Release 1.8.0 (#122)

* Fix missing header of public pages

* Update changelog

.env

@@ -5,12 +5,12 @@ REDIS_HOST=localhost
 REDIS_PORT=6379
 
 # POSTGRES
+POSTGRES_DB=ghostfolio-db
 POSTGRES_USER=user
 POSTGRES_PASSWORD=password
-POSTGRES_DB=ghostfolio-db
 
 ACCESS_TOKEN_SALT=GHOSTFOLIO
 ALPHA_VANTAGE_API_KEY=
-DATABASE_URL=postgresql://user:password@localhost:5432/ghostfolio-db?sslmode=prefer
+DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer
 JWT_SECRET_KEY=123456
 PORT=3333

.travis.yml

@@ -0,0 +1,10 @@
+language: node_js
+git:
+  depth: false
+node_js:
+  - 14
+before_script:
+  - yarn
+script:
+  - yarn format:check
+  - yarn test

CHANGELOG.md

@@ -5,6 +5,174 @@ 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).
 
+## 1.8.0 - 24.05.2021
+
+### Added
+
+- Added a section for _Analysis_, _X-ray_ and upcoming tools
+
+### Changed
+
+- Introduced a user service implemented as an observable store (single source of truth for state)
+
+### Fixed
+
+- Fixed the performance chart by considering the investment
+- Fixed missing header of public pages (_About_, _Pricing_, _Resources_)
+
+## 1.7.0 - 22.05.2021
+
+### Changed
+
+- Hid footer on mobile (except on landing page)
+
+### Fixed
+
+- Fixed the internal navigation of the _Zen Mode_ in combination with a query parameter
+
+## 1.6.0 - 22.05.2021
+
+### Added
+
+- Added an index in the user table of the admin control panel
+
+### Changed
+
+- Improved the alignment in the user table of the admin control panel
+
+## 1.5.0 - 22.05.2021
+
+### Added
+
+- Added _Zen Mode_: the distraction-free view
+
+## 1.4.0 - 20.05.2021
+
+### Added
+
+- Added filtering by year in the transaction filtering component
+
+### Changed
+
+- Renamed _Ghostfolio Account_ to _My Ghostfolio_
+- Hid unknown exchange in the position overview
+- Disable the base currency selector for the demo user
+- Refactored the portfolio unit tests to work without database
+- Refactored the search functionality of the data management (aligned with data source)
+- Renamed shared helper to `@ghostfolio/common/helper`
+- Moved shared interfaces to `@ghostfolio/common/interfaces`
+- Moved shared types to `@ghostfolio/common/types`
+
+## 1.3.0 - 15.05.2021
+
+### Changed
+
+- Refactored the active menu item state by parsing the current url
+- Used a desaturated background color for unknown types in pie charts
+- Renamed the columns _Initial Share_ and _Current Share_ to _Initial Allocation_ and _Current Allocation_ in the positions table
+
+### Fixed
+
+- Fixed the link to the pricing page
+
+## 1.2.1 - 14.05.2021
+
+### Changed
+
+- Updated the sitemap
+
+## 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

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>
@@ -68,19 +71,18 @@ The frontend is built with [Angular](https://angular.io).
 ### 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 `cd -` to go back to the project root directory
-6. Run `yarn setup:database` to initialize the database schema and populate your database with (example) data
-7. Start server and client (see _Development_)
-8. Login as _Admin_ with the following _Security Token_: `ae76872ae8f3419c6d6f64bf51888ecbcc703927a342d815fafe486acdb938da07d0cf44fca211a0be74a423238f535362d390a41e81e633a9ce668a6e31cdf9`
-9. Go to the _Admin Control Panel_ and press _Gather All Data_ to fetch historical data
-10. Press _Sign out_ and check out the _Live Demo_
+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_
+Please make sure you have completed the instructions from [_Setup_](#Setup)
 
 ### Start server
 

angular.json

@@ -208,22 +208,22 @@
         }
       }
     },
-    "helper": {
-      "root": "libs/helper",
-      "sourceRoot": "libs/helper/src",
+    "common": {
+      "root": "libs/common",
+      "sourceRoot": "libs/common/src",
       "projectType": "library",
       "architect": {
         "lint": {
           "builder": "@nrwl/linter:eslint",
           "options": {
-            "lintFilePatterns": ["libs/helper/**/*.ts"]
+            "lintFilePatterns": ["libs/common/**/*.ts"]
           }
         },
         "test": {
           "builder": "@nrwl/jest:jest",
-          "outputs": ["coverage/libs/helper"],
+          "outputs": ["coverage/libs/common"],
           "options": {
-            "jestConfig": "libs/helper/jest.config.js",
+            "jestConfig": "libs/common/jest.config.js",
             "passWithNoTests": true
           }
         }

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

@@ -1,10 +1,10 @@
-import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import { Access } from '@ghostfolio/common/interfaces';
+import { RequestWithUser } from '@ghostfolio/common/types';
 import { Controller, Get, Inject, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 
 import { AccessService } from './access.service';
-import { Access } from './interfaces/access.interface';
 
 @Controller('access')
 export class AccessController {

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

@@ -1,9 +1,8 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { AccessWithGranteeUser } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { Prisma } from '@prisma/client';
 
-import { AccessWithGranteeUser } from './interfaces/access-with-grantee-user.type';
-
 @Injectable()
 export class AccessService {
   public constructor(private prisma: PrismaService) {}

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

@@ -0,0 +1,241 @@
+import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import {
+  getPermissions,
+  hasPermission,
+  permissions
+} from '@ghostfolio/common/permissions';
+import { RequestWithUser } from '@ghostfolio/common/types';
+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 } 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

@@ -1,6 +1,11 @@
-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 { AdminData } from '@ghostfolio/common/interfaces';
+import {
+  getPermissions,
+  hasPermission,
+  permissions
+} from '@ghostfolio/common/permissions';
+import { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
   Get,
@@ -14,7 +19,6 @@ import { AuthGuard } from '@nestjs/passport';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AdminService } from './admin.service';
-import { AdminData } from './interfaces/admin-data.interface';
 
 @Controller('admin')
 export class AdminController {

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

@@ -1,10 +1,9 @@
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { AdminData } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { Currency } from '@prisma/client';
 
-import { AdminData } from './interfaces/admin-data.interface';
-
 @Injectable()
 export class AdminService {
   public constructor(
@@ -109,7 +108,7 @@ export class AdminService {
         createdAt: true,
         id: true
       },
-      take: 20,
+      take: 30,
       where: {
         NOT: {
           Analytics: null

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

@@ -16,6 +16,7 @@ import { YahooFinanceService } from '../services/data-provider/yahoo-finance/yah
 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';
@@ -32,6 +33,7 @@ import { UserModule } from './user/user.module';
   imports: [
     AdminModule,
     AccessModule,
+    AccountModule,
     AuthModule,
     CacheModule,
     ConfigModule.forRoot(),

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

@@ -1,5 +1,5 @@
-import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
-import { Controller, Inject, Param, Post, UseGuards } from '@nestjs/common';
+import { RequestWithUser } from '@ghostfolio/common/types';
+import { Controller, Inject, Post, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 

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

@@ -1,9 +1,6 @@
-import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
-import {
-  baseCurrency,
-  benchmarks,
-  isApiTokenAuthorized
-} from '@ghostfolio/helper';
+import { baseCurrency, benchmarks } from '@ghostfolio/common/config';
+import { isApiTokenAuthorized } from '@ghostfolio/common/permissions';
+import { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,

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

@@ -3,11 +3,11 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider.serv
 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 { OrderWithAccount } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { Currency, Type } from '@prisma/client';
 import { parseISO } from 'date-fns';
 
-import { OrderWithPlatform } from '../order/interfaces/order-with-platform.type';
 import { CreateOrderDto } from './create-order.dto';
 import { Data } from './interfaces/data.interface';
 
@@ -33,12 +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.controller.ts

@@ -1,7 +1,7 @@
+import { InfoItem } from '@ghostfolio/common/interfaces';
 import { Controller, Get } from '@nestjs/common';
 
 import { InfoService } from './info.service';
-import { InfoItem } from './interfaces/info-item.interface';
 
 @Controller('info')
 export class InfoController {

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

@@ -1,12 +1,11 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { permissions } from '@ghostfolio/helper';
+import { InfoItem } from '@ghostfolio/common/interfaces';
+import { permissions } from '@ghostfolio/common/permissions';
 import { Injectable } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 import { Currency } from '@prisma/client';
 
-import { InfoItem } from './interfaces/info-item.interface';
-
 @Injectable()
 export class InfoService {
   private static DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';

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

@@ -1,4 +1,4 @@
-import { Currency, Type } from '@prisma/client';
+import { Currency, DataSource, Type } from '@prisma/client';
 import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class CreateOrderDto {
@@ -8,16 +8,15 @@ export class CreateOrderDto {
   @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-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

@@ -1,7 +1,11 @@
-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 {
+  getPermissions,
+  hasPermission,
+  permissions
+} from '@ghostfolio/common/permissions';
+import { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,
@@ -71,7 +75,11 @@ 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 }
@@ -121,41 +129,19 @@ export class OrderController {
     const accountId = data.accountId;
     delete data.accountId;
 
-    if (data.platformId) {
-      const platformId = data.platformId;
-      delete data.platformId;
-
-      return this.orderService.createOrder(
-        {
-          ...data,
-          date,
-          Account: {
-            connect: {
-              id_userId: { id: accountId, userId: this.request.user.id }
-            }
-          },
-          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,
-          Account: {
-            connect: {
-              id_userId: { id: accountId, userId: this.request.user.id }
-            }
-          },
-          User: { connect: { id: this.request.user.id } }
-        },
-        this.request.user.id
-      );
-    }
+        User: { connect: { id: this.request.user.id } }
+      },
+      this.request.user.id
+    );
   }
 
   @Put(':id')
@@ -180,65 +166,38 @@ export class OrderController {
       }
     });
 
+    if (!originalOrder) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
     const date = parseISO(data.date);
 
     const accountId = data.accountId;
     delete data.accountId;
 
-    if (data.platformId) {
-      const platformId = data.platformId;
-      delete data.platformId;
-
-      return this.orderService.updateOrder(
-        {
-          data: {
-            ...data,
-            date,
-            Account: {
-              connect: {
-                id_userId: { id: accountId, userId: this.request.user.id }
-              }
-            },
-            Platform: { connect: { id: platformId } },
-            User: { connect: { id: this.request.user.id } }
-          },
-          where: {
-            id_userId: {
-              id,
-              userId: this.request.user.id
+    return this.orderService.updateOrder(
+      {
+        data: {
+          ...data,
+          date,
+          Account: {
+            connect: {
+              id_userId: { id: accountId, 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,
-            Account: {
-              connect: {
-                id_userId: { id: accountId, userId: this.request.user.id }
-              }
-            },
-            Platform: originalOrder.platformId
-              ? { disconnect: true }
-              : undefined,
-            User: { connect: { id: this.request.user.id } }
           },
-          where: {
-            id_userId: {
-              id,
-              userId: this.request.user.id
-            }
-          }
+          User: { connect: { id: this.request.user.id } }
         },
-        this.request.user.id
-      );
-    }
+        where: {
+          id_userId: {
+            id,
+            userId: this.request.user.id
+          }
+        }
+      },
+      this.request.user.id
+    );
   }
 }

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 { OrderWithAccount } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { Order, Prisma } from '@prisma/client';
 
 import { CacheService } from '../cache/cache.service';
 import { RedisCacheService } from '../redis-cache/redis-cache.service';
-import { OrderWithPlatform } from './interfaces/order-with-platform.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

@@ -1,4 +1,4 @@
-import { Currency, Type } from '@prisma/client';
+import { Currency, DataSource, Type } from '@prisma/client';
 import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class UpdateOrderDto {
@@ -8,16 +8,15 @@ export class UpdateOrderDto {
   @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-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/portfolio.controller.ts

@@ -4,7 +4,19 @@ import {
 } 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 {
+  PortfolioItem,
+  PortfolioOverview,
+  PortfolioPerformance,
+  PortfolioPosition,
+  PortfolioReport
+} from '@ghostfolio/common/interfaces';
+import {
+  getPermissions,
+  hasPermission,
+  permissions
+} from '@ghostfolio/common/permissions';
+import { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
   Get,
@@ -21,16 +33,10 @@ import { AuthGuard } from '@nestjs/passport';
 import { Response } from 'express';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
-import { RequestWithUser } from '../interfaces/request-with-user.type';
-import { PortfolioItem } from './interfaces/portfolio-item.interface';
-import { PortfolioOverview } from './interfaces/portfolio-overview.interface';
-import { PortfolioPerformance } from './interfaces/portfolio-performance.interface';
 import {
   HistoricalDataItem,
   PortfolioPositionDetail
 } from './interfaces/portfolio-position-detail.interface';
-import { PortfolioPosition } from './interfaces/portfolio-position.interface';
-import { PortfolioReport } from './interfaces/portfolio-report.interface';
 import { PortfolioService } from './portfolio.service';
 
