Release 2.64.0 (#3161)

* Increase request timeout

* Update changelog

.env.dev

@@ -0,0 +1,25 @@
+COMPOSE_PROJECT_NAME=ghostfolio-development
+
+# CACHE
+REDIS_HOST=localhost
+REDIS_PORT=6379
+REDIS_PASSWORD=<INSERT_REDIS_PASSWORD>
+
+# POSTGRES
+POSTGRES_DB=ghostfolio-db
+POSTGRES_USER=user
+POSTGRES_PASSWORD=<INSERT_POSTGRES_PASSWORD>
+
+# VARIOUS
+ACCESS_TOKEN_SALT=<INSERT_RANDOM_STRING>
+DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?connect_timeout=300&sslmode=prefer
+JWT_SECRET_KEY=<INSERT_RANDOM_STRING>
+
+# DEVELOPMENT
+
+# Nx 18 enables using plugins to infer targets by default
+# This is disabled for existing workspaces to maintain compatibility
+# For more info, see: https://nx.dev/concepts/inferred-tasks
+NX_ADD_PLUGINS=false
+
+NX_NATIVE_COMMAND_RUNNER=false

.env.example

@@ -1,4 +1,4 @@
-COMPOSE_PROJECT_NAME=ghostfolio-development
+COMPOSE_PROJECT_NAME=ghostfolio
 
 # CACHE
 REDIS_HOST=localhost
@@ -10,6 +10,7 @@ POSTGRES_DB=ghostfolio-db
 POSTGRES_USER=user
 POSTGRES_PASSWORD=<INSERT_POSTGRES_PASSWORD>
 
+# VARIOUS
 ACCESS_TOKEN_SALT=<INSERT_RANDOM_STRING>
 DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?connect_timeout=300&sslmode=prefer
 JWT_SECRET_KEY=<INSERT_RANDOM_STRING>

CHANGELOG.md

@@ -5,6 +5,132 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## 2.64.0 - 2024-03-16
+
+### Added
+
+- Added a toggle to switch between active and closed holdings on the portfolio holdings page
+- Added support to update the cash balance of an account when adding a fee activity
+- Added support to update the cash balance of an account when adding an interest activity
+- Extended the content of the _General_ section by the product roadmap on the Frequently Asked Questions (FAQ) page
+
+### Changed
+
+- Improved the usability of the platform management in the admin control panel
+- Improved the usability of the tag management in the admin control panel
+- Improved the exception handling of various rules in the _X-ray_ section
+- Increased the timeout to load benchmarks
+- Upgraded `prisma` from version `5.10.2` to `5.11.0`
+
+### Fixed
+
+- Fixed an issue in the dividend calculation of the portfolio holdings
+- Fixed the date conversion of the import of historical market data in the admin control panel
+
+## 2.63.2 - 2024-03-12
+
+### Added
+
+- Extended the content of the _Self-Hosting_ section by available home server systems on the Frequently Asked Questions (FAQ) page
+- Added support for the cryptocurrency _Real Smurf Cat_ (`SMURFCAT-USD`)
+
+### Changed
+
+- Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `8.3` to `9.0`
+- Upgraded `countries-list` from version `2.6.1` to `3.1.0`
+- Upgraded `yahoo-finance2` from version `2.9.1` to `2.10.0`
+
+### Fixed
+
+- Fixed an issue in the performance calculation caused by multiple `SELL` activities on the same day
+- Fixed an issue in the calculation on the allocations page caused by liabilities
+- Fixed an issue with the currency in the request to get quotes from _EOD Historical Data_
+
+## 2.62.0 - 2024-03-09
+
+### Changed
+
+- Optimized the calculation of the accounts table
+- Optimized the calculation of the portfolio holdings
+- Integrated dividend into the transaction point concept in the portfolio service
+- Removed the environment variable `WEB_AUTH_RP_ID`
+
+### Fixed
+
+- Fixed an issue in the calculation of the portfolio summary caused by future liabilities
+- Fixed an issue with removing a linked account from a (wealth) item activity
+
+## 2.61.1 - 2024-03-06
+
+### Fixed
+
+- Fixed an issue in the account value calculation caused by liabilities
+
+## 2.61.0 - 2024-03-04
+
+### Changed
+
+- Optimized the calculation of the portfolio summary
+
+### Fixed
+
+- Fixed the activities import (query parameter handling)
+
+## 2.60.0 - 2024-03-02
+
+### Added
+
+- Added support for the cryptocurrency _Uniswap_ (`UNI7083-USD`)
+
+### Changed
+
+- Improved the usability of the benchmarks in the markets overview
+- Integrated (wealth) items into the transaction point concept in the portfolio service
+- Refreshed the cryptocurrencies list
+
+### Fixed
+
+- Fixed a missing value in the activities table on mobile
+- Fixed a missing value on the public page
+- Displayed the button to fetch the current market price only if the activity is from today
+
+## 2.59.0 - 2024-02-29
+
+### Added
+
+- Added an index for `isExcluded` to the account database table
+- Extended the content of the _Self-Hosting_ section on the Frequently Asked Questions (FAQ) page
+
+### Changed
+
+- Improved the activities import by `isin` in the _Yahoo Finance_ service
+
+### Fixed
+
+- Fixed an issue with the exchange rate calculation of (wealth) items in accounts
+
+## 2.58.0 - 2024-02-27
+
+### Changed
+
+- Improved the handling of activities without account
+
+### Fixed
+
+- Fixed the query to filter activities of excluded accounts
+- Improved the asset profile validation in the activities import
+
+## 2.57.0 - 2024-02-25
+
+### Changed
+
+- Moved the break down of the performance into asset and currency on the analysis page from experimental to general availability
+- Restructured the `copy-assets` `Nx` target
+
+### Fixed
+
+- Changed the performances of the _Top 3_ and _Bottom 3_ performers on the analysis page to take the currency effects into account
+
 ## 2.56.0 - 2024-02-24
 
 ### Changed

README.md

@@ -144,7 +144,7 @@ docker compose --env-file ./.env -f docker/docker-compose.build.yml up -d
 
 ### Home Server Systems (Community)
 
-Ghostfolio is available for various home server systems, including [Runtipi](https://www.runtipi.io/docs/apps-available), [TrueCharts](https://truecharts.org/charts/stable/ghostfolio), [Umbrel](https://apps.umbrel.com/app/ghostfolio), and [Unraid](https://unraid.net/community/apps?q=ghostfolio).
+Ghostfolio is available for various home server systems, including [CasaOS](https://github.com/bigbeartechworld/big-bear-casaos), [Runtipi](https://www.runtipi.io/docs/apps-available), [TrueCharts](https://truecharts.org/charts/stable/ghostfolio), [Umbrel](https://apps.umbrel.com/app/ghostfolio), and [Unraid](https://unraid.net/community/apps?q=ghostfolio).
 
 ## Development
 
@@ -154,7 +154,7 @@ Ghostfolio is available for various home server systems, including [Runtipi](htt
 - [Node.js](https://nodejs.org/en/download) (version 18+)
 - [Yarn](https://yarnpkg.com/en/docs/install)
 - Create a local copy of this Git repository (clone)
-- Copy the file `.env.example` to `.env` and populate it with your data (`cp .env.example .env`)
+- Copy the file `.env.dev` to `.env` and populate it with your data (`cp .env.dev .env`)
 
 ### Setup
 

apps/api/jest.config.ts

@@ -13,7 +13,6 @@ export default {
   },
   moduleFileExtensions: ['ts', 'js', 'html'],
   coverageDirectory: '../../coverage/apps/api',
-  testTimeout: 10000,
   testEnvironment: 'node',
   preset: '../../jest.preset.js'
 };

apps/api/project.json

@@ -9,12 +9,13 @@
     "build": {
       "executor": "@nx/webpack:webpack",
       "options": {
-        "outputPath": "dist/apps/api",
-        "main": "apps/api/src/main.ts",
-        "tsConfig": "apps/api/tsconfig.app.json",
-        "assets": ["apps/api/src/assets"],
-        "target": "node",
         "compiler": "tsc",
+        "deleteOutputPath": false,
+        "main": "apps/api/src/main.ts",
+        "outputPath": "dist/apps/api",
+        "sourceMap": true,
+        "target": "node",
+        "tsConfig": "apps/api/tsconfig.app.json",
         "webpackConfig": "apps/api/webpack.config.js"
       },
       "configurations": {
@@ -33,6 +34,26 @@
       },
       "outputs": ["{options.outputPath}"]
     },
+    "copy-assets": {
+      "executor": "nx:run-commands",
+      "options": {
+        "commands": [
+          {
+            "command": "shx rm -rf dist/apps/api"
+          },
+          {
+            "command": "shx mkdir -p dist/apps/api/assets/locales"
+          },
+          {
+            "command": "shx cp -r apps/api/src/assets/* dist/apps/api/assets"
+          },
+          {
+            "command": "shx cp -r apps/client/src/locales/* dist/apps/api/assets/locales"
+          }
+        ],
+        "parallel": false
+      }
+    },
     "serve": {
       "executor": "@nx/js:node",
       "options": {

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

@@ -83,7 +83,7 @@ export class AccessController {
     }
 
     try {
-      return await this.accessService.createAccess({
+      return this.accessService.createAccess({
         alias: data.alias || undefined,
         GranteeUser: data.granteeUserId
           ? { connect: { id: data.granteeUserId } }

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

@@ -339,6 +339,6 @@ export class AdminController {
     @Param('key') key: string,
     @Body() data: PropertyDto
   ) {
-    return await this.adminService.putSetting(key, data.value);
+    return this.adminService.putSetting(key, data.value);
   }
 }

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

@@ -71,7 +71,7 @@ export class AdminService {
         );
       }
 
-      return await this.symbolProfileService.add(
+      return this.symbolProfileService.add(
         assetProfiles[symbol] as Prisma.SymbolProfileCreateInput
       );
     } catch (error) {
@@ -440,13 +440,14 @@ export class AdminService {
         },
         createdAt: true,
         id: true,
+        role: true,
         Subscription: true
       },
       take: 30
     });
 
     return usersWithAnalytics.map(
-      ({ _count, Analytics, createdAt, id, Subscription }) => {
+      ({ _count, Analytics, createdAt, id, role, Subscription }) => {
         const daysSinceRegistration =
           differenceInDays(new Date(), createdAt) + 1;
         const engagement = Analytics
@@ -466,6 +467,7 @@ export class AdminService {
           createdAt,
           engagement,
           id,
+          role,
           subscription,
           accountCount: _count.Account || 0,
           country: Analytics?.country,

apps/api/src/app/auth/web-auth.service.ts

@@ -41,7 +41,7 @@ export class WebAuthService {
   ) {}
 
   get rpID() {
-    return this.configurationService.get('WEB_AUTH_RP_ID');
+    return new URL(this.configurationService.get('ROOT_URL')).hostname;
   }
 
   get expectedOrigin() {

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

@@ -110,7 +110,9 @@ export class BenchmarkService {
     const quotes = await this.dataProviderService.getQuotes({
       items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
         return { dataSource, symbol };
-      })
+      }),
+      requestTimeout: ms('30 seconds'),
+      useCache: false
     });
 
     for (const { dataSource, symbol } of benchmarkAssetProfiles) {
@@ -163,7 +165,7 @@ export class BenchmarkService {
       await this.redisCacheService.set(
         this.CACHE_KEY_BENCHMARKS,
         JSON.stringify(benchmarks),
-        ms('4 hours') / 1000
+        ms('2 hours') / 1000
       );
     }
 

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

@@ -43,8 +43,10 @@ export class ImportController {
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async import(
     @Body() importData: ImportDataDto,
-    @Query('dryRun') isDryRun?: boolean
+    @Query('dryRun') isDryRunParam = 'false'
   ): Promise<ImportResponse> {
+    const isDryRun = isDryRunParam === 'true';
+
     if (
       !hasPermission(this.request.user.permissions, permissions.createAccount)
     ) {

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

@@ -570,17 +570,10 @@ export class ImportService {
       [assetProfileIdentifier: string]: Partial<SymbolProfile>;
     } = {};
 
-    const uniqueActivitiesDto = uniqBy(
-      activitiesDto,
-      ({ dataSource, symbol }) => {
-        return getAssetProfileIdentifier({ dataSource, symbol });
-      }
-    );
-
     for (const [
       index,
       { currency, dataSource, symbol, type }
-    ] of uniqueActivitiesDto.entries()) {
+    ] of activitiesDto.entries()) {
       if (!this.configurationService.get('DATA_SOURCES').includes(dataSource)) {
         throw new Error(
           `activities.${index}.dataSource ("${dataSource}") is not valid`
@@ -602,37 +595,33 @@ export class ImportService {
         }
       }
 
-      const assetProfile = {
-        currency,
-        ...(
-          await this.dataProviderService.getAssetProfiles([
-            { dataSource, symbol }
-          ])
-        )?.[symbol]
-      };
+      if (!assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })]) {
+        const assetProfile = {
+          currency,
+          ...(
+            await this.dataProviderService.getAssetProfiles([
+              { dataSource, symbol }
+            ])
+          )?.[symbol]
+        };
 
-      if (type === 'BUY' || type === 'DIVIDEND' || type === 'SELL') {
-        if (!assetProfile?.name) {
-          throw new Error(
-            `activities.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
-          );
+        if (type === 'BUY' || type === 'DIVIDEND' || type === 'SELL') {
+          if (!assetProfile?.name) {
+            throw new Error(
+              `activities.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
+            );
+          }
+
+          if (assetProfile.currency !== currency) {
+            throw new Error(
+              `activities.${index}.currency ("${currency}") does not match with currency of ${assetProfile.symbol} ("${assetProfile.currency}")`
+            );
+          }
         }
 
-        if (
-          assetProfile.currency !== currency &&
-          !this.exchangeRateDataService.hasCurrencyPair(
-            currency,
-            assetProfile.currency
-          )
-        ) {
-          throw new Error(
-            `activities.${index}.currency ("${currency}") does not match with "${assetProfile.currency}" and no exchange rate is available from "${currency}" to "${assetProfile.currency}"`
-          );
-        }
+        assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] =
+          assetProfile;
       }
-
-      assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] =
-        assetProfile;
     }
 
     return assetProfiles;

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

@@ -8,7 +8,7 @@ import {
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
 import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
-import { Filter } from '@ghostfolio/common/interfaces';
+import { Filter, UniqueAsset } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 
 import { Injectable } from '@nestjs/common';
@@ -19,7 +19,7 @@ import {
   Order,
   Prisma,
   Tag,
-  Type as TypeOfOrder
+  Type as ActivityType
 } from '@prisma/client';
 import Big from 'big.js';
 import { endOfToday, isAfter } from 'date-fns';
@@ -70,12 +70,7 @@ export class OrderService {
     const updateAccountBalance = data.updateAccountBalance ?? false;
     const userId = data.userId;
 
-    if (
-      data.type === 'FEE' ||
-      data.type === 'INTEREST' ||
-      data.type === 'ITEM' ||
-      data.type === 'LIABILITY'
-    ) {
+    if (['FEE', 'INTEREST', 'ITEM', 'LIABILITY'].includes(data.type)) {
       const assetClass = data.assetClass;
       const assetSubClass = data.assetSubClass;
       currency = data.SymbolProfile.connectOrCreate.create.currency;
@@ -130,13 +125,9 @@ export class OrderService {
 
     const orderData: Prisma.OrderCreateInput = data;
 
-    const isDraft =
-      data.type === 'FEE' ||
-      data.type === 'INTEREST' ||
-      data.type === 'ITEM' ||
-      data.type === 'LIABILITY'
-        ? false
-        : isAfter(data.date as Date, endOfToday());
+    const isDraft = ['FEE', 'INTEREST', 'ITEM', 'LIABILITY'].includes(data.type)
+      ? false
+      : isAfter(data.date as Date, endOfToday());
 
     const order = await this.prismaService.order.create({
       data: {
@@ -157,7 +148,7 @@ export class OrderService {
         .plus(data.fee)
         .toNumber();
 
-      if (data.type === 'BUY') {
+      if (['BUY', 'FEE'].includes(data.type)) {
         amount = new Big(amount).mul(-1).toNumber();
       }
 
@@ -180,12 +171,7 @@ export class OrderService {
       where
     });
 
-    if (
-      order.type === 'FEE' ||
-      order.type === 'INTEREST' ||
-      order.type === 'ITEM' ||
-      order.type === 'LIABILITY'
-    ) {
+    if (['FEE', 'INTEREST', 'ITEM', 'LIABILITY'].includes(order.type)) {
       await this.symbolProfileService.deleteById(order.symbolProfileId);
     }
 
@@ -200,6 +186,17 @@ export class OrderService {
     return count;
   }
 
+  public async getLatestOrder({ dataSource, symbol }: UniqueAsset) {
+    return this.prismaService.order.findFirst({
+      orderBy: {
+        date: 'desc'
+      },
+      where: {
+        SymbolProfile: { dataSource, symbol }
+      }
+    });
+  }
+
   public async getOrders({
     filters,
     includeDrafts = false,
@@ -218,7 +215,7 @@ export class OrderService {
     sortColumn?: string;
     sortDirection?: Prisma.SortOrder;
     take?: number;
-    types?: TypeOfOrder[];
+    types?: ActivityType[];
     userCurrency: string;
     userId: string;
     withExcludedAccounts?: boolean;
@@ -292,19 +289,14 @@ export class OrderService {
     }
 
     if (types) {
-      where.OR = types.map((type) => {
-        return {
-          type: {
-            equals: type
-          }
-        };
-      });
+      where.type = { in: types };
     }
 
     if (withExcludedAccounts === false) {
-      where.Account = {
-        NOT: { isExcluded: true }
-      };
+      where.OR = [
+        { Account: null },
+        { Account: { NOT: { isExcluded: true } } }
+      ];
     }
 
     const [orders, count] = await Promise.all([
@@ -334,11 +326,13 @@ export class OrderService {
       return {
         ...order,
         value,
+        // TODO: Use exchange rate of date
         feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
           order.fee,
           order.SymbolProfile.currency,
           userCurrency
         ),
+        // TODO: Use exchange rate of date
         valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
           value,
           order.SymbolProfile.currency,
@@ -369,13 +363,10 @@ export class OrderService {
       dataSource?: DataSource;
       symbol?: string;
       tags?: Tag[];
+      type?: ActivityType;
     };
     where: Prisma.OrderWhereUniqueInput;
   }): Promise<Order> {
-    if (data.Account.connect.id_userId.id === null) {
-      delete data.Account;
-    }
-
     if (!data.comment) {
       data.comment = null;
     }
@@ -384,13 +375,12 @@ export class OrderService {
 
     let isDraft = false;
 
-    if (
-      data.type === 'FEE' ||
-      data.type === 'INTEREST' ||
-      data.type === 'ITEM' ||
-      data.type === 'LIABILITY'
-    ) {
+    if (['FEE', 'INTEREST', 'ITEM', 'LIABILITY'].includes(data.type)) {
       delete data.SymbolProfile.connect;
+
+      if (data.Account?.connect?.id_userId?.id === null) {
+        data.Account = { disconnect: true };
+      }
     } else {
       delete data.SymbolProfile.update;
 

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

@@ -43,6 +43,17 @@ function mockGetValue(symbol: string, date: Date) {
 
       return { marketPrice: 0 };
 
+    case 'MSFT':
+      if (isSameDay(parseDate('2021-09-16'), date)) {
+        return { marketPrice: 89.12 };
+      } else if (isSameDay(parseDate('2021-11-16'), date)) {
+        return { marketPrice: 339.51 };
+      } else if (isSameDay(parseDate('2023-07-10'), date)) {
+        return { marketPrice: 331.83 };
+      }
+
+      return { marketPrice: 0 };
+
     case 'NOVN.SW':
       if (isSameDay(parseDate('2022-04-11'), date)) {
         return { marketPrice: 87.8 };

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

@@ -108,6 +108,7 @@ describe('CurrentRateService', () => {
     currentRateService = new CurrentRateService(
       dataProviderService,
       marketDataService,
+      null,
       null
     );
   });

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

@@ -1,3 +1,4 @@
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { resetHours } from '@ghostfolio/common/helper';
@@ -22,6 +23,7 @@ export class CurrentRateService {
   public constructor(
     private readonly dataProviderService: DataProviderService,
     private readonly marketDataService: MarketDataService,
+    private readonly orderService: OrderService,
     @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
 
@@ -121,11 +123,17 @@ export class CurrentRateService {
           });
 
           if (!value) {
+            // Fallback to unit price of latest activity
+            const latestActivity = await this.orderService.getLatestOrder({
+              dataSource,
+              symbol
+            });
+
             value = {
               dataSource,
               symbol,
               date: today,
-              marketPrice: 0
+              marketPrice: latestActivity?.unitPrice ?? 0
             };
 
             response.values.push(value);

apps/api/src/app/portfolio/interfaces/current-positions.interface.ts

@@ -3,7 +3,7 @@ import { ResponseError, TimelinePosition } from '@ghostfolio/common/interfaces';
 import Big from 'big.js';
 
 export interface CurrentPositions extends ResponseError {
-  positions: TimelinePosition[];
+  currentValueInBaseCurrency: Big;
   grossPerformance: Big;
   grossPerformanceWithCurrencyEffect: Big;
   grossPerformancePercentage: Big;
@@ -14,6 +14,6 @@ export interface CurrentPositions extends ResponseError {
   netPerformanceWithCurrencyEffect: Big;
   netPerformancePercentage: Big;
   netPerformancePercentageWithCurrencyEffect: Big;
-  currentValue: Big;
+  positions: TimelinePosition[];
   totalInvestment: Big;
 }

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

@@ -5,7 +5,7 @@ import { PortfolioOrder } from './portfolio-order.interface';
 export interface PortfolioOrderItem extends PortfolioOrder {
   feeInBaseCurrency?: Big;
   feeInBaseCurrencyWithCurrencyEffect?: Big;
-  itemType?: '' | 'start' | 'end';
+  itemType?: 'end' | 'start';
   unitPriceInBaseCurrency?: Big;
   unitPriceInBaseCurrencyWithCurrencyEffect?: Big;
 }

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

@@ -1,4 +1,4 @@
-import { DataSource, Tag, Type as TypeOfOrder } from '@prisma/client';
+import { DataSource, Tag, Type as ActivityType } from '@prisma/client';
 import Big from 'big.js';
 
 export interface PortfolioOrder {
@@ -10,6 +10,6 @@ export interface PortfolioOrder {
   quantity: Big;
   symbol: string;
   tags?: Tag[];
-  type: TypeOfOrder;
+  type: ActivityType;
   unitPrice: Big;
 }

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

@@ -2,8 +2,10 @@ import { DataSource, Tag } from '@prisma/client';
 import Big from 'big.js';
 
 export interface TransactionPointSymbol {
+  averagePrice: Big;
   currency: string;
   dataSource: DataSource;
+  dividend: Big;
   fee: Big;
   firstBuyDate: string;
   investment: Big;

apps/api/src/app/portfolio/portfolio-calculator-baln-buy-and-sell-in-two-activities.spec.ts

@@ -0,0 +1,166 @@
+import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
+import { parseDate } from '@ghostfolio/common/helper';
+
+import Big from 'big.js';
+
+import { CurrentRateServiceMock } from './current-rate.service.mock';
+import { PortfolioCalculator } from './portfolio-calculator';
+
+jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
+  return {
+    // eslint-disable-next-line @typescript-eslint/naming-convention
+    CurrentRateService: jest.fn().mockImplementation(() => {
+      return CurrentRateServiceMock;
+    })
+  };
+});
+
+describe('PortfolioCalculator', () => {
+  let currentRateService: CurrentRateService;
+  let exchangeRateDataService: ExchangeRateDataService;
+
+  beforeEach(() => {
+    currentRateService = new CurrentRateService(null, null, null, null);
+
+    exchangeRateDataService = new ExchangeRateDataService(
+      null,
+      null,
+      null,
+      null
+    );
+  });
+
+  describe('get current positions', () => {
+    it.only('with BALN.SW buy and sell in two activities', async () => {
+      const portfolioCalculator = new PortfolioCalculator({
+        currentRateService,
+        exchangeRateDataService,
+        currency: 'CHF',
+        orders: [
+          {
+            currency: 'CHF',
+            date: '2021-11-22',
+            dataSource: 'YAHOO',
+            fee: new Big(1.55),
+            name: 'Bâloise Holding AG',
+            quantity: new Big(2),
+            symbol: 'BALN.SW',
+            type: 'BUY',
+            unitPrice: new Big(142.9)
+          },
+          {
+            currency: 'CHF',
+            date: '2021-11-30',
+            dataSource: 'YAHOO',
+            fee: new Big(1.65),
+            name: 'Bâloise Holding AG',
+            quantity: new Big(1),
+            symbol: 'BALN.SW',
+            type: 'SELL',
+            unitPrice: new Big(136.6)
+          },
+          {
+            currency: 'CHF',
+            date: '2021-11-30',
+            dataSource: 'YAHOO',
+            fee: new Big(0),
+            name: 'Bâloise Holding AG',
+            quantity: new Big(1),
+            symbol: 'BALN.SW',
+            type: 'SELL',
+            unitPrice: new Big(136.6)
+          }
+        ]
+      });
+
+      portfolioCalculator.computeTransactionPoints();
+
+      const spy = jest
+        .spyOn(Date, 'now')
+        .mockImplementation(() => parseDate('2021-12-18').getTime());
+
+      const chartData = await portfolioCalculator.getChartData({
+        start: parseDate('2021-11-22')
+      });
+
+      const currentPositions = await portfolioCalculator.getCurrentPositions(
+        parseDate('2021-11-22')
+      );
+
+      const investments = portfolioCalculator.getInvestments();
+
+      const investmentsByMonth = portfolioCalculator.getInvestmentsByGroup({
+        data: chartData,
+        groupBy: 'month'
+      });
+
+      spy.mockRestore();
+
+      expect(currentPositions).toEqual({
+        currentValueInBaseCurrency: new Big('0'),
+        errors: [],
+        grossPerformance: new Big('-12.6'),
+        grossPerformancePercentage: new Big('-0.04408677396780965649'),
+        grossPerformancePercentageWithCurrencyEffect: new Big(
+          '-0.04408677396780965649'
+        ),
+        grossPerformanceWithCurrencyEffect: new Big('-12.6'),
+        hasErrors: false,
+        netPerformance: new Big('-15.8'),
+        netPerformancePercentage: new Big('-0.05528341497550734703'),
+        netPerformancePercentageWithCurrencyEffect: new Big(
+          '-0.05528341497550734703'
+        ),
+        netPerformanceWithCurrencyEffect: new Big('-15.8'),
+        positions: [
+          {
+            averagePrice: new Big('0'),
+            currency: 'CHF',
+            dataSource: 'YAHOO',
+            dividend: new Big('0'),
+            dividendInBaseCurrency: new Big('0'),
+            fee: new Big('3.2'),
+            firstBuyDate: '2021-11-22',
+            grossPerformance: new Big('-12.6'),
+            grossPerformancePercentage: new Big('-0.04408677396780965649'),
+            grossPerformancePercentageWithCurrencyEffect: new Big(
+              '-0.04408677396780965649'
+            ),
+            grossPerformanceWithCurrencyEffect: new Big('-12.6'),
+            investment: new Big('0'),
+            investmentWithCurrencyEffect: new Big('0'),
+            netPerformance: new Big('-15.8'),
+            netPerformancePercentage: new Big('-0.05528341497550734703'),
+            netPerformancePercentageWithCurrencyEffect: new Big(
+              '-0.05528341497550734703'
+            ),
+            netPerformanceWithCurrencyEffect: new Big('-15.8'),
+            marketPrice: 148.9,
+            marketPriceInBaseCurrency: 148.9,
+            quantity: new Big('0'),
+            symbol: 'BALN.SW',
+            timeWeightedInvestment: new Big('285.80000000000000396627'),
+            timeWeightedInvestmentWithCurrencyEffect: new Big(
+              '285.80000000000000396627'
+            ),
+            transactionCount: 3,
+            valueInBaseCurrency: new Big('0')
+          }
+        ],
+        totalInvestment: new Big('0'),
+        totalInvestmentWithCurrencyEffect: new Big('0')
+      });
+
+      expect(investments).toEqual([
+        { date: '2021-11-22', investment: new Big('285.8') },
+        { date: '2021-11-30', investment: new Big('0') }
+      ]);
+
+      expect(investmentsByMonth).toEqual([
+        { date: '2021-11-01', investment: 0 },
+        { date: '2021-12-01', investment: 0 }
+      ]);
+    });
+  });
+});

apps/api/src/app/portfolio/portfolio-calculator-baln-buy-and-sell.spec.ts

@@ -21,7 +21,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,
@@ -87,7 +87,7 @@ describe('PortfolioCalculator', () => {
       spy.mockRestore();
 
       expect(currentPositions).toEqual({
-        currentValue: new Big('0'),
+        currentValueInBaseCurrency: new Big('0'),
         errors: [],
         grossPerformance: new Big('-12.6'),
         grossPerformancePercentage: new Big('-0.0440867739678096571'),
@@ -107,6 +107,8 @@ describe('PortfolioCalculator', () => {
             averagePrice: new Big('0'),
             currency: 'CHF',
             dataSource: 'YAHOO',
+            dividend: new Big('0'),
+            dividendInBaseCurrency: new Big('0'),
             fee: new Big('3.2'),
             firstBuyDate: '2021-11-22',
             grossPerformance: new Big('-12.6'),
@@ -129,7 +131,8 @@ describe('PortfolioCalculator', () => {
             symbol: 'BALN.SW',
             timeWeightedInvestment: new Big('285.8'),
             timeWeightedInvestmentWithCurrencyEffect: new Big('285.8'),
-            transactionCount: 2
+            transactionCount: 2,
+            valueInBaseCurrency: new Big('0')
           }
         ],
         totalInvestment: new Big('0'),

apps/api/src/app/portfolio/portfolio-calculator-baln-buy.spec.ts

@@ -21,7 +21,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,
@@ -76,7 +76,7 @@ describe('PortfolioCalculator', () => {
       spy.mockRestore();
 
       expect(currentPositions).toEqual({
-        currentValue: new Big('297.8'),
+        currentValueInBaseCurrency: new Big('297.8'),
         errors: [],
         grossPerformance: new Big('24.6'),
         grossPerformancePercentage: new Big('0.09004392386530014641'),
@@ -96,6 +96,8 @@ describe('PortfolioCalculator', () => {
             averagePrice: new Big('136.6'),
             currency: 'CHF',
             dataSource: 'YAHOO',
+            dividend: new Big('0'),
+            dividendInBaseCurrency: new Big('0'),
             fee: new Big('1.55'),
             firstBuyDate: '2021-11-30',
             grossPerformance: new Big('24.6'),
@@ -118,7 +120,8 @@ describe('PortfolioCalculator', () => {
             symbol: 'BALN.SW',
             timeWeightedInvestment: new Big('273.2'),
             timeWeightedInvestmentWithCurrencyEffect: new Big('273.2'),
-            transactionCount: 1
+            transactionCount: 1,
+            valueInBaseCurrency: new Big('297.8')
           }
         ],
         totalInvestment: new Big('273.2'),

apps/api/src/app/portfolio/portfolio-calculator-btcusd-buy-and-sell-partially.spec.ts

@@ -34,7 +34,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,
@@ -100,7 +100,7 @@ describe('PortfolioCalculator', () => {
       spy.mockRestore();
 
       expect(currentPositions).toEqual({
-        currentValue: new Big('13298.425356'),
+        currentValueInBaseCurrency: new Big('13298.425356'),
         errors: [],
         grossPerformance: new Big('27172.74'),
         grossPerformancePercentage: new Big('42.41978276196153750666'),
@@ -120,6 +120,8 @@ describe('PortfolioCalculator', () => {
             averagePrice: new Big('320.43'),
             currency: 'USD',
             dataSource: 'YAHOO',
+            dividend: new Big('0'),
+            dividendInBaseCurrency: new Big('0'),
             fee: new Big('0'),
             firstBuyDate: '2015-01-01',
             grossPerformance: new Big('27172.74'),
@@ -149,7 +151,8 @@ describe('PortfolioCalculator', () => {
             timeWeightedInvestmentWithCurrencyEffect: new Big(
               '636.79469348020066587024'
             ),
-            transactionCount: 2
+            transactionCount: 2,
+            valueInBaseCurrency: new Big('13298.425356')
           }
         ],
         totalInvestment: new Big('320.43'),

apps/api/src/app/portfolio/portfolio-calculator-googl-buy.spec.ts

@@ -34,7 +34,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,
@@ -89,7 +89,7 @@ describe('PortfolioCalculator', () => {
       spy.mockRestore();
 
       expect(currentPositions).toEqual({
-        currentValue: new Big('103.10483'),
+        currentValueInBaseCurrency: new Big('103.10483'),
         errors: [],
         grossPerformance: new Big('27.33'),
         grossPerformancePercentage: new Big('0.3066651705565529623'),
@@ -109,6 +109,8 @@ describe('PortfolioCalculator', () => {
             averagePrice: new Big('89.12'),
             currency: 'USD',
             dataSource: 'YAHOO',
+            dividend: new Big('0'),
+            dividendInBaseCurrency: new Big('0'),
             fee: new Big('1'),
             firstBuyDate: '2023-01-03',
             grossPerformance: new Big('27.33'),
@@ -132,7 +134,8 @@ describe('PortfolioCalculator', () => {
             tags: undefined,
             timeWeightedInvestment: new Big('89.12'),
             timeWeightedInvestmentWithCurrencyEffect: new Big('82.329056'),
-            transactionCount: 1
+            transactionCount: 1,
+            valueInBaseCurrency: new Big('103.10483')
           }
         ],
         totalInvestment: new Big('89.12'),

apps/api/src/app/portfolio/portfolio-calculator-msft-buy-with-dividend.spec.ts

@@ -0,0 +1,118 @@
+import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
+import { ExchangeRateDataServiceMock } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service.mock';
+import { parseDate } from '@ghostfolio/common/helper';
+
+import Big from 'big.js';
+
+import { CurrentRateServiceMock } from './current-rate.service.mock';
+import { PortfolioCalculator } from './portfolio-calculator';
+
+jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
+  return {
+    // eslint-disable-next-line @typescript-eslint/naming-convention
+    CurrentRateService: jest.fn().mockImplementation(() => {
+      return CurrentRateServiceMock;
+    })
+  };
+});
+
+jest.mock(
+  '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service',
+  () => {
+    return {
+      // eslint-disable-next-line @typescript-eslint/naming-convention
+      ExchangeRateDataService: jest.fn().mockImplementation(() => {
+        return ExchangeRateDataServiceMock;
+      })
+    };
+  }
+);
+
+describe('PortfolioCalculator', () => {
+  let currentRateService: CurrentRateService;
+  let exchangeRateDataService: ExchangeRateDataService;
+
+  beforeEach(() => {
+    currentRateService = new CurrentRateService(null, null, null, null);
+
+    exchangeRateDataService = new ExchangeRateDataService(
+      null,
+      null,
+      null,
+      null
+    );
+  });
+
+  describe('get current positions', () => {
+    it.only('with MSFT buy', async () => {
+      const portfolioCalculator = new PortfolioCalculator({
+        currentRateService,
+        exchangeRateDataService,
+        currency: 'USD',
+        orders: [
+          {
+            currency: 'USD',
+            date: '2021-09-16',
+            dataSource: 'YAHOO',
+            fee: new Big(19),
+            name: 'Microsoft Inc.',
+            quantity: new Big(1),
+            symbol: 'MSFT',
+            type: 'BUY',
+            unitPrice: new Big(298.58)
+          },
+          {
+            currency: 'USD',
+            date: '2021-11-16',
+            dataSource: 'YAHOO',
+            fee: new Big(0),
+            name: 'Microsoft Inc.',
+            quantity: new Big(1),
+            symbol: 'MSFT',
+            type: 'DIVIDEND',
+            unitPrice: new Big(0.62)
+          }
+        ]
+      });
+
+      portfolioCalculator.computeTransactionPoints();
+
+      const spy = jest
+        .spyOn(Date, 'now')
+        .mockImplementation(() => parseDate('2023-07-10').getTime());
+
+      const currentPositions = await portfolioCalculator.getCurrentPositions(
+        parseDate('2023-07-10')
+      );
+
+      spy.mockRestore();
+
+      expect(currentPositions).toMatchObject({
+        errors: [],
+        hasErrors: false,
+        positions: [
+          {
+            averagePrice: new Big('298.58'),
+            currency: 'USD',
+            dataSource: 'YAHOO',
+            dividend: new Big('0.62'),
+            dividendInBaseCurrency: new Big('0.62'),
+            fee: new Big('19'),
+            firstBuyDate: '2021-09-16',
+            investment: new Big('298.58'),
+            investmentWithCurrencyEffect: new Big('298.58'),
+            marketPrice: 331.83,
+            marketPriceInBaseCurrency: 331.83,
+            quantity: new Big('1'),
+            symbol: 'MSFT',
+            tags: undefined,
+            transactionCount: 2
+          }
+        ],
+        totalInvestment: new Big('298.58'),
+        totalInvestmentWithCurrencyEffect: new Big('298.58')
+      });
+    });
+  });
+});

apps/api/src/app/portfolio/portfolio-calculator-no-orders.spec.ts

@@ -21,7 +21,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,
@@ -64,7 +64,7 @@ describe('PortfolioCalculator', () => {
       spy.mockRestore();
 
       expect(currentPositions).toEqual({
-        currentValue: new Big(0),
+        currentValueInBaseCurrency: new Big(0),
         grossPerformance: new Big(0),
         grossPerformancePercentage: new Big(0),
         grossPerformancePercentageWithCurrencyEffect: new Big(0),

apps/api/src/app/portfolio/portfolio-calculator-novn-buy-and-sell-partially.spec.ts

