Release 1.2.0 (#87)

* Add a dedicated pricing page

* Update changelog

.travis.yml

@@ -0,0 +1,9 @@
+language: node_js
+git:
+  depth: false
+node_js:
+  - 14
+before_script:
+  - yarn
+script:
+  - yarn format:check

CHANGELOG.md

@@ -5,6 +5,163 @@ 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).
 
+## 1.2.0 - 14.05.2021
+
+### Changed
+
+- Harmonized the style of various tables
+- Keep the color per type when switching between _Initial_ and _Current_ in pie charts
+- Upgraded `chart.js` from version `3.0.2` to `3.2.1`
+- Moved the pricing section to a dedicated page
+- Improved the style of the transaction filtering component
+
+### Fixed
+
+- Fixed the tooltips when switching between _Initial_ and _Current_ in pie charts
+
+## 1.1.0 - 11.05.2021
+
+### Added
+
+- Added a button to fetch the current market price in the create or edit transaction dialog
+
+### Changed
+
+- Improved the transaction filtering with multi filter support
+
+### Fixed
+
+- Fixed the filtering by account name in the transactions table
+- Fixed the active menu item state when a modal has opened
+
+## 1.0.0 - 05.05.2021
+
+### Added
+
+- Added the functionality to clone a transaction
+- Added a _Google Play_ badge on the landing page
+
+### Changed
+
+- Changed to maskable icons
+
+## 0.99.0 - 03.05.2021
+
+### Added
+
+- Added support for deleting users in the admin control panel
+
+### Changed
+
+- Eliminated the platform attribute from the transaction model
+
+## 0.98.0 - 02.05.2021
+
+### Added
+
+- Added the logic to create and update accounts
+
+## 0.97.0 - 01.05.2021
+
+### Added
+
+- Added an account page as a preparation for the multi accounts support
+
+## 0.96.0 - 30.04.2021
+
+### Added
+
+- Added the absolute change to the position detail dialog
+- Added the number of transactions to the position detail dialog
+
+### Changed
+
+- Harmonized the slogan to "Open Source Portfolio Tracker"
+
+## 0.95.0 - 28.04.2021
+
+### Added
+
+- Added a data source attribute to the transactions model
+
+## 0.94.0 - 27.04.2021
+
+### Added
+
+- Added the generic scraper symbols to the symbol lookup results
+
+## 0.93.0 - 26.04.2021
+
+### Changed
+
+- Improved the user table styling of the admin control panel
+- Improved the background colors in the dark mode
+
+## 0.92.0 - 25.04.2021
+
+### Added
+
+- Prepared further for multi accounts support: store account for new transactions
+- Added a horizontal scrollbar to the user table of the admin control panel
+
+### Fixed
+
+- Fixed an issue in the header with outdated data
+- Fixed an issue on the about page with outdated data
+
+## 0.91.0 - 25.04.2021
+
+### Added
+
+- Extended the support for feature flags to simplify the initial project setup
+- Prepared for multi accounts support
+
+### Changed
+
+- Improved the styling of the rules in the _X-ray_ section
+
+## 0.90.0 - 22.04.2021
+
+### Added
+
+- Added the symbol logo to the position detail dialog
+- Introduced a third option for the market state: `delayed` (besides `open` and `closed`)
+
+### Changed
+
+- Improved the user table of the admin control panel
+
+## 0.89.0 - 21.04.2021
+
+### Added
+
+- Added a prettifier (pipe) for generic scraper symbols
+
+### Fixed
+
+- Fixed the text truncation in buttons of the admin control panel
+
+## 0.88.0 - 20.04.2021
+
+### Changed
+
+- Reverted the restoring of the scroll position when opening a new page
+
+### Fixed
+
+- Fixed the frozen screen if the token has expired
+- Fixed some issues in the generic scraper
+
+## 0.87.0 - 19.04.2021
+
+### Added
+
+- Added a generic scraper
+
+### Fixed
+
+- Fixed an issue in the user table of the admin control panel with missing data
+
 ## 0.86.1 - 18.04.2021
 
 ### Added
@@ -18,7 +175,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Changed the about page for the new license
 - Optimized the data management for historical data
 - Optimized the exchange rate service
-- Improved the user table in the admin control panel
+- Improved the user table of the admin control panel
 
 ### Fixed
 
@@ -53,7 +210,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Fixed
 
 - Fixed an issue in the portfolio update on deleting a transaction
-- Fixed an issue in the _X-Ray_ section (missing redirection on logout)
+- Fixed an issue in the _X-ray_ section (missing redirection on logout)
 
 ## 0.82.0 - 10.04.2021
 
@@ -126,7 +283,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Grouped the _X-Ray_ section visually in _Currency Cluster Risk_ and _Platform Cluster Risk_
+- Grouped the _X-ray_ section visually in _Currency Cluster Risk_ and _Platform Cluster Risk_
 
 ## 0.76.0 - 02.04.2021
 
@@ -138,7 +295,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Fixed
 
-- Fixed an issue in the _X-Ray_ section (empty portfolio)
+- Fixed an issue in the _X-ray_ section (empty portfolio)
 
 ## 0.75.0 - 01.04.2021
 
@@ -151,7 +308,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Added
 
 - Added a _Create Account_ message in the _Live Demo_
-- Added skeleton loaders to the _X-Ray_ section
+- Added skeleton loaders to the _X-ray_ section
 
 ### Changed
 
@@ -167,7 +324,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Improved the intro text in the _X-Ray_ section
+- Improved the intro text in the _X-ray_ section
 
 ### Fixed
 
@@ -183,7 +340,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added an intro text to the _X-Ray_ section
+- Added an intro text to the _X-ray_ section
 
 ### Changed
 
@@ -202,7 +359,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Improved the styling in the _X-Ray_ section
+- Improved the styling in the _X-ray_ section
 
 ## 0.70.0 - 27.03.2021
 
@@ -210,7 +367,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Added the current _Fear & Greed Index_ as text
 - Extended the landing page text: _Ghostfolio_ empowers busy folks...
-- Added the first static portfolio analysis rule in the brand new _X-Ray_ section
+- Added the first static portfolio analysis rule in the brand new _X-ray_ section
 
 ### Changed
 

README.md

@@ -7,8 +7,11 @@
     <a href="https://ghostfol.io"><strong>Live Demo</strong></a>
   </p>
   <p>
+    <a href="https://travis-ci.org/github/ghostfolio/ghostfolio" rel="nofollow">
+      <img src="https://travis-ci.org/ghostfolio/ghostfolio.svg?branch=main" alt="Build Status"/>
+    </a>
     <a href="https://www.gnu.org/licenses/agpl-3.0" rel="nofollow">
-      <img src="https://img.shields.io/badge/License-AGPL%20v3-blue.svg" alt="License: AGPL v3">
+      <img src="https://img.shields.io/badge/License-AGPL%20v3-blue.svg" alt="License: AGPL v3"/>
     </a>
   </p>
 </div>
@@ -45,38 +48,42 @@ Ghostfolio is for you if you are...
 - ✅ Static analysis to identify potential risks in your portfolio
 - ✅ Dark Mode
 
-## Technology
+## Technology Stack
 
 Ghostfolio is a modern web application written in [TypeScript](https://www.typescriptlang.org) and organized as an [Nx](https://nx.dev) workspace.
 
-### Frontend
-
-The frontend is built with [Angular](https://angular.io).
-
 ### Backend
 
 The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://www.postgresql.org) as a database and [Redis](https://redis.io) for caching.
 
+### Frontend
+
+The frontend is built with [Angular](https://angular.io).
+
 ## Getting Started
 
 ### Prerequisites
 
-- [Node.js](https://nodejs.org/en/download)
+- [Node.js](https://nodejs.org/en/download) (version 14+)
 - [Yarn](https://yarnpkg.com/en/docs/install)
 - [Docker](https://www.docker.com/products/docker-desktop)
 
 ### Setup
 
 1. Run `yarn install`
-2. Run `cd docker`
-3. Run `docker compose build`
-4. Run `docker compose up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
-5. Run `yarn setup:database` to initialize the database schema and populate your database with (example) data
-6. Start server and client (see _Development_)
-7. Login as _Admin_ with the following _Security Token_: `ae76872ae8f3419c6d6f64bf51888ecbcc703927a342d815fafe486acdb938da07d0cf44fca211a0be74a423238f535362d390a41e81e633a9ce668a6e31cdf9`
+1. Run `cd docker`
+1. Run `docker compose up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
+1. Run `cd -` to go back to the project root directory
+1. Run `yarn setup:database` to initialize the database schema and populate your database with (example) data
+1. Start server and client (see [_Development_](#Development))
+1. Login as _Admin_ with the following _Security Token_: `ae76872ae8f3419c6d6f64bf51888ecbcc703927a342d815fafe486acdb938da07d0cf44fca211a0be74a423238f535362d390a41e81e633a9ce668a6e31cdf9`
+1. Go to the _Admin Control Panel_ and press _Gather All Data_ to fetch historical data
+1. Press _Sign out_ and check out the _Live Demo_
 
 ## Development
 
+Please make sure you have completed the instructions from [_Setup_](#Setup)
+
 ### Start server
 
 - Debug: Run `yarn watch:server` and click "Launch Program" in _Visual Studio Code_
@@ -92,4 +99,6 @@ Run `yarn test`
 
 ## License
 
+© 2021 [Ghostfolio](https://ghostfol.io)
+
 Licensed under the [AGPLv3 License](https://www.gnu.org/licenses/agpl-3.0.html).

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

@@ -1,7 +1,7 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
 import { Controller, Get, Inject, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { RequestWithUser } from 'apps/api/src/app/interfaces/request-with-user.type';
 
 import { AccessService } from './access.service';
 import { Access } from './interfaces/access.interface';

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

@@ -1,6 +1,6 @@
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
 
-import { PrismaService } from '../../services/prisma.service';
 import { AccessController } from './access.controller';
 import { AccessService } from './access.service';
 

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

@@ -1,7 +1,7 @@
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Injectable } from '@nestjs/common';
 import { Prisma } from '@prisma/client';
 
-import { PrismaService } from '../../services/prisma.service';
 import { AccessWithGranteeUser } from './interfaces/access-with-grantee-user.type';
 
 @Injectable()

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

@@ -0,0 +1,237 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { getPermissions, hasPermission, permissions } from '@ghostfolio/helper';
+import {
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Headers,
+  HttpException,
+  Inject,
+  Param,
+  Post,
+  Put,
+  UseGuards
+} from '@nestjs/common';
+import { REQUEST } from '@nestjs/core';
+import { AuthGuard } from '@nestjs/passport';
+import { Account as AccountModel, Order } from '@prisma/client';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+
+import { AccountService } from './account.service';
+import { CreateAccountDto } from './create-account.dto';
+import { UpdateAccountDto } from './update-account.dto';
+
+@Controller('account')
+export class AccountController {
+  public constructor(
+    private readonly accountService: AccountService,
+    private readonly impersonationService: ImpersonationService,
+    @Inject(REQUEST) private readonly request: RequestWithUser
+  ) {}
+
+  @Delete(':id')
+  @UseGuards(AuthGuard('jwt'))
+  public async deleteAccount(@Param('id') id: string): Promise<AccountModel> {
+    if (
+      !hasPermission(
+        getPermissions(this.request.user.role),
+        permissions.deleteAccount
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const account = await this.accountService.accountWithOrders(
+      {
+        id_userId: {
+          id,
+          userId: this.request.user.id
+        }
+      },
+      { Order: true }
+    );
+
+    if (account?.isDefault || account?.Order.length > 0) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.accountService.deleteAccount(
+      {
+        id_userId: {
+          id,
+          userId: this.request.user.id
+        }
+      },
+      this.request.user.id
+    );
+  }
+
+  @Get()
+  @UseGuards(AuthGuard('jwt'))
+  public async getAllAccounts(
+    @Headers('impersonation-id') impersonationId
+  ): Promise<AccountModel[]> {
+    const impersonationUserId = await this.impersonationService.validateImpersonationId(
+      impersonationId,
+      this.request.user.id
+    );
+
+    let accounts = await this.accountService.accounts({
+      include: { Order: true, Platform: true },
+      orderBy: { name: 'asc' },
+      where: { userId: impersonationUserId || this.request.user.id }
+    });
+
+    if (
+      impersonationUserId &&
+      !hasPermission(
+        getPermissions(this.request.user.role),
+        permissions.readForeignPortfolio
+      )
+    ) {
+      accounts = nullifyValuesInObjects(accounts, [
+        'fee',
+        'quantity',
+        'unitPrice'
+      ]);
+    }
+
+    return accounts;
+  }
+
+  @Get(':id')
+  @UseGuards(AuthGuard('jwt'))
+  public async getAccountById(@Param('id') id: string): Promise<AccountModel> {
+    return this.accountService.account({
+      id_userId: {
+        id,
+        userId: this.request.user.id
+      }
+    });
+  }
+
+  @Post()
+  @UseGuards(AuthGuard('jwt'))
+  public async createAccount(
+    @Body() data: CreateAccountDto
+  ): Promise<AccountModel> {
+    if (
+      !hasPermission(
+        getPermissions(this.request.user.role),
+        permissions.createAccount
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    if (data.platformId) {
+      const platformId = data.platformId;
+      delete data.platformId;
+
+      return this.accountService.createAccount(
+        {
+          ...data,
+          Platform: { connect: { id: platformId } },
+          User: { connect: { id: this.request.user.id } }
+        },
+        this.request.user.id
+      );
+    } else {
+      delete data.platformId;
+
+      return this.accountService.createAccount(
+        {
+          ...data,
+          User: { connect: { id: this.request.user.id } }
+        },
+        this.request.user.id
+      );
+    }
+  }
+
+  @Put(':id')
+  @UseGuards(AuthGuard('jwt'))
+  public async update(@Param('id') id: string, @Body() data: UpdateAccountDto) {
+    if (
+      !hasPermission(
+        getPermissions(this.request.user.role),
+        permissions.updateAccount
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const originalAccount = await this.accountService.account({
+      id_userId: {
+        id,
+        userId: this.request.user.id
+      }
+    });
+
+    if (!originalAccount) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    if (data.platformId) {
+      const platformId = data.platformId;
+      delete data.platformId;
+
+      return this.accountService.updateAccount(
+        {
+          data: {
+            ...data,
+            Platform: { connect: { id: platformId } },
+            User: { connect: { id: this.request.user.id } }
+          },
+          where: {
+            id_userId: {
+              id,
+              userId: this.request.user.id
+            }
+          }
+        },
+        this.request.user.id
+      );
+    } else {
+      // platformId is null, remove it
+      delete data.platformId;
+
+      return this.accountService.updateAccount(
+        {
+          data: {
+            ...data,
+            Platform: originalAccount.platformId
+              ? { disconnect: true }
+              : undefined,
+            User: { connect: { id: this.request.user.id } }
+          },
+          where: {
+            id_userId: {
+              id,
+              userId: this.request.user.id
+            }
+          }
+        },
+        this.request.user.id
+      );
+    }
+  }
+}

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

@@ -0,0 +1,30 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
+import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { Module } from '@nestjs/common';
+
+import { RedisCacheModule } from '../redis-cache/redis-cache.module';
+import { AccountController } from './account.controller';
+import { AccountService } from './account.service';
+
+@Module({
+  imports: [RedisCacheModule],
+  controllers: [AccountController],
+  providers: [
+    AccountService,
+    AlphaVantageService,
+    ConfigurationService,
+    DataProviderService,
+    GhostfolioScraperApiService,
+    ImpersonationService,
+    PrismaService,
+    RakutenRapidApiService,
+    YahooFinanceService
+  ]
+})
+export class AccountModule {}

