Release 2.12.0 (#2505)

* Change checkboxes to slide toggles on user settings page

* Update changelog

CHANGELOG.md

@@ -5,12 +5,82 @@ 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).
 
+## 2.12.0 - 2023-10-17
+
+### Added
+
+- Added the endpoint `GET api/v1/account/:id/balances` which provides historical cash balances
+- Added support to search for an asset profile by `isin`, `name` and `symbol` as an administrator (experimental)
+- Added support for creating asset profiles with `MANUAL` data source
+
+### Changed
+
+- Changed the checkboxes to slide toggles in the user settings of the user account page
+- Extended the `copy-assets` `Nx` target to copy the locales to the server’s assets
+- Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `5.2.1` to `8.3`
+
+### Fixed
+
+- Displayed the transfer cash balance button based on a permission
+- Fixed the biometric authentication
+- Fixed the query to get asset profiles that match both the `dataSource` and `symbol` values
+
+## 2.11.0 - 2023-10-14
+
+### Added
+
+- Added support to transfer a part of the cash balance from one to another account
+- Extended the markets overview by benchmarks (date of last all time high)
+- Added support to import historical market data in the admin control panel
+
+### Changed
+
+- Harmonized the style of the create button on the page for granting and revoking public access to share the portfolio
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.3.1` to `5.4.2`
+
+### Fixed
+
+- Fixed `FEE` and `INTEREST` types in the activities import of `csv` files
+- Fixed the displayed currency of the cash balance in the create or update account dialog
+
+## 2.10.0 - 2023-10-09
+
+### Added
+
+- Supported enter key press to submit the form of the create or update access dialog
+
+### Changed
+
+- Improved the display of the results in the search for a holding
+- Changed the queue jobs view in the admin control panel to an `@angular/material` data table
+- Improved the symbol conversion in the _EOD Historical Data_ service
+
+## 2.9.0 - 2023-10-08
+
+### Added
+
+- Added support to search for a holding by `isin`, `name` and `symbol` (experimental)
+- Added support for notes in the activities import
+- Added support to search in the platform selector of the create or update account dialog
+- Added support for a search query in the portfolio position endpoint
+- Added the application version to the endpoint `GET api/v1/admin`
+- Introduced a carousel component for the testimonial section on the landing page
+
+### Changed
+
+- Displayed the link to the markets overview on the home page without any permission
+
+### Fixed
+
+- Fixed the style of the active features page in the navigation on desktop
+
 ## 2.8.0 - 2023-10-03
 
 ### Added
 
 - Supported enter key press to submit the form of the create or update account dialog
-- Added the version to the admin control panel
+- Added the application version to the admin control panel
 - Added pagination parameters (`skip`, `take`) to the endpoint `GET api/v1/order`
 
 ### Changed
@@ -76,13 +146,13 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Improved the preselected currency based on the account's currency in the create or edit activity dialog
+- Improved the preselected currency based on the account’s currency in the create or edit activity dialog
 - Unlocked the experimental features setting for all users
 - Upgraded `prisma` from version `5.2.0` to `5.3.1`
 
 ### Fixed
 
-- Fixed a memory leak related to the server's timezone (behind UTC) in the data gathering
+- Fixed a memory leak related to the server’s timezone (behind UTC) in the data gathering
 
 ## 2.3.0 - 2023-09-17
 
@@ -233,7 +303,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Optimized the activities import by allowing a different currency than the asset's official one
+- Optimized the activities import by allowing a different currency than the asset’s official one
 - Added a timeout to the _EOD Historical Data_ requests
 - Migrated the requests from `bent` to `got` in the _EOD Historical Data_ service
 
@@ -740,7 +810,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Persisted today's market data continuously
+- Persisted today’s market data continuously
 
 ### Fixed
 
@@ -974,7 +1044,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Filtered activities with type `ITEM` from search results
-- Considered the user's language in the _Stripe_ checkout
+- Considered the user’s language in the _Stripe_ checkout
 - Upgraded the _Stripe_ dependencies
 - Upgraded `twitter-api-v2` from version `1.10.3` to `1.14.2`
 
@@ -2648,7 +2718,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Moved the countries and sectors charts in the position detail dialog
-- Distinguished today's data point of historical data in the admin control panel
+- Distinguished today’s data point of historical data in the admin control panel
 - Restructured the server modules
 
 ### Fixed

DEVELOPMENT.md

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

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

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

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

@@ -1,8 +1,12 @@
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
+import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
-import { Accounts } from '@ghostfolio/common/interfaces';
+import {
+  AccountBalancesResponse,
+  Accounts
+} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type {
   AccountWithValue,
@@ -29,11 +33,13 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AccountService } from './account.service';
 import { CreateAccountDto } from './create-account.dto';
+import { TransferBalanceDto } from './transfer-balance.dto';
 import { UpdateAccountDto } from './update-account.dto';
 
 @Controller('account')
 export class AccountController {
   public constructor(
+    private readonly accountBalanceService: AccountBalanceService,
     private readonly accountService: AccountService,
     private readonly impersonationService: ImpersonationService,
     private readonly portfolioService: PortfolioService,
@@ -115,6 +121,18 @@ export class AccountController {
     return accountsWithAggregations.accounts[0];
   }
 
+  @Get(':id/balances')
+  @UseGuards(AuthGuard('jwt'))
+  @UseInterceptors(RedactValuesInResponseInterceptor)
+  public async getAccountBalancesById(
+    @Param('id') id: string
+  ): Promise<AccountBalancesResponse> {
+    return this.accountBalanceService.getAccountBalances({
+      accountId: id,
+      userId: this.request.user.id
+    });
+  }
+
   @Post()
   @UseGuards(AuthGuard('jwt'))
   public async createAccount(
@@ -154,6 +172,58 @@ export class AccountController {
     }
   }
 
+  @Post('transfer-balance')
+  @UseGuards(AuthGuard('jwt'))
+  public async transferAccountBalance(
+    @Body() { accountIdFrom, accountIdTo, balance }: TransferBalanceDto
+  ) {
+    if (
+      !hasPermission(this.request.user.permissions, permissions.updateAccount)
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const accountsOfUser = await this.accountService.getAccounts(
+      this.request.user.id
+    );
+
+    const currentAccountIds = accountsOfUser.map(({ id }) => {
+      return id;
+    });
+
+    if (
+      ![accountIdFrom, accountIdTo].every((accountId) => {
+        return currentAccountIds.includes(accountId);
+      })
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    const { currency } = accountsOfUser.find(({ id }) => {
+      return id === accountIdFrom;
+    });
+
+    await this.accountService.updateAccountBalance({
+      currency,
+      accountId: accountIdFrom,
+      amount: -balance,
+      userId: this.request.user.id
+    });
+
+    await this.accountService.updateAccountBalance({
+      currency,
+      accountId: accountIdTo,
+      amount: balance,
+      userId: this.request.user.id
+    });
+  }
+
   @Put(':id')
   @UseGuards(AuthGuard('jwt'))
   public async update(@Param('id') id: string, @Body() data: UpdateAccountDto) {

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

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

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

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

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

@@ -1,9 +1,9 @@
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/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 { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
 import {
-  DEFAULT_PAGE_SIZE,
   GATHER_ASSET_PROFILE_PROCESS,
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
@@ -12,8 +12,7 @@ import {
   AdminData,
   AdminMarketData,
   AdminMarketDataDetails,
-  EnhancedSymbolProfile,
+  EnhancedSymbolProfile
-  Filter
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type {
@@ -43,12 +42,14 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AdminService } from './admin.service';
 import { UpdateAssetProfileDto } from './update-asset-profile.dto';
+import { UpdateBulkMarketDataDto } from './update-bulk-market-data.dto';
 import { UpdateMarketDataDto } from './update-market-data.dto';
 
