of last all time high)
+- Extended the benchmarks in the markets overview by the date of the last all time high
 - Added support to import historical market data in the admin control panel
 
 ### Changed
@@ -313,7 +507,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added health check endpoints for data enhancers
+- Added a health check endpoint for data enhancers
 
 ### Changed
 
@@ -489,7 +683,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Improved the usability of the login dialog
-- Disabled the caching in the health check endpoints for data providers
+- Disabled the caching in the health check endpoint for data providers
 - Improved the content of the Frequently Asked Questions (FAQ) page
 - Upgraded `prisma` from version `4.15.0` to `4.16.2`
 
@@ -877,7 +1071,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Added a fallback to historical market data if a data provider does not provide live data
 - Added a general health check endpoint
-- Added health check endpoints for data providers
+- Added a health check endpoint for data providers
 
 ### Changed
 
@@ -2341,7 +2535,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Added
 
 - Added the _Ghostfolio_ trailer to the landing page
-- Extended the markets overview by benchmarks (current change to the all time high)
+- Extended the benchmarks in the markets overview by the current change to the all time high
 
 ## 1.151.0 - 24.05.2022
 

DEVELOPMENT.md

@@ -20,13 +20,19 @@ 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
 
 1. Run `yarn nx migrate latest`
 1. Make sure `package.json` changes make sense and then run `yarn install`
-1. Run `yarn nx migrate --run-migrations`
+1. Run `yarn nx migrate --run-migrations` (Run `YARN_NODE_LINKER="node-modules" NX_MIGRATE_SKIP_INSTALL=1 yarn nx migrate --run-migrations` due to https://github.com/nrwl/nx/issues/16338)
 
 ### Prisma
 

README.md

@@ -231,16 +231,16 @@ 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`              |
+| 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` \| `ITEM` \| `SELL`            |
+| type       | string              | `BUY` \| `DIVIDEND` \| `FEE` \| `INTEREST` \| `ITEM` \| `LIABILITY` \| `SELL` |
 | unitPrice  | number              | Price per unit of the activity                                                |
 
 #### Response
@@ -272,7 +272,7 @@ Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ r
 
 Ghostfolio is **100% free** and **open source**. We encourage and support an active and healthy community that accepts contributions from the public - including you.
 
-Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_). We would love to hear from you.
+Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or post to [@ghostfolio\_](https://twitter.com/ghostfolio_) on _X_. We would love to hear from you.
 
 If you like to support this project, get [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) or [**Buy me a coffee**](https://www.buymeacoffee.com/ghostfolio).
 

apps/api/project.json

@@ -47,8 +47,7 @@
     "test": {
       "executor": "@nx/jest:jest",
       "options": {
-        "jestConfig": "apps/api/jest.config.ts",
+        "jestConfig": "apps/api/jest.config.ts"
-        "passWithNoTests": true
       },
       "outputs": ["{workspaceRoot}/coverage/apps/api"]
     }

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

@@ -17,7 +17,6 @@ import { AuthGuard } from '@nestjs/passport';
 import { Access as AccessModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
-import { AccessModule } from './access.module';
 import { AccessService } from './access.service';
 import { CreateAccessDto } from './create-access.dto';
 
@@ -83,7 +82,7 @@ export class AccessController {
 
   @Delete(':id')
   @UseGuards(AuthGuard('jwt'))
-  public async deleteAccess(@Param('id') id: string): Promise<AccessModule> {
+  public async deleteAccess(@Param('id') id: string): Promise<AccessModel> {
     const access = await this.accessService.access({ id });
 
     if (

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

@@ -0,0 +1,51 @@
+import type { RequestWithUser } from '@ghostfolio/common/types';
+import {
+  Controller,
+  Delete,
+  HttpException,
+  Inject,
+  Param,
+  UseGuards
+} from '@nestjs/common';
+import { REQUEST } from '@nestjs/core';
+import { AccountBalanceService } from './account-balance.service';
+import { AuthGuard } from '@nestjs/passport';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+import { AccountBalance } from '@prisma/client';
+
+@Controller('account-balance')
+export class AccountBalanceController {
+  public constructor(
+    private readonly accountBalanceService: AccountBalanceService,
+    @Inject(REQUEST) private readonly request: RequestWithUser
+  ) {}
+
+  @Delete(':id')
+  @UseGuards(AuthGuard('jwt'))
+  public async deleteAccountBalance(
+    @Param('id') id: string
+  ): Promise<AccountBalance> {
+    const accountBalance = await this.accountBalanceService.accountBalance({
+      id
+    });
+
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.deleteAccountBalance
+      ) ||
+      !accountBalance ||
+      accountBalance.userId !== this.request.user.id
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.accountBalanceService.deleteAccountBalance({
+      id
+    });
+  }
+}

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

@@ -0,0 +1,14 @@
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
+import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
+import { Module } from '@nestjs/common';
+
+import { AccountBalanceController } from './account-balance.controller';
+import { AccountBalanceService } from './account-balance.service';
+
+@Module({
+  controllers: [AccountBalanceController],
+  exports: [AccountBalanceService],
+  imports: [ExchangeRateDataModule, PrismaModule],
+  providers: [AccountBalanceService]
+})
+export class AccountBalanceModule {}

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

@@ -0,0 +1,91 @@
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+import { AccountBalancesResponse, Filter } from '@ghostfolio/common/interfaces';
+import { UserWithSettings } from '@ghostfolio/common/types';
+import { Injectable } from '@nestjs/common';
+import { AccountBalance, Prisma } from '@prisma/client';
+
+@Injectable()
+export class AccountBalanceService {
+  public constructor(
+    private readonly exchangeRateDataService: ExchangeRateDataService,
+    private readonly prismaService: PrismaService
+  ) {}
+
+  public async accountBalance(
+    accountBalanceWhereInput: Prisma.AccountBalanceWhereInput
+  ): Promise<AccountBalance | null> {
+    return this.prismaService.accountBalance.findFirst({
+      include: {
+        Account: true
+      },
+      where: accountBalanceWhereInput
+    });
+  }
+
+  public async createAccountBalance(
+    data: Prisma.AccountBalanceCreateInput
+  ): Promise<AccountBalance> {
+    return this.prismaService.accountBalance.create({
+      data
+    });
+  }
+
+  public async deleteAccountBalance(
+    where: Prisma.AccountBalanceWhereUniqueInput
+  ): Promise<AccountBalance> {
+    return this.prismaService.accountBalance.delete({
+      where
+    });
+  }
+
+  public async getAccountBalances({
+    filters,
+    user,
+    withExcludedAccounts
+  }: {
+    filters?: Filter[];
+    user: UserWithSettings;
+    withExcludedAccounts?: boolean;
+  }): Promise<AccountBalancesResponse> {
+    const where: Prisma.AccountBalanceWhereInput = { userId: user.id };
+
+    const accountFilter = filters?.find(({ type }) => {
+      return type === 'ACCOUNT';
+    });
+
+    if (accountFilter) {
+      where.accountId = accountFilter.id;
+    }
+
+    if (withExcludedAccounts === false) {
+      where.Account = { isExcluded: false };
+    }
+
+    const balances = await this.prismaService.accountBalance.findMany({
+      where,
+      orderBy: {
+        date: 'asc'
+      },
+      select: {
+        Account: true,
+        date: true,
+        id: true,
+        value: true
+      }
+    });
+
+    return {
+      balances: balances.map((balance) => {
+        return {
+          ...balance,
+          valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
+            balance.value,
+            balance.Account.currency,
+            user.Settings.settings.baseCurrency
+          )
+        };
+      })
+    };
+  }
+}

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

@@ -1,6 +1,6 @@
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
-import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import {
@@ -128,8 +128,8 @@ export class AccountController {
     @Param('id') id: string
   ): Promise<AccountBalancesResponse> {
     return this.accountBalanceService.getAccountBalances({
-      accountId: id,
+      filters: [{ id, type: 'ACCOUNT' }],
-      userId: this.request.user.id
+      user: this.request.user
     });
   }
 

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

@@ -1,7 +1,7 @@
+import { AccountBalanceModule } from '@ghostfolio/api/app/account-balance/account-balance.module';
 import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
-import { AccountBalanceModule } from '@ghostfolio/api/services/account-balance/account-balance.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';

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

@@ -1,4 +1,4 @@
-import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { Filter } from '@ghostfolio/common/interfaces';

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

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

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

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

apps/api/src/app/admin/admin.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,
+            label1,
-            label2: currency,
+            label2,
+            dataSource:
+              DataSource[
+                this.configurationService.get('DATA_SOURCE_EXCHANGE_RATES')
+              ],
+            symbol: `${label1}${label2}`,
             value: this.exchangeRateDataService.toCurrency(
               1,
               DEFAULT_CURRENCY,

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

@@ -9,17 +9,22 @@ import {
   MAX_CHART_ITEMS,
   PROPERTY_BENCHMARKS
 } from '@ghostfolio/common/config';
-import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
+  DATE_FORMAT,
+  calculateBenchmarkTrend
+} from '@ghostfolio/common/helper';
+import {
+  Benchmark,
   BenchmarkMarketDataDetails,
   BenchmarkProperty,
   BenchmarkResponse,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
+import { BenchmarkTrend } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { SymbolProfile } from '@prisma/client';
 import Big from 'big.js';
-import { format } from 'date-fns';
+import { format, subDays } from 'date-fns';
 import { uniqBy } from 'lodash';
 import ms from 'ms';
 
@@ -45,9 +50,34 @@ export class BenchmarkService {
     return 0;
   }
 
-  public async getBenchmarks({ useCache = true } = {}): Promise<
+  public async getBenchmarkTrends({ dataSource, symbol }: UniqueAsset) {
-    BenchmarkResponse['benchmarks']
+    const historicalData = await this.marketDataService.marketDataItems({
-  > {
+      orderBy: {
+        date: 'desc'
+      },
+      where: {
+        dataSource,
+        symbol,
+        date: { gte: subDays(new Date(), 400) }
+      }
+    });
+
+    const fiftyDayAverage = calculateBenchmarkTrend({
+      historicalData,
+      days: 50
+    });
+    const twoHundredDayAverage = calculateBenchmarkTrend({
+      historicalData,
+      days: 200
+    });
+
+    return { trend50d: fiftyDayAverage, trend200d: twoHundredDayAverage };
+  }
+
+  public async getBenchmarks({
+    enableSharing = false,
+    useCache = true
+  } = {}): Promise<BenchmarkResponse['benchmarks']> {
     let benchmarks: BenchmarkResponse['benchmarks'];
 
     if (useCache) {
@@ -62,9 +92,16 @@ export class BenchmarkService {
       } catch {}
     }
 
-    const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
+    const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles({
+      enableSharing
+    });
 
-    const promises: Promise<{ date: Date; marketPrice: number }>[] = [];
+    const promisesAllTimeHighs: Promise<{ date: Date; marketPrice: number }>[] =
+      [];
+    const promisesBenchmarkTrends: Promise<{
+      trend50d: BenchmarkTrend;
+      trend200d: BenchmarkTrend;
+    }>[] = [];
 
     const quotes = await this.dataProviderService.getQuotes({
       items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
@@ -73,10 +110,18 @@ export class BenchmarkService {
     });
 
     for (const { dataSource, symbol } of benchmarkAssetProfiles) {
-      promises.push(this.marketDataService.getMax({ dataSource, symbol }));
+      promisesAllTimeHighs.push(
+        this.marketDataService.getMax({ dataSource, symbol })
+      );
+      promisesBenchmarkTrends.push(
+        this.getBenchmarkTrends({ dataSource, symbol })
+      );
     }
 
-    const allTimeHighs = await Promise.all(promises);
+    const [allTimeHighs, benchmarkTrends] = await Promise.all([
+      Promise.all(promisesAllTimeHighs),
+      Promise.all(promisesBenchmarkTrends)
+    ]);
     let storeInCache = true;
 
     benchmarks = allTimeHighs.map((allTimeHigh, index) => {
@@ -93,6 +138,7 @@ export class BenchmarkService {
       } else {
         storeInCache = false;
       }
+
       return {
         marketCondition: this.getMarketCondition(
           performancePercentFromAllTimeHigh
@@ -100,10 +146,12 @@ export class BenchmarkService {
         name: benchmarkAssetProfiles[index].name,
         performances: {
           allTimeHigh: {
-            date: allTimeHigh.date,
+            date: allTimeHigh?.date,
             performancePercent: performancePercentFromAllTimeHigh
           }
-        }
+        },
+        trend50d: benchmarkTrends[index].trend50d,
+        trend200d: benchmarkTrends[index].trend200d
       };
     });
 
@@ -118,12 +166,22 @@ export class BenchmarkService {
     return benchmarks;
   }
 
-  public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
+  public async getBenchmarkAssetProfiles({
+    enableSharing = false
+  } = {}): Promise<Partial<SymbolProfile>[]> {
     const symbolProfileIds: string[] = (
       ((await this.propertyService.getByKey(
         PROPERTY_BENCHMARKS
       )) as BenchmarkProperty[]) ?? []
-    ).map(({ symbolProfileId }) => {
+    )
+      .filter((benchmark) => {
+        if (enableSharing) {
+          return benchmark.enableSharing;
+        }
+
+        return true;
+      })
+      .map(({ symbolProfileId }) => {
         return symbolProfileId;
       });
 