@@ -21,7 +21,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,
@@ -87,7 +87,7 @@ describe('PortfolioCalculator', () => {
       spy.mockRestore();
 
       expect(currentPositions).toEqual({
-        currentValue: new Big('87.8'),
+        currentValueInBaseCurrency: new Big('87.8'),
         errors: [],
         grossPerformance: new Big('21.93'),
         grossPerformancePercentage: new Big('0.15113417083448194384'),
@@ -107,6 +107,8 @@ describe('PortfolioCalculator', () => {
             averagePrice: new Big('75.80'),
             currency: 'CHF',
             dataSource: 'YAHOO',
+            dividend: new Big('0'),
+            dividendInBaseCurrency: new Big('0'),
             fee: new Big('4.25'),
             firstBuyDate: '2022-03-07',
             grossPerformance: new Big('21.93'),
@@ -131,7 +133,8 @@ describe('PortfolioCalculator', () => {
             timeWeightedInvestmentWithCurrencyEffect: new Big(
               '145.10285714285714285714'
             ),
-            transactionCount: 2
+            transactionCount: 2,
+            valueInBaseCurrency: new Big('87.8')
           }
         ],
         totalInvestment: new Big('75.80'),

apps/api/src/app/portfolio/portfolio-calculator-novn-buy-and-sell.spec.ts

@@ -21,7 +21,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,
@@ -113,7 +113,7 @@ describe('PortfolioCalculator', () => {
       });
 
       expect(currentPositions).toEqual({
-        currentValue: new Big('0'),
+        currentValueInBaseCurrency: new Big('0'),
         errors: [],
         grossPerformance: new Big('19.86'),
         grossPerformancePercentage: new Big('0.13100263852242744063'),
@@ -133,6 +133,8 @@ describe('PortfolioCalculator', () => {
             averagePrice: new Big('0'),
             currency: 'CHF',
             dataSource: 'YAHOO',
+            dividend: new Big('0'),
+            dividendInBaseCurrency: new Big('0'),
             fee: new Big('0'),
             firstBuyDate: '2022-03-07',
             grossPerformance: new Big('19.86'),
@@ -155,7 +157,8 @@ describe('PortfolioCalculator', () => {
             symbol: 'NOVN.SW',
             timeWeightedInvestment: new Big('151.6'),
             timeWeightedInvestmentWithCurrencyEffect: new Big('151.6'),
-            transactionCount: 2
+            transactionCount: 2,
+            valueInBaseCurrency: new Big('0')
           }
         ],
         totalInvestment: new Big('0'),

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

@@ -10,7 +10,7 @@ describe('PortfolioCalculator', () => {
   let exchangeRateDataService: ExchangeRateDataService;
 
   beforeEach(() => {
-    currentRateService = new CurrentRateService(null, null, null);
+    currentRateService = new CurrentRateService(null, null, null, null);
 
     exchangeRateDataService = new ExchangeRateDataService(
       null,

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

@@ -1,3 +1,4 @@
+import { getFactor } from '@ghostfolio/api/helper/portfolio.helper';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper';
@@ -12,7 +13,6 @@ import {
 import { GroupBy } from '@ghostfolio/common/types';
 
 import { Logger } from '@nestjs/common';
-import { Type as TypeOfOrder } from '@prisma/client';
 import Big from 'big.js';
 import {
   addDays,
@@ -22,6 +22,7 @@ import {
   format,
   isBefore,
   isSameDay,
+  max,
   subDays
 } from 'date-fns';
 import { cloneDeep, first, isNumber, last, sortBy, uniq } from 'lodash';
@@ -70,40 +71,40 @@ export class PortfolioCalculator {
 
     let lastDate: string = null;
     let lastTransactionPoint: TransactionPoint = null;
+
     for (const order of this.orders) {
       const currentDate = order.date;
 
       let currentTransactionPointItem: TransactionPointSymbol;
       const oldAccumulatedSymbol = symbols[order.symbol];
 
-      const factor = this.getFactor(order.type);
-      const unitPrice = new Big(order.unitPrice);
+      const factor = getFactor(order.type);
+
       if (oldAccumulatedSymbol) {
+        let investment = oldAccumulatedSymbol.investment;
+
         const newQuantity = order.quantity
           .mul(factor)
           .plus(oldAccumulatedSymbol.quantity);
 
-        let investment = new Big(0);
-
-        if (newQuantity.gt(0)) {
-          if (order.type === 'BUY') {
-            investment = oldAccumulatedSymbol.investment.plus(
-              order.quantity.mul(unitPrice)
-            );
-          } else if (order.type === 'SELL') {
-            const averagePrice = oldAccumulatedSymbol.investment.div(
-              oldAccumulatedSymbol.quantity
-            );
-            investment = oldAccumulatedSymbol.investment.minus(
-              order.quantity.mul(averagePrice)
-            );
-          }
+        if (order.type === 'BUY') {
+          investment = oldAccumulatedSymbol.investment.plus(
+            order.quantity.mul(order.unitPrice)
+          );
+        } else if (order.type === 'SELL') {
+          investment = oldAccumulatedSymbol.investment.minus(
+            order.quantity.mul(oldAccumulatedSymbol.averagePrice)
+          );
         }
 
         currentTransactionPointItem = {
           investment,
+          averagePrice: newQuantity.gt(0)
+            ? investment.div(newQuantity)
+            : new Big(0),
           currency: order.currency,
           dataSource: order.dataSource,
+          dividend: new Big(0),
           fee: order.fee.plus(oldAccumulatedSymbol.fee),
           firstBuyDate: oldAccumulatedSymbol.firstBuyDate,
           quantity: newQuantity,
@@ -113,11 +114,13 @@ export class PortfolioCalculator {
         };
       } else {
         currentTransactionPointItem = {
+          averagePrice: order.unitPrice,
           currency: order.currency,
           dataSource: order.dataSource,
+          dividend: new Big(0),
           fee: order.fee,
           firstBuyDate: order.date,
-          investment: unitPrice.mul(order.quantity).mul(factor),
+          investment: order.unitPrice.mul(order.quantity).mul(factor),
           quantity: order.quantity.mul(factor),
           symbol: order.symbol,
           tags: order.tags,
@@ -128,22 +131,28 @@ export class PortfolioCalculator {
       symbols[order.symbol] = currentTransactionPointItem;
 
       const items = lastTransactionPoint?.items ?? [];
+
       const newItems = items.filter(
         (transactionPointItem) => transactionPointItem.symbol !== order.symbol
       );
+
       newItems.push(currentTransactionPointItem);
+
       newItems.sort((a, b) => {
         return a.symbol?.localeCompare(b.symbol);
       });
+
       if (lastDate !== currentDate || lastTransactionPoint === null) {
         lastTransactionPoint = {
           date: currentDate,
           items: newItems
         };
+
         this.transactionPoints.push(lastTransactionPoint);
       } else {
         lastTransactionPoint.items = newItems;
       }
+
       lastDate = currentDate;
     }
   }
@@ -441,16 +450,27 @@ export class PortfolioCalculator {
 
   public async getCurrentPositions(
     start: Date,
-    end = new Date(Date.now())
+    end?: Date
   ): Promise<CurrentPositions> {
-    const transactionPointsBeforeEndDate =
-      this.transactionPoints?.filter((transactionPoint) => {
-        return isBefore(parseDate(transactionPoint.date), end);
-      }) ?? [];
+    const lastTransactionPoint = last(this.transactionPoints);
 
-    if (!transactionPointsBeforeEndDate.length) {
+    let endDate = end;
+
+    if (!endDate) {
+      endDate = new Date(Date.now());
+
+      if (lastTransactionPoint) {
+        endDate = max([endDate, parseDate(lastTransactionPoint.date)]);
+      }
+    }
+
+    const transactionPoints = this.transactionPoints?.filter(({ date }) => {
+      return isBefore(parseDate(date), endDate);
+    });
+
+    if (!transactionPoints.length) {
       return {
-        currentValue: new Big(0),
+        currentValueInBaseCurrency: new Big(0),
         grossPerformance: new Big(0),
         grossPerformancePercentage: new Big(0),
         grossPerformancePercentageWithCurrencyEffect: new Big(0),
@@ -465,41 +485,40 @@ export class PortfolioCalculator {
       };
     }
 
-    const lastTransactionPoint =
-      transactionPointsBeforeEndDate[transactionPointsBeforeEndDate.length - 1];
-
     const currencies: { [symbol: string]: string } = {};
     const dataGatheringItems: IDataGatheringItem[] = [];
     let dates: Date[] = [];
-    let firstIndex = transactionPointsBeforeEndDate.length;
+    let firstIndex = transactionPoints.length;
     let firstTransactionPoint: TransactionPoint = null;
 
     dates.push(resetHours(start));
-    for (const item of transactionPointsBeforeEndDate[firstIndex - 1].items) {
+
+    for (const { currency, dataSource, symbol } of transactionPoints[
+      firstIndex - 1
+    ].items) {
       dataGatheringItems.push({
-        dataSource: item.dataSource,
-        symbol: item.symbol
+        dataSource,
+        symbol
       });
 
-      currencies[item.symbol] = item.currency;
+      currencies[symbol] = currency;
     }
 
-    for (let i = 0; i < transactionPointsBeforeEndDate.length; i++) {
+    for (let i = 0; i < transactionPoints.length; i++) {
       if (
-        !isBefore(parseDate(transactionPointsBeforeEndDate[i].date), start) &&
+        !isBefore(parseDate(transactionPoints[i].date), start) &&
         firstTransactionPoint === null
       ) {
-        firstTransactionPoint = transactionPointsBeforeEndDate[i];
+        firstTransactionPoint = transactionPoints[i];
         firstIndex = i;
       }
+
       if (firstTransactionPoint !== null) {
-        dates.push(
-          resetHours(parseDate(transactionPointsBeforeEndDate[i].date))
-        );
+        dates.push(resetHours(parseDate(transactionPoints[i].date)));
       }
     }
 
-    dates.push(resetHours(end));
+    dates.push(resetHours(endDate));
 
     // Add dates of last week for fallback
     dates.push(subDays(resetHours(new Date()), 7));
@@ -526,7 +545,7 @@ export class PortfolioCalculator {
     let exchangeRatesByCurrency =
       await this.exchangeRateDataService.getExchangeRatesByCurrency({
         currencies: uniq(Object.values(currencies)),
-        endDate: endOfDay(end),
+        endDate: endOfDay(endDate),
         startDate: parseDate(this.transactionPoints?.[0]?.date),
         targetCurrency: this.currency
       });
@@ -562,7 +581,7 @@ export class PortfolioCalculator {
       }
     }
 
-    const endDateString = format(end, DATE_FORMAT);
+    const endDateString = format(endDate, DATE_FORMAT);
 
     if (firstIndex > 0) {
       firstIndex--;
@@ -574,9 +593,9 @@ export class PortfolioCalculator {
     const errors: ResponseError['errors'] = [];
 
     for (const item of lastTransactionPoint.items) {
-      const marketPriceInBaseCurrency = marketSymbolMap[endDateString]?.[
-        item.symbol
-      ]?.mul(
+      const marketPriceInBaseCurrency = (
+        marketSymbolMap[endDateString]?.[item.symbol] ?? item.averagePrice
+      ).mul(
         exchangeRatesByCurrency[`${item.currency}${this.currency}`]?.[
           endDateString
         ]
@@ -594,12 +613,14 @@ export class PortfolioCalculator {
         netPerformanceWithCurrencyEffect,
         timeWeightedInvestment,
         timeWeightedInvestmentWithCurrencyEffect,
+        totalDividend,
+        totalDividendInBaseCurrency,
         totalInvestment,
         totalInvestmentWithCurrencyEffect
       } = this.getSymbolMetrics({
-        end,
         marketSymbolMap,
         start,
+        end: endDate,
         exchangeRates:
           exchangeRatesByCurrency[`${item.currency}${this.currency}`],
         symbol: item.symbol
@@ -608,11 +629,11 @@ export class PortfolioCalculator {
       hasAnySymbolMetricsErrors = hasAnySymbolMetricsErrors || hasErrors;
 
       positions.push({
+        dividend: totalDividend,
+        dividendInBaseCurrency: totalDividendInBaseCurrency,
         timeWeightedInvestment,
         timeWeightedInvestmentWithCurrencyEffect,
-        averagePrice: item.quantity.eq(0)
-          ? new Big(0)
-          : item.investment.div(item.quantity),
+        averagePrice: item.averagePrice,
         currency: item.currency,
         dataSource: item.dataSource,
         fee: item.fee,
@@ -646,7 +667,10 @@ export class PortfolioCalculator {
         quantity: item.quantity,
         symbol: item.symbol,
         tags: item.tags,
-        transactionCount: item.transactionCount
+        transactionCount: item.transactionCount,
+        valueInBaseCurrency: new Big(marketPriceInBaseCurrency).mul(
+          item.quantity
+        )
       });
 
       if (
@@ -715,7 +739,7 @@ export class PortfolioCalculator {
   }
 
   private calculateOverallPerformance(positions: TimelinePosition[]) {
-    let currentValue = new Big(0);
+    let currentValueInBaseCurrency = new Big(0);
     let grossPerformance = new Big(0);
     let grossPerformanceWithCurrencyEffect = new Big(0);
     let hasErrors = false;
@@ -727,14 +751,9 @@ export class PortfolioCalculator {
     let totalTimeWeightedInvestmentWithCurrencyEffect = new Big(0);
 
     for (const currentPosition of positions) {
-      if (
-        currentPosition.investment &&
-        currentPosition.marketPriceInBaseCurrency
-      ) {
-        currentValue = currentValue.plus(
-          new Big(currentPosition.marketPriceInBaseCurrency).mul(
-            currentPosition.quantity
-          )
+      if (currentPosition.valueInBaseCurrency) {
+        currentValueInBaseCurrency = currentValueInBaseCurrency.plus(
+          currentPosition.valueInBaseCurrency
         );
       } else {
         hasErrors = true;
@@ -791,7 +810,7 @@ export class PortfolioCalculator {
     }
 
     return {
-      currentValue,
+      currentValueInBaseCurrency,
       grossPerformance,
       grossPerformanceWithCurrencyEffect,
       hasErrors,
@@ -820,24 +839,6 @@ export class PortfolioCalculator {
     };
   }
 
-  private getFactor(type: TypeOfOrder) {
-    let factor: number;
-
-    switch (type) {
-      case 'BUY':
-        factor = 1;
-        break;
-      case 'SELL':
-        factor = -1;
-        break;
-      default:
-        factor = 0;
-        break;
-    }
-
-    return factor;
-  }
-
   private getSymbolMetrics({
     end,
     exchangeRates,
@@ -889,14 +890,13 @@ export class PortfolioCalculator {
       [date: string]: Big;
     } = {};
 
+    let totalDividend = new Big(0);
+    let totalDividendInBaseCurrency = new Big(0);
     let totalInvestment = new Big(0);
+    let totalInvestmentFromBuyTransactions = new Big(0);
+    let totalInvestmentFromBuyTransactionsWithCurrencyEffect = new Big(0);
     let totalInvestmentWithCurrencyEffect = new Big(0);
-    let totalInvestmentWithGrossPerformanceFromSell = new Big(0);
-
-    let totalInvestmentWithGrossPerformanceFromSellWithCurrencyEffect = new Big(
-      0
-    );
-
+    let totalQuantityFromBuyTransactions = new Big(0);
     let totalUnits = new Big(0);
     let valueAtStartDate: Big;
     let valueAtStartDateWithCurrencyEffect: Big;
@@ -932,6 +932,8 @@ export class PortfolioCalculator {
         timeWeightedInvestmentValues: {},
         timeWeightedInvestmentValuesWithCurrencyEffect: {},
         timeWeightedInvestmentWithCurrencyEffect: new Big(0),
+        totalDividend: new Big(0),
+        totalDividendInBaseCurrency: new Big(0),
         totalInvestment: new Big(0),
         totalInvestmentWithCurrencyEffect: new Big(0)
       };
@@ -972,6 +974,8 @@ export class PortfolioCalculator {
         timeWeightedInvestmentValues: {},
         timeWeightedInvestmentValuesWithCurrencyEffect: {},
         timeWeightedInvestmentWithCurrencyEffect: new Big(0),
+        totalDividend: new Big(0),
+        totalDividendInBaseCurrency: new Big(0),
         totalInvestment: new Big(0),
         totalInvestmentWithCurrencyEffect: new Big(0)
       };
@@ -988,7 +992,7 @@ export class PortfolioCalculator {
       itemType: 'start',
       name: '',
       quantity: new Big(0),
-      type: TypeOfOrder.BUY,
+      type: 'BUY',
       unitPrice: unitPriceAtStartDate
     });
 
@@ -1002,7 +1006,7 @@ export class PortfolioCalculator {
       itemType: 'end',
       name: '',
       quantity: new Big(0),
-      type: TypeOfOrder.BUY,
+      type: 'BUY',
       unitPrice: unitPriceAtEndDate
     });
 
@@ -1029,7 +1033,7 @@ export class PortfolioCalculator {
             feeInBaseCurrency: new Big(0),
             name: '',
             quantity: new Big(0),
-            type: TypeOfOrder.BUY,
+            type: 'BUY',
             unitPrice:
               marketSymbolMap[format(day, DATE_FORMAT)]?.[symbol] ??
               lastUnitPrice
@@ -1042,28 +1046,26 @@ export class PortfolioCalculator {
       }
     }
 
-    // Sort orders so that the start and end placeholder order are at the right
+    // Sort orders so that the start and end placeholder order are at the correct
     // position
-    orders = sortBy(orders, (order) => {
-      let sortIndex = new Date(order.date);
+    orders = sortBy(orders, ({ date, itemType }) => {
+      let sortIndex = new Date(date);
 
-      if (order.itemType === 'start') {
-        sortIndex = addMilliseconds(sortIndex, -1);
-      }
-
-      if (order.itemType === 'end') {
+      if (itemType === 'end') {
         sortIndex = addMilliseconds(sortIndex, 1);
+      } else if (itemType === 'start') {
+        sortIndex = addMilliseconds(sortIndex, -1);
       }
 
       return sortIndex.getTime();
     });
 
-    const indexOfStartOrder = orders.findIndex((order) => {
-      return order.itemType === 'start';
+    const indexOfStartOrder = orders.findIndex(({ itemType }) => {
+      return itemType === 'start';
     });
 
-    const indexOfEndOrder = orders.findIndex((order) => {
-      return order.itemType === 'end';
+    const indexOfEndOrder = orders.findIndex(({ itemType }) => {
+      return itemType === 'end';
     });
 
     let totalInvestmentDays = 0;
@@ -1126,29 +1128,41 @@ export class PortfolioCalculator {
           valueOfInvestmentBeforeTransactionWithCurrencyEffect;
       }
 
-      const transactionInvestment =
-        order.type === 'BUY'
-          ? order.quantity
-              .mul(order.unitPriceInBaseCurrency)
-              .mul(this.getFactor(order.type))
-          : totalUnits.gt(0)
-            ? totalInvestment
-                .div(totalUnits)
-                .mul(order.quantity)
-                .mul(this.getFactor(order.type))
-            : new Big(0);
+      let transactionInvestment = new Big(0);
+      let transactionInvestmentWithCurrencyEffect = new Big(0);
 
-      const transactionInvestmentWithCurrencyEffect =
-        order.type === 'BUY'
-          ? order.quantity
-              .mul(order.unitPriceInBaseCurrencyWithCurrencyEffect)
-              .mul(this.getFactor(order.type))
-          : totalUnits.gt(0)
-            ? totalInvestmentWithCurrencyEffect
-                .div(totalUnits)
-                .mul(order.quantity)
-                .mul(this.getFactor(order.type))
-            : new Big(0);
+      if (order.type === 'BUY') {
+        transactionInvestment = order.quantity
+          .mul(order.unitPriceInBaseCurrency)
+          .mul(getFactor(order.type));
+
+        transactionInvestmentWithCurrencyEffect = order.quantity
+          .mul(order.unitPriceInBaseCurrencyWithCurrencyEffect)
+          .mul(getFactor(order.type));
+
+        totalQuantityFromBuyTransactions =
+          totalQuantityFromBuyTransactions.plus(order.quantity);
+
+        totalInvestmentFromBuyTransactions =
+          totalInvestmentFromBuyTransactions.plus(transactionInvestment);
+
+        totalInvestmentFromBuyTransactionsWithCurrencyEffect =
+          totalInvestmentFromBuyTransactionsWithCurrencyEffect.plus(
+            transactionInvestmentWithCurrencyEffect
+          );
+      } else if (order.type === 'SELL') {
+        if (totalUnits.gt(0)) {
+          transactionInvestment = totalInvestment
+            .div(totalUnits)
+            .mul(order.quantity)
+            .mul(getFactor(order.type));
+          transactionInvestmentWithCurrencyEffect =
+            totalInvestmentWithCurrencyEffect
+              .div(totalUnits)
+              .mul(order.quantity)
+              .mul(getFactor(order.type));
+        }
+      }
 
       if (PortfolioCalculator.ENABLE_LOGGING) {
         console.log('totalInvestment', totalInvestment.toNumber());
@@ -1202,9 +1216,16 @@ export class PortfolioCalculator {
         order.feeInBaseCurrencyWithCurrencyEffect ?? 0
       );
 
-      totalUnits = totalUnits.plus(
-        order.quantity.mul(this.getFactor(order.type))
-      );
+      totalUnits = totalUnits.plus(order.quantity.mul(getFactor(order.type)));
+
+      if (order.type === 'DIVIDEND') {
+        const dividend = order.quantity.mul(order.unitPrice);
+
+        totalDividend = totalDividend.plus(dividend);
+        totalDividendInBaseCurrency = totalDividendInBaseCurrency.plus(
+          dividend.mul(exchangeRateAtOrderDate ?? 1)
+        );
+      }
 
       const valueOfInvestment = totalUnits.mul(order.unitPriceInBaseCurrency);
 
@@ -1213,14 +1234,14 @@ export class PortfolioCalculator {
       );
 
       const grossPerformanceFromSell =
-        order.type === TypeOfOrder.SELL
+        order.type === 'SELL'
           ? order.unitPriceInBaseCurrency
               .minus(lastAveragePrice)
               .mul(order.quantity)
           : new Big(0);
 
       const grossPerformanceFromSellWithCurrencyEffect =
-        order.type === TypeOfOrder.SELL
+        order.type === 'SELL'
           ? order.unitPriceInBaseCurrencyWithCurrencyEffect
               .minus(lastAveragePriceWithCurrencyEffect)
               .mul(order.quantity)
@@ -1235,35 +1256,21 @@ export class PortfolioCalculator {
           grossPerformanceFromSellWithCurrencyEffect
         );
 
-      totalInvestmentWithGrossPerformanceFromSell =
-        totalInvestmentWithGrossPerformanceFromSell
-          .plus(transactionInvestment)
-          .plus(grossPerformanceFromSell);
-
-      totalInvestmentWithGrossPerformanceFromSellWithCurrencyEffect =
-        totalInvestmentWithGrossPerformanceFromSellWithCurrencyEffect
-          .plus(transactionInvestmentWithCurrencyEffect)
-          .plus(grossPerformanceFromSellWithCurrencyEffect);
-
-      lastAveragePrice = totalUnits.eq(0)
+      lastAveragePrice = totalQuantityFromBuyTransactions.eq(0)
         ? new Big(0)
-        : totalInvestmentWithGrossPerformanceFromSell.div(totalUnits);
+        : totalInvestmentFromBuyTransactions.div(
+            totalQuantityFromBuyTransactions
+          );
 
-      lastAveragePriceWithCurrencyEffect = totalUnits.eq(0)
+      lastAveragePriceWithCurrencyEffect = totalQuantityFromBuyTransactions.eq(
+        0
+      )
         ? new Big(0)
-        : totalInvestmentWithGrossPerformanceFromSellWithCurrencyEffect.div(
-            totalUnits
+        : totalInvestmentFromBuyTransactionsWithCurrencyEffect.div(
+            totalQuantityFromBuyTransactions
           );
 
       if (PortfolioCalculator.ENABLE_LOGGING) {
-        console.log(
-          'totalInvestmentWithGrossPerformanceFromSell',
-          totalInvestmentWithGrossPerformanceFromSell.toNumber()
-        );
-        console.log(
-          'totalInvestmentWithGrossPerformanceFromSellWithCurrencyEffect',
-          totalInvestmentWithGrossPerformanceFromSellWithCurrencyEffect.toNumber()
-        );
         console.log(
           'grossPerformanceFromSells',
           grossPerformanceFromSells.toNumber()
@@ -1297,7 +1304,7 @@ export class PortfolioCalculator {
           grossPerformanceWithCurrencyEffect;
       }
 
-      if (i > indexOfStartOrder) {
+      if (i > indexOfStartOrder && ['BUY', 'SELL'].includes(order.type)) {
         // Only consider periods with an investment for the calculation of
         // the time weighted investment
         if (valueOfInvestmentBeforeTransaction.gt(0)) {
@@ -1309,11 +1316,10 @@ export class PortfolioCalculator {
             orderDate,
             previousOrderDate
           );
-
-          // Set to at least 1 day, otherwise the transactions on the same day
-          // would not be considered in the time weighted calculation
           if (daysSinceLastOrder <= 0) {
-            daysSinceLastOrder = 1;
+            // The time between two activities on the same day is unknown
+            // -> Set it to the smallest floating point number greater than 0
+            daysSinceLastOrder = Number.EPSILON;
           }
 
           // Sum up the total investment days since the start date to calculate
@@ -1491,6 +1497,7 @@ export class PortfolioCalculator {
         Time weighted investment with currency effect: ${timeWeightedAverageInvestmentBetweenStartAndEndDateWithCurrencyEffect.toFixed(
           2
         )}
+        Total dividend: ${totalDividend.toFixed(2)}
         Gross performance: ${totalGrossPerformance.toFixed(
           2
         )} / ${grossPerformancePercentage.mul(100).toFixed(2)}%
@@ -1528,6 +1535,8 @@ export class PortfolioCalculator {
       netPerformanceValuesWithCurrencyEffect,
       timeWeightedInvestmentValues,
       timeWeightedInvestmentValuesWithCurrencyEffect,
+      totalDividend,
+      totalDividendInBaseCurrency,
       totalInvestment,
       totalInvestmentWithCurrencyEffect,
       grossPerformance: totalGrossPerformance,

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

@@ -1,4 +1,5 @@
 import { AccessService } from '@ghostfolio/api/app/access/access.service';
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import {
@@ -11,6 +12,7 @@ import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interc
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import {
   DEFAULT_CURRENCY,
   HEADER_KEY_IMPERSONATION
@@ -18,6 +20,7 @@ import {
 import {
   PortfolioDetails,
   PortfolioDividends,
+  PortfolioHoldingsResponse,
   PortfolioInvestments,
   PortfolioPerformanceResponse,
   PortfolioPublicDetails,
@@ -57,6 +60,8 @@ export class PortfolioController {
     private readonly apiService: ApiService,
     private readonly configurationService: ConfigurationService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
+    private readonly impersonationService: ImpersonationService,
+    private readonly orderService: OrderService,
     private readonly portfolioService: PortfolioService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly userService: UserService
@@ -71,8 +76,11 @@ export class PortfolioController {
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('range') dateRange: DateRange = 'max',
-    @Query('tags') filterByTags?: string
+    @Query('tags') filterByTags?: string,
+    @Query('withLiabilities') withLiabilitiesParam = 'false'
   ): Promise<PortfolioDetails & { hasError: boolean }> {
+    const withLiabilities = withLiabilitiesParam === 'true';
+
     let hasDetails = true;
     let hasError = false;
     const hasReadRestrictedAccessPermission =
@@ -91,21 +99,15 @@ export class PortfolioController {
       filterByTags
     });
 
-    const {
-      accounts,
-      filteredValueInBaseCurrency,
-      filteredValueInPercentage,
-      hasErrors,
-      holdings,
-      platforms,
-      summary,
-      totalValueInBaseCurrency
-    } = await this.portfolioService.getDetails({
-      dateRange,
-      filters,
-      impersonationId,
-      userId: this.request.user.id
-    });
+    const { accounts, hasErrors, holdings, platforms, summary } =
+      await this.portfolioService.getDetails({
+        dateRange,
+        filters,
+        impersonationId,
+        withLiabilities,
+        userId: this.request.user.id,
+        withSummary: true
+      });
 
     if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
       hasError = true;
@@ -160,19 +162,21 @@ export class PortfolioController {
         'currentGrossPerformanceWithCurrencyEffect',
         'currentNetPerformance',
         'currentNetPerformanceWithCurrencyEffect',
+        'currentNetWorth',
         'currentValue',
-        'dividend',
+        'dividendInBaseCurrency',
         'emergencyFund',
         'excludedAccountsAndActivities',
         'fees',
+        'filteredValueInBaseCurrency',
         'fireWealth',
         'interest',
         'items',
         'liabilities',
-        'netWorth',
         'totalBuy',
         'totalInvestment',
-        'totalSell'
+        'totalSell',
+        'totalValueInBaseCurrency'
       ]);
     }
 
@@ -199,12 +203,9 @@ export class PortfolioController {
 
     return {
       accounts,
-      filteredValueInBaseCurrency,
-      filteredValueInPercentage,
       hasError,
       holdings,
       platforms,
-      totalValueInBaseCurrency,
       summary: portfolioSummary
     };
   }
@@ -231,11 +232,21 @@ export class PortfolioController {
       filterByTags
     });
 
-    let dividends = await this.portfolioService.getDividends({
-      dateRange,
+    const impersonationUserId =
+      await this.impersonationService.validateImpersonationId(impersonationId);
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
+
+    const { activities } = await this.orderService.getOrders({
       filters,
-      groupBy,
-      impersonationId
+      userCurrency,
+      userId: impersonationUserId || this.request.user.id,
+      types: ['DIVIDEND']
+    });
+
+    let dividends = await this.portfolioService.getDividends({
+      activities,
+      dateRange,
+      groupBy
     });
 
     if (
@@ -265,6 +276,35 @@ export class PortfolioController {
     return { dividends };
   }
 
+  @Get('holdings')
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseInterceptors(RedactValuesInResponseInterceptor)
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
+  public async getHoldings(
+    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('holdingType') filterByHoldingType?: string,
+    @Query('query') filterBySearchQuery?: string,
+    @Query('tags') filterByTags?: string
+  ): Promise<PortfolioHoldingsResponse> {
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByHoldingType,
+      filterBySearchQuery,
+      filterByTags
+    });
+
+    const { holdings } = await this.portfolioService.getDetails({
+      filters,
+      impersonationId,
+      userId: this.request.user.id
+    });
+
+    return { holdings: Object.values(holdings) };
+  }
+
   @Get('investments')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getInvestments(
@@ -342,8 +382,12 @@ export class PortfolioController {
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string,
-    @Query('withExcludedAccounts') withExcludedAccounts = false
+    @Query('withExcludedAccounts') withExcludedAccountsParam = 'false',
+    @Query('withItems') withItemsParam = 'false'
   ): Promise<PortfolioPerformanceResponse> {
+    const withExcludedAccounts = withExcludedAccountsParam === 'true';
+    const withItems = withItemsParam === 'true';
+
     const hasReadRestrictedAccessPermission =
       this.userService.hasReadRestrictedAccessPermission({
         impersonationId,
@@ -361,6 +405,7 @@ export class PortfolioController {
       filters,
       impersonationId,
       withExcludedAccounts,
+      withItems,
       userId: this.request.user.id
     });
 
@@ -425,6 +470,10 @@ export class PortfolioController {
           return nullifyValuesInObject(item, ['totalInvestment', 'value']);
         }
       );
+      performanceInformation.performance = nullifyValuesInObject(
+        performanceInformation.performance,
+        ['currentNetPerformance', 'currentNetPerformancePercent']
+      );
     }
 
     return performanceInformation;
@@ -479,7 +528,6 @@ export class PortfolioController {
     }
 
     const { holdings } = await this.portfolioService.getDetails({
-      dateRange: 'max',
       filters: [{ id: 'EQUITY', type: 'ASSET_CLASS' }],
       impersonationId: access.userId,
       userId: user.id
@@ -511,7 +559,8 @@ export class PortfolioController {
         dateOfFirstActivity: portfolioPosition.dateOfFirstActivity,
         markets: hasDetails ? portfolioPosition.markets : undefined,
         name: portfolioPosition.name,
-        netPerformancePercent: portfolioPosition.netPerformancePercent,
+        netPerformancePercentWithCurrencyEffect:
+          portfolioPosition.netPerformancePercentWithCurrencyEffect,
         sectors: hasDetails ? portfolioPosition.sectors : [],
         symbol: portfolioPosition.symbol,
         url: portfolioPosition.url,

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

@@ -7,6 +7,7 @@ import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.s
 import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-order.interface';
 import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
+import { getFactor } from '@ghostfolio/api/helper/portfolio.helper';
 import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
 import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
 import { CurrencyClusterRiskBaseCurrencyCurrentInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/base-currency-current-investment';
@@ -23,7 +24,12 @@ import {
   MAX_CHART_ITEMS,
   UNKNOWN_KEY
 } from '@ghostfolio/common/config';
-import { DATE_FORMAT, getSum, parseDate } from '@ghostfolio/common/helper';
+import {
+  DATE_FORMAT,
+  getAllActivityTypes,
+  getSum,
+  parseDate
+} from '@ghostfolio/common/helper';
 import {
   Accounts,
   EnhancedSymbolProfile,
@@ -62,6 +68,7 @@ import {
   Tag
 } from '@prisma/client';
 import Big from 'big.js';
+import { isUUID } from 'class-validator';
 import {
   differenceInDays,
   format,
@@ -119,7 +126,7 @@ export class PortfolioService {
     userId: string;
     withExcludedAccounts?: boolean;
   }): Promise<AccountWithValue[]> {
-    const where: Prisma.AccountWhereInput = { userId: userId };
+    const where: Prisma.AccountWhereInput = { userId };
 
     const accountFilter = filters?.find(({ type }) => {
       return type === 'ACCOUNT';
@@ -216,29 +223,18 @@ export class PortfolioService {
   }
 
   public async getDividends({
-    dateRange,
-    filters,
-    groupBy,
-    impersonationId
+    activities,
+    dateRange = 'max',
+    groupBy
   }: {
-    dateRange: DateRange;
-    filters?: Filter[];
+    activities: Activity[];
+    dateRange?: DateRange;
     groupBy?: GroupBy;
-    impersonationId: string;
   }): Promise<InvestmentItem[]> {
-    const userId = await this.getUserId(impersonationId, this.request.user.id);
-
-    const { activities } = await this.orderService.getOrders({
-      filters,
-      userId,
-      types: ['DIVIDEND'],
-      userCurrency: this.request.user.Settings.settings.baseCurrency
-    });
-
-    let dividends = activities.map((dividend) => {
+    let dividends = activities.map(({ date, valueInBaseCurrency }) => {
       return {
-        date: format(dividend.date, DATE_FORMAT),
-        investment: dividend.valueInBaseCurrency
+        date: format(date, DATE_FORMAT),
+        investment: valueInBaseCurrency
       };
     });
 
@@ -275,7 +271,8 @@ export class PortfolioService {
       await this.getTransactionPoints({
         filters,
         userId,
-        includeDrafts: true
+        includeDrafts: true,
+        types: ['BUY', 'SELL']
       });
 
     if (transactionPoints.length === 0) {
@@ -297,10 +294,9 @@ export class PortfolioService {
     const { items } = await this.getChart({
       dateRange,
       impersonationId,
-      portfolioOrders,
+      portfolioCalculator,
       transactionPoints,
       userId,
-      userCurrency: this.request.user.Settings.settings.baseCurrency,
       withDataDecimation: false
     });
 
@@ -340,13 +336,17 @@ export class PortfolioService {
     filters,
     impersonationId,
     userId,
-    withExcludedAccounts = false
+    withExcludedAccounts = false,
+    withLiabilities = false,
+    withSummary = false
   }: {
     dateRange?: DateRange;
     filters?: Filter[];
     impersonationId: string;
     userId: string;
     withExcludedAccounts?: boolean;
+    withLiabilities?: boolean;
+    withSummary?: boolean;
   }): Promise<PortfolioDetails & { hasErrors: boolean }> {
     userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
@@ -356,9 +356,20 @@ export class PortfolioService {
       (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
     );
 
-    const { orders, portfolioOrders, transactionPoints } =
+    let types = getAllActivityTypes().filter((activityType) => {
+      return activityType !== 'FEE';
+    });
+
+    if (withLiabilities === false) {
+      types = types.filter((activityType) => {
+        return activityType !== 'LIABILITY';
+      });
+    }
+
+    const { activities, portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
         filters,
+        types,
         userId,
         withExcludedAccounts
       });
@@ -386,18 +397,29 @@ export class PortfolioService {
     });
 
     const holdings: PortfolioDetails['holdings'] = {};
-    const totalValueInBaseCurrency = currentPositions.currentValue.plus(
-      cashDetails.balanceInBaseCurrency
-    );
+
+    const totalValueInBaseCurrency =
+      currentPositions.currentValueInBaseCurrency.plus(
+        cashDetails.balanceInBaseCurrency
+      );
 
     const isFilteredByAccount =
-      filters?.some((filter) => {
-        return filter.type === 'ACCOUNT';
+      filters?.some(({ type }) => {
+        return type === 'ACCOUNT';
+      }) ?? false;
+
+    const isFilteredByCash = filters?.some(({ id, type }) => {
+      return id === 'CASH' && type === 'ASSET_CLASS';
+    });
+
+    const isFilteredByClosedHoldings =
+      filters?.some(({ id, type }) => {
+        return id === 'CLOSED' && type === 'HOLDING_TYPE';
       }) ?? false;
 
     let filteredValueInBaseCurrency = isFilteredByAccount
       ? totalValueInBaseCurrency
-      : currentPositions.currentValue;
+      : currentPositions.currentValueInBaseCurrency;
 
     if (
       filters?.length === 0 ||
@@ -434,15 +456,40 @@ export class PortfolioService {
       portfolioItemsNow[position.symbol] = position;
     }
 