 @Controller('admin')
 export class AdminController {
   public constructor(
     private readonly adminService: AdminService,
+    private readonly apiService: ApiService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly marketDataService: MarketDataService,
     @Inject(REQUEST) private readonly request: RequestWithUser
@@ -254,6 +255,7 @@ export class AdminController {
   public async getMarketData(
     @Query('assetSubClasses') filterByAssetSubClasses?: string,
     @Query('presetId') presetId?: MarketDataPreset,
+    @Query('query') filterBySearchQuery?: string,
     @Query('skip') skip?: number,
     @Query('sortColumn') sortColumn?: string,
     @Query('sortDirection') sortDirection?: Prisma.SortOrder,
@@ -271,16 +273,10 @@ export class AdminController {
       );
     }
 
-    const assetSubClasses = filterByAssetSubClasses?.split(',') ?? [];
+    const filters = this.apiService.buildFiltersFromQueryParams({
-
+      filterByAssetSubClasses,
-    const filters: Filter[] = [
+      filterBySearchQuery
-      ...assetSubClasses.map((assetSubClass) => {
+    });
-        return <Filter>{
-          id: assetSubClass,
-          type: 'ASSET_SUB_CLASS'
-        };
-      })
-    ];
 
     return this.adminService.getMarketData({
       filters,
@@ -313,6 +309,43 @@ export class AdminController {
     return this.adminService.getMarketDataBySymbol({ dataSource, symbol });
   }
 
+  @Post('market-data/:dataSource/:symbol')
+  @UseGuards(AuthGuard('jwt'))
+  public async updateMarketData(
+    @Body() data: UpdateBulkMarketDataDto,
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ) {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const dataBulkUpdate: Prisma.MarketDataUpdateInput[] = data.marketData.map(
+      ({ date, marketPrice }) => ({
+        dataSource,
+        date,
+        marketPrice,
+        symbol,
+        state: 'CLOSE'
+      })
+    );
+
+    return this.marketDataService.updateMany({
+      data: dataBulkUpdate
+    });
+  }
+
+  /**
+   * @deprecated
+   */
   @Put('market-data/:dataSource/:symbol/:dateString')
   @UseGuards(AuthGuard('jwt'))
   public async update(
@@ -365,8 +398,11 @@ export class AdminController {
         StatusCodes.FORBIDDEN
       );
     }
-
+    return this.adminService.addAssetProfile({
-    return this.adminService.addAssetProfile({ dataSource, symbol });
+      dataSource,
+      symbol,
+      currency: this.request.user.Settings.settings.baseCurrency
+    });
   }
 
   @Delete('profile-data/:dataSource/:symbol')

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

@@ -1,4 +1,5 @@
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.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';
@@ -15,6 +16,7 @@ import { QueueModule } from './queue/queue.module';
 
 @Module({
   imports: [
+    ApiModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,

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

@@ -1,4 +1,5 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
+import { environment } from '@ghostfolio/api/environments/environment';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@@ -40,10 +41,19 @@ export class AdminService {
   ) {}
 
   public async addAssetProfile({
+    currency,
     dataSource,
     symbol
-  }: UniqueAsset): Promise<SymbolProfile | never> {
+  }: UniqueAsset & { currency?: string }): Promise<SymbolProfile | never> {
     try {
+      if (dataSource === 'MANUAL') {
+        return this.symbolProfileService.add({
+          currency,
+          dataSource,
+          symbol
+        });
+      }
+
       const assetProfiles = await this.dataProviderService.getAssetProfiles([
         { dataSource, symbol }
       ]);
@@ -97,7 +107,8 @@ export class AdminService {
       settings: await this.propertyService.get(),
       transactionCount: await this.prismaService.order.count(),
       userCount: await this.prismaService.user.count(),
-      users: await this.getUsersWithAnalytics()
+      users: await this.getUsersWithAnalytics(),
+      version: environment.version
     };
   }
 
@@ -129,10 +140,14 @@ export class AdminService {
       filters = [{ id: 'ETF', type: 'ASSET_SUB_CLASS' }];
     }
 
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
+
     const { ASSET_SUB_CLASS: filtersByAssetSubClass } = groupBy(
       filters,
-      (filter) => {
+      ({ type }) => {
-        return filter.type;
+        return type;
       }
     );
 
@@ -145,6 +160,14 @@ export class AdminService {
       where.assetSubClass = AssetSubClass[filtersByAssetSubClass[0].id];
     }
 
+    if (searchQuery) {
+      where.OR = [
+        { isin: { mode: 'insensitive', startsWith: searchQuery } },
+        { name: { mode: 'insensitive', startsWith: searchQuery } },
+        { symbol: { mode: 'insensitive', startsWith: searchQuery } }
+      ];
+    }
+
     if (sortColumn) {
       orderBy = [{ [sortColumn]: sortDirection }];
 
@@ -171,7 +194,9 @@ export class AdminService {
           assetSubClass: true,
           comment: true,
           countries: true,
+          currency: true,
           dataSource: true,
+          name: true,
           Order: {
             orderBy: [{ date: 'asc' }],
             select: { date: true },
@@ -192,7 +217,9 @@ export class AdminService {
         assetSubClass,
         comment,
         countries,
+        currency,
         dataSource,
+        name,
         Order,
         sectors,
         symbol
@@ -211,8 +238,10 @@ export class AdminService {
           assetClass,
           assetSubClass,
           comment,
+          currency,
           countriesCount,
           dataSource,
+          name,
           symbol,
           marketDataItemCount,
           sectorsCount,
@@ -339,6 +368,8 @@ export class AdminService {
           symbol,
           assetClass: 'CASH',
           countriesCount: 0,
+          currency: symbol.replace(DEFAULT_CURRENCY, ''),
+          name: symbol,
           sectorsCount: 0
         };
       });

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

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

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

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

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

@@ -64,7 +64,7 @@ export class WebAuthService {
       }
     };
 
-    const options = generateRegistrationOptions(opts);
+    const options = await generateRegistrationOptions(opts);
 
     await this.userService.updateUser({
       data: {
@@ -88,10 +88,16 @@ export class WebAuthService {
     let verification: VerifiedRegistrationResponse;
     try {
       const opts: VerifyRegistrationResponseOpts = {
-        credential,
         expectedChallenge,
         expectedOrigin: this.expectedOrigin,
-        expectedRPID: this.rpID
+        expectedRPID: this.rpID,
+        response: {
+          clientExtensionResults: credential.clientExtensionResults,
+          id: credential.id,
+          rawId: credential.rawId,
+          response: credential.response,
+          type: 'public-key'
+        }
       };
       verification = await verifyRegistrationResponse(opts);
     } catch (error) {
@@ -117,8 +123,8 @@ export class WebAuthService {
          */
         existingDevice = await this.deviceService.createAuthDevice({
           counter,
-          credentialPublicKey,
+          credentialId: Buffer.from(credentialID),
-          credentialId: credentialID,
+          credentialPublicKey: Buffer.from(credentialPublicKey),
           User: { connect: { id: user.id } }
         });
       }
@@ -152,7 +158,7 @@ export class WebAuthService {
       userVerification: 'preferred'
     };
 
-    const options = generateAuthenticationOptions(opts);
+    const options = await generateAuthenticationOptions(opts);
 
     await this.userService.updateUser({
       data: {
@@ -181,7 +187,6 @@ export class WebAuthService {
     let verification: VerifiedAuthenticationResponse;
     try {
       const opts: VerifyAuthenticationResponseOpts = {
-        credential,
         authenticator: {
           credentialID: device.credentialId,
           credentialPublicKey: device.credentialPublicKey,
@@ -189,9 +194,16 @@ export class WebAuthService {
         },
         expectedChallenge: `${user.authChallenge}`,
         expectedOrigin: this.expectedOrigin,
-        expectedRPID: this.rpID
+        expectedRPID: this.rpID,
+        response: {
+          clientExtensionResults: credential.clientExtensionResults,
+          id: credential.id,
+          rawId: credential.rawId,
+          response: credential.response,
+          type: 'public-key'
+        }
       };
-      verification = verifyAuthenticationResponse(opts);
+      verification = await verifyAuthenticationResponse(opts);
     } catch (error) {
       Logger.error(error, 'WebAuthService');
       throw new InternalServerErrorException({ error: error.message });

