Refactoring

* Reset letter spacing

* 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

CHANGELOG.md

@@ -5,6 +5,146 @@ 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).
 
+## Unreleased
+
+### Changed
+
+- Set the select column of the lazy-loaded activities table to stick at the end (experimental)
+- Improved the performance of the value redaction interceptor for the impersonation mode by eliminating `cloneDeep`
+
+### Fixed
+
+- Reset the letter spacing in buttons
+
+## 2.31.0 - 2023-12-16
+
+### Changed
+
+- Introduced the lazy-loaded activities table to the account detail dialog (experimental)
+- Introduced the lazy-loaded activities table to the import activities dialog (experimental)
+- Introduced the lazy-loaded activities table to the position detail dialog (experimental)
+- Improved the font weight in the value component
+- Improved the language localization for Türkçe (`tr`)
+- Upgraded `angular` from version `17.0.4` to `17.0.7`
+- Upgraded to _Inter_ 4 font family
+- Upgraded `Nx` from version `17.0.2` to `17.2.5`
+
+### Fixed
+
+- Fixed the loading state in the lazy-loaded activities table on the portfolio activities page (experimental)
+- Fixed the edit of activity in the lazy-loaded activities table on the portfolio activities page (experimental)
+
+## 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
@@ -92,7 +232,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### 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
@@ -184,7 +324,7 @@ 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
@@ -2424,7 +2564,7 @@ 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

@@ -32,7 +32,7 @@ Use `*ngIf="user?.settings?.isExperimentalFeatures"` in HTML template
 
 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

@@ -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

@@ -14,7 +14,8 @@
         "tsConfig": "apps/api/tsconfig.app.json",
         "assets": ["apps/api/src/assets"],
         "target": "node",
-        "compiler": "tsc"
+        "compiler": "tsc",
+        "webpackConfig": "apps/api/webpack.config.js"
       },
       "configurations": {
         "production": {
@@ -47,8 +48,7 @@
     "test": {
       "executor": "@nx/jest:jest",
       "options": {
-        "jestConfig": "apps/api/jest.config.ts",
-        "passWithNoTests": true
+        "jestConfig": "apps/api/jest.config.ts"
       },
       "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 +1,52 @@
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import type { RequestWithUser } from '@ghostfolio/common/types';
+import {
+  Controller,
+  Delete,
+  HttpException,
+  Inject,
+  Param,
+  UseGuards
+} from '@nestjs/common';
+import { REQUEST } from '@nestjs/core';
+import { AuthGuard } from '@nestjs/passport';
+import { AccountBalance } from '@prisma/client';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+
+import { AccountBalanceService } from './account-balance.service';
+
+@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,
-      userId: this.request.user.id
+      filters: [{ id, type: 'ACCOUNT' }],
+      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/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<
-    BenchmarkResponse['benchmarks']
-  > {
+  public async getBenchmarkTrends({ dataSource, symbol }: UniqueAsset) {
+    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
       };
     });
 
@@ -118,14 +166,24 @@ 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 }) => {
-      return symbolProfileId;
-    });
+    )
+      .filter((benchmark) => {
+        if (enableSharing) {
+          return benchmark.enableSharing;
+        }
+
+        return true;
+      })
+      .map(({ symbolProfileId }) => {
+        return symbolProfileId;
+      });
 
     const assetProfiles =
       await this.symbolProfileService.getSymbolProfilesByIds(symbolProfileIds);
@@ -282,7 +340,15 @@ export class BenchmarkService {
     };
   }
 
-  private getMarketCondition(aPerformanceInPercent: number) {
-    return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
+  private getMarketCondition(
+    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/export/export.controller.ts

@@ -20,6 +20,7 @@ export class ExportController {
   ): Promise<Export> {
     return this.exportService.export({
       activityIds,
+      userCurrency: this.request.user.Settings.settings.baseCurrency,
       userId: this.request.user.id
     });
   }

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

@@ -13,9 +13,11 @@ export class ExportService {
 
   public async export({
     activityIds,
+    userCurrency,
     userId
   }: {
     activityIds?: string[];
+    userCurrency: string;
     userId: string;
   }): Promise<Export> {
     const accounts = (
@@ -39,10 +41,13 @@ export class ExportService {
       }
     );
 
-    let activities = await this.orderService.orders({
-      include: { SymbolProfile: true },
-      orderBy: { date: 'desc' },
-      where: { userId }
+    let { activities } = await this.orderService.getOrders({
+      userCurrency,
+      userId,
+      includeDrafts: true,
+      sortColumn: 'date',
+      sortDirection: 'asc',
+      withExcludedAccounts: true
     });
 
     if (activityIds) {

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,
@@ -233,6 +236,7 @@ export class ImportService {
 
     const activitiesExtendedWithErrors = await this.extendActivitiesWithErrors({
       activitiesDto,
+      userCurrency,
       userId
     });
 
@@ -456,15 +460,18 @@ export class ImportService {
 
   private async extendActivitiesWithErrors({
     activitiesDto,
+    userCurrency,
     userId
   }: {
     activitiesDto: Partial<CreateOrderDto>[];
+    userCurrency: string;
     userId: string;
   }): Promise<Partial<Activity>[]> {
-    const existingActivities = await this.orderService.orders({
-      include: { SymbolProfile: true },
-      orderBy: { date: 'desc' },
-      where: { userId }
+    let { activities: existingActivities } = await this.orderService.getOrders({
+      userCurrency,
+      userId,
+      includeDrafts: true,
+      withExcludedAccounts: true
     });
 
     return activitiesDto.map(
@@ -480,13 +487,13 @@ 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 +577,12 @@ 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/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 } from './interfaces/activities.interface';
 
 @Injectable()
 export class OrderService {
@@ -37,34 +37,6 @@ export class OrderService {
     private readonly symbolProfileService: SymbolProfileService
   ) {}
 
-  public async order(
-    orderWhereUniqueInput: Prisma.OrderWhereUniqueInput
-  ): Promise<Order | null> {
-    return this.prismaService.order.findUnique({
-      where: orderWhereUniqueInput
-    });
-  }
-
-  public async orders(params: {
-    include?: Prisma.OrderInclude;
-    skip?: number;
-    take?: number;
-    cursor?: Prisma.OrderWhereUniqueInput;
-    where?: Prisma.OrderWhereInput;
-    orderBy?: Prisma.OrderOrderByWithRelationInput;
-  }): Promise<OrderWithAccount[]> {
-    const { include, skip, take, cursor, where, orderBy } = params;
-
-    return this.prismaService.order.findMany({
-      cursor,
-      include,
-      orderBy,
-      skip,
-      take,
-      where
-    });
-  }
-
   public async createOrder(
     data: Prisma.OrderCreateInput & {
       accountId?: string;
@@ -231,6 +203,8 @@ export class OrderService {
     filters,
     includeDrafts = false,
     skip,
+    sortColumn,
+    sortDirection,
     take = Number.MAX_SAFE_INTEGER,
     types,
     userCurrency,
@@ -240,12 +214,17 @@ 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 +286,10 @@ export class OrderService {
       };
     }
 
+    if (sortColumn) {
+      orderBy = [{ [sortColumn]: sortDirection }];
+    }
+
     if (types) {
       where.OR = types.map((type) => {
         return {
@@ -317,8 +300,9 @@ export class OrderService {
       });
     }
 
-    return (
-      await this.orders({
+    const [orders, count] = await Promise.all([
+      this.orders({
+        orderBy,
         skip,
         take,
         where,
@@ -332,10 +316,12 @@ 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 +347,16 @@ export class OrderService {
           )
         };
       });
+
+    return { activities, count };
+  }
+
+  public async order(
+    orderWhereUniqueInput: Prisma.OrderWhereUniqueInput
+  ): Promise<Order | null> {
+    return this.prismaService.order.findUnique({
+      where: orderWhereUniqueInput
+    });
   }
 
   public async updateOrder({
@@ -439,4 +435,24 @@ export class OrderService {
       where
     });
   }
+
+  private async orders(params: {
+    include?: Prisma.OrderInclude;
+    skip?: number;
+    take?: number;
+    cursor?: Prisma.OrderWhereUniqueInput;
+    where?: Prisma.OrderWhereInput;
+    orderBy?: Prisma.Enumerable<Prisma.OrderOrderByWithRelationInput>;
+  }): Promise<OrderWithAccount[]> {
+    const { include, skip, take, cursor, where, orderBy } = params;
+
+    return this.prismaService.order.findMany({
+      cursor,
+      include,
+      orderBy,
+      skip,
+      take,
+      where
+    });
+  }
 }

