Release 2.102.0 (#3648)

* Clone or edit activity from holding detail dialog

* Update changelog

.github/workflows/build-code.yml

@@ -13,7 +13,7 @@ jobs:
     strategy:
       matrix:
         node_version:
-          - 18
+          - 20
     steps:
       - name: Checkout code
         uses: actions/checkout@v4
@@ -24,16 +24,16 @@ jobs:
         uses: actions/setup-node@v4
         with:
           node-version: ${{ matrix.node_version }}
-          cache: 'yarn'
+          cache: 'npm'
 
       - name: Install dependencies
-        run: yarn install --frozen-lockfile
+        run: npm ci
 
       - name: Check formatting
-        run: yarn format:check
+        run: npm run format:check
 
       - name: Execute tests
-        run: yarn test
+        run: npm test
 
       - name: Build application
-        run: yarn build:production
+        run: npm run build:production

.gitignore

@@ -5,8 +5,8 @@
 /tmp
 
 # dependencies
-/.yarn
 /node_modules
+npm-debug.log
 
 # IDEs and editors
 /.idea
@@ -34,10 +34,8 @@
 /coverage
 /dist
 /libpeerconnection.log
-npm-debug.log
 testem.log
 /typings
-yarn-error.log
 
 # System Files
 .DS_Store

.nvmrc

@@ -1 +1 @@
-v18
+v20

.yarnrc

@@ -1 +0,0 @@
-network-timeout 600000

CHANGELOG.md

@@ -5,6 +5,113 @@ 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).
 
+## 2.102.0 - 2024-08-07
+
+### Added
+
+- Added support to clone an activity from the account detail dialog (experimental)
+- Added support to edit an activity from the account detail dialog (experimental)
+- Added support to clone an activity from the holding detail dialog (experimental)
+- Added support to edit an activity from the holding detail dialog (experimental)
+
+### Changed
+
+- Improved the caching of the benchmarks in the markets overview by returning cached data and recalculating in the background when it expires
+- Improved the language localization for German (`de`)
+- Improved the language localization for Polish (`pl`)
+- Upgraded `Nx` from version `19.5.1` to `19.5.6`
+
+### Fixed
+
+- Fixed the cache flush endpoint response
+
+## 2.101.0 - 2024-08-03
+
+### Changed
+
+- Hardened container security by switching to a non-root user, setting the filesystem to read-only, and dropping unnecessary capabilities
+
+## 2.100.0 - 2024-08-03
+
+### Added
+
+- Added support to manage tags of holdings in the holding detail dialog
+
+### Changed
+
+- Improved the color assignment in the chart of the holdings tab on the home page (experimental)
+- Persisted the view mode of the holdings tab on the home page (experimental)
+- Improved the language localization for Catalan (`ca`)
+- Improved the language localization for Spanish (`es`)
+
+## 2.99.0 - 2024-07-29
+
+### Changed
+
+- Migrated the usage of `yarn` to `npm`
+- Upgraded `storybook` from version `7.0.9` to `8.2.5`
+- Downgraded `marked` from version `13.0.0` to `12.0.2`
+
+## 2.98.0 - 2024-07-27
+
+### Added
+
+- Set up the language localization for Catalan (`ca`)
+
+### Changed
+
+- Improved the account selector of the create or update activity dialog
+- Improved the handling of the numerical precision in the value component
+- Skipped derived currencies in the get quotes functionality of the data provider service
+- Improved the language localization for Spanish (`es`)
+- Upgraded `angular` from version `18.0.4` to `18.1.1`
+- Upgraded `Nx` from version `19.4.3` to `19.5.1`
+- Upgraded `prisma` from version `5.16.1` to `5.17.0`
+
+### Fixed
+
+- Fixed the dividend import from a data provider for holdings without an account
+- Fixed an issue in the public page related to a non-existent access
+
+## 2.97.0 - 2024-07-20
+
+### Added
+
+- Added _selfh.st_ to the _As seen in_ section on the landing page
+
+### Changed
+
+- Improved the numerical precision in the holding detail dialog
+- Improved the handling of the numerical precision in the value component
+- Optimized the 7d data gathering by prioritizing the currencies
+- Improved the language localization for German (`de`)
+- Upgraded `Node.js` from version `18` to `20` (`Dockerfile`)
+- Upgraded `Nx` from version `19.4.0` to `19.4.3`
+- Upgraded `prettier` from version `3.3.1` to `3.3.3`
+
+### Fixed
+
+- Fixed the table sorting of the holdings tab on the home page
+
+## 2.96.0 - 2024-07-13
+
+### Changed
+
+- Improved the chart of the holdings tab on the home page (experimental)
+- Separated the icon purposes in the `site.webmanifest`
+
+### Fixed
+
+- Fixed an issue in the portfolio summary with the currency conversion of fees
+- Fixed an issue in the the search for a holding
+- Removed the show condition of the experimental features setting in the user settings
+
+## 2.95.0 - 2024-07-12
+
+### Added
+
+- Added a chart to the holdings tab of the home page (experimental)
+
 ## 2.94.0 - 2024-07-09
 
 ### Changed
@@ -4793,7 +4900,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added the attribute `precision` in the value component
+- Added the attribute `precision` to the value component
 
 ### Fixed
 

DEVELOPMENT.md

@@ -30,26 +30,26 @@ Use `@if (user?.settings?.isExperimentalFeatures) {}` in HTML template
 
 #### Upgrade
 
-1. Run `yarn nx migrate latest`
-1. Make sure `package.json` changes make sense and then run `yarn install`
-1. Run `yarn nx migrate --run-migrations` (Run `YARN_NODE_LINKER="node-modules" NX_MIGRATE_SKIP_INSTALL=1 yarn nx migrate --run-migrations` due to https://github.com/nrwl/nx/issues/16338)
+1. Run `npx nx migrate latest`
+1. Make sure `package.json` changes make sense and then run `npm install`
+1. Run `npx nx migrate --run-migrations`
 
 ### Prisma
 
 #### Access database via GUI
 
-Run `yarn database:gui`
+Run `npm run database:gui`
 
 https://www.prisma.io/studio
 
 #### Synchronize schema with database for prototyping
 
-Run `yarn database:push`
+Run `npm run database:push`
 
 https://www.prisma.io/docs/concepts/components/prisma-migrate/db-push
 
 #### Create schema migration
 
-Run `yarn prisma migrate dev --name added_job_title`
+Run `npm run prisma migrate dev --name added_job_title`
 
 https://www.prisma.io/docs/concepts/components/prisma-migrate#getting-started-with-prisma-migrate

Dockerfile

@@ -1,4 +1,4 @@
-FROM --platform=$BUILDPLATFORM node:18-slim as builder
+FROM --platform=$BUILDPLATFORM node:20-slim AS builder
 
 # Build application and add additional files
 WORKDIR /ghostfolio
@@ -8,18 +8,17 @@ WORKDIR /ghostfolio
 COPY ./CHANGELOG.md CHANGELOG.md
 COPY ./LICENSE LICENSE
 COPY ./package.json package.json
-COPY ./yarn.lock yarn.lock
-COPY ./.yarnrc .yarnrc
+COPY ./package-lock.json package-lock.json
 COPY ./prisma/schema.prisma prisma/schema.prisma
 
-RUN apt update && apt install -y \
-    g++ \
-    git \
-    make \
-    openssl \
-    python3 \
-    && rm -rf /var/lib/apt/lists/*
-RUN yarn install
+RUN apt-get update && apt-get install -y --no-install-suggests \
+  g++ \
+  git \
+  make \
+  openssl \
+  python3 \
+  && rm -rf /var/lib/apt/lists/*
+RUN npm install
 
 # See https://github.com/nrwl/nx/issues/6586 for further details
 COPY ./decorate-angular-cli.js decorate-angular-cli.js
@@ -33,34 +32,36 @@ COPY ./tsconfig.base.json tsconfig.base.json
 COPY ./libs libs
 COPY ./apps apps
 
-RUN yarn build:production
+RUN npm run build:production
 
 # Prepare the dist image with additional node_modules
 WORKDIR /ghostfolio/dist/apps/api
 # package.json was generated by the build process, however the original
-# yarn.lock needs to be used to ensure the same versions
-COPY ./yarn.lock /ghostfolio/dist/apps/api/yarn.lock
+# package-lock.json needs to be used to ensure the same versions
+COPY ./package-lock.json /ghostfolio/dist/apps/api/package-lock.json
 
-RUN yarn
+RUN npm install
 COPY prisma /ghostfolio/dist/apps/api/prisma
 
 # Overwrite the generated package.json with the original one to ensure having
 # all the scripts
 COPY package.json /ghostfolio/dist/apps/api
-RUN yarn database:generate-typings
+RUN npm run database:generate-typings
 
 # Image to run, copy everything needed from builder
-FROM node:18-slim
-
+FROM node:20-slim
 LABEL org.opencontainers.image.source="https://github.com/ghostfolio/ghostfolio"
+ENV NODE_ENV=production
 
-RUN apt update && apt install -y \
-    curl \
-    openssl \
-    && rm -rf /var/lib/apt/lists/*
+RUN apt-get update && apt-get install -y --no-install-suggests \
+  curl \
+  openssl \
+  && rm -rf /var/lib/apt/lists/*
 
 COPY --from=builder /ghostfolio/dist/apps /ghostfolio/apps
 COPY ./docker/entrypoint.sh /ghostfolio/entrypoint.sh
+RUN chown -R node:node /ghostfolio
 WORKDIR /ghostfolio/apps/api
 EXPOSE ${PORT:-3333}
+USER node
 CMD [ "/ghostfolio/entrypoint.sh" ]

README.md

@@ -71,7 +71,7 @@ The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://
 
 ### Frontend
 
-The frontend is built with [Angular](https://angular.io) and uses [Angular Material](https://material.angular.io) with utility classes from [Bootstrap](https://getbootstrap.com).
+The frontend is built with [Angular](https://angular.dev) and uses [Angular Material](https://material.angular.io) with utility classes from [Bootstrap](https://getbootstrap.com).
 
 ## Self-hosting
 
@@ -87,21 +87,21 @@ We provide official container images hosted on [Docker Hub](https://hub.docker.c
 
 | Name                     | Type                | Default Value | Description                                                                                                                         |
 | ------------------------ | ------------------- | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
-| `ACCESS_TOKEN_SALT`      | string              |               | A random string used as salt for access tokens                                                                                      |
-| `API_KEY_COINGECKO_DEMO` | string (`optional`) |               | The _CoinGecko_ Demo API key                                                                                                        |
-| `API_KEY_COINGECKO_PRO`  | string (`optional`) |               | The _CoinGecko_ Pro API key                                                                                                         |
-| `DATABASE_URL`           | string              |               | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
-| `HOST`                   | string (`optional`) | `0.0.0.0`     | The host where the Ghostfolio application will run on                                                                               |
-| `JWT_SECRET_KEY`         | string              |               | A random string used for _JSON Web Tokens_ (JWT)                                                                                    |
-| `PORT`                   | number (`optional`) | `3333`        | The port where the Ghostfolio application will run on                                                                               |
-| `POSTGRES_DB`            | string              |               | The name of the _PostgreSQL_ database                                                                                               |
-| `POSTGRES_PASSWORD`      | string              |               | The password of the _PostgreSQL_ database                                                                                           |
-| `POSTGRES_USER`          | string              |               | The user of the _PostgreSQL_ database                                                                                               |
-| `REDIS_DB`               | number (`optional`) | `0`           | The database index of _Redis_                                                                                                       |
-| `REDIS_HOST`             | string              |               | The host where _Redis_ is running                                                                                                   |
-| `REDIS_PASSWORD`         | string              |               | The password of _Redis_                                                                                                             |
-| `REDIS_PORT`             | number              |               | The port where _Redis_ is running                                                                                                   |
-| `REQUEST_TIMEOUT`        | number (`optional`) | `2000`        | The timeout of network requests to data providers in milliseconds                                                                   |
+| `ACCESS_TOKEN_SALT`      | `string`            |               | A random string used as salt for access tokens                                                                                      |
+| `API_KEY_COINGECKO_DEMO` | `string` (optional) |               | The _CoinGecko_ Demo API key                                                                                                        |
+| `API_KEY_COINGECKO_PRO`  | `string` (optional) |               | The _CoinGecko_ Pro API key                                                                                                         |
+| `DATABASE_URL`           | `string`            |               | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
+| `HOST`                   | `string` (optional) | `0.0.0.0`     | The host where the Ghostfolio application will run on                                                                               |
+| `JWT_SECRET_KEY`         | `string`            |               | A random string used for _JSON Web Tokens_ (JWT)                                                                                    |
+| `PORT`                   | `number` (optional) | `3333`        | The port where the Ghostfolio application will run on                                                                               |
+| `POSTGRES_DB`            | `string`            |               | The name of the _PostgreSQL_ database                                                                                               |
+| `POSTGRES_PASSWORD`      | `string`            |               | The password of the _PostgreSQL_ database                                                                                           |
+| `POSTGRES_USER`          | `string`            |               | The user of the _PostgreSQL_ database                                                                                               |
+| `REDIS_DB`               | `number` (optional) | `0`           | The database index of _Redis_                                                                                                       |
+| `REDIS_HOST`             | `string`            |               | The host where _Redis_ is running                                                                                                   |
+| `REDIS_PASSWORD`         | `string`            |               | The password of _Redis_                                                                                                             |
+| `REDIS_PORT`             | `number`            |               | The port where _Redis_ is running                                                                                                   |
+| `REQUEST_TIMEOUT`        | `number` (optional) | `2000`        | The timeout of network requests to data providers in milliseconds                                                                   |
 
 ### Run with Docker Compose
 
@@ -149,16 +149,15 @@ Ghostfolio is available for various home server systems, including [CasaOS](http
 ### Prerequisites
 
 - [Docker](https://www.docker.com/products/docker-desktop)
-- [Node.js](https://nodejs.org/en/download) (version 18+)
-- [Yarn](https://yarnpkg.com/en/docs/install)
+- [Node.js](https://nodejs.org/en/download) (version 20+)
 - Create a local copy of this Git repository (clone)
 - Copy the file `.env.dev` to `.env` and populate it with your data (`cp .env.dev .env`)
 
 ### Setup
 
-1. Run `yarn install`
+1. Run `npm install`
 1. Run `docker compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
-1. Run `yarn database:setup` to initialize the database schema
+1. Run `npm run database:setup` to initialize the database schema
 1. Run `git config core.hooksPath ./git-hooks/` to setup git hooks
 1. Start the server and the client (see [_Development_](#Development))
 1. Open https://localhost:4200/en in your browser
@@ -168,31 +167,31 @@ Ghostfolio is available for various home server systems, including [CasaOS](http
 
 #### Debug
 
-Run `yarn watch:server` and click _Debug API_ in [Visual Studio Code](https://code.visualstudio.com)
+Run `npm run watch:server` and click _Debug API_ in [Visual Studio Code](https://code.visualstudio.com)
 
 #### Serve
 
-Run `yarn start:server`
+Run `npm run start:server`
 
 ### Start Client
 
-Run `yarn start:client` and open https://localhost:4200/en in your browser
+Run `npm run start:client` and open https://localhost:4200/en in your browser
 
 ### Start _Storybook_
 
-Run `yarn start:storybook`
+Run `npm run start:storybook`
 
 ### Migrate Database
 
 With the following command you can keep your database schema in sync:
 
 ```bash
-yarn database:push
+npm run database:push
 ```
 
