Release 2.90.0 (#3508)

* Extend asset profile for currency

* Update changelog

.eslintrc.json

@@ -24,12 +24,18 @@
     {
       "files": ["*.ts", "*.tsx"],
       "extends": ["plugin:@nx/typescript"],
-      "rules": {}
+      "rules": {
+        "@typescript-eslint/no-extra-semi": "error",
+        "no-extra-semi": "off"
+      }
     },
     {
       "files": ["*.js", "*.jsx"],
       "extends": ["plugin:@nx/javascript"],
-      "rules": {}
+      "rules": {
+        "@typescript-eslint/no-extra-semi": "error",
+        "no-extra-semi": "off"
+      }
     },
     {
       "files": ["*.ts"],

.gitignore

@@ -28,6 +28,7 @@
 .env
 .env.prod
 .nx/cache
+.nx/workspace-data
 /.sass-cache
 /connect.lock
 /coverage

.prettierignore

@@ -1,4 +1,5 @@
 /.nx/cache
+/.nx/workspace-data
 /apps/client/src/polyfills.ts
 /dist
 /test/import

CHANGELOG.md

@@ -5,7 +5,199 @@ 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).
 
-## 2.77.0 - 2024-04-27
+## 2.90.0 - 2024-06-22
+
+### Added
+
+- Added a dialog for the benchmarks in the markets overview
+- Extended the asset profile details dialog of the admin control for currencies
+- Extended the content of the _Self-Hosting_ section by the mobile app question on the Frequently Asked Questions (FAQ) page
+
+### Changed
+
+- Moved the indicator for active filters from experimental to general availability
+- Improved the error handling in the biometric authentication registration
+- Improved the language localization for German (`de`)
+- Set up SSL for local development
+- Upgraded the _Stripe_ dependencies
+- Upgraded `marked` from version `9.1.6` to `13.0.0`
+- Upgraded `ngx-device-detector` from version `5.0.1` to `8.0.0`
+- Upgraded `ngx-markdown` from version `17.1.1` to `18.0.0`
+- Upgraded `zone.js` from version `0.14.5` to `0.14.7`
+
+## 2.89.0 - 2024-06-14
+
+### Added
+
+- Extended the historical market data table with currencies preset by date and activities count in the admin control panel
+
+### Changed
+
+- Improved the date validation in the create, import and update activities endpoints
+- Improved the language localization for German (`de`)
+
+## 2.88.0 - 2024-06-11
+
+### Added
+
+- Set the image source label in `Dockerfile`
+
+### Changed
+
+- Improved the style of the blog post list
+- Migrated the `@ghostfolio/client` components to control flow
+- Improved the language localization for German (`de`)
+- Upgraded `angular` from version `17.3.10` to `18.0.2`
+- Upgraded `Nx` from version `19.0.5` to `19.2.2`
+
+## 2.87.0 - 2024-06-08
+
+### Changed
+
+- Improved the portfolio summary
+- Improved the allocations by ETF holding on the allocations page (experimental)
+- Improved the error handling in the `HttpResponseInterceptor`
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.14.0` to `5.15.0`
+
+### Fixed
+
+- Fixed an issue in the _FIRE_ calculator
+
+## 2.86.0 - 2024-06-07
+
+### Added
+
+- Introduced the allocations by ETF holding on the allocations page (experimental)
+
+### Changed
+
+- Upgraded `prettier` from version `3.2.5` to `3.3.1`
+
+## 2.85.0 - 2024-06-06
+
+### Added
+
+- Added the ability to close a user account
+
+### Changed
+
+- Improved the language localization for German (`de`)
+- Upgraded `ng-extract-i18n-merge` from version `2.10.0` to `2.12.0`
+
+### Fixed
+
+- Fixed an issue with the default locale in the value component
+
+## 2.84.0 - 2024-06-01
+
+### Added
+
+- Added the data provider information to the asset profile details dialog of the admin control
+- Added the cascading on delete for various relations in the database schema
+
+### Fixed
+
+- Fixed an issue with the initial annual interest rate in the _FIRE_ calculator
+- Fixed the state handling in the currency selector
+- Fixed the deletion of an asset profile with symbol profile overrides in the asset profile details dialog of the admin control
+
+## 2.83.0 - 2024-05-30
+
+### Changed
+
+- Upgraded `@nestjs/passport` from version `10.0.0` to `10.0.3`
+- Upgraded `angular` from version `17.3.5` to `17.3.10`
+- Upgraded `class-validator` from version `0.14.0` to `0.14.1`
+- Upgraded `countup.js` from version `2.3.2` to `2.8.0`
+- Upgraded `Nx` from version `19.0.2` to `19.0.5`
+- Upgraded `passport` from version `0.6.0` to `0.7.0`
+- Upgraded `passport-jwt` from version `4.0.0` to `4.0.1`
+- Upgraded `prisma` from version `5.13.0` to `5.14.0`
+- Upgraded `yahoo-finance2` from version `2.11.2` to `2.11.3`
+
+## 2.82.0 - 2024-05-22
+
+### Changed
+
+- Improved the usability of the create or update activity dialog by preselecting the (only) account
+- Improved the usability of the date range selector in the assistant
+- Refactored the holding detail dialog to a standalone component
+- Refreshed the cryptocurrencies list
+- Refactored various pages to standalone components
+- Upgraded `@internationalized/number` from version `3.5.0` to `3.5.2`
+- Upgraded `body-parser` from version `1.20.1` to `1.20.2`
+- Upgraded `zone.js` from version `0.14.4` to `0.14.5`
+
+## 2.81.0 - 2024-05-12
+
+### Added
+
+- Added an indicator for active filters (experimental)
+
+### Changed
+
+- Improved the delete all activities functionality on the portfolio activities page to work with the filters of the assistant
+- Improved the language localization for German (`de`)
+- Improved the language localization for Türkçe (`tr`)
+- Upgraded `Nx` from version `18.3.3` to `19.0.2`
+
+### Fixed
+
+- Fixed the position detail dialog close functionality
+
+## 2.80.0 - 2024-05-08
+
+### Added
+
+- Added the absolute change column to the holdings table on the home page
+
+### Changed
+
+- Increased the spacing around the floating action buttons (FAB)
+- Set the icon column of the activities table to stick at the beginning
+- Set the icon column of the holdings table to stick at the beginning
+- Increased the number of attempts of queue jobs from `10` to `12` (fail later)
+- Upgraded `ionicons` from version `7.3.0` to `7.4.0`
+
+### Fixed
+
+- Fixed the position detail dialog open functionality when searching for a holding in the assistant
+
+## 2.79.0 - 2024-05-04
+
+### Changed
+
+- Moved the holdings table to the holdings tab of the home page
+- Improved the performance labels (with and without currency effects) in the position detail dialog
+- Optimized the calculations of the portfolio details endpoint
+
+### Fixed
+
+- Fixed an issue with the benchmarks in the markets overview
+- Fixed an issue with the _Fear & Greed Index_ (market mood) in the markets overview
+
+## 2.78.0 - 2024-05-02
+
+### Added
+
+- Added a form validation against the DTO in the create or update access dialog
+- Added a form validation against the DTO in the asset profile details dialog of the admin control
+- Added a form validation against the DTO in the platform management of the admin control panel
+- Added a form validation against the DTO in the tag management of the admin control panel
+
+### Changed
+
+- Set the performance column of the holdings table to stick at the end
+- Skipped the caching in the portfolio calculator if there are active filters (experimental)
+- Improved the `INACTIVE` user role
+
+### Fixed
+
+- Fixed an issue in the calculation of the portfolio summary caused by future liabilities
+- Fixed a division by zero error in the dividend yield calculation (experimental)
+
+## 2.77.1 - 2024-04-27
 
 ### Added
 

Dockerfile

@@ -51,6 +51,9 @@ RUN yarn database:generate-typings
 
 # Image to run, copy everything needed from builder
 FROM node:18-slim
+
+LABEL org.opencontainers.image.source="https://github.com/ghostfolio/ghostfolio"
+
 RUN apt update && apt install -y \
     curl \
     openssl \

README.md

@@ -85,23 +85,23 @@ We provide official container images hosted on [Docker Hub](https://hub.docker.c
 
 ### Supported Environment Variables
 
-| Name                     | Default Value | Description                                                                                                                         |
-| ------------------------ | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
-| `ACCESS_TOKEN_SALT`      |               | A random string used as salt for access tokens                                                                                      |
-| `API_KEY_COINGECKO_DEMO` |               | The _CoinGecko_ Demo API key                                                                                                        |
-| `API_KEY_COINGECKO_PRO`  |               | The _CoinGecko_ Pro API                                                                                                             |
-| `DATABASE_URL`           |               | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
-| `HOST`                   | `0.0.0.0`     | The host where the Ghostfolio application will run on                                                                               |
-| `JWT_SECRET_KEY`         |               | A random string used for _JSON Web Tokens_ (JWT)                                                                                    |
-| `PORT`                   | `3333`        | The port where the Ghostfolio application will run on                                                                               |
-| `POSTGRES_DB`            |               | The name of the _PostgreSQL_ database                                                                                               |
-| `POSTGRES_PASSWORD`      |               | The password of the _PostgreSQL_ database                                                                                           |
-| `POSTGRES_USER`          |               | The user of the _PostgreSQL_ database                                                                                               |
-| `REDIS_DB`               | `0`           | The database index of _Redis_                                                                                                       |
-| `REDIS_HOST`             |               | The host where _Redis_ is running                                                                                                   |
-| `REDIS_PASSWORD`         |               | The password of _Redis_                                                                                                             |
-| `REDIS_PORT`             |               | The port where _Redis_ is running                                                                                                   |
-| `REQUEST_TIMEOUT`        | `2000`        | The timeout of network requests to data providers in milliseconds                                                                   |
+| Name                     | Type                | Default Value | Description                                                                                                                         |
+| ------------------------ | ------------------- | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
+| `ACCESS_TOKEN_SALT`      | string              |               | A random string used as salt for access tokens                                                                                      |
+| `API_KEY_COINGECKO_DEMO` | string (`optional`) |               | The _CoinGecko_ Demo API key                                                                                                        |
+| `API_KEY_COINGECKO_PRO`  | string (`optional`) |               | The _CoinGecko_ Pro API                                                                                                             |
+| `DATABASE_URL`           | string              |               | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
+| `HOST`                   | string (`optional`) | `0.0.0.0`     | The host where the Ghostfolio application will run on                                                                               |
+| `JWT_SECRET_KEY`         | string              |               | A random string used for _JSON Web Tokens_ (JWT)                                                                                    |
+| `PORT`                   | number (`optional`) | `3333`        | The port where the Ghostfolio application will run on                                                                               |
+| `POSTGRES_DB`            | string              |               | The name of the _PostgreSQL_ database                                                                                               |
+| `POSTGRES_PASSWORD`      | string              |               | The password of the _PostgreSQL_ database                                                                                           |
+| `POSTGRES_USER`          | string              |               | The user of the _PostgreSQL_ database                                                                                               |
+| `REDIS_DB`               | number (`optional`) | `0`           | The database index of _Redis_                                                                                                       |
+| `REDIS_HOST`             | string              |               | The host where _Redis_ is running                                                                                                   |
+| `REDIS_PASSWORD`         | string              |               | The password of _Redis_                                                                                                             |
+| `REDIS_PORT`             | number              |               | The port where _Redis_ is running                                                                                                   |
+| `REQUEST_TIMEOUT`        | number (`optional`) | `2000`        | The timeout of network requests to data providers in milliseconds                                                                   |
 
 ### Run with Docker Compose
 
@@ -142,7 +142,7 @@ docker compose --env-file ./.env -f docker/docker-compose.build.yml up -d
 
 ### Home Server Systems (Community)
 
-Ghostfolio is available for various home server systems, including [CasaOS](https://github.com/bigbeartechworld/big-bear-casaos), Home Assistant, [Runtipi](https://www.runtipi.io/docs/apps-available), [TrueCharts](https://truecharts.org/charts/stable/ghostfolio), [Umbrel](https://apps.umbrel.com/app/ghostfolio), and [Unraid](https://unraid.net/community/apps?q=ghostfolio).
+Ghostfolio is available for various home server systems, including [CasaOS](https://github.com/bigbeartechworld/big-bear-casaos), [Home Assistant](https://github.com/lildude/ha-addon-ghostfolio), [Runtipi](https://www.runtipi.io/docs/apps-available), [TrueCharts](https://truecharts.org/charts/stable/ghostfolio), [Umbrel](https://apps.umbrel.com/app/ghostfolio), and [Unraid](https://unraid.net/community/apps?q=ghostfolio).
 
 ## Development
 
@@ -161,7 +161,7 @@ Ghostfolio is available for various home server systems, including [CasaOS](http
 1. Run `yarn database:setup` to initialize the database schema
 1. Run `git config core.hooksPath ./git-hooks/` to setup git hooks
 1. Start the server and the client (see [_Development_](#Development))
-1. Open http://localhost:4200/en in your browser
+1. Open https://localhost:4200/en in your browser
 1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
 
 ### Start Server
@@ -176,7 +176,7 @@ Run `yarn start:server`
 
 ### Start Client
 
-Run `yarn start:client` and open http://localhost:4200/en in your browser
+Run `yarn start:client` and open https://localhost:4200/en in your browser
 
 ### Start _Storybook_
 
@@ -275,7 +275,7 @@ Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ r
 
 Ghostfolio is **100% free** and **open source**. We encourage and support an active and healthy community that accepts contributions from the public - including you.
 
-Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or post to [@ghostfolio\_](https://twitter.com/ghostfolio_) on _X_. We would love to hear from you.
+Not sure what to work on? We have [some ideas](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22help+wanted%22), even for [newcomers](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22good+first+issue%22). Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or post to [@ghostfolio\_](https://twitter.com/ghostfolio_) on _X_. We would love to hear from you.
 
 If you like to support this project, get [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) or [**Buy me a coffee**](https://www.buymeacoffee.com/ghostfolio).
 