-    for (const item of currentPositions.positions) {
-      if (item.quantity.lte(0)) {
-        // Ignore positions without any quantity
-        continue;
+    for (const {
+      currency,
+      dividend,
+      firstBuyDate,
+      grossPerformance,
+      grossPerformanceWithCurrencyEffect,
+      grossPerformancePercentage,
+      grossPerformancePercentageWithCurrencyEffect,
+      investment,
+      marketPrice,
+      netPerformance,
+      netPerformancePercentage,
+      netPerformancePercentageWithCurrencyEffect,
+      netPerformanceWithCurrencyEffect,
+      quantity,
+      symbol,
+      tags,
+      transactionCount,
+      valueInBaseCurrency
+    } of currentPositions.positions) {
+      if (isFilteredByClosedHoldings === true) {
+        if (!quantity.eq(0)) {
+          // Ignore positions with a quantity
+          continue;
+        }
+      } else {
+        if (quantity.eq(0)) {
+          // Ignore positions without any quantity
+          continue;
+        }
       }
 
-      const value = item.quantity.mul(item.marketPriceInBaseCurrency ?? 0);
-      const symbolProfile = symbolProfileMap[item.symbol];
-      const dataProviderResponse = dataProviderResponses[item.symbol];
+      const symbolProfile = symbolProfileMap[symbol];
+      const dataProviderResponse = dataProviderResponses[symbol];
 
       const markets: PortfolioPosition['markets'] = {
         [UNKNOWN_KEY]: 0,
@@ -506,57 +553,53 @@ export class PortfolioService {
         }
       } else {
         markets[UNKNOWN_KEY] = new Big(markets[UNKNOWN_KEY])
-          .plus(value)
+          .plus(valueInBaseCurrency)
           .toNumber();
 
         marketsAdvanced[UNKNOWN_KEY] = new Big(marketsAdvanced[UNKNOWN_KEY])
-          .plus(value)
+          .plus(valueInBaseCurrency)
           .toNumber();
       }
 
-      holdings[item.symbol] = {
+      holdings[symbol] = {
+        currency,
         markets,
         marketsAdvanced,
+        marketPrice,
+        symbol,
+        tags,
+        transactionCount,
         allocationInPercentage: filteredValueInBaseCurrency.eq(0)
           ? 0
-          : value.div(filteredValueInBaseCurrency).toNumber(),
+          : valueInBaseCurrency.div(filteredValueInBaseCurrency).toNumber(),
         assetClass: symbolProfile.assetClass,
         assetSubClass: symbolProfile.assetSubClass,
         countries: symbolProfile.countries,
-        currency: item.currency,
         dataSource: symbolProfile.dataSource,
-        dateOfFirstActivity: parseDate(item.firstBuyDate),
-        grossPerformance: item.grossPerformance?.toNumber() ?? 0,
-        grossPerformancePercent:
-          item.grossPerformancePercentage?.toNumber() ?? 0,
+        dateOfFirstActivity: parseDate(firstBuyDate),
+        dividend: dividend?.toNumber() ?? 0,
+        grossPerformance: grossPerformance?.toNumber() ?? 0,
+        grossPerformancePercent: grossPerformancePercentage?.toNumber() ?? 0,
         grossPerformancePercentWithCurrencyEffect:
-          item.grossPerformancePercentageWithCurrencyEffect?.toNumber() ?? 0,
+          grossPerformancePercentageWithCurrencyEffect?.toNumber() ?? 0,
         grossPerformanceWithCurrencyEffect:
-          item.grossPerformanceWithCurrencyEffect?.toNumber() ?? 0,
-        investment: item.investment.toNumber(),
-        marketPrice: item.marketPrice,
+          grossPerformanceWithCurrencyEffect?.toNumber() ?? 0,
+        investment: investment.toNumber(),
         marketState: dataProviderResponse?.marketState ?? 'delayed',
         name: symbolProfile.name,
-        netPerformance: item.netPerformance?.toNumber() ?? 0,
-        netPerformancePercent: item.netPerformancePercentage?.toNumber() ?? 0,
+        netPerformance: netPerformance?.toNumber() ?? 0,
+        netPerformancePercent: netPerformancePercentage?.toNumber() ?? 0,
         netPerformancePercentWithCurrencyEffect:
-          item.netPerformancePercentageWithCurrencyEffect?.toNumber() ?? 0,
+          netPerformancePercentageWithCurrencyEffect?.toNumber() ?? 0,
         netPerformanceWithCurrencyEffect:
-          item.netPerformanceWithCurrencyEffect?.toNumber() ?? 0,
-        quantity: item.quantity.toNumber(),
+          netPerformanceWithCurrencyEffect?.toNumber() ?? 0,
+        quantity: quantity.toNumber(),
         sectors: symbolProfile.sectors,
-        symbol: item.symbol,
-        tags: item.tags,
-        transactionCount: item.transactionCount,
         url: symbolProfile.url,
-        valueInBaseCurrency: value.toNumber()
+        valueInBaseCurrency: valueInBaseCurrency.toNumber()
       };
     }
 
-    const isFilteredByCash = filters?.some((filter) => {
-      return filter.type === 'ASSET_CLASS' && filter.id === 'CASH';
-    });
-
     if (filters?.length === 0 || isFilteredByAccount || isFilteredByCash) {
       const cashPositions = await this.getCashPositions({
         cashDetails,
@@ -570,8 +613,8 @@ export class PortfolioService {
     }
 
     const { accounts, platforms } = await this.getValueOfAccountsAndPlatforms({
+      activities,
       filters,
-      orders,
       portfolioItemsNow,
       userCurrency,
       userId,
@@ -613,28 +656,29 @@ export class PortfolioService {
       };
     }
 
-    const summary = await this.getSummary({
-      impersonationId,
-      userCurrency,
-      userId,
-      balanceInBaseCurrency: cashDetails.balanceInBaseCurrency,
-      emergencyFundPositionsValueInBaseCurrency:
-        this.getEmergencyFundPositionsValueInBaseCurrency({
-          holdings
-        })
-    });
+    let summary: PortfolioSummary;
+
+    if (withSummary) {
+      summary = await this.getSummary({
+        filteredValueInBaseCurrency,
+        holdings,
+        impersonationId,
+        userCurrency,
+        userId,
+        balanceInBaseCurrency: cashDetails.balanceInBaseCurrency,
+        emergencyFundPositionsValueInBaseCurrency:
+          this.getEmergencyFundPositionsValueInBaseCurrency({
+            holdings
+          })
+      });
+    }
 
     return {
       accounts,
       holdings,
       platforms,
       summary,
-      filteredValueInBaseCurrency: filteredValueInBaseCurrency.toNumber(),
-      filteredValueInPercentage: summary.netWorth
-        ? filteredValueInBaseCurrency.div(summary.netWorth).toNumber()
-        : 0,
-      hasErrors: currentPositions.hasErrors,
-      totalValueInBaseCurrency: summary.netWorth
+      hasErrors: currentPositions.hasErrors
     };
   }
 
@@ -700,7 +744,7 @@ export class PortfolioService {
       .filter((order) => {
         tags = tags.concat(order.tags);
 
-        return order.type === 'BUY' || order.type === 'SELL';
+        return ['BUY', 'DIVIDEND', 'ITEM', 'SELL'].includes(order.type);
       })
       .map((order) => ({
         currency: order.SymbolProfile.currency,
@@ -741,6 +785,7 @@ export class PortfolioService {
         averagePrice,
         currency,
         dataSource,
+        dividendInBaseCurrency,
         fee,
         firstBuyDate,
         marketPrice,
@@ -749,22 +794,14 @@ export class PortfolioService {
       } = position;
 
       const accounts: PortfolioPositionDetail['accounts'] = uniqBy(
-        orders,
+        orders.filter(({ Account }) => {
+          return Account;
+        }),
         'Account.id'
       ).map(({ Account }) => {
         return Account;
       });
 
-      const dividendInBaseCurrency = getSum(
-        orders
-          .filter(({ type }) => {
-            return type === 'DIVIDEND';
-          })
-          .map(({ valueInBaseCurrency }) => {
-            return new Big(valueInBaseCurrency);
-          })
-      );
-
       const historicalData = await this.dataProviderService.getHistorical(
         [{ dataSource, symbol: aSymbol }],
         'day',
@@ -798,9 +835,7 @@ export class PortfolioService {
           );
 
           if (currentSymbol) {
-            currentAveragePrice = currentSymbol.quantity.eq(0)
-              ? 0
-              : currentSymbol.investment.div(currentSymbol.quantity).toNumber();
+            currentAveragePrice = currentSymbol.averagePrice.toNumber();
             currentQuantity = currentSymbol.quantity.toNumber();
           }
 
@@ -953,7 +988,8 @@ export class PortfolioService {
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
         filters,
-        userId
+        userId,
+        types: ['BUY', 'SELL']
       });
 
     if (transactionPoints?.length <= 0) {
@@ -1083,13 +1119,15 @@ export class PortfolioService {
     filters,
     impersonationId,
     userId,
-    withExcludedAccounts = false
+    withExcludedAccounts = false,
+    withItems = false
   }: {
     dateRange?: DateRange;
     filters?: Filter[];
     impersonationId: string;
     userId: string;
     withExcludedAccounts?: boolean;
+    withItems?: boolean;
   }): Promise<PortfolioPerformanceResponse> {
     userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
@@ -1124,7 +1162,8 @@ export class PortfolioService {
       await this.getTransactionPoints({
         filters,
         userId,
-        withExcludedAccounts
+        withExcludedAccounts,
+        types: withItems ? ['BUY', 'ITEM', 'SELL'] : ['BUY', 'SELL']
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -1168,7 +1207,7 @@ export class PortfolioService {
 
     const startDate = this.getStartDate(dateRange, portfolioStart);
     const {
-      currentValue,
+      currentValueInBaseCurrency,
       errors,
       grossPerformance,
       grossPerformancePercentage,
@@ -1195,9 +1234,8 @@ export class PortfolioService {
     const { items } = await this.getChart({
       dateRange,
       impersonationId,
-      portfolioOrders,
+      portfolioCalculator,
       transactionPoints,
-      userCurrency,
       userId
     });
 
@@ -1263,7 +1301,7 @@ export class PortfolioService {
           currentNetPerformancePercentWithCurrencyEffect.toNumber(),
         currentNetPerformanceWithCurrencyEffect:
           currentNetPerformanceWithCurrencyEffect.toNumber(),
-        currentValue: currentValue.toNumber(),
+        currentValue: currentValueInBaseCurrency.toNumber(),
         totalInvestment: totalInvestment.toNumber()
       }
     };
@@ -1274,9 +1312,10 @@ export class PortfolioService {
     const user = await this.userService.user({ id: userId });
     const userCurrency = this.getUserCurrency(user);
 
-    const { orders, portfolioOrders, transactionPoints } =
+    const { activities, portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
-        userId
+        userId,
+        types: ['BUY', 'SELL']
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -1305,7 +1344,7 @@ export class PortfolioService {
     }
 
     const { accounts } = await this.getValueOfAccountsAndPlatforms({
-      orders,
+      activities,
       portfolioItemsNow,
       userCurrency,
       userId
@@ -1315,7 +1354,7 @@ export class PortfolioService {
 
     return {
       rules: {
-        accountClusterRisk: isEmpty(orders)
+        accountClusterRisk: isEmpty(activities)
           ? undefined
           : await this.rulesService.evaluate(
               [
@@ -1330,7 +1369,7 @@ export class PortfolioService {
               ],
               userSettings
             ),
-        currencyClusterRisk: isEmpty(orders)
+        currencyClusterRisk: isEmpty(activities)
           ? undefined
           : await this.rulesService.evaluate(
               [
@@ -1359,7 +1398,7 @@ export class PortfolioService {
             new FeeRatioInitialInvestment(
               this.exchangeRateDataService,
               currentPositions.totalInvestment.toNumber(),
-              this.getFees({ userCurrency, activities: orders }).toNumber()
+              this.getFees({ activities, userCurrency }).toNumber()
             )
           ],
           userSettings
@@ -1421,17 +1460,15 @@ export class PortfolioService {
   private async getChart({
     dateRange = 'max',
     impersonationId,
-    portfolioOrders,
+    portfolioCalculator,
     transactionPoints,
-    userCurrency,
     userId,
     withDataDecimation = true
   }: {
     dateRange?: DateRange;
     impersonationId: string;
-    portfolioOrders: PortfolioOrder[];
+    portfolioCalculator: PortfolioCalculator;
     transactionPoints: TransactionPoint[];
-    userCurrency: string;
     userId: string;
     withDataDecimation?: boolean;
   }): Promise<HistoricalDataContainer> {
@@ -1445,15 +1482,6 @@ export class PortfolioService {
 
     userId = await this.getUserId(impersonationId, userId);
 
-    const portfolioCalculator = new PortfolioCalculator({
-      currency: userCurrency,
-      currentRateService: this.currentRateService,
-      exchangeRateDataService: this.exchangeRateDataService,
-      orders: portfolioOrders
-    });
-
-    portfolioCalculator.setTransactionPoints(transactionPoints);
-
     const endDate = new Date();
 
     const portfolioStart = parseDate(transactionPoints[0].date);
@@ -1566,29 +1594,26 @@ export class PortfolioService {
 
   private getFees({
     activities,
-    date = new Date(0),
     userCurrency
   }: {
     activities: OrderWithAccount[];
-    date?: Date;
     userCurrency: string;
   }) {
-    return activities
-      .filter((activity) => {
-        // Filter out all activities before given date (drafts)
-        return isBefore(date, new Date(activity.date));
-      })
-      .map(({ fee, SymbolProfile }) => {
-        return this.exchangeRateDataService.toCurrency(
-          fee,
-          SymbolProfile.currency,
-          userCurrency
-        );
-      })
-      .reduce(
-        (previous, current) => new Big(previous).plus(current),
-        new Big(0)
-      );
+    return getSum(
+      activities
+        .filter(({ isDraft }) => {
+          return isDraft === false;
+        })
+        .map(({ fee, SymbolProfile }) => {
+          return new Big(
+            this.exchangeRateDataService.toCurrency(
+              fee,
+              SymbolProfile.currency,
+              userCurrency
+            )
+          );
+        })
+    );
   }
 
   private getInitialCashPosition({
@@ -1606,6 +1631,7 @@ export class PortfolioService {
       countries: [],
       dataSource: undefined,
       dateOfFirstActivity: undefined,
+      dividend: 0,
       grossPerformance: 0,
       grossPerformancePercent: 0,
       grossPerformancePercentWithCurrencyEffect: 0,
@@ -1698,12 +1724,16 @@ export class PortfolioService {
   private async getSummary({
     balanceInBaseCurrency,
     emergencyFundPositionsValueInBaseCurrency,
+    filteredValueInBaseCurrency,
+    holdings,
     impersonationId,
     userCurrency,
     userId
   }: {
     balanceInBaseCurrency: number;
     emergencyFundPositionsValueInBaseCurrency: number;
+    filteredValueInBaseCurrency: Big;
+    holdings: PortfolioDetails['holdings'];
     impersonationId: string;
     userCurrency: string;
     userId: string;
@@ -1717,57 +1747,87 @@ export class PortfolioService {
     });
 
     const { activities } = await this.orderService.getOrders({
-      userCurrency,
-      userId
-    });
-
-    let { activities: excludedActivities } = await this.orderService.getOrders({
       userCurrency,
       userId,
       withExcludedAccounts: true
     });
 
-    excludedActivities = excludedActivities.filter(({ Account: account }) => {
-      return account?.isExcluded ?? false;
-    });
+    const excludedActivities: Activity[] = [];
+    const nonExcludedActivities: Activity[] = [];
+
+    for (const activity of activities) {
+      if (activity.Account?.isExcluded) {
+        excludedActivities.push(activity);
+      } else {
+        nonExcludedActivities.push(activity);
+      }
+    }
+
+    const dividendInBaseCurrency = getSum(
+      (
+        await this.getDividends({
+          activities: activities.filter(({ type }) => {
+            return type === 'DIVIDEND';
+          })
+        })
+      ).map(({ investment }) => {
+        return new Big(investment);
+      })
+    );
 
-    const dividend = this.getSumOfActivityType({
-      activities,
-      userCurrency,
-      activityType: 'DIVIDEND'
-    }).toNumber();
     const emergencyFund = new Big(
       Math.max(
         emergencyFundPositionsValueInBaseCurrency,
         (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
       )
     );
+
     const fees = this.getFees({ activities, userCurrency }).toNumber();
     const firstOrderDate = activities[0]?.date;
+
     const interest = this.getSumOfActivityType({
       activities,
       userCurrency,
       activityType: 'INTEREST'
     }).toNumber();
-    const items = this.getSumOfActivityType({
-      activities,
-      userCurrency,
-      activityType: 'ITEM'
-    }).toNumber();
-    const liabilities = this.getSumOfActivityType({
-      activities,
-      userCurrency,
-      activityType: 'LIABILITY'
-    }).toNumber();
+
+    const items = getSum(
+      Object.keys(holdings)
+        .filter((symbol) => {
+          return (
+            isUUID(symbol) &&
+            holdings[symbol].dataSource === 'MANUAL' &&
+            holdings[symbol].valueInBaseCurrency > 0
+          );
+        })
+        .map((symbol) => {
+          return new Big(holdings[symbol].valueInBaseCurrency).abs();
+        })
+    ).toNumber();
+
+    const liabilities = getSum(
+      Object.keys(holdings)
+        .filter((symbol) => {
+          return (
+            isUUID(symbol) &&
+            holdings[symbol].dataSource === 'MANUAL' &&
+            holdings[symbol].valueInBaseCurrency < 0
+          );
+        })
+        .map((symbol) => {
+          return new Big(holdings[symbol].valueInBaseCurrency).abs();
+        })
+    ).toNumber();
 
     const totalBuy = this.getSumOfActivityType({
-      activities,
       userCurrency,
+      activities: nonExcludedActivities,
       activityType: 'BUY'
     }).toNumber();
+
     const totalSell = this.getSumOfActivityType({
-      activities,
       userCurrency,
+      activities: nonExcludedActivities,
       activityType: 'SELL'
     }).toNumber();
 
@@ -1775,7 +1835,9 @@ export class PortfolioService {
       .minus(emergencyFund)
       .plus(emergencyFundPositionsValueInBaseCurrency)
       .toNumber();
+
     const committedFunds = new Big(totalBuy).minus(totalSell);
+
     const totalOfExcludedActivities = this.getSumOfActivityType({
       userCurrency,
       activities: excludedActivities,
@@ -1846,17 +1908,16 @@ export class PortfolioService {
       annualizedPerformancePercent,
       annualizedPerformancePercentWithCurrencyEffect,
       cash,
-      dividend,
       excludedAccountsAndActivities,
       fees,
       firstOrderDate,
       interest,
       items,
       liabilities,
-      netWorth,
       totalBuy,
       totalSell,
       committedFunds: committedFunds.toNumber(),
+      dividendInBaseCurrency: dividendInBaseCurrency.toNumber(),
       emergencyFund: {
         assets: emergencyFundPositionsValueInBaseCurrency,
         cash: emergencyFund
@@ -1864,61 +1925,61 @@ export class PortfolioService {
           .toNumber(),
         total: emergencyFund.toNumber()
       },
+      filteredValueInBaseCurrency: filteredValueInBaseCurrency.toNumber(),
+      filteredValueInPercentage: netWorth
+        ? filteredValueInBaseCurrency.div(netWorth).toNumber()
+        : undefined,
       fireWealth: new Big(performanceInformation.performance.currentValue)
         .minus(emergencyFundPositionsValueInBaseCurrency)
         .toNumber(),
       ordersCount: activities.filter(({ type }) => {
         return type === 'BUY' || type === 'SELL';
-      }).length
+      }).length,
+      totalValueInBaseCurrency: netWorth
     };
   }
 
   private getSumOfActivityType({
     activities,
     activityType,
-    date = new Date(0),
     userCurrency
   }: {
     activities: OrderWithAccount[];
     activityType: ActivityType;
-    date?: Date;
     userCurrency: string;
   }) {
-    return activities
-      .filter((activity) => {
-        // Filter out all activities before given date (drafts) and
-        // activity type
-        return (
-          isBefore(date, new Date(activity.date)) &&
-          activity.type === activityType
-        );
-      })
-      .map(({ quantity, SymbolProfile, unitPrice }) => {
-        return this.exchangeRateDataService.toCurrency(
-          new Big(quantity).mul(unitPrice).toNumber(),
-          SymbolProfile.currency,
-          userCurrency
-        );
-      })
-      .reduce(
-        (previous, current) => new Big(previous).plus(current),
-        new Big(0)
-      );
+    return getSum(
+      activities
+        .filter(({ isDraft, type }) => {
+          return isDraft === false && type === activityType;
+        })
+        .map(({ quantity, SymbolProfile, unitPrice }) => {
+          return new Big(
+            this.exchangeRateDataService.toCurrency(
+              new Big(quantity).mul(unitPrice).toNumber(),
+              SymbolProfile.currency,
+              userCurrency
+            )
+          );
+        })
+    );
   }
 
   private async getTransactionPoints({
     filters,
     includeDrafts = false,
+    types = getAllActivityTypes(),
     userId,
     withExcludedAccounts = false
   }: {
     filters?: Filter[];
     includeDrafts?: boolean;
+    types?: ActivityType[];
     userId: string;
     withExcludedAccounts?: boolean;
   }): Promise<{
+    activities: Activity[];
     transactionPoints: TransactionPoint[];
-    orders: Activity[];
     portfolioOrders: PortfolioOrder[];
   }> {
     const userCurrency =
@@ -1927,14 +1988,14 @@ export class PortfolioService {
     const { activities, count } = await this.orderService.getOrders({
       filters,
       includeDrafts,
+      types,
       userCurrency,
       userId,
-      withExcludedAccounts,
-      types: ['BUY', 'SELL']
+      withExcludedAccounts
     });
 
     if (count <= 0) {
-      return { transactionPoints: [], orders: [], portfolioOrders: [] };
+      return { activities: [], transactionPoints: [], portfolioOrders: [] };
     }
 
     const portfolioOrders: PortfolioOrder[] = activities.map((order) => ({
@@ -1960,8 +2021,8 @@ export class PortfolioService {
     portfolioCalculator.computeTransactionPoints();
 
     return {
+      activities,
       portfolioOrders,
-      orders: activities,
       transactionPoints: portfolioCalculator.getTransactionPoints()
     };
   }
@@ -1982,29 +2043,20 @@ export class PortfolioService {
   }
 
   private async getValueOfAccountsAndPlatforms({
+    activities,
     filters = [],
-    orders,
     portfolioItemsNow,
     userCurrency,
     userId,
     withExcludedAccounts = false
   }: {
+    activities: Activity[];
     filters?: Filter[];
-    orders: OrderWithAccount[];
     portfolioItemsNow: { [p: string]: TimelinePosition };
     userCurrency: string;
     userId: string;
     withExcludedAccounts?: boolean;
   }) {
-    const { activities: ordersOfTypeItemOrLiability } =
-      await this.orderService.getOrders({
-        filters,
-        userCurrency,
-        userId,
-        withExcludedAccounts,
-        types: ['ITEM', 'LIABILITY']
-      });
-
     const accounts: PortfolioDetails['accounts'] = {};
     const platforms: PortfolioDetails['platforms'] = {};
 
@@ -2022,7 +2074,7 @@ export class PortfolioService {
       });
     } else {
       const accountIds = uniq(
-        orders
+        activities
           .filter(({ accountId }) => {
             return accountId;
           })
@@ -2042,19 +2094,10 @@ export class PortfolioService {
     });
 
     for (const account of currentAccounts) {
-      let ordersByAccount = orders.filter(({ accountId }) => {
+      const ordersByAccount = activities.filter(({ accountId }) => {
         return accountId === account.id;
       });
 
-      const ordersOfTypeItemOrLiabilityByAccount =
-        ordersOfTypeItemOrLiability.filter(({ accountId }) => {
-          return accountId === account.id;
-        });
-
-      ordersByAccount = ordersByAccount.concat(
-        ordersOfTypeItemOrLiabilityByAccount
-      );
-
       accounts[account.id] = {
         balance: account.balance,
         currency: account.currency,
@@ -2086,41 +2129,39 @@ export class PortfolioService {
         };
       }
 
-      for (const order of ordersByAccount) {
+      for (const {
+        Account,
+        quantity,
+        SymbolProfile,
+        type
+      } of ordersByAccount) {
         let currentValueOfSymbolInBaseCurrency =
-          order.quantity *
-          (portfolioItemsNow[order.SymbolProfile.symbol]
-            ?.marketPriceInBaseCurrency ??
-            order.unitPrice ??
+          getFactor(type) *
+          quantity *
+          (portfolioItemsNow[SymbolProfile.symbol]?.marketPriceInBaseCurrency ??
             0);
 
-        if (order.type === 'LIABILITY' || order.type === 'SELL') {
-          currentValueOfSymbolInBaseCurrency *= -1;
-        }
-
-        if (accounts[order.Account?.id || UNKNOWN_KEY]?.valueInBaseCurrency) {
-          accounts[order.Account?.id || UNKNOWN_KEY].valueInBaseCurrency +=
+        if (accounts[Account?.id || UNKNOWN_KEY]?.valueInBaseCurrency) {
+          accounts[Account?.id || UNKNOWN_KEY].valueInBaseCurrency +=
             currentValueOfSymbolInBaseCurrency;
         } else {
-          accounts[order.Account?.id || UNKNOWN_KEY] = {
+          accounts[Account?.id || UNKNOWN_KEY] = {
             balance: 0,
-            currency: order.Account?.currency,
+            currency: Account?.currency,
             name: account.name,
             valueInBaseCurrency: currentValueOfSymbolInBaseCurrency
           };
         }
 
         if (
-          platforms[order.Account?.Platform?.id || UNKNOWN_KEY]
-            ?.valueInBaseCurrency
+          platforms[Account?.Platform?.id || UNKNOWN_KEY]?.valueInBaseCurrency
         ) {
-          platforms[
-            order.Account?.Platform?.id || UNKNOWN_KEY
-          ].valueInBaseCurrency += currentValueOfSymbolInBaseCurrency;
+          platforms[Account?.Platform?.id || UNKNOWN_KEY].valueInBaseCurrency +=
+            currentValueOfSymbolInBaseCurrency;
         } else {
-          platforms[order.Account?.Platform?.id || UNKNOWN_KEY] = {
+          platforms[Account?.Platform?.id || UNKNOWN_KEY] = {
             balance: 0,
-            currency: order.Account?.currency,
+            currency: Account?.currency,
             name: account.Platform?.name,
             valueInBaseCurrency: currentValueOfSymbolInBaseCurrency
           };

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

@@ -21,7 +21,7 @@ export class RedisCacheService {
   }
 
   public async get(key: string): Promise<string> {
-    return await this.cache.get(key);
+    return this.cache.get(key);
   }
 
   public getQuoteKey({ dataSource, symbol }: UniqueAsset) {
@@ -29,15 +29,15 @@ export class RedisCacheService {
   }
 
   public async remove(key: string) {
-    await this.cache.del(key);
+    return this.cache.del(key);
   }
 
   public async reset() {
-    await this.cache.reset();
+    return this.cache.reset();
   }
 
   public async set(key: string, value: string, ttlInSeconds?: number) {
-    await this.cache.set(
+    return this.cache.set(
       key,
       value,
       ttlInSeconds ?? this.configurationService.get('CACHE_TTL')

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

@@ -116,7 +116,7 @@ export class SubscriptionController {
     @Body() { couponId, priceId }: { couponId: string; priceId: string }
   ) {
     try {
-      return await this.subscriptionService.createCheckoutSession({
+      return this.subscriptionService.createCheckoutSession({
         couponId,
         priceId,
         user: this.request.user

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

@@ -39,9 +39,11 @@ export class SymbolController {
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async lookupSymbol(
-    @Query('includeIndices') includeIndices: boolean = false,
+    @Query('includeIndices') includeIndicesParam = 'false',
     @Query('query') query = ''
   ): Promise<{ items: LookupItem[] }> {
+    const includeIndices = includeIndicesParam === 'true';
+
     try {
       return this.symbolService.lookup({
         includeIndices,

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

@@ -135,7 +135,7 @@ export class UserController {
       }
     }
 
-    return await this.userService.updateUserSetting({
+    return this.userService.updateUserSetting({
       userSettings,
       userId: this.request.user.id
     });

apps/api/src/assets/cryptocurrencies/custom.json

@@ -4,6 +4,8 @@
   "LUNA1": "Terra",
   "LUNA2": "Terra",
   "SGB1": "Songbird",
+  "SMURFCAT": "Real Smurf Cat",
   "UNI1": "Uniswap",
+  "UNI7083": "Uniswap",
   "UST": "TerraUSD"
 }

apps/api/src/environments/environment.prod.ts

@@ -1,4 +1,4 @@
 export const environment = {
   production: true,
-  version: `v${require('../../../../package.json').version}`
+  version: `${require('../../../../package.json').version}`
 };

apps/api/src/helper/portfolio.helper.ts

@@ -0,0 +1,21 @@
+import { Type as ActivityType } from '@prisma/client';
+
+export function getFactor(activityType: ActivityType) {
+  let factor: number;
+
+  switch (activityType) {
+    case 'BUY':
+    case 'ITEM':
+      factor = 1;
+      break;
+    case 'LIABILITY':
+    case 'SELL':
+      factor = -1;
+      break;
+    default:
+      factor = 0;
+      break;
+  }
+
+  return factor;
+}

apps/api/src/interceptors/redact-values-in-response.interceptor.ts

@@ -49,7 +49,6 @@ export class RedactValuesInResponseInterceptor<T>
               'dividendInBaseCurrency',
               'fee',
               'feeInBaseCurrency',
-              'filteredValueInBaseCurrency',
               'grossPerformance',
               'grossPerformanceWithCurrencyEffect',
               'investment',
@@ -58,7 +57,6 @@ export class RedactValuesInResponseInterceptor<T>
               'quantity',
               'symbolMapping',
               'totalBalanceInBaseCurrency',
-              'totalValueInBaseCurrency',
               'unitPrice',
               'value',
               'valueInBaseCurrency'

apps/api/src/models/order.ts

@@ -1,6 +1,6 @@
 import { IOrder } from '@ghostfolio/api/services/interfaces/interfaces';
 
-import { Account, SymbolProfile, Type as TypeOfOrder } from '@prisma/client';
+import { Account, SymbolProfile, Type as ActivityType } from '@prisma/client';
 import { v4 as uuidv4 } from 'uuid';
 
 export class Order {
@@ -14,7 +14,7 @@ export class Order {
   private symbol: string;
   private symbolProfile: SymbolProfile;
   private total: number;
-  private type: TypeOfOrder;
+  private type: ActivityType;
   private unitPrice: number;
 
   public constructor(data: IOrder) {

apps/api/src/models/rules/account-cluster-risk/current-investment.ts

@@ -35,7 +35,7 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
       };
     }
 
-    let maxItem;
+    let maxItem: (typeof accounts)[0];
     let totalInvestment = 0;
 
     for (const account of Object.values(accounts)) {
@@ -52,7 +52,7 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
       }
     }
 
-    const maxInvestmentRatio = maxItem.investment / totalInvestment;
+    const maxInvestmentRatio = maxItem?.investment / totalInvestment || 0;
 
     if (maxInvestmentRatio > ruleSettings.threshold) {
       return {

apps/api/src/models/rules/currency-cluster-risk/base-currency-current-investment.ts

@@ -43,7 +43,7 @@ export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule<Setti
 
     const baseCurrencyValueRatio = baseCurrencyItem?.value / totalValue || 0;
 
-    if (maxItem.groupKey !== ruleSettings.baseCurrency) {
+    if (maxItem?.groupKey !== ruleSettings.baseCurrency) {
       return {
         evaluation: `The major part of your current investment is not in your base currency (${(
           baseCurrencyValueRatio * 100

apps/api/src/models/rules/currency-cluster-risk/current-investment.ts

@@ -37,7 +37,7 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
       }
     });
 
-    const maxValueRatio = maxItem.value / totalValue;
+    const maxValueRatio = maxItem?.value / totalValue || 0;
 
     if (maxValueRatio > ruleSettings.threshold) {
       return {
@@ -52,7 +52,7 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
 
     return {
       evaluation: `The major part of your current investment is in ${
-        maxItem.groupKey
+        maxItem?.groupKey ?? ruleSettings.baseCurrency
       } (${(maxValueRatio * 100).toPrecision(3)}%) and does not exceed ${
         ruleSettings.threshold * 100
       }%`,

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

@@ -10,18 +10,21 @@ export class ApiService {
     filterByAccounts,
     filterByAssetClasses,
     filterByAssetSubClasses,
+    filterByHoldingType,
     filterBySearchQuery,
     filterByTags
   }: {
     filterByAccounts?: string;
     filterByAssetClasses?: string;
     filterByAssetSubClasses?: string;
+    filterByHoldingType?: string;
     filterBySearchQuery?: string;
     filterByTags?: string;
   }): Filter[] {
     const accountIds = filterByAccounts?.split(',') ?? [];
     const assetClasses = filterByAssetClasses?.split(',') ?? [];
     const assetSubClasses = filterByAssetSubClasses?.split(',') ?? [];
+    const holdingType = filterByHoldingType;
     const searchQuery = filterBySearchQuery?.toLowerCase();
     const tagIds = filterByTags?.split(',') ?? [];
 
@@ -52,6 +55,13 @@ export class ApiService {
       })
     ];
 
+    if (holdingType) {
+      filters.push({
+        id: holdingType,
+        type: 'HOLDING_TYPE'
+      });
+    }
+
     if (searchQuery) {
       filters.push({
         id: searchQuery,

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

@@ -3,7 +3,7 @@ import { DEFAULT_ROOT_URL } from '@ghostfolio/common/config';
 
 import { Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
-import { bool, cleanEnv, host, json, num, port, str } from 'envalid';
+import { bool, cleanEnv, host, json, num, port, str, url } from 'envalid';
 
 @Injectable()
 export class ConfigurationService {
@@ -48,14 +48,13 @@ export class ConfigurationService {
       REDIS_PASSWORD: str({ default: '' }),
       REDIS_PORT: port({ default: 6379 }),
       REQUEST_TIMEOUT: num({ default: 2000 }),
-      ROOT_URL: str({ default: DEFAULT_ROOT_URL }),
+      ROOT_URL: url({ default: DEFAULT_ROOT_URL }),
       STRIPE_PUBLIC_KEY: str({ default: '' }),
       STRIPE_SECRET_KEY: str({ default: '' }),
       TWITTER_ACCESS_TOKEN: str({ default: 'dummyAccessToken' }),
       TWITTER_ACCESS_TOKEN_SECRET: str({ default: 'dummyAccessTokenSecret' }),
       TWITTER_API_KEY: str({ default: 'dummyApiKey' }),
-      TWITTER_API_SECRET: str({ default: 'dummyApiSecret' }),
-      WEB_AUTH_RP_ID: host({ default: 'localhost' })
+      TWITTER_API_SECRET: str({ default: 'dummyApiSecret' })
     });
   }
 

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

@@ -5,12 +5,12 @@ import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
 
 import { Injectable } from '@nestjs/common';
 import { SymbolProfile } from '@prisma/client';
+import { countries } from 'countries-list';
 import got from 'got';
 
 @Injectable()
 export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
   private static baseUrl = 'https://www.trackinsight.com/data-api';
-  private static countries = require('countries-list/dist/countries.json');
   private static countriesMapping = {
     'Russian Federation': 'Russia'
   };
@@ -131,20 +131,19 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
       (response.countries as unknown as Country[]).length === 0
     ) {
       response.countries = [];
+
       for (const [name, value] of Object.entries<any>(
         holdings?.countries ?? {}
       )) {
         let countryCode: string;
 
-        for (const [key, country] of Object.entries<any>(
-          TrackinsightDataEnhancerService.countries
-        )) {
+        for (const [code, country] of Object.entries(countries)) {
           if (
             country.name === name ||
             country.name ===
               TrackinsightDataEnhancerService.countriesMapping[name]
           ) {
-            countryCode = key;
+            countryCode = code;
             break;
           }
         }

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

@@ -196,7 +196,9 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
         shortName: assetProfile.price.shortName,
         symbol: assetProfile.price.symbol
       });
-      response.symbol = assetProfile.price.symbol;
+      response.symbol = this.convertFromYahooFinanceSymbol(
+        assetProfile.price.symbol
+      );
 
       if (assetSubClass === AssetSubClass.MUTUALFUND) {
         response.sectors = [];

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

@@ -204,13 +204,14 @@ export class DataProviderService {
     });
 
     try {
-      const queryRaw = `SELECT *
-                        FROM "MarketData"
-                        WHERE "dataSource" IN ('${dataSources.join(`','`)}')
-                          AND "symbol" IN ('${symbols.join(
-                            `','`
-                          )}') ${granularityQuery} ${rangeQuery}
-                        ORDER BY date;`;
+      const queryRaw = `
+        SELECT *
+        FROM "MarketData"
+        WHERE "dataSource" IN ('${dataSources.join(`','`)}')
+          AND "symbol" IN ('${symbols.join(
+            `','`
+          )}') ${granularityQuery} ${rangeQuery}
+        ORDER BY date;`;
 
       const marketDataByGranularity: MarketData[] =
         await this.prismaService.$queryRawUnsafe(queryRaw);

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

@@ -241,37 +241,44 @@ export class EodHistoricalDataService implements DataProviderInterface {
         })
       );
 