@@ -282,7 +340,15 @@ export class BenchmarkService {
     };
   }
 
-  private getMarketCondition(aPerformanceInPercent: number) {
+  private getMarketCondition(
-    return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
+    aPerformanceInPercent: number
+  ): Benchmark['marketCondition'] {
+    if (aPerformanceInPercent === 0) {
+      return 'ALL_TIME_HIGH';
+    } else if (aPerformanceInPercent <= -0.2) {
+      return 'BEAR_MARKET';
+    } else {
+      return 'NEUTRAL_MARKET';
+    }
   }
 }

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

@@ -8,6 +8,7 @@ import {
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@@ -25,7 +26,7 @@ import {
 import { Injectable } from '@nestjs/common';
 import { DataSource, Prisma, SymbolProfile } from '@prisma/client';
 import Big from 'big.js';
-import { endOfToday, format, isAfter, isSameDay, parseISO } from 'date-fns';
+import { endOfToday, format, isAfter, isSameSecond, parseISO } from 'date-fns';
 import { uniqBy } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
 
@@ -33,6 +34,7 @@ import { v4 as uuidv4 } from 'uuid';
 export class ImportService {
   public constructor(
     private readonly accountService: AccountService,
+    private readonly configurationService: ConfigurationService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
@@ -81,12 +83,13 @@ export class ImportService {
 
         const value = new Big(quantity).mul(marketPrice).toNumber();
 
+        const date = parseDate(dateString);
         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)) &&
+            isSameSecond(activity.date, date) &&
             activity.quantity === quantity &&
             activity.SymbolProfile.symbol === assetProfile.symbol &&
             activity.type === 'DIVIDEND' &&
@@ -100,6 +103,7 @@ export class ImportService {
 
         return {
           Account,
+          date,
           error,
           quantity,
           value,
@@ -107,7 +111,6 @@ export class ImportService {
           accountUserId: undefined,
           comment: undefined,
           createdAt: undefined,
-          date: parseDate(dateString),
           fee: 0,
           feeInBaseCurrency: 0,
           id: assetProfile.id,
@@ -480,13 +483,13 @@ export class ImportService {
         type,
         unitPrice
       }) => {
-        const date = parseISO(<string>(<unknown>dateString));
+        const date = parseISO(dateString);
         const isDuplicate = existingActivities.some((activity) => {
           return (
             activity.accountId === accountId &&
             activity.SymbolProfile.currency === currency &&
             activity.SymbolProfile.dataSource === dataSource &&
-            isSameDay(activity.date, date) &&
+            isSameSecond(activity.date, date) &&
             activity.fee === fee &&
             activity.quantity === quantity &&
             activity.SymbolProfile.symbol === symbol &&
@@ -570,6 +573,12 @@ export class ImportService {
       index,
       { currency, dataSource, symbol }
     ] of uniqueActivitiesDto.entries()) {
+      if (!this.configurationService.get('DATA_SOURCES').includes(dataSource)) {
+        throw new Error(
+          `activities.${index}.dataSource ("${dataSource}") is not valid`
+        );
+      }
+
       if (dataSource !== 'MANUAL') {
         const assetProfile = (
           await this.dataProviderService.getAssetProfiles([

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

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

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

@@ -13,7 +13,6 @@ import {
   IsISO8601,
   IsNumber,
   IsOptional,
-  IsPositive,
   IsString,
   Min
 } from 'class-validator';
@@ -54,7 +53,7 @@ export class CreateOrderDto {
   fee: number;
 
   @IsNumber()
-  @IsPositive()
+  @Min(0)
   quantity: number;
 
   @IsString()
@@ -68,7 +67,7 @@ export class CreateOrderDto {
   type: Type;
 
   @IsNumber()
-  @IsPositive()
+  @Min(0)
   unitPrice: number;
 
   @IsBoolean()

apps/api/src/app/order/interfaces/activities.interface.ts

@@ -2,6 +2,7 @@ import { OrderWithAccount } from '@ghostfolio/common/types';
 
 export interface Activities {
   activities: Activity[];
+  count: number;
 }
 
 export interface Activity extends OrderWithAccount {

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

@@ -24,7 +24,7 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { Order as OrderModel } from '@prisma/client';
+import { Order as OrderModel, Prisma } from '@prisma/client';
 import { parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
@@ -90,6 +90,8 @@ export class OrderController {
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('skip') skip?: number,
+    @Query('sortColumn') sortColumn?: string,
+    @Query('sortDirection') sortDirection?: Prisma.SortOrder,
     @Query('tags') filterByTags?: string,
     @Query('take') take?: number
   ): Promise<Activities> {
@@ -103,8 +105,10 @@ export class OrderController {
       await this.impersonationService.validateImpersonationId(impersonationId);
     const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
-    const activities = await this.orderService.getOrders({
+    const { activities, count } = await this.orderService.getOrders({
       filters,
+      sortColumn,
+      sortDirection,
       userCurrency,
       includeDrafts: true,
       skip: isNaN(skip) ? undefined : skip,
@@ -113,7 +117,7 @@ export class OrderController {
       withExcludedAccounts: true
     });
 
-    return { activities };
+    return { activities, count };
   }
 
   @Post()

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

@@ -1,8 +1,8 @@
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CacheModule } from '@ghostfolio/api/app/cache/cache.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
-import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';

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

@@ -25,7 +25,7 @@ import { endOfToday, isAfter } from 'date-fns';
 import { groupBy } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
 
-import { Activity } from './interfaces/activities.interface';
+import { Activities, Activity } from './interfaces/activities.interface';
 
 @Injectable()
 export class OrderService {
@@ -51,7 +51,7 @@ export class OrderService {
     take?: number;
     cursor?: Prisma.OrderWhereUniqueInput;
     where?: Prisma.OrderWhereInput;
-    orderBy?: Prisma.OrderOrderByWithRelationInput;
+    orderBy?: Prisma.Enumerable<Prisma.OrderOrderByWithRelationInput>;
   }): Promise<OrderWithAccount[]> {
     const { include, skip, take, cursor, where, orderBy } = params;
 
@@ -231,6 +231,8 @@ export class OrderService {
     filters,
     includeDrafts = false,
     skip,
+    sortColumn,
+    sortDirection,
     take = Number.MAX_SAFE_INTEGER,
     types,
     userCurrency,
@@ -240,12 +242,17 @@ export class OrderService {
     filters?: Filter[];
     includeDrafts?: boolean;
     skip?: number;
+    sortColumn?: string;
+    sortDirection?: Prisma.SortOrder;
     take?: number;
     types?: TypeOfOrder[];
     userCurrency: string;
     userId: string;
     withExcludedAccounts?: boolean;
-  }): Promise<Activity[]> {
+  }): Promise<Activities> {
+    let orderBy: Prisma.Enumerable<Prisma.OrderOrderByWithRelationInput> = [
+      { date: 'asc' }
+    ];
     const where: Prisma.OrderWhereInput = { userId };
 
     const {
@@ -307,6 +314,10 @@ export class OrderService {
       };
     }
 
+    if (sortColumn) {
+      orderBy = [{ [sortColumn]: sortDirection }];
+    }
+
     if (types) {
       where.OR = types.map((type) => {
         return {
@@ -317,8 +328,9 @@ export class OrderService {
       });
     }
 
-    return (
+    const [orders, count] = await Promise.all([
-      await this.orders({
+      this.orders({
+        orderBy,
         skip,
         take,
         where,
@@ -332,10 +344,12 @@ export class OrderService {
           // eslint-disable-next-line @typescript-eslint/naming-convention
           SymbolProfile: true,
           tags: true
-        },
+        }
-        orderBy: { date: 'asc' }
+      }),
-      })
+      this.prismaService.order.count({ where })
-    )
+    ]);
+
+    const activities = orders
       .filter((order) => {
         return (
           withExcludedAccounts ||
@@ -361,6 +375,8 @@ export class OrderService {
           )
         };
       });
+
+    return { activities, count };
   }
 
   public async updateOrder({

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

@@ -8,12 +8,10 @@ import {
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsArray,
-  IsBoolean,
   IsEnum,
   IsISO8601,
   IsNumber,
   IsOptional,
-  IsPositive,
   IsString,
   Min
 } from 'class-validator';
@@ -56,7 +54,7 @@ export class UpdateOrderDto {
   id: string;
 
   @IsNumber()
-  @IsPositive()
+  @Min(0)
   quantity: number;
 
   @IsString()
@@ -70,6 +68,6 @@ export class UpdateOrderDto {
   type: Type;
 
   @IsNumber()
-  @IsPositive()
+  @Min(0)
   unitPrice: number;
 }

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

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

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

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

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

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

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

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

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

@@ -346,14 +346,32 @@ export class PortfolioController {
       this.userService.isRestrictedView(this.request.user)
     ) {
       performanceInformation.chart = performanceInformation.chart.map(
-        ({ date, netPerformanceInPercentage, totalInvestment, value }) => {
+        ({
+          date,
+          netPerformanceInPercentage,
+          netWorth,
+          totalInvestment,
+          value
+        }) => {
           return {
             date,
             netPerformanceInPercentage,
-            totalInvestment: new Big(totalInvestment)
+            netWorthInPercentage:
+              performanceInformation.performance.currentNetWorth === 0
+                ? 0
+                : new Big(netWorth)
+                    .div(performanceInformation.performance.currentNetWorth)
+                    .toNumber(),
+            totalInvestment:
+              performanceInformation.performance.totalInvestment === 0
+                ? 0
+                : new Big(totalInvestment)
                     .div(performanceInformation.performance.totalInvestment)
                     .toNumber(),
-            valueInPercentage: new Big(value)
+            valueInPercentage:
+              performanceInformation.performance.currentValue === 0
+                ? 0
+                : new Big(value)
                     .div(performanceInformation.performance.currentValue)
                     .toNumber()
           };
@@ -365,6 +383,7 @@ export class PortfolioController {
         [
           'currentGrossPerformance',
           'currentNetPerformance',
+          'currentNetWorth',
           'currentValue',
           'totalInvestment'
         ]

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

@@ -1,8 +1,8 @@
 import { AccessModule } from '@ghostfolio/api/app/access/access.module';
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
-import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';

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

@@ -1,3 +1,4 @@
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CashDetails } from '@ghostfolio/api/app/account/interfaces/cash-details.interface';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
@@ -67,14 +68,16 @@ import {
   isBefore,
   isSameMonth,
   isSameYear,
+  isValid,
   max,
+  min,
   parseISO,
   set,
   setDayOfYear,
   subDays,
   subYears
 } from 'date-fns';
-import { isEmpty, sortBy, uniq, uniqBy } from 'lodash';
+import { isEmpty, last, sortBy, uniq, uniqBy } from 'lodash';
 
 import {
   HistoricalDataContainer,
@@ -91,6 +94,7 @@ const europeMarkets = require('../../assets/countries/europe-markets.json');
 @Injectable()
 export class PortfolioService {
   public constructor(
+    private readonly accountBalanceService: AccountBalanceService,
     private readonly accountService: AccountService,
     private readonly currentRateService: CurrentRateService,
     private readonly dataProviderService: DataProviderService,
@@ -114,8 +118,12 @@ export class PortfolioService {
   }): Promise<AccountWithValue[]> {
     const where: Prisma.AccountWhereInput = { userId: userId };
 
-    if (filters?.[0].id && filters?.[0].type === 'ACCOUNT') {
+    const accountFilter = filters?.find(({ type }) => {
-      where.id = filters[0].id;
+      return type === 'ACCOUNT';
+    });
+
+    if (accountFilter) {
+      where.id = accountFilter.id;
     }
 
     const [accounts, details] = await Promise.all([
@@ -217,7 +225,7 @@ export class PortfolioService {
   }): Promise<InvestmentItem[]> {
     const userId = await this.getUserId(impersonationId, this.request.user.id);
 
-    const activities = await this.orderService.getOrders({
+    const { activities } = await this.orderService.getOrders({
       filters,
       userId,
       types: ['DIVIDEND'],
@@ -267,6 +275,13 @@ export class PortfolioService {
         includeDrafts: true
       });
 
+    if (transactionPoints.length === 0) {
+      return {
+        investments: [],
+        streaks: { currentStreak: 0, longestStreak: 0 }
+      };
+    }
+
     const portfolioCalculator = new PortfolioCalculator({
       currency: this.request.user.Settings.settings.baseCurrency,
       currentRateService: this.currentRateService,
@@ -274,12 +289,6 @@ export class PortfolioService {
     });
 
     portfolioCalculator.setTransactionPoints(transactionPoints);
-    if (transactionPoints.length === 0) {
-      return {
-        investments: [],
-        streaks: { currentStreak: 0, longestStreak: 0 }
-      };
-    }
 
     let investments: InvestmentItem[];
 