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

@@ -2,7 +2,7 @@ import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/accou
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
-import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
+import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import {

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

@@ -1,9 +1,7 @@
 import { AccountBalanceModule } from '@ghostfolio/api/app/account-balance/account-balance.module';
 import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
-import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { RedactValuesInResponseModule } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
 import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
@@ -19,13 +17,11 @@ import { AccountService } from './account.service';
   imports: [
     AccountBalanceModule,
     ConfigurationModule,
-    DataProviderModule,
     ExchangeRateDataModule,
     ImpersonationModule,
     PortfolioModule,
     PrismaModule,
-    RedisCacheModule,
-    UserModule
+    RedactValuesInResponseModule
   ],
   providers: [AccountService]
 })

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

@@ -1,6 +1,6 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
 import { ManualService } from '@ghostfolio/api/services/data-provider/manual/manual.service';

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

@@ -1,4 +1,6 @@
+import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
@@ -23,11 +25,13 @@ import { QueueModule } from './queue/queue.module';
     DataProviderModule,
     ExchangeRateDataModule,
     MarketDataModule,
+    OrderModule,
     PrismaModule,
     PropertyModule,
     QueueModule,
     SubscriptionModule,
-    SymbolProfileModule
+    SymbolProfileModule,
+    TransformDataSourceInRequestModule
   ],
   controllers: [AdminController],
   providers: [AdminService],

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

@@ -1,3 +1,4 @@
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
 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';
@@ -13,11 +14,13 @@ import {
   PROPERTY_IS_READ_ONLY_MODE,
   PROPERTY_IS_USER_SIGNUP_ENABLED
 } from '@ghostfolio/common/config';
+import { isCurrency, getCurrencyFromSymbol } from '@ghostfolio/common/helper';
 import {
   AdminData,
   AdminMarketData,
   AdminMarketDataDetails,
   AdminMarketDataItem,
+  EnhancedSymbolProfile,
   Filter,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
@@ -42,6 +45,7 @@ export class AdminService {
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly marketDataService: MarketDataService,
+    private readonly orderService: OrderService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
     private readonly subscriptionService: SubscriptionService,
@@ -295,6 +299,16 @@ export class AdminService {
     dataSource,
     symbol
   }: UniqueAsset): Promise<AdminMarketDataDetails> {
+    let activitiesCount: EnhancedSymbolProfile['activitiesCount'] = 0;
+    let currency: EnhancedSymbolProfile['currency'] = '-';
+    let dateOfFirstActivity: EnhancedSymbolProfile['dateOfFirstActivity'];
+
+    if (isCurrency(getCurrencyFromSymbol(symbol))) {
+      currency = getCurrencyFromSymbol(symbol);
+      ({ activitiesCount, dateOfFirstActivity } =
+        await this.orderService.getStatisticsByCurrency(currency));
+    }
+
     const [[assetProfile], marketData] = await Promise.all([
       this.symbolProfileService.getSymbolProfiles([
         {
@@ -313,11 +327,20 @@ export class AdminService {
       })
     ]);
 
+    if (assetProfile) {
+      assetProfile.dataProviderInfo = this.dataProviderService
+        .getDataProvider(assetProfile.dataSource)
+        .getDataProviderInfo();
+    }
+
     return {
       marketData,
       assetProfile: assetProfile ?? {
-        symbol,
-        currency: '-'
+        activitiesCount,
+        currency,
+        dataSource,
+        dateOfFirstActivity,
+        symbol
       }
     };
   }
@@ -329,6 +352,7 @@ export class AdminService {
     countries,
     currency,
     dataSource,
+    holdings,
     name,
     scraperConfiguration,
     sectors,
@@ -349,6 +373,7 @@ export class AdminService {
         countries,
         currency,
         dataSource,
+        holdings,
         scraperConfiguration,
         sectors,
         symbol,
@@ -401,30 +426,45 @@ export class AdminService {
       by: ['dataSource', 'symbol']
     });
 
-    const marketData: AdminMarketDataItem[] = this.exchangeRateDataService
-      .getCurrencyPairs()
-      .map(({ dataSource, symbol }) => {
-        const marketDataItemCount =
-          marketDataItems.find((marketDataItem) => {
-            return (
-              marketDataItem.dataSource === dataSource &&
-              marketDataItem.symbol === symbol
-            );
-          })?._count ?? 0;
+    const marketDataPromise: Promise<AdminMarketDataItem>[] =
+      this.exchangeRateDataService
+        .getCurrencyPairs()
+        .map(async ({ dataSource, symbol }) => {
+          let activitiesCount: EnhancedSymbolProfile['activitiesCount'] = 0;
+          let currency: EnhancedSymbolProfile['currency'] = '-';
+          let dateOfFirstActivity: EnhancedSymbolProfile['dateOfFirstActivity'];
 
-        return {
-          dataSource,
-          marketDataItemCount,
-          symbol,
-          assetClass: AssetClass.LIQUIDITY,
-          countriesCount: 0,
-          currency: symbol.replace(DEFAULT_CURRENCY, ''),
-          id: undefined,
-          name: symbol,
-          sectorsCount: 0
-        };
-      });
+          if (isCurrency(getCurrencyFromSymbol(symbol))) {
+            currency = getCurrencyFromSymbol(symbol);
+            ({ activitiesCount, dateOfFirstActivity } =
+              await this.orderService.getStatisticsByCurrency(currency));
+          }
 
+          const marketDataItemCount =
+            marketDataItems.find((marketDataItem) => {
+              return (
+                marketDataItem.dataSource === dataSource &&
+                marketDataItem.symbol === symbol
+              );
+            })?._count ?? 0;
+
+          return {
+            activitiesCount,
+            currency,
+            dataSource,
+            marketDataItemCount,
+            symbol,
+            assetClass: AssetClass.LIQUIDITY,
+            assetSubClass: AssetSubClass.CASH,
+            countriesCount: 0,
+            date: dateOfFirstActivity,
+            id: undefined,
+            name: symbol,
+            sectorsCount: 0
+          };
+        });
+
+    const marketData = await Promise.all(marketDataPromise);
     return { marketData, count: marketData.length };
   }
 

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

@@ -25,6 +25,7 @@ import { AccessModule } from './access/access.module';
 import { AccountModule } from './account/account.module';
 import { AdminModule } from './admin/admin.module';
 import { AppController } from './app.controller';
+import { AssetModule } from './asset/asset.module';
 import { AuthDeviceModule } from './auth-device/auth-device.module';
 import { AuthModule } from './auth/auth.module';
 import { BenchmarkModule } from './benchmark/benchmark.module';
@@ -51,6 +52,7 @@ import { UserModule } from './user/user.module';
     AdminModule,
     AccessModule,
     AccountModule,
+    AssetModule,
     AuthDeviceModule,
     AuthModule,
     BenchmarkModule,

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

@@ -0,0 +1,29 @@
+import { AdminService } from '@ghostfolio/api/app/admin/admin.service';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
+import type { AdminMarketDataDetails } from '@ghostfolio/common/interfaces';
+
+import { Controller, Get, Param, UseInterceptors } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
+import { pick } from 'lodash';
+
+@Controller('asset')
+export class AssetController {
+  public constructor(private readonly adminService: AdminService) {}
+
+  @Get(':dataSource/:symbol')
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
+  public async getAsset(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ): Promise<AdminMarketDataDetails> {
+    const { assetProfile, marketData } =
+      await this.adminService.getMarketDataBySymbol({ dataSource, symbol });
+
+    return {
+      marketData,
+      assetProfile: pick(assetProfile, ['dataSource', 'name', 'symbol'])
+    };
+  }
+}

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

@@ -0,0 +1,17 @@
+import { AdminModule } from '@ghostfolio/api/app/admin/admin.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
+
+import { Module } from '@nestjs/common';
+
+import { AssetController } from './asset.controller';
+
+@Module({
+  controllers: [AssetController],
+  imports: [
+    AdminModule,
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule
+  ]
+})
+export class AssetModule {}

apps/api/src/app/auth-device/auth-device.module.ts

@@ -1,6 +1,5 @@
 import { AuthDeviceController } from '@ghostfolio/api/app/auth-device/auth-device.controller';
 import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 
 import { Module } from '@nestjs/common';
@@ -9,7 +8,6 @@ import { JwtModule } from '@nestjs/jwt';
 @Module({
   controllers: [AuthDeviceController],
   imports: [
-    ConfigurationModule,
     JwtModule.register({
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '180 days' }

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

@@ -1,4 +1,3 @@
-import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 
 import { Injectable } from '@nestjs/common';
@@ -6,10 +5,7 @@ import { AuthDevice, Prisma } from '@prisma/client';
 
 @Injectable()
 export class AuthDeviceService {
-  public constructor(
-    private readonly configurationService: ConfigurationService,
-    private readonly prismaService: PrismaService
-  ) {}
+  public constructor(private readonly prismaService: PrismaService) {}
 
   public async authDevice(
     where: Prisma.AuthDeviceWhereUniqueInput

apps/api/src/app/auth/google.strategy.ts

@@ -3,7 +3,7 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration/con
 import { Injectable, Logger } from '@nestjs/common';
 import { PassportStrategy } from '@nestjs/passport';
 import { Provider } from '@prisma/client';
-import { Strategy } from 'passport-google-oauth20';
+import { Profile, Strategy } from 'passport-google-oauth20';
 
 import { AuthService } from './auth.service';
 
@@ -11,7 +11,7 @@ import { AuthService } from './auth.service';
 export class GoogleStrategy extends PassportStrategy(Strategy, 'google') {
   public constructor(
     private readonly authService: AuthService,
-    readonly configurationService: ConfigurationService
+    private readonly configurationService: ConfigurationService
   ) {
     super({
       callbackURL: `${configurationService.get(
@@ -20,7 +20,7 @@ export class GoogleStrategy extends PassportStrategy(Strategy, 'google') {
       clientID: configurationService.get('GOOGLE_CLIENT_ID'),
       clientSecret: configurationService.get('GOOGLE_SECRET'),
       passReqToCallback: true,
-      scope: ['email', 'profile']
+      scope: ['profile']
     });
   }
 
@@ -28,20 +28,17 @@ export class GoogleStrategy extends PassportStrategy(Strategy, 'google') {
     request: any,
     token: string,
     refreshToken: string,
-    profile,
+    profile: Profile,
     done: Function,
     done2: Function
   ) {
     try {
-      const jwt: string = await this.authService.validateOAuthLogin({
+      const jwt = await this.authService.validateOAuthLogin({
         provider: Provider.GOOGLE,
         thirdPartyId: profile.id
       });
-      const user = {
-        jwt
-      };
 
-      done(null, user);
+      done(null, { jwt });
     } catch (error) {
       Logger.error(error, 'GoogleStrategy');
       done(error, false);

apps/api/src/app/auth/jwt.strategy.ts

@@ -2,10 +2,12 @@ import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { HEADER_KEY_TIMEZONE } from '@ghostfolio/common/config';
+import { hasRole } from '@ghostfolio/common/permissions';
 
-import { Injectable, UnauthorizedException } from '@nestjs/common';
+import { HttpException, Injectable } from '@nestjs/common';
 import { PassportStrategy } from '@nestjs/passport';
 import * as countriesAndTimezones from 'countries-and-timezones';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { ExtractJwt, Strategy } from 'passport-jwt';
 
 @Injectable()
@@ -29,6 +31,13 @@ export class JwtStrategy extends PassportStrategy(Strategy, 'jwt') {
 
       if (user) {
         if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
+          if (hasRole(user, 'INACTIVE')) {
+            throw new HttpException(
+              getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),
+              StatusCodes.TOO_MANY_REQUESTS
+            );
+          }
+
           const country =
             countriesAndTimezones.getCountryForTimezone(timezone)?.id;
 
@@ -45,10 +54,20 @@ export class JwtStrategy extends PassportStrategy(Strategy, 'jwt') {
 
         return user;
       } else {
-        throw '';
+        throw new HttpException(
+          getReasonPhrase(StatusCodes.NOT_FOUND),
+          StatusCodes.NOT_FOUND
+        );
+      }
+    } catch (error) {
+      if (error?.getStatus() === StatusCodes.TOO_MANY_REQUESTS) {
+        throw error;
+      } else {
+        throw new HttpException(
+          getReasonPhrase(StatusCodes.UNAUTHORIZED),
+          StatusCodes.UNAUTHORIZED
+        );
       }
-    } catch (err) {
-      throw new UnauthorizedException('unauthorized', err.message);
     }
   }
 }

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

@@ -1,8 +1,8 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import type {
   BenchmarkMarketDataDetails,
   BenchmarkResponse,
@@ -105,7 +105,7 @@ export class BenchmarkController {
   @Get(':dataSource/:symbol/:startDateString')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
-  public async getBenchmarkMarketDataBySymbol(
+  public async getBenchmarkMarketDataForUser(
     @Param('dataSource') dataSource: DataSource,
     @Param('startDateString') startDateString: string,
     @Param('symbol') symbol: string,
@@ -117,7 +117,7 @@ export class BenchmarkController {
     );
     const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
-    return this.benchmarkService.getMarketDataBySymbol({
+    return this.benchmarkService.getMarketDataForUser({
       dataSource,
       endDate,
       startDate,

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

@@ -1,6 +1,7 @@
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
 import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
@@ -17,7 +18,6 @@ import { BenchmarkService } from './benchmark.service';
   controllers: [BenchmarkController],
   exports: [BenchmarkService],
   imports: [
-    ConfigurationModule,
     DataProviderModule,
     ExchangeRateDataModule,
     MarketDataModule,
@@ -25,7 +25,9 @@ import { BenchmarkService } from './benchmark.service';
     PropertyModule,
     RedisCacheModule,
     SymbolModule,
-    SymbolProfileModule
+    SymbolProfileModule,
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule
   ],
   providers: [BenchmarkService]
 })

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

@@ -153,6 +153,7 @@ export class BenchmarkService {
       }
 
       return {
+        dataSource: benchmarkAssetProfiles[index].dataSource,
         marketCondition: this.getMarketCondition(
           performancePercentFromAllTimeHigh
         ),
@@ -163,6 +164,7 @@ export class BenchmarkService {
             performancePercent: performancePercentFromAllTimeHigh
           }
         },
+        symbol: benchmarkAssetProfiles[index].symbol,
         trend50d: benchmarkTrends[index].trend50d,
         trend200d: benchmarkTrends[index].trend200d
       };
@@ -213,7 +215,7 @@ export class BenchmarkService {
       .sort((a, b) => a.name.localeCompare(b.name));
   }
 
-  public async getMarketDataBySymbol({
+  public async getMarketDataForUser({
     dataSource,
     endDate = new Date(),
     startDate,

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

@@ -1,10 +1,4 @@
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
-import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 
 import { Module } from '@nestjs/common';
 
@@ -12,14 +6,6 @@ import { CacheController } from './cache.controller';
 
 @Module({
   controllers: [CacheController],
-  imports: [
-    ConfigurationModule,
-    DataGatheringModule,
-    DataProviderModule,
-    ExchangeRateDataModule,
-    PrismaModule,
-    RedisCacheModule,
-    SymbolProfileModule
-  ]
+  imports: [RedisCacheModule]
 })
 export class CacheModule {}

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

@@ -1,10 +1,6 @@
 import { AccountModule } from '@ghostfolio/api/app/account/account.module';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
-import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
-import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 
 import { Module } from '@nestjs/common';
 
@@ -12,15 +8,7 @@ import { ExportController } from './export.controller';
 import { ExportService } from './export.service';
 
 @Module({
-  imports: [
-    AccountModule,
-    ApiModule,
-    ConfigurationModule,
-    DataGatheringModule,
-    DataProviderModule,
-    OrderModule,
-    RedisCacheModule
-  ],
+  imports: [AccountModule, ApiModule, OrderModule],
   controllers: [ExportController],
   providers: [ExportService]
 })

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

@@ -1,4 +1,4 @@
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 
 import {
   Controller,

