Release 2.11.0 (#2488)

* Import historical data for an asset

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>

CHANGELOG.md

@@ -5,6 +5,75 @@ 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).
 
+## 2.11.0 - 2023-10-14
+
+### Added
+
+- Added support to transfer a part of the cash balance from one to another account
+- Extended the markets overview by benchmarks (date of last all time high)
+- Added support to import historical market data in the admin control panel
+
+### Changed
+
+- Harmonized the style of the create button on the page for granting and revoking public access to share the portfolio
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.3.1` to `5.4.2`
+
+### Fixed
+
+- Fixed `FEE` and `INTEREST` types in the activities import of `csv` files
+- Fixed the displayed currency of the cash balance in the create or update account dialog
+
+## 2.10.0 - 2023-10-09
+
+### Added
+
+- Supported enter key press to submit the form of the create or update access dialog
+
+### Changed
+
+- Improved the display of the results in the search for a holding
+- Changed the queue jobs view in the admin control panel to an `@angular/material` data table
+- Improved the symbol conversion in the _EOD Historical Data_ service
+
+## 2.9.0 - 2023-10-08
+
+### Added
+
+- Added support to search for a holding by `isin`, `name` and `symbol` (experimental)
+- Added support for notes in the activities import
+- Added support to search in the platform selector of the create or update account dialog
+- Added support for a search query in the portfolio position endpoint
+- Added the application version to the endpoint `GET api/v1/admin`
+- Introduced a carousel component for the testimonial section on the landing page
+
+### Changed
+
+- Displayed the link to the markets overview on the home page without any permission
+
+### Fixed
+
+- Fixed the style of the active features page in the navigation on desktop
+
+## 2.8.0 - 2023-10-03
+
+### Added
+
+- Supported enter key press to submit the form of the create or update account dialog
+- Added the application version to the admin control panel
+- Added pagination parameters (`skip`, `take`) to the endpoint `GET api/v1/order`
+
+### Changed
+
+- Harmonized the settings icon of the user account page
+- Improved the usability to set an asset profile as a benchmark
+- Reload platforms after making a change in the admin control panel
+- Reload tags after making a change in the admin control panel
+
+### Fixed
+
+- Fixed the sidebar navigation on the user account page
+
 ## 2.7.0 - 2023-09-30
 
 ### Added

DEVELOPMENT.md

@@ -18,6 +18,12 @@
 
 ### Prisma
 
+#### Access database via GUI
+
+Run `yarn database:gui`
+
+https://www.prisma.io/studio
+
 #### Synchronize schema with database for prototyping
 
 Run `yarn database:push`

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

@@ -8,4 +8,8 @@ export class CreateAccessDto {
   @IsOptional()
   @IsString()
   granteeUserId?: string;
+
+  @IsOptional()
+  @IsString()
+  type?: 'PUBLIC';
 }

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

@@ -29,6 +29,7 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AccountService } from './account.service';
 import { CreateAccountDto } from './create-account.dto';
+import { TransferBalanceDto } from './transfer-balance.dto';
 import { UpdateAccountDto } from './update-account.dto';
 
 @Controller('account')
@@ -154,6 +155,58 @@ export class AccountController {
     }
   }
 
+  @Post('transfer-balance')
+  @UseGuards(AuthGuard('jwt'))
+  public async transferAccountBalance(
+    @Body() { accountIdFrom, accountIdTo, balance }: TransferBalanceDto
+  ) {
+    if (
+      !hasPermission(this.request.user.permissions, permissions.updateAccount)
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const accountsOfUser = await this.accountService.getAccounts(
+      this.request.user.id
+    );
+
+    const currentAccountIds = accountsOfUser.map(({ id }) => {
+      return id;
+    });
+
+    if (
+      ![accountIdFrom, accountIdTo].every((accountId) => {
+        return currentAccountIds.includes(accountId);
+      })
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    const { currency } = accountsOfUser.find(({ id }) => {
+      return id === accountIdFrom;
+    });
+
+    await this.accountService.updateAccountBalance({
+      currency,
+      accountId: accountIdFrom,
+      amount: -balance,
+      userId: this.request.user.id
+    });
+
+    await this.accountService.updateAccountBalance({
+      currency,
+      accountId: accountIdTo,
+      amount: balance,
+      userId: this.request.user.id
+    });
+  }
+
   @Put(':id')
   @UseGuards(AuthGuard('jwt'))
   public async update(@Param('id') id: string, @Body() data: UpdateAccountDto) {

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

@@ -109,7 +109,7 @@ export class AccountService {
     });
   }
 
-  public async getAccounts(aUserId: string) {
+  public async getAccounts(aUserId: string): Promise<Account[]> {
     const accounts = await this.accounts({
       include: { Order: true, Platform: true },
       orderBy: { name: 'asc' },
@@ -218,13 +218,13 @@ export class AccountService {
     accountId,
     amount,
     currency,
-    date,
+    date = new Date(),
     userId
   }: {
     accountId: string;
     amount: number;
     currency: string;
-    date: Date;
+    date?: Date;
     userId: string;
   }) {
     const { balance, currency: currencyOfAccount } = await this.account({

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

@@ -12,7 +12,7 @@ import { isString } from 'lodash';
 export class CreateAccountDto {
   @IsOptional()
   @IsString()
-  accountType: AccountType;
+  accountType?: AccountType;
 
   @IsNumber()
   balance: number;

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

@@ -0,0 +1,12 @@
+import { IsNumber, IsString } from 'class-validator';
+
+export class TransferBalanceDto {
+  @IsString()
+  accountIdFrom: string;
+
+  @IsString()
+  accountIdTo: string;
+
+  @IsNumber()
+  balance: number;
+}

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

@@ -12,7 +12,7 @@ import { isString } from 'lodash';
 export class UpdateAccountDto {
   @IsOptional()
   @IsString()
-  accountType: AccountType;
+  accountType?: AccountType;
 
   @IsNumber()
   balance: number;

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

@@ -43,6 +43,7 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AdminService } from './admin.service';
 import { UpdateAssetProfileDto } from './update-asset-profile.dto';
+import { UpdateBulkMarketDataDto } from './update-bulk-market-data.dto';
 import { UpdateMarketDataDto } from './update-market-data.dto';
 
 @Controller('admin')
@@ -313,6 +314,43 @@ export class AdminController {
     return this.adminService.getMarketDataBySymbol({ dataSource, symbol });
   }
 
+  @Post('market-data/:dataSource/:symbol')
+  @UseGuards(AuthGuard('jwt'))
+  public async updateMarketData(
+    @Body() data: UpdateBulkMarketDataDto,
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ) {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const dataBulkUpdate: Prisma.MarketDataUpdateInput[] = data.marketData.map(
+      ({ date, marketPrice }) => ({
+        dataSource,
+        date,
+        marketPrice,
+        symbol,
+        state: 'CLOSE'
+      })
+    );
+
+    return this.marketDataService.updateMany({
+      data: dataBulkUpdate
+    });
+  }
+
+  /**
+   * @deprecated
+   */
   @Put('market-data/:dataSource/:symbol/:dateString')
   @UseGuards(AuthGuard('jwt'))
   public async update(

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

@@ -1,4 +1,5 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
+import { environment } from '@ghostfolio/api/environments/environment';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@@ -97,7 +98,8 @@ export class AdminService {
       settings: await this.propertyService.get(),
       transactionCount: await this.prismaService.order.count(),
       userCount: await this.prismaService.user.count(),
-      users: await this.getUsersWithAnalytics()
+      users: await this.getUsersWithAnalytics(),
+      version: environment.version
     };
   }
 

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

@@ -0,0 +1,11 @@
+import { Type } from 'class-transformer';
+import { ArrayNotEmpty, IsArray, isNotEmptyObject } from 'class-validator';
+
+import { UpdateMarketDataDto } from './update-market-data.dto';
+
+export class UpdateBulkMarketDataDto {
+  @ArrayNotEmpty()
+  @IsArray()
+  @Type(() => UpdateMarketDataDto)
+  marketData: UpdateMarketDataDto[];
+}

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

@@ -1,6 +1,10 @@
-import { IsNumber } from 'class-validator';
+import { IsDate, IsNumber, IsOptional } from 'class-validator';
 
 export class UpdateMarketDataDto {
+  @IsDate()
+  @IsOptional()
+  date?: Date;
+
   @IsNumber()
   marketPrice: number;
 }

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

@@ -10,6 +10,7 @@ import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,
+  Delete,
   Get,
   HttpException,
   Inject,
@@ -32,32 +33,6 @@ export class BenchmarkController {
     @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
 
-  @Get()
-  @UseInterceptors(TransformDataSourceInRequestInterceptor)
-  @UseInterceptors(TransformDataSourceInResponseInterceptor)
-  public async getBenchmark(): Promise<BenchmarkResponse> {
-    return {
-      benchmarks: await this.benchmarkService.getBenchmarks()
-    };
-  }
-
-  @Get(':dataSource/:symbol/:startDateString')
-  @UseGuards(AuthGuard('jwt'))
-  @UseInterceptors(TransformDataSourceInRequestInterceptor)
-  public async getBenchmarkMarketDataBySymbol(
-    @Param('dataSource') dataSource: DataSource,
-    @Param('startDateString') startDateString: string,
-    @Param('symbol') symbol: string
-  ): Promise<BenchmarkMarketDataDetails> {
-    const startDate = new Date(startDateString);
-
-    return this.benchmarkService.getMarketDataBySymbol({
-      dataSource,
-      startDate,
-      symbol
-    });
-  }
-
   @Post()
   @UseGuards(AuthGuard('jwt'))
   public async addBenchmark(@Body() { dataSource, symbol }: UniqueAsset) {
@@ -94,4 +69,70 @@ export class BenchmarkController {
       );
     }
   }
+
+  @Delete(':dataSource/:symbol')
+  @UseGuards(AuthGuard('jwt'))
+  public async deleteBenchmark(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ) {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    try {
+      const benchmark = await this.benchmarkService.deleteBenchmark({
+        dataSource,
+        symbol
+      });
+
+      if (!benchmark) {
+        throw new HttpException(
+          getReasonPhrase(StatusCodes.NOT_FOUND),
+          StatusCodes.NOT_FOUND
+        );
+      }
+
+      return benchmark;
+    } catch {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR),
+        StatusCodes.INTERNAL_SERVER_ERROR
+      );
+    }
+  }
+
+  @Get()
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
+  public async getBenchmark(): Promise<BenchmarkResponse> {
+    return {
+      benchmarks: await this.benchmarkService.getBenchmarks()
+    };
+  }
+
+  @Get(':dataSource/:symbol/:startDateString')
+  @UseGuards(AuthGuard('jwt'))
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  public async getBenchmarkMarketDataBySymbol(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('startDateString') startDateString: string,
+    @Param('symbol') symbol: string
+  ): Promise<BenchmarkMarketDataDetails> {
+    const startDate = new Date(startDateString);
+
+    return this.benchmarkService.getMarketDataBySymbol({
+      dataSource,
+      startDate,
+      symbol
+    });
+  }
 }

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

@@ -64,7 +64,7 @@ export class BenchmarkService {
 
     const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
 
-    const promises: Promise<number>[] = [];
+    const promises: Promise<{ date: Date; marketPrice: number }>[] = [];
 
     const quotes = await this.dataProviderService.getQuotes({
       items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
@@ -85,15 +85,14 @@ export class BenchmarkService {
 
       let performancePercentFromAllTimeHigh = 0;
 
-      if (allTimeHigh && marketPrice) {
+      if (allTimeHigh?.marketPrice && marketPrice) {
         performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
-          allTimeHigh,
+          allTimeHigh.marketPrice,
           marketPrice
         );
       } else {
         storeInCache = false;
       }
-
       return {
         marketCondition: this.getMarketCondition(
           performancePercentFromAllTimeHigh
@@ -101,6 +100,7 @@ export class BenchmarkService {
         name: benchmarkAssetProfiles[index].name,
         performances: {
           allTimeHigh: {
+            date: allTimeHigh.date,
             performancePercent: performancePercentFromAllTimeHigh
           }
         }
@@ -245,6 +245,43 @@ export class BenchmarkService {
     };
   }
 