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

@@ -0,0 +1,89 @@
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { Injectable } from '@nestjs/common';
+import { Account, Order, Prisma } from '@prisma/client';
+
+import { RedisCacheService } from '../redis-cache/redis-cache.service';
+
+@Injectable()
+export class AccountService {
+  public constructor(
+    private readonly redisCacheService: RedisCacheService,
+    private prisma: PrismaService
+  ) {}
+
+  public async account(
+    accountWhereUniqueInput: Prisma.AccountWhereUniqueInput
+  ): Promise<Account | null> {
+    return this.prisma.account.findUnique({
+      where: accountWhereUniqueInput
+    });
+  }
+
+  public async accountWithOrders(
+    accountWhereUniqueInput: Prisma.AccountWhereUniqueInput,
+    accountInclude: Prisma.AccountInclude
+  ): Promise<
+    Account & {
+      Order?: Order[];
+    }
+  > {
+    return this.prisma.account.findUnique({
+      include: accountInclude,
+      where: accountWhereUniqueInput
+    });
+  }
+
+  public async accounts(params: {
+    include?: Prisma.AccountInclude;
+    skip?: number;
+    take?: number;
+    cursor?: Prisma.AccountWhereUniqueInput;
+    where?: Prisma.AccountWhereInput;
+    orderBy?: Prisma.AccountOrderByInput;
+  }): Promise<Account[]> {
+    const { include, skip, take, cursor, where, orderBy } = params;
+
+    return this.prisma.account.findMany({
+      cursor,
+      include,
+      orderBy,
+      skip,
+      take,
+      where
+    });
+  }
+
+  public async createAccount(
+    data: Prisma.AccountCreateInput,
+    aUserId: string
+  ): Promise<Account> {
+    return this.prisma.account.create({
+      data
+    });
+  }
+
+  public async deleteAccount(
+    where: Prisma.AccountWhereUniqueInput,
+    aUserId: string
+  ): Promise<Account> {
+    this.redisCacheService.remove(`${aUserId}.portfolio`);
+
+    return this.prisma.account.delete({
+      where
+    });
+  }
+
+  public async updateAccount(
+    params: {
+      where: Prisma.AccountWhereUniqueInput;
+      data: Prisma.AccountUpdateInput;
+    },
+    aUserId: string
+  ): Promise<Account> {
+    const { data, where } = params;
+    return this.prisma.account.update({
+      data,
+      where
+    });
+  }
+}

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

@@ -0,0 +1,14 @@
+import { AccountType } from '@prisma/client';
+import { IsString, ValidateIf } from 'class-validator';
+
+export class CreateAccountDto {
+  @IsString()
+  accountType: AccountType;
+
+  @IsString()
+  name: string;
+
+  @IsString()
+  @ValidateIf((object, value) => value !== null)
+  platformId: string | null;
+}

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

@@ -0,0 +1,17 @@
+import { AccountType } from '@prisma/client';
+import { IsString, ValidateIf } from 'class-validator';
+
+export class UpdateAccountDto {
+  @IsString()
+  accountType: AccountType;
+
+  @IsString()
+  id: string;
+
+  @IsString()
+  name: string;
+
+  @IsString()
+  @ValidateIf((object, value) => value !== null)
+  platformId: string | null;
+}

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

@@ -1,3 +1,6 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { getPermissions, hasPermission, permissions } from '@ghostfolio/helper';
 import {
   Controller,
   Get,
@@ -8,11 +11,8 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { RequestWithUser } from 'apps/api/src/app/interfaces/request-with-user.type';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
-import { getPermissions, hasPermission, permissions } from 'libs/helper/src';
 
-import { DataGatheringService } from '../../services/data-gathering.service';
 import { AdminService } from './admin.service';
 import { AdminData } from './interfaces/admin-data.interface';
 

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

@@ -1,13 +1,14 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
+import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { DataGatheringService } from '../../services/data-gathering.service';
-import { DataProviderService } from '../../services/data-provider.service';
-import { AlphaVantageService } from '../../services/data-provider/alpha-vantage/alpha-vantage.service';
-import { RakutenRapidApiService } from '../../services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
-import { YahooFinanceService } from '../../services/data-provider/yahoo-finance/yahoo-finance.service';
-import { ExchangeRateDataService } from '../../services/exchange-rate-data.service';
-import { PrismaService } from '../../services/prisma.service';
 import { AdminController } from './admin.controller';
 import { AdminService } from './admin.service';
 
@@ -21,6 +22,7 @@ import { AdminService } from './admin.service';
     DataGatheringService,
     DataProviderService,
     ExchangeRateDataService,
+    GhostfolioScraperApiService,
     PrismaService,
     RakutenRapidApiService,
     YahooFinanceService

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

@@ -1,8 +1,8 @@
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Injectable } from '@nestjs/common';
 import { Currency } from '@prisma/client';
 
-import { ExchangeRateDataService } from '../../services/exchange-rate-data.service';
-import { PrismaService } from '../../services/prisma.service';
 import { AdminData } from './interfaces/admin-data.interface';
 
 @Injectable()
@@ -97,7 +97,7 @@ export class AdminService {
       },
       select: {
         _count: {
-          select: { Order: true }
+          select: { Account: true, Order: true }
         },
         alias: true,
         Analytics: {
@@ -109,7 +109,12 @@ export class AdminService {
         createdAt: true,
         id: true
       },
-      take: 20
+      take: 20,
+      where: {
+        NOT: {
+          Analytics: null
+        }
+      }
     });
   }
 }

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

@@ -10,11 +10,13 @@ import { CronService } from '../services/cron.service';
 import { DataGatheringService } from '../services/data-gathering.service';
 import { DataProviderService } from '../services/data-provider.service';
 import { AlphaVantageService } from '../services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '../services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
 import { RakutenRapidApiService } from '../services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
 import { YahooFinanceService } from '../services/data-provider/yahoo-finance/yahoo-finance.service';
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
 import { PrismaService } from '../services/prisma.service';
 import { AccessModule } from './access/access.module';
+import { AccountModule } from './account/account.module';
 import { AdminModule } from './admin/admin.module';
 import { AppController } from './app.controller';
 import { AuthModule } from './auth/auth.module';
@@ -31,6 +33,7 @@ import { UserModule } from './user/user.module';
   imports: [
     AdminModule,
     AccessModule,
+    AccountModule,
     AuthModule,
     CacheModule,
     ConfigModule.forRoot(),
@@ -65,6 +68,7 @@ import { UserModule } from './user/user.module';
     DataGatheringService,
     DataProviderService,
     ExchangeRateDataService,
+    GhostfolioScraperApiService,
     PrismaService,
     RakutenRapidApiService,
     YahooFinanceService

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

@@ -1,3 +1,4 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import {
   Controller,
   Get,
@@ -10,7 +11,6 @@ import {
 import { AuthGuard } from '@nestjs/passport';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
-import { ConfigurationService } from '../../services/configuration.service';
 import { AuthService } from './auth.service';
 
 @Controller('auth')

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

@@ -1,8 +1,8 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { PrismaService } from '../../services/prisma.service';
 import { UserService } from '../user/user.service';
 import { AuthController } from './auth.controller';
 import { AuthService } from './auth.service';

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

@@ -1,7 +1,7 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { Injectable, InternalServerErrorException } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 
-import { ConfigurationService } from '../../services/configuration.service';
 import { UserService } from '../user/user.service';
 import { ValidateOAuthLoginParams } from './interfaces/interfaces';
 

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

@@ -1,9 +1,9 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { Injectable } from '@nestjs/common';
 import { PassportStrategy } from '@nestjs/passport';
 import { Provider } from '@prisma/client';
 import { Strategy } from 'passport-google-oauth20';
 
-import { ConfigurationService } from '../../services/configuration.service';
 import { AuthService } from './auth.service';
 
 @Injectable()

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

@@ -1,9 +1,9 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Injectable, UnauthorizedException } from '@nestjs/common';
 import { PassportStrategy } from '@nestjs/passport';
 import { ExtractJwt, Strategy } from 'passport-jwt';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { PrismaService } from '../../services/prisma.service';
 import { UserService } from '../user/user.service';
 
 @Injectable()

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

@@ -1,7 +1,7 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
 import { Controller, Inject, Param, Post, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { RequestWithUser } from 'apps/api/src/app/interfaces/request-with-user.type';
 
 import { RedisCacheService } from '../redis-cache/redis-cache.service';
 import { CacheService } from './cache.service';

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

@@ -1,6 +1,6 @@
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
 
-import { PrismaService } from '../../services/prisma.service';
 import { RedisCacheModule } from '../redis-cache/redis-cache.module';
 import { CacheController } from './cache.controller';
 import { CacheService } from './cache.service';

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

@@ -1,7 +1,5 @@
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Injectable } from '@nestjs/common';
-import { Prisma, User } from '@prisma/client';
-
-import { PrismaService } from '../../services/prisma.service';
 
 @Injectable()
 export class CacheService {

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

@@ -1,3 +1,9 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import {
+  baseCurrency,
+  benchmarks,
+  isApiTokenAuthorized
+} from '@ghostfolio/helper';
 import {
   Body,
   Controller,
@@ -9,11 +15,8 @@ import {
   Post
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
-import { RequestWithUser } from 'apps/api/src/app/interfaces/request-with-user.type';
 import { parse } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
-import { baseCurrency, benchmarks } from 'libs/helper/src';
-import { isApiTokenAuthorized } from 'libs/helper/src';
 
 import { CreateOrderDto } from './create-order.dto';
 import { ExperimentalService } from './experimental.service';

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

@@ -1,13 +1,14 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
+import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { RulesService } from '@ghostfolio/api/services/rules.service';
 import { Module } from '@nestjs/common';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { DataProviderService } from '../../services/data-provider.service';
-import { AlphaVantageService } from '../../services/data-provider/alpha-vantage/alpha-vantage.service';
-import { RakutenRapidApiService } from '../../services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
-import { YahooFinanceService } from '../../services/data-provider/yahoo-finance/yahoo-finance.service';
-import { ExchangeRateDataService } from '../../services/exchange-rate-data.service';
-import { PrismaService } from '../../services/prisma.service';
-import { RulesService } from '../../services/rules.service';
 import { ExperimentalController } from './experimental.controller';
 import { ExperimentalService } from './experimental.service';
 
@@ -20,6 +21,7 @@ import { ExperimentalService } from './experimental.service';
     DataProviderService,
     ExchangeRateDataService,
     ExperimentalService,
+    GhostfolioScraperApiService,
     PrismaService,
     RakutenRapidApiService,
     RulesService,

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

@@ -1,13 +1,13 @@
+import { Portfolio } from '@ghostfolio/api/models/portfolio';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { RulesService } from '@ghostfolio/api/services/rules.service';
 import { Injectable } from '@nestjs/common';
 import { Currency, Type } from '@prisma/client';
 import { parseISO } from 'date-fns';
 
-import { Portfolio } from '../../models/portfolio';
-import { DataProviderService } from '../../services/data-provider.service';
-import { ExchangeRateDataService } from '../../services/exchange-rate-data.service';
-import { PrismaService } from '../../services/prisma.service';
-import { RulesService } from '../../services/rules.service';
-import { OrderWithPlatform } from '../order/interfaces/order-with-platform.type';
+import { OrderWithAccount } from '../order/interfaces/order-with-account.type';
 import { CreateOrderDto } from './create-order.dto';
 import { Data } from './interfaces/data.interface';
 
@@ -33,10 +33,13 @@ export class ExperimentalService {
     aDate: Date,
     aBaseCurrency: Currency
   ): Promise<Data> {
-    const ordersWithPlatform: OrderWithPlatform[] = aOrders.map((order) => {
+    const ordersWithPlatform: OrderWithAccount[] = aOrders.map((order) => {
       return {
         ...order,
+        accountId: undefined,
+        accountUserId: undefined,
         createdAt: new Date(),
+        dataSource: undefined,
         date: parseISO(order.date),
         fee: 0,
         id: undefined,

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

@@ -1,8 +1,8 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { PrismaService } from '../../services/prisma.service';
 import { InfoController } from './info.controller';
 import { InfoService } from './info.service';
 

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

@@ -1,10 +1,10 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { permissions } from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 import { Currency } from '@prisma/client';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { PrismaService } from '../../services/prisma.service';
 import { InfoItem } from './interfaces/info-item.interface';
 
 @Injectable()
@@ -26,7 +26,11 @@ export class InfoService {
     const globalPermissions: string[] = [];
 
     if (this.configurationService.get('ENABLE_FEATURE_SOCIAL_LOGIN')) {
-      globalPermissions.push(permissions.useSocialLogin);
+      globalPermissions.push(permissions.enableSocialLogin);
+    }
+
+    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
+      globalPermissions.push(permissions.enableSubscription);
     }
 
     return {

apps/api/src/app/interfaces/user-with-settings.ts

@@ -1,3 +1,6 @@
-import { Settings, User } from '@prisma/client';
+import { Account, Settings, User } from '@prisma/client';
 
-export type UserWithSettings = User & { Settings: Settings };
+export type UserWithSettings = User & {
+  Account: Account[];
+  Settings: Settings;
+};

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

@@ -1,20 +1,22 @@
-import { Currency, Type } from '@prisma/client';
+import { Currency, DataSource, Type } from '@prisma/client';
 import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class CreateOrderDto {
+  @IsString()
+  accountId: string;
+
   @IsString()
   currency: Currency;
 
+  @IsString()
+  dataSource: DataSource;
+
   @IsISO8601()
   date: string;
 
   @IsNumber()
   fee: number;
 
-  @IsString()
-  @ValidateIf((object, value) => value !== null)
-  platformId: string | null;
-
   @IsNumber()
   quantity: number;
 

apps/api/src/app/order/interfaces/order-with-account.type.ts

@@ -0,0 +1,5 @@
+import { Account, Order, Platform } from '@prisma/client';
+
+type AccountWithPlatform = Account & { Platform?: Platform };
+
+export type OrderWithAccount = Order & { Account?: AccountWithPlatform };

apps/api/src/app/order/interfaces/order-with-platform.type.ts

@@ -1,3 +0,0 @@
-import { Order, Platform } from '@prisma/client';
-
-export type OrderWithPlatform = Order & { Platform?: Platform };

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

@@ -1,3 +1,7 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { getPermissions, hasPermission, permissions } from '@ghostfolio/helper';
 import {
   Body,
   Controller,
@@ -14,13 +18,9 @@ import {
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { Order as OrderModel } from '@prisma/client';
-import { RequestWithUser } from 'apps/api/src/app/interfaces/request-with-user.type';
 import { parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
-import { getPermissions, hasPermission, permissions } from 'libs/helper/src';
 
-import { nullifyValuesInObjects } from '../../helper/object.helper';
-import { ImpersonationService } from '../../services/impersonation.service';
 import { CreateOrderDto } from './create-order.dto';
 import { OrderService } from './order.service';
 import { UpdateOrderDto } from './update-order.dto';
@@ -71,7 +71,11 @@ export class OrderController {
 
     let orders = await this.orderService.orders({
       include: {
-        Platform: true
+        Account: {
+          include: {
+            Platform: true
+          }
+        }
       },
       orderBy: { date: 'desc' },
       where: { userId: impersonationUserId || this.request.user.id }
@@ -118,31 +122,22 @@ export class OrderController {
 
     const date = parseISO(data.date);
 
-    if (data.platformId) {
-      const platformId = data.platformId;
-      delete data.platformId;
+    const accountId = data.accountId;
+    delete data.accountId;
 
-      return this.orderService.createOrder(
-        {
-          ...data,
-          date,
-          Platform: { connect: { id: platformId } },
-          User: { connect: { id: this.request.user.id } }
+    return this.orderService.createOrder(
+      {
+        ...data,
+        date,
+        Account: {
+          connect: {
+            id_userId: { id: accountId, userId: this.request.user.id }
+          }
         },
-        this.request.user.id
-      );
-    } else {
-      delete data.platformId;
-
-      return this.orderService.createOrder(
-        {
-          ...data,
-          date,
-          User: { connect: { id: this.request.user.id } }
-        },
-        this.request.user.id
-      );
-    }
+        User: { connect: { id: this.request.user.id } }
+      },
+      this.request.user.id
+    );
   }
 
   @Put(':id')
@@ -167,52 +162,38 @@ export class OrderController {
       }
     });
 
-    const date = parseISO(data.date);
-
-    if (data.platformId) {
-      const platformId = data.platformId;
-      delete data.platformId;
-
-      return this.orderService.updateOrder(
-        {
-          data: {
-            ...data,
-            date,
-            Platform: { connect: { id: platformId } },
-            User: { connect: { id: this.request.user.id } }
-          },
-          where: {
-            id_userId: {
-              id,
-              userId: this.request.user.id
-            }
-          }
-        },
-        this.request.user.id
-      );
-    } else {
-      // platformId is null, remove it
-      delete data.platformId;
-
-      return this.orderService.updateOrder(
-        {
-          data: {
-            ...data,
-            date,
-            Platform: originalOrder.platformId
-              ? { disconnect: true }
-              : undefined,
-            User: { connect: { id: this.request.user.id } }
-          },
-          where: {
-            id_userId: {
-              id,
-              userId: this.request.user.id
-            }
-          }
-        },
-        this.request.user.id
+    if (!originalOrder) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
       );
     }
+
+    const date = parseISO(data.date);
+
+    const accountId = data.accountId;
+    delete data.accountId;
+
+    return this.orderService.updateOrder(
+      {
+        data: {
+          ...data,
+          date,
+          Account: {
+            connect: {
+              id_userId: { id: accountId, userId: this.request.user.id }
+            }
+          },
+          User: { connect: { id: this.request.user.id } }
+        },
+        where: {
+          id_userId: {
+            id,
+            userId: this.request.user.id
+          }
+        }
+      },
+      this.request.user.id
+    );
   }
 }