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

@@ -1,4 +1,4 @@
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
 import { DataEnhancerModule } from '@ghostfolio/api/services/data-provider/data-enhancer/data-enhancer.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 
@@ -9,7 +9,11 @@ import { HealthService } from './health.service';
 
 @Module({
   controllers: [HealthController],
-  imports: [ConfigurationModule, DataEnhancerModule, DataProviderModule],
+  imports: [
+    DataEnhancerModule,
+    DataProviderModule,
+    TransformDataSourceInRequestModule
+  ],
   providers: [HealthService]
 })
 export class HealthModule {}

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

@@ -1,7 +1,7 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { ImportResponse } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';

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

@@ -4,6 +4,8 @@ import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { PlatformModule } from '@ghostfolio/api/app/platform/platform.module';
 import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@@ -30,7 +32,9 @@ import { ImportService } from './import.service';
     PortfolioModule,
     PrismaModule,
     RedisCacheModule,
-    SymbolProfileModule
+    SymbolProfileModule,
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule
   ],
   providers: [ImportService]
 })

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

@@ -13,10 +13,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/da
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
-import {
-  DATA_GATHERING_QUEUE_PRIORITY_HIGH,
-  DATA_GATHERING_QUEUE_PRIORITY_MEDIUM
-} from '@ghostfolio/common/config';
+import { DATA_GATHERING_QUEUE_PRIORITY_HIGH } from '@ghostfolio/common/config';
 import {
   DATE_FORMAT,
   getAssetProfileIdentifier,
@@ -295,6 +292,7 @@ export class ImportService {
         figi,
         figiComposite,
         figiShareClass,
+        holdings,
         id,
         isin,
         name,
@@ -367,6 +365,7 @@ export class ImportService {
             figi,
             figiComposite,
             figiShareClass,
+            holdings,
             id,
             isin,
             name,
@@ -538,6 +537,7 @@ export class ImportService {
             assetSubClass: undefined,
             countries: undefined,
             createdAt: undefined,
+            holdings: undefined,
             id: undefined,
             sectors: undefined,
             updatedAt: undefined

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

@@ -1,4 +1,4 @@
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { InfoItem } from '@ghostfolio/common/interfaces';
 
 import { Controller, Get, UseInterceptors } from '@nestjs/common';

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

@@ -2,6 +2,7 @@ import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module'
 import { PlatformModule } from '@ghostfolio/api/app/platform/platform.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@@ -34,6 +35,7 @@ import { InfoService } from './info.service';
     RedisCacheModule,
     SymbolProfileModule,
     TagModule,
+    TransformDataSourceInResponseModule,
     UserModule
   ],
   providers: [InfoService]

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

@@ -1,4 +1,4 @@
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 
 import {
   Controller,

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

@@ -1,3 +1,4 @@
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 
@@ -8,7 +9,11 @@ import { LogoService } from './logo.service';
 
 @Module({
   controllers: [LogoController],
-  imports: [ConfigurationModule, SymbolProfileModule],
+  imports: [
+    ConfigurationModule,
+    SymbolProfileModule,
+    TransformDataSourceInRequestModule
+  ],
   providers: [LogoService]
 })
 export class LogoModule {}

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

@@ -1,3 +1,5 @@
+import { IsAfter1970Constraint } from '@ghostfolio/common/validator-constraints/is-after-1970';
+
 import {
   AssetClass,
   AssetSubClass,
@@ -15,7 +17,8 @@ import {
   IsNumber,
   IsOptional,
   IsString,
-  Min
+  Min,
+  Validate
 } from 'class-validator';
 import { isString } from 'lodash';
 
@@ -51,6 +54,7 @@ export class CreateOrderDto {
   dataSource?: DataSource;
 
   @IsISO8601()
+  @Validate(IsAfter1970Constraint)
   date: string;
 
   @IsNumber()

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

@@ -1,9 +1,9 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
-import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
@@ -11,7 +11,7 @@ import {
   DATA_GATHERING_QUEUE_PRIORITY_HIGH,
   HEADER_KEY_IMPERSONATION
 } from '@ghostfolio/common/config';
-import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { permissions } from '@ghostfolio/common/permissions';
 import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
 
 import {
@@ -53,8 +53,20 @@ export class OrderController {
   @Delete()
   @HasPermission(permissions.deleteOrder)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
-  public async deleteOrders(): Promise<number> {
+  public async deleteOrders(
+    @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('tags') filterByTags?: string
+  ): Promise<number> {
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByTags
+    });
+
     return this.orderService.deleteOrders({
+      filters,
+      userCurrency: this.request.user.Settings.settings.baseCurrency,
       userId: this.request.user.id
     });
   }
@@ -88,21 +100,26 @@ export class OrderController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
-    @Query('range') dateRange: DateRange = 'max',
+    @Query('range') dateRange?: DateRange,
     @Query('skip') skip?: number,
     @Query('sortColumn') sortColumn?: string,
     @Query('sortDirection') sortDirection?: Prisma.SortOrder,
     @Query('tags') filterByTags?: string,
     @Query('take') take?: number
   ): Promise<Activities> {
+    let endDate: Date;
+    let startDate: Date;
+
+    if (dateRange) {
+      ({ endDate, startDate } = getInterval(dateRange));
+    }
+
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
       filterByTags
     });
 
-    const { endDate, startDate } = getInterval(dateRange);
-
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(impersonationId);
     const userCurrency = this.request.user.Settings.settings.baseCurrency;

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

@@ -2,9 +2,10 @@ import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/accou
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CacheModule } from '@ghostfolio/api/app/cache/cache.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { RedactValuesInResponseModule } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
@@ -23,15 +24,16 @@ import { OrderService } from './order.service';
   imports: [
     ApiModule,
     CacheModule,
-    ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,
     ExchangeRateDataModule,
     ImpersonationModule,
     PrismaModule,
+    RedactValuesInResponseModule,
     RedisCacheModule,
     SymbolProfileModule,
-    UserModule
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule
   ],
   providers: [AccountBalanceService, AccountService, OrderService]
 })

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

@@ -10,7 +10,11 @@ import {
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
 import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
-import { Filter, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  EnhancedSymbolProfile,
+  Filter,
+  UniqueAsset
+} from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 
 import { Injectable } from '@nestjs/common';
@@ -194,16 +198,36 @@ export class OrderService {
     return order;
   }
 
-  public async deleteOrders(where: Prisma.OrderWhereInput): Promise<number> {
+  public async deleteOrders({
+    filters,
+    userCurrency,
+    userId
+  }: {
+    filters?: Filter[];
+    userCurrency: string;
+    userId: string;
+  }): Promise<number> {
+    const { activities } = await this.getOrders({
+      filters,
+      userId,
+      userCurrency,
+      includeDrafts: true,
+      withExcludedAccounts: true
+    });
+
     const { count } = await this.prismaService.order.deleteMany({
-      where
+      where: {
+        id: {
+          in: activities.map(({ id }) => {
+            return id;
+          })
+        }
+      }
     });
 
     this.eventEmitter.emit(
       PortfolioChangedEvent.getName(),
-      new PortfolioChangedEvent({
-        userId: <string>where.userId
-      })
+      new PortfolioChangedEvent({ userId })
     );
 
     return count;
@@ -409,6 +433,26 @@ export class OrderService {
     return { activities, count };
   }
 
+  public async getStatisticsByCurrency(
+    currency: EnhancedSymbolProfile['currency']
+  ): Promise<{
+    activitiesCount: EnhancedSymbolProfile['activitiesCount'];
+    dateOfFirstActivity: EnhancedSymbolProfile['dateOfFirstActivity'];
+  }> {
+    const { _count, _min } = await this.prismaService.order.aggregate({
+      _count: true,
+      _min: {
+        date: true
+      },
+      where: { SymbolProfile: { currency } }
+    });
+
+    return {
+      activitiesCount: _count as number,
+      dateOfFirstActivity: _min.date
+    };
+  }
+
   public async order(
     orderWhereUniqueInput: Prisma.OrderWhereUniqueInput
   ): Promise<Order | null> {

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

@@ -1,3 +1,5 @@
+import { IsAfter1970Constraint } from '@ghostfolio/common/validator-constraints/is-after-1970';
+
 import {
   AssetClass,
   AssetSubClass,
@@ -14,7 +16,8 @@ import {
   IsNumber,
   IsOptional,
   IsString,
-  Min
+  Min,
+  Validate
 } from 'class-validator';
 import { isString } from 'lodash';
 
@@ -49,6 +52,7 @@ export class UpdateOrderDto {
   dataSource: DataSource;
 
   @IsISO8601()
+  @Validate(IsAfter1970Constraint)
   date: string;
 
   @IsNumber()

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

@@ -20,6 +20,7 @@ export const symbolProfileDummyData = {
   assetSubClass: undefined,
   countries: [],
   createdAt: undefined,
+  holdings: [],
   id: undefined,
   sectors: [],
   updatedAt: undefined

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

@@ -32,6 +32,7 @@ export class PortfolioCalculatorFactory {
     calculationType,
     currency,
     dateRange = 'max',
+    hasFilters,
     isExperimentalFeatures = false,
     userId
   }: {
@@ -40,9 +41,12 @@ export class PortfolioCalculatorFactory {
     calculationType: PerformanceCalculationType;
     currency: string;
     dateRange?: DateRange;
+    hasFilters: boolean;
     isExperimentalFeatures?: boolean;
     userId: string;
   }): PortfolioCalculator {
+    const useCache = !hasFilters && isExperimentalFeatures;
+
     switch (calculationType) {
       case PerformanceCalculationType.MWR:
         return new MWRPortfolioCalculator({
@@ -50,7 +54,7 @@ export class PortfolioCalculatorFactory {
           activities,
           currency,
           dateRange,
-          isExperimentalFeatures,
+          useCache,
           userId,
           configurationService: this.configurationService,
           currentRateService: this.currentRateService,
@@ -64,7 +68,7 @@ export class PortfolioCalculatorFactory {
           currency,
           currentRateService: this.currentRateService,
           dateRange,
-          isExperimentalFeatures,
+          useCache,
           userId,
           configurationService: this.configurationService,
           exchangeRateDataService: this.exchangeRateDataService,

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

@@ -37,6 +37,7 @@ import {
   eachDayOfInterval,
   endOfDay,
   format,
+  isAfter,
   isBefore,
   isSameDay,
   max,
@@ -44,26 +45,26 @@ import {
   subDays
 } from 'date-fns';
 import { first, last, uniq, uniqBy } from 'lodash';
-import ms from 'ms';
 
 export abstract class PortfolioCalculator {
   protected static readonly ENABLE_LOGGING = false;
 
   protected accountBalanceItems: HistoricalDataItem[];
-  protected orders: PortfolioOrder[];
+  protected activities: PortfolioOrder[];
 
   private configurationService: ConfigurationService;
   private currency: string;
   private currentRateService: CurrentRateService;
   private dataProviderInfos: DataProviderInfo[];
+  private dateRange: DateRange;
   private endDate: Date;
   private exchangeRateDataService: ExchangeRateDataService;
-  private isExperimentalFeatures: boolean;
   private redisCacheService: RedisCacheService;
   private snapshot: PortfolioSnapshot;
   private snapshotPromise: Promise<void>;
   private startDate: Date;
   private transactionPoints: TransactionPoint[];
+  private useCache: boolean;
   private userId: string;
 
   public constructor({
@@ -74,8 +75,8 @@ export abstract class PortfolioCalculator {
     currentRateService,
     dateRange,
     exchangeRateDataService,
-    isExperimentalFeatures,
     redisCacheService,
+    useCache,
     userId
   }: {
     accountBalanceItems: HistoricalDataItem[];
@@ -85,18 +86,18 @@ export abstract class PortfolioCalculator {
     currentRateService: CurrentRateService;
     dateRange: DateRange;
     exchangeRateDataService: ExchangeRateDataService;
-    isExperimentalFeatures: boolean;
     redisCacheService: RedisCacheService;
+    useCache: boolean;
     userId: string;
   }) {
     this.accountBalanceItems = accountBalanceItems;
     this.configurationService = configurationService;
     this.currency = currency;
     this.currentRateService = currentRateService;
+    this.dateRange = dateRange;
     this.exchangeRateDataService = exchangeRateDataService;
-    this.isExperimentalFeatures = isExperimentalFeatures;
 
-    this.orders = activities
+    this.activities = activities
       .map(
         ({
           date,
@@ -107,6 +108,12 @@ export abstract class PortfolioCalculator {
           type,
           unitPrice
         }) => {
+          if (isAfter(date, new Date(Date.now()))) {
+            // Adapt date to today if activity is in future (e.g. liability)
+            // to include it in the interval
+            date = endOfDay(new Date(Date.now()));
+          }
+
           return {
             SymbolProfile,
             tags,
@@ -123,6 +130,7 @@ export abstract class PortfolioCalculator {
       });
 
     this.redisCacheService = redisCacheService;
+    this.useCache = useCache;
     this.userId = userId;
 
     const { endDate, startDate } = getInterval(dateRange);
@@ -917,7 +925,7 @@ export abstract class PortfolioCalculator {
       tags,
       type,
       unitPrice
-    } of this.orders) {
+    } of this.activities) {
       let currentTransactionPointItem: TransactionPointSymbol;
       const oldAccumulatedSymbol = symbols[SymbolProfile.symbol];
 
@@ -1041,11 +1049,13 @@ export abstract class PortfolioCalculator {
   }
 
   private async initialize() {
-    if (this.isExperimentalFeatures) {
+    if (this.useCache) {
       const startTimeTotal = performance.now();
 
       const cachedSnapshot = await this.redisCacheService.get(
-        this.redisCacheService.getPortfolioSnapshotKey(this.userId)
+        this.redisCacheService.getPortfolioSnapshotKey({
+          userId: this.userId
+        })
       );
 
       if (cachedSnapshot) {
@@ -1068,7 +1078,9 @@ export abstract class PortfolioCalculator {
         );
 
         this.redisCacheService.set(
-          this.redisCacheService.getPortfolioSnapshotKey(this.userId),
+          this.redisCacheService.getPortfolioSnapshotKey({
+            userId: this.userId
+          }),
           JSON.stringify(this.snapshot),
           this.configurationService.get('CACHE_QUOTES_TTL')
         );

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

@@ -123,6 +123,7 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'CHF',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -108,6 +108,7 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'CHF',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -93,6 +93,7 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'CHF',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -121,6 +121,7 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'CHF',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -93,6 +93,7 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'USD',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -106,6 +106,7 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'CHF',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -93,6 +93,7 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'USD',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -74,7 +74,7 @@ describe('PortfolioCalculator', () => {
       const activities: Activity[] = [
         {
           ...activityDummyData,
-          date: new Date('2022-01-01'),
+          date: new Date('2023-01-01'), // Date in future
           fee: 0,
           quantity: 1,
           SymbolProfile: {
@@ -93,64 +93,16 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'USD',
+        hasFilters: false,
         userId: userDummyData.id
       });
 