-      response = quotes.reduce(
-        (
-          result: { [symbol: string]: IDataProviderResponse },
-          { close, code, timestamp }
-        ) => {
-          const currency = symbolProfiles.find(({ symbol }) => {
+      for (const { close, code, timestamp } of quotes) {
+        let currency: string;
+
+        if (code.endsWith('.FOREX')) {
+          currency = this.convertFromEodSymbol(code)?.replace(
+            DEFAULT_CURRENCY,
+            ''
+          );
+        }
+
+        if (!currency) {
+          currency = symbolProfiles.find(({ symbol }) => {
             return symbol === code;
           })?.currency;
+        }
 
-          if (isNumber(close)) {
-            result[this.convertFromEodSymbol(code)] = {
-              currency:
-                currency ??
-                this.convertFromEodSymbol(code)?.replace(DEFAULT_CURRENCY, ''),
-              dataSource: this.getName(),
-              marketPrice: close,
-              marketState: isToday(new Date(timestamp * 1000))
-                ? 'open'
-                : 'closed'
-            };
-          } else {
-            Logger.error(
-              `Could not get quote for ${this.convertFromEodSymbol(code)} (${this.getName()})`,
-              'EodHistoricalDataService'
-            );
+        if (!currency) {
+          const { items } = await this.search({ query: code });
+
+          if (items.length === 1) {
+            currency = items[0].currency;
           }
+        }
 
-          return result;
-        },
-        {}
-      );
+        if (isNumber(close)) {
+          response[this.convertFromEodSymbol(code)] = {
+            currency,
+            dataSource: this.getName(),
+            marketPrice: close,
+            marketState: isToday(new Date(timestamp * 1000)) ? 'open' : 'closed'
+          };
+        } else {
+          Logger.error(
+            `Could not get quote for ${this.convertFromEodSymbol(code)} (${this.getName()})`,
+            'EodHistoricalDataService'
+          );
+        }
+      }
 
       return response;
     } catch (error) {

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

@@ -166,13 +166,15 @@ export class ManualService implements DataProviderInterface {
         }
       });
 
-      for (const symbolProfile of symbolProfiles) {
-        response[symbolProfile.symbol] = {
-          currency: symbolProfile.currency,
+      for (const { currency, symbol } of symbolProfiles) {
+        let marketPrice = marketData.find((marketDataItem) => {
+          return marketDataItem.symbol === symbol;
+        })?.marketPrice;
+
+        response[symbol] = {
+          currency,
+          marketPrice,
           dataSource: this.getName(),
-          marketPrice: marketData.find((marketDataItem) => {
-            return marketDataItem.symbol === symbolProfile.symbol;
-          })?.marketPrice,
           marketState: 'delayed'
         };
       }

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

@@ -38,17 +38,7 @@ export class YahooFinanceService implements DataProviderInterface {
   }: {
     symbol: string;
   }): Promise<Partial<SymbolProfile>> {
-    const { assetClass, assetSubClass, currency, name } =
-      await this.yahooFinanceDataEnhancerService.getAssetProfile(symbol);
-
-    return {
-      assetClass,
-      assetSubClass,
-      currency,
-      name,
-      symbol,
-      dataSource: this.getName()
-    };
+    return this.yahooFinanceDataEnhancerService.getAssetProfile(symbol);
   }
 
   public getDataProviderInfo(): DataProviderInfo {

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

@@ -22,6 +22,14 @@ export const ExchangeRateDataServiceMock = {
           '2023-07-10': 0.8854
         }
       });
+    } else if (targetCurrency === 'USD') {
+      return Promise.resolve({
+        USDUSD: {
+          '2018-01-01': 1,
+          '2021-11-16': 1,
+          '2023-07-10': 1
+        }
+      });
     }
 
     return Promise.resolve({});

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

@@ -73,7 +73,17 @@ export class ExchangeRateDataService {
           currencyTo: targetCurrency
         });
 
-      let previousExchangeRate = 1;
+      const dateStrings = Object.keys(
+        exchangeRatesByCurrency[`${currency}${targetCurrency}`]
+      );
+      const lastDateString = dateStrings.reduce((a, b) => {
+        return a > b ? a : b;
+      });
+
+      let previousExchangeRate =
+        exchangeRatesByCurrency[`${currency}${targetCurrency}`]?.[
+          lastDateString
+        ] ?? 1;
 
       // Start from the most recent date and fill in missing exchange rates
       // using the latest available rate
@@ -94,7 +104,7 @@ export class ExchangeRateDataService {
           exchangeRatesByCurrency[`${currency}${targetCurrency}`][dateString] =
             previousExchangeRate;
 
-          if (currency === DEFAULT_CURRENCY) {
+          if (currency === DEFAULT_CURRENCY && isBefore(date, new Date())) {
             Logger.error(
               `No exchange rate has been found for ${currency}${targetCurrency} at ${dateString}`,
               'ExchangeRateDataService'
@@ -433,13 +443,17 @@ export class ExchangeRateDataService {
                 ]) *
               marketPriceBaseCurrencyToCurrency[format(date, DATE_FORMAT)];
 
-            factors[format(date, DATE_FORMAT)] = factor;
+            if (isNaN(factor)) {
+              throw new Error('Exchange rate is not a number');
+            } else {
+              factors[format(date, DATE_FORMAT)] = factor;
+            }
           } catch {
             Logger.error(
               `No exchange rate has been found for ${currencyFrom}${currencyTo} at ${format(
                 date,
                 DATE_FORMAT
-              )}`,
+              )}. Please complement market data for ${DEFAULT_CURRENCY}${currencyFrom} and ${DEFAULT_CURRENCY}${currencyTo}.`,
               'ExchangeRateDataService'
             );
           }

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

@@ -42,5 +42,4 @@ export interface Environment extends CleanedEnvAccessors {
   TWITTER_ACCESS_TOKEN_SECRET: string;
   TWITTER_API_KEY: string;
   TWITTER_API_SECRET: string;
-  WEB_AUTH_RP_ID: string;
 }

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

@@ -5,7 +5,7 @@ import {
   Account,
   DataSource,
   SymbolProfile,
-  Type as TypeOfOrder
+  Type as ActivityType
 } from '@prisma/client';
 
 export interface IOrder {
@@ -18,7 +18,7 @@ export interface IOrder {
   quantity: number;
   symbol: string;
   symbolProfile: SymbolProfile;
-  type: TypeOfOrder;
+  type: ActivityType;
   unitPrice: number;
 }
 

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

@@ -189,9 +189,8 @@ export class SymbolProfileService {
       return {
         code,
         weight,
-        continent:
-          continents[countries[code as string]?.continent] ?? UNKNOWN_KEY,
-        name: countries[code as string]?.name ?? UNKNOWN_KEY
+        continent: continents[countries[code]?.continent] ?? UNKNOWN_KEY,
+        name: countries[code]?.name ?? UNKNOWN_KEY
       };
     });
   }

apps/client/project.json

@@ -13,13 +13,13 @@
     "build": {
       "executor": "@nx/angular:webpack-browser",
       "options": {
+        "deleteOutputPath": false,
         "localize": true,
         "outputPath": "dist/apps/client",
         "index": "apps/client/src/index.html",
         "main": "apps/client/src/main.ts",
         "polyfills": "apps/client/src/polyfills.ts",
         "tsConfig": "apps/client/tsconfig.app.json",
-        "assets": [],
         "styles": [
           "apps/client/src/assets/fonts/inter.css",
           "apps/client/src/styles/theme.scss",
@@ -108,13 +108,22 @@
       "options": {
         "commands": [
           {
-            "command": "shx mkdir -p dist/apps/client"
+            "command": "shx rm -rf dist/apps/client"
           },
           {
-            "command": "shx cp -r apps/client/src/assets dist/apps/client"
+            "command": "shx mkdir -p dist/apps/client/.well-known"
           },
           {
-            "command": "shx cp -r apps/client/src/assets/.well-known dist/apps/client"
+            "command": "shx mkdir -p dist/apps/client/assets"
+          },
+          {
+            "command": "shx mkdir -p dist/apps/client/ionicons"
+          },
+          {
+            "command": "shx cp -r apps/client/src/assets/* dist/apps/client/assets"
+          },
+          {
+            "command": "shx cp -r apps/client/src/assets/.well-known/* dist/apps/client/.well-known"
           },
           {
             "command": "shx cp apps/client/src/assets/favicon.ico dist/apps/client"
@@ -128,9 +137,6 @@
           {
             "command": "shx cp apps/client/src/assets/site.webmanifest dist/apps/client"
           },
-          {
-            "command": "shx cp -r apps/client/src/locales dist/apps/api/assets"
-          },
           {
             "command": "shx cp node_modules/ionicons/dist/index.js dist/apps/client"
           },
@@ -138,7 +144,7 @@
             "command": "shx cp node_modules/ionicons/dist/ionicons.js dist/apps/client"
           },
           {
-            "command": "shx cp -r node_modules/ionicons/dist/ionicons dist/apps/client/ionicons"
+            "command": "shx cp -r node_modules/ionicons/dist/ionicons/* dist/apps/client/ionicons"
           },
           {
             "command": "shx cp CHANGELOG.md dist/apps/client/assets"
@@ -146,7 +152,8 @@
           {
             "command": "shx cp LICENSE dist/apps/client/assets"
           }
-        ]
+        ],
+        "parallel": false
       }
     },
     "serve": {

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

@@ -115,7 +115,7 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
       );
 
     this.dataService
-      .fetchPortfolioDetails({
+      .fetchPortfolioHoldings({
         filters: [
           {
             type: 'ACCOUNT',
@@ -125,11 +125,7 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
       })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ holdings }) => {
-        this.holdings = [];
-
-        for (const [symbol, holding] of Object.entries(holdings)) {
-          this.holdings.push(holding);
-        }
+        this.holdings = holdings;
 
         this.changeDetectorRef.markForCheck();
       });
@@ -227,7 +223,8 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
           }
         ],
         range: 'max',
-        withExcludedAccounts: true
+        withExcludedAccounts: true,
+        withItems: true
       })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ chart }) => {

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

@@ -155,15 +155,14 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
     day: string;
     yearMonth: string;
   }) {
-    const date = parseISO(`${yearMonth}-${day}`);
     const marketPrice = this.marketDataByMonth[yearMonth]?.[day]?.marketPrice;
 
     const dialogRef = this.dialog.open(MarketDataDetailDialog, {
       data: <MarketDataDetailDialogParams>{
-        date,
         marketPrice,
         currency: this.currency,
         dataSource: this.dataSource,
+        dateString: `${yearMonth}-${day}`,
         symbol: this.symbol,
         user: this.user
       },

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

@@ -5,7 +5,7 @@ import { DataSource } from '@prisma/client';
 export interface MarketDataDetailDialogParams {
   currency: string;
   dataSource: DataSource;
-  date: Date;
+  dateString: string;
   marketPrice: number;
   symbol: string;
   user: User;

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

@@ -45,7 +45,7 @@ export class MarketDataDetailDialog implements OnDestroy {
     this.adminService
       .fetchSymbolForDate({
         dataSource: this.data.dataSource,
-        date: this.data.date,
+        dateString: this.data.dateString,
         symbol: this.data.symbol
       })
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -63,7 +63,7 @@ export class MarketDataDetailDialog implements OnDestroy {
         marketData: {
           marketData: [
             {
-              date: this.data.date.toISOString(),
+              date: this.data.dateString,
               marketPrice: this.data.marketPrice
             }
           ]

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

@@ -9,7 +9,7 @@
           matInput
           name="date"
           [matDatepicker]="date"
-          [(ngModel)]="data.date"
+          [(ngModel)]="data.dateString"
         />
         <mat-datepicker-toggle class="mr-2" matSuffix [for]="date">
           <ion-icon

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

@@ -1,4 +1,5 @@
 import { UpdateAssetProfileDto } from '@ghostfolio/api/app/admin/update-asset-profile.dto';
+import { UpdateMarketDataDto } from '@ghostfolio/api/app/admin/update-market-data.dto';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
@@ -195,15 +196,13 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
           header: true,
           skipEmptyLines: true
         }
-      ).data;
+      ).data as UpdateMarketDataDto[];
 
       this.adminService
         .postMarketData({
           dataSource: this.data.dataSource,
           marketData: {
-            marketData: marketData.map(({ date, marketPrice }) => {
-              return { marketPrice, date: parseDate(date).toISOString() };
-            })
+            marketData
           },
           symbol: this.data.symbol
         })

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

@@ -91,7 +91,11 @@
                   <span i18n>Edit</span>
                 </span>
               </button>
-              <button mat-menu-item (click)="onDeletePlatform(element.id)">
+              <button
+                mat-menu-item
+                [disabled]="element.accountCount > 0"
+                (click)="onDeletePlatform(element.id)"
+              >
                 <span class="align-items-center d-flex">
                   <ion-icon class="mr-2" name="trash-outline" />
                   <span i18n>Delete</span>

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

@@ -71,7 +71,11 @@
                   <span i18n>Edit</span>
                 </span>
               </button>
-              <button mat-menu-item (click)="onDeleteTag(element.id)">
+              <button
+                mat-menu-item
+                [disabled]="element.activityCount > 0"
+                (click)="onDeleteTag(element.id)"
+              >
                 <span class="align-items-center d-flex">
                   <ion-icon class="mr-2" name="trash-outline" />
                   <span i18n>Delete</span>

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

@@ -35,12 +35,20 @@
               mat-cell
             >
               <div class="d-flex align-items-center">
-                <span class="d-none d-sm-inline-block text-monospace">{{
-                  element.id
-                }}</span>
-                <span class="d-inline-block d-sm-none text-monospace">{{
-                  (element.id | slice: 0 : 5) + '...'
-                }}</span>
+                <span
+                  class="d-none d-sm-inline-block text-monospace"
+                  [ngClass]="{
+                    'text-line-through': element.role === 'INACTIVE'
+                  }"
+                  >{{ element.id }}</span
+                >
+                <span
+                  class="d-inline-block d-sm-none text-monospace"
+                  [ngClass]="{
+                    'text-line-through': element.role === 'INACTIVE'
+                  }"
+                  >{{ (element.id | slice: 0 : 5) + '...' }}</span
+                >
                 <gf-premium-indicator
                   *ngIf="element?.subscription?.type === 'Premium'"
                   class="ml-1"

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

@@ -102,7 +102,7 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
     this.isLoading = true;
 
     this.dataService
-      .fetchPortfolioDetails()
+      .fetchPortfolioDetails({ withLiabilities: true })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ summary }) => {
         this.summary = summary;

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

@@ -282,7 +282,7 @@
         [isCurrency]="true"
         [locale]="locale"
         [unit]="baseCurrency"
-        [value]="isLoading ? undefined : summary?.netWorth"
+        [value]="isLoading ? undefined : summary?.totalValueInBaseCurrency"
       />
     </div>
   </div>
@@ -328,7 +328,7 @@
         [isCurrency]="true"
         [locale]="locale"
         [unit]="baseCurrency"
-        [value]="isLoading ? undefined : summary?.dividend"
+        [value]="isLoading ? undefined : summary?.dividendInBaseCurrency"
       />
     </div>
   </div>

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

@@ -33,10 +33,8 @@
       </mat-card>
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-header>
-          <mat-card-title
-            >What else is included in Ghostfolio?</mat-card-title
-          ></mat-card-header
-        >
+          <mat-card-title>What else is included in Ghostfolio?</mat-card-title>
+        </mat-card-header>
         <mat-card-content>
           Please find a feature overview to manage your wealth
           <a [routerLink]="routerLinkFeatures">here</a>.
@@ -44,10 +42,8 @@
       </mat-card>
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-header>
-          <mat-card-title
-            >Can I use Ghostfolio anonymously?</mat-card-title
-          ></mat-card-header
-        >
+          <mat-card-title>Can I use Ghostfolio anonymously?</mat-card-title>
+        </mat-card-header>
         <mat-card-content>
           Yes, the authentication system via security token enables you to sign
           in securely and anonymously to Ghostfolio. There is no need for an
@@ -56,10 +52,8 @@
       </mat-card>
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-header>
-          <mat-card-title
-            >How can Ghostfolio be free?</mat-card-title
-          ></mat-card-header
-        >
+          <mat-card-title>How can Ghostfolio be free?</mat-card-title>
+        </mat-card-header>
         <mat-card-content
           >This project is driven by the efforts of contributors from around the
           world. The
@@ -75,8 +69,8 @@
         <mat-card-header>
           <mat-card-title
             >Do you monetize or sell my financial data?</mat-card-title
-          ></mat-card-header
-        >
+          >
+        </mat-card-header>
         <mat-card-content
           >No, we value your privacy. We do not sell or share your financial
           data with any third parties.</mat-card-content
@@ -84,10 +78,8 @@
       </mat-card>
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-header>
-          <mat-card-title
-            >What is your business model?</mat-card-title
-          ></mat-card-header
-        >
+          <mat-card-title>What is your business model?</mat-card-title>
+        </mat-card-header>
         <mat-card-content
           >By offering
           <a href="https://ghostfol.io/en/pricing">Ghostfolio Premium</a>, a
@@ -96,6 +88,15 @@
           users.</mat-card-content
         >
       </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title>What is your product roadmap?</mat-card-title>
+        </mat-card-header>
+        <mat-card-content
+          >At this time, we do not have a public roadmap
+          available.</mat-card-content
+        >
+      </mat-card>
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-header>
           <mat-card-title

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

@@ -18,6 +18,95 @@
           <a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>.
         </mat-card-content>
       </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title
+            >Which home server systems is Ghostfolio available
+            on?</mat-card-title
+          >
+        </mat-card-header>
+        <mat-card-content>
+          The community has made Ghostfolio available on various home server
+          systems, including
+          <a href="https://github.com/bigbeartechworld/big-bear-casaos"
+            >CasaOS</a
+          >, <a href="https://www.runtipi.io/docs/apps-available">Runtipi</a>,
+          <a href="https://truecharts.org/charts/stable/ghostfolio"
+            >TrueCharts</a
+          >, <a href="https://apps.umbrel.com/app/ghostfolio">Umbrel</a>, and
+          <a href="https://unraid.net/community/apps?q=ghostfolio">Unraid</a>.
+        </mat-card-content>
+      </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title>How do I add a new currency?</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <p>
+            Ghostfolio manages currencies automatically based on all the
+            recorded activities. If you need an additional currency, you can
+            manually enter it.
+          </p>
+          <ol>
+            <li>Go to the <i>Admin Control</i> panel</li>
+            <li>Click on the <i>Add Currency</i> button</li>
+            <li>Insert e.g. <code>EUR</code> in the prompt</li>
+          </ol>
+        </mat-card-content>
+      </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title
+            >How do I resolve
+            <i>No exchange rate has been found</i> errors?</mat-card-title
+          >
+        </mat-card-header>
+        <mat-card-content>
+          <p>
+            In Ghostfolio, you are responsible for providing the relevant
+            historical exchange rates. This can be done with a one-time import
+            of the data. If you see errors like
+            <i
+              >Historical exchange rate at 2024-01-01 is not available from
+              "EUR" to "USD"</i
+            >
+            do the following:
+          </p>
+          <ol>
+            <li>Go to the <i>Admin Control</i> panel</li>
+            <li>Go to the <i>Market Data</i> section</li>
+            <li>Select <i>Filter by Currencies</i></li>
+            <li>Find the entry <i>USDEUR</i></li>
+            <li>
+              Click the menu item <i>Gather Historical Data</i> in the dialog
+            </li>
+          </ol>
+        </mat-card-content>
+      </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title>How do I add a new platform?</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <ol>
+            <li>Go to the <i>Admin Control</i> panel</li>
+            <li>Go to the <i>Settings</i> section</li>
+            <li>Click on the <i>Add Platform</i> button</li>
+          </ol>
+        </mat-card-content>
+      </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title>How do I add a new tag?</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <ol>
+            <li>Go to the <i>Admin Control</i> panel</li>
+            <li>Go to the <i>Settings</i> section</li>
+            <li>Click on the <i>Add Tag</i> button</li>
+          </ol>
+        </mat-card-content>
+      </mat-card>
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-header>
           <mat-card-title>Which devices are supported?</mat-card-title>

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts

@@ -20,6 +20,7 @@ import { DateAdapter, MAT_DATE_LOCALE } from '@angular/material/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { AssetClass, AssetSubClass, Tag, Type } from '@prisma/client';
 import { isUUID } from 'class-validator';
+import { isToday } from 'date-fns';
 import { EMPTY, Observable, Subject, lastValueFrom, of } from 'rxjs';
 import { catchError, delay, map, startWith, takeUntil } from 'rxjs/operators';
 
@@ -48,6 +49,7 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
   public defaultDateFormat: string;
   public filteredTagsObservable: Observable<Tag[]> = of([]);
   public isLoading = false;
+  public isToday = isToday;
   public platforms: { id: string; name: string }[];
   public separatorKeysCodes: number[] = [ENTER, COMMA];
   public tags: Tag[] = [];
@@ -258,6 +260,17 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
           this.activityForm.controls['currency'].setValue(currency);
           this.activityForm.controls['currencyOfFee'].setValue(currency);
           this.activityForm.controls['currencyOfUnitPrice'].setValue(currency);
+
+          if (['FEE', 'INTEREST'].includes(type)) {
+            if (this.activityForm.controls['accountId'].value) {
+              this.activityForm.controls['updateAccountBalance'].enable();
+            } else {
+              this.activityForm.controls['updateAccountBalance'].disable();
+              this.activityForm.controls['updateAccountBalance'].setValue(
+                false
+              );
+            }
+          }
         }
       }
     );
@@ -372,8 +385,15 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
             this.activityForm.controls['unitPriceInCustomCurrency'].setValue(0);
           }
 
-          this.activityForm.controls['updateAccountBalance'].disable();
-          this.activityForm.controls['updateAccountBalance'].setValue(false);
+          if (
+            ['FEE', 'INTEREST'].includes(type) &&
+            this.activityForm.controls['accountId'].value
+          ) {
+            this.activityForm.controls['updateAccountBalance'].enable();
+          } else {
+            this.activityForm.controls['updateAccountBalance'].disable();
+            this.activityForm.controls['updateAccountBalance'].setValue(false);
+          }
         } else {
           this.activityForm.controls['accountId'].setValidators(
             Validators.required

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html

@@ -240,7 +240,8 @@
         <button
           *ngIf="
             currentMarketPrice &&
-            (data.activity.type === 'BUY' || data.activity.type === 'SELL')
+            (data.activity.type === 'BUY' || data.activity.type === 'SELL') &&
+            isToday(activityForm.controls['date']?.value)
           "
           class="ml-2 mt-1 no-min-width"
           mat-button

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

@@ -281,7 +281,6 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     this.platforms = {};
     this.portfolioDetails = {
       accounts: {},
-      filteredValueInPercentage: 0,
       holdings: {},
       platforms: {},
       summary: undefined

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

@@ -18,7 +18,7 @@
             [value]="
               isLoading
                 ? undefined
-                : portfolioDetails?.filteredValueInPercentage
+                : portfolioDetails?.summary?.filteredValueInPercentage
             "
           />
         </mat-card-header>
@@ -26,10 +26,11 @@
           <mat-progress-bar
             mode="determinate"
             [title]="
-              (portfolioDetails?.filteredValueInPercentage * 100).toFixed(2) +
-              '%'
+              (
+                portfolioDetails?.summary?.filteredValueInPercentage * 100
+              ).toFixed(2) + '%'
             "
-            [value]="portfolioDetails?.filteredValueInPercentage * 100"
+            [value]="portfolioDetails?.summary?.filteredValueInPercentage * 100"
           />
         </mat-card-content>
       </mat-card>

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

@@ -18,136 +18,147 @@
     </div>
   </div>
 
-  @if (user?.settings?.isExperimentalFeatures) {
-    <div class="mb-5 row">
-      <div class="col">
-        <mat-card appearance="outlined" class="mb-3">
-          <mat-card-content>
-            <div class="d-flex py-1">
-              <div class="flex-grow-1 mr-2 text-truncate" i18n>
-                Absolute Asset Performance
-              </div>
-              <div class="d-flex justify-content-end">
-                <gf-value
-                  class="justify-content-end"
-                  position="end"
-                  [isCurrency]="true"
-                  [locale]="user?.settings?.locale"
-                  [unit]="user?.settings?.baseCurrency"
-                  [value]="
-                    isLoadingInvestmentChart
-                      ? undefined
-                      : performance?.currentNetPerformance
-                  "
-                />
-              </div>
+  <div class="mb-5 row">
+    <div class="col">
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-content>
+          <div class="d-flex py-1">
+            <div
+              class="align-items-center d-flex flex-grow-1 mr-2 text-truncate"
+            >
+              <span i18n>Absolute Asset Performance</span>
+              <gf-premium-indicator
+                *ngIf="user?.subscription?.type === 'Basic'"
+                class="ml-1"
+              />
             </div>
-            <div class="d-flex mb-3 ml-3 py-1">
-              <div class="flex-grow-1 mr-2 text-truncate" i18n>
-                Asset Performance
-              </div>
-              <div class="d-flex justify-content-end">
-                <gf-value
-                  class="justify-content-end"
-                  position="end"
-                  [colorizeSign]="true"
-                  [isPercent]="true"
-                  [locale]="user?.settings?.locale"
-                  [value]="
-                    isLoadingInvestmentChart
-                      ? undefined
-                      : performance?.currentNetPerformancePercent
-                  "
-                />
-              </div>
+            <div class="d-flex justify-content-end">
+              <gf-value
+                class="justify-content-end"
+                position="end"
+                [isCurrency]="true"
+                [locale]="user?.settings?.locale"
+                [unit]="user?.settings?.baseCurrency"
+                [value]="
+                  isLoadingInvestmentChart
+                    ? undefined
+                    : performance?.currentNetPerformance
+                "
+              />
             </div>
-            <div class="d-flex py-1">
-              <div class="flex-grow-1 mr-2 text-truncate" i18n>
-                Absolute Currency Performance
-              </div>
-              <div class="d-flex justify-content-end">
-                <gf-value
-                  class="justify-content-end"
-                  position="end"
-                  [isCurrency]="true"
-                  [locale]="user?.settings?.locale"
-                  [unit]="user?.settings?.baseCurrency"
-                  [value]="
-                    isLoadingInvestmentChart
-                      ? undefined
-                      : performance?.currentNetPerformanceWithCurrencyEffect ===
-                          null
-                        ? null
-                        : performance?.currentNetPerformanceWithCurrencyEffect -
-                          performance?.currentNetPerformance
-                  "
-                />
-              </div>
+          </div>
+          <div class="d-flex mb-3 ml-3 py-1">
+            <div class="flex-grow-1 mr-2 text-truncate" i18n>
+              Asset Performance
             </div>
-            <div class="d-flex ml-3 py-1">
-              <div class="flex-grow-1 mr-2 text-truncate" i18n>
-                Currency Performance
-              </div>
-              <div class="d-flex justify-content-end">
-                <gf-value
-                  class="justify-content-end"
-                  position="end"
-                  [colorizeSign]="true"
-                  [isPercent]="true"
-                  [locale]="user?.settings?.locale"
-                  [value]="
-                    isLoadingInvestmentChart
-                      ? undefined
+            <div class="d-flex justify-content-end">
+              <gf-value
+                class="justify-content-end"
+                position="end"
+                [colorizeSign]="true"
+                [isPercent]="true"
+                [locale]="user?.settings?.locale"
+                [value]="
+                  isLoadingInvestmentChart
+                    ? undefined
+                    : performance?.currentNetPerformancePercent
+                "
+              />
+            </div>
+          </div>
+          <div class="d-flex py-1">
+            <div
+              class="align-items-center d-flex flex-grow-1 mr-2 text-truncate"
+            >
+              <span i18n>Absolute Currency Performance</span>
+              <gf-premium-indicator
+                *ngIf="user?.subscription?.type === 'Basic'"
+                class="ml-1"
+              />
+            </div>
+            <div class="d-flex justify-content-end">
+              <gf-value
+                class="justify-content-end"
+                position="end"
+                [isCurrency]="true"
+                [locale]="user?.settings?.locale"
+                [unit]="user?.settings?.baseCurrency"
+                [value]="
+                  isLoadingInvestmentChart
+                    ? undefined
+                    : performance?.currentNetPerformance === null
+                      ? null
+                      : performance?.currentNetPerformanceWithCurrencyEffect -
+                        performance?.currentNetPerformance
+                "
+              />
+            </div>
+          </div>
+          <div class="d-flex ml-3 py-1">
+            <div class="flex-grow-1 mr-2 text-truncate" i18n>
+              Currency Performance
+            </div>
+            <div class="d-flex justify-content-end">
+              <gf-value
+                class="justify-content-end"
+                position="end"
+                [colorizeSign]="true"
+                [isPercent]="true"
+                [locale]="user?.settings?.locale"
+                [value]="
+                  isLoadingInvestmentChart
+                    ? undefined
+                    : performance?.currentNetPerformancePercent === null
+                      ? null
                       : performance?.currentNetPerformancePercentWithCurrencyEffect -
                         performance?.currentNetPerformancePercent
-                  "
-                />
-              </div>
+                "
+              />
             </div>
-            <div><hr /></div>
-            <div class="d-flex py-1">
-              <div class="flex-grow-1 mr-2 text-truncate" i18n>
-                Absolute Net Performance
-              </div>
-              <div class="d-flex justify-content-end">
-                <gf-value
-                  class="justify-content-end"
-                  position="end"
-                  [isCurrency]="true"
-                  [locale]="user?.settings?.locale"
-                  [unit]="user?.settings?.baseCurrency"
-                  [value]="
-                    isLoadingInvestmentChart
-                      ? undefined
-                      : performance?.currentNetPerformanceWithCurrencyEffect
-                  "
-                />
-              </div>
+          </div>
+          <div><hr /></div>
+          <div class="d-flex py-1">
+            <div class="flex-grow-1 mr-2 text-truncate" i18n>
+              Absolute Net Performance
             </div>
-            <div class="d-flex ml-3 py-1">
-              <div class="flex-grow-1 mr-2 text-truncate" i18n>
-                Net Performance
-              </div>
-              <div class="d-flex justify-content-end">
-                <gf-value
-                  class="justify-content-end"
-                  position="end"
-                  [colorizeSign]="true"
-                  [isPercent]="true"
-                  [locale]="user?.settings?.locale"
-                  [value]="
-                    isLoadingInvestmentChart
-                      ? undefined
-                      : performance?.currentNetPerformancePercentWithCurrencyEffect
-                  "
-                />
-              </div>
+            <div class="d-flex justify-content-end">
+              <gf-value
+                class="justify-content-end"
+                position="end"
+                [isCurrency]="true"
+                [locale]="user?.settings?.locale"
+                [unit]="user?.settings?.baseCurrency"
+                [value]="
+                  isLoadingInvestmentChart
+                    ? undefined
+                    : performance?.currentNetPerformanceWithCurrencyEffect
+                "
+              />
             </div>
-          </mat-card-content>
-        </mat-card>
-      </div>
+          </div>
+          <div class="d-flex ml-3 py-1">
+            <div class="flex-grow-1 mr-2 text-truncate" i18n>
+              Net Performance
+            </div>
+            <div class="d-flex justify-content-end">
+              <gf-value
+                class="justify-content-end"
+                position="end"
+                [colorizeSign]="true"
+                [isPercent]="true"
+                [locale]="user?.settings?.locale"
+                [value]="
+                  isLoadingInvestmentChart
+                    ? undefined
+                    : performance?.currentNetPerformancePercentWithCurrencyEffect
+                "
+              />
+            </div>
+          </div>
+        </mat-card-content>
+      </mat-card>
     </div>
-  }
+  </div>
 
   <div class="mb-5 row">
     <div class="col-md-6">
@@ -177,7 +188,9 @@
                     [colorizeSign]="true"
                     [isPercent]="true"
                     [locale]="user?.settings?.locale"
-                    [value]="position.netPerformancePercentage"
+                    [value]="
+                      position.netPerformancePercentageWithCurrencyEffect
+                    "
                   />
                 </div>
               </a>
@@ -223,7 +236,9 @@
                     [colorizeSign]="true"
                     [isPercent]="true"
                     [locale]="user?.settings?.locale"
-                    [value]="position.netPerformancePercentage"
+                    [value]="
+                      position.netPerformancePercentageWithCurrencyEffect
+                    "
                   />
                 </div>
               </a>

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

@@ -3,12 +3,9 @@ import { PositionDetailDialog } from '@ghostfolio/client/components/position/pos
 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 {
-  PortfolioDetails,
-  PortfolioPosition,
-  User
-} from '@ghostfolio/common/interfaces';
+import { PortfolioPosition, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { HoldingType, ToggleOption } from '@ghostfolio/common/types';
 
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
@@ -28,8 +25,11 @@ export class HoldingsPageComponent implements OnDestroy, OnInit {
   public hasImpersonationId: boolean;
   public hasPermissionToCreateOrder: boolean;
   public holdings: PortfolioPosition[];
-  public isLoading = false;
-  public portfolioDetails: PortfolioDetails;
+  public holdingType: HoldingType = 'ACTIVE';
+  public holdingTypeOptions: ToggleOption[] = [
+    { label: $localize`Active`, value: 'ACTIVE' },
+    { label: $localize`Closed`, value: 'CLOSED' }
+  ];
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
@@ -83,12 +83,10 @@ export class HoldingsPageComponent implements OnDestroy, OnInit {
 
           this.holdings = undefined;
 
-          this.fetchPortfolioDetails()
+          this.fetchHoldings()
             .pipe(takeUntil(this.unsubscribeSubject))
-            .subscribe((portfolioDetails) => {
-              this.portfolioDetails = portfolioDetails;
-
-              this.initialize();
+            .subscribe(({ holdings }) => {
+              this.holdings = holdings;
 
               this.changeDetectorRef.markForCheck();
             });
@@ -98,25 +96,35 @@ export class HoldingsPageComponent implements OnDestroy, OnInit {
       });
   }
 
+  public onChangeHoldingType(aHoldingType: HoldingType) {
+    this.holdingType = aHoldingType;
+
+    this.holdings = undefined;
+
+    this.fetchHoldings()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ holdings }) => {
+        this.holdings = holdings;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
 
-  private fetchPortfolioDetails() {
-    return this.dataService.fetchPortfolioDetails({
-      filters: this.userService.getFilters()
-    });
-  }
+  private fetchHoldings() {
+    const filters = this.userService.getFilters();
 
-  private initialize() {
-    this.holdings = [];
-
-    for (const [symbol, holding] of Object.entries(
-      this.portfolioDetails.holdings
-    )) {
-      this.holdings.push(holding);
+    if (this.holdingType === 'CLOSED') {
+      filters.push({ id: 'CLOSED', type: 'HOLDING_TYPE' });
     }
+
+    return this.dataService.fetchPortfolioHoldings({
+      filters
+    });
   }
 
   private openPositionDialog({

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

@@ -6,6 +6,15 @@
   </div>
   <div class="row">
     <div class="col-lg">
+      <div class="d-flex justify-content-end">
+        <gf-toggle
+          class="d-none d-lg-block"
+          [defaultValue]="holdingType"
+          [isLoading]="false"
+          [options]="holdingTypeOptions"
+          (change)="onChangeHoldingType($event.value)"
+        />
+      </div>
       <gf-holdings-table
         [baseCurrency]="user?.settings?.baseCurrency"
         [deviceType]="deviceType"

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

@@ -1,3 +1,4 @@
+import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
 import { GfHoldingsTableModule } from '@ghostfolio/ui/holdings-table/holdings-table.module';
 
 import { CommonModule } from '@angular/common';
@@ -12,6 +13,7 @@ import { HoldingsPageComponent } from './holdings-page.component';
   imports: [
     CommonModule,
     GfHoldingsTableModule,
+    GfToggleModule,
     HoldingsPageRoutingModule,
     MatButtonModule
   ],

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

@@ -14,6 +14,7 @@ import { Subject } from 'rxjs';
 export class ResourcesPageComponent implements OnInit {
   public hasPermissionForSubscription: boolean;
   public info: InfoItem;
+  public routerLinkFaq = ['/' + $localize`faq`];
   public routerLinkResourcesPersonalFinanceTools = [
     '/' + $localize`resources`,
     'personal-finance-tools'

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

@@ -2,6 +2,23 @@
   <div class="row">
     <div class="col">
       <h1 class="d-none d-sm-block h3 mb-4 text-center" i18n>Resources</h1>
+      <h2 class="h4 mb-3">Ghostfolio</h2>
+      <div class="mb-5">
+        <div class="mb-4 media">
+          <div class="media-body">
+            <h3 class="h5 mt-0">Frequently Asked Questions (FAQ)</h3>
+            <div class="mb-1">
+              Find quick answers to commonly asked questions about Ghostfolio in
+              our Frequently Asked Questions (FAQ) section.
+            </div>
+            <div>
+              <a [routerLink]="routerLinkFaq"
+                >Frequently Asked Questions (FAQ) →</a
+              >
+            </div>
+          </div>
+        </div>
+      </div>
       <h2 class="h4 mb-3" i18n>Guides</h2>
       <div class="mb-5">
         <div class="mb-4 media">