 @Controller('portfolio')
@@ -185,11 +191,11 @@ 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.service.ts

@@ -1,10 +1,14 @@
-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 {
+  PortfolioItem,
+  PortfolioOverview
+} from '@ghostfolio/common/interfaces';
+import { DateRange, RequestWithUser } from '@ghostfolio/common/types';
 import { Inject, Injectable } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import {
@@ -26,9 +30,6 @@ import * as roundTo from 'round-to';
 import { OrderService } from '../order/order.service';
 import { RedisCacheService } from '../redis-cache/redis-cache.service';
 import { UserService } from '../user/user.service';
-import { DateRange } from './interfaces/date-range.type';
-import { PortfolioItem } from './interfaces/portfolio-item.interface';
-import { PortfolioOverview } from './interfaces/portfolio-overview.interface';
 import {
   HistoricalDataItem,
   PortfolioPositionDetail
@@ -73,7 +74,7 @@ export class PortfolioService {
       // Get portfolio from database
       const orders = await this.orderService.orders({
         include: {
-          Platform: true
+          Account: true
         },
         orderBy: { date: 'asc' },
         where: { userId: aUserId }
@@ -157,8 +158,8 @@ export class PortfolioService {
         return {
           date: format(parseISO(portfolioItem.date), 'yyyy-MM-dd'),
           grossPerformancePercent: portfolioItem.grossPerformancePercent,
-          marketPrice: portfolioItem.value || null,
-          value: portfolioItem.value || null
+          marketPrice: portfolioItem.value ?? null,
+          value: portfolioItem.value - portfolioItem.investment ?? null
         };
       });
   }
@@ -209,7 +210,8 @@ export class PortfolioService {
         firstBuyDate,
         investment,
         marketPrice,
-        quantity
+        quantity,
+        transactionCount
       } = portfolio.getPositions(new Date())[aSymbol];
 
       const historicalData = await this.dataProviderService.getHistorical(
@@ -262,6 +264,7 @@ export class PortfolioService {
         maxPrice,
         minPrice,
         quantity,
+        transactionCount,
         grossPerformance: this.exchangeRateDataService.toCurrency(
           marketPrice - averagePrice,
           currency,
@@ -315,7 +318,8 @@ export class PortfolioService {
         maxPrice: undefined,
         minPrice: undefined,
         quantity: undefined,
-        symbol: aSymbol
+        symbol: aSymbol,
+        transactionCount: undefined
       };
     }
 
@@ -331,7 +335,8 @@ export class PortfolioService {
       maxPrice: undefined,
       minPrice: undefined,
       quantity: undefined,
-      symbol: aSymbol
+      symbol: aSymbol,
+      transactionCount: undefined
     };
   }
 

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

@@ -1,4 +1,7 @@
+import { DataSource } from '@prisma/client';
+
 export interface LookupItem {
+  dataSource: DataSource;
   name: string;
   symbol: string;
 }

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

@@ -1,4 +1,4 @@
-import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
   Get,
@@ -28,9 +28,12 @@ export class SymbolController {
    */
   @Get('lookup')
   @UseGuards(AuthGuard('jwt'))
-  public async lookupSymbol(@Query() { query }): Promise<LookupItem[]> {
+  public async lookupSymbol(
+    @Query() { query = '' }
+  ): Promise<{ items: LookupItem[] }> {
     try {
-      return this.symbolService.lookup(query);
+      const encodedQuery = encodeURIComponent(query.toLowerCase());
+      return this.symbolService.lookup(encodedQuery);
     } catch {
       throw new HttpException(
         getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR),

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

@@ -1,8 +1,8 @@
 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 * as bent from 'bent';
+import { Currency, DataSource } from '@prisma/client';
 
 import { LookupItem } from './interfaces/lookup-item.interface';
 import { SymbolItem } from './interfaces/symbol-item.interface';
@@ -10,55 +10,45 @@ 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[]> {
-    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`,
-      'GET',
-      'json',
-      200
-    );
+  public async lookup(aQuery: string): Promise<{ items: LookupItem[] }> {
+    const results: { items: LookupItem[] } = { items: [] };
+
+    if (!aQuery) {
+      return results;
+    }
 
     try {
-      const { quotes } = await get();
+      const { items } = await this.dataProviderService.search(aQuery);
+      results.items = items;
 
-      return quotes
-        .filter(({ isYahooFinance }) => {
-          return isYahooFinance;
-        })
-        .filter(({ quoteType }) => {
-          return (
-            quoteType === 'CRYPTOCURRENCY' ||
-            quoteType === 'EQUITY' ||
-            quoteType === 'ETF'
-          );
-        })
-        .filter(({ quoteType, symbol }) => {
-          if (quoteType === 'CRYPTOCURRENCY') {
-            // Only allow cryptocurrencies in USD
-            return symbol.includes('USD');
-          }
+      // Add custom symbols
+      const scraperConfigurations = await this.ghostfolioScraperApiService.getScraperConfigurations();
+      scraperConfigurations.forEach((scraperConfiguration) => {
+        if (scraperConfiguration.name.toLowerCase().startsWith(aQuery)) {
+          results.items.push({
+            dataSource: DataSource.GHOSTFOLIO,
+            name: scraperConfiguration.name,
+            symbol: scraperConfiguration.symbol
+          });
+        }
+      });
 
-          return true;
-        })
-        .map(({ longname, shortname, symbol }) => {
-          return {
-            name: longname || shortname,
-            symbol: convertFromYahooSymbol(symbol)
-          };
-        });
+      return results;
     } catch (error) {
       console.error(error);
 

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

@@ -1,7 +1,10 @@
-import { Currency } from '@prisma/client';
+import { Currency, ViewMode } from '@prisma/client';
 import { IsString } from 'class-validator';
 
 export class UpdateUserSettingsDto {
   @IsString()
-  currency: Currency;
+  baseCurrency: Currency;
+
+  @IsString()
+  viewMode: ViewMode;
 }

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

@@ -1,8 +1,14 @@
-import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
-import { getPermissions, hasPermission, permissions } from '@ghostfolio/helper';
+import { User } from '@ghostfolio/common/interfaces';
+import {
+  getPermissions,
+  hasPermission,
+  permissions
+} from '@ghostfolio/common/permissions';
+import { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,
+  Delete,
   Get,
   HttpException,
   Inject,
@@ -15,10 +21,10 @@ import { REQUEST } from '@nestjs/core';
 import { JwtService } from '@nestjs/jwt';
 import { AuthGuard } from '@nestjs/passport';
 import { Provider } from '@prisma/client';
+import { User as UserModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { UserItem } from './interfaces/user-item.interface';
-import { User } from './interfaces/user.interface';
 import { UpdateUserSettingsDto } from './update-user-settings.dto';
 import { UserService } from './user.service';
 
@@ -30,6 +36,27 @@ 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> {
@@ -66,8 +93,9 @@ export class UserController {
     }
 
     return await this.userService.updateUserSettings({
-      currency: data.currency,
-      userId: this.request.user.id
+      currency: data.baseCurrency,
+      userId: this.request.user.id,
+      viewMode: data.viewMode
     });
   }
 }

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

@@ -1,18 +1,13 @@
 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 { locale } from '@ghostfolio/common/config';
+import { resetHours } from '@ghostfolio/common/helper';
+import { User as IUser, UserWithSettings } from '@ghostfolio/common/interfaces';
+import { getPermissions, permissions } from '@ghostfolio/common/permissions';
 import { Injectable } from '@nestjs/common';
-import { Currency, Prisma, Provider, User } from '@prisma/client';
+import { Currency, Prisma, Provider, User, ViewMode } from '@prisma/client';
 import { add } from 'date-fns';
 
-import { UserWithSettings } from '../interfaces/user-with-settings';
-import { User as IUser } from './interfaces/user.interface';
-
 const crypto = require('crypto');
 
 @Injectable()
@@ -57,8 +52,9 @@ export class UserService {
       accounts: Account,
       permissions: currentPermissions,
       settings: {
-        baseCurrency: Settings?.currency || UserService.DEFAULT_CURRENCY,
-        locale
+        locale,
+        baseCurrency: Settings?.currency ?? UserService.DEFAULT_CURRENCY,
+        viewMode: Settings.viewMode ?? ViewMode.DEFAULT
       },
       subscription: {
         expiresAt: resetHours(add(new Date(), { days: 7 })),
@@ -85,7 +81,8 @@ export class UserService {
       user.Settings = {
         currency: UserService.DEFAULT_CURRENCY,
         updatedAt: new Date(),
-        userId: user?.id
+        userId: user?.id,
+        viewMode: ViewMode.DEFAULT
       };
     }
 
@@ -163,6 +160,28 @@ 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
     });
@@ -170,10 +189,12 @@ export class UserService {
 
   public async updateUserSettings({
     currency,
-    userId
+    userId,
+    viewMode
   }: {
-    currency: Currency;
+    currency?: Currency;
     userId: string;
+    viewMode?: ViewMode;
   }) {
     await this.prisma.settings.upsert({
       create: {
@@ -182,10 +203,12 @@ export class UserService {
           connect: {
             id: userId
           }
-        }
+        },
+        viewMode
       },
       update: {
-        currency
+        currency,
+        viewMode
       },
       where: {
         userId: userId

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

@@ -1,7 +1,4 @@
-import {
-  PortfolioItem,
-  Position
-} from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
+import { PortfolioItem, Position } from '@ghostfolio/common/interfaces';
 
 import { Order } from '../order';
 

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

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

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

@@ -1,65 +1,102 @@
-import { baseCurrency, getUtc, getYesterday } from '@ghostfolio/helper';
-import { Test } from '@nestjs/testing';
-import { Currency, Role, Type } from '@prisma/client';
+import { UNKNOWN_KEY, baseCurrency } from '@ghostfolio/common/config';
+import { getUtc, getYesterday } from '@ghostfolio/common/helper';
+import {
+  AccountType,
+  Currency,
+  DataSource,
+  Role,
+  Type,
+  ViewMode
+} from '@prisma/client';
+import { format } from 'date-fns';
 
-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';
 
+jest.mock('../services/data-provider.service', () => {
+  return {
+    DataProviderService: jest.fn().mockImplementation(() => {
+      const today = format(new Date(), 'yyyy-MM-dd');
+      const yesterday = format(getYesterday(), 'yyyy-MM-dd');
+
+      return {
+        get: () => {
+          return Promise.resolve({
+            BTCUSD: {
+              currency: Currency.USD,
+              dataSource: DataSource.YAHOO,
+              exchange: UNKNOWN_KEY,
+              marketPrice: 57973.008,
+              marketState: MarketState.open,
+              name: 'Bitcoin USD',
+              type: 'Cryptocurrency'
+            },
+            ETHUSD: {
+              currency: Currency.USD,
+              dataSource: DataSource.YAHOO,
+              exchange: UNKNOWN_KEY,
+              marketPrice: 3915.337,
+              marketState: MarketState.open,
+              name: 'Ethereum USD',
+              type: 'Cryptocurrency'
+            }
+          });
+        },
+        getHistorical: () => {
+          return Promise.resolve({
+            BTCUSD: {
+              [yesterday]: 56710.122,
+              [today]: 57973.008
+            },
+            ETHUSD: {
+              [yesterday]: 3641.984,
+              [today]: 3915.337
+            }
+          });
+        }
+      };
+    })
+  };
+});
+
+jest.mock('../services/exchange-rate-data.service', () => {
+  return {
+    ExchangeRateDataService: jest.fn().mockImplementation(() => {
+      return {
+        initialize: () => Promise.resolve(),
+        toCurrency: (value: number) => value
+      };
+    })
+  };
+});
+
+jest.mock('../services/data-provider.service');
+jest.mock('../services/exchange-rate-data.service');
+jest.mock('../services/rules.service');
+
 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;
   let rulesService: RulesService;
-  let yahooFinanceService: YahooFinanceService;
 
   beforeAll(async () => {
-    const app = await Test.createTestingModule({
-      imports: [],
-      providers: [
-        AlphaVantageService,
-        ConfigurationService,
-        DataProviderService,
-        ExchangeRateDataService,
-        GhostfolioScraperApiService,
-        PrismaService,
-        RakutenRapidApiService,
-        RulesService,
-        YahooFinanceService
-      ]
-    }).compile();
-
-    alphaVantageService = app.get<AlphaVantageService>(AlphaVantageService);
-    configurationService = app.get<ConfigurationService>(ConfigurationService);
-    dataProviderService = app.get<DataProviderService>(DataProviderService);
-    exchangeRateDataService = app.get<ExchangeRateDataService>(
-      ExchangeRateDataService
+    dataProviderService = new DataProviderService(
+      null,
+      null,
+      null,
+      null,
+      null,
+      null
     );
-    ghostfolioScraperApiService = app.get<GhostfolioScraperApiService>(
-      GhostfolioScraperApiService
-    );
-    prismaService = app.get<PrismaService>(PrismaService);
-    rakutenRapidApiService = app.get<RakutenRapidApiService>(
-      RakutenRapidApiService
-    );
-    rulesService = app.get<RulesService>(RulesService);
-    yahooFinanceService = app.get<YahooFinanceService>(YahooFinanceService);
+    exchangeRateDataService = new ExchangeRateDataService(null);
+    rulesService = new RulesService();
 
     await exchangeRateDataService.initialize();
 