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

@@ -64,7 +64,7 @@ export class BenchmarkService {
 
     const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
 
-    const promises: Promise<number>[] = [];
+    const promises: Promise<{ date: Date; marketPrice: number }>[] = [];
 
     const quotes = await this.dataProviderService.getQuotes({
       items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
@@ -85,15 +85,14 @@ export class BenchmarkService {
 
       let performancePercentFromAllTimeHigh = 0;
 
-      if (allTimeHigh && marketPrice) {
+      if (allTimeHigh?.marketPrice && marketPrice) {
         performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
-          allTimeHigh,
+          allTimeHigh.marketPrice,
           marketPrice
         );
       } else {
         storeInCache = false;
       }
-
       return {
         marketCondition: this.getMarketCondition(
           performancePercentFromAllTimeHigh
@@ -101,6 +100,7 @@ export class BenchmarkService {
         name: benchmarkAssetProfiles[index].name,
         performances: {
           allTimeHigh: {
+            date: allTimeHigh.date,
             performancePercent: performancePercentFromAllTimeHigh
           }
         }

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

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

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

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

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

@@ -1014,6 +1014,9 @@ export class PortfolioService {
     filters?: Filter[];
     impersonationId: string;
   }): Promise<{ hasErrors: boolean; positions: Position[] }> {
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
     const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { portfolioOrders, transactionPoints } =
@@ -1042,9 +1045,9 @@ export class PortfolioService {
     const currentPositions =
       await portfolioCalculator.getCurrentPositions(startDate);
 
-    const positions = currentPositions.positions.filter(
+    let positions = currentPositions.positions.filter(({ quantity }) => {
-      (item) => !item.quantity.eq(0)
+      return !quantity.eq(0);
-    );
+    });
 
     const dataGatheringItems = positions.map(({ dataSource, symbol }) => {
       return {
@@ -1067,12 +1070,25 @@ export class PortfolioService {
       symbolProfileMap[symbolProfile.symbol] = symbolProfile;
     }
 
+    if (searchQuery) {
+      positions = positions.filter(({ symbol }) => {
+        const enhancedSymbolProfile = symbolProfileMap[symbol];
+
+        return (
+          enhancedSymbolProfile.isin?.toLowerCase().startsWith(searchQuery) ||
+          enhancedSymbolProfile.name?.toLowerCase().startsWith(searchQuery) ||
+          enhancedSymbolProfile.symbol?.toLowerCase().startsWith(searchQuery)
+        );
+      });
+    }
+
     return {
       hasErrors: currentPositions.hasErrors,
       positions: positions.map((position) => {
         return {
           ...position,
           assetClass: symbolProfileMap[position.symbol].assetClass,
+          assetSubClass: symbolProfileMap[position.symbol].assetSubClass,
           averagePrice: new Big(position.averagePrice).toNumber(),
           grossPerformance: position.grossPerformance?.toNumber() ?? null,
           grossPerformancePercentage:

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

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

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

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

apps/api/src/services/account-balance/account-balance.service.ts

@@ -1,4 +1,5 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+import { AccountBalancesResponse } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { AccountBalance, Prisma } from '@prisma/client';
 
@@ -13,4 +14,29 @@ export class AccountBalanceService {
       data
     });
   }
+
+  public async getAccountBalances({
+    accountId,
+    userId
+  }: {
+    accountId: string;
+    userId: string;
+  }): Promise<AccountBalancesResponse> {
+    const balances = await this.prismaService.accountBalance.findMany({
+      orderBy: {
+        date: 'asc'
+      },
+      select: {
+        date: true,
+        id: true,
+        value: true
+      },
+      where: {
+        accountId,
+        userId
+      }
+    });
+
+    return { balances };
+  }
 }

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

@@ -8,14 +8,20 @@ export class ApiService {
   public buildFiltersFromQueryParams({
     filterByAccounts,
     filterByAssetClasses,
+    filterByAssetSubClasses,
+    filterBySearchQuery,
     filterByTags
   }: {
     filterByAccounts?: string;
     filterByAssetClasses?: string;
+    filterByAssetSubClasses?: string;
+    filterBySearchQuery?: string;
     filterByTags?: string;
   }): Filter[] {
     const accountIds = filterByAccounts?.split(',') ?? [];
     const assetClasses = filterByAssetClasses?.split(',') ?? [];
+    const assetSubClasses = filterByAssetSubClasses?.split(',') ?? [];
+    const searchQuery = filterBySearchQuery?.toLowerCase();
     const tagIds = filterByTags?.split(',') ?? [];
 
     return [
@@ -31,6 +37,16 @@ export class ApiService {
           type: 'ASSET_CLASS'
         };
       }),
+      ...assetSubClasses.map((assetClass) => {
+        return <Filter>{
+          id: assetClass,
+          type: 'ASSET_SUB_CLASS'
+        };
+      }),
+      {
+        id: searchQuery,
+        type: 'SEARCH_QUERY'
+      },
       ...tagIds.map((tagId) => {
         return <Filter>{
           id: tagId,

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

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

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

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

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

@@ -52,20 +52,12 @@ export class SymbolProfileService {
           SymbolProfileOverrides: true
         },
         where: {
-          AND: [
+          OR: aUniqueAssets.map(({ dataSource, symbol }) => {
-            {
+            return {
-              dataSource: {
+              dataSource,
-                in: aUniqueAssets.map(({ dataSource }) => {
+              symbol
-                  return dataSource;
+            };
           })
-              },
-              symbol: {
-                in: aUniqueAssets.map(({ symbol }) => {
-                  return symbol;
-                })
-              }
-            }
-          ]
         }
       })
       .then((symbolProfiles) => this.getSymbols(symbolProfiles));

apps/client/project.json

@@ -124,6 +124,9 @@
           {
             "command": "shx cp apps/client/src/assets/site.webmanifest dist/apps/client"
           },
+          {
+            "command": "shx cp -r apps/client/src/locales dist/apps/api/assets"
+          },
           {
             "command": "shx cp node_modules/ionicons/dist/index.js dist/apps/client"
           },