@@ -367,67 +376,6 @@ export class PortfolioService {
     };
   }
 
-  public async getChart({
-    dateRange = 'max',
-    filters,
-    impersonationId,
-    userCurrency,
-    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,
-        withExcludedAccounts
-      });
-
-    const portfolioCalculator = new PortfolioCalculator({
-      currency: userCurrency,
-      currentRateService: this.currentRateService,
-      orders: portfolioOrders
-    });
-
-    portfolioCalculator.setTransactionPoints(transactionPoints);
-    if (transactionPoints.length === 0) {
-      return {
-        isAllTimeHigh: false,
-        isAllTimeLow: false,
-        items: []
-      };
-    }
-    const endDate = new Date();
-
-    const portfolioStart = parseDate(transactionPoints[0].date);
-    const startDate = this.getStartDate(dateRange, portfolioStart);
-
-    const daysInMarket = differenceInDays(new Date(), startDate);
-    const step = Math.round(
-      daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
-    );
-
-    const items = await portfolioCalculator.getChartData(
-      startDate,
-      endDate,
-      step
-    );
-
-    return {
-      items,
-      isAllTimeHigh: false,
-      isAllTimeLow: false
-    };
-  }
-
   public async getDetails({
     dateRange = 'max',
     filters,
@@ -731,13 +679,13 @@ export class PortfolioService {
     const user = await this.userService.user({ id: userId });
     const userCurrency = this.getUserCurrency(user);
 
-    const orders = (
+    const { activities } = await this.orderService.getOrders({
-      await this.orderService.getOrders({
       userCurrency,
       userId,
       withExcludedAccounts: true
-      })
+    });
-    ).filter(({ SymbolProfile }) => {
+
+    const orders = activities.filter(({ SymbolProfile }) => {
       return (
         SymbolProfile.dataSource === aDataSource &&
         SymbolProfile.symbol === aSymbol
@@ -879,7 +827,7 @@ export class PortfolioService {
           let currentAveragePrice = 0;
           let currentQuantity = 0;
 
-          const currentSymbol = transactionPoints[j].items.find(
+          const currentSymbol = transactionPoints[j]?.items.find(
             ({ symbol }) => {
               return symbol === aSymbol;
             }
@@ -1028,12 +976,6 @@ export class PortfolioService {
         userId
       });
 
-    const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.settings.baseCurrency,
-      currentRateService: this.currentRateService,
-      orders: portfolioOrders
-    });
-
     if (transactionPoints?.length <= 0) {
       return {
         hasErrors: false,
@@ -1041,6 +983,12 @@ export class PortfolioService {
       };
     }
 
+    const portfolioCalculator = new PortfolioCalculator({
+      currency: this.request.user.Settings.settings.baseCurrency,
+      currentRateService: this.currentRateService,
+      orders: portfolioOrders
+    });
+
     portfolioCalculator.setTransactionPoints(transactionPoints);
 
     const portfolioStart = parseDate(transactionPoints[0].date);
@@ -1126,6 +1074,31 @@ export class PortfolioService {
     const user = await this.userService.user({ id: userId });
     const userCurrency = this.getUserCurrency(user);
 
+    const accountBalances = await this.accountBalanceService.getAccountBalances(
+      { filters, user, withExcludedAccounts }
+    );
+
+    let accountBalanceItems: HistoricalDataItem[] = Object.values(
+      // Reduce the array to a map with unique dates as keys
+      accountBalances.balances.reduce(
+        (
+          map: { [date: string]: HistoricalDataItem },
+          { date, valueInBaseCurrency }
+        ) => {
+          const formattedDate = format(date, DATE_FORMAT);
+
+          // Store the item in the map, overwriting if the date already exists
+          map[formattedDate] = {
+            date: formattedDate,
+            value: valueInBaseCurrency
+          };
+
+          return map;
+        },
+        {}
+      )
+    );
+
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
         filters,
@@ -1139,7 +1112,7 @@ export class PortfolioService {
       orders: portfolioOrders
     });
 
-    if (transactionPoints?.length <= 0) {
+    if (accountBalanceItems?.length <= 0 && transactionPoints?.length <= 0) {
       return {
         chart: [],
         firstOrderDate: undefined,
@@ -1149,6 +1122,7 @@ export class PortfolioService {
           currentGrossPerformancePercent: 0,
           currentNetPerformance: 0,
           currentNetPerformancePercent: 0,
+          currentNetWorth: 0,
           currentValue: 0,
           totalInvestment: 0
         }
@@ -1157,7 +1131,15 @@ export class PortfolioService {
 
     portfolioCalculator.setTransactionPoints(transactionPoints);
 
-    const portfolioStart = parseDate(transactionPoints[0].date);
+    const portfolioStart = min(
+      [
+        parseDate(accountBalanceItems[0]?.date),
+        parseDate(transactionPoints[0]?.date)
+      ].filter((date) => {
+        return isValid(date);
+      })
+    );
+
     const startDate = this.getStartDate(dateRange, portfolioStart);
     const {
       currentValue,
@@ -1175,17 +1157,17 @@ export class PortfolioService {
     let currentNetPerformance = netPerformance;
     let currentNetPerformancePercent = netPerformancePercentage;
 
-    const historicalDataContainer = await this.getChart({
+    const { items } = await this.getChart({
       dateRange,
-      filters,
       impersonationId,
+      portfolioOrders,
+      transactionPoints,
       userCurrency,
-      userId,
+      userId
-      withExcludedAccounts
     });
 
-    const itemOfToday = historicalDataContainer.items.find((item) => {
+    const itemOfToday = items.find(({ date }) => {
-      return item.date === format(new Date(), DATE_FORMAT);
+      return date === format(new Date(), DATE_FORMAT);
     });
 
     if (itemOfToday) {
@@ -1195,34 +1177,42 @@ export class PortfolioService {
       ).div(100);
     }
 
+    accountBalanceItems = accountBalanceItems.filter(({ date }) => {
+      return !isBefore(parseDate(date), startDate);
+    });
+
+    const accountBalanceItemOfToday = accountBalanceItems.find(({ date }) => {
+      return date === format(new Date(), DATE_FORMAT);
+    });
+
+    if (!accountBalanceItemOfToday) {
+      accountBalanceItems.push({
+        date: format(new Date(), DATE_FORMAT),
+        value: last(accountBalanceItems)?.value ?? 0
+      });
+    }
+
+    const mergedHistoricalDataItems = this.mergeHistoricalDataItems(
+      accountBalanceItems,
+      items
+    );
+
+    const currentHistoricalDataItem = last(mergedHistoricalDataItems);
+    const currentNetWorth = currentHistoricalDataItem?.netWorth ?? 0;
+
     return {
       errors,
       hasErrors,
-      chart: historicalDataContainer.items.map(
+      chart: mergedHistoricalDataItems,
-        ({
+      firstOrderDate: parseDate(items[0]?.date),
-          date,
-          netPerformance: netPerformanceOfItem,
-          netPerformanceInPercentage,
-          totalInvestment: totalInvestmentOfItem,
-          value
-        }) => {
-          return {
-            date,
-            netPerformanceInPercentage,
-            value,
-            netPerformance: netPerformanceOfItem,
-            totalInvestment: totalInvestmentOfItem
-          };
-        }
-      ),
-      firstOrderDate: parseDate(historicalDataContainer.items[0]?.date),
       performance: {
-        currentValue: currentValue.toNumber(),
+        currentNetWorth,
         currentGrossPerformance: currentGrossPerformance.toNumber(),
         currentGrossPerformancePercent:
           currentGrossPerformancePercent.toNumber(),
         currentNetPerformance: currentNetPerformance.toNumber(),
         currentNetPerformancePercent: currentNetPerformancePercent.toNumber(),
+        currentValue: currentValue.toNumber(),
         totalInvestment: totalInvestment.toNumber()
       }
     };
@@ -1376,6 +1366,62 @@ export class PortfolioService {
     return cashPositions;
   }
 
+  private async getChart({
+    dateRange = 'max',
+    impersonationId,
+    portfolioOrders,
+    transactionPoints,
+    userCurrency,
+    userId
+  }: {
+    dateRange?: DateRange;
+    impersonationId: string;
+    portfolioOrders: PortfolioOrder[];
+    transactionPoints: TransactionPoint[];
+    userCurrency: string;
+    userId: string;
+  }): Promise<HistoricalDataContainer> {
+    if (transactionPoints.length === 0) {
+      return {
+        isAllTimeHigh: false,
+        isAllTimeLow: false,
+        items: []
+      };
+    }
+
+    userId = await this.getUserId(impersonationId, userId);
+
+    const portfolioCalculator = new PortfolioCalculator({
+      currency: userCurrency,
+      currentRateService: this.currentRateService,
+      orders: portfolioOrders
+    });
+
+    portfolioCalculator.setTransactionPoints(transactionPoints);
+
+    const endDate = new Date();
+
+    const portfolioStart = parseDate(transactionPoints[0].date);
+    const startDate = this.getStartDate(dateRange, portfolioStart);
+
+    const daysInMarket = differenceInDays(new Date(), startDate);
+    const step = Math.round(
+      daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
+    );
+
+    const items = await portfolioCalculator.getChartData(
+      startDate,
+      endDate,
+      step
+    );
+
+    return {
+      items,
+      isAllTimeHigh: false,
+      isAllTimeLow: false
+    };
+  }
+
   private getDividendsByGroup({
     dividends,
     groupBy
@@ -1593,18 +1639,18 @@ export class PortfolioService {
       userId
     });
 
-    const activities = await this.orderService.getOrders({
+    const { activities } = await this.orderService.getOrders({
       userCurrency,
       userId
     });
 
-    const excludedActivities = (
+    let { activities: excludedActivities } = await this.orderService.getOrders({
-      await this.orderService.getOrders({
       userCurrency,
       userId,
       withExcludedAccounts: true
-      })
+    });
-    ).filter(({ Account: account }) => {
+
+    excludedActivities = excludedActivities.filter(({ Account: account }) => {
       return account?.isExcluded ?? false;
     });
 
@@ -1784,7 +1830,7 @@ export class PortfolioService {
     const userCurrency =
       this.request.user?.Settings?.settings.baseCurrency ?? DEFAULT_CURRENCY;
 
-    const orders = await this.orderService.getOrders({
+    const { activities, count } = await this.orderService.getOrders({
       filters,
       includeDrafts,
       userCurrency,
@@ -1793,11 +1839,11 @@ export class PortfolioService {
       types: ['BUY', 'SELL']
     });
 
-    if (orders.length <= 0) {
+    if (count <= 0) {
       return { transactionPoints: [], orders: [], portfolioOrders: [] };
     }
 
-    const portfolioOrders: PortfolioOrder[] = orders.map((order) => ({
+    const portfolioOrders: PortfolioOrder[] = activities.map((order) => ({
       currency: order.SymbolProfile.currency,
       dataSource: order.SymbolProfile.dataSource,
       date: format(order.date, DATE_FORMAT),
@@ -1831,8 +1877,8 @@ export class PortfolioService {
     portfolioCalculator.computeTransactionPoints();
 
     return {
-      orders,
       portfolioOrders,
+      orders: activities,
       transactionPoints: portfolioCalculator.getTransactionPoints()
     };
   }
@@ -1867,7 +1913,8 @@ export class PortfolioService {
     userId: string;
     withExcludedAccounts?: boolean;
   }) {
-    const ordersOfTypeItemOrLiability = await this.orderService.getOrders({
+    const { activities: ordersOfTypeItemOrLiability } =
+      await this.orderService.getOrders({
         filters,
         userCurrency,
         userId,
@@ -1892,7 +1939,11 @@ export class PortfolioService {
       });
     } else {
       const accountIds = uniq(
-        orders.map(({ accountId }) => {
+        orders
+          .filter(({ accountId }) => {
+            return accountId;
+          })
+          .map(({ accountId }) => {
             return accountId;
           })
       );
@@ -1995,4 +2046,44 @@ export class PortfolioService {
 
     return { accounts, platforms };
   }
+
+  private mergeHistoricalDataItems(
+    accountBalanceItems: HistoricalDataItem[],
+    performanceChartItems: HistoricalDataItem[]
+  ): HistoricalDataItem[] {
+    const historicalDataItemsMap: { [date: string]: HistoricalDataItem } = {};
+    let latestAccountBalance = 0;
+
+    for (const item of accountBalanceItems.concat(performanceChartItems)) {
+      const isAccountBalanceItem = accountBalanceItems.includes(item);
+
+      const totalAccountBalance = isAccountBalanceItem
+        ? item.value
+        : latestAccountBalance;
+
+      if (isAccountBalanceItem && performanceChartItems.length > 0) {
+        latestAccountBalance = item.value;
+      } else {
+        historicalDataItemsMap[item.date] = {
+          ...item,
+          totalAccountBalance,
+          netWorth:
+            (isAccountBalanceItem ? 0 : item.value) + totalAccountBalance
+        };
+      }
+    }
+
+    // Convert to an array and sort by date in ascending order
+    const historicalDataItems = Object.keys(historicalDataItemsMap).map(
+      (date) => {
+        return historicalDataItemsMap[date];
+      }
+    );
+
+    historicalDataItems.sort(
+      (a, b) => new Date(a.date).getTime() - new Date(b.date).getTime()
+    );
+
+    return historicalDataItems;
+  }
 }