@@ -70,6 +107,18 @@ 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: USER_ID,
@@ -78,7 +127,8 @@ describe('Portfolio', () => {
       Settings: {
         currency: Currency.CHF,
         updatedAt: new Date(),
-        userId: USER_ID
+        userId: USER_ID,
+        viewMode: ViewMode.DEFAULT
       },
       thirdPartyId: null,
       updatedAt: new Date()
@@ -133,10 +183,10 @@ describe('Portfolio', () => {
           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,
@@ -157,20 +207,8 @@ 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
-          ),
-          // marketPrice: 57973.008,
-          marketState: MarketState.open,
-          name: 'Bitcoin USD',
-          platforms: {
-            Other: {
+          accounts: {
+            [UNKNOWN_KEY]: {
               /*current: exchangeRateDataService.toCurrency(
                 1 * 49631.24,
                 Currency.USD,
@@ -183,10 +221,23 @@ describe('Portfolio', () => {
               )
             }
           },
+          allocationCurrent: 1,
+          allocationInvestment: 1,
+          currency: Currency.USD,
+          exchange: UNKNOWN_KEY,
+          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'
         }
       });
@@ -233,10 +284,10 @@ describe('Portfolio', () => {
           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,
@@ -257,19 +308,8 @@ 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: {
-            Other: {
+          accounts: {
+            [UNKNOWN_KEY]: {
               /*current: exchangeRateDataService.toCurrency(
                 0.2 * 991.49,
                 Currency.USD,
@@ -282,9 +322,21 @@ describe('Portfolio', () => {
               )
             }
           },
+          // allocationCurrent: 1,
+          allocationInvestment: 1,
+          currency: Currency.USD,
+          exchange: UNKNOWN_KEY,
+          // grossPerformance: 0,
+          // grossPerformancePercent: 0,
+          investment: exchangeRateDataService.toCurrency(
+            0.2 * 991.49,
+            Currency.USD,
+            baseCurrency
+          ),
+          marketPrice: 3915.337,
+          name: 'Ethereum USD',
           quantity: 0.2,
-          // shareCurrent: 1,
-          shareInvestment: 1,
+          transactionCount: 1,
           symbol: 'ETHUSD',
           type: 'Cryptocurrency'
         }
@@ -312,7 +364,7 @@ describe('Portfolio', () => {
             baseCurrency
           ),
           investmentInOriginalCurrency: 0.2 * 991.49,
-          // marketPrice: 0,
+          // marketPrice: 3915.337,
           quantity: 0.2
         }
       });
@@ -327,10 +379,10 @@ describe('Portfolio', () => {
           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,
@@ -343,10 +395,10 @@ describe('Portfolio', () => {
           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,
@@ -388,7 +440,7 @@ describe('Portfolio', () => {
               baseCurrency
             ),
           investmentInOriginalCurrency: 0.2 * 991.49 + 0.3 * 1050,
-          // marketPrice: 0,
+          // marketPrice: 3641.984,
           quantity: 0.5
         }
       });
@@ -403,10 +455,10 @@ describe('Portfolio', () => {
           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,
@@ -419,10 +471,10 @@ describe('Portfolio', () => {
           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,
@@ -492,10 +544,10 @@ describe('Portfolio', () => {
           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,
@@ -508,10 +560,10 @@ describe('Portfolio', () => {
           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,
@@ -524,10 +576,10 @@ describe('Portfolio', () => {
           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,
@@ -537,8 +589,7 @@ describe('Portfolio', () => {
         }
       ]);
 
-      // TODO: Fix
-      /*expect(portfolio.getCommittedFunds()).toEqual(
+      expect(portfolio.getCommittedFunds()).toEqual(
         exchangeRateDataService.toCurrency(
           0.2 * 991.49,
           Currency.USD,
@@ -554,7 +605,7 @@ describe('Portfolio', () => {
             Currency.USD,
             baseCurrency
           )
-      );*/
+      );
 
       expect(portfolio.getFees()).toEqual(
         exchangeRateDataService.toCurrency(3, Currency.USD, baseCurrency)
@@ -566,12 +617,11 @@ describe('Portfolio', () => {
             (0.2 * 991.49 - 0.1 * 1050 + 0.2 * 1050) / (0.2 - 0.1 + 0.2),
           currency: Currency.USD,
           firstBuyDate: '2018-01-05T00:00:00.000Z',
-          // TODO: Fix
-          /*investment: exchangeRateDataService.toCurrency(
+          investment: exchangeRateDataService.toCurrency(
             0.2 * 991.49 - 0.1 * 1050 + 0.2 * 1050,
             Currency.USD,
             baseCurrency
-          ),*/
+          ),
           investmentInOriginalCurrency: 0.2 * 991.49 - 0.1 * 1050 + 0.2 * 1050,
           // marketPrice: 0,
           quantity: 0.2 - 0.1 + 0.2
@@ -581,8 +631,4 @@ describe('Portfolio', () => {
       expect(portfolio.getSymbols(getYesterday())).toEqual(['ETHUSD']);
     });
   });
-
-  afterAll(async () => {
-    prismaService.$disconnect();
-  });
 });

apps/api/src/models/portfolio.ts

@@ -1,8 +1,14 @@
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { getToday, getYesterday, resetHours } from '@ghostfolio/common/helper';
 import {
   PortfolioItem,
-  Position
-} from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
-import { getToday, getYesterday, resetHours } from '@ghostfolio/helper';
+  PortfolioPerformance,
+  PortfolioPosition,
+  PortfolioReport,
+  Position,
+  UserWithSettings
+} from '@ghostfolio/common/interfaces';
+import { DateRange, OrderWithAccount } from '@ghostfolio/common/types';
 import {
   add,
   format,
@@ -22,26 +28,21 @@ import {
 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 { 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';
-import { PortfolioReport } from '../app/portfolio/interfaces/portfolio-report.interface';
 import { DataProviderService } from '../services/data-provider.service';
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
 import { IOrder } from '../services/interfaces/interfaces';
 import { RulesService } from '../services/rules.service';
 import { PortfolioInterface } from './interfaces/portfolio.interface';
 import { Order } from './order';
+import { OrderType } from './order-type';
+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 +58,7 @@ 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);
@@ -82,7 +83,9 @@ export class Portfolio implements PortfolioInterface {
         marketPrice:
           currentData[symbol]?.marketPrice ??
           portfolioItemsYesterday.positions[symbol]?.marketPrice,
-        quantity: portfolioItemsYesterday?.positions[symbol]?.quantity
+        quantity: portfolioItemsYesterday?.positions[symbol]?.quantity,
+        transactionCount:
+          portfolioItemsYesterday?.positions[symbol]?.transactionCount
       };
     });
 
@@ -117,11 +120,11 @@ export class Portfolio implements PortfolioInterface {
   }): Portfolio {
     orders.forEach(
       ({
+        account,
         currency,
         fee,
         date,
         id,
-        platform,
         quantity,
         symbol,
         type,
@@ -129,11 +132,11 @@ export class Portfolio implements PortfolioInterface {
       }) => {
         this.orders.push(
           new Order({
+            account,
             currency,
             fee,
             date,
             id,
-            platform,
             quantity,
             symbol,
             type,
@@ -200,7 +203,7 @@ 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) => {
@@ -225,15 +228,17 @@ export class Portfolio implements PortfolioInterface {
           originalValueOfSymbol *= -1;
         }
 
-        if (platforms[orderOfSymbol.getPlatform()?.name || 'Other']?.current) {
-          platforms[
-            orderOfSymbol.getPlatform()?.name || 'Other'
+        if (
+          accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY]?.current
+        ) {
+          accounts[
+            orderOfSymbol.getAccount()?.name || UNKNOWN_KEY
           ].current += currentValueOfSymbol;
-          platforms[
-            orderOfSymbol.getPlatform()?.name || 'Other'
+          accounts[
+            orderOfSymbol.getAccount()?.name || UNKNOWN_KEY
           ].original += originalValueOfSymbol;
         } else {
-          platforms[orderOfSymbol.getPlatform()?.name || 'Other'] = {
+          accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY] = {
             current: currentValueOfSymbol,
             original: originalValueOfSymbol
           };
@@ -274,8 +279,16 @@ export class Portfolio implements PortfolioInterface {
 
       details[symbol] = {
         ...data[symbol],
-        platforms,
+        accounts,
         symbol,
+        allocationCurrent:
+          this.exchangeRateDataService.toCurrency(
+            portfolioItem.positions[symbol].quantity * now,
+            data[symbol]?.currency,
+            this.user.Settings.currency
+          ) / value,
+        allocationInvestment:
+          portfolioItem.positions[symbol].investment / investment,
         grossPerformance: roundTo(
           portfolioItemsNow.positions[symbol].quantity * (now - before),
           2
@@ -283,13 +296,7 @@ export class Portfolio implements PortfolioInterface {
         grossPerformancePercent: roundTo((now - before) / before, 4),
         investment: portfolioItem.positions[symbol].investment,
         quantity: portfolioItem.positions[symbol].quantity,
-        shareCurrent:
-          this.exchangeRateDataService.toCurrency(
-            portfolioItem.positions[symbol].quantity * now,
-            data[symbol]?.currency,
-            this.user.Settings.currency
-          ) / value,
-        shareInvestment: portfolioItem.positions[symbol].investment / investment
+        transactionCount: portfolioItem.positions[symbol].transactionCount
       };
     });
 
@@ -392,6 +399,19 @@ 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,
           [
@@ -410,19 +430,6 @@ 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)],
@@ -518,20 +525,20 @@ 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({
-          currency: <any>order.currency,
+          account: order.Account,
+          currency: order.currency,
           date: order.date.toISOString(),
           fee: order.fee,
-          platform: order.Platform,
           quantity: order.quantity,
           symbol: order.symbol,
-          type: <any>order.type,
+          type: <OrderType>order.type,
           unitPrice: order.unitPrice
         })
       );
@@ -582,7 +589,8 @@ export class Portfolio implements PortfolioInterface {
           marketPrice:
             historicalData[symbol]?.[format(currentDate, 'yyyy-MM-dd')]
               ?.marketPrice || 0,
-          quantity: 0
+          quantity: 0,
+          transactionCount: 0
         };
       });
 
@@ -623,7 +631,8 @@ export class Portfolio implements PortfolioInterface {
           marketPrice:
             historicalData[symbol]?.[format(yesterday, 'yyyy-MM-dd')]
               ?.marketPrice || 0,
-          quantity: 0
+          quantity: 0,
+          transactionCount: 0
         };
       });
 
@@ -730,6 +739,10 @@ 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

@@ -1,7 +1,7 @@
-import { groupBy } from '@ghostfolio/helper';
+import { groupBy } from '@ghostfolio/common/helper';
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { Currency } from '@prisma/client';
 
-import { PortfolioPosition } from '../app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
 import { EvaluationResult } from './interfaces/evaluation-result.interface';
 import { RuleInterface } from './interfaces/rule.interface';

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

@@ -1,9 +1,9 @@
-import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 
 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 '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 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 '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 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 '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
 

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

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

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

@@ -1,5 +1,6 @@
 import { Injectable } from '@nestjs/common';
-import { bool, cleanEnv, num, port, str } from 'envalid';
+import { DataSource } from '@prisma/client';
+import { bool, cleanEnv, json, num, port, str } from 'envalid';
 
 import { Environment } from './interfaces/environment.interface';
 
@@ -12,6 +13,7 @@ export class ConfigurationService {
       ACCESS_TOKEN_SALT: str(),
       ALPHA_VANTAGE_API_KEY: str({ default: '' }),
       CACHE_TTL: num({ default: 1 }),
+      DATA_SOURCES: json({ default: JSON.stringify([DataSource.YAHOO]) }),
       ENABLE_FEATURE_CUSTOM_SYMBOLS: bool({ default: false }),
       ENABLE_FEATURE_FEAR_AND_GREED_INDEX: bool({ default: false }),
       ENABLE_FEATURE_SOCIAL_LOGIN: bool({ default: false }),