 ## Testing
 
-Run `yarn test`
+Run `npm test`
 
 ## Public API
 
@@ -233,18 +232,18 @@ Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TO
 }
 ```
 
-| Field      | Type                | Description                                                                   |
-| ---------- | ------------------- | ----------------------------------------------------------------------------- |
-| accountId  | string (`optional`) | Id of the account                                                             |
-| comment    | string (`optional`) | Comment of the activity                                                       |
-| currency   | string              | `CHF` \| `EUR` \| `USD` etc.                                                  |
-| dataSource | string              | `COINGECKO` \| `MANUAL` (for type `ITEM`) \| `YAHOO`                          |
-| date       | string              | Date in the format `ISO-8601`                                                 |
-| fee        | number              | Fee of the activity                                                           |
-| quantity   | number              | Quantity of the activity                                                      |
-| symbol     | string              | Symbol of the activity (suitable for `dataSource`)                            |
-| type       | string              | `BUY` \| `DIVIDEND` \| `FEE` \| `INTEREST` \| `ITEM` \| `LIABILITY` \| `SELL` |
-| unitPrice  | number              | Price per unit of the activity                                                |
+| Field        | Type                | Description                                                                   |
+| ------------ | ------------------- | ----------------------------------------------------------------------------- |
+| `accountId`  | `string` (optional) | Id of the account                                                             |
+| `comment`    | `string` (optional) | Comment of the activity                                                       |
+| `currency`   | `string`            | `CHF` \| `EUR` \| `USD` etc.                                                  |
+| `dataSource` | `string`            | `COINGECKO` \| `MANUAL` (for type `ITEM`) \| `YAHOO`                          |
+| `date`       | `string`            | Date in the format `ISO-8601`                                                 |
+| `fee`        | `number`            | Fee of the activity                                                           |
+| `quantity`   | `number`            | Quantity of the activity                                                      |
+| `symbol`     | `string`            | Symbol of the activity (suitable for `dataSource`)                            |
+| `type`       | `string`            | `BUY` \| `DIVIDEND` \| `FEE` \| `INTEREST` \| `ITEM` \| `LIABILITY` \| `SELL` |
+| `unitPrice`  | `number`            | Price per unit of the activity                                                |
 
 #### Response
 

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

@@ -174,8 +174,8 @@ export class AccountService {
       ACCOUNT: filtersByAccount,
       ASSET_CLASS: filtersByAssetClass,
       TAG: filtersByTag
-    } = groupBy(filters, (filter) => {
-      return filter.type;
+    } = groupBy(filters, ({ type }) => {
+      return type;
     });
 
     if (filtersByAccount?.length > 0) {

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

@@ -81,10 +81,11 @@ export class AdminController {
   @Post('gather/max')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async gatherMax(): Promise<void> {
-    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
+    const assetProfileIdentifiers =
+      await this.dataGatheringService.getAllAssetProfileIdentifiers();
 
     await this.dataGatheringService.addJobsToQueue(
-      uniqueAssets.map(({ dataSource, symbol }) => {
+      assetProfileIdentifiers.map(({ dataSource, symbol }) => {
         return {
           data: {
             dataSource,
@@ -107,10 +108,11 @@ export class AdminController {
   @Post('gather/profile-data')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async gatherProfileData(): Promise<void> {
-    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
+    const assetProfileIdentifiers =
+      await this.dataGatheringService.getAllAssetProfileIdentifiers();
 
     await this.dataGatheringService.addJobsToQueue(
-      uniqueAssets.map(({ dataSource, symbol }) => {
+      assetProfileIdentifiers.map(({ dataSource, symbol }) => {
         return {
           data: {
             dataSource,

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

@@ -21,18 +21,19 @@ import {
   AdminMarketData,
   AdminMarketDataDetails,
   AdminMarketDataItem,
+  AssetProfileIdentifier,
   EnhancedSymbolProfile,
-  Filter,
-  UniqueAsset
+  Filter
 } from '@ghostfolio/common/interfaces';
 import { MarketDataPreset } from '@ghostfolio/common/types';
 
-import { BadRequestException, Injectable } from '@nestjs/common';
+import { BadRequestException, Injectable, Logger } from '@nestjs/common';
 import {
   AssetClass,
   AssetSubClass,
   DataSource,
   Prisma,
+  PrismaClient,
   Property,
   SymbolProfile
 } from '@prisma/client';
@@ -58,7 +59,9 @@ export class AdminService {
     currency,
     dataSource,
     symbol
-  }: UniqueAsset & { currency?: string }): Promise<SymbolProfile | never> {
+  }: AssetProfileIdentifier & { currency?: string }): Promise<
+    SymbolProfile | never
+  > {
     try {
       if (dataSource === 'MANUAL') {
         return this.symbolProfileService.add({
@@ -95,7 +98,10 @@ export class AdminService {
     }
   }
 
-  public async deleteProfileData({ dataSource, symbol }: UniqueAsset) {
+  public async deleteProfileData({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     await this.marketDataService.deleteMany({ dataSource, symbol });
     await this.symbolProfileService.delete({ dataSource, symbol });
   }
@@ -212,104 +218,119 @@ export class AdminService {
       }
     }
 
-    let [assetProfiles, count] = await Promise.all([
-      this.prismaService.symbolProfile.findMany({
-        orderBy,
-        skip,
-        take,
-        where,
-        select: {
-          _count: {
-            select: { Order: true }
-          },
-          assetClass: true,
-          assetSubClass: true,
-          comment: true,
-          countries: true,
-          currency: true,
-          dataSource: true,
-          id: true,
-          name: true,
-          Order: {
-            orderBy: [{ date: 'asc' }],
-            select: { date: true },
-            take: 1
-          },
-          scraperConfiguration: true,
-          sectors: true,
-          symbol: true
+    const extendedPrismaClient = this.getExtendedPrismaClient();
+
+    try {
+      let [assetProfiles, count] = await Promise.all([
+        extendedPrismaClient.symbolProfile.findMany({
+          orderBy,
+          skip,
+          take,
+          where,
+          select: {
+            _count: {
+              select: { Order: true }
+            },
+            assetClass: true,
+            assetSubClass: true,
+            comment: true,
+            countries: true,
+            currency: true,
+            dataSource: true,
+            id: true,
+            isUsedByUsersWithSubscription: true,
+            name: true,
+            Order: {
+              orderBy: [{ date: 'asc' }],
+              select: { date: true },
+              take: 1
+            },
+            scraperConfiguration: true,
+            sectors: true,
+            symbol: true
+          }
+        }),
+        this.prismaService.symbolProfile.count({ where })
+      ]);
+
+      let marketData: AdminMarketDataItem[] = await Promise.all(
+        assetProfiles.map(
+          async ({
+            _count,
+            assetClass,
+            assetSubClass,
+            comment,
+            countries,
+            currency,
+            dataSource,
+            id,
+            isUsedByUsersWithSubscription,
+            name,
+            Order,
+            sectors,
+            symbol
+          }) => {
+            const countriesCount = countries
+              ? Object.keys(countries).length
+              : 0;
+            const marketDataItemCount =
+              marketDataItems.find((marketDataItem) => {
+                return (
+                  marketDataItem.dataSource === dataSource &&
+                  marketDataItem.symbol === symbol
+                );
+              })?._count ?? 0;
+            const sectorsCount = sectors ? Object.keys(sectors).length : 0;
+
+            return {
+              assetClass,
+              assetSubClass,
+              comment,
+              currency,
+              countriesCount,
+              dataSource,
+              id,
+              name,
+              symbol,
+              marketDataItemCount,
+              sectorsCount,
+              activitiesCount: _count.Order,
+              date: Order?.[0]?.date,
+              isUsedByUsersWithSubscription: await isUsedByUsersWithSubscription
+            };
+          }
+        )
+      );
+
+      if (presetId) {
+        if (presetId === 'ETF_WITHOUT_COUNTRIES') {
+          marketData = marketData.filter(({ countriesCount }) => {
+            return countriesCount === 0;
+          });
+        } else if (presetId === 'ETF_WITHOUT_SECTORS') {
+          marketData = marketData.filter(({ sectorsCount }) => {
+            return sectorsCount === 0;
+          });
         }
-      }),
-      this.prismaService.symbolProfile.count({ where })
-    ]);
 
-    let marketData: AdminMarketDataItem[] = assetProfiles.map(
-      ({
-        _count,
-        assetClass,
-        assetSubClass,
-        comment,
-        countries,
-        currency,
-        dataSource,
-        id,
-        name,
-        Order,
-        sectors,
-        symbol
-      }) => {
-        const countriesCount = countries ? Object.keys(countries).length : 0;
-        const marketDataItemCount =
-          marketDataItems.find((marketDataItem) => {
-            return (
-              marketDataItem.dataSource === dataSource &&
-              marketDataItem.symbol === symbol
-            );
-          })?._count ?? 0;
-        const sectorsCount = sectors ? Object.keys(sectors).length : 0;
-
-        return {
-          assetClass,
-          assetSubClass,
-          comment,
-          currency,
-          countriesCount,
-          dataSource,
-          id,
-          name,
-          symbol,
-          marketDataItemCount,
-          sectorsCount,
-          activitiesCount: _count.Order,
-          date: Order?.[0]?.date
-        };
-      }
-    );
-
-    if (presetId) {
-      if (presetId === 'ETF_WITHOUT_COUNTRIES') {
-        marketData = marketData.filter(({ countriesCount }) => {
-          return countriesCount === 0;
-        });
-      } else if (presetId === 'ETF_WITHOUT_SECTORS') {
-        marketData = marketData.filter(({ sectorsCount }) => {
-          return sectorsCount === 0;
-        });
+        count = marketData.length;
       }
 
-      count = marketData.length;
+      return {
+        count,
+        marketData
+      };
+    } finally {
+      await extendedPrismaClient.$disconnect();
+
+      Logger.debug('Disconnect extended prisma client', 'AdminService');
     }
-
-    return {
-      count,
-      marketData
-    };
   }
 
   public async getMarketDataBySymbol({
     dataSource,
     symbol
-  }: UniqueAsset): Promise<AdminMarketDataDetails> {
+  }: AssetProfileIdentifier): Promise<AdminMarketDataDetails> {
     let activitiesCount: EnhancedSymbolProfile['activitiesCount'] = 0;
     let currency: EnhancedSymbolProfile['currency'] = '-';
     let dateOfFirstActivity: EnhancedSymbolProfile['dateOfFirstActivity'];
@@ -370,7 +391,7 @@ export class AdminService {
     symbol,
     symbolMapping,
     url
-  }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
+  }: AssetProfileIdentifier & Prisma.SymbolProfileUpdateInput) {
     const symbolProfileOverrides = {
       assetClass: assetClass as AssetClass,
       assetSubClass: assetSubClass as AssetSubClass,
@@ -378,28 +399,28 @@ export class AdminService {
       url: url as string
     };
 
-    const updatedSymbolProfile: Prisma.SymbolProfileUpdateInput & UniqueAsset =
-      {
-        comment,
-        countries,
-        currency,
-        dataSource,
-        holdings,
-        scraperConfiguration,
-        sectors,
-        symbol,
-        symbolMapping,
-        ...(dataSource === 'MANUAL'
-          ? { assetClass, assetSubClass, name, url }
-          : {
-              SymbolProfileOverrides: {
-                upsert: {
-                  create: symbolProfileOverrides,
-                  update: symbolProfileOverrides
-                }
+    const updatedSymbolProfile: AssetProfileIdentifier &
+      Prisma.SymbolProfileUpdateInput = {
+      comment,
+      countries,
+      currency,
+      dataSource,
+      holdings,
+      scraperConfiguration,
+      sectors,
+      symbol,
+      symbolMapping,
+      ...(dataSource === 'MANUAL'
+        ? { assetClass, assetSubClass, name, url }
+        : {
+            SymbolProfileOverrides: {
+              upsert: {
+                create: symbolProfileOverrides,
+                update: symbolProfileOverrides
               }
-            })
-      };
+            }
+          })
+    };
 
     await this.symbolProfileService.updateSymbolProfile(updatedSymbolProfile);
 
@@ -431,6 +452,52 @@ export class AdminService {
     return response;
   }
 
+  private getExtendedPrismaClient() {
+    Logger.debug('Connect extended prisma client', 'AdminService');
+
+    const symbolProfileExtension = Prisma.defineExtension((client) => {
+      return client.$extends({
+        result: {
+          symbolProfile: {
+            isUsedByUsersWithSubscription: {
+              compute: async ({ id }) => {
+                const { _count } =
+                  await this.prismaService.symbolProfile.findUnique({
+                    select: {
+                      _count: {
+                        select: {
+                          Order: {
+                            where: {
+                              User: {
+                                Subscription: {
+                                  some: {
+                                    expiresAt: {
+                                      gt: new Date()
+                                    }
+                                  }
+                                }
+                              }
+                            }
+                          }
+                        }
+                      }
+                    },
+                    where: {
+                      id
+                    }
+                  });
+
+                return _count.Order > 0;
+              }
+            }
+          }
+        }
+      });
+    });
+
+    return new PrismaClient().$extends(symbolProfileExtension);
+  }
+
   private async getMarketDataForCurrencies(): Promise<AdminMarketData> {
     const marketDataItems = await this.prismaService.marketData.groupBy({
       _count: true,

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

@@ -4,9 +4,9 @@ import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import type {
+  AssetProfileIdentifier,
   BenchmarkMarketDataDetails,
-  BenchmarkResponse,
-  UniqueAsset
+  BenchmarkResponse
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
@@ -41,7 +41,9 @@ export class BenchmarkController {
   @HasPermission(permissions.accessAdminControl)
   @Post()
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
-  public async addBenchmark(@Body() { dataSource, symbol }: UniqueAsset) {
+  public async addBenchmark(
+    @Body() { dataSource, symbol }: AssetProfileIdentifier
+  ) {
     try {
       const benchmark = await this.benchmarkService.addBenchmark({
         dataSource,

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

@@ -17,11 +17,11 @@ import {
   resetHours
 } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   Benchmark,
   BenchmarkMarketDataDetails,
   BenchmarkProperty,
-  BenchmarkResponse,
-  UniqueAsset
+  BenchmarkResponse
 } from '@ghostfolio/common/interfaces';
 import { BenchmarkTrend } from '@ghostfolio/common/types';
 
@@ -29,15 +29,19 @@ import { Injectable, Logger } from '@nestjs/common';
 import { SymbolProfile } from '@prisma/client';
 import { Big } from 'big.js';
 import {
+  addHours,
   differenceInDays,
   eachDayOfInterval,
   format,
+  isAfter,
   isSameDay,
   subDays
 } from 'date-fns';
 import { isNumber, last, uniqBy } from 'lodash';
 import ms from 'ms';
 
+import { BenchmarkValue } from './interfaces/benchmark-value.interface';
+
 @Injectable()
 export class BenchmarkService {
   private readonly CACHE_KEY_BENCHMARKS = 'BENCHMARKS';
@@ -61,7 +65,10 @@ export class BenchmarkService {
     return 0;
   }
 
-  public async getBenchmarkTrends({ dataSource, symbol }: UniqueAsset) {
+  public async getBenchmarkTrends({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     const historicalData = await this.marketDataService.marketDataItems({
       orderBy: {
         date: 'desc'
@@ -89,99 +96,26 @@ export class BenchmarkService {
     enableSharing = false,
     useCache = true
   } = {}): Promise<BenchmarkResponse['benchmarks']> {
-    let benchmarks: BenchmarkResponse['benchmarks'];
-
     if (useCache) {
       try {
-        benchmarks = JSON.parse(
-          await this.redisCacheService.get(this.CACHE_KEY_BENCHMARKS)
+        const cachedBenchmarkValue = await this.redisCacheService.get(
+          this.CACHE_KEY_BENCHMARKS
         );
 
-        if (benchmarks) {
-          return benchmarks;
+        const { benchmarks, expiration }: BenchmarkValue =
+          JSON.parse(cachedBenchmarkValue);
+
+        if (isAfter(new Date(), new Date(expiration))) {
+          this.calculateAndCacheBenchmarks({
+            enableSharing
+          });
         }
+
+        return benchmarks;
       } catch {}
     }
 
-    const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles({
-      enableSharing
-    });
-
-    const promisesAllTimeHighs: Promise<{ date: Date; marketPrice: number }>[] =
-      [];
-    const promisesBenchmarkTrends: Promise<{
-      trend50d: BenchmarkTrend;
-      trend200d: BenchmarkTrend;
-    }>[] = [];
-
-    const quotes = await this.dataProviderService.getQuotes({
-      items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
-        return { dataSource, symbol };
-      }),
-      requestTimeout: ms('30 seconds'),
-      useCache: false
-    });
-
-    for (const { dataSource, symbol } of benchmarkAssetProfiles) {
-      promisesAllTimeHighs.push(
-        this.marketDataService.getMax({ dataSource, symbol })
-      );
-      promisesBenchmarkTrends.push(
-        this.getBenchmarkTrends({ dataSource, symbol })
-      );
-    }
-
-    const [allTimeHighs, benchmarkTrends] = await Promise.all([
-      Promise.all(promisesAllTimeHighs),
-      Promise.all(promisesBenchmarkTrends)
-    ]);
-    let storeInCache = useCache;
-
-    benchmarks = allTimeHighs.map((allTimeHigh, index) => {
-      const { marketPrice } =
-        quotes[benchmarkAssetProfiles[index].symbol] ?? {};
-
-      let performancePercentFromAllTimeHigh = 0;
-
-      if (allTimeHigh?.marketPrice && marketPrice) {
-        performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
-          allTimeHigh.marketPrice,
-          marketPrice
-        );
-      } else {
-        storeInCache = false;
-      }
-
-      return {
-        dataSource: benchmarkAssetProfiles[index].dataSource,
-        marketCondition: this.getMarketCondition(
-          performancePercentFromAllTimeHigh
-        ),
-        name: benchmarkAssetProfiles[index].name,
-        performances: {
-          allTimeHigh: {
-            date: allTimeHigh?.date,
-            performancePercent:
-              performancePercentFromAllTimeHigh >= 0
-                ? 0
-                : performancePercentFromAllTimeHigh
-          }
-        },
-        symbol: benchmarkAssetProfiles[index].symbol,
-        trend50d: benchmarkTrends[index].trend50d,
-        trend200d: benchmarkTrends[index].trend200d
-      };
-    });
-
-    if (storeInCache) {
-      await this.redisCacheService.set(
-        this.CACHE_KEY_BENCHMARKS,
-        JSON.stringify(benchmarks),
-        ms('2 hours') / 1000
-      );
-    }
-
-    return benchmarks;
+    return this.calculateAndCacheBenchmarks({ enableSharing });
   }
 
   public async getBenchmarkAssetProfiles({
@@ -228,7 +162,7 @@ export class BenchmarkService {
     endDate?: Date;
     startDate: Date;
     userCurrency: string;
-  } & UniqueAsset): Promise<BenchmarkMarketDataDetails> {
+  } & AssetProfileIdentifier): Promise<BenchmarkMarketDataDetails> {
     const marketData: { date: string; value: number }[] = [];
 
     const days = differenceInDays(endDate, startDate) + 1;
@@ -348,7 +282,7 @@ export class BenchmarkService {
   public async addBenchmark({
     dataSource,
     symbol
-  }: UniqueAsset): Promise<Partial<SymbolProfile>> {
+  }: AssetProfileIdentifier): Promise<Partial<SymbolProfile>> {
     const assetProfile = await this.prismaService.symbolProfile.findFirst({
       where: {
         dataSource,
@@ -385,7 +319,7 @@ export class BenchmarkService {
   public async deleteBenchmark({
     dataSource,
     symbol
-  }: UniqueAsset): Promise<Partial<SymbolProfile>> {
+  }: AssetProfileIdentifier): Promise<Partial<SymbolProfile>> {
     const assetProfile = await this.prismaService.symbolProfile.findFirst({
       where: {
         dataSource,
@@ -419,6 +353,95 @@ export class BenchmarkService {
     };
   }
 
+  private async calculateAndCacheBenchmarks({
+    enableSharing = false
+  }): Promise<BenchmarkResponse['benchmarks']> {
+    const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles({
+      enableSharing
+    });
+
+    const promisesAllTimeHighs: Promise<{ date: Date; marketPrice: number }>[] =
+      [];
+    const promisesBenchmarkTrends: Promise<{
+      trend50d: BenchmarkTrend;
+      trend200d: BenchmarkTrend;
+    }>[] = [];
+
+    const quotes = await this.dataProviderService.getQuotes({