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

@@ -188,17 +188,14 @@ export class AdminService {
 
   public fetchSymbolForDate({
     dataSource,
-    date,
+    dateString,
     symbol
   }: {
     dataSource: DataSource;
-    date: Date;
+    dateString: string;
     symbol: string;
   }) {
-    const url = `/api/v1/symbol/${dataSource}/${symbol}/${format(
-      date,
-      DATE_FORMAT
-    )}`;
+    const url = `/api/v1/symbol/${dataSource}/${symbol}/${dateString}`;
 
     return this.http.get<IDataProviderHistoricalResponse>(url);
   }

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

@@ -27,6 +27,7 @@ import {
   OAuthResponse,
   PortfolioDetails,
   PortfolioDividends,
+  PortfolioHoldingsResponse,
   PortfolioInvestments,
   PortfolioPerformanceResponse,
   PortfolioPublicDetails,
@@ -61,6 +62,7 @@ export class DataService {
         ACCOUNT: filtersByAccount,
         ASSET_CLASS: filtersByAssetClass,
         ASSET_SUB_CLASS: filtersByAssetSubClass,
+        HOLDING_TYPE: filtersByHoldingType,
         PRESET_ID: filtersByPresetId,
         SEARCH_QUERY: filtersBySearchQuery,
         TAG: filtersByTag
@@ -101,6 +103,10 @@ export class DataService {
         );
       }
 
+      if (filtersByHoldingType) {
+        params = params.append('holdingType', filtersByHoldingType[0].id);
+      }
+
       if (filtersByPresetId) {
         params = params.append('presetId', filtersByPresetId[0].id);
       }
@@ -389,13 +395,21 @@ export class DataService {
   }
 
   public fetchPortfolioDetails({
-    filters
+    filters,
+    withLiabilities = false
   }: {
     filters?: Filter[];
+    withLiabilities?: boolean;
   } = {}): Observable<PortfolioDetails> {
+    let params = this.buildFiltersAsQueryParams({ filters });
+
+    if (withLiabilities) {
+      params = params.append('withLiabilities', withLiabilities);
+    }
+
     return this.http
       .get<any>('/api/v1/portfolio/details', {
-        params: this.buildFiltersAsQueryParams({ filters })
+        params
       })
       .pipe(
         map((response) => {
@@ -434,14 +448,56 @@ export class DataService {
       );
   }
 
+  public fetchPortfolioHoldings({
+    filters
+  }: {
+    filters?: Filter[];
+  } = {}) {
+    return this.http
+      .get<PortfolioHoldingsResponse>('/api/v1/portfolio/holdings', {
+        params: this.buildFiltersAsQueryParams({ filters })
+      })
+      .pipe(
+        map((response) => {
+          if (response.holdings) {
+            for (const symbol of Object.keys(response.holdings)) {
+              response.holdings[symbol].assetClassLabel = translate(
+                response.holdings[symbol].assetClass
+              );
+
+              response.holdings[symbol].assetSubClassLabel = translate(
+                response.holdings[symbol].assetSubClass
+              );
+
+              response.holdings[symbol].dateOfFirstActivity = response.holdings[
+                symbol
+              ].dateOfFirstActivity
+                ? parseISO(response.holdings[symbol].dateOfFirstActivity)
+                : undefined;
+
+              response.holdings[symbol].value = isNumber(
+                response.holdings[symbol].value
+              )
+                ? response.holdings[symbol].value
+                : response.holdings[symbol].valueInPercentage;
+            }
+          }
+
+          return response;
+        })
+      );
+  }
+
   public fetchPortfolioPerformance({
     filters,
     range,
-    withExcludedAccounts = false
+    withExcludedAccounts = false,
+    withItems = false
   }: {
     filters?: Filter[];
     range: DateRange;
     withExcludedAccounts?: boolean;
+    withItems?: boolean;
   }): Observable<PortfolioPerformanceResponse> {
     let params = this.buildFiltersAsQueryParams({ filters });
     params = params.append('range', range);
@@ -450,6 +506,10 @@ export class DataService {
       params = params.append('withExcludedAccounts', withExcludedAccounts);
     }
 
+    if (withItems) {
+      params = params.append('withItems', withItems);
+    }
+
     return this.http
       .get<any>(`/api/v2/portfolio/performance`, {
         params

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

@@ -5,7 +5,7 @@ import { parseDate as parseDateHelper } from '@ghostfolio/common/helper';
 
 import { HttpClient } from '@angular/common/http';
 import { Injectable } from '@angular/core';
-import { Account, DataSource, Type } from '@prisma/client';
+import { Account, DataSource, Type as ActivityType } from '@prisma/client';
 import { isFinite } from 'lodash';
 import { parse as csvToJson } from 'papaparse';
 import { EMPTY } from 'rxjs';
@@ -328,26 +328,26 @@ export class ImportActivitiesService {
     content: any[];
     index: number;
     item: any;
-  }) {
+  }): ActivityType {
     item = this.lowercaseKeys(item);
 
     for (const key of ImportActivitiesService.TYPE_KEYS) {
       if (item[key]) {
         switch (item[key].toLowerCase()) {
           case 'buy':
-            return Type.BUY;
+            return 'BUY';
           case 'dividend':
-            return Type.DIVIDEND;
+            return 'DIVIDEND';
           case 'fee':
-            return Type.FEE;
+            return 'FEE';
           case 'interest':
-            return Type.INTEREST;
+            return 'INTEREST';
           case 'item':
-            return Type.ITEM;
+            return 'ITEM';
           case 'liability':
-            return Type.LIABILITY;
+            return 'LIABILITY';
           case 'sell':
-            return Type.SELL;
+            return 'SELL';
           default:
             break;
         }

apps/client/src/assets/oss-friends.json

@@ -1,5 +1,5 @@
 {
-  "createdAt": "2024-02-16T00:00:00.000Z",
+  "createdAt": "2024-03-11T00:00:00.000Z",
   "data": [
     {
       "name": "Aptabase",
@@ -8,7 +8,7 @@
     },
     {
       "name": "Argos",
-      "description": "Argos provides the developer tools to debug tests and detect visual regressions..",
+      "description": "Argos provides the developer tools to debug tests and detect visual regressions.",
       "href": "https://argos-ci.com"
     },
     {
@@ -76,11 +76,6 @@
       "description": "Open-Source Webhooks-as-a-service (WaaS) that makes it easy for developers to send webhooks.",
       "href": "https://www.hook0.com"
     },
-    {
-      "name": "HTMX",
-      "description": "HTMX is a dependency-free JavaScript library that allows you to access AJAX, CSS Transitions, WebSockets, and Server Sent Events directly in HTML.",
-      "href": "https://htmx.org"
-    },
     {
       "name": "Inbox Zero",
       "description": "Inbox Zero makes it easy to clean up your inbox and reach inbox zero fast. It provides bulk newsletter unsubscribe, cold email blocking, email analytics, and AI automations.",
@@ -116,11 +111,6 @@
       "description": "Open-source monitoring platform with beautiful status pages",
       "href": "https://www.openstatus.dev"
     },
-    {
-      "name": "Papermark",
-      "description": "Open-Source Docsend Alternative to securely share documents with real-time analytics.",
-      "href": "https://www.papermark.io"
-    },
     {
       "name": "Prisma",
       "description": "Simplify working with databases. Build, optimize, and grow your app easily with an intuitive data model, type-safety, automated migrations, connection pooling, caching, and real-time db subscriptions.",
@@ -156,6 +146,11 @@
       "description": "The .NET Web Framework for Makers. Build production ready, full-stack web applications fast without sweating the small stuff.",
       "href": "https://spark-framework.net"
     },
+    {
+      "name": "Tiledesk",
+      "description": "The innovative open-source framework for developing LLM-enabled chatbots, Tiledesk empowers developers to create advanced, conversational AI agents.",
+      "href": "https://tiledesk.com"
+    },
     {
       "name": "Tolgee",
       "description": "Software localization from A to Z made really easy.",

apps/client/src/locales/messages.de.xlf

@@ -102,7 +102,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">134</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -196,10 +196,6 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">201</context>
         </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">262</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">263</context>
@@ -212,6 +208,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">265</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
+          <context context-type="linenumber">266</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
           <context context-type="linenumber">20</context>
@@ -278,11 +278,11 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-platform/admin-platform.component.html</context>
-          <context context-type="linenumber">97</context>
+          <context context-type="linenumber">101</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-tag/admin-tag.component.html</context>
-          <context context-type="linenumber">77</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
@@ -494,7 +494,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">411</context>
+          <context context-type="linenumber">412</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html</context>
@@ -534,7 +534,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">418</context>
+          <context context-type="linenumber">419</context>
         </context-group>
       </trans-unit>
       <trans-unit id="86c6e9437398addbc04b6570de19b2cb4afe6084" datatype="html">
@@ -754,7 +754,7 @@
         <target state="translated">Registrierung</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">96</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ee6a93295a4311c0968e99a6a8d0521684af361b" datatype="html">
@@ -762,7 +762,7 @@
         <target state="translated">Engagement pro Tag</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">150</context>
+          <context context-type="linenumber">158</context>
         </context-group>
       </trans-unit>
       <trans-unit id="623f499e6a4ab7f48d7bd483fa49af15713346dd" datatype="html">
@@ -770,7 +770,7 @@
         <target state="translated">Letzte Abfrage</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">183</context>
         </context-group>
       </trans-unit>
       <trans-unit id="68ca4a6d3699c0b1141421f8ca995cb1ed736128" datatype="html">
@@ -814,7 +814,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">105</context>
+          <context context-type="linenumber">113</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/header/header.component.html</context>
@@ -1166,7 +1166,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">39</context>
+          <context context-type="linenumber">56</context>
         </context-group>
       </trans-unit>
       <trans-unit id="802222cb4754d74846b18f651b1f94e21576185d" datatype="html">
@@ -1210,7 +1210,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.html</context>
-          <context context-type="linenumber">23</context>
+          <context context-type="linenumber">32</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ce718ababbce63d776cf8b1f91412beb4c0a6e04" datatype="html">
@@ -1350,7 +1350,7 @@
         <target state="translated">Brutto Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">77</context>
         </context-group>
       </trans-unit>
       <trans-unit id="97226819b093f672baea3bb0c6c0f6da02f88ad2" datatype="html">
@@ -1380,7 +1380,7 @@
         <target state="translated">Absolute Netto Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">116</context>
         </context-group>
       </trans-unit>
       <trans-unit id="26de2fb4d52a11f78e22587a48690cba0fc6fa58" datatype="html">
@@ -1388,7 +1388,7 @@
         <target state="translated">Netto Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">123</context>
+          <context context-type="linenumber">133</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f159ffb7a09c8c1fe7913ef063462db50ddcd878" datatype="html">
@@ -1396,7 +1396,7 @@
         <target state="translated">Gesamtanlagevermögen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">159</context>
         </context-group>
       </trans-unit>
       <trans-unit id="59d87bdb983dda90c1e86d086430552ec05c7a4d" datatype="html">
@@ -1404,7 +1404,7 @@
         <target state="translated">Wertsachen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">158</context>
+          <context context-type="linenumber">172</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2201b2004bc4997a66f6f8ea2511a4e1311f3de1" datatype="html">
@@ -1412,7 +1412,7 @@
         <target state="translated">Notfallfonds</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">184</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -1428,7 +1428,7 @@
         <target state="translated">Kaufkraft</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">217</context>
+          <context context-type="linenumber">231</context>
         </context-group>
       </trans-unit>
       <trans-unit id="67251f04518ae452230c68a748b3fa2838b4db74" datatype="html">
@@ -1436,7 +1436,7 @@
         <target state="translated">Gesamtvermögen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">264</context>
+          <context context-type="linenumber">278</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e702514cebbfb335331b6d6156ffeacb8c3b14e4" datatype="html">
@@ -1444,7 +1444,7 @@
         <target state="translated"> Performance pro Jahr </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">276</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
@@ -1452,7 +1452,7 @@
         <target state="translated">Dividenden</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">306</context>
+          <context context-type="linenumber">324</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -1468,7 +1468,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">260</context>
+          <context context-type="linenumber">261</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
@@ -1528,7 +1528,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">366</context>
+          <context context-type="linenumber">367</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.html</context>
@@ -1572,7 +1572,7 @@
         <target state="translated">Alle anzeigen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/holdings-table/holdings-table.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">174</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6048892649018070225" datatype="html">
@@ -2036,7 +2036,7 @@
         <target state="translated">Bargeld</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">191</context>
+          <context context-type="linenumber">205</context>
         </context-group>
       </trans-unit>
       <trans-unit id="32072c7fb0469aaf82d256a59b3e0d6ecce973b9" datatype="html">
@@ -2212,7 +2212,7 @@
         <target state="translated">Nach Konto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">269</context>
+          <context context-type="linenumber">270</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@@ -2220,7 +2220,7 @@
         <target state="translated">Nach Währung</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">62</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@@ -2228,7 +2228,7 @@
         <target state="translated">Nach Anlageklasse</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">85</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@@ -2236,7 +2236,7 @@
         <target state="translated">Nach Position</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">109</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@@ -2244,7 +2244,7 @@
         <target state="translated">Nach Sektor</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">131</context>
+          <context context-type="linenumber">132</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@@ -2252,7 +2252,7 @@
         <target state="translated">Nach Kontinent</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">156</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@@ -2260,7 +2260,7 @@
         <target state="translated">Nach Land</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">312</context>
+          <context context-type="linenumber">313</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@@ -2268,7 +2268,7 @@
         <target state="translated">Regionen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">202</context>
+          <context context-type="linenumber">203</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2300,7 +2300,7 @@
         <target state="translated">Zeitstrahl der Investitionen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">298</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6ae1c94f6bad274424f97e9bc8766242c1577447" datatype="html">
@@ -2308,7 +2308,7 @@
         <target state="translated">Gewinner</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">157</context>
+          <context context-type="linenumber">168</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
@@ -2316,7 +2316,7 @@
         <target state="translated">Verlierer</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">203</context>
+          <context context-type="linenumber">216</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -2460,7 +2460,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">266</context>
+          <context context-type="linenumber">267</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2472,11 +2472,11 @@
         <target state="translated">Gebühr</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">285</context>
+          <context context-type="linenumber">286</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">314</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2496,7 +2496,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">322</context>
+          <context context-type="linenumber">323</context>
         </context-group>
       </trans-unit>
       <trans-unit id="584c9433705e9bfdd2e7a9f0192690f453d36196" datatype="html">
@@ -2520,7 +2520,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">337</context>
+          <context context-type="linenumber">338</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2309808536212982229" datatype="html">
@@ -2884,7 +2884,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">353</context>
+          <context context-type="linenumber">354</context>
         </context-group>
       </trans-unit>
       <trans-unit id="936788a5ab949fe0d70098ba051ac7a44999ff08" datatype="html">
@@ -2908,7 +2908,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">69</context>
+          <context context-type="linenumber">77</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -2920,7 +2920,7 @@
         <target state="translated">Entwickelte Länder</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">227</context>
+          <context context-type="linenumber">228</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2932,7 +2932,7 @@
         <target state="translated">Schwellenländer</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">237</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2944,7 +2944,7 @@
         <target state="translated">Übrige Länder</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">245</context>
+          <context context-type="linenumber">246</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -3020,7 +3020,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">69</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6844699413925472826" datatype="html">
@@ -3032,7 +3032,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">70</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4550487415324294802" datatype="html">
@@ -3100,7 +3100,7 @@
         <target state="translated">Von der Analyse ausgenommen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">243</context>
         </context-group>
       </trans-unit>
       <trans-unit id="616064537937996961" datatype="html">
@@ -3156,7 +3156,7 @@
         <target state="translated">Portfolio Wertentwicklung</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">268</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8192718423057883427" datatype="html">
@@ -3332,7 +3332,7 @@
         <target state="translated">Nordamerika</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">58</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1413778527796351850" datatype="html">
@@ -3340,7 +3340,7 @@
         <target state="translated">Afrika</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">59</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3345512471687795386" datatype="html">
@@ -3348,7 +3348,7 @@
         <target state="translated">Asien</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8350109327144196614" datatype="html">
@@ -3356,7 +3356,7 @@
         <target state="translated">Europa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">57</context>
+          <context context-type="linenumber">61</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3228811828827738441" datatype="html">
@@ -3364,7 +3364,7 @@
         <target state="translated">Ozeanien</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5957846001261659229" datatype="html">
@@ -3372,7 +3372,7 @@
         <target state="translated">Südamerika</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">60</context>
+          <context context-type="linenumber">64</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6f9fd3da06dc9000eef0d4dcbb37747b303048e9" datatype="html">
@@ -3464,7 +3464,7 @@
         <target state="translated">Zeitstrahl der Dividenden</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">341</context>
+          <context context-type="linenumber">356</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7765499580020598783" datatype="html">
@@ -3900,7 +3900,7 @@
         <target state="translated">Gebühren</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">94</context>
+          <context context-type="linenumber">100</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -4008,7 +4008,7 @@
         <target state="translated">Ups! Der historische Wechselkurs konnte nicht abgerufen werden vom</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">303</context>
+          <context context-type="linenumber">304</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7383cd391b1967e03f0636c231d20f036d5c37ee" datatype="html">
@@ -4076,7 +4076,7 @@
         <target state="translated">Benutzer verwenden</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">222</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c32a07710e402b2c056bd346e7c42f6015334a6" datatype="html">
@@ -4084,7 +4084,7 @@
         <target state="translated">Benutzer löschen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5316879909526485230" datatype="html">
@@ -4100,7 +4100,7 @@
         <target state="translated">Nach ETF-Anbieter</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">289</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e0c92dc95e1e0fc33d21b5e2df5ea28a86439d56" datatype="html">
@@ -4168,7 +4168,7 @@
         <target state="translated">Nach Plattform</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">43</context>
+          <context context-type="linenumber">44</context>
         </context-group>
       </trans-unit>
       <trans-unit id="dff74da4ffb45a2fd54f31f9db9da66f7012a702" datatype="html">
@@ -4320,7 +4320,7 @@
         <target state="translated">Aktueller Streak</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">319</context>
         </context-group>
       </trans-unit>
       <trans-unit id="eabb7b2ede5498042bc9fbb565981a780bf340dc" datatype="html">
@@ -4328,7 +4328,7 @@
         <target state="translated">Längster Streak</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">328</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4845030128243887325" datatype="html">
@@ -4368,7 +4368,7 @@
         <target state="translated">Verbindlichkeiten</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -9800,7 +9800,7 @@
         <target state="translated">Ratgeber</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">5</context>
+          <context context-type="linenumber">22</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6edd1a650db2af580ebe746813024c45f1d854b1" datatype="html">
@@ -9808,7 +9808,7 @@
         <target state="translated">Lexikon</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">75</context>
+          <context context-type="linenumber">92</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c2fe62534c65e66f2456e568a8f85ba471e6824b" datatype="html">
@@ -9876,7 +9876,7 @@
         <target state="translated">Anlagevermögen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">204</context>
+          <context context-type="linenumber">218</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6333857424161463201" datatype="html">
@@ -9892,7 +9892,7 @@
         <target state="translated">Nach Markt</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">178</context>
+          <context context-type="linenumber">179</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2075160647498894947" datatype="html">
@@ -9972,7 +9972,7 @@
         <target state="translated">Keine Daten verfügbar</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">257</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -10490,6 +10490,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/faq/faq-page.component.ts</context>
           <context context-type="linenumber">48</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
+          <context context-type="linenumber">17</context>
+        </context-group>
       </trans-unit>
       <trans-unit id="6703761340382395781" datatype="html">
         <source>features</source>
@@ -11448,7 +11452,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
-          <context context-type="linenumber">18</context>
+          <context context-type="linenumber">19</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a92a0e8a2e70e4a0735b714680629187d2b6f23e" datatype="html">
@@ -12097,7 +12101,7 @@
       </trans-unit>
       <trans-unit id="e8c5f8fe4c44fa8c6df595290d1597849a10634f" datatype="html">
         <source> Let’s dive deeper into the detailed Ghostfolio vs <x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> comparison table below to gain a thorough understanding of how Ghostfolio positions itself relative to <x id="INTERPOLATION" equiv-text="{{ product2.name }}"/>. We will explore various aspects such as features, data privacy, pricing, and more, allowing you to make a well-informed choice for your personal requirements. </source>
-        <target state="new"> Wir möchten uns in der untenstehenden Ghostfolio vs <x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> Vergleichstabelle ein detailliertes Bild davon machen, wie Ghostfolio im Vergleich zu <x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> positioniert ist. Wir werden dabei verschiedene Aspekte wie Funktionen, Datenschutz, Preise und weiteres untersuchen, damit du eine gut informierte Entscheidung für deine persönlichen Anforderungen treffen kannst. </target>
+        <target state="translated"> Wir möchten uns in der untenstehenden Ghostfolio vs <x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> Vergleichstabelle ein detailliertes Bild davon machen, wie Ghostfolio im Vergleich zu <x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> positioniert ist. Wir werden dabei verschiedene Aspekte wie Funktionen, Datenschutz, Preise und weiteres untersuchen, damit du eine gut informierte Entscheidung für deine persönlichen Anforderungen treffen kannst. </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page-template.html</context>
           <context context-type="linenumber">38</context>
@@ -13232,7 +13236,7 @@
         <target state="translated">Zins</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">294</context>
+          <context context-type="linenumber">312</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5e848e3fe28ec248b20a7dfb7e874a379312c1f6" datatype="html">
@@ -13740,7 +13744,7 @@
         <target state="translated">Extreme Angst</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">67</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2634398159221205491" datatype="html">
@@ -13748,7 +13752,7 @@
         <target state="translated">Extreme Gier</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">64</context>
+          <context context-type="linenumber">68</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3511545370905854666" datatype="html">
@@ -13756,7 +13760,7 @@
         <target state="translated">Neutral</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">67</context>
+          <context context-type="linenumber">71</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7183719827884539616" datatype="html">
@@ -13764,7 +13768,7 @@
         <target state="translated">Ups! Die historischen Daten konnten nicht geparsed werden.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">223</context>
         </context-group>
       </trans-unit>
       <trans-unit id="297546430113071258" datatype="html">
@@ -14625,7 +14629,7 @@
       </trans-unit>
       <trans-unit id="54bb0580a9f9e5cf80f61c5e94aaabb70c8b1f01" datatype="html">
         <source> If a translation is missing, kindly support us in extending it <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://github.com/ghostfolio/ghostfolio/blob/main/apps/client/src/locales/messages.{{ language }}.xlf&quot; target=&quot;_blank&quot; &gt;"/>here<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/>. </source>
-        <target state="new"> Wenn eine Übersetzung fehlt, unterstütze uns bitte dabei, sie <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://github.com/ghostfolio/ghostfolio/blob/main/apps/client/src/locales/messages.{{language}}.xlf&quot; target=&quot;_blank&quot; &gt;"/>hier<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/> zu ergänzen. </target>
+        <target state="translated"> Wenn eine Übersetzung fehlt, unterstütze uns bitte dabei, sie <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://github.com/ghostfolio/ghostfolio/blob/main/apps/client/src/locales/messages.{{language}}.xlf&quot; target=&quot;_blank&quot; &gt;"/>hier<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a &gt;"/> zu ergänzen. </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-account-settings/user-account-settings.html</context>
           <context context-type="linenumber">55</context>
@@ -14636,7 +14640,7 @@
         <target state="translated">Der aktuelle Marktpreis ist</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">318</context>
+          <context context-type="linenumber">317</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a79d938b5ed20249b4ab6bef86c12633d2f346a0" datatype="html">
@@ -14712,7 +14716,7 @@
         <target state="translated">Die Marktdaten sind verzögert für</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts</context>
-          <context context-type="linenumber">81</context>
+          <context context-type="linenumber">82</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8580549503047096056" datatype="html">
@@ -14727,52 +14731,52 @@
           <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="d335f8985e317258d58d103d2d275f84166d70bf" datatype="html">
-        <source> Absolute Asset Performance </source>
+      <trans-unit id="e19955db970092b9cde70be2cea163ab6adfac97" datatype="html">
+        <source>Absolute Asset Performance</source>
         <target state="translated"> Absolute Anlage Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">27</context>
+          <context context-type="linenumber">29</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e1c6c6ae1fb1c9d1c9cef7a7189564a5a011fff" datatype="html">
+      <trans-unit id="c726a56ba67c6c788e3759983dd8a1671d8cc886" datatype="html">
         <source> Asset Performance </source>
         <target state="translated"> Anlage Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">46</context>
+          <context context-type="linenumber">51</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="fee30b7c66e287ac87cadd3365869c1b02db6e61" datatype="html">
-        <source> Absolute Currency Performance </source>
+      <trans-unit id="8ce52b52483f502dd23ed290357a17307c60280c" datatype="html">
+        <source>Absolute Currency Performance</source>
         <target state="translated"> Absolute Währungsperformance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">73</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e718aa2eed2d481aca3ecc8086d597bb3006e6e" datatype="html">
+      <trans-unit id="e4da628796a8880899b986c2af0559a55d6a700c" datatype="html">
         <source> Currency Performance </source>
         <target state="translated"> Währungsperformance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">98</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="a09486bf95ab88829b3a8a66b45751cddcca241d" datatype="html">
+      <trans-unit id="5584854134b3049db7dfb7bf4d87a0b9b9b4b149" datatype="html">
         <source> Absolute Net Performance </source>
         <target state="translated"> Absolute Netto Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">121</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="b7d982bd60bf776dfd94e5df2092bb3380b75b33" datatype="html">
+      <trans-unit id="d88d656d93dd2029b9d35712789d2567d2c0d739" datatype="html">
         <source> Net Performance </source>
         <target state="translated"> Netto Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">128</context>
+          <context context-type="linenumber">140</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3105754554141014845" datatype="html">
@@ -14959,6 +14963,22 @@
           <context context-type="linenumber">13</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="8204176479746810612" datatype="html">
+        <source>Active</source>
+        <target state="translated">Aktiv</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">30</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="7860418101283165917" datatype="html">
+        <source>Closed</source>
+        <target state="translated">Abgeschlossen</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">31</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/locales/messages.es.xlf

@@ -103,7 +103,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">134</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -197,10 +197,6 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">201</context>
         </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">262</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">263</context>
@@ -213,6 +209,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">265</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
+          <context context-type="linenumber">266</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
           <context context-type="linenumber">20</context>
@@ -279,11 +279,11 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-platform/admin-platform.component.html</context>
-          <context context-type="linenumber">97</context>
+          <context context-type="linenumber">101</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-tag/admin-tag.component.html</context>
-          <context context-type="linenumber">77</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
@@ -495,7 +495,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">411</context>
+          <context context-type="linenumber">412</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html</context>
@@ -535,7 +535,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">418</context>
+          <context context-type="linenumber">419</context>
         </context-group>
       </trans-unit>
       <trans-unit id="86c6e9437398addbc04b6570de19b2cb4afe6084" datatype="html">
@@ -755,7 +755,7 @@
         <target state="translated">Registro</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">96</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ee6a93295a4311c0968e99a6a8d0521684af361b" datatype="html">
@@ -763,7 +763,7 @@
         <target state="translated">Contratación diaria</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">150</context>
+          <context context-type="linenumber">158</context>
         </context-group>
       </trans-unit>
       <trans-unit id="623f499e6a4ab7f48d7bd483fa49af15713346dd" datatype="html">
@@ -771,7 +771,7 @@
         <target state="new">Última petición</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">183</context>
         </context-group>
       </trans-unit>
       <trans-unit id="68ca4a6d3699c0b1141421f8ca995cb1ed736128" datatype="html">
@@ -815,7 +815,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">105</context>
+          <context context-type="linenumber">113</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/header/header.component.html</context>
@@ -1167,7 +1167,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">39</context>
+          <context context-type="linenumber">56</context>
         </context-group>
       </trans-unit>
       <trans-unit id="802222cb4754d74846b18f651b1f94e21576185d" datatype="html">
@@ -1211,7 +1211,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.html</context>
-          <context context-type="linenumber">23</context>
+          <context context-type="linenumber">32</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ce718ababbce63d776cf8b1f91412beb4c0a6e04" datatype="html">
@@ -1351,7 +1351,7 @@
         <target state="translated">Rendimiento bruto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">77</context>
         </context-group>
       </trans-unit>
       <trans-unit id="97226819b093f672baea3bb0c6c0f6da02f88ad2" datatype="html">
@@ -1378,7 +1378,7 @@
         <target state="translated">Rendimiento neto absoluto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">116</context>
         </context-group>
       </trans-unit>
       <trans-unit id="26de2fb4d52a11f78e22587a48690cba0fc6fa58" datatype="html">
@@ -1386,7 +1386,7 @@
         <target state="translated">Rendimiento neto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">123</context>
+          <context context-type="linenumber">133</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f159ffb7a09c8c1fe7913ef063462db50ddcd878" datatype="html">
@@ -1394,7 +1394,7 @@
         <target state="translated">Total de activos</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">159</context>
         </context-group>
       </trans-unit>
       <trans-unit id="59d87bdb983dda90c1e86d086430552ec05c7a4d" datatype="html">
@@ -1402,7 +1402,7 @@
         <target state="translated">Objetos de valor</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">158</context>
+          <context context-type="linenumber">172</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2201b2004bc4997a66f6f8ea2511a4e1311f3de1" datatype="html">
@@ -1410,7 +1410,7 @@
         <target state="translated">Fondo de emergencia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">184</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -1426,7 +1426,7 @@
         <target state="translated">Capacidad de compra</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">217</context>
+          <context context-type="linenumber">231</context>
         </context-group>
       </trans-unit>
       <trans-unit id="67251f04518ae452230c68a748b3fa2838b4db74" datatype="html">
@@ -1434,7 +1434,7 @@
         <target state="translated">Patrimonio neto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">264</context>
+          <context context-type="linenumber">278</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e702514cebbfb335331b6d6156ffeacb8c3b14e4" datatype="html">
@@ -1442,7 +1442,7 @@
         <target state="new">Rendimiento anualizado</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">276</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
@@ -1450,7 +1450,7 @@
         <target state="translated">Dividendo</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">306</context>
+          <context context-type="linenumber">324</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -1466,7 +1466,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">260</context>
+          <context context-type="linenumber">261</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
@@ -1526,7 +1526,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">366</context>
+          <context context-type="linenumber">367</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.html</context>
@@ -1570,7 +1570,7 @@
         <target state="translated">Mostrar todos</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/holdings-table/holdings-table.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">174</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6048892649018070225" datatype="html">
@@ -2034,7 +2034,7 @@
         <target state="translated">Efectivo</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">191</context>
+          <context context-type="linenumber">205</context>
         </context-group>
       </trans-unit>
       <trans-unit id="32072c7fb0469aaf82d256a59b3e0d6ecce973b9" datatype="html">
@@ -2210,7 +2210,7 @@
         <target state="translated">Por cuenta</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">269</context>
+          <context context-type="linenumber">270</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@@ -2218,7 +2218,7 @@
         <target state="translated">Por divisa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">62</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@@ -2226,7 +2226,7 @@
         <target state="translated">Por tipo de activo</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">85</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@@ -2234,7 +2234,7 @@
         <target state="translated">Por participación</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">109</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@@ -2242,7 +2242,7 @@
         <target state="translated">Por sector</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">131</context>
+          <context context-type="linenumber">132</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@@ -2250,7 +2250,7 @@
         <target state="translated">Por continente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">156</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@@ -2258,7 +2258,7 @@
         <target state="translated">Por país</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">312</context>
+          <context context-type="linenumber">313</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@@ -2266,7 +2266,7 @@
         <target state="translated">Regiones</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">202</context>
+          <context context-type="linenumber">203</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2298,7 +2298,7 @@
         <target state="translated">Cronología de la inversión</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">298</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6ae1c94f6bad274424f97e9bc8766242c1577447" datatype="html">
@@ -2306,7 +2306,7 @@
         <target state="translated">Lo mejor</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">157</context>
+          <context context-type="linenumber">168</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
@@ -2314,7 +2314,7 @@
         <target state="translated">Lo peor</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">203</context>
+          <context context-type="linenumber">216</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -2458,7 +2458,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">266</context>
+          <context context-type="linenumber">267</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2470,11 +2470,11 @@
         <target state="translated">Comisión</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">285</context>
+          <context context-type="linenumber">286</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">314</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2494,7 +2494,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">322</context>
+          <context context-type="linenumber">323</context>
         </context-group>
       </trans-unit>
       <trans-unit id="584c9433705e9bfdd2e7a9f0192690f453d36196" datatype="html">
@@ -2518,7 +2518,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">337</context>
+          <context context-type="linenumber">338</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2309808536212982229" datatype="html">
@@ -2842,7 +2842,7 @@
         <target state="translated">Mercados desarrollados</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">227</context>
+          <context context-type="linenumber">228</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2870,7 +2870,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">353</context>
+          <context context-type="linenumber">354</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c5ec7bc638db6f37c402e4afab2084f8763e268" datatype="html">
@@ -2894,7 +2894,7 @@
         <target state="translated">Otros mercados</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">245</context>
+          <context context-type="linenumber">246</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2906,7 +2906,7 @@
         <target state="translated">Mercados emergentes</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">237</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2934,7 +2934,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">69</context>
+          <context context-type="linenumber">77</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -3018,7 +3018,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">69</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6844699413925472826" datatype="html">
@@ -3030,7 +3030,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">70</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4550487415324294802" datatype="html">
@@ -3098,7 +3098,7 @@
         <target state="translated">Excluido del análisis</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">243</context>
         </context-group>
       </trans-unit>
       <trans-unit id="616064537937996961" datatype="html">
@@ -3154,7 +3154,7 @@
         <target state="translated">Evolución cartera</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">268</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8192718423057883427" datatype="html">
@@ -3330,7 +3330,7 @@
         <target state="translated">América del Norte</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">58</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1413778527796351850" datatype="html">
@@ -3338,7 +3338,7 @@
         <target state="translated">África</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">59</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3345512471687795386" datatype="html">
@@ -3346,7 +3346,7 @@
         <target state="translated">Asia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8350109327144196614" datatype="html">
@@ -3354,7 +3354,7 @@
         <target state="translated">Europa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">57</context>
+          <context context-type="linenumber">61</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3228811828827738441" datatype="html">
@@ -3362,7 +3362,7 @@
         <target state="translated">Oceanía</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5957846001261659229" datatype="html">
@@ -3370,7 +3370,7 @@
         <target state="translated">América del Sur</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">60</context>
+          <context context-type="linenumber">64</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6f9fd3da06dc9000eef0d4dcbb37747b303048e9" datatype="html">
@@ -3474,7 +3474,7 @@
         <target state="new">Dividend Timeline</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">341</context>
+          <context context-type="linenumber">356</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7608037008789240367" datatype="html">
@@ -3898,7 +3898,7 @@
         <target state="new">Fees</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">94</context>
+          <context context-type="linenumber">100</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -4006,7 +4006,7 @@
         <target state="new">Oops! Could not get the historical exchange rate from</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">303</context>
+          <context context-type="linenumber">304</context>
         </context-group>
       </trans-unit>
       <trans-unit id="af22005ceeded8dba7571d8b93a3e06bd674c488" datatype="html">
@@ -4074,7 +4074,7 @@
         <target state="new">Impersonate User</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">222</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c32a07710e402b2c056bd346e7c42f6015334a6" datatype="html">
@@ -4082,7 +4082,7 @@
         <target state="new">Delete User</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5316879909526485230" datatype="html">
@@ -4098,7 +4098,7 @@
         <target state="new">By ETF Provider</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">289</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e0c92dc95e1e0fc33d21b5e2df5ea28a86439d56" datatype="html">
@@ -4166,7 +4166,7 @@
         <target state="new">By Platform</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">43</context>
+          <context context-type="linenumber">44</context>
         </context-group>
       </trans-unit>
       <trans-unit id="dff74da4ffb45a2fd54f31f9db9da66f7012a702" datatype="html">
@@ -4318,7 +4318,7 @@
         <target state="new">Current Streak</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">319</context>
         </context-group>
       </trans-unit>
       <trans-unit id="eabb7b2ede5498042bc9fbb565981a780bf340dc" datatype="html">
@@ -4326,7 +4326,7 @@
         <target state="new">Longest Streak</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">328</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4845030128243887325" datatype="html">
@@ -4366,7 +4366,7 @@
         <target state="new">Liabilities</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -9798,7 +9798,7 @@
         <target state="new">Guides</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">5</context>
+          <context context-type="linenumber">22</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6edd1a650db2af580ebe746813024c45f1d854b1" datatype="html">
@@ -9806,7 +9806,7 @@
         <target state="new">Glossary</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">75</context>
+          <context context-type="linenumber">92</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c2fe62534c65e66f2456e568a8f85ba471e6824b" datatype="html">
@@ -9874,7 +9874,7 @@
         <target state="new">Assets</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">204</context>
+          <context context-type="linenumber">218</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6333857424161463201" datatype="html">
@@ -9890,7 +9890,7 @@
         <target state="new">By Market</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">178</context>
+          <context context-type="linenumber">179</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2075160647498894947" datatype="html">
@@ -9970,7 +9970,7 @@
         <target state="new">No data available</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">257</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -10488,6 +10488,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/faq/faq-page.component.ts</context>
           <context context-type="linenumber">48</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
+          <context context-type="linenumber">17</context>
+        </context-group>
       </trans-unit>
       <trans-unit id="6703761340382395781" datatype="html">
         <source>features</source>
@@ -11446,7 +11450,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
-          <context context-type="linenumber">18</context>
+          <context context-type="linenumber">19</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a92a0e8a2e70e4a0735b714680629187d2b6f23e" datatype="html">
@@ -13230,7 +13234,7 @@
         <target state="new">Interest</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">294</context>
+          <context context-type="linenumber">312</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5e848e3fe28ec248b20a7dfb7e874a379312c1f6" datatype="html">
@@ -13738,7 +13742,7 @@
         <target state="new">Extreme Fear</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">67</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2634398159221205491" datatype="html">
@@ -13746,7 +13750,7 @@
         <target state="new">Extreme Greed</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">64</context>
+          <context context-type="linenumber">68</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3511545370905854666" datatype="html">
@@ -13754,7 +13758,7 @@
         <target state="new">Neutral</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">67</context>
+          <context context-type="linenumber">71</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7183719827884539616" datatype="html">
@@ -13762,7 +13766,7 @@
         <target state="new">Oops! Could not parse historical data.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">223</context>
         </context-group>
       </trans-unit>
       <trans-unit id="297546430113071258" datatype="html">
@@ -14634,7 +14638,7 @@
         <target state="new">The current market price is</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">318</context>
+          <context context-type="linenumber">317</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a79d938b5ed20249b4ab6bef86c12633d2f346a0" datatype="html">
@@ -14710,7 +14714,7 @@
         <target state="new">Market data is delayed for</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts</context>
-          <context context-type="linenumber">81</context>
+          <context context-type="linenumber">82</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8580549503047096056" datatype="html">
@@ -14725,52 +14729,52 @@
           <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="d335f8985e317258d58d103d2d275f84166d70bf" datatype="html">
-        <source> Absolute Asset Performance </source>
-        <target state="new"> Absolute Asset Performance </target>
+      <trans-unit id="e19955db970092b9cde70be2cea163ab6adfac97" datatype="html">
+        <source>Absolute Asset Performance</source>
+        <target state="new">Absolute Asset Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">27</context>
+          <context context-type="linenumber">29</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e1c6c6ae1fb1c9d1c9cef7a7189564a5a011fff" datatype="html">
+      <trans-unit id="c726a56ba67c6c788e3759983dd8a1671d8cc886" datatype="html">
         <source> Asset Performance </source>
         <target state="new"> Asset Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">46</context>
+          <context context-type="linenumber">51</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="fee30b7c66e287ac87cadd3365869c1b02db6e61" datatype="html">
-        <source> Absolute Currency Performance </source>
-        <target state="new"> Absolute Currency Performance </target>
+      <trans-unit id="8ce52b52483f502dd23ed290357a17307c60280c" datatype="html">
+        <source>Absolute Currency Performance</source>
+        <target state="new">Absolute Currency Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">73</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e718aa2eed2d481aca3ecc8086d597bb3006e6e" datatype="html">
+      <trans-unit id="e4da628796a8880899b986c2af0559a55d6a700c" datatype="html">
         <source> Currency Performance </source>
         <target state="new"> Currency Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">98</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="a09486bf95ab88829b3a8a66b45751cddcca241d" datatype="html">
+      <trans-unit id="5584854134b3049db7dfb7bf4d87a0b9b9b4b149" datatype="html">
         <source> Absolute Net Performance </source>
         <target state="new"> Absolute Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">121</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="b7d982bd60bf776dfd94e5df2092bb3380b75b33" datatype="html">
+      <trans-unit id="d88d656d93dd2029b9d35712789d2567d2c0d739" datatype="html">
         <source> Net Performance </source>
         <target state="new"> Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">128</context>
+          <context context-type="linenumber">140</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3105754554141014845" datatype="html">
@@ -14957,6 +14961,22 @@
           <context context-type="linenumber">13</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="8204176479746810612" datatype="html">
+        <source>Active</source>
+        <target state="new">Active</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">30</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="7860418101283165917" datatype="html">
+        <source>Closed</source>
+        <target state="new">Closed</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">31</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/locales/messages.fr.xlf