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

@@ -1,6 +1,11 @@
 import { TimelineInfoInterface } from '@ghostfolio/api/app/portfolio/interfaces/timeline-info.interface';
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
-import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper';
+import {
+  DATE_FORMAT,
+  getAverage,
+  parseDate,
+  resetHours
+} from '@ghostfolio/common/helper';
 import {
   DataProviderInfo,
   ResponseError,
@@ -43,9 +48,6 @@ import { TransactionPointSymbol } from './interfaces/transaction-point-symbol.in
 import { TransactionPoint } from './interfaces/transaction-point.interface';
 
 export class PortfolioCalculator {
-  private static readonly CALCULATE_PERCENTAGE_PERFORMANCE_WITH_MAX_INVESTMENT =
-    true;
-
   private static readonly ENABLE_LOGGING = false;
 
   private currency: string;
@@ -1162,11 +1164,11 @@ export class PortfolioCalculator {
         order.type === 'BUY'
           ? order.quantity.mul(order.unitPrice).mul(this.getFactor(order.type))
           : totalUnits.gt(0)
-          ? totalInvestment
-              .div(totalUnits)
-              .mul(order.quantity)
-              .mul(this.getFactor(order.type))
-          : new Big(0);
+            ? totalInvestment
+                .div(totalUnits)
+                .mul(order.quantity)
+                .mul(this.getFactor(order.type))
+            : new Big(0);
 
       if (PortfolioCalculator.ENABLE_LOGGING) {
         console.log('totalInvestment', totalInvestment.toNumber());
@@ -1266,6 +1268,10 @@ export class PortfolioCalculator {
       }
     }
 
+    const averageInvestmentBetweenStartAndEndDate = getAverage(
+      Object.values(investmentValues)
+    );
+
     const totalGrossPerformance = grossPerformance.minus(
       grossPerformanceAtStartDate
     );
@@ -1274,17 +1280,12 @@ export class PortfolioCalculator {
       .minus(grossPerformanceAtStartDate)
       .minus(fees.minus(feesAtStartDate));
 
-    const maxInvestmentBetweenStartAndEndDate = valueAtStartDate.plus(
-      maxTotalInvestment.minus(investmentAtStartDate)
-    );
-
     const grossPerformancePercentage =
-      PortfolioCalculator.CALCULATE_PERCENTAGE_PERFORMANCE_WITH_MAX_INVESTMENT ||
       averagePriceAtStartDate.eq(0) ||
       averagePriceAtEndDate.eq(0) ||
       orders[indexOfStartOrder].unitPrice.eq(0)
-        ? maxInvestmentBetweenStartAndEndDate.gt(0)
-          ? totalGrossPerformance.div(maxInvestmentBetweenStartAndEndDate)
+        ? averageInvestmentBetweenStartAndEndDate.gt(0)
+          ? totalGrossPerformance.div(averageInvestmentBetweenStartAndEndDate)
           : new Big(0)
         : // This formula has the issue that buying more units with a price
           // lower than the average buying price results in a positive
@@ -1301,12 +1302,11 @@ export class PortfolioCalculator {
       : new Big(0);
 
     const netPerformancePercentage =
-      PortfolioCalculator.CALCULATE_PERCENTAGE_PERFORMANCE_WITH_MAX_INVESTMENT ||
       averagePriceAtStartDate.eq(0) ||
       averagePriceAtEndDate.eq(0) ||
       orders[indexOfStartOrder].unitPrice.eq(0)
-        ? maxInvestmentBetweenStartAndEndDate.gt(0)
-          ? totalNetPerformance.div(maxInvestmentBetweenStartAndEndDate)
+        ? averageInvestmentBetweenStartAndEndDate.gt(0)
+          ? totalNetPerformance.div(averageInvestmentBetweenStartAndEndDate)
           : new Big(0)
         : // This formula has the issue that buying more units with a price
           // lower than the average buying price results in a positive

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

@@ -346,16 +346,34 @@ 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)
-              .div(performanceInformation.performance.totalInvestment)
-              .toNumber(),
-            valueInPercentage: new Big(value)
-              .div(performanceInformation.performance.currentValue)
-              .toNumber()
+            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:
+              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') {
-      where.id = filters[0].id;
+    const accountFilter = filters?.find(({ type }) => {
+      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 = (
-      await this.orderService.getOrders({
-        userCurrency,
-        userId,
-        withExcludedAccounts: true
-      })
-    ).filter(({ SymbolProfile }) => {
+    const { activities } = await this.orderService.getOrders({
+      userCurrency,
+      userId,
+      withExcludedAccounts: true
+    });
+
+    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,
-      withExcludedAccounts
+      userId
     });
 
-    const itemOfToday = historicalDataContainer.items.find((item) => {
-      return item.date === format(new Date(), DATE_FORMAT);
+    const itemOfToday = items.find(({ date }) => {
+      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(
-        ({
-          date,
-          netPerformance: netPerformanceOfItem,
-          netPerformanceInPercentage,
-          totalInvestment: totalInvestmentOfItem,
-          value
-        }) => {
-          return {
-            date,
-            netPerformanceInPercentage,
-            value,
-            netPerformance: netPerformanceOfItem,
-            totalInvestment: totalInvestmentOfItem
-          };
-        }
-      ),
-      firstOrderDate: parseDate(historicalDataContainer.items[0]?.date),
+      chart: mergedHistoricalDataItems,
+      firstOrderDate: parseDate(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 = (
-      await this.orderService.getOrders({
-        userCurrency,
-        userId,
-        withExcludedAccounts: true
-      })
-    ).filter(({ Account: account }) => {
+    let { activities: excludedActivities } = await this.orderService.getOrders({
+      userCurrency,
+      userId,
+      withExcludedAccounts: true
+    });
+
+    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()
     };
   }
@@ -1867,13 +1913,14 @@ export class PortfolioService {
     userId: string;
     withExcludedAccounts?: boolean;
   }) {
-    const ordersOfTypeItemOrLiability = await this.orderService.getOrders({
-      filters,
-      userCurrency,
-      userId,
-      withExcludedAccounts,
-      types: ['ITEM', 'LIABILITY']
-    });
+    const { activities: ordersOfTypeItemOrLiability } =
+      await this.orderService.getOrders({
+        filters,
+        userCurrency,
+        userId,
+        withExcludedAccounts,
+        types: ['ITEM', 'LIABILITY']
+      });
 
     const accounts: PortfolioDetails['accounts'] = {};
     const platforms: PortfolioDetails['platforms'] = {};
@@ -1999,4 +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,
-        offer: latestSubscription.price === 0 ? 'default' : 'renewal',
-        type: isBefore(new Date(), latestSubscription.expiresAt)
+        expiresAt,
+        offer: price ? 'renewal' : 'default',
+        type: isBefore(new Date(), expiresAt)
           ? SubscriptionType.Premium
           : SubscriptionType.Basic
       };

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

@@ -60,7 +60,7 @@ export class UserService {
       PROPERTY_SYSTEM_MESSAGE
     )) as SystemMessage;
 
-    if (systemMessageProperty?.targetGroups?.includes(subscription.type)) {
+    if (systemMessageProperty?.targetGroups?.includes(subscription?.type)) {
       systemMessage = systemMessageProperty;
     }
 
@@ -198,16 +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) {

apps/api/src/assets/sitemap.xml

@@ -82,10 +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>${currentDate}T00:00:00+00:00</lastmod>
@@ -94,6 +102,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-divvydiary</loc>
     <lastmod>${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>
@@ -202,6 +214,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -214,6 +230,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthica</loc>
     <lastmod>${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>
@@ -326,6 +346,10 @@
     <loc>https://ghostfol.io/en/blog/2023/09/hacktoberfest-2023</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2023/11/black-week-2023</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/blog/2023/11/hacktoberfest-2023-debriefing</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -392,10 +416,18 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capmon</loc>
     <lastmod>${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>
@@ -404,6 +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>${currentDate}T00:00:00+00:00</lastmod>
@@ -512,6 +548,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sumio</loc>
     <lastmod>${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>
@@ -524,6 +564,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -726,10 +770,18 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capmon</loc>
     <lastmod>${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>
@@ -738,6 +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>${currentDate}T00:00:00+00:00</lastmod>
@@ -846,6 +902,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-sumio</loc>
     <lastmod>${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>
@@ -858,6 +918,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -906,10 +970,18 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-capmon</loc>
     <lastmod>${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>
@@ -918,6 +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>${currentDate}T00:00:00+00:00</lastmod>
@@ -1026,6 +1102,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sumio</loc>
     <lastmod>${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>
@@ -1038,6 +1118,10 @@
     <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>${currentDate}T00:00:00+00:00</lastmod>
@@ -1092,6 +1176,10 @@
     <loc>https://ghostfol.io/nl/veelgestelde-vragen</loc>
     <lastmod>${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/helper/object.helper.ts

@@ -32,9 +32,11 @@ export function nullifyValuesInObjects<T>(aObjects: T[], keys: string[]): T[] {
 }
 
 export function redactAttributes({
+  isFirstRun = true,
   object,
   options
 }: {
+  isFirstRun?: boolean;
   object: any;
   options: { attribute: string; valueMap: { [key: string]: any } }[];
 }): any {
@@ -42,7 +44,10 @@ export function redactAttributes({
     return object;
   }
 