+      items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
+        return { dataSource, symbol };
+      }),
+      requestTimeout: ms('30 seconds'),
+      useCache: false
+    });
+
+    for (const { dataSource, symbol } of benchmarkAssetProfiles) {
+      promisesAllTimeHighs.push(
+        this.marketDataService.getMax({ dataSource, symbol })
+      );
+      promisesBenchmarkTrends.push(
+        this.getBenchmarkTrends({ dataSource, symbol })
+      );
+    }
+
+    const [allTimeHighs, benchmarkTrends] = await Promise.all([
+      Promise.all(promisesAllTimeHighs),
+      Promise.all(promisesBenchmarkTrends)
+    ]);
+    let storeInCache = true;
+
+    const benchmarks = allTimeHighs.map((allTimeHigh, index) => {
+      const { marketPrice } =
+        quotes[benchmarkAssetProfiles[index].symbol] ?? {};
+
+      let performancePercentFromAllTimeHigh = 0;
+
+      if (allTimeHigh?.marketPrice && marketPrice) {
+        performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
+          allTimeHigh.marketPrice,
+          marketPrice
+        );
+      } else {
+        storeInCache = false;
+      }
+
+      return {
+        dataSource: benchmarkAssetProfiles[index].dataSource,
+        marketCondition: this.getMarketCondition(
+          performancePercentFromAllTimeHigh
+        ),
+        name: benchmarkAssetProfiles[index].name,
+        performances: {
+          allTimeHigh: {
+            date: allTimeHigh?.date,
+            performancePercent:
+              performancePercentFromAllTimeHigh >= 0
+                ? 0
+                : performancePercentFromAllTimeHigh
+          }
+        },
+        symbol: benchmarkAssetProfiles[index].symbol,
+        trend50d: benchmarkTrends[index].trend50d,
+        trend200d: benchmarkTrends[index].trend200d
+      };
+    });
+
+    if (storeInCache) {
+      const expiration = addHours(new Date(), 2);
+
+      await this.redisCacheService.set(
+        this.CACHE_KEY_BENCHMARKS,
+        JSON.stringify(<BenchmarkValue>{
+          benchmarks,
+          expiration: expiration.getTime()
+        }),
+        ms('12 hours') / 1000
+      );
+    }
+
+    return benchmarks;
+  }
+
   private getMarketCondition(
     aPerformanceInPercent: number
   ): Benchmark['marketCondition'] {

apps/api/src/app/benchmark/interfaces/benchmark-value.interface.ts

@@ -0,0 +1,6 @@
+import { BenchmarkResponse } from '@ghostfolio/common/interfaces';
+
+export interface BenchmarkValue {
+  benchmarks: BenchmarkResponse['benchmarks'];
+  expiration: number;
+}

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

@@ -14,6 +14,6 @@ export class CacheController {
   @Post('flush')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async flushCache(): Promise<void> {
-    return this.redisCacheService.reset();
+    await this.redisCacheService.reset();
   }
 }

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

@@ -19,7 +19,7 @@ import {
   getAssetProfileIdentifier,
   parseDate
 } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 import {
   AccountWithPlatform,
   OrderWithAccount,
@@ -51,7 +51,7 @@ export class ImportService {
     dataSource,
     symbol,
     userCurrency
-  }: UniqueAsset & { userCurrency: string }): Promise<Activity[]> {
+  }: AssetProfileIdentifier & { userCurrency: string }): Promise<Activity[]> {
     try {
       const { firstBuyDate, historicalData, orders } =
         await this.portfolioService.getPosition(dataSource, undefined, symbol);
@@ -72,9 +72,13 @@ export class ImportService {
         })
       ]);
 
-      const accounts = orders.map((order) => {
-        return order.Account;
-      });
+      const accounts = orders
+        .filter(({ Account }) => {
+          return !!Account;
+        })
+        .map(({ Account }) => {
+          return Account;
+        });
 
       const Account = this.isUniqueAccount(accounts) ? accounts[0] : undefined;
 

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

@@ -1,6 +1,6 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 import { HttpException, Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
@@ -17,7 +17,7 @@ export class LogoService {
   public async getLogoByDataSourceAndSymbol({
     dataSource,
     symbol
-  }: UniqueAsset) {
+  }: AssetProfileIdentifier) {
     if (!DataSource[dataSource]) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.NOT_FOUND),

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

@@ -36,7 +36,7 @@ import { parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { CreateOrderDto } from './create-order.dto';
-import { Activities } from './interfaces/activities.interface';
+import { Activities, Activity } from './interfaces/activities.interface';
 import { OrderService } from './order.service';
 import { UpdateOrderDto } from './update-order.dto';
 
@@ -140,6 +140,38 @@ export class OrderController {
     return { activities, count };
   }
 
+  @Get(':id')
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseInterceptors(RedactValuesInResponseInterceptor)
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
+  public async getOrderById(
+    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId,
+    @Param('id') id: string
+  ): Promise<Activity> {
+    const impersonationUserId =
+      await this.impersonationService.validateImpersonationId(impersonationId);
+    const userCurrency = this.request.user.Settings.settings.baseCurrency;
+
+    const { activities } = await this.orderService.getOrders({
+      userCurrency,
+      userId: impersonationUserId || this.request.user.id,
+      withExcludedAccounts: true
+    });
+
+    const activity = activities.find((activity) => {
+      return activity.id === id;
+    });
+
+    if (!activity) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    return activity;
+  }
+
   @HasPermission(permissions.createOrder)
   @Post()
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)

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

@@ -11,9 +11,9 @@ import {
 } from '@ghostfolio/common/config';
 import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   EnhancedSymbolProfile,
-  Filter,
-  UniqueAsset
+  Filter
 } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 
@@ -46,6 +46,39 @@ export class OrderService {
     private readonly symbolProfileService: SymbolProfileService
   ) {}
 
+  public async assignTags({
+    dataSource,
+    symbol,
+    tags,
+    userId
+  }: { tags: Tag[]; userId: string } & AssetProfileIdentifier) {
+    const orders = await this.prismaService.order.findMany({
+      where: {
+        userId,
+        SymbolProfile: {
+          dataSource,
+          symbol
+        }
+      }
+    });
+
+    return Promise.all(
+      orders.map(({ id }) =>
+        this.prismaService.order.update({
+          data: {
+            tags: {
+              // The set operation replaces all existing connections with the provided ones
+              set: tags.map(({ id }) => {
+                return { id };
+              })
+            }
+          },
+          where: { id }
+        })
+      )
+    );
+  }
+
   public async createOrder(
     data: Prisma.OrderCreateInput & {
       accountId?: string;
@@ -252,7 +285,7 @@ export class OrderService {
     return count;
   }
 
-  public async getLatestOrder({ dataSource, symbol }: UniqueAsset) {
+  public async getLatestOrder({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.prismaService.order.findFirst({
       orderBy: {
         date: 'desc'
@@ -312,10 +345,14 @@ export class OrderService {
       ACCOUNT: filtersByAccount,
       ASSET_CLASS: filtersByAssetClass,
       TAG: filtersByTag
-    } = groupBy(filters, (filter) => {
-      return filter.type;
+    } = groupBy(filters, ({ type }) => {
+      return type;
     });
 
+    const searchQuery = filters?.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
+
     if (filtersByAccount?.length > 0) {
       where.accountId = {
         in: filtersByAccount.map(({ id }) => {
@@ -357,6 +394,30 @@ export class OrderService {
       };
     }
 
+    if (searchQuery) {
+      const searchQueryWhereInput: Prisma.SymbolProfileWhereInput[] = [
+        { id: { mode: 'insensitive', startsWith: searchQuery } },
+        { isin: { mode: 'insensitive', startsWith: searchQuery } },
+        { name: { mode: 'insensitive', startsWith: searchQuery } },
+        { symbol: { mode: 'insensitive', startsWith: searchQuery } }
+      ];
+
+      if (where.SymbolProfile) {
+        where.SymbolProfile = {
+          AND: [
+            where.SymbolProfile,
+            {
+              OR: searchQueryWhereInput
+            }
+          ]
+        };
+      } else {
+        where.SymbolProfile = {
+          OR: searchQueryWhereInput
+        };
+      }
+    }
+
     if (filtersByTag?.length > 0) {
       where.tags = {
         some: {
@@ -403,7 +464,7 @@ export class OrderService {
       this.prismaService.order.count({ where })
     ]);
 
-    const uniqueAssets = uniqBy(
+    const assetProfileIdentifiers = uniqBy(
       orders.map(({ SymbolProfile }) => {
         return {
           dataSource: SymbolProfile.dataSource,
@@ -418,8 +479,9 @@ export class OrderService {
       }
     );
 
-    const assetProfiles =
-      await this.symbolProfileService.getSymbolProfiles(uniqueAssets);
+    const assetProfiles = await this.symbolProfileService.getSymbolProfiles(
+      assetProfileIdentifiers
+    );
 
     const activities = orders.map((order) => {
       const assetProfile = assetProfiles.find(({ dataSource, symbol }) => {

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

@@ -1,5 +1,8 @@
 import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator';
-import { SymbolMetrics, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  SymbolMetrics
+} from '@ghostfolio/common/interfaces';
 import { PortfolioSnapshot, TimelinePosition } from '@ghostfolio/common/models';
 
 export class MWRPortfolioCalculator extends PortfolioCalculator {
@@ -27,7 +30,7 @@ export class MWRPortfolioCalculator extends PortfolioCalculator {
     };
     start: Date;
     step?: number;
-  } & UniqueAsset): SymbolMetrics {
+  } & AssetProfileIdentifier): SymbolMetrics {
     throw new Error('Method not implemented.');
   }
 }

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

@@ -19,12 +19,12 @@ import {
   resetHours
 } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   DataProviderInfo,
   HistoricalDataItem,
   InvestmentItem,
   ResponseError,
-  SymbolMetrics,
-  UniqueAsset
+  SymbolMetrics
 } from '@ghostfolio/common/interfaces';
 import { PortfolioSnapshot, TimelinePosition } from '@ghostfolio/common/models';
 import { DateRange, GroupBy } from '@ghostfolio/common/types';
@@ -300,6 +300,12 @@ export abstract class PortfolioCalculator {
     const errors: ResponseError['errors'] = [];
 
     for (const item of lastTransactionPoint.items) {
+      const feeInBaseCurrency = item.fee.mul(
+        exchangeRatesByCurrency[`${item.currency}${this.currency}`]?.[
+          lastTransactionPoint.date
+        ]
+      );
+
       const marketPriceInBaseCurrency = (
         marketSymbolMap[endDateString]?.[item.symbol] ?? item.averagePrice
       ).mul(
@@ -340,24 +346,25 @@ export abstract class PortfolioCalculator {
       hasAnySymbolMetricsErrors = hasAnySymbolMetricsErrors || hasErrors;
 
       positions.push({
-        dividend: totalDividend,
-        dividendInBaseCurrency: totalDividendInBaseCurrency,
+        feeInBaseCurrency,
         timeWeightedInvestment,
         timeWeightedInvestmentWithCurrencyEffect,
+        dividend: totalDividend,
+        dividendInBaseCurrency: totalDividendInBaseCurrency,
         averagePrice: item.averagePrice,
         currency: item.currency,
         dataSource: item.dataSource,
         fee: item.fee,
         firstBuyDate: item.firstBuyDate,
-        grossPerformance: !hasErrors ? grossPerformance ?? null : null,
+        grossPerformance: !hasErrors ? (grossPerformance ?? null) : null,
         grossPerformancePercentage: !hasErrors
-          ? grossPerformancePercentage ?? null
+          ? (grossPerformancePercentage ?? null)
           : null,
         grossPerformancePercentageWithCurrencyEffect: !hasErrors
-          ? grossPerformancePercentageWithCurrencyEffect ?? null
+          ? (grossPerformancePercentageWithCurrencyEffect ?? null)
           : null,
         grossPerformanceWithCurrencyEffect: !hasErrors
-          ? grossPerformanceWithCurrencyEffect ?? null
+          ? (grossPerformanceWithCurrencyEffect ?? null)
           : null,
         investment: totalInvestment,
         investmentWithCurrencyEffect: totalInvestmentWithCurrencyEffect,
@@ -365,15 +372,15 @@ export abstract class PortfolioCalculator {
           marketSymbolMap[endDateString]?.[item.symbol]?.toNumber() ?? null,
         marketPriceInBaseCurrency:
           marketPriceInBaseCurrency?.toNumber() ?? null,
-        netPerformance: !hasErrors ? netPerformance ?? null : null,
+        netPerformance: !hasErrors ? (netPerformance ?? null) : null,
         netPerformancePercentage: !hasErrors
-          ? netPerformancePercentage ?? null
+          ? (netPerformancePercentage ?? null)
           : null,
         netPerformancePercentageWithCurrencyEffect: !hasErrors
-          ? netPerformancePercentageWithCurrencyEffect ?? null
+          ? (netPerformancePercentageWithCurrencyEffect ?? null)
           : null,
         netPerformanceWithCurrencyEffect: !hasErrors
-          ? netPerformanceWithCurrencyEffect ?? null
+          ? (netPerformanceWithCurrencyEffect ?? null)
           : null,
         quantity: item.quantity,
         symbol: item.symbol,
@@ -898,7 +905,7 @@ export abstract class PortfolioCalculator {
     };
     start: Date;
     step?: number;
-  } & UniqueAsset): SymbolMetrics;
+  } & AssetProfileIdentifier): SymbolMetrics;
 
   public getTransactionPoints() {
     return this.transactionPoints;

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

@@ -168,6 +168,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('3.2'),
+            feeInBaseCurrency: new Big('3.2'),
             firstBuyDate: '2021-11-22',
             grossPerformance: new Big('-12.6'),
             grossPerformancePercentage: new Big('-0.04408677396780965649'),

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

@@ -153,6 +153,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('3.2'),
+            feeInBaseCurrency: new Big('3.2'),
             firstBuyDate: '2021-11-22',
             grossPerformance: new Big('-12.6'),
             grossPerformancePercentage: new Big('-0.0440867739678096571'),

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

@@ -138,6 +138,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('1.55'),
+            feeInBaseCurrency: new Big('1.55'),
             firstBuyDate: '2021-11-30',
             grossPerformance: new Big('24.6'),
             grossPerformancePercentage: new Big('0.09004392386530014641'),

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

@@ -166,6 +166,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('0'),
+            feeInBaseCurrency: new Big('0'),
             firstBuyDate: '2015-01-01',
             grossPerformance: new Big('27172.74'),
             grossPerformancePercentage: new Big('42.41978276196153750666'),

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

@@ -123,6 +123,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('49'),
+            feeInBaseCurrency: new Big('49'),
             firstBuyDate: '2021-09-01',
             grossPerformance: null,
             grossPerformancePercentage: null,

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

@@ -151,6 +151,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('1'),
+            feeInBaseCurrency: new Big('0.9238'),
             firstBuyDate: '2023-01-03',
             grossPerformance: new Big('27.33'),
             grossPerformancePercentage: new Big('0.3066651705565529623'),
@@ -177,7 +178,7 @@ describe('PortfolioCalculator', () => {
             valueInBaseCurrency: new Big('103.10483')
           }
         ],
-        totalFeesWithCurrencyEffect: new Big('1'),
+        totalFeesWithCurrencyEffect: new Big('0.9238'),
         totalInterestWithCurrencyEffect: new Big('0'),
         totalInvestment: new Big('89.12'),
         totalInvestmentWithCurrencyEffect: new Big('82.329056'),

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

@@ -123,6 +123,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('0'),
+            feeInBaseCurrency: new Big('0'),
             firstBuyDate: '2022-01-01',
             grossPerformance: null,
             grossPerformancePercentage: null,

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

@@ -153,6 +153,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('4.25'),
+            feeInBaseCurrency: new Big('4.25'),
             firstBuyDate: '2022-03-07',
             grossPerformance: new Big('21.93'),
             grossPerformancePercentage: new Big('0.15113417083448194384'),

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

@@ -183,6 +183,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('0'),
+            feeInBaseCurrency: new Big('0'),
             firstBuyDate: '2022-03-07',
             grossPerformance: new Big('19.86'),
             grossPerformancePercentage: new Big('0.13100263852242744063'),

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

@@ -2,7 +2,10 @@ import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/calculator/po
 import { PortfolioOrderItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-order-item.interface';
 import { getFactor } from '@ghostfolio/api/helper/portfolio.helper';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
-import { SymbolMetrics, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  SymbolMetrics
+} from '@ghostfolio/common/interfaces';
 import { PortfolioSnapshot, TimelinePosition } from '@ghostfolio/common/models';
 
 import { Logger } from '@nestjs/common';
@@ -34,9 +37,9 @@ export class TWRPortfolioCalculator extends PortfolioCalculator {
     let totalTimeWeightedInvestmentWithCurrencyEffect = new Big(0);
 
     for (const currentPosition of positions) {
-      if (currentPosition.fee) {
+      if (currentPosition.feeInBaseCurrency) {
         totalFeesWithCurrencyEffect = totalFeesWithCurrencyEffect.plus(
-          currentPosition.fee
+          currentPosition.feeInBaseCurrency
         );
       }
 
@@ -151,7 +154,7 @@ export class TWRPortfolioCalculator extends PortfolioCalculator {
     };
     start: Date;
     step?: number;
-  } & UniqueAsset): SymbolMetrics {
+  } & AssetProfileIdentifier): SymbolMetrics {
     const currentExchangeRate = exchangeRates[format(new Date(), DATE_FORMAT)];
     const currentValues: { [date: string]: Big } = {};
     const currentValuesWithCurrencyEffect: { [date: string]: Big } = {};

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

@@ -1,7 +1,7 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 import { DataSource, MarketData } from '@prisma/client';
 
@@ -24,32 +24,32 @@ jest.mock('@ghostfolio/api/services/market-data/market-data.service', () => {
           });
         },
         getRange: ({
+          assetProfileIdentifiers,
           dateRangeEnd,
-          dateRangeStart,
-          uniqueAssets
+          dateRangeStart
         }: {
+          assetProfileIdentifiers: AssetProfileIdentifier[];
           dateRangeEnd: Date;
           dateRangeStart: Date;
-          uniqueAssets: UniqueAsset[];
         }) => {
           return Promise.resolve<MarketData[]>([
             {
               createdAt: dateRangeStart,
-              dataSource: uniqueAssets[0].dataSource,
+              dataSource: assetProfileIdentifiers[0].dataSource,
               date: dateRangeStart,
               id: '8fa48fde-f397-4b0d-adbc-fb940e830e6d',
               marketPrice: 1841.823902,
               state: 'CLOSE',
-              symbol: uniqueAssets[0].symbol
+              symbol: assetProfileIdentifiers[0].symbol
             },
             {
               createdAt: dateRangeEnd,
-              dataSource: uniqueAssets[0].dataSource,
+              dataSource: assetProfileIdentifiers[0].dataSource,
               date: dateRangeEnd,
               id: '082d6893-df27-4c91-8a5d-092e84315b56',
               marketPrice: 1847.839966,
               state: 'CLOSE',
-              symbol: uniqueAssets[0].symbol
+              symbol: assetProfileIdentifiers[0].symbol
             }
           ]);
         }

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

@@ -3,9 +3,9 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { resetHours } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   DataProviderInfo,
-  ResponseError,
-  UniqueAsset
+  ResponseError
 } from '@ghostfolio/common/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 
@@ -80,17 +80,16 @@ export class CurrentRateService {
       );
     }
 
-    const uniqueAssets: UniqueAsset[] = dataGatheringItems.map(
-      ({ dataSource, symbol }) => {
+    const assetProfileIdentifiers: AssetProfileIdentifier[] =
+      dataGatheringItems.map(({ dataSource, symbol }) => {
         return { dataSource, symbol };
-      }
-    );
+      });
 
     promises.push(
       this.marketDataService
         .getRange({
-          dateQuery,
-          uniqueAssets
+          assetProfileIdentifiers,
+          dateQuery
         })
         .then((data) => {
           return data.map(({ dataSource, date, marketPrice, symbol }) => {

apps/api/src/app/portfolio/interfaces/get-value-object.interface.ts

@@ -1,6 +1,6 @@
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
-export interface GetValueObject extends UniqueAsset {
+export interface GetValueObject extends AssetProfileIdentifier {
   date: Date;
   marketPrice: number;
 }

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

@@ -1,6 +1,7 @@
 import { AccessService } from '@ghostfolio/api/app/access/access.service';
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
+import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import {
   hasNotDefinedValuesInObject,
@@ -29,7 +30,8 @@ import {
 } from '@ghostfolio/common/interfaces';
 import {