+  public async deleteBenchmark({
+    dataSource,
+    symbol
+  }: UniqueAsset): Promise<Partial<SymbolProfile>> {
+    const assetProfile = await this.prismaService.symbolProfile.findFirst({
+      where: {
+        dataSource,
+        symbol
+      }
+    });
+
+    if (!assetProfile) {
+      return null;
+    }
+
+    let benchmarks =
+      ((await this.propertyService.getByKey(
+        PROPERTY_BENCHMARKS
+      )) as BenchmarkProperty[]) ?? [];
+
+    benchmarks = benchmarks.filter(({ symbolProfileId }) => {
+      return symbolProfileId !== assetProfile.id;
+    });
+
+    await this.propertyService.put({
+      key: PROPERTY_BENCHMARKS,
+      value: JSON.stringify(benchmarks)
+    });
+
+    return {
+      dataSource,
+      symbol,
+      id: assetProfile.id,
+      name: assetProfile.name
+    };
+  }
+
   private getMarketCondition(aPerformanceInPercent: number) {
     return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
   }

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

@@ -55,12 +55,8 @@ export class InfoService {
   public async get(): Promise<InfoItem> {
     const info: Partial<InfoItem> = {};
     let isReadOnlyMode: boolean;
-    const platforms = (
-      await this.platformService.getPlatforms({
-        orderBy: { name: 'asc' }
-      })
-    ).map(({ id, name }) => {
-      return { id, name };
+    const platforms = await this.platformService.getPlatforms({
+      orderBy: { name: 'asc' }
     });
     let systemMessage: string;
 

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

@@ -89,7 +89,9 @@ export class OrderController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
-    @Query('tags') filterByTags?: string
+    @Query('skip') skip?: number,
+    @Query('tags') filterByTags?: string,
+    @Query('take') take?: number
   ): Promise<Activities> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
@@ -105,6 +107,8 @@ export class OrderController {
       filters,
       userCurrency,
       includeDrafts: true,
+      skip: isNaN(skip) ? undefined : skip,
+      take: isNaN(take) ? undefined : take,
       userId: impersonationUserId || this.request.user.id,
       withExcludedAccounts: true
     });

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

@@ -230,6 +230,8 @@ export class OrderService {
   public async getOrders({
     filters,
     includeDrafts = false,
+    skip,
+    take = Number.MAX_SAFE_INTEGER,
     types,
     userCurrency,
     userId,
@@ -237,6 +239,8 @@ export class OrderService {
   }: {
     filters?: Filter[];
     includeDrafts?: boolean;
+    skip?: number;
+    take?: number;
     types?: TypeOfOrder[];
     userCurrency: string;
     userId: string;
@@ -315,6 +319,8 @@ export class OrderService {
 
     return (
       await this.orders({
+        skip,
+        take,
         where,
         include: {
           // eslint-disable-next-line @typescript-eslint/naming-convention

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

@@ -391,12 +391,14 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('query') filterBySearchQuery?: string,
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioPositions> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterBySearchQuery,
       filterByTags
     });
 

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

@@ -1014,6 +1014,9 @@ export class PortfolioService {
     filters?: Filter[];
     impersonationId: string;
   }): Promise<{ hasErrors: boolean; positions: Position[] }> {
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
     const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { portfolioOrders, transactionPoints } =
@@ -1042,9 +1045,9 @@ export class PortfolioService {
     const currentPositions =
       await portfolioCalculator.getCurrentPositions(startDate);
 
-    const positions = currentPositions.positions.filter(
-      (item) => !item.quantity.eq(0)
-    );
+    let positions = currentPositions.positions.filter(({ quantity }) => {
+      return !quantity.eq(0);
+    });
 
     const dataGatheringItems = positions.map(({ dataSource, symbol }) => {
       return {
@@ -1067,6 +1070,18 @@ export class PortfolioService {
       symbolProfileMap[symbolProfile.symbol] = symbolProfile;
     }
 
+    if (searchQuery) {
+      positions = positions.filter(({ symbol }) => {
+        const enhancedSymbolProfile = symbolProfileMap[symbol];
+
+        return (
+          enhancedSymbolProfile.isin?.toLowerCase().startsWith(searchQuery) ||
+          enhancedSymbolProfile.name?.toLowerCase().startsWith(searchQuery) ||
+          enhancedSymbolProfile.symbol?.toLowerCase().startsWith(searchQuery)
+        );
+      });
+    }
+
     return {
       hasErrors: currentPositions.hasErrors,
       positions: positions.map((position) => {

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

@@ -163,6 +163,13 @@ export class UserService {
 
     let currentPermissions = getPermissions(user.role);
 
+    if (!(user.Settings.settings as UserSettings).isExperimentalFeatures) {
+      currentPermissions = without(
+        currentPermissions,
+        permissions.accessAssistant
+      );
+    }
+
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       user.subscription =
         this.subscriptionService.getSubscription(Subscription);

apps/api/src/helper/object.helper.ts

@@ -3,7 +3,7 @@ import { cloneDeep, isArray, isObject } from 'lodash';
 
 export function hasNotDefinedValuesInObject(aObject: Object): boolean {
   for (const key in aObject) {
-    if (aObject[key] === null || aObject[key] === null) {
+    if (aObject[key] === null || aObject[key] === undefined) {
       return true;
     } else if (isObject(aObject[key])) {
       return hasNotDefinedValuesInObject(aObject[key]);

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

@@ -8,14 +8,17 @@ export class ApiService {
   public buildFiltersFromQueryParams({
     filterByAccounts,
     filterByAssetClasses,
+    filterBySearchQuery,
     filterByTags
   }: {
     filterByAccounts?: string;
     filterByAssetClasses?: string;
+    filterBySearchQuery?: string;
     filterByTags?: string;
   }): Filter[] {
     const accountIds = filterByAccounts?.split(',') ?? [];
     const assetClasses = filterByAssetClasses?.split(',') ?? [];
+    const searchQuery = filterBySearchQuery?.toLowerCase();
     const tagIds = filterByTags?.split(',') ?? [];
 
     return [
@@ -31,6 +34,10 @@ export class ApiService {
           type: 'ASSET_CLASS'
         };
       }),
+      {
+        id: searchQuery,
+        type: 'SEARCH_QUERY'
+      },
       ...tagIds.map((tagId) => {
         return <Filter>{
           id: tagId,

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

@@ -283,7 +283,6 @@ export class EodHistoricalDataService implements DataProviderInterface {
     if (symbol.endsWith('.FOREX')) {
       symbol = symbol.replace('GBX', 'GBp');
       symbol = symbol.replace('.FOREX', '');
-      symbol = `${DEFAULT_CURRENCY}${symbol}`;
     }
 
     return symbol;
@@ -292,7 +291,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
   /**
    * Converts a symbol to a EOD symbol
    *
-   * Currency:  USDCHF  -> CHF.FOREX
+   * Currency:  USDCHF  -> USDCHF.FOREX
    */
   private convertToEodSymbol(aSymbol: string) {
     if (
@@ -304,9 +303,10 @@ export class EodHistoricalDataService implements DataProviderInterface {
           aSymbol.substring(0, aSymbol.length - DEFAULT_CURRENCY.length)
         )
       ) {
-        return `${aSymbol
-          .replace('GBp', 'GBX')
-          .replace(DEFAULT_CURRENCY, '')}.FOREX`;
+        let symbol = aSymbol;
+        symbol = symbol.replace('GBp', 'GBX');
+
+        return `${symbol}.FOREX`;
       }
     }
 

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

@@ -39,18 +39,22 @@ export class MarketDataService {
     });
   }
 
-  public async getMax({ dataSource, symbol }: UniqueAsset): Promise<number> {
-    const aggregations = await this.prismaService.marketData.aggregate({
-      _max: {
+  public async getMax({ dataSource, symbol }: UniqueAsset) {
+    return this.prismaService.marketData.findFirst({
+      select: {
+        date: true,
         marketPrice: true
       },
+      orderBy: [
+        {
+          marketPrice: 'desc'
+        }
+      ],
       where: {
         dataSource,
         symbol
       }
     });
-
-    return aggregations._max.marketPrice;
   }
 
   public async getRange({

apps/client/project.json

@@ -104,40 +104,40 @@
       "options": {
         "commands": [
           {
-            "command": "mkdir -p dist/apps/client"
+            "command": "shx mkdir -p dist/apps/client"
           },
           {
-            "command": "cp -r apps/client/src/assets dist/apps/client"
+            "command": "shx cp -r apps/client/src/assets dist/apps/client"
           },
           {
-            "command": "cp -r apps/client/src/assets/.well-known dist/apps/client"
+            "command": "shx cp -r apps/client/src/assets/.well-known dist/apps/client"
           },
           {
-            "command": "cp apps/client/src/assets/favicon.ico dist/apps/client"
+            "command": "shx cp apps/client/src/assets/favicon.ico dist/apps/client"
           },
           {
-            "command": "cp apps/client/src/assets/index.html dist/apps/client"
+            "command": "shx cp apps/client/src/assets/index.html dist/apps/client"
           },
           {
-            "command": "cp apps/client/src/assets/robots.txt dist/apps/client"
+            "command": "shx cp apps/client/src/assets/robots.txt dist/apps/client"
           },
           {
-            "command": "cp apps/client/src/assets/site.webmanifest dist/apps/client"
+            "command": "shx cp apps/client/src/assets/site.webmanifest dist/apps/client"
           },
           {
-            "command": "cp node_modules/ionicons/dist/index.js dist/apps/client"
+            "command": "shx cp node_modules/ionicons/dist/index.js dist/apps/client"
           },
           {
-            "command": "cp node_modules/ionicons/dist/ionicons.js dist/apps/client"
+            "command": "shx cp node_modules/ionicons/dist/ionicons.js dist/apps/client"
           },
           {
-            "command": "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": "cp CHANGELOG.md dist/apps/client/assets"
+            "command": "shx cp CHANGELOG.md dist/apps/client/assets"
           },
           {
-            "command": "cp LICENSE dist/apps/client/assets"
+            "command": "shx cp LICENSE dist/apps/client/assets"
           }
         ]
       }

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

@@ -32,6 +32,7 @@
   <gf-header
     class="position-fixed w-100"
     [currentRoute]="currentRoute"
+    [deviceType]="deviceType"
     [hasTabs]="hasTabs"
     [info]="info"
     [pageTitle]="pageTitle"

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

@@ -112,6 +112,7 @@ export class AppComponent implements OnDestroy, OnInit {
 
         this.hasTabs =
           (this.currentRoute === this.routerLinkAbout[0].slice(1) ||
+            this.currentRoute === 'account' ||
             this.currentRoute === 'admin' ||
             this.currentRoute === 'home' ||
             this.currentRoute === 'portfolio' ||

apps/client/src/app/app.module.ts

@@ -1,6 +1,6 @@
 import { Platform } from '@angular/cdk/platform';
 import { HttpClientModule } from '@angular/common/http';
-import { NgModule } from '@angular/core';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatAutocompleteModule } from '@angular/material/autocomplete';
 import { MatChipsModule } from '@angular/material/chips';
 import {
@@ -35,6 +35,7 @@ export function NgxStripeFactory(): string {
 }
 
 @NgModule({
+  bootstrap: [AppComponent],
   declarations: [AppComponent],
   imports: [
     AppRoutingModule,
@@ -72,6 +73,6 @@ export function NgxStripeFactory(): string {
       useFactory: NgxStripeFactory
     }
   ],
-  bootstrap: [AppComponent]
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class AppModule {}

