Release 1.27.0 (#223)

* Add no transactions info to zen page

* Update changelog

CHANGELOG.md

@@ -5,6 +5,69 @@ 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).
 
+## 1.27.0 - 18.07.2021
+
+### Changed
+
+- Improved the onboarding
+  - Flow of creating a new account
+  - Info message to add the first transaction
+
+### Fixed
+
+- Fixed the chart on the landing page
+- Fixed the url to the _Fear & Greed Index_ on the resources page
+
+## 1.26.0 - 17.07.2021
+
+### Added
+
+- Added the import functionality for transactions
+- Added the `robots.txt` file
+
+### Changed
+
+- Improved the styling of the current pricing plan
+- Improved the styling of the transaction type badge
+- Set the public _Stripe_ key dynamically
+- Upgraded `angular-material-css-vars` from version `2.0.0` to `2.1.0`
+
+### Fixed
+
+- Fixed the warn color (button) of the theme
+
+## 1.25.0 - 11.07.2021
+
+### Added
+
+- Added the export functionality for transactions
+
+### Changed
+
+- Respected the cash balance on the analysis page
+- Improved the settings selectors on the account page
+- Harmonized the slogan to "Open Source Wealth Management Software"
+
+### Fixed
+
+- Fixed rendering of currency and platform in dialogs (account and transaction)
+- Fixed an issue in the calculation of the average buy prices in the position detail chart
+
+## 1.24.0 - 07.07.2021
+
+### Added
+
+- Added the total value in the create or edit transaction dialog
+- Added a balance attribute to the account model
+- Calculated the total balance (cash)
+
+### Changed
+
+- Upgraded `@angular/cdk` and `@angular/material` from version `11.0.4` to `12.0.6`
+- Upgraded `@nestjs` dependencies
+- Upgraded `angular-material-css-vars` from version `1.2.0` to `2.0.0`
+- Upgraded `Nx` from version `12.3.6` to `12.5.4`
+
 ## 1.23.1 - 03.07.2021
 
 ### Fixed

README.md

@@ -1,13 +1,22 @@
 <div align="center">
+  <a href="https://ghostfol.io">
+    <img
+      alt="Ghostfolio Logo"
+      src="https://avatars.githubusercontent.com/u/82473144?s=200"
+      width="100"
+    />
+  </a>
+
   <h1>Ghostfolio</h1>
   <p>
-    <strong>Open Source Portfolio Tracker</strong>
+    <strong>Open Source Wealth Management Software made for Humans</strong>
   </p>
   <p>
     <a href="https://ghostfol.io"><strong>Live Demo</strong></a>
   </p>
   <p>
-    <img src="https://img.shields.io/badge/contributions-welcome-orange.svg"/>
+    <a href="#contributing">
+      <img src="https://img.shields.io/badge/contributions-welcome-orange.svg"/></a>
     <a href="https://travis-ci.com/github/ghostfolio/ghostfolio" rel="nofollow">
       <img src="https://travis-ci.com/ghostfolio/ghostfolio.svg?branch=main" alt="Build Status"/></a>
     <a href="https://www.gnu.org/licenses/agpl-3.0" rel="nofollow">
@@ -15,7 +24,13 @@
   </p>
 </div>
 
-**Ghostfolio** is an open source portfolio tracker based on web technology. The software empowers busy folks to have a sharp look of their financial assets and to make solid, data-driven investment decisions by evaluating automated static portfolio analysis rules.
+**Ghostfolio** is an open source wealth management software built with web technology. The application empowers busy people to keep track of their wealth like stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.
+
+## Ghostfolio Premium
+
+Our official **[Ghostfolio Premium](https://ghostfol.io/pricing)** cloud offering is the easiest way to get started. Due to the time it saves, this will be the best option for most people. The revenue is used for covering the hosting costs.
+
+If you prefer to run Ghostfolio on your own infrastructure, please find the source code and further instructions here on _GitHub_.
 
 ## Why Ghostfolio?
 
@@ -79,8 +94,8 @@ The frontend is built with [Angular](https://angular.io) and uses [Angular Mater
 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_
+1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
+1. Click _Sign out_ and check out the _Live Demo_
 
 ## Development
 

angular.json

@@ -103,6 +103,11 @@
                 "input": "",
                 "output": "./"
               },
+              {
+                "glob": "robots.txt",
+                "input": "apps/client/src/assets",
+                "output": "./"
+              },
               {
                 "glob": "sitemap.xml",
                 "input": "apps/client/src/assets",

apps/api/jest.config.js

@@ -11,5 +11,6 @@ module.exports = {
   },
   moduleFileExtensions: ['ts', 'js', 'html'],
   coverageDirectory: '../../coverage/apps/api',
-  testTimeout: 10000
+  testTimeout: 10000,
+  testEnvironment: 'node'
 };

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

@@ -4,6 +4,7 @@ import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alph
 import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
 import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
 import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
@@ -20,6 +21,7 @@ import { AccountService } from './account.service';
     AlphaVantageService,
     ConfigurationService,
     DataProviderService,
+    ExchangeRateDataService,
     GhostfolioScraperApiService,
     ImpersonationService,
     PrismaService,

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

@@ -1,12 +1,15 @@
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Injectable } from '@nestjs/common';
-import { Account, Order, Prisma } from '@prisma/client';
+import { Account, Currency, Order, Prisma } from '@prisma/client';
 
 import { RedisCacheService } from '../redis-cache/redis-cache.service';
+import { CashDetails } from './interfaces/cash-details.interface';
 
 @Injectable()
 export class AccountService {
   public constructor(
+    private exchangeRateDataService: ExchangeRateDataService,
     private readonly redisCacheService: RedisCacheService,
     private prisma: PrismaService
   ) {}
@@ -73,6 +76,27 @@ export class AccountService {
     });
   }
 
+  public async getCashDetails(
+    aUserId: string,
+    aCurrency: Currency
+  ): Promise<CashDetails> {
+    let totalCashBalance = 0;
+
+    const accounts = await this.accounts({
+      where: { userId: aUserId }
+    });
+
+    accounts.forEach((account) => {
+      totalCashBalance += this.exchangeRateDataService.toCurrency(
+        account.balance,
+        account.currency,
+        aCurrency
+      );
+    });
+
+    return { accounts, balance: totalCashBalance };
+  }
+
   public async updateAccount(
     params: {
       where: Prisma.AccountWhereUniqueInput;

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

@@ -1,10 +1,16 @@
-import { AccountType } from '@prisma/client';
-import { IsString, ValidateIf } from 'class-validator';
+import { AccountType, Currency } from '@prisma/client';
+import { IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class CreateAccountDto {
   @IsString()
   accountType: AccountType;
 
+  @IsNumber()
+  balance: number;
+
+  @IsString()
+  currency: Currency;
+
   @IsString()
   name: string;
 

apps/api/src/app/account/interfaces/cash-details.interface.ts

@@ -0,0 +1,6 @@
+import { Account } from '@prisma/client';
+
+export interface CashDetails {
+  accounts: Account[];
+  balance: number;
+}

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

@@ -1,10 +1,16 @@
-import { AccountType } from '@prisma/client';
-import { IsString, ValidateIf } from 'class-validator';
+import { AccountType, Currency } from '@prisma/client';
+import { IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class UpdateAccountDto {
   @IsString()
   accountType: AccountType;
 
+  @IsNumber()
+  balance: number;
+
+  @IsString()
+  currency: Currency;
+
   @IsString()
   id: string;
 

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

@@ -23,6 +23,8 @@ import { AppController } from './app.controller';
 import { AuthModule } from './auth/auth.module';
 import { CacheModule } from './cache/cache.module';
 import { ExperimentalModule } from './experimental/experimental.module';
+import { ExportModule } from './export/export.module';
+import { ImportModule } from './import/import.module';
 import { InfoModule } from './info/info.module';
 import { OrderModule } from './order/order.module';
 import { PortfolioModule } from './portfolio/portfolio.module';
@@ -41,6 +43,8 @@ import { UserModule } from './user/user.module';
     CacheModule,
     ConfigModule.forRoot(),
     ExperimentalModule,
+    ExportModule,
+    ImportModule,
     InfoModule,
     OrderModule,
     PortfolioModule,