   hasReadRestrictedAccessPermission,
-  isRestrictedView
+  isRestrictedView,
+  permissions
 } from '@ghostfolio/common/permissions';
 import type {
   DateRange,
@@ -38,12 +40,14 @@ import type {
 } from '@ghostfolio/common/types';
 
 import {
+  Body,
   Controller,
   Get,
   Headers,
   HttpException,
   Inject,
   Param,
+  Put,
   Query,
   UseGuards,
   UseInterceptors,
@@ -51,12 +55,13 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { AssetClass, AssetSubClass } from '@prisma/client';
+import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 import { Big } from 'big.js';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { PortfolioHoldingDetail } from './interfaces/portfolio-holding-detail.interface';
 import { PortfolioService } from './portfolio.service';
+import { UpdateHoldingTagsDto } from './update-holding-tags.dto';
 
 @Controller('portfolio')
 export class PortfolioController {
@@ -496,9 +501,6 @@ export class PortfolioController {
     @Param('accessId') accessId
   ): Promise<PortfolioPublicDetails> {
     const access = await this.accessService.access({ id: accessId });
-    const user = await this.userService.user({
-      id: access.userId
-    });
 
     if (!access) {
       throw new HttpException(
@@ -508,6 +510,11 @@ export class PortfolioController {
     }
 
     let hasDetails = true;
+
+    const user = await this.userService.user({
+      id: access.userId
+    });
+
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       hasDetails = user.subscription.type === 'Premium';
     }
@@ -564,23 +571,23 @@ export class PortfolioController {
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getPosition(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
-    @Param('dataSource') dataSource,
-    @Param('symbol') symbol
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
   ): Promise<PortfolioHoldingDetail> {
-    const position = await this.portfolioService.getPosition(
+    const holding = await this.portfolioService.getPosition(
       dataSource,
       impersonationId,
       symbol
     );
 
-    if (position) {
-      return position;
+    if (!holding) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
     }
 
-    throw new HttpException(
-      getReasonPhrase(StatusCodes.NOT_FOUND),
-      StatusCodes.NOT_FOUND
-    );
+    return holding;
   }
 
   @Get('report')
@@ -603,4 +610,36 @@ export class PortfolioController {
 
     return report;
   }
+
+  @HasPermission(permissions.updateOrder)
+  @Put('position/:dataSource/:symbol/tags')
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  public async updateHoldingTags(
+    @Body() data: UpdateHoldingTagsDto,
+    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ): Promise<void> {
+    const holding = await this.portfolioService.getPosition(
+      dataSource,
+      impersonationId,
+      symbol
+    );
+
+    if (!holding) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    await this.portfolioService.updateTags({
+      dataSource,
+      impersonationId,
+      symbol,
+      tags: data.tags,
+      userId: this.request.user.id
+    });
+  }
 }

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

@@ -1,78 +0,0 @@
-import { Big } from 'big.js';
-
-import { PortfolioService } from './portfolio.service';
-
-describe('PortfolioService', () => {
-  let portfolioService: PortfolioService;
-
-  beforeAll(async () => {
-    portfolioService = new PortfolioService(
-      null,
-      null,
-      null,
-      null,
-      null,
-      null,
-      null,
-      null,
-      null,
-      null,
-      null
-    );
-  });
-
-  describe('annualized performance percentage', () => {
-    it('Get annualized performance', async () => {
-      expect(
-        portfolioService
-          .getAnnualizedPerformancePercent({
-            daysInMarket: NaN, // differenceInDays of date-fns returns NaN for the same day
-            netPerformancePercentage: new Big(0)
-          })
-          .toNumber()
-      ).toEqual(0);
-
-      expect(
-        portfolioService
-          .getAnnualizedPerformancePercent({
-            daysInMarket: 0,
-            netPerformancePercentage: new Big(0)
-          })
-          .toNumber()
-      ).toEqual(0);
-
-      /**
-       * Source: https://www.readyratios.com/reference/analysis/annualized_rate.html
-       */
-      expect(
-        portfolioService
-          .getAnnualizedPerformancePercent({
-            daysInMarket: 65, // < 1 year
-            netPerformancePercentage: new Big(0.1025)
-          })
-          .toNumber()
-      ).toBeCloseTo(0.729705);
-
-      expect(
-        portfolioService
-          .getAnnualizedPerformancePercent({
-            daysInMarket: 365, // 1 year
-            netPerformancePercentage: new Big(0.05)
-          })
-          .toNumber()
-      ).toBeCloseTo(0.05);
-
-      /**
-       * Source: https://www.investopedia.com/terms/a/annualized-total-return.asp#annualized-return-formula-and-calculation
-       */
-      expect(
-        portfolioService
-          .getAnnualizedPerformancePercent({
-            daysInMarket: 575, // > 1 year
-            netPerformancePercentage: new Big(0.2374)
-          })
-          .toNumber()
-      ).toBeCloseTo(0.145);
-    });
-  });
-});

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

@@ -18,6 +18,7 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
+import { getAnnualizedPerformancePercent } from '@ghostfolio/common/calculation-helper';
 import {
   DEFAULT_CURRENCY,
   EMERGENCY_FUND_TAG_ID,
@@ -58,7 +59,8 @@ import {
   DataSource,
   Order,
   Platform,
-  Prisma
+  Prisma,
+  Tag
 } from '@prisma/client';
 import { Big } from 'big.js';
 import {
@@ -70,7 +72,7 @@ import {
   parseISO,
   set
 } from 'date-fns';
-import { isEmpty, isNumber, last, uniq, uniqBy } from 'lodash';
+import { isEmpty, uniq, uniqBy } from 'lodash';
 
 import { PortfolioCalculator } from './calculator/portfolio-calculator';
 import {
@@ -206,24 +208,6 @@ export class PortfolioService {
     };
   }
 
-  public getAnnualizedPerformancePercent({
-    daysInMarket,
-    netPerformancePercentage
-  }: {
-    daysInMarket: number;
-    netPerformancePercentage: Big;
-  }): Big {
-    if (isNumber(daysInMarket) && daysInMarket > 0) {
-      const exponent = new Big(365).div(daysInMarket).toNumber();
-
-      return new Big(
-        Math.pow(netPerformancePercentage.plus(1).toNumber(), exponent)
-      ).minus(1);
-    }
-
-    return new Big(0);
-  }
-
   public async getDividends({
     activities,
     groupBy
@@ -713,7 +697,7 @@ export class PortfolioService {
         return Account;
       });
 
-      const dividendYieldPercent = this.getAnnualizedPerformancePercent({
+      const dividendYieldPercent = getAnnualizedPerformancePercent({
         daysInMarket: differenceInDays(new Date(), parseDate(firstBuyDate)),
         netPerformancePercentage: timeWeightedInvestment.eq(0)
           ? new Big(0)
@@ -721,7 +705,7 @@ export class PortfolioService {
       });
 
       const dividendYieldPercentWithCurrencyEffect =
-        this.getAnnualizedPerformancePercent({
+        getAnnualizedPerformancePercent({
           daysInMarket: differenceInDays(new Date(), parseDate(firstBuyDate)),
           netPerformancePercentage: timeWeightedInvestmentWithCurrencyEffect.eq(
             0
@@ -1321,6 +1305,24 @@ export class PortfolioService {
     };
   }
 
+  public async updateTags({
+    dataSource,
+    impersonationId,
+    symbol,
+    tags,
+    userId
+  }: {
+    dataSource: DataSource;
+    impersonationId: string;
+    symbol: string;
+    tags: Tag[];
+    userId: string;
+  }) {
+    userId = await this.getUserId(impersonationId, userId);
+
+    await this.orderService.assignTags({ dataSource, symbol, tags, userId });
+  }
+
   private async getCashPositions({
     cashDetails,
     userCurrency,
@@ -1724,13 +1726,13 @@ export class PortfolioService {
 
     const daysInMarket = differenceInDays(new Date(), firstOrderDate);
 
-    const annualizedPerformancePercent = this.getAnnualizedPerformancePercent({
+    const annualizedPerformancePercent = getAnnualizedPerformancePercent({
       daysInMarket,
       netPerformancePercentage: new Big(netPerformancePercentage)
     })?.toNumber();
 
     const annualizedPerformancePercentWithCurrencyEffect =
-      this.getAnnualizedPerformancePercent({
+      getAnnualizedPerformancePercent({
         daysInMarket,
         netPerformancePercentage: new Big(
           netPerformancePercentageWithCurrencyEffect

apps/api/src/app/portfolio/update-holding-tags.dto.ts

@@ -0,0 +1,7 @@
+import { Tag } from '@prisma/client';
+import { IsArray } from 'class-validator';
+
+export class UpdateHoldingTagsDto {
+  @IsArray()
+  tags: Tag[];
+}

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

@@ -1,6 +1,6 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 import { CACHE_MANAGER } from '@nestjs/cache-manager';
 import { Inject, Injectable, Logger } from '@nestjs/common';
@@ -28,7 +28,7 @@ export class RedisCacheService {
     return `portfolio-snapshot-${userId}`;
   }
 
-  public getQuoteKey({ dataSource, symbol }: UniqueAsset) {
+  public getQuoteKey({ dataSource, symbol }: AssetProfileIdentifier) {
     return `quote-${getAssetProfileIdentifier({ dataSource, symbol })}`;
   }
 

apps/api/src/app/symbol/interfaces/symbol-item.interface.ts

@@ -1,6 +1,9 @@
-import { HistoricalDataItem, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  HistoricalDataItem
+} from '@ghostfolio/common/interfaces';
 
-export interface SymbolItem extends UniqueAsset {
+export interface SymbolItem extends AssetProfileIdentifier {
   currency: string;
   historicalData: HistoricalDataItem[];
   marketPrice: number;

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

@@ -40,13 +40,13 @@ export class SymbolService {
         const days = includeHistoricalData;
 
         const marketData = await this.marketDataService.getRange({
-          dateQuery: { gte: subDays(new Date(), days) },
-          uniqueAssets: [
+          assetProfileIdentifiers: [
             {
               dataSource: dataGatheringItem.dataSource,
               symbol: dataGatheringItem.symbol
             }
-          ]
+          ],
+          dateQuery: { gte: subDays(new Date(), days) }
         });
 
         historicalData = marketData.map(({ date, marketPrice: value }) => {

apps/api/src/app/user/update-user-setting.dto.ts

@@ -2,6 +2,7 @@ import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
 import type {
   ColorScheme,
   DateRange,
+  HoldingsViewMode,
   ViewMode
 } from '@ghostfolio/common/types';
 
@@ -66,6 +67,10 @@ export class UpdateUserSettingDto {
   @IsOptional()
   'filters.tags'?: string[];
 
+  @IsIn(<HoldingsViewMode[]>['CHART', 'TABLE'])
+  @IsOptional()
+  holdingsViewMode?: HoldingsViewMode;
+
   @IsBoolean()
   @IsOptional()
   isExperimentalFeatures?: boolean;

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

@@ -190,7 +190,7 @@ export class UserService {
     (user.Settings.settings as UserSettings).dateRange =
       (user.Settings.settings as UserSettings).viewMode === 'ZEN'
         ? 'max'
-        : (user.Settings.settings as UserSettings)?.dateRange ?? 'max';
+        : ((user.Settings.settings as UserSettings)?.dateRange ?? 'max');
 
     // Set default value for view mode
     if (!(user.Settings.settings as UserSettings).viewMode) {
@@ -237,11 +237,15 @@ export class UserService {
 
         currentPermissions = without(
           currentPermissions,
+          permissions.accessHoldingsChart,
           permissions.createAccess
         );
 
         // Reset benchmark
         user.Settings.settings.benchmark = undefined;
+
+        // Reset holdings view mode
+        user.Settings.settings.holdingsViewMode = undefined;
       } else if (user.subscription?.type === 'Premium') {
         currentPermissions.push(permissions.reportDataGlitch);
 

apps/api/src/assets/sitemap.xml

@@ -4,6 +4,12 @@
   xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
   xsi:schemaLocation="http://www.sitemaps.org/schemas/sitemap/0.9
     http://www.sitemaps.org/schemas/sitemap/0.9/sitemap.xsd">
+  <!--
+    <url>
+      <loc>https://ghostfol.io/ca</loc>
+      <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+    </url>
+  -->
   <url>
     <loc>https://ghostfol.io/de</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -441,10 +447,10 @@
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   <!--
-  <url>
-    <loc>https://ghostfol.io/pl</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
+    <url>
+      <loc>https://ghostfol.io/pl</loc>
+      <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+    </url>
   -->
   <url>
     <loc>https://ghostfol.io/pt</loc>

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

@@ -45,10 +45,11 @@ export class CronService {
   @Cron(CronService.EVERY_SUNDAY_AT_LUNCH_TIME)
   public async runEverySundayAtTwelvePm() {
     if (await this.isDataGatheringEnabled()) {
-      const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
+      const assetProfileIdentifiers =
+        await this.dataGatheringService.getAllAssetProfileIdentifiers();
 
       await this.dataGatheringService.addJobsToQueue(
-        uniqueAssets.map(({ dataSource, symbol }) => {
+        assetProfileIdentifiers.map(({ dataSource, symbol }) => {
           return {
             data: {
               dataSource,

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

@@ -7,7 +7,7 @@ import {
   GATHER_HISTORICAL_MARKET_DATA_PROCESS
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, getStartOfUtcDate } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 import { Process, Processor } from '@nestjs/bull';
 import { Injectable, Logger } from '@nestjs/common';
@@ -35,7 +35,7 @@ export class DataGatheringProcessor {
   ) {}
 
   @Process({ concurrency: 1, name: GATHER_ASSET_PROFILE_PROCESS })
-  public async gatherAssetProfile(job: Job<UniqueAsset>) {
+  public async gatherAssetProfile(job: Job<AssetProfileIdentifier>) {
     try {
       Logger.log(
         `Asset profile data gathering has been started for ${job.data.symbol} (${job.data.dataSource})`,

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

@@ -10,6 +10,7 @@ import {
   DATA_GATHERING_QUEUE,
   DATA_GATHERING_QUEUE_PRIORITY_HIGH,
   DATA_GATHERING_QUEUE_PRIORITY_LOW,
+  DATA_GATHERING_QUEUE_PRIORITY_MEDIUM,
   GATHER_HISTORICAL_MARKET_DATA_PROCESS,
   GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS,
   PROPERTY_BENCHMARKS
@@ -19,7 +20,10 @@ import {
   getAssetProfileIdentifier,
   resetHours
 } from '@ghostfolio/common/helper';
-import { BenchmarkProperty, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  BenchmarkProperty
+} from '@ghostfolio/common/interfaces';
 
 import { InjectQueue } from '@nestjs/bull';
 import { Inject, Injectable, Logger } from '@nestjs/common';
@@ -62,9 +66,22 @@ export class DataGatheringService {
   }
 
   public async gather7Days() {
-    const dataGatheringItems = await this.getSymbols7D();
     await this.gatherSymbols({
-      dataGatheringItems,
+      dataGatheringItems: await this.getCurrencies7D(),
+      priority: DATA_GATHERING_QUEUE_PRIORITY_HIGH
+    });
+
+    await this.gatherSymbols({
+      dataGatheringItems: await this.getSymbols7D({
+        withUserSubscription: true
+      }),
+      priority: DATA_GATHERING_QUEUE_PRIORITY_MEDIUM
+    });
+
+    await this.gatherSymbols({
+      dataGatheringItems: await this.getSymbols7D({
+        withUserSubscription: false
+      }),
       priority: DATA_GATHERING_QUEUE_PRIORITY_LOW
     });
   }
@@ -77,7 +94,7 @@ export class DataGatheringService {
     });
   }
 
-  public async gatherSymbol({ dataSource, symbol }: UniqueAsset) {
+  public async gatherSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
     await this.marketDataService.deleteMany({ dataSource, symbol });
 
     const dataGatheringItems = (await this.getSymbolsMax()).filter(
@@ -132,23 +149,29 @@ export class DataGatheringService {
     }
   }
 
-  public async gatherAssetProfiles(aUniqueAssets?: UniqueAsset[]) {
-    let uniqueAssets = aUniqueAssets?.filter((dataGatheringItem) => {
-      return dataGatheringItem.dataSource !== 'MANUAL';
-    });
+  public async gatherAssetProfiles(
+    aAssetProfileIdentifiers?: AssetProfileIdentifier[]
+  ) {
+    let assetProfileIdentifiers = aAssetProfileIdentifiers?.filter(
+      (dataGatheringItem) => {
+        return dataGatheringItem.dataSource !== 'MANUAL';
+      }
+    );
 
-    if (!uniqueAssets) {
-      uniqueAssets = await this.getUniqueAssets();
+    if (!assetProfileIdentifiers) {
+      assetProfileIdentifiers = await this.getAllAssetProfileIdentifiers();
     }
 
-    if (uniqueAssets.length <= 0) {
+    if (assetProfileIdentifiers.length <= 0) {
       return;
     }
 
-    const assetProfiles =
-      await this.dataProviderService.getAssetProfiles(uniqueAssets);
-    const symbolProfiles =
-      await this.symbolProfileService.getSymbolProfiles(uniqueAssets);
+    const assetProfiles = await this.dataProviderService.getAssetProfiles(
+      assetProfileIdentifiers
+    );
+    const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
+      assetProfileIdentifiers
+    );
 
     for (const [symbol, assetProfile] of Object.entries(assetProfiles)) {
       const symbolMapping = symbolProfiles.find((symbolProfile) => {
@@ -234,7 +257,7 @@ export class DataGatheringService {
           'DataGatheringService'
         );
 
-        if (uniqueAssets.length === 1) {
+        if (assetProfileIdentifiers.length === 1) {
           throw error;
         }
       }
@@ -270,7 +293,9 @@ export class DataGatheringService {
     );
   }
 
-  public async getUniqueAssets(): Promise<UniqueAsset[]> {
+  public async getAllAssetProfileIdentifiers(): Promise<
+    AssetProfileIdentifier[]
+  > {
     const symbolProfiles = await this.prismaService.symbolProfile.findMany({
       orderBy: [{ symbol: 'asc' }]
     });
@@ -290,73 +315,83 @@ export class DataGatheringService {
       });
   }
 
-  private getEarliestDate(aStartDate: Date) {
-    return min([aStartDate, subYears(new Date(), 10)]);
-  }
-
-  private async getSymbols7D(): Promise<IDataGatheringItem[]> {
-    const startDate = subDays(resetHours(new Date()), 7);
-
-    const symbolProfiles = await this.prismaService.symbolProfile.findMany({
-      orderBy: [{ symbol: 'asc' }],
-      select: {
-        dataSource: true,
-        scraperConfiguration: true,
-        symbol: true
-      }
-    });
-
-    // Only consider symbols with incomplete market data for the last
-    // 7 days
-    const symbolsWithCompleteMarketData = (
+  private async getAssetProfileIdentifiersWithCompleteMarketData(): Promise<
+    AssetProfileIdentifier[]
+  > {
+    return (
       await this.prismaService.marketData.groupBy({
         _count: true,
-        by: ['symbol'],
+        by: ['dataSource', 'symbol'],
         orderBy: [{ symbol: 'asc' }],
         where: {
-          date: { gt: startDate },
+          date: { gt: subDays(resetHours(new Date()), 7) },
           state: 'CLOSE'
         }
       })
     )
-      .filter((group) => {
-        return group._count >= 6;
+      .filter(({ _count }) => {
+        return _count >= 6;
       })
-      .map((group) => {
-        return group.symbol;
+      .map(({ dataSource, symbol }) => {
+        return { dataSource, symbol };
+      });
+  }
+
+  private async getCurrencies7D(): Promise<IDataGatheringItem[]> {
+    const assetProfileIdentifiersWithCompleteMarketData =
+      await this.getAssetProfileIdentifiersWithCompleteMarketData();
+
+    return this.exchangeRateDataService
+      .getCurrencyPairs()
+      .filter(({ dataSource, symbol }) => {
+        return !assetProfileIdentifiersWithCompleteMarketData.some((item) => {
+          return item.dataSource === dataSource && item.symbol === symbol;
+        });
+      })
+      .map(({ dataSource, symbol }) => {
+        return {
+          dataSource,
+          symbol,
+          date: subDays(resetHours(new Date()), 7)
+        };
+      });
+  }
+
+  private getEarliestDate(aStartDate: Date) {
+    return min([aStartDate, subYears(new Date(), 10)]);
+  }
+
+  private async getSymbols7D({
+    withUserSubscription = false
+  }: {
+    withUserSubscription?: boolean;
+  }): Promise<IDataGatheringItem[]> {
+    const symbolProfiles =
+      await this.symbolProfileService.getSymbolProfilesByUserSubscription({
+        withUserSubscription
       });
 
-    const symbolProfilesToGather = symbolProfiles
+    const assetProfileIdentifiersWithCompleteMarketData =
+      await this.getAssetProfileIdentifiersWithCompleteMarketData();
+
+    return symbolProfiles
       .filter(({ dataSource, scraperConfiguration, symbol }) => {
         const manualDataSourceWithScraperConfiguration =
           dataSource === 'MANUAL' && !isEmpty(scraperConfiguration);
 
         return (
-          !symbolsWithCompleteMarketData.includes(symbol) &&
+          !assetProfileIdentifiersWithCompleteMarketData.some((item) => {
+            return item.dataSource === dataSource && item.symbol === symbol;
+          }) &&
           (dataSource !== 'MANUAL' || manualDataSourceWithScraperConfiguration)
         );
       })
       .map((symbolProfile) => {
         return {
           ...symbolProfile,
-          date: startDate
+          date: subDays(resetHours(new Date()), 7)
         };
       });
-
-    const currencyPairsToGather = this.exchangeRateDataService
-      .getCurrencyPairs()
-      .filter(({ symbol }) => {
-        return !symbolsWithCompleteMarketData.includes(symbol);
-      })
-      .map(({ dataSource, symbol }) => {
-        return {
-          dataSource,
-          symbol,
-          date: startDate
-        };
-      });
-
-    return [...currencyPairsToGather, ...symbolProfilesToGather];
   }
 
   private async getSymbolsMax(): Promise<IDataGatheringItem[]> {

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

@@ -14,8 +14,13 @@ import {
   DERIVED_CURRENCIES,
   PROPERTY_DATA_SOURCE_MAPPING
 } from '@ghostfolio/common/config';
-import { DATE_FORMAT, getStartOfUtcDate } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  DATE_FORMAT,
+  getCurrencyFromSymbol,
+  getStartOfUtcDate,