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

@@ -1,15 +1,3 @@
-<div *ngIf="hasPermissionToCreateAccess" class="d-flex justify-content-end">
-  <a
-    color="primary"
-    i18n
-    mat-flat-button
-    [queryParams]="{ createDialog: true }"
-    [routerLink]="[]"
-  >
-    Add Access
-  </a>
-</div>
-
 <table class="gf-table w-100" mat-table [dataSource]="dataSource">
   <ng-container matColumnDef="alias">
     <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Alias</th>

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

@@ -19,7 +19,6 @@ import { Access } from '@ghostfolio/common/interfaces';
 })
 export class AccessTableComponent implements OnChanges, OnInit {
   @Input() accesses: Access[];
-  @Input() hasPermissionToCreateAccess = false;
   @Input() showActions: boolean;
 
   @Output() accessDeleted = new EventEmitter<string>();

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

@@ -1,3 +1,14 @@
+<div class="d-flex justify-content-end">
+  <button
+    class="align-items-center d-flex"
+    mat-stroked-button
+    (click)="onTransferBalance()"
+  >
+    <ion-icon class="mr-2" name="arrow-redo-outline"></ion-icon>
+    <ng-container i18n>Transfer Cash Balance</ng-container>...
+  </button>
+</div>
+
 <table class="gf-table w-100" mat-table matSort [dataSource]="dataSource">
   <ng-container matColumnDef="status">
     <th

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

@@ -34,6 +34,7 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
 
   @Output() accountDeleted = new EventEmitter<string>();
   @Output() accountToUpdate = new EventEmitter<AccountModel>();
+  @Output() transferBalance = new EventEmitter<void>();
 
   @ViewChild(MatSort) sort: MatSort;
 
@@ -97,6 +98,10 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
     alert(aComment);
   }
 
+  public onTransferBalance() {
+    this.transferBalance.emit();
+  }
+
   public onUpdateAccount(aAccount: AccountModel) {
     this.accountToUpdate.emit(aAccount);
   }

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

@@ -6,6 +6,7 @@ import {
   OnInit
 } from '@angular/core';
 import { FormBuilder, FormGroup } from '@angular/forms';
+import { MatTableDataSource } from '@angular/material/table';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { QUEUE_JOB_STATUS_LIST } from '@ghostfolio/common/config';
@@ -24,7 +25,19 @@ import { takeUntil } from 'rxjs/operators';
 export class AdminJobsComponent implements OnDestroy, OnInit {
   public defaultDateTimeFormat: string;
   public filterForm: FormGroup;
-  public jobs: AdminJobs['jobs'] = [];
+  public dataSource: MatTableDataSource<AdminJobs['jobs'][0]> =
+    new MatTableDataSource();
+  public displayedColumns = [
+    'index',
+    'type',
+    'symbol',
+    'dataSource',
+    'attempts',
+    'created',
+    'finished',
+    'status',
+    'actions'
+  ];
   public statusFilterOptions = QUEUE_JOB_STATUS_LIST;
   public user: User;
 
@@ -102,7 +115,7 @@ export class AdminJobsComponent implements OnDestroy, OnInit {
       .fetchJobs({ status: aStatus })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ jobs }) => {
-        this.jobs = jobs;
+        this.dataSource = new MatTableDataSource(jobs);
 
         this.changeDetectorRef.markForCheck();
       });

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

@@ -13,122 +13,158 @@
           </mat-select>
         </mat-form-field>
       </form>
-      <table class="gf-table w-100">
-        <thead>
-          <tr class="mat-header-row">
-            <th class="mat-header-cell px-1 py-2 text-right">#</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Type</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Symbol</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Data Source</th>
-            <th class="mat-header-cell px-1 py-2 text-right" i18n>Attempts</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Created</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Finished</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Status</th>
-            <th class="mat-header-cell px-1 py-2">
-              <button
-                class="mx-1 no-min-width px-2"
-                mat-button
-                [matMenuTriggerFor]="jobsActionsMenu"
-                (click)="$event.stopPropagation()"
-              >
-                <ion-icon name="ellipsis-vertical"></ion-icon>
+      <table class="gf-table w-100" mat-table [dataSource]="dataSource">
+        <ng-container matColumnDef="index">
+          <th *matHeaderCellDef class="px-1 py-2 text-right" mat-header-cell>
+            #
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2 text-right" mat-cell>
+            {{ element.id }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="type">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Type</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <ng-container *ngIf="element.name === 'GATHER_ASSET_PROFILE'" i18n>
+              Asset Profile
+            </ng-container>
+            <ng-container
+              *ngIf="element.name === 'GATHER_HISTORICAL_MARKET_DATA'"
+              i18n
+            >
+              Historical Market Data
+            </ng-container>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="symbol">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Symbol</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.data?.symbol }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="dataSource">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Data Source</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.data?.dataSource }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="attempts">
+          <th *matHeaderCellDef class="px-1 py-2 text-right" mat-header-cell>
+            <ng-container i18n>Attempts</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2 text-right" mat-cell>
+            {{ element.attemptsMade }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="created">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Created</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.timestamp | date: defaultDateTimeFormat }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="finished">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Finished</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.finishedOn | date: defaultDateTimeFormat }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="status">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Status</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <ion-icon
+              *ngIf="element.state === 'active'"
+              name="play-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'completed'"
+              class="text-success"
+              name="checkmark-circle-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'delayed'"
+              name="time-outline"
+              [ngClass]="{ 'text-danger': element.stacktrace?.length > 0 }"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'failed'"
+              class="text-danger"
+              name="alert-circle-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'paused'"
+              name="pause-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'waiting'"
+              name="cafe-outline"
+            ></ion-icon>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="actions">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <button
+              class="mx-1 no-min-width px-2"
+              mat-button
+              [matMenuTriggerFor]="jobsActionsMenu"
+              (click)="$event.stopPropagation()"
+            >
+              <ion-icon name="ellipsis-vertical"></ion-icon>
+            </button>
+            <mat-menu #jobsActionsMenu="matMenu" xPosition="before">
+              <button mat-menu-item (click)="onDeleteJobs()">
+                <ng-container i18n>Delete Jobs</ng-container>
               </button>
-              <mat-menu #jobsActionsMenu="matMenu" xPosition="before">
-                <button mat-menu-item (click)="onDeleteJobs()">
-                  <ng-container i18n>Delete Jobs</ng-container>
-                </button>
-              </mat-menu>
-            </th>
-          </tr>
-        </thead>
-        <tbody>
-          <ng-container *ngFor="let job of jobs">
-            <tr class="mat-row">
-              <td class="mat-cell px-1 py-2 text-right">{{ job.id }}</td>
-              <td class="mat-cell px-1 py-2">
-                <span class="align-items-center d-flex">
-                  <ion-icon
-                    class="mr-1"
-                    name="arrow-down-circle-outline"
-                  ></ion-icon>
-                  <ng-container *ngIf="job.name === 'GATHER_ASSET_PROFILE'">
-                    <span i18n>Asset Profile</span>
-                  </ng-container>
-                  <ng-container
-                    *ngIf="job.name === 'GATHER_HISTORICAL_MARKET_DATA'"
-                  >
-                    <span i18n>Historical Market Data</span>
-                  </ng-container>
-                </span>
-              </td>
-              <td class="mat-cell px-1 py-2">{{ job.data?.symbol }}</td>
-              <td class="mat-cell px-1 py-2">{{ job.data?.dataSource }}</td>
-              <td class="mat-cell px-1 py-2 text-right">
-                {{ job.attemptsMade }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                {{ job.timestamp | date: defaultDateTimeFormat }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                {{ job.finishedOn | date: defaultDateTimeFormat }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                <ion-icon
-                  *ngIf="job.state === 'active'"
-                  name="play-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'completed'"
-                  class="text-success"
-                  name="checkmark-circle-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'delayed'"
-                  name="time-outline"
-                  [ngClass]="{ 'text-danger': job.stacktrace?.length > 0 }"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'failed'"
-                  class="text-danger"
-                  name="alert-circle-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'paused'"
-                  name="pause-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'waiting'"
-                  name="cafe-outline"
-                ></ion-icon>
-              </td>
-              <td class="mat-cell px-1 py-2">
-                <button
-                  class="mx-1 no-min-width px-2"
-                  mat-button
-                  [matMenuTriggerFor]="jobActionsMenu"
-                  (click)="$event.stopPropagation()"
-                >
-                  <ion-icon name="ellipsis-horizontal"></ion-icon>
-                </button>
-                <mat-menu #jobActionsMenu="matMenu" xPosition="before">
-                  <button mat-menu-item (click)="onViewData(job.data)">
-                    <ng-container i18n>View Data</ng-container>
-                  </button>
-                  <button
-                    mat-menu-item
-                    [disabled]="job.stacktrace?.length <= 0"
-                    (click)="onViewStacktrace(job.stacktrace)"
-                  >
-                    <ng-container i18n>View Stacktrace</ng-container>
-                  </button>
-                  <button mat-menu-item (click)="onDeleteJob(job.id)">
-                    <ng-container i18n>Delete Job</ng-container>
-                  </button>
-                </mat-menu>
-              </td>
-            </tr>
-          </ng-container>
-        </tbody>
+            </mat-menu>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <button
+              class="mx-1 no-min-width px-2"
+              mat-button
+              [matMenuTriggerFor]="jobActionsMenu"
+              (click)="$event.stopPropagation()"
+            >
+              <ion-icon name="ellipsis-horizontal"></ion-icon>
+            </button>
+            <mat-menu #jobActionsMenu="matMenu" xPosition="before">
+              <button mat-menu-item (click)="onViewData(element.data)">
+                <ng-container i18n>View Data</ng-container>
+              </button>
+              <button
+                mat-menu-item
+                [disabled]="element.stacktrace?.length <= 0"
+                (click)="onViewStacktrace(element.stacktrace)"
+              >
+                <ng-container i18n>View Stacktrace</ng-container>
+              </button>
+              <button mat-menu-item (click)="onDeleteJob(element.id)">
+                <ng-container i18n>Delete Job</ng-container>
+              </button>
+            </mat-menu>
+          </td>
+        </ng-container>
+
+        <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
+        <tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
       </table>
     </div>
   </div>

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

@@ -4,6 +4,7 @@ import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
+import { MatTableModule } from '@angular/material/table';
 
 import { AdminJobsComponent } from './admin-jobs.component';
 
@@ -15,6 +16,7 @@ import { AdminJobsComponent } from './admin-jobs.component';
     MatButtonModule,
     MatMenuModule,
     MatSelectModule,
+    MatTableModule,
     ReactiveFormsModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

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

@@ -177,7 +177,7 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
     dialogRef
       .afterClosed()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ withRefresh }) => {
+      .subscribe(({ withRefresh } = { withRefresh: false }) => {
         this.marketDataChanged.next(withRefresh);
       });
   }

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

@@ -342,7 +342,7 @@ export class AdminMarketDataComponent
         dialogRef
           .afterClosed()
           .pipe(takeUntil(this.unsubscribeSubject))
-          .subscribe(({ dataSource, symbol }) => {
+          .subscribe(({ dataSource, symbol } = {}) => {
             if (dataSource && symbol) {
               this.adminService
                 .addAssetProfile({ dataSource, symbol })

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

@@ -2,11 +2,4 @@
 
 :host {
   display: block;
-
-  .fab-container {
-    bottom: 2rem;
-    position: fixed;
-    right: 2rem;
-    z-index: 999;
-  }
 }

