Release 2.84.0 (#3447)

* Setup cascading on delete

* Update changelog

CHANGELOG.md

@@ -5,6 +5,94 @@ 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).
 
+## 2.84.0 - 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

README.md

@@ -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
 
@@ -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 +1,5 @@
 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';
@@ -27,7 +28,8 @@ import { QueueModule } from './queue/queue.module';
     PropertyModule,
     QueueModule,
     SubscriptionModule,
-    SymbolProfileModule
+    SymbolProfileModule,
+    TransformDataSourceInRequestModule
   ],
   controllers: [AdminController],
   providers: [AdminService],

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

@@ -313,6 +313,12 @@ export class AdminService {
       })
     ]);
 
+    if (assetProfile) {
+      assetProfile.dataProviderInfo = this.dataProviderService
+        .getDataProvider(assetProfile.dataSource)
+        .getDataProviderInfo();
+    }
+
     return {
       marketData,
       assetProfile: assetProfile ?? {

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/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,

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/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/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/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
     });
   }

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

@@ -194,16 +194,36 @@ 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;

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',
@@ -227,12 +231,6 @@ 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 +258,11 @@ 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 +328,6 @@ 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 +343,11 @@ 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 +396,6 @@ 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 +411,12 @@ 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 +444,14 @@ 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 +460,12 @@ export class PortfolioController {
       performanceInformation.performance = nullifyValuesInObject(
         performanceInformation.performance,
         [
-          'currentGrossPerformance',
-          'currentGrossPerformanceWithCurrencyEffect',
-          'currentNetPerformance',
-          'currentNetPerformanceWithCurrencyEffect',
           'currentNetWorth',
-          'currentValue',
+          'currentValueInBaseCurrency',
+          'grossPerformance',
+          'grossPerformanceWithCurrencyEffect',
+          'netPerformance',
+          'netPerformanceWithCurrencyEffect',
           'totalInvestment'
         ]
       );
@@ -483,39 +482,13 @@ 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 +565,7 @@ 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);
     }
 
@@ -360,7 +360,7 @@ export class PortfolioService {
       userId,
       calculationType: PerformanceCalculationType.TWR,
       currency: userCurrency,
-      hasFilters: filters?.length > 0,
+      hasFilters: true, // disable cache
       isExperimentalFeatures:
         this.request.user?.Settings.settings.isExperimentalFeatures
     });
@@ -602,7 +602,7 @@ 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);
@@ -693,7 +693,7 @@ export class PortfolioService {
         transactionCount
       } = position;
 
-      const accounts: PortfolioPositionDetail['accounts'] = uniqBy(
+      const accounts: PortfolioHoldingDetail['accounts'] = uniqBy(
         orders.filter(({ Account }) => {
           return Account;
         }),
@@ -704,7 +704,7 @@ export class PortfolioService {
 
       const dividendYieldPercent = this.getAnnualizedPerformancePercent({
         daysInMarket: differenceInDays(new Date(), parseDate(firstBuyDate)),
-        netPerformancePercent: timeWeightedInvestment.eq(0)
+        netPerformancePercentage: timeWeightedInvestment.eq(0)
           ? new Big(0)
           : dividendInBaseCurrency.div(timeWeightedInvestment)
       });
@@ -712,7 +712,9 @@ export class PortfolioService {
       const dividendYieldPercentWithCurrencyEffect =
         this.getAnnualizedPerformancePercent({
           daysInMarket: differenceInDays(new Date(), parseDate(firstBuyDate)),
-          netPerformancePercent: timeWeightedInvestmentWithCurrencyEffect.eq(0)
+          netPerformancePercentage: timeWeightedInvestmentWithCurrencyEffect.eq(
+            0
+          )
             ? new Big(0)
             : dividendInBaseCurrency.div(
                 timeWeightedInvestmentWithCurrencyEffect
@@ -1108,16 +1110,16 @@ 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
         }
       };
@@ -1152,9 +1154,9 @@ export class PortfolioService {
 
     let currentNetPerformance = netPerformance;
 
-    let currentNetPerformancePercent = netPerformancePercentage;
+    let currentNetPerformancePercentage = netPerformancePercentage;
 
-    let currentNetPerformancePercentWithCurrencyEffect =
+    let currentNetPerformancePercentageWithCurrencyEffect =
       netPerformancePercentageWithCurrencyEffect;
 
     let currentNetPerformanceWithCurrencyEffect =
@@ -1173,11 +1175,11 @@ 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);
 
@@ -1195,19 +1197,19 @@ 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()
       }
     };
@@ -1604,11 +1606,6 @@ 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,
@@ -1626,6 +1623,19 @@ export class PortfolioService {
       }
     }
 
+    const {
+      currentValueInBaseCurrency,
+      grossPerformance,
+      grossPerformancePercentage,
+      grossPerformancePercentageWithCurrencyEffect,
+      grossPerformanceWithCurrencyEffect,
+      netPerformance,
+      netPerformancePercentage,
+      netPerformancePercentageWithCurrencyEffect,
+      netPerformanceWithCurrencyEffect,
+      totalInvestment
+    } = await portfolioCalculator.getSnapshot();
+
     const dividendInBaseCurrency =
       await portfolioCalculator.getDividendInBaseCurrency();
 
@@ -1694,7 +1704,7 @@ export class PortfolioService {
       .toNumber();
 
     const netWorth = new Big(balanceInBaseCurrency)
-      .plus(performanceInformation.performance.currentValue)
+      .plus(currentValueInBaseCurrency)
       .plus(valuables)
       .plus(excludedAccountsAndActivities)
       .minus(liabilities)
@@ -1704,21 +1714,18 @@ 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,
@@ -1727,6 +1734,7 @@ export class PortfolioService {
       totalBuy,
       totalSell,
       committedFunds: committedFunds.toNumber(),
+      currentValueInBaseCurrency: currentValueInBaseCurrency.toNumber(),
       dividendInBaseCurrency: dividendInBaseCurrency.toNumber(),
       emergencyFund: {
         assets: emergencyFundPositionsValueInBaseCurrency,
@@ -1740,15 +1748,28 @@ 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/sitemap/sitemap.module.ts

@@ -1,25 +1,8 @@
-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';
 
 import { SitemapController } from './sitemap.controller';
 
 @Module({
-  controllers: [SitemapController],
-  imports: [
-    ConfigurationModule,
-    DataGatheringModule,
-    DataProviderModule,
-    ExchangeRateDataModule,
-    PrismaModule,
-    RedisCacheModule,
-    SymbolProfileModule
-  ]
+  controllers: [SitemapController]
 })
 export class SitemapModule {}