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

@@ -1,10 +1,9 @@
+import { benchmarks, currencyPairs } from '@ghostfolio/common/config';
 import {
-  benchmarks,
-  currencyPairs,
   getUtc,
   isGhostfolioScraperApiSymbol,
   resetHours
-} from '@ghostfolio/helper';
+} from '@ghostfolio/common/helper';
 import { Injectable } from '@nestjs/common';
 import {
   differenceInHours,
@@ -18,6 +17,7 @@ import {
 
 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()
@@ -25,6 +25,7 @@ export class DataGatheringService {
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly dataProviderService: DataProviderService,
+    private readonly ghostfolioScraperApi: GhostfolioScraperApiService,
     private prisma: PrismaService
   ) {}
 
@@ -183,6 +184,17 @@ 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 {
@@ -201,32 +213,6 @@ export class DataGatheringService {
     return benchmarksToGather;
   }
 
-  private async getCustomSymbolsToGather(startDate: Date) {
-    const customSymbolsToGather = [];
-
-    if (this.configurationService.get('ENABLE_FEATURE_CUSTOM_SYMBOLS')) {
-      try {
-        const {
-          value: scraperConfigString
-        } = await this.prisma.property.findFirst({
-          select: {
-            value: true
-          },
-          where: { key: 'SCRAPER_CONFIG' }
-        });
-
-        JSON.parse(scraperConfigString).forEach((item) => {
-          customSymbolsToGather.push({
-            date: startDate,
-            symbol: item.symbol
-          });
-        });
-      } catch {}
-    }
-
-    return customSymbolsToGather;
-  }
-
   private async getSymbols7D(): Promise<{ date: Date; symbol: string }[]> {
     const startDate = subDays(resetHours(new Date()), 7);
 

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

@@ -1,10 +1,12 @@
+import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import {
   isCrypto,
   isGhostfolioScraperApiSymbol,
   isRakutenRapidApiSymbol
-} from '@ghostfolio/helper';
+} from '@ghostfolio/common/helper';
+import { Granularity } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
-import { MarketData } from '@prisma/client';
+import { DataSource, MarketData } from '@prisma/client';
 import { format } from 'date-fns';
 
 import { ConfigurationService } from './configuration.service';
@@ -13,7 +15,6 @@ import { GhostfolioScraperApiService } from './data-provider/ghostfolio-scraper-
 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';
-import { Granularity } from './interfaces/granularity.type';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
@@ -184,4 +185,19 @@ export class DataProviderService implements DataProviderInterface {
 
     return dataOfYahoo;
   }
+
+  public async search(aSymbol: string) {
+    return this.getDataProvider().search(aSymbol);
+  }
+
+  private getDataProvider() {
+    switch (this.configurationService.get('DATA_SOURCES')[0]) {
+      case DataSource.ALPHA_VANTAGE:
+        return this.alphaVantageService;
+      case DataSource.YAHOO:
+        return this.yahooFinanceService;
+      default:
+        throw new Error('No data provider has been found.');
+    }
+  }
 }

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

@@ -1,9 +1,11 @@
+import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
+import { Granularity } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
 import { isAfter, isBefore, parse } from 'date-fns';
 
 import { ConfigurationService } from '../../configuration.service';
 import { DataProviderInterface } from '../../interfaces/data-provider.interface';
-import { Granularity } from '../../interfaces/granularity.type';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
@@ -77,7 +79,17 @@ export class AlphaVantageService implements DataProviderInterface {
     }
   }
 
-  public search(aSymbol: string) {
-    return this.alphaVantage.data.search(aSymbol);
+  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
+    const result = await this.alphaVantage.data.search(aSymbol);
+
+    return {
+      items: result?.bestMatches?.map((bestMatch) => {
+        return {
+          dataSource: DataSource.ALPHA_VANTAGE,
+          name: bestMatch['2. name'],
+          symbol: bestMatch['1. symbol']
+        };
+      })
+    };
   }
 }

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

@@ -1,17 +1,19 @@
-import { getYesterday } from '@ghostfolio/helper';
+import { getYesterday } from '@ghostfolio/common/helper';
+import { Granularity } from '@ghostfolio/common/types';
 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 {
@@ -29,7 +31,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     try {
       const symbol = aSymbols[0];
 
-      const scraperConfig = await this.getScraperConfig(symbol);
+      const scraperConfig = await this.getScraperConfigurationBySymbol(symbol);
 
       const { marketPrice } = await this.prisma.marketData.findFirst({
         orderBy: {
@@ -44,6 +46,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
         [symbol]: {
           marketPrice,
           currency: scraperConfig?.currency,
+          dataSource: DataSource.GHOSTFOLIO,
           marketState: MarketState.delayed,
           name: scraperConfig?.name
         }
@@ -70,15 +73,17 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     try {
       const symbol = aSymbols[0];
 
-      const scraperConfig = await this.getScraperConfig(symbol);
+      const scraperConfiguration = await this.getScraperConfigurationBySymbol(
+        symbol
+      );
 
-      const get = bent(scraperConfig?.url, 'GET', 'string', 200, {});
+      const get = bent(scraperConfiguration?.url, 'GET', 'string', 200, {});
 
       const html = await get();
       const $ = cheerio.load(html);
 
       const value = this.extractNumberFromString(
-        $(scraperConfig?.selector).text()
+        $(scraperConfiguration?.selector).text()
       );
 
       return {
@@ -95,6 +100,27 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     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 [];
+  }
+
+  public async search(aSymbol: string) {
+    return { items: [] };
+  }
+
   private extractNumberFromString(aString: string): number {
     try {
       const [numberString] = aString.match(
@@ -106,22 +132,10 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     }
   }
 
-  private async getScraperConfig(aSymbol: string) {
-    try {
-      const {
-        value: scraperConfigString
-      } = await this.prisma.property.findFirst({
-        select: {
-          value: true
-        },
-        where: { key: 'SCRAPER_CONFIG' }
-      });
-
-      return JSON.parse(scraperConfigString).find((item) => {
-        return item.symbol === aSymbol;
-      });
-    } catch {}
-
-    return {};
+  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

@@ -1,11 +1,12 @@
-import { getToday, getYesterday } from '@ghostfolio/helper';
+import { getToday, getYesterday } from '@ghostfolio/common/helper';
+import { Granularity } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
 import * as bent from 'bent';
 import { format, subMonths, subWeeks, subYears } from 'date-fns';
 
 import { ConfigurationService } from '../../configuration.service';
 import { DataProviderInterface } from '../../interfaces/data-provider.interface';
-import { Granularity } from '../../interfaces/granularity.type';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse,
@@ -39,6 +40,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
         return {
           'GF.FEAR_AND_GREED_INDEX': {
             currency: undefined,
+            dataSource: DataSource.RAKUTEN,
             marketPrice: fgi.now.value,
             marketState: MarketState.open,
             name: RakutenRapidApiService.FEAR_AND_GREED_INDEX_NAME
@@ -115,6 +117,14 @@ export class RakutenRapidApiService implements DataProviderInterface {
     return {};
   }
 
+  public async search(aSymbol: string) {
+    return { items: [] };
+  }
+
+  public setPrisma(aPrismaService: PrismaService) {
+    this.prisma = aPrismaService;
+  }
+
   private async getFearAndGreedIndex(): Promise<{
     now: { value: number; valueText: string };
     previousClose: { value: number; valueText: string };
@@ -145,8 +155,4 @@ export class RakutenRapidApiService implements DataProviderInterface {
       return undefined;
     }
   }
-
-  public setPrisma(aPrismaService: PrismaService) {
-    this.prisma = aPrismaService;
-  }
 }

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

@@ -1,24 +0,0 @@
-/*
-  import { Test } from '@nestjs/testing';
-
-  import { YahooFinanceService } from './yahoo-finance.service';
-
-  describe('AppService', () => {
-    let service: YahooFinanceService;
-
-    beforeAll(async () => {
-      const app = await Test.createTestingModule({
-        imports: [],
-        providers: [YahooFinanceService]
-      }).compile();
-
-      service = app.get<YahooFinanceService>(YahooFinanceService);
-    });
-
-    describe('get', () => {
-      it('should return data for USDCHF', () => {
-        expect(service.get(['USDCHF'])).toEqual('{}');
-      });
-    });
-  });
-*/

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

@@ -1,10 +1,14 @@
-import { isCrypto, isCurrency, parseCurrency } from '@ghostfolio/helper';
+import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { isCrypto, isCurrency, parseCurrency } from '@ghostfolio/common/helper';
+import { Granularity } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
+import * as bent from 'bent';
 import { format } from 'date-fns';
 import * as yahooFinance from 'yahoo-finance';
 
 import { DataProviderInterface } from '../../interfaces/data-provider.interface';
-import { Granularity } from '../../interfaces/granularity.type';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse,
@@ -20,6 +24,8 @@ import {
 
 @Injectable()
 export class YahooFinanceService implements DataProviderInterface {
+  private yahooFinanceHostname = 'https://query1.finance.yahoo.com';
+
   public constructor() {}
 
   public async get(
@@ -49,6 +55,7 @@ export class YahooFinanceService implements DataProviderInterface {
 
         response[symbol] = {
           currency: parseCurrency(value.price?.currency),
+          dataSource: DataSource.YAHOO,
           exchange: this.parseExchange(value.price?.exchangeName),
           marketState:
             value.price?.marketState === 'REGULAR' || isCrypto(symbol)
@@ -133,6 +140,49 @@ export class YahooFinanceService implements DataProviderInterface {
     }
   }
 
+  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
+    let items = [];
+
+    try {
+      const get = bent(
+        `${this.yahooFinanceHostname}/v1/finance/search?q=${aSymbol}&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
+      );
+
+      const result = await get();
+      items = result.quotes
+        .filter((quote) => {
+          return quote.isYahooFinance;
+        })
+        .filter(({ quoteType }) => {
+          return (
+            quoteType === 'CRYPTOCURRENCY' ||
+            quoteType === 'EQUITY' ||
+            quoteType === 'ETF'
+          );
+        })
+        .filter(({ quoteType, symbol }) => {
+          if (quoteType === 'CRYPTOCURRENCY') {
+            // Only allow cryptocurrencies in USD
+            return symbol.includes('USD');
+          }
+
+          return true;
+        })
+        .map(({ longname, shortname, symbol }) => {
+          return {
+            dataSource: DataSource.YAHOO,
+            name: longname || shortname,
+            symbol: convertFromYahooSymbol(symbol)
+          };
+        });
+    } catch {}
+
+    return { items };
+  }
+
   /**
    * Converts a symbol to a Yahoo symbol
    *
@@ -168,7 +218,7 @@ export class YahooFinanceService implements DataProviderInterface {
 
   private parseExchange(aString: string): string {
     if (aString?.toLowerCase() === 'ccc') {
-      return 'Other';
+      return UNKNOWN_KEY;
     }
 
     return aString;
@@ -198,7 +248,7 @@ export class YahooFinanceService implements DataProviderInterface {
       return Industry.Software;
     }
 
-    return Industry.Other;
+    return Industry.Unknown;
   }
 
   private parseSector(aString: string): Sector {
@@ -220,7 +270,7 @@ export class YahooFinanceService implements DataProviderInterface {
       return Sector.Technology;
     }
 
-    return Sector.Other;
+    return Sector.Unknown;
   }
 
   private parseType(aString: string): Type {
@@ -232,7 +282,7 @@ export class YahooFinanceService implements DataProviderInterface {
       return Type.Stock;
     }
 
-    return Type.Other;
+    return Type.Unknown;
   }
 }
 

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

@@ -1,4 +1,4 @@
-import { getYesterday } from '@ghostfolio/helper';
+import { getYesterday } from '@ghostfolio/common/helper';
 import { Injectable } from '@nestjs/common';
 import { Currency } from '@prisma/client';
 import { format } from 'date-fns';

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

@@ -1,4 +1,6 @@
-import { Granularity } from './granularity.type';
+import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
+import { Granularity } from '@ghostfolio/common/types';
+
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
@@ -15,4 +17,6 @@ export interface DataProviderInterface {
   ): Promise<{
     [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
   }>;
+
+  search(aSymbol: string): Promise<{ items: LookupItem[] }>;
 }

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

@@ -4,6 +4,7 @@ export interface Environment extends CleanedEnvAccessors {
   ACCESS_TOKEN_SALT: string;
   ALPHA_VANTAGE_API_KEY: string;
   CACHE_TTL: number;
+  DATA_SOURCES: string | string[]; // string is not correct, error in envalid?
   ENABLE_FEATURE_CUSTOM_SYMBOLS: boolean;
   ENABLE_FEATURE_FEAR_AND_GREED_INDEX: boolean;
   ENABLE_FEATURE_SOCIAL_LOGIN: boolean;