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

@@ -11,13 +11,15 @@ import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { UpdateAssetProfileDto } from '@ghostfolio/api/app/admin/update-asset-profile.dto';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
+import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
   AdminMarketDataDetails,
-  ScraperConfiguration,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { translate } from '@ghostfolio/ui/i18n';
 import { MarketData, SymbolProfile } from '@prisma/client';
+import { format, parseISO } from 'date-fns';
+import { parse as csvToJson } from 'papaparse';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
@@ -43,12 +45,17 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   public countries: {
     [code: string]: { name: string; value: number };
   };
+  public historicalDataAsCsvString: string;
   public isBenchmark = false;
   public marketDataDetails: MarketData[] = [];
   public sectors: {
     [name: string]: { name: string; value: number };
   };
 
+  private static readonly HISTORICAL_DATA_TEMPLATE = `date;marketPrice\n${format(
+    new Date(),
+    DATE_FORMAT
+  )};123.45`;
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
@@ -67,6 +74,9 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   }
 
   public initialize() {
+    this.historicalDataAsCsvString =
+      AssetProfileDialog.HISTORICAL_DATA_TEMPLATE;
+
     this.adminService
       .fetchAdminMarketDataBySymbol({
         dataSource: this.data.dataSource,
@@ -135,6 +145,29 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       .subscribe(() => {});
   }
 
+  public onImportHistoricalData() {
+    const marketData = csvToJson(this.historicalDataAsCsvString, {
+      dynamicTyping: true,
+      header: true,
+      skipEmptyLines: true
+    }).data;
+
+    this.adminService
+      .postMarketData({
+        dataSource: this.data.dataSource,
+        marketData: {
+          marketData: marketData.map(({ date, marketPrice }) => {
+            return { marketPrice, date: parseISO(date) };
+          })
+        },
+        symbol: this.data.symbol
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.initialize();
+      });
+  }
+
   public onMarketDataChanged(withRefresh: boolean = false) {
     if (withRefresh) {
       this.initialize();
@@ -146,9 +179,11 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       .postBenchmark({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {
-        setTimeout(() => {
-          window.location.reload();
-        }, 300);
+        this.dataService.updateInfo();
+
+        this.isBenchmark = true;
+
+        this.changeDetectorRef.markForCheck();
       });
   }
 
@@ -185,6 +220,19 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       });
   }
 
+  public onUnsetBenchmark({ dataSource, symbol }: UniqueAsset) {
+    this.dataService
+      .deleteBenchmark({ dataSource, symbol })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.dataService.updateInfo();
+
+        this.isBenchmark = false;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();

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

@@ -37,13 +37,6 @@
       >
         <ng-container i18n>Gather Profile Data</ng-container>
       </button>
-      <button
-        mat-menu-item
-        [disabled]="isBenchmark"
-        (click)="onSetBenchmark({dataSource: data.dataSource, symbol: data.symbol})"
-      >
-        <ng-container i18n>Set as Benchmark</ng-container>
-      </button>
     </mat-menu>
   </div>
 
@@ -58,6 +51,36 @@
       [symbol]="data.symbol"
       (marketDataChanged)="onMarketDataChanged($event)"
     ></gf-admin-market-data-detail>
+
+    <div class="mt-3">
+      <mat-form-field appearance="outline" class="w-100 without-hint">
+        <mat-label>
+          <ng-container i18n>Historical Data</ng-container> (CSV)
+        </mat-label>
+        <textarea
+          cdkAutosizeMaxRows="5"
+          cdkTextareaAutosize
+          matInput
+          placeholder="e.g. 20230601;1.61"
+          type="text"
+          [ngModelOptions]="{standalone: true}"
+          [(ngModel)]="historicalDataAsCsvString"
+          (keyup.enter)="$event.stopPropagation()"
+        ></textarea>
+      </mat-form-field>
+    </div>
+
+    <div class="d-flex justify-content-end mt-2">
+      <button
+        color="accent"
+        mat-flat-button
+        type="button"
+        (click)="onImportHistoricalData()"
+      >
+        <ng-container i18n>Import</ng-container>
+      </button>
+    </div>
+
     <div class="row">
       <div class="col-6 mb-3">
         <gf-value i18n size="medium" [value]="assetProfile?.symbol"
@@ -151,6 +174,17 @@
         </ng-template>
       </ng-container>
     </div>
+    <div class="d-flex my-3">
+      <div class="w-50">
+        <mat-checkbox
+          color="primary"
+          i18n
+          [checked]="isBenchmark"
+          (change)="isBenchmark ? onUnsetBenchmark({dataSource: data.dataSource, symbol: data.symbol}) : onSetBenchmark({dataSource: data.dataSource, symbol: data.symbol})"
+          >Benchmark</mat-checkbox
+        >
+      </div>
+    </div>
     <div class="mt-3">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Symbol Mapping</mat-label>

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

@@ -3,6 +3,7 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
+import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatDialogModule } from '@angular/material/dialog';
 import { MatInputModule } from '@angular/material/input';
 import { MatMenuModule } from '@angular/material/menu';
@@ -21,6 +22,7 @@ import { AssetProfileDialog } from './asset-profile-dialog.component';
     GfPortfolioProportionChartModule,
     GfValueModule,
     MatButtonModule,
+    MatCheckboxModule,
     MatDialogModule,
     MatInputModule,
     MatMenuModule,

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

@@ -1,5 +1,6 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { MatCheckboxChange } from '@angular/material/checkbox';
+import { environment } from '@ghostfolio/client/../environments/environment';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { CacheService } from '@ghostfolio/client/services/cache.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
@@ -42,6 +43,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   public transactionCount: number;
   public userCount: number;
   public user: User;
+  public version: string;
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -202,15 +204,18 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
     this.adminService
       .fetchAdminData()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ exchangeRates, settings, transactionCount, userCount }) => {
-        this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
-        this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
-        this.exchangeRates = exchangeRates;
-        this.transactionCount = transactionCount;
-        this.userCount = userCount;
+      .subscribe(
+        ({ exchangeRates, settings, transactionCount, userCount, version }) => {
+          this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
+          this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
+          this.exchangeRates = exchangeRates;
+          this.transactionCount = transactionCount;
+          this.userCount = userCount;
+          this.version = version;
 
-        this.changeDetectorRef.markForCheck();
-      });
+          this.changeDetectorRef.markForCheck();
+        }
+      );
   }
 
   private generateCouponCode(aLength: number) {

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

@@ -3,12 +3,18 @@
     <div class="col">
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-content>
+          <div class="d-flex my-3">
+            <div class="w-50" i18n>Version</div>
+            <div class="w-50">
+              <gf-value [value]="version" />
+            </div>
+          </div>
           <div class="d-flex my-3">
             <div class="w-50" i18n>User Count</div>
             <div class="w-50">
               <gf-value
-                precision="0"
                 [locale]="user?.settings?.locale"
+                [precision]="0"
                 [value]="userCount"
               ></gf-value>
             </div>
@@ -17,8 +23,8 @@
             <div class="w-50" i18n>Activity Count</div>
             <div class="w-50">
               <gf-value
-                precision="0"
                 [locale]="user?.settings?.locale"
+                [precision]="0"
                 [value]="transactionCount"
               ></gf-value>
               <div *ngIf="transactionCount && userCount">

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

@@ -13,6 +13,7 @@ import { ActivatedRoute, Router } from '@angular/router';
 import { CreatePlatformDto } from '@ghostfolio/api/app/platform/create-platform.dto';
 import { UpdatePlatformDto } from '@ghostfolio/api/app/platform/update-platform.dto';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
+import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { Platform } from '@prisma/client';
 import { get } from 'lodash';
@@ -40,6 +41,7 @@ export class AdminPlatformComponent implements OnInit, OnDestroy {
   public constructor(
     private adminService: AdminService,
     private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService,
     private deviceService: DeviceDetectorService,
     private dialog: MatDialog,
     private route: ActivatedRoute,
@@ -119,6 +121,8 @@ export class AdminPlatformComponent implements OnInit, OnDestroy {
         this.dataSource.sort = this.sort;
         this.dataSource.sortingDataAccessor = get;
 
+        this.dataService.updateInfo();
+
         this.changeDetectorRef.markForCheck();
       });
   }

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

@@ -13,6 +13,7 @@ import { ActivatedRoute, Router } from '@angular/router';
 import { CreateTagDto } from '@ghostfolio/api/app/tag/create-tag.dto';
 import { UpdateTagDto } from '@ghostfolio/api/app/tag/update-tag.dto';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
+import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { Tag } from '@prisma/client';
 import { get } from 'lodash';
@@ -40,6 +41,7 @@ export class AdminTagComponent implements OnInit, OnDestroy {
   public constructor(
     private adminService: AdminService,
     private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService,
     private deviceService: DeviceDetectorService,
     private dialog: MatDialog,
     private route: ActivatedRoute,
@@ -114,10 +116,13 @@ export class AdminTagComponent implements OnInit, OnDestroy {
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((tags) => {
         this.tags = tags;
+
         this.dataSource = new MatTableDataSource(this.tags);
         this.dataSource.sort = this.sort;
         this.dataSource.sortingDataAccessor = get;
 
+        this.dataService.updateInfo();
+
         this.changeDetectorRef.markForCheck();
       });
   }

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

@@ -110,6 +110,31 @@
           >About</a
         >
       </li>
+      <li *ngIf="hasPermissionToAccessAssistant" class="list-inline-item">
+        <button
+          #assistantTrigger="matMenuTrigger"
+          class="h-100 no-min-width px-2"
+          mat-button
+          [mat-menu-trigger-for]="assistantMenu"
+          [matMenuTriggerRestoreFocus]="false"
+          (menuOpened)="onOpenAssistant()"
+        >
+          <ion-icon name="search-outline"></ion-icon>
+        </button>
+        <mat-menu
+          #assistantMenu="matMenu"
+          class="assistant"
+          xPosition="before"
+          [overlapTrigger]="true"
+          (closed)="assistantElement?.setIsOpen(false)"
+        >
+          <gf-assistant
+            #assistant
+            [deviceType]="deviceType"
+            (closed)="closeAssistant()"
+          />
+        </mat-menu>
+      </li>
       <li class="list-inline-item">
         <button
           class="no-min-width px-1"
@@ -272,7 +297,7 @@
           mat-flat-button
           [ngClass]="{
             'font-weight-bold': currentRoute === routeFeatures,
-            'text-decoration-underline': currentRoute === routeFeatuers
+            'text-decoration-underline': currentRoute === routeFeatures
           }"
           [routerLink]="routerLinkFeatures"
           >Features</a

apps/client/src/app/components/header/header.component.scss

@@ -22,7 +22,7 @@
     }
 
     .mdc-button {
-      height: unset;
+      height: 100%;
 
       &:not(.mat-primary) {
         background-color: transparent;

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

@@ -2,11 +2,14 @@ import {
   ChangeDetectionStrategy,
   Component,
   EventEmitter,
+  HostListener,
   Input,
   OnChanges,
-  Output
+  Output,
+  ViewChild
 } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
+import { MatMenuTrigger } from '@angular/material/menu';
 import { Router } from '@angular/router';
 import { LoginWithAccessTokenDialog } from '@ghostfolio/client/components/login-with-access-token-dialog/login-with-access-token-dialog.component';
 import { DataService } from '@ghostfolio/client/services/data.service';
@@ -18,6 +21,7 @@ import {
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
 import { InfoItem, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { AssistantComponent } from '@ghostfolio/ui/assistant/assistant.component';
 import { EMPTY, Subject } from 'rxjs';
 import { catchError, takeUntil } from 'rxjs/operators';
 
@@ -28,7 +32,24 @@ import { catchError, takeUntil } from 'rxjs/operators';
   styleUrls: ['./header.component.scss']
 })
 export class HeaderComponent implements OnChanges {
+  @HostListener('window:keydown', ['$event'])
+  openAssistantWithHotKey(event: KeyboardEvent) {
+    if (
+      event.key === '/' &&
+      event.target instanceof Element &&
+      event.target?.nodeName?.toLowerCase() !== 'input' &&
+      event.target?.nodeName?.toLowerCase() !== 'textarea' &&
+      this.hasPermissionToAccessAssistant
+    ) {
+      this.assistantElement.setIsOpen(true);
+      this.assistentMenuTriggerElement.openMenu();
+
+      event.preventDefault();
+    }
+  }
+
   @Input() currentRoute: string;
+  @Input() deviceType: string;
   @Input() hasTabs: boolean;
   @Input() info: InfoItem;
   @Input() pageTitle: string;
@@ -36,9 +57,13 @@ export class HeaderComponent implements OnChanges {
 