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

@@ -111,14 +111,14 @@ export class SubscriptionService {
     aSubscriptions: Subscription[]
   ): UserWithSettings['subscription'] {
     if (aSubscriptions.length > 0) {
-      const latestSubscription = aSubscriptions.reduce((a, b) => {
+      const { expiresAt, price } = aSubscriptions.reduce((a, b) => {
         return new Date(a.expiresAt) > new Date(b.expiresAt) ? a : b;
       });
 
       return {
-        expiresAt: latestSubscription.expiresAt,
+        expiresAt,
-        offer: latestSubscription.price === 0 ? 'default' : 'renewal',
+        offer: price ? 'renewal' : 'default',
-        type: isBefore(new Date(), latestSubscription.expiresAt)
+        type: isBefore(new Date(), expiresAt)
           ? SubscriptionType.Premium
           : SubscriptionType.Basic
       };

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

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

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

@@ -7,9 +7,14 @@ import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import {
   DEFAULT_CURRENCY,
   PROPERTY_IS_READ_ONLY_MODE,
+  PROPERTY_SYSTEM_MESSAGE,
   locale
 } from '@ghostfolio/common/config';
-import { User as IUser, UserSettings } from '@ghostfolio/common/interfaces';
+import {
+  User as IUser,
+  SystemMessage,
+  UserSettings
+} from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
   hasRole,
@@ -48,6 +53,17 @@ export class UserService {
       orderBy: { alias: 'asc' },
       where: { GranteeUser: { id } }
     });
+
+    let systemMessage: SystemMessage;
+
+    const systemMessageProperty = (await this.propertyService.getByKey(
+      PROPERTY_SYSTEM_MESSAGE
+    )) as SystemMessage;
+
+    if (systemMessageProperty?.targetGroups?.includes(subscription?.type)) {
+      systemMessage = systemMessageProperty;
+    }
+
     let tags = await this.tagService.getByUser(id);
 
     if (
@@ -61,6 +77,7 @@ export class UserService {
       id,
       permissions,
       subscription,
+      systemMessage,
       tags,
       access: access.map((accessItem) => {
         return {
@@ -110,7 +127,9 @@ export class UserService {
       updatedAt
     } = await this.prismaService.user.findUnique({
       include: {
-        Account: true,
+        Account: {
+          include: { Platform: true }
+        },
         Analytics: true,
         Settings: true,
         Subscription: true
@@ -179,16 +198,18 @@ export class UserService {
           new Date(),
           user.createdAt
         );
-        let frequency = 20;
+        let frequency = 15;
 
-        if (daysSinceRegistration > 180) {
+        if (daysSinceRegistration > 365) {
+          frequency = 2;
+        } else if (daysSinceRegistration > 180) {
           frequency = 3;
         } else if (daysSinceRegistration > 60) {
           frequency = 5;
         } else if (daysSinceRegistration > 30) {
-          frequency = 10;
+          frequency = 8;
         } else if (daysSinceRegistration > 15) {
-          frequency = 15;
+          frequency = 12;
         }
 
         if (Analytics?.activityCount % frequency === 1) {
@@ -233,8 +254,8 @@ export class UserService {
       currentPermissions.push(permissions.impersonateAllUsers);
     }
 
-    user.Account = sortBy(user.Account, (account) => {
+    user.Account = sortBy(user.Account, ({ name }) => {
-      return account.name;
+      return name.toLowerCase();
     });
     user.permissions = currentPermissions.sort();
 

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-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-beanvest</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -70,10 +82,18 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-compound-planning</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-copilot-money</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-de.fi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-delta</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -82,6 +102,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-divvydiary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-empower</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-exirio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -90,6 +114,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -102,6 +130,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-gospatz</loc>
     <lastmod>${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>
@@ -110,6 +142,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -118,6 +154,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -142,6 +182,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -170,18 +214,34 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sumio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-tiller</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-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-whal</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ueber-uns</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -286,6 +346,14 @@
     <loc>https://ghostfol.io/en/blog/2023/09/hacktoberfest-2023</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2023/11/black-week-2023</loc>
+    <lastmod>${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>
@@ -320,10 +388,22 @@
     <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-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-beanvest</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -336,10 +416,18 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-compound-planning</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-copilot-money</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-de.fi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-delta</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -348,6 +436,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-divvydiary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-empower</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-exirio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -356,6 +448,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -368,6 +464,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-gospatz</loc>
     <lastmod>${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>
@@ -376,6 +476,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -384,6 +488,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -408,6 +516,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -436,18 +548,34 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sumio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-tiller</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-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-whal</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/es</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -614,10 +742,22 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-beanvest</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -630,10 +770,18 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-compound-planning</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-copilot-money</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-de.fi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-delta</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -642,6 +790,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-divvydiary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-empower</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-exirio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -650,6 +802,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -662,6 +818,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-gospatz</loc>
     <lastmod>${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 +830,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -678,6 +842,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -702,6 +870,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -730,18 +902,34 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-sumio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-tiller</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-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-whal</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -754,10 +942,22 @@
     <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-allvue-systems</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-basil-finance</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-beanvest</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -770,10 +970,18 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-compound-planning</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-copilot-money</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-de.fi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-delta</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -782,6 +990,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-divvydiary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-empower</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-exirio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -790,6 +1002,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -802,6 +1018,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-gospatz</loc>
     <lastmod>${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>
@@ -810,6 +1030,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-kubera</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-magnifi</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-markets.sh</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -818,6 +1042,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-maybe-finance</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monarch-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monse</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -842,6 +1070,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -870,18 +1102,34 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sumio</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-tiller</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-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-whal</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-ynab</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/functionaliteiten</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -928,6 +1176,10 @@
     <loc>https://ghostfol.io/nl/veelgestelde-vragen</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/pl</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/pt</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>

apps/api/src/decorators/has-permission.decorator.ts

@@ -0,0 +1,6 @@
+import { SetMetadata } from '@nestjs/common';
+export const HAS_PERMISSION_KEY = 'has_permission';
+
+export function HasPermission(permission: string) {
+  return SetMetadata(HAS_PERMISSION_KEY, permission);
+}

apps/api/src/guards/has-permission.guard.spec.ts

@@ -0,0 +1,55 @@
+import { HttpException } from '@nestjs/common';
+import { Reflector } from '@nestjs/core';
+import { ExecutionContextHost } from '@nestjs/core/helpers/execution-context-host';
+import { Test, TestingModule } from '@nestjs/testing';
+
+import { HasPermissionGuard } from './has-permission.guard';
+
+describe('HasPermissionGuard', () => {
+  let guard: HasPermissionGuard;
+  let reflector: Reflector;
+
+  beforeEach(async () => {
+    const module: TestingModule = await Test.createTestingModule({
+      providers: [HasPermissionGuard, Reflector]
+    }).compile();
+
+    guard = module.get<HasPermissionGuard>(HasPermissionGuard);
+    reflector = module.get<Reflector>(Reflector);
+  });
+
+  function setupReflectorSpy(returnValue: string) {
+    jest.spyOn(reflector, 'get').mockReturnValue(returnValue);
+  }
+
+  function createMockExecutionContext(permissions: string[]) {
+    return new ExecutionContextHost([
+      {
+        user: {
+          permissions // Set user permissions based on the argument
+        }
+      }
+    ]);
+  }
+
+  it('should deny access if the user does not have any permission', () => {
+    setupReflectorSpy('required-permission');
+    const noPermissions = createMockExecutionContext([]);
+
+    expect(() => guard.canActivate(noPermissions)).toThrow(HttpException);
+  });
+
+  it('should deny access if the user has the wrong permission', () => {
+    setupReflectorSpy('required-permission');
+    const wrongPermission = createMockExecutionContext(['wrong-permission']);
+
+    expect(() => guard.canActivate(wrongPermission)).toThrow(HttpException);
+  });
+
+  it('should allow access if the user has the required permission', () => {
+    setupReflectorSpy('required-permission');
+    const rightPermission = createMockExecutionContext(['required-permission']);
+
+    expect(guard.canActivate(rightPermission)).toBe(true);
+  });
+});

apps/api/src/guards/has-permission.guard.ts

@@ -0,0 +1,37 @@
+import { HAS_PERMISSION_KEY } from '@ghostfolio/api/decorators/has-permission.decorator';
+import { hasPermission } from '@ghostfolio/common/permissions';
+import {
+  CanActivate,
+  ExecutionContext,
+  HttpException,
+  Injectable
+} from '@nestjs/common';
+import { Reflector } from '@nestjs/core';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+
+@Injectable()
+export class HasPermissionGuard implements CanActivate {
+  public constructor(private reflector: Reflector) {}
+
+  public canActivate(context: ExecutionContext): boolean {
+    const requiredPermission = this.reflector.get<string>(
+      HAS_PERMISSION_KEY,
+      context.getHandler()
+    );
+
+    if (!requiredPermission) {
+      return true; // No specific permissions required
+    }
+
+    const { user } = context.switchToHttp().getRequest();
+
+    if (!user || !hasPermission(user.permissions, requiredPermission)) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return true;
+  }
+}

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

@@ -75,6 +75,14 @@ const locales = {
   '/en/blog/2023/09/hacktoberfest-2023': {
     featureGraphicPath: 'assets/images/blog/hacktoberfest-2023.png',
     title: `Hacktoberfest 2023 - ${title}`
+  },
+  '/en/blog/2023/11/black-week-2023': {
+    featureGraphicPath: 'assets/images/blog/black-week-2023.jpg',
+    title: `Black Week 2023 - ${title}`
+  },
+  '/en/blog/2023/11/hacktoberfest-2023-debriefing': {
+    featureGraphicPath: 'assets/images/blog/hacktoberfest-2023.png',
+    title: `Hacktoberfest 2023 Debriefing - ${title}`
   }
 };
 
@@ -83,6 +91,9 @@ const isFileRequest = (filename: string) => {
     return true;
   } else if (
     filename.includes('auth/ey') ||
+    filename.includes(
+      'personal-finance-tools/open-source-alternative-to-de.fi'
+    ) ||
     filename.includes(
       'personal-finance-tools/open-source-alternative-to-markets.sh'
     )

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

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

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

@@ -1,42 +0,0 @@
-import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
-import { AccountBalancesResponse } from '@ghostfolio/common/interfaces';
-import { Injectable } from '@nestjs/common';
-import { AccountBalance, Prisma } from '@prisma/client';
-
-@Injectable()
-export class AccountBalanceService {
-  public constructor(private readonly prismaService: PrismaService) {}
-
-  public async createAccountBalance(
-    data: Prisma.AccountBalanceCreateInput
-  ): Promise<AccountBalance> {
-    return this.prismaService.accountBalance.create({
-      data
-    });
-  }
-
-  public async getAccountBalances({
-    accountId,
-    userId
-  }: {
-    accountId: string;
-    userId: string;
-  }): Promise<AccountBalancesResponse> {
-    const balances = await this.prismaService.accountBalance.findMany({
-      orderBy: {
-        date: 'asc'
-      },
-      select: {
-        date: true,
-        id: true,
-        value: true
-      },
-      where: {
-        accountId,
-        userId
-      }
-    });
-
-    return { balances };
-  }
-}

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

@@ -5,6 +5,7 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
+import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
@@ -105,9 +106,13 @@ export class AlphaVantageService implements DataProviderInterface {
     return DataSource.ALPHA_VANTAGE;
   }
 
-  public async getQuotes(
+  public async getQuotes({
-    aSymbols: string[]
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    symbols
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
     return {};
   }
 

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

@@ -56,7 +56,13 @@ export class CoinGeckoService implements DataProviderInterface {
 
       response.name = name;
     } catch (error) {
-      Logger.error(error, 'CoinGeckoService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'CoinGeckoService');
     }
 
     return response;
@@ -134,13 +140,17 @@ export class CoinGeckoService implements DataProviderInterface {
     return DataSource.COINGECKO;
   }
 
-  public async getQuotes(
+  public async getQuotes({
-    aSymbols: string[]
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    symbols
-    const results: { [symbol: string]: IDataProviderResponse } = {};
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
+    if (symbols.length <= 0) {
-      return {};
+      return response;
     }
 
     try {
@@ -148,10 +158,10 @@ export class CoinGeckoService implements DataProviderInterface {
 
       setTimeout(() => {
         abortController.abort();
-      }, DEFAULT_REQUEST_TIMEOUT);
+      }, requestTimeout);
 
-      const response = await got(
+      const quotes = await got(
-        `${this.URL}/simple/price?ids=${aSymbols.join(
+        `${this.URL}/simple/price?ids=${symbols.join(
           ','
         )}&vs_currencies=${DEFAULT_CURRENCY.toLowerCase()}`,
         {
@@ -160,22 +170,26 @@ export class CoinGeckoService implements DataProviderInterface {
         }
       ).json<any>();
 