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/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> {

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

@@ -12,7 +12,7 @@ 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'
     );
 

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-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-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

@@ -61,7 +61,9 @@ export class SymbolProfileService {
           })
         }
       })
-      .then((symbolProfiles) => this.getSymbols(symbolProfiles));
+      .then((symbolProfiles) => {
+        return this.enhanceSymbolProfiles(symbolProfiles);
+      });
   }
 
   public async getSymbolProfilesByIds(
@@ -83,7 +85,9 @@ export class SymbolProfileService {
           }
         }
       })
-      .then((symbolProfiles) => this.getSymbols(symbolProfiles));
+      .then((symbolProfiles) => {
+        return this.enhanceSymbolProfiles(symbolProfiles);
+      });
   }
 
   public updateSymbolProfile({
@@ -119,7 +123,7 @@ export class SymbolProfileService {
     });
   }
 
-  private getSymbols(
+  private enhanceSymbolProfiles(
     symbolProfiles: (SymbolProfile & {
       _count: { Order: number };
       Order?: {

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

@@ -158,11 +158,9 @@
           <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="../tr" title="Ghostfolio in Türkçe">Türkçe</a>
+          </li>
           <!--
             <li>
               <a href="../zh" title="Ghostfolio in Chinese">Chinese</a>

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/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
           "

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

@@ -38,6 +38,7 @@ import { CreateAssetProfileDialogParams } from './create-asset-profile-dialog/in
 
 @Component({
   changeDetection: ChangeDetectionStrategy.OnPush,
+  host: { class: 'has-fab' },
   selector: 'gf-admin-market-data',
   styleUrls: ['./admin-market-data.scss'],
   templateUrl: './admin-market-data.html'

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

@@ -8,7 +8,6 @@ import { ghostfolioScraperApiSymbolPrefix } from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
   AdminMarketDataDetails,
-  Currency,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { translate } from '@ghostfolio/ui/i18n';
@@ -73,7 +72,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   public countries: {
     [code: string]: { name: string; value: number };
   };
-  public currencies: Currency[] = [];
+  public currencies: string[] = [];
   public ghostfolioScraperApiSymbolPrefix = ghostfolioScraperApiSymbolPrefix;
   public isBenchmark = false;
   public marketDataDetails: MarketData[] = [];
@@ -102,10 +101,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     const { benchmarks, currencies } = this.dataService.fetchInfo();
 
     this.benchmarks = benchmarks;
-    this.currencies = currencies.map((currency) => ({
-      label: currency,
-      value: currency
-    }));
+    this.currencies = currencies;
 
     this.initialize();
   }
@@ -293,9 +289,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       assetClass: this.assetProfileForm.get('assetClass').value,
       assetSubClass: this.assetProfileForm.get('assetSubClass').value,
       comment: this.assetProfileForm.get('comment').value || null,
-      currency: (<Currency>(
-        (<unknown>this.assetProfileForm.get('currency').value)
-      ))?.value,
+      currency: this.assetProfileForm.get('currency').value,
       name: this.assetProfileForm.get('name').value,
       url: this.assetProfileForm.get('url').value || null
     };
@@ -343,8 +337,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
             ' ' +
             price +
             ' ' +
-            (<Currency>(<unknown>this.assetProfileForm.get('currency').value))
-              ?.value
+            this.assetProfileForm.get('currency').value
         );
       });
   }

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

@@ -115,11 +115,22 @@
           >Symbol</gf-value
         >
       </div>
+      <div class="col-6 mb-3">
+        <gf-value
+          i18n
+          size="medium"
+          [value]="
+            assetProfile?.dataProviderInfo?.name ?? assetProfile?.dataSource
+          "
+          >Data Source</gf-value
+        >
+      </div>
       <div class="col-6 mb-3">
         <gf-value i18n size="medium" [value]="assetProfile?.currency"
           >Currency</gf-value
         >
       </div>
+      <div class="col-6 mb-3"></div>
       <div class="col-6 mb-3">
         <gf-value
           i18n

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

@@ -116,7 +116,12 @@
           #assistantTrigger="matMenuTrigger"
           class="h-100 no-min-width px-2"
           mat-button
+          matBadge="✓"
+          matBadgeSize="small"
           [mat-menu-trigger-for]="assistantMenu"
+          [matBadgeHidden]="
+            !hasFilters || !user?.settings?.isExperimentalFeatures
+          "
           [matMenuTriggerRestoreFocus]="false"
           (menuOpened)="onOpenAssistant()"
         >

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

@@ -28,6 +28,17 @@
         text-underline-offset: 0.25rem;
       }
 
+      &.mat-badge {
+        ::ng-deep {
+          .mat-badge-content {
+            --mat-badge-small-size-container-overlap-offset: -0.9rem;
+            --mat-badge-small-size-text-size: 0;
+
+            transform: scale(0.45);
+          }
+        }
+      }
+
       ion-icon {
         font-size: 1.5rem;
 

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

@@ -65,6 +65,7 @@ export class HeaderComponent implements OnChanges {
   @ViewChild('assistant') assistantElement: GfAssistantComponent;
   @ViewChild('assistantTrigger') assistentMenuTriggerElement: MatMenuTrigger;
 
+  public hasFilters: boolean;
   public hasPermissionForSocialLogin: boolean;
   public hasPermissionForSubscription: boolean;
   public hasPermissionToAccessAdminControl: boolean;
@@ -106,6 +107,8 @@ export class HeaderComponent implements OnChanges {
   }
 
   public ngOnChanges() {
+    this.hasFilters = this.userService.hasFilters();
+
     this.hasPermissionForSocialLogin = hasPermission(
       this.info?.globalPermissions,
       permissions.enableSocialLogin

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

@@ -5,6 +5,7 @@ import { GfPremiumIndicatorComponent } from '@ghostfolio/ui/premium-indicator';
 
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatBadgeModule } from '@angular/material/badge';
 import { MatButtonModule } from '@angular/material/button';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatToolbarModule } from '@angular/material/toolbar';
@@ -21,6 +22,7 @@ import { HeaderComponent } from './header.component';
     GfLogoComponent,
     GfPremiumIndicatorComponent,
     LoginWithAccessTokenDialogModule,
+    MatBadgeModule,
     MatButtonModule,
     MatMenuModule,
     MatToolbarModule,