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

@@ -1,13 +1,14 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
+import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { DataGatheringService } from '../../services/data-gathering.service';
-import { DataProviderService } from '../../services/data-provider.service';
-import { AlphaVantageService } from '../../services/data-provider/alpha-vantage/alpha-vantage.service';
-import { RakutenRapidApiService } from '../../services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
-import { YahooFinanceService } from '../../services/data-provider/yahoo-finance/yahoo-finance.service';
-import { ImpersonationService } from '../../services/impersonation.service';
-import { PrismaService } from '../../services/prisma.service';
 import { CacheService } from '../cache/cache.service';
 import { RedisCacheModule } from '../redis-cache/redis-cache.module';
 import { OrderController } from './order.controller';
@@ -22,6 +23,7 @@ import { OrderService } from './order.service';
     ConfigurationService,
     DataGatheringService,
     DataProviderService,
+    GhostfolioScraperApiService,
     ImpersonationService,
     OrderService,
     PrismaService,

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

@@ -1,11 +1,11 @@
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Injectable } from '@nestjs/common';
 import { Order, Prisma } from '@prisma/client';
 
-import { DataGatheringService } from '../../services/data-gathering.service';
-import { PrismaService } from '../../services/prisma.service';
 import { CacheService } from '../cache/cache.service';
 import { RedisCacheService } from '../redis-cache/redis-cache.service';
-import { OrderWithPlatform } from './interfaces/order-with-platform.type';
+import { OrderWithAccount } from './interfaces/order-with-account.type';
 
 @Injectable()
 export class OrderService {
@@ -31,7 +31,7 @@ export class OrderService {
     cursor?: Prisma.OrderWhereUniqueInput;
     where?: Prisma.OrderWhereInput;
     orderBy?: Prisma.OrderOrderByInput;
-  }): Promise<OrderWithPlatform[]> {
+  }): Promise<OrderWithAccount[]> {
     const { include, skip, take, cursor, where, orderBy } = params;
 
     return this.prisma.order.findMany({

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

@@ -1,20 +1,22 @@
-import { Currency, Type } from '@prisma/client';
+import { Currency, DataSource, Type } from '@prisma/client';
 import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class UpdateOrderDto {
+  @IsString()
+  accountId: string;
+
   @IsString()
   currency: Currency;
 
+  @IsString()
+  dataSource: DataSource;
+
   @IsISO8601()
   date: string;
 
   @IsNumber()
   fee: number;
 
-  @IsString()
-  @ValidateIf((object, value) => value !== null)
-  platformId: string | null;
-
   @IsString()
   id: string;
 

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

@@ -16,4 +16,5 @@ export interface Position {
   investmentInOriginalCurrency?: number;
   marketPrice?: number;
   quantity: number;
+  transactionCount: number;
 }

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

@@ -1,6 +1,8 @@
+import { Currency } from '@prisma/client';
+
 export interface PortfolioPositionDetail {
   averagePrice: number;
-  currency: string;
+  currency: Currency;
   firstBuyDate: string;
   grossPerformance: number;
   grossPerformancePercent: number;
@@ -11,6 +13,7 @@ export interface PortfolioPositionDetail {
   minPrice: number;
   quantity: number;
   symbol: string;
+  transactionCount: number;
 }
 
 export interface HistoricalDataItem {

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

@@ -1,24 +1,26 @@
+import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { Currency } from '@prisma/client';
 
 export interface PortfolioPosition {
+  accounts: {
+    [name: string]: { current: number; original: number };
+  };
   currency: Currency;
   exchange?: string;
   grossPerformance: number;
   grossPerformancePercent: number;
   industry?: string;
   investment: number;
-  isMarketOpen: boolean;
   marketChange?: number;
   marketChangePercent?: number;
   marketPrice: number;
+  marketState: MarketState;
   name: string;
-  platforms: {
-    [name: string]: { current: number; original: number };
-  };
   quantity: number;
   sector?: string;
   shareCurrent: number;
   shareInvestment: number;
+  transactionCount: number;
   symbol: string;
   type?: string;
   url?: string;

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

@@ -1,3 +1,10 @@
+import {
+  hasNotDefinedValuesInObject,
+  nullifyValuesInObject
+} from '@ghostfolio/api/helper/object.helper';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { getPermissions, hasPermission, permissions } from '@ghostfolio/helper';
 import {
   Controller,
   Get,
@@ -13,14 +20,7 @@ import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { Response } from 'express';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
-import { getPermissions, hasPermission, permissions } from 'libs/helper/src';
 
-import {
-  hasNotDefinedValuesInObject,
-  nullifyValuesInObject
-} from '../../helper/object.helper';
-import { ExchangeRateDataService } from '../../services/exchange-rate-data.service';
-import { ImpersonationService } from '../../services/impersonation.service';
 import { RequestWithUser } from '../interfaces/request-with-user.type';
 import { PortfolioItem } from './interfaces/portfolio-item.interface';
 import { PortfolioOverview } from './interfaces/portfolio-overview.interface';
@@ -185,11 +185,11 @@ export class PortfolioController {
         portfolioPosition.investment =
           portfolioPosition.investment / totalInvestment;
 
-        for (const [platform, { current, original }] of Object.entries(
-          portfolioPosition.platforms
+        for (const [account, { current, original }] of Object.entries(
+          portfolioPosition.accounts
         )) {
-          portfolioPosition.platforms[platform].current = current / totalValue;
-          portfolioPosition.platforms[platform].original =
+          portfolioPosition.accounts[account].current = current / totalValue;
+          portfolioPosition.accounts[account].original =
             original / totalInvestment;
         }
 

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

@@ -1,15 +1,16 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
+import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { RulesService } from '@ghostfolio/api/services/rules.service';
 import { Module } from '@nestjs/common';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { DataGatheringService } from '../../services/data-gathering.service';
-import { DataProviderService } from '../../services/data-provider.service';
-import { AlphaVantageService } from '../../services/data-provider/alpha-vantage/alpha-vantage.service';
-import { RakutenRapidApiService } from '../../services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
-import { YahooFinanceService } from '../../services/data-provider/yahoo-finance/yahoo-finance.service';
-import { ExchangeRateDataService } from '../../services/exchange-rate-data.service';
-import { ImpersonationService } from '../../services/impersonation.service';
-import { PrismaService } from '../../services/prisma.service';
-import { RulesService } from '../../services/rules.service';
 import { CacheService } from '../cache/cache.service';
 import { OrderService } from '../order/order.service';
 import { RedisCacheModule } from '../redis-cache/redis-cache.module';
@@ -27,6 +28,7 @@ import { PortfolioService } from './portfolio.service';
     DataGatheringService,
     DataProviderService,
     ExchangeRateDataService,
+    GhostfolioScraperApiService,
     ImpersonationService,
     OrderService,
     PortfolioService,

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

@@ -1,6 +1,12 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import { Portfolio } from '@ghostfolio/api/models/portfolio';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { IOrder } from '@ghostfolio/api/services/interfaces/interfaces';
+import { RulesService } from '@ghostfolio/api/services/rules.service';
 import { Inject, Injectable } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
-import { RequestWithUser } from 'apps/api/src/app/interfaces/request-with-user.type';
 import {
   add,
   format,
@@ -9,7 +15,6 @@ import {
   getYear,
   isAfter,
   isSameDay,
-  parse,
   parseISO,
   setDate,
   setMonth,
@@ -18,12 +23,6 @@ import {
 import { isEmpty } from 'lodash';
 import * as roundTo from 'round-to';
 
-import { Portfolio } from '../../models/portfolio';
-import { DataProviderService } from '../../services/data-provider.service';
-import { ExchangeRateDataService } from '../../services/exchange-rate-data.service';
-import { ImpersonationService } from '../../services/impersonation.service';
-import { IOrder } from '../../services/interfaces/interfaces';
-import { RulesService } from '../../services/rules.service';
 import { OrderService } from '../order/order.service';
 import { RedisCacheService } from '../redis-cache/redis-cache.service';
 import { UserService } from '../user/user.service';
@@ -48,53 +47,6 @@ export class PortfolioService {
     private readonly userService: UserService
   ) {}
 
-  private convertDateRangeToDate(aDateRange: DateRange, aMinDate: Date) {
-    let currentDate = new Date();
-
-    const normalizedMinDate =
-      getDate(aMinDate) === 1
-        ? aMinDate
-        : add(setDate(aMinDate, 1), { months: 1 });
-
-    const year = getYear(currentDate);
-    const month = getMonth(currentDate);
-    const day = getDate(currentDate);
-
-    currentDate = new Date(Date.UTC(year, month, day, 0));
-
-    switch (aDateRange) {
-      case '1d':
-        return sub(currentDate, {
-          days: 1
-        });
-      case 'ytd':
-        currentDate = setDate(currentDate, 1);
-        currentDate = setMonth(currentDate, 0);
-        return isAfter(currentDate, normalizedMinDate)
-          ? currentDate
-          : undefined;
-      case '1y':
-        currentDate = setDate(currentDate, 1);
-        currentDate = sub(currentDate, {
-          years: 1
-        });
-        return isAfter(currentDate, normalizedMinDate)
-          ? currentDate
-          : undefined;
-      case '5y':
-        currentDate = setDate(currentDate, 1);
-        currentDate = sub(currentDate, {
-          years: 5
-        });
-        return isAfter(currentDate, normalizedMinDate)
-          ? currentDate
-          : undefined;
-      default:
-        // Gets handled as all data
-        return undefined;
-    }
-  }
-
   public async createPortfolio(aUserId: string): Promise<Portfolio> {
     let portfolio: Portfolio;
     let stringifiedPortfolio = await this.redisCacheService.get(
@@ -121,7 +73,7 @@ export class PortfolioService {
       // Get portfolio from database
       const orders = await this.orderService.orders({
         include: {
-          Platform: true
+          Account: true
         },
         orderBy: { date: 'asc' },
         where: { userId: aUserId }
@@ -257,7 +209,8 @@ export class PortfolioService {
         firstBuyDate,
         investment,
         marketPrice,
-        quantity
+        quantity,
+        transactionCount
       } = portfolio.getPositions(new Date())[aSymbol];
 
       const historicalData = await this.dataProviderService.getHistorical(
@@ -310,6 +263,7 @@ export class PortfolioService {
         maxPrice,
         minPrice,
         quantity,
+        transactionCount,
         grossPerformance: this.exchangeRateDataService.toCurrency(
           marketPrice - averagePrice,
           currency,
@@ -363,7 +317,8 @@ export class PortfolioService {
         maxPrice: undefined,
         minPrice: undefined,
         quantity: undefined,
-        symbol: aSymbol
+        symbol: aSymbol,
+        transactionCount: undefined
       };
     }
 
@@ -379,7 +334,55 @@ export class PortfolioService {
       maxPrice: undefined,
       minPrice: undefined,
       quantity: undefined,
-      symbol: aSymbol
+      symbol: aSymbol,
+      transactionCount: undefined
     };
   }
+
+  private convertDateRangeToDate(aDateRange: DateRange, aMinDate: Date) {
+    let currentDate = new Date();
+
+    const normalizedMinDate =
+      getDate(aMinDate) === 1
+        ? aMinDate
+        : add(setDate(aMinDate, 1), { months: 1 });
+
+    const year = getYear(currentDate);
+    const month = getMonth(currentDate);
+    const day = getDate(currentDate);
+
+    currentDate = new Date(Date.UTC(year, month, day, 0));
+
+    switch (aDateRange) {
+      case '1d':
+        return sub(currentDate, {
+          days: 1
+        });
+      case 'ytd':
+        currentDate = setDate(currentDate, 1);
+        currentDate = setMonth(currentDate, 0);
+        return isAfter(currentDate, normalizedMinDate)
+          ? currentDate
+          : undefined;
+      case '1y':
+        currentDate = setDate(currentDate, 1);
+        currentDate = sub(currentDate, {
+          years: 1
+        });
+        return isAfter(currentDate, normalizedMinDate)
+          ? currentDate
+          : undefined;
+      case '5y':
+        currentDate = setDate(currentDate, 1);
+        currentDate = sub(currentDate, {
+          years: 5
+        });
+        return isAfter(currentDate, normalizedMinDate)
+          ? currentDate
+          : undefined;
+      default:
+        // Gets handled as all data
+        return undefined;
+    }
+  }
 }

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

@@ -1,8 +1,8 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { CacheModule, Module } from '@nestjs/common';
 import { ConfigModule, ConfigService } from '@nestjs/config';
 import * as redisStore from 'cache-manager-redis-store';
 
-import { ConfigurationService } from '../../services/configuration.service';
 import { RedisCacheService } from './redis-cache.service';
 
 @Module({

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

@@ -1,8 +1,7 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { CACHE_MANAGER, Inject, Injectable } from '@nestjs/common';
 import { Cache } from 'cache-manager';
 
-import { ConfigurationService } from '../../services/configuration.service';
-
 @Injectable()
 export class RedisCacheService {
   public constructor(

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

@@ -1,6 +1,7 @@
-import { Currency } from '@prisma/client';
+import { Currency, DataSource } from '@prisma/client';
 
 export interface SymbolItem {
   currency: Currency;
+  dataSource: DataSource;
   marketPrice: number;
 }

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

@@ -1,3 +1,4 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
 import {
   Controller,
   Get,
@@ -9,7 +10,6 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { RequestWithUser } from 'apps/api/src/app/interfaces/request-with-user.type';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { LookupItem } from './interfaces/lookup-item.interface';

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

@@ -1,11 +1,12 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
+import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { DataProviderService } from '../../services/data-provider.service';
-import { AlphaVantageService } from '../../services/data-provider/alpha-vantage/alpha-vantage.service';
-import { RakutenRapidApiService } from '../../services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
-import { YahooFinanceService } from '../../services/data-provider/yahoo-finance/yahoo-finance.service';
-import { PrismaService } from '../../services/prisma.service';
 import { SymbolController } from './symbol.controller';
 import { SymbolService } from './symbol.service';
 
@@ -16,6 +17,7 @@ import { SymbolService } from './symbol.service';
     AlphaVantageService,
     ConfigurationService,
     DataProviderService,
+    GhostfolioScraperApiService,
     PrismaService,
     RakutenRapidApiService,
     SymbolService,

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

@@ -1,40 +1,62 @@
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { convertFromYahooSymbol } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
 import { Injectable } from '@nestjs/common';
 import { Currency } from '@prisma/client';
-import { convertFromYahooSymbol } from 'apps/api/src/services/data-provider/yahoo-finance/yahoo-finance.service';
 import * as bent from 'bent';
 
-import { DataProviderService } from '../../services/data-provider.service';
 import { LookupItem } from './interfaces/lookup-item.interface';
 import { SymbolItem } from './interfaces/symbol-item.interface';
 
 @Injectable()
 export class SymbolService {
   public constructor(
-    private readonly dataProviderService: DataProviderService
+    private readonly dataProviderService: DataProviderService,
+    private readonly ghostfolioScraperApiService: GhostfolioScraperApiService
   ) {}
 
   public async get(aSymbol: string): Promise<SymbolItem> {
     const response = await this.dataProviderService.get([aSymbol]);
-    const { currency, marketPrice } = response[aSymbol];
+    const { currency, dataSource, marketPrice } = response[aSymbol];
 
     return {
+      dataSource,
       marketPrice,
       currency: <Currency>(<unknown>currency)
     };
   }
 
-  public async lookup(aQuery: string): Promise<LookupItem[]> {
+  public async lookup(aQuery = ''): Promise<LookupItem[]> {
+    const query = aQuery.toLowerCase();
+    const results: LookupItem[] = [];
+
+    if (!query) {
+      return results;
+    }
+
     const get = bent(
-      `https://query1.finance.yahoo.com/v1/finance/search?q=${aQuery}&lang=en-US&region=US&quotesCount=8&newsCount=0&enableFuzzyQuery=false&quotesQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
+      `https://query1.finance.yahoo.com/v1/finance/search?q=${query}&lang=en-US&region=US&quotesCount=8&newsCount=0&enableFuzzyQuery=false&quotesQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
       'GET',
       'json',
       200
     );
 