-      for (const symbol in response) {
+      for (const symbol in quotes) {
-        if (Object.prototype.hasOwnProperty.call(response, symbol)) {
+        response[symbol] = {
-          results[symbol] = {
           currency: DEFAULT_CURRENCY,
           dataProviderInfo: this.getDataProviderInfo(),
           dataSource: DataSource.COINGECKO,
-            marketPrice: response[symbol][DEFAULT_CURRENCY.toLowerCase()],
+          marketPrice: quotes[symbol][DEFAULT_CURRENCY.toLowerCase()],
           marketState: 'open'
         };
       }
-      }
     } catch (error) {
-      Logger.error(error, 'CoinGeckoService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
       }
 
-    return results;
+      Logger.error(message, 'CoinGeckoService');
+    }
+
+    return response;
   }
 
   public getTestSymbol() {
@@ -214,7 +228,13 @@ export class CoinGeckoService implements DataProviderInterface {
         };
       });
     } catch (error) {
-      Logger.error(error, 'CoinGeckoService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'CoinGeckoService');
     }
 
     return { items };

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

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

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

@@ -15,9 +15,11 @@ export class OpenFigiDataEnhancerService implements DataEnhancerInterface {
   ) {}
 
   public async enhance({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
     response,
     symbol
   }: {
+    requestTimeout?: number;
     response: Partial<SymbolProfile>;
     symbol: string;
   }): Promise<Partial<SymbolProfile>> {
@@ -45,7 +47,7 @@ export class OpenFigiDataEnhancerService implements DataEnhancerInterface {
 
     setTimeout(() => {
       abortController.abort();
-    }, DEFAULT_REQUEST_TIMEOUT);
+    }, requestTimeout);
 
     const mappings = await got
       .post(`${OpenFigiDataEnhancerService.baseUrl}/v3/mapping`, {

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

@@ -13,6 +13,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
   private static countriesMapping = {
     'Russian Federation': 'Russia'
   };
+  private static holdingsWeightTreshold = 0.85;
   private static sectorsMapping = {
     'Consumer Discretionary': 'Consumer Cyclical',
     'Consumer Defensive': 'Consumer Staples',
@@ -21,9 +22,11 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
   };
 
   public async enhance({
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
     response,
     symbol
   }: {
+    requestTimeout?: number;
     response: Partial<SymbolProfile>;
     symbol: string;
   }): Promise<Partial<SymbolProfile>> {
@@ -37,7 +40,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
 
     setTimeout(() => {
       abortController.abort();
-    }, DEFAULT_REQUEST_TIMEOUT);
+    }, requestTimeout);
 
     const profile = await got(
       `${TrackinsightDataEnhancerService.baseUrl}/funds/${symbol}.json`,
@@ -111,7 +114,9 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
           });
       });
 
-    if (holdings?.weight < 0.95) {
+    if (
+      holdings?.weight < TrackinsightDataEnhancerService.holdingsWeightTreshold
+    ) {
       // Skip if data is inaccurate
       return response;
     }

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

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

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

@@ -17,6 +17,7 @@ import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource, MarketData, SymbolProfile } from '@prisma/client';
 import { format, isValid } from 'date-fns';
 import { groupBy, isEmpty, isNumber } from 'lodash';
+import ms from 'ms';
 
 @Injectable()
 export class DataProviderService {
@@ -52,6 +53,7 @@ export class DataProviderService {
           symbol
         }
       ],
+      requestTimeout: ms('30 seconds'),
       useCache: false
     });
 
@@ -236,9 +238,11 @@ export class DataProviderService {
 
   public async getQuotes({
     items,
+    requestTimeout,
     useCache = true
   }: {
     items: UniqueAsset[];
+    requestTimeout?: number;
     useCache?: boolean;
   }): Promise<{
     [symbol: string]: IDataProviderResponse;
@@ -311,7 +315,9 @@ export class DataProviderService {
           i + maximumNumberOfSymbolsPerRequest
         );
 
-        const promise = Promise.resolve(dataProvider.getQuotes(symbolsChunk));
+        const promise = Promise.resolve(
+          dataProvider.getQuotes({ requestTimeout, symbols: symbolsChunk })
+        );
 
         promises.push(
           promise.then(async (result) => {
@@ -340,7 +346,7 @@ export class DataProviderService {
             );
 
             try {
-              this.marketDataService.updateMany({
+              await this.marketDataService.updateMany({
                 data: Object.keys(response)
                   .filter((symbol) => {
                     return (

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

@@ -131,28 +131,34 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return DataSource.EOD_HISTORICAL_DATA;
   }
 
-  public async getQuotes(
+  public async getQuotes({
-    aSymbols: string[]
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    symbols
-    const symbols = aSymbols.map((symbol) => {
+  }: {
-      return this.convertToEodSymbol(symbol);
+    requestTimeout?: number;
-    });
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    let response: { [symbol: string]: IDataProviderResponse } = {};
 
     if (symbols.length <= 0) {
-      return {};
+      return response;
     }
 
+    const eodHistoricalDataSymbols = symbols.map((symbol) => {
+      return this.convertToEodSymbol(symbol);
+    });
+
     try {
       const abortController = new AbortController();
 
       setTimeout(() => {
         abortController.abort();
-      }, DEFAULT_REQUEST_TIMEOUT);
+      }, requestTimeout);
 
       const realTimeResponse = await got(
-        `${this.URL}/real-time/${symbols[0]}?api_token=${
+        `${this.URL}/real-time/${eodHistoricalDataSymbols[0]}?api_token=${
           this.apiKey
-        }&fmt=json&s=${symbols.join(',')}`,
+        }&fmt=json&s=${eodHistoricalDataSymbols.join(',')}`,
         {
           // @ts-ignore
           signal: abortController.signal
@@ -160,10 +166,12 @@ export class EodHistoricalDataService implements DataProviderInterface {
       ).json<any>();
 
       const quotes =
-        symbols.length === 1 ? [realTimeResponse] : realTimeResponse;
+        eodHistoricalDataSymbols.length === 1
+          ? [realTimeResponse]
+          : realTimeResponse;
 
       const searchResponse = await Promise.all(
-        symbols
+        eodHistoricalDataSymbols
           .filter((symbol) => {
             return !symbol.endsWith('.FOREX');
           })
@@ -176,7 +184,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
         return items[0];
       });
 
-      const response = quotes.reduce(
+      response = quotes.reduce(
         (
           result: { [symbol: string]: IDataProviderResponse },
           { close, code, timestamp }
@@ -221,7 +229,13 @@ export class EodHistoricalDataService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      Logger.error(error, 'EodHistoricalDataService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'EodHistoricalDataService');
     }
 
     return {};
@@ -374,7 +388,13 @@ export class EodHistoricalDataService implements DataProviderInterface {
         }
       );
     } catch (error) {
-      Logger.error(error, 'EodHistoricalDataService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'EodHistoricalDataService');
     }
 
     return searchResult;

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

@@ -113,13 +113,17 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     return DataSource.FINANCIAL_MODELING_PREP;
   }
 
-  public async getQuotes(
+  public async getQuotes({
-    aSymbols: string[]
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    symbols
-    const results: { [symbol: string]: IDataProviderResponse } = {};
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
+    if (symbols.length <= 0) {
-      return {};
+      return response;
     }
 
     try {
@@ -127,18 +131,18 @@ export class FinancialModelingPrepService implements DataProviderInterface {
 
       setTimeout(() => {
         abortController.abort();
-      }, DEFAULT_REQUEST_TIMEOUT);
+      }, requestTimeout);
 
-      const response = await got(
+      const quotes = await got(
-        `${this.URL}/quote/${aSymbols.join(',')}?apikey=${this.apiKey}`,
+        `${this.URL}/quote/${symbols.join(',')}?apikey=${this.apiKey}`,
         {
           // @ts-ignore
           signal: abortController.signal
         }
       ).json<any>();
 
-      for (const { price, symbol } of response) {
+      for (const { price, symbol } of quotes) {
-        results[symbol] = {
+        response[symbol] = {
           currency: DEFAULT_CURRENCY,
           dataProviderInfo: this.getDataProviderInfo(),
           dataSource: DataSource.FINANCIAL_MODELING_PREP,
@@ -147,10 +151,16 @@ export class FinancialModelingPrepService implements DataProviderInterface {
         };
       }
     } catch (error) {
-      Logger.error(error, 'FinancialModelingPrepService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
       }
 
-    return results;
+      Logger.error(message, 'FinancialModelingPrepService');
+    }
+
+    return response;
   }
 
   public getTestSymbol() {
@@ -192,7 +202,13 @@ export class FinancialModelingPrepService implements DataProviderInterface {
         };
       });
     } catch (error) {
-      Logger.error(error, 'FinancialModelingPrepService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'FinancialModelingPrepService');
     }
 
     return { items };

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

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

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

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

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

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

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

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

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

@@ -87,15 +87,19 @@ export class RapidApiService implements DataProviderInterface {
     return DataSource.RAPID_API;
   }
 
-  public async getQuotes(
+  public async getQuotes({
-    aSymbols: string[]
+    requestTimeout = DEFAULT_REQUEST_TIMEOUT,
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    symbols
-    if (aSymbols.length <= 0) {
+  }: {
+    requestTimeout?: number;
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    if (symbols.length <= 0) {
       return {};
     }
 
     try {
-      const symbol = aSymbols[0];
+      const symbol = symbols[0];
 
       if (symbol === ghostfolioFearAndGreedIndexSymbol) {
         const fgi = await this.getFearAndGreedIndex();
@@ -159,7 +163,13 @@ export class RapidApiService implements DataProviderInterface {
 
       return fgi;
     } catch (error) {
-      Logger.error(error, 'RapidApiService');
+      let message = error;
+
+      if (error?.code === 'ABORT_ERR') {
+        message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
+      }
+
+      Logger.error(message, 'RapidApiService');
 
       return undefined;
     }

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

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

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

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

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

@@ -59,12 +59,12 @@ export class MarketDataService {
 
   public async getRange({
     dateQuery,
-    symbols
+    uniqueAssets
   }: {
     dateQuery: DateQuery;
-    symbols: string[];
+    uniqueAssets: UniqueAsset[];
   }): Promise<MarketData[]> {
-    return await this.prismaService.marketData.findMany({
+    return this.prismaService.marketData.findMany({
       orderBy: [
         {
           date: 'asc'
@@ -74,24 +74,33 @@ export class MarketDataService {
         }
       ],
       where: {
+        dataSource: {
+          in: uniqueAssets.map(({ dataSource }) => {
+            return dataSource;
+          })
+        },
         date: dateQuery,
         symbol: {
-          in: symbols
+          in: uniqueAssets.map(({ symbol }) => {
+            return symbol;
+          })
         }
       }
     });
   }
 
   public async marketDataItems(params: {
+    select?: Prisma.MarketDataSelectScalar;
     skip?: number;
     take?: number;
     cursor?: Prisma.MarketDataWhereUniqueInput;
     where?: Prisma.MarketDataWhereInput;
     orderBy?: Prisma.MarketDataOrderByWithRelationInput;
   }): Promise<MarketData[]> {
-    const { skip, take, cursor, where, orderBy } = params;
+    const { select, skip, take, cursor, where, orderBy } = params;
 
     return this.prismaService.marketData.findMany({
+      select,
       cursor,
       orderBy,
       skip,

apps/api/src/services/twitter-bot/twitter-bot.service.ts

@@ -57,7 +57,7 @@ export class TwitterBotService {
           symbolItem.marketPrice
         }/100)`;
 
-        const benchmarkListing = await this.getBenchmarkListing(3);
+        const benchmarkListing = await this.getBenchmarkListing();
 
         if (benchmarkListing?.length > 1) {
           status += '\n\n';
@@ -78,29 +78,22 @@ export class TwitterBotService {
     }
   }
 
-  private async getBenchmarkListing(aMax: number) {
+  private async getBenchmarkListing() {
     const benchmarks = await this.benchmarkService.getBenchmarks({
+      enableSharing: true,
       useCache: false
     });
 
