Merge branch 'main' of github.com:ghostfolio/ghostfolio

* Extend AI prompt API by mode

* Update changelog

CHANGELOG.md

@@ -5,6 +5,12 @@ 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).
 
+## Unreleased
+
+### Added
+
+- Added a _Copy portfolio data to clipboard for AI prompt_ action to the analysis page (experimental)
+
 ## 2.144.0 - 2025-03-06
 
 ### Fixed

apps/api/src/app/endpoints/ai/ai.controller.ts

@@ -6,9 +6,9 @@ import {
 } from '@ghostfolio/common/config';
 import { AiPromptResponse } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type { AiPromptMode, RequestWithUser } from '@ghostfolio/common/types';
 
-import { Controller, Get, Inject, UseGuards } from '@nestjs/common';
+import { Controller, Get, Inject, Param, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 
@@ -21,11 +21,14 @@ export class AiController {
     @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
 
-  @Get('prompt')
+  @Get('prompt/:mode')
   @HasPermission(permissions.readAiPrompt)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
-  public async getPrompt(): Promise<AiPromptResponse> {
+  public async getPrompt(
+    @Param('mode') mode: AiPromptMode
+  ): Promise<AiPromptResponse> {
     const prompt = await this.aiService.getPrompt({
+      mode,
       impersonationId: undefined,
       languageCode:
         this.request.user.Settings.settings.language ?? DEFAULT_LANGUAGE_CODE,

apps/api/src/app/endpoints/ai/ai.service.ts

@@ -1,4 +1,5 @@
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
+import type { AiPromptMode } from '@ghostfolio/common/types';
 
 import { Injectable } from '@nestjs/common';
 
@@ -9,11 +10,13 @@ export class AiService {
   public async getPrompt({
     impersonationId,
     languageCode,
+    mode,
     userCurrency,
     userId
   }: {
     impersonationId: string;
     languageCode: string;
+    mode: AiPromptMode;
     userCurrency: string;
     userId: string;
   }) {
@@ -43,6 +46,10 @@ export class AiService {
         )
     ];
 
+    if (mode === 'portfolio') {
+      return holdingsTable.join('\n');
+    }
+
     return [
       `You are a neutral financial assistant. Please analyze the following investment portfolio (base currency being ${userCurrency}) in simple words.`,
       ...holdingsTable,

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

@@ -13,7 +13,7 @@ import {
   User
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import { GroupBy } from '@ghostfolio/common/types';
+import type { AiPromptMode, GroupBy } from '@ghostfolio/common/types';
 import { translate } from '@ghostfolio/ui/i18n';
 
 import { Clipboard } from '@angular/cdk/clipboard';
@@ -171,9 +171,9 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
     this.fetchDividendsAndInvestments();
   }
 
-  public onCopyPromptToClipboard() {
+  public onCopyPromptToClipboard(mode: AiPromptMode) {
     this.dataService
-      .fetchPrompt()
+      .fetchPrompt(mode)
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ prompt }) => {
         this.clipboard.copy(prompt);

apps/client/src/app/pages/portfolio/analysis/analysis-page.html

@@ -16,7 +16,7 @@
             <button
               mat-menu-item
               [disabled]="!hasPermissionToReadAiPrompt"
-              (click)="onCopyPromptToClipboard()"
+              (click)="onCopyPromptToClipboard('portfolio')"
             >
               <span class="align-items-center d-flex">
                 @if (user?.subscription?.type === 'Basic') {
@@ -24,7 +24,25 @@
                 } @else {
                   <ion-icon class="mr-2" name="copy-outline" />
                 }
-                <ng-container i18n>Copy AI prompt to clipboard</ng-container>
+                <ng-container i18n
+                  >Copy portfolio data to clipboard for AI prompt</ng-container
+                >
+              </span>
+            </button>
+            <button
+              mat-menu-item
+              [disabled]="!hasPermissionToReadAiPrompt"
+              (click)="onCopyPromptToClipboard('analysis')"
+            >
+              <span class="align-items-center d-flex">
+                @if (user?.subscription?.type === 'Basic') {
+                  <gf-premium-indicator class="mr-2" />
+                } @else {
+                  <ion-icon class="mr-2" name="copy-outline" />
+                }
+                <ng-container i18n
+                  >Copy AI prompt to clipboard for analysis</ng-container
+                >
               </span>
             </button>
           </mat-menu>

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

@@ -46,7 +46,12 @@ import {
   User
 } from '@ghostfolio/common/interfaces';
 import { filterGlobalPermissions } from '@ghostfolio/common/permissions';
-import { AccountWithValue, DateRange, GroupBy } from '@ghostfolio/common/types';
+import type {
+  AccountWithValue,
+  AiPromptMode,
+  DateRange,
+  GroupBy
+} from '@ghostfolio/common/types';
 import { translate } from '@ghostfolio/ui/i18n';
 
 import { HttpClient, HttpParams } from '@angular/common/http';
@@ -650,8 +655,8 @@ export class DataService {
     return this.http.get<PortfolioReportResponse>('/api/v1/portfolio/report');
   }
 