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

@@ -1,4 +1,5 @@
-import { Currency, Platform } from '@prisma/client';
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { Account, Currency, DataSource } from '@prisma/client';
 
 import { OrderType } from '../../models/order-type';
 
@@ -7,9 +8,9 @@ export const Industry = {
   Biotechnology: 'Biotechnology',
   Food: 'Food',
   Internet: 'Internet',
-  Other: 'Other',
   Pharmaceutical: 'Pharmaceutical',
-  Software: 'Software'
+  Software: 'Software',
+  Unknown: UNKNOWN_KEY
 };
 
 export const MarketState = {
@@ -21,23 +22,23 @@ export const MarketState = {
 export const Sector = {
   Consumer: 'Consumer',
   Healthcare: 'Healthcare',
-  Other: 'Other',
-  Technology: 'Technology'
+  Technology: 'Technology',
+  Unknown: UNKNOWN_KEY
 };
 
 export const Type = {
   Cryptocurrency: 'Cryptocurrency',
   ETF: 'ETF',
-  Other: 'Other',
-  Stock: 'Stock'
+  Stock: 'Stock',
+  Unknown: UNKNOWN_KEY
 };
 
 export interface IOrder {
+  account: Account;
   currency: Currency;
   date: string;
   fee: number;
   id?: string;
-  platform: Platform;
   quantity: number;
   symbol: string;
   type: OrderType;
@@ -51,6 +52,7 @@ export interface IDataProviderHistoricalResponse {
 
 export interface IDataProviderResponse {
   currency: Currency;
+  dataSource: DataSource;
   exchange?: string;
   industry?: Industry;
   marketChange?: number;

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 '@ghostfolio/helper';
+} from '@ghostfolio/common/config';
 
 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: () =>
@@ -57,6 +71,11 @@ const routes: Routes = [
     loadChildren: () =>
       import('./pages/login/login-page.module').then((m) => m.LoginPageModule)
   },
+  {
+    path: 'tools',
+    loadChildren: () =>
+      import('./pages/tools/tools-page.module').then((m) => m.ToolsPageModule)
+  },
   {
     path: 'transactions',
     loadChildren: () =>
@@ -64,11 +83,16 @@ const routes: Routes = [
         (m) => m.TransactionsPageModule
       )
   },
+  {
+    path: 'zen',
+    loadChildren: () =>
+      import('./pages/zen/zen-page.module').then((m) => m.ZenPageModule)
+  },
   {
     // wildcard, if requested url doesn't match any paths for routes defined
     // earlier
     path: '**',
-    redirectTo: '/home',
+    redirectTo: 'home',
     pathMatch: 'full'
   }
 ];

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

@@ -4,6 +4,7 @@
     [currentRoute]="currentRoute"
     [info]="info"
     [user]="user"
+    (signOut)="onSignOut()"
   ></gf-header>
 </header>
 
@@ -25,7 +26,10 @@
   <router-outlet></router-outlet>
 </main>
 
-<footer class="footer d-flex justify-content-center position-absolute w-100">
+<footer
+  *ngIf="currentRoute === 'start' || deviceType !== 'mobile'"
+  class="footer d-flex justify-content-center position-absolute w-100"
+>
   <div class="container text-center">
     <div>
       © {{ currentYear }} <a href="https://ghostfol.io">Ghostfolio</a>

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

@@ -5,22 +5,19 @@ import {
   OnDestroy,
   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 { NavigationEnd, PRIMARY_OUTLET, Router } from '@angular/router';
+import { primaryColorHex, secondaryColorHex } from '@ghostfolio/common/config';
+import { InfoItem, User } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { MaterialCssVarsService } from 'angular-material-css-vars';
+import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { filter, takeUntil } from 'rxjs/operators';
 
 import { environment } from '../environments/environment';
 import { DataService } from './services/data.service';
 import { TokenStorageService } from './services/token-storage.service';
+import { UserService } from './services/user/user.service';
 
 @Component({
   selector: 'gf-root',
@@ -32,59 +29,78 @@ export class AppComponent implements OnDestroy, OnInit {
   public canCreateAccount: boolean;
   public currentRoute: string;
   public currentYear = new Date().getFullYear();
+  public deviceType: string;
   public info: InfoItem;
-  public isLoggedIn = false;
   public user: User;
   public version = environment.version;
 
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
-    private cd: ChangeDetectorRef,
+    private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
+    private deviceService: DeviceDetectorService,
     private materialCssVarsService: MaterialCssVarsService,
     private router: Router,
-    private tokenStorageService: TokenStorageService
+    private tokenStorageService: TokenStorageService,
+    private userService: UserService
   ) {
     this.initializeTheme();
     this.user = undefined;
   }
 
   public ngOnInit() {
+    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+
     this.dataService.fetchInfo().subscribe((info) => {
       this.info = info;
     });
 
     this.router.events
       .pipe(filter((event) => event instanceof NavigationEnd))
-      .subscribe((test) => {
-        this.currentRoute = this.router.url.toString().substring(1);
-        // this.initializeTheme();
+      .subscribe(() => {
+        const urlTree = this.router.parseUrl(this.router.url);
+        const urlSegmentGroup = urlTree.root.children[PRIMARY_OUTLET];
+        const urlSegments = urlSegmentGroup.segments;
+        this.currentRoute = urlSegments[0].path;
       });
 
-    this.tokenStorageService
-      .onChangeHasToken()
+    this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        this.isLoggedIn = !!this.tokenStorageService.getToken();
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
 
-        if (this.isLoggedIn) {
-          this.dataService.fetchUser().subscribe((user) => {
-            this.user = user;
-
-            this.canCreateAccount = hasPermission(
-              this.user.permissions,
-              permissions.createAccount
-            );
-
-            this.cd.markForCheck();
-          });
-        } else {
+          this.canCreateAccount = hasPermission(
+            this.user.permissions,
+            permissions.createUserAccount
+          );
+        } else if (!this.tokenStorageService.getToken()) {
+          // User has not been logged in
           this.user = null;
         }
+
+        this.changeDetectorRef.markForCheck();
       });
   }
 
+  public onCreateAccount() {
+    this.tokenStorageService.signOut();
+    window.location.reload();
+  }
+
+  public onSignOut() {
+    this.tokenStorageService.signOut();
+    this.userService.remove();
+
+    window.location.reload();
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
   private initializeTheme() {
     this.materialCssVarsService.setDarkTheme(
       window.matchMedia('(prefers-color-scheme: dark)').matches
@@ -97,14 +113,4 @@ export class AppComponent implements OnDestroy, OnInit {
     this.materialCssVarsService.setPrimaryColor(primaryColorHex);
     this.materialCssVarsService.setAccentColor(secondaryColorHex);
   }
-
-  public onCreateAccount() {
-    this.tokenStorageService.signOut();
-    window.location.reload();
-  }
-
-  public ngOnDestroy() {
-    this.unsubscribeSubject.next();
-    this.unsubscribeSubject.complete();
-  }
 }

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

@@ -22,7 +22,7 @@ import { AppComponent } from './app.component';
 import { GfHeaderModule } from './components/header/header.module';
 import { authInterceptorProviders } from './core/auth.interceptor';
 import { httpResponseInterceptorProviders } from './core/http-response.interceptor';
-import { LanguageManager } from './core/language-manager.service';
+import { LanguageService } from './core/language.service';
 
 @NgModule({
   declarations: [AppComponent],
@@ -46,11 +46,11 @@ import { LanguageManager } from './core/language-manager.service';
   providers: [
     authInterceptorProviders,
     httpResponseInterceptorProviders,
-    LanguageManager,
+    LanguageService,
     {
       provide: DateAdapter,
       useClass: CustomDateAdapter,
-      deps: [LanguageManager, MAT_DATE_LOCALE, Platform]
+      deps: [LanguageService, MAT_DATE_LOCALE, Platform]
     },
     { provide: MAT_DATE_FORMATS, useValue: DateFormats }
   ],

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 '@ghostfolio/api/app/access/interfaces/access.interface';
+import { Access } from '@ghostfolio/common/interfaces';
 
 @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/fear-and-greed-index/fear-and-greed-index.component.ts

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

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

@@ -6,59 +6,77 @@
     <span class="spacer"></span>
     <a
       class="d-none d-sm-block"
-      [routerLink]="['/']"
       i18n
       mat-flat-button
-      [color]="currentRoute === 'home' ? 'primary' : null"
+      [color]="
+        currentRoute === 'home' || currentRoute === 'zen' ? 'primary' : null
+      "
+      [routerLink]="['/']"
       >Overview</a
     >
     <a
+      *ngIf="user?.settings?.viewMode === 'DEFAULT'"
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/analysis']"
       i18n
       mat-flat-button
-      [color]="currentRoute === 'analysis' ? 'primary' : null"
-      >Analysis</a
+      [color]="
+        currentRoute === 'analysis' ||
+        currentRoute === 'report' ||
+        currentRoute === 'tools'
+          ? 'primary'
+          : null
+      "
+      [routerLink]="['/tools']"
+      >Tools</a
     >
     <a
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/report']"
-      i18n
-      mat-flat-button
-      [color]="currentRoute === 'report' ? 'primary' : null"
-      >X-ray</a
-    >
-    <a
-      class="d-none d-sm-block mx-1"
-      [routerLink]="['/transactions']"
       i18n
       mat-flat-button
       [color]="currentRoute === 'transactions' ? 'primary' : null"
+      [routerLink]="['/transactions']"
       >Transactions</a
     >
+    <a
+      class="d-none d-sm-block mx-1"
+      i18n
+      mat-flat-button
+      [color]="currentRoute === 'accounts' ? 'primary' : null"
+      [routerLink]="['/accounts']"
+      >Accounts</a
+    >
     <a
       *ngIf="hasPermissionToAccessAdminControl"
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/admin']"
       i18n
       mat-flat-button
       [color]="currentRoute === '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"
+      [routerLink]="['/resources']"
       >Resources</a
     >
+    <a
+      *ngIf="hasPermissionForSubscription"
+      class="d-none d-sm-block mx-1"
+      i18n
+      mat-flat-button
+      [color]="currentRoute === 'pricing' ? 'primary' : null"
+      [routerLink]="['/pricing']"
+      >Pricing</a
+    >
     <a
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/about']"
       i18n
       mat-flat-button
       [color]="currentRoute === 'about' ? 'primary' : null"
+      [routerLink]="['/about']"
       >About</a
     >
     <button
@@ -119,60 +137,78 @@
       </ng-container>
       <a
         class="d-block d-sm-none"
-        [routerLink]="['/analysis']"
         i18n
         mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'analysis' }"
-        >Analysis</a
+        [ngClass]="{
+          'font-weight-bold':
+            currentRoute === 'analysis' ||
+            currentRoute === 'report' ||
+            currentRoute === 'tools'
+        }"
+        [routerLink]="['/tools']"
+        >Tools</a
       >
       <a
         class="d-block d-sm-none"
-        [routerLink]="['/report']"
         i18n
         mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'report' }"
-        >X-ray</a
-      >
-      <a
-        class="d-block d-sm-none"
+        [ngClass]="{
+          'font-weight-bold': currentRoute === 'transactions'
+        }"
         [routerLink]="['/transactions']"
-        i18n
-        mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'transactions' }"
         >Transactions</a
       >
+      <a
+        class="d-block d-sm-none"
+        i18n
+        mat-menu-item
+        [ngClass]="{ 'font-weight-bold': currentRoute === 'accounts' }"
+        [routerLink]="['/accounts']"
+        >Accounts</a
+      >
       <a
         class="align-items-center d-flex"
-        [routerLink]="['/account']"
         i18n
         mat-menu-item
         [ngClass]="{ 'font-weight-bold': currentRoute === 'account' }"
-        >Account</a
+        [routerLink]="['/account']"
+        >My Ghostfolio</a
       >
       <a
         *ngIf="hasPermissionToAccessAdminControl"
         class="d-block d-sm-none"
-        [routerLink]="['/admin']"
         i18n
         mat-menu-item
         [ngClass]="{ 'font-weight-bold': currentRoute === '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 === 'resources'
+        }"
+        [routerLink]="['/resources']"
         >Resources</a
       >
+      <a
+        *ngIf="hasPermissionForSubscription"
+        class="d-block d-sm-none"
+        i18n
+        mat-menu-item
+        [ngClass]="{ 'font-weight-bold': currentRoute === 'pricing' }"
+        [routerLink]="['/pricing']"
+        >Pricing</a
+      >
       <a
         class="d-block d-sm-none"
-        [routerLink]="['/about']"
         i18n
         mat-menu-item
         [ngClass]="{ 'font-weight-bold': currentRoute === 'about' }"
+        [routerLink]="['/about']"
         >About Ghostfolio</a
       >
       <hr class="d-block d-sm-none m-0" />
@@ -182,19 +218,27 @@
   <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
+      *ngIf="hasPermissionForSubscription"
+      i18n
+      mat-flat-button
+      [color]="currentRoute === 'pricing' ? 'primary' : null"
+      [routerLink]="['/pricing']"
+      >Pricing</a
+    >
     <a
       class="d-none d-sm-block mx-1"
-      [routerLink]="['/about']"
       i18n
       mat-flat-button
       [color]="currentRoute === 'about' ? 'primary' : null"
+      [routerLink]="['/about']"
       >About</a
     >
     <a