-    const benchmarkListing: string[] = [];
+    return benchmarks
-
+      .map(({ marketCondition, name, performances }) => {
-    for (const [index, benchmark] of benchmarks.entries()) {
+        return `${name} ${(
-      if (index > aMax - 1) {
+          performances.allTimeHigh.performancePercent * 100
-        break;
-      }
-
-      benchmarkListing.push(
-        `${benchmark.name} ${(
-          benchmark.performances.allTimeHigh.performancePercent * 100
         ).toFixed(1)}%${
-          benchmark.marketCondition !== 'NEUTRAL_MARKET'
+          marketCondition !== 'NEUTRAL_MARKET'
-            ? ' ' + resolveMarketCondition(benchmark.marketCondition).emoji
+            ? ' ' + resolveMarketCondition(marketCondition).emoji
             : ''
-        }`
+        }`;
-      );
+      })
-    }
+      .join('\n');
-
-    return benchmarkListing.join('\n');
   }
 }

apps/client/project.json

@@ -60,6 +60,10 @@
           "baseHref": "/nl/",
           "localize": ["nl"]
         },
+        "development-pl": {
+          "baseHref": "/pl/",
+          "localize": ["pl"]
+        },
         "development-pt": {
           "baseHref": "/pt/",
           "localize": ["pt"]
@@ -148,8 +152,8 @@
     "serve": {
       "executor": "@nx/angular:webpack-dev-server",
       "options": {
-        "browserTarget": "client:build",
+        "proxyConfig": "apps/client/proxy.conf.json",
-        "proxyConfig": "apps/client/proxy.conf.json"
+        "browserTarget": "client:build"
       },
       "configurations": {
         "development-de": {
@@ -170,6 +174,9 @@
         "development-nl": {
           "browserTarget": "client:build:development-nl"
         },
+        "development-pl": {
+          "browserTarget": "client:build:development-pl"
+        },
         "development-pt": {
           "browserTarget": "client:build:development-pt"
         },
@@ -193,6 +200,7 @@
           "messages.fr.xlf",
           "messages.it.xlf",
           "messages.nl.xlf",
+          "messages.pl.xlf",
           "messages.pt.xlf",
           "messages.tr.xlf"
         ]
@@ -207,8 +215,7 @@
     "test": {
       "executor": "@nx/jest:jest",
       "options": {
-        "jestConfig": "apps/client/jest.config.ts",
+        "jestConfig": "apps/client/jest.config.ts"
-        "passWithNoTests": true
       },
       "outputs": ["{workspaceRoot}/coverage/apps/client"]
     }
@@ -235,6 +242,10 @@
         "baseHref": "/nl/",
         "translation": "apps/client/src/locales/messages.nl.xlf"
       },
+      "pl": {
+        "baseHref": "/pl/",
+        "translation": "apps/client/src/locales/messages.pl.xlf"
+      },
       "pt": {
         "baseHref": "/pt/",
         "translation": "apps/client/src/locales/messages.pt.xlf"

apps/client/src/app/adapter/custom-date-adapter.ts

@@ -1,4 +1,3 @@
-import { Platform } from '@angular/cdk/platform';
 import { Inject, forwardRef } from '@angular/core';
 import { MAT_DATE_LOCALE, NativeDateAdapter } from '@angular/material/core';
 import { getDateFormatString } from '@ghostfolio/common/helper';
@@ -7,10 +6,9 @@ import { addYears, format, getYear, parse } from 'date-fns';
 export class CustomDateAdapter extends NativeDateAdapter {
   public constructor(
     @Inject(MAT_DATE_LOCALE) public locale: string,
-    @Inject(forwardRef(() => MAT_DATE_LOCALE)) matDateLocale: string,
+    @Inject(forwardRef(() => MAT_DATE_LOCALE)) matDateLocale: string
-    platform: Platform
   ) {
-    super(matDateLocale, platform);
+    super(matDateLocale);
   }
 
   /**

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

@@ -1,6 +1,6 @@
 <header>
   <div
-    *ngIf="canCreateAccount || (info?.systemMessage && user)"
+    *ngIf="canCreateAccount || user?.systemMessage"
     class="info-message-container"
   >
     <div class="info-message-inner-container position-fixed w-100">
@@ -19,11 +19,11 @@
           </div></a
         >
         <div
-          *ngIf="!canCreateAccount && info?.systemMessage && user"
+          *ngIf="!canCreateAccount && user?.systemMessage"
           class="cursor-pointer d-inline-block info-message text-truncate"
-          (click)="onShowSystemMessage()"
+          (click)="onClickSystemMessage()"
         >
-          {{ info.systemMessage }}
+          {{ user.systemMessage.message }}
         </div>
       </div>
     </div>
@@ -127,8 +127,11 @@
               class="align-items-baseline d-flex"
               href="https://twitter.com/ghostfolio_"
               target="_blank"
-              title="Follow Ghostfolio on Twitter"
+              title="Follow Ghostfolio on X (formerly Twitter)"
-              >Twitter<ion-icon class="ml-1" name="open-outline"></ion-icon
+              >X (formerly Twitter)<ion-icon
+                class="ml-1"
+                name="open-outline"
+              ></ion-icon
             ></a>
           </li>
           <li>&nbsp;</li>
@@ -150,6 +153,11 @@
           <li>
             <a href="../nl" title="Ghostfolio in Nederlands">Nederlands</a>
           </li>
+          <!--
+            <li>
+              <a href="../pl" title="Ghostfolio in Polski">Polski</a>
+            </li>
+          -->
           <li>
             <a href="../pt" title="Ghostfolio in Português">Português</a>
           </li>

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

@@ -155,10 +155,7 @@ export class AppComponent implements OnDestroy, OnInit {
         );
 
         this.hasInfoMessage =
-          hasPermission(
+          this.canCreateAccount || !!this.user?.systemMessage;
-            this.user?.permissions,
-            permissions.createUserAccount
-          ) || !!this.info.systemMessage;
 
         this.initializeTheme(this.user?.settings.colorScheme);
 
@@ -166,12 +163,16 @@ export class AppComponent implements OnDestroy, OnInit {
       });
   }
 
-  public onCreateAccount() {
+  public onClickSystemMessage() {
-    this.tokenStorageService.signOut();
+    if (this.user.systemMessage.routerLink) {
+      this.router.navigate(this.user.systemMessage.routerLink);
+    } else {
+      alert(this.user.systemMessage.message);
+    }
   }
 
-  public onShowSystemMessage() {
+  public onCreateAccount() {
-    alert(this.info.systemMessage);
+    this.tokenStorageService.signOut();
   }
 
   public onSignOut() {

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

@@ -37,7 +37,7 @@
     </td>
   </ng-container>
 
-  <ng-container matColumnDef="actions">
+  <ng-container matColumnDef="actions" stickyEnd>
     <th *matHeaderCellDef class="px-1 text-center" mat-header-cell></th>
 
     <td *matCellDef="let element" class="px-1 text-center" mat-cell>

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

@@ -11,7 +11,11 @@ import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { downloadAsFile } from '@ghostfolio/common/helper';
-import { HistoricalDataItem, User } from '@ghostfolio/common/interfaces';
+import {
+  AccountBalancesResponse,
+  HistoricalDataItem,
+  User
+} from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 import Big from 'big.js';
 import { format, parseISO } from 'date-fns';
@@ -20,6 +24,7 @@ import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
 import { AccountDetailDialogParams } from './interfaces/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 
 @Component({
   host: { class: 'd-flex flex-column h-100' },
@@ -29,14 +34,17 @@ import { AccountDetailDialogParams } from './interfaces/interfaces';
   styleUrls: ['./account-detail-dialog.component.scss']
 })
 export class AccountDetailDialog implements OnDestroy, OnInit {
+  public accountBalances: AccountBalancesResponse['balances'];
+  public activities: OrderWithAccount[];
   public balance: number;
   public currency: string;
   public equity: number;
   public hasImpersonationId: boolean;
+  public hasPermissionToDeleteAccountBalance: boolean;
   public historicalDataItems: HistoricalDataItem[];
+  public isLoadingActivities: boolean;
   public isLoadingChart: boolean;
   public name: string;
-  public orders: OrderWithAccount[];
   public platformName: string;
   public transactionCount: number;
   public user: User;
@@ -58,13 +66,18 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
+          this.hasPermissionToDeleteAccountBalance = hasPermission(
+            this.user.permissions,
+            permissions.deleteAccountBalance
+          );
+
           this.changeDetectorRef.markForCheck();
         }
       });
   }
 
   public ngOnInit() {
-    this.isLoadingChart = true;
+    this.isLoadingActivities = true;
 
     this.dataService
       .fetchAccount(this.data.accountId)
@@ -103,37 +116,9 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
       })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ activities }) => {
-        this.orders = activities;
+        this.activities = activities;
 
-        this.changeDetectorRef.markForCheck();
+        this.isLoadingActivities = false;
-      });
-
-    this.dataService
-      .fetchPortfolioPerformance({
-        filters: [
-          {
-            id: this.data.accountId,
-            type: 'ACCOUNT'
-          }
-        ],
-        range: 'max',
-        withExcludedAccounts: true
-      })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ chart }) => {
-        this.historicalDataItems = chart.map(
-          ({ date, value, valueInPercentage }) => {
-            return {
-              date,
-              value:
-                this.hasImpersonationId || this.user.settings.isRestrictedView
-                  ? valueInPercentage
-                  : value
-            };
-          }
-        );
-
-        this.isLoadingChart = false;
 
         this.changeDetectorRef.markForCheck();
       });
@@ -144,17 +129,32 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
       .subscribe((impersonationId) => {
         this.hasImpersonationId = !!impersonationId;
       });
+
+    this.fetchAccountBalances();
+    this.fetchPortfolioPerformance();
   }
 
   public onClose() {
     this.dialogRef.close();
   }
 
+  public onDeleteAccountBalance(aId: string) {
+    this.dataService
+      .deleteAccountBalance(aId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe({
+        next: () => {
+          this.fetchAccountBalances();
+          this.fetchPortfolioPerformance();
+        }
+      });
+  }
+
   public onExport() {
     this.dataService
       .fetchExport(
-        this.orders.map((order) => {
+        this.activities.map(({ id }) => {
-          return order.id;
+          return id;
         })
       )
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -172,6 +172,51 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
       });
   }
 
+  private fetchAccountBalances() {
+    this.dataService
+      .fetchAccountBalances(this.data.accountId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ balances }) => {
+        this.accountBalances = balances;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
+  private fetchPortfolioPerformance() {
+    this.isLoadingChart = true;
+
+    this.dataService
+      .fetchPortfolioPerformance({
+        filters: [
+          {
+            id: this.data.accountId,
+            type: 'ACCOUNT'
+          }
+        ],
+        range: 'max',
+        withExcludedAccounts: true
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ chart }) => {
+        this.historicalDataItems = chart.map(
+          ({ date, netWorth, netWorthInPercentage }) => {
+            return {
+              date,
+              value:
+                this.hasImpersonationId || this.user.settings.isRestrictedView
+                  ? netWorthInPercentage
+                  : netWorth
+            };
+          }
+        );
+
+        this.isLoadingChart = false;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();

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

@@ -31,7 +31,7 @@
       ></gf-investment-chart>
     </div>
 
-    <div class="row">
+    <div class="mb-3 row">
       <div class="col-6 mb-3">
         <gf-value
           i18n
@@ -64,11 +64,15 @@
       </div>
     </div>
 
-    <div class="row" [ngClass]="{ 'd-none': !orders?.length }">
+    <mat-tab-group
-      <div class="col mb-3">
+      animationDuration="0"
-        <div class="h5 mb-0" i18n>Activities</div>
+      [mat-stretch-tabs]="false"
+      [ngClass]="{ 'd-none': isLoadingActivities }"
+    >
+      <mat-tab>
+        <ng-template i18n mat-tab-label>Activities</ng-template>
         <gf-activities-table
-          [activities]="orders"
+          [activities]="activities"
           [baseCurrency]="user?.settings?.baseCurrency"
           [deviceType]="data.deviceType"
           [hasPermissionToCreateActivity]="false"
@@ -79,8 +83,18 @@
           [showActions]="false"
           (export)="onExport()"
         ></gf-activities-table>
-      </div>
+      </mat-tab>
-    </div>
+      <mat-tab>
+        <ng-template i18n mat-tab-label>Cash Balances</ng-template>
+        <gf-account-balances
+          [accountBalances]="accountBalances"
+          [accountId]="data.accountId"
+          [locale]="user?.settings?.locale"
+          [showActions]="!hasImpersonationId && hasPermissionToDeleteAccountBalance && !user.settings.isRestrictedView"
+          (accountBalanceDeleted)="onDeleteAccountBalance($event)"
+        ></gf-account-balances>
+      </mat-tab>
+    </mat-tab-group>
   </div>
 </div>
 

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

@@ -2,9 +2,11 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
+import { MatTabsModule } from '@angular/material/tabs';
 import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
 import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
 import { GfInvestmentChartModule } from '@ghostfolio/client/components/investment-chart/investment-chart.module';
+import { GfAccountBalancesModule } from '@ghostfolio/ui/account-balances/account-balances.module';
 import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
@@ -15,6 +17,7 @@ import { AccountDetailDialog } from './account-detail-dialog.component';
   declarations: [AccountDetailDialog],
   imports: [
     CommonModule,
+    GfAccountBalancesModule,
     GfActivitiesTableModule,
     GfDialogFooterModule,
     GfDialogHeaderModule,
@@ -22,6 +25,7 @@ import { AccountDetailDialog } from './account-detail-dialog.component';
     GfValueModule,
     MatButtonModule,
     MatDialogModule,
+    MatTabsModule,
     NgxSkeletonLoaderModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

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

@@ -241,7 +241,7 @@
     ></td>
   </ng-container>
 
-  <ng-container matColumnDef="actions">
+  <ng-container matColumnDef="actions" stickyEnd>
     <th *matHeaderCellDef class="px-1 text-center" i18n mat-header-cell></th>
     <td *matCellDef="let element" class="px-1 text-center" mat-cell>
       <button
@@ -254,16 +254,20 @@
       </button>
       <mat-menu #accountMenu="matMenu" xPosition="before">
         <button mat-menu-item (click)="onUpdateAccount(element)">
+          <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)"
         >
+          <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-jobs/admin-jobs.html

@@ -120,7 +120,7 @@
           </td>
         </ng-container>
 
-        <ng-container matColumnDef="actions">
+        <ng-container matColumnDef="actions" stickyEnd>
           <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
             <button
               class="mx-1 no-min-width px-2"