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -13,18 +13,115 @@
           </mat-select>
         </mat-form-field>
       </form>
-      <table class="gf-table w-100">
+      <table class="gf-table w-100" mat-table [dataSource]="dataSource">
-        <thead>
+        <ng-container matColumnDef="index">
-          <tr class="mat-header-row">
+          <th *matHeaderCellDef class="px-1 py-2 text-right" mat-header-cell>
-            <th class="mat-header-cell px-1 py-2 text-right">#</th>
+            #
-            <th class="mat-header-cell px-1 py-2" i18n>Type</th>
+          </th>
-            <th class="mat-header-cell px-1 py-2" i18n>Symbol</th>
+          <td *matCellDef="let element" class="px-1 py-2 text-right" mat-cell>
-            <th class="mat-header-cell px-1 py-2" i18n>Data Source</th>
+            {{ element.id }}
-            <th class="mat-header-cell px-1 py-2 text-right" i18n>Attempts</th>
+          </td>
-            <th class="mat-header-cell px-1 py-2" i18n>Created</th>
+        </ng-container>
-            <th class="mat-header-cell px-1 py-2" i18n>Finished</th>
+
-            <th class="mat-header-cell px-1 py-2" i18n>Status</th>
+        <ng-container matColumnDef="type">
-            <th class="mat-header-cell px-1 py-2">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Type</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <ng-container *ngIf="element.name === 'GATHER_ASSET_PROFILE'" i18n>
+              Asset Profile
+            </ng-container>
+            <ng-container
+              *ngIf="element.name === 'GATHER_HISTORICAL_MARKET_DATA'"
+              i18n
+            >
+              Historical Market Data
+            </ng-container>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="symbol">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Symbol</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.data?.symbol }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="dataSource">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Data Source</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.data?.dataSource }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="attempts">
+          <th *matHeaderCellDef class="px-1 py-2 text-right" mat-header-cell>
+            <ng-container i18n>Attempts</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2 text-right" mat-cell>
+            {{ element.attemptsMade }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="created">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Created</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.timestamp | date: defaultDateTimeFormat }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="finished">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Finished</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.finishedOn | date: defaultDateTimeFormat }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="status">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Status</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <ion-icon
+              *ngIf="element.state === 'active'"
+              name="play-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'completed'"
+              class="text-success"
+              name="checkmark-circle-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'delayed'"
+              name="time-outline"
+              [ngClass]="{ 'text-danger': element.stacktrace?.length > 0 }"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'failed'"
+              class="text-danger"
+              name="alert-circle-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'paused'"
+              name="pause-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'waiting'"
+              name="cafe-outline"
+            ></ion-icon>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="actions">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
             <button
               class="mx-1 no-min-width px-2"
               mat-button
@@ -39,69 +136,7 @@
               </button>
             </mat-menu>
           </th>
-          </tr>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
-        </thead>
-        <tbody>
-          <ng-container *ngFor="let job of jobs">
-            <tr class="mat-row">
-              <td class="mat-cell px-1 py-2 text-right">{{ job.id }}</td>
-              <td class="mat-cell px-1 py-2">
-                <span class="align-items-center d-flex">
-                  <ion-icon
-                    class="mr-1"
-                    name="arrow-down-circle-outline"
-                  ></ion-icon>
-                  <ng-container *ngIf="job.name === 'GATHER_ASSET_PROFILE'">
-                    <span i18n>Asset Profile</span>
-                  </ng-container>
-                  <ng-container
-                    *ngIf="job.name === 'GATHER_HISTORICAL_MARKET_DATA'"
-                  >
-                    <span i18n>Historical Market Data</span>
-                  </ng-container>
-                </span>
-              </td>
-              <td class="mat-cell px-1 py-2">{{ job.data?.symbol }}</td>
-              <td class="mat-cell px-1 py-2">{{ job.data?.dataSource }}</td>
-              <td class="mat-cell px-1 py-2 text-right">
-                {{ job.attemptsMade }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                {{ job.timestamp | date: defaultDateTimeFormat }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                {{ job.finishedOn | date: defaultDateTimeFormat }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                <ion-icon
-                  *ngIf="job.state === 'active'"
-                  name="play-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'completed'"
-                  class="text-success"
-                  name="checkmark-circle-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'delayed'"
-                  name="time-outline"
-                  [ngClass]="{ 'text-danger': job.stacktrace?.length > 0 }"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'failed'"
-                  class="text-danger"
-                  name="alert-circle-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'paused'"
-                  name="pause-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'waiting'"
-                  name="cafe-outline"
-                ></ion-icon>
-              </td>
-              <td class="mat-cell px-1 py-2">
             <button
               class="mx-1 no-min-width px-2"
               mat-button
@@ -111,24 +146,25 @@
               <ion-icon name="ellipsis-horizontal"></ion-icon>
             </button>
             <mat-menu #jobActionsMenu="matMenu" xPosition="before">
-                  <button mat-menu-item (click)="onViewData(job.data)">
+              <button mat-menu-item (click)="onViewData(element.data)">
                 <ng-container i18n>View Data</ng-container>
               </button>
               <button
                 mat-menu-item
-                    [disabled]="job.stacktrace?.length <= 0"
+                [disabled]="element.stacktrace?.length <= 0"
-                    (click)="onViewStacktrace(job.stacktrace)"
+                (click)="onViewStacktrace(element.stacktrace)"
               >
                 <ng-container i18n>View Stacktrace</ng-container>
               </button>
-                  <button mat-menu-item (click)="onDeleteJob(job.id)">
+              <button mat-menu-item (click)="onDeleteJob(element.id)">
                 <ng-container i18n>Delete Job</ng-container>
               </button>
             </mat-menu>
           </td>
-            </tr>
         </ng-container>
-        </tbody>
+
+        <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
+        <tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
       </table>
     </div>
   </div>

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

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

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

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

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

@@ -178,10 +178,20 @@ export class AdminMarketDataComponent
   }
 
   public onDeleteProfileData({ dataSource, symbol }: UniqueAsset) {
+    const confirmation = confirm(
+      $localize`Do you really want to delete this asset profile?`
+    );
+
+    if (confirmation) {
       this.adminService
         .deleteProfileData({ dataSource, symbol })
         .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {});
+        .subscribe(() => {
+          setTimeout(() => {
+            window.location.reload();
+          }, 300);
+        });
+    }
   }
 
   public onGather7Days() {
@@ -342,7 +352,7 @@ export class AdminMarketDataComponent
         dialogRef
           .afterClosed()
           .pipe(takeUntil(this.unsubscribeSubject))
-          .subscribe(({ dataSource, symbol }) => {
+          .subscribe(({ dataSource, symbol } = {}) => {
             if (dataSource && symbol) {
               this.adminService
                 .addAssetProfile({ dataSource, symbol })

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

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

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

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

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

@@ -51,6 +51,36 @@
       [symbol]="data.symbol"
       (marketDataChanged)="onMarketDataChanged($event)"
     ></gf-admin-market-data-detail>
+
+    <div class="mt-3">
+      <mat-form-field appearance="outline" class="w-100 without-hint">
+        <mat-label>
+          <ng-container i18n>Historical Data</ng-container> (CSV)
+        </mat-label>
+        <textarea
+          cdkAutosizeMaxRows="5"
+          cdkTextareaAutosize
+          matInput
+          placeholder="e.g. 20230601;1.61"
+          type="text"
+          [ngModelOptions]="{standalone: true}"
+          [(ngModel)]="historicalDataAsCsvString"
+          (keyup.enter)="$event.stopPropagation()"
+        ></textarea>
+      </mat-form-field>
+    </div>
+
+    <div class="d-flex justify-content-end mt-2">
+      <button
+        color="accent"
+        mat-flat-button
+        type="button"
+        (click)="onImportHistoricalData()"
+      >
+        <ng-container i18n>Import</ng-container>
+      </button>
+    </div>
+
     <div class="row">
       <div class="col-6 mb-3">
         <gf-value i18n size="medium" [value]="assetProfile?.symbol"

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

@@ -0,0 +1,3 @@
+:host {
+  display: block;
+}

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

@@ -1,15 +1,15 @@
 import {
   ChangeDetectionStrategy,
-  ChangeDetectorRef,
   Component,
-  Inject,
   OnDestroy,
   OnInit
 } from '@angular/core';
 import {
+  AbstractControl,
   FormBuilder,
   FormControl,
   FormGroup,
+  ValidationErrors,
   Validators
 } from '@angular/forms';
 import { MatDialogRef } from '@angular/material/dialog';
@@ -19,35 +19,75 @@ import { AdminService } from '@ghostfolio/client/services/admin.service';
   changeDetection: ChangeDetectionStrategy.OnPush,
   host: { class: 'h-100' },
   selector: 'gf-create-asset-profile-dialog',
+  styleUrls: ['./create-asset-profile-dialog.component.scss'],
   templateUrl: 'create-asset-profile-dialog.html'
 })
 export class CreateAssetProfileDialog implements OnInit, OnDestroy {
   public createAssetProfileForm: FormGroup;
+  public mode: 'auto' | 'manual';
 