+  isDerivedCurrency
+} from '@ghostfolio/common/helper';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 import type { Granularity, UserWithSettings } from '@ghostfolio/common/types';
 
 import { Inject, Injectable, Logger } from '@nestjs/common';
@@ -70,7 +75,7 @@ export class DataProviderService {
     return false;
   }
 
-  public async getAssetProfiles(items: UniqueAsset[]): Promise<{
+  public async getAssetProfiles(items: AssetProfileIdentifier[]): Promise<{
     [symbol: string]: Partial<SymbolProfile>;
   }> {
     const response: {
@@ -168,7 +173,7 @@ export class DataProviderService {
   }
 
   public async getHistorical(
-    aItems: UniqueAsset[],
+    aItems: AssetProfileIdentifier[],
     aGranularity: Granularity = 'month',
     from: Date,
     to: Date
@@ -238,7 +243,7 @@ export class DataProviderService {
     from,
     to
   }: {
-    dataGatheringItems: UniqueAsset[];
+    dataGatheringItems: AssetProfileIdentifier[];
     from: Date;
     to: Date;
   }): Promise<{
@@ -345,7 +350,7 @@ export class DataProviderService {
     useCache = true,
     user
   }: {
-    items: UniqueAsset[];
+    items: AssetProfileIdentifier[];
     requestTimeout?: number;
     useCache?: boolean;
     user?: UserWithSettings;
@@ -371,7 +376,7 @@ export class DataProviderService {
     }
 
     // Get items from cache
-    const itemsToFetch: UniqueAsset[] = [];
+    const itemsToFetch: AssetProfileIdentifier[] = [];
 
     for (const { dataSource, symbol } of items) {
       if (useCache) {
@@ -423,13 +428,18 @@ export class DataProviderService {
         continue;
       }
 
-      const symbols = dataGatheringItems.map((dataGatheringItem) => {
-        return dataGatheringItem.symbol;
-      });
+      const symbols = dataGatheringItems
+        .filter(({ symbol }) => {
+          return !isDerivedCurrency(getCurrencyFromSymbol(symbol));
+        })
+        .map(({ symbol }) => {
+          return symbol;
+        });
 
       const maximumNumberOfSymbolsPerRequest =
         dataProvider.getMaxNumberOfSymbolsPerRequest?.() ??
         Number.MAX_SAFE_INTEGER;
+
       for (
         let i = 0;
         i < symbols.length;
@@ -623,7 +633,7 @@ export class DataProviderService {
     dataGatheringItems
   }: {
     currency: string;
-    dataGatheringItems: UniqueAsset[];
+    dataGatheringItems: AssetProfileIdentifier[];
   }) {
     return dataGatheringItems.some(({ dataSource, symbol }) => {
       return (

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

@@ -361,13 +361,13 @@ export class ExchangeRateDataService {
       const symbol = `${currencyFrom}${currencyTo}`;
 
       const marketData = await this.marketDataService.getRange({
-        dateQuery: { gte: startDate, lt: endDate },
-        uniqueAssets: [
+        assetProfileIdentifiers: [
           {
             dataSource,
             symbol
           }
-        ]
+        ],
+        dateQuery: { gte: startDate, lt: endDate }
       });
 
       if (marketData?.length > 0) {
@@ -392,13 +392,13 @@ export class ExchangeRateDataService {
             }
           } else {
             const marketData = await this.marketDataService.getRange({
-              dateQuery: { gte: startDate, lt: endDate },
-              uniqueAssets: [
+              assetProfileIdentifiers: [
                 {
                   dataSource,
                   symbol: `${DEFAULT_CURRENCY}${currencyFrom}`
                 }
-              ]
+              ],
+              dateQuery: { gte: startDate, lt: endDate }
             });
 
             for (const { date, marketPrice } of marketData) {
@@ -415,16 +415,16 @@ export class ExchangeRateDataService {
             }
           } else {
             const marketData = await this.marketDataService.getRange({
-              dateQuery: {
-                gte: startDate,
-                lt: endDate
-              },
-              uniqueAssets: [
+              assetProfileIdentifiers: [
                 {
                   dataSource,
                   symbol: `${DEFAULT_CURRENCY}${currencyTo}`
                 }
-              ]
+              ],
+              dateQuery: {
+                gte: startDate,
+                lt: endDate
+              }
             });
 
             for (const { date, marketPrice } of marketData) {

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

@@ -1,4 +1,7 @@
-import { DataProviderInfo, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  DataProviderInfo
+} from '@ghostfolio/common/interfaces';
 import { MarketState } from '@ghostfolio/common/types';
 
 import {
@@ -34,6 +37,6 @@ export interface IDataProviderResponse {
   marketState: MarketState;
 }
 
-export interface IDataGatheringItem extends UniqueAsset {
+export interface IDataGatheringItem extends AssetProfileIdentifier {
   date?: Date;
 }

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

@@ -3,7 +3,7 @@ import { DateQuery } from '@ghostfolio/api/app/portfolio/interfaces/date-query.i
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { resetHours } from '@ghostfolio/common/helper';
-import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
 
 import { Injectable } from '@nestjs/common';
 import {
@@ -17,7 +17,7 @@ import {
 export class MarketDataService {
   public constructor(private readonly prismaService: PrismaService) {}
 
-  public async deleteMany({ dataSource, symbol }: UniqueAsset) {
+  public async deleteMany({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.prismaService.marketData.deleteMany({
       where: {
         dataSource,
@@ -40,7 +40,7 @@ export class MarketDataService {
     });
   }
 
-  public async getMax({ dataSource, symbol }: UniqueAsset) {
+  public async getMax({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.prismaService.marketData.findFirst({
       select: {
         date: true,
@@ -59,11 +59,11 @@ export class MarketDataService {
   }
 
   public async getRange({
-    dateQuery,
-    uniqueAssets
+    assetProfileIdentifiers,
+    dateQuery
   }: {
+    assetProfileIdentifiers: AssetProfileIdentifier[];
     dateQuery: DateQuery;
-    uniqueAssets: UniqueAsset[];
   }): Promise<MarketData[]> {
     return this.prismaService.marketData.findMany({
       orderBy: [
@@ -76,13 +76,13 @@ export class MarketDataService {
       ],
       where: {
         dataSource: {
-          in: uniqueAssets.map(({ dataSource }) => {
+          in: assetProfileIdentifiers.map(({ dataSource }) => {
             return dataSource;
           })
         },
         date: dateQuery,
         symbol: {
-          in: uniqueAssets.map(({ symbol }) => {
+          in: assetProfileIdentifiers.map(({ symbol }) => {
             return symbol;
           })
         }

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

@@ -1,10 +1,10 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import {
+  AssetProfileIdentifier,
   EnhancedSymbolProfile,
   Holding,
-  ScraperConfiguration,
-  UniqueAsset
+  ScraperConfiguration
 } from '@ghostfolio/common/interfaces';
 import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
@@ -23,7 +23,7 @@ export class SymbolProfileService {
     return this.prismaService.symbolProfile.create({ data: assetProfile });
   }
 
-  public async delete({ dataSource, symbol }: UniqueAsset) {
+  public async delete({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.prismaService.symbolProfile.delete({
       where: { dataSource_symbol: { dataSource, symbol } }
     });
@@ -36,7 +36,7 @@ export class SymbolProfileService {
   }
 
   public async getSymbolProfiles(
-    aUniqueAssets: UniqueAsset[]
+    aAssetProfileIdentifiers: AssetProfileIdentifier[]
   ): Promise<EnhancedSymbolProfile[]> {
     return this.prismaService.symbolProfile
       .findMany({
@@ -54,7 +54,7 @@ export class SymbolProfileService {
           SymbolProfileOverrides: true
         },
         where: {
-          OR: aUniqueAssets.map(({ dataSource, symbol }) => {
+          OR: aAssetProfileIdentifiers.map(({ dataSource, symbol }) => {
             return {
               dataSource,
               symbol
@@ -91,6 +91,40 @@ export class SymbolProfileService {
       });
   }
 
+  public async getSymbolProfilesByUserSubscription({
+    withUserSubscription = false
+  }: {
+    withUserSubscription?: boolean;
+  }) {
+    return this.prismaService.symbolProfile.findMany({
+      include: {
+        Order: {
+          include: {
+            User: true
+          }
+        }
+      },
+      orderBy: [{ symbol: 'asc' }],
+      where: {
+        Order: withUserSubscription
+          ? {
+              some: {
+                User: {
+                  Subscription: { some: { expiresAt: { gt: new Date() } } }
+                }
+              }
+            }
+          : {
+              every: {
+                User: {
+                  Subscription: { none: { expiresAt: { gt: new Date() } } }
+                }
+              }
+            }
+      }
+    });
+  }
+
   public updateSymbolProfile({
     assetClass,
     assetSubClass,
@@ -106,7 +140,7 @@ export class SymbolProfileService {
     symbolMapping,
     SymbolProfileOverrides,
     url
-  }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
+  }: AssetProfileIdentifier & Prisma.SymbolProfileUpdateInput) {
     return this.prismaService.symbolProfile.update({
       data: {
         assetClass,

apps/client/project.json

@@ -36,6 +36,10 @@
         "ngswConfigPath": "apps/client/ngsw-config.json"
       },
       "configurations": {
+        "development-ca": {
+          "baseHref": "/ca/",
+          "localize": ["ca"]
+        },
         "development-de": {
           "baseHref": "/de/",
           "localize": ["de"]
@@ -212,6 +216,7 @@
         "includeContext": true,
         "outputPath": "src/locales",
         "targetFiles": [
+          "messages.ca.xlf",
           "messages.de.xlf",
           "messages.es.xlf",
           "messages.fr.xlf",
@@ -240,6 +245,10 @@
   },
   "i18n": {
     "locales": {
+      "ca": {
+        "baseHref": "/ca/",
+        "translation": "apps/client/src/locales/messages.ca.xlf"
+      },
       "de": {
         "baseHref": "/de/",
         "translation": "apps/client/src/locales/messages.de.xlf"

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

@@ -145,6 +145,11 @@
               /></a>
             </li>
             <li>&nbsp;</li>
+            <!--
+              <li>
+                <a href="../ca" title="Ghostfolio en català">Català</a>
+              </li>
+            -->
             <li>
               <a href="../de" title="Ghostfolio in Deutsch">Deutsch</a>
             </li>

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

@@ -255,10 +255,18 @@ export class AppComponent implements OnDestroy, OnInit {
             colorScheme: this.user?.settings?.colorScheme,
             deviceType: this.deviceType,
             hasImpersonationId: this.hasImpersonationId,
+            hasPermissionToCreateOrder:
+              !this.hasImpersonationId &&
+              hasPermission(this.user?.permissions, permissions.createOrder) &&
+              !this.user?.settings?.isRestrictedView,
             hasPermissionToReportDataGlitch: hasPermission(
               this.user?.permissions,
               permissions.reportDataGlitch
             ),
+            hasPermissionToUpdateOrder:
+              !this.hasImpersonationId &&
+              hasPermission(this.user?.permissions, permissions.updateOrder) &&
+              !this.user?.settings?.isRestrictedView,
             locale: this.user?.settings?.locale
           },
           height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',

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

@@ -23,6 +23,7 @@ import {
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { Sort, SortDirection } from '@angular/material/sort';
 import { MatTableDataSource } from '@angular/material/table';
+import { Router } from '@angular/router';
 import { Big } from 'big.js';
 import { format, parseISO } from 'date-fns';
 import { isNumber } from 'lodash';
@@ -66,6 +67,7 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
     @Inject(MAT_DIALOG_DATA) public data: AccountDetailDialogParams,
     private dataService: DataService,
     public dialogRef: MatDialogRef<AccountDetailDialog>,
+    private router: Router,
     private userService: UserService
   ) {
     this.userService.stateChanged
@@ -92,6 +94,14 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
     this.fetchPortfolioPerformance();
   }
 
+  public onCloneActivity(aActivity: Activity) {
+    this.router.navigate(['/portfolio', 'activities'], {
+      queryParams: { activityId: aActivity.id, createDialog: true }
+    });
+
+    this.dialogRef.close();
+  }
+
   public onClose() {
     this.dialogRef.close();
   }
@@ -147,6 +157,14 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
     this.fetchActivities();
   }
 
+  public onUpdateActivity(aActivity: Activity) {
+    this.router.navigate(['/portfolio', 'activities'], {
+      queryParams: { activityId: aActivity.id, editDialog: true }
+    });
+
+    this.dialogRef.close();
+  }
+
   private fetchAccount() {
     this.dataService
       .fetchAccount(this.data.accountId)

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

@@ -101,10 +101,17 @@
           [hasPermissionToFilter]="false"
           [hasPermissionToOpenDetails]="false"
           [locale]="user?.settings?.locale"
-          [showActions]="false"
+          [showActions]="
+            !data.hasImpersonationId &&
+            data.hasPermissionToCreateOrder &&
+            user?.settings?.isExperimentalFeatures &&
+            !user?.settings?.isRestrictedView
+          "
           [sortColumn]="sortColumn"
           [sortDirection]="sortDirection"
           [totalItems]="totalItems"
+          (activityToClone)="onCloneActivity($event)"
+          (activityToUpdate)="onUpdateActivity($event)"
           (export)="onExport()"
           (sortChanged)="onSortChanged($event)"
         />

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

@@ -2,4 +2,5 @@ export interface AccountDetailDialogParams {
   accountId: string;
   deviceType: string;
   hasImpersonationId: boolean;
+  hasPermissionToCreateOrder: boolean;
 }

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

@@ -6,8 +6,14 @@ import {
   ghostfolioScraperApiSymbolPrefix
 } from '@ghostfolio/common/config';
 import { getDateFormatString } from '@ghostfolio/common/helper';
-import { Filter, UniqueAsset, User } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  Filter,
+  InfoItem,
+  User
+} from '@ghostfolio/common/interfaces';
 import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { translate } from '@ghostfolio/ui/i18n';
 
 import { SelectionModel } from '@angular/cdk/collections';
@@ -97,22 +103,11 @@ export class AdminMarketDataComponent
     new MatTableDataSource();
   public defaultDateFormat: string;
   public deviceType: string;
-  public displayedColumns = [
-    'select',
-    'nameWithSymbol',
-    'dataSource',
-    'assetClass',
-    'assetSubClass',
-    'date',
-    'activitiesCount',
-    'marketDataItemCount',
-    'sectorsCount',
-    'countriesCount',
-    'comment',
-    'actions'
-  ];
+  public displayedColumns: string[] = [];
   public filters$ = new Subject<Filter[]>();
   public ghostfolioScraperApiSymbolPrefix = ghostfolioScraperApiSymbolPrefix;
+  public hasPermissionForSubscription: boolean;
+  public info: InfoItem;
   public isLoading = false;
   public isUUID = isUUID;
   public placeholder = '';
@@ -134,6 +129,33 @@ export class AdminMarketDataComponent
     private router: Router,
     private userService: UserService
   ) {
+    this.info = this.dataService.fetchInfo();
+
+    this.hasPermissionForSubscription = hasPermission(
+      this.info?.globalPermissions,
+      permissions.enableSubscription
+    );
+
+    this.displayedColumns = [
+      'select',
+      'nameWithSymbol',
+      'dataSource',
+      'assetClass',
+      'assetSubClass',
+      'date',
+      'activitiesCount',
+      'marketDataItemCount',
+      'sectorsCount',
+      'countriesCount'
+    ];
+
+    if (this.hasPermissionForSubscription) {
+      this.displayedColumns.push('isUsedByUsersWithSubscription');
+    }
+
+    this.displayedColumns.push('comment');
+    this.displayedColumns.push('actions');
+
     this.route.queryParams
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((params) => {
@@ -203,7 +225,7 @@ export class AdminMarketDataComponent
     });
   }
 
-  public onDeleteAssetProfile({ dataSource, symbol }: UniqueAsset) {
+  public onDeleteAssetProfile({ dataSource, symbol }: AssetProfileIdentifier) {
     this.adminMarketDataService.deleteAssetProfile({ dataSource, symbol });
   }
 
@@ -244,21 +266,27 @@ export class AdminMarketDataComponent
       .subscribe(() => {});
   }
 
-  public onGatherProfileDataBySymbol({ dataSource, symbol }: UniqueAsset) {
+  public onGatherProfileDataBySymbol({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     this.adminService
       .gatherProfileDataBySymbol({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {});
   }
 
-  public onGatherSymbol({ dataSource, symbol }: UniqueAsset) {
+  public onGatherSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
     this.adminService
       .gatherSymbol({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {});
   }
 
-  public onOpenAssetProfileDialog({ dataSource, symbol }: UniqueAsset) {
+  public onOpenAssetProfileDialog({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     this.router.navigate([], {
       queryParams: {
         dataSource,

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

@@ -144,6 +144,15 @@
             </td>
           </ng-container>
 
+          <ng-container matColumnDef="isUsedByUsersWithSubscription">
+            <th *matHeaderCellDef class="px-1" mat-header-cell></th>
+            <td *matCellDef="let element" class="px-1" mat-cell>
+              @if (element.isUsedByUsersWithSubscription) {
+                <gf-premium-indicator [enableLink]="false" />
+              }
+            </td>
+          </ng-container>
+
           <ng-container matColumnDef="comment">
             <th *matHeaderCellDef class="px-1" mat-header-cell></th>
             <td *matCellDef="let element" class="px-1" mat-cell>

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

@@ -1,5 +1,6 @@
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { GfActivitiesFilterComponent } from '@ghostfolio/ui/activities-filter';
+import { GfPremiumIndicatorComponent } from '@ghostfolio/ui/premium-indicator';
 
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
@@ -24,6 +25,7 @@ import { GfCreateAssetProfileDialogModule } from './create-asset-profile-dialog/
     GfActivitiesFilterComponent,
     GfAssetProfileDialogModule,
     GfCreateAssetProfileDialogModule,
+    GfPremiumIndicatorComponent,
     GfSymbolModule,
     MatButtonModule,
     MatCheckboxModule,

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

@@ -2,8 +2,8 @@ import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { ghostfolioScraperApiSymbolPrefix } from '@ghostfolio/common/config';
 import { getCurrencyFromSymbol, isCurrency } from '@ghostfolio/common/helper';
 import {
-  AdminMarketDataItem,
-  UniqueAsset
+  AssetProfileIdentifier,
+  AdminMarketDataItem
 } from '@ghostfolio/common/interfaces';
 
 import { Injectable } from '@angular/core';
@@ -13,7 +13,7 @@ import { EMPTY, catchError, finalize, forkJoin, takeUntil } from 'rxjs';
 export class AdminMarketDataService {
   public constructor(private adminService: AdminService) {}
 
-  public deleteAssetProfile({ dataSource, symbol }: UniqueAsset) {
+  public deleteAssetProfile({ dataSource, symbol }: AssetProfileIdentifier) {
     const confirmation = confirm(
       $localize`Do you really want to delete this asset profile?`
     );
@@ -29,15 +29,19 @@ export class AdminMarketDataService {
     }
   }
 
-  public deleteAssetProfiles(uniqueAssets: UniqueAsset[]) {
+  public deleteAssetProfiles(
+    aAssetProfileIdentifiers: AssetProfileIdentifier[]
+  ) {
     const confirmation = confirm(
       $localize`Do you really want to delete these profiles?`
     );
 
     if (confirmation) {
-      const deleteRequests = uniqueAssets.map(({ dataSource, symbol }) => {
-        return this.adminService.deleteProfileData({ dataSource, symbol });
-      });
+      const deleteRequests = aAssetProfileIdentifiers.map(
+        ({ dataSource, symbol }) => {
+          return this.adminService.deleteProfileData({ dataSource, symbol });
+        }
+      );
 
       forkJoin(deleteRequests)
         .pipe(

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

@@ -8,7 +8,7 @@ import { ghostfolioScraperApiSymbolPrefix } from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
   AdminMarketDataDetails,
-  UniqueAsset
+  AssetProfileIdentifier
 } from '@ghostfolio/common/interfaces';
 import { translate } from '@ghostfolio/ui/i18n';
 
@@ -175,20 +175,23 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     this.dialogRef.close();
   }
 
-  public onDeleteProfileData({ dataSource, symbol }: UniqueAsset) {
+  public onDeleteProfileData({ dataSource, symbol }: AssetProfileIdentifier) {
     this.adminMarketDataService.deleteAssetProfile({ dataSource, symbol });
 
     this.dialogRef.close();
   }
 
-  public onGatherProfileDataBySymbol({ dataSource, symbol }: UniqueAsset) {
+  public onGatherProfileDataBySymbol({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     this.adminService
       .gatherProfileDataBySymbol({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {});
   }
 
-  public onGatherSymbol({ dataSource, symbol }: UniqueAsset) {
+  public onGatherSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
     this.adminService
       .gatherSymbol({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -242,7 +245,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     }
   }
 
-  public onSetBenchmark({ dataSource, symbol }: UniqueAsset) {
+  public onSetBenchmark({ dataSource, symbol }: AssetProfileIdentifier) {
     this.dataService
       .postBenchmark({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -342,7 +345,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       });