@@ -114,7 +114,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">134</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -252,10 +252,6 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">201</context>
         </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">262</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">263</context>
@@ -268,6 +264,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">265</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
+          <context context-type="linenumber">266</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
           <context context-type="linenumber">20</context>
@@ -334,11 +334,11 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-platform/admin-platform.component.html</context>
-          <context context-type="linenumber">97</context>
+          <context context-type="linenumber">101</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-tag/admin-tag.component.html</context>
-          <context context-type="linenumber">77</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
@@ -550,7 +550,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">411</context>
+          <context context-type="linenumber">412</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html</context>
@@ -590,7 +590,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">418</context>
+          <context context-type="linenumber">419</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4550487415324294802" datatype="html">
@@ -622,7 +622,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">337</context>
+          <context context-type="linenumber">338</context>
         </context-group>
       </trans-unit>
       <trans-unit id="27fe3d097c64eaec7ff564358f80fb7ba795f484" datatype="html">
@@ -646,7 +646,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">353</context>
+          <context context-type="linenumber">354</context>
         </context-group>
       </trans-unit>
       <trans-unit id="86c6e9437398addbc04b6570de19b2cb4afe6084" datatype="html">
@@ -762,7 +762,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">69</context>
+          <context context-type="linenumber">77</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -826,7 +826,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">322</context>
+          <context context-type="linenumber">323</context>
         </context-group>
       </trans-unit>
       <trans-unit id="912825160188860007" datatype="html">
@@ -922,7 +922,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">366</context>
+          <context context-type="linenumber">367</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.html</context>
@@ -1014,7 +1014,7 @@
         <target state="translated">Inscription</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">96</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4fe84c1d0eef5726c017f64c691145db7a61f879" datatype="html">
@@ -1026,7 +1026,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">105</context>
+          <context context-type="linenumber">113</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/header/header.component.html</context>
@@ -1054,7 +1054,7 @@
         <target state="translated">Engagement par Jour</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">150</context>
+          <context context-type="linenumber">158</context>
         </context-group>
       </trans-unit>
       <trans-unit id="623f499e6a4ab7f48d7bd483fa49af15713346dd" datatype="html">
@@ -1062,7 +1062,7 @@
         <target state="new"> Dernière Requête </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">183</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3cc9c2ae277393b3946b38c088dabff671b1ee1b" datatype="html">
@@ -1470,7 +1470,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">39</context>
+          <context context-type="linenumber">56</context>
         </context-group>
       </trans-unit>
       <trans-unit id="287d3301a32a65a1b31116bda5d3a6463158c42a" datatype="html">
@@ -1522,7 +1522,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.html</context>
-          <context context-type="linenumber">23</context>
+          <context context-type="linenumber">32</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5486880308148746399" datatype="html">
@@ -1534,7 +1534,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">69</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6844699413925472826" datatype="html">
@@ -1546,7 +1546,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">70</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ce718ababbce63d776cf8b1f91412beb4c0a6e04" datatype="html">
@@ -1714,7 +1714,7 @@
         <target state="translated">Performance Brute</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">77</context>
         </context-group>
       </trans-unit>
       <trans-unit id="97226819b093f672baea3bb0c6c0f6da02f88ad2" datatype="html">
@@ -1741,7 +1741,7 @@
         <target state="translated">Performance Absolue Nette</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">116</context>
         </context-group>
       </trans-unit>
       <trans-unit id="26de2fb4d52a11f78e22587a48690cba0fc6fa58" datatype="html">
@@ -1749,7 +1749,7 @@
         <target state="translated">Performance nette</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">123</context>
+          <context context-type="linenumber">133</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f159ffb7a09c8c1fe7913ef063462db50ddcd878" datatype="html">
@@ -1757,7 +1757,7 @@
         <target state="translated">Actifs Totaux</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">159</context>
         </context-group>
       </trans-unit>
       <trans-unit id="59d87bdb983dda90c1e86d086430552ec05c7a4d" datatype="html">
@@ -1765,7 +1765,7 @@
         <target state="translated">Biens</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">158</context>
+          <context context-type="linenumber">172</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2201b2004bc4997a66f6f8ea2511a4e1311f3de1" datatype="html">
@@ -1773,7 +1773,7 @@
         <target state="translated">Fonds d&apos;Urgence</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">184</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -1789,7 +1789,7 @@
         <target state="translated">Pouvoir d&apos;Achat</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">217</context>
+          <context context-type="linenumber">231</context>
         </context-group>
       </trans-unit>
       <trans-unit id="98fc3013bfcbf452b9f37bbfcdb77b9b882866e3" datatype="html">
@@ -1797,7 +1797,7 @@
         <target state="translated">Exclus de l&apos;Analyse</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">243</context>
         </context-group>
       </trans-unit>
       <trans-unit id="67251f04518ae452230c68a748b3fa2838b4db74" datatype="html">
@@ -1805,7 +1805,7 @@
         <target state="translated">Fortune</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">264</context>
+          <context context-type="linenumber">278</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e702514cebbfb335331b6d6156ffeacb8c3b14e4" datatype="html">
@@ -1813,7 +1813,7 @@
         <target state="translated"> Performance annualisée </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">276</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
@@ -1821,7 +1821,7 @@
         <target state="translated">Dividende</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">306</context>
+          <context context-type="linenumber">324</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -1837,7 +1837,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">260</context>
+          <context context-type="linenumber">261</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
@@ -2385,7 +2385,7 @@
         <target state="translated">Cash</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">191</context>
+          <context context-type="linenumber">205</context>
         </context-group>
       </trans-unit>
       <trans-unit id="bc53583e9b147e117be82c6bbec021d66ea8b549" datatype="html">
@@ -2665,7 +2665,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">266</context>
+          <context context-type="linenumber">267</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2677,11 +2677,11 @@
         <target state="translated">Frais</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">285</context>
+          <context context-type="linenumber">286</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">314</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2781,7 +2781,7 @@
         <target state="translated">Par Compte</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">269</context>
+          <context context-type="linenumber">270</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@@ -2789,7 +2789,7 @@
         <target state="translated">Par Devise</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">62</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@@ -2797,7 +2797,7 @@
         <target state="translated">Par Classe d&apos;Actifs</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">85</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@@ -2805,7 +2805,7 @@
         <target state="translated">Par Position</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">109</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@@ -2813,7 +2813,7 @@
         <target state="translated">Par Secteur</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">131</context>
+          <context context-type="linenumber">132</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@@ -2821,7 +2821,7 @@
         <target state="translated">Par Continent</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">156</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@@ -2829,7 +2829,7 @@
         <target state="translated">Par Pays</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">312</context>
+          <context context-type="linenumber">313</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@@ -2837,7 +2837,7 @@
         <target state="translated">Régions</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">202</context>
+          <context context-type="linenumber">203</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2849,7 +2849,7 @@
         <target state="translated">Marchés Développés</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">227</context>
+          <context context-type="linenumber">228</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2861,7 +2861,7 @@
         <target state="translated">Marchés Émergents</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">237</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2873,7 +2873,7 @@
         <target state="translated">Autres marchés</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">245</context>
+          <context context-type="linenumber">246</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2933,7 +2933,7 @@
         <target state="translated">Haut</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">157</context>
+          <context context-type="linenumber">168</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
@@ -2941,7 +2941,7 @@
         <target state="translated">Bas</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">203</context>
+          <context context-type="linenumber">216</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f1a355a1af2e818050a3af693ac8b521fa7edc5f" datatype="html">
@@ -2949,7 +2949,7 @@
         <target state="translated">Évolution du Portefeuille</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">268</context>
         </context-group>
       </trans-unit>
       <trans-unit id="658bfe96ba9d3a3a2ada478c8c855286b841f92a" datatype="html">
@@ -2957,7 +2957,7 @@
         <target state="translated">Historique des Investissements</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">298</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6410cffb96159fcff46d91effc26df0e240bc0e3" datatype="html">
@@ -2965,7 +2965,7 @@
         <target state="translated">Historique des Dividendes</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">341</context>
+          <context context-type="linenumber">356</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -3325,7 +3325,7 @@
         <target state="translated">Montrer tout</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/holdings-table/holdings-table.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">174</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4086606389696938932" datatype="html">
@@ -3489,7 +3489,7 @@
         <target state="translated">Afrique</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">59</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3345512471687795386" datatype="html">
@@ -3497,7 +3497,7 @@
         <target state="translated">Asie</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8350109327144196614" datatype="html">
@@ -3505,7 +3505,7 @@
         <target state="translated">Europe</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">57</context>
+          <context context-type="linenumber">61</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1228771048078164312" datatype="html">
@@ -3513,7 +3513,7 @@
         <target state="translated">Amérique du Nord</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">58</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3228811828827738441" datatype="html">
@@ -3521,7 +3521,7 @@
         <target state="translated">Océanie</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5957846001261659229" datatype="html">
@@ -3529,7 +3529,7 @@
         <target state="translated">Amérique du Sud</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">60</context>
+          <context context-type="linenumber">64</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c004f99bac91f7dc28e87d458f80e5035ae99884" datatype="html">
@@ -3897,7 +3897,7 @@
         <target state="translated">Frais</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">94</context>
+          <context context-type="linenumber">100</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -4005,7 +4005,7 @@
         <target state="translated">Oups ! Nous n&apos;avons pas pu obtenir le taux de change historique à partir de</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">303</context>
+          <context context-type="linenumber">304</context>
         </context-group>
       </trans-unit>
       <trans-unit id="af22005ceeded8dba7571d8b93a3e06bd674c488" datatype="html">
@@ -4073,7 +4073,7 @@
         <target state="translated">Voir en tant que ...</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">222</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c32a07710e402b2c056bd346e7c42f6015334a6" datatype="html">
@@ -4081,7 +4081,7 @@
         <target state="translated">Supprimer l&apos;Utilisateur</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5316879909526485230" datatype="html">
@@ -4097,7 +4097,7 @@
         <target state="translated">Par Émetteur d&apos;ETF</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">289</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e0c92dc95e1e0fc33d21b5e2df5ea28a86439d56" datatype="html">
@@ -4165,7 +4165,7 @@
         <target state="translated">Par Plateforme</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">43</context>
+          <context context-type="linenumber">44</context>
         </context-group>
       </trans-unit>
       <trans-unit id="dff74da4ffb45a2fd54f31f9db9da66f7012a702" datatype="html">
@@ -4317,7 +4317,7 @@
         <target state="translated">Série en cours</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">319</context>
         </context-group>
       </trans-unit>
       <trans-unit id="eabb7b2ede5498042bc9fbb565981a780bf340dc" datatype="html">
@@ -4325,7 +4325,7 @@
         <target state="translated">Série la plus longue</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">328</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4845030128243887325" datatype="html">
@@ -4365,7 +4365,7 @@
         <target state="translated">Dettes</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -9797,7 +9797,7 @@
         <target state="new">Guides</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">5</context>
+          <context context-type="linenumber">22</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6edd1a650db2af580ebe746813024c45f1d854b1" datatype="html">
@@ -9805,7 +9805,7 @@
         <target state="new">Glossary</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">75</context>
+          <context context-type="linenumber">92</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c2fe62534c65e66f2456e568a8f85ba471e6824b" datatype="html">
@@ -9873,7 +9873,7 @@
         <target state="new">Assets</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">204</context>
+          <context context-type="linenumber">218</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6333857424161463201" datatype="html">
@@ -9889,7 +9889,7 @@
         <target state="new">By Market</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">178</context>
+          <context context-type="linenumber">179</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2075160647498894947" datatype="html">
@@ -9969,7 +9969,7 @@
         <target state="new">No data available</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">257</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -10487,6 +10487,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/faq/faq-page.component.ts</context>
           <context context-type="linenumber">48</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
+          <context context-type="linenumber">17</context>
+        </context-group>
       </trans-unit>
       <trans-unit id="6703761340382395781" datatype="html">
         <source>features</source>
@@ -11445,7 +11449,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
-          <context context-type="linenumber">18</context>
+          <context context-type="linenumber">19</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a92a0e8a2e70e4a0735b714680629187d2b6f23e" datatype="html">
@@ -13229,7 +13233,7 @@
         <target state="new">Interest</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">294</context>
+          <context context-type="linenumber">312</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5e848e3fe28ec248b20a7dfb7e874a379312c1f6" datatype="html">
@@ -13737,7 +13741,7 @@
         <target state="new">Extreme Fear</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">67</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2634398159221205491" datatype="html">
@@ -13745,7 +13749,7 @@
         <target state="new">Extreme Greed</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">64</context>
+          <context context-type="linenumber">68</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3511545370905854666" datatype="html">
@@ -13753,7 +13757,7 @@
         <target state="new">Neutral</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">67</context>
+          <context context-type="linenumber">71</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7183719827884539616" datatype="html">
@@ -13761,7 +13765,7 @@
         <target state="new">Oops! Could not parse historical data.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">223</context>
         </context-group>
       </trans-unit>
       <trans-unit id="297546430113071258" datatype="html">
@@ -14633,7 +14637,7 @@
         <target state="new">The current market price is</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">318</context>
+          <context context-type="linenumber">317</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a79d938b5ed20249b4ab6bef86c12633d2f346a0" datatype="html">
@@ -14709,7 +14713,7 @@
         <target state="new">Market data is delayed for</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts</context>
-          <context context-type="linenumber">81</context>
+          <context context-type="linenumber">82</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8580549503047096056" datatype="html">
@@ -14724,52 +14728,52 @@
           <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="d335f8985e317258d58d103d2d275f84166d70bf" datatype="html">
-        <source> Absolute Asset Performance </source>
-        <target state="new"> Absolute Asset Performance </target>
+      <trans-unit id="e19955db970092b9cde70be2cea163ab6adfac97" datatype="html">
+        <source>Absolute Asset Performance</source>
+        <target state="new">Absolute Asset Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">27</context>
+          <context context-type="linenumber">29</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e1c6c6ae1fb1c9d1c9cef7a7189564a5a011fff" datatype="html">
+      <trans-unit id="c726a56ba67c6c788e3759983dd8a1671d8cc886" datatype="html">
         <source> Asset Performance </source>
         <target state="new"> Asset Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">46</context>
+          <context context-type="linenumber">51</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="fee30b7c66e287ac87cadd3365869c1b02db6e61" datatype="html">
-        <source> Absolute Currency Performance </source>
-        <target state="new"> Absolute Currency Performance </target>
+      <trans-unit id="8ce52b52483f502dd23ed290357a17307c60280c" datatype="html">
+        <source>Absolute Currency Performance</source>
+        <target state="new">Absolute Currency Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">73</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e718aa2eed2d481aca3ecc8086d597bb3006e6e" datatype="html">
+      <trans-unit id="e4da628796a8880899b986c2af0559a55d6a700c" datatype="html">
         <source> Currency Performance </source>
         <target state="new"> Currency Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">98</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="a09486bf95ab88829b3a8a66b45751cddcca241d" datatype="html">
+      <trans-unit id="5584854134b3049db7dfb7bf4d87a0b9b9b4b149" datatype="html">
         <source> Absolute Net Performance </source>
         <target state="new"> Absolute Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">121</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="b7d982bd60bf776dfd94e5df2092bb3380b75b33" datatype="html">
+      <trans-unit id="d88d656d93dd2029b9d35712789d2567d2c0d739" datatype="html">
         <source> Net Performance </source>
         <target state="new"> Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">128</context>
+          <context context-type="linenumber">140</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3105754554141014845" datatype="html">
@@ -14956,6 +14960,22 @@
           <context context-type="linenumber">13</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="8204176479746810612" datatype="html">
+        <source>Active</source>
+        <target state="new">Active</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">30</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="7860418101283165917" datatype="html">
+        <source>Closed</source>
+        <target state="new">Closed</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">31</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/locales/messages.it.xlf

@@ -103,7 +103,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">134</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -197,10 +197,6 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">201</context>
         </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">262</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">263</context>
@@ -213,6 +209,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">265</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
+          <context context-type="linenumber">266</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
           <context context-type="linenumber">20</context>
@@ -279,11 +279,11 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-platform/admin-platform.component.html</context>
-          <context context-type="linenumber">97</context>
+          <context context-type="linenumber">101</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-tag/admin-tag.component.html</context>
-          <context context-type="linenumber">77</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
@@ -495,7 +495,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">411</context>
+          <context context-type="linenumber">412</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html</context>
@@ -535,7 +535,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">418</context>
+          <context context-type="linenumber">419</context>
         </context-group>
       </trans-unit>
       <trans-unit id="86c6e9437398addbc04b6570de19b2cb4afe6084" datatype="html">
@@ -755,7 +755,7 @@
         <target state="translated">Iscrizione</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">96</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ee6a93295a4311c0968e99a6a8d0521684af361b" datatype="html">
@@ -763,7 +763,7 @@
         <target state="translated">Partecipazione giornaliera</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">150</context>
+          <context context-type="linenumber">158</context>
         </context-group>
       </trans-unit>
       <trans-unit id="623f499e6a4ab7f48d7bd483fa49af15713346dd" datatype="html">
@@ -771,7 +771,7 @@
         <target state="new">Ultima richiesta</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">183</context>
         </context-group>
       </trans-unit>
       <trans-unit id="68ca4a6d3699c0b1141421f8ca995cb1ed736128" datatype="html">
@@ -815,7 +815,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">105</context>
+          <context context-type="linenumber">113</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/header/header.component.html</context>
@@ -1167,7 +1167,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">39</context>
+          <context context-type="linenumber">56</context>
         </context-group>
       </trans-unit>
       <trans-unit id="802222cb4754d74846b18f651b1f94e21576185d" datatype="html">
@@ -1211,7 +1211,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.html</context>
-          <context context-type="linenumber">23</context>
+          <context context-type="linenumber">32</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ce718ababbce63d776cf8b1f91412beb4c0a6e04" datatype="html">
@@ -1351,7 +1351,7 @@
         <target state="translated">Prestazioni lorde</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">77</context>
         </context-group>
       </trans-unit>
       <trans-unit id="97226819b093f672baea3bb0c6c0f6da02f88ad2" datatype="html">
@@ -1378,7 +1378,7 @@
         <target state="translated">Prestazioni nette assolute</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">116</context>
         </context-group>
       </trans-unit>
       <trans-unit id="26de2fb4d52a11f78e22587a48690cba0fc6fa58" datatype="html">
@@ -1386,7 +1386,7 @@
         <target state="translated">Prestazioni nette</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">123</context>
+          <context context-type="linenumber">133</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f159ffb7a09c8c1fe7913ef063462db50ddcd878" datatype="html">
@@ -1394,7 +1394,7 @@
         <target state="translated">Asset totali</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">159</context>
         </context-group>
       </trans-unit>
       <trans-unit id="59d87bdb983dda90c1e86d086430552ec05c7a4d" datatype="html">
@@ -1402,7 +1402,7 @@
         <target state="translated">Oggetti di valore</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">158</context>
+          <context context-type="linenumber">172</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2201b2004bc4997a66f6f8ea2511a4e1311f3de1" datatype="html">
@@ -1410,7 +1410,7 @@
         <target state="translated">Fondo di emergenza</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">184</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -1426,7 +1426,7 @@
         <target state="translated">Potere d&apos;acquisto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">217</context>
+          <context context-type="linenumber">231</context>
         </context-group>
       </trans-unit>
       <trans-unit id="67251f04518ae452230c68a748b3fa2838b4db74" datatype="html">
@@ -1434,7 +1434,7 @@
         <target state="translated">Patrimonio netto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">264</context>
+          <context context-type="linenumber">278</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e702514cebbfb335331b6d6156ffeacb8c3b14e4" datatype="html">
@@ -1442,7 +1442,7 @@
         <target state="translated">Prestazioni annualizzate</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">276</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
@@ -1450,7 +1450,7 @@
         <target state="translated">Dividendo</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">306</context>
+          <context context-type="linenumber">324</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -1466,7 +1466,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">260</context>
+          <context context-type="linenumber">261</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
@@ -1526,7 +1526,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">366</context>
+          <context context-type="linenumber">367</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.html</context>
@@ -1570,7 +1570,7 @@
         <target state="translated">Mostra tutti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/holdings-table/holdings-table.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">174</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6048892649018070225" datatype="html">
@@ -2034,7 +2034,7 @@
         <target state="translated">Contanti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">191</context>
+          <context context-type="linenumber">205</context>
         </context-group>
       </trans-unit>
       <trans-unit id="32072c7fb0469aaf82d256a59b3e0d6ecce973b9" datatype="html">
@@ -2210,7 +2210,7 @@
         <target state="translated">Per account</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">269</context>
+          <context context-type="linenumber">270</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@@ -2218,7 +2218,7 @@
         <target state="translated">Per valuta</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">62</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@@ -2226,7 +2226,7 @@
         <target state="translated">Per classe asset</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">85</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@@ -2234,7 +2234,7 @@
         <target state="translated">Per partecipazione</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">109</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@@ -2242,7 +2242,7 @@
         <target state="translated">Per settore</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">131</context>
+          <context context-type="linenumber">132</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@@ -2250,7 +2250,7 @@
         <target state="translated">Per continente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">156</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@@ -2258,7 +2258,7 @@
         <target state="translated">Per paese</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">312</context>
+          <context context-type="linenumber">313</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@@ -2266,7 +2266,7 @@
         <target state="translated">Regioni</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">202</context>
+          <context context-type="linenumber">203</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2298,7 +2298,7 @@
         <target state="translated">Cronologia degli investimenti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">298</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6ae1c94f6bad274424f97e9bc8766242c1577447" datatype="html">
@@ -2306,7 +2306,7 @@
         <target state="translated">In alto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">157</context>
+          <context context-type="linenumber">168</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
@@ -2314,7 +2314,7 @@
         <target state="translated">In basso</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">203</context>
+          <context context-type="linenumber">216</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -2458,7 +2458,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">266</context>
+          <context context-type="linenumber">267</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2470,11 +2470,11 @@
         <target state="translated">Commissione</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">285</context>
+          <context context-type="linenumber">286</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">314</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2494,7 +2494,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">322</context>
+          <context context-type="linenumber">323</context>
         </context-group>
       </trans-unit>
       <trans-unit id="584c9433705e9bfdd2e7a9f0192690f453d36196" datatype="html">
@@ -2518,7 +2518,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">337</context>
+          <context context-type="linenumber">338</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2309808536212982229" datatype="html">
@@ -2842,7 +2842,7 @@
         <target state="translated">Mercati sviluppati</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">227</context>
+          <context context-type="linenumber">228</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2870,7 +2870,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">353</context>
+          <context context-type="linenumber">354</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c5ec7bc638db6f37c402e4afab2084f8763e268" datatype="html">
@@ -2894,7 +2894,7 @@
         <target state="translated">Altri mercati</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">245</context>
+          <context context-type="linenumber">246</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2906,7 +2906,7 @@
         <target state="translated">Mercati emergenti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">237</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2934,7 +2934,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">69</context>
+          <context context-type="linenumber">77</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -3018,7 +3018,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">69</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6844699413925472826" datatype="html">
@@ -3030,7 +3030,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">70</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4550487415324294802" datatype="html">
@@ -3098,7 +3098,7 @@
         <target state="translated">Escluso dall&apos;analisi</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">243</context>
         </context-group>
       </trans-unit>
       <trans-unit id="616064537937996961" datatype="html">
@@ -3154,7 +3154,7 @@
         <target state="translated">Evoluzione del portafoglio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">268</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8192718423057883427" datatype="html">
@@ -3330,7 +3330,7 @@
         <target state="translated">Nord America</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">58</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1413778527796351850" datatype="html">
@@ -3338,7 +3338,7 @@
         <target state="translated">Africa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">59</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3345512471687795386" datatype="html">
@@ -3346,7 +3346,7 @@
         <target state="translated">Asia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8350109327144196614" datatype="html">
@@ -3354,7 +3354,7 @@
         <target state="translated">Europa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">57</context>
+          <context context-type="linenumber">61</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3228811828827738441" datatype="html">
@@ -3362,7 +3362,7 @@
         <target state="translated">Oceania</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5957846001261659229" datatype="html">
@@ -3370,7 +3370,7 @@
         <target state="translated">Sud America</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">60</context>
+          <context context-type="linenumber">64</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6f9fd3da06dc9000eef0d4dcbb37747b303048e9" datatype="html">
@@ -3474,7 +3474,7 @@
         <target state="translated">Cronologia dei dividendi</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">341</context>
+          <context context-type="linenumber">356</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7608037008789240367" datatype="html">
@@ -3898,7 +3898,7 @@
         <target state="translated">Commissioni</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">94</context>
+          <context context-type="linenumber">100</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -4006,7 +4006,7 @@
         <target state="translated">Ops! Impossibile ottenere il tasso di cambio storico da</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">303</context>
+          <context context-type="linenumber">304</context>
         </context-group>
       </trans-unit>
       <trans-unit id="af22005ceeded8dba7571d8b93a3e06bd674c488" datatype="html">
@@ -4074,7 +4074,7 @@
         <target state="translated">Imita l&apos;utente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">222</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c32a07710e402b2c056bd346e7c42f6015334a6" datatype="html">
@@ -4082,7 +4082,7 @@
         <target state="translated">Elimina l&apos;utente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5316879909526485230" datatype="html">
@@ -4098,7 +4098,7 @@
         <target state="translated">Per fornitore di ETF</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">289</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e0c92dc95e1e0fc33d21b5e2df5ea28a86439d56" datatype="html">
@@ -4166,7 +4166,7 @@
         <target state="translated">Per piattaforma</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">43</context>
+          <context context-type="linenumber">44</context>
         </context-group>
       </trans-unit>
       <trans-unit id="dff74da4ffb45a2fd54f31f9db9da66f7012a702" datatype="html">
@@ -4318,7 +4318,7 @@
         <target state="translated">Serie attuale</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">319</context>
         </context-group>
       </trans-unit>
       <trans-unit id="eabb7b2ede5498042bc9fbb565981a780bf340dc" datatype="html">
@@ -4326,7 +4326,7 @@
         <target state="translated">Serie più lunga</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">328</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4845030128243887325" datatype="html">
@@ -4366,7 +4366,7 @@
         <target state="translated">Passività</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -9798,7 +9798,7 @@
         <target state="translated">Guide</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">5</context>
+          <context context-type="linenumber">22</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6edd1a650db2af580ebe746813024c45f1d854b1" datatype="html">
@@ -9806,7 +9806,7 @@
         <target state="translated">Glossario</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">75</context>
+          <context context-type="linenumber">92</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c2fe62534c65e66f2456e568a8f85ba471e6824b" datatype="html">
@@ -9874,7 +9874,7 @@
         <target state="translated">Asset</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">204</context>
+          <context context-type="linenumber">218</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6333857424161463201" datatype="html">
@@ -9890,7 +9890,7 @@
         <target state="translated">Per mercato</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">178</context>
+          <context context-type="linenumber">179</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2075160647498894947" datatype="html">
@@ -9970,7 +9970,7 @@
         <target state="translated">Nessun dato disponibile</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">257</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -10488,6 +10488,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/faq/faq-page.component.ts</context>
           <context context-type="linenumber">48</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
+          <context context-type="linenumber">17</context>
+        </context-group>
       </trans-unit>
       <trans-unit id="6703761340382395781" datatype="html">
         <source>features</source>
@@ -11446,7 +11450,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
-          <context context-type="linenumber">18</context>
+          <context context-type="linenumber">19</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a92a0e8a2e70e4a0735b714680629187d2b6f23e" datatype="html">
@@ -13230,7 +13234,7 @@
         <target state="new">Interest</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">294</context>
+          <context context-type="linenumber">312</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5e848e3fe28ec248b20a7dfb7e874a379312c1f6" datatype="html">
@@ -13738,7 +13742,7 @@
         <target state="new">Extreme Fear</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">67</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2634398159221205491" datatype="html">
@@ -13746,7 +13750,7 @@
         <target state="new">Extreme Greed</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">64</context>
+          <context context-type="linenumber">68</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3511545370905854666" datatype="html">
@@ -13754,7 +13758,7 @@
         <target state="new">Neutral</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">67</context>
+          <context context-type="linenumber">71</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7183719827884539616" datatype="html">
@@ -13762,7 +13766,7 @@
         <target state="new">Oops! Could not parse historical data.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">223</context>
         </context-group>
       </trans-unit>
       <trans-unit id="297546430113071258" datatype="html">
@@ -14634,7 +14638,7 @@
         <target state="new">The current market price is</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">318</context>
+          <context context-type="linenumber">317</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a79d938b5ed20249b4ab6bef86c12633d2f346a0" datatype="html">
@@ -14710,7 +14714,7 @@
         <target state="new">Market data is delayed for</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts</context>
-          <context context-type="linenumber">81</context>
+          <context context-type="linenumber">82</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8580549503047096056" datatype="html">
@@ -14725,52 +14729,52 @@
           <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="d335f8985e317258d58d103d2d275f84166d70bf" datatype="html">
-        <source> Absolute Asset Performance </source>
-        <target state="new"> Absolute Asset Performance </target>
+      <trans-unit id="e19955db970092b9cde70be2cea163ab6adfac97" datatype="html">
+        <source>Absolute Asset Performance</source>
+        <target state="new">Absolute Asset Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">27</context>
+          <context context-type="linenumber">29</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e1c6c6ae1fb1c9d1c9cef7a7189564a5a011fff" datatype="html">
+      <trans-unit id="c726a56ba67c6c788e3759983dd8a1671d8cc886" datatype="html">
         <source> Asset Performance </source>
         <target state="new"> Asset Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">46</context>
+          <context context-type="linenumber">51</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="fee30b7c66e287ac87cadd3365869c1b02db6e61" datatype="html">
-        <source> Absolute Currency Performance </source>
-        <target state="new"> Absolute Currency Performance </target>
+      <trans-unit id="8ce52b52483f502dd23ed290357a17307c60280c" datatype="html">
+        <source>Absolute Currency Performance</source>
+        <target state="new">Absolute Currency Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">73</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e718aa2eed2d481aca3ecc8086d597bb3006e6e" datatype="html">
+      <trans-unit id="e4da628796a8880899b986c2af0559a55d6a700c" datatype="html">
         <source> Currency Performance </source>
         <target state="new"> Currency Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">98</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="a09486bf95ab88829b3a8a66b45751cddcca241d" datatype="html">
+      <trans-unit id="5584854134b3049db7dfb7bf4d87a0b9b9b4b149" datatype="html">
         <source> Absolute Net Performance </source>
         <target state="new"> Absolute Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">121</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="b7d982bd60bf776dfd94e5df2092bb3380b75b33" datatype="html">
+      <trans-unit id="d88d656d93dd2029b9d35712789d2567d2c0d739" datatype="html">
         <source> Net Performance </source>
         <target state="new"> Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">128</context>
+          <context context-type="linenumber">140</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3105754554141014845" datatype="html">
@@ -14957,6 +14961,22 @@
           <context context-type="linenumber">13</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="8204176479746810612" datatype="html">
+        <source>Active</source>
+        <target state="new">Active</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">30</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="7860418101283165917" datatype="html">
+        <source>Closed</source>
+        <target state="new">Closed</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">31</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/locales/messages.nl.xlf