   public constructor(
     public readonly adminService: AdminService,
-    public readonly changeDetectorRef: ChangeDetectorRef,
     public readonly dialogRef: MatDialogRef<CreateAssetProfileDialog>,
     public readonly formBuilder: FormBuilder
   ) {}
 
   public ngOnInit() {
-    this.createAssetProfileForm = this.formBuilder.group({
+    this.createAssetProfileForm = this.formBuilder.group(
+      {
+        addSymbol: new FormControl(null, [Validators.required]),
         searchSymbol: new FormControl(null, [Validators.required])
-    });
+      },
+      {
+        validators: this.atLeastOneValid
+      }
+    );
+
+    this.mode = 'auto';
   }
 
   public onCancel() {
     this.dialogRef.close();
   }
 
+  public onRadioChange(mode: 'auto' | 'manual') {
+    this.mode = mode;
+  }
+
   public onSubmit() {
-    this.dialogRef.close({
+    this.mode === 'auto'
+      ? this.dialogRef.close({
           dataSource:
-        this.createAssetProfileForm.controls['searchSymbol'].value.dataSource,
+            this.createAssetProfileForm.controls['searchSymbol'].value
-      symbol: this.createAssetProfileForm.controls['searchSymbol'].value.symbol
+              .dataSource,
+          symbol:
+            this.createAssetProfileForm.controls['searchSymbol'].value.symbol
+        })
+      : this.dialogRef.close({
+          dataSource: 'MANUAL',
+          symbol: this.createAssetProfileForm.controls['addSymbol'].value
         });
   }
 
   public ngOnDestroy() {}
+
+  private atLeastOneValid(control: AbstractControl): ValidationErrors {
+    const addSymbolControl = control.get('addSymbol');
+    const searchSymbolControl = control.get('searchSymbol');
+
+    if (addSymbolControl.valid && searchSymbolControl.valid) {
+      return { atLeastOneValid: true };
+    }
+
+    if (
+      addSymbolControl.valid ||
+      !addSymbolControl ||
+      searchSymbolControl.valid ||
+      !searchSymbolControl
+    ) {
+      return { atLeastOneValid: false };
+    }
+
+    return { atLeastOneValid: true };
+  }
 }

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

@@ -6,6 +6,21 @@
 >
   <h1 i18n mat-dialog-title>Add Asset Profile</h1>
   <div class="flex-grow-1 py-3" mat-dialog-content>
+    <div class="mb-3">
+      <mat-radio-group
+        color="primary"
+        [value]="mode"
+        (change)="onRadioChange($event.value)"
+      >
+        <mat-radio-button name="auto" value="auto"></mat-radio-button>
+        <label class="m-0" for="auto" i18n>Search</label>
+        <mat-radio-button class="ml-3" name="manual" value="manual">
+        </mat-radio-button>
+        <label class="m-0" for="manual" i18n>Add Manually</label>
+      </mat-radio-group>
+    </div>
+
+    <div *ngIf="mode === 'auto'">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Name, symbol or ISIN</mat-label>
         <gf-symbol-autocomplete
@@ -14,13 +29,20 @@
         />
       </mat-form-field>
     </div>
+    <div *ngIf="mode === 'manual'">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Symbol</mat-label>
+        <input formControlName="addSymbol" matInput />
+      </mat-form-field>
+    </div>
+  </div>
   <div class="d-flex justify-content-end" mat-dialog-actions>
     <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
     <button
       color="primary"
       mat-flat-button
       type="submit"
-      [disabled]="!createAssetProfileForm.valid"
+      [disabled]="createAssetProfileForm.hasError('atLeastOneValid')"
     >
       <ng-container i18n>Save</ng-container>
     </button>

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

@@ -4,6 +4,8 @@ import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
+import { MatInputModule } from '@angular/material/input';
+import { MatRadioModule } from '@angular/material/radio';
 import { GfSymbolAutocompleteModule } from '@ghostfolio/ui/symbol-autocomplete';
 
 import { CreateAssetProfileDialog } from './create-asset-profile-dialog.component';
@@ -17,6 +19,8 @@ import { CreateAssetProfileDialog } from './create-asset-profile-dialog.componen
     MatDialogModule,
     MatButtonModule,
     MatFormFieldModule,
+    MatInputModule,
+    MatRadioModule,
     ReactiveFormsModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

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

@@ -43,7 +43,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   public transactionCount: number;
   public userCount: number;
   public user: User;
-  public version = environment.version;
+  public version: string;
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -204,15 +204,18 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
     this.adminService
       .fetchAdminData()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ exchangeRates, settings, transactionCount, userCount }) => {
+      .subscribe(
+        ({ exchangeRates, settings, transactionCount, userCount, version }) => {
           this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
           this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
           this.exchangeRates = exchangeRates;
           this.transactionCount = transactionCount;
           this.userCount = userCount;
+          this.version = version;
 
           this.changeDetectorRef.markForCheck();
-      });
+        }
+      );
   }
 
   private generateCouponCode(aLength: number) {

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

@@ -5,14 +5,16 @@
         <mat-card-content>
           <div class="d-flex my-3">
             <div class="w-50" i18n>Version</div>
-            <div class="w-50">{{ version }}</div>
+            <div class="w-50">
+              <gf-value [value]="version" />
+            </div>
           </div>
           <div class="d-flex my-3">
             <div class="w-50" i18n>User Count</div>
             <div class="w-50">
               <gf-value
-                precision="0"
                 [locale]="user?.settings?.locale"
+                [precision]="0"
                 [value]="userCount"
               ></gf-value>
             </div>
@@ -21,8 +23,8 @@
             <div class="w-50" i18n>Activity Count</div>
             <div class="w-50">
               <gf-value
-                precision="0"
                 [locale]="user?.settings?.locale"
+                [precision]="0"
                 [value]="transactionCount"
               ></gf-value>
               <div *ngIf="transactionCount && userCount">

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

@@ -110,6 +110,34 @@
           >About</a
         >
       </li>
+      <li *ngIf="hasPermissionToAccessAssistant" class="list-inline-item">
+        <button
+          #assistantTrigger="matMenuTrigger"
+          class="h-100 no-min-width px-2"
+          mat-button
+          [mat-menu-trigger-for]="assistantMenu"
+          [matMenuTriggerRestoreFocus]="false"
+          (menuOpened)="onOpenAssistant()"
+        >
+          <ion-icon name="search-outline"></ion-icon>
+        </button>
+        <mat-menu
+          #assistantMenu="matMenu"
+          class="assistant"
+          xPosition="before"
+          [overlapTrigger]="true"
+          (closed)="assistantElement?.setIsOpen(false)"
+        >
+          <gf-assistant
+            #assistant
+            [deviceType]="deviceType"
+            [hasPermissionToAccessAdminControl]="
+              hasPermissionToAccessAdminControl
+            "
+            (closed)="closeAssistant()"
+          />
+        </mat-menu>
+      </li>
       <li class="list-inline-item">
         <button
           class="no-min-width px-1"
@@ -272,7 +300,7 @@
           mat-flat-button
           [ngClass]="{
             'font-weight-bold': currentRoute === routeFeatures,
-            'text-decoration-underline': currentRoute === routeFeatuers
+            'text-decoration-underline': currentRoute === routeFeatures
           }"
           [routerLink]="routerLinkFeatures"
           >Features</a

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -1,5 +1,6 @@
 import { CommonModule } from '@angular/common';
 import { NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
 import { RouterModule } from '@angular/router';
 import { GfPortfolioAccessTableModule } from '@ghostfolio/client/components/access-table/access-table.module';
@@ -16,6 +17,7 @@ import { UserAccountAccessComponent } from './user-account-access.component';
     GfCreateOrUpdateAccessDialogModule,
     GfPortfolioAccessTableModule,
     GfPremiumIndicatorModule,
+    MatButtonModule,
     MatDialogModule,
     RouterModule
   ]