+    // Add custom symbols
+    const scraperConfigurations = await this.ghostfolioScraperApiService.getScraperConfigurations();
+    scraperConfigurations.forEach((scraperConfiguration) => {
+      if (scraperConfiguration.name.toLowerCase().startsWith(query)) {
+        results.push({
+          name: scraperConfiguration.name,
+          symbol: scraperConfiguration.symbol
+        });
+      }
+    });
+
     try {
       const { quotes } = await get();
 
-      return quotes
+      const searchResult = quotes
         .filter(({ isYahooFinance }) => {
           return isYahooFinance;
         })
@@ -59,6 +81,8 @@ export class SymbolService {
             symbol: convertFromYahooSymbol(symbol)
           };
         });
+
+      return results.concat(searchResult);
     } catch (error) {
       console.error(error);
 

apps/api/src/app/user/interfaces/user.interface.ts

@@ -1,9 +1,10 @@
-import { Currency } from '@prisma/client';
+import { Account, Currency } from '@prisma/client';
 
 import { Access } from './access.interface';
 
 export interface User {
   access: Access[];
+  accounts: Account[];
   alias?: string;
   id: string;
   permissions: string[];

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

@@ -1,6 +1,9 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import { getPermissions, hasPermission, permissions } from '@ghostfolio/helper';
 import {
   Body,
   Controller,
+  Delete,
   Get,
   HttpException,
   Inject,
@@ -13,9 +16,8 @@ import { REQUEST } from '@nestjs/core';
 import { JwtService } from '@nestjs/jwt';
 import { AuthGuard } from '@nestjs/passport';
 import { Provider } from '@prisma/client';
-import { RequestWithUser } from 'apps/api/src/app/interfaces/request-with-user.type';
+import { User as UserModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
-import { getPermissions, hasPermission, permissions } from 'libs/helper/src';
 
 import { UserItem } from './interfaces/user-item.interface';
 import { User } from './interfaces/user.interface';
@@ -30,6 +32,27 @@ export class UserController {
     private readonly userService: UserService
   ) {}
 
+  @Delete(':id')
+  @UseGuards(AuthGuard('jwt'))
+  public async deleteUser(@Param('id') id: string): Promise<UserModel> {
+    if (
+      !hasPermission(
+        getPermissions(this.request.user.role),
+        permissions.deleteUser
+      ) ||
+      id === this.request.user.id
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.userService.deleteUser({
+      id
+    });
+  }
+
   @Get()
   @UseGuards(AuthGuard('jwt'))
   public async getUser(@Param('id') id: string): Promise<User> {

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

@@ -1,8 +1,8 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { PrismaService } from '../../services/prisma.service';
 import { UserController } from './user.controller';
 import { UserService } from './user.service';
 

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

@@ -1,11 +1,15 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import {
+  getPermissions,
+  locale,
+  permissions,
+  resetHours
+} from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
 import { Currency, Prisma, Provider, User } from '@prisma/client';
 import { add } from 'date-fns';
-import { locale, permissions, resetHours } from 'libs/helper/src';
-import { getPermissions } from 'libs/helper/src';
 
-import { ConfigurationService } from '../../services/configuration.service';
-import { PrismaService } from '../../services/prisma.service';
 import { UserWithSettings } from '../interfaces/user-with-settings';
 import { User as IUser } from './interfaces/user.interface';
 
@@ -21,6 +25,7 @@ export class UserService {
   ) {}
 
   public async getUser({
+    Account,
     alias,
     id,
     role,
@@ -40,10 +45,6 @@ export class UserService {
       currentPermissions.push(permissions.accessFearAndGreedIndex);
     }
 
-    if (this.configurationService.get('ENABLE_FEATURE_SOCIAL_LOGIN')) {
-      currentPermissions.push(permissions.useSocialLogin);
-    }
-
     return {
       alias,
       id,
@@ -53,6 +54,7 @@ export class UserService {
           id: accessItem.id
         };
       }),
+      accounts: Account,
       permissions: currentPermissions,
       settings: {
         baseCurrency: Settings?.currency || UserService.DEFAULT_CURRENCY,
@@ -69,7 +71,7 @@ export class UserService {
     userWhereUniqueInput: Prisma.UserWhereUniqueInput
   ): Promise<UserWithSettings | null> {
     const user = await this.prisma.user.findUnique({
-      include: { Settings: true },
+      include: { Account: true, Settings: true },
       where: userWhereUniqueInput
     });
 
@@ -116,7 +118,15 @@ export class UserService {
 
   public async createUser(data?: Prisma.UserCreateInput): Promise<User> {
     let user = await this.prisma.user.create({
-      data
+      data: {
+        ...data,
+        Account: {
+          create: {
+            isDefault: true,
+            name: 'Default Account'
+          }
+        }
+      }
     });
 
     if (data.provider === Provider.ANONYMOUS) {
@@ -153,23 +163,33 @@ export class UserService {
   }
 
   public async deleteUser(where: Prisma.UserWhereUniqueInput): Promise<User> {
+    await this.prisma.access.deleteMany({
+      where: { OR: [{ granteeUserId: where.id }, { userId: where.id }] }
+    });
+
+    await this.prisma.account.deleteMany({
+      where: { userId: where.id }
+    });
+
+    await this.prisma.analytics.delete({
+      where: { userId: where.id }
+    });
+
+    await this.prisma.order.deleteMany({
+      where: { userId: where.id }
+    });
+
+    try {
+      await this.prisma.settings.delete({
+        where: { userId: where.id }
+      });
+    } catch {}
+
     return this.prisma.user.delete({
       where
     });
   }
 
-  private getRandomString(length: number) {
-    const characters = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789';
-    const result = [];
-
-    for (let i = 0; i < length; i++) {
-      result.push(
-        characters.charAt(Math.floor(Math.random() * characters.length))
-      );
-    }
-    return result.join('');
-  }
-
   public async updateUserSettings({
     currency,
     userId
@@ -196,4 +216,16 @@ export class UserService {
 
     return;
   }
+
+  private getRandomString(length: number) {
+    const characters = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789';
+    const result = [];
+
+    for (let i = 0; i < length; i++) {
+      result.push(
+        characters.charAt(Math.floor(Math.random() * characters.length))
+      );
+    }
+    return result.join('');
+  }
 }

apps/api/src/models/interfaces/portfolio.interface.ts

@@ -1,7 +1,7 @@
 import {
   PortfolioItem,
   Position
-} from 'apps/api/src/app/portfolio/interfaces/portfolio-item.interface';
+} from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
 
 import { Order } from '../order';
 

apps/api/src/models/interfaces/rule.interface.ts

@@ -1,4 +1,5 @@
-import { PortfolioPosition } from '../../app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
+
 import { EvaluationResult } from './evaluation-result.interface';
 
 export interface RuleInterface {

apps/api/src/models/order.ts

@@ -1,27 +1,27 @@
-import { Currency, Platform } from '@prisma/client';
+import { Account, Currency, Platform } from '@prisma/client';
 import { v4 as uuidv4 } from 'uuid';
 
 import { IOrder } from '../services/interfaces/interfaces';
 import { OrderType } from './order-type';
 
 export class Order {
+  private account: Account;
   private currency: Currency;
   private fee: number;
   private date: string;
   private id: string;
   private quantity: number;
-  private platform: Platform;
   private symbol: string;
   private total: number;
   private type: OrderType;
   private unitPrice: number;
 
   public constructor(data: IOrder) {
+    this.account = data.account;
     this.currency = data.currency;
     this.fee = data.fee;
     this.date = data.date;
     this.id = data.id || uuidv4();
-    this.platform = data.platform;
     this.quantity = data.quantity;
     this.symbol = data.symbol;
     this.type = data.type;
@@ -30,6 +30,10 @@ export class Order {
     this.total = this.quantity * data.unitPrice;
   }
 
+  public getAccount() {
+    return this.account;
+  }
+
   public getCurrency() {
     return this.currency;
   }
@@ -46,10 +50,6 @@ export class Order {
     return this.id;
   }
 
-  public getPlatform() {
-    return this.platform;
-  }
-
   public getQuantity() {
     return this.quantity;
   }

apps/api/src/models/portfolio.spec.ts

@@ -1,24 +1,28 @@
+import { baseCurrency, getUtc, getYesterday } from '@ghostfolio/helper';
 import { Test } from '@nestjs/testing';
-import { Currency, Role, Type } from '@prisma/client';
-import { baseCurrency } from 'libs/helper/src';
-import { getYesterday } from 'libs/helper/src';
-import { getUtc } from 'libs/helper/src';
+import { AccountType, Currency, DataSource, Role, Type } from '@prisma/client';
 
 import { ConfigurationService } from '../services/configuration.service';
 import { DataProviderService } from '../services/data-provider.service';
 import { AlphaVantageService } from '../services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '../services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
 import { RakutenRapidApiService } from '../services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
 import { YahooFinanceService } from '../services/data-provider/yahoo-finance/yahoo-finance.service';
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
+import { MarketState } from '../services/interfaces/interfaces';
 import { PrismaService } from '../services/prisma.service';
 import { RulesService } from '../services/rules.service';
 import { Portfolio } from './portfolio';
 
+const DEFAULT_ACCOUNT_ID = '693a834b-eb89-42c9-ae47-35196c25d269';
+const USER_ID = 'ca6ce867-5d31-495a-bce9-5942bbca9237';
+
 describe('Portfolio', () => {
   let alphaVantageService: AlphaVantageService;
   let configurationService: ConfigurationService;
   let dataProviderService: DataProviderService;
   let exchangeRateDataService: ExchangeRateDataService;
+  let ghostfolioScraperApiService: GhostfolioScraperApiService;
   let portfolio: Portfolio;
   let prismaService: PrismaService;
   let rakutenRapidApiService: RakutenRapidApiService;
@@ -33,6 +37,7 @@ describe('Portfolio', () => {
         ConfigurationService,
         DataProviderService,
         ExchangeRateDataService,
+        GhostfolioScraperApiService,
         PrismaService,
         RakutenRapidApiService,
         RulesService,
@@ -46,6 +51,9 @@ describe('Portfolio', () => {
     exchangeRateDataService = app.get<ExchangeRateDataService>(
       ExchangeRateDataService
     );
+    ghostfolioScraperApiService = app.get<GhostfolioScraperApiService>(
+      GhostfolioScraperApiService
+    );
     prismaService = app.get<PrismaService>(PrismaService);
     rakutenRapidApiService = app.get<RakutenRapidApiService>(
       RakutenRapidApiService
@@ -62,15 +70,27 @@ describe('Portfolio', () => {
     );
     portfolio.setUser({
       accessToken: null,
+      Account: [
+        {
+          accountType: AccountType.SECURITIES,
+          createdAt: new Date(),
+          id: DEFAULT_ACCOUNT_ID,
+          isDefault: true,
+          name: 'Default Account',
+          platformId: null,
+          updatedAt: new Date(),
+          userId: USER_ID
+        }
+      ],
       alias: 'Test',
       createdAt: new Date(),
-      id: '',
+      id: USER_ID,
       provider: null,
       role: Role.USER,
       Settings: {
         currency: Currency.CHF,
         updatedAt: new Date(),
-        userId: ''
+        userId: USER_ID
       },
       thirdPartyId: null,
       updatedAt: new Date()
@@ -121,18 +141,20 @@ describe('Portfolio', () => {
     it('should return ["BTC"]', async () => {
       await portfolio.setOrders([
         {
+          accountId: DEFAULT_ACCOUNT_ID,
+          accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
+          dataSource: DataSource.YAHOO,
           fee: 0,
           date: new Date(),
           id: '8d999347-dee2-46ee-88e1-26b344e71fcc',
-          platformId: null,
           quantity: 1,
           symbol: 'BTCUSD',
           type: Type.BUY,
           unitPrice: 49631.24,
           updatedAt: null,
-          userId: null
+          userId: USER_ID
         }
       ]);
 
@@ -147,19 +169,7 @@ describe('Portfolio', () => {
       const details = await portfolio.getDetails('1d');
       expect(details).toMatchObject({
         BTCUSD: {
-          currency: Currency.USD,
-          exchange: 'Other',
-          grossPerformance: 0,
-          grossPerformancePercent: 0,
-          investment: exchangeRateDataService.toCurrency(
-            1 * 49631.24,
-            Currency.USD,
-            baseCurrency
-          ),
-          isMarketOpen: true,
-          // marketPrice: 57973.008,
-          name: 'Bitcoin USD',
-          platforms: {
+          accounts: {
             Other: {
               /*current: exchangeRateDataService.toCurrency(
                 1 * 49631.24,
@@ -173,10 +183,23 @@ describe('Portfolio', () => {
               )
             }
           },
+          currency: Currency.USD,
+          exchange: 'Other',
+          grossPerformance: 0,
+          grossPerformancePercent: 0,
+          investment: exchangeRateDataService.toCurrency(
+            1 * 49631.24,
+            Currency.USD,
+            baseCurrency
+          ),
+          // marketPrice: 57973.008,
+          marketState: MarketState.open,
+          name: 'Bitcoin USD',
           quantity: 1,
           // shareCurrent: 0.9999999559148652,
           shareInvestment: 1,
           symbol: 'BTCUSD',
+          transactionCount: 1,
           type: 'Cryptocurrency'
         }
       });
@@ -219,18 +242,20 @@ describe('Portfolio', () => {
     it('should return ["ETHUSD"]', async () => {
       await portfolio.setOrders([
         {
+          accountId: DEFAULT_ACCOUNT_ID,
+          accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
+          dataSource: DataSource.YAHOO,
           fee: 0,
           date: new Date(getUtc('2018-01-05')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
-          platformId: null,
           quantity: 0.2,
           symbol: 'ETHUSD',
           type: Type.BUY,
           unitPrice: 991.49,
           updatedAt: null,
-          userId: null
+          userId: USER_ID
         }
       ]);
 
@@ -245,18 +270,7 @@ describe('Portfolio', () => {
       const details = await portfolio.getDetails('1d');
       expect(details).toMatchObject({
         ETHUSD: {
-          currency: Currency.USD,
-          exchange: 'Other',
-          // grossPerformance: 0,
-          // grossPerformancePercent: 0,
-          investment: exchangeRateDataService.toCurrency(
-            0.2 * 991.49,
-            Currency.USD,
-            baseCurrency
-          ),
-          // marketPrice: 57973.008,
-          name: 'Ethereum USD',
-          platforms: {
+          accounts: {
             Other: {
               /*current: exchangeRateDataService.toCurrency(
                 0.2 * 991.49,
@@ -270,9 +284,21 @@ describe('Portfolio', () => {
               )
             }
           },
+          currency: Currency.USD,
+          exchange: 'Other',
+          // grossPerformance: 0,
+          // grossPerformancePercent: 0,
+          investment: exchangeRateDataService.toCurrency(
+            0.2 * 991.49,
+            Currency.USD,
+            baseCurrency
+          ),
+          // marketPrice: 57973.008,
+          name: 'Ethereum USD',
           quantity: 0.2,
-          shareCurrent: 1,
+          // shareCurrent: 1,
           shareInvestment: 1,
+          transactionCount: 1,
           symbol: 'ETHUSD',
           type: 'Cryptocurrency'
         }
@@ -311,32 +337,36 @@ describe('Portfolio', () => {
     it('should return ["ETHUSD"]', async () => {
       await portfolio.setOrders([
         {
+          accountId: DEFAULT_ACCOUNT_ID,
+          accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
+          dataSource: DataSource.YAHOO,
           fee: 0,
           date: new Date(getUtc('2018-01-05')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
-          platformId: null,
           quantity: 0.2,
           symbol: 'ETHUSD',
           type: Type.BUY,
           unitPrice: 991.49,
           updatedAt: null,
-          userId: null
+          userId: USER_ID
         },
         {
+          accountId: DEFAULT_ACCOUNT_ID,
+          accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
+          dataSource: DataSource.YAHOO,
           fee: 0,
           date: new Date(getUtc('2018-01-28')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
-          platformId: null,
           quantity: 0.3,
           symbol: 'ETHUSD',
           type: Type.BUY,
           unitPrice: 1050,
           updatedAt: null,
-          userId: null
+          userId: USER_ID
         }
       ]);
 
@@ -383,32 +413,36 @@ describe('Portfolio', () => {
     it('should return ["BTCUSD", "ETHUSD"]', async () => {
       await portfolio.setOrders([
         {
+          accountId: DEFAULT_ACCOUNT_ID,
+          accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.EUR,
+          dataSource: DataSource.YAHOO,
           date: new Date(getUtc('2017-08-16')),
           fee: 2.99,
           id: 'd96795b2-6ae6-420e-aa21-fabe5e45d475',
-          platformId: null,
           quantity: 0.05614682,
           symbol: 'BTCUSD',
           type: Type.BUY,
           unitPrice: 3562.089535970158,
           updatedAt: null,
-          userId: null
+          userId: USER_ID
         },
         {
+          accountId: DEFAULT_ACCOUNT_ID,
+          accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
+          dataSource: DataSource.YAHOO,
           fee: 2.99,
           date: new Date(getUtc('2018-01-05')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
-          platformId: null,
           quantity: 0.2,
           symbol: 'ETHUSD',
           type: Type.BUY,
           unitPrice: 991.49,
           updatedAt: null,
-          userId: null
+          userId: USER_ID
         }
       ]);
 