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

@@ -9,7 +9,7 @@ import {
 } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { MatPaginator, PageEvent } from '@angular/material/paginator';
-import { MatSort, Sort } from '@angular/material/sort';
+import { MatSort, Sort, SortDirection } from '@angular/material/sort';
 import { MatTableDataSource } from '@angular/material/table';
 import { ActivatedRoute, Router } from '@angular/router';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
@@ -19,7 +19,8 @@ import { getDateFormatString } from '@ghostfolio/common/helper';
 import { Filter, UniqueAsset, User } from '@ghostfolio/common/interfaces';
 import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
 import { translate } from '@ghostfolio/ui/i18n';
-import { AssetSubClass, DataSource, Prisma } from '@prisma/client';
+import { AssetSubClass, DataSource } from '@prisma/client';
+import { isUUID } from 'class-validator';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { distinctUntilChanged, switchMap, takeUntil } from 'rxjs/operators';
@@ -83,7 +84,7 @@ export class AdminMarketDataComponent
   public defaultDateFormat: string;
   public deviceType: string;
   public displayedColumns = [
-    'symbol',
+    'nameWithSymbol',
     'dataSource',
     'assetClass',
     'assetSubClass',
@@ -97,6 +98,7 @@ export class AdminMarketDataComponent
   ];
   public filters$ = new Subject<Filter[]>();
   public isLoading = false;
+  public isUUID = isUUID;
   public placeholder = '';
   public pageSize = DEFAULT_PAGE_SIZE;
   public totalItems = 0;
@@ -158,7 +160,7 @@ export class AdminMarketDataComponent
 
         this.loadData({
           sortColumn,
-          sortDirection: <Prisma.SortOrder>direction,
+          sortDirection: direction,
           pageIndex: this.paginator.pageIndex
         });
       }
@@ -173,7 +175,7 @@ export class AdminMarketDataComponent
     this.loadData({
       pageIndex: page.pageIndex,
       sortColumn: this.sort.active,
-      sortDirection: <Prisma.SortOrder>this.sort.direction
+      sortDirection: this.sort.direction
     });
   }
 
@@ -260,7 +262,7 @@ export class AdminMarketDataComponent
     }: {
       pageIndex: number;
       sortColumn?: string;
-      sortDirection?: Prisma.SortOrder;
+      sortDirection?: SortDirection;
     } = { pageIndex: 0 }
   ) {
     this.isLoading = true;

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

@@ -28,6 +28,24 @@
           </td>
         </ng-container>
 
+        <ng-container matColumnDef="nameWithSymbol">
+          <th
+            *matHeaderCellDef
+            class="px-1"
+            mat-header-cell
+            mat-sort-header="symbol"
+          >
+            <ng-container i18n>Name</ng-container>
+          </th>
+          <td *matCellDef="let element" class="line-height-1 px-1" mat-cell>
+            <div class="text-truncate">{{ element.name }}</div>
+            <div *ngIf="!isUUID(element.symbol)">
+              <small class="text-muted">{{ element.symbol | gfSymbol }}</small>
+            </div>
+          </td>
+          <td *matFooterCellDef class="px-1" mat-footer-cell></td>
+        </ng-container>
+
         <ng-container matColumnDef="dataSource">
           <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
             <ng-container i18n>Data Source</ng-container>
@@ -111,7 +129,7 @@
           </td>
         </ng-container>
 
-        <ng-container matColumnDef="actions">
+        <ng-container matColumnDef="actions" stickyEnd>
           <th *matHeaderCellDef class="px-1 text-center" mat-header-cell>
             <button
               class="mx-1 no-min-width px-2"
@@ -143,12 +161,24 @@
               <ion-icon name="ellipsis-horizontal"></ion-icon>
             </button>
             <mat-menu #assetProfileActionsMenu="matMenu" xPosition="before">
+              <button
+                mat-menu-item
+                (click)="onOpenAssetProfileDialog({ dataSource: element.dataSource, symbol: element.symbol })"
+              >
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="create-outline"></ion-icon>
+                  <span i18n>Edit</span>
+                </span>
+              </button>
               <button
                 mat-menu-item
                 [disabled]="element.activitiesCount !== 0"
                 (click)="onDeleteProfileData({dataSource: element.dataSource, symbol: element.symbol})"
               >
-                <ng-container i18n>Delete</ng-container>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+                  <span i18n>Delete</span>
+                </span>
               </button>
             </mat-menu>
           </td>

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

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

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

@@ -8,6 +8,7 @@ import {
 } from '@angular/core';
 import { FormBuilder, FormControl, Validators } from '@angular/forms';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { MatSnackBar } from '@angular/material/snack-bar';
 import { UpdateAssetProfileDto } from '@ghostfolio/api/app/admin/update-asset-profile.dto';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
@@ -25,8 +26,8 @@ import {
 } from '@prisma/client';
 import { format } from 'date-fns';
 import { parse as csvToJson } from 'papaparse';
-import { Subject } from 'rxjs';
+import { EMPTY, Subject } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
+import { catchError, takeUntil } from 'rxjs/operators';
 
 import { AssetProfileDialogParams } from './interfaces/interfaces';
 
@@ -50,6 +51,9 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     assetClass: new FormControl<AssetClass>(undefined),
     assetSubClass: new FormControl<AssetSubClass>(undefined),
     comment: '',
+    historicalData: this.formBuilder.group({
+      csvString: ''
+    }),
     name: ['', Validators.required],
     scraperConfiguration: '',
     symbolMapping: ''
@@ -59,7 +63,6 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   public countries: {
     [code: string]: { name: string; value: number };
   };
-  public historicalDataAsCsvString: string;
   public isBenchmark = false;
   public marketDataDetails: MarketData[] = [];
   public sectors: {
@@ -78,7 +81,8 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     @Inject(MAT_DIALOG_DATA) public data: AssetProfileDialogParams,
     private dataService: DataService,
     public dialogRef: MatDialogRef<AssetProfileDialog>,
-    private formBuilder: FormBuilder
+    private formBuilder: FormBuilder,
+    private snackBar: MatSnackBar
   ) {}
 
   public ngOnInit(): void {
@@ -88,9 +92,6 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   }
 
   public initialize() {
-    this.historicalDataAsCsvString =
-      AssetProfileDialog.HISTORICAL_DATA_TEMPLATE;
-
     this.adminService
       .fetchAdminMarketDataBySymbol({
         dataSource: this.data.dataSource,
@@ -128,10 +129,13 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
         }
 
         this.assetProfileForm.setValue({
-          name: this.assetProfile.name,
+          assetClass: this.assetProfile.assetClass ?? null,
-          assetClass: this.assetProfile.assetClass,
+          assetSubClass: this.assetProfile.assetSubClass ?? null,
-          assetSubClass: this.assetProfile.assetSubClass,
           comment: this.assetProfile?.comment ?? '',
+          historicalData: {
+            csvString: AssetProfileDialog.HISTORICAL_DATA_TEMPLATE
+          },
+          name: this.assetProfile.name ?? this.assetProfile.symbol,
           scraperConfiguration: JSON.stringify(
             this.assetProfile?.scraperConfiguration ?? {}
           ),
@@ -163,11 +167,16 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   }
 
   public onImportHistoricalData() {
-    const marketData = csvToJson(this.historicalDataAsCsvString, {
+    try {
+      const marketData = csvToJson(
+        this.assetProfileForm.controls['historicalData'].controls['csvString']
+          .value,
+        {
           dynamicTyping: true,
           header: true,
           skipEmptyLines: true
-    }).data;
+        }
+      ).data;
 
       this.adminService
         .postMarketData({
@@ -179,10 +188,25 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
           },
           symbol: this.data.symbol
         })
-      .pipe(takeUntil(this.unsubscribeSubject))
+        .pipe(
+          catchError(({ error, message }) => {
+            this.snackBar.open(`${error}: ${message[0]}`, undefined, {
+              duration: 3000
+            });
+            return EMPTY;
+          }),
+          takeUntil(this.unsubscribeSubject)
+        )
         .subscribe(() => {
           this.initialize();
         });
+    } catch {
+      this.snackBar.open(
+        $localize`Oops! Could not parse historical data.`,
+        undefined,
+        { duration: 3000 }
+      );
+    }
   }
 
   public onMarketDataChanged(withRefresh: boolean = false) {

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

@@ -52,7 +52,7 @@
       (marketDataChanged)="onMarketDataChanged($event)"
     ></gf-admin-market-data-detail>
 
-    <div class="mt-3">
+    <div class="mt-3" formGroupName="historicalData">
       <mat-form-field appearance="outline" class="w-100 without-hint">
         <mat-label>
           <ng-container i18n>Historical Data</ng-container> (CSV)
@@ -60,11 +60,9 @@
         <textarea
           cdkAutosizeMaxRows="5"
           cdkTextareaAutosize
+          formControlName="csvString"
           matInput
-          placeholder="e.g. 20230601;1.61"
           type="text"
-          [ngModelOptions]="{standalone: true}"
-          [(ngModel)]="historicalDataAsCsvString"
           (keyup.enter)="$event.stopPropagation()"
         ></textarea>
       </mat-form-field>
@@ -75,6 +73,7 @@
         color="accent"
         mat-flat-button
         type="button"
+        [disabled]="!assetProfileForm.controls['historicalData']?.controls['csvString'].touched || assetProfileForm.controls['historicalData']?.controls['csvString']?.value === ''"
         (click)="onImportHistoricalData()"
       >
         <ng-container i18n>Import</ng-container>
@@ -179,13 +178,13 @@
       </ng-container>
     </div>
     <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
-      <mat-form-field appearance="outline" class="w-100">
+      <mat-form-field appearance="outline" class="w-100 without-hint">
         <mat-label i18n>Name</mat-label>
         <input formControlName="name" matInput type="text" />
       </mat-form-field>
     </div>
     <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
-      <mat-form-field appearance="outline" class="w-100">
+      <mat-form-field appearance="outline" class="w-100 without-hint">
         <mat-label i18n>Asset Class</mat-label>
         <mat-select formControlName="assetClass">
           <mat-option [value]="null"></mat-option>
@@ -198,7 +197,7 @@
       </mat-form-field>
     </div>
     <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
-      <mat-form-field appearance="outline" class="w-100">
+      <mat-form-field appearance="outline" class="w-100 without-hint">
         <mat-label i18n>Asset Sub Class</mat-label>
         <mat-select formControlName="assetSubClass">
           <mat-option [value]="null"></mat-option>

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

@@ -8,6 +8,7 @@ import { MatDialogModule } from '@angular/material/dialog';
 import { MatInputModule } from '@angular/material/input';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
+import { MatSnackBarModule } from '@angular/material/snack-bar';
 import { GfAdminMarketDataDetailModule } from '@ghostfolio/client/components/admin-market-data-detail/admin-market-data-detail.module';
 import { GfPortfolioProportionChartModule } from '@ghostfolio/ui/portfolio-proportion-chart/portfolio-proportion-chart.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
@@ -28,6 +29,7 @@ import { AssetProfileDialog } from './asset-profile-dialog.component';
     MatInputModule,
     MatMenuModule,
     MatSelectModule,
+    MatSnackBarModule,
     ReactiveFormsModule,
     TextFieldModule
   ],

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

@@ -12,7 +12,12 @@ import {
   PROPERTY_SYSTEM_MESSAGE,
   ghostfolioPrefix
 } from '@ghostfolio/common/config';
-import { Coupon, InfoItem, User } from '@ghostfolio/common/interfaces';
+import {
+  Coupon,
+  InfoItem,
+  SystemMessage,
+  User
+} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import {
   differenceInSeconds,
@@ -39,6 +44,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   public hasPermissionToToggleReadOnlyMode: boolean;
   public info: InfoItem;
   public permissions = permissions;
+  public systemMessage: SystemMessage;
   public transactionCount: number;
   public userCount: number;
   public user: User;
@@ -149,8 +155,14 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   }
 
   public onDeleteSystemMessage() {
+    const confirmation = confirm(
+      $localize`Do you really want to delete this system message?`
+    );
+
+    if (confirmation === true) {
       this.putAdminSetting({ key: PROPERTY_SYSTEM_MESSAGE, value: undefined });
     }
+  }
 
   public onFlushCache() {
     const confirmation = confirm(
@@ -184,12 +196,21 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   }
 
   public onSetSystemMessage() {
-    const systemMessage = prompt($localize`Please set your system message:`);
+    const systemMessage = prompt(
+      $localize`Please set your system message:`,
+      JSON.stringify(
+        this.systemMessage ??
+          <SystemMessage>{
+            message: '⚒️ Scheduled maintenance in progress...',
+            targetGroups: ['Basic', 'Premium']
+          }
+      )
+    );
 
     if (systemMessage) {
       this.putAdminSetting({
         key: PROPERTY_SYSTEM_MESSAGE,
-        value: systemMessage
+        value: JSON.parse(systemMessage)
       });
     }
   }
@@ -208,6 +229,9 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
           this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
           this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
           this.exchangeRates = exchangeRates;
+          this.systemMessage = settings[
+            PROPERTY_SYSTEM_MESSAGE
+          ] as SystemMessage;
           this.transactionCount = transactionCount;
           this.userCount = userCount;
           this.version = version;