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

@@ -1,4 +1,7 @@
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
+import { GfAccountsTableModule } from '@ghostfolio/client/components/accounts-table/accounts-table.module';
+import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
+import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { DATE_FORMAT, downloadAsFile } from '@ghostfolio/common/helper';
@@ -8,9 +11,16 @@ import {
   LineChartItem,
   User
 } from '@ghostfolio/common/interfaces';
+import { GfActivitiesTableComponent } from '@ghostfolio/ui/activities-table';
+import { GfDataProviderCreditsComponent } from '@ghostfolio/ui/data-provider-credits';
 import { translate } from '@ghostfolio/ui/i18n';
+import { GfLineChartComponent } from '@ghostfolio/ui/line-chart';
+import { GfPortfolioProportionChartComponent } from '@ghostfolio/ui/portfolio-proportion-chart';
+import { GfValueComponent } from '@ghostfolio/ui/value';
 
+import { CommonModule } from '@angular/common';
 import {
+  CUSTOM_ELEMENTS_SCHEMA,
   ChangeDetectionStrategy,
   ChangeDetectorRef,
   Component,
@@ -18,24 +28,50 @@ import {
   OnDestroy,
   OnInit
 } from '@angular/core';
-import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { MatButtonModule } from '@angular/material/button';
+import { MatChipsModule } from '@angular/material/chips';
+import {
+  MAT_DIALOG_DATA,
+  MatDialogModule,
+  MatDialogRef
+} from '@angular/material/dialog';
 import { SortDirection } from '@angular/material/sort';
 import { MatTableDataSource } from '@angular/material/table';
+import { MatTabsModule } from '@angular/material/tabs';
 import { Account, Tag } from '@prisma/client';
 import { format, isSameMonth, isToday, parseISO } from 'date-fns';
+import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
-import { PositionDetailDialogParams } from './interfaces/interfaces';
+import { HoldingDetailDialogParams } from './interfaces/interfaces';
 
 @Component({
-  host: { class: 'd-flex flex-column h-100' },
-  selector: 'gf-position-detail-dialog',
   changeDetection: ChangeDetectionStrategy.OnPush,
-  templateUrl: 'position-detail-dialog.html',
-  styleUrls: ['./position-detail-dialog.component.scss']
+  host: { class: 'd-flex flex-column h-100' },
+  imports: [
+    CommonModule,
+    GfAccountsTableModule,
+    GfActivitiesTableComponent,
+    GfDataProviderCreditsComponent,
+    GfDialogFooterModule,
+    GfDialogHeaderModule,
+    GfLineChartComponent,
+    GfPortfolioProportionChartComponent,
+    GfValueComponent,
+    MatButtonModule,
+    MatChipsModule,
+    MatDialogModule,
+    MatTabsModule,
+    NgxSkeletonLoaderModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA],
+  selector: 'gf-holding-detail-dialog',
+  standalone: true,
+  styleUrls: ['./holding-detail-dialog.component.scss'],
+  templateUrl: 'holding-detail-dialog.html'
 })
-export class PositionDetailDialog implements OnDestroy, OnInit {
+export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
   public accounts: Account[];
   public activities: Activity[];
   public assetClass: string;
@@ -56,6 +92,8 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
   public marketPrice: number;
   public maxPrice: number;
   public minPrice: number;
+  public netPerformance: number;
+  public netPerformancePercent: number;
   public netPerformancePercentWithCurrencyEffect: number;
   public netPerformanceWithCurrencyEffect: number;
   public quantity: number;
@@ -78,14 +116,14 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
-    public dialogRef: MatDialogRef<PositionDetailDialog>,
-    @Inject(MAT_DIALOG_DATA) public data: PositionDetailDialogParams,
+    public dialogRef: MatDialogRef<GfHoldingDetailDialogComponent>,
+    @Inject(MAT_DIALOG_DATA) public data: HoldingDetailDialogParams,
     private userService: UserService
   ) {}
 
   public ngOnInit() {
     this.dataService
-      .fetchPositionDetail({
+      .fetchHoldingDetail({
         dataSource: this.data.dataSource,
         symbol: this.data.symbol
       })
@@ -104,6 +142,8 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           marketPrice,
           maxPrice,
           minPrice,
+          netPerformance,
+          netPerformancePercent,
           netPerformancePercentWithCurrencyEffect,
           netPerformanceWithCurrencyEffect,
           orders,
@@ -126,15 +166,15 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           this.feeInBaseCurrency = feeInBaseCurrency;
           this.firstBuyDate = firstBuyDate;
           this.historicalDataItems = historicalData.map(
-            (historicalDataItem) => {
+            ({ averagePrice, date, marketPrice }) => {
               this.benchmarkDataItems.push({
-                date: historicalDataItem.date,
-                value: historicalDataItem.averagePrice
+                date,
+                value: averagePrice
               });
 
               return {
-                date: historicalDataItem.date,
-                value: historicalDataItem.marketPrice
+                date,
+                value: marketPrice
               };
             }
           );
@@ -142,6 +182,8 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           this.marketPrice = marketPrice;
           this.maxPrice = maxPrice;
           this.minPrice = minPrice;
+          this.netPerformance = netPerformance;
+          this.netPerformancePercent = netPerformancePercent;
           this.netPerformancePercentWithCurrencyEffect =
             netPerformancePercentWithCurrencyEffect;
           this.netPerformanceWithCurrencyEffect =

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

@@ -37,27 +37,58 @@
 
     <div class="row">
       <div class="col-6 mb-3">
-        <gf-value
-          i18n
-          size="medium"
-          [colorizeSign]="true"
-          [isCurrency]="true"
-          [locale]="data.locale"
-          [unit]="data.baseCurrency"
-          [value]="netPerformanceWithCurrencyEffect"
-          >Change</gf-value
-        >
+        @if (
+          SymbolProfile?.currency &&
+          data.baseCurrency !== SymbolProfile?.currency
+        ) {
+          <gf-value
+            i18n
+            size="medium"
+            [colorizeSign]="true"
+            [isCurrency]="true"
+            [locale]="data.locale"
+            [unit]="data.baseCurrency"
+            [value]="netPerformanceWithCurrencyEffect"
+            >Change with currency effect</gf-value
+          >
+        } @else {
+          <gf-value
+            i18n
+            size="medium"
+            [colorizeSign]="true"
+            [isCurrency]="true"
+            [locale]="data.locale"
+            [unit]="data.baseCurrency"
+            [value]="netPerformance"
+            >Change</gf-value
+          >
+        }
       </div>
       <div class="col-6 mb-3">
-        <gf-value
-          i18n
-          size="medium"
-          [colorizeSign]="true"
-          [isPercent]="true"
-          [locale]="data.locale"
-          [value]="netPerformancePercentWithCurrencyEffect"
-          >Performance</gf-value
-        >
+        @if (
+          SymbolProfile?.currency &&
+          data.baseCurrency !== SymbolProfile?.currency
+        ) {
+          <gf-value
+            i18n
+            size="medium"
+            [colorizeSign]="true"
+            [isPercent]="true"
+            [locale]="data.locale"
+            [value]="netPerformancePercentWithCurrencyEffect"
+            >Performance with currency effect</gf-value
+          >
+        } @else {
+          <gf-value
+            i18n
+            size="medium"
+            [colorizeSign]="true"
+            [isPercent]="true"
+            [locale]="data.locale"
+            [value]="netPerformancePercent"
+            >Performance</gf-value
+          >
+        }
       </div>
       <div class="col-6 mb-3">
         <gf-value
@@ -304,6 +335,7 @@
           [dataSource]="dataSource"
           [deviceType]="data.deviceType"
           [hasPermissionToCreateActivity]="false"
+          [hasPermissionToDeleteActivity]="false"
           [hasPermissionToExportActivities]="
             !data.hasImpersonationId && !user?.settings?.isRestrictedView
           "