-  const redactedObject = cloneDeep(object);
+  // Create deep clone
+  const redactedObject = isFirstRun
+    ? JSON.parse(JSON.stringify(object))
+    : object;
 
   for (const option of options) {
     if (redactedObject.hasOwnProperty(option.attribute)) {
@@ -59,7 +64,11 @@ export function redactAttributes({
         if (isArray(redactedObject[property])) {
           redactedObject[property] = redactedObject[property].map(
             (currentObject) => {
-              return redactAttributes({ options, object: currentObject });
+              return redactAttributes({
+                options,
+                isFirstRun: false,
+                object: currentObject
+              });
             }
           );
         } else if (
@@ -69,6 +78,7 @@ export function redactAttributes({
           // Recursively call the function on the nested object
           redactedObject[property] = redactAttributes({
             options,
+            isFirstRun: false,
             object: redactedObject[property]
           });
         }

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

@@ -76,6 +76,10 @@ const locales = {
     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}`
@@ -87,6 +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/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;
@@ -174,7 +180,13 @@ 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 response;
@@ -216,7 +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/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',
@@ -113,7 +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-provider.service.ts

@@ -346,7 +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

@@ -229,7 +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 {};
@@ -382,7 +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

@@ -151,7 +151,13 @@ 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 response;
@@ -196,7 +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/rapid-api/rapid-api.service.ts

@@ -163,7 +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/market-data/market-data.service.ts

@@ -64,7 +64,7 @@ export class MarketDataService {
     dateQuery: DateQuery;
     uniqueAssets: UniqueAsset[];
   }): Promise<MarketData[]> {
-    return await this.prismaService.marketData.findMany({
+    return this.prismaService.marketData.findMany({
       orderBy: [
         {
           date: 'asc'
@@ -74,31 +74,33 @@ export class MarketDataService {
         }
       ],
       where: {
-        OR: uniqueAssets.map(({ dataSource, symbol }) => {
-          return {
-            AND: [
-              {
-                dataSource,
-                symbol,
-                date: dateQuery
-              }
-            ]
-          };
-        })
+        dataSource: {
+          in: uniqueAssets.map(({ dataSource }) => {
+            return dataSource;
+          })
+        },
+        date: dateQuery,
+        symbol: {
+          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[] = [];
-
-    for (const [index, benchmark] of benchmarks.entries()) {
-      if (index > aMax - 1) {
-        break;
-      }
-
-      benchmarkListing.push(
-        `${benchmark.name} ${(
-          benchmark.performances.allTimeHigh.performancePercent * 100
+    return benchmarks
+      .map(({ marketCondition, name, performances }) => {
+        return `${name} ${(
+          performances.allTimeHigh.performancePercent * 100
         ).toFixed(1)}%${
-          benchmark.marketCondition !== 'NEUTRAL_MARKET'
-            ? ' ' + resolveMarketCondition(benchmark.marketCondition).emoji
+          marketCondition !== 'NEUTRAL_MARKET'
+            ? ' ' + resolveMarketCondition(marketCondition).emoji
             : ''
-        }`
-      );
-    }
-
-    return benchmarkListing.join('\n');
+        }`;
+      })
+      .join('\n');
   }
 }

apps/api/webpack.config.js

@@ -0,0 +1,6 @@
+const { composePlugins, withNx } = require('@nx/webpack');
+
+module.exports = composePlugins(withNx(), (config, { options, context }) => {
+  // Customize webpack config here
+  return config;
+});

apps/client/project.json

@@ -60,6 +60,10 @@
           "baseHref": "/nl/",
           "localize": ["nl"]
         },
+        "development-pl": {
+          "baseHref": "/pl/",
+          "localize": ["pl"]
+        },
         "development-pt": {
           "baseHref": "/pt/",
           "localize": ["pt"]
@@ -146,45 +150,48 @@
       }
     },
     "serve": {
-      "executor": "@nx/angular:webpack-dev-server",
+      "executor": "@nx/angular:dev-server",
       "options": {
-        "browserTarget": "client:build",
-        "proxyConfig": "apps/client/proxy.conf.json"
+        "proxyConfig": "apps/client/proxy.conf.json",
+        "buildTarget": "client:build"
       },
       "configurations": {
         "development-de": {
-          "browserTarget": "client:build:development-de"
+          "buildTarget": "client:build:development-de"
         },
         "development-en": {
-          "browserTarget": "client:build:development-en"
+          "buildTarget": "client:build:development-en"
         },
         "development-es": {
-          "browserTarget": "client:build:development-es"
+          "buildTarget": "client:build:development-es"
         },
         "development-fr": {
-          "browserTarget": "client:build:development-fr"
+          "buildTarget": "client:build:development-fr"
         },
         "development-it": {
-          "browserTarget": "client:build:development-it"
+          "buildTarget": "client:build:development-it"
         },
         "development-nl": {
-          "browserTarget": "client:build:development-nl"
+          "buildTarget": "client:build:development-nl"
+        },
+        "development-pl": {
+          "buildTarget": "client:build:development-pl"
         },
         "development-pt": {
-          "browserTarget": "client:build:development-pt"
+          "buildTarget": "client:build:development-pt"
         },
         "development-tr": {
-          "browserTarget": "client:build:development-tr"
+          "buildTarget": "client:build:development-tr"
         },
         "production": {
-          "browserTarget": "client:build:production"
+          "buildTarget": "client:build:production"
         }
       }
     },
     "extract-i18n": {
       "executor": "ng-extract-i18n-merge:ng-extract-i18n-merge",
       "options": {
-        "browserTarget": "client:build",
+        "buildTarget": "client:build",
         "includeContext": true,
         "outputPath": "src/locales",
         "targetFiles": [
@@ -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",
-        "passWithNoTests": true
+        "jestConfig": "apps/client/jest.config.ts"
       },
       "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,
-    platform: Platform
+    @Inject(forwardRef(() => MAT_DATE_LOCALE)) matDateLocale: string
   ) {
-    super(matDateLocale, platform);
+    super(matDateLocale);
   }
 
   /**

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

@@ -127,8 +127,11 @@
               class="align-items-baseline d-flex"
               href="https://twitter.com/ghostfolio_"
               target="_blank"
-              title="Follow Ghostfolio on Twitter"
-              >Twitter<ion-icon class="ml-1" name="open-outline"></ion-icon
+              title="Follow Ghostfolio on X (formerly Twitter)"
+              >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/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

@@ -7,11 +7,18 @@ import {
   OnInit
 } from '@angular/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { Sort, SortDirection } from '@angular/material/sort';
+import { MatTableDataSource } from '@angular/material/table';
 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 { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 import Big from 'big.js';
 import { format, parseISO } from 'date-fns';
@@ -29,15 +36,22 @@ 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 dataSource: MatTableDataSource<OrderWithAccount>;
   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 sortColumn = 'date';
+  public sortDirection: SortDirection = 'desc';
+  public totalItems: number;
   public transactionCount: number;
   public user: User;
   public valueInBaseCurrency: number;
@@ -58,14 +72,17 @@ 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.dataService
       .fetchAccount(this.data.accountId)
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -97,66 +114,49 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
         }
       );
 
-    this.dataService
-      .fetchActivities({
-        filters: [{ id: this.data.accountId, type: 'ACCOUNT' }]
-      })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ activities }) => {
-        this.orders = activities;
-
-        this.changeDetectorRef.markForCheck();
-      });
-
-    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();
-      });
-
     this.impersonationStorageService
       .onChangeHasImpersonation()
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((impersonationId) => {
         this.hasImpersonationId = !!impersonationId;
       });
+
+    this.fetchAccountBalances();
+    this.fetchActivities();
+    this.fetchPortfolioPerformance();
   }
 
   public onClose() {
     this.dialogRef.close();
   }
 
-  public onExport() {
+  public onDeleteAccountBalance(aId: string) {
     this.dataService
-      .fetchExport(
-        this.orders.map((order) => {
-          return order.id;
-        })
-      )
+      .deleteAccountBalance(aId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe({
+        next: () => {
+          this.fetchAccountBalances();
+          this.fetchPortfolioPerformance();
+        }
+      });
+  }
+
+  public onExport() {
+    let activityIds = [];
+
+    if (this.user?.settings?.isExperimentalFeatures === true) {
+      activityIds = this.dataSource.data.map(({ id }) => {
+        return id;
+      });
+    } else {
+      activityIds = this.activities.map(({ id }) => {
+        return id;
+      });
+    }
+
+    this.dataService
+      .fetchExport(activityIds)
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((data) => {
         downloadAsFile({
@@ -172,6 +172,93 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
       });
   }
 
+  public onSortChanged({ active, direction }: Sort) {
+    this.sortColumn = active;
+    this.sortDirection = direction;
+
+    this.fetchActivities();
+  }
+
+  private fetchAccountBalances() {
+    this.dataService
+      .fetchAccountBalances(this.data.accountId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ balances }) => {
+        this.accountBalances = balances;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
+  private fetchActivities() {
+    this.isLoadingActivities = true;
+
+    if (this.user?.settings?.isExperimentalFeatures === true) {
+      this.dataService
+        .fetchActivities({
+          filters: [{ id: this.data.accountId, type: 'ACCOUNT' }],
+          sortColumn: this.sortColumn,
+          sortDirection: this.sortDirection
+        })
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(({ activities, count }) => {
+          this.dataSource = new MatTableDataSource(activities);
+          this.totalItems = count;
+
+          this.isLoadingActivities = false;
+
+          this.changeDetectorRef.markForCheck();
+        });
+    } else {
+      this.dataService
+        .fetchActivities({
+          filters: [{ id: this.data.accountId, type: 'ACCOUNT' }]
+        })
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(({ activities }) => {
+          this.activities = activities;
+
+          this.isLoadingActivities = false;
+
+          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 +64,33 @@
       </div>
     </div>
 