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

@@ -1,3 +1,5 @@
+import { AccountService } from '@ghostfolio/api/app/account/account.service';
+import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 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';
@@ -13,9 +15,10 @@ import { ExperimentalController } from './experimental.controller';
 import { ExperimentalService } from './experimental.service';
 
 @Module({
-  imports: [],
+  imports: [RedisCacheModule],
   controllers: [ExperimentalController],
   providers: [
+    AccountService,
     AlphaVantageService,
     ConfigurationService,
     DataProviderService,

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

@@ -1,3 +1,4 @@
+import { AccountService } from '@ghostfolio/api/app/account/account.service';
 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';
@@ -14,6 +15,7 @@ import { Data } from './interfaces/data.interface';
 @Injectable()
 export class ExperimentalService {
   public constructor(
+    private readonly accountService: AccountService,
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private prisma: PrismaService,
@@ -52,6 +54,7 @@ export class ExperimentalService {
     });
 
     const portfolio = new Portfolio(
+      this.accountService,
       this.dataProviderService,
       this.exchangeRateDataService,
       this.rulesService

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

@@ -0,0 +1,23 @@
+import { Export } 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 { ExportService } from './export.service';
+
+@Controller('export')
+export class ExportController {
+  public constructor(
+    private readonly exportService: ExportService,
+    @Inject(REQUEST) private readonly request: RequestWithUser
+  ) {}
+
+  @Get()
+  @UseGuards(AuthGuard('jwt'))
+  public async export(): Promise<Export> {
+    return await this.exportService.export({
+      userId: this.request.user.id
+    });
+  }
+}

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

@@ -0,0 +1,32 @@
+import { CacheService } from '@ghostfolio/api/app/cache/cache.service';
+import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
+import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { Module } from '@nestjs/common';
+
+import { ExportController } from './export.controller';
+import { ExportService } from './export.service';
+
+@Module({
+  imports: [RedisCacheModule],
+  controllers: [ExportController],
+  providers: [
+    AlphaVantageService,
+    CacheService,
+    ConfigurationService,
+    DataGatheringService,
+    DataProviderService,
+    ExportService,
+    GhostfolioScraperApiService,
+    PrismaService,
+    RakutenRapidApiService,
+    YahooFinanceService
+  ]
+})
+export class ExportModule {}

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

@@ -0,0 +1,31 @@
+import { environment } from '@ghostfolio/api/environments/environment';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { Export } from '@ghostfolio/common/interfaces';
+import { Injectable } from '@nestjs/common';
+
+@Injectable()
+export class ExportService {
+  public constructor(private prisma: PrismaService) {}
+
+  public async export({ userId }: { userId: string }): Promise<Export> {
+    const orders = await this.prisma.order.findMany({
+      orderBy: { date: 'desc' },
+      select: {
+        currency: true,
+        dataSource: true,
+        date: true,
+        fee: true,
+        quantity: true,
+        symbol: true,
+        type: true,
+        unitPrice: true
+      },
+      where: { userId }
+    });
+
+    return {
+      meta: { date: new Date().toISOString(), version: environment.version },
+      orders
+    };
+  }
+}

apps/api/src/app/import/import-data.dto.ts

@@ -0,0 +1,7 @@
+import { Order } from '@prisma/client';
+import { IsArray } from 'class-validator';
+
+export class ImportDataDto {
+  @IsArray()
+  orders: Partial<Order>[];
+}

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

@@ -0,0 +1,50 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { RequestWithUser } from '@ghostfolio/common/types';
+import {
+  Body,
+  Controller,
+  HttpException,
+  Inject,
+  Post,
+  UseGuards
+} from '@nestjs/common';
+import { REQUEST } from '@nestjs/core';
+import { AuthGuard } from '@nestjs/passport';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+
+import { ImportDataDto } from './import-data.dto';
+import { ImportService } from './import.service';
+
+@Controller('import')
+export class ImportController {
+  public constructor(
+    private readonly configurationService: ConfigurationService,
+    private readonly importService: ImportService,
+    @Inject(REQUEST) private readonly request: RequestWithUser
+  ) {}
+
+  @Post()
+  @UseGuards(AuthGuard('jwt'))
+  public async import(@Body() importData: ImportDataDto): Promise<void> {
+    if (!this.configurationService.get('ENABLE_FEATURE_IMPORT')) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    try {
+      return await this.importService.import({
+        orders: importData.orders,
+        userId: this.request.user.id
+      });
+    } catch (error) {
+      console.error(error);
+
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+  }
+}

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

@@ -0,0 +1,34 @@
+import { CacheService } from '@ghostfolio/api/app/cache/cache.service';
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
+import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
+import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
+import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { Module } from '@nestjs/common';
+
+import { ImportController } from './import.controller';
+import { ImportService } from './import.service';
+
+@Module({
+  imports: [RedisCacheModule],
+  controllers: [ImportController],
+  providers: [
+    AlphaVantageService,
+    CacheService,
+    ConfigurationService,
+    DataGatheringService,
+    DataProviderService,
+    GhostfolioScraperApiService,
+    ImportService,
+    OrderService,
+    PrismaService,
+    RakutenRapidApiService,
+    YahooFinanceService
+  ]
+})
+export class ImportModule {}

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

@@ -0,0 +1,43 @@
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
+import { Injectable } from '@nestjs/common';
+import { Order } from '@prisma/client';
+import { parseISO } from 'date-fns';
+
+@Injectable()
+export class ImportService {
+  public constructor(private readonly orderService: OrderService) {}
+
+  public async import({
+    orders,
+    userId
+  }: {
+    orders: Partial<Order>[];
+    userId: string;
+  }): Promise<void> {
+    for (const {
+      currency,
+      dataSource,
+      date,
+      fee,
+      quantity,
+      symbol,
+      type,
+      unitPrice
+    } of orders) {
+      await this.orderService.createOrder(
+        {
+          currency,
+          dataSource,
+          fee,
+          quantity,
+          symbol,
+          type,
+          unitPrice,
+          date: parseISO(<string>(<unknown>date)),
+          User: { connect: { id: userId } }
+        },
+        userId
+      );
+    }
+  }
+}

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

@@ -20,6 +20,7 @@ export class InfoService {
   ) {}
 
   public async get(): Promise<InfoItem> {
+    const info: Partial<InfoItem> = {};
     const platforms = await this.prisma.platform.findMany({
       orderBy: { name: 'asc' },
       select: { id: true, name: true }
@@ -27,6 +28,10 @@ export class InfoService {
 
     const globalPermissions: string[] = [];
 
+    if (this.configurationService.get('ENABLE_FEATURE_IMPORT')) {
+      globalPermissions.push(permissions.enableImport);
+    }
+
     if (this.configurationService.get('ENABLE_FEATURE_SOCIAL_LOGIN')) {
       globalPermissions.push(permissions.enableSocialLogin);
     }
@@ -37,9 +42,12 @@ export class InfoService {
 
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       globalPermissions.push(permissions.enableSubscription);
+
+      info.stripePublicKey = this.configurationService.get('STRIPE_PUBLIC_KEY');
     }
 
     return {
+      ...info,
       globalPermissions,
       platforms,
       currencies: Object.values(Currency),

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

@@ -1,5 +1,5 @@
 import { Currency, DataSource, Type } from '@prisma/client';
-import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
+import { IsISO8601, IsNumber, IsString } from 'class-validator';
 
 export class CreateOrderDto {
   @IsString()

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

@@ -142,10 +142,11 @@ export class PortfolioController {
   ): Promise<{ [symbol: string]: PortfolioPosition }> {
     let details: { [symbol: string]: PortfolioPosition } = {};
 