apps/client/src/app/components/holding-detail-dialog/interfaces/interfaces.ts

@@ -2,7 +2,7 @@ import { ColorScheme } from '@ghostfolio/common/types';
 
 import { DataSource } from '@prisma/client';
 
-export interface PositionDetailDialogParams {
+export interface HoldingDetailDialogParams {
   baseCurrency: string;
   colorScheme: ColorScheme;
   dataSource: DataSource;

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

@@ -1,33 +1,30 @@
-import { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
-import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { Position, User } from '@ghostfolio/common/interfaces';
+import { PortfolioPosition, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import { DateRange } from '@ghostfolio/common/types';
+import { HoldingType, ToggleOption } from '@ghostfolio/common/types';
 
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
-import { MatDialog } from '@angular/material/dialog';
-import { ActivatedRoute, Router } from '@angular/router';
-import { DataSource } from '@prisma/client';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
-import { PositionDetailDialogParams } from '../position/position-detail-dialog/interfaces/interfaces';
-
 @Component({
   selector: 'gf-home-holdings',
   styleUrls: ['./home-holdings.scss'],
   templateUrl: './home-holdings.html'
 })
 export class HomeHoldingsComponent implements OnDestroy, OnInit {
-  public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
   public deviceType: string;
   public hasImpersonationId: boolean;
   public hasPermissionToCreateOrder: boolean;
-  public positions: Position[];
+  public holdings: PortfolioPosition[];
+  public holdingType: HoldingType = 'ACTIVE';
+  public holdingTypeOptions: ToggleOption[] = [
+    { label: $localize`Active`, value: 'ACTIVE' },
+    { label: $localize`Closed`, value: 'CLOSED' }
+  ];
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
@@ -36,25 +33,18 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
     private deviceService: DeviceDetectorService,
-    private dialog: MatDialog,
     private impersonationStorageService: ImpersonationStorageService,
-    private route: ActivatedRoute,
-    private router: Router,
     private userService: UserService
-  ) {
-    this.route.queryParams
+  ) {}
+
+  public ngOnInit() {
+    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+
+    this.impersonationStorageService
+      .onChangeHasImpersonation()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((params) => {
-        if (
-          params['dataSource'] &&
-          params['positionDetailDialog'] &&
-          params['symbol']
-        ) {
-          this.openPositionDialog({
-            dataSource: params['dataSource'],
-            symbol: params['symbol']
-          });
-        }
+      .subscribe((impersonationId) => {
+        this.hasImpersonationId = !!impersonationId;
       });
 
     this.userService.stateChanged
@@ -68,37 +58,32 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
             permissions.createOrder
           );
 
-          this.update();
+          this.holdings = undefined;
+
+          this.fetchHoldings()
+            .pipe(takeUntil(this.unsubscribeSubject))
+            .subscribe(({ holdings }) => {
+              this.holdings = holdings;
+
+              this.changeDetectorRef.markForCheck();
+            });
+
+          this.changeDetectorRef.markForCheck();
         }
       });
   }
 
-  public ngOnInit() {
-    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+  public onChangeHoldingType(aHoldingType: HoldingType) {
+    this.holdingType = aHoldingType;
 
-    this.impersonationStorageService
-      .onChangeHasImpersonation()
+    this.holdings = undefined;
+
+    this.fetchHoldings()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((impersonationId) => {
-        this.hasImpersonationId = !!impersonationId;
-      });
-  }
+      .subscribe(({ holdings }) => {
+        this.holdings = holdings;
 
-  public onChangeDateRange(dateRange: DateRange) {
-    this.dataService
-      .putUserSetting({ dateRange })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        this.userService.remove();
-
-        this.userService
-          .get()
-          .pipe(takeUntil(this.unsubscribeSubject))
-          .subscribe((user) => {
-            this.user = user;
-
-            this.changeDetectorRef.markForCheck();
-          });
+        this.changeDetectorRef.markForCheck();
       });
   }
 
@@ -107,59 +92,16 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
     this.unsubscribeSubject.complete();
   }
 
-  private openPositionDialog({
-    dataSource,
-    symbol
-  }: {
-    dataSource: DataSource;
-    symbol: string;
-  }) {
-    this.userService
-      .get()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((user) => {
-        this.user = user;
+  private fetchHoldings() {
+    const filters = this.userService.getFilters();
 
-        const dialogRef = this.dialog.open(PositionDetailDialog, {
-          autoFocus: false,
-          data: <PositionDetailDialogParams>{
-            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'
-        });
+    if (this.holdingType === 'CLOSED') {
+      filters.push({ id: 'CLOSED', type: 'HOLDING_TYPE' });
+    }
 
-        dialogRef
-          .afterClosed()
-          .pipe(takeUntil(this.unsubscribeSubject))
-          .subscribe(() => {
-            this.router.navigate(['.'], { relativeTo: this.route });
-          });
-      });
-  }
-
-  private update() {
-    this.positions = undefined;
-
-    this.dataService
-      .fetchPositions({ range: this.user?.settings?.dateRange })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ positions }) => {
-        this.positions = positions;
-
-        this.changeDetectorRef.markForCheck();
-      });
-
-    this.changeDetectorRef.markForCheck();
+    return this.dataService.fetchPortfolioHoldings({
+      filters,
+      range: this.user?.settings?.dateRange
+    });
   }
 }