-    <div class="row" [ngClass]="{ 'd-none': !orders?.length }">
-      <div class="col mb-3">
-        <div class="h5 mb-0" i18n>Activities</div>
+    <mat-tab-group
+      animationDuration="0"
+      [mat-stretch-tabs]="false"
+      [ngClass]="{ 'd-none': isLoadingActivities }"
+    >
+      <mat-tab>
+        <ng-template i18n mat-tab-label>Activities</ng-template>
+        <gf-activities-table-lazy
+          *ngIf="user?.settings?.isExperimentalFeatures === true"
+          [baseCurrency]="user?.settings?.baseCurrency"
+          [dataSource]="dataSource"
+          [deviceType]="deviceType"
+          [hasPermissionToCreateActivity]="false"
+          [hasPermissionToExportActivities]="!hasImpersonationId && !user.settings.isRestrictedView"
+          [hasPermissionToFilter]="false"
+          [hasPermissionToOpenDetails]="false"
+          [locale]="user?.settings?.locale"
+          [showActions]="false"
+          [sortColumn]="sortColumn"
+          [sortDirection]="sortDirection"
+          [totalItems]="totalItems"
+          (export)="onExport()"
+          (sortChanged)="onSortChanged($event)"
+        ></gf-activities-table-lazy>
         <gf-activities-table
-          [activities]="orders"
+          *ngIf="user?.settings?.isExperimentalFeatures !== true"
+          [activities]="activities"
           [baseCurrency]="user?.settings?.baseCurrency"
           [deviceType]="data.deviceType"
           [hasPermissionToCreateActivity]="false"
@@ -79,8 +101,18 @@
           [showActions]="false"
           (export)="onExport()"
         ></gf-activities-table>
-      </div>
-    </div>
+      </mat-tab>
+      <mat-tab>
+        <ng-template i18n mat-tab-label>Cash Balances</ng-template>
+        <gf-account-balances
+          [accountBalances]="accountBalances"
+          [accountId]="data.accountId"
+          [locale]="user?.settings?.locale"
+          [showActions]="!hasImpersonationId && hasPermissionToDeleteAccountBalance && !user.settings.isRestrictedView"
+          (accountBalanceDeleted)="onDeleteAccountBalance($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 +2,12 @@ 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 { GfActivitiesTableLazyModule } from '@ghostfolio/ui/activities-table-lazy/activities-table-lazy.module';
 import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
@@ -15,13 +18,16 @@ import { AccountDetailDialog } from './account-detail-dialog.component';
   declarations: [AccountDetailDialog],
   imports: [
     CommonModule,
+    GfAccountBalancesModule,
     GfActivitiesTableModule,
+    GfActivitiesTableLazyModule,
     GfDialogFooterModule,
     GfDialogHeaderModule,
     GfInvestmentChartModule,
     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

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 +19,7 @@ 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';
@@ -160,7 +160,7 @@ export class AdminMarketDataComponent
 
         this.loadData({
           sortColumn,
-          sortDirection: <Prisma.SortOrder>direction,
+          sortDirection: direction,
           pageIndex: this.paginator.pageIndex
         });
       }
@@ -175,7 +175,7 @@ export class AdminMarketDataComponent
     this.loadData({
       pageIndex: page.pageIndex,
       sortColumn: this.sort.active,
-      sortDirection: <Prisma.SortOrder>this.sort.direction
+      sortDirection: this.sort.direction
     });
   }
 
@@ -262,7 +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

@@ -129,7 +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"

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"

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"

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"

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/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/position/position-detail-dialog/position-detail-dialog.component.ts

@@ -7,12 +7,16 @@ import {
   OnInit
 } from '@angular/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { Sort, SortDirection } from '@angular/material/sort';
+import { MatTableDataSource } from '@angular/material/table';
 import { DataService } from '@ghostfolio/client/services/data.service';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { DATE_FORMAT, downloadAsFile } from '@ghostfolio/common/helper';
 import {
   DataProviderInfo,
   EnhancedSymbolProfile,
-  LineChartItem
+  LineChartItem,
+  User
 } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 import { translate } from '@ghostfolio/ui/i18n';
@@ -31,6 +35,7 @@ import { PositionDetailDialogParams } from './interfaces/interfaces';
   styleUrls: ['./position-detail-dialog.component.scss']
 })
 export class PositionDetailDialog implements OnDestroy, OnInit {
+  public activities: OrderWithAccount[];
   public assetClass: string;
   public assetSubClass: string;
   public averagePrice: number;
@@ -39,6 +44,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
     [code: string]: { name: string; value: number };
   };
   public dataProviderInfo: DataProviderInfo;
+  public dataSource: MatTableDataSource<OrderWithAccount>;
   public dividendInBaseCurrency: number;
   public feeInBaseCurrency: number;
   public firstBuyDate: string;
@@ -51,16 +57,19 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
   public minPrice: number;
   public netPerformance: number;
   public netPerformancePercent: number;
-  public orders: OrderWithAccount[];
   public quantity: number;
   public quantityPrecision = 2;
   public reportDataGlitchMail: string;
   public sectors: {
     [name: string]: { name: string; value: number };
   };
+  public sortColumn = 'date';
+  public sortDirection: SortDirection = 'desc';
   public SymbolProfile: EnhancedSymbolProfile;
   public tags: Tag[];
+  public totalItems: number;
   public transactionCount: number;
+  public user: User;
   public value: number;
 
   private unsubscribeSubject = new Subject<void>();
@@ -69,7 +78,8 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
     public dialogRef: MatDialogRef<PositionDetailDialog>,
-    @Inject(MAT_DIALOG_DATA) public data: PositionDetailDialogParams
+    @Inject(MAT_DIALOG_DATA) public data: PositionDetailDialogParams,
+    private userService: UserService
   ) {}
 
   public ngOnInit(): void {
@@ -102,10 +112,12 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           transactionCount,
           value
         }) => {
+          this.activities = orders;
           this.averagePrice = averagePrice;
           this.benchmarkDataItems = [];
           this.countries = {};
           this.dataProviderInfo = dataProviderInfo;
+          this.dataSource = new MatTableDataSource(orders.reverse());
           this.dividendInBaseCurrency = dividendInBaseCurrency;
           this.feeInBaseCurrency = feeInBaseCurrency;
           this.firstBuyDate = firstBuyDate;
@@ -130,7 +142,6 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           this.minPrice = minPrice;
           this.netPerformance = netPerformance;
           this.netPerformancePercent = netPerformancePercent;
-          this.orders = orders;
           this.quantity = quantity;
           this.reportDataGlitchMail = `mailto:hi@ghostfol.io?Subject=Ghostfolio Data Glitch Report&body=Hello%0D%0DI would like to report a data glitch for%0D%0DSymbol: ${SymbolProfile?.symbol}%0DData Source: ${SymbolProfile?.dataSource}%0D%0DAdditional notes:%0D%0DCan you please take a look?%0D%0DKind regards`;
           this.sectors = {};
@@ -142,6 +153,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
             };
           });
           this.transactionCount = transactionCount;
+          this.totalItems = transactionCount;
           this.value = value;
 
           if (SymbolProfile?.assetClass) {
@@ -239,6 +251,16 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           this.changeDetectorRef.markForCheck();
         }
       );
+
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+
+          this.changeDetectorRef.markForCheck();
+        }
+      });
   }
 
   public onClose(): void {
@@ -246,12 +268,20 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
   }
 
   public onExport() {
+    let activityIds = [];
+
+    if (this.user?.settings?.isExperimentalFeatures === true) {
+      activityIds = this.dataSource.data.map(({ id }) => {
+        return id;
+      });
+    } else {
+      activityIds = this.activities.map(({ id }) => {
+        return id;
+      });
+    }
+
     this.dataService
-      .fetchExport(
-        this.orders.map((order) => {
-          return order.id;
-        })
-      )
+      .fetchExport(activityIds)
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((data) => {
         downloadAsFile({

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

@@ -246,11 +246,30 @@
       </div>
     </div>
 
-    <div class="row" [ngClass]="{ 'd-none': !orders?.length }">
+    <div class="row" [ngClass]="{ 'd-none': !activities?.length }">
       <div class="col mb-3">
         <div class="h5 mb-0" i18n>Activities</div>
+        <gf-activities-table-lazy
+          *ngIf="user?.settings?.isExperimentalFeatures === true"
+          [baseCurrency]="data.baseCurrency"
+          [dataSource]="dataSource"
+          [deviceType]="data.deviceType"
+          [hasPermissionToCreateActivity]="false"
+          [hasPermissionToExportActivities]="!hasImpersonationId && !user.settings.isRestrictedView"
+          [hasPermissionToFilter]="false"
+          [hasPermissionToOpenDetails]="false"
+          [locale]="data.locale"
+          [showActions]="false"
+          [showNameColumn]="false"
+          [sortColumn]="sortColumn"
+          [sortDirection]="sortDirection"
+          [sortDisabled]="true"
+          [totalItems]="totalItems"
+          (export)="onExport()"
+        ></gf-activities-table-lazy>
         <gf-activities-table
-          [activities]="orders"
+          *ngIf="user?.settings?.isExperimentalFeatures !== true"
+          [activities]="activities"
           [baseCurrency]="data.baseCurrency"
           [deviceType]="data.deviceType"
           [hasPermissionToCreateActivity]="false"
@@ -277,7 +296,7 @@
     </div>
 