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

@@ -3,10 +3,9 @@ import {
   ChangeDetectorRef,
   Component,
   OnDestroy,
-  OnInit,
+  OnInit
-  ViewChild
 } from '@angular/core';
-import { MatCheckbox, MatCheckboxChange } from '@angular/material/checkbox';
+import { MatSlideToggleChange } from '@angular/material/slide-toggle';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import {
   STAY_SIGNED_IN,
@@ -29,14 +28,12 @@ import { catchError, takeUntil } from 'rxjs/operators';
   templateUrl: './user-account-settings.html'
 })
 export class UserAccountSettingsComponent implements OnDestroy, OnInit {
-  @ViewChild('toggleSignInWithFingerprintEnabledElement')
-  signInWithFingerprintElement: MatCheckbox;
-
   public appearancePlaceholder = $localize`Auto`;
   public baseCurrency: string;
   public currencies: string[] = [];
   public hasPermissionToUpdateViewMode: boolean;
   public hasPermissionToUpdateUserSettings: boolean;
+  public isWebAuthnEnabled: boolean;
   public language = document.documentElement.lang;
   public locales = [
     'de',
@@ -120,7 +117,7 @@ export class UserAccountSettingsComponent implements OnDestroy, OnInit {
       });
   }
 
-  public onExperimentalFeaturesChange(aEvent: MatCheckboxChange) {
+  public onExperimentalFeaturesChange(aEvent: MatSlideToggleChange) {
     this.dataService
       .putUserSetting({ isExperimentalFeatures: aEvent.checked })
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -158,7 +155,7 @@ export class UserAccountSettingsComponent implements OnDestroy, OnInit {
       });
   }
 
-  public onRestrictedViewChange(aEvent: MatCheckboxChange) {
+  public onRestrictedViewChange(aEvent: MatSlideToggleChange) {
     this.dataService
       .putUserSetting({ isRestrictedView: aEvent.checked })
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -176,7 +173,7 @@ export class UserAccountSettingsComponent implements OnDestroy, OnInit {
       });
   }
 
-  public onSignInWithFingerprintChange(aEvent: MatCheckboxChange) {
+  public onSignInWithFingerprintChange(aEvent: MatSlideToggleChange) {
     if (aEvent.checked) {
       this.registerDevice();
     } else {
@@ -192,7 +189,7 @@ export class UserAccountSettingsComponent implements OnDestroy, OnInit {
     }
   }
 
-  public onViewModeChange(aEvent: MatCheckboxChange) {
+  public onViewModeChange(aEvent: MatSlideToggleChange) {
     this.dataService
       .putUserSetting({ viewMode: aEvent.checked === true ? 'ZEN' : 'DEFAULT' })
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -250,9 +247,8 @@ export class UserAccountSettingsComponent implements OnDestroy, OnInit {
   }
 
   private update() {
-    if (this.signInWithFingerprintElement) {
+    this.isWebAuthnEnabled = this.webAuthnService.isEnabled() ?? false;
-      this.signInWithFingerprintElement.checked =
+
-        this.webAuthnService.isEnabled() ?? false;
+    this.changeDetectorRef.markForCheck();
-    }
   }
 }

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

@@ -11,12 +11,13 @@
           </div>
         </div>
         <div class="pl-1 w-50">
-          <mat-checkbox
+          <mat-slide-toggle
             color="primary"
+            hideIcon="true"
             [checked]="user.settings.isRestrictedView"
             [disabled]="!hasPermissionToUpdateUserSettings"
             (change)="onRestrictedViewChange($event)"
-          ></mat-checkbox>
+          ></mat-slide-toggle>
         </div>
       </div>
       <div class="d-flex mt-4 py-1">
@@ -139,12 +140,13 @@
           </div>
         </div>
         <div class="pl-1 w-50">
-          <mat-checkbox
+          <mat-slide-toggle
             color="primary"
+            hideIcon="true"
             [checked]="user.settings.viewMode === 'ZEN'"
             [disabled]="!hasPermissionToUpdateViewMode"
             (change)="onViewModeChange($event)"
-          ></mat-checkbox>
+          ></mat-slide-toggle>
         </div>
       </div>
       <div class="align-items-center d-flex mt-4 py-1">
@@ -153,12 +155,13 @@
           <div class="hint-text text-muted" i18n>Sign in with fingerprint</div>
         </div>
         <div class="pl-1 w-50">
-          <mat-checkbox
+          <mat-slide-toggle
-            #toggleSignInWithFingerprintEnabledElement
             color="primary"
+            hideIcon="true"
+            [checked]="isWebAuthnEnabled === true"
             [disabled]="!hasPermissionToUpdateUserSettings"
             (change)="onSignInWithFingerprintChange($event)"
-          ></mat-checkbox>
+          ></mat-slide-toggle>
         </div>
       </div>
       <div
@@ -172,12 +175,13 @@
           </div>
         </div>
         <div class="pl-1 w-50">
-          <mat-checkbox
+          <mat-slide-toggle
             color="primary"
+            hideIcon="true"
             [checked]="user.settings.isExperimentalFeatures"
             [disabled]="!hasPermissionToUpdateUserSettings"
             (change)="onExperimentalFeaturesChange($event)"
-          ></mat-checkbox>
+          ></mat-slide-toggle>
         </div>
       </div>
       <div class="align-items-center d-flex mt-4 py-1">

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

@@ -3,9 +3,9 @@ import { NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
-import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatSelectModule } from '@angular/material/select';
+import { MatSlideToggleModule } from '@angular/material/slide-toggle';
 import { RouterModule } from '@angular/router';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
@@ -20,9 +20,9 @@ import { UserAccountSettingsComponent } from './user-account-settings.component'
     GfValueModule,
     MatButtonModule,
     MatCardModule,
-    MatCheckboxModule,
     MatFormFieldModule,
     MatSelectModule,
+    MatSlideToggleModule,
     ReactiveFormsModule,
     RouterModule
   ]

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

@@ -2,6 +2,7 @@ import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { ActivatedRoute, Router } from '@angular/router';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
+import { TransferBalanceDto } from '@ghostfolio/api/app/account/transfer-balance.dto';
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { AccountDetailDialog } from '@ghostfolio/client/components/account-detail-dialog/account-detail-dialog.component';
 import { AccountDetailDialogParams } from '@ghostfolio/client/components/account-detail-dialog/interfaces/interfaces';
@@ -16,6 +17,7 @@ import { Subject, Subscription } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
 import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog/create-or-update-account-dialog.component';
+import { TransferBalanceDialog } from './transfer-balance/transfer-balance-dialog.component';
 
 @Component({
   host: { class: 'page' },
@@ -28,7 +30,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
   public deviceType: string;
   public hasImpersonationId: boolean;
   public hasPermissionToCreateAccount: boolean;
-  public hasPermissionToDeleteAccount: boolean;
+  public hasPermissionToUpdateAccount: boolean;
   public routeQueryParams: Subscription;
   public totalBalanceInBaseCurrency = 0;
   public totalValueInBaseCurrency = 0;
@@ -67,6 +69,8 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
           } else {
             this.router.navigate(['.'], { relativeTo: this.route });
           }
+        } else if (params['transferBalanceDialog']) {
+          this.openTransferBalanceDialog();
         }
       });
   }
@@ -91,9 +95,9 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
             this.user.permissions,
             permissions.createAccount
           );
-          this.hasPermissionToDeleteAccount = hasPermission(
+          this.hasPermissionToUpdateAccount = hasPermission(
             this.user.permissions,
-            permissions.deleteAccount
+            permissions.updateAccount
           );
 
           this.changeDetectorRef.markForCheck();
@@ -144,6 +148,12 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
       });
   }
 