   @Output() signOut = new EventEmitter<void>();
 
+  @ViewChild('assistant') assistantElement: AssistantComponent;
+  @ViewChild('assistantTrigger') assistentMenuTriggerElement: MatMenuTrigger;
+
   public hasPermissionForSocialLogin: boolean;
   public hasPermissionForSubscription: boolean;
   public hasPermissionToAccessAdminControl: boolean;
+  public hasPermissionToAccessAssistant: boolean;
   public hasPermissionToAccessFearAndGreedIndex: boolean;
   public hasPermissionToCreateUser: boolean;
   public impersonationId: string;
@@ -89,6 +114,11 @@ export class HeaderComponent implements OnChanges {
       permissions.accessAdminControl
     );
 
+    this.hasPermissionToAccessAssistant = hasPermission(
+      this.user?.permissions,
+      permissions.accessAssistant
+    );
+
     this.hasPermissionToAccessFearAndGreedIndex = hasPermission(
       this.info?.globalPermissions,
       permissions.enableFearAndGreedIndex
@@ -100,6 +130,10 @@ export class HeaderComponent implements OnChanges {
     );
   }
 
+  public closeAssistant() {
+    this.assistentMenuTriggerElement?.closeMenu();
+  }
+
   public impersonateAccount(aId: string) {
     if (aId) {
       this.impersonationStorageService.setId(aId);
@@ -118,6 +152,10 @@ export class HeaderComponent implements OnChanges {
     this.isMenuOpen = true;
   }
 
+  public onOpenAssistant() {
+    this.assistantElement.initialize();
+  }
+
   public onSignOut() {
     this.signOut.next();
   }

apps/client/src/app/components/header/header.module.ts

@@ -5,6 +5,7 @@ import { MatMenuModule } from '@angular/material/menu';
 import { MatToolbarModule } from '@angular/material/toolbar';
 import { RouterModule } from '@angular/router';
 import { LoginWithAccessTokenDialogModule } from '@ghostfolio/client/components/login-with-access-token-dialog/login-with-access-token-dialog.module';
+import { GfAssistantModule } from '@ghostfolio/ui/assistant';
 import { GfLogoModule } from '@ghostfolio/ui/logo';
 
 import { HeaderComponent } from './header.component';
@@ -14,6 +15,7 @@ import { HeaderComponent } from './header.component';
   exports: [HeaderComponent],
   imports: [
     CommonModule,
+    GfAssistantModule,
     GfLogoModule,
     LoginWithAccessTokenDialogModule,
     MatButtonModule,

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

@@ -1,6 +1,6 @@
 <div class="container">
   <h1 class="d-none d-sm-block h3 mb-4 text-center" i18n>Markets</h1>
-  <div class="mb-5 row">
+  <div *ngIf="hasPermissionToAccessFearAndGreedIndex" class="mb-5 row">
     <div class="col-xs-12 col-md-8 offset-md-2">
       <div class="mb-2 text-center text-muted">
         <small i18n>Last {{ numberOfDays }} Days</small>
@@ -8,15 +8,15 @@
       <gf-line-chart
         class="mb-3"
         symbol="Fear & Greed Index"
-        yMax="100"
-        yMin="0"
         [colorScheme]="user?.settings?.colorScheme"
         [historicalDataItems]="historicalDataItems"
         [isAnimated]="true"
         [locale]="user?.settings?.locale"
         [showXAxis]="true"
         [showYAxis]="true"
+        [yMax]="100"
         [yMaxLabel]="greedLabel"
+        [yMin]="0"
         [yMinLabel]="fearLabel"
       ></gf-line-chart>
       <gf-fear-and-greed-index

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

@@ -1,5 +1,5 @@
 import { CommonModule } from '@angular/common';
-import { NgModule } from '@angular/core';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
@@ -8,6 +8,7 @@ import { PortfolioPerformanceComponent } from './portfolio-performance.component
 @NgModule({
   declarations: [PortfolioPerformanceComponent],
   exports: [PortfolioPerformanceComponent],
-  imports: [CommonModule, GfValueModule, NgxSkeletonLoaderModule]
+  imports: [CommonModule, GfValueModule, NgxSkeletonLoaderModule],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfPortfolioPerformanceModule {}

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

@@ -213,11 +213,11 @@
           <div class="col-md-6 mb-3">
             <div class="h5" i18n>Sectors</div>
             <gf-portfolio-proportion-chart
-              [baseCurrency]="user?.settings?.baseCurrency"
+              [baseCurrency]="data.baseCurrency"
               [colorScheme]="data.colorScheme"
               [isInPercent]="true"
               [keys]="['name']"
-              [locale]="user?.settings?.locale"
+              [locale]="data.locale"
               [maxItems]="10"
               [positions]="sectors"
             ></gf-portfolio-proportion-chart>
@@ -225,11 +225,11 @@
           <div class="col-md-6 mb-3">
             <div class="h5" i18n>Countries</div>
             <gf-portfolio-proportion-chart
-              [baseCurrency]="user?.settings?.baseCurrency"
+              [baseCurrency]="data.baseCurrency"
               [colorScheme]="data.colorScheme"
               [isInPercent]="true"
               [keys]="['name']"
-              [locale]="user?.settings?.locale"
+              [locale]="data.locale"
               [maxItems]="10"
               [positions]="countries"
             ></gf-portfolio-proportion-chart>

apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.component.ts

@@ -4,7 +4,9 @@ import {
   Inject,
   OnDestroy
 } from '@angular/core';
+import { FormBuilder, FormGroup, Validators } from '@angular/forms';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { CreateAccessDto } from '@ghostfolio/api/app/access/create-access.dto';
 import { Subject } from 'rxjs';
 
 import { CreateOrUpdateAccessDialogParams } from './interfaces/interfaces';
@@ -17,19 +19,36 @@ import { CreateOrUpdateAccessDialogParams } from './interfaces/interfaces';
   templateUrl: 'create-or-update-access-dialog.html'
 })
 export class CreateOrUpdateAccessDialog implements OnDestroy {
+  public accessForm: FormGroup;
+
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
+    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateAccessDialogParams,
     public dialogRef: MatDialogRef<CreateOrUpdateAccessDialog>,
-    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateAccessDialogParams
+    private formBuilder: FormBuilder
   ) {}
 
-  ngOnInit() {}
+  ngOnInit() {
+    this.accessForm = this.formBuilder.group({
+      alias: [this.data.access.alias],
+      type: [this.data.access.type, Validators.required]
+    });
+  }
 
   public onCancel() {
     this.dialogRef.close();
   }
 
+  public onSubmit() {
+    const access: CreateAccessDto = {
+      alias: this.accessForm.controls['alias'].value,
+      type: this.accessForm.controls['type'].value
+    };
+
+    this.dialogRef.close({ access });
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();

apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.html

@@ -1,33 +1,38 @@
-<form #addAccessForm="ngForm" class="d-flex flex-column h-100">
+<form
+  class="d-flex flex-column h-100"
+  [formGroup]="accessForm"
+  (keyup.enter)="accessForm.valid && onSubmit()"
+  (ngSubmit)="onSubmit()"
+>
   <h1 i18n mat-dialog-title>Grant access</h1>
   <div class="flex-grow-1 py-3" mat-dialog-content>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Alias</mat-label>
         <input
+          formControlName="alias"
           matInput
-          name="alias"
           type="text"
-          [(ngModel)]="data.access.alias"
+          (keydown.enter)="$event.stopPropagation()"
         />
       </mat-form-field>
     </div>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Type</mat-label>
-        <mat-select name="type" required [(value)]="data.access.type">
+        <mat-select formControlName="type">
           <mat-option i18n value="PUBLIC">Public</mat-option>
         </mat-select>
       </mat-form-field>
     </div>
   </div>
   <div class="justify-content-end" mat-dialog-actions>
-    <button i18n mat-button (click)="onCancel()">Cancel</button>
+    <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
     <button
       color="primary"
       mat-flat-button
-      [disabled]="!addAccessForm.form.valid"
-      [mat-dialog-close]="data"
+      type="submit"
+      [disabled]="!accessForm.valid"
     >
       <ng-container i18n>Save</ng-container>
     </button>

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

@@ -10,8 +10,18 @@
   </h1>
   <gf-access-table
     [accesses]="accesses"
-    [hasPermissionToCreateAccess]="hasPermissionToCreateAccess"
     [showActions]="hasPermissionToDeleteAccess"
     (accessDeleted)="onDeleteAccess($event)"
   ></gf-access-table>
+  <div *ngIf="hasPermissionToCreateAccess" class="fab-container">
+    <a
+      class="align-items-center d-flex justify-content-center"
+      color="primary"
+      mat-fab
+      [queryParams]="{ createDialog: true }"
+      [routerLink]="[]"
+    >
+      <ion-icon name="add-outline" size="large"></ion-icon>
+    </a>
+  </div>
 </div>

apps/client/src/app/components/user-account-access/user-account-access.module.ts

@@ -7,6 +7,7 @@ import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
 
 import { GfCreateOrUpdateAccessDialogModule } from './create-or-update-access-dialog/create-or-update-access-dialog.module';
 import { UserAccountAccessComponent } from './user-account-access.component';
+import { MatButtonModule } from '@angular/material/button';
 
 @NgModule({
   declarations: [UserAccountAccessComponent],
@@ -16,6 +17,7 @@ import { UserAccountAccessComponent } from './user-account-access.component';
     GfCreateOrUpdateAccessDialogModule,
     GfPortfolioAccessTableModule,
     GfPremiumIndicatorModule,
+    MatButtonModule,
     MatDialogModule,
     RouterModule
   ]

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

@@ -2,6 +2,7 @@ import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { ActivatedRoute, Router } from '@angular/router';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
+import { TransferBalanceDto } from '@ghostfolio/api/app/account/transfer-balance.dto';
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { AccountDetailDialog } from '@ghostfolio/client/components/account-detail-dialog/account-detail-dialog.component';
 import { AccountDetailDialogParams } from '@ghostfolio/client/components/account-detail-dialog/interfaces/interfaces';
@@ -16,6 +17,7 @@ import { Subject, Subscription } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
 import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog/create-or-update-account-dialog.component';
+import { TransferBalanceDialog } from './transfer-balance/transfer-balance-dialog.component';
 
 @Component({
   host: { class: 'page' },
@@ -67,6 +69,8 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
           } else {
             this.router.navigate(['.'], { relativeTo: this.route });
           }
+        } else if (params['transferBalanceDialog']) {
+          this.openTransferBalanceDialog();
         }
       });
   }
@@ -144,6 +148,12 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
       });
   }
 
+  public onTransferBalance() {
+    this.router.navigate([], {
+      queryParams: { transferBalanceDialog: true }
+    });
+  }
+
   public onUpdateAccount(aAccount: AccountModel) {
     this.router.navigate([], {
       queryParams: { accountId: aAccount.id, editDialog: true }
@@ -267,4 +277,37 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
         this.router.navigate(['.'], { relativeTo: this.route });
       });
   }
+
+  private openTransferBalanceDialog(): void {
+    const dialogRef = this.dialog.open(TransferBalanceDialog, {
+      data: {
+        accounts: this.accounts
+      },
+      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+    });
+
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data: any) => {
+        if (data) {
+          const { accountIdFrom, accountIdTo, balance }: TransferBalanceDto =
+            data?.account;
+
+          this.dataService
+            .transferAccountBalance({
+              accountIdFrom,
+              accountIdTo,
+              balance
+            })
+            .pipe(takeUntil(this.unsubscribeSubject))
+            .subscribe(() => {
+              this.fetchAccounts();
+            });
+        }
+
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
+  }
 }