   }
 
-  public onUnsetBenchmark({ dataSource, symbol }: UniqueAsset) {
+  public onUnsetBenchmark({ dataSource, symbol }: AssetProfileIdentifier) {
     this.dataService
       .deleteBenchmark({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))

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

@@ -12,11 +12,7 @@
           <div class="d-flex my-3">
             <div class="w-50" i18n>User Count</div>
             <div class="w-50">
-              <gf-value
-                [locale]="user?.settings?.locale"
-                [precision]="0"
-                [value]="userCount"
-              />
+              <gf-value [locale]="user?.settings?.locale" [value]="userCount" />
             </div>
           </div>
           <div class="d-flex my-3">
@@ -24,7 +20,6 @@
             <div class="w-50">
               <gf-value
                 [locale]="user?.settings?.locale"
-                [precision]="0"
                 [value]="transactionCount"
               />
               @if (transactionCount && userCount) {

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

@@ -4,6 +4,7 @@ import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-foote
 import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { NUMERICAL_PRECISION_THRESHOLD } from '@ghostfolio/common/config';
 import { DATE_FORMAT, downloadAsFile } from '@ghostfolio/common/helper';
 import {
   DataProviderInfo,
@@ -18,16 +19,24 @@ import { GfLineChartComponent } from '@ghostfolio/ui/line-chart';
 import { GfPortfolioProportionChartComponent } from '@ghostfolio/ui/portfolio-proportion-chart';
 import { GfValueComponent } from '@ghostfolio/ui/value';
 
+import { COMMA, ENTER } from '@angular/cdk/keycodes';
 import { CommonModule } from '@angular/common';
 import {
   CUSTOM_ELEMENTS_SCHEMA,
   ChangeDetectionStrategy,
   ChangeDetectorRef,
   Component,
+  ElementRef,
   Inject,
   OnDestroy,
-  OnInit
+  OnInit,
+  ViewChild
 } from '@angular/core';
+import { FormBuilder, FormGroup } from '@angular/forms';
+import {
+  MatAutocompleteModule,
+  MatAutocompleteSelectedEvent
+} from '@angular/material/autocomplete';
 import { MatButtonModule } from '@angular/material/button';
 import { MatChipsModule } from '@angular/material/chips';
 import {
@@ -35,14 +44,16 @@ import {
   MatDialogModule,
   MatDialogRef
 } from '@angular/material/dialog';
+import { MatFormFieldModule } from '@angular/material/form-field';
 import { SortDirection } from '@angular/material/sort';
 import { MatTableDataSource } from '@angular/material/table';
 import { MatTabsModule } from '@angular/material/tabs';
+import { Router } from '@angular/router';
 import { Account, Tag } from '@prisma/client';
 import { format, isSameMonth, isToday, parseISO } from 'date-fns';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
-import { Subject } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
+import { Observable, of, Subject } from 'rxjs';
+import { map, startWith, takeUntil } from 'rxjs/operators';
 
 import { HoldingDetailDialogParams } from './interfaces/interfaces';
 
@@ -59,9 +70,11 @@ import { HoldingDetailDialogParams } from './interfaces/interfaces';
     GfLineChartComponent,
     GfPortfolioProportionChartComponent,
     GfValueComponent,
+    MatAutocompleteModule,
     MatButtonModule,
     MatChipsModule,
     MatDialogModule,
+    MatFormFieldModule,
     MatTabsModule,
     NgxSkeletonLoaderModule
   ],
@@ -72,6 +85,9 @@ import { HoldingDetailDialogParams } from './interfaces/interfaces';
   templateUrl: 'holding-detail-dialog.html'
 })
 export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
+  @ViewChild('tagInput') tagInput: ElementRef<HTMLInputElement>;
+
+  public activityForm: FormGroup;
   public accounts: Account[];
   public activities: Activity[];
   public assetClass: string;
@@ -84,28 +100,35 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
   public dataProviderInfo: DataProviderInfo;
   public dataSource: MatTableDataSource<Activity>;
   public dividendInBaseCurrency: number;
+  public dividendInBaseCurrencyPrecision = 2;
   public dividendYieldPercentWithCurrencyEffect: number;
   public feeInBaseCurrency: number;
+  public filteredTagsObservable: Observable<Tag[]> = of([]);
   public firstBuyDate: string;
   public historicalDataItems: LineChartItem[];
   public investment: number;
+  public investmentPrecision = 2;
   public marketPrice: number;
   public maxPrice: number;
   public minPrice: number;
   public netPerformance: number;
+  public netPerformancePrecision = 2;
   public netPerformancePercent: number;
   public netPerformancePercentWithCurrencyEffect: number;
   public netPerformanceWithCurrencyEffect: number;
+  public netPerformanceWithCurrencyEffectPrecision = 2;
   public quantity: number;
   public quantityPrecision = 2;
   public reportDataGlitchMail: string;
   public sectors: {
     [name: string]: { name: string; value: number };
   };
+  public separatorKeysCodes: number[] = [COMMA, ENTER];
   public sortColumn = 'date';
   public sortDirection: SortDirection = 'desc';
   public SymbolProfile: EnhancedSymbolProfile;
   public tags: Tag[];
+  public tagsAvailable: Tag[];
   public totalItems: number;
   public transactionCount: number;
   public user: User;
@@ -118,10 +141,39 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
     private dataService: DataService,
     public dialogRef: MatDialogRef<GfHoldingDetailDialogComponent>,
     @Inject(MAT_DIALOG_DATA) public data: HoldingDetailDialogParams,
+    private formBuilder: FormBuilder,
+    private router: Router,
     private userService: UserService
   ) {}
 
   public ngOnInit() {
+    const { tags } = this.dataService.fetchInfo();
+
+    this.activityForm = this.formBuilder.group({
+      tags: <string[]>[]
+    });
+
+    this.tagsAvailable = tags.map(({ id, name }) => {
+      return {
+        id,
+        name: translate(name)
+      };
+    });
+
+    this.activityForm
+      .get('tags')
+      .valueChanges.pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((tags) => {
+        this.dataService
+          .putHoldingTags({
+            tags,
+            dataSource: this.data.dataSource,
+            symbol: this.data.symbol
+          })
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe();
+      });
+
     this.dataService
       .fetchHoldingDetail({
         dataSource: this.data.dataSource,
@@ -161,10 +213,20 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
           this.dataProviderInfo = dataProviderInfo;
           this.dataSource = new MatTableDataSource(orders.reverse());
           this.dividendInBaseCurrency = dividendInBaseCurrency;
+
+          if (
+            this.data.deviceType === 'mobile' &&
+            this.dividendInBaseCurrency >= NUMERICAL_PRECISION_THRESHOLD
+          ) {
+            this.dividendInBaseCurrencyPrecision = 0;
+          }
+
           this.dividendYieldPercentWithCurrencyEffect =
             dividendYieldPercentWithCurrencyEffect;
+
           this.feeInBaseCurrency = feeInBaseCurrency;
           this.firstBuyDate = firstBuyDate;
+
           this.historicalDataItems = historicalData.map(
             ({ averagePrice, date, marketPrice }) => {
               this.benchmarkDataItems.push({
@@ -178,26 +240,82 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
               };
             }
           );
+
           this.investment = investment;
+
+          if (
+            this.data.deviceType === 'mobile' &&
+            this.investment >= NUMERICAL_PRECISION_THRESHOLD
+          ) {
+            this.investmentPrecision = 0;
+          }
+
           this.marketPrice = marketPrice;
           this.maxPrice = maxPrice;
           this.minPrice = minPrice;
           this.netPerformance = netPerformance;
+
+          if (
+            this.data.deviceType === 'mobile' &&
+            this.netPerformance >= NUMERICAL_PRECISION_THRESHOLD
+          ) {
+            this.netPerformancePrecision = 0;
+          }
+
           this.netPerformancePercent = netPerformancePercent;
+
           this.netPerformancePercentWithCurrencyEffect =
             netPerformancePercentWithCurrencyEffect;
+
           this.netPerformanceWithCurrencyEffect =
             netPerformanceWithCurrencyEffect;
+
+          if (
+            this.data.deviceType === 'mobile' &&
+            this.netPerformanceWithCurrencyEffect >=
+              NUMERICAL_PRECISION_THRESHOLD
+          ) {
+            this.netPerformanceWithCurrencyEffectPrecision = 0;
+          }
+
           this.quantity = quantity;
+
+          if (Number.isInteger(this.quantity)) {
+            this.quantityPrecision = 0;
+          } else if (this.SymbolProfile?.assetSubClass === 'CRYPTOCURRENCY') {
+            if (this.quantity < 1) {
+              this.quantityPrecision = 7;
+            } else if (this.quantity < 1000) {
+              this.quantityPrecision = 5;
+            } else if (this.quantity >= 10000000) {
+              this.quantityPrecision = 0;
+            }
+          }
+
           this.reportDataGlitchMail = `mailto:hi@ghostfol.io?Subject=Ghostfolio Data Glitch Report&body=Hello%0D%0DI would like to report a data glitch for%0D%0DSymbol: ${SymbolProfile?.symbol}%0DData Source: ${SymbolProfile?.dataSource}%0D%0DAdditional notes:%0D%0DCan you please take a look?%0D%0DKind regards`;
           this.sectors = {};
           this.SymbolProfile = SymbolProfile;
+
           this.tags = tags.map(({ id, name }) => {
             return {
               id,
               name: translate(name)
             };
           });
+
+          this.activityForm.setValue({ tags: this.tags }, { emitEvent: false });
+
+          this.filteredTagsObservable = this.activityForm.controls[
+            'tags'
+          ].valueChanges.pipe(
+            startWith(this.activityForm.get('tags').value),
+            map((aTags: Tag[] | null) => {
+              return aTags
+                ? this.filterTags(aTags)
+                : this.tagsAvailable.slice();
+            })
+          );
+
           this.transactionCount = transactionCount;
           this.totalItems = transactionCount;
           this.value = value;
@@ -282,18 +400,6 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
             }
           );
 
-          if (Number.isInteger(this.quantity)) {
-            this.quantityPrecision = 0;
-          } else if (this.SymbolProfile?.assetSubClass === 'CRYPTOCURRENCY') {
-            if (this.quantity < 1) {
-              this.quantityPrecision = 7;
-            } else if (this.quantity < 1000) {
-              this.quantityPrecision = 5;
-            } else if (this.quantity > 10000000) {
-              this.quantityPrecision = 0;
-            }
-          }
-
           this.changeDetectorRef.markForCheck();
         }
       );
@@ -309,6 +415,25 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
       });
   }
 
+  public onAddTag(event: MatAutocompleteSelectedEvent) {
+    this.activityForm.get('tags').setValue([
+      ...(this.activityForm.get('tags').value ?? []),
+      this.tagsAvailable.find(({ id }) => {
+        return id === event.option.value;
+      })
+    ]);
+
+    this.tagInput.nativeElement.value = '';
+  }
+
+  public onCloneActivity(aActivity: Activity) {
+    this.router.navigate(['/portfolio', 'activities'], {
+      queryParams: { activityId: aActivity.id, createDialog: true }
+    });
+
+    this.dialogRef.close();
+  }
+
   public onClose() {
     this.dialogRef.close();
   }
@@ -333,8 +458,34 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
       });
   }
 
+  public onRemoveTag(aTag: Tag) {
+    this.activityForm.get('tags').setValue(
+      this.activityForm.get('tags').value.filter(({ id }) => {
+        return id !== aTag.id;
+      })
+    );
+  }
+
+  public onUpdateActivity(aActivity: Activity) {
+    this.router.navigate(['/portfolio', 'activities'], {
+      queryParams: { activityId: aActivity.id, editDialog: true }
+    });
+
+    this.dialogRef.close();
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
+
+  private filterTags(aTags: Tag[]) {
+    const tagIds = aTags.map(({ id }) => {
+      return id;
+    });
+
+    return this.tagsAvailable.filter(({ id }) => {
+      return !tagIds.includes(id);
+    });
+  }
 }

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

@@ -47,6 +47,7 @@
             [colorizeSign]="true"
             [isCurrency]="true"
             [locale]="data.locale"
+            [precision]="netPerformanceWithCurrencyEffectPrecision"
             [unit]="data.baseCurrency"
             [value]="netPerformanceWithCurrencyEffect"
             >Change with currency effect</gf-value
@@ -58,6 +59,7 @@
             [colorizeSign]="true"
             [isCurrency]="true"
             [locale]="data.locale"
+            [precision]="netPerformancePrecision"
             [unit]="data.baseCurrency"
             [value]="netPerformance"
             >Change</gf-value
@@ -160,6 +162,7 @@
           size="medium"
           [isCurrency]="true"
           [locale]="data.locale"
+          [precision]="investmentPrecision"
           [unit]="data.baseCurrency"
           [value]="investment"
           >Investment</gf-value
@@ -172,6 +175,7 @@
             size="medium"
             [isCurrency]="true"
             [locale]="data.locale"
+            [precision]="dividendInBaseCurrencyPrecision"
             [unit]="data.baseCurrency"
             [value]="dividendInBaseCurrency"
             >Dividend</gf-value
@@ -321,7 +325,7 @@
 
     <mat-tab-group
       animationDuration="0"
-      class="mb-3"
+      class="mb-5"
       [mat-stretch-tabs]="false"
       [ngClass]="{ 'd-none': !activities?.length }"
     >
@@ -342,12 +346,19 @@
           [hasPermissionToFilter]="false"
           [hasPermissionToOpenDetails]="false"
           [locale]="data.locale"
-          [showActions]="false"
+          [showActions]="
+            !data.hasImpersonationId &&
+            data.hasPermissionToCreateOrder &&
+            user?.settings?.isExperimentalFeatures &&
+            !user?.settings?.isRestrictedView
+          "
           [showNameColumn]="false"
           [sortColumn]="sortColumn"
           [sortDirection]="sortDirection"
           [sortDisabled]="true"
           [totalItems]="totalItems"
+          (activityToClone)="onCloneActivity($event)"
+          (activityToUpdate)="onUpdateActivity($event)"
           (export)="onExport()"
         />
       </mat-tab>
@@ -371,7 +382,49 @@
       </mat-tab>
     </mat-tab-group>
 
-    @if (tags?.length > 0) {
+    <div
+      class="row"
+      [ngClass]="{
+        'd-none': !data.hasPermissionToUpdateOrder
+      }"
+    >
+      <div class="col">
+        <mat-form-field appearance="outline" class="w-100 without-hint">
+          <mat-label i18n>Tags</mat-label>
+          <mat-chip-grid #tagsChipList>
+            @for (tag of activityForm.get('tags')?.value; track tag.id) {
+              <mat-chip-row
+                matChipRemove
+                [removable]="true"
+                (removed)="onRemoveTag(tag)"
+              >
+                {{ tag.name }}
+                <ion-icon class="ml-2" matPrefix name="close-outline" />
+              </mat-chip-row>
+            }
+            <input
+              #tagInput
+              name="close-outline"
+              [matAutocomplete]="autocompleteTags"
+              [matChipInputFor]="tagsChipList"
+              [matChipInputSeparatorKeyCodes]="separatorKeysCodes"
+            />
+          </mat-chip-grid>
+          <mat-autocomplete
+            #autocompleteTags="matAutocomplete"
+            (optionSelected)="onAddTag($event)"
+          >
+            @for (tag of filteredTagsObservable | async; track tag.id) {
+              <mat-option [value]="tag.id">
+                {{ tag.name }}
+              </mat-option>
+            }
+          </mat-autocomplete>
+        </mat-form-field>
+      </div>
+    </div>
+
+    @if (!data.hasPermissionToUpdateOrder && tagsAvailable?.length > 0) {
       <div class="row">
         <div class="col">
           <div class="h5" i18n>Tags</div>

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

@@ -8,7 +8,9 @@ export interface HoldingDetailDialogParams {
   dataSource: DataSource;
   deviceType: string;
   hasImpersonationId: boolean;
+  hasPermissionToCreateOrder: boolean;
   hasPermissionToReportDataGlitch: boolean;
+  hasPermissionToUpdateOrder: boolean;
   locale: string;
   symbol: string;
 }

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

@@ -1,14 +1,24 @@
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { PortfolioPosition, User } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  PortfolioPosition,
+  User
+} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import { HoldingType, ToggleOption } from '@ghostfolio/common/types';
+import {
+  HoldingType,
+  HoldingsViewMode,
+  ToggleOption
+} from '@ghostfolio/common/types';
 
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { FormControl } from '@angular/forms';
+import { Router } from '@angular/router';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
+import { skip, takeUntil } from 'rxjs/operators';
 
 @Component({
   selector: 'gf-home-holdings',
@@ -16,8 +26,11 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './home-holdings.html'
 })
 export class HomeHoldingsComponent implements OnDestroy, OnInit {
+  public static DEFAULT_HOLDINGS_VIEW_MODE: HoldingsViewMode = 'TABLE';
+
   public deviceType: string;
   public hasImpersonationId: boolean;
+  public hasPermissionToAccessHoldingsChart: boolean;
   public hasPermissionToCreateOrder: boolean;
   public holdings: PortfolioPosition[];
   public holdingType: HoldingType = 'ACTIVE';
@@ -26,6 +39,9 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
     { label: $localize`Closed`, value: 'CLOSED' }
   ];
   public user: User;
+  public viewModeFormControl = new FormControl<HoldingsViewMode>(
+    HomeHoldingsComponent.DEFAULT_HOLDINGS_VIEW_MODE
+  );
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -34,6 +50,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
     private dataService: DataService,
     private deviceService: DeviceDetectorService,
     private impersonationStorageService: ImpersonationStorageService,
+    private router: Router,
     private userService: UserService
   ) {}
 
@@ -53,38 +70,50 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
+          this.hasPermissionToAccessHoldingsChart = hasPermission(
+            this.user.permissions,
+            permissions.accessHoldingsChart
+          );
+
           this.hasPermissionToCreateOrder = hasPermission(
             this.user.permissions,
             permissions.createOrder
           );
 
-          this.holdings = undefined;
-
-          this.fetchHoldings()
-            .pipe(takeUntil(this.unsubscribeSubject))
-            .subscribe(({ holdings }) => {
-              this.holdings = holdings;
-
-              this.changeDetectorRef.markForCheck();
-            });
+          this.initialize();
 
           this.changeDetectorRef.markForCheck();
         }
       });
+
+    this.viewModeFormControl.valueChanges
+      .pipe(
+        // Skip inizialization: "new FormControl"
+        skip(1),
+        takeUntil(this.unsubscribeSubject)
+      )
+      .subscribe((holdingsViewMode) => {
+        this.dataService
+          .putUserSetting({ holdingsViewMode })
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe(() => {
+            this.userService.remove();
+          });
+      });
   }
 
   public onChangeHoldingType(aHoldingType: HoldingType) {
     this.holdingType = aHoldingType;
 
-    this.holdings = undefined;
+    this.initialize();
+  }
 
-    this.fetchHoldings()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ holdings }) => {
-        this.holdings = holdings;
-
-        this.changeDetectorRef.markForCheck();
+  public onSymbolClicked({ dataSource, symbol }: AssetProfileIdentifier) {
+    if (dataSource && symbol) {
+      this.router.navigate([], {
+        queryParams: { dataSource, symbol, holdingDetailDialog: true }
       });
+    }
   }
 
   public ngOnDestroy() {
@@ -104,4 +133,38 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
       range: this.user?.settings?.dateRange
     });
   }
+
+  private initialize() {
+    this.viewModeFormControl.disable();
+
+    if (
+      this.hasPermissionToAccessHoldingsChart &&
+      this.holdingType === 'ACTIVE'
+    ) {
+      this.viewModeFormControl.enable({ emitEvent: false });
+
+      this.viewModeFormControl.setValue(
+        this.deviceType === 'mobile'
+          ? HomeHoldingsComponent.DEFAULT_HOLDINGS_VIEW_MODE
+          : this.user?.settings?.holdingsViewMode ||
+              HomeHoldingsComponent.DEFAULT_HOLDINGS_VIEW_MODE,
+        { emitEvent: false }
+      );
+    } else if (this.holdingType === 'CLOSED') {
+      this.viewModeFormControl.setValue(
+        HomeHoldingsComponent.DEFAULT_HOLDINGS_VIEW_MODE,
+        { emitEvent: false }
+      );
+    }
+
+    this.holdings = undefined;
+
+    this.fetchHoldings()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ holdings }) => {
+        this.holdings = holdings;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
 }

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

@@ -6,33 +6,62 @@
   </div>
   <div class="row">
     <div class="col-lg">
-      <div class="d-flex justify-content-end">
-        <gf-toggle
-          class="d-none d-lg-block"
-          [defaultValue]="holdingType"
-          [isLoading]="false"
-          [options]="holdingTypeOptions"
-          (change)="onChangeHoldingType($event.value)"
-        />
-      </div>
-      <gf-holdings-table
-        [baseCurrency]="user?.settings?.baseCurrency"
-        [deviceType]="deviceType"
-        [hasPermissionToCreateActivity]="hasPermissionToCreateOrder"
-        [holdings]="holdings"
-        [locale]="user?.settings?.locale"
-      />
-      @if (hasPermissionToCreateOrder && holdings?.length > 0) {
-        <div class="text-center">
-          <a
-            class="mt-3"
-            i18n
-            mat-stroked-button
-            [routerLink]="['/portfolio', 'activities']"