-    const impersonationUserId = await this.impersonationService.validateImpersonationId(
-      impersonationId,
-      this.request.user.id
-    );
+    const impersonationUserId =
+      await this.impersonationService.validateImpersonationId(
+        impersonationId,
+        this.request.user.id
+      );
 
     const portfolio = await this.portfolioService.createPortfolio(
       impersonationUserId || this.request.user.id
@@ -221,6 +222,7 @@ export class PortfolioController {
       )
     ) {
       overview = nullifyValuesInObject(overview, [
+        'cash',
         'committedFunds',
         'fees',
         'totalBuy',
@@ -238,10 +240,11 @@ export class PortfolioController {
     @Query('range') range,
     @Res() res: Response
   ): Promise<PortfolioPerformance> {
-    const impersonationUserId = await this.impersonationService.validateImpersonationId(
-      impersonationId,
-      this.request.user.id
-    );
+    const impersonationUserId =
+      await this.impersonationService.validateImpersonationId(
+        impersonationId,
+        this.request.user.id
+      );
 
     const portfolio = await this.portfolioService.createPortfolio(
       impersonationUserId || this.request.user.id
@@ -306,10 +309,11 @@ export class PortfolioController {
   public async getReport(
     @Headers('impersonation-id') impersonationId
   ): Promise<PortfolioReport> {
-    const impersonationUserId = await this.impersonationService.validateImpersonationId(
-      impersonationId,
-      this.request.user.id
-    );
+    const impersonationUserId =
+      await this.impersonationService.validateImpersonationId(
+        impersonationId,
+        this.request.user.id
+      );
 
     const portfolio = await this.portfolioService.createPortfolio(
       impersonationUserId || this.request.user.id

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

@@ -1,3 +1,8 @@
+import { AccountService } from '@ghostfolio/api/app/account/account.service';
+import { CacheService } from '@ghostfolio/api/app/cache/cache.service';
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
+import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
+import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
@@ -11,10 +16,6 @@ import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { RulesService } from '@ghostfolio/api/services/rules.service';
 import { Module } from '@nestjs/common';
 
-import { CacheService } from '../cache/cache.service';
-import { OrderService } from '../order/order.service';
-import { RedisCacheModule } from '../redis-cache/redis-cache.module';
-import { UserService } from '../user/user.service';
 import { PortfolioController } from './portfolio.controller';
 import { PortfolioService } from './portfolio.service';
 
@@ -22,6 +23,7 @@ import { PortfolioService } from './portfolio.service';
   imports: [RedisCacheModule],
   controllers: [PortfolioController],
   providers: [
+    AccountService,
     AlphaVantageService,
     CacheService,
     ConfigurationService,

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

@@ -1,3 +1,7 @@
+import { AccountService } from '@ghostfolio/api/app/account/account.service';
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
+import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
+import { UserService } from '@ghostfolio/api/app/user/user.service';
 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';
@@ -14,6 +18,7 @@ import { REQUEST } from '@nestjs/core';
 import { DataSource } from '@prisma/client';
 import {
   add,
+  addMonths,
   endOfToday,
   format,
   getDate,
@@ -30,9 +35,6 @@ import {
 import { isEmpty } from 'lodash';
 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 {
   HistoricalDataItem,
   PortfolioPositionDetail
@@ -41,6 +43,7 @@ import {
 @Injectable()
 export class PortfolioService {
   public constructor(
+    private readonly accountService: AccountService,
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly impersonationService: ImpersonationService,
@@ -68,6 +71,7 @@ export class PortfolioService {
         JSON.parse(stringifiedPortfolio);
 
       portfolio = new Portfolio(
+        this.accountService,
         this.dataProviderService,
         this.exchangeRateDataService,
         this.rulesService
@@ -84,6 +88,7 @@ export class PortfolioService {
       });
 
       portfolio = new Portfolio(
+        this.accountService,
         this.dataProviderService,
         this.exchangeRateDataService,
         this.rulesService
@@ -192,12 +197,17 @@ export class PortfolioService {
       impersonationUserId || this.request.user.id
     );
 
+    const { balance } = await this.accountService.getCashDetails(
+      impersonationUserId || this.request.user.id,
+      this.request.user.Settings.currency
+    );
     const committedFunds = portfolio.getCommittedFunds();
     const fees = portfolio.getFees();
 
     return {
       committedFunds,
       fees,
+      cash: balance,
       ordersCount: portfolio.getOrders().length,
       totalBuy: portfolio.getTotalBuy(),
       totalSell: portfolio.getTotalSell()
@@ -218,19 +228,18 @@ export class PortfolioService {
       impersonationUserId || this.request.user.id
     );
 
-    const positions = portfolio.getPositions(new Date())[aSymbol];
+    const position = portfolio.getPositions(new Date())[aSymbol];
 
-    if (positions) {
-      let {
+    if (position) {
+      const {
         averagePrice,
         currency,
         firstBuyDate,
         investment,
-        marketPrice,
         quantity,
         transactionCount
-      } = portfolio.getPositions(new Date())[aSymbol];
-
+      } = position;
+      let marketPrice = position.marketPrice;
       const orders = portfolio.getOrders(aSymbol);
 
       const historicalData = await this.dataProviderService.getHistorical(
@@ -258,13 +267,14 @@ export class PortfolioService {
             isSameDay(currentDate, parseISO(orders[0]?.getDate())) ||
             isAfter(currentDate, parseISO(orders[0]?.getDate()))
           ) {
-            // Get snapshot of first day of month
-            const snapshot = portfolio.get(setDate(currentDate, 1))[0]
-              .positions[aSymbol];
+            // Get snapshot of first day of next month
+            const snapshot = portfolio.get(
+              addMonths(setDate(currentDate, 1), 1)
+            )?.[0]?.positions[aSymbol];
             orders.shift();
 
             if (snapshot?.averagePrice) {
-              currentAveragePrice = snapshot?.averagePrice;
+              currentAveragePrice = snapshot.averagePrice;
             }
           }
 
@@ -343,13 +353,13 @@ export class PortfolioService {
 
       return {
         averagePrice: undefined,
-        currency: currentData[aSymbol].currency,
+        currency: currentData[aSymbol]?.currency,
         firstBuyDate: undefined,
         grossPerformance: undefined,
         grossPerformancePercent: undefined,
         historicalData: historicalDataArray,
         investment: undefined,
-        marketPrice: currentData[aSymbol].marketPrice,
+        marketPrice: currentData[aSymbol]?.marketPrice,
         maxPrice: undefined,
         minPrice: undefined,
         quantity: undefined,

apps/api/src/environments/environment.prod.ts

@@ -1,3 +1,4 @@
 export const environment = {
-  production: true
+  production: true,
+  version: `v${require('../../../../package.json').version}`
 };

apps/api/src/environments/environment.ts

@@ -1,3 +1,4 @@
 export const environment = {
-  production: false
+  production: false,
+  version: 'dev'
 };

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

@@ -1,3 +1,4 @@
+import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { UNKNOWN_KEY, baseCurrency } from '@ghostfolio/common/config';
 import { getUtc, getYesterday } from '@ghostfolio/common/helper';
 import {
@@ -16,6 +17,16 @@ import { MarketState } from '../services/interfaces/interfaces';
 import { RulesService } from '../services/rules.service';
 import { Portfolio } from './portfolio';
 