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

@@ -14,6 +14,7 @@
           [transactionCount]="transactionCount"
           (accountDeleted)="onDeleteAccount($event)"
           (accountToUpdate)="onUpdateAccount($event)"
+          (transferBalance)="onTransferBalance()"
         ></gf-accounts-table>
       </div>
     </div>

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

@@ -8,6 +8,7 @@ import { GfAccountsTableModule } from '@ghostfolio/client/components/accounts-ta
 import { AccountsPageRoutingModule } from './accounts-page-routing.module';
 import { AccountsPageComponent } from './accounts-page.component';
 import { GfCreateOrUpdateAccountDialogModule } from './create-or-update-account-dialog/create-or-update-account-dialog.module';
+import { GfTransferBalanceDialogModule } from './transfer-balance/transfer-balance-dialog.module';
 
 @NgModule({
   declarations: [AccountsPageComponent],
@@ -17,6 +18,7 @@ import { GfCreateOrUpdateAccountDialogModule } from './create-or-update-account-
     GfAccountDetailDialogModule,
     GfAccountsTableModule,
     GfCreateOrUpdateAccountDialogModule,
+    GfTransferBalanceDialogModule,
     MatButtonModule,
     RouterModule
   ],

apps/client/src/app/pages/accounts/accounts-page.scss

@@ -4,11 +4,4 @@
   .accounts {
     overflow-x: auto;
   }
-
-  .fab-container {
-    position: fixed;
-    right: 2rem;
-    bottom: 2rem;
-    z-index: 999;
-  }
 }

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

@@ -4,9 +4,20 @@ import {
   Inject,
   OnDestroy
 } from '@angular/core';
+import {
+  AbstractControl,
+  FormBuilder,
+  FormGroup,
+  ValidatorFn,
+  Validators
+} from '@angular/forms';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
+import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { DataService } from '@ghostfolio/client/services/data.service';
-import { Subject } from 'rxjs';
+import { Platform } from '@prisma/client';
+import { Observable, Subject } from 'rxjs';
+import { map, startWith } from 'rxjs/operators';
 
 import { CreateOrUpdateAccountDialogParams } from './interfaces/interfaces';
 
@@ -18,30 +29,114 @@ import { CreateOrUpdateAccountDialogParams } from './interfaces/interfaces';
   templateUrl: 'create-or-update-account-dialog.html'
 })
 export class CreateOrUpdateAccountDialog implements OnDestroy {
+  public accountForm: FormGroup;
   public currencies: string[] = [];
-  public platforms: { id: string; name: string }[];
+  public filteredPlatforms: Observable<Platform[]>;
+  public platforms: Platform[];
 
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
+    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateAccountDialogParams,
     private dataService: DataService,
     public dialogRef: MatDialogRef<CreateOrUpdateAccountDialog>,
-    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateAccountDialogParams
+    private formBuilder: FormBuilder
   ) {}
 
-  ngOnInit() {
+  public ngOnInit() {
     const { currencies, platforms } = this.dataService.fetchInfo();
 
     this.currencies = currencies;
     this.platforms = platforms;
+
+    this.accountForm = this.formBuilder.group({
+      accountId: [{ disabled: true, value: this.data.account.id }],
+      balance: [this.data.account.balance, Validators.required],
+      comment: [this.data.account.comment],
+      currency: [this.data.account.currency, Validators.required],
+      isExcluded: [this.data.account.isExcluded],
+      name: [this.data.account.name, Validators.required],
+      platformId: [
+        this.platforms.find(({ id }) => {
+          return id === this.data.account.platformId;
+        }),
+        this.autocompleteObjectValidator()
+      ]
+    });
+
+    this.filteredPlatforms = this.accountForm
+      .get('platformId')
+      .valueChanges.pipe(
+        startWith(''),
+        map((value) => {
+          const name = typeof value === 'string' ? value : value?.name;
+          return name ? this.filter(name as string) : this.platforms.slice();
+        })
+      );
+  }
+
+  public autoCompleteCheck() {
+    const inputValue = this.accountForm.controls['platformId'].value;
+
+    if (typeof inputValue === 'string') {
+      const matchingEntry = this.platforms.find(({ name }) => {
+        return name === inputValue;
+      });
+
+      if (matchingEntry) {
+        this.accountForm.controls['platformId'].setValue(matchingEntry);
+      }
+    }
+  }
+
+  public displayFn(platform: Platform) {
+    return platform?.name ?? '';
   }
 
   public onCancel() {
     this.dialogRef.close();
   }
 
+  public onSubmit() {
+    const account: CreateAccountDto | UpdateAccountDto = {
+      balance: this.accountForm.controls['balance'].value,
+      comment: this.accountForm.controls['comment'].value,
+      currency: this.accountForm.controls['currency'].value,
+      id: this.accountForm.controls['accountId'].value,
+      isExcluded: this.accountForm.controls['isExcluded'].value,
+      name: this.accountForm.controls['name'].value,
+      platformId: this.accountForm.controls['platformId'].value?.id ?? null
+    };
+
+    if (this.data.account.id) {
+      (account as UpdateAccountDto).id = this.data.account.id;
+    } else {
+      delete (account as CreateAccountDto).id;
+    }
+
+    this.dialogRef.close({ account });
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
+
+  private autocompleteObjectValidator(): ValidatorFn {
+    return (control: AbstractControl) => {
+      if (control.value && typeof control.value === 'string') {
+        return { invalidAutocompleteObject: { value: control.value } };
+      }
+
+      return null;
+    };
+  }
+
+  private filter(value: string): Platform[] {
+    const filterValue = value.toLowerCase();
+
+    return this.platforms.filter(({ name }) => {
+      return name.toLowerCase().startsWith(filterValue);
+    });
+  }
 }

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

@@ -1,17 +1,26 @@
-<form #addAccountForm="ngForm" class="d-flex flex-column h-100">
+<form
+  class="d-flex flex-column h-100"
+  [formGroup]="accountForm"
+  (keyup.enter)="accountForm.valid && onSubmit()"
+  (ngSubmit)="onSubmit()"
+>
   <h1 *ngIf="data.account.id" i18n mat-dialog-title>Update account</h1>
   <h1 *ngIf="!data.account.id" i18n mat-dialog-title>Add account</h1>
   <div class="flex-grow-1 py-3" mat-dialog-content>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Name</mat-label>
-        <input matInput name="name" required [(ngModel)]="data.account.name" />
+        <input
+          formControlName="name"
+          matInput
+          (keydown.enter)="$event.stopPropagation()"
+        />
       </mat-form-field>
     </div>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Currency</mat-label>
-        <mat-select name="currency" required [(value)]="data.account.currency">
+        <mat-select formControlName="currency">
           <mat-option *ngFor="let currency of currencies" [value]="currency"
             >{{ currency }}</mat-option
           >
@@ -22,24 +31,42 @@
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Cash Balance</mat-label>
         <input
+          formControlName="balance"
           matInput
-          name="balance"
-          required
           type="number"
-          [(ngModel)]="data.account.balance"
+          (keydown.enter)="$event.stopPropagation()"
         />
-        <span class="ml-2" matTextSuffix>{{ data.account.currency }}</span>
+        <span class="ml-2" matTextSuffix
+          >{{ accountForm.controls['currency'].value }}</span
+        >
       </mat-form-field>
     </div>
     <div [ngClass]="{ 'd-none': platforms?.length < 1 }">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Platform</mat-label>
-        <mat-select name="platformId" [(value)]="data.account.platformId">
-          <mat-option [value]="null"></mat-option>
-          <mat-option *ngFor="let platform of platforms" [value]="platform.id"
-            >{{ platform.name }}</mat-option
+        <input
+          formControlName="platformId"
+          matInput
+          type="text"
+          [matAutocomplete]="auto"
+          (blur)="autoCompleteCheck()"
+          (keydown.enter)="$event.stopPropagation()"
+        />
+        <mat-autocomplete #auto="matAutocomplete" [displayWith]="displayFn">
+          <mat-option
+            *ngFor="let platformEntry of filteredPlatforms | async"
+            [value]="platformEntry"
           >
-        </mat-select>
+            <span class="d-flex">
+              <gf-symbol-icon
+                class="mr-1"
+                [tooltip]="platformEntry.name"
+                [url]="platformEntry.url"
+              ></gf-symbol-icon>
+              <span>{{ platformEntry.name }}</span>
+            </span>
+          </mat-option>
+        </mat-autocomplete>
       </mat-form-field>
     </div>
     <div>
@@ -48,40 +75,31 @@
         <textarea
           cdkAutosizeMinRows="2"
           cdkTextareaAutosize
+          formControlName="comment"
           matInput
-          name="comment"
-          [(ngModel)]="data.account.comment"
           (keyup.enter)="$event.stopPropagation()"
         ></textarea>
       </mat-form-field>
     </div>
     <div class="mb-3 px-2">
-      <mat-checkbox
-        color="primary"
-        name="isExcluded"
-        [(ngModel)]="data.account.isExcluded"
+      <mat-checkbox color="primary" formControlName="isExcluded"
         >Exclude from Analysis</mat-checkbox
       >
     </div>
     <div *ngIf="data.account.id">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Account ID</mat-label>
-        <input
-          disabled
-          matInput
-          name="accountId"
-          [(ngModel)]="data.account.id"
-        />
+        <input formControlName="accountId" matInput />
       </mat-form-field>
     </div>
   </div>
   <div class="justify-content-end" mat-dialog-actions>
-    <button i18n mat-button (click)="onCancel()">Cancel</button>
+    <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
     <button
       color="primary"
       mat-flat-button
-      [disabled]="!addAccountForm.form.valid"
-      [mat-dialog-close]="data"
+      type="submit"
+      [disabled]="!accountForm.valid"
     >
       <ng-container i18n>Save</ng-container>
     </button>

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

@@ -7,6 +7,8 @@ import { MatDialogModule } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
+import { MatAutocompleteModule } from '@angular/material/autocomplete';
+import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
 
 import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.component';
 
@@ -15,6 +17,8 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.c
   imports: [
     CommonModule,
     FormsModule,
+    GfSymbolIconModule,
+    MatAutocompleteModule,
     MatButtonModule,
     MatCheckboxModule,
     MatDialogModule,

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

@@ -0,0 +1,5 @@
+import { Account } from '@prisma/client';
+
+export interface TransferBalanceDialogParams {
+  accounts: Account[];
+}

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

@@ -0,0 +1,69 @@
+import {
+  ChangeDetectionStrategy,
+  Component,
+  Inject,
+  OnDestroy
+} from '@angular/core';
+import { FormBuilder, FormGroup, Validators } from '@angular/forms';
+import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { TransferBalanceDto } from '@ghostfolio/api/app/account/transfer-balance.dto';
+import { Account } from '@prisma/client';
+import { Subject } from 'rxjs';
+
+import { TransferBalanceDialogParams } from './interfaces/interfaces';
+
+@Component({
+  host: { class: 'h-100' },
+  selector: 'gf-transfer-balance-dialog',
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  styleUrls: ['./transfer-balance-dialog.scss'],
+  templateUrl: 'transfer-balance-dialog.html'
+})
+export class TransferBalanceDialog implements OnDestroy {
+  public accounts: Account[] = [];
+  public currency: string;
+  public transferBalanceForm: FormGroup;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    @Inject(MAT_DIALOG_DATA) public data: TransferBalanceDialogParams,
+    public dialogRef: MatDialogRef<TransferBalanceDialog>,
+    private formBuilder: FormBuilder
+  ) {}
+
+  public ngOnInit() {
+    this.accounts = this.data.accounts;
+
+    this.transferBalanceForm = this.formBuilder.group({
+      balance: [0, Validators.required],
+      fromAccount: ['', Validators.required],
+      toAccount: ['', Validators.required]
+    });
+
+    this.transferBalanceForm.get('fromAccount').valueChanges.subscribe((id) => {
+      this.currency = this.accounts.find((account) => {
+        return account.id === id;
+      }).currency;
+    });
+  }
+
+  public onCancel() {
+    this.dialogRef.close();
+  }
+
+  public onSubmit() {
+    const account: TransferBalanceDto = {
+      accountIdFrom: this.transferBalanceForm.controls['fromAccount'].value,
+      accountIdTo: this.transferBalanceForm.controls['toAccount'].value,
+      balance: this.transferBalanceForm.controls['balance'].value
+    };
+
+    this.dialogRef.close({ account });
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