-            >Manage Activities</a
-          >
+      <div class="d-flex">
+        @if (user?.settings?.isExperimentalFeatures) {
+          <div class="d-flex">
+            <div class="d-none d-lg-block">
+              <mat-button-toggle-group
+                [formControl]="viewModeFormControl"
+                [hideSingleSelectionIndicator]="true"
+              >
+                <mat-button-toggle i18n-title title="Table" value="TABLE">
+                  <ion-icon name="reorder-four-outline" />
+                </mat-button-toggle>
+                <mat-button-toggle i18n-title title="Chart" value="CHART">
+                  <ion-icon name="grid-outline" />
+                </mat-button-toggle>
+              </mat-button-toggle-group>
+            </div>
+          </div>
+        }
+        <div class="align-items-center d-flex flex-grow-1 justify-content-end">
+          <gf-toggle
+            class="d-none d-lg-block"
+            [defaultValue]="holdingType"
+            [isLoading]="false"
+            [options]="holdingTypeOptions"
+            (change)="onChangeHoldingType($event.value)"
+          />
         </div>
+      </div>
+      @if (viewModeFormControl.value === 'CHART') {
+        <gf-treemap-chart
+          class="mt-3"
+          cursor="pointer"
+          [holdings]="holdings"
+          (treemapChartClicked)="onSymbolClicked($event)"
+        />
       }
+      <div [ngClass]="{ 'd-none': viewModeFormControl.value !== 'TABLE' }">
+        <gf-holdings-table
+          [baseCurrency]="user?.settings?.baseCurrency"
+          [deviceType]="deviceType"
+          [hasPermissionToCreateActivity]="hasPermissionToCreateOrder"
+          [holdings]="holdings"
+          [locale]="user?.settings?.locale"
+        />
+        @if (hasPermissionToCreateOrder && holdings?.length > 0) {
+          <div class="text-center">
+            <a
+              class="mt-3"
+              i18n
+              mat-stroked-button
+              [routerLink]="['/portfolio', 'activities']"
+              >Manage Activities</a
+            >
+          </div>
+        }
+      </div>
     </div>
   </div>
 </div>

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

@@ -1,9 +1,12 @@
 import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
 import { GfHoldingsTableComponent } from '@ghostfolio/ui/holdings-table';
+import { GfTreemapChartComponent } from '@ghostfolio/ui/treemap-chart';
 
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
+import { MatButtonToggleModule } from '@angular/material/button-toggle';
 import { RouterModule } from '@angular/router';
 
 import { HomeHoldingsComponent } from './home-holdings.component';
@@ -12,9 +15,13 @@ import { HomeHoldingsComponent } from './home-holdings.component';
   declarations: [HomeHoldingsComponent],
   imports: [
     CommonModule,
+    FormsModule,
     GfHoldingsTableComponent,
     GfToggleModule,
+    GfTreemapChartComponent,
     MatButtonModule,
+    MatButtonToggleModule,
+    ReactiveFormsModule,
     RouterModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

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

@@ -1,3 +1,9 @@
 :host {
   display: block;
+
+  .mat-button-toggle-group {
+    .mat-button-toggle-appearance-standard {
+      --mat-standard-button-toggle-height: 1.5rem;
+    }
+  }
 }

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

@@ -3,10 +3,11 @@ import { LayoutService } from '@ghostfolio/client/core/layout.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { NUMERICAL_PRECISION_THRESHOLD } from '@ghostfolio/common/config';
 import {
+  AssetProfileIdentifier,
   LineChartItem,
   PortfolioPerformance,
-  UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@@ -25,7 +26,7 @@ import { takeUntil } from 'rxjs/operators';
 export class HomeOverviewComponent implements OnDestroy, OnInit {
   public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
   public deviceType: string;
-  public errors: UniqueAsset[];
+  public errors: AssetProfileIdentifier[];
   public hasError: boolean;
   public hasImpersonationId: boolean;
   public hasPermissionToCreateOrder: boolean;
@@ -34,6 +35,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
   public isAllTimeLow: boolean;
   public isLoadingPerformance = true;
   public performance: PortfolioPerformance;
+  public precision = 2;
   public showDetails = false;
   public unit: string;
   public user: User;
@@ -67,6 +69,12 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
   public ngOnInit() {
     this.deviceType = this.deviceService.getDeviceInfo().deviceType;
 
+    this.showDetails =
+      !this.user.settings.isRestrictedView &&
+      this.user.settings.viewMode !== 'ZEN';
+
+    this.unit = this.showDetails ? this.user.settings.baseCurrency : '%';
+
     this.impersonationStorageService
       .onChangeHasImpersonation()
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -81,12 +89,6 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
       .subscribe(() => {
         this.update();
       });
-
-    this.showDetails =
-      !this.user.settings.isRestrictedView &&
-      this.user.settings.viewMode !== 'ZEN';
-
-    this.unit = this.showDetails ? this.user.settings.baseCurrency : '%';
   }
 
   public onChangeDateRange(dateRange: DateRange) {
@@ -134,6 +136,14 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
           }
         );
 
+        if (
+          this.deviceType === 'mobile' &&
+          this.performance.currentValueInBaseCurrency >=
+            NUMERICAL_PRECISION_THRESHOLD
+        ) {
+          this.precision = 0;
+        }
+
         this.isLoadingPerformance = false;
 
         this.changeDetectorRef.markForCheck();

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

@@ -88,6 +88,7 @@
           [isLoading]="isLoadingPerformance"
           [locale]="user?.settings?.locale"
           [performance]="performance"
+          [precision]="precision"
           [showDetails]="showDetails"
           [unit]="unit"
         />

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

@@ -14,7 +14,6 @@ import {
   ElementRef,
   Input,
   OnChanges,
-  OnInit,
   ViewChild
 } from '@angular/core';
 import { CountUp } from 'countup.js';
@@ -26,7 +25,7 @@ import { isNumber } from 'lodash';
   templateUrl: './portfolio-performance.component.html',
   styleUrls: ['./portfolio-performance.component.scss']
 })
-export class PortfolioPerformanceComponent implements OnChanges, OnInit {
+export class PortfolioPerformanceComponent implements OnChanges {
   @Input() deviceType: string;
   @Input() errors: ResponseError['errors'];
   @Input() isAllTimeHigh: boolean;
@@ -34,6 +33,7 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
   @Input() isLoading: boolean;
   @Input() locale = getLocale();
   @Input() performance: PortfolioPerformance;
+  @Input() precision: number;
   @Input() showDetails: boolean;
   @Input() unit: string;
 
@@ -41,9 +41,9 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
 
   public constructor() {}
 
-  public ngOnInit() {}
-
   public ngOnChanges() {
+    this.precision = this.precision >= 0 ? this.precision : 2;
+
     if (this.isLoading) {
       if (this.value?.nativeElement) {
         this.value.nativeElement.innerHTML = '';
@@ -52,11 +52,7 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
       if (isNumber(this.performance?.currentValueInBaseCurrency)) {
         new CountUp('value', this.performance?.currentValueInBaseCurrency, {
           decimal: getNumberFormatDecimal(this.locale),
-          decimalPlaces:
-            this.deviceType === 'mobile' &&
-            this.performance?.currentValueInBaseCurrency >= 100000
-              ? 0
-              : 2,
+          decimalPlaces: this.precision,
           duration: 1,
           separator: getNumberFormatGroup(this.locale)
         }).start();

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

@@ -47,6 +47,7 @@ export class UserAccountSettingsComponent implements OnDestroy, OnInit {
   public isWebAuthnEnabled: boolean;
   public language = document.documentElement.lang;
   public locales = [
+    'ca',
     'de',
     'de-CH',
     'en-GB',

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

@@ -72,6 +72,14 @@
                   <mat-option [value]="null" />
                   <mat-option value="de">Deutsch</mat-option>
                   <mat-option value="en">English</mat-option>
+                  @if (user?.settings?.isExperimentalFeatures) {
+                    <!--
+                      <mat-option value="ca"
+                        >Català (<ng-container i18n>Community</ng-container
+                        >)</mat-option
+                      >
+                    -->
+                  }
                   @if (user?.settings?.isExperimentalFeatures) {
                     <mat-option value="zh"
                       >Chinese (<ng-container i18n>Community</ng-container
@@ -95,10 +103,12 @@
                     >)</mat-option
                   >
                   @if (user?.settings?.isExperimentalFeatures) {
-                    <mat-option value="pl"
-                      >Polski (<ng-container i18n>Community</ng-container
-                      >)</mat-option
-                    >
+                    <!--
+                      <mat-option value="pl"
+                        >Polski (<ng-container i18n>Community</ng-container
+                        >)</mat-option
+                      >
+                    -->
                   }
                   <mat-option value="pt"
                     >Português (<ng-container i18n>Community</ng-container
@@ -196,25 +206,23 @@
           />
         </div>
       </div>
-      @if (hasPermissionToUpdateUserSettings) {
-        <div class="align-items-center d-flex mt-4 py-1">
-          <div class="pr-1 w-50">
-            <div i18n>Experimental Features</div>
-            <div class="hint-text text-muted" i18n>
-              Sneak peek at upcoming functionality
-            </div>
-          </div>
-          <div class="pl-1 w-50">
-            <mat-slide-toggle
-              color="primary"
-              hideIcon="true"
-              [checked]="user.settings.isExperimentalFeatures"
-              [disabled]="!hasPermissionToUpdateUserSettings"
-              (change)="onExperimentalFeaturesChange($event)"
-            />
+      <div class="align-items-center d-flex mt-4 py-1">
+        <div class="pr-1 w-50">
+          <div i18n>Experimental Features</div>
+          <div class="hint-text text-muted" i18n>
+            Sneak peek at upcoming functionality
           </div>
         </div>
-      }
+        <div class="pl-1 w-50">
+          <mat-slide-toggle
+            color="primary"
+            hideIcon="true"
+            [checked]="user.settings.isExperimentalFeatures"
+            [disabled]="!hasPermissionToUpdateUserSettings"
+            (change)="onExperimentalFeaturesChange($event)"
+          />
+        </div>
+      </div>
       <div class="align-items-center d-flex mt-4 py-1">
         <div class="pr-1 w-50">
           Ghostfolio <ng-container i18n>User ID</ng-container>

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

@@ -221,7 +221,11 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
       data: <AccountDetailDialogParams>{
         accountId: aAccountId,
         deviceType: this.deviceType,
-        hasImpersonationId: this.hasImpersonationId
+        hasImpersonationId: this.hasImpersonationId,
+        hasPermissionToCreateOrder:
+          !this.hasImpersonationId &&
+          hasPermission(this.user?.permissions, permissions.createOrder) &&
+          !this.user?.settings?.isRestrictedView
       },
       height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'

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

@@ -242,9 +242,11 @@
                 <h4 i18n>Multi-Language</h4>
                 <p class="m-0">
                   Use Ghostfolio in multiple languages: English,
-                  <!-- Chinese, -->Dutch, French, German, Italian,
-                  <!-- Polish, -->Portuguese, Spanish and Turkish are currently
-                  supported.
+                  <!--Català, -->
+                  <!-- Chinese, -->
+                  Dutch, French, German, Italian,
+                  <!-- Polish, -->
+                  Portuguese, Spanish and Turkish are currently supported.
                 </p>
               </div>
             </mat-card-content>

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

@@ -186,6 +186,14 @@
         title="Sackgeld.com – Apps für ein höheres Sackgeld"
       ></a>
     </div>
+    <div class="align-items-center col-md-3 d-flex justify-content-center my-1">
+      <a
+        class="d-block logo logo-selfh-st mask"
+        href="https://selfh.st"
+        target="_blank"
+        title="selfh.st — Self-hosted content and software"
+      ></a>
+    </div>
     <div class="col-md-3 d-flex justify-content-center my-1">
       <a
         class="d-block logo logo-sourceforge mask"

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

@@ -80,6 +80,11 @@
       mask-image: url('/assets/images/logo-sackgeld.png');
     }
 
+    &.logo-selfh-st {
+      mask-image: url('/assets/images/logo-selfh-st.svg');
+      max-height: 1.25rem;
+    }
+
     &.logo-sourceforge {
       mask-image: url('/assets/images/logo-sourceforge.svg');
     }
@@ -131,6 +136,7 @@
     &.logo-privacy-tools,
     &.logo-reddit,
     &.logo-sackgeld,
+    &.logo-selfh-st,
     &.logo-sourceforge,
     &.logo-umbrel,
     &.logo-unraid {

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

@@ -16,7 +16,6 @@ import { PageEvent } from '@angular/material/paginator';
 import { Sort, SortDirection } from '@angular/material/sort';
 import { MatTableDataSource } from '@angular/material/table';
 import { ActivatedRoute, Router } from '@angular/router';
-import { Order as OrderModel } from '@prisma/client';
 import { format, parseISO } from 'date-fns';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject, Subscription } from 'rxjs';
@@ -33,7 +32,6 @@ import { ImportActivitiesDialogParams } from './import-activities-dialog/interfa
   templateUrl: './activities-page.html'
 })
 export class ActivitiesPageComponent implements OnDestroy, OnInit {
-  public activities: Activity[];
   public dataSource: MatTableDataSource<Activity>;
   public deviceType: string;
   public hasImpersonationId: boolean;
@@ -64,20 +62,24 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((params) => {
         if (params['createDialog']) {
-          this.openCreateActivityDialog();
+          if (params['activityId']) {
+            this.dataService
+              .fetchActivity(params['activityId'])
+              .pipe(takeUntil(this.unsubscribeSubject))
+              .subscribe((activity) => {
+                this.openCreateActivityDialog(activity);
+              });
+          } else {
+            this.openCreateActivityDialog();
+          }
         } else if (params['editDialog']) {
-          if (this.activities) {
-            const activity = this.activities.find(({ id }) => {
-              return id === params['activityId'];
-            });
-
-            this.openUpdateActivityDialog(activity);
-          } else if (this.dataSource) {
-            const activity = this.dataSource.data.find(({ id }) => {
-              return id === params['activityId'];
-            });
-
-            this.openUpdateActivityDialog(activity);
+          if (params['activityId']) {
+            this.dataService
+              .fetchActivity(params['activityId'])
+              .pipe(takeUntil(this.unsubscribeSubject))
+              .subscribe((activity) => {
+                this.openUpdateActivityDialog(activity);
+              });
           } else {
             this.router.navigate(['.'], { relativeTo: this.route });
           }
@@ -249,7 +251,7 @@ export class ActivitiesPageComponent implements OnDestroy, OnInit {
     this.fetchActivities();
   }
 
-  public onUpdateActivity(aActivity: OrderModel) {
+  public onUpdateActivity(aActivity: Activity) {
     this.router.navigate([], {
       queryParams: { activityId: aActivity.id, editDialog: true }
     });

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

@@ -51,9 +51,10 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
   public filteredTagsObservable: Observable<Tag[]> = of([]);
   public isLoading = false;
   public isToday = isToday;
+  public mode: 'create' | 'update';
   public platforms: { id: string; name: string }[];
-  public separatorKeysCodes: number[] = [ENTER, COMMA];
-  public tags: Tag[] = [];
+  public separatorKeysCodes: number[] = [COMMA, ENTER];
+  public tagsAvailable: Tag[] = [];
   public total = 0;
   public typesTranslationMap = new Map<Type, string>();
   public Validators = Validators;
@@ -71,6 +72,7 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
   ) {}
 
   public ngOnInit() {
+    this.mode = this.data.activity.id ? 'update' : 'create';
     this.locale = this.data.user?.settings?.locale;
     this.dateAdapter.setLocale(this.locale);
 
@@ -79,7 +81,7 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
     this.currencies = currencies;
     this.defaultDateFormat = getDateFormatString(this.locale);
     this.platforms = platforms;
-    this.tags = tags.map(({ id, name }) => {
+    this.tagsAvailable = tags.map(({ id, name }) => {
       return {
         id,
         name: translate(name)
@@ -92,7 +94,9 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
 
     this.activityForm = this.formBuilder.group({
       accountId: [
-        this.data.accounts.length === 1 && !this.data.activity?.accountId
+        this.data.accounts.length === 1 &&
+        !this.data.activity?.accountId &&
+        this.mode === 'create'
           ? this.data.accounts[0].id
           : this.data.activity?.accountId,
         Validators.required
@@ -283,7 +287,7 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
     ].valueChanges.pipe(
       startWith(this.activityForm.get('tags').value),
       map((aTags: Tag[] | null) => {
-        return aTags ? this.filterTags(aTags) : this.tags.slice();
+        return aTags ? this.filterTags(aTags) : this.tagsAvailable.slice();
       })
     );
 
@@ -437,10 +441,11 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
   public onAddTag(event: MatAutocompleteSelectedEvent) {
     this.activityForm.get('tags').setValue([
       ...(this.activityForm.get('tags').value ?? []),
-      this.tags.find(({ id }) => {
+      this.tagsAvailable.find(({ id }) => {
         return id === event.option.value;
       })
     ]);
+
     this.tagInput.nativeElement.value = '';
   }
 
@@ -479,18 +484,7 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
     };
 
     try {
-      if (this.data.activity.id) {
-        (activity as UpdateOrderDto).id = this.data.activity.id;
-
-        await validateObjectForForm({
-          classDto: UpdateOrderDto,
-          form: this.activityForm,
-          ignoreFields: ['dataSource', 'date'],
-          object: activity as UpdateOrderDto
-        });
-
-        this.dialogRef.close(activity as UpdateOrderDto);
-      } else {
+      if (this.mode === 'create') {
         (activity as CreateOrderDto).updateAccountBalance =
           this.activityForm.get('updateAccountBalance').value;
 
@@ -502,6 +496,17 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
         });
 
         this.dialogRef.close(activity as CreateOrderDto);
+      } else {
+        (activity as UpdateOrderDto).id = this.data.activity.id;
+
+        await validateObjectForForm({
+          classDto: UpdateOrderDto,
+          form: this.activityForm,
+          ignoreFields: ['dataSource', 'date'],
+          object: activity as UpdateOrderDto
+        });
+
+        this.dialogRef.close(activity as UpdateOrderDto);
       }
     } catch (error) {
       console.error(error);
@@ -514,12 +519,12 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
   }
 
   private filterTags(aTags: Tag[]) {
-    const tagIds = aTags.map((tag) => {
-      return tag.id;
+    const tagIds = aTags.map(({ id }) => {
+      return id;
     });
 
-    return this.tags.filter((tag) => {
-      return !tagIds.includes(tag.id);
+    return this.tagsAvailable.filter(({ id }) => {
+      return !tagIds.includes(id);
     });
   }
 

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

@@ -4,10 +4,10 @@
   (keyup.enter)="activityForm.valid && onSubmit()"
   (ngSubmit)="onSubmit()"
 >
-  @if (data.activity.id) {
-    <h1 i18n mat-dialog-title>Update activity</h1>
-  } @else {
+  @if (mode === 'create') {
     <h1 i18n mat-dialog-title>Add activity</h1>
+  } @else {
+    <h1 i18n mat-dialog-title>Update activity</h1>
   }
   <div class="flex-grow-1 py-3" mat-dialog-content>
     <div class="mb-3">
@@ -76,16 +76,17 @@
         </mat-select>
       </mat-form-field>
     </div>
-    <div [ngClass]="{ 'mb-3': data.activity.id }">
+    <div [ngClass]="{ 'mb-3': mode === 'update' }">
       <mat-form-field
         appearance="outline"
         class="w-100"
-        [ngClass]="{ 'mb-1 without-hint': !data.activity.id }"
+        [ngClass]="{ 'mb-1 without-hint': mode === 'create' }"
       >
         <mat-label i18n>Account</mat-label>
         <mat-select formControlName="accountId">
           @if (
-            !activityForm.get('accountId').hasValidator(Validators.required)
+            !activityForm.get('accountId').hasValidator(Validators.required) ||
+            (!activityForm.get('accountId').value && mode === 'update')
           ) {
             <mat-option [value]="null" />
           }
@@ -106,7 +107,7 @@
         </mat-select>
       </mat-form-field>
     </div>
-    <div class="mb-3" [ngClass]="{ 'd-none': data.activity.id }">
+    <div class="mb-3" [ngClass]="{ 'd-none': mode === 'update' }">
       <mat-checkbox color="primary" formControlName="updateAccountBalance" i18n
         >Update Cash Balance</mat-checkbox
       >
@@ -377,11 +378,11 @@
         </mat-select>
       </mat-form-field>
     </div>
-    <div class="mb-3" [ngClass]="{ 'd-none': tags?.length < 1 }">
+    <div class="mb-3" [ngClass]="{ 'd-none': tagsAvailable?.length < 1 }">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Tags</mat-label>