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

@@ -1,27 +1,38 @@
-<div class="container justify-content-center p-3">
+<div class="container">
   <div class="row">
-    <div class="align-items-center col-xs-12 col-md-8 offset-md-2">
-      <mat-card appearance="outlined">
-        <mat-card-content class="p-0">
-          <gf-positions
-            [baseCurrency]="user?.settings?.baseCurrency"
-            [deviceType]="deviceType"
-            [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
-            [locale]="user?.settings?.locale"
-            [positions]="positions"
-            [range]="user?.settings?.dateRange"
-          />
-        </mat-card-content>
-      </mat-card>
-      <div *ngIf="hasPermissionToCreateOrder" class="text-center">
-        <a
-          class="mt-3"
-          i18n
-          mat-stroked-button
-          [routerLink]="['/portfolio', 'activities']"
-          >Manage Activities</a
-        >
+    <div class="col">
+      <h1 class="d-none d-sm-block h3 mb-3 text-center" i18n>Holdings</h1>
+    </div>
+  </div>
+  <div class="row">
+    <div class="col-lg">
+      <div class="d-flex justify-content-end">
+        <gf-toggle
+          class="d-none d-lg-block"
+          [defaultValue]="holdingType"
+          [isLoading]="false"
+          [options]="holdingTypeOptions"
+          (change)="onChangeHoldingType($event.value)"
+        />
       </div>
+      <gf-holdings-table
+        [baseCurrency]="user?.settings?.baseCurrency"
+        [deviceType]="deviceType"
+        [hasPermissionToCreateActivity]="hasPermissionToCreateOrder"
+        [holdings]="holdings"
+        [locale]="user?.settings?.locale"
+      />
+      @if (hasPermissionToCreateOrder && holdings?.length > 0) {
+        <div class="text-center">
+          <a
+            class="mt-3"
+            i18n
+            mat-stroked-button
+            [routerLink]="['/portfolio', 'activities']"
+            >Manage Activities</a
+          >
+        </div>
+      }
     </div>
   </div>
 </div>

apps/client/src/app/components/home-holdings/home-holdings.module.ts

@@ -1,11 +1,9 @@
-import { GfPositionDetailDialogModule } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.module';
-import { GfPositionsModule } from '@ghostfolio/client/components/positions/positions.module';
 import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
+import { GfHoldingsTableComponent } from '@ghostfolio/ui/holdings-table';
 
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
-import { MatCardModule } from '@angular/material/card';
 import { RouterModule } from '@angular/router';
 
 import { HomeHoldingsComponent } from './home-holdings.component';
@@ -14,11 +12,9 @@ import { HomeHoldingsComponent } from './home-holdings.component';
   declarations: [HomeHoldingsComponent],
   imports: [
     CommonModule,
-    GfPositionDetailDialogModule,
-    GfPositionsModule,
+    GfHoldingsTableComponent,
     GfToggleModule,
     MatButtonModule,
-    MatCardModule,
     RouterModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

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

@@ -11,7 +11,7 @@
         [colorScheme]="user?.settings?.colorScheme"
         [historicalDataItems]="historicalDataItems"
         [isAnimated]="true"
-        [locale]="user?.settings?.locale"
+        [locale]="user?.settings?.locale || undefined"
         [showXAxis]="true"
         [showYAxis]="true"
         [yMax]="100"
@@ -30,7 +30,7 @@
     <div class="col-xs-12 col-md-8 offset-md-2">
       <gf-benchmark
         [benchmarks]="benchmarks"
-        [locale]="user?.settings?.locale"
+        [locale]="user?.settings?.locale || undefined"
         [user]="user"
       />
       <ngx-skeleton-loader

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

@@ -41,9 +41,7 @@
         [isCurrency]="true"
         [locale]="locale"
         [value]="
-          isLoading
-            ? undefined
-            : performance?.currentNetPerformanceWithCurrencyEffect
+          isLoading ? undefined : performance?.netPerformanceWithCurrencyEffect
         "
       />
     </div>
@@ -55,7 +53,7 @@
         [value]="
           isLoading
             ? undefined
-            : performance?.currentNetPerformancePercentWithCurrencyEffect
+            : performance?.netPerformancePercentageWithCurrencyEffect
         "
       />
     </div>

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

@@ -49,12 +49,12 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
         this.value.nativeElement.innerHTML = '';
       }
     } else {
-      if (isNumber(this.performance?.currentValue)) {
-        new CountUp('value', this.performance?.currentValue, {
+      if (isNumber(this.performance?.currentValueInBaseCurrency)) {
+        new CountUp('value', this.performance?.currentValueInBaseCurrency, {
           decimal: getNumberFormatDecimal(this.locale),
           decimalPlaces:
             this.deviceType === 'mobile' &&
-            this.performance?.currentValue >= 100000
+            this.performance?.currentValueInBaseCurrency >= 100000
               ? 0
               : 2,
           duration: 1,
@@ -63,8 +63,7 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
       } else if (this.showDetails === false) {
         new CountUp(
           'value',
-          this.performance?.currentNetPerformancePercentWithCurrencyEffect *
-            100,
+          this.performance?.netPerformancePercentageWithCurrencyEffect * 100,
           {
             decimal: getNumberFormatDecimal(this.locale),
             decimalPlaces: 2,

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

@@ -9,9 +9,19 @@
     class="flex-nowrap px-3 py-1 row"
     [hidden]="summary?.ordersCount === null"
   >
-    <div class="flex-grow-1 ml-3 text-truncate" i18n>
+    <div class="d-flex flex-grow-1 ml-3 text-truncate">
       {{ summary?.ordersCount }}
-      {summary?.ordersCount, plural, =1 {transaction} other {transactions}}
+      <ng-container i18n>{summary?.ordersCount, plural,
+        =1 {activity}
+        other {activities}
+      }</ng-container>
+      <span
+        class="align-items-center d-flex ml-1"
+        matTooltipPosition="above"
+        [matTooltip]="buyAndSellActivitiesTooltip"
+      >
+        <ion-icon name="information-circle-outline" />
+      </span>
     </div>
   </div>
   <div class="row">
@@ -65,9 +75,7 @@
         [locale]="locale"
         [unit]="baseCurrency"
         [value]="
-          isLoading
-            ? undefined
-            : summary?.currentGrossPerformanceWithCurrencyEffect
+          isLoading ? undefined : summary?.grossPerformanceWithCurrencyEffect
         "
       />
     </div>
@@ -91,7 +99,7 @@
         [value]="
           isLoading
             ? undefined
-            : summary?.currentGrossPerformancePercentWithCurrencyEffect
+            : summary?.grossPerformancePercentageWithCurrencyEffect
         "
       />
     </div>
@@ -121,9 +129,7 @@
         [locale]="locale"
         [unit]="baseCurrency"
         [value]="
-          isLoading
-            ? undefined
-            : summary?.currentNetPerformanceWithCurrencyEffect
+          isLoading ? undefined : summary?.netPerformanceWithCurrencyEffect
         "
       />
     </div>
@@ -147,7 +153,7 @@
         [value]="
           isLoading
             ? undefined
-            : summary?.currentNetPerformancePercentWithCurrencyEffect
+            : summary?.netPerformancePercentageWithCurrencyEffect
         "
       />
     </div>
@@ -164,7 +170,7 @@
         [isCurrency]="true"
         [locale]="locale"
         [unit]="baseCurrency"
-        [value]="isLoading ? undefined : summary?.currentValue"
+        [value]="isLoading ? undefined : summary?.currentValueInBaseCurrency"
       />
     </div>
   </div>