+jest.mock('../app/account/account.service', () => {
+  return {
+    AccountService: jest.fn().mockImplementation(() => {
+      return {
+        getCashDetails: () => Promise.resolve({ accounts: [], balance: 0 })
+      };
+    })
+  };
+});
+
 jest.mock('../services/data-provider.service', () => {
   return {
     DataProviderService: jest.fn().mockImplementation(() => {
@@ -81,12 +92,14 @@ const DEFAULT_ACCOUNT_ID = '693a834b-eb89-42c9-ae47-35196c25d269';
 const USER_ID = 'ca6ce867-5d31-495a-bce9-5942bbca9237';
 
 describe('Portfolio', () => {
+  let accountService: AccountService;
   let dataProviderService: DataProviderService;
   let exchangeRateDataService: ExchangeRateDataService;
   let portfolio: Portfolio;
   let rulesService: RulesService;
 
   beforeAll(async () => {
+    accountService = new AccountService(null, null, null);
     dataProviderService = new DataProviderService(
       null,
       null,
@@ -101,6 +114,7 @@ describe('Portfolio', () => {
     await exchangeRateDataService.initialize();
 
     portfolio = new Portfolio(
+      accountService,
       dataProviderService,
       exchangeRateDataService,
       rulesService
@@ -110,7 +124,9 @@ describe('Portfolio', () => {
       Account: [
         {
           accountType: AccountType.SECURITIES,
+          balance: 0,
           createdAt: new Date(),
+          currency: Currency.USD,
           id: DEFAULT_ACCOUNT_ID,
           isDefault: true,
           name: 'Default Account',
@@ -145,12 +161,52 @@ describe('Portfolio', () => {
 
     it('should return empty details', async () => {
       const details = await portfolio.getDetails('1d');
-      expect(details).toEqual({});
+      expect(details).toMatchObject({
+        _GF_CASH: {
+          accounts: {},
+          allocationCurrent: NaN, // TODO
+          allocationInvestment: NaN, // TODO
+          countries: [],
+          currency: 'CHF',
+          grossPerformance: 0,
+          grossPerformancePercent: 0,
+          investment: 0,
+          marketPrice: 0,
+          marketState: 'open',
+          name: 'Cash',
+          quantity: 0,
+          sectors: [],
+          symbol: '_GF_CASH',
+          transactionCount: 0,
+          type: 'Cash',
+          value: 0
+        }
+      });
     });
 
     it('should return empty details', async () => {
       const details = await portfolio.getDetails('max');
-      expect(details).toEqual({});
+      expect(details).toMatchObject({
+        _GF_CASH: {
+          accounts: {},
+          allocationCurrent: NaN, // TODO
+          allocationInvestment: NaN, // TODO
+          countries: [],
+          currency: 'CHF',
+          grossPerformance: 0,
+          grossPerformancePercent: 0,
+          investment: 0,
+          marketPrice: 0,
+          marketState: 'open',
+          name: 'Cash',
+          quantity: 0,
+          sectors: [],
+          symbol: '_GF_CASH',
+          transactionCount: 0,
+          type: 'Cash',
+          value: 0
+        }
+      });
     });
 
     it('should return zero performance for 1d', async () => {

apps/api/src/models/portfolio.ts

@@ -1,4 +1,6 @@
-import { UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { AccountService } from '@ghostfolio/api/app/account/account.service';
+import { CashDetails } from '@ghostfolio/api/app/account/interfaces/cash-details.interface';
+import { UNKNOWN_KEY, ghostfolioCashSymbol } from '@ghostfolio/common/config';
 import { getToday, getYesterday, resetHours } from '@ghostfolio/common/helper';
 import {
   PortfolioItem,
@@ -11,7 +13,7 @@ import {
 import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
 import { DateRange, OrderWithAccount } from '@ghostfolio/common/types';
-import { Prisma } from '@prisma/client';
+import { Currency, Prisma } from '@prisma/client';
 import { continents, countries } from 'countries-list';
 import {
   add,
@@ -34,7 +36,7 @@ import * as roundTo from 'round-to';
 
 import { DataProviderService } from '../services/data-provider.service';
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
-import { IOrder } from '../services/interfaces/interfaces';
+import { IOrder, MarketState, Type } from '../services/interfaces/interfaces';
 import { RulesService } from '../services/rules.service';
 import { PortfolioInterface } from './interfaces/portfolio.interface';
 import { Order } from './order';
@@ -54,6 +56,7 @@ export class Portfolio implements PortfolioInterface {
   private user: UserWithSettings;
 
   public constructor(
+    private accountService: AccountService,
     private dataProviderService: DataProviderService,
     private exchangeRateDataService: ExchangeRateDataService,
     private rulesService: RulesService
@@ -232,10 +235,14 @@ export class Portfolio implements PortfolioInterface {
 
     const [portfolioItemsNow] = await this.get(new Date());
 
-    const investment = this.getInvestment(new Date());
+    const cashDetails = await this.accountService.getCashDetails(
+      this.user.id,
+      this.user.Settings.currency
+    );
+    const investment = this.getInvestment(new Date()) + cashDetails.balance;
     const portfolioItems = this.get(new Date());
     const symbols = this.getSymbols(new Date());
-    const value = this.getValue();
+    const value = this.getValue() + cashDetails.balance;
 
     const details: { [symbol: string]: PortfolioPosition } = {};
 
@@ -372,6 +379,12 @@ export class Portfolio implements PortfolioInterface {
       };
     });
 
+    details[ghostfolioCashSymbol] = await this.getCashPosition({
+      cashDetails,
+      investment,
+      value
+    });
+
     return details;
   }
 
@@ -644,6 +657,46 @@ export class Portfolio implements PortfolioInterface {
     return this;
   }
 
+  private async getCashPosition({
+    cashDetails,
+    investment,
+    value
+  }: {
+    cashDetails: CashDetails;
+    investment: number;
+    value: number;
+  }) {
+    const accounts = {};
+    const cashValue = cashDetails.balance;
+
+    cashDetails.accounts.forEach((account) => {
+      accounts[account.name] = {
+        current: account.balance,
+        original: account.balance
+      };
+    });
+
+    return {
+      accounts,
+      allocationCurrent: cashValue / value,
+      allocationInvestment: cashValue / investment,
+      countries: [],
+      currency: Currency.CHF,
+      grossPerformance: 0,
+      grossPerformancePercent: 0,
+      investment: cashValue,
+      marketPrice: 0,
+      marketState: MarketState.open,
+      name: Type.Cash,
+      quantity: 0,
+      sectors: [],
+      symbol: ghostfolioCashSymbol,
+      type: Type.Cash,
+      transactionCount: 0,
+      value: cashValue
+    };
+  }
+
   /**
    * TODO: Refactor
    */

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

@@ -2,6 +2,7 @@ import { Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import { bool, cleanEnv, host, json, num, port, str } from 'envalid';
 
+import { environment } from '../environments/environment';
 import { Environment } from './interfaces/environment.interface';
 
 @Injectable()
@@ -16,6 +17,7 @@ export class ConfigurationService {
       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_IMPORT: bool({ default: !environment.production }),
       ENABLE_FEATURE_SOCIAL_LOGIN: bool({ default: false }),
       ENABLE_FEATURE_STATISTICS: bool({ default: false }),
       ENABLE_FEATURE_SUBSCRIPTION: bool({ default: false }),
@@ -28,6 +30,7 @@ export class ConfigurationService {
       REDIS_HOST: str({ default: 'localhost' }),
       REDIS_PORT: port({ default: 6379 }),
       ROOT_URL: str({ default: 'http://localhost:4200' }),
+      STRIPE_PUBLIC_KEY: str({ default: '' }),
       STRIPE_SECRET_KEY: str({ default: '' }),
       WEB_AUTH_RP_ID: host({ default: 'localhost' })
     });

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

@@ -7,6 +7,7 @@ export interface Environment extends CleanedEnvAccessors {
   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_IMPORT: boolean;
   ENABLE_FEATURE_SOCIAL_LOGIN: boolean;
   ENABLE_FEATURE_STATISTICS: boolean;
   ENABLE_FEATURE_SUBSCRIPTION: boolean;
@@ -19,6 +20,7 @@ export interface Environment extends CleanedEnvAccessors {
   REDIS_HOST: string;
   REDIS_PORT: number;
   ROOT_URL: string;
+  STRIPE_PUBLIC_KEY: string;
   STRIPE_SECRET_KEY: string;
   WEB_AUTH_RP_ID: string;
 }

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

@@ -10,6 +10,7 @@ export const MarketState = {
 };
 
 export const Type = {
+  Cash: 'Cash',
   Cryptocurrency: 'Cryptocurrency',
   ETF: 'ETF',
   Stock: 'Stock',

apps/client/jest.config.js

@@ -5,13 +5,7 @@ module.exports = {
   globals: {
     'ts-jest': {
       tsconfig: '<rootDir>/tsconfig.spec.json',
-      stringifyContentPathRegex: '\\.(html|svg)$',
-      astTransformers: {
-        before: [
-          'jest-preset-angular/build/InlineFilesTransformer',
-          'jest-preset-angular/build/StripStylesTransformer'
-        ]
-      }
+      stringifyContentPathRegex: '\\.(html|svg)$'
     }
   },
   coverageDirectory: '../../coverage/apps/client',
@@ -19,5 +13,6 @@ module.exports = {
     'jest-preset-angular/build/serializers/no-ng-attributes',
     'jest-preset-angular/build/serializers/ng-snapshot',
     'jest-preset-angular/build/serializers/html-comment'
-  ]
+  ],
+  transform: { '^.+\\.(ts|js|html)$': 'jest-preset-angular' }
 };