         <mat-chip-grid #tagsChipList>
-          @for (tag of activityForm.get('tags')?.value; track tag) {
+          @for (tag of activityForm.get('tags')?.value; track tag.id) {
             <mat-chip-row
               matChipRemove
               [removable]="true"
@@ -403,7 +404,7 @@
           #autocompleteTags="matAutocomplete"
           (optionSelected)="onAddTag($event)"
         >
-          @for (tag of filteredTagsObservable | async; track tag) {
+          @for (tag of filteredTagsObservable | async; track tag.id) {
             <mat-option [value]="tag.id">
               {{ tag.name }}
             </mat-option>

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

@@ -38,6 +38,7 @@ import { ImportActivitiesDialogParams } from './interfaces/interfaces';
 export class ImportActivitiesDialog implements OnDestroy {
   public accounts: CreateAccountDto[] = [];
   public activities: Activity[] = [];
+  public assetProfileForm: FormGroup;
   public dataSource: MatTableDataSource<Activity>;
   public details: any[] = [];
   public deviceType: string;
@@ -53,7 +54,6 @@ export class ImportActivitiesDialog implements OnDestroy {
   public sortDirection: SortDirection = 'desc';
   public stepperOrientation: StepperOrientation;
   public totalItems: number;
-  public uniqueAssetForm: FormGroup;
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -73,8 +73,8 @@ export class ImportActivitiesDialog implements OnDestroy {
     this.stepperOrientation =
       this.deviceType === 'mobile' ? 'vertical' : 'horizontal';
 
-    this.uniqueAssetForm = this.formBuilder.group({
-      uniqueAsset: [undefined, Validators.required]
+    this.assetProfileForm = this.formBuilder.group({
+      assetProfileIdentifier: [undefined, Validators.required]
     });
 
     if (
@@ -85,7 +85,7 @@ export class ImportActivitiesDialog implements OnDestroy {
 
       this.dialogTitle = $localize`Import Dividends`;
       this.mode = 'DIVIDEND';
-      this.uniqueAssetForm.get('uniqueAsset').disable();
+      this.assetProfileForm.get('assetProfileIdentifier').disable();
 
       this.dataService
         .fetchPortfolioHoldings({
@@ -102,7 +102,7 @@ export class ImportActivitiesDialog implements OnDestroy {
           this.holdings = sortBy(holdings, ({ name }) => {
             return name.toLowerCase();
           });
-          this.uniqueAssetForm.get('uniqueAsset').enable();
+          this.assetProfileForm.get('assetProfileIdentifier').enable();
 
           this.isLoading = false;
 
@@ -167,10 +167,11 @@ export class ImportActivitiesDialog implements OnDestroy {
   }
 
   public onLoadDividends(aStepper: MatStepper) {
-    this.uniqueAssetForm.get('uniqueAsset').disable();
+    this.assetProfileForm.get('assetProfileIdentifier').disable();
 
-    const { dataSource, symbol } =
-      this.uniqueAssetForm.get('uniqueAsset').value;
+    const { dataSource, symbol } = this.assetProfileForm.get(
+      'assetProfileIdentifier'
+    ).value;
 
     this.dataService
       .fetchDividendsImport({
@@ -193,7 +194,7 @@ export class ImportActivitiesDialog implements OnDestroy {
     this.details = [];
     this.errorMessages = [];
     this.importStep = ImportStep.SELECT_ACTIVITIES;
-    this.uniqueAssetForm.get('uniqueAsset').enable();
+    this.assetProfileForm.get('assetProfileIdentifier').enable();
 
     aStepper.reset();
   }

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

@@ -25,14 +25,14 @@
       <div class="pt-3">
         @if (mode === 'DIVIDEND') {
           <form
-            [formGroup]="uniqueAssetForm"
+            [formGroup]="assetProfileForm"
             (ngSubmit)="onLoadDividends(stepper)"
           >
             <mat-form-field appearance="outline" class="w-100">
               <mat-label i18n>Holding</mat-label>
-              <mat-select formControlName="uniqueAsset">
+              <mat-select formControlName="assetProfileIdentifier">
                 <mat-select-trigger>{{
-                  uniqueAssetForm.get('uniqueAsset')?.value?.name
+                  assetProfileForm.get('assetProfileIdentifier')?.value?.name
                 }}</mat-select-trigger>
                 @for (holding of holdings; track holding) {
                   <mat-option
@@ -63,7 +63,7 @@
                 color="primary"
                 mat-flat-button
                 type="submit"
-                [disabled]="!uniqueAssetForm.valid"
+                [disabled]="!assetProfileForm.valid"
               >
                 <span i18n>Load Dividends</span>
               </button>

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

@@ -6,12 +6,13 @@ import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { MAX_TOP_HOLDINGS, UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { prettifySymbol } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   Holding,
   PortfolioDetails,
   PortfolioPosition,
-  UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Market, MarketAdvanced } from '@ghostfolio/common/types';
 import { translate } from '@ghostfolio/ui/i18n';
 
@@ -161,7 +162,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     this.initialize();
   }
 
-  public onAccountChartClicked({ symbol }: UniqueAsset) {
+  public onAccountChartClicked({ symbol }: AssetProfileIdentifier) {
     if (symbol && symbol !== UNKNOWN_KEY) {
       this.router.navigate([], {
         queryParams: { accountId: symbol, accountDetailDialog: true }
@@ -169,7 +170,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     }
   }
 
-  public onSymbolChartClicked({ dataSource, symbol }: UniqueAsset) {
+  public onSymbolChartClicked({ dataSource, symbol }: AssetProfileIdentifier) {
     if (dataSource && symbol) {
       this.router.navigate([], {
         queryParams: { dataSource, symbol, holdingDetailDialog: true }
@@ -584,7 +585,11 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
       data: <AccountDetailDialogParams>{
         accountId: aAccountId,
         deviceType: this.deviceType,
-        hasImpersonationId: this.hasImpersonationId
+        hasImpersonationId: this.hasImpersonationId,
+        hasPermissionToCreateOrder:
+          !this.hasImpersonationId &&
+          hasPermission(this.user?.permissions, permissions.createOrder) &&
+          !this.user?.settings?.isRestrictedView
       },
       height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'

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

@@ -253,7 +253,8 @@
                   } @else {
                     {{ baseCurrency }}&nbsp;<strong>{{ price }}</strong>
                   }
-                  &nbsp;<span i18n>per year</span></span
+                  <span>&nbsp;</span>
+                  <span i18n>per year</span></span
                 >
               </p>
               @if (

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

@@ -152,7 +152,7 @@
   </div>
   <div class="row my-5">
     <div class="col-md-10 offset-md-1">
-      <h2 class="h4 mb-1 text-center">
+      <h2 class="h4 mb-1 text-center" i18n>
         Would you like to <strong>refine</strong> your
         <strong>personal investment strategy</strong>?
       </h2>

apps/client/src/app/pages/resources/personal-finance-tools/product-page.component.ts

@@ -1,6 +1,7 @@
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { Product } from '@ghostfolio/common/interfaces';
 import { personalFinanceTools } from '@ghostfolio/common/personal-finance-tools';
+import { translate } from '@ghostfolio/ui/i18n';
 
 import { CommonModule } from '@angular/common';
 import { Component, OnInit } from '@angular/core';
@@ -26,6 +27,7 @@ export class GfProductPageComponent implements OnInit {
     '/' + $localize`resources`,
     'personal-finance-tools'
   ];
+  public tags: string[];
 
   public constructor(
     private dataService: DataService,
@@ -56,7 +58,7 @@ export class GfProductPageComponent implements OnInit {
       ],
       name: 'Ghostfolio',
       origin: $localize`Switzerland`,
-      region: $localize`Global`,
+      regions: [$localize`Global`],
       slogan: 'Open Source Wealth Management',
       useAnonymously: true
     };
@@ -64,5 +66,41 @@ export class GfProductPageComponent implements OnInit {
     this.product2 = personalFinanceTools.find(({ key }) => {
       return key === this.route.snapshot.data['key'];
     });
+
+    if (this.product2.origin) {
+      this.product2.origin = translate(this.product2.origin);
+    }
+
+    if (this.product2.regions) {
+      this.product2.regions = this.product2.regions.map((region) => {
+        return translate(region);
+      });
+    }
+
+    this.tags = [
+      this.product1.name,
+      this.product2.name,
+      $localize`Alternative`,
+      $localize`App`,
+      $localize`Budgeting`,
+      $localize`Community`,
+      $localize`Family Office`,
+      `Fintech`,
+      $localize`Investment`,
+      $localize`Investor`,
+      $localize`Open Source`,
+      `OSS`,
+      $localize`Personal Finance`,
+      $localize`Privacy`,
+      $localize`Portfolio`,
+      $localize`Software`,
+      $localize`Tool`,
+      $localize`User Experience`,
+      $localize`Wealth`,
+      $localize`Wealth Management`,
+      `WealthTech`
+    ].sort((a, b) => {
+      return a.localeCompare(b, undefined, { sensitivity: 'base' });
+    });
   }
 }

apps/client/src/app/pages/resources/personal-finance-tools/product-page.html

@@ -80,8 +80,24 @@
               </tr>
               <tr class="mat-mdc-row">
                 <td class="mat-mdc-cell px-3 py-2 text-right" i18n>Region</td>
-                <td class="mat-mdc-cell px-1 py-2">{{ product1.region }}</td>
-                <td class="mat-mdc-cell px-1 py-2">{{ product2.region }}</td>
+                <td class="mat-mdc-cell px-1 py-2">
+                  @for (
+                    region of product1.regions;
+                    track region;
+                    let isLast = $last
+                  ) {
+                    {{ region }}{{ isLast ? '' : ', ' }}
+                  }
+                </td>
+                <td class="mat-mdc-cell px-1 py-2">
+                  @for (
+                    region of product2.regions;
+                    track region;
+                    let isLast = $last
+                  ) {
+                    {{ region }}{{ isLast ? '' : ', ' }}
+                  }
+                </td>
               </tr>
               <tr class="mat-mdc-row">
                 <td class="mat-mdc-cell px-3 py-2 text-right" i18n>
@@ -236,69 +252,11 @@
         </section>
         <section class="mb-4">
           <ul class="list-inline">
-            <li class="list-inline-item">
-              <span class="badge badge-light">Alternative</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">App</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Budgeting</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Community</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Family Office</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Fintech</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">{{ product1.name }}</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Investment</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Investor</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Open Source</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">OSS</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Personal Finance</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Privacy</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Portfolio</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Software</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Tool</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">User Experience</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Wealth</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">WealthTech</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">Wealth Management</span>
-            </li>
-            <li class="list-inline-item">
-              <span class="badge badge-light">{{ product2.name }}</span>
-            </li>
+            @for (tag of tags; track tag) {
+              <li class="list-inline-item">
+                <span class="badge badge-light">{{ tag }}</span>
+              </li>
+            }
           </ul>
         </section>
         <nav aria-label="breadcrumb">

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

@@ -7,13 +7,13 @@ import { UpdateTagDto } from '@ghostfolio/api/app/tag/update-tag.dto';
 import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
+  AssetProfileIdentifier,
   AdminData,
   AdminJobs,
   AdminMarketData,
   AdminMarketDataDetails,
   EnhancedSymbolProfile,
-  Filter,
-  UniqueAsset
+  Filter
 } from '@ghostfolio/common/interfaces';
 
 import { HttpClient, HttpParams } from '@angular/common/http';
@@ -35,7 +35,7 @@ export class AdminService {
     private http: HttpClient
   ) {}
 
-  public addAssetProfile({ dataSource, symbol }: UniqueAsset) {
+  public addAssetProfile({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.http.post<void>(
       `/api/v1/admin/profile-data/${dataSource}/${symbol}`,
       null
@@ -62,7 +62,7 @@ export class AdminService {
     return this.http.delete<void>(`/api/v1/platform/${aId}`);
   }
 
-  public deleteProfileData({ dataSource, symbol }: UniqueAsset) {
+  public deleteProfileData({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.http.delete<void>(
       `/api/v1/admin/profile-data/${dataSource}/${symbol}`
     );
@@ -167,7 +167,10 @@ export class AdminService {
     return this.http.post<void>('/api/v1/admin/gather/profile-data', {});
   }
 
-  public gatherProfileDataBySymbol({ dataSource, symbol }: UniqueAsset) {
+  public gatherProfileDataBySymbol({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
     return this.http.post<void>(
       `/api/v1/admin/gather/profile-data/${dataSource}/${symbol}`,
       {}
@@ -178,7 +181,7 @@ export class AdminService {
     dataSource,
     date,
     symbol
-  }: UniqueAsset & {
+  }: AssetProfileIdentifier & {
     date?: Date;
   }) {
     let url = `/api/v1/admin/gather/${dataSource}/${symbol}`;
@@ -217,7 +220,7 @@ export class AdminService {
     symbol,
     symbolMapping,
     url
-  }: UniqueAsset & UpdateAssetProfileDto) {
+  }: AssetProfileIdentifier & UpdateAssetProfileDto) {
     return this.http.patch<EnhancedSymbolProfile>(
       `/api/v1/admin/profile-data/${dataSource}/${symbol}`,
       {
@@ -272,7 +275,7 @@ export class AdminService {
     dataSource,
     scraperConfiguration,
     symbol
-  }: UniqueAsset & UpdateAssetProfileDto['scraperConfiguration']) {
+  }: AssetProfileIdentifier & UpdateAssetProfileDto['scraperConfiguration']) {
     return this.http.post<any>(
       `/api/v1/admin/market-data/${dataSource}/${symbol}/test`,
       {

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

@@ -4,7 +4,10 @@ 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';
+import {
+  Activities,
+  Activity
+} from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
 import { PortfolioHoldingDetail } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-holding-detail.interface';
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
@@ -20,6 +23,7 @@ import {
   AccountBalancesResponse,
   Accounts,
   AdminMarketDataDetails,
+  AssetProfileIdentifier,
   BenchmarkMarketDataDetails,
   BenchmarkResponse,
   Export,
@@ -34,7 +38,6 @@ import {
   PortfolioPerformanceResponse,
   PortfolioPublicDetails,
   PortfolioReport,
-  UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
 import { filterGlobalPermissions } from '@ghostfolio/common/permissions';
@@ -47,7 +50,8 @@ import { SortDirection } from '@angular/material/sort';
 import {
   AccountBalance,
   DataSource,
-  Order as OrderModel
+  Order as OrderModel,
+  Tag
 } from '@prisma/client';
 import { format, parseISO } from 'date-fns';
 import { cloneDeep, groupBy, isNumber } from 'lodash';
@@ -211,6 +215,17 @@ export class DataService {
     );
   }
 
+  public fetchActivity(aActivityId: string) {
+    return this.http.get<Activity>(`/api/v1/order/${aActivityId}`).pipe(
+      map((activity) => {
+        activity.createdAt = parseISO(<string>(<unknown>activity.createdAt));
+        activity.date = parseISO(<string>(<unknown>activity.date));
+
+        return activity;
+      })
+    );
+  }
+
   public fetchDividends({
     filters,
     groupBy = 'month',
@@ -229,7 +244,7 @@ export class DataService {
     });
   }
 
-  public fetchDividendsImport({ dataSource, symbol }: UniqueAsset) {
+  public fetchDividendsImport({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.http.get<ImportResponse>(
       `/api/v1/import/dividends/${dataSource}/${symbol}`
     );
@@ -269,7 +284,7 @@ export class DataService {
     return this.http.delete<any>(`/api/v1/order/${aId}`);
   }
 
-  public deleteBenchmark({ dataSource, symbol }: UniqueAsset) {
+  public deleteBenchmark({ dataSource, symbol }: AssetProfileIdentifier) {
     return this.http.delete<any>(`/api/v1/benchmark/${dataSource}/${symbol}`);
   }
 
@@ -288,7 +303,7 @@ export class DataService {
   public fetchAsset({
     dataSource,
     symbol
-  }: UniqueAsset): Observable<AdminMarketDataDetails> {
+  }: AssetProfileIdentifier): Observable<AdminMarketDataDetails> {
     return this.http.get<any>(`/api/v1/asset/${dataSource}/${symbol}`).pipe(
       map((data) => {
         for (const item of data.marketData) {
@@ -307,7 +322,7 @@ export class DataService {
   }: {
     range: DateRange;
     startDate: Date;
-  } & UniqueAsset): Observable<BenchmarkMarketDataDetails> {
+  } & AssetProfileIdentifier): Observable<BenchmarkMarketDataDetails> {
     let params = new HttpParams();
 
     if (range) {
@@ -629,7 +644,7 @@ export class DataService {
     );
   }
 
-  public postBenchmark(benchmark: UniqueAsset) {
+  public postBenchmark(benchmark: AssetProfileIdentifier) {
     return this.http.post(`/api/v1/benchmark`, benchmark);
   }
 
@@ -649,6 +664,17 @@ export class DataService {
     return this.http.put<void>(`/api/v1/admin/settings/${key}`, aData);
   }
 
+  public putHoldingTags({
+    dataSource,
+    symbol,
+    tags
+  }: { tags: Tag[] } & AssetProfileIdentifier) {
+    return this.http.put<void>(
+      `/api/v1/portfolio/position/${dataSource}/${symbol}/tags`,
+      { tags }
+    );
+  }
+
   public putOrder(aOrder: UpdateOrderDto) {
     return this.http.put<UserItem>(`/api/v1/order/${aOrder.id}`, aOrder);
   }

apps/client/src/assets/images/logo-selfh-st.svg

@@ -0,0 +1 @@
+<svg id="Layer_1" data-name="Layer 1" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 323 87"><defs><style>.cls-1{opacity:0.1;}</style></defs><g class="cls-1"><path d="M201.13,52.72a30.78,30.78,0,0,1,3-13.73,21.72,21.72,0,0,1,8.55-9.33,24.91,24.91,0,0,1,12.94-3.31q10.48,0,17.11,6.42t7.39,17.41l.1,3.55q0,11.91-6.66,19.11T225.68,80q-11.2,0-17.88-7.17t-6.67-19.53Zm13.83,1q0,7.38,2.77,11.29a10,10,0,0,0,15.79.05q2.83-3.87,2.83-12.34,0-7.25-2.83-11.22a9.18,9.18,0,0,0-7.94-4,9,9,0,0,0-7.85,4C215.88,44.09,215,48.18,215,53.7Z"/></g><path d="M35.37,64.78a4.47,4.47,0,0,0-2.52-4,28.42,28.42,0,0,0-8.06-2.6Q6.33,54.3,6.32,42.48A14.24,14.24,0,0,1,12,31q5.72-4.62,15-4.62,9.86,0,15.77,4.65a14.61,14.61,0,0,1,5.91,12H34.84a6.71,6.71,0,0,0-1.91-4.9q-1.92-1.93-6-1.94a8.26,8.26,0,0,0-5.4,1.58,5,5,0,0,0-1.92,4,4.27,4.27,0,0,0,2.18,3.71A22.51,22.51,0,0,0,29.15,48a60.73,60.73,0,0,1,8.7,2.32q11,4,11,13.93a13.49,13.49,0,0,1-6.08,11.46Q36.66,80,27,80a27.37,27.37,0,0,1-11.56-2.32,19.36,19.36,0,0,1-7.92-6.36,14.83,14.83,0,0,1-2.87-8.73H17.8a7.23,7.23,0,0,0,2.73,5.64,10.82,10.82,0,0,0,6.8,2,10,10,0,0,0,6-1.5A4.69,4.69,0,0,0,35.37,64.78Z"/><path d="M79.58,80q-11.39,0-18.54-7T53.89,54.44V53.1a31.28,31.28,0,0,1,3-14,22.21,22.21,0,0,1,8.54-9.47,24,24,0,0,1,12.61-3.33q10.62,0,16.73,6.7t6.1,19V57.7h-33a12.79,12.79,0,0,0,4,8.13,12.24,12.24,0,0,0,8.54,3.06q8,0,12.49-5.79l6.8,7.61a20.71,20.71,0,0,1-8.43,6.87A27.65,27.65,0,0,1,79.58,80ZM78,37.5a8.62,8.62,0,0,0-6.67,2.79,14.43,14.43,0,0,0-3.28,8H87.29V47.16A10.34,10.34,0,0,0,84.8,40,8.94,8.94,0,0,0,78,37.5Z"/><path d="M121.36,79.09H107.48V5.59h13.88Z"/><path d="M134.57,79.09V37.46h-7.71V27.31h7.71v-4.4q0-8.71,5-13.52t14-4.81a32.27,32.27,0,0,1,7,1l-.14,10.72a17.57,17.57,0,0,0-4.22-.43q-7.8,0-7.8,7.32v4.16h10.29V37.46H148.44V79.09Z"/><path d="M177.44,33a17.28,17.28,0,0,1,13.83-6.61q16.85,0,17.09,19.58V79.09H194.53V46.31q0-4.45-1.92-6.58t-6.36-2.13q-6.08,0-8.81,4.69v36.8H163.62V5.59h13.82Z"/><path d="M271.22,64.78a4.48,4.48,0,0,0-2.51-4,28.42,28.42,0,0,0-8.06-2.6q-18.48-3.88-18.47-15.7A14.22,14.22,0,0,1,247.9,31q5.72-4.62,15-4.62,9.86,0,15.77,4.65a14.64,14.64,0,0,1,5.91,12H270.7a6.68,6.68,0,0,0-1.92-4.9c-1.27-1.29-3.27-1.94-6-1.94a8.31,8.31,0,0,0-5.41,1.58,5,5,0,0,0-1.91,4,4.27,4.27,0,0,0,2.18,3.71A22.52,22.52,0,0,0,265,48a60.54,60.54,0,0,1,8.71,2.32q11,4,11,13.93a13.51,13.51,0,0,1-6.08,11.46Q272.52,80,262.9,80a27.37,27.37,0,0,1-11.56-2.32,19.24,19.24,0,0,1-7.92-6.36,14.83,14.83,0,0,1-2.87-8.73h13.11a7.23,7.23,0,0,0,2.73,5.64,10.79,10.79,0,0,0,6.79,2,10.07,10.07,0,0,0,6-1.5A4.71,4.71,0,0,0,271.22,64.78Z"/><path d="M308.17,14.58V27.31H317V37.46h-8.85V63.3a6.13,6.13,0,0,0,1.1,4.11c.73.83,2.13,1.25,4.21,1.25a22.24,22.24,0,0,0,4.06-.34V78.8A28.42,28.42,0,0,1,309.17,80q-14.55,0-14.83-14.69V37.46h-7.56V27.31h7.56V14.58Z"/><path d="M222.41,75.64a4.12,4.12,0,0,1,1.07-2.85,3.87,3.87,0,0,1,3-1.17,4,4,0,0,1,3,1.17,4.06,4.06,0,0,1,1.1,2.85,3.68,3.68,0,0,1-1.1,2.75,4.14,4.14,0,0,1-3,1.08,4,4,0,0,1-3-1.08A3.73,3.73,0,0,1,222.41,75.64Z"/></svg>

apps/client/src/assets/site.webmanifest

@@ -7,10 +7,16 @@
     {
       "sizes": "192x192",
       "src": "/assets/android-chrome-192x192.png",
-      "type": "image/png",
-      "purpose": "any maskable"
+      "type": "image/png"
     },
     {
+      "purpose": "any",
+      "sizes": "512x512",
+      "src": "/assets/android-chrome-512x512.png",
+      "type": "image/png"
+    },
+    {
+      "purpose": "maskable",
       "sizes": "512x512",
       "src": "/assets/android-chrome-512x512.png",
       "type": "image/png"
@@ -21,5 +27,5 @@
   "short_name": "Ghostfolio",
   "start_url": "/en/",
   "theme_color": "#FFFFFF",
-  "url": "https://www.ghostfol.io"
+  "url": "https://ghostfol.io"
 }