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

@@ -1,5 +1,6 @@
 import { getDateFnsLocale, getLocale } from '@ghostfolio/common/helper';
 import { PortfolioSummary } from '@ghostfolio/common/interfaces';
+import { translate } from '@ghostfolio/ui/i18n';
 
 import {
   ChangeDetectionStrategy,
@@ -28,6 +29,9 @@ export class PortfolioSummaryComponent implements OnChanges, OnInit {
 
   @Output() emergencyFundChanged = new EventEmitter<number>();
 
+  public buyAndSellActivitiesTooltip = translate(
+    'BUY_AND_SELL_ACTIVITIES_TOOLTIP'
+  );
   public timeInMarket: string;
 
   public constructor() {}

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

@@ -2,13 +2,14 @@ import { GfValueComponent } from '@ghostfolio/ui/value';
 
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatTooltipModule } from '@angular/material/tooltip';
 
 import { PortfolioSummaryComponent } from './portfolio-summary.component';
 
 @NgModule({
   declarations: [PortfolioSummaryComponent],
   exports: [PortfolioSummaryComponent],
-  imports: [CommonModule, GfValueComponent],
+  imports: [CommonModule, GfValueComponent, MatTooltipModule],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfPortfolioSummaryModule {}

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

@@ -1,40 +0,0 @@
-import { GfAccountsTableModule } from '@ghostfolio/client/components/accounts-table/accounts-table.module';
-import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
-import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
-import { GfActivitiesTableComponent } from '@ghostfolio/ui/activities-table';
-import { GfDataProviderCreditsComponent } from '@ghostfolio/ui/data-provider-credits';
-import { GfLineChartComponent } from '@ghostfolio/ui/line-chart';
-import { GfPortfolioProportionChartComponent } from '@ghostfolio/ui/portfolio-proportion-chart';
-import { GfValueComponent } from '@ghostfolio/ui/value';
-
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatButtonModule } from '@angular/material/button';
-import { MatChipsModule } from '@angular/material/chips';
-import { MatDialogModule } from '@angular/material/dialog';
-import { MatTabsModule } from '@angular/material/tabs';
-import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
-
-import { PositionDetailDialog } from './position-detail-dialog.component';
-
-@NgModule({
-  declarations: [PositionDetailDialog],
-  imports: [
-    CommonModule,
-    GfAccountsTableModule,
-    GfActivitiesTableComponent,
-    GfDataProviderCreditsComponent,
-    GfDialogFooterModule,
-    GfDialogHeaderModule,
-    GfLineChartComponent,
-    GfPortfolioProportionChartComponent,
-    GfValueComponent,
-    MatButtonModule,
-    MatChipsModule,
-    MatDialogModule,
-    MatTabsModule,
-    NgxSkeletonLoaderModule
-  ],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class GfPositionDetailDialogModule {}

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

@@ -1,72 +0,0 @@
-<div class="container p-0">
-  <div class="flex-nowrap no-gutters row">
-    <a
-      class="d-flex p-3 w-100"
-      [ngClass]="{ 'cursor-default': isLoading }"
-      [queryParams]="{
-        dataSource: position?.dataSource,
-        positionDetailDialog: true,
-        symbol: position?.symbol
-      }"
-      [routerLink]="[]"
-    >
-      <div class="d-flex mr-2">
-        <gf-trend-indicator
-          class="d-flex"
-          size="large"
-          [isLoading]="isLoading"
-          [marketState]="position?.marketState"
-          [range]="range"
-          [value]="position?.netPerformancePercentageWithCurrencyEffect"
-        />
-      </div>
-      <div *ngIf="isLoading" class="flex-grow-1">
-        <ngx-skeleton-loader
-          animation="pulse"
-          class="mb-1"
-          [theme]="{
-            height: '1.2rem',
-            width: '12rem'
-          }"
-        />
-        <ngx-skeleton-loader
-          animation="pulse"
-          [theme]="{
-            height: '1rem',
-            width: '8rem'
-          }"
-        />
-      </div>
-      <div *ngIf="!isLoading" class="flex-grow-1 text-truncate">
-        <div class="h6 m-0 text-truncate">{{ position?.name }}</div>
-        <div class="d-flex">
-          <small class="text-muted">{{ position?.symbol | gfSymbol }}</small>
-        </div>
-        <div class="d-flex mt-1">
-          <gf-value
-            class="mr-3"
-            [colorizeSign]="true"
-            [isCurrency]="true"
-            [locale]="locale"
-            [unit]="baseCurrency"
-            [value]="position?.netPerformanceWithCurrencyEffect"
-          />
-          <gf-value
-            [colorizeSign]="true"
-            [isPercent]="true"
-            [locale]="locale"
-            [value]="position?.netPerformancePercentageWithCurrencyEffect"
-          />
-        </div>
-      </div>
-      <div class="align-items-center d-flex">
-        <ion-icon
-          *ngIf="!isLoading"
-          class="chevron text-muted"
-          name="chevron-forward-outline"
-          size="small"
-        />
-      </div>
-    </a>
-  </div>
-</div>

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

@@ -1,13 +0,0 @@
-:host {
-  display: block;
-
-  .container {
-    gf-trend-indicator {
-      padding-top: 0.15rem;
-    }
-
-    .chevron {
-      opacity: 0.33;
-    }
-  }
-}

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

@@ -1,40 +0,0 @@
-import { UNKNOWN_KEY } from '@ghostfolio/common/config';
-import { getLocale } from '@ghostfolio/common/helper';
-import { Position } from '@ghostfolio/common/interfaces';
-
-import {
-  ChangeDetectionStrategy,
-  Component,
-  Input,
-  OnDestroy,
-  OnInit
-} from '@angular/core';
-import { Subject } from 'rxjs';
-
-@Component({
-  selector: 'gf-position',
-  changeDetection: ChangeDetectionStrategy.OnPush,
-  templateUrl: './position.component.html',
-  styleUrls: ['./position.component.scss']
-})
-export class PositionComponent implements OnDestroy, OnInit {
-  @Input() baseCurrency: string;
-  @Input() deviceType: string;
-  @Input() isLoading: boolean;
-  @Input() locale = getLocale();
-  @Input() position: Position;
-  @Input() range: string;
-
-  public unknownKey = UNKNOWN_KEY;
-
-  private unsubscribeSubject = new Subject<void>();
-
-  public constructor() {}
-
-  public ngOnInit() {}
-
-  public ngOnDestroy() {
-    this.unsubscribeSubject.next();
-    this.unsubscribeSubject.complete();
-  }
-}