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

@@ -7,10 +7,6 @@
     .create-account-box {
       cursor: pointer;
       font-size: 90%;
-
-      .link {
-        color: rgba(var(--palette-primary-500), 1);
-      }
     }
   }
 

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

@@ -6,7 +6,11 @@ import {
   OnInit
 } from '@angular/core';
 import { NavigationEnd, PRIMARY_OUTLET, Router } from '@angular/router';
-import { primaryColorHex, secondaryColorHex } from '@ghostfolio/common/config';
+import {
+  primaryColorHex,
+  secondaryColorHex,
+  warnColorHex
+} 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';
@@ -52,10 +56,6 @@ export class AppComponent implements OnDestroy, OnInit {
   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(() => {
@@ -63,6 +63,8 @@ export class AppComponent implements OnDestroy, OnInit {
         const urlSegmentGroup = urlTree.root.children[PRIMARY_OUTLET];
         const urlSegments = urlSegmentGroup.segments;
         this.currentRoute = urlSegments[0].path;
+
+        this.info = this.dataService.fetchInfo();
       });
 
     this.userService.stateChanged
@@ -106,5 +108,6 @@ export class AppComponent implements OnDestroy, OnInit {
 
     this.materialCssVarsService.setPrimaryColor(primaryColorHex);
     this.materialCssVarsService.setAccentColor(secondaryColorHex);
+    this.materialCssVarsService.setWarnColor(warnColorHex);
   }
 }

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

@@ -15,7 +15,7 @@ import { BrowserAnimationsModule } from '@angular/platform-browser/animations';
 import { MaterialCssVarsModule } from 'angular-material-css-vars';
 import { MarkdownModule } from 'ngx-markdown';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
-import { NgxStripeModule } from 'ngx-stripe';
+import { NgxStripeModule, STRIPE_PUBLISHABLE_KEY } from 'ngx-stripe';
 
 import { environment } from '../environments/environment';
 import { CustomDateAdapter } from './adapter/custom-date-adapter';
@@ -27,6 +27,10 @@ import { authInterceptorProviders } from './core/auth.interceptor';
 import { httpResponseInterceptorProviders } from './core/http-response.interceptor';
 import { LanguageService } from './core/language.service';
 
+export function NgxStripeFactory(): string {
+  return environment.stripePublicKey;
+}
+
 @NgModule({
   declarations: [AppComponent],
   imports: [
@@ -57,7 +61,11 @@ import { LanguageService } from './core/language.service';
       useClass: CustomDateAdapter,
       deps: [LanguageService, MAT_DATE_LOCALE, Platform]
     },
-    { provide: MAT_DATE_FORMATS, useValue: DateFormats }
+    { provide: MAT_DATE_FORMATS, useValue: DateFormats },
+    {
+      provide: STRIPE_PUBLISHABLE_KEY,
+      useFactory: NgxStripeFactory
+    }
   ],
   bootstrap: [AppComponent]
 })

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

@@ -26,6 +26,27 @@
     </td>
   </ng-container>
 
+  <ng-container matColumnDef="transactions">
+    <th *matHeaderCellDef class="text-right" i18n mat-header-cell>
+      Transactions
+    </th>
+    <td *matCellDef="let element" class="text-right" mat-cell>
+      {{ element.Order?.length }}
+    </td>
+  </ng-container>
+
+  <ng-container matColumnDef="balance">
+    <th *matHeaderCellDef class="text-right" i18n mat-header-cell>Balance</th>
+    <td *matCellDef="let element" class="text-right" mat-cell>
+      <gf-value
+        class="d-inline-block justify-content-end"
+        [currency]="element.currency"
+        [locale]="locale"
+        [value]="element.balance"
+      ></gf-value>
+    </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>
@@ -53,15 +74,6 @@
     </td>
   </ng-container>
 
-  <ng-container matColumnDef="transactions">
-    <th *matHeaderCellDef class="text-right" i18n mat-header-cell>
-      Transactions
-    </th>
-    <td *matCellDef="let element" class="text-right" 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>

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

@@ -28,7 +28,8 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
   @Output() accountDeleted = new EventEmitter<string>();
   @Output() accountToUpdate = new EventEmitter<AccountModel>();
 
-  public dataSource: MatTableDataSource<AccountModel> = new MatTableDataSource();
+  public dataSource: MatTableDataSource<AccountModel> =
+    new MatTableDataSource();
   public displayedColumns = [];
   public isLoading = true;
   public routeQueryParams: Subscription;
@@ -40,7 +41,7 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
   public ngOnInit() {}
 
   public ngOnChanges() {
-    this.displayedColumns = ['account', 'platform', 'transactions'];
+    this.displayedColumns = ['account', 'platform', 'transactions', 'balance'];
 
     if (this.showActions) {
       this.displayedColumns.push('actions');

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

@@ -5,10 +5,7 @@
   z-index: 999;
 
   .mat-toolbar {
-    background-color: rgba(
-      var(--light-primary-text),
-      var(--palette-foreground-disabled-alpha)
-    );
+    background-color: rgba(var(--light-disabled-text));
 
     .spacer {
       flex: 1 1 auto;
@@ -28,11 +25,6 @@
 
 :host-context(.is-dark-theme) {
   .mat-toolbar {
-    background-color: rgba(
-      39,
-      39,
-      39,
-      var(--palette-foreground-disabled-alpha)
-    );
+    background-color: rgba(39, 39, 39, $alpha-disabled-text);
   }
 }

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

@@ -51,6 +51,7 @@ export class HeaderComponent implements OnChanges {
   ) {
     this.impersonationStorageService
       .onChangeHasImpersonation()
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((id) => {
         this.impersonationId = id;
       });
@@ -98,23 +99,26 @@ export class HeaderComponent implements OnChanges {
       width: '30rem'
     });
 
-    dialogRef.afterClosed().subscribe((data) => {
-      if (data?.accessToken) {
-        this.dataService
-          .loginAnonymous(data?.accessToken)
-          .pipe(
-            catchError(() => {
-              alert('Oops! Incorrect Security Token.');
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data) => {
+        if (data?.accessToken) {
+          this.dataService
+            .loginAnonymous(data?.accessToken)
+            .pipe(
+              catchError(() => {
+                alert('Oops! Incorrect Security Token.');
 
-              return EMPTY;
-            }),
-            takeUntil(this.unsubscribeSubject)
-          )
-          .subscribe(({ authToken }) => {
-            this.setToken(authToken);
-          });
-      }
-    });
+                return EMPTY;
+              }),
+              takeUntil(this.unsubscribeSubject)
+            )
+            .subscribe(({ authToken }) => {
+              this.setToken(authToken);
+            });
+        }
+      });
   }
 
   public setToken(aToken: string) {
@@ -125,4 +129,9 @@ export class HeaderComponent implements OnChanges {
 
     this.router.navigate(['/']);
   }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
 }

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

@@ -5,8 +5,8 @@ import { MatMenuModule } from '@angular/material/menu';
 import { MatToolbarModule } from '@angular/material/toolbar';
 import { RouterModule } from '@angular/router';
 import { LoginWithAccessTokenDialogModule } from '@ghostfolio/client/components/login-with-access-token-dialog/login-with-access-token-dialog.module';
+import { GfLogoModule } from '@ghostfolio/client/components/logo/logo.module';
 
-import { GfLogoModule } from '../logo/logo.module';
 import { HeaderComponent } from './header.component';
 
 @NgModule({

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

@@ -2,6 +2,7 @@ import 'chartjs-adapter-date-fns';
 
 import {
   ChangeDetectionStrategy,
+  ChangeDetectorRef,
   Component,
   Input,
   OnChanges,
@@ -44,7 +45,7 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
   public chart: Chart;
   public isLoading = true;
 