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

@@ -38,7 +38,7 @@
             <div class="w-50">
               <table>
                 <tr *ngFor="let exchangeRate of exchangeRates">
-                  <td class="d-flex">
+                  <td>
                     <gf-value
                       [locale]="user?.settings?.locale"
                       [value]="1"
@@ -46,8 +46,9 @@
                   </td>
                   <td class="pl-1">{{ exchangeRate.label1 }}</td>
                   <td class="px-1">=</td>
-                  <td class="d-flex justify-content-end">
+                  <td align="right">
                     <gf-value
+                      class="d-inline-block"
                       [locale]="user?.settings?.locale"
                       [precision]="4"
                       [value]="exchangeRate.value"
@@ -56,13 +57,49 @@
                   <td class="pl-1">{{ exchangeRate.label2 }}</td>
                   <td>
                     <button
-                      *ngIf="customCurrencies.includes(exchangeRate.label2)"
+                      class="mx-1 no-min-width px-2"
-                      class="h-100 mx-1 no-min-width px-2"
                       mat-button
+                      [matMenuTriggerFor]="exchangeRateActionsMenu"
+                      (click)="$event.stopPropagation()"
+                    >
+                      <ion-icon name="ellipsis-horizontal"></ion-icon>
+                    </button>
+                    <mat-menu
+                      #exchangeRateActionsMenu="matMenu"
+                      class="h-100 mx-1 no-min-width px-2"
+                      xPosition="before"
+                    >
+                      <a
+                        mat-menu-item
+                        [queryParams]="{
+                        assetProfileDialog: true,
+                        dataSource: exchangeRate.dataSource,
+                        symbol: exchangeRate.symbol
+                      }"
+                        [routerLink]="['/admin', 'market-data']"
+                      >
+                        <span class="align-items-center d-flex">
+                          <ion-icon
+                            class="mr-2"
+                            name="create-outline"
+                          ></ion-icon>
+                          <span i18n>Edit</span>
+                        </span>
+                      </a>
+                      <button
+                        *ngIf="customCurrencies.includes(exchangeRate.label2)"
+                        mat-menu-item
                         (click)="onDeleteCurrency(exchangeRate.label2)"
                       >
-                      <ion-icon name="trash-outline"></ion-icon>
+                        <span class="align-items-center d-flex">
+                          <ion-icon
+                            class="mr-2"
+                            name="trash-outline"
+                          ></ion-icon>
+                          <span i18n>Delete</span>
+                        </span>
                       </button>
+                    </mat-menu>
                   </td>
                 </tr>
               </table>
@@ -103,8 +140,8 @@
           <div *ngIf="hasPermissionForSystemMessage" class="d-flex my-3">
             <div class="w-50" i18n>System Message</div>
             <div class="w-50">
-              <div *ngIf="info?.systemMessage">
+              <div *ngIf="systemMessage" class="align-items-center d-flex">
-                <span>{{ info.systemMessage }}</span>
+                <div class="text-truncate">{{ systemMessage | json }}</div>
                 <button
                   class="h-100 mx-1 no-min-width px-2"
                   mat-button
@@ -115,6 +152,7 @@
               </div>
               <button
                 *ngIf="!info?.systemMessage"
+                class="mt-2"
                 color="accent"
                 mat-flat-button
                 (click)="onSetSystemMessage()"
@@ -136,17 +174,34 @@
               <table>
                 <tr *ngFor="let coupon of coupons">
                   <td class="text-monospace">{{ coupon.code }}</td>
-                  <td class="d-flex justify-content-end pl-2">
+                  <td class="pl-2 text-right">{{ coupon.duration }}</td>
-                    {{ coupon.duration }}
-                  </td>
                   <td>
                     <button
-                      class="h-100 mx-1 no-min-width px-2"
+                      class="mx-1 no-min-width px-2"
                       mat-button
+                      [matMenuTriggerFor]="couponActionsMenu"
+                      (click)="$event.stopPropagation()"
+                    >
+                      <ion-icon name="ellipsis-horizontal"></ion-icon>
+                    </button>
+                    <mat-menu
+                      #couponActionsMenu="matMenu"
+                      class="h-100 mx-1 no-min-width px-2"
+                      xPosition="before"
+                    >
+                      <button
+                        mat-menu-item
                         (click)="onDeleteCoupon(coupon.code)"
                       >
-                      <ion-icon name="trash-outline"></ion-icon>
+                        <span class="align-items-center d-flex">
+                          <ion-icon
+                            class="mr-2"
+                            name="trash-outline"
+                          ></ion-icon>
+                          <span i18n>Delete</span>
+                        </span>
                       </button>
+                    </mat-menu>
                   </td>
                 </tr>
               </table>

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

@@ -3,8 +3,10 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
+import { MatMenuModule } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
 import { MatSlideToggleModule } from '@angular/material/slide-toggle';
+import { RouterModule } from '@angular/router';
 import { CacheService } from '@ghostfolio/client/services/cache.service';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
@@ -19,9 +21,11 @@ import { AdminOverviewComponent } from './admin-overview.component';
     GfValueModule,
     MatButtonModule,
     MatCardModule,
+    MatMenuModule,
     MatSelectModule,
     MatSlideToggleModule,
-    ReactiveFormsModule
+    ReactiveFormsModule,
+    RouterModule
   ],
   providers: [CacheService],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

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

@@ -68,7 +68,7 @@
           </td>
         </ng-container>
 
-        <ng-container matColumnDef="actions">
+        <ng-container matColumnDef="actions" stickyEnd>
           <th
             *matHeaderCellDef
             class="px-1 text-center"
@@ -86,12 +86,16 @@
             </button>
             <mat-menu #platformMenu="matMenu" xPosition="before">
               <button mat-menu-item (click)="onUpdatePlatform(element)">
+                <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)">
+                <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

@@ -48,7 +48,7 @@
           </td>
         </ng-container>
 
-        <ng-container matColumnDef="actions">
+        <ng-container matColumnDef="actions" stickyEnd>
           <th
             *matHeaderCellDef
             class="px-1 text-center"
@@ -66,12 +66,16 @@
             </button>
             <mat-menu #tagMenu="matMenu" xPosition="before">
               <button mat-menu-item (click)="onUpdateTag(element)">
+                <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)">
+                <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

@@ -178,7 +178,7 @@
             </td>
           </ng-container>
 
-          <ng-container matColumnDef="actions">
+          <ng-container matColumnDef="actions" stickyEnd>
             <th
               *matHeaderCellDef
               class="mat-mdc-header-cell px-1 py-2"
@@ -203,16 +203,20 @@
                   mat-menu-item
                   (click)="onImpersonateUser(element.id)"
                 >
+                  <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)"
                 >
+                  <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/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/header/header.component.ts

@@ -15,7 +15,7 @@ import { LoginWithAccessTokenDialog } from '@ghostfolio/client/components/login-
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import {
-  STAY_SIGNED_IN,
+  KEY_STAY_SIGNED_IN,
   SettingsStorageService
 } from '@ghostfolio/client/services/settings-storage.service';
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
@@ -196,7 +196,7 @@ export class HeaderComponent implements OnChanges {
   public setToken(aToken: string) {
     this.tokenStorageService.saveToken(
       aToken,
-      this.settingsStorageService.getSetting(STAY_SIGNED_IN) === 'true'
+      this.settingsStorageService.getSetting(KEY_STAY_SIGNED_IN) === 'true'
     );
 
     this.router.navigate(['/']);

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

@@ -31,6 +31,7 @@
       <gf-benchmark
         [benchmarks]="benchmarks"
         [locale]="user?.settings?.locale"
+        [user]="user"
       ></gf-benchmark>
       <ngx-skeleton-loader
         *ngIf="isLoading"

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

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

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

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

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

@@ -4,7 +4,7 @@ import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { Router } from '@angular/router';
 import { InternetIdentityService } from '@ghostfolio/client/services/internet-identity.service';
 import {
-  STAY_SIGNED_IN,
+  KEY_STAY_SIGNED_IN,
   SettingsStorageService
 } from '@ghostfolio/client/services/settings-storage.service';
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
@@ -31,7 +31,7 @@ export class LoginWithAccessTokenDialog {
 
   public onChangeStaySignedIn(aValue: MatCheckboxChange) {
     this.settingsStorageService.setSetting(
-      STAY_SIGNED_IN,
+      KEY_STAY_SIGNED_IN,
       aValue.checked?.toString()
     );
   }

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

@@ -35,19 +35,9 @@
       <span #value id="value"></span>
     </div>
     <div class="flex-grow-1 px-1">
-      <ngx-skeleton-loader
-        *ngIf="isLoading"
-        animation="pulse"
-        [theme]="{
-          height: '1.3rem',
-          width: '2.5rem'
-        }"
-      ></ngx-skeleton-loader>
-      <div *ngIf="!isLoading">
       {{ unit }}
     </div>
   </div>
-  </div>
   <div *ngIf="showDetails" class="row">
     <div class="d-flex col justify-content-end">
       <gf-value

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

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

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

@@ -13,6 +13,7 @@
       <div class="d-flex mr-2">
         <gf-trend-indicator
           class="d-flex"
+          size="large"
           [isLoading]="isLoading"
           [marketState]="position?.marketState"
           [range]="range"

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

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

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

@@ -1,6 +1,5 @@
-<div class="container">
+<div class="align-items-center container d-flex h-100 justify-content-center">
-  <h1 class="d-none d-sm-block h3 mb-3 text-center" i18n>Membership</h1>
+  <div class="row w-100">
-  <div class="row">
     <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/components/user-account-settings/user-account-settings.component.ts

@@ -8,7 +8,8 @@ import {
 import { MatSlideToggleChange } from '@angular/material/slide-toggle';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import {
-  STAY_SIGNED_IN,
+  KEY_STAY_SIGNED_IN,
+  KEY_TOKEN,
   SettingsStorageService
 } from '@ghostfolio/client/services/settings-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
@@ -44,6 +45,7 @@ export class UserAccountSettingsComponent implements OnDestroy, OnInit {
     'fr',
     'it',
     'nl',
+    'pl',
     'pt',
     'tr'
   ];
@@ -240,7 +242,8 @@ export class UserAccountSettingsComponent implements OnDestroy, OnInit {
         })
       )
       .subscribe(() => {
-        this.settingsStorageService.removeSetting(STAY_SIGNED_IN);
+        this.settingsStorageService.removeSetting(KEY_STAY_SIGNED_IN);
+        this.settingsStorageService.removeSetting(KEY_TOKEN);
 
         this.update();
       });

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

@@ -74,6 +74,10 @@
                     >Nederlands (<ng-container i18n>Community</ng-container
                     >)</mat-option
                   >
+                  <mat-option value="pl"
+                    >Polski (<ng-container i18n>Community</ng-container
+                    >)</mat-option
+                  >
                   <mat-option value="pt"
                     >Português (<ng-container i18n>Community</ng-container
                     >)</mat-option

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

@@ -52,15 +52,15 @@
             title="Join the Ghostfolio Slack community"
             >Slack</a
           >
-          community, tweet to
+          community, post to
           <a
             href="https://twitter.com/ghostfolio_"
-            title="Tweet to Ghostfolio on Twitter"
+            title="Post to Ghostfolio on X (formerly Twitter)"
-            >@ghostfolio_</a
+            >&#64;ghostfolio_</a
           ><ng-container *ngIf="user?.subscription?.type === 'Premium'"
             >, send an e-mail to
             <a href="mailto:hi@ghostfol.io" title="Send an e-mail"
-              >hi@ghostfol.io</a
+              >hi&#64;ghostfol.io</a
             ></ng-container
           >
           or start a discussion at
@@ -70,14 +70,14 @@
             >GitHub</a
           >.
         </p>
-        <p class="text-center">
+        <p class="align-items-center d-flex justify-content-center">
           <a
             class="mx-2"
             href="https://twitter.com/ghostfolio_"
             mat-icon-button
-            title="Follow Ghostfolio on Twitter"
+            title="Follow Ghostfolio on X (formerly Twitter)"
           >
-            <ion-icon name="logo-twitter"></ion-icon>
+            <span class="line-height-1 text-center w-100">𝕏</span>
           </a>
           <a
             *ngIf="user?.subscription?.type === 'Premium'"

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

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

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

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

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

@@ -1,7 +1,7 @@
 import { Component, OnDestroy, OnInit } from '@angular/core';
 import { ActivatedRoute, Router } from '@angular/router';
 import {
-  STAY_SIGNED_IN,
+  KEY_STAY_SIGNED_IN,
   SettingsStorageService
 } from '@ghostfolio/client/services/settings-storage.service';
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
@@ -31,7 +31,7 @@ export class AuthPageComponent implements OnDestroy, OnInit {
 
         this.tokenStorageService.saveToken(
           jwt,
-          this.settingsStorageService.getSetting(STAY_SIGNED_IN) === 'true'
+          this.settingsStorageService.getSetting(KEY_STAY_SIGNED_IN) === 'true'
         );
 
         this.router.navigate(['/']);