@@ -102,7 +102,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">134</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -196,10 +196,6 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">201</context>
         </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">262</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">263</context>
@@ -212,6 +208,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">265</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
+          <context context-type="linenumber">266</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
           <context context-type="linenumber">20</context>
@@ -278,11 +278,11 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-platform/admin-platform.component.html</context>
-          <context context-type="linenumber">97</context>
+          <context context-type="linenumber">101</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-tag/admin-tag.component.html</context>
-          <context context-type="linenumber">77</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
@@ -494,7 +494,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">411</context>
+          <context context-type="linenumber">412</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html</context>
@@ -534,7 +534,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">418</context>
+          <context context-type="linenumber">419</context>
         </context-group>
       </trans-unit>
       <trans-unit id="86c6e9437398addbc04b6570de19b2cb4afe6084" datatype="html">
@@ -754,7 +754,7 @@
         <target state="translated">Registratie</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">96</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ee6a93295a4311c0968e99a6a8d0521684af361b" datatype="html">
@@ -762,7 +762,7 @@
         <target state="translated">Betrokkenheid per dag</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">150</context>
+          <context context-type="linenumber">158</context>
         </context-group>
       </trans-unit>
       <trans-unit id="623f499e6a4ab7f48d7bd483fa49af15713346dd" datatype="html">
@@ -770,7 +770,7 @@
         <target state="new">Laatste verzoek</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">183</context>
         </context-group>
       </trans-unit>
       <trans-unit id="68ca4a6d3699c0b1141421f8ca995cb1ed736128" datatype="html">
@@ -814,7 +814,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">105</context>
+          <context context-type="linenumber">113</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/header/header.component.html</context>
@@ -1166,7 +1166,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">39</context>
+          <context context-type="linenumber">56</context>
         </context-group>
       </trans-unit>
       <trans-unit id="802222cb4754d74846b18f651b1f94e21576185d" datatype="html">
@@ -1210,7 +1210,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.html</context>
-          <context context-type="linenumber">23</context>
+          <context context-type="linenumber">32</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ce718ababbce63d776cf8b1f91412beb4c0a6e04" datatype="html">
@@ -1350,7 +1350,7 @@
         <target state="translated">Bruto rendement</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">77</context>
         </context-group>
       </trans-unit>
       <trans-unit id="97226819b093f672baea3bb0c6c0f6da02f88ad2" datatype="html">
@@ -1377,7 +1377,7 @@
         <target state="translated">Absoluut netto rendement</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">116</context>
         </context-group>
       </trans-unit>
       <trans-unit id="26de2fb4d52a11f78e22587a48690cba0fc6fa58" datatype="html">
@@ -1385,7 +1385,7 @@
         <target state="translated">Netto rendement</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">123</context>
+          <context context-type="linenumber">133</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f159ffb7a09c8c1fe7913ef063462db50ddcd878" datatype="html">
@@ -1393,7 +1393,7 @@
         <target state="translated">Totaal Activa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">159</context>
         </context-group>
       </trans-unit>
       <trans-unit id="59d87bdb983dda90c1e86d086430552ec05c7a4d" datatype="html">
@@ -1401,7 +1401,7 @@
         <target state="translated">Kostbaarheden</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">158</context>
+          <context context-type="linenumber">172</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2201b2004bc4997a66f6f8ea2511a4e1311f3de1" datatype="html">
@@ -1409,7 +1409,7 @@
         <target state="translated">Noodfonds</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">184</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -1425,7 +1425,7 @@
         <target state="translated">Koopkracht</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">217</context>
+          <context context-type="linenumber">231</context>
         </context-group>
       </trans-unit>
       <trans-unit id="67251f04518ae452230c68a748b3fa2838b4db74" datatype="html">
@@ -1433,7 +1433,7 @@
         <target state="translated">Netto waarde</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">264</context>
+          <context context-type="linenumber">278</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e702514cebbfb335331b6d6156ffeacb8c3b14e4" datatype="html">
@@ -1441,7 +1441,7 @@
         <target state="translated">Rendement per jaar</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">276</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
@@ -1449,7 +1449,7 @@
         <target state="translated">Dividend</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">306</context>
+          <context context-type="linenumber">324</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -1465,7 +1465,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">260</context>
+          <context context-type="linenumber">261</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
@@ -1525,7 +1525,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">366</context>
+          <context context-type="linenumber">367</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.html</context>
@@ -1569,7 +1569,7 @@
         <target state="translated">Toon alle</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/holdings-table/holdings-table.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">174</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6048892649018070225" datatype="html">
@@ -2033,7 +2033,7 @@
         <target state="translated">Contant geld</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">191</context>
+          <context context-type="linenumber">205</context>
         </context-group>
       </trans-unit>
       <trans-unit id="32072c7fb0469aaf82d256a59b3e0d6ecce973b9" datatype="html">
@@ -2209,7 +2209,7 @@
         <target state="translated">Per rekening</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">269</context>
+          <context context-type="linenumber">270</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@@ -2217,7 +2217,7 @@
         <target state="translated">Per valuta</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">62</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@@ -2225,7 +2225,7 @@
         <target state="translated">Per asset klasse</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">85</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@@ -2233,7 +2233,7 @@
         <target state="translated">Per positie</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">109</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@@ -2241,7 +2241,7 @@
         <target state="translated">Per sector</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">131</context>
+          <context context-type="linenumber">132</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@@ -2249,7 +2249,7 @@
         <target state="translated">Per continent</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">156</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@@ -2257,7 +2257,7 @@
         <target state="translated">Per land</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">312</context>
+          <context context-type="linenumber">313</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@@ -2265,7 +2265,7 @@
         <target state="translated">Regio&apos;s</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">202</context>
+          <context context-type="linenumber">203</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2297,7 +2297,7 @@
         <target state="translated">Tijdlijn investeringen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">298</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6ae1c94f6bad274424f97e9bc8766242c1577447" datatype="html">
@@ -2305,7 +2305,7 @@
         <target state="translated">Winnaars</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">157</context>
+          <context context-type="linenumber">168</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
@@ -2313,7 +2313,7 @@
         <target state="translated">Verliezers</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">203</context>
+          <context context-type="linenumber">216</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -2457,7 +2457,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">266</context>
+          <context context-type="linenumber">267</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2469,11 +2469,11 @@
         <target state="translated">Transactiekosten</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">285</context>
+          <context context-type="linenumber">286</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">314</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2493,7 +2493,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">322</context>
+          <context context-type="linenumber">323</context>
         </context-group>
       </trans-unit>
       <trans-unit id="584c9433705e9bfdd2e7a9f0192690f453d36196" datatype="html">
@@ -2517,7 +2517,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">337</context>
+          <context context-type="linenumber">338</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2309808536212982229" datatype="html">
@@ -2841,7 +2841,7 @@
         <target state="translated">Ontwikkelde markten</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">227</context>
+          <context context-type="linenumber">228</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2869,7 +2869,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">353</context>
+          <context context-type="linenumber">354</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c5ec7bc638db6f37c402e4afab2084f8763e268" datatype="html">
@@ -2893,7 +2893,7 @@
         <target state="translated">Andere markten</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">245</context>
+          <context context-type="linenumber">246</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2905,7 +2905,7 @@
         <target state="translated">Opkomende markten</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">237</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2933,7 +2933,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">69</context>
+          <context context-type="linenumber">77</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -3017,7 +3017,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">69</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6844699413925472826" datatype="html">
@@ -3029,7 +3029,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">70</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4550487415324294802" datatype="html">
@@ -3097,7 +3097,7 @@
         <target state="translated">Uitgesloten van analyse</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">243</context>
         </context-group>
       </trans-unit>
       <trans-unit id="616064537937996961" datatype="html">
@@ -3153,7 +3153,7 @@
         <target state="translated">Waardeontwikkeling van portefeuille</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">268</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8192718423057883427" datatype="html">
@@ -3329,7 +3329,7 @@
         <target state="translated">Noord-Amerika</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">58</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1413778527796351850" datatype="html">
@@ -3337,7 +3337,7 @@
         <target state="translated">Afrika</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">59</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3345512471687795386" datatype="html">
@@ -3345,7 +3345,7 @@
         <target state="translated">Azië</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8350109327144196614" datatype="html">
@@ -3353,7 +3353,7 @@
         <target state="translated">Europa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">57</context>
+          <context context-type="linenumber">61</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3228811828827738441" datatype="html">
@@ -3361,7 +3361,7 @@
         <target state="translated">Oceanië</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5957846001261659229" datatype="html">
@@ -3369,7 +3369,7 @@
         <target state="translated">Zuid-Amerika</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">60</context>
+          <context context-type="linenumber">64</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6f9fd3da06dc9000eef0d4dcbb37747b303048e9" datatype="html">
@@ -3473,7 +3473,7 @@
         <target state="translated">Tijdlijn dividend</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">341</context>
+          <context context-type="linenumber">356</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7608037008789240367" datatype="html">
@@ -3897,7 +3897,7 @@
         <target state="translated">Kosten</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">94</context>
+          <context context-type="linenumber">100</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -4005,7 +4005,7 @@
         <target state="translated">Oeps! Kon de historische wisselkoers niet krijgen van</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">303</context>
+          <context context-type="linenumber">304</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7383cd391b1967e03f0636c231d20f036d5c37ee" datatype="html">
@@ -4073,7 +4073,7 @@
         <target state="translated">Gebruiker nadoen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">222</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c32a07710e402b2c056bd346e7c42f6015334a6" datatype="html">
@@ -4081,7 +4081,7 @@
         <target state="translated">Gebruiker verwijderen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5316879909526485230" datatype="html">
@@ -4097,7 +4097,7 @@
         <target state="translated">Per ETF-aanbieder</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">289</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e0c92dc95e1e0fc33d21b5e2df5ea28a86439d56" datatype="html">
@@ -4165,7 +4165,7 @@
         <target state="translated">Per platform</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">43</context>
+          <context context-type="linenumber">44</context>
         </context-group>
       </trans-unit>
       <trans-unit id="dff74da4ffb45a2fd54f31f9db9da66f7012a702" datatype="html">
@@ -4317,7 +4317,7 @@
         <target state="translated">Huidige reeks</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">319</context>
         </context-group>
       </trans-unit>
       <trans-unit id="eabb7b2ede5498042bc9fbb565981a780bf340dc" datatype="html">
@@ -4325,7 +4325,7 @@
         <target state="translated">Langste reeks</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">328</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4845030128243887325" datatype="html">
@@ -4365,7 +4365,7 @@
         <target state="translated">Verplichtingen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -9797,7 +9797,7 @@
         <target state="translated">Gidsen</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">5</context>
+          <context context-type="linenumber">22</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6edd1a650db2af580ebe746813024c45f1d854b1" datatype="html">
@@ -9805,7 +9805,7 @@
         <target state="translated">Woordenlijst</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">75</context>
+          <context context-type="linenumber">92</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c2fe62534c65e66f2456e568a8f85ba471e6824b" datatype="html">
@@ -9873,7 +9873,7 @@
         <target state="translated">Assets</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">204</context>
+          <context context-type="linenumber">218</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6333857424161463201" datatype="html">
@@ -9889,7 +9889,7 @@
         <target state="translated">Per markt</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">178</context>
+          <context context-type="linenumber">179</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2075160647498894947" datatype="html">
@@ -9969,7 +9969,7 @@
         <target state="translated">Geen data beschikbaar</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">257</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -10487,6 +10487,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/faq/faq-page.component.ts</context>
           <context context-type="linenumber">48</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
+          <context context-type="linenumber">17</context>
+        </context-group>
       </trans-unit>
       <trans-unit id="6703761340382395781" datatype="html">
         <source>features</source>
@@ -11445,7 +11449,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
-          <context context-type="linenumber">18</context>
+          <context context-type="linenumber">19</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a92a0e8a2e70e4a0735b714680629187d2b6f23e" datatype="html">
@@ -13229,7 +13233,7 @@
         <target state="new">Interest</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">294</context>
+          <context context-type="linenumber">312</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5e848e3fe28ec248b20a7dfb7e874a379312c1f6" datatype="html">
@@ -13737,7 +13741,7 @@
         <target state="new">Extreme Fear</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">67</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2634398159221205491" datatype="html">
@@ -13745,7 +13749,7 @@
         <target state="new">Extreme Greed</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">64</context>
+          <context context-type="linenumber">68</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3511545370905854666" datatype="html">
@@ -13753,7 +13757,7 @@
         <target state="new">Neutral</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">67</context>
+          <context context-type="linenumber">71</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7183719827884539616" datatype="html">
@@ -13761,7 +13765,7 @@
         <target state="new">Oops! Could not parse historical data.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">223</context>
         </context-group>
       </trans-unit>
       <trans-unit id="297546430113071258" datatype="html">
@@ -14633,7 +14637,7 @@
         <target state="new">The current market price is</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">318</context>
+          <context context-type="linenumber">317</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a79d938b5ed20249b4ab6bef86c12633d2f346a0" datatype="html">
@@ -14709,7 +14713,7 @@
         <target state="new">Market data is delayed for</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts</context>
-          <context context-type="linenumber">81</context>
+          <context context-type="linenumber">82</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8580549503047096056" datatype="html">
@@ -14724,52 +14728,52 @@
           <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="d335f8985e317258d58d103d2d275f84166d70bf" datatype="html">
-        <source> Absolute Asset Performance </source>
-        <target state="new"> Absolute Asset Performance </target>
+      <trans-unit id="e19955db970092b9cde70be2cea163ab6adfac97" datatype="html">
+        <source>Absolute Asset Performance</source>
+        <target state="new">Absolute Asset Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">27</context>
+          <context context-type="linenumber">29</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e1c6c6ae1fb1c9d1c9cef7a7189564a5a011fff" datatype="html">
+      <trans-unit id="c726a56ba67c6c788e3759983dd8a1671d8cc886" datatype="html">
         <source> Asset Performance </source>
         <target state="new"> Asset Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">46</context>
+          <context context-type="linenumber">51</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="fee30b7c66e287ac87cadd3365869c1b02db6e61" datatype="html">
-        <source> Absolute Currency Performance </source>
-        <target state="new"> Absolute Currency Performance </target>
+      <trans-unit id="8ce52b52483f502dd23ed290357a17307c60280c" datatype="html">
+        <source>Absolute Currency Performance</source>
+        <target state="new">Absolute Currency Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">73</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e718aa2eed2d481aca3ecc8086d597bb3006e6e" datatype="html">
+      <trans-unit id="e4da628796a8880899b986c2af0559a55d6a700c" datatype="html">
         <source> Currency Performance </source>
         <target state="new"> Currency Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">98</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="a09486bf95ab88829b3a8a66b45751cddcca241d" datatype="html">
+      <trans-unit id="5584854134b3049db7dfb7bf4d87a0b9b9b4b149" datatype="html">
         <source> Absolute Net Performance </source>
         <target state="new"> Absolute Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">121</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="b7d982bd60bf776dfd94e5df2092bb3380b75b33" datatype="html">
+      <trans-unit id="d88d656d93dd2029b9d35712789d2567d2c0d739" datatype="html">
         <source> Net Performance </source>
         <target state="new"> Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">128</context>
+          <context context-type="linenumber">140</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3105754554141014845" datatype="html">
@@ -14956,6 +14960,22 @@
           <context context-type="linenumber">13</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="8204176479746810612" datatype="html">
+        <source>Active</source>
+        <target state="new">Active</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">30</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="7860418101283165917" datatype="html">
+        <source>Closed</source>
+        <target state="new">Closed</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">31</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/locales/messages.pl.xlf

@@ -308,6 +308,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/faq/faq-page.component.ts</context>
           <context context-type="linenumber">48</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
+          <context context-type="linenumber">17</context>
+        </context-group>
       </trans-unit>
       <trans-unit id="6703761340382395781" datatype="html">
         <source>features</source>
@@ -986,7 +990,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
-          <context context-type="linenumber">18</context>
+          <context context-type="linenumber">19</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1c0638816928ae45284e60504936ca985960df5c" datatype="html">
@@ -1038,7 +1042,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">39</context>
+          <context context-type="linenumber">56</context>
         </context-group>
       </trans-unit>
       <trans-unit id="452ef1b96854fe05618303ee601f8fed3b866c9f" datatype="html">
@@ -1610,7 +1614,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">134</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -1760,10 +1764,6 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">201</context>
         </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">262</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">263</context>
@@ -1776,6 +1776,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">265</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
+          <context context-type="linenumber">266</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
           <context context-type="linenumber">20</context>
@@ -1842,11 +1846,11 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-platform/admin-platform.component.html</context>
-          <context context-type="linenumber">97</context>
+          <context context-type="linenumber">101</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-tag/admin-tag.component.html</context>
-          <context context-type="linenumber">77</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
@@ -2058,7 +2062,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">411</context>
+          <context context-type="linenumber">412</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html</context>
@@ -2098,7 +2102,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">418</context>
+          <context context-type="linenumber">419</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8298612418414367990" datatype="html">
@@ -2162,7 +2166,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">337</context>
+          <context context-type="linenumber">338</context>
         </context-group>
       </trans-unit>
       <trans-unit id="27fe3d097c64eaec7ff564358f80fb7ba795f484" datatype="html">
@@ -2186,7 +2190,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">353</context>
+          <context context-type="linenumber">354</context>
         </context-group>
       </trans-unit>
       <trans-unit id="86c6e9437398addbc04b6570de19b2cb4afe6084" datatype="html">
@@ -2278,7 +2282,7 @@
         <target state="new">Oops! Could not parse historical data.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">223</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c8d1785038d461ec66b5799db21864182b35900a" datatype="html">
@@ -2334,7 +2338,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">69</context>
+          <context context-type="linenumber">77</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -2414,7 +2418,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">322</context>
+          <context context-type="linenumber">323</context>
         </context-group>
       </trans-unit>
       <trans-unit id="860b5bad5cced4ac7b854f429968a91f8d74ea6e" datatype="html">
@@ -2642,7 +2646,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">105</context>
+          <context context-type="linenumber">113</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/header/header.component.html</context>
@@ -2710,7 +2714,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">366</context>
+          <context context-type="linenumber">367</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.html</context>
@@ -2770,7 +2774,7 @@
         <target state="new">Registration</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">96</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ee6a93295a4311c0968e99a6a8d0521684af361b" datatype="html">
@@ -2778,7 +2782,7 @@
         <target state="new">Engagement per Day</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">150</context>
+          <context context-type="linenumber">158</context>
         </context-group>
       </trans-unit>
       <trans-unit id="623f499e6a4ab7f48d7bd483fa49af15713346dd" datatype="html">
@@ -2786,7 +2790,7 @@
         <target state="new"> Last Request </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">183</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f8ff0eb5c040edbffded4b792c0ba85d3b12fe1a" datatype="html">
@@ -2794,7 +2798,7 @@
         <target state="new">Impersonate User</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">222</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c32a07710e402b2c056bd346e7c42f6015334a6" datatype="html">
@@ -2802,7 +2806,7 @@
         <target state="new">Delete User</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3cc9c2ae277393b3946b38c088dabff671b1ee1b" datatype="html">
@@ -2986,7 +2990,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.html</context>
-          <context context-type="linenumber">23</context>
+          <context context-type="linenumber">32</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5486880308148746399" datatype="html">
@@ -2998,7 +3002,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">69</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6844699413925472826" datatype="html">
@@ -3010,7 +3014,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">70</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ce718ababbce63d776cf8b1f91412beb4c0a6e04" datatype="html">
@@ -3284,7 +3288,7 @@
         <target state="new">Gross Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">77</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c20172223f84462032664d717d739297e5a9e2fe" datatype="html">
@@ -3292,7 +3296,7 @@
         <target state="new">Fees</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">94</context>
+          <context context-type="linenumber">100</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -3308,7 +3312,7 @@
         <target state="new">Absolute Net Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">116</context>
         </context-group>
       </trans-unit>
       <trans-unit id="26de2fb4d52a11f78e22587a48690cba0fc6fa58" datatype="html">
@@ -3316,7 +3320,7 @@
         <target state="new">Net Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">123</context>
+          <context context-type="linenumber">133</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f159ffb7a09c8c1fe7913ef063462db50ddcd878" datatype="html">
@@ -3324,7 +3328,7 @@
         <target state="new">Total Assets</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">159</context>
         </context-group>
       </trans-unit>
       <trans-unit id="59d87bdb983dda90c1e86d086430552ec05c7a4d" datatype="html">
@@ -3332,7 +3336,7 @@
         <target state="new">Valuables</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">158</context>
+          <context context-type="linenumber">172</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2201b2004bc4997a66f6f8ea2511a4e1311f3de1" datatype="html">
@@ -3340,7 +3344,7 @@
         <target state="new">Emergency Fund</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">184</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -3356,7 +3360,7 @@
         <target state="new">Cash</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">191</context>
+          <context context-type="linenumber">205</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ee8f8008bae6ce3a49840c4e1d39b4af23d4c263" datatype="html">
@@ -3364,7 +3368,7 @@
         <target state="new">Assets</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">204</context>
+          <context context-type="linenumber">218</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8cce9d03787606e0052d19c2ae7e7fa5ff785e94" datatype="html">
@@ -3372,7 +3376,7 @@
         <target state="new">Buying Power</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">217</context>
+          <context context-type="linenumber">231</context>
         </context-group>
       </trans-unit>
       <trans-unit id="98fc3013bfcbf452b9f37bbfcdb77b9b882866e3" datatype="html">
@@ -3380,7 +3384,7 @@
         <target state="new">Excluded from Analysis</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">243</context>
         </context-group>
       </trans-unit>
       <trans-unit id="0b1e2c97e139808a34bd77b7da3504ece6c570cb" datatype="html">
@@ -3388,7 +3392,7 @@
         <target state="new">Liabilities</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -3400,7 +3404,7 @@
         <target state="new">Net Worth</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">264</context>
+          <context context-type="linenumber">278</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e702514cebbfb335331b6d6156ffeacb8c3b14e4" datatype="html">
@@ -3408,7 +3412,7 @@
         <target state="new"> Annualized Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">276</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="fe788dd32538034a1afe978e956f3d2403e2df83" datatype="html">
@@ -3416,7 +3420,7 @@
         <target state="new">Interest</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">294</context>
+          <context context-type="linenumber">312</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
@@ -3424,7 +3428,7 @@
         <target state="new">Dividend</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">306</context>
+          <context context-type="linenumber">324</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -3440,7 +3444,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">260</context>
+          <context context-type="linenumber">261</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
@@ -5020,7 +5024,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">266</context>
+          <context context-type="linenumber">267</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -5040,11 +5044,11 @@
         <target state="new">Fee</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">285</context>
+          <context context-type="linenumber">286</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">314</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -5056,7 +5060,7 @@
         <target state="new">Oops! Could not get the historical exchange rate from</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">303</context>
+          <context context-type="linenumber">304</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1817902710689724227" datatype="html">
@@ -5208,7 +5212,7 @@
         <target state="new">By Platform</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">43</context>
+          <context context-type="linenumber">44</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@@ -5216,7 +5220,7 @@
         <target state="new">By Currency</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">62</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@@ -5224,7 +5228,7 @@
         <target state="new">By Asset Class</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">85</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@@ -5232,7 +5236,7 @@
         <target state="new">By Holding</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">109</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@@ -5240,7 +5244,7 @@
         <target state="new">By Sector</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">131</context>
+          <context context-type="linenumber">132</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@@ -5248,7 +5252,7 @@
         <target state="new">By Continent</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">156</context>
         </context-group>
       </trans-unit>
       <trans-unit id="834807cba8928b6f8b27ea62c886f7f3715079b0" datatype="html">
@@ -5256,7 +5260,7 @@
         <target state="new">By Market</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">178</context>
+          <context context-type="linenumber">179</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@@ -5264,7 +5268,7 @@
         <target state="new">Regions</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">202</context>
+          <context context-type="linenumber">203</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -5276,7 +5280,7 @@
         <target state="new">Developed Markets</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">227</context>
+          <context context-type="linenumber">228</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -5288,7 +5292,7 @@
         <target state="new">Emerging Markets</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">237</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -5300,7 +5304,7 @@
         <target state="new">Other Markets</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">245</context>
+          <context context-type="linenumber">246</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -5312,7 +5316,7 @@
         <target state="new">No data available</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">257</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -5324,7 +5328,7 @@
         <target state="new">By Account</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">269</context>
+          <context context-type="linenumber">270</context>
         </context-group>
       </trans-unit>
       <trans-unit id="166ccc92e1aa598f9056a260be209a0bab64d37a" datatype="html">
@@ -5332,7 +5336,7 @@
         <target state="new">By ETF Provider</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">289</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@@ -5340,7 +5344,7 @@
         <target state="new">By Country</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">312</context>
+          <context context-type="linenumber">313</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2948175671993825247" datatype="html">
@@ -5404,7 +5408,7 @@
         <target state="new">Top</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">157</context>
+          <context context-type="linenumber">168</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
@@ -5412,7 +5416,7 @@
         <target state="new">Bottom</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">203</context>
+          <context context-type="linenumber">216</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f1a355a1af2e818050a3af693ac8b521fa7edc5f" datatype="html">
@@ -5420,7 +5424,7 @@
         <target state="new">Portfolio Evolution</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">268</context>
         </context-group>
       </trans-unit>
       <trans-unit id="658bfe96ba9d3a3a2ada478c8c855286b841f92a" datatype="html">
@@ -5428,7 +5432,7 @@
         <target state="new">Investment Timeline</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">298</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1c275927e7e22395d21a86e4ab459e428bcac27e" datatype="html">
@@ -5436,7 +5440,7 @@
         <target state="new">Current Streak</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">319</context>
         </context-group>
       </trans-unit>
       <trans-unit id="eabb7b2ede5498042bc9fbb565981a780bf340dc" datatype="html">
@@ -5444,7 +5448,7 @@
         <target state="new">Longest Streak</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">328</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6410cffb96159fcff46d91effc26df0e240bc0e3" datatype="html">
@@ -5452,7 +5456,7 @@
         <target state="new">Dividend Timeline</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">341</context>
+          <context context-type="linenumber">356</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -13044,7 +13048,7 @@
         <target state="new">Guides</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">5</context>
+          <context context-type="linenumber">22</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6edd1a650db2af580ebe746813024c45f1d854b1" datatype="html">
@@ -13052,7 +13056,7 @@
         <target state="new">Glossary</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">75</context>
+          <context context-type="linenumber">92</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3737711445155929474" datatype="html">
@@ -13332,7 +13336,7 @@
         <target state="new">Show all</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/holdings-table/holdings-table.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">174</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4086606389696938932" datatype="html">
@@ -13672,7 +13676,7 @@
         <target state="new">Africa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">59</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3345512471687795386" datatype="html">
@@ -13680,7 +13684,7 @@
         <target state="new">Asia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8350109327144196614" datatype="html">
@@ -13688,7 +13692,7 @@
         <target state="new">Europe</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">57</context>
+          <context context-type="linenumber">61</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1228771048078164312" datatype="html">
@@ -13696,7 +13700,7 @@
         <target state="new">North America</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">58</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3228811828827738441" datatype="html">
@@ -13704,7 +13708,7 @@
         <target state="new">Oceania</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5957846001261659229" datatype="html">
@@ -13712,7 +13716,7 @@
         <target state="new">South America</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">60</context>
+          <context context-type="linenumber">64</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1189482335778578193" datatype="html">
@@ -13720,7 +13724,7 @@
         <target state="new">Extreme Fear</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">67</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2634398159221205491" datatype="html">
@@ -13728,7 +13732,7 @@
         <target state="new">Extreme Greed</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">64</context>
+          <context context-type="linenumber">68</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3511545370905854666" datatype="html">
@@ -13736,7 +13740,7 @@
         <target state="new">Neutral</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">67</context>
+          <context context-type="linenumber">71</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c33a66194384cf8c14e25170416767efa56fd98" datatype="html">
@@ -14636,7 +14640,7 @@
         <target state="new">The current market price is</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">318</context>
+          <context context-type="linenumber">317</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a79d938b5ed20249b4ab6bef86c12633d2f346a0" datatype="html">
@@ -14712,7 +14716,7 @@
         <target state="new">Market data is delayed for</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts</context>
-          <context context-type="linenumber">81</context>
+          <context context-type="linenumber">82</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8580549503047096056" datatype="html">
@@ -14727,52 +14731,52 @@
           <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="d335f8985e317258d58d103d2d275f84166d70bf" datatype="html">
-        <source> Absolute Asset Performance </source>
-        <target state="new"> Absolute Asset Performance </target>
+      <trans-unit id="e19955db970092b9cde70be2cea163ab6adfac97" datatype="html">
+        <source>Absolute Asset Performance</source>
+        <target state="new">Absolute Asset Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">27</context>
+          <context context-type="linenumber">29</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e1c6c6ae1fb1c9d1c9cef7a7189564a5a011fff" datatype="html">
+      <trans-unit id="c726a56ba67c6c788e3759983dd8a1671d8cc886" datatype="html">
         <source> Asset Performance </source>
         <target state="new"> Asset Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">46</context>
+          <context context-type="linenumber">51</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="fee30b7c66e287ac87cadd3365869c1b02db6e61" datatype="html">
-        <source> Absolute Currency Performance </source>
-        <target state="new"> Absolute Currency Performance </target>
+      <trans-unit id="8ce52b52483f502dd23ed290357a17307c60280c" datatype="html">
+        <source>Absolute Currency Performance</source>
+        <target state="new">Absolute Currency Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">73</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e718aa2eed2d481aca3ecc8086d597bb3006e6e" datatype="html">
+      <trans-unit id="e4da628796a8880899b986c2af0559a55d6a700c" datatype="html">
         <source> Currency Performance </source>
         <target state="new"> Currency Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">98</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="a09486bf95ab88829b3a8a66b45751cddcca241d" datatype="html">
+      <trans-unit id="5584854134b3049db7dfb7bf4d87a0b9b9b4b149" datatype="html">
         <source> Absolute Net Performance </source>
         <target state="new"> Absolute Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">121</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="b7d982bd60bf776dfd94e5df2092bb3380b75b33" datatype="html">
+      <trans-unit id="d88d656d93dd2029b9d35712789d2567d2c0d739" datatype="html">
         <source> Net Performance </source>
         <target state="new"> Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">128</context>
+          <context context-type="linenumber">140</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3105754554141014845" datatype="html">
@@ -14959,6 +14963,22 @@
           <context context-type="linenumber">13</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="8204176479746810612" datatype="html">
+        <source>Active</source>
+        <target state="new">Active</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">30</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="7860418101283165917" datatype="html">
+        <source>Closed</source>
+        <target state="new">Closed</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">31</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/locales/messages.pt.xlf

@@ -114,7 +114,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">134</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -252,10 +252,6 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">201</context>
         </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">262</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">263</context>
@@ -268,6 +264,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">265</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
+          <context context-type="linenumber">266</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
           <context context-type="linenumber">20</context>
@@ -334,11 +334,11 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-platform/admin-platform.component.html</context>
-          <context context-type="linenumber">97</context>
+          <context context-type="linenumber">101</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-tag/admin-tag.component.html</context>
-          <context context-type="linenumber">77</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
@@ -550,7 +550,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">411</context>
+          <context context-type="linenumber">412</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html</context>
@@ -590,7 +590,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">418</context>
+          <context context-type="linenumber">419</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4550487415324294802" datatype="html">
@@ -622,7 +622,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">337</context>
+          <context context-type="linenumber">338</context>
         </context-group>
       </trans-unit>
       <trans-unit id="27fe3d097c64eaec7ff564358f80fb7ba795f484" datatype="html">
@@ -646,7 +646,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">353</context>
+          <context context-type="linenumber">354</context>
         </context-group>
       </trans-unit>
       <trans-unit id="86c6e9437398addbc04b6570de19b2cb4afe6084" datatype="html">
@@ -882,7 +882,7 @@
         <target state="translated">Registo</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">96</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4fe84c1d0eef5726c017f64c691145db7a61f879" datatype="html">
@@ -894,7 +894,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">105</context>
+          <context context-type="linenumber">113</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/header/header.component.html</context>
@@ -922,7 +922,7 @@
         <target state="translated">Envolvimento por Dia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">150</context>
+          <context context-type="linenumber">158</context>
         </context-group>
       </trans-unit>
       <trans-unit id="623f499e6a4ab7f48d7bd483fa49af15713346dd" datatype="html">
@@ -930,7 +930,7 @@
         <target state="new"> Último Pedido </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">183</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3cc9c2ae277393b3946b38c088dabff671b1ee1b" datatype="html">
@@ -1338,7 +1338,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">39</context>
+          <context context-type="linenumber">56</context>
         </context-group>
       </trans-unit>
       <trans-unit id="287d3301a32a65a1b31116bda5d3a6463158c42a" datatype="html">
@@ -1390,7 +1390,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.html</context>
-          <context context-type="linenumber">23</context>
+          <context context-type="linenumber">32</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5486880308148746399" datatype="html">
@@ -1402,7 +1402,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">69</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6844699413925472826" datatype="html">
@@ -1414,7 +1414,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">70</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ce718ababbce63d776cf8b1f91412beb4c0a6e04" datatype="html">
@@ -1590,7 +1590,7 @@
         <target state="translated">Desempenho Bruto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">77</context>
         </context-group>
       </trans-unit>
       <trans-unit id="97226819b093f672baea3bb0c6c0f6da02f88ad2" datatype="html">
@@ -1617,7 +1617,7 @@
         <target state="translated">Desempenho Líquido Absoluto</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">116</context>
         </context-group>
       </trans-unit>
       <trans-unit id="26de2fb4d52a11f78e22587a48690cba0fc6fa58" datatype="html">
@@ -1625,7 +1625,7 @@
         <target state="translated">Desempenho Líquido</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">123</context>
+          <context context-type="linenumber">133</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f159ffb7a09c8c1fe7913ef063462db50ddcd878" datatype="html">
@@ -1633,7 +1633,7 @@
         <target state="translated"> Ativos Totais </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">159</context>
         </context-group>
       </trans-unit>
       <trans-unit id="59d87bdb983dda90c1e86d086430552ec05c7a4d" datatype="html">
@@ -1641,7 +1641,7 @@
         <target state="translated">Bens de valor</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">158</context>
+          <context context-type="linenumber">172</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2201b2004bc4997a66f6f8ea2511a4e1311f3de1" datatype="html">
@@ -1649,7 +1649,7 @@
         <target state="translated">Fundo de Emergência</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">184</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -1665,7 +1665,7 @@
         <target state="translated">Poder de Compra</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">217</context>
+          <context context-type="linenumber">231</context>
         </context-group>
       </trans-unit>
       <trans-unit id="98fc3013bfcbf452b9f37bbfcdb77b9b882866e3" datatype="html">
@@ -1673,7 +1673,7 @@
         <target state="translated">Excluído da Análise</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">243</context>
         </context-group>
       </trans-unit>
       <trans-unit id="67251f04518ae452230c68a748b3fa2838b4db74" datatype="html">
@@ -1681,7 +1681,7 @@
         <target state="translated">Valor Líquido</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">264</context>
+          <context context-type="linenumber">278</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e702514cebbfb335331b6d6156ffeacb8c3b14e4" datatype="html">
@@ -1689,7 +1689,7 @@
         <target state="translated"> Desempenho Anual </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">276</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
@@ -1697,7 +1697,7 @@
         <target state="translated">Dividendo</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">306</context>
+          <context context-type="linenumber">324</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -1713,7 +1713,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">260</context>
+          <context context-type="linenumber">261</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
@@ -1793,7 +1793,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">69</context>
+          <context context-type="linenumber">77</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -1849,7 +1849,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">366</context>
+          <context context-type="linenumber">367</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.html</context>
@@ -1877,7 +1877,7 @@
         <target state="translated">Mostrar tudo</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/holdings-table/holdings-table.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">174</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6048892649018070225" datatype="html">
@@ -2333,7 +2333,7 @@
         <target state="translated">Dinheiro</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">191</context>
+          <context context-type="linenumber">205</context>
         </context-group>
       </trans-unit>
       <trans-unit id="bc53583e9b147e117be82c6bbec021d66ea8b549" datatype="html">
@@ -2573,7 +2573,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">266</context>
+          <context context-type="linenumber">267</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2585,11 +2585,11 @@
         <target state="translated">Comissão</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">285</context>
+          <context context-type="linenumber">286</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">314</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -2609,7 +2609,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">322</context>
+          <context context-type="linenumber">323</context>
         </context-group>
       </trans-unit>
       <trans-unit id="848497846891931418" datatype="html">
@@ -2681,7 +2681,7 @@
         <target state="translated">Por Conta</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">269</context>
+          <context context-type="linenumber">270</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@@ -2689,7 +2689,7 @@
         <target state="translated">Por Moeda</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">62</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@@ -2697,7 +2697,7 @@
         <target state="translated">Por Classe de Ativo</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">85</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@@ -2705,7 +2705,7 @@
         <target state="translated">Por Posse</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">109</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@@ -2713,7 +2713,7 @@
         <target state="translated">Por Setor</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">131</context>
+          <context context-type="linenumber">132</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@@ -2721,7 +2721,7 @@
         <target state="translated">Por Continente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">156</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@@ -2729,7 +2729,7 @@
         <target state="translated">Por País</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">312</context>
+          <context context-type="linenumber">313</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@@ -2737,7 +2737,7 @@
         <target state="translated">Regiões</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">202</context>
+          <context context-type="linenumber">203</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2749,7 +2749,7 @@
         <target state="translated">Mercados Desenvoldidos</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">227</context>
+          <context context-type="linenumber">228</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2761,7 +2761,7 @@
         <target state="translated">Mercados Emergentes</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">237</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2773,7 +2773,7 @@
         <target state="translated">Outros Mercados</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">245</context>
+          <context context-type="linenumber">246</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -2813,7 +2813,7 @@
         <target state="translated">Topo</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">157</context>
+          <context context-type="linenumber">168</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
@@ -2821,7 +2821,7 @@
         <target state="translated">Fundo</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">203</context>
+          <context context-type="linenumber">216</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f1a355a1af2e818050a3af693ac8b521fa7edc5f" datatype="html">
@@ -2829,7 +2829,7 @@
         <target state="translated">Evolução do Portefólio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">268</context>
         </context-group>
       </trans-unit>
       <trans-unit id="658bfe96ba9d3a3a2ada478c8c855286b841f92a" datatype="html">
@@ -2837,7 +2837,7 @@
         <target state="translated">Cronograma de Investimento</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">298</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -3341,7 +3341,7 @@
         <target state="translated">África</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">59</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3345512471687795386" datatype="html">
@@ -3349,7 +3349,7 @@
         <target state="translated">Ásia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8350109327144196614" datatype="html">
@@ -3357,7 +3357,7 @@
         <target state="translated">Europa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">57</context>
+          <context context-type="linenumber">61</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1228771048078164312" datatype="html">
@@ -3365,7 +3365,7 @@
         <target state="translated">América do Norte</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">58</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3228811828827738441" datatype="html">
@@ -3373,7 +3373,7 @@
         <target state="translated">Oceânia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5957846001261659229" datatype="html">
@@ -3381,7 +3381,7 @@
         <target state="translated">América do Sul</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">60</context>
+          <context context-type="linenumber">64</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c004f99bac91f7dc28e87d458f80e5035ae99884" datatype="html">
@@ -3541,7 +3541,7 @@
         <target state="translated">Cronograma de Dividendos</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">341</context>
+          <context context-type="linenumber">356</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7608037008789240367" datatype="html">
@@ -3897,7 +3897,7 @@
         <target state="translated">Taxas</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">94</context>
+          <context context-type="linenumber">100</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -4005,7 +4005,7 @@
         <target state="translated">Oops! Não foi possível obter a taxa de câmbio histórica de</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">303</context>
+          <context context-type="linenumber">304</context>
         </context-group>
       </trans-unit>
       <trans-unit id="af22005ceeded8dba7571d8b93a3e06bd674c488" datatype="html">
@@ -4073,7 +4073,7 @@
         <target state="translated">Personificar Utilizador</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">222</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c32a07710e402b2c056bd346e7c42f6015334a6" datatype="html">
@@ -4081,7 +4081,7 @@
         <target state="translated">Apagar Utilizador</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5316879909526485230" datatype="html">
@@ -4097,7 +4097,7 @@
         <target state="translated">Por Prestador de ETF</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">289</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e0c92dc95e1e0fc33d21b5e2df5ea28a86439d56" datatype="html">
@@ -4165,7 +4165,7 @@
         <target state="translated">Por Plataforma</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">43</context>
+          <context context-type="linenumber">44</context>
         </context-group>
       </trans-unit>
       <trans-unit id="dff74da4ffb45a2fd54f31f9db9da66f7012a702" datatype="html">
@@ -4317,7 +4317,7 @@
         <target state="translated">Série Atual</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">319</context>
         </context-group>
       </trans-unit>
       <trans-unit id="eabb7b2ede5498042bc9fbb565981a780bf340dc" datatype="html">
@@ -4325,7 +4325,7 @@
         <target state="translated">Série mais Longa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">328</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4845030128243887325" datatype="html">
@@ -4365,7 +4365,7 @@
         <target state="new">Liabilities</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -9797,7 +9797,7 @@
         <target state="new">Guides</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">5</context>
+          <context context-type="linenumber">22</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6edd1a650db2af580ebe746813024c45f1d854b1" datatype="html">
@@ -9805,7 +9805,7 @@
         <target state="new">Glossary</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">75</context>
+          <context context-type="linenumber">92</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c2fe62534c65e66f2456e568a8f85ba471e6824b" datatype="html">
@@ -9873,7 +9873,7 @@
         <target state="new">Assets</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">204</context>
+          <context context-type="linenumber">218</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6333857424161463201" datatype="html">
@@ -9889,7 +9889,7 @@
         <target state="new">By Market</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">178</context>
+          <context context-type="linenumber">179</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2075160647498894947" datatype="html">
@@ -9969,7 +9969,7 @@
         <target state="new">No data available</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">257</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -10487,6 +10487,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/faq/faq-page.component.ts</context>
           <context context-type="linenumber">48</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
+          <context context-type="linenumber">17</context>
+        </context-group>
       </trans-unit>
       <trans-unit id="6703761340382395781" datatype="html">
         <source>features</source>
@@ -11445,7 +11449,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
-          <context context-type="linenumber">18</context>
+          <context context-type="linenumber">19</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a92a0e8a2e70e4a0735b714680629187d2b6f23e" datatype="html">
@@ -13229,7 +13233,7 @@
         <target state="new">Interest</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">294</context>
+          <context context-type="linenumber">312</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5e848e3fe28ec248b20a7dfb7e874a379312c1f6" datatype="html">
@@ -13737,7 +13741,7 @@
         <target state="new">Extreme Fear</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">67</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2634398159221205491" datatype="html">
@@ -13745,7 +13749,7 @@
         <target state="new">Extreme Greed</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">64</context>
+          <context context-type="linenumber">68</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3511545370905854666" datatype="html">
@@ -13753,7 +13757,7 @@
         <target state="new">Neutral</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">67</context>
+          <context context-type="linenumber">71</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7183719827884539616" datatype="html">
@@ -13761,7 +13765,7 @@
         <target state="new">Oops! Could not parse historical data.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">223</context>
         </context-group>
       </trans-unit>
       <trans-unit id="297546430113071258" datatype="html">
@@ -14633,7 +14637,7 @@
         <target state="new">The current market price is</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">318</context>
+          <context context-type="linenumber">317</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a79d938b5ed20249b4ab6bef86c12633d2f346a0" datatype="html">
@@ -14709,7 +14713,7 @@
         <target state="new">Market data is delayed for</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts</context>
-          <context context-type="linenumber">81</context>
+          <context context-type="linenumber">82</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8580549503047096056" datatype="html">
@@ -14724,52 +14728,52 @@
           <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="d335f8985e317258d58d103d2d275f84166d70bf" datatype="html">
-        <source> Absolute Asset Performance </source>
-        <target state="new"> Absolute Asset Performance </target>
+      <trans-unit id="e19955db970092b9cde70be2cea163ab6adfac97" datatype="html">
+        <source>Absolute Asset Performance</source>
+        <target state="new">Absolute Asset Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">27</context>
+          <context context-type="linenumber">29</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e1c6c6ae1fb1c9d1c9cef7a7189564a5a011fff" datatype="html">
+      <trans-unit id="c726a56ba67c6c788e3759983dd8a1671d8cc886" datatype="html">
         <source> Asset Performance </source>
         <target state="new"> Asset Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">46</context>
+          <context context-type="linenumber">51</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="fee30b7c66e287ac87cadd3365869c1b02db6e61" datatype="html">
-        <source> Absolute Currency Performance </source>
-        <target state="new"> Absolute Currency Performance </target>
+      <trans-unit id="8ce52b52483f502dd23ed290357a17307c60280c" datatype="html">
+        <source>Absolute Currency Performance</source>
+        <target state="new">Absolute Currency Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">73</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e718aa2eed2d481aca3ecc8086d597bb3006e6e" datatype="html">
+      <trans-unit id="e4da628796a8880899b986c2af0559a55d6a700c" datatype="html">
         <source> Currency Performance </source>
         <target state="new"> Currency Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">98</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="a09486bf95ab88829b3a8a66b45751cddcca241d" datatype="html">
+      <trans-unit id="5584854134b3049db7dfb7bf4d87a0b9b9b4b149" datatype="html">
         <source> Absolute Net Performance </source>
         <target state="new"> Absolute Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">121</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="b7d982bd60bf776dfd94e5df2092bb3380b75b33" datatype="html">
+      <trans-unit id="d88d656d93dd2029b9d35712789d2567d2c0d739" datatype="html">
         <source> Net Performance </source>
         <target state="new"> Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">128</context>
+          <context context-type="linenumber">140</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3105754554141014845" datatype="html">
@@ -14956,6 +14960,22 @@
           <context context-type="linenumber">13</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="8204176479746810612" datatype="html">
+        <source>Active</source>
+        <target state="new">Active</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">30</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="7860418101283165917" datatype="html">
+        <source>Closed</source>
+        <target state="new">Closed</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">31</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/locales/messages.tr.xlf