-      const portfolioSnapshot = await portfolioCalculator.computeSnapshot(
-        parseDate('2022-01-01')
-      );
-
       spy.mockRestore();
 
-      expect(portfolioSnapshot).toEqual({
-        currentValueInBaseCurrency: new Big('0'),
-        errors: [],
-        grossPerformance: new Big('0'),
-        grossPerformancePercentage: new Big('0'),
-        grossPerformancePercentageWithCurrencyEffect: new Big('0'),
-        grossPerformanceWithCurrencyEffect: new Big('0'),
-        hasErrors: true,
-        netPerformance: new Big('0'),
-        netPerformancePercentage: new Big('0'),
-        netPerformancePercentageWithCurrencyEffect: new Big('0'),
-        netPerformanceWithCurrencyEffect: new Big('0'),
-        positions: [
-          {
-            averagePrice: new Big('3000'),
-            currency: 'USD',
-            dataSource: 'MANUAL',
-            dividend: new Big('0'),
-            dividendInBaseCurrency: new Big('0'),
-            fee: new Big('0'),
-            firstBuyDate: '2022-01-01',
-            grossPerformance: null,
-            grossPerformancePercentage: null,
-            grossPerformancePercentageWithCurrencyEffect: null,
-            grossPerformanceWithCurrencyEffect: null,
-            investment: new Big('0'),
-            investmentWithCurrencyEffect: new Big('0'),
-            marketPrice: null,
-            marketPriceInBaseCurrency: 3000,
-            netPerformance: null,
-            netPerformancePercentage: null,
-            netPerformancePercentageWithCurrencyEffect: null,
-            netPerformanceWithCurrencyEffect: null,
-            quantity: new Big('0'),
-            symbol: '55196015-1365-4560-aa60-8751ae6d18f8',
-            tags: [],
-            timeWeightedInvestment: new Big('0'),
-            timeWeightedInvestmentWithCurrencyEffect: new Big('0'),
-            transactionCount: 1,
-            valueInBaseCurrency: new Big('0')
-          }
-        ],
-        totalFeesWithCurrencyEffect: new Big('0'),
-        totalInterestWithCurrencyEffect: new Big('0'),
-        totalInvestment: new Big('0'),
-        totalInvestmentWithCurrencyEffect: new Big('0'),
-        totalLiabilitiesWithCurrencyEffect: new Big('0'),
-        totalValuablesWithCurrencyEffect: new Big('0')
-      });
+      const liabilitiesInBaseCurrency =
+        await portfolioCalculator.getLiabilitiesInBaseCurrency();
+
+      expect(liabilitiesInBaseCurrency).toEqual(new Big(3000));
     });
   });
 });

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

@@ -121,6 +121,7 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'USD',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -71,6 +71,7 @@ describe('PortfolioCalculator', () => {
         activities: [],
         calculationType: PerformanceCalculationType.TWR,
         currency: 'CHF',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -108,6 +108,7 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'CHF',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -108,6 +108,7 @@ describe('PortfolioCalculator', () => {
         activities,
         calculationType: PerformanceCalculationType.TWR,
         currency: 'CHF',
+        hasFilters: false,
         userId: userDummyData.id
       });
 

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

@@ -203,7 +203,7 @@ export class TWRPortfolioCalculator extends PortfolioCalculator {
     let valueAtStartDateWithCurrencyEffect: Big;
 
     // Clone orders to keep the original values in this.orders
-    let orders: PortfolioOrderItem[] = cloneDeep(this.orders).filter(
+    let orders: PortfolioOrderItem[] = cloneDeep(this.activities).filter(
       ({ SymbolProfile }) => {
         return SymbolProfile.symbol === symbol;
       }

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

@@ -8,6 +8,13 @@ import { GetValuesParams } from './interfaces/get-values-params.interface';
 
 function mockGetValue(symbol: string, date: Date) {
   switch (symbol) {
+    case '55196015-1365-4560-aa60-8751ae6d18f8':
+      if (isSameDay(parseDate('2022-01-31'), date)) {
+        return { marketPrice: 3000 };
+      }
+
+      return { marketPrice: 0 };
+
     case 'BALN.SW':
       if (isSameDay(parseDate('2021-11-12'), date)) {
         return { marketPrice: 146 };

apps/api/src/app/portfolio/interfaces/portfolio-holding-detail.interface.ts

@@ -7,7 +7,7 @@ import {
 
 import { Account, Tag } from '@prisma/client';
 
-export interface PortfolioPositionDetail {
+export interface PortfolioHoldingDetail {
   accounts: Account[];
   averagePrice: number;
   dataProviderInfo: DataProviderInfo;

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

@@ -1,5 +0,0 @@
-import { Position } from '@ghostfolio/common/interfaces';
-
-export interface PortfolioPositions {
-  positions: Position[];
-}

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

@@ -7,9 +7,9 @@ import {
   nullifyValuesInObject
 } from '@ghostfolio/api/helper/object.helper';
 import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
-import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@@ -27,6 +27,10 @@ import {
   PortfolioPublicDetails,
   PortfolioReport
 } from '@ghostfolio/common/interfaces';
+import {
+  hasReadRestrictedAccessPermission,
+  isRestrictedView
+} from '@ghostfolio/common/permissions';
 import type {
   DateRange,
   GroupBy,
@@ -51,8 +55,7 @@ import { AssetClass, AssetSubClass } from '@prisma/client';
 import { Big } from 'big.js';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
-import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
-import { PortfolioPositions } from './interfaces/portfolio-positions.interface';
+import { PortfolioHoldingDetail } from './interfaces/portfolio-holding-detail.interface';
 import { PortfolioService } from './portfolio.service';
 
 @Controller('portfolio')
@@ -85,11 +88,6 @@ export class PortfolioController {
 
     let hasDetails = true;
     let hasError = false;
-    const hasReadRestrictedAccessPermission =
-      this.userService.hasReadRestrictedAccessPermission({
-        impersonationId,
-        user: this.request.user
-      });
 
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       hasDetails = this.request.user.subscription.type === 'Premium';
@@ -118,8 +116,11 @@ export class PortfolioController {
     let portfolioSummary = summary;
 
     if (
-      hasReadRestrictedAccessPermission ||
-      this.userService.isRestrictedView(this.request.user)
+      hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      }) ||
+      isRestrictedView(this.request.user)
     ) {
       const totalInvestment = Object.values(holdings)
         .map(({ investment }) => {
@@ -159,27 +160,30 @@ export class PortfolioController {
 
     if (
       hasDetails === false ||
-      hasReadRestrictedAccessPermission ||
-      this.userService.isRestrictedView(this.request.user)
+      hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      }) ||
+      isRestrictedView(this.request.user)
     ) {
       portfolioSummary = nullifyValuesInObject(summary, [
         'cash',
         'committedFunds',
-        'currentGrossPerformance',
-        'currentGrossPerformanceWithCurrencyEffect',
-        'currentNetPerformance',
-        'currentNetPerformanceWithCurrencyEffect',
         'currentNetWorth',
-        'currentValue',
+        'currentValueInBaseCurrency',
         'dividendInBaseCurrency',
         'emergencyFund',
         'excludedAccountsAndActivities',
         'fees',
         'filteredValueInBaseCurrency',
         'fireWealth',
+        'grossPerformance',
+        'grossPerformanceWithCurrencyEffect',
         'interest',
         'items',
         'liabilities',
+        'netPerformance',
+        'netPerformanceWithCurrencyEffect',
         'totalBuy',
         'totalInvestment',
         'totalSell',
@@ -200,6 +204,7 @@ export class PortfolioController {
             : undefined,
         countries: hasDetails ? portfolioPosition.countries : [],
         currency: hasDetails ? portfolioPosition.currency : undefined,
+        holdings: hasDetails ? portfolioPosition.holdings : [],
         markets: hasDetails ? portfolioPosition.markets : undefined,
         marketsAdvanced: hasDetails
           ? portfolioPosition.marketsAdvanced
@@ -227,12 +232,6 @@ export class PortfolioController {
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioDividends> {
-    const hasReadRestrictedAccessPermission =
-      this.userService.hasReadRestrictedAccessPermission({
-        impersonationId,
-        user: this.request.user
-      });
-
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
@@ -260,8 +259,11 @@ export class PortfolioController {
     });
 
     if (
-      hasReadRestrictedAccessPermission ||
-      this.userService.isRestrictedView(this.request.user)
+      hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      }) ||
+      isRestrictedView(this.request.user)
     ) {
       const maxDividend = dividends.reduce(
         (investment, item) => Math.max(investment, item.investment),
@@ -327,12 +329,6 @@ export class PortfolioController {
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioInvestments> {
-    const hasReadRestrictedAccessPermission =
-      this.userService.hasReadRestrictedAccessPermission({
-        impersonationId,
-        user: this.request.user
-      });
-
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
@@ -348,8 +344,11 @@ export class PortfolioController {
     });
 
     if (
-      hasReadRestrictedAccessPermission ||
-      this.userService.isRestrictedView(this.request.user)
+      hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      }) ||
+      isRestrictedView(this.request.user)
     ) {
       const maxInvestment = investments.reduce(
         (investment, item) => Math.max(investment, item.investment),
@@ -398,12 +397,6 @@ export class PortfolioController {
   ): Promise<PortfolioPerformanceResponse> {
     const withExcludedAccounts = withExcludedAccountsParam === 'true';
 
-    const hasReadRestrictedAccessPermission =
-      this.userService.hasReadRestrictedAccessPermission({
-        impersonationId,
-        user: this.request.user
-      });
-
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
@@ -419,9 +412,12 @@ export class PortfolioController {
     });
 
     if (
-      hasReadRestrictedAccessPermission ||
-      this.request.user.Settings.settings.viewMode === 'ZEN' ||
-      this.userService.isRestrictedView(this.request.user)
+      hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      }) ||
+      isRestrictedView(this.request.user) ||
+      this.request.user.Settings.settings.viewMode === 'ZEN'
     ) {
       performanceInformation.chart = performanceInformation.chart.map(
         ({
@@ -449,10 +445,14 @@ export class PortfolioController {
                     .div(performanceInformation.performance.totalInvestment)
                     .toNumber(),
             valueInPercentage:
-              performanceInformation.performance.currentValue === 0
+              performanceInformation.performance.currentValueInBaseCurrency ===
+              0
                 ? 0
                 : new Big(value)
-                    .div(performanceInformation.performance.currentValue)
+                    .div(
+                      performanceInformation.performance
+                        .currentValueInBaseCurrency
+                    )
                     .toNumber()
           };
         }
@@ -461,12 +461,12 @@ export class PortfolioController {
       performanceInformation.performance = nullifyValuesInObject(
         performanceInformation.performance,
         [
-          'currentGrossPerformance',
-          'currentGrossPerformanceWithCurrencyEffect',
-          'currentNetPerformance',
-          'currentNetPerformanceWithCurrencyEffect',
           'currentNetWorth',
-          'currentValue',
+          'currentValueInBaseCurrency',
+          'grossPerformance',
+          'grossPerformanceWithCurrencyEffect',
+          'netPerformance',
+          'netPerformanceWithCurrencyEffect',
           'totalInvestment'
         ]
       );
@@ -483,39 +483,13 @@ export class PortfolioController {
       );
       performanceInformation.performance = nullifyValuesInObject(
         performanceInformation.performance,
-        ['currentNetPerformance', 'currentNetPerformancePercent']
+        ['netPerformance']
       );
     }
 
     return performanceInformation;
   }
 
-  @Get('positions')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
-  @UseInterceptors(RedactValuesInResponseInterceptor)
-  @UseInterceptors(TransformDataSourceInResponseInterceptor)
-  public async getPositions(
-    @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
-    });
-
-    return this.portfolioService.getPositions({
-      dateRange,
-      filters,
-      impersonationId
-    });
-  }
-
   @Get('public/:accessId')
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getPublic(
@@ -592,7 +566,7 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Param('dataSource') dataSource,
     @Param('symbol') symbol
-  ): Promise<PortfolioPositionDetail> {
+  ): Promise<PortfolioHoldingDetail> {
     const position = await this.portfolioService.getPosition(
       dataSource,
       impersonationId,

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

@@ -4,6 +4,9 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { RedactValuesInResponseModule } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
@@ -36,8 +39,11 @@ import { RulesService } from './rules.service';
     MarketDataModule,
     OrderModule,
     PrismaModule,
+    RedactValuesInResponseModule,
     RedisCacheModule,
     SymbolProfileModule,
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule,
     UserModule
   ],
   providers: [

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

@@ -27,7 +27,7 @@ describe('PortfolioService', () => {
         portfolioService
           .getAnnualizedPerformancePercent({
             daysInMarket: NaN, // differenceInDays of date-fns returns NaN for the same day
-            netPerformancePercent: new Big(0)
+            netPerformancePercentage: new Big(0)
           })
           .toNumber()
       ).toEqual(0);
@@ -36,7 +36,7 @@ describe('PortfolioService', () => {
         portfolioService
           .getAnnualizedPerformancePercent({
             daysInMarket: 0,
-            netPerformancePercent: new Big(0)
+            netPerformancePercentage: new Big(0)
           })
           .toNumber()
       ).toEqual(0);
@@ -48,7 +48,7 @@ describe('PortfolioService', () => {
         portfolioService
           .getAnnualizedPerformancePercent({
             daysInMarket: 65, // < 1 year
-            netPerformancePercent: new Big(0.1025)
+            netPerformancePercentage: new Big(0.1025)
           })
           .toNumber()
       ).toBeCloseTo(0.729705);
@@ -57,7 +57,7 @@ describe('PortfolioService', () => {
         portfolioService
           .getAnnualizedPerformancePercent({
             daysInMarket: 365, // 1 year
-            netPerformancePercent: new Big(0.05)
+            netPerformancePercentage: new Big(0.05)
           })
           .toNumber()
       ).toBeCloseTo(0.05);
@@ -69,7 +69,7 @@ describe('PortfolioService', () => {
         portfolioService
           .getAnnualizedPerformancePercent({
             daysInMarket: 575, // > 1 year
-            netPerformancePercent: new Big(0.2374)
+            netPerformancePercentage: new Big(0.2374)
           })
           .toNumber()
       ).toBeCloseTo(0.145);

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

@@ -77,7 +77,7 @@ import {
   PerformanceCalculationType,
   PortfolioCalculatorFactory
 } from './calculator/portfolio-calculator.factory';
-import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
+import { PortfolioHoldingDetail } from './interfaces/portfolio-holding-detail.interface';
 import { RulesService } from './rules.service';
 
 const asiaPacificMarkets = require('../../assets/countries/asia-pacific-markets.json');
@@ -208,16 +208,16 @@ export class PortfolioService {
 
   public getAnnualizedPerformancePercent({
     daysInMarket,
-    netPerformancePercent
+    netPerformancePercentage
   }: {
     daysInMarket: number;
-    netPerformancePercent: Big;
+    netPerformancePercentage: Big;
   }): Big {
     if (isNumber(daysInMarket) && daysInMarket > 0) {
       const exponent = new Big(365).div(daysInMarket).toNumber();
 
       return new Big(
-        Math.pow(netPerformancePercent.plus(1).toNumber(), exponent)
+        Math.pow(netPerformancePercentage.plus(1).toNumber(), exponent)
       ).minus(1);
     }
 