@@ -468,46 +502,52 @@ describe('Portfolio', () => {
     it('should work with buy and sell', async () => {
       await portfolio.setOrders([
         {
+          accountId: DEFAULT_ACCOUNT_ID,
+          accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
+          dataSource: DataSource.YAHOO,
           fee: 1.0,
           date: new Date(getUtc('2018-01-05')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
-          platformId: null,
           quantity: 0.2,
           symbol: 'ETHUSD',
           type: Type.BUY,
           unitPrice: 991.49,
           updatedAt: null,
-          userId: null
+          userId: USER_ID
         },
         {
+          accountId: DEFAULT_ACCOUNT_ID,
+          accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
+          dataSource: DataSource.YAHOO,
           fee: 1.0,
           date: new Date(getUtc('2018-01-28')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
-          platformId: null,
           quantity: 0.1,
           symbol: 'ETHUSD',
           type: Type.SELL,
           unitPrice: 1050,
           updatedAt: null,
-          userId: null
+          userId: USER_ID
         },
         {
+          accountId: DEFAULT_ACCOUNT_ID,
+          accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
+          dataSource: DataSource.YAHOO,
           fee: 1.0,
           date: new Date(getUtc('2018-01-31')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
-          platformId: null,
           quantity: 0.2,
           symbol: 'ETHUSD',
           type: Type.BUY,
           unitPrice: 1050,
           updatedAt: null,
-          userId: null
+          userId: USER_ID
         }
       ]);
 

apps/api/src/models/portfolio.ts

@@ -1,7 +1,8 @@
 import {
   PortfolioItem,
   Position
-} from 'apps/api/src/app/portfolio/interfaces/portfolio-item.interface';
+} from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
+import { getToday, getYesterday, resetHours } from '@ghostfolio/helper';
 import {
   add,
   format,
@@ -18,12 +19,11 @@ import {
   setMonth,
   sub
 } from 'date-fns';
-import { getToday, getYesterday, resetHours } from 'libs/helper/src';
 import { cloneDeep, isEmpty } from 'lodash';
 import * as roundTo from 'round-to';
 
 import { UserWithSettings } from '../app/interfaces/user-with-settings';
-import { OrderWithPlatform } from '../app/order/interfaces/order-with-platform.type';
+import { OrderWithAccount } from '../app/order/interfaces/order-with-account.type';
 import { DateRange } from '../app/portfolio/interfaces/date-range.type';
 import { PortfolioPerformance } from '../app/portfolio/interfaces/portfolio-performance.interface';
 import { PortfolioPosition } from '../app/portfolio/interfaces/portfolio-position.interface';
@@ -34,14 +34,14 @@ import { IOrder } from '../services/interfaces/interfaces';
 import { RulesService } from '../services/rules.service';
 import { PortfolioInterface } from './interfaces/portfolio.interface';
 import { Order } from './order';
+import { AccountClusterRiskCurrentInvestment } from './rules/account-cluster-risk/current-investment';
+import { AccountClusterRiskInitialInvestment } from './rules/account-cluster-risk/initial-investment';
+import { AccountClusterRiskSingleAccount } from './rules/account-cluster-risk/single-account';
 import { CurrencyClusterRiskBaseCurrencyCurrentInvestment } from './rules/currency-cluster-risk/base-currency-current-investment';
 import { CurrencyClusterRiskBaseCurrencyInitialInvestment } from './rules/currency-cluster-risk/base-currency-initial-investment';
 import { CurrencyClusterRiskCurrentInvestment } from './rules/currency-cluster-risk/current-investment';
 import { CurrencyClusterRiskInitialInvestment } from './rules/currency-cluster-risk/initial-investment';
 import { FeeRatioInitialInvestment } from './rules/fees/fee-ratio-initial-investment';
-import { PlatformClusterRiskCurrentInvestment } from './rules/platform-cluster-risk/current-investment';
-import { PlatformClusterRiskInitialInvestment } from './rules/platform-cluster-risk/initial-investment';
-import { PlatformClusterRiskSinglePlatform } from './rules/platform-cluster-risk/single-platform';
 
 export class Portfolio implements PortfolioInterface {
   private orders: Order[] = [];
@@ -57,7 +57,7 @@ export class Portfolio implements PortfolioInterface {
   public async addCurrentPortfolioItems() {
     const currentData = await this.dataProviderService.get(this.getSymbols());
 
-    let currentDate = new Date();
+    const currentDate = new Date();
 
     const year = getYear(currentDate);
     const month = getMonth(currentDate);
@@ -79,8 +79,12 @@ export class Portfolio implements PortfolioInterface {
         investmentInOriginalCurrency:
           portfolioItemsYesterday?.positions[symbol]
             ?.investmentInOriginalCurrency,
-        marketPrice: currentData[symbol]?.marketPrice,
-        quantity: portfolioItemsYesterday?.positions[symbol]?.quantity
+        marketPrice:
+          currentData[symbol]?.marketPrice ??
+          portfolioItemsYesterday.positions[symbol]?.marketPrice,
+        quantity: portfolioItemsYesterday?.positions[symbol]?.quantity,
+        transactionCount:
+          portfolioItemsYesterday?.positions[symbol]?.transactionCount
       };
     });
 
@@ -115,11 +119,11 @@ export class Portfolio implements PortfolioInterface {
   }): Portfolio {
     orders.forEach(
       ({
+        account,
         currency,
         fee,
         date,
         id,
-        platform,
         quantity,
         symbol,
         type,
@@ -127,11 +131,11 @@ export class Portfolio implements PortfolioInterface {
       }) => {
         this.orders.push(
           new Order({
+            account,
             currency,
             fee,
             date,
             id,
-            platform,
             quantity,
             symbol,
             type,
@@ -158,53 +162,6 @@ export class Portfolio implements PortfolioInterface {
     return this;
   }
 
-  private convertDateRangeToDate(aDateRange: DateRange, aMinDate: Date) {
-    let currentDate = new Date();
-
-    const normalizedMinDate =
-      getDate(aMinDate) === 1
-        ? aMinDate
-        : add(setDate(aMinDate, 1), { months: 1 });
-
-    const year = getYear(currentDate);
-    const month = getMonth(currentDate);
-    const day = getDate(currentDate);
-
-    currentDate = new Date(Date.UTC(year, month, day, 0));
-
-    switch (aDateRange) {
-      case '1d':
-        return sub(currentDate, {
-          days: 1
-        });
-      case 'ytd':
-        currentDate = setDate(currentDate, 1);
-        currentDate = setMonth(currentDate, 0);
-        return isAfter(currentDate, normalizedMinDate)
-          ? currentDate
-          : undefined;
-      case '1y':
-        currentDate = setDate(currentDate, 1);
-        currentDate = sub(currentDate, {
-          years: 1
-        });
-        return isAfter(currentDate, normalizedMinDate)
-          ? currentDate
-          : undefined;
-      case '5y':
-        currentDate = setDate(currentDate, 1);
-        currentDate = sub(currentDate, {
-          years: 5
-        });
-        return isAfter(currentDate, normalizedMinDate)
-          ? currentDate
-          : undefined;
-      default:
-        // Gets handled as all data
-        return undefined;
-    }
-  }
-
   public get(aDate?: Date): PortfolioItem[] {
     if (aDate) {
       const filteredPortfolio = this.portfolioItems.find((item) => {
@@ -245,7 +202,7 @@ export class Portfolio implements PortfolioInterface {
     const data = await this.dataProviderService.get(symbols);
 
     symbols.forEach((symbol) => {
-      const platforms: PortfolioPosition['platforms'] = {};
+      const accounts: PortfolioPosition['accounts'] = {};
       const [portfolioItem] = portfolioItems;
 
       const ordersBySymbol = this.getOrders().filter((order) => {
@@ -270,15 +227,15 @@ export class Portfolio implements PortfolioInterface {
           originalValueOfSymbol *= -1;
         }
 
-        if (platforms[orderOfSymbol.getPlatform()?.name || 'Other']?.current) {
-          platforms[
-            orderOfSymbol.getPlatform()?.name || 'Other'
+        if (accounts[orderOfSymbol.getAccount()?.name || 'Other']?.current) {
+          accounts[
+            orderOfSymbol.getAccount()?.name || 'Other'
           ].current += currentValueOfSymbol;
-          platforms[
-            orderOfSymbol.getPlatform()?.name || 'Other'
+          accounts[
+            orderOfSymbol.getAccount()?.name || 'Other'
           ].original += originalValueOfSymbol;
         } else {
-          platforms[orderOfSymbol.getPlatform()?.name || 'Other'] = {
+          accounts[orderOfSymbol.getAccount()?.name || 'Other'] = {
             current: currentValueOfSymbol,
             original: originalValueOfSymbol
           };
@@ -319,7 +276,7 @@ export class Portfolio implements PortfolioInterface {
 
       details[symbol] = {
         ...data[symbol],
-        platforms,
+        accounts,
         symbol,
         grossPerformance: roundTo(
           portfolioItemsNow.positions[symbol].quantity * (now - before),
@@ -334,7 +291,9 @@ export class Portfolio implements PortfolioInterface {
             data[symbol]?.currency,
             this.user.Settings.currency
           ) / value,
-        shareInvestment: portfolioItem.positions[symbol].investment / investment
+        shareInvestment:
+          portfolioItem.positions[symbol].investment / investment,
+        transactionCount: portfolioItem.positions[symbol].transactionCount
       };
     });
 
@@ -437,6 +396,19 @@ export class Portfolio implements PortfolioInterface {
 
     return {
       rules: {
+        accountClusterRisk: await this.rulesService.evaluate(
+          this,
+          [
+            new AccountClusterRiskCurrentInvestment(
+              this.exchangeRateDataService
+            ),
+            new AccountClusterRiskInitialInvestment(
+              this.exchangeRateDataService
+            ),
+            new AccountClusterRiskSingleAccount(this.exchangeRateDataService)
+          ],
+          { baseCurrency: this.user.Settings.currency }
+        ),
         currencyClusterRisk: await this.rulesService.evaluate(
           this,
           [
@@ -455,19 +427,6 @@ export class Portfolio implements PortfolioInterface {
           ],
           { baseCurrency: this.user.Settings.currency }
         ),
-        platformClusterRisk: await this.rulesService.evaluate(
-          this,
-          [
-            new PlatformClusterRiskSinglePlatform(this.exchangeRateDataService),
-            new PlatformClusterRiskInitialInvestment(
-              this.exchangeRateDataService
-            ),
-            new PlatformClusterRiskCurrentInvestment(
-              this.exchangeRateDataService
-            )
-          ],
-          { baseCurrency: this.user.Settings.currency }
-        ),
         fees: await this.rulesService.evaluate(
           this,
           [new FeeRatioInitialInvestment(this.exchangeRateDataService)],
@@ -528,12 +487,6 @@ export class Portfolio implements PortfolioInterface {
     return this.orders;
   }
 
-  private getOrdersByType(aFilter: string[]) {
-    return this.orders.filter((order) => {
-      return aFilter.includes(order.getType());
-    });
-  }
-
   public getValue(aDate = getToday()) {
     const positions = this.getPositions(aDate);
     let value = 0;
@@ -569,17 +522,17 @@ export class Portfolio implements PortfolioInterface {
     return isFinite(value) ? value : null;
   }
 
-  public async setOrders(aOrders: OrderWithPlatform[]) {
+  public async setOrders(aOrders: OrderWithAccount[]) {
     this.orders = [];
 
     // Map data
     aOrders.forEach((order) => {
       this.orders.push(
         new Order({
+          account: order.Account,
           currency: <any>order.currency,
           date: order.date.toISOString(),
           fee: order.fee,
-          platform: order.Platform,
           quantity: order.quantity,
           symbol: order.symbol,
           type: <any>order.type,
@@ -633,7 +586,8 @@ export class Portfolio implements PortfolioInterface {
           marketPrice:
             historicalData[symbol]?.[format(currentDate, 'yyyy-MM-dd')]
               ?.marketPrice || 0,
-          quantity: 0
+          quantity: 0,
+          transactionCount: 0
         };
       });
 
@@ -674,7 +628,8 @@ export class Portfolio implements PortfolioInterface {
           marketPrice:
             historicalData[symbol]?.[format(yesterday, 'yyyy-MM-dd')]
               ?.marketPrice || 0,
-          quantity: 0
+          quantity: 0,
+          transactionCount: 0
         };
       });
 
@@ -692,6 +647,53 @@ export class Portfolio implements PortfolioInterface {
     this.updatePortfolioItems();
   }
 
+  private convertDateRangeToDate(aDateRange: DateRange, aMinDate: Date) {
+    let currentDate = new Date();
+
+    const normalizedMinDate =
+      getDate(aMinDate) === 1
+        ? aMinDate
+        : add(setDate(aMinDate, 1), { months: 1 });
+
+    const year = getYear(currentDate);
+    const month = getMonth(currentDate);
+    const day = getDate(currentDate);
+
+    currentDate = new Date(Date.UTC(year, month, day, 0));
+
+    switch (aDateRange) {
+      case '1d':
+        return sub(currentDate, {
+          days: 1
+        });
+      case 'ytd':
+        currentDate = setDate(currentDate, 1);
+        currentDate = setMonth(currentDate, 0);
+        return isAfter(currentDate, normalizedMinDate)
+          ? currentDate
+          : undefined;
+      case '1y':
+        currentDate = setDate(currentDate, 1);
+        currentDate = sub(currentDate, {
+          years: 1
+        });
+        return isAfter(currentDate, normalizedMinDate)
+          ? currentDate
+          : undefined;
+      case '5y':
+        currentDate = setDate(currentDate, 1);
+        currentDate = sub(currentDate, {
+          years: 5
+        });
+        return isAfter(currentDate, normalizedMinDate)
+          ? currentDate
+          : undefined;
+      default:
+        // Gets handled as all data
+        return undefined;
+    }
+  }
+
   private updatePortfolioItems() {
     // console.time('update-portfolio-items');
 
@@ -734,6 +736,10 @@ export class Portfolio implements PortfolioInterface {
           order.getSymbol()
         ].currency = order.getCurrency();
 
+        this.portfolioItems[i].positions[
+          order.getSymbol()
+        ].transactionCount += 1;
+
         if (order.getType() === 'BUY') {
           if (
             !this.portfolioItems[i].positions[order.getSymbol()].firstBuyDate

apps/api/src/models/rule.ts

@@ -1,5 +1,5 @@
+import { groupBy } from '@ghostfolio/helper';
 import { Currency } from '@prisma/client';
-import { groupBy } from 'libs/helper/src';
 
 import { PortfolioPosition } from '../app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';

apps/api/src/models/rules/account-cluster-risk/current-investment.ts

@@ -1,9 +1,9 @@
-import { PortfolioPosition } from 'apps/api/src/app/portfolio/interfaces/portfolio-position.interface';
-import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
 
-export class PlatformClusterRiskCurrentInvestment extends Rule {
+export class AccountClusterRiskCurrentInvestment extends Rule {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Current Investment'
@@ -18,24 +18,22 @@ export class PlatformClusterRiskCurrentInvestment extends Rule {
     }
   ) {
     const ruleSettings =
-      aRuleSettingsMap[PlatformClusterRiskCurrentInvestment.name];
+      aRuleSettingsMap[AccountClusterRiskCurrentInvestment.name];
 
-    const platforms: {
+    const accounts: {
       [symbol: string]: Pick<PortfolioPosition, 'name'> & {
         investment: number;
       };
     } = {};
 
     Object.values(aPositions).forEach((position) => {
-      for (const [platform, { current }] of Object.entries(
-        position.platforms
-      )) {
-        if (platforms[platform]?.investment) {
-          platforms[platform].investment += current;
+      for (const [account, { current }] of Object.entries(position.accounts)) {
+        if (accounts[account]?.investment) {
+          accounts[account].investment += current;
         } else {
-          platforms[platform] = {
+          accounts[account] = {
             investment: current,
-            name: platform
+            name: account
           };
         }
       }
@@ -44,17 +42,17 @@ export class PlatformClusterRiskCurrentInvestment extends Rule {
     let maxItem;
     let totalInvestment = 0;
 