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

@@ -1,18 +1,19 @@
 import {
   ChangeDetectionStrategy,
   Component,
+  EventEmitter,
   Input,
-  OnChanges
+  OnChanges,
+  Output
 } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { 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 { 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 { InfoItem, User } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { EMPTY, Subject } from 'rxjs';
 import { catchError, takeUntil } from 'rxjs/operators';
 
@@ -27,8 +28,11 @@ export class HeaderComponent implements OnChanges {
   @Input() info: InfoItem;
   @Input() user: User;
 
-  public hasPermissionToAccessAdminControl: boolean;
+  @Output() signOut = new EventEmitter<void>();
+
   public hasPermissionForSocialLogin: boolean;
+  public hasPermissionForSubscription: boolean;
+  public hasPermissionToAccessAdminControl: boolean;
   public impersonationId: string;
 
   private unsubscribeSubject = new Subject<void>();
@@ -48,17 +52,20 @@ export class HeaderComponent implements OnChanges {
   }
 
   public ngOnChanges() {
-    if (this.user) {
-      this.hasPermissionToAccessAdminControl = hasPermission(
-        this.user.permissions,
-        permissions.accessAdminControl
-      );
-    }
-
     this.hasPermissionForSocialLogin = hasPermission(
       this.info?.globalPermissions,
       permissions.enableSocialLogin
     );
+
+    this.hasPermissionForSubscription = hasPermission(
+      this.info?.globalPermissions,
+      permissions.enableSubscription
+    );
+
+    this.hasPermissionToAccessAdminControl = hasPermission(
+      this.user?.permissions,
+      permissions.accessAdminControl
+    );
   }
 
   public impersonateAccount(aId: string) {
@@ -72,8 +79,7 @@ export class HeaderComponent implements OnChanges {
   }
 
   public onSignOut() {
-    this.tokenStorageService.signOut();
-    window.location.reload();
+    this.signOut.next();
   }
 
   public openLoginDialog(): void {

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

@@ -9,8 +9,8 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
-import { PortfolioItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
-import { primaryColorRgb } from '@ghostfolio/helper';
+import { primaryColorRgb } from '@ghostfolio/common/config';
+import { PortfolioItem } from '@ghostfolio/common/interfaces';
 import {
   LineController,
   LineElement,

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

@@ -9,7 +9,8 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
-import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/helper';
+import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config';
+import { getBackgroundColor } from '@ghostfolio/common/helper';
 import {
   Chart,
   Filler,
@@ -62,6 +63,10 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
     }
   }
 
+  public ngOnDestroy() {
+    this.chart?.destroy();
+  }
+
   private initialize() {
     this.isLoading = true;
     const benchmarkPrices = [];
@@ -76,7 +81,7 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
 
     const canvas = document.getElementById('chartCanvas');
 
-    var gradient = this.chartCanvas?.nativeElement
+    const gradient = this.chartCanvas?.nativeElement
       ?.getContext('2d')
       .createLinearGradient(
         0,
@@ -88,14 +93,7 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
       0,
       `rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.01)`
     );
-    gradient.addColorStop(
-      1,
-      getComputedStyle(document.documentElement).getPropertyValue(
-        window.matchMedia('(prefers-color-scheme: dark)').matches
-          ? '--dark-background'
-          : '--light-background'
-      )
-    );
+    gradient.addColorStop(1, getBackgroundColor());
 
     const data = {
       labels,
@@ -181,8 +179,4 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
 
     this.isLoading = false;
   }
-
-  public ngOnDestroy() {
-    this.chart?.destroy();
-  }
 }

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

@@ -28,7 +28,7 @@ export class PerformanceChartDialog {
   public title: string;
 
   public constructor(
-    private cd: ChangeDetectorRef,
+    private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
     public dialogRef: MatDialogRef<PerformanceChartDialog>,
     @Inject(MAT_DIALOG_DATA) public data: PositionDetailDialogParams
@@ -46,7 +46,7 @@ export class PerformanceChartDialog {
 
         this.historicalDataItems = this.data.historicalDataItems;
 
-        this.historicalDataItems.forEach((historicalDataItem) => {
+        this.historicalDataItems?.forEach((historicalDataItem) => {
           const benchmarkItem = historicalData.find((item) => {
             return item.date === historicalDataItem.date;
           });
@@ -75,7 +75,7 @@ export class PerformanceChartDialog {
           }
         });
 
-        this.cd.markForCheck();
+        this.changeDetectorRef.markForCheck();
       });
 
     this.title = `Performance vs. ${this.benchmarkLabel}`;

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

@@ -5,7 +5,7 @@ import {
   OnChanges,
   OnInit
 } from '@angular/core';
-import { PortfolioOverview } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-overview.interface';
+import { PortfolioOverview } from '@ghostfolio/common/interfaces';
 import { Currency } from '@prisma/client';
 
 @Component({

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

@@ -7,7 +7,7 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
-import { PortfolioPerformance } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-performance.interface';
+import { PortfolioPerformance } from '@ghostfolio/common/interfaces';
 import { Currency } from '@prisma/client';
 import { CountUp } from 'countup.js';
 import { isNumber } from 'lodash';

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

@@ -4,7 +4,7 @@ import {
   Input,
   OnInit
 } from '@angular/core';
-import { PortfolioPerformance } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-performance.interface';
+import { PortfolioPerformance } from '@ghostfolio/common/interfaces';
 import { Currency } from '@prisma/client';
 
 @Component({

apps/client/src/app/components/portfolio-positions-chart/portfolio-positions-chart.component.ts

@@ -7,7 +7,7 @@ import {
   OnChanges,
   OnInit
 } from '@angular/core';
-import { PortfolioItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
+import { PortfolioItem } from '@ghostfolio/common/interfaces';
 import { endOfDay, parseISO, startOfDay } from 'date-fns';
 
 @Component({

apps/client/src/app/components/portfolio-proportion-chart/portfolio-proportion-chart.component.ts

@@ -7,7 +7,9 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
-import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { getCssVariable, getTextColor } from '@ghostfolio/common/helper';
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { Currency } from '@prisma/client';
 import { Tooltip } from 'chart.js';
 import { LinearScale } from 'chart.js';
@@ -36,6 +38,14 @@ export class PortfolioProportionChartComponent
   public chart: Chart;
   public isLoading = true;
 
+  private colorMap: {
+    [symbol: string]: string;
+  } = {
+    [UNKNOWN_KEY]: `rgba(${getTextColor()}, ${getCssVariable(
+      '--palette-foreground-divider-alpha'
+    )})`
+  };
+
   public constructor() {
     Chart.register(ArcElement, DoughnutController, LinearScale, Tooltip);
   }
@@ -48,37 +58,67 @@ export class PortfolioProportionChartComponent
     }
   }
 
+  public ngOnDestroy() {
+    this.chart?.destroy();
+  }
+
   private initialize() {
     this.isLoading = true;
-    const chartData: { [symbol: string]: number } = {};
+    const chartData: {
+      [symbol: string]: { color?: string; value: number };
+    } = {};
 
     Object.keys(this.positions).forEach((symbol) => {
       if (this.positions[symbol][this.key]) {
         if (chartData[this.positions[symbol][this.key]]) {
-          chartData[this.positions[symbol][this.key]] += this.positions[
+          chartData[this.positions[symbol][this.key]].value += this.positions[
             symbol
           ].value;
         } else {
-          chartData[this.positions[symbol][this.key]] = this.positions[
-            symbol
-          ].value;
+          chartData[this.positions[symbol][this.key]] = {
+            value: this.positions[symbol].value
+          };
+        }
+      } else {
+        if (chartData[UNKNOWN_KEY]) {
+          chartData[UNKNOWN_KEY].value += this.positions[symbol].value;
+        } else {
+          chartData[UNKNOWN_KEY] = {
+            value: this.positions[symbol].value
+          };
         }
       }
     });
 
     const chartDataSorted = Object.entries(chartData)
       .sort((a, b) => {
-        return a[1] - b[1];
+        return a[1].value - b[1].value;
       })
       .reverse();
 
+    chartDataSorted.forEach(([symbol, item], index) => {
+      if (this.colorMap[symbol]) {
+        // Reuse color
+        item.color = this.colorMap[symbol];
+      } else {
+        const color = this.getColorPalette()[index];
+
+        // Store color for reuse
+        this.colorMap[symbol] = color;
+
+        item.color = color;
+      }
+    });
+
     const data = {
       datasets: [
         {
-          backgroundColor: this.getColorPalette(),
+          backgroundColor: chartDataSorted.map(([, item]) => {
+            return item.color;
+          }),
           borderWidth: 0,
-          data: chartDataSorted.map(([, value]) => {
-            return value;
+          data: chartDataSorted.map(([, item]) => {
+            return item.value;
           })
         }
       ],
@@ -100,21 +140,14 @@ export class PortfolioProportionChartComponent
               tooltip: {
                 callbacks: {
                   label: (context) => {
-                    const label = data.labels[context.dataIndex];
+                    const label =
+                      context.label === UNKNOWN_KEY ? 'Other' : context.label;
 
                     if (this.isInPercent) {
-                      const value =
-                        100 *
-                        data.datasets[context.datasetIndex].data[
-                          context.dataIndex
-                        ];
+                      const value = 100 * <number>context.raw;
                       return `${label} (${value.toFixed(2)}%)`;
                     } else {
-                      const value =
-                        data.datasets[context.datasetIndex].data[
-                          context.dataIndex
-                        ];
-
+                      const value = <number>context.raw;
                       return `${label} (${value.toLocaleString(this.locale, {
                         maximumFractionDigits: 2,
                         minimumFractionDigits: 2
@@ -153,8 +186,4 @@ export class PortfolioProportionChartComponent
       '#cc5de8' // grape 5
     ];
   }
-
-  public ngOnDestroy() {
-    this.chart?.destroy();
-  }
 }

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

@@ -23,6 +23,7 @@ export class PositionDetailDialog {
   public benchmarkDataItems: LineChartItem[];
   public currency: string;
   public firstBuyDate: string;
+  public grossPerformance: number;
   public grossPerformancePercent: number;
   public historicalDataItems: LineChartItem[];
   public investment: number;
@@ -30,9 +31,10 @@ export class PositionDetailDialog {
   public maxPrice: number;
   public minPrice: number;
   public quantity: number;
+  public transactionCount: number;
 
   public constructor(
-    private cd: ChangeDetectorRef,
+    private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
     public dialogRef: MatDialogRef<PositionDetailDialog>,
     @Inject(MAT_DIALOG_DATA) public data: PositionDetailDialogParams
@@ -44,18 +46,21 @@ export class PositionDetailDialog {
           averagePrice,
           currency,
           firstBuyDate,
+          grossPerformance,
           grossPerformancePercent,
           historicalData,
           investment,
           marketPrice,
           maxPrice,
           minPrice,
-          quantity
+          quantity,
+          transactionCount
         }) => {
           this.averagePrice = averagePrice;
           this.benchmarkDataItems = [];
           this.currency = currency;
           this.firstBuyDate = firstBuyDate;
+          this.grossPerformance = quantity * grossPerformance;
           this.grossPerformancePercent = grossPerformancePercent;
           this.historicalDataItems = historicalData.map(
             (historicalDataItem) => {
@@ -75,6 +80,7 @@ export class PositionDetailDialog {
           this.maxPrice = maxPrice;
           this.minPrice = minPrice;
           this.quantity = quantity;
+          this.transactionCount = transactionCount;
 
           if (isToday(parseISO(this.firstBuyDate))) {
             // Add average price
@@ -121,7 +127,7 @@ export class PositionDetailDialog {
             this.benchmarkDataItems[0].value = this.averagePrice;
           }
 
-          this.cd.markForCheck();
+          this.changeDetectorRef.markForCheck();
         }
       );
   }