@@ -277,9 +277,11 @@ export class PortfolioService {
 
     const portfolioCalculator = this.calculatorFactory.createCalculator({
       activities,
+      dateRange,
       userId,
       calculationType: PerformanceCalculationType.TWR,
       currency: this.request.user.Settings.settings.baseCurrency,
+      hasFilters: filters?.length > 0,
       isExperimentalFeatures:
         this.request.user.Settings.settings.isExperimentalFeatures
     });
@@ -358,8 +360,9 @@ export class PortfolioService {
       userId,
       calculationType: PerformanceCalculationType.TWR,
       currency: userCurrency,
+      hasFilters: true, // disable cache
       isExperimentalFeatures:
-        this.request.user.Settings.settings.isExperimentalFeatures
+        this.request.user?.Settings.settings.isExperimentalFeatures
     });
 
     const { currentValueInBaseCurrency, hasErrors, positions } =
@@ -496,6 +499,7 @@ export class PortfolioService {
           grossPerformancePercentageWithCurrencyEffect?.toNumber() ?? 0,
         grossPerformanceWithCurrencyEffect:
           grossPerformanceWithCurrencyEffect?.toNumber() ?? 0,
+        holdings: assetProfile.holdings,
         investment: investment.toNumber(),
         marketState: dataProviderResponse?.marketState ?? 'delayed',
         name: assetProfile.name,
@@ -599,7 +603,7 @@ export class PortfolioService {
     aDataSource: DataSource,
     aImpersonationId: string,
     aSymbol: string
-  ): Promise<PortfolioPositionDetail> {
+  ): Promise<PortfolioHoldingDetail> {
     const userId = await this.getUserId(aImpersonationId, this.request.user.id);
     const user = await this.userService.user({ id: userId });
     const userCurrency = this.getUserCurrency(user);
@@ -660,6 +664,7 @@ export class PortfolioService {
       }),
       calculationType: PerformanceCalculationType.TWR,
       currency: userCurrency,
+      hasFilters: true,
       isExperimentalFeatures:
         this.request.user.Settings.settings.isExperimentalFeatures
     });
@@ -689,7 +694,7 @@ export class PortfolioService {
         transactionCount
       } = position;
 
-      const accounts: PortfolioPositionDetail['accounts'] = uniqBy(
+      const accounts: PortfolioHoldingDetail['accounts'] = uniqBy(
         orders.filter(({ Account }) => {
           return Account;
         }),
@@ -700,17 +705,21 @@ export class PortfolioService {
 
       const dividendYieldPercent = this.getAnnualizedPerformancePercent({
         daysInMarket: differenceInDays(new Date(), parseDate(firstBuyDate)),
-        netPerformancePercent: dividendInBaseCurrency.div(
-          timeWeightedInvestment
-        )
+        netPerformancePercentage: timeWeightedInvestment.eq(0)
+          ? new Big(0)
+          : dividendInBaseCurrency.div(timeWeightedInvestment)
       });
 
       const dividendYieldPercentWithCurrencyEffect =
         this.getAnnualizedPerformancePercent({
           daysInMarket: differenceInDays(new Date(), parseDate(firstBuyDate)),
-          netPerformancePercent: dividendInBaseCurrency.div(
-            timeWeightedInvestmentWithCurrencyEffect
+          netPerformancePercentage: timeWeightedInvestmentWithCurrencyEffect.eq(
+            0
           )
+            ? new Big(0)
+            : dividendInBaseCurrency.div(
+                timeWeightedInvestmentWithCurrencyEffect
+              )
         });
 
       const historicalData = await this.dataProviderService.getHistorical(
@@ -931,6 +940,7 @@ export class PortfolioService {
       userId,
       calculationType: PerformanceCalculationType.TWR,
       currency: this.request.user.Settings.settings.baseCurrency,
+      hasFilters: filters?.length > 0,
       isExperimentalFeatures:
         this.request.user.Settings.settings.isExperimentalFeatures
     });
@@ -1085,7 +1095,7 @@ export class PortfolioService {
       )
     );
 
-    const { endDate, startDate } = getInterval(dateRange);
+    const { endDate } = getInterval(dateRange);
 
     const { activities } = await this.orderService.getOrders({
       endDate,
@@ -1101,16 +1111,16 @@ export class PortfolioService {
         firstOrderDate: undefined,
         hasErrors: false,
         performance: {
-          currentGrossPerformance: 0,
-          currentGrossPerformancePercent: 0,
-          currentGrossPerformancePercentWithCurrencyEffect: 0,
-          currentGrossPerformanceWithCurrencyEffect: 0,
-          currentNetPerformance: 0,
-          currentNetPerformancePercent: 0,
-          currentNetPerformancePercentWithCurrencyEffect: 0,
-          currentNetPerformanceWithCurrencyEffect: 0,
           currentNetWorth: 0,
-          currentValue: 0,
+          currentValueInBaseCurrency: 0,
+          grossPerformance: 0,
+          grossPerformancePercentage: 0,
+          grossPerformancePercentageWithCurrencyEffect: 0,
+          grossPerformanceWithCurrencyEffect: 0,
+          netPerformance: 0,
+          netPerformancePercentage: 0,
+          netPerformancePercentageWithCurrencyEffect: 0,
+          netPerformanceWithCurrencyEffect: 0,
           totalInvestment: 0
         }
       };
@@ -1123,6 +1133,7 @@ export class PortfolioService {
       userId,
       calculationType: PerformanceCalculationType.TWR,
       currency: userCurrency,
+      hasFilters: filters?.length > 0,
       isExperimentalFeatures:
         this.request.user.Settings.settings.isExperimentalFeatures
     });
@@ -1144,9 +1155,9 @@ export class PortfolioService {
 
     let currentNetPerformance = netPerformance;
 
-    let currentNetPerformancePercent = netPerformancePercentage;
+    let currentNetPerformancePercentage = netPerformancePercentage;
 
-    let currentNetPerformancePercentWithCurrencyEffect =
+    let currentNetPerformancePercentageWithCurrencyEffect =
       netPerformancePercentageWithCurrencyEffect;
 
     let currentNetPerformanceWithCurrencyEffect =
@@ -1165,11 +1176,11 @@ export class PortfolioService {
     if (itemOfToday) {
       currentNetPerformance = new Big(itemOfToday.netPerformance);
 
-      currentNetPerformancePercent = new Big(
+      currentNetPerformancePercentage = new Big(
         itemOfToday.netPerformanceInPercentage
       ).div(100);
 
-      currentNetPerformancePercentWithCurrencyEffect = new Big(
+      currentNetPerformancePercentageWithCurrencyEffect = new Big(
         itemOfToday.netPerformanceInPercentageWithCurrencyEffect
       ).div(100);
 
@@ -1187,19 +1198,19 @@ export class PortfolioService {
       firstOrderDate: parseDate(items[0]?.date),
       performance: {
         currentNetWorth,
-        currentGrossPerformance: grossPerformance.toNumber(),
-        currentGrossPerformancePercent: grossPerformancePercentage.toNumber(),
-        currentGrossPerformancePercentWithCurrencyEffect:
+        currentValueInBaseCurrency: currentValueInBaseCurrency.toNumber(),
+        grossPerformance: grossPerformance.toNumber(),
+        grossPerformancePercentage: grossPerformancePercentage.toNumber(),
+        grossPerformancePercentageWithCurrencyEffect:
           grossPerformancePercentageWithCurrencyEffect.toNumber(),
-        currentGrossPerformanceWithCurrencyEffect:
+        grossPerformanceWithCurrencyEffect:
           grossPerformanceWithCurrencyEffect.toNumber(),
-        currentNetPerformance: currentNetPerformance.toNumber(),
-        currentNetPerformancePercent: currentNetPerformancePercent.toNumber(),
-        currentNetPerformancePercentWithCurrencyEffect:
-          currentNetPerformancePercentWithCurrencyEffect.toNumber(),
-        currentNetPerformanceWithCurrencyEffect:
+        netPerformance: currentNetPerformance.toNumber(),
+        netPerformancePercentage: currentNetPerformancePercentage.toNumber(),
+        netPerformancePercentageWithCurrencyEffect:
+          currentNetPerformancePercentageWithCurrencyEffect.toNumber(),
+        netPerformanceWithCurrencyEffect:
           currentNetPerformanceWithCurrencyEffect.toNumber(),
-        currentValue: currentValueInBaseCurrency.toNumber(),
         totalInvestment: totalInvestment.toNumber()
       }
     };
@@ -1220,6 +1231,7 @@ export class PortfolioService {
       userId,
       calculationType: PerformanceCalculationType.TWR,
       currency: this.request.user.Settings.settings.baseCurrency,
+      hasFilters: false,
       isExperimentalFeatures:
         this.request.user.Settings.settings.isExperimentalFeatures
     });
@@ -1454,6 +1466,7 @@ export class PortfolioService {
       grossPerformancePercent: 0,
       grossPerformancePercentWithCurrencyEffect: 0,
       grossPerformanceWithCurrencyEffect: 0,
+      holdings: [],
       investment: balance,
       marketPrice: 0,
       marketState: 'open',
@@ -1595,11 +1608,6 @@ export class PortfolioService {
     userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
 
-    const performanceInformation = await this.getPerformance({
-      impersonationId,
-      userId
-    });
-
     const { activities } = await this.orderService.getOrders({
       userCurrency,
       userId,
@@ -1617,6 +1625,19 @@ export class PortfolioService {
       }
     }
 
+    const {
+      currentValueInBaseCurrency,
+      grossPerformance,
+      grossPerformancePercentage,
+      grossPerformancePercentageWithCurrencyEffect,
+      grossPerformanceWithCurrencyEffect,
+      netPerformance,
+      netPerformancePercentage,
+      netPerformancePercentageWithCurrencyEffect,
+      netPerformanceWithCurrencyEffect,
+      totalInvestment
+    } = await portfolioCalculator.getSnapshot();
+
     const dividendInBaseCurrency =
       await portfolioCalculator.getDividendInBaseCurrency();
 
@@ -1685,7 +1706,7 @@ export class PortfolioService {
       .toNumber();
 
     const netWorth = new Big(balanceInBaseCurrency)
-      .plus(performanceInformation.performance.currentValue)
+      .plus(currentValueInBaseCurrency)
       .plus(valuables)
       .plus(excludedAccountsAndActivities)
       .minus(liabilities)
@@ -1695,21 +1716,18 @@ export class PortfolioService {
 
     const annualizedPerformancePercent = this.getAnnualizedPerformancePercent({
       daysInMarket,
-      netPerformancePercent: new Big(
-        performanceInformation.performance.currentNetPerformancePercent
-      )
+      netPerformancePercentage: new Big(netPerformancePercentage)
     })?.toNumber();
 
     const annualizedPerformancePercentWithCurrencyEffect =
       this.getAnnualizedPerformancePercent({
         daysInMarket,
-        netPerformancePercent: new Big(
-          performanceInformation.performance.currentNetPerformancePercentWithCurrencyEffect
+        netPerformancePercentage: new Big(
+          netPerformancePercentageWithCurrencyEffect
         )
       })?.toNumber();
 
     return {
-      ...performanceInformation.performance,
       annualizedPerformancePercent,
       annualizedPerformancePercentWithCurrencyEffect,
       cash,
@@ -1718,6 +1736,7 @@ export class PortfolioService {
       totalBuy,
       totalSell,
       committedFunds: committedFunds.toNumber(),
+      currentValueInBaseCurrency: currentValueInBaseCurrency.toNumber(),
       dividendInBaseCurrency: dividendInBaseCurrency.toNumber(),
       emergencyFund: {
         assets: emergencyFundPositionsValueInBaseCurrency,
@@ -1731,15 +1750,28 @@ export class PortfolioService {
       filteredValueInPercentage: netWorth
         ? filteredValueInBaseCurrency.div(netWorth).toNumber()
         : undefined,
-      fireWealth: new Big(performanceInformation.performance.currentValue)
+      fireWealth: new Big(currentValueInBaseCurrency)
         .minus(emergencyFundPositionsValueInBaseCurrency)
         .toNumber(),
+      grossPerformance: grossPerformance.toNumber(),
+      grossPerformancePercentage: grossPerformancePercentage.toNumber(),
+      grossPerformancePercentageWithCurrencyEffect:
+        grossPerformancePercentageWithCurrencyEffect.toNumber(),
+      grossPerformanceWithCurrencyEffect:
+        grossPerformanceWithCurrencyEffect.toNumber(),
       interest: interest.toNumber(),
       items: valuables.toNumber(),
       liabilities: liabilities.toNumber(),
+      netPerformance: netPerformance.toNumber(),
+      netPerformancePercentage: netPerformancePercentage.toNumber(),
+      netPerformancePercentageWithCurrencyEffect:
+        netPerformancePercentageWithCurrencyEffect.toNumber(),
+      netPerformanceWithCurrencyEffect:
+        netPerformanceWithCurrencyEffect.toNumber(),
       ordersCount: activities.filter(({ type }) => {
-        return type === 'BUY' || type === 'SELL';
+        return ['BUY', 'SELL'].includes(type);
       }).length,
+      totalInvestment: totalInvestment.toNumber(),
       totalValueInBaseCurrency: netWorth
     };
   }

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

@@ -24,7 +24,7 @@ export class RedisCacheService {
     return this.cache.get(key);
   }
 
-  public getPortfolioSnapshotKey(userId: string) {
+  public getPortfolioSnapshotKey({ userId }: { userId: string }) {
     return `portfolio-snapshot-${userId}`;
   }
 

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

@@ -1,8 +1,10 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import {
   DATE_FORMAT,
   getYesterday,
   interpolate
 } from '@ghostfolio/common/helper';
+import { personalFinanceTools } from '@ghostfolio/common/personal-finance-tools';
 
 import { Controller, Get, Res, VERSION_NEUTRAL, Version } from '@nestjs/common';
 import { format } from 'date-fns';
@@ -14,7 +16,9 @@ import * as path from 'path';
 export class SitemapController {
   public sitemapXml = '';
 
-  public constructor() {
+  public constructor(
+    private readonly configurationService: ConfigurationService
+  ) {
     try {
       this.sitemapXml = fs.readFileSync(
         path.join(__dirname, 'assets', 'sitemap.xml'),
@@ -25,11 +29,51 @@ export class SitemapController {
 