-    Object.values(platforms).forEach((platform) => {
+    Object.values(accounts).forEach((account) => {
       if (!maxItem) {
-        maxItem = platform;
+        maxItem = account;
       }
 
       // Calculate total investment
-      totalInvestment += platform.investment;
+      totalInvestment += account.investment;
 
       // Find maximum
-      if (platform.investment > maxItem?.investment) {
-        maxItem = platform;
+      if (account.investment > maxItem?.investment) {
+        maxItem = account;
       }
     });
 

apps/api/src/models/rules/account-cluster-risk/initial-investment.ts

@@ -1,9 +1,9 @@
-import { PortfolioPosition } from 'apps/api/src/app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
 
-export class PlatformClusterRiskInitialInvestment extends Rule {
+export class AccountClusterRiskInitialInvestment extends Rule {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Initial Investment'
@@ -18,7 +18,7 @@ export class PlatformClusterRiskInitialInvestment extends Rule {
     }
   ) {
     const ruleSettings =
-      aRuleSettingsMap[PlatformClusterRiskInitialInvestment.name];
+      aRuleSettingsMap[AccountClusterRiskInitialInvestment.name];
 
     const platforms: {
       [symbol: string]: Pick<PortfolioPosition, 'name'> & {
@@ -27,15 +27,13 @@ export class PlatformClusterRiskInitialInvestment extends Rule {
     } = {};
 
     Object.values(aPositions).forEach((position) => {
-      for (const [platform, { original }] of Object.entries(
-        position.platforms
-      )) {
-        if (platforms[platform]?.investment) {
-          platforms[platform].investment += original;
+      for (const [account, { original }] of Object.entries(position.accounts)) {
+        if (platforms[account]?.investment) {
+          platforms[account].investment += original;
         } else {
-          platforms[platform] = {
+          platforms[account] = {
             investment: original,
-            name: platform
+            name: account
           };
         }
       }

apps/api/src/models/rules/account-cluster-risk/single-account.ts

@@ -1,35 +1,35 @@
-import { PortfolioPosition } from 'apps/api/src/app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
 
-export class PlatformClusterRiskSinglePlatform extends Rule {
+export class AccountClusterRiskSingleAccount extends Rule {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
-      name: 'Single Platform'
+      name: 'Single Account'
     });
   }
 
   public evaluate(positions: { [symbol: string]: PortfolioPosition }) {
-    const platforms: string[] = [];
+    const accounts: string[] = [];
 
     Object.values(positions).forEach((position) => {
-      for (const [platform] of Object.entries(position.platforms)) {
-        if (!platforms.includes(platform)) {
-          platforms.push(platform);
+      for (const [account] of Object.entries(position.accounts)) {
+        if (!accounts.includes(account)) {
+          accounts.push(account);
         }
       }
     });
 
-    if (platforms.length === 1) {
+    if (accounts.length === 1) {
       return {
-        evaluation: `All your investment is managed by a single platform`,
+        evaluation: `All your investment is managed by a single account`,
         value: false
       };
     }
 
     return {
-      evaluation: `Your investment is managed by ${platforms.length} platforms`,
+      evaluation: `Your investment is managed by ${accounts.length} accounts`,
       value: true
     };
   }

apps/api/src/models/rules/currency-cluster-risk/base-currency-current-investment.ts

@@ -1,5 +1,5 @@
-import { PortfolioPosition } from 'apps/api/src/app/portfolio/interfaces/portfolio-position.interface';
-import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
 

apps/api/src/models/rules/currency-cluster-risk/base-currency-initial-investment.ts

@@ -1,4 +1,4 @@
-import { PortfolioPosition } from 'apps/api/src/app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';

apps/api/src/models/rules/currency-cluster-risk/current-investment.ts

@@ -1,4 +1,4 @@
-import { PortfolioPosition } from 'apps/api/src/app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';

apps/api/src/models/rules/currency-cluster-risk/initial-investment.ts

@@ -1,4 +1,4 @@
-import { PortfolioPosition } from 'apps/api/src/app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';

apps/api/src/models/rules/fees/fee-ratio-initial-investment.ts

@@ -1,4 +1,4 @@
-import { PortfolioPosition } from 'apps/api/src/app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';

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

@@ -12,8 +12,10 @@ export class ConfigurationService {
       ACCESS_TOKEN_SALT: str(),
       ALPHA_VANTAGE_API_KEY: str({ default: '' }),
       CACHE_TTL: num({ default: 1 }),
+      ENABLE_FEATURE_CUSTOM_SYMBOLS: bool({ default: false }),
       ENABLE_FEATURE_FEAR_AND_GREED_INDEX: bool({ default: false }),
       ENABLE_FEATURE_SOCIAL_LOGIN: bool({ default: false }),
+      ENABLE_FEATURE_SUBSCRIPTION: bool({ default: false }),
       GOOGLE_CLIENT_ID: str({ default: 'dummyClientId' }),
       GOOGLE_SECRET: str({ default: 'dummySecret' }),
       JWT_SECRET_KEY: str({}),

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

@@ -1,3 +1,10 @@
+import {
+  benchmarks,
+  currencyPairs,
+  getUtc,
+  isGhostfolioScraperApiSymbol,
+  resetHours
+} from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
 import {
   differenceInHours,
@@ -8,11 +15,10 @@ import {
   isBefore,
   subDays
 } from 'date-fns';
-import { benchmarks, currencyPairs } from 'libs/helper/src';
-import { getUtc, resetHours } from 'libs/helper/src';
 
 import { ConfigurationService } from './configuration.service';
 import { DataProviderService } from './data-provider.service';
+import { GhostfolioScraperApiService } from './data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
 import { PrismaService } from './prisma.service';
 
 @Injectable()
@@ -20,6 +26,7 @@ export class DataGatheringService {
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly dataProviderService: DataProviderService,
+    private readonly ghostfolioScraperApi: GhostfolioScraperApiService,
     private prisma: PrismaService
   ) {}
 
@@ -178,6 +185,17 @@ export class DataGatheringService {
     }
   }
 
+  public async getCustomSymbolsToGather(startDate?: Date) {
+    const scraperConfigurations = await this.ghostfolioScraperApi.getScraperConfigurations();
+
+    return scraperConfigurations.map((scraperConfiguration) => {
+      return {
+        date: startDate,
+        symbol: scraperConfiguration.symbol
+      };
+    });
+  }
+
   private getBenchmarksToGather(startDate: Date) {
     const benchmarksToGather = benchmarks.map((symbol) => {
       return {
@@ -199,18 +217,22 @@ export class DataGatheringService {
   private async getSymbols7D(): Promise<{ date: Date; symbol: string }[]> {
     const startDate = subDays(resetHours(new Date()), 7);
 
-    let distinctOrders = await this.prisma.order.findMany({
+    const distinctOrders = await this.prisma.order.findMany({
       distinct: ['symbol'],
       orderBy: [{ symbol: 'asc' }],
       select: { symbol: true }
     });
 
-    const distinctOrdersWithDate = distinctOrders.map((distinctOrder) => {
-      return {
-        ...distinctOrder,
-        date: startDate
-      };
-    });
+    const distinctOrdersWithDate = distinctOrders
+      .filter((distinctOrder) => {
+        return !isGhostfolioScraperApiSymbol(distinctOrder.symbol);
+      })
+      .map((distinctOrder) => {
+        return {
+          ...distinctOrder,
+          date: startDate
+        };
+      });
 
     const currencyPairsToGather = currencyPairs.map((symbol) => {
       return {
@@ -219,21 +241,24 @@ export class DataGatheringService {
       };
     });
 
+    const customSymbolsToGather = await this.getCustomSymbolsToGather(
+      startDate
+    );
+
     return [
       ...this.getBenchmarksToGather(startDate),
+      ...customSymbolsToGather,
       ...currencyPairsToGather,
       ...distinctOrdersWithDate
     ];
   }
 
   private async getSymbolsMax() {
-    const startDate = new Date(getUtc('2000-01-01'));
+    const startDate = new Date(getUtc('2015-01-01'));
 
-    let distinctOrders = await this.prisma.order.findMany({
-      distinct: ['symbol'],
-      orderBy: [{ date: 'asc' }],
-      select: { date: true, symbol: true }
-    });
+    const customSymbolsToGather = await this.getCustomSymbolsToGather(
+      startDate
+    );
 
     const currencyPairsToGather = currencyPairs.map((symbol) => {
       return {
@@ -242,8 +267,15 @@ export class DataGatheringService {
       };
     });
 
+    const distinctOrders = await this.prisma.order.findMany({
+      distinct: ['symbol'],
+      orderBy: [{ date: 'asc' }],
+      select: { date: true, symbol: true }
+    });
+
     return [
       ...this.getBenchmarksToGather(startDate),
+      ...customSymbolsToGather,
       ...currencyPairsToGather,
       ...distinctOrders
     ];

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

@@ -1,10 +1,15 @@
-import { isCrypto, isRakutenRapidApi } from '@ghostfolio/helper';
+import {
+  isCrypto,
+  isGhostfolioScraperApiSymbol,
+  isRakutenRapidApiSymbol
+} from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
 import { MarketData } from '@prisma/client';
 import { format } from 'date-fns';
 
 import { ConfigurationService } from './configuration.service';
 import { AlphaVantageService } from './data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from './data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
 import { RakutenRapidApiService } from './data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
 import { YahooFinanceService } from './data-provider/yahoo-finance/yahoo-finance.service';
 import { DataProviderInterface } from './interfaces/data-provider.interface';
@@ -20,6 +25,7 @@ export class DataProviderService implements DataProviderInterface {
   public constructor(
     private readonly alphaVantageService: AlphaVantageService,
     private readonly configurationService: ConfigurationService,
+    private readonly ghostfolioScraperApiService: GhostfolioScraperApiService,
     private prisma: PrismaService,
     private readonly rakutenRapidApiService: RakutenRapidApiService,
     private readonly yahooFinanceService: YahooFinanceService
@@ -33,12 +39,33 @@ export class DataProviderService implements DataProviderInterface {
     if (aSymbols.length === 1) {
       const symbol = aSymbols[0];
 
-      if (isRakutenRapidApi(symbol)) {
+      if (isGhostfolioScraperApiSymbol(symbol)) {
+        return this.ghostfolioScraperApiService.get(aSymbols);
+      } else if (isRakutenRapidApiSymbol(symbol)) {
         return this.rakutenRapidApiService.get(aSymbols);
       }
     }
 
-    return this.yahooFinanceService.get(aSymbols);
+    const yahooFinanceSymbols = aSymbols.filter((symbol) => {
+      return !isGhostfolioScraperApiSymbol(symbol);
+    });
+
+    const response = await this.yahooFinanceService.get(yahooFinanceSymbols);
+
+    const ghostfolioScraperApiSymbols = aSymbols.filter((symbol) => {
+      return isGhostfolioScraperApiSymbol(symbol);
+    });
+
+    for (const symbol of ghostfolioScraperApiSymbols) {
+      if (symbol) {
+        const ghostfolioScraperApiResult = await this.ghostfolioScraperApiService.get(
+          [symbol]
+        );
+        response[symbol] = ghostfolioScraperApiResult[symbol];
+      }
+    }
+
+    return response;
   }
 
   public async getHistorical(
@@ -53,12 +80,12 @@ export class DataProviderService implements DataProviderInterface {
       [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
     } = {};
 
-    let granularityQuery =
+    const granularityQuery =
       aGranularity === 'month'
         ? `AND (date_part('day', date) = 1 OR date >= TIMESTAMP 'yesterday')`
         : '';
 
-    let rangeQuery =
+    const rangeQuery =
       from && to
         ? `AND date >= '${format(from, 'yyyy-MM-dd')}' AND date <= '${format(
             to,
@@ -99,8 +126,12 @@ export class DataProviderService implements DataProviderInterface {
   ): Promise<{
     [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
   }> {
+    const filteredSymbols = aSymbols.filter((symbol) => {
+      return !isGhostfolioScraperApiSymbol(symbol);
+    });
+
     const dataOfYahoo = await this.yahooFinanceService.getHistorical(
-      aSymbols,
+      filteredSymbols,
       undefined,
       from,
       to
@@ -127,8 +158,17 @@ export class DataProviderService implements DataProviderInterface {
             ...dataOfAlphaVantage[symbol]
           }
         };
+      } else if (isGhostfolioScraperApiSymbol(symbol)) {
+        const dataOfGhostfolioScraperApi = await this.ghostfolioScraperApiService.getHistorical(
+          [symbol],
+          undefined,
+          from,
+          to
+        );
+
+        return dataOfGhostfolioScraperApi;
       } else if (
-        isRakutenRapidApi(symbol) &&
+        isRakutenRapidApiSymbol(symbol) &&
         this.configurationService.get('RAKUTEN_RAPID_API_KEY')
       ) {
         const dataOfRakutenRapidApi = await this.rakutenRapidApiService.getHistorical(

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

@@ -0,0 +1,137 @@
+import { getYesterday } from '@ghostfolio/helper';
+import { Injectable } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
+import * as bent from 'bent';
+import * as cheerio from 'cheerio';
+import { format } from 'date-fns';
+
+import { DataProviderInterface } from '../../interfaces/data-provider.interface';
+import { Granularity } from '../../interfaces/granularity.type';
+import {
+  IDataProviderHistoricalResponse,
+  IDataProviderResponse,
+  MarketState
+} from '../../interfaces/interfaces';
+import { PrismaService } from '../../prisma.service';
+import { ScraperConfig } from './interfaces/scraper-config.interface';
+
+@Injectable()
+export class GhostfolioScraperApiService implements DataProviderInterface {
+  private static NUMERIC_REGEXP = /[-]{0,1}[\d]*[.,]{0,1}[\d]+/g;
+
+  public constructor(private prisma: PrismaService) {}
+
+  public async get(
+    aSymbols: string[]
+  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    if (aSymbols.length <= 0) {
+      return {};
+    }
+
+    try {
+      const symbol = aSymbols[0];
+
+      const scraperConfig = await this.getScraperConfigurationBySymbol(symbol);
+
+      const { marketPrice } = await this.prisma.marketData.findFirst({
+        orderBy: {
+          date: 'desc'
+        },
+        where: {
+          symbol
+        }
+      });
+
+      return {
+        [symbol]: {
+          marketPrice,
+          currency: scraperConfig?.currency,
+          dataSource: DataSource.GHOSTFOLIO,
+          marketState: MarketState.delayed,
+          name: scraperConfig?.name
+        }
+      };
+    } catch (error) {
+      console.error(error);
+    }
+
+    return {};
+  }
+
+  public async getHistorical(
+    aSymbols: string[],
+    aGranularity: Granularity = 'day',
+    from: Date,
+    to: Date
+  ): Promise<{
+    [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
+  }> {
+    if (aSymbols.length <= 0) {
+      return {};
+    }
+
+    try {
+      const symbol = aSymbols[0];
+
+      const scraperConfiguration = await this.getScraperConfigurationBySymbol(
+        symbol
+      );
+
+      const get = bent(scraperConfiguration?.url, 'GET', 'string', 200, {});
+
+      const html = await get();
+      const $ = cheerio.load(html);
+
+      const value = this.extractNumberFromString(
+        $(scraperConfiguration?.selector).text()
+      );
+
+      return {
+        [symbol]: {
+          [format(getYesterday(), 'yyyy-MM-dd')]: {
+            marketPrice: value
+          }
+        }
+      };
+    } catch (error) {
+      console.error(error);
+    }
+
+    return {};
+  }
+
+  public async getScraperConfigurations(): Promise<ScraperConfig[]> {
+    try {
+      const {
+        value: scraperConfigString
+      } = await this.prisma.property.findFirst({
+        select: {
+          value: true
+        },
+        where: { key: 'SCRAPER_CONFIG' }
+      });
+
+      return JSON.parse(scraperConfigString);
+    } catch {}
+
+    return [];
+  }
+
+  private extractNumberFromString(aString: string): number {
+    try {
+      const [numberString] = aString.match(
+        GhostfolioScraperApiService.NUMERIC_REGEXP
+      );
+      return parseFloat(numberString.trim());
+    } catch {
+      return undefined;
+    }
+  }
+
+  private async getScraperConfigurationBySymbol(aSymbol: string) {
+    const scraperConfigurations = await this.getScraperConfigurations();
+    return scraperConfigurations.find((scraperConfiguration) => {
+      return scraperConfiguration.symbol === aSymbol;
+    });
+  }
+}

apps/api/src/services/data-provider/ghostfolio-scraper-api/interfaces/scraper-config.interface.ts