-  public constructor() {
+  public constructor(private changeDetectorRef: ChangeDetectorRef) {
     Chart.register(
       Filler,
       LineController,
@@ -59,7 +60,12 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
 
   public ngOnChanges() {
     if (this.historicalDataItems) {
-      this.initialize();
+      setTimeout(() => {
+        // Wait for the chartCanvas
+        this.initialize();
+
+        this.changeDetectorRef.markForCheck();
+      });
     }
   }
 
@@ -79,8 +85,6 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
       marketPrices.push(historicalDataItem.value);
     });
 
-    const canvas = document.getElementById('chartCanvas');
-
     const gradient = this.chartCanvas?.nativeElement
       ?.getContext('2d')
       .createLinearGradient(
@@ -89,11 +93,14 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
         0,
         (this.chartCanvas.nativeElement.parentNode.offsetHeight * 4) / 5
       );
-    gradient.addColorStop(
-      0,
-      `rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.01)`
-    );
-    gradient.addColorStop(1, getBackgroundColor());
+
+    if (gradient) {
+      gradient.addColorStop(
+        0,
+        `rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.01)`
+      );
+      gradient.addColorStop(1, getBackgroundColor());
+    }
 
     const data = {
       labels,

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

@@ -1,4 +1,4 @@
 <span class="align-items-center d-flex"
   ><span class="d-inline-block logo mr-1"></span>
-  <span class="name">Ghostfolio</span></span
+  <span *ngIf="!hideName" class="name">Ghostfolio</span></span
 >

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

@@ -14,10 +14,12 @@ import {
 })
 export class LogoComponent implements OnInit {
   @HostBinding('class') @Input() size: 'large' | 'medium';
+  @Input() hideName: boolean;
 
   public constructor() {}
 
   public ngOnInit() {
-    this.size = this.size || 'medium';
+    this.hideName = this.hideName ?? false;
+    this.size = this.size ?? 'medium';
   }
 }

apps/client/src/app/components/no-transactions-info/no-transactions-info.component.html

@@ -1,9 +1,13 @@
-<a
-  class="align-items-center justify-content-center"
-  color="primary"
-  [routerLink]="['/transactions']"
-  mat-button
->
-  <ion-icon class="mr-1" name="time-outline" size="large"></ion-icon>
-  <span i18n>Time to add your first transaction.</span>
-</a>
+<div class="p-3">
+  <div class="d-flex justify-content-center mb-1">
+    <gf-logo size="large" [hideName]="true"></gf-logo>
+  </div>
+  <a
+    class="align-items-center justify-content-center"
+    color="primary"
+    [routerLink]="['/transactions']"
+    mat-button
+  >
+    <span i18n>Time to add your first transaction.</span>
+  </a>
+</div>

apps/client/src/app/components/no-transactions-info/no-transactions-info.component.scss

@@ -1,3 +1,13 @@
 :host {
+  border: 1px solid rgba(var(--dark-dividers));
+  border-radius: 0.25rem;
   display: block;
+
+  gf-logo {
+    opacity: 0.25;
+  }
+}
+
+:host-context(.is-dark-theme) {
+  border-color: rgba(var(--light-dividers));
 }

apps/client/src/app/components/no-transactions-info/no-transactions-info.module.ts

@@ -2,13 +2,14 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { RouterModule } from '@angular/router';
+import { GfLogoModule } from '@ghostfolio/client/components/logo/logo.module';
 
 import { NoTransactionsInfoComponent } from './no-transactions-info.component';
 
 @NgModule({
   declarations: [NoTransactionsInfoComponent],
   exports: [NoTransactionsInfoComponent],
-  imports: [CommonModule, MatButtonModule, RouterModule],
+  imports: [CommonModule, GfLogoModule, MatButtonModule, RouterModule],
   providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })

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

@@ -7,6 +7,8 @@ import {
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { isToday, parse } from 'date-fns';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
 
 import { LineChartItem } from '../line-chart/interfaces/line-chart.interface';
 import { PositionDetailDialogParams } from './interfaces/interfaces';
@@ -27,6 +29,8 @@ export class PerformanceChartDialog {
   public historicalDataItems: LineChartItem[];
   public title: string;
 
+  private unsubscribeSubject = new Subject<void>();
+
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
@@ -35,6 +39,7 @@ export class PerformanceChartDialog {
   ) {
     this.dataService
       .fetchPositionDetail(this.benchmarkSymbol)
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ currency, firstBuyDate, historicalData, marketPrice }) => {
         this.benchmarkDataItems = [];
         this.currency = currency;
@@ -84,4 +89,9 @@ export class PerformanceChartDialog {
   public onClose(): void {
     this.dialogRef.close();
   }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
 }

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

@@ -1,4 +1,18 @@
 <div class="container p-0">
+  <div class="row px-3 py-1">
+    <div class="d-flex flex-grow-1" i18n>Cash</div>
+    <div class="d-flex justify-content-end">
+      <gf-value
+        class="justify-content-end"
+        [currency]="baseCurrency"
+        [locale]="locale"
+        [value]="isLoading ? undefined : overview?.cash"
+      ></gf-value>
+    </div>
+  </div>
+  <div class="row">
+    <div class="col"><hr /></div>
+  </div>
   <div class="row px-3 py-1">
     <div class="d-flex flex-grow-1" i18n>Buy</div>
     <div class="d-flex justify-content-end">

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

@@ -8,7 +8,7 @@ import {
   ViewChild
 } from '@angular/core';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
-import { getCssVariable, getTextColor } from '@ghostfolio/common/helper';
+import { getTextColor } from '@ghostfolio/common/helper';
 import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { Currency } from '@prisma/client';
 import { Tooltip } from 'chart.js';
@@ -43,9 +43,7 @@ export class PortfolioProportionChartComponent
   private colorMap: {
     [symbol: string]: string;
   } = {
-    [UNKNOWN_KEY]: `rgba(${getTextColor()}, ${getCssVariable(
-      '--palette-foreground-divider-alpha'
-    )})`
+    [UNKNOWN_KEY]: `rgba(${getTextColor()}, 0.12)`
   };
 
   public constructor() {

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

@@ -2,11 +2,14 @@ import {
   ChangeDetectionStrategy,
   ChangeDetectorRef,
   Component,
-  Inject
+  Inject,
+  OnDestroy
 } from '@angular/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { format, isSameMonth, isToday, parseISO } from 'date-fns';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
 
 import { LineChartItem } from '../../line-chart/interfaces/line-chart.interface';
 import { PositionDetailDialogParams } from './interfaces/interfaces';
@@ -18,7 +21,7 @@ import { PositionDetailDialogParams } from './interfaces/interfaces';
   templateUrl: 'position-detail-dialog.html',
   styleUrls: ['./position-detail-dialog.component.scss']
 })
-export class PositionDetailDialog {
+export class PositionDetailDialog implements OnDestroy {
   public averagePrice: number;
   public benchmarkDataItems: LineChartItem[];
   public currency: string;
@@ -33,6 +36,8 @@ export class PositionDetailDialog {
   public quantity: number;
   public transactionCount: number;
 
+  private unsubscribeSubject = new Subject<void>();
+
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
@@ -41,6 +46,7 @@ export class PositionDetailDialog {
   ) {
     this.dataService
       .fetchPositionDetail(data.symbol)
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(
         ({
           averagePrice,
@@ -135,4 +141,9 @@ export class PositionDetailDialog {
   public onClose(): void {
     this.dialogRef.close();
   }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
 }

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

@@ -72,8 +72,11 @@ export class PositionComponent implements OnDestroy, OnInit {
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
-    dialogRef.afterClosed().subscribe(() => {
-      this.router.navigate(['.'], { relativeTo: this.route });
-    });
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
   }
 }

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

@@ -82,7 +82,13 @@
   <tr
     *matRowDef="let row; columns: displayedColumns"
     mat-row
-    (click)="onOpenPositionDialog({ symbol: row.symbol, title: row.name })"
+    [ngClass]="{
+      'cursor-pointer': !this.ignoreTypes.includes(row.type)
+    }"
+    (click)="
+      !this.ignoreTypes.includes(row.type) &&
+        onOpenPositionDialog({ symbol: row.symbol, title: row.name })
+    "
   ></tr>
 </table>
 