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

@@ -0,0 +1,53 @@
+<form
+  class="d-flex flex-column h-100"
+  [formGroup]="transferBalanceForm"
+  (keyup.enter)="transferBalanceForm.valid && onSubmit()"
+  (ngSubmit)="onSubmit()"
+>
+  <h1 i18n mat-dialog-title>Transfer Cash Balance</h1>
+  <div class="flex-grow-1 py-3" mat-dialog-content>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>From</mat-label>
+        <mat-select formControlName="fromAccount">
+          <mat-option *ngFor="let account of accounts" [value]="account.id"
+            >{{ account.name }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>To</mat-label>
+        <mat-select formControlName="toAccount">
+          <mat-option *ngFor="let account of accounts" [value]="account.id"
+            >{{ account.name }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Value</mat-label>
+        <input
+          formControlName="balance"
+          matInput
+          type="number"
+          (keydown.enter)="$event.stopPropagation()"
+        />
+        <span class="ml-2" matTextSuffix>{{ currency }}</span>
+      </mat-form-field>
+    </div>
+  </div>
+  <div class="justify-content-end" mat-dialog-actions>
+    <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
+    <button
+      color="primary"
+      mat-flat-button
+      type="submit"
+      [disabled]="!transferBalanceForm.valid"
+    >
+      <ng-container i18n>Transfer</ng-container>
+    </button>
+  </div>
+</form>

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

@@ -0,0 +1,24 @@
+import { CommonModule } from '@angular/common';
+import { NgModule } from '@angular/core';
+import { ReactiveFormsModule } from '@angular/forms';
+import { MatButtonModule } from '@angular/material/button';
+import { MatDialogModule } from '@angular/material/dialog';
+import { MatFormFieldModule } from '@angular/material/form-field';
+import { MatInputModule } from '@angular/material/input';
+import { MatSelectModule } from '@angular/material/select';
+
+import { TransferBalanceDialog } from './transfer-balance-dialog.component';
+
+@NgModule({
+  declarations: [TransferBalanceDialog],
+  imports: [
+    CommonModule,
+    MatButtonModule,
+    MatDialogModule,
+    MatFormFieldModule,
+    MatInputModule,
+    MatSelectModule,
+    ReactiveFormsModule
+  ]
+})
+export class GfTransferBalanceDialogModule {}

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

@@ -0,0 +1,7 @@
+:host {
+  display: block;
+
+  .mat-mdc-dialog-content {
+    max-height: unset;
+  }
+}

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

@@ -1,8 +1,6 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
-import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { TabConfiguration, User } from '@ghostfolio/common/interfaces';
-import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
@@ -15,7 +13,6 @@ import { takeUntil } from 'rxjs/operators';
 })
 export class HomePageComponent implements OnDestroy, OnInit {
   public deviceType: string;
-  public hasPermissionToAccessFearAndGreedIndex: boolean;
   public tabs: TabConfiguration[] = [];
   public user: User;
 
@@ -23,17 +20,9 @@ export class HomePageComponent implements OnDestroy, OnInit {
 
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
-    private dataService: DataService,
     private deviceService: DeviceDetectorService,
     private userService: UserService
   ) {
-    const { globalPermissions } = this.dataService.fetchInfo();
-
-    this.hasPermissionToAccessFearAndGreedIndex = hasPermission(
-      globalPermissions,
-      permissions.enableFearAndGreedIndex
-    );
-
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((state) => {
@@ -57,8 +46,7 @@ export class HomePageComponent implements OnDestroy, OnInit {
             {
               iconName: 'newspaper-outline',
               label: $localize`Markets`,
-              path: ['/home', 'market'],
-              showCondition: this.hasPermissionToAccessFearAndGreedIndex
+              path: ['/home', 'market']
             }
           ];
           this.user = state.user;

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

@@ -320,31 +320,36 @@
 
   <div class="row my-5">
     <div class="col-12">
-      <h2 class="h4 mb-1 text-center" i18n>
+      <h2 class="h4 mb-3 text-center" i18n>
         What our <strong>users</strong> are saying
       </h2>
     </div>
-    <div *ngFor="let testimonial of testimonials" class="col-md-6">
-      <div class="d-flex flex-row py-3">
-        <div class="d-flex justify-content-center">
-          <gf-logo
-            class="mr-3 mt-2 pt-1"
-            size="medium"
-            [showLabel]="false"
-          ></gf-logo>
-        </div>
-        <div>
-          <div>{{ testimonial.quote }}</div>
-          <div class="mt-2 text-muted">
-            —
-            <a *ngIf="testimonial.url" target="_blank" [href]="testimonial.url"
-              >{{ testimonial.author }}</a
-            >
-            <span *ngIf="!testimonial.url">{{ testimonial.author }}</span>, {{
-            testimonial.country }}
+    <div class="col-md-8 offset-md-2">
+      <gf-carousel [aria-label]="'Testimonials'">
+        <div *ngFor="let testimonial of testimonials" gf-carousel-item>
+          <div class="d-flex px-3">
+            <gf-logo
+              class="mr-3 mt-2 pt-1"
+              size="medium"
+              [showLabel]="false"
+            ></gf-logo>
+            <div>
+              <div>{{ testimonial.quote }}</div>
+              <div class="mt-2 text-muted">
+                —
+                <a
+                  *ngIf="testimonial.url"
+                  target="_blank"
+                  [href]="testimonial.url"
+                  >{{ testimonial.author }}</a
+                >
+                <span *ngIf="!testimonial.url">{{ testimonial.author }}</span>,
+                {{ testimonial.country }}
+              </div>
+            </div>
           </div>
         </div>
-      </div>
+      </gf-carousel>
     </div>
   </div>
 

apps/client/src/app/pages/landing/landing-page.module.ts

@@ -4,6 +4,7 @@ import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
 import { RouterModule } from '@angular/router';
 import { GfWorldMapChartModule } from '@ghostfolio/client/components/world-map-chart/world-map-chart.module';
+import { GfCarouselModule } from '@ghostfolio/ui/carousel';
 import { GfLogoModule } from '@ghostfolio/ui/logo';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
@@ -14,6 +15,7 @@ import { LandingPageComponent } from './landing-page.component';
   declarations: [LandingPageComponent],
   imports: [
     CommonModule,
+    GfCarouselModule,
     GfLogoModule,
     GfValueModule,
     GfWorldMapChartModule,

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

@@ -1,10 +1,3 @@
 :host {
   display: block;
-
-  .fab-container {
-    position: fixed;
-    right: 2rem;
-    bottom: 2rem;
-    z-index: 999;
-  }
 }

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

@@ -8,7 +8,7 @@
 <div class="flex-grow-1" mat-dialog-content>
   <mat-stepper
     #stepper
-    [animationDuration]="0"
+    animationDuration="0"
     [linear]="true"
     [orientation]="stepperOrientation"
     [selectedIndex]="importStep"

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

@@ -131,9 +131,9 @@
   <div class="row">
     <div class="col-lg">
       <gf-holdings-table
-        pageSize="7"
         [deviceType]="deviceType"
         [hasPermissionToShowValues]="false"
+        [pageSize]="7"
         [positions]="positionsArray"
       ></gf-holdings-table>
     </div>

apps/client/src/app/pages/user-account/user-account-page.component.ts

@@ -30,7 +30,7 @@ export class UserAccountPageComponent implements OnDestroy, OnInit {
 
           this.tabs = [
             {
-              iconName: 'cog-outline',
+              iconName: 'settings-outline',
               label: $localize`Settings`,
               path: ['/account']
             },

apps/client/src/app/pages/user-account/user-account-page.module.ts

@@ -1,5 +1,5 @@
 import { CommonModule } from '@angular/common';
-import { NgModule } from '@angular/core';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatTabsModule } from '@angular/material/tabs';
 import { GfUserAccountAccessModule } from '@ghostfolio/client/components/user-account-access/user-account-access.module';
 import { GfUserAccountMembershipModule } from '@ghostfolio/client/components/user-account-membership/user-account-membership.module';
@@ -17,6 +17,7 @@ import { UserAccountPageComponent } from './user-account-page.component';
     GfUserAccountSettingsModule,
     MatTabsModule,
     UserAccountPageRoutingModule
-  ]
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class UserAccountPageModule {}

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

@@ -1,6 +1,7 @@
 import { HttpClient, HttpParams } from '@angular/common/http';
 import { Injectable } from '@angular/core';
 import { UpdateAssetProfileDto } from '@ghostfolio/api/app/admin/update-asset-profile.dto';
+import { UpdateBulkMarketDataDto } from '@ghostfolio/api/app/admin/update-bulk-market-data.dto';
 import { UpdateMarketDataDto } from '@ghostfolio/api/app/admin/update-market-data.dto';
 import { CreatePlatformDto } from '@ghostfolio/api/app/platform/create-platform.dto';
 import { UpdatePlatformDto } from '@ghostfolio/api/app/platform/update-platform.dto';
@@ -214,6 +215,20 @@ export class AdminService {
     );
   }
 
+  public postMarketData({
+    dataSource,
+    marketData,
+    symbol
+  }: {
+    dataSource: DataSource;
+    marketData: UpdateBulkMarketDataDto;
+    symbol: string;
+  }) {
+    const url = `/api/v1/admin/market-data/${dataSource}/${symbol}`;
+
+    return this.http.post<MarketData>(url, marketData);
+  }
+
   public postPlatform(aPlatform: CreatePlatformDto) {
     return this.http.post<Platform>(`/api/v1/platform`, aPlatform);
   }

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

@@ -2,6 +2,7 @@ import { HttpClient, HttpParams } from '@angular/common/http';
 import { Injectable } from '@angular/core';
 import { CreateAccessDto } from '@ghostfolio/api/app/access/create-access.dto';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
+import { TransferBalanceDto } from '@ghostfolio/api/app/account/transfer-balance.dto';
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activities } from '@ghostfolio/api/app/order/interfaces/activities.interface';
@@ -36,7 +37,6 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { filterGlobalPermissions } from '@ghostfolio/common/permissions';
 import { AccountWithValue, DateRange, GroupBy } from '@ghostfolio/common/types';
-import { translate } from '@ghostfolio/ui/i18n';
 import { DataSource, Order as OrderModel } from '@prisma/client';
 import { format, parseISO } from 'date-fns';
 import { cloneDeep, groupBy, isNumber } from 'lodash';
@@ -58,6 +58,7 @@ export class DataService {
         ASSET_CLASS: filtersByAssetClass,
         ASSET_SUB_CLASS: filtersByAssetSubClass,
         PRESET_ID: filtersByPresetId,
+        SEARCH_QUERY: filtersBySearchQuery,
         TAG: filtersByTag
       } = groupBy(filters, (filter) => {
         return filter.type;
@@ -100,6 +101,10 @@ export class DataService {
         params = params.append('presetId', filtersByPresetId[0].id);
       }
 