     <div
-      *ngIf="data.hasPermissionToReportDataGlitch === true && orders?.length > 0"
+      *ngIf="activities?.length > 0 && data.hasPermissionToReportDataGlitch === true"
       class="row"
     >
       <div class="col">

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

@@ -5,6 +5,7 @@ import { MatChipsModule } from '@angular/material/chips';
 import { MatDialogModule } from '@angular/material/dialog';
 import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
 import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
+import { GfActivitiesTableLazyModule } from '@ghostfolio/ui/activities-table-lazy/activities-table-lazy.module';
 import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
 import { GfDataProviderCreditsModule } from '@ghostfolio/ui/data-provider-credits/data-provider-credits.module';
 import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
@@ -19,6 +20,7 @@ import { PositionDetailDialog } from './position-detail-dialog.component';
   imports: [
     CommonModule,
     GfActivitiesTableModule,
+    GfActivitiesTableLazyModule,
     GfDataProviderCreditsModule,
     GfDialogFooterModule,
     GfDialogHeaderModule,

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/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"
-            >@ghostfolio_</a
+            title="Post to Ghostfolio on X (formerly Twitter)"
+            >&#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/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(['/']);

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

@@ -131,8 +131,9 @@
           </p>
           <p>
             Du erreichst mich per E-Mail unter
-            <a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a> oder auf Twitter
-            <a href="https://twitter.com/ghostfolio_">@ghostfolio_</a>.
+            <a href="mailto:hi@ghostfol.io">hi&#64;ghostfol.io</a> oder auf
+            Twitter
+            <a href="https://twitter.com/ghostfolio_">&#64;ghostfolio_</a>.
           </p>
           <p>
             Ich freue mich, von dir zu hören.<br />

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

@@ -126,8 +126,8 @@
           </p>
           <p>
             You can reach me by e-mail at
-            <a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a> or on Twitter
-            <a href="https://twitter.com/ghostfolio_">@ghostfolio_</a>.
+            <a href="mailto:hi@ghostfol.io">hi&#64;ghostfol.io</a> or on Twitter
+            <a href="https://twitter.com/ghostfolio_">&#64;ghostfolio_</a>.
           </p>
           <p>
             I look forward to hearing from you.<br />

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

@@ -100,9 +100,9 @@
             of users. In the future, I would like to involve more contributors
             to further extend the functionality of Ghostfolio (e.g. with new
             reports). Get in touch with me by e-mail at
-            <a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a> or on Twitter
-            <a href="https://twitter.com/ghostfolio_">@ghostfolio_</a> if you
-            are interested, I’m happy to discuss ideas.
+            <a href="mailto:hi@ghostfol.io">hi&#64;ghostfol.io</a> or on Twitter
+            <a href="https://twitter.com/ghostfolio_">&#64;ghostfolio_</a> if
+            you are interested, I’m happy to discuss ideas.
           </p>
           <p>
             I would like to say thank you for all your feedback and support

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

@@ -90,8 +90,8 @@
           <p>
             If you would like to provide feedback or get involved in further
             development of Ghostfolio, please get in touch by e-mail via
-            <a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a> or on Twitter
-            <a href="https://twitter.com/ghostfolio_">@ghostfolio_</a>.
+            <a href="mailto:hi@ghostfol.io">hi&#64;ghostfol.io</a> or on Twitter
+            <a href="https://twitter.com/ghostfolio_">&#64;ghostfolio_</a>.
           </p>
           <p>
             I look forward to hearing from you.<br />

apps/client/src/app/pages/blog/2022/08/500-stars-on-github/500-stars-on-github-page.html

@@ -91,9 +91,9 @@
             engineering to realize the full potential of open source software.
             If you are a web developer and interested in personal finance,
             please get in touch by e-mail via
-            <a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a> or on Twitter
-            <a href="https://twitter.com/ghostfolio_">@ghostfolio_</a>. We are
-            happy to discuss ideas.
+            <a href="mailto:hi@ghostfol.io">hi&#64;ghostfol.io</a> or on Twitter
+            <a href="https://twitter.com/ghostfolio_">&#64;ghostfolio_</a>. We
+            are happy to discuss ideas.
           </p>
           <p>
             We would like to say thank you for all your feedback and support

apps/client/src/app/pages/blog/2022/10/hacktoberfest-2022/hacktoberfest-2022-page.html

@@ -85,8 +85,8 @@
               >Slack</a
             >
             community or get in touch on Twitter
-            <a href="https://twitter.com/ghostfolio_">@ghostfolio_</a> or by
-            e-mail via <a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a>.
+            <a href="https://twitter.com/ghostfolio_">&#64;ghostfolio_</a> or by
+            e-mail via <a href="mailto:hi@ghostfol.io">hi&#64;ghostfol.io</a>.
           </p>
           <p>
             We look forward to hearing from you.<br />

apps/client/src/app/pages/blog/2022/11/black-friday-2022/black-friday-2022-page.html

@@ -15,11 +15,13 @@
         <section class="mb-4">
           <p>
             Get 75% off on our
-            <strong>Ghostfolio Premium</strong>
-            <gf-premium-indicator
-              class="d-inline-block ml-1"
-              [enableLink]="false"
-            ></gf-premium-indicator>
+            <span class="align-items-center d-inline-flex"
+              ><strong>Ghostfolio Premium</strong>
+              <gf-premium-indicator
+                class="d-inline-block ml-1"
+                [enableLink]="false"
+              ></gf-premium-indicator
+            ></span>
             annual plan for ambitious investors who need the full picture of
             their financial assets.
           </p>

apps/client/src/app/pages/blog/2023/02/ghostfolio-meets-umbrel/ghostfolio-meets-umbrel-page.html

@@ -92,7 +92,7 @@
             >
             community or via Twitter
             <a href="https://twitter.com/ghostfolio_" target="_blank"
-              >@ghostfolio_</a
+              >&#64;ghostfolio_</a
             >. We look forward to hearing from you!
           </p>
         </section>

apps/client/src/app/pages/blog/2023/03/1000-stars-on-github/1000-stars-on-github-page.html

@@ -122,7 +122,7 @@
               >Slack</a
             >
             community or connect with
-            <a href="https://twitter.com/ghostfolio_">@ghostfolio_</a> on
+            <a href="https://twitter.com/ghostfolio_">&#64;ghostfolio_</a> on
             Twitter. We are happy to discuss ideas and get you involved.
           </p>
           <p>Thank you for all your feedback and support.</p>

apps/client/src/app/pages/blog/2023/09/hacktoberfest-2023/hacktoberfest-2023-page.html

@@ -89,7 +89,7 @@
               >Slack</a
             >
             community or get in touch on X
-            <a href="https://twitter.com/ghostfolio_">@ghostfolio_</a>.
+            <a href="https://twitter.com/ghostfolio_">&#64;ghostfolio_</a>.
           </p>
           <p>
             We look forward to hearing from you.<br />

apps/client/src/app/pages/blog/2023/11/black-week-2023/black-week-2023-page.component.ts

@@ -0,0 +1,16 @@
+import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
+import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
+
+@Component({
+  host: { class: 'page' },
+  imports: [GfPremiumIndicatorModule, MatButtonModule, RouterModule],
+  selector: 'gf-black-week-2023-page',
+  standalone: true,
+  templateUrl: './black-week-2023-page.html'
+})
+export class BlackWeek2023PageComponent {
+  public routerLinkFeatures = ['/' + $localize`features`];
+  public routerLinkPricing = ['/' + $localize`pricing`];
+}