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

@@ -1,29 +0,0 @@
-import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
-import { GfTrendIndicatorComponent } from '@ghostfolio/ui/trend-indicator';
-import { GfValueComponent } from '@ghostfolio/ui/value';
-
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatDialogModule } from '@angular/material/dialog';
-import { RouterModule } from '@angular/router';
-import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
-
-import { GfPositionDetailDialogModule } from './position-detail-dialog/position-detail-dialog.module';
-import { PositionComponent } from './position.component';
-
-@NgModule({
-  declarations: [PositionComponent],
-  exports: [PositionComponent],
-  imports: [
-    CommonModule,
-    GfPositionDetailDialogModule,
-    GfSymbolModule,
-    GfTrendIndicatorComponent,
-    GfValueComponent,
-    MatDialogModule,
-    NgxSkeletonLoaderModule,
-    RouterModule
-  ],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class GfPositionModule {}

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

@@ -1,35 +0,0 @@
-<div class="container p-0">
-  <div class="row no-gutters">
-    <div class="col">
-      <ng-container *ngIf="positions === undefined">
-        <gf-position [isLoading]="true" />
-      </ng-container>
-      <ng-container *ngIf="positions !== undefined">
-        <ng-container *ngIf="hasPositions">
-          <gf-position
-            *ngFor="let position of positionsWithPriority"
-            [baseCurrency]="baseCurrency"
-            [deviceType]="deviceType"
-            [locale]="locale"
-            [position]="position"
-            [range]="range"
-          />
-          <gf-position
-            *ngFor="let position of positionsRest"
-            [baseCurrency]="baseCurrency"
-            [deviceType]="deviceType"
-            [locale]="locale"
-            [position]="position"
-            [range]="range"
-          />
-        </ng-container>
-        <div
-          *ngIf="hasPermissionToCreateOrder && !hasPositions"
-          class="p-3 text-center"
-        >
-          <gf-no-transactions-info-indicator [hasBorder]="false" />
-        </div>
-      </ng-container>
-    </div>
-  </div>
-</div>

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

@@ -1,17 +0,0 @@
-:host {
-  display: block;
-
-  gf-position {
-    &:nth-child(even) {
-      background-color: rgba(0, 0, 0, var(--gf-theme-alpha-hover));
-    }
-  }
-}
-
-:host-context(.is-dark-theme) {
-  gf-position {
-    &:nth-child(even) {
-      background-color: rgba(255, 255, 255, var(--gf-theme-alpha-hover));
-    }
-  }
-}

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

@@ -1,70 +0,0 @@
-import { getLocale } from '@ghostfolio/common/helper';
-import { Position } from '@ghostfolio/common/interfaces';
-
-import {
-  ChangeDetectionStrategy,
-  Component,
-  Input,
-  OnChanges,
-  OnInit
-} from '@angular/core';
-
-@Component({
-  selector: 'gf-positions',
-  changeDetection: ChangeDetectionStrategy.OnPush,
-  templateUrl: './positions.component.html',
-  styleUrls: ['./positions.component.scss']
-})
-export class PositionsComponent implements OnChanges, OnInit {
-  @Input() baseCurrency: string;
-  @Input() deviceType: string;
-  @Input() hasPermissionToCreateOrder: boolean;
-  @Input() locale = getLocale();
-  @Input() positions: Position[];
-  @Input() range: string;
-
-  public hasPositions: boolean;
-  public positionsRest: Position[] = [];
-  public positionsWithPriority: Position[] = [];
-
-  public constructor() {}
-
-  public ngOnInit() {}
-
-  public ngOnChanges() {
-    if (this.positions) {
-      this.hasPositions = this.positions.length > 0;
-
-      if (!this.hasPositions) {
-        return;
-      }
-
-      this.positionsRest = [];
-      this.positionsWithPriority = [];
-
-      for (const portfolioPosition of this.positions) {
-        if (portfolioPosition.marketState === 'open' || this.range !== '1d') {
-          // Only show positions where the market is open in today's view
-          this.positionsWithPriority.push(portfolioPosition);
-        } else {
-          this.positionsRest.push(portfolioPosition);
-        }
-      }
-
-      this.positionsRest.sort((a, b) =>
-        (a.name || a.symbol)?.toLowerCase() >
-        (b.name || b.symbol)?.toLowerCase()
-          ? 1
-          : -1
-      );
-      this.positionsWithPriority.sort((a, b) =>
-        (a.name || a.symbol)?.toLowerCase() >
-        (b.name || b.symbol)?.toLowerCase()
-          ? 1
-          : -1
-      );
-    } else {
-      this.hasPositions = false;
-    }
-  }
-}

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

@@ -1,21 +0,0 @@
-import { GfNoTransactionsInfoComponent } from '@ghostfolio/ui/no-transactions-info';
-
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatButtonModule } from '@angular/material/button';
-
-import { GfPositionModule } from '../position/position.module';
-import { PositionsComponent } from './positions.component';
-
-@NgModule({
-  declarations: [PositionsComponent],
-  exports: [PositionsComponent],
-  imports: [
-    CommonModule,
-    GfNoTransactionsInfoComponent,
-    GfPositionModule,
-    MatButtonModule
-  ],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class GfPositionsModule {}

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

@@ -6,7 +6,6 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
 
-import { GfPositionModule } from '../position/position.module';
 import { RulesComponent } from './rules.component';
 
 @NgModule({
@@ -15,7 +14,6 @@ import { RulesComponent } from './rules.component';
   imports: [
     CommonModule,
     GfNoTransactionsInfoComponent,
-    GfPositionModule,
     GfRuleModule,
     MatButtonModule,
     MatCardModule

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

@@ -21,6 +21,7 @@ import { CreateOrUpdateAccessDialog } from './create-or-update-access-dialog/cre
 