@@ -308,6 +308,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/faq/faq-page.component.ts</context>
           <context context-type="linenumber">48</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
+          <context context-type="linenumber">17</context>
+        </context-group>
       </trans-unit>
       <trans-unit id="6703761340382395781" datatype="html">
         <source>features</source>
@@ -986,7 +990,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
-          <context context-type="linenumber">18</context>
+          <context context-type="linenumber">19</context>
         </context-group>
       </trans-unit>
       <trans-unit id="41d338980f469b334618a07e799b4aa40fcf4834" datatype="html">
@@ -1014,7 +1018,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">39</context>
+          <context context-type="linenumber">56</context>
         </context-group>
       </trans-unit>
       <trans-unit id="452ef1b96854fe05618303ee601f8fed3b866c9f" datatype="html">
@@ -1602,7 +1606,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">134</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -1724,10 +1728,6 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">201</context>
         </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">262</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">263</context>
@@ -1740,6 +1740,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">265</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
+          <context context-type="linenumber">266</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
           <context context-type="linenumber">20</context>
@@ -1806,11 +1810,11 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-platform/admin-platform.component.html</context>
-          <context context-type="linenumber">97</context>
+          <context context-type="linenumber">101</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-tag/admin-tag.component.html</context>
-          <context context-type="linenumber">77</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
@@ -2022,7 +2026,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">411</context>
+          <context context-type="linenumber">412</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html</context>
@@ -2062,7 +2066,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">418</context>
+          <context context-type="linenumber">419</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8298612418414367990" datatype="html">
@@ -2118,7 +2122,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">337</context>
+          <context context-type="linenumber">338</context>
         </context-group>
       </trans-unit>
       <trans-unit id="27fe3d097c64eaec7ff564358f80fb7ba795f484" datatype="html">
@@ -2142,7 +2146,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">353</context>
+          <context context-type="linenumber">354</context>
         </context-group>
       </trans-unit>
       <trans-unit id="86c6e9437398addbc04b6570de19b2cb4afe6084" datatype="html">
@@ -2266,7 +2270,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">69</context>
+          <context context-type="linenumber">77</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -2338,7 +2342,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">322</context>
+          <context context-type="linenumber">323</context>
         </context-group>
       </trans-unit>
       <trans-unit id="860b5bad5cced4ac7b854f429968a91f8d74ea6e" datatype="html">
@@ -2454,7 +2458,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">366</context>
+          <context context-type="linenumber">367</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.html</context>
@@ -2554,7 +2558,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">105</context>
+          <context context-type="linenumber">113</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/header/header.component.html</context>
@@ -2630,7 +2634,7 @@
         <target state="translated">Kayıt</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">96</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ee6a93295a4311c0968e99a6a8d0521684af361b" datatype="html">
@@ -2638,7 +2642,7 @@
         <target state="translated">Günlük etkileşim</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">150</context>
+          <context context-type="linenumber">158</context>
         </context-group>
       </trans-unit>
       <trans-unit id="623f499e6a4ab7f48d7bd483fa49af15713346dd" datatype="html">
@@ -2646,7 +2650,7 @@
         <target state="translated"> Son Talep </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">183</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f8ff0eb5c040edbffded4b792c0ba85d3b12fe1a" datatype="html">
@@ -2654,7 +2658,7 @@
         <target state="translated">Kullanıcıyı Taklit Et</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">222</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c32a07710e402b2c056bd346e7c42f6015334a6" datatype="html">
@@ -2662,7 +2666,7 @@
         <target state="translated">Kullanıcıyı Sil</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3cc9c2ae277393b3946b38c088dabff671b1ee1b" datatype="html">
@@ -2838,7 +2842,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.html</context>
-          <context context-type="linenumber">23</context>
+          <context context-type="linenumber">32</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5486880308148746399" datatype="html">
@@ -2850,7 +2854,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">69</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6844699413925472826" datatype="html">
@@ -2862,7 +2866,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">70</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ce718ababbce63d776cf8b1f91412beb4c0a6e04" datatype="html">
@@ -3114,7 +3118,7 @@
         <target state="translated">Brüt Performans</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">77</context>
         </context-group>
       </trans-unit>
       <trans-unit id="97226819b093f672baea3bb0c6c0f6da02f88ad2" datatype="html">
@@ -3141,7 +3145,7 @@
         <target state="translated">Toplam Net Performans</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">116</context>
         </context-group>
       </trans-unit>
       <trans-unit id="26de2fb4d52a11f78e22587a48690cba0fc6fa58" datatype="html">
@@ -3149,7 +3153,7 @@
         <target state="translated">Net Performans</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">123</context>
+          <context context-type="linenumber">133</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f159ffb7a09c8c1fe7913ef063462db50ddcd878" datatype="html">
@@ -3157,7 +3161,7 @@
         <target state="translated">Toplam Varlıklar</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">159</context>
         </context-group>
       </trans-unit>
       <trans-unit id="59d87bdb983dda90c1e86d086430552ec05c7a4d" datatype="html">
@@ -3165,7 +3169,7 @@
         <target state="translated">Yatırım Varlıkları</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">158</context>
+          <context context-type="linenumber">172</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2201b2004bc4997a66f6f8ea2511a4e1311f3de1" datatype="html">
@@ -3173,7 +3177,7 @@
         <target state="translated">Acil Durum Yedeği</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">184</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -3189,7 +3193,7 @@
         <target state="translated">Nakit</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">191</context>
+          <context context-type="linenumber">205</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ee8f8008bae6ce3a49840c4e1d39b4af23d4c263" datatype="html">
@@ -3197,7 +3201,7 @@
         <target state="translated">Varlıklar</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">204</context>
+          <context context-type="linenumber">218</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8cce9d03787606e0052d19c2ae7e7fa5ff785e94" datatype="html">
@@ -3205,7 +3209,7 @@
         <target state="translated">Alım Limiti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">217</context>
+          <context context-type="linenumber">231</context>
         </context-group>
       </trans-unit>
       <trans-unit id="98fc3013bfcbf452b9f37bbfcdb77b9b882866e3" datatype="html">
@@ -3213,7 +3217,7 @@
         <target state="translated">Analize Dahil Edilmemiştir.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">243</context>
         </context-group>
       </trans-unit>
       <trans-unit id="0b1e2c97e139808a34bd77b7da3504ece6c570cb" datatype="html">
@@ -3221,7 +3225,7 @@
         <target state="translated">Yükümlülükler</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -3233,7 +3237,7 @@
         <target state="translated">Toplam Varlık</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">264</context>
+          <context context-type="linenumber">278</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e702514cebbfb335331b6d6156ffeacb8c3b14e4" datatype="html">
@@ -3241,7 +3245,7 @@
         <target state="translated"> Yıllıklandırılmış Performans </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">276</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
@@ -3249,7 +3253,7 @@
         <target state="translated">Temettü</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">306</context>
+          <context context-type="linenumber">324</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -3265,7 +3269,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">260</context>
+          <context context-type="linenumber">261</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
@@ -3329,7 +3333,7 @@
         <target state="translated">Komisyon</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">94</context>
+          <context context-type="linenumber">100</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -4497,7 +4501,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">266</context>
+          <context context-type="linenumber">267</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -4509,7 +4513,7 @@
         <target state="translated">Hay Allah! Geçmiş döviz kuru alınamadı:</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">303</context>
+          <context context-type="linenumber">304</context>
         </context-group>
       </trans-unit>
       <trans-unit id="160f1ffbd26df073d0fbd02cf8ce0d8cea7603b0" datatype="html">
@@ -4517,11 +4521,11 @@
         <target state="translated">Komisyon</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">285</context>
+          <context context-type="linenumber">286</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">314</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -4685,7 +4689,7 @@
         <target state="translated">Platforma Göre</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">43</context>
+          <context context-type="linenumber">44</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
@@ -4693,7 +4697,7 @@
         <target state="translated">Para Birimine Göre</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">62</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
@@ -4701,7 +4705,7 @@
         <target state="translated">Varlık Sınıfına Göre</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">85</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
@@ -4709,7 +4713,7 @@
         <target state="translated">Varlığa Göre</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">109</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
@@ -4717,7 +4721,7 @@
         <target state="translated">Sektöre Göre</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">131</context>
+          <context context-type="linenumber">132</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
@@ -4725,7 +4729,7 @@
         <target state="translated">Kıtaya Göre</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">156</context>
         </context-group>
       </trans-unit>
       <trans-unit id="834807cba8928b6f8b27ea62c886f7f3715079b0" datatype="html">
@@ -4733,7 +4737,7 @@
         <target state="translated">Piyasaya Göre</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">178</context>
+          <context context-type="linenumber">179</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
@@ -4741,7 +4745,7 @@
         <target state="translated">Bölgeler</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">202</context>
+          <context context-type="linenumber">203</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -4753,7 +4757,7 @@
         <target state="translated">Gelişmiş Piyasalar</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">227</context>
+          <context context-type="linenumber">228</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -4765,7 +4769,7 @@
         <target state="translated">Gelişmekte Olan Piyasalar</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">237</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -4777,7 +4781,7 @@
         <target state="translated">Diğer Piyasalar</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">245</context>
+          <context context-type="linenumber">246</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -4789,7 +4793,7 @@
         <target state="translated">Veri mevcut değil</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">257</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -4801,7 +4805,7 @@
         <target state="translated">Hesaba Göre</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">269</context>
+          <context context-type="linenumber">270</context>
         </context-group>
       </trans-unit>
       <trans-unit id="166ccc92e1aa598f9056a260be209a0bab64d37a" datatype="html">
@@ -4809,7 +4813,7 @@
         <target state="translated">ETF Sağlayıcısına Göre</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">289</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
@@ -4817,7 +4821,7 @@
         <target state="translated">Ülkeye Göre</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">312</context>
+          <context context-type="linenumber">313</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2948175671993825247" datatype="html">
@@ -4881,7 +4885,7 @@
         <target state="translated">Üst</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">157</context>
+          <context context-type="linenumber">168</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
@@ -4889,7 +4893,7 @@
         <target state="translated">Alt</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">203</context>
+          <context context-type="linenumber">216</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f1a355a1af2e818050a3af693ac8b521fa7edc5f" datatype="html">
@@ -4897,7 +4901,7 @@
         <target state="translated">Portföyün Gelişimi</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">268</context>
         </context-group>
       </trans-unit>
       <trans-unit id="658bfe96ba9d3a3a2ada478c8c855286b841f92a" datatype="html">
@@ -4905,7 +4909,7 @@
         <target state="translated">Yatırım Zaman Çizelgesi</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">298</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1c275927e7e22395d21a86e4ab459e428bcac27e" datatype="html">
@@ -4913,7 +4917,7 @@
         <target state="translated">Güncel Seri</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">319</context>
         </context-group>
       </trans-unit>
       <trans-unit id="eabb7b2ede5498042bc9fbb565981a780bf340dc" datatype="html">
@@ -4921,7 +4925,7 @@
         <target state="translated">En Uzun Seri</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">328</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6410cffb96159fcff46d91effc26df0e240bc0e3" datatype="html">
@@ -4929,7 +4933,7 @@
         <target state="translated">Temettü Zaman Çizelgesi</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">341</context>
+          <context context-type="linenumber">356</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -12261,7 +12265,7 @@
         <target state="translated">Kılavuzlar</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">5</context>
+          <context context-type="linenumber">22</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6edd1a650db2af580ebe746813024c45f1d854b1" datatype="html">
@@ -12269,7 +12273,7 @@
         <target state="translated">Sözlük</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">75</context>
+          <context context-type="linenumber">92</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5e41f1b4c46ad9e0a9bc83fa36445483aa5cc324" datatype="html">
@@ -12745,7 +12749,7 @@
         <target state="translated">Tümünü göster</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/holdings-table/holdings-table.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">174</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4086606389696938932" datatype="html">
@@ -13077,7 +13081,7 @@
         <target state="new">Africa</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">59</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3345512471687795386" datatype="html">
@@ -13085,7 +13089,7 @@
         <target state="new">Asia</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8350109327144196614" datatype="html">
@@ -13093,7 +13097,7 @@
         <target state="new">Europe</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">57</context>
+          <context context-type="linenumber">61</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1228771048078164312" datatype="html">
@@ -13101,7 +13105,7 @@
         <target state="new">North America</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">58</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3228811828827738441" datatype="html">
@@ -13109,7 +13113,7 @@
         <target state="new">Oceania</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5957846001261659229" datatype="html">
@@ -13117,7 +13121,7 @@
         <target state="new">South America</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">60</context>
+          <context context-type="linenumber">64</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c004f99bac91f7dc28e87d458f80e5035ae99884" datatype="html">
@@ -13153,7 +13157,7 @@
         <target state="new">Interest</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">294</context>
+          <context context-type="linenumber">312</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d81f00c85d3b507f3e3d78bfc617a2c66e028391" datatype="html">
@@ -13737,7 +13741,7 @@
         <target state="new">Extreme Fear</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">67</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2634398159221205491" datatype="html">
@@ -13745,7 +13749,7 @@
         <target state="new">Extreme Greed</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">64</context>
+          <context context-type="linenumber">68</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3511545370905854666" datatype="html">
@@ -13753,7 +13757,7 @@
         <target state="new">Neutral</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">67</context>
+          <context context-type="linenumber">71</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7183719827884539616" datatype="html">
@@ -13761,7 +13765,7 @@
         <target state="new">Oops! Could not parse historical data.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">223</context>
         </context-group>
       </trans-unit>
       <trans-unit id="297546430113071258" datatype="html">
@@ -14633,7 +14637,7 @@
         <target state="new">The current market price is</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">318</context>
+          <context context-type="linenumber">317</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a79d938b5ed20249b4ab6bef86c12633d2f346a0" datatype="html">
@@ -14709,7 +14713,7 @@
         <target state="new">Market data is delayed for</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts</context>
-          <context context-type="linenumber">81</context>
+          <context context-type="linenumber">82</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8580549503047096056" datatype="html">
@@ -14724,52 +14728,52 @@
           <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="d335f8985e317258d58d103d2d275f84166d70bf" datatype="html">
-        <source> Absolute Asset Performance </source>
-        <target state="new"> Absolute Asset Performance </target>
+      <trans-unit id="e19955db970092b9cde70be2cea163ab6adfac97" datatype="html">
+        <source>Absolute Asset Performance</source>
+        <target state="new">Absolute Asset Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">27</context>
+          <context context-type="linenumber">29</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e1c6c6ae1fb1c9d1c9cef7a7189564a5a011fff" datatype="html">
+      <trans-unit id="c726a56ba67c6c788e3759983dd8a1671d8cc886" datatype="html">
         <source> Asset Performance </source>
         <target state="new"> Asset Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">46</context>
+          <context context-type="linenumber">51</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="fee30b7c66e287ac87cadd3365869c1b02db6e61" datatype="html">
-        <source> Absolute Currency Performance </source>
-        <target state="new"> Absolute Currency Performance </target>
+      <trans-unit id="8ce52b52483f502dd23ed290357a17307c60280c" datatype="html">
+        <source>Absolute Currency Performance</source>
+        <target state="new">Absolute Currency Performance</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">73</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e718aa2eed2d481aca3ecc8086d597bb3006e6e" datatype="html">
+      <trans-unit id="e4da628796a8880899b986c2af0559a55d6a700c" datatype="html">
         <source> Currency Performance </source>
         <target state="new"> Currency Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">98</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="a09486bf95ab88829b3a8a66b45751cddcca241d" datatype="html">
+      <trans-unit id="5584854134b3049db7dfb7bf4d87a0b9b9b4b149" datatype="html">
         <source> Absolute Net Performance </source>
         <target state="new"> Absolute Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">121</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="b7d982bd60bf776dfd94e5df2092bb3380b75b33" datatype="html">
+      <trans-unit id="d88d656d93dd2029b9d35712789d2567d2c0d739" datatype="html">
         <source> Net Performance </source>
         <target state="new"> Net Performance </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">128</context>
+          <context context-type="linenumber">140</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3105754554141014845" datatype="html">
@@ -14956,6 +14960,22 @@
           <context context-type="linenumber">13</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="8204176479746810612" datatype="html">
+        <source>Active</source>
+        <target state="new">Active</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">30</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="7860418101283165917" datatype="html">
+        <source>Closed</source>
+        <target state="new">Closed</target>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">31</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/locales/messages.xlf

@@ -307,6 +307,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/faq/faq-page.component.ts</context>
           <context context-type="linenumber">48</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
+          <context context-type="linenumber">17</context>
+        </context-group>
       </trans-unit>
       <trans-unit id="6703761340382395781" datatype="html">
         <source>features</source>
@@ -978,7 +982,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.component.ts</context>
-          <context context-type="linenumber">18</context>
+          <context context-type="linenumber">19</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1c0638816928ae45284e60504936ca985960df5c" datatype="html">
@@ -1026,7 +1030,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">39</context>
+          <context context-type="linenumber">56</context>
         </context-group>
       </trans-unit>
       <trans-unit id="452ef1b96854fe05618303ee601f8fed3b866c9f" datatype="html">
@@ -1578,7 +1582,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">126</context>
+          <context context-type="linenumber">134</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -1729,10 +1733,6 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">201</context>
         </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">262</context>
-        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">263</context>
@@ -1745,6 +1745,10 @@
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
           <context context-type="linenumber">265</context>
         </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
+          <context context-type="linenumber">266</context>
+        </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
           <context context-type="linenumber">20</context>
@@ -1809,11 +1813,11 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-platform/admin-platform.component.html</context>
-          <context context-type="linenumber">97</context>
+          <context context-type="linenumber">101</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-tag/admin-tag.component.html</context>
-          <context context-type="linenumber">77</context>
+          <context context-type="linenumber">81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/account-balances/account-balances.component.html</context>
@@ -2008,7 +2012,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">411</context>
+          <context context-type="linenumber">412</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html</context>
@@ -2047,7 +2051,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">418</context>
+          <context context-type="linenumber">419</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8298612418414367990" datatype="html">
@@ -2105,7 +2109,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">337</context>
+          <context context-type="linenumber">338</context>
         </context-group>
       </trans-unit>
       <trans-unit id="27fe3d097c64eaec7ff564358f80fb7ba795f484" datatype="html">
@@ -2128,7 +2132,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">353</context>
+          <context context-type="linenumber">354</context>
         </context-group>
       </trans-unit>
       <trans-unit id="86c6e9437398addbc04b6570de19b2cb4afe6084" datatype="html">
@@ -2211,7 +2215,7 @@
         <source>Oops! Could not parse historical data.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">223</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c8d1785038d461ec66b5799db21864182b35900a" datatype="html">
@@ -2262,7 +2266,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">69</context>
+          <context context-type="linenumber">77</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -2336,7 +2340,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">322</context>
+          <context context-type="linenumber">323</context>
         </context-group>
       </trans-unit>
       <trans-unit id="860b5bad5cced4ac7b854f429968a91f8d74ea6e" datatype="html">
@@ -2544,7 +2548,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">105</context>
+          <context context-type="linenumber">113</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/header/header.component.html</context>
@@ -2607,7 +2611,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">366</context>
+          <context context-type="linenumber">367</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.html</context>
@@ -2660,35 +2664,35 @@
         <source>Registration</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">96</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ee6a93295a4311c0968e99a6a8d0521684af361b" datatype="html">
         <source>Engagement per Day</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">150</context>
+          <context context-type="linenumber">158</context>
         </context-group>
       </trans-unit>
       <trans-unit id="623f499e6a4ab7f48d7bd483fa49af15713346dd" datatype="html">
         <source> Last Request </source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">183</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f8ff0eb5c040edbffded4b792c0ba85d3b12fe1a" datatype="html">
         <source>Impersonate User</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">222</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c32a07710e402b2c056bd346e7c42f6015334a6" datatype="html">
         <source>Delete User</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-users/admin-users.html</context>
-          <context context-type="linenumber">224</context>
+          <context context-type="linenumber">232</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3cc9c2ae277393b3946b38c088dabff671b1ee1b" datatype="html">
@@ -2854,7 +2858,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.html</context>
-          <context context-type="linenumber">23</context>
+          <context context-type="linenumber">32</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5486880308148746399" datatype="html">
@@ -2865,7 +2869,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">69</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6844699413925472826" datatype="html">
@@ -2876,7 +2880,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">66</context>
+          <context context-type="linenumber">70</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ce718ababbce63d776cf8b1f91412beb4c0a6e04" datatype="html">
@@ -3118,14 +3122,14 @@
         <source>Gross Performance</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">73</context>
+          <context context-type="linenumber">77</context>
         </context-group>
       </trans-unit>
       <trans-unit id="c20172223f84462032664d717d739297e5a9e2fe" datatype="html">
         <source>Fees</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">94</context>
+          <context context-type="linenumber">100</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -3140,35 +3144,35 @@
         <source>Absolute Net Performance</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">116</context>
         </context-group>
       </trans-unit>
       <trans-unit id="26de2fb4d52a11f78e22587a48690cba0fc6fa58" datatype="html">
         <source>Net Performance</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">123</context>
+          <context context-type="linenumber">133</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f159ffb7a09c8c1fe7913ef063462db50ddcd878" datatype="html">
         <source>Total Assets</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">159</context>
         </context-group>
       </trans-unit>
       <trans-unit id="59d87bdb983dda90c1e86d086430552ec05c7a4d" datatype="html">
         <source>Valuables</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">158</context>
+          <context context-type="linenumber">172</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2201b2004bc4997a66f6f8ea2511a4e1311f3de1" datatype="html">
         <source>Emergency Fund</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">184</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -3183,35 +3187,35 @@
         <source>Cash</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">191</context>
+          <context context-type="linenumber">205</context>
         </context-group>
       </trans-unit>
       <trans-unit id="ee8f8008bae6ce3a49840c4e1d39b4af23d4c263" datatype="html">
         <source>Assets</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">204</context>
+          <context context-type="linenumber">218</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8cce9d03787606e0052d19c2ae7e7fa5ff785e94" datatype="html">
         <source>Buying Power</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">217</context>
+          <context context-type="linenumber">231</context>
         </context-group>
       </trans-unit>
       <trans-unit id="98fc3013bfcbf452b9f37bbfcdb77b9b882866e3" datatype="html">
         <source>Excluded from Analysis</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">243</context>
         </context-group>
       </trans-unit>
       <trans-unit id="0b1e2c97e139808a34bd77b7da3504ece6c570cb" datatype="html">
         <source>Liabilities</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/features/features-page.html</context>
@@ -3222,28 +3226,28 @@
         <source>Net Worth</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">264</context>
+          <context context-type="linenumber">278</context>
         </context-group>
       </trans-unit>
       <trans-unit id="e702514cebbfb335331b6d6156ffeacb8c3b14e4" datatype="html">
         <source> Annualized Performance </source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">276</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="fe788dd32538034a1afe978e956f3d2403e2df83" datatype="html">
         <source>Interest</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">294</context>
+          <context context-type="linenumber">312</context>
         </context-group>
       </trans-unit>
       <trans-unit id="d3aa83bd247983dd056a62f56ffb25269bd98d47" datatype="html">
         <source>Dividend</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
-          <context context-type="linenumber">306</context>
+          <context context-type="linenumber">324</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html</context>
@@ -3259,7 +3263,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">260</context>
+          <context context-type="linenumber">261</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6785405835169448749" datatype="html">
@@ -4673,7 +4677,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">266</context>
+          <context context-type="linenumber">267</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -4691,11 +4695,11 @@
         <source>Fee</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">285</context>
+          <context context-type="linenumber">286</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">314</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/activities-table/activities-table.component.html</context>
@@ -4706,7 +4710,7 @@
         <source>Oops! Could not get the historical exchange rate from</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html</context>
-          <context context-type="linenumber">303</context>
+          <context context-type="linenumber">304</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1817902710689724227" datatype="html">
@@ -4840,56 +4844,56 @@
         <source>By Platform</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">43</context>
+          <context context-type="linenumber">44</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b79f5520c0cb9a00bd589e8a4c86ffcf5ae439d7" datatype="html">
         <source>By Currency</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">62</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8288ff761f2d259625d2e5a3d96db727926d9cd4" datatype="html">
         <source>By Asset Class</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">85</context>
+          <context context-type="linenumber">86</context>
         </context-group>
       </trans-unit>
       <trans-unit id="b64539bb7815eb3275b55ad723d3897fc6ba8d23" datatype="html">
         <source>By Holding</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">109</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9f86714c9a6b74e13c96ab02102ce40c34fe13b9" datatype="html">
         <source>By Sector</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">131</context>
+          <context context-type="linenumber">132</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7017e0e26b53ef322c3e3bbf95f06a85487a12b2" datatype="html">
         <source>By Continent</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">155</context>
+          <context context-type="linenumber">156</context>
         </context-group>
       </trans-unit>
       <trans-unit id="834807cba8928b6f8b27ea62c886f7f3715079b0" datatype="html">
         <source>By Market</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">178</context>
+          <context context-type="linenumber">179</context>
         </context-group>
       </trans-unit>
       <trans-unit id="85780db87ac6c9f202615ac63754551c061e7236" datatype="html">
         <source>Regions</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">202</context>
+          <context context-type="linenumber">203</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -4900,7 +4904,7 @@
         <source>Developed Markets</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">227</context>
+          <context context-type="linenumber">228</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -4911,7 +4915,7 @@
         <source>Emerging Markets</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">237</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -4922,7 +4926,7 @@
         <source>Other Markets</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">245</context>
+          <context context-type="linenumber">246</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -4933,7 +4937,7 @@
         <source>No data available</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">257</context>
+          <context context-type="linenumber">258</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
@@ -4944,21 +4948,21 @@
         <source>By Account</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">269</context>
+          <context context-type="linenumber">270</context>
         </context-group>
       </trans-unit>
       <trans-unit id="166ccc92e1aa598f9056a260be209a0bab64d37a" datatype="html">
         <source>By ETF Provider</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">289</context>
+          <context context-type="linenumber">290</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f27e9dd8de80176286e02312e694cb8d1e485a5d" datatype="html">
         <source>By Country</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/allocations/allocations-page.html</context>
-          <context context-type="linenumber">312</context>
+          <context context-type="linenumber">313</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2948175671993825247" datatype="html">
@@ -5015,49 +5019,49 @@
         <source>Top</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">157</context>
+          <context context-type="linenumber">168</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6723d5c967329a3ac75524cf0c1af5ced022b9a3" datatype="html">
         <source>Bottom</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">203</context>
+          <context context-type="linenumber">216</context>
         </context-group>
       </trans-unit>
       <trans-unit id="f1a355a1af2e818050a3af693ac8b521fa7edc5f" datatype="html">
         <source>Portfolio Evolution</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">268</context>
         </context-group>
       </trans-unit>
       <trans-unit id="658bfe96ba9d3a3a2ada478c8c855286b841f92a" datatype="html">
         <source>Investment Timeline</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">298</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1c275927e7e22395d21a86e4ab459e428bcac27e" datatype="html">
         <source>Current Streak</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">319</context>
         </context-group>
       </trans-unit>
       <trans-unit id="eabb7b2ede5498042bc9fbb565981a780bf340dc" datatype="html">
         <source>Longest Streak</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">313</context>
+          <context context-type="linenumber">328</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6410cffb96159fcff46d91effc26df0e240bc0e3" datatype="html">
         <source>Dividend Timeline</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">341</context>
+          <context context-type="linenumber">356</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5857197365507636437" datatype="html">
@@ -13371,14 +13375,14 @@
         <source>Guides</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">5</context>
+          <context context-type="linenumber">22</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6edd1a650db2af580ebe746813024c45f1d854b1" datatype="html">
         <source>Glossary</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/resources-page.html</context>
-          <context context-type="linenumber">75</context>
+          <context context-type="linenumber">92</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3737711445155929474" datatype="html">
@@ -13648,7 +13652,7 @@
         <source>Show all</source>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/holdings-table/holdings-table.component.html</context>
-          <context context-type="linenumber">170</context>
+          <context context-type="linenumber">174</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4086606389696938932" datatype="html">
@@ -13946,63 +13950,63 @@
         <source>Africa</source>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">55</context>
+          <context context-type="linenumber">59</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3345512471687795386" datatype="html">
         <source>Asia</source>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8350109327144196614" datatype="html">
         <source>Europe</source>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">57</context>
+          <context context-type="linenumber">61</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1228771048078164312" datatype="html">
         <source>North America</source>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">58</context>
+          <context context-type="linenumber">62</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3228811828827738441" datatype="html">
         <source>Oceania</source>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">63</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5957846001261659229" datatype="html">
         <source>South America</source>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">60</context>
+          <context context-type="linenumber">64</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1189482335778578193" datatype="html">
         <source>Extreme Fear</source>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">67</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2634398159221205491" datatype="html">
         <source>Extreme Greed</source>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">64</context>
+          <context context-type="linenumber">68</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3511545370905854666" datatype="html">
         <source>Neutral</source>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
-          <context context-type="linenumber">67</context>
+          <context context-type="linenumber">71</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3c33a66194384cf8c14e25170416767efa56fd98" datatype="html">
@@ -14055,7 +14059,7 @@
         <source>The current market price is</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts</context>
-          <context context-type="linenumber">318</context>
+          <context context-type="linenumber">317</context>
         </context-group>
       </trans-unit>
       <trans-unit id="a79d938b5ed20249b4ab6bef86c12633d2f346a0" datatype="html">
@@ -14116,28 +14120,28 @@
         <source>Market data is delayed for</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts</context>
-          <context context-type="linenumber">81</context>
+          <context context-type="linenumber">82</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="fee30b7c66e287ac87cadd3365869c1b02db6e61" datatype="html">
-        <source> Absolute Currency Performance </source>
+      <trans-unit id="8ce52b52483f502dd23ed290357a17307c60280c" datatype="html">
+        <source>Absolute Currency Performance</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">65</context>
+          <context context-type="linenumber">73</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="a09486bf95ab88829b3a8a66b45751cddcca241d" datatype="html">
+      <trans-unit id="5584854134b3049db7dfb7bf4d87a0b9b9b4b149" datatype="html">
         <source> Absolute Net Performance </source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">109</context>
+          <context context-type="linenumber">121</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="d335f8985e317258d58d103d2d275f84166d70bf" datatype="html">
-        <source> Absolute Asset Performance </source>
+      <trans-unit id="e19955db970092b9cde70be2cea163ab6adfac97" datatype="html">
+        <source>Absolute Asset Performance</source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">27</context>
+          <context context-type="linenumber">29</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8580549503047096056" datatype="html">
@@ -14151,25 +14155,25 @@
           <context context-type="linenumber">60</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e1c6c6ae1fb1c9d1c9cef7a7189564a5a011fff" datatype="html">
+      <trans-unit id="c726a56ba67c6c788e3759983dd8a1671d8cc886" datatype="html">
         <source> Asset Performance </source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">46</context>
+          <context context-type="linenumber">51</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="b7d982bd60bf776dfd94e5df2092bb3380b75b33" datatype="html">
+      <trans-unit id="d88d656d93dd2029b9d35712789d2567d2c0d739" datatype="html">
         <source> Net Performance </source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">128</context>
+          <context context-type="linenumber">140</context>
         </context-group>
       </trans-unit>
-      <trans-unit id="9e718aa2eed2d481aca3ecc8086d597bb3006e6e" datatype="html">
+      <trans-unit id="e4da628796a8880899b986c2af0559a55d6a700c" datatype="html">
         <source> Currency Performance </source>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/analysis/analysis-page.html</context>
-          <context context-type="linenumber">88</context>
+          <context context-type="linenumber">98</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2593751087640318641" datatype="html">
@@ -14335,6 +14339,20 @@
           <context context-type="linenumber">13</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="7860418101283165917" datatype="html">
+        <source>Closed</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">31</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="8204176479746810612" datatype="html">
+        <source>Active</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts</context>
+          <context context-type="linenumber">30</context>
+        </context-group>
+      </trans-unit>
     </body>
   </file>
 </xliff>

apps/client/src/styles.scss

@@ -587,6 +587,10 @@ ngx-skeleton-loader {
   text-decoration: underline !important;
 }
 
+.text-line-through {
+  text-decoration: line-through;
+}
+
 .with-placeholder-as-option {
   .mat-mdc-select-placeholder {
     color: rgba(var(--dark-primary-text));

libs/common/src/lib/helper.ts

@@ -1,6 +1,6 @@
 import * as currencies from '@dinero.js/currencies';
 import { NumberParser } from '@internationalized/number';
-import { DataSource, MarketData } from '@prisma/client';
+import { DataSource, MarketData, Type as ActivityType } from '@prisma/client';
 import Big from 'big.js';
 import {
   getDate,
@@ -138,6 +138,10 @@ export function extractNumberFromString({
   }
 }
 
+export function getAllActivityTypes(): ActivityType[] {
+  return Object.values(ActivityType);
+}
+
 export function getAssetProfileIdentifier({ dataSource, symbol }: UniqueAsset) {
   return `${dataSource}-${symbol}`;
 }
@@ -393,6 +397,6 @@ export function resolveMarketCondition(
   } else if (aMarketCondition === 'BEAR_MARKET') {
     return { emoji: '🐻' };
   } else {
-    return { emoji: '⚪' };
+    return { emoji: undefined };
   }
 }

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

@@ -1,3 +1,5 @@
+import { Role } from '@prisma/client';
+
 import { UniqueAsset } from './unique-asset.interface';
 
 export interface AdminData {
@@ -16,6 +18,7 @@ export interface AdminData {
     engagement: number;
     id: string;
     lastActivity: Date;
+    role: Role;
     transactionCount: number;
   }[];
   version: string;