apps/client/src/app/pages/blog/2023/11/black-week-2023/black-week-2023-page.html

@@ -0,0 +1,161 @@
+<div class="blog container">
+  <div class="row">
+    <div class="col-md-8 offset-md-2">
+      <article>
+        <div class="mb-4 text-center">
+          <h1 class="mb-1">Black Week 2023</h1>
+          <div class="mb-3 text-muted"><small>2023-11-19</small></div>
+          <img
+            alt="Black Week 2023 Teaser"
+            class="rounded w-100"
+            src="../assets/images/blog/black-week-2023.jpg"
+            title="Black Week 2023"
+          />
+        </div>
+        <section class="mb-4">
+          <p>
+            Ambitious investors on a life-changing mission, this is your chance!
+            Get 33% off on our
+            <span class="align-items-center d-inline-flex"
+              ><strong>Ghostfolio Premium</strong>
+              <gf-premium-indicator
+                class="d-inline-block ml-1"
+                [enableLink]="false"
+              ></gf-premium-indicator
+            ></span>
+            annual plan with our exclusive Black Week deal. Elevate your
+            financial strategy with the power of Ghostfolio designed to give you
+            the full picture of your assets.
+          </p>
+        </section>
+        <section class="mb-4">
+          <p>
+            <a
+              href="https://ghostfol.io"
+              title="Open Source Wealth Management Software"
+              >Ghostfolio</a
+            >
+            is a modern web application to manage personal finances. This Open
+            Source Software (OSS) dynamically aggregates your diverse assets
+            including stocks, ETFs, cryptocurrencies, commodities, etc. and
+            presents a comprehensive overview of your portfolio in real-time.
+            Empower yourself to make informed, data-driven investment decisions
+            with the robust analytics at your fingertips. Explore the numerous
+            <a [routerLink]="routerLinkFeatures">features</a> to enhance your
+            wealth management experience.
+          </p>
+        </section>
+        <section class="mb-4">
+          <p>
+            Snap the limited Black Week 2023 deal before it’s gone. For detailed
+            information on plans and pricing, please visit our
+            <a [routerLink]="routerLinkPricing">pricing page</a>.
+          </p>
+          <p class="text-center">
+            <a color="primary" mat-flat-button [routerLink]="routerLinkPricing"
+              >Get the Deal</a
+            >
+          </p>
+        </section>
+        <section class="mb-4">
+          <ul class="list-inline">
+            <li class="list-inline-item">
+              <span class="badge badge-light">2023</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Black Friday</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Black Week</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Cloud</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Cryptocurrency</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Deal</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">ETF</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Finance</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Fintech</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Ghostfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Ghostfolio Premium</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Hosting</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Investment</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Open Source</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">OSS</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Personal Finance</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Portfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Portfolio Tracker</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Pricing</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">SaaS</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Software</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Stock</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Subscription</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Wealth</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Wealth Management</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Web3</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Web 3.0</span>
+            </li>
+          </ul>
+        </section>
+        <nav aria-label="breadcrumb">
+          <ol class="breadcrumb">
+            <li class="breadcrumb-item">
+              <a i18n [routerLink]="['/blog']">Blog</a>
+            </li>
+            <li
+              aria-current="page"
+              class="active breadcrumb-item text-truncate"
+            >
+              Black Week 2023
+            </li>
+          </ol>
+        </nav>
+      </article>
+    </div>
+  </div>
+</div>

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

@@ -169,9 +169,18 @@ const routes: Routes = [
     path: '2023/11/hacktoberfest-2023-debriefing',
     loadComponent: () =>
       import(
-        './2023/11/hacktoberfest-2023/hacktoberfest-2023-debriefing-page.component'
+        './2023/11/hacktoberfest-2023-debriefing/hacktoberfest-2023-debriefing-page.component'
       ).then((c) => c.Hacktoberfest2023DebriefingPageComponent),
     title: 'Hacktoberfest 2023 Debriefing'
+  },
+  {
+    canActivate: [AuthGuard],
+    path: '2023/11/black-week-2023',
+    loadComponent: () =>
+      import('./2023/11/black-week-2023/black-week-2023-page.component').then(
+        (c) => c.BlackWeek2023PageComponent
+      ),
+    title: 'Black Week 2023'
   }
 ];
 

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

@@ -1,13 +1,41 @@
 <div class="container">
   <div class="mb-5 row">
     <div class="col">
-      <h1 class="h3 mb-4 text-center">
+      <h1 class="h3 line-height-1 mb-4 text-center">
         <span class="d-none d-sm-block" i18n>Blog</span>
         <small class="text-muted" i18n
           >Discover the latest Ghostfolio updates and insights on personal
           finance</small
         >
       </h1>
+      <mat-card
+        *ngIf="hasPermissionForSubscription"
+        appearance="outlined"
+        class="mb-3"
+      >
+        <mat-card-content>
+          <div class="container p-0">
+            <div class="flex-nowrap no-gutters row">
+              <a
+                class="d-flex overflow-hidden w-100"
+                href="../en/blog/2023/11/black-week-2023"
+              >
+                <div class="flex-grow-1 overflow-hidden">
+                  <div class="h6 m-0 text-truncate">Black Week 2023</div>
+                  <div class="d-flex text-muted">2023-11-19</div>
+                </div>
+                <div class="align-items-center d-flex">
+                  <ion-icon
+                    class="chevron text-muted"
+                    name="chevron-forward-outline"
+                    size="small"
+                  ></ion-icon>
+                </div>
+              </a>
+            </div>
+          </div>
+        </mat-card-content>
+      </mat-card>
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-content>
           <div class="container p-0">

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

@@ -203,8 +203,8 @@
         </mat-card-header>
         <mat-card-content>
           Please send an e-mail with the web address of your broker to
-          <a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a> and we are happy to
-          add it.
+          <a href="mailto:hi@ghostfol.io">hi&#64;ghostfol.io</a> and we are
+          happy to add it.
         </mat-card-content>
       </mat-card>
       <mat-card appearance="outlined" class="mb-3">
@@ -233,12 +233,12 @@
           community,
           <a
             href="https://twitter.com/ghostfolio_"
-            title="Tweet to Ghostfolio on Twitter"
-            >@ghostfolio_</a
+            title="Post to Ghostfolio on X (formerly Twitter)"
+            >&#64;ghostfolio_</a
           ><ng-container *ngIf="user?.subscription?.type === 'Premium'"
             >,
             <a href="mailto:hi@ghostfol.io" title="Send an e-mail"
-              >hi@ghostfol.io</a
+              >hi&#64;ghostfol.io</a
             ></ng-container
           >
           or
@@ -259,15 +259,15 @@
             href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
             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"
-            >@ghostfolio_</a
+            title="Post to Ghostfolio on X (formerly Twitter)"
+            >&#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

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

@@ -1,7 +1,7 @@
 <div class="container">
   <div class="row">
     <div class="col">
-      <h1 class="h3 mb-4 text-center">
+      <h1 class="h3 line-height-1 mb-4 text-center">
         <span class="d-none d-sm-block" i18n>Features</span>
         <small class="text-muted" i18n>
           Check out the numerous features of Ghostfolio to manage your wealth
@@ -245,7 +245,8 @@
                 <h4 i18n>Multi-Language</h4>
                 <p class="m-0">
                   Use Ghostfolio in multiple languages: English, Dutch, French,
-                  German, Italian, Portuguese, Spanish and Turkish are currently
+                  German, Italian,
+                  <!-- Polish, -->Portuguese, Spanish and Turkish are currently
                   supported.
                 </p>
               </div>

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

@@ -2,8 +2,9 @@
   <div class="row">
     <ul>
       <li i18n="@@metaDescription">
-        Ghostfolio is a personal finance dashboard to keep track of your assets
-        like stocks, ETFs or cryptocurrencies across multiple platforms.
+        Ghostfolio is a personal finance dashboard to keep track of your net
+        worth including cash, stocks, ETFs and cryptocurrencies across multiple
+        platforms.
       </li>
       <li i18n="@@metaKeywords">
         app, asset, cryptocurrency, dashboard, etf, finance, management,

apps/client/src/app/pages/portfolio/activities/activities-page.component.ts

@@ -1,5 +1,8 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
+import { PageEvent } from '@angular/material/paginator';
+import { Sort, SortDirection } from '@angular/material/sort';
+import { MatTableDataSource } from '@angular/material/table';
 import { ActivatedRoute, Router } from '@angular/router';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
@@ -10,6 +13,7 @@ import { DataService } from '@ghostfolio/client/services/data.service';
 import { IcsService } from '@ghostfolio/client/services/ics/ics.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { DEFAULT_PAGE_SIZE } from '@ghostfolio/common/config';
 import { downloadAsFile } from '@ghostfolio/common/helper';
 import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@@ -30,12 +34,18 @@ import { ImportActivitiesDialogParams } from './import-activities-dialog/interfa
 })
 export class ActivitiesPageComponent implements OnDestroy, OnInit {
   public activities: Activity[];
+  public dataSource: MatTableDataSource<Activity>;
   public defaultAccountId: string;
   public deviceType: string;
   public hasImpersonationId: boolean;
   public hasPermissionToCreateActivity: boolean;
   public hasPermissionToDeleteActivity: boolean;
+  public pageIndex = 0;
+  public pageSize = DEFAULT_PAGE_SIZE;
   public routeQueryParams: Subscription;
+  public sortColumn = 'date';
+  public sortDirection: SortDirection = 'desc';
+  public totalItems: number;
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
@@ -62,6 +72,12 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
               return id === params['activityId'];
             });
 
+            this.openUpdateActivityDialog(activity);
+          } else if (this.dataSource) {
+            const activity = this.dataSource.data.find(({ id }) => {
+              return id === params['activityId'];
+            });
+
             this.openUpdateActivityDialog(activity);
           } else {
             this.router.navigate(['.'], { relativeTo: this.route });
@@ -103,21 +119,48 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
   }
 
   public fetchActivities() {
-    this.dataService
-      .fetchActivities({})
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ activities }) => {
-        this.activities = activities;
+    if (this.user?.settings?.isExperimentalFeatures === true) {
+      this.dataService
+        .fetchActivities({
+          skip: this.pageIndex * this.pageSize,
+          sortColumn: this.sortColumn,
+          sortDirection: this.sortDirection,
+          take: this.pageSize
+        })
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(({ activities, count }) => {
+          this.dataSource = new MatTableDataSource(activities);
+          this.totalItems = count;
 