 @Component({
   changeDetection: ChangeDetectionStrategy.OnPush,
+  host: { class: 'has-fab' },
   selector: 'gf-user-account-access',
   styleUrls: ['./user-account-access.scss'],
   templateUrl: './user-account-access.html'

apps/client/src/app/core/auth.guard.ts

@@ -1,4 +1,3 @@
-import { paths } from '@ghostfolio/client/app-routing.module';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { SettingsStorageService } from '@ghostfolio/client/services/settings-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
@@ -12,6 +11,8 @@ import {
 import { EMPTY } from 'rxjs';
 import { catchError } from 'rxjs/operators';
 
+import { paths } from './paths';
+
 @Injectable({ providedIn: 'root' })
 export class AuthGuard {
   private static PUBLIC_PAGE_ROUTES = [

apps/client/src/app/core/paths.ts

@@ -0,0 +1,11 @@
+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`
+};

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

@@ -1,5 +1,5 @@
-import { paths } from '@ghostfolio/client/app-routing.module';
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
+import { paths } from '@ghostfolio/client/core/paths';
 
 import { NgModule } from '@angular/core';
 import { RouterModule, Routes } from '@angular/router';

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

@@ -77,7 +77,7 @@
             mat-icon-button
             title="Follow Ghostfolio on X (formerly Twitter)"
           >
-            <span class="line-height-1 text-center w-100">𝕏</span>
+            <ion-icon name="logo-x" />
           </a>
           <a
             *ngIf="user?.subscription?.type === 'Premium'"

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

@@ -21,7 +21,7 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog/c
 import { TransferBalanceDialog } from './transfer-balance/transfer-balance-dialog.component';
 
 @Component({
-  host: { class: 'page' },
+  host: { class: 'has-fab page' },
   selector: 'gf-accounts-page',
   styleUrls: ['./accounts-page.scss'],
   templateUrl: './accounts-page.html'

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

@@ -2,7 +2,6 @@ import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { validateObjectForForm } from '@ghostfolio/client/util/form.util';
-import { Currency } from '@ghostfolio/common/interfaces';
 
 import {
   ChangeDetectionStrategy,
@@ -33,7 +32,7 @@ import { CreateOrUpdateAccountDialogParams } from './interfaces/interfaces';
 })
 export class CreateOrUpdateAccountDialog implements OnDestroy {
   public accountForm: FormGroup;
-  public currencies: Currency[] = [];
+  public currencies: string[] = [];
   public filteredPlatforms: Observable<Platform[]>;
   public platforms: Platform[];
 
@@ -49,10 +48,7 @@ export class CreateOrUpdateAccountDialog implements OnDestroy {
   public ngOnInit() {
     const { currencies, platforms } = this.dataService.fetchInfo();
 
-    this.currencies = currencies.map((currency) => ({
-      label: currency,
-      value: currency
-    }));
+    this.currencies = currencies;
     this.platforms = platforms;
 
     this.accountForm = this.formBuilder.group({
@@ -107,7 +103,7 @@ export class CreateOrUpdateAccountDialog implements OnDestroy {
     const account: CreateAccountDto | UpdateAccountDto = {
       balance: this.accountForm.get('balance').value,
       comment: this.accountForm.get('comment').value || null,
-      currency: this.accountForm.get('currency').value?.value,
+      currency: this.accountForm.get('currency').value,
       id: this.accountForm.get('accountId').value,
       isExcluded: this.accountForm.get('isExcluded').value,
       name: this.accountForm.get('name').value,

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

@@ -1,16 +0,0 @@
-import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
-
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
-
-import { DemoPageComponent } from './demo-page.component';
-
-const routes: Routes = [
-  { path: '', component: DemoPageComponent, canActivate: [AuthGuard] }
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class DemoPageRoutingModule {}

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

@@ -2,16 +2,19 @@ import { DataService } from '@ghostfolio/client/services/data.service';
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
 import { InfoItem } from '@ghostfolio/common/interfaces';
 
+import { CommonModule } from '@angular/common';
 import { Component, OnDestroy } from '@angular/core';
 import { Router } from '@angular/router';
 import { Subject } from 'rxjs';
 
 @Component({
   host: { class: 'page' },
+  imports: [CommonModule],
   selector: 'gf-demo-page',
+  standalone: true,
   templateUrl: './demo-page.html'
 })
-export class DemoPageComponent implements OnDestroy {
+export class GfDemoPageComponent implements OnDestroy {
   public info: InfoItem;
 
   private unsubscribeSubject = new Subject<void>();

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

@@ -1,12 +0,0 @@
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-
-import { DemoPageRoutingModule } from './demo-page-routing.module';
-import { DemoPageComponent } from './demo-page.component';
-
-@NgModule({
-  declarations: [DemoPageComponent],
-  imports: [CommonModule, DemoPageRoutingModule],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class DemoPageModule {}

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

@@ -30,8 +30,10 @@
           systems, including
           <a href="https://github.com/bigbeartechworld/big-bear-casaos"
             >CasaOS</a
-          >, Home Assistant,
-          <a href="https://www.runtipi.io/docs/apps-available">Runtipi</a>,
+          >,
+          <a href="https://github.com/lildude/ha-addon-ghostfolio"
+            >Home Assistant</a
+          >, <a href="https://www.runtipi.io/docs/apps-available">Runtipi</a>,
           <a href="https://truecharts.org/charts/stable/ghostfolio"
             >TrueCharts</a
           >, <a href="https://apps.umbrel.com/app/ghostfolio">Umbrel</a>, and

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

@@ -1,21 +0,0 @@
-import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
-
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
-
-import { FeaturesPageComponent } from './features-page.component';
-
-const routes: Routes = [
-  {
-    canActivate: [AuthGuard],
-    component: FeaturesPageComponent,
-    path: '',
-    title: $localize`Features`
-  }
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class FeaturesPageRoutingModule {}

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

@@ -2,17 +2,30 @@ import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { InfoItem, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { GfPremiumIndicatorComponent } from '@ghostfolio/ui/premium-indicator';
 
+import { CommonModule } from '@angular/common';
 import { ChangeDetectorRef, Component, OnDestroy } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCardModule } from '@angular/material/card';
+import { RouterModule } from '@angular/router';
 import { Subject, takeUntil } from 'rxjs';
 
 @Component({
   host: { class: 'page' },
+  imports: [
+    CommonModule,
+    GfPremiumIndicatorComponent,
+    MatButtonModule,
+    MatCardModule,
+    RouterModule
+  ],
   selector: 'gf-features-page',
+  standalone: true,
   styleUrls: ['./features-page.scss'],
   templateUrl: './features-page.html'
 })
-export class FeaturesPageComponent implements OnDestroy {
+export class GfFeaturesPageComponent implements OnDestroy {
   public hasPermissionForSubscription: boolean;
   public info: InfoItem;
   public routerLinkRegister = ['/' + $localize`register`];