@@ -0,0 +1,9 @@
+import { Currency } from '@prisma/client';
+
+export interface ScraperConfig {
+  currency: Currency;
+  name: string;
+  selector: string;
+  symbol: string;
+  url: string;
+}

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

@@ -1,14 +1,16 @@
+import { getToday, getYesterday } from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
 import * as bent from 'bent';
 import { format, subMonths, subWeeks, subYears } from 'date-fns';
-import { getToday, getYesterday } from 'libs/helper/src';
 
 import { ConfigurationService } from '../../configuration.service';
 import { DataProviderInterface } from '../../interfaces/data-provider.interface';
 import { Granularity } from '../../interfaces/granularity.type';
 import {
   IDataProviderHistoricalResponse,
-  IDataProviderResponse
+  IDataProviderResponse,
+  MarketState
 } from '../../interfaces/interfaces';
 import { PrismaService } from '../../prisma.service';
 
@@ -38,8 +40,9 @@ export class RakutenRapidApiService implements DataProviderInterface {
         return {
           'GF.FEAR_AND_GREED_INDEX': {
             currency: undefined,
-            isMarketOpen: true,
+            dataSource: DataSource.RAKUTEN,
             marketPrice: fgi.now.value,
+            marketState: MarketState.open,
             name: RakutenRapidApiService.FEAR_AND_GREED_INDEX_NAME
           }
         };

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

@@ -1,6 +1,7 @@
+import { isCrypto, isCurrency, parseCurrency } from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
 import { format } from 'date-fns';
-import { isCrypto, isCurrency, parseCurrency } from 'libs/helper/src';
 import * as yahooFinance from 'yahoo-finance';
 
 import { DataProviderInterface } from '../../interfaces/data-provider.interface';
@@ -9,6 +10,7 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse,
   Industry,
+  MarketState,
   Sector,
   Type
 } from '../../interfaces/interfaces';
@@ -48,9 +50,12 @@ export class YahooFinanceService implements DataProviderInterface {
 
         response[symbol] = {
           currency: parseCurrency(value.price?.currency),
+          dataSource: DataSource.YAHOO,
           exchange: this.parseExchange(value.price?.exchangeName),
-          isMarketOpen:
-            value.price?.marketState === 'REGULAR' || isCrypto(symbol),
+          marketState:
+            value.price?.marketState === 'REGULAR' || isCrypto(symbol)
+              ? MarketState.open
+              : MarketState.closed,
           marketPrice: value.price?.regularMarketPrice || 0,
           name: value.price?.longName || value.price?.shortName || symbol,
           type: this.parseType(this.getType(symbol, value))

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

@@ -58,8 +58,8 @@ export class ExchangeRateDataService {
       if (!this.currencies[pair]) {
         // Not found, calculate indirectly via USD
         this.currencies[pair] =
-          resultExtended[`${currency1}${Currency.USD}`][date].marketPrice *
-          resultExtended[`${Currency.USD}${currency2}`][date].marketPrice;
+          resultExtended[`${currency1}${Currency.USD}`]?.[date]?.marketPrice *
+          resultExtended[`${Currency.USD}${currency2}`]?.[date]?.marketPrice;
 
         // Calculate the opposite direction
         this.currencies[`${currency2}${currency1}`] = 1 / this.currencies[pair];

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

@@ -4,8 +4,10 @@ export interface Environment extends CleanedEnvAccessors {
   ACCESS_TOKEN_SALT: string;
   ALPHA_VANTAGE_API_KEY: string;
   CACHE_TTL: number;
+  ENABLE_FEATURE_CUSTOM_SYMBOLS: boolean;
   ENABLE_FEATURE_FEAR_AND_GREED_INDEX: boolean;
   ENABLE_FEATURE_SOCIAL_LOGIN: boolean;
+  ENABLE_FEATURE_SUBSCRIPTION: boolean;
   GOOGLE_CLIENT_ID: string;
   GOOGLE_SECRET: string;
   JWT_SECRET_KEY: string;

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

@@ -1,4 +1,4 @@
-import { Currency, Platform } from '@prisma/client';
+import { Account, Currency, DataSource, Platform } from '@prisma/client';
 
 import { OrderType } from '../../models/order-type';
 
@@ -12,6 +12,12 @@ export const Industry = {
   Software: 'Software'
 };
 
+export const MarketState = {
+  closed: 'closed',
+  delayed: 'delayed',
+  open: 'open'
+};
+
 export const Sector = {
   Consumer: 'Consumer',
   Healthcare: 'Healthcare',
@@ -27,11 +33,11 @@ export const Type = {
 };
 
 export interface IOrder {
+  account: Account;
   currency: Currency;
   date: string;
   fee: number;
   id?: string;
-  platform: Platform;
   quantity: number;
   symbol: string;
   type: OrderType;
@@ -45,12 +51,13 @@ export interface IDataProviderHistoricalResponse {
 
 export interface IDataProviderResponse {
   currency: Currency;
+  dataSource: DataSource;
   exchange?: string;
   industry?: Industry;
-  isMarketOpen: boolean;
   marketChange?: number;
   marketChangePercent?: number;
   marketPrice: number;
+  marketState: MarketState;
   name: string;
   sector?: Sector;
   type?: Type;
@@ -59,6 +66,8 @@ export interface IDataProviderResponse {
 
 export type Industry = typeof Industry[keyof typeof Industry];
 
+export type MarketState = typeof MarketState[keyof typeof MarketState];
+
 export type Sector = typeof Sector[keyof typeof Sector];
 
 export type Type = typeof Type[keyof typeof Type];

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

@@ -2,7 +2,8 @@ import { Injectable, OnModuleDestroy, OnModuleInit } from '@nestjs/common';
 import { PrismaClient } from '@prisma/client';
 
 @Injectable()
-export class PrismaService extends PrismaClient
+export class PrismaService
+  extends PrismaClient
   implements OnModuleInit, OnModuleDestroy {
   async onModuleInit() {
     await this.$connect();

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

@@ -2,14 +2,14 @@ import { Injectable } from '@nestjs/common';
 
 import { Portfolio } from '../models/portfolio';
 import { Rule } from '../models/rule';
+import { AccountClusterRiskCurrentInvestment } from '../models/rules/account-cluster-risk/current-investment';
+import { AccountClusterRiskInitialInvestment } from '../models/rules/account-cluster-risk/initial-investment';
+import { AccountClusterRiskSingleAccount } from '../models/rules/account-cluster-risk/single-account';
 import { CurrencyClusterRiskBaseCurrencyCurrentInvestment } from '../models/rules/currency-cluster-risk/base-currency-current-investment';
 import { CurrencyClusterRiskBaseCurrencyInitialInvestment } from '../models/rules/currency-cluster-risk/base-currency-initial-investment';
 import { CurrencyClusterRiskCurrentInvestment } from '../models/rules/currency-cluster-risk/current-investment';
 import { CurrencyClusterRiskInitialInvestment } from '../models/rules/currency-cluster-risk/initial-investment';
 import { FeeRatioInitialInvestment } from '../models/rules/fees/fee-ratio-initial-investment';
-import { PlatformClusterRiskCurrentInvestment } from '../models/rules/platform-cluster-risk/current-investment';
-import { PlatformClusterRiskInitialInvestment } from '../models/rules/platform-cluster-risk/initial-investment';
-import { PlatformClusterRiskSinglePlatform } from '../models/rules/platform-cluster-risk/single-platform';
 
 @Injectable()
 export class RulesService {
@@ -39,6 +39,17 @@ export class RulesService {
 
   private getDefaultRuleSettings(aUserSettings: { baseCurrency: string }) {
     return {
+      [AccountClusterRiskCurrentInvestment.name]: {
+        baseCurrency: aUserSettings.baseCurrency,
+        isActive: true,
+        threshold: 0.5
+      },
+      [AccountClusterRiskInitialInvestment.name]: {
+        baseCurrency: aUserSettings.baseCurrency,
+        isActive: true,
+        threshold: 0.5
+      },
+      [AccountClusterRiskSingleAccount.name]: { isActive: true },
       [CurrencyClusterRiskBaseCurrencyInitialInvestment.name]: {
         baseCurrency: aUserSettings.baseCurrency,
         isActive: true
@@ -61,18 +72,7 @@ export class RulesService {
         baseCurrency: aUserSettings.baseCurrency,
         isActive: true,
         threshold: 0.01
-      },
-      [PlatformClusterRiskCurrentInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true,
-        threshold: 0.5
-      },
-      [PlatformClusterRiskInitialInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true,
-        threshold: 0.5
-      },
-      [PlatformClusterRiskSinglePlatform.name]: { isActive: true }
+      }
     };
   }
 }

apps/client/src/app/adapter/date-formats.ts

@@ -1,7 +1,7 @@
 import {
   DEFAULT_DATE_FORMAT,
   DEFAULT_DATE_FORMAT_MONTH_YEAR
-} from 'libs/helper/src';
+} from '@ghostfolio/helper';
 
 export const DateFormats = {
   display: {

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

@@ -9,11 +9,6 @@ const routes: Routes = [
     loadChildren: () =>
       import('./pages/about/about-page.module').then((m) => m.AboutPageModule)
   },
-  {
-    path: 'admin',
-    loadChildren: () =>
-      import('./pages/admin/admin-page.module').then((m) => m.AdminPageModule)
-  },
   {
     path: 'account',
     loadChildren: () =>
@@ -22,9 +17,16 @@ const routes: Routes = [
       )
   },
   {
-    path: 'auth',
+    path: 'accounts',
     loadChildren: () =>
-      import('./pages/auth/auth-page.module').then((m) => m.AuthPageModule)
+      import('./pages/accounts/accounts-page.module').then(
+        (m) => m.AccountsPageModule
+      )
+  },
+  {
+    path: 'admin',
+    loadChildren: () =>
+      import('./pages/admin/admin-page.module').then((m) => m.AdminPageModule)
   },
   {
     path: 'analysis',
@@ -33,11 +35,23 @@ const routes: Routes = [
         (m) => m.AnalysisPageModule
       )
   },
+  {
+    path: 'auth',
+    loadChildren: () =>
+      import('./pages/auth/auth-page.module').then((m) => m.AuthPageModule)
+  },
   {
     path: 'home',
     loadChildren: () =>
       import('./pages/home/home-page.module').then((m) => m.HomePageModule)
   },
+  {
+    path: 'pricing',
+    loadChildren: () =>
+      import('./pages/pricing/pricing-page.module').then(
+        (m) => m.PricingPageModule
+      )
+  },
   {
     path: 'report',
     loadChildren: () =>
@@ -81,8 +95,7 @@ const routes: Routes = [
       {
         preloadingStrategy: ModulePreloadService,
         // enableTracing: true // <-- debugging purposes only
-        relativeLinkResolution: 'legacy',
-        scrollPositionRestoration: 'enabled'
+        relativeLinkResolution: 'legacy'
       }
     )
   ],

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

@@ -6,11 +6,15 @@ import {
   OnInit
 } from '@angular/core';
 import { NavigationEnd, Router } from '@angular/router';
+import { InfoItem } from '@ghostfolio/api/app/info/interfaces/info-item.interface';
+import { User } from '@ghostfolio/api/app/user/interfaces/user.interface';
+import {
+  hasPermission,
+  permissions,
+  primaryColorHex,
+  secondaryColorHex
+} from '@ghostfolio/helper';
 import { MaterialCssVarsService } from 'angular-material-css-vars';
-import { InfoItem } from 'apps/api/src/app/info/interfaces/info-item.interface';
-import { User } from 'apps/api/src/app/user/interfaces/user.interface';
-import { primaryColorHex, secondaryColorHex } from 'libs/helper/src';
-import { hasPermission, permissions } from 'libs/helper/src';
 import { Subject } from 'rxjs';
 import { filter, takeUntil } from 'rxjs/operators';
 
@@ -53,9 +57,8 @@ export class AppComponent implements OnDestroy, OnInit {
 
     this.router.events
       .pipe(filter((event) => event instanceof NavigationEnd))
-      .subscribe((test) => {
+      .subscribe(() => {
         this.currentRoute = this.router.url.toString().substring(1);
-        // this.initializeTheme();
       });
 
     this.tokenStorageService
@@ -70,7 +73,7 @@ export class AppComponent implements OnDestroy, OnInit {
 
             this.canCreateAccount = hasPermission(
               this.user.permissions,
-              permissions.createAccount
+              permissions.createUserAccount
             );
 
             this.cd.markForCheck();

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

@@ -1,14 +1,14 @@
-<table mat-table [dataSource]="dataSource" class="w-100">
+<table class="gf-table w-100" mat-table [dataSource]="dataSource">
   <ng-container matColumnDef="granteeAlias">
-    <th mat-header-cell *matHeaderCellDef i18n>User</th>
-    <td mat-cell *matCellDef="let element">
+    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>User</th>
+    <td *matCellDef="let element" class="px-1" mat-cell>
       {{ element.granteeAlias }}
     </td></ng-container
   >
 
   <ng-container matColumnDef="type">
-    <th mat-header-cell *matHeaderCellDef i18n>Type</th>
-    <td mat-cell *matCellDef="let element">
+    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Type</th>
+    <td *matCellDef="let element" class="px-1" mat-cell>
       <ion-icon class="mr-1" name="lock-closed-outline"></ion-icon>
       Restricted Access
     </td></ng-container

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

@@ -1,3 +1,5 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
 :host {
   display: block;
 }

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

@@ -6,7 +6,7 @@ import {
   OnInit
 } from '@angular/core';
 import { MatTableDataSource } from '@angular/material/table';
-import { Access } from 'apps/api/src/app/access/interfaces/access.interface';
+import { Access } from '@ghostfolio/api/app/access/interfaces/access.interface';
 
 @Component({
   selector: 'gf-access-table',

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

@@ -0,0 +1,81 @@
+<table
+  class="gf-table w-100"
+  matSort
+  matSortActive="account"
+  matSortDirection="desc"
+  mat-table
+  [dataSource]="dataSource"
+>
+  <ng-container matColumnDef="account">
+    <th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
+      Name
+    </th>
+    <td *matCellDef="let element" class="px-1" mat-cell>
+      {{ element.name }}
+    </td>
+  </ng-container>
+
+  <ng-container matColumnDef="platform">
+    <th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
+      Platform
+    </th>
+    <td *matCellDef="let element" class="px-1" mat-cell>
+      <div class="d-flex">
+        <gf-symbol-icon
+          *ngIf="element.Platform?.url"
+          class="mr-1"
+          [tooltip]=""
+          [url]="element.Platform?.url"
+        ></gf-symbol-icon>
+        <span>{{ element.Platform?.name }}</span>
+      </div>
+    </td>
+  </ng-container>
+
+  <ng-container matColumnDef="actions">
+    <th *matHeaderCellDef class="px-1 text-center" i18n mat-header-cell></th>
+    <td *matCellDef="let element" class="px-1 text-center" mat-cell>
+      <button
+        class="mx-1 no-min-width px-2"
+        mat-button
+        [matMenuTriggerFor]="accountMenu"
+        (click)="$event.stopPropagation()"
+      >
+        <ion-icon name="ellipsis-vertical"></ion-icon>
+      </button>
+      <mat-menu #accountMenu="matMenu" xPosition="before">
+        <button i18n mat-menu-item (click)="onUpdateAccount(element)">
+          Edit
+        </button>
+        <button
+          i18n
+          mat-menu-item
+          [disabled]="element.isDefault || element.Order?.length > 0"
+          (click)="onDeleteAccount(element.id)"
+        >
+          Delete
+        </button>
+      </mat-menu>
+    </td>
+  </ng-container>
+
+  <ng-container matColumnDef="transactions">
+    <th *matHeaderCellDef i18n mat-header-cell mat-sort-header>Transactions</th>
+    <td *matCellDef="let element" mat-cell>
+      {{ element.Order?.length }}
+    </td>
+  </ng-container>
+
+  <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
+  <tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
+</table>
+
+<ngx-skeleton-loader
+  *ngIf="isLoading"
+  animation="pulse"
+  class="px-4 py-3"
+  [theme]="{
+    height: '1.5rem',
+    width: '100%'
+  }"
+></ngx-skeleton-loader>

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

@@ -0,0 +1,27 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+
+  ::ng-deep {
+    .mat-form-field-infix {
+      border-top: 0 solid transparent !important;
+    }
+  }
+
+  .mat-table {
+    th {
+      ::ng-deep {
+        .mat-sort-header-container {
+          justify-content: inherit;
+        }
+      }
+    }
+  }
+}
+
+:host-context(.is-dark-theme) {
+  .mat-form-field {
+    color: rgba(var(--light-primary-text));
+  }
+}