+  public onTransferBalance() {
+    this.router.navigate([], {
+      queryParams: { transferBalanceDialog: true }
+    });
+  }
+
   public onUpdateAccount(aAccount: AccountModel) {
     this.router.navigate([], {
       queryParams: { accountId: aAccount.id, editDialog: true }
@@ -267,4 +277,37 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
         this.router.navigate(['.'], { relativeTo: this.route });
       });
   }
+
+  private openTransferBalanceDialog(): void {
+    const dialogRef = this.dialog.open(TransferBalanceDialog, {
+      data: {
+        accounts: this.accounts
+      },
+      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+    });
+
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data: any) => {
+        if (data) {
+          const { accountIdFrom, accountIdTo, balance }: TransferBalanceDto =
+            data?.account;
+
+          this.dataService
+            .transferAccountBalance({
+              accountIdFrom,
+              accountIdTo,
+              balance
+            })
+            .pipe(takeUntil(this.unsubscribeSubject))
+            .subscribe(() => {
+              this.fetchAccounts();
+            });
+        }
+
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
+  }
 }

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

@@ -8,12 +8,13 @@
           [baseCurrency]="user?.settings?.baseCurrency"
           [deviceType]="deviceType"
           [locale]="user?.settings?.locale"
-          [showActions]="!hasImpersonationId && hasPermissionToDeleteAccount && !user.settings.isRestrictedView"
+          [showActions]="!hasImpersonationId && hasPermissionToUpdateAccount && !user.settings.isRestrictedView"
           [totalBalanceInBaseCurrency]="totalBalanceInBaseCurrency"
           [totalValueInBaseCurrency]="totalValueInBaseCurrency"
           [transactionCount]="transactionCount"
           (accountDeleted)="onDeleteAccount($event)"
           (accountToUpdate)="onUpdateAccount($event)"
+          (transferBalance)="onTransferBalance()"
         ></gf-accounts-table>
       </div>
     </div>

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

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

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

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

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

@@ -4,12 +4,20 @@ import {
   Inject,
   OnDestroy
 } from '@angular/core';
-import { FormBuilder, FormGroup, Validators } from '@angular/forms';
+import {
+  AbstractControl,
+  FormBuilder,
+  FormGroup,
+  ValidatorFn,
+  Validators
+} from '@angular/forms';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { DataService } from '@ghostfolio/client/services/data.service';
-import { Subject } from 'rxjs';
+import { Platform } from '@prisma/client';
+import { Observable, Subject } from 'rxjs';
+import { map, startWith } from 'rxjs/operators';
 
 import { CreateOrUpdateAccountDialogParams } from './interfaces/interfaces';
 
@@ -23,7 +31,8 @@ import { CreateOrUpdateAccountDialogParams } from './interfaces/interfaces';
 export class CreateOrUpdateAccountDialog implements OnDestroy {
   public accountForm: FormGroup;
   public currencies: string[] = [];
-  public platforms: { id: string; name: string }[];
+  public filteredPlatforms: Observable<Platform[]>;
+  public platforms: Platform[];
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -34,7 +43,7 @@ export class CreateOrUpdateAccountDialog implements OnDestroy {
     private formBuilder: FormBuilder
   ) {}
 
-  ngOnInit() {
+  public ngOnInit() {
     const { currencies, platforms } = this.dataService.fetchInfo();
 
     this.currencies = currencies;
@@ -47,8 +56,41 @@ export class CreateOrUpdateAccountDialog implements OnDestroy {
       currency: [this.data.account.currency, Validators.required],
       isExcluded: [this.data.account.isExcluded],
       name: [this.data.account.name, Validators.required],
-      platformId: [this.data.account.platformId]
+      platformId: [
+        this.platforms.find(({ id }) => {
+          return id === this.data.account.platformId;
+        }),
+        this.autocompleteObjectValidator()
+      ]
     });
+
+    this.filteredPlatforms = this.accountForm
+      .get('platformId')
+      .valueChanges.pipe(
+        startWith(''),
+        map((value) => {
+          const name = typeof value === 'string' ? value : value?.name;
+          return name ? this.filter(name as string) : this.platforms.slice();
+        })
+      );
+  }
+
+  public autoCompleteCheck() {
+    const inputValue = this.accountForm.controls['platformId'].value;
+
+    if (typeof inputValue === 'string') {
+      const matchingEntry = this.platforms.find(({ name }) => {
+        return name === inputValue;
+      });
+
+      if (matchingEntry) {
+        this.accountForm.controls['platformId'].setValue(matchingEntry);
+      }
+    }
+  }
+
+  public displayFn(platform: Platform) {
+    return platform?.name ?? '';
   }
 
   public onCancel() {
@@ -63,7 +105,7 @@ export class CreateOrUpdateAccountDialog implements OnDestroy {
       id: this.accountForm.controls['accountId'].value,
       isExcluded: this.accountForm.controls['isExcluded'].value,
       name: this.accountForm.controls['name'].value,
-      platformId: this.accountForm.controls['platformId'].value
+      platformId: this.accountForm.controls['platformId'].value?.id ?? null
     };
 
     if (this.data.account.id) {
@@ -79,4 +121,22 @@ export class CreateOrUpdateAccountDialog implements OnDestroy {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
+
+  private autocompleteObjectValidator(): ValidatorFn {
+    return (control: AbstractControl) => {
+      if (control.value && typeof control.value === 'string') {
+        return { invalidAutocompleteObject: { value: control.value } };
+      }
+
+      return null;
+    };
+  }
+
+  private filter(value: string): Platform[] {
+    const filterValue = value.toLowerCase();
+
+    return this.platforms.filter(({ name }) => {
+      return name.toLowerCase().startsWith(filterValue);
+    });
+  }
 }

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

@@ -10,7 +10,11 @@
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Name</mat-label>
-        <input formControlName="name" matInput />
+        <input
+          formControlName="name"
+          matInput
+          (keydown.enter)="$event.stopPropagation()"
+        />
       </mat-form-field>
     </div>
     <div>
@@ -26,19 +30,43 @@
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Cash Balance</mat-label>
-        <input formControlName="balance" matInput type="number" />
+        <input
-        <span class="ml-2" matTextSuffix>{{ data.account.currency }}</span>
+          formControlName="balance"
+          matInput
+          type="number"
+          (keydown.enter)="$event.stopPropagation()"
+        />
+        <span class="ml-2" matTextSuffix
+          >{{ accountForm.controls['currency'].value }}</span
+        >
       </mat-form-field>
     </div>
     <div [ngClass]="{ 'd-none': platforms?.length < 1 }">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Platform</mat-label>
-        <mat-select formControlName="platformId">
+        <input
-          <mat-option [value]="null"></mat-option>
+          formControlName="platformId"
-          <mat-option *ngFor="let platform of platforms" [value]="platform.id"
+          matInput
-            >{{ platform.name }}</mat-option
+          type="text"
+          [matAutocomplete]="auto"
+          (blur)="autoCompleteCheck()"
+          (keydown.enter)="$event.stopPropagation()"
+        />
+        <mat-autocomplete #auto="matAutocomplete" [displayWith]="displayFn">
+          <mat-option
+            *ngFor="let platformEntry of filteredPlatforms | async"
+            [value]="platformEntry"
           >
-        </mat-select>
+            <span class="d-flex">
+              <gf-symbol-icon
+                class="mr-1"
+                [tooltip]="platformEntry.name"
+                [url]="platformEntry.url"
+              ></gf-symbol-icon>
+              <span>{{ platformEntry.name }}</span>
+            </span>
+          </mat-option>
+        </mat-autocomplete>
       </mat-form-field>
     </div>
     <div>
@@ -66,7 +94,7 @@
     </div>
   </div>
   <div class="justify-content-end" mat-dialog-actions>
-    <button i18n mat-button (click)="onCancel()">Cancel</button>
+    <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
     <button
       color="primary"
       mat-flat-button