-  public fetchPrompt() {
+  public fetchPrompt(mode: AiPromptMode) {
-    return this.http.get<AiPromptResponse>('/api/v1/ai/prompt');
+    return this.http.get<AiPromptResponse>(`/api/v1/ai/prompt/${mode}`);
   }
 
   public fetchPublicPortfolio(aAccessId: string) {

libs/common/src/lib/personal-finance-tools.ts

@@ -82,6 +82,16 @@ export const personalFinanceTools: Product[] = [
     regions: ['Global'],
     slogan: 'Take control of your financial future'
   },
+  {
+    founded: 2017,
+    hasFreePlan: true,
+    hasSelfHostingAbility: false,
+    key: 'coinstats',
+    name: 'CoinStats',
+    origin: 'Armenia',
+    pricingPerYear: '$168',
+    slogan: 'Manage All Your Wallets & Exchanges From One Place'
+  },
   {
     founded: 2013,
     hasFreePlan: true,
@@ -154,6 +164,7 @@ export const personalFinanceTools: Product[] = [
     name: 'Delta Investment Tracker',
     note: 'Acquired by eToro',
     origin: 'Belgium',
+    pricingPerYear: '$150',
     slogan: 'The app to track all your investments. Make smart moves only.'
   },
   {
@@ -252,6 +263,13 @@ export const personalFinanceTools: Product[] = [
     slogan:
       'The most convenient mobile application for personal finance accounting'
   },
+  {
+    founded: 2022,
+    key: 'fincake',
+    name: 'Fincake',
+    origin: 'British Virgin Islands',
+    slogan: 'Easy-to-use Portfolio Tracker'
+  },
   {
     founded: 2023,
     hasFreePlan: true,
@@ -340,6 +358,15 @@ export const personalFinanceTools: Product[] = [
     pricingPerYear: '€119',
     slogan: 'ETF portfolios made simple'
   },
+  {
+    founded: 2018,
+    hasFreePlan: true,
+    hasSelfHostingAbility: false,
+    key: 'koinly',
+    name: 'Koinly',
+    origin: 'Singapore',
+    slogan: 'Track all your crypto wallets in one place'
+  },
   {
     founded: 2016,
     hasFreePlan: true,
@@ -469,6 +496,16 @@ export const personalFinanceTools: Product[] = [
     slogan:
       'Track your equity, fund, investment trust, ETF and pension investments in one place.'
   },
+  {
+    founded: 2020,
+    hasFreePlan: true,
+    hasSelfHostingAbility: false,
+    key: 'nansen',
+    name: 'Crypto Portfolio Tracker by Nansen',
+    origin: 'Singapore',
+    pricingPerYear: '$1188',
+    slogan: 'Your Complete Crypto Portfolio, Reimagined'
+  },
   {
     founded: 2017,
     hasFreePlan: false,
@@ -634,6 +671,16 @@ export const personalFinanceTools: Product[] = [
     pricingPerYear: '€80',
     slogan: 'Stock Portfolio Tracker'
   },
+  {
+    founded: 2014,
+    hasFreePlan: true,
+    hasSelfHostingAbility: false,
+    key: 'simply-wallstreet',
+    name: 'Stock Portfolio Tracker & Visualizer by Simply Wall St',
+    origin: 'Australia',
+    pricingPerYear: '$120',
+    slogan: 'Smart portfolio tracker for informed investors'
+  },
   {
     founded: 2021,
     hasFreePlan: true,
@@ -706,6 +753,16 @@ export const personalFinanceTools: Product[] = [
     slogan:
       'Your financial life in a spreadsheet, automatically updated each day'
   },
+  {
+    founded: 2011,
+    hasFreePlan: false,
+    hasSelfHostingAbility: false,
+    key: 'tradervue',
+    name: 'Tradervue',
+    origin: 'United States',
+    pricingPerYear: '$360',
+    slogan: 'The Trading Journal to Improve Your Trading Performance'
+  },
   {
     hasFreePlan: true,
     hasSelfHostingAbility: false,

libs/common/src/lib/types/ai-prompt-mode.type.ts

@@ -0,0 +1 @@
+export type AiPromptMode = 'analysis' | 'portfolio';

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

@@ -2,6 +2,7 @@ import type { AccessType } from './access-type.type';
 import type { AccessWithGranteeUser } from './access-with-grantee-user.type';
 import type { AccountWithPlatform } from './account-with-platform.type';
 import type { AccountWithValue } from './account-with-value.type';
+import type { AiPromptMode } from './ai-prompt-mode.type';
 import type { BenchmarkTrend } from './benchmark-trend.type';
 import type { ColorScheme } from './color-scheme.type';
 import type { DateRange } from './date-range.type';
@@ -24,6 +25,7 @@ export type {
   AccessWithGranteeUser,
   AccountWithPlatform,
   AccountWithValue,
+  AiPromptMode,
   BenchmarkTrend,
   ColorScheme,
   DateRange,

libs/ui/src/lib/i18n.ts

@@ -70,9 +70,11 @@ const locales = {
   'South America': $localize`South America`,
 
   // Countries
+  Armenia: $localize`Armenia`,
   Australia: $localize`Australia`,
   Austria: $localize`Austria`,
   Belgium: $localize`Belgium`,
+  'British Virgin Islands': $localize`British Virgin Islands`,
   Bulgaria: $localize`Bulgaria`,
   Canada: $localize`Canada`,
   'Czech Republic': $localize`Czech Republic`,
@@ -86,6 +88,7 @@ const locales = {
   'New Zealand': $localize`New Zealand`,
   Poland: $localize`Poland`,
   Romania: $localize`Romania`,
+  Singapore: $localize`Singapore`,
   'South Africa': $localize`South Africa`,
   Switzerland: $localize`Switzerland`,
   Thailand: $localize`Thailand`,