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

@@ -19,7 +19,9 @@
     }
 
     .mat-row {
-      cursor: pointer;
+      &.cursor-pointer {
+        cursor: pointer;
+      }
     }
   }
 }

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

@@ -4,6 +4,7 @@ import {
   EventEmitter,
   Input,
   OnChanges,
+  OnDestroy,
   OnInit,
   Output,
   ViewChild
@@ -13,6 +14,7 @@ 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 { Type } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { Order as OrderModel } from '@prisma/client';
 import { Subject, Subscription } from 'rxjs';
@@ -26,7 +28,7 @@ import { PositionDetailDialog } from '../position/position-detail-dialog/positio
   templateUrl: './positions-table.component.html',
   styleUrls: ['./positions-table.component.scss']
 })
-export class PositionsTableComponent implements OnChanges, OnInit {
+export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
   @Input() baseCurrency: string;
   @Input() deviceType: string;
   @Input() locale: string;
@@ -38,8 +40,10 @@ export class PositionsTableComponent implements OnChanges, OnInit {
   @ViewChild(MatPaginator) paginator: MatPaginator;
   @ViewChild(MatSort) sort: MatSort;
 
-  public dataSource: MatTableDataSource<PortfolioPosition> = new MatTableDataSource();
+  public dataSource: MatTableDataSource<PortfolioPosition> =
+    new MatTableDataSource();
   public displayedColumns = [];
+  public ignoreTypes = [Type.Cash];
   public isLoading = true;
   public pageSize = 7;
   public routeQueryParams: Subscription;
@@ -133,9 +137,12 @@ export class PositionsTableComponent implements OnChanges, OnInit {
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
-    dialogRef.afterClosed().subscribe(() => {
-      this.router.navigate(['.'], { relativeTo: this.route });
-    });
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
   }
 
   public ngOnDestroy() {

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

@@ -1,12 +1,11 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
 :host {
   display: block;
 
   gf-position {
     &:nth-child(even) {
-      background-color: rgba(
-        var(--dark-primary-text),
-        var(--palette-background-hover-alpha)
-      );
+      background-color: rgba(0, 0, 0, $alpha-hover);
     }
   }
 }
@@ -14,10 +13,7 @@
 :host-context(.is-dark-theme) {
   gf-position {
     &:nth-child(even) {
-      background-color: rgba(
-        var(--light-primary-text),
-        var(--palette-background-hover-alpha)
-      );
+      background-color: rgba(255, 255, 255, $alpha-hover);
     }
   }
 }

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

@@ -5,7 +5,10 @@ import {
   OnChanges,
   OnInit
 } from '@angular/core';
-import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
+import {
+  MarketState,
+  Type
+} from '@ghostfolio/api/services/interfaces/interfaces';
 import { PortfolioPosition } from '@ghostfolio/common/interfaces/portfolio-position.interface';
 
 @Component({
@@ -25,6 +28,8 @@ export class PositionsComponent implements OnChanges, OnInit {
   public positionsRest: PortfolioPosition[] = [];
   public positionsWithPriority: PortfolioPosition[] = [];
 
+  private ignoreTypes = [Type.Cash];
+
   public constructor() {}
 
   public ngOnInit() {}
@@ -41,6 +46,10 @@ export class PositionsComponent implements OnChanges, OnInit {
       this.positionsWithPriority = [];
 
       for (const [, portfolioPosition] of Object.entries(this.positions)) {
+        if (this.ignoreTypes.includes(portfolioPosition.type)) {
+          continue;
+        }
+
         if (
           portfolioPosition.marketState === MarketState.open ||
           this.range !== '1d'

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

@@ -7,10 +7,7 @@
     padding: 0.15rem 0.75rem;
 
     &.mat-radio-checked {
-      background-color: rgba(
-        var(--dark-primary-text),
-        var(--palette-foreground-divider-alpha)
-      );
+      background-color: rgba(var(--dark-dividers));
     }
 
     ::ng-deep {
@@ -33,15 +30,8 @@
 :host-context(.is-dark-theme) {
   .mat-radio-button {
     &.mat-radio-checked {
-      background-color: rgba(
-        var(--light-primary-text),
-        var(--palette-foreground-divider-alpha)
-      );
-      border: 1px solid
-        rgba(
-          var(--light-primary-text),
-          var(--palette-foreground-disabled-button-alpha)
-        );
+      background-color: rgba(var(--light-dividers));
+      border: 1px solid rgba(var(--light-disabled-text));
     }
 
     ::ng-deep {

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

@@ -202,17 +202,45 @@
   </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>
+    <th *matHeaderCellDef class="px-1 text-center" mat-header-cell>
       <button
         class="mx-1 no-min-width px-2"
         mat-button
-        [matMenuTriggerFor]="accountMenu"
+        [matMenuTriggerFor]="transactionsMenu"
         (click)="$event.stopPropagation()"
       >
         <ion-icon name="ellipsis-vertical"></ion-icon>
       </button>
-      <mat-menu #accountMenu="matMenu" xPosition="before">
+      <mat-menu #transactionsMenu="matMenu" xPosition="before">
+        <button
+          *ngIf="hasPermissionToImportOrders"
+          class="align-items-center d-flex"
+          mat-menu-item
+          (click)="onImport()"
+        >
+          <ion-icon class="mr-2" name="cloud-upload-outline"></ion-icon>
+          <span i18n>Import</span>
+        </button>
+        <button
+          class="align-items-center d-flex"
+          mat-menu-item
+          (click)="onExport()"
+        >
+          <ion-icon class="mr-2" name="cloud-download-outline"></ion-icon>
+          <span i18n>Export</span>
+        </button>
+      </mat-menu>
+    </th>
+    <td *matCellDef="let element" class="px-1 text-center" mat-cell>
+      <button
+        class="mx-1 no-min-width px-2"
+        mat-button
+        [matMenuTriggerFor]="transactionMenu"
+        (click)="$event.stopPropagation()"
+      >
+        <ion-icon name="ellipsis-vertical"></ion-icon>
+      </button>
+      <mat-menu #transactionMenu="matMenu" xPosition="before">
         <button i18n mat-menu-item (click)="onUpdateTransaction(element)">
           Edit
         </button>

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

@@ -27,7 +27,7 @@
       cursor: pointer;
 
       .type-badge {
-        background-color: rgba(var(--dark-primary-text), 0.05);
+        background-color: rgba(var(--palette-foreground-text), 0.05);
         border-radius: 1rem;
         line-height: 1em;
 
@@ -54,7 +54,10 @@
 
   .mat-table {
     .type-badge {
-      background-color: rgba(var(--light-primary-text), 0.1);
+      background-color: rgba(
+        var(--palette-foreground-text-dark),
+        0.1
+      ) !important;
     }
   }
 }

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

@@ -43,10 +43,13 @@ export class TransactionsTableComponent
 {
   @Input() baseCurrency: string;
   @Input() deviceType: string;
+  @Input() hasPermissionToImportOrders: boolean;
   @Input() locale: string;
   @Input() showActions: boolean;
   @Input() transactions: OrderWithAccount[];
 
+  @Output() export = new EventEmitter<void>();
+  @Output() import = new EventEmitter<void>();
   @Output() transactionDeleted = new EventEmitter<string>();
   @Output() transactionToClone = new EventEmitter<OrderWithAccount>();
   @Output() transactionToUpdate = new EventEmitter<OrderWithAccount>();
@@ -89,18 +92,20 @@ export class TransactionsTableComponent
         }
       });
 