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

@@ -0,0 +1,85 @@
+import {
+  ChangeDetectionStrategy,
+  Component,
+  EventEmitter,
+  Input,
+  OnChanges,
+  OnDestroy,
+  OnInit,
+  Output,
+  ViewChild
+} from '@angular/core';
+import { MatDialog } from '@angular/material/dialog';
+import { MatSort } from '@angular/material/sort';
+import { MatTableDataSource } from '@angular/material/table';
+import { ActivatedRoute, Router } from '@angular/router';
+import { Account as AccountModel } from '@prisma/client';
+import { Subject, Subscription } from 'rxjs';
+
+@Component({
+  selector: 'gf-accounts-table',
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  templateUrl: './accounts-table.component.html',
+  styleUrls: ['./accounts-table.component.scss']
+})
+export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
+  @Input() accounts: AccountModel[];
+  @Input() baseCurrency: string;
+  @Input() deviceType: string;
+  @Input() locale: string;
+  @Input() showActions: boolean;
+
+  @Output() accountDeleted = new EventEmitter<string>();
+  @Output() accountToUpdate = new EventEmitter<AccountModel>();
+
+  @ViewChild(MatSort) sort: MatSort;
+
+  public dataSource: MatTableDataSource<AccountModel> = new MatTableDataSource();
+  public displayedColumns = [];
+  public isLoading = true;
+  public routeQueryParams: Subscription;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    private dialog: MatDialog,
+    private route: ActivatedRoute,
+    private router: Router
+  ) {}
+
+  public ngOnInit() {}
+
+  public ngOnChanges() {
+    this.displayedColumns = ['account', 'platform', 'transactions'];
+
+    if (this.showActions) {
+      this.displayedColumns.push('actions');
+    }
+
+    this.isLoading = true;
+
+    if (this.accounts) {
+      this.dataSource = new MatTableDataSource(this.accounts);
+      this.dataSource.sort = this.sort;
+
+      this.isLoading = false;
+    }
+  }
+
+  public onDeleteAccount(aId: string) {
+    const confirmation = confirm('Do you really want to delete this account?');
+
+    if (confirmation) {
+      this.accountDeleted.emit(aId);
+    }
+  }
+
+  public onUpdateAccount(aAccount: AccountModel) {
+    this.accountToUpdate.emit(aAccount);
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

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

@@ -0,0 +1,33 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatInputModule } from '@angular/material/input';
+import { MatMenuModule } from '@angular/material/menu';
+import { MatSortModule } from '@angular/material/sort';
+import { MatTableModule } from '@angular/material/table';
+import { RouterModule } from '@angular/router';
+import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
+
+import { GfSymbolIconModule } from '../symbol-icon/symbol-icon.module';
+import { GfValueModule } from '../value/value.module';
+import { AccountsTableComponent } from './accounts-table.component';
+
+@NgModule({
+  declarations: [AccountsTableComponent],
+  exports: [AccountsTableComponent],
+  imports: [
+    CommonModule,
+    GfSymbolIconModule,
+    GfValueModule,
+    MatButtonModule,
+    MatInputModule,
+    MatMenuModule,
+    MatSortModule,
+    MatTableModule,
+    NgxSkeletonLoaderModule,
+    RouterModule
+  ],
+  providers: [],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfAccountsTableModule {}

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

@@ -1,3 +1,9 @@
+<gf-symbol-icon
+  *ngIf="symbolUrl"
+  class="mr-1"
+  size="large"
+  [url]="symbolUrl"
+></gf-symbol-icon>
 <span class="flex-grow-1 text-truncate">{{ title }}</span>
 <button
   *ngIf="deviceType !== 'mobile'"

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

@@ -1,3 +1,4 @@
 :host {
+  align-items: center;
   display: flex;
 }

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

@@ -16,6 +16,7 @@ import {
 })
 export class DialogHeaderComponent implements OnInit {
   @Input() deviceType: string;
+  @Input() symbolUrl: string;
   @Input() title: string;
 
   @Output() closeButtonClicked = new EventEmitter<void>();

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

@@ -1,13 +1,14 @@
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
+import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
 
 import { DialogHeaderComponent } from './dialog-header.component';
 
 @NgModule({
   declarations: [DialogHeaderComponent],
   exports: [DialogHeaderComponent],
-  imports: [CommonModule, MatButtonModule],
+  imports: [CommonModule, GfSymbolIconModule, MatButtonModule],
   providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })

apps/client/src/app/components/fear-and-greed-index/fear-and-greed-index.component.ts

@@ -5,7 +5,7 @@ import {
   OnChanges,
   OnInit
 } from '@angular/core';
-import { resolveFearAndGreedIndex } from 'libs/helper/src';
+import { resolveFearAndGreedIndex } from '@ghostfolio/helper';
 
 @Component({
   selector: 'gf-fear-and-greed-index',

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

@@ -6,59 +6,76 @@
     <span class="spacer"></span>
     <a
       class="d-none d-sm-block"
-      [routerLink]="['/']"
       i18n
       mat-flat-button
-      [color]="currentRoute === 'home' ? 'primary' : null"
+      [color]="currentRoute?.startsWith('home') ? 'primary' : null"
+      [routerLink]="['/']"
       >Overview</a
     >
     <a
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/analysis']"
       i18n
       mat-flat-button
-      [color]="currentRoute === 'analysis' ? 'primary' : null"
+      [color]="currentRoute?.startsWith('analysis') ? 'primary' : null"
+      [routerLink]="['/analysis']"
       >Analysis</a
     >
     <a
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/report']"
       i18n
       mat-flat-button
-      [color]="currentRoute === 'report' ? 'primary' : null"
+      [color]="currentRoute?.startsWith('report') ? 'primary' : null"
+      [routerLink]="['/report']"
       >X-ray</a
     >
     <a
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/transactions']"
       i18n
       mat-flat-button
-      [color]="currentRoute === 'transactions' ? 'primary' : null"
+      [color]="currentRoute?.startsWith('transactions') ? 'primary' : null"
+      [routerLink]="['/transactions']"
       >Transactions</a
     >
     <a
-      *ngIf="canAccessAdminAccessControl"
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/admin']"
       i18n
       mat-flat-button
-      [color]="currentRoute === 'admin' ? 'primary' : null"
+      [color]="currentRoute?.startsWith('accounts') ? 'primary' : null"
+      [routerLink]="['/accounts']"
+      >Accounts</a
+    >
+    <a
+      *ngIf="hasPermissionToAccessAdminControl"
+      class="d-none d-sm-block mx-1"
+      i18n
+      mat-flat-button
+      [color]="currentRoute?.startsWith('admin') ? 'primary' : null"
+      [routerLink]="['/admin']"
       >Admin Control</a
     >
     <a
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/resources']"
       i18n
       mat-flat-button
-      [color]="currentRoute === 'resources' ? 'primary' : null"
+      [color]="currentRoute?.startsWith('resources') ? 'primary' : null"
+      [routerLink]="['/resources']"
       >Resources</a
     >
     <a
+      *ngIf="hasPermissionForSubscription"
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/about']"
       i18n
       mat-flat-button
-      [color]="currentRoute === 'about' ? 'primary' : null"
+      [color]="currentRoute?.startsWith('pricing') ? 'primary' : null"
+      [routerLink]="['/pricing']"
+      >Pricing</a
+    >
+    <a
+      class="d-none d-sm-block mx-1"
+      i18n
+      mat-flat-button
+      [color]="currentRoute?.startsWith('about') ? 'primary' : null"
+      [routerLink]="['/about']"
       >About</a
     >
     <button
@@ -119,60 +136,81 @@
       </ng-container>
       <a
         class="d-block d-sm-none"
-        [routerLink]="['/analysis']"
         i18n
         mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'analysis' }"
+        [ngClass]="{ 'font-weight-bold': currentRoute?.startsWith('analysis') }"
+        [routerLink]="['/analysis']"
         >Analysis</a
       >
       <a
         class="d-block d-sm-none"
-        [routerLink]="['/report']"
         i18n
         mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'report' }"
+        [ngClass]="{ 'font-weight-bold': currentRoute?.startsWith('report') }"
+        [routerLink]="['/report']"
         >X-ray</a
       >
       <a
         class="d-block d-sm-none"
-        [routerLink]="['/transactions']"
         i18n
         mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'transactions' }"
+        [ngClass]="{
+          'font-weight-bold': currentRoute?.startsWith('transactions')
+        }"
+        [routerLink]="['/transactions']"
         >Transactions</a
       >
       <a
-        class="align-items-center d-flex"
-        [routerLink]="['/account']"
+        class="d-block d-sm-none"
         i18n
         mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'account' }"
-        >Account</a
+        [ngClass]="{ 'font-weight-bold': currentRoute?.startsWith('accounts') }"
+        [routerLink]="['/accounts']"
+        >Accounts</a
       >
       <a
-        *ngIf="canAccessAdminAccessControl"
-        class="d-block d-sm-none"
-        [routerLink]="['/admin']"
+        class="align-items-center d-flex"
         i18n
         mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'admin' }"
+        [ngClass]="{ 'font-weight-bold': currentRoute?.startsWith('account') }"
+        [routerLink]="['/account']"
+        >Ghostfolio Account</a
+      >
+      <a
+        *ngIf="hasPermissionToAccessAdminControl"
+        class="d-block d-sm-none"
+        i18n
+        mat-menu-item
+        [ngClass]="{ 'font-weight-bold': currentRoute?.startsWith('admin') }"
+        [routerLink]="['/admin']"
         >Admin Control</a
       >
       <hr class="m-0" />
       <a
         class="d-block d-sm-none"
-        [routerLink]="['/resources']"
         i18n
         mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'resources' }"
+        [ngClass]="{
+          'font-weight-bold': currentRoute?.startsWith('resources')
+        }"
+        [routerLink]="['/resources']"
         >Resources</a
       >
       <a
+        *ngIf="hasPermissionForSubscription"
         class="d-block d-sm-none"
-        [routerLink]="['/about']"
         i18n
         mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'about' }"
+        [ngClass]="{ 'font-weight-bold': currentRoute?.startsWith('pricing') }"
+        [routerLink]="['/pricing']"
+        >Pricing</a
+      >
+      <a
+        class="d-block d-sm-none"
+        i18n
+        mat-menu-item
+        [ngClass]="{ 'font-weight-bold': currentRoute?.startsWith('about') }"
+        [routerLink]="['/about']"
         >About Ghostfolio</a
       >
       <hr class="d-block d-sm-none m-0" />
@@ -182,19 +220,19 @@
   <ng-container *ngIf="user === null">
     <a
       *ngIf="currentRoute && currentRoute !== 'start'"
-      [routerLink]="['/']"
       class="mx-2 no-min-width px-2"
       mat-button
+      [routerLink]="['/']"
     >
       <gf-logo></gf-logo>
     </a>
     <span class="spacer"></span>
     <a
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/about']"
       i18n
       mat-flat-button
-      [color]="currentRoute === 'about' ? 'primary' : null"
+      [color]="currentRoute?.startsWith('about') ? 'primary' : null"
+      [routerLink]="['/about']"
       >About</a
     >
     <a

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

@@ -6,17 +6,16 @@ import {
 } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { Router } from '@angular/router';
-import { InfoItem } from 'apps/api/src/app/info/interfaces/info-item.interface';
-import { User } from 'apps/api/src/app/user/interfaces/user.interface';
-import { hasPermission, permissions } from 'libs/helper/src';
+import { InfoItem } from '@ghostfolio/api/app/info/interfaces/info-item.interface';
+import { User } from '@ghostfolio/api/app/user/interfaces/user.interface';
+import { LoginWithAccessTokenDialog } from '@ghostfolio/client/pages/login/login-with-access-token-dialog/login-with-access-token-dialog.component';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
+import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
+import { hasPermission, permissions } from '@ghostfolio/helper';
 import { EMPTY, Subject } from 'rxjs';
 import { catchError, takeUntil } from 'rxjs/operators';
 
-import { LoginWithAccessTokenDialog } from '../../pages/login/login-with-access-token-dialog/login-with-access-token-dialog.component';
-import { DataService } from '../../services/data.service';
-import { ImpersonationStorageService } from '../../services/impersonation-storage.service';
-import { TokenStorageService } from '../../services/token-storage.service';
-
 @Component({
   selector: 'gf-header',
   changeDetection: ChangeDetectionStrategy.OnPush,
@@ -28,8 +27,9 @@ export class HeaderComponent implements OnChanges {
   @Input() info: InfoItem;
   @Input() user: User;
 
-  public canAccessAdminAccessControl: boolean;
-  public hasPermissionToUseSocialLogin: boolean;
+  public hasPermissionForSocialLogin: boolean;
+  public hasPermissionForSubscription: boolean;
+  public hasPermissionToAccessAdminControl: boolean;
   public impersonationId: string;
 
   private unsubscribeSubject = new Subject<void>();
@@ -50,16 +50,21 @@ export class HeaderComponent implements OnChanges {
 
   public ngOnChanges() {
     if (this.user) {
-      this.canAccessAdminAccessControl = hasPermission(
+      this.hasPermissionForSocialLogin = hasPermission(
+        this.info?.globalPermissions,
+        permissions.enableSocialLogin
+      );
+
+      this.hasPermissionForSubscription = hasPermission(
+        this.info?.globalPermissions,
+        permissions.enableSubscription
+      );
+
+      this.hasPermissionToAccessAdminControl = hasPermission(
         this.user.permissions,
         permissions.accessAdminControl
       );
     }
-
-    this.hasPermissionToUseSocialLogin = hasPermission(
-      this.info?.globalPermissions,
-      permissions.useSocialLogin
-    );
   }
 
   public impersonateAccount(aId: string) {
@@ -82,7 +87,7 @@ export class HeaderComponent implements OnChanges {
       autoFocus: false,
       data: {
         accessToken: '',
-        hasPermissionToUseSocialLogin: this.hasPermissionToUseSocialLogin
+        hasPermissionToUseSocialLogin: this.hasPermissionForSocialLogin
       },
       width: '30rem'
     });

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

@@ -4,8 +4,8 @@ import { MatButtonModule } from '@angular/material/button';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatToolbarModule } from '@angular/material/toolbar';
 import { RouterModule } from '@angular/router';
+import { LoginWithAccessTokenDialogModule } from '@ghostfolio/client/pages/login/login-with-access-token-dialog/login-with-access-token-dialog.module';
 
-import { LoginWithAccessTokenDialogModule } from '../../pages/login/login-with-access-token-dialog/login-with-access-token-dialog.module';
 import { GfLogoModule } from '../logo/logo.module';
 import { HeaderComponent } from './header.component';
 

apps/client/src/app/components/investment-chart/investment-chart.component.ts

@@ -9,7 +9,8 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
-import { PortfolioItem } from 'apps/api/src/app/portfolio/interfaces/portfolio-item.interface';
+import { PortfolioItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
+import { primaryColorRgb } from '@ghostfolio/helper';
 import {
   LineController,
   LineElement,
@@ -18,7 +19,6 @@ import {
   TimeScale
 } from 'chart.js';
 import { Chart } from 'chart.js';
-import { primaryColorRgb } from 'libs/helper/src';
 
 @Component({
   selector: 'gf-investment-chart',

apps/client/src/app/components/line-chart/line-chart.component.ts

@@ -9,6 +9,7 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
+import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/helper';
 import {
   Chart,
   Filler,
@@ -18,7 +19,6 @@ import {
   PointElement,
   TimeScale
 } from 'chart.js';
-import { primaryColorRgb, secondaryColorRgb } from 'libs/helper/src';
 
 import { LineChartItem } from './interfaces/line-chart.interface';
 

apps/client/src/app/components/performance-chart-dialog/performance-chart-dialog.component.ts

@@ -5,9 +5,9 @@ import {
   Inject
 } from '@angular/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { DataService } from '@ghostfolio/client/services/data.service';
 import { isToday, parse } from 'date-fns';
 
-import { DataService } from '../../services/data.service';
 import { LineChartItem } from '../line-chart/interfaces/line-chart.interface';
 import { PositionDetailDialogParams } from './interfaces/interfaces';
 

apps/client/src/app/components/performance-chart-dialog/performance-chart-dialog.module.ts

@@ -2,9 +2,9 @@ import { CommonModule } from '@angular/common';
 import { NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
+import { GfLineChartModule } from '@ghostfolio/client/components/line-chart/line-chart.module';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
-import { GfLineChartModule } from '../../components/line-chart/line-chart.module';
 import { GfDialogFooterModule } from '../dialog-footer/dialog-footer.module';
 import { GfDialogHeaderModule } from '../dialog-header/dialog-header.module';
 import { GfFearAndGreedIndexModule } from '../fear-and-greed-index/fear-and-greed-index.module';