-        if (
-          this.hasPermissionToCreateActivity &&
-          this.activities?.length <= 0
-        ) {
-          this.router.navigate([], { queryParams: { createDialog: true } });
-        }
+          if (this.hasPermissionToCreateActivity && this.totalItems <= 0) {
+            this.router.navigate([], { queryParams: { createDialog: true } });
+          }
 
-        this.changeDetectorRef.markForCheck();
-      });
+          this.changeDetectorRef.markForCheck();
+        });
+    } else {
+      this.dataService
+        .fetchActivities({})
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(({ activities }) => {
+          this.activities = activities;
+
+          if (
+            this.hasPermissionToCreateActivity &&
+            this.activities?.length <= 0
+          ) {
+            this.router.navigate([], { queryParams: { createDialog: true } });
+          }
+
+          this.changeDetectorRef.markForCheck();
+        });
+    }
+  }
+
+  public onChangePage(page: PageEvent) {
+    this.pageIndex = page.pageIndex;
+
+    this.fetchActivities();
   }
 
   public onCloneActivity(aActivity: Activity) {
@@ -225,6 +268,14 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
       });
   }
 
+  public onSortChanged({ active, direction }: Sort) {
+    this.pageIndex = 0;
+    this.sortColumn = active;
+    this.sortDirection = direction;
+
+    this.fetchActivities();
+  }
+
   public onUpdateActivity(aActivity: OrderModel) {
     this.router.navigate([], {
       queryParams: { activityId: aActivity.id, editDialog: true }

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

@@ -1,8 +1,34 @@
 <div class="container">
-  <div class="row mb-3">
+  <div class="mb-3 row">
     <div class="col">
       <h1 class="d-none d-sm-block h3 mb-3 text-center" i18n>Activities</h1>
+      <gf-activities-table-lazy
+        *ngIf="user?.settings?.isExperimentalFeatures === true"
+        [baseCurrency]="user?.settings?.baseCurrency"
+        [dataSource]="dataSource"
+        [deviceType]="deviceType"
+        [hasPermissionToCreateActivity]="hasPermissionToCreateActivity"
+        [hasPermissionToExportActivities]="!hasImpersonationId"
+        [locale]="user?.settings?.locale"
+        [pageIndex]="pageIndex"
+        [pageSize]="pageSize"
+        [showActions]="!hasImpersonationId && hasPermissionToDeleteActivity && !user.settings.isRestrictedView"
+        [sortColumn]="sortColumn"
+        [sortDirection]="sortDirection"
+        [totalItems]="totalItems"
+        (activityDeleted)="onDeleteActivity($event)"
+        (activityToClone)="onCloneActivity($event)"
+        (activityToUpdate)="onUpdateActivity($event)"
+        (deleteAllActivities)="onDeleteAllActivities()"
+        (export)="onExport($event)"
+        (exportDrafts)="onExportDrafts($event)"
+        (import)="onImport()"
+        (importDividends)="onImportDividends()"
+        (pageChanged)="onChangePage($event)"
+        (sortChanged)="onSortChanged($event)"
+      ></gf-activities-table-lazy>
       <gf-activities-table
+        *ngIf="user?.settings?.isExperimentalFeatures !== true"
         [activities]="activities"
         [baseCurrency]="user?.settings?.baseCurrency"
         [deviceType]="deviceType"

apps/client/src/app/pages/portfolio/activities/activities-page.module.ts

@@ -4,6 +4,7 @@ import { MatButtonModule } from '@angular/material/button';
 import { MatSnackBarModule } from '@angular/material/snack-bar';
 import { RouterModule } from '@angular/router';
 import { ImportActivitiesService } from '@ghostfolio/client/services/import-activities.service';
+import { GfActivitiesTableLazyModule } from '@ghostfolio/ui/activities-table-lazy/activities-table-lazy.module';
 import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
 
 import { ActivitiesPageRoutingModule } from './activities-page-routing.module';
@@ -17,6 +18,7 @@ import { GfImportActivitiesDialogModule } from './import-activities-dialog/impor
     ActivitiesPageRoutingModule,
     CommonModule,
     GfActivitiesTableModule,
+    GfActivitiesTableLazyModule,
     GfCreateOrUpdateActivityDialogModule,
     GfImportActivitiesDialogModule,
     MatButtonModule,

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.component.ts

@@ -12,7 +12,9 @@ import {
 import { FormBuilder, FormGroup, Validators } from '@angular/forms';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { MatSnackBar } from '@angular/material/snack-bar';
+import { SortDirection } from '@angular/material/sort';
 import { MatStepper } from '@angular/material/stepper';
+import { MatTableDataSource } from '@angular/material/table';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import { DataService } from '@ghostfolio/client/services/data.service';
@@ -35,6 +37,7 @@ import { ImportActivitiesDialogParams } from './interfaces/interfaces';
 export class ImportActivitiesDialog implements OnDestroy {
   public accounts: CreateAccountDto[] = [];
   public activities: Activity[] = [];
+  public dataSource: MatTableDataSource<Activity>;
   public details: any[] = [];
   public deviceType: string;
   public dialogTitle = $localize`Import Activities`;
@@ -45,7 +48,10 @@ export class ImportActivitiesDialog implements OnDestroy {
   public maxSafeInteger = Number.MAX_SAFE_INTEGER;
   public mode: 'DIVIDEND';
   public selectedActivities: Activity[] = [];
+  public sortColumn = 'date';
+  public sortDirection: SortDirection = 'desc';
   public stepperOrientation: StepperOrientation;
+  public totalItems: number;
   public uniqueAssetForm: FormGroup;
 
   private unsubscribeSubject = new Subject<void>();
@@ -173,6 +179,8 @@ export class ImportActivitiesDialog implements OnDestroy {
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ activities }) => {
         this.activities = activities;
+        this.dataSource = new MatTableDataSource(activities.reverse());
+        this.totalItems = activities.length;
 
         aStepper.next();
 
@@ -260,6 +268,8 @@ export class ImportActivitiesDialog implements OnDestroy {
                 isDryRun: true
               });
             this.activities = activities;
+            this.dataSource = new MatTableDataSource(activities.reverse());
+            this.totalItems = activities.length;
           } catch (error) {
             console.error(error);
             this.handleImportError({ error, activities: content.activities });
@@ -276,6 +286,8 @@ export class ImportActivitiesDialog implements OnDestroy {
               userAccounts: this.data.user.accounts
             });
             this.activities = data.activities;
+            this.dataSource = new MatTableDataSource(data.activities.reverse());
+            this.totalItems = data.activities.length;
           } catch (error) {
             console.error(error);
             this.handleImportError({

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.html

@@ -119,8 +119,29 @@
       </ng-template>
       <div class="pt-3">
         <ng-container *ngIf="errorMessages?.length === 0; else errorMessage">
+          <gf-activities-table-lazy
+            *ngIf="importStep === 1 && data?.user?.settings?.isExperimentalFeatures === true"
+            [baseCurrency]="data?.user?.settings?.baseCurrency"
+            [dataSource]="dataSource"
+            [deviceType]="data?.deviceType"
+            [hasPermissionToCreateActivity]="false"
+            [hasPermissionToExportActivities]="false"
+            [hasPermissionToFilter]="false"
+            [hasPermissionToOpenDetails]="false"
+            [locale]="data?.user?.settings?.locale"
+            [pageSize]="maxSafeInteger"
+            [showActions]="false"
+            [showCheckbox]="true"
+            [showFooter]="false"
+            [showSymbolColumn]="false"
+            [sortColumn]="sortColumn"
+            [sortDirection]="sortDirection"
+            [sortDisabled]="true"
+            [totalItems]="totalItems"
+            (selectedActivities)="updateSelection($event)"
+          ></gf-activities-table-lazy>
           <gf-activities-table
-            *ngIf="importStep === 1"
+            *ngIf="importStep === 1 && data?.user?.settings?.isExperimentalFeatures !== true"
             [activities]="activities"
             [baseCurrency]="data?.user?.settings?.baseCurrency"
             [deviceType]="data?.deviceType"

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.module.ts

@@ -13,6 +13,7 @@ import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-heade
 import { GfFileDropModule } from '@ghostfolio/client/directives/file-drop/file-drop.module';
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
+import { GfActivitiesTableLazyModule } from '@ghostfolio/ui/activities-table-lazy/activities-table-lazy.module';
 
 import { ImportActivitiesDialog } from './import-activities-dialog.component';
 
@@ -22,6 +23,7 @@ import { ImportActivitiesDialog } from './import-activities-dialog.component';
     CommonModule,
     FormsModule,
     GfActivitiesTableModule,
+    GfActivitiesTableLazyModule,
     GfDialogFooterModule,
     GfDialogHeaderModule,
     GfFileDropModule,

apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html

@@ -33,7 +33,7 @@
     place. If I lose it, I cannot get my account back.
   </p>
 </div>
-<div class="float-right" mat-dialog-actions>
+<div class="justify-content-end" mat-dialog-actions>
   <button i18n mat-flat-button [mat-dialog-close]="undefined">Cancel</button>
   <button
     color="primary"