+      if (filtersBySearchQuery) {
+        params = params.append('query', filtersBySearchQuery[0].id);
+      }
+
       if (filtersByTag) {
         params = params.append(
           'tags',
@@ -204,6 +209,10 @@ export class DataService {
     return this.http.delete<any>(`/api/v1/order/`);
   }
 
+  public deleteBenchmark({ dataSource, symbol }: UniqueAsset) {
+    return this.http.delete<any>(`/api/v1/benchmark/${dataSource}/${symbol}`);
+  }
+
   public deleteOrder(aId: string) {
     return this.http.delete<any>(`/api/v1/order/${aId}`);
   }
@@ -496,4 +505,31 @@ export class DataService {
       couponCode
     });
   }
+
+  public transferAccountBalance({
+    accountIdFrom,
+    accountIdTo,
+    balance
+  }: TransferBalanceDto) {
+    return this.http.post('/api/v1/account/transfer-balance', {
+      accountIdFrom,
+      accountIdTo,
+      balance
+    });
+  }
+
+  public updateInfo() {
+    this.http.get<InfoItem>('/api/v1/info').subscribe((info) => {
+      const utmSource = <'ios' | 'trusted-web-activity'>(
+        window.localStorage.getItem('utm_source')
+      );
+
+      info.globalPermissions = filterGlobalPermissions(
+        info.globalPermissions,
+        utmSource
+      );
+
+      (window as any).info = info;
+    });
+  }
 }

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

@@ -15,6 +15,7 @@ import { catchError } from 'rxjs/operators';
 })
 export class ImportActivitiesService {
   private static ACCOUNT_KEYS = ['account', 'accountid'];
+  private static COMMENT_KEYS = ['comment', 'note'];
   private static CURRENCY_KEYS = ['ccy', 'currency', 'currencyprimary'];
   private static DATA_SOURCE_KEYS = ['datasource'];
   private static DATE_KEYS = ['date', 'tradedate'];
@@ -52,6 +53,7 @@ export class ImportActivitiesService {
     for (const [index, item] of content.entries()) {
       activities.push({
         accountId: this.parseAccount({ item, userAccounts }),
+        comment: this.parseComment({ item }),
         currency: this.parseCurrency({ content, index, item }),
         dataSource: this.parseDataSource({ item }),
         date: this.parseDate({ content, index, item }),
@@ -122,6 +124,7 @@ export class ImportActivitiesService {
 
   private convertToCreateOrderDto({
     accountId,
+    comment,
     date,
     fee,
     quantity,
@@ -132,6 +135,7 @@ export class ImportActivitiesService {
   }: Activity): CreateOrderDto {
     return {
       accountId,
+      comment,
       fee,
       quantity,
       type,
@@ -174,6 +178,18 @@ export class ImportActivitiesService {
     return undefined;
   }
 
+  private parseComment({ item }: { item: any }) {
+    item = this.lowercaseKeys(item);
+
+    for (const key of ImportActivitiesService.COMMENT_KEYS) {
+      if (item[key]) {
+        return item[key];
+      }
+    }
+
+    return undefined;
+  }
+
   private parseCurrency({
     content,
     index,
@@ -321,6 +337,10 @@ export class ImportActivitiesService {
             return Type.BUY;
           case 'dividend':
             return Type.DIVIDEND;
+          case 'fee':
+            return Type.FEE;
+          case 'interest':
+            return Type.INTEREST;
           case 'item':
             return Type.ITEM;
           case 'liability':

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

@@ -1,11 +1,6 @@
 {
-  "createdAt": "2023-09-25T08:15:38.055Z",
+  "createdAt": "2023-10-05T00:00:00.000Z",
   "data": [
-    {
-      "name": "Appsmith",
-      "description": "Build build custom software on top of your data.",
-      "href": "https://www.appsmith.com"
-    },
     {
       "name": "BoxyHQ",
       "description": "BoxyHQ’s suite of APIs for security and privacy helps engineering teams build and ship compliant cloud applications faster.",
@@ -66,11 +61,6 @@
       "description": "Mockoon is the easiest and quickest way to design and run mock REST APIs.",
       "href": "https://mockoon.com"
     },
-    {
-      "name": "Novu",
-      "description": "The open-source notification infrastructure for developers. Simple components and APIs for managing all communication channels in one place.",
-      "href": "https://novu.co"
-    },
     {
       "name": "OpenBB",
       "description": "Democratizing investment research through an open source financial ecosystem. The OpenBB Terminal allows everyone to perform investment research, from everywhere.",

apps/client/src/styles.scss

@@ -214,6 +214,16 @@ body {
     }
   }
 
+  .mat-mdc-menu-panel {
+    &.assistant {
+      max-width: unset !important;
+
+      .mat-mdc-menu-content {
+        padding: 0;
+      }
+    }
+  }
+
   &.is-dark-theme {
     background: var(--dark-background);
     color: rgba(var(--light-primary-text));
@@ -481,6 +491,13 @@ ngx-skeleton-loader {
   flex-direction: column;
   overflow-y: auto;
 
+  .fab-container {
+    bottom: 2rem;
+    position: fixed;
+    right: 2rem;
+    z-index: 999;
+  }
+
   &:not(.has-tabs) {
     @media (min-width: 576px) {
       padding: 2rem 0;
@@ -492,6 +509,12 @@ ngx-skeleton-loader {
     padding-bottom: env(safe-area-inset-bottom);
     padding-bottom: constant(safe-area-inset-bottom);
 
+    .fab-container {
+      @media (max-width: 575.98px) {
+        bottom: 5rem;
+      }
+    }
+
     .mat-mdc-tab-nav-bar {
       --mat-tab-header-active-focus-indicator-color: transparent;
       --mat-tab-header-active-hover-indicator-color: transparent;

docker/docker-compose.dev.yml

@@ -7,7 +7,7 @@ services:
     env_file:
       - ../.env
     ports:
-      - 5432:5432
+      - ${POSTGRES_PORT:-5432}:5432
     volumes:
       - postgres:/var/lib/postgresql/data
   redis:
@@ -15,7 +15,7 @@ services:
     container_name: redis
     restart: unless-stopped
     ports:
-      - 6379:6379
+      - ${REDIS_PORT:-6379}:6379
 
 volumes:
   postgres:

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

@@ -12,4 +12,5 @@ export interface AdminData {
     lastActivity: Date;
     transactionCount: number;
   }[];
+  version: string;
 }

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

@@ -5,6 +5,7 @@ export interface Benchmark {
   name: EnhancedSymbolProfile['name'];
   performances: {
     allTimeHigh: {
+      date: Date;
       performancePercent: number;
     };
   };

libs/common/src/lib/interfaces/enhanced-symbol-profile.interface.ts

@@ -15,6 +15,7 @@ export interface EnhancedSymbolProfile {
   dataSource: DataSource;
   dateOfFirstActivity?: Date;
   id: string;
+  isin: string | null;
   name: string | null;
   scraperConfiguration?: ScraperConfiguration | null;
   sectors: Sector[];

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

@@ -6,6 +6,7 @@ export interface Filter {
     | 'ASSET_CLASS'
     | 'ASSET_SUB_CLASS'
     | 'PRESET_ID'
+    | 'SEARCH_QUERY'
     | 'SYMBOL'
     | 'TAG';
 }

libs/common/src/lib/interfaces/info-item.interface.ts

@@ -1,5 +1,5 @@
 import { SubscriptionOffer } from '@ghostfolio/common/types';
-import { SymbolProfile, Tag } from '@prisma/client';
+import { Platform, SymbolProfile, Tag } from '@prisma/client';
 
 import { Statistics } from './statistics.interface';
 import { Subscription } from './subscription.interface';
@@ -13,7 +13,7 @@ export interface InfoItem {
   fearAndGreedDataSource?: string;
   globalPermissions: string[];
   isReadOnlyMode?: boolean;
-  platforms: { id: string; name: string }[];
+  platforms: Platform[];
   statistics: Statistics;
   stripePublicKey?: string;
   subscriptions: { [offer in SubscriptionOffer]: Subscription };

libs/common/src/lib/permissions.ts

@@ -3,6 +3,7 @@ import { Role } from '@prisma/client';
 
 export const permissions = {
   accessAdminControl: 'accessAdminControl',
+  accessAssistant: 'accessAssistant',
   createAccess: 'createAccess',
   createAccount: 'createAccount',
   createOrder: 'createOrder',
@@ -41,6 +42,7 @@ export function getPermissions(aRole: Role): string[] {
     case 'ADMIN':
       return [
         permissions.accessAdminControl,
+        permissions.accessAssistant,
         permissions.createAccess,
         permissions.createAccount,
         permissions.createOrder,
@@ -63,10 +65,11 @@ export function getPermissions(aRole: Role): string[] {
       ];
 
     case 'DEMO':
-      return [permissions.createUserAccount];
+      return [permissions.accessAssistant, permissions.createUserAccount];
 
     case 'USER':
       return [
+        permissions.accessAssistant,
         permissions.createAccess,
         permissions.createAccount,
         permissions.createOrder,

libs/ui/src/lib/assistant/assistant-list-item/assistant-list-item.component.ts

@@ -0,0 +1,52 @@
+import { FocusableOption } from '@angular/cdk/a11y';
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  ElementRef,
+  EventEmitter,
+  HostBinding,
+  Input,
+  Output,
+  ViewChild
+} from '@angular/core';
+import { Position } from '@ghostfolio/common/interfaces';
+
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  selector: 'gf-assistant-list-item',
+  templateUrl: './assistant-list-item.html',
+  styleUrls: ['./assistant-list-item.scss']
+})
+export class AssistantListItemComponent implements FocusableOption {
+  @HostBinding('attr.tabindex') tabindex = -1;
+  @HostBinding('class.has-focus') get getHasFocus() {
+    return this.hasFocus;
+  }
+
+  @Input() holding: Position;
+
+  @Output() clicked = new EventEmitter<void>();
+
+  @ViewChild('link') public linkElement: ElementRef;
+
+  public hasFocus = false;
+
+  public constructor(private changeDetectorRef: ChangeDetectorRef) {}
+
+  public focus() {
+    this.hasFocus = true;
+
+    this.changeDetectorRef.markForCheck();
+  }
+
+  public onClick() {
+    this.clicked.emit();
+  }
+
+  public removeFocus() {
+    this.hasFocus = false;
+
+    this.changeDetectorRef.markForCheck();
+  }
+}

libs/ui/src/lib/assistant/assistant-list-item/assistant-list-item.html

@@ -0,0 +1,12 @@
+<a
+  #link
+  class="d-block px-2 py-1 text-truncate"
+  [queryParams]="{
+    dataSource: holding?.dataSource,
+    positionDetailDialog: true,
+    symbol: holding?.symbol
+  }"
+  [routerLink]="['/portfolio', 'holdings']"
+  (click)="onClick()"
+  >{{ holding?.name }}</a
+>

libs/ui/src/lib/assistant/assistant-list-item/assistant-list-item.module.ts

@@ -0,0 +1,12 @@
+import { CommonModule } from '@angular/common';
+import { NgModule } from '@angular/core';
+import { RouterModule } from '@angular/router';
+
+import { AssistantListItemComponent } from './assistant-list-item.component';
+
+@NgModule({
+  declarations: [AssistantListItemComponent],
+  exports: [AssistantListItemComponent],
+  imports: [CommonModule, RouterModule]
+})
+export class GfAssistantListItemModule {}

libs/ui/src/lib/assistant/assistant-list-item/assistant-list-item.scss

@@ -0,0 +1,19 @@
+:host {
+  display: block;
+
+  &.has-focus {
+    background-color: rgba(var(--palette-primary-500), 1);
+
+    a {
+      color: rgba(var(--light-primary-text));
+    }
+  }
+}
+
+:host-context(.is-dark-theme) {
+  &.has-focus {
+    a {
+      color: rgba(var(--dark-primary-text));
+    }
+  }
+}