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

@@ -19,6 +19,16 @@
     ></gf-line-chart>
 
     <div class="row">
+      <div class="col-6 mb-3">
+        <gf-value
+          label="Change"
+          size="medium"
+          [colorizeSign]="true"
+          [currency]="data.baseCurrency"
+          [locale]="data.locale"
+          [value]="grossPerformance"
+        ></gf-value>
+      </div>
       <div class="col-6 mb-3">
         <gf-value
           label="Performance"
@@ -29,13 +39,6 @@
           [value]="grossPerformancePercent"
         ></gf-value>
       </div>
-      <div class="col-6 mb-3">
-        <gf-value
-          label="First Buy Date"
-          size="medium"
-          [value]="firstBuyDate"
-        ></gf-value>
-      </div>
       <div class="col-6 mb-3">
         <gf-value
           label="Ø Buy Price"
@@ -91,6 +94,22 @@
           [value]="investment"
         ></gf-value>
       </div>
+      <div class="col-6 mb-3">
+        <gf-value
+          label="First Buy Date"
+          size="medium"
+          [value]="firstBuyDate"
+        ></gf-value>
+      </div>
+      <div class="col-6 mb-3">
+        <gf-value
+          label="Transactions"
+          size="medium"
+          [isCurrency]="true"
+          [locale]="data.locale"
+          [value]="transactionCount"
+        ></gf-value>
+      </div>
     </div>
   </div>
 </div>

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

@@ -35,7 +35,9 @@
         <div class="h6 m-0 text-truncate">{{ position?.name }}</div>
         <div class="d-flex">
           <span>{{ position?.symbol | gfSymbol }}</span>
-          <span *ngIf="position?.exchange" class="ml-2 text-muted"
+          <span
+            *ngIf="position?.exchange && position?.exchange !== unknownKey"
+            class="ml-2 text-muted"
             >({{ position.exchange }})</span
           >
         </div>

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

@@ -7,8 +7,9 @@ import {
 } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { ActivatedRoute, Router } from '@angular/router';
-import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
-import { Subject, Subscription } from 'rxjs';
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
 import { PositionDetailDialog } from './position-detail-dialog/position-detail-dialog.component';
@@ -27,7 +28,7 @@ export class PositionComponent implements OnDestroy, OnInit {
   @Input() position: PortfolioPosition;
   @Input() range: string;
 
-  public routeQueryParams: Subscription;
+  public unknownKey = UNKNOWN_KEY;
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -36,7 +37,7 @@ export class PositionComponent implements OnDestroy, OnInit {
     private route: ActivatedRoute,
     private router: Router
   ) {
-    this.routeQueryParams = route.queryParams
+    route.queryParams
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((params) => {
         if (

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

@@ -1,31 +1,30 @@
-<!--<mat-form-field appearance="outline" class="w-100">
-  <input #input autocomplete="off" matInput (keyup)="applyFilter($event)" />
-  <ion-icon class="mr-1" matPrefix name="search-outline"></ion-icon>
-</mat-form-field>-->
-
 <table
-  class="w-100"
+  class="gf-table w-100"
   matSort
-  matSortActive="shareCurrent"
+  matSortActive="allocationCurrent"
   matSortDirection="desc"
   mat-table
   [dataSource]="dataSource"
 >
   <ng-container matColumnDef="symbol">
-    <th mat-header-cell *matHeaderCellDef mat-sort-header i18n>Symbol</th>
-    <td mat-cell *matCellDef="let element">{{ element.symbol | gfSymbol }}</td>
+    <th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
+      Symbol
+    </th>
+    <td *matCellDef="let element" class="px-1" mat-cell>
+      {{ element.symbol | gfSymbol }}
+    </td>
   </ng-container>
 
   <ng-container matColumnDef="performance">
     <th
       *matHeaderCellDef
-      class="d-none d-lg-table-cell text-right"
+      class="d-none d-lg-table-cell px-1 text-right"
       i18n
       mat-header-cell
     >
       Performance
     </th>
-    <td class="d-none d-lg-table-cell" mat-cell *matCellDef="let element">
+    <td class="d-none d-lg-table-cell px-1" mat-cell *matCellDef="let element">
       <div class="d-flex justify-content-end">
         <gf-value
           [colorizeSign]="true"
@@ -37,43 +36,43 @@
     </td>
   </ng-container>
 
-  <ng-container matColumnDef="shareInvestment">
+  <ng-container matColumnDef="allocationInvestment">
     <th
       *matHeaderCellDef
-      class="justify-content-end"
+      class="justify-content-end px-1"
       i18n
       mat-header-cell
       mat-sort-header
     >
-      Initial Share
+      Initial Allocation
     </th>
     <td mat-cell *matCellDef="let element">
-      <div class="d-flex justify-content-end">
+      <div class="d-flex justify-content-end px-1">
         <gf-value
           [isPercent]="true"
           [locale]="locale"
-          [value]="isLoading ? undefined : element.shareInvestment"
+          [value]="isLoading ? undefined : element.allocationInvestment"
         ></gf-value>
       </div>
     </td>
   </ng-container>
 
-  <ng-container matColumnDef="shareCurrent">
+  <ng-container matColumnDef="allocationCurrent">
     <th
       *matHeaderCellDef
-      class="justify-content-end"
+      class="justify-content-end px-1"
       i18n
       mat-header-cell
       mat-sort-header
     >
-      Current Share
+      Current Allocation
     </th>
-    <td mat-cell *matCellDef="let element">
+    <td *matCellDef="let element" class="px-1" mat-cell>
       <div class="d-flex justify-content-end">
         <gf-value
           [isPercent]="true"
           [locale]="locale"
-          [value]="isLoading ? undefined : element.shareCurrent"
+          [value]="isLoading ? undefined : element.allocationCurrent"
         ></gf-value>
       </div>
     </td>

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

@@ -1,3 +1,5 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
 :host {
   display: block;
 
@@ -8,10 +10,6 @@
   }
 
   .mat-table {
-    td {
-      border: 0;
-    }
-
     th {
       ::ng-deep {
         .mat-sort-header-container {
@@ -22,13 +20,6 @@
 
     .mat-row {
       cursor: pointer;
-
-      &:nth-child(even) {
-        background-color: rgba(
-          var(--dark-primary-text),
-          var(--palette-background-hover-alpha)
-        );
-      }
     }
   }
 }
@@ -37,15 +28,4 @@
   .mat-form-field {
     color: rgba(var(--light-primary-text));
   }
-
-  .mat-table {
-    .mat-row {
-      &:nth-child(even) {
-        background-color: rgba(
-          var(--light-primary-text),
-          var(--palette-background-hover-alpha)
-        );
-      }
-    }
-  }
 }

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

@@ -13,7 +13,7 @@ import { MatPaginator } from '@angular/material/paginator';
 import { MatSort } from '@angular/material/sort';
 import { MatTableDataSource } from '@angular/material/table';
 import { ActivatedRoute, Router } from '@angular/router';
-import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { Order as OrderModel } from '@prisma/client';
 import { Subject, Subscription } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
@@ -73,8 +73,8 @@ export class PositionsTableComponent implements OnChanges, OnInit {
     this.displayedColumns = [
       'symbol',
       'performance',
-      'shareInvestment',
-      'shareCurrent'
+      'allocationInvestment',
+      'allocationCurrent'
     ];
 
     this.isLoading = true;

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

@@ -5,8 +5,8 @@ import {
   OnChanges,
   OnInit
 } from '@angular/core';
-import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
+import { PortfolioPosition } from '@ghostfolio/common/interfaces/portfolio-position.interface';
 
 @Component({
   selector: 'gf-positions',

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

@@ -4,7 +4,7 @@ import {
   Input,
   OnInit
 } from '@angular/core';
-import { PortfolioReportRule } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-report.interface';
+import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
 
 @Component({
   selector: 'gf-rule',

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

@@ -1,5 +1,5 @@
 import { ChangeDetectionStrategy, Component, Input } from '@angular/core';
-import { PortfolioReportRule } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-report.interface';
+import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
 
 @Component({
   selector: 'gf-rules',

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

@@ -1,52 +1,59 @@
 <mat-form-field appearance="outline" class="w-100">
-  <input
-    #input
-    autocomplete="off"
-    matInput
-    placeholder="Search for transactions..."
-    (keyup)="applyFilter($event)"
-  />
   <ion-icon class="mr-1" matPrefix name="search-outline"></ion-icon>
+  <mat-chip-list #chipList aria-label="Search keywords">
+    <mat-chip
+      *ngFor="let searchKeyword of searchKeywords"
+      class="mx-1 my-0 px-2 py-0"
+      matChipRemove
+      [removable]="true"
+      (removed)="removeKeyword(searchKeyword)"
+    >
+      {{ searchKeyword }}
+      <ion-icon class="ml-2" matPrefix name="close-outline"></ion-icon>
+    </mat-chip>
+    <input
+      #searchInput
+      name="close-outline"
+      [formControl]="searchControl"
+      [matAutocomplete]="autocomplete"
+      [matChipInputFor]="chipList"
+      [matChipInputSeparatorKeyCodes]="separatorKeysCodes"
+      [placeholder]="placeholder"
+      (matChipInputTokenEnd)="addKeyword($event)"
+    />
+  </mat-chip-list>
+  <mat-autocomplete
+    #autocomplete="matAutocomplete"
+    (optionSelected)="keywordSelected($event)"
+  >
+    <mat-option
+      *ngFor="let transaction of filteredTransactions | async"
+      [value]="transaction"
+    >
+      {{ transaction }}
+    </mat-option>
+  </mat-autocomplete>
 </mat-form-field>
 
 <table
-  class="w-100"
+  class="gf-table w-100"
   matSort
   matSortActive="date"
   matSortDirection="desc"
   mat-table
   [dataSource]="dataSource"
 >
-  <ng-container matColumnDef="platform">
-    <th
-      *matHeaderCellDef
-      class="d-none d-lg-table-cell text-center px-0"
-      i18n
-      mat-header-cell
-    >
-      Platform
-    </th>
-    <td *matCellDef="let element" class="d-none d-lg-table-cell px-0" mat-cell>
-      <div class="d-flex justify-content-center">
-        <gf-symbol-icon
-          *ngIf="element.Platform?.url"
-          [tooltip]="element.Platform?.name"
-          [url]="element.Platform?.url"
-        ></gf-symbol-icon>
-      </div>
-    </td>
-  </ng-container>
   <ng-container matColumnDef="date">
     <th
       *matHeaderCellDef
-      class="justify-content-center"
+      class="justify-content-center px-1"
       i18n
       mat-header-cell
       mat-sort-header
     >
       Date
     </th>
-    <td mat-cell *matCellDef="let element">
+    <td *matCellDef="let element" class="px-1" mat-cell>
       <div class="d-flex justify-content-center">
         {{ element.date | date: defaultDateFormat }}
       </div>
@@ -56,14 +63,14 @@
   <ng-container matColumnDef="type">
     <th
       *matHeaderCellDef
-      class="justify-content-center"
+      class="justify-content-center px-1"
       i18n
       mat-header-cell
       mat-sort-header
     >
       Type
     </th>
-    <td mat-cell *matCellDef="let element" class="text-center">
+    <td mat-cell *matCellDef="let element" class="px-1 text-center">
       <div
         class="d-inline-flex justify-content-center pl-1 pr-2 py-1 type-badge"
         [ngClass]="element.type == 'BUY' ? 'buy' : 'sell'"
@@ -82,21 +89,25 @@
   </ng-container>
 
   <ng-container matColumnDef="symbol">
-    <th *matHeaderCellDef i18n mat-header-cell mat-sort-header>Symbol</th>
-    <td mat-cell *matCellDef="let element">{{ element.symbol | gfSymbol }}</td>
+    <th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
+      Symbol
+    </th>
+    <td *matCellDef="let element" class="px-1" mat-cell>
+      {{ element.symbol | gfSymbol }}
+    </td>
   </ng-container>
 