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

@@ -181,13 +181,14 @@
               </tr>
               <tr class="mat-mdc-row">
                 <td class="mat-mdc-cell px-3 py-2 text-right" i18n>Pricing</td>
-                <td class="mat-mdc-cell px-1 py-2" i18n>
-                  Starting from {{ product1.pricingPerYear }} / year
+                <td class="mat-mdc-cell px-1 py-2">
+                  <span i18n>Starting from</span> ${{ price }} /
+                  <span i18n>year</span>
                 </td>
                 <td class="mat-mdc-cell px-1 py-2">
-                  <ng-container *ngIf="product2.pricingPerYear" i18n
-                    >Starting from {{ product2.pricingPerYear }} /
-                    year</ng-container
+                  <ng-container *ngIf="product2.pricingPerYear"
+                    ><span i18n>Starting from</span> {{ product2.pricingPerYear
+                    }} / <span i18n>year</span></ng-container
                   >
                 </td>
               </tr>
@@ -229,24 +230,27 @@
         </section>
         <section class="mb-4">
           <ul class="list-inline">
-            <li class="list-inline-item">
-              <span class="badge badge-light">{{ product1.name }}</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">{{ product2.name }}</span>
-            </li>
             <li class="list-inline-item">
               <span class="badge badge-light">Alternative</span>
             </li>
             <li class="list-inline-item">
               <span class="badge badge-light">App</span>
             </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Budgeting</span>
+            </li>
             <li class="list-inline-item">
               <span class="badge badge-light">Community</span>
             </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Family Office</span>
+            </li>
             <li class="list-inline-item">
               <span class="badge badge-light">Fintech</span>
             </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">{{ product1.name }}</span>
+            </li>
             <li class="list-inline-item">
               <span class="badge badge-light">Investment</span>
             </li>
@@ -280,9 +284,15 @@
             <li class="list-inline-item">
               <span class="badge badge-light">Wealth</span>
             </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">WealthTech</span>
+            </li>
             <li class="list-inline-item">
               <span class="badge badge-light">Wealth Management</span>
             </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">{{ product2.name }}</span>
+            </li>
           </ul>
         </section>
         <nav aria-label="breadcrumb">

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

@@ -6,10 +6,13 @@ import { BasilFinancePageComponent } from './products/basil-finance-page.compone
 import { BeanvestPageComponent } from './products/beanvest-page.component';
 import { CapitallyPageComponent } from './products/capitally-page.component';
 import { CapMonPageComponent } from './products/capmon-page.component';
+import { CompoundPlanningPageComponent } from './products/compound-planning-page.component';
 import { CopilotMoneyPageComponent } from './products/copilot-money-page.component';
+import { DeFiPageComponent } from './products/de.fi-page.component';
 import { DeltaPageComponent } from './products/delta-page.component';
 import { DivvyDiaryPageComponent } from './products/divvydiary-page.component';
 import { EightFiguresPageComponent } from './products/eightfigures-page.component';
+import { EmpowerPageComponent } from './products/empower-page.component';
 import { ExirioPageComponent } from './products/exirio-page.component';
 import { FinaryPageComponent } from './products/finary-page.component';
 import { FinWisePageComponent } from './products/finwise-page.component';
@@ -37,9 +40,11 @@ import { SnowballAnalyticsPageComponent } from './products/snowball-analytics-pa
 import { StocklePageComponent } from './products/stockle-page.component';
 import { StockMarketEyePageComponent } from './products/stockmarketeye-page.component';
 import { SumioPageComponent } from './products/sumio-page.component';
+import { TillerPageComponent } from './products/tiller-page.component';
 import { UtlunaPageComponent } from './products/utluna-page.component';
 import { VyzerPageComponent } from './products/vyzer-page.component';
 import { WealthicaPageComponent } from './products/wealthica-page.component';
+import { WhalPageComponent } from './products/whal-page.component';
 import { YeekateePageComponent } from './products/yeekatee-page.component';
 import { YnabPageComponent } from './products/ynab-page.component';
 
@@ -62,7 +67,6 @@ export const products: Product[] = [
     ],
     name: 'Ghostfolio',
     origin: $localize`Switzerland`,
-    pricingPerYear: '$24',
     region: $localize`Global`,
     slogan: 'Open Source Wealth Management',
     useAnonymously: true
@@ -125,6 +129,14 @@ export const products: Product[] = [
     note: 'CapMon.org has discontinued in 2023',
     slogan: 'Next Generation Assets Tracking'
   },
+  {
+    component: CompoundPlanningPageComponent,
+    founded: 2019,
+    key: 'compound-planning',
+    name: 'Compound Planning',
+    origin: $localize`United States`,
+    slogan: 'Modern Wealth & Investment Management'
+  },
   {
     component: CopilotMoneyPageComponent,
     founded: 2019,
@@ -136,6 +148,14 @@ export const products: Product[] = [
     pricingPerYear: '$70',
     slogan: 'Do money better with Copilot'
   },
+  {
+    component: DeFiPageComponent,
+    founded: 2020,
+    key: 'de.fi',
+    languages: ['English'],
+    name: 'De.Fi',
+    slogan: 'DeFi Portfolio Tracker'
+  },
   {
     component: DeltaPageComponent,
     founded: 2017,
@@ -159,6 +179,16 @@ export const products: Product[] = [
     pricingPerYear: '€65',
     slogan: 'Your personal Dividend Calendar'
   },
+  {
+    component: EmpowerPageComponent,
+    founded: 2009,
+    hasSelfHostingAbility: false,
+    key: 'empower',
+    name: 'Empower',
+    note: 'Originally named as Personal Capital',
+    origin: $localize`United States`,
+    slogan: 'Get answers to your money questions'
+  },
   {
     alias: '8figures',
     component: EightFiguresPageComponent,
@@ -455,6 +485,17 @@ export const products: Product[] = [
     pricingPerYear: '$20',
     slogan: 'Sum up and build your wealth.'
   },
+  {
+    component: TillerPageComponent,
+    founded: 2016,
+    hasFreePlan: false,
+    key: 'tiller',
+    name: 'Tiller',
+    origin: $localize`United States`,
+    pricingPerYear: '$79',
+    slogan:
+      'Your financial life in a spreadsheet, automatically updated each day'
+  },
   {
     component: UtlunaPageComponent,
     hasFreePlan: true,
@@ -489,14 +530,23 @@ export const products: Product[] = [
     pricingPerYear: '$50',
     slogan: 'See all your investments in one place'
   },
+  {
+    component: WhalPageComponent,
+    key: 'whal',
+    name: 'Whal',
+    origin: $localize`United States`,
+    slogan: 'Manage your investments in one place'
+  },
   {
     component: YeekateePageComponent,
     founded: 2021,
+    hasFreePlan: true,
     hasSelfHostingAbility: false,
     key: 'yeekatee',
+    languages: ['Deutsch', 'English', 'Español', 'Français', 'Italiano'],
     name: 'yeekatee',
     origin: $localize`Switzerland`,
-    region: $localize`Switzerland`,
+    region: $localize`Global`,
     slogan: 'Connect. Share. Invest.'
   },
   {

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

@@ -4,6 +4,7 @@ import { MatButtonModule } from '@angular/material/button';
 import { RouterModule } from '@angular/router';
 
 import { products } from '../products';
+import { BaseProductPageComponent } from './base-page.component';
 
 @Component({
   host: { class: 'page' },
@@ -13,7 +14,7 @@ import { products } from '../products';
   styleUrls: ['../product-page-template.scss'],
   templateUrl: '../product-page-template.html'
 })
-export class AllvueSystemsPageComponent {
+export class AllvueSystemsPageComponent extends BaseProductPageComponent {
   public product1 = products.find(({ key }) => {
     return key === 'ghostfolio';
   });

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

@@ -4,6 +4,7 @@ import { MatButtonModule } from '@angular/material/button';
 import { RouterModule } from '@angular/router';
 
 import { products } from '../products';
+import { BaseProductPageComponent } from './base-page.component';
 
 @Component({
   host: { class: 'page' },
@@ -13,7 +14,7 @@ import { products } from '../products';
   styleUrls: ['../product-page-template.scss'],
   templateUrl: '../product-page-template.html'
 })
-export class AltooPageComponent {
+export class AltooPageComponent extends BaseProductPageComponent {
   public product1 = products.find(({ key }) => {
     return key === 'ghostfolio';
   });

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

@@ -0,0 +1,18 @@
+import { Component, OnInit } from '@angular/core';
+import { DataService } from '@ghostfolio/client/services/data.service';
+
+@Component({
+  selector: 'gf-base-product-page',
+  template: ''
+})
+export class BaseProductPageComponent implements OnInit {
+  public price: number;
+
+  public constructor(private dataService: DataService) {}
+
+  public ngOnInit() {
+    const { subscriptions } = this.dataService.fetchInfo();
+
+    this.price = subscriptions?.default?.price;
+  }
+}