   @Get()
   @Version(VERSION_NEUTRAL)
-  public async flushCache(@Res() response: Response): Promise<void> {
+  public async getSitemapXml(@Res() response: Response): Promise<void> {
+    const currentDate = format(getYesterday(), DATE_FORMAT);
+
     response.setHeader('content-type', 'application/xml');
     response.send(
       interpolate(this.sitemapXml, {
-        currentDate: format(getYesterday(), DATE_FORMAT)
+        currentDate,
+        personalFinanceTools: this.configurationService.get(
+          'ENABLE_FEATURE_SUBSCRIPTION'
+        )
+          ? personalFinanceTools
+              .map(({ alias, key }) => {
+                return [
+                  '<url>',
+                  `  <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/es/recursos/personal-finance-tools/alternativa-de-software-libre-a-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/fr/ressources/personal-finance-tools/alternative-open-source-a-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/pt/recursos/personal-finance-tools/alternativa-de-software-livre-ao-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>'
+                ].join('\n');
+              })
+              .join('\n')
+          : ''
       })
     );
   }

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

@@ -1,10 +1,4 @@
-import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
-import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 
 import { Module } from '@nestjs/common';
 
@@ -12,14 +6,6 @@ import { SitemapController } from './sitemap.controller';
 
 @Module({
   controllers: [SitemapController],
-  imports: [
-    ConfigurationModule,
-    DataGatheringModule,
-    DataProviderModule,
-    ExchangeRateDataModule,
-    PrismaModule,
-    RedisCacheModule,
-    SymbolProfileModule
-  ]
+  imports: [ConfigurationModule]
 })
 export class SitemapModule {}

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

@@ -22,7 +22,7 @@ export class SubscriptionService {
     this.stripe = new Stripe(
       this.configurationService.get('STRIPE_SECRET_KEY'),
       {
-        apiVersion: '2022-11-15'
+        apiVersion: '2024-04-10'
       }
     );
   }

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

@@ -1,6 +1,6 @@
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 

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

@@ -1,4 +1,5 @@
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
@@ -12,10 +13,11 @@ import { SymbolService } from './symbol.service';
   controllers: [SymbolController],
   exports: [SymbolService],
   imports: [
-    ConfigurationModule,
     DataProviderModule,
     MarketDataModule,
-    PrismaModule
+    PrismaModule,
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule
   ],
   providers: [SymbolService]
 })

apps/api/src/app/user/delete-own-user.dto.ts

@@ -0,0 +1,6 @@
+import { IsString } from 'class-validator';
+
+export class DeleteOwnUserDto {
+  @IsString()
+  accessToken: string;
+}

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

@@ -1,12 +1,9 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { User, UserSettings } from '@ghostfolio/common/interfaces';
-import {
-  hasPermission,
-  hasRole,
-  permissions
-} from '@ghostfolio/common/permissions';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 
 import {
@@ -29,6 +26,7 @@ import { User as UserModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { size } from 'lodash';
 
+import { DeleteOwnUserDto } from './delete-own-user.dto';
 import { UserItem } from './interfaces/user-item.interface';
 import { UpdateUserSettingDto } from './update-user-setting.dto';
 import { UserService } from './user.service';
@@ -36,12 +34,41 @@ import { UserService } from './user.service';
 @Controller('user')
 export class UserController {
   public constructor(
+    private readonly configurationService: ConfigurationService,
     private readonly jwtService: JwtService,
     private readonly propertyService: PropertyService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly userService: UserService
   ) {}
 
+  @Delete()
+  @HasPermission(permissions.deleteOwnUser)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  public async deleteOwnUser(
+    @Body() data: DeleteOwnUserDto
+  ): Promise<UserModel> {
+    const hashedAccessToken = this.userService.createAccessToken(
+      data.accessToken,
+      this.configurationService.get('ACCESS_TOKEN_SALT')
+    );
+
+    const [user] = await this.userService.users({
+      where: { accessToken: hashedAccessToken, id: this.request.user.id }
+    });
+
+    if (!user) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.userService.deleteUser({
+      accessToken: hashedAccessToken,
+      id: user.id
+    });
+  }
+
   @Delete(':id')
   @HasPermission(permissions.deleteUser)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
@@ -63,13 +90,6 @@ export class UserController {
   public async getUser(
     @Headers('accept-language') acceptLanguage: string
   ): Promise<User> {
-    if (hasRole(this.request.user, 'INACTIVE')) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),
-        StatusCodes.TOO_MANY_REQUESTS
-      );
-    }
-
     return this.userService.getUser(
       this.request.user,
       acceptLanguage?.split(',')?.[0]

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

@@ -121,28 +121,6 @@ export class UserService {
     return usersWithAdminRole.length > 0;
   }
 
-  public hasReadRestrictedAccessPermission({
-    impersonationId,
-    user
-  }: {
-    impersonationId: string;
-    user: UserWithSettings;
-  }) {
-    if (!impersonationId) {
-      return false;
-    }
-
-    const access = user.Access?.find(({ id }) => {
-      return id === impersonationId;
-    });
-
-    return access?.permissions?.includes('READ_RESTRICTED') ?? true;
-  }
-
-  public isRestrictedView(aUser: UserWithSettings) {
-    return aUser.Settings.settings.isRestrictedView ?? false;
-  }
-
   public async user(
     userWhereUniqueInput: Prisma.UserWhereUniqueInput
   ): Promise<UserWithSettings | null> {
@@ -262,10 +240,13 @@ export class UserService {
 
         // Reset benchmark
         user.Settings.settings.benchmark = undefined;
-      }
-
-      if (user.subscription?.type === 'Premium') {
+      } else if (user.subscription?.type === 'Premium') {
         currentPermissions.push(permissions.reportDataGlitch);
+
+        currentPermissions = without(
+          currentPermissions,
+          permissions.deleteOwnUser
+        );
       }
     }
 

apps/api/src/assets/sitemap.xml

@@ -54,206 +54,6 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-8figures</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-allinvestview</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-allvue-systems</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-altoo</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-basil-finance</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-beanvest</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capitally</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capmon</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-compound-planning</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-copilot-money</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-de.fi</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-delta</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-divvydiary</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-empower</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-exirio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-fina</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finary</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finwise</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-folishare</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-getquin</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-gospatz</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-intuit-mint</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-justetf</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-kubera</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-magnifi</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-markets.sh</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-maybe-finance</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monarch-money</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monse</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-parqet</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-plannix</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-portfolio-dividend-tracker</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-portseido</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-projectionlab</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-rocket-money</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-seeking-alpha</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sharesight</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-simple-portfolio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-snowball-analytics</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-stockle</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-stockmarketeye</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sumio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-tiller</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-utluna</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-vyzer</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthfolio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthica</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-whal</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-yeekatee</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-ynab</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
   <url>
     <loc>https://ghostfol.io/de/ueber-uns</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -408,206 +208,6 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-8figures</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-allinvestview</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-allvue-systems</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-altoo</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-basil-finance</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-beanvest</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capitally</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capmon</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-compound-planning</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-copilot-money</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-de.fi</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-delta</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-divvydiary</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-empower</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-exirio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-fina</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finary</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finwise</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-folishare</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-getquin</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-gospatz</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-intuit-mint</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-justetf</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-kubera</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-magnifi</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
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@@ -638,6 +238,10 @@
     <loc>https://ghostfol.io/es/recursos</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/es/recursos/personal-finance-tools</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
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     <loc>https://ghostfol.io/es/registro</loc>
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@@ -716,6 +320,10 @@
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     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/fr/ressources/personal-finance-tools</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it</loc>
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@@ -774,206 +382,6 @@
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@@ -986,206 +394,6 @@
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-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-finwise</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-folishare</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-getquin</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-gospatz</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-intuit-mint</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-justetf</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-kubera</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-magnifi</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-markets.sh</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-maybe-finance</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monarch-money</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monse</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-parqet</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-plannix</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-portfolio-dividend-tracker</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-portseido</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-projectionlab</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-rocket-money</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-seeking-alpha</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sharesight</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-simple-portfolio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-snowball-analytics</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-stockle</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-stockmarketeye</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sumio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-tiller</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-utluna</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-vyzer</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-wealthfolio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-wealthica</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-whal</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-yeekatee</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-ynab</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
   <url>
     <loc>https://ghostfol.io/nl/functionaliteiten</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -1270,6 +478,10 @@
     <loc>https://ghostfol.io/pt/recursos</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/pt/recursos/personal-finance-tools</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/pt/registo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -1304,4 +516,5 @@
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   -->
+  ${personalFinanceTools}
 </urlset>

apps/api/src/events/portfolio-changed.listener.ts

@@ -12,12 +12,14 @@ export class PortfolioChangedListener {
   @OnEvent(PortfolioChangedEvent.getName())
   handlePortfolioChangedEvent(event: PortfolioChangedEvent) {
     Logger.log(
-      `Portfolio of user with id ${event.getUserId()} has changed`,
+      `Portfolio of user '${event.getUserId()}' has changed`,
       'PortfolioChangedListener'
     );
 
     this.redisCacheService.remove(
-      this.redisCacheService.getPortfolioSnapshotKey(event.getUserId())
+      this.redisCacheService.getPortfolioSnapshotKey({
+        userId: event.getUserId()
+      })
     );
   }
 }

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

@@ -1,6 +1,9 @@
-import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { redactAttributes } from '@ghostfolio/api/helper/object.helper';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
+import {
+  hasReadRestrictedAccessPermission,
+  isRestrictedView
+} from '@ghostfolio/common/permissions';
 import { UserWithSettings } from '@ghostfolio/common/types';
 
 import {
@@ -16,7 +19,7 @@ import { map } from 'rxjs/operators';
 export class RedactValuesInResponseInterceptor<T>
   implements NestInterceptor<T, any>
 {
-  public constructor(private userService: UserService) {}
+  public constructor() {}
 
   public intercept(
     context: ExecutionContext,
@@ -29,15 +32,13 @@ export class RedactValuesInResponseInterceptor<T>
 
         const impersonationId =
           headers?.[HEADER_KEY_IMPERSONATION.toLowerCase()];
-        const hasReadRestrictedPermission =
-          this.userService.hasReadRestrictedAccessPermission({
-            impersonationId,
-            user
-          });
 
         if (
-          hasReadRestrictedPermission ||
-          this.userService.isRestrictedView(user)
+          hasReadRestrictedAccessPermission({
+            impersonationId,
+            user
+          }) ||
+          isRestrictedView(user)
         ) {
           data = redactAttributes({
             object: data,

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

@@ -0,0 +1,4 @@
+import { Module } from '@nestjs/common';
+
+@Module({})
+export class RedactValuesInResponseModule {}

apps/api/src/interceptors/transform-data-source-in-request/transform-data-source-in-request.module.ts

@@ -0,0 +1,11 @@
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
+
+import { Module } from '@nestjs/common';
+
+@Module({
+  exports: [ConfigurationService],
+  imports: [ConfigurationModule],
+  providers: [ConfigurationService]
+})
+export class TransformDataSourceInRequestModule {}

apps/api/src/interceptors/transform-data-source-in-response/transform-data-source-in-response.module.ts

@@ -0,0 +1,11 @@
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
+
+import { Module } from '@nestjs/common';
+
+@Module({
+  exports: [ConfigurationService],
+  imports: [ConfigurationModule],
+  providers: [ConfigurationService]
+})
+export class TransformDataSourceInResponseModule {}

apps/api/src/main.ts

@@ -2,7 +2,7 @@ import { Logger, ValidationPipe, VersioningType } from '@nestjs/common';
 import { ConfigService } from '@nestjs/config';
 import { NestFactory } from '@nestjs/core';
 import type { NestExpressApplication } from '@nestjs/platform-express';
-import * as bodyParser from 'body-parser';
+import { json } from 'body-parser';
 import helmet from 'helmet';
 
 import { AppModule } from './app/app.module';
@@ -34,7 +34,7 @@ async function bootstrap() {
   );
 
   // Support 10mb csv/json files for importing activities
-  app.use(bodyParser.json({ limit: '10mb' }));
+  app.use(json({ limit: '10mb' }));
 
   if (configService.get<string>('ENABLE_FEATURE_SUBSCRIPTION') === 'true') {
     app.use(

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

@@ -181,6 +181,7 @@ export class DataGatheringService {
         figi,
         figiComposite,
         figiShareClass,
+        holdings,
         isin,
         name,
         sectors,
@@ -198,6 +199,7 @@ export class DataGatheringService {
             figi,
             figiComposite,
             figiShareClass,
+            holdings,
             isin,
             name,
             sectors,
@@ -212,6 +214,7 @@ export class DataGatheringService {
             figi,
             figiComposite,
             figiShareClass,
+            holdings,
             isin,
             name,
             sectors,

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

@@ -50,7 +50,9 @@ export class AlphaVantageService implements DataProviderInterface {
 
   public getDataProviderInfo(): DataProviderInfo {
     return {
-      isPremium: false
+      isPremium: false,
+      name: 'Alpha Vantage',
+      url: 'https://www.alphavantage.co'
     };
   }
 

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

@@ -36,6 +36,7 @@ export class DataEnhancerService {
 
       if (
         (assetProfile.countries as unknown as Prisma.JsonArray)?.length > 0 &&
+        (assetProfile.holdings as unknown as Prisma.JsonArray)?.length > 0 &&
         (assetProfile.sectors as unknown as Prisma.JsonArray)?.length > 0
       ) {
         return true;

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

@@ -1,5 +1,6 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
+import { Holding } from '@ghostfolio/common/interfaces';
 import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
 
@@ -155,11 +156,30 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
       }
     }
 
+    if (
+      !response.holdings ||
+      (response.holdings as unknown as Holding[]).length === 0
+    ) {
+      response.holdings = [];
+
+      for (const { label, weight } of holdings?.topHoldings ?? []) {
+        if (label?.toLowerCase() === 'other') {
+          continue;
+        }
+
+        response.holdings.push({
+          weight,
+          name: label
+        });
+      }
+    }
+
     if (
       !response.sectors ||
       (response.sectors as unknown as Sector[]).length === 0
     ) {
       response.sectors = [];
+
       for (const [name, value] of Object.entries<any>(
         holdings?.sectors ?? {}
       )) {

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

@@ -598,10 +598,14 @@ export class DataProviderService {
         return name1?.toLowerCase().localeCompare(name2?.toLowerCase());
       })
       .map((lookupItem) => {
-        if (
-          !this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') ||
-          user.subscription.type === 'Premium'
-        ) {
+        if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
+          if (user.subscription.type === 'Premium') {
+            lookupItem.dataProviderInfo.isPremium = false;
+          }
+
+          lookupItem.dataProviderInfo.name = undefined;
+          lookupItem.dataProviderInfo.url = undefined;
+        } else {
           lookupItem.dataProviderInfo.isPremium = false;
         }
 

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

@@ -66,7 +66,9 @@ export class EodHistoricalDataService implements DataProviderInterface {
 
   public getDataProviderInfo(): DataProviderInfo {
     return {
-      isPremium: true
+      isPremium: true,
+      name: 'EOD Historical Data',
+      url: 'https://eodhd.com'
     };
   }
 

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

@@ -46,7 +46,9 @@ export class GoogleSheetsService implements DataProviderInterface {
 
   public getDataProviderInfo(): DataProviderInfo {
     return {
-      isPremium: false
+      isPremium: false,
+      name: 'Google Sheets',
+      url: 'https://docs.google.com/spreadsheets'
     };
   }
 