   <ng-container matColumnDef="currency">
     <th
       *matHeaderCellDef
-      class="d-none d-lg-table-cell justify-content-center"
+      class="d-none d-lg-table-cell justify-content-center px-1"
       mat-header-cell
       i18n
       mat-sort-header
     >
       Currency
     </th>
-    <td class="d-none d-lg-table-cell" mat-cell *matCellDef="let element">
+    <td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
       <div class="d-flex justify-content-center">
         {{ element.currency }}
       </div>
@@ -106,14 +117,14 @@
   <ng-container matColumnDef="quantity">
     <th
       *matHeaderCellDef
-      class="d-none d-lg-table-cell justify-content-end"
+      class="d-none d-lg-table-cell justify-content-end px-1"
       i18n
       mat-header-cell
       mat-sort-header
     >
       Quantity
     </th>
-    <td *matCellDef="let element" class="d-none d-lg-table-cell" mat-cell>
+    <td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
       <div class="d-flex justify-content-end">
         <gf-value
           [isCurrency]="true"
@@ -127,14 +138,14 @@
   <ng-container matColumnDef="unitPrice">
     <th
       *matHeaderCellDef
-      class="d-none d-lg-table-cell justify-content-end"
+      class="d-none d-lg-table-cell justify-content-end px-1"
       i18n
       mat-header-cell
       mat-sort-header
     >
       Unit Price
     </th>
-    <td *matCellDef="let element" class="d-none d-lg-table-cell" mat-cell>
+    <td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
       <div class="d-flex justify-content-end">
         <gf-value
           [isCurrency]="true"
@@ -148,14 +159,14 @@
   <ng-container matColumnDef="fee">
     <th
       *matHeaderCellDef
-      class="d-none d-lg-table-cell justify-content-end"
+      class="d-none d-lg-table-cell justify-content-end px-1"
       i18n
       mat-header-cell
       mat-sort-header
     >
       Fee
     </th>
-    <td class="d-none d-lg-table-cell" mat-cell *matCellDef="let element">
+    <td *matCellDef="let element" class="d-none d-lg-table-cell px1" mat-cell>
       <div class="d-flex justify-content-end">
         <gf-value
           [isCurrency]="true"
@@ -166,9 +177,26 @@
     </td>
   </ng-container>
 
+  <ng-container matColumnDef="account">
+    <th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
+      Account
+    </th>
+    <td *matCellDef="let element" class="px-1" mat-cell>
+      <div class="d-flex">
+        <gf-symbol-icon
+          *ngIf="element.Account?.Platform?.url"
+          class="mr-1"
+          [tooltip]="element.Account?.Platform?.name"
+          [url]="element.Account?.Platform?.url"
+        ></gf-symbol-icon>
+        <span class="d-none d-lg-block">{{ element.Account?.name }}</span>
+      </div>
+    </td>
+  </ng-container>
+
   <ng-container matColumnDef="actions">
-    <th *matHeaderCellDef class="px-0 text-center" i18n mat-header-cell></th>
-    <td *matCellDef="let element" class="px-0 text-center" mat-cell>
+    <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
@@ -181,6 +209,9 @@
         <button i18n mat-menu-item (click)="onUpdateTransaction(element)">
           Edit
         </button>
+        <button i18n mat-menu-item (click)="onCloneTransaction(element)">
+          Clone
+        </button>
         <button i18n mat-menu-item (click)="onDeleteTransaction(element.id)">
           Delete
         </button>

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

@@ -1,3 +1,5 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
 :host {
   display: block;
 
@@ -7,11 +9,12 @@
     }
   }
 
-  .mat-table {
-    td {
-      border: 0;
-    }
+  .mat-chip {
+    cursor: pointer;
+    min-height: 1.5rem !important;
+  }
 
+  .mat-table {
     th {
       ::ng-deep {
         .mat-sort-header-container {
@@ -23,13 +26,6 @@
     .mat-row {
       cursor: pointer;
 
-      &:nth-child(even) {
-        background-color: rgba(
-          var(--dark-primary-text),
-          var(--palette-background-hover-alpha)
-        );
-      }
-
       .type-badge {
         background-color: rgba(var(--dark-primary-text), 0.05);
         border-radius: 1rem;
@@ -57,17 +53,8 @@
   }
 
   .mat-table {
-    .mat-row {
-      &:nth-child(even) {
-        background-color: rgba(
-          var(--light-primary-text),
-          var(--palette-background-hover-alpha)
-        );
-      }
-
-      .type-badge {
-        background-color: rgba(var(--light-primary-text), 0.1);
-      }
+    .type-badge {
+      background-color: rgba(var(--light-primary-text), 0.1);
     }
   }
 }

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

@@ -1,6 +1,8 @@
+import { COMMA, ENTER } from '@angular/cdk/keycodes';
 import {
   ChangeDetectionStrategy,
   Component,
+  ElementRef,
   EventEmitter,
   Input,
   OnChanges,
@@ -9,17 +11,27 @@ import {
   Output,
   ViewChild
 } from '@angular/core';
+import { FormControl } from '@angular/forms';
+import {
+  MatAutocomplete,
+  MatAutocompleteSelectedEvent
+} from '@angular/material/autocomplete';
+import { MatChipInputEvent } from '@angular/material/chips';
 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 { DEFAULT_DATE_FORMAT } from '@ghostfolio/helper';
-import { Order as OrderModel } from '@prisma/client';
-import { Subject, Subscription } from 'rxjs';
+import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
+import { OrderWithAccount } from '@ghostfolio/common/types';
+import { format } from 'date-fns';
+import { BehaviorSubject, Observable, Subject, Subscription } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
 import { PositionDetailDialog } from '../position/position-detail-dialog/position-detail-dialog.component';
 
+const SEARCH_PLACEHOLDER = 'Search for account, currency, symbol or type...';
+const SEARCH_STRING_SEPARATOR = ',';
+
 @Component({
   selector: 'gf-transactions-table',
   changeDetection: ChangeDetectionStrategy.OnPush,
@@ -32,19 +44,31 @@ export class TransactionsTableComponent
   @Input() deviceType: string;
   @Input() locale: string;
   @Input() showActions: boolean;
-  @Input() transactions: OrderModel[];
+  @Input() transactions: OrderWithAccount[];
 
   @Output() transactionDeleted = new EventEmitter<string>();
-  @Output() transactionToUpdate = new EventEmitter<OrderModel>();
+  @Output() transactionToClone = new EventEmitter<OrderWithAccount>();
+  @Output() transactionToUpdate = new EventEmitter<OrderWithAccount>();
 
+  @ViewChild('autocomplete') matAutocomplete: MatAutocomplete;
+  @ViewChild('searchInput') searchInput: ElementRef<HTMLInputElement>;
   @ViewChild(MatSort) sort: MatSort;
 
-  public dataSource: MatTableDataSource<OrderModel> = new MatTableDataSource();
+  public dataSource: MatTableDataSource<OrderWithAccount> = new MatTableDataSource();
   public defaultDateFormat = DEFAULT_DATE_FORMAT;
   public displayedColumns = [];
+  public filteredTransactions$: Subject<string[]> = new BehaviorSubject([]);
+  public filteredTransactions: Observable<
+    string[]
+  > = this.filteredTransactions$.asObservable();
   public isLoading = true;
+  public placeholder = '';
   public routeQueryParams: Subscription;
+  public searchControl = new FormControl();
+  public searchKeywords: string[] = [];
+  public separatorKeysCodes: number[] = [ENTER, COMMA];
 
+  private allFilteredTransactions: string[];
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
@@ -62,41 +86,90 @@ export class TransactionsTableComponent
           });
         }
       });
+
+    this.searchControl.valueChanges.subscribe((keyword) => {
+      if (keyword) {
+        const filterValue = keyword.toLowerCase();
+        this.filteredTransactions$.next(
+          this.allFilteredTransactions.filter(
+            (filter) => filter.toLowerCase().indexOf(filterValue) === 0
+          )
+        );
+      } else {
+        this.filteredTransactions$.next(this.allFilteredTransactions);
+      }
+    });
+  }
+
+  public addKeyword({ input, value }: MatChipInputEvent): void {
+    if (value?.trim()) {
+      this.searchKeywords.push(value.trim());
+      this.updateFilter();
+    }
+
+    // Reset the input value
+    if (input) {
+      input.value = '';
+    }
+
+    this.searchControl.setValue(null);
+  }
+
+  public removeKeyword(keyword: string): void {
+    const index = this.searchKeywords.indexOf(keyword);
+
+    if (index >= 0) {
+      this.searchKeywords.splice(index, 1);
+      this.updateFilter();
+    }
+  }
+
+  public keywordSelected(event: MatAutocompleteSelectedEvent): void {
+    this.searchKeywords.push(event.option.viewValue);
+    this.updateFilter();
+    this.searchInput.nativeElement.value = '';
+    this.searchControl.setValue(null);
   }
 
   public ngOnInit() {}
 
   public ngOnChanges() {
     this.displayedColumns = [
-      'platform',
       'date',
       'type',
       'symbol',
       'currency',
       'quantity',
       'unitPrice',
-      'fee'
+      'fee',
+      'account'
     ];
 
-    this.isLoading = true;
-
     if (this.showActions) {
       this.displayedColumns.push('actions');
     }
 
+    this.isLoading = true;
+
     if (this.transactions) {
       this.dataSource = new MatTableDataSource(this.transactions);
+      this.dataSource.filterPredicate = (data, filter) => {
+        const dataString = this.getFilterableValues(data)
+          .join(' ')
+          .toLowerCase();
+        let contains = true;
+        for (const singleFilter of filter.split(SEARCH_STRING_SEPARATOR)) {
+          contains =
+            contains && dataString.includes(singleFilter.trim().toLowerCase());
+        }
+        return contains;
+      };
       this.dataSource.sort = this.sort;
-
+      this.updateFilter();
       this.isLoading = false;
     }
   }
 
-  public applyFilter(event: Event) {
-    const filterValue = (event.target as HTMLInputElement).value;
-    this.dataSource.filter = filterValue.trim().toLowerCase();
-  }
-
   public onDeleteTransaction(aId: string) {
     const confirmation = confirm(
       'Do you really want to delete this transaction?'
@@ -119,10 +192,14 @@ export class TransactionsTableComponent
     });
   }
 
-  public onUpdateTransaction(aTransaction: OrderModel) {
+  public onUpdateTransaction(aTransaction: OrderWithAccount) {
     this.transactionToUpdate.emit(aTransaction);
   }
 
+  public onCloneTransaction(aTransaction: OrderWithAccount) {
+    this.transactionToClone.emit(aTransaction);
+  }
+
   public openPositionDialog({
     symbol,
     title
@@ -152,4 +229,66 @@ export class TransactionsTableComponent
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
+
+  private updateFilter() {
+    this.dataSource.filter = this.searchKeywords.join(SEARCH_STRING_SEPARATOR);
+    const lowercaseSearchKeywords = this.searchKeywords.map((keyword) =>
+      keyword.trim().toLowerCase()
+    );
+
+    this.placeholder =
+      lowercaseSearchKeywords.length <= 0 ? SEARCH_PLACEHOLDER : '';
+
+    this.allFilteredTransactions = this.getSearchableFieldValues(
+      this.transactions
+    ).filter((item) => {
+      return !lowercaseSearchKeywords.includes(item.trim().toLowerCase());
+    });
+
+    this.filteredTransactions$.next(this.allFilteredTransactions);
+  }
+
+  private getSearchableFieldValues(transactions: OrderWithAccount[]): string[] {
+    const fieldValues = new Set<string>();
+
+    for (const transaction of transactions) {
+      this.getFilterableValues(transaction, fieldValues);
+    }
+
+    return [...fieldValues]
+      .filter((item) => {
+        return item !== undefined;
+      })
+      .sort((a, b) => {
+        const aFirstChar = a.charAt(0);
+        const bFirstChar = b.charAt(0);
+        const isANumber = aFirstChar >= '0' && aFirstChar <= '9';
+        const isBNumber = bFirstChar >= '0' && bFirstChar <= '9';
+
+        // Sort priority: text, followed by numbers
+        if (isANumber && !isBNumber) {
+          return 1;
+        } else if (!isANumber && isBNumber) {
+          return -1;
+        } else {
+          return a.toLowerCase() < b.toLowerCase() ? -1 : 1;
+        }
+      });
+  }
+
+  private getFilterableValues(
+    transaction: OrderWithAccount,
+    fieldValues: Set<string> = new Set<string>()
+  ): string[] {
+    fieldValues.add(transaction.currency);
+    fieldValues.add(transaction.symbol);
+    fieldValues.add(transaction.type);
+    fieldValues.add(transaction.Account?.name);
+    fieldValues.add(transaction.Account?.Platform?.name);
+    fieldValues.add(format(transaction.date, 'yyyy'));
+
+    return [...fieldValues].filter((item) => {
+      return item !== undefined;
+    });
+  }
 }

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

@@ -1,6 +1,9 @@
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { ReactiveFormsModule } from '@angular/forms';
+import { MatAutocompleteModule } from '@angular/material/autocomplete';
 import { MatButtonModule } from '@angular/material/button';
+import { MatChipsModule } from '@angular/material/chips';
 import { MatInputModule } from '@angular/material/input';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatSortModule } from '@angular/material/sort';
@@ -23,12 +26,15 @@ import { TransactionsTableComponent } from './transactions-table.component';
     GfSymbolIconModule,
     GfSymbolModule,
     GfValueModule,
+    MatAutocompleteModule,
     MatButtonModule,
+    MatChipsModule,
     MatInputModule,
     MatMenuModule,
     MatSortModule,
     MatTableModule,
     NgxSkeletonLoaderModule,
+    ReactiveFormsModule,
     RouterModule
   ],
   providers: [],