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

@@ -1,12 +1,14 @@
 import { CommonModule } from '@angular/common';
 import { NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
+import { MatAutocompleteModule } from '@angular/material/autocomplete';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatDialogModule } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
+import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
 
 import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.component';
 
@@ -15,6 +17,8 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.c
   imports: [
     CommonModule,
     FormsModule,
+    GfSymbolIconModule,
+    MatAutocompleteModule,
     MatButtonModule,
     MatCheckboxModule,
     MatDialogModule,

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -320,32 +320,37 @@
 
   <div class="row my-5">
     <div class="col-12">
-      <h2 class="h4 mb-1 text-center" i18n>
+      <h2 class="h4 mb-3 text-center" i18n>
         What our <strong>users</strong> are saying
       </h2>
     </div>
-    <div *ngFor="let testimonial of testimonials" class="col-md-6">
+    <div class="col-md-8 offset-md-2">
-      <div class="d-flex flex-row py-3">
+      <gf-carousel [aria-label]="'Testimonials'">
-        <div class="d-flex justify-content-center">
+        <div *ngFor="let testimonial of testimonials" gf-carousel-item>
+          <div class="d-flex px-3">
             <gf-logo
               class="mr-3 mt-2 pt-1"
               size="medium"
               [showLabel]="false"
             ></gf-logo>
-        </div>
             <div>
               <div>{{ testimonial.quote }}</div>
               <div class="mt-2 text-muted">
                 —
-            <a *ngIf="testimonial.url" target="_blank" [href]="testimonial.url"
+                <a
+                  *ngIf="testimonial.url"
+                  target="_blank"
+                  [href]="testimonial.url"
                   >{{ testimonial.author }}</a
                 >
-            <span *ngIf="!testimonial.url">{{ testimonial.author }}</span>, {{
+                <span *ngIf="!testimonial.url">{{ testimonial.author }}</span>,
-            testimonial.country }}
+                {{ testimonial.country }}
               </div>
             </div>
           </div>
         </div>
+      </gf-carousel>
+    </div>
   </div>
 
   <div *ngIf="hasPermissionForSubscription" class="row my-5">

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -2,6 +2,7 @@ import { HttpClient, HttpParams } from '@angular/common/http';
 import { Injectable } from '@angular/core';
 import { CreateAccessDto } from '@ghostfolio/api/app/access/create-access.dto';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
+import { TransferBalanceDto } from '@ghostfolio/api/app/account/transfer-balance.dto';
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activities } from '@ghostfolio/api/app/order/interfaces/activities.interface';
@@ -36,7 +37,6 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { filterGlobalPermissions } from '@ghostfolio/common/permissions';
 import { AccountWithValue, DateRange, GroupBy } from '@ghostfolio/common/types';
-import { translate } from '@ghostfolio/ui/i18n';
 import { DataSource, Order as OrderModel } from '@prisma/client';
 import { format, parseISO } from 'date-fns';
 import { cloneDeep, groupBy, isNumber } from 'lodash';
@@ -58,6 +58,7 @@ export class DataService {
         ASSET_CLASS: filtersByAssetClass,
         ASSET_SUB_CLASS: filtersByAssetSubClass,
         PRESET_ID: filtersByPresetId,
+        SEARCH_QUERY: filtersBySearchQuery,
         TAG: filtersByTag
       } = groupBy(filters, (filter) => {
         return filter.type;
@@ -100,6 +101,10 @@ export class DataService {
         params = params.append('presetId', filtersByPresetId[0].id);
       }
 
+      if (filtersBySearchQuery) {
+        params = params.append('query', filtersBySearchQuery[0].id);
+      }
+
       if (filtersByTag) {
         params = params.append(
           'tags',
@@ -501,6 +506,18 @@ export class DataService {
     });
   }
 
+  public transferAccountBalance({
+    accountIdFrom,
+    accountIdTo,
+    balance
+  }: TransferBalanceDto) {
+    return this.http.post('/api/v1/account/transfer-balance', {
+      accountIdFrom,
+      accountIdTo,
+      balance
+    });
+  }
+
   public updateInfo() {
     this.http.get<InfoItem>('/api/v1/info').subscribe((info) => {
       const utmSource = <'ios' | 'trusted-web-activity'>(

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

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

apps/client/src/app/services/web-authn.service.ts

@@ -88,7 +88,9 @@ export class WebAuthnService {
         { deviceId }
       )
       .pipe(
-        switchMap(startAuthentication),
+        switchMap((requestOptionsJSON) =>
+          startAuthentication(requestOptionsJSON, true)
+        ),
         switchMap((assertionResponse) => {
           return this.http.post<{ authToken: string }>(
             `/api/v1/auth/webauthn/verify-assertion`,

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

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

apps/client/src/styles.scss

@@ -214,6 +214,16 @@ body {
     }
   }
 
+  .mat-mdc-menu-panel {
+    &.assistant {
+      max-width: unset !important;
+
+      .mat-mdc-menu-content {
+        padding: 0;
+      }
+    }
+  }
+
   &.is-dark-theme {
     background: var(--dark-background);
     color: rgba(var(--light-primary-text));
@@ -452,6 +462,15 @@ ngx-skeleton-loader {
   }
 }
 
+/**
+ * Fix for https://github.com/angular/components/issues/26818
+ */
+.mat-mdc-slide-toggle {
+  .mdc-switch__track {
+    background-color: rgba(var(--palette-primary-500), 1);
+  }
+}
+
 .mat-stepper-vertical,
 .mat-stepper-horizontal {
   background: transparent !important;
@@ -481,6 +500,13 @@ ngx-skeleton-loader {
   flex-direction: column;
   overflow-y: auto;
 
+  .fab-container {
+    bottom: 2rem;
+    position: fixed;
+    right: 2rem;
+    z-index: 999;
+  }
+
   &:not(.has-tabs) {
     @media (min-width: 576px) {
       padding: 2rem 0;
@@ -492,6 +518,12 @@ ngx-skeleton-loader {
     padding-bottom: env(safe-area-inset-bottom);
     padding-bottom: constant(safe-area-inset-bottom);
 
+    .fab-container {
+      @media (max-width: 575.98px) {
+        bottom: 5rem;
+      }
+    }
+
     .mat-mdc-tab-nav-bar {
       --mat-tab-header-active-focus-indicator-color: transparent;
       --mat-tab-header-active-hover-indicator-color: transparent;

docker/docker-compose.dev.yml

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

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

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

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

@@ -9,9 +9,11 @@ export interface AdminMarketDataItem {
   assetClass?: AssetClass;
   assetSubClass?: AssetSubClass;
   countriesCount: number;
+  currency: string;
   dataSource: DataSource;
   date?: Date;
   marketDataItemCount: number;
+  name: string;
   sectorsCount: number;
   symbol: string;
 }

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

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

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

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

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

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

libs/common/src/lib/interfaces/index.ts

@@ -33,6 +33,7 @@ import type { PortfolioReport } from './portfolio-report.interface';
 import type { PortfolioSummary } from './portfolio-summary.interface';
 import type { Position } from './position.interface';
 import type { Product } from './product';
+import type { AccountBalancesResponse } from './responses/account-balances-response.interface';
 import type { BenchmarkResponse } from './responses/benchmark-response.interface';
 import type { ResponseError } from './responses/errors.interface';
 import type { ImportResponse } from './responses/import-response.interface';
@@ -49,6 +50,7 @@ import type { User } from './user.interface';
 
 export {
   Access,
+  AccountBalancesResponse,
   Accounts,
   AdminData,
   AdminJobs,

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

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

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

@@ -1,9 +1,9 @@
-import { AssetClass, DataSource } from '@prisma/client';
+import { MarketState } from '@ghostfolio/common/types';
-
+import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
-import { MarketState } from '../types';
 
 export interface Position {
   assetClass: AssetClass;
+  assetSubClass: AssetSubClass;
   averagePrice: number;
   currency: string;
   dataSource: DataSource;