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

@@ -43,7 +43,9 @@ export class RapidApiService implements DataProviderInterface {
 
   public getDataProviderInfo(): DataProviderInfo {
     return {
-      isPremium: false
+      isPremium: false,
+      name: 'Rapid API',
+      url: 'https://rapidapi.com'
     };
   }
 

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

@@ -43,7 +43,9 @@ export class YahooFinanceService implements DataProviderInterface {
 
   public getDataProviderInfo(): DataProviderInfo {
     return {
-      isPremium: false
+      isPremium: false,
+      name: 'Yahoo Finance',
+      url: 'https://finance.yahoo.com'
     };
   }
 

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

@@ -78,7 +78,7 @@ export class ExchangeRateDataService {
       );
       const lastDateString = dateStrings.reduce((a, b) => {
         return a > b ? a : b;
-      });
+      }, undefined);
 
       let previousExchangeRate =
         exchangeRatesByCurrency[`${currency}${targetCurrency}`]?.[

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

@@ -2,6 +2,7 @@ import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import {
   EnhancedSymbolProfile,
+  Holding,
   ScraperConfiguration,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
@@ -61,7 +62,9 @@ export class SymbolProfileService {
           })
         }
       })
-      .then((symbolProfiles) => this.getSymbols(symbolProfiles));
+      .then((symbolProfiles) => {
+        return this.enhanceSymbolProfiles(symbolProfiles);
+      });
   }
 
   public async getSymbolProfilesByIds(
@@ -83,7 +86,9 @@ export class SymbolProfileService {
           }
         }
       })
-      .then((symbolProfiles) => this.getSymbols(symbolProfiles));
+      .then((symbolProfiles) => {
+        return this.enhanceSymbolProfiles(symbolProfiles);
+      });
   }
 
   public updateSymbolProfile({
@@ -93,6 +98,7 @@ export class SymbolProfileService {
     countries,
     currency,
     dataSource,
+    holdings,
     name,
     scraperConfiguration,
     sectors,
@@ -108,6 +114,7 @@ export class SymbolProfileService {
         comment,
         countries,
         currency,
+        holdings,
         name,
         scraperConfiguration,
         sectors,
@@ -119,7 +126,7 @@ export class SymbolProfileService {
     });
   }
 
-  private getSymbols(
+  private enhanceSymbolProfiles(
     symbolProfiles: (SymbolProfile & {
       _count: { Order: number };
       Order?: {
@@ -136,6 +143,7 @@ export class SymbolProfileService {
           symbolProfile?.countries as unknown as Prisma.JsonArray
         ),
         dateOfFirstActivity: <Date>undefined,
+        holdings: this.getHoldings(symbolProfile),
         scraperConfiguration: this.getScraperConfiguration(symbolProfile),
         sectors: this.getSectors(symbolProfile),
         symbolMapping: this.getSymbolMapping(symbolProfile)
@@ -163,6 +171,14 @@ export class SymbolProfileService {
           );
         }
 
+        if (
+          (item.SymbolProfileOverrides.holdings as unknown as Holding[])
+            ?.length > 0
+        ) {
+          item.holdings = item.SymbolProfileOverrides
+            .holdings as unknown as Holding[];
+        }
+
         item.name = item.SymbolProfileOverrides?.name ?? item.name;
 
         if (
@@ -199,6 +215,19 @@ export class SymbolProfileService {
     });
   }
 
+  private getHoldings(symbolProfile: SymbolProfile): Holding[] {
+    return ((symbolProfile?.holdings as Prisma.JsonArray) ?? []).map(
+      (holding) => {
+        const { name, weight } = holding as Prisma.JsonObject;
+
+        return {
+          name: (name as string) ?? UNKNOWN_KEY,
+          valueInBaseCurrency: weight as number
+        };
+      }
+    );
+  }
+
   private getScraperConfiguration(
     symbolProfile: SymbolProfile
   ): ScraperConfiguration {

apps/client/localhost.cert

@@ -0,0 +1,18 @@
+-----BEGIN CERTIFICATE-----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+-----END CERTIFICATE-----

apps/client/localhost.pem

@@ -0,0 +1,28 @@
+-----BEGIN PRIVATE KEY-----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+-----END PRIVATE KEY-----

apps/client/project.json

@@ -163,8 +163,11 @@
     "serve": {
       "executor": "@nx/angular:dev-server",
       "options": {
+        "buildTarget": "client:build",
         "proxyConfig": "apps/client/proxy.conf.json",
-        "buildTarget": "client:build"
+        "ssl": true,
+        "sslCert": "apps/client/localhost.cert",
+        "sslKey": "apps/client/localhost.pem"
       },
       "configurations": {
         "development-de": {

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

@@ -1,3 +1,5 @@
+import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
+import { paths } from '@ghostfolio/client/core/paths';
 import { PageTitleStrategy } from '@ghostfolio/client/services/page-title.strategy';
 
 import { NgModule } from '@angular/core';
@@ -5,18 +7,6 @@ import { RouterModule, Routes, TitleStrategy } from '@angular/router';
 
 import { ModulePreloadService } from './core/module-preload.service';
 
-export const paths = {
-  about: $localize`about`,
-  faq: $localize`faq`,
-  features: $localize`features`,
-  license: $localize`license`,
-  markets: $localize`markets`,
-  pricing: $localize`pricing`,
-  privacyPolicy: $localize`privacy-policy`,
-  register: $localize`register`,
-  resources: $localize`resources`
-};
-
 const routes: Routes = [
   {
     path: paths.about,
@@ -53,9 +43,12 @@ const routes: Routes = [
       import('./pages/blog/blog-page.module').then((m) => m.BlogPageModule)
   },
   {
-    path: 'demo',
-    loadChildren: () =>
-      import('./pages/demo/demo-page.module').then((m) => m.DemoPageModule)
+    canActivate: [AuthGuard],
+    loadComponent: () =>
+      import('./pages/demo/demo-page.component').then(
+        (c) => c.GfDemoPageComponent
+      ),
+    path: 'demo'
   },
   {
     path: paths.faq,
@@ -63,11 +56,13 @@ const routes: Routes = [
       import('./pages/faq/faq-page.module').then((m) => m.FaqPageModule)
   },
   {
+    canActivate: [AuthGuard],
+    loadComponent: () =>
+      import('./pages/features/features-page.component').then(
+        (c) => c.GfFeaturesPageComponent
+      ),
     path: paths.features,
-    loadChildren: () =>
-      import('./pages/features/features-page.module').then(
-        (m) => m.FeaturesPageModule
-      )
+    title: $localize`Features`
   },
   {
     path: 'home',
@@ -75,9 +70,13 @@ const routes: Routes = [
       import('./pages/home/home-page.module').then((m) => m.HomePageModule)
   },
   {
+    canActivate: [AuthGuard],
+    loadComponent: () =>
+      import('./pages/i18n/i18n-page.component').then(
+        (c) => c.GfI18nPageComponent
+      ),
     path: 'i18n',
-    loadChildren: () =>
-      import('./pages/i18n/i18n-page.module').then((m) => m.I18nPageModule)
+    title: $localize`Internationalization`
   },
   {
     path: paths.markets,
@@ -134,11 +133,12 @@ const routes: Routes = [
       )
   },
   {
+    loadComponent: () =>
+      import('./pages/webauthn/webauthn-page.component').then(
+        (c) => c.GfWebauthnPageComponent
+      ),
     path: 'webauthn',
-    loadChildren: () =>
-      import('./pages/webauthn/webauthn-page.module').then(
-        (m) => m.WebauthnPageModule
-      )
+    title: $localize`Sign in`
   },
   {
     path: 'zen',

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

@@ -1,33 +1,31 @@
 <header>
-  <div
-    *ngIf="canCreateAccount || user?.systemMessage"
-    class="info-message-container"
-  >
-    <div class="info-message-inner-container position-fixed w-100">
-      <div class="align-items-center d-flex h-100 justify-content-center">
-        <a
-          *ngIf="canCreateAccount"
-          class="text-center"
-          [routerLink]="routerLinkRegister"
-        >
-          <div
-            class="cursor-pointer d-inline-block info-message"
-            (click)="onCreateAccount()"
-          >
-            <span i18n>You are using the Live Demo.</span>
-            <span class="a ml-2" i18n>Create Account</span>
-          </div></a
-        >
-        <div
-          *ngIf="!canCreateAccount && user?.systemMessage"
-          class="cursor-pointer d-inline-block info-message text-truncate"
-          (click)="onClickSystemMessage()"
-        >
-          {{ user.systemMessage.message }}
+  @if (canCreateAccount || user?.systemMessage) {
+    <div class="info-message-container">
+      <div class="info-message-inner-container position-fixed w-100">
+        <div class="align-items-center d-flex h-100 justify-content-center">
+          @if (canCreateAccount) {
+            <a class="text-center" [routerLink]="routerLinkRegister">
+              <div
+                class="cursor-pointer d-inline-block info-message"
+                (click)="onCreateAccount()"
+              >
+                <span i18n>You are using the Live Demo.</span>
+                <span class="a ml-2" i18n>Create Account</span>
+              </div></a
+            >
+          }
+          @if (!canCreateAccount && user?.systemMessage) {
+            <div
+              class="cursor-pointer d-inline-block info-message text-truncate"
+              (click)="onClickSystemMessage()"
+            >
+              {{ user.systemMessage.message }}
+            </div>
+          }
         </div>
       </div>
     </div>
-  </div>
+  }
 
   <gf-header
     class="position-fixed w-100"
@@ -45,146 +43,159 @@
   <router-outlet></router-outlet>
 </main>
 
-<footer *ngIf="showFooter" class="d-flex justify-content-center py-4 w-100">
-  <div class="container">
-    <div class="mb-3 row">
-      <div class="col-sm">
-        <a [routerLink]="['/']"><gf-logo /></a>
-      </div>
-      <div class="col-sm">
-        <div class="h6 mt-2" i18n>Personal Finance</div>
-        <ul class="list-unstyled">
-          <li *ngIf="hasPermissionToAccessFearAndGreedIndex">
-            <a i18n [routerLink]="routerLinkMarkets">Markets</a>
-          </li>
-          <li><a i18n [routerLink]="routerLinkResources">Resources</a></li>
-        </ul>
-      </div>
-      <div class="col-sm">
-        <div class="h6 mt-2">Ghostfolio</div>
-        <ul class="list-unstyled">
-          <li><a i18n [routerLink]="routerLinkAbout">About</a></li>
-          <li *ngIf="hasPermissionForSubscription">
-            <a i18n [routerLink]="['/blog']">Blog</a>
-          </li>
-          <li>
-            <a i18n [routerLink]="routerLinkAboutChangelog">Changelog</a>
-          </li>
-          <li><a i18n [routerLink]="routerLinkFeatures">Features</a></li>
-          <li *ngIf="hasPermissionForSubscription">
-            <a i18n [routerLink]="routerLinkFaq"
-              >Frequently Asked Questions (FAQ)</a
-            >
-          </li>
-          <li>
-            <a i18n [routerLink]="routerLinkAboutLicense">License</a>
-          </li>
-          <li *ngIf="hasPermissionForStatistics">
-            <a [routerLink]="['/open']">Open Startup</a>
-          </li>
-          <li *ngIf="hasPermissionForSubscription">
-            <a i18n [routerLink]="routerLinkPricing">Pricing</a>
-          </li>
-          <li *ngIf="hasPermissionForSubscription">
-            <a i18n [routerLink]="routerLinkAboutPrivacyPolicy"
-              >Privacy Policy</a
-            >
-          </li>
-          <li *ngIf="hasPermissionForSubscription">
-            <a
-              class="align-items-baseline d-flex"
-              href="https://status.ghostfol.io"
-              target="_blank"
-              title="Ghostfolio Status"
-              >Status<ion-icon class="ml-1" name="open-outline"
-            /></a>
-          </li>
-        </ul>
-      </div>
-      <div class="col-sm">
-        <div class="h6 mt-2" i18n>Community</div>
-        <ul class="list-unstyled">
-          <li>
-            <a
-              class="align-items-baseline d-flex"
-              href="https://github.com/ghostfolio/ghostfolio"
-              target="_blank"
-              title="Find Ghostfolio on GitHub"
-              >GitHub<ion-icon class="ml-1" name="open-outline"
-            /></a>
-          </li>
-          <li>
-            <a
-              class="align-items-baseline d-flex"
-              href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
-              target="_blank"
-              title="Join the Ghostfolio Slack community"
-              >Slack<ion-icon class="ml-1" name="open-outline"
-            /></a>
-          </li>
-          <li>
-            <a
-              class="align-items-baseline d-flex"
-              href="https://twitter.com/ghostfolio_"
-              target="_blank"
-              title="Follow Ghostfolio on X (formerly Twitter)"
-              >X (formerly Twitter)<ion-icon class="ml-1" name="open-outline"
-            /></a>
-          </li>
-          <li>&nbsp;</li>
-          <li>
-            <a href="../de" title="Ghostfolio in Deutsch">Deutsch</a>
-          </li>
-          <li>
-            <a href="../en" title="Ghostfolio in English">English</a>
-          </li>
-          <li>
-            <a href="../es" title="Ghostfolio in Español">Español</a>
-          </li>
-          <li>
-            <a href="../fr" title="Ghostfolio en Français">Français</a>
-          </li>
-          <li>
-            <a href="../it" title="Ghostfolio in Italiano">Italiano</a>
-          </li>
-          <li>
-            <a href="../nl" title="Ghostfolio in Nederlands">Nederlands</a>
-          </li>
-          <!--
+@if (showFooter) {
+  <footer class="d-flex justify-content-center py-4 w-100">
+    <div class="container">
+      <div class="mb-3 row">
+        <div class="col-sm">
+          <a [routerLink]="['/']"><gf-logo /></a>
+        </div>
+        <div class="col-sm">
+          <div class="h6 mt-2" i18n>Personal Finance</div>
+          <ul class="list-unstyled">
+            @if (hasPermissionToAccessFearAndGreedIndex) {
+              <li>
+                <a i18n [routerLink]="routerLinkMarkets">Markets</a>
+              </li>
+            }
+            <li><a i18n [routerLink]="routerLinkResources">Resources</a></li>
+          </ul>
+        </div>
+        <div class="col-sm">
+          <div class="h6 mt-2">Ghostfolio</div>
+          <ul class="list-unstyled">
+            <li><a i18n [routerLink]="routerLinkAbout">About</a></li>
+            @if (hasPermissionForSubscription) {
+              <li>
+                <a i18n [routerLink]="['/blog']">Blog</a>
+              </li>
+            }
             <li>
-              <a href="../pl" title="Ghostfolio in Polski">Polski</a>
+              <a i18n [routerLink]="routerLinkAboutChangelog">Changelog</a>
+            </li>
+            <li><a i18n [routerLink]="routerLinkFeatures">Features</a></li>
+            @if (hasPermissionForSubscription) {
+              <li>
+                <a i18n [routerLink]="routerLinkFaq"
+                  >Frequently Asked Questions (FAQ)</a
+                >
+              </li>
+            }
+            <li>
+              <a i18n [routerLink]="routerLinkAboutLicense">License</a>
+            </li>
+            @if (hasPermissionForStatistics) {
+              <li>
+                <a [routerLink]="['/open']">Open Startup</a>
+              </li>
+            }
+            @if (hasPermissionForSubscription) {
+              <li>
+                <a i18n [routerLink]="routerLinkPricing">Pricing</a>
+              </li>
+            }
+            @if (hasPermissionForSubscription) {
+              <li>
+                <a i18n [routerLink]="routerLinkAboutPrivacyPolicy"
+                  >Privacy Policy</a
+                >
+              </li>
+            }
+            @if (hasPermissionForSubscription) {
+              <li>
+                <a
+                  class="align-items-baseline d-flex"
+                  href="https://status.ghostfol.io"
+                  target="_blank"
+                  title="Ghostfolio Status"
+                  >Status<ion-icon class="ml-1" name="open-outline"
+                /></a>
+              </li>
+            }
+          </ul>
+        </div>
+        <div class="col-sm">
+          <div class="h6 mt-2" i18n>Community</div>
+          <ul class="list-unstyled">
+            <li>
+              <a
+                class="align-items-baseline d-flex"
+                href="https://github.com/ghostfolio/ghostfolio"
+                target="_blank"
+                title="Find Ghostfolio on GitHub"
+                >GitHub<ion-icon class="ml-1" name="open-outline"
+              /></a>
+            </li>
+            <li>
+              <a
+                class="align-items-baseline d-flex"
+                href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
+                target="_blank"
+                title="Join the Ghostfolio Slack community"
+                >Slack<ion-icon class="ml-1" name="open-outline"
+              /></a>
+            </li>
+            <li>
+              <a
+                class="align-items-baseline d-flex"
+                href="https://twitter.com/ghostfolio_"
+                target="_blank"
+                title="Follow Ghostfolio on X (formerly Twitter)"
+                >X (formerly Twitter)<ion-icon class="ml-1" name="open-outline"
+              /></a>
+            </li>
+            <li>&nbsp;</li>
+            <li>
+              <a href="../de" title="Ghostfolio in Deutsch">Deutsch</a>
+            </li>
+            <li>
+              <a href="../en" title="Ghostfolio in English">English</a>
+            </li>
+            <li>
+              <a href="../es" title="Ghostfolio in Español">Español</a>
+            </li>
+            <li>
+              <a href="../fr" title="Ghostfolio en Français">Français</a>
+            </li>
+            <li>
+              <a href="../it" title="Ghostfolio in Italiano">Italiano</a>
+            </li>
+            <li>
+              <a href="../nl" title="Ghostfolio in Nederlands">Nederlands</a>
+            </li>
+            <!--
+              <li>
+                <a href="../pl" title="Ghostfolio in Polski">Polski</a>
+              </li>
+            -->
+            <li>
+              <a href="../pt" title="Ghostfolio in Português">Português</a>
             </li>
-          -->
-          <li>
-            <a href="../pt" title="Ghostfolio in Português">Português</a>
-          </li>
-          <!--
             <li>
               <a href="../tr" title="Ghostfolio in Türkçe">Türkçe</a>
             </li>
-          -->
-          <!--
-            <li>
-              <a href="../zh" title="Ghostfolio in Chinese">Chinese</a>
-            </li>
-          -->
-        </ul>
+            <!--
+              <li>
+                <a href="../zh" title="Ghostfolio in Chinese">Chinese</a>
+              </li>
+            -->
+          </ul>
+        </div>
+      </div>
+      <div class="row text-center">
+        <div class="col">
+          © 2021 - {{ currentYear }}
+          <a href="https://ghostfol.io">Ghostfolio</a>
+        </div>
+      </div>
+      <div class="row text-center text-muted">
+        <div class="col">
+          <small i18n
+            >The risk of loss in trading can be substantial. It is not advisable
+            to invest money you may need in the short term.</small
+          >
+        </div>
       </div>
     </div>
-
-    <div class="row text-center">
-      <div class="col">
-        © 2021 - {{ currentYear }} <a href="https://ghostfol.io">Ghostfolio</a>
-      </div>
-    </div>
-
-    <div class="row text-center text-muted">
-      <div class="col">
-        <small i18n
-          >The risk of loss in trading can be substantial. It is not advisable
-          to invest money you may need in the short term.</small
-        >
-      </div>
-    </div>
-  </div>
-</footer>
+  </footer>
+}

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

@@ -1,3 +1,5 @@
+import { GfHoldingDetailDialogComponent } from '@ghostfolio/client/components/holding-detail-dialog/holding-detail-dialog.component';
+import { HoldingDetailDialogParams } from '@ghostfolio/client/components/holding-detail-dialog/interfaces/interfaces';
 import { getCssVariable } from '@ghostfolio/common/helper';
 import { InfoItem, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@@ -13,13 +15,21 @@ import {
   OnDestroy,
   OnInit
 } from '@angular/core';
+import { MatDialog } from '@angular/material/dialog';
 import { Title } from '@angular/platform-browser';
-import { NavigationEnd, PRIMARY_OUTLET, Router } from '@angular/router';
+import {
+  ActivatedRoute,
+  NavigationEnd,
+  PRIMARY_OUTLET,
+  Router
+} from '@angular/router';
+import { DataSource } from '@prisma/client';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { filter, takeUntil } from 'rxjs/operators';
 
 import { DataService } from './services/data.service';
+import { ImpersonationStorageService } from './services/impersonation-storage.service';
 import { TokenStorageService } from './services/token-storage.service';
 import { UserService } from './services/user/user.service';
 
@@ -38,6 +48,7 @@ export class AppComponent implements OnDestroy, OnInit {
   public currentRoute: string;
   public currentYear = new Date().getFullYear();
   public deviceType: string;
+  public hasImpersonationId: boolean;
   public hasInfoMessage: boolean;
   public hasPermissionForStatistics: boolean;
   public hasPermissionForSubscription: boolean;
@@ -67,7 +78,10 @@ export class AppComponent implements OnDestroy, OnInit {
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
     private deviceService: DeviceDetectorService,
+    private dialog: MatDialog,
     @Inject(DOCUMENT) private document: Document,
+    private impersonationStorageService: ImpersonationStorageService,
+    private route: ActivatedRoute,
     private router: Router,
     private title: Title,
     private tokenStorageService: TokenStorageService,
@@ -75,6 +89,21 @@ export class AppComponent implements OnDestroy, OnInit {
   ) {
     this.initializeTheme();
     this.user = undefined;
+
+    this.route.queryParams
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((params) => {
+        if (
+          params['dataSource'] &&
+          params['holdingDetailDialog'] &&
+          params['symbol']
+        ) {
+          this.openHoldingDetailDialog({
+            dataSource: params['dataSource'],
+            symbol: params['symbol']
+          });
+        }
+      });
   }
 
   public ngOnInit() {
@@ -96,6 +125,13 @@ export class AppComponent implements OnDestroy, OnInit {
       permissions.enableFearAndGreedIndex
     );
 
+    this.impersonationStorageService
+      .onChangeHasImpersonation()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((impersonationId) => {
+        this.hasImpersonationId = !!impersonationId;
+      });
+
     this.router.events
       .pipe(filter((event) => event instanceof NavigationEnd))
       .subscribe(() => {
@@ -197,6 +233,55 @@ export class AppComponent implements OnDestroy, OnInit {
     });
   }
 
+  private openHoldingDetailDialog({
+    dataSource,
+    symbol
+  }: {
+    dataSource: DataSource;
+    symbol: string;
+  }) {
+    this.userService
+      .get()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((user) => {
+        this.user = user;
+
+        const dialogRef = this.dialog.open(GfHoldingDetailDialogComponent, {
+          autoFocus: false,
+          data: <HoldingDetailDialogParams>{
+            dataSource,
+            symbol,
+            baseCurrency: this.user?.settings?.baseCurrency,
+            colorScheme: this.user?.settings?.colorScheme,
+            deviceType: this.deviceType,
+            hasImpersonationId: this.hasImpersonationId,
+            hasPermissionToReportDataGlitch: hasPermission(
+              this.user?.permissions,
+              permissions.reportDataGlitch
+            ),
+            locale: this.user?.settings?.locale
+          },
+          height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+          width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+        });
+
+        dialogRef
+          .afterClosed()
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe(() => {
+            this.router.navigate([], {
+              queryParams: {
+                dataSource: null,
+                holdingDetailDialog: null,
+                symbol: null
+              },
+              queryParamsHandling: 'merge',
+              relativeTo: this.route
+            });
+          });
+      });
+  }
+
   private toggleTheme(isDarkTheme: boolean) {
     const themeColor = getCssVariable(
       isDarkTheme ? '--dark-background' : '--light-background'

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

@@ -1,7 +1,10 @@
 import { GfLogoComponent } from '@ghostfolio/ui/logo';
 
 import { Platform } from '@angular/cdk/platform';
-import { HttpClientModule } from '@angular/common/http';
+import {
+  provideHttpClient,
+  withInterceptorsFromDi
+} from '@angular/common/http';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatAutocompleteModule } from '@angular/material/autocomplete';
 import { MatChipsModule } from '@angular/material/chips';
@@ -45,7 +48,6 @@ export function NgxStripeFactory(): string {
     GfHeaderModule,
     GfLogoComponent,
     GfSubscriptionInterstitialDialogModule,
-    HttpClientModule,
     MarkdownModule.forRoot(),
     MatAutocompleteModule,
     MatChipsModule,
@@ -63,6 +65,7 @@ export function NgxStripeFactory(): string {
     authInterceptorProviders,
     httpResponseInterceptorProviders,
     LanguageService,
+    provideHttpClient(withInterceptorsFromDi()),
     {
       provide: DateAdapter,
       useClass: CustomDateAdapter,

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

@@ -1,67 +1,71 @@
-<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>
-    <td *matCellDef="let element" class="px-1" mat-cell>
-      {{ element.alias }}
-    </td>
-  </ng-container>
+<div class="overflow-x-auto">
+  <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>
+      <td *matCellDef="let element" class="px-1" mat-cell>
+        {{ element.alias }}
+      </td>
+    </ng-container>
 
-  <ng-container matColumnDef="grantee">
-    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Grantee</th>
-    <td *matCellDef="let element" class="px-1" mat-cell>
-      {{ element.grantee }}
-    </td>
-  </ng-container>
+    <ng-container matColumnDef="grantee">
+      <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Grantee</th>
+      <td *matCellDef="let element" class="px-1" mat-cell>
+        {{ element.grantee }}
+      </td>
+    </ng-container>
 
-  <ng-container matColumnDef="type">
-    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Permission</th>
-    <td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
-      <div class="align-items-center d-flex">
-        @if (element.permissions.includes('READ')) {
-          <ion-icon class="mr-1" name="lock-open-outline" />
-          <ng-container i18n>View</ng-container>
-        } @else if (element.permissions.includes('READ_RESTRICTED')) {
-          <ion-icon class="mr-1" name="lock-closed-outline" />
-          <ng-container i18n>Restricted view</ng-container>
+    <ng-container matColumnDef="type">
+      <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Permission</th>
+      <td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
+        <div class="align-items-center d-flex">
+          @if (element.permissions.includes('READ')) {
+            <ion-icon class="mr-1" name="lock-open-outline" />
+            <ng-container i18n>View</ng-container>
+          } @else if (element.permissions.includes('READ_RESTRICTED')) {
+            <ion-icon class="mr-1" name="lock-closed-outline" />
+            <ng-container i18n>Restricted view</ng-container>
+          }
+        </div>
+      </td>
+    </ng-container>
+
+    <ng-container matColumnDef="details">
+      <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Details</th>
+      <td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
+        @if (element.type === 'PUBLIC') {
+          <div class="align-items-center d-flex">
+            <ion-icon class="mr-1" name="link-outline" />
+            <a
+              href="{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}"
+              target="_blank"
+              >{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}</a
+            >
+          </div>
         }
-      </div>
-    </td>
-  </ng-container>
+      </td>
+    </ng-container>
 
-  <ng-container matColumnDef="details">
-    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Details</th>
-    <td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
-      <div *ngIf="element.type === 'PUBLIC'" class="align-items-center d-flex">
-        <ion-icon class="mr-1" name="link-outline" />
-        <a
-          href="{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}"
-          target="_blank"
-          >{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}</a
+    <ng-container matColumnDef="actions" stickyEnd>
+      <th *matHeaderCellDef class="px-1 text-center" mat-header-cell></th>
+
+      <td *matCellDef="let element" class="px-1 text-center" mat-cell>
+        <button
+          class="mx-1 no-min-width px-2"
+          mat-button
+          [matMenuTriggerFor]="transactionMenu"
+          (click)="$event.stopPropagation()"
         >
-      </div>
-    </td>
-  </ng-container>
-
-  <ng-container matColumnDef="actions" stickyEnd>
-    <th *matHeaderCellDef class="px-1 text-center" mat-header-cell></th>
-
-    <td *matCellDef="let element" class="px-1 text-center" mat-cell>
-      <button
-        class="mx-1 no-min-width px-2"
-        mat-button
-        [matMenuTriggerFor]="transactionMenu"
-        (click)="$event.stopPropagation()"
-      >
-        <ion-icon name="ellipsis-horizontal" />
-      </button>
-      <mat-menu #transactionMenu="matMenu" xPosition="before">
-        <button mat-menu-item (click)="onDeleteAccess(element.id)">
-          <ng-container i18n>Revoke</ng-container>
+          <ion-icon name="ellipsis-horizontal" />
         </button>
-      </mat-menu>
-    </td>
-  </ng-container>
+        <mat-menu #transactionMenu="matMenu" xPosition="before">
+          <button mat-menu-item (click)="onDeleteAccess(element.id)">
+            <ng-container i18n>Revoke</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>
+    <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
+    <tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
+  </table>
+</div>

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

@@ -1,3 +1,4 @@
+import { CreateAccountBalanceDto } from '@ghostfolio/api/app/account-balance/create-account-balance.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
@@ -95,19 +96,9 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
     this.dialogRef.close();
   }
 
-  public onAddAccountBalance({
-    balance,
-    date
-  }: {
-    balance: number;
-    date: Date;
-  }) {
+  public onAddAccountBalance(accountBalance: CreateAccountBalanceDto) {
     this.dataService
-      .postAccountBalance({
-        balance,
-        date,
-        accountId: this.data.accountId
-      })
+      .postAccountBalance(accountBalance)
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {
         this.fetchAccount();

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

@@ -94,6 +94,7 @@
           [dataSource]="dataSource"
           [deviceType]="data.deviceType"
           [hasPermissionToCreateActivity]="false"
+          [hasPermissionToDeleteActivity]="false"
           [hasPermissionToExportActivities]="
             !data.hasImpersonationId && !user.settings.isRestrictedView
           "