-    this.searchControl.valueChanges.subscribe((keyword) => {
-      if (keyword) {
-        const filterValue = keyword.toLowerCase();
-        this.filters$.next(
-          this.allFilters.filter(
-            (filter) => filter.toLowerCase().indexOf(filterValue) === 0
-          )
-        );
-      } else {
-        this.filters$.next(this.allFilters);
-      }
-    });
+    this.searchControl.valueChanges
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((keyword) => {
+        if (keyword) {
+          const filterValue = keyword.toLowerCase();
+          this.filters$.next(
+            this.allFilters.filter(
+              (filter) => filter.toLowerCase().indexOf(filterValue) === 0
+            )
+          );
+        } else {
+          this.filters$.next(this.allFilters);
+        }
+      });
   }
 
   public addKeyword({ input, value }: MatChipInputEvent): void {
@@ -183,6 +188,14 @@ export class TransactionsTableComponent
     }
   }
 
+  public onExport() {
+    this.export.emit();
+  }
+
+  public onImport() {
+    this.import.emit();
+  }
+
   public onOpenPositionDialog({
     symbol,
     title
@@ -223,9 +236,12 @@ export class TransactionsTableComponent
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
-    dialogRef.afterClosed().subscribe(() => {
-      this.router.navigate(['.'], { relativeTo: this.route });
-    });
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
   }
 
   public ngOnDestroy() {

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

@@ -1,4 +1,4 @@
-import { ChangeDetectorRef, Component, OnInit } from '@angular/core';
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { baseCurrency } from '@ghostfolio/common/config';
@@ -15,7 +15,7 @@ import { environment } from '../../../environments/environment';
   templateUrl: './about-page.html',
   styleUrls: ['./about-page.scss']
 })
-export class AboutPageComponent implements OnInit {
+export class AboutPageComponent implements OnDestroy, OnInit {
   public baseCurrency = baseCurrency;
   public hasPermissionForStatistics: boolean;
   public isLoggedIn: boolean;
@@ -39,18 +39,13 @@ export class AboutPageComponent implements OnInit {
    * Initializes the controller
    */
   public ngOnInit() {
-    this.dataService
-      .fetchInfo()
-      .subscribe(({ globalPermissions, statistics }) => {
-        this.hasPermissionForStatistics = hasPermission(
-          globalPermissions,
-          permissions.enableStatistics
-        );
+    const { globalPermissions, statistics } = this.dataService.fetchInfo();
+    this.hasPermissionForStatistics = hasPermission(
+      globalPermissions,
+      permissions.enableStatistics
+    );
 
-        this.statistics = statistics;
-
-        this.changeDetectorRef.markForCheck();
-      });
+    this.statistics = statistics;
 
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))

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

@@ -5,11 +5,18 @@
       <mat-card>
         <mat-card-content>
           <p>
-            <strong>Ghostfolio</strong> is open source software which empowers
-            busy folks to have a sharp look of their financial assets and to
-            make solid, data-driven investment decisions by evaluating automated
-            static portfolio analysis rules. The project has been initiated by
-            <a href="https://dotsilver.ch">Thomas Kaul</a>.
+            <strong>Ghostfolio</strong> is a lightweight wealth management
+            application for individuals to keep track of their wealth like
+            stocks, ETFs or cryptocurrencies and make solid, data-driven
+            investment decisions. The source code is fully available as open
+            source software (OSS). The project has been initiated by
+            <a href="https://dotsilver.ch">Thomas Kaul</a> and is driven by the
+            efforts of its
+            <a
+              href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
+              title="Contributors to Ghostfolio"
+              >contributors</a
+            >.
             <ng-container *ngIf="lastPublish">
               This instance is running Ghostfolio {{ version }} and has been
               last published on {{ lastPublish }}.</ng-container

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

@@ -12,7 +12,7 @@ import {
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { WebAuthnService } from '@ghostfolio/client/services/web-authn.service';
-import { baseCurrency, DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
+import { DEFAULT_DATE_FORMAT, baseCurrency } from '@ghostfolio/common/config';
 import { Access, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Currency } from '@prisma/client';
@@ -54,24 +54,19 @@ export class AccountPageComponent implements OnDestroy, OnInit {
     private userService: UserService,
     public webAuthnService: WebAuthnService
   ) {
-    this.dataService
-      .fetchInfo()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ currencies, globalPermissions, subscriptions }) => {
-        this.coupon = subscriptions?.[0]?.coupon;
-        this.couponId = subscriptions?.[0]?.couponId;
-        this.currencies = currencies;
+    const { currencies, globalPermissions, subscriptions } =
+      this.dataService.fetchInfo();
+    this.coupon = subscriptions?.[0]?.coupon;
+    this.couponId = subscriptions?.[0]?.couponId;
+    this.currencies = currencies;
 
-        this.hasPermissionForSubscription = hasPermission(
-          globalPermissions,
-          permissions.enableSubscription
-        );
+    this.hasPermissionForSubscription = hasPermission(
+      globalPermissions,
+      permissions.enableSubscription
+    );
 
-        this.price = subscriptions?.[0]?.price;
-        this.priceId = subscriptions?.[0]?.priceId;
-
-        this.changeDetectorRef.markForCheck();
-      });
+    this.price = subscriptions?.[0]?.price;
+    this.priceId = subscriptions?.[0]?.priceId;
 
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -166,6 +161,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
     this.webAuthnService
       .deregister()
       .pipe(
+        takeUntil(this.unsubscribeSubject),
         catchError(() => {
           this.update();
 
@@ -181,6 +177,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
     this.webAuthnService
       .register()
       .pipe(
+        takeUntil(this.unsubscribeSubject),
         catchError(() => {
           this.update();
 

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

@@ -16,14 +16,19 @@
             <div class="w-50" i18n>Membership</div>
             <div class="w-50">
               <div class="align-items-center d-flex mb-1">
-                {{ user.subscription.type }}
+                {{ user?.subscription?.type }}
+                <ion-icon
+                  *ngIf="user?.subscription?.type === 'Premium'"
+                  class="ml-1 text-muted"
+                  name="diamond-outline"
+                ></ion-icon>
               </div>
-              <div *ngIf="user.subscription.expiresAt">
-                Valid until {{ user.subscription.expiresAt | date:
+              <div *ngIf="user?.subscription?.expiresAt">
+                Valid until {{ user?.subscription?.expiresAt | date:
                 defaultDateFormat }}
               </div>
               <div
-                *ngIf="hasPermissionForSubscription && !user.subscription.expiresAt"
+                *ngIf="hasPermissionForSubscription && !user?.subscription?.expiresAt"
               >
                 <button
                   color="primary"
@@ -46,45 +51,54 @@
             </div>
           </div>
           <div class="d-flex mt-4 py-1">
-            <div class="pt-4 w-50" i18n>Settings</div>
-            <div class="w-50">
-              <form #changeUserSettingsForm="ngForm">
-                <mat-form-field appearance="outline" class="mb-3 w-100">
-                  <mat-label i18n>Base Currency</mat-label>
-                  <mat-select
-                    name="baseCurrency"
-                    [disabled]="!hasPermissionToUpdateUserSettings"
-                    [value]="user.settings.baseCurrency"
-                    (selectionChange)="onChangeUserSettings('baseCurrency', $event.value)"
-                  >
-                    <mat-option
-                      *ngFor="let currency of currencies"
-                      [value]="currency"
-                      >{{ currency }}</mat-option
-                    >
-                  </mat-select>
-                </mat-form-field>
-                <div class="align-items-center d-flex overflow-hidden">
-                  <mat-form-field appearance="outline" class="flex-grow-1">
-                    <mat-label i18n>View Mode</mat-label>
+            <form #changeUserSettingsForm="ngForm" class="w-100">
+              <div class="d-flex mb-2">
+                <div class="align-items-center d-flex pt-1 w-50" i18n>
+                  Base Currency
+                </div>
+                <div class="w-50">
+                  <mat-form-field appearance="outline" class="w-100">
                     <mat-select
-                      name="viewMode"
-                      [disabled]="!hasPermissionToUpdateViewMode"
-                      [value]="user.settings.viewMode"
-                      (selectionChange)="onChangeUserSettings('viewMode', $event.value)"
+                      name="baseCurrency"
+                      [disabled]="!hasPermissionToUpdateUserSettings"
+                      [value]="user.settings.baseCurrency"
+                      (selectionChange)="onChangeUserSettings('baseCurrency', $event.value)"
                     >
-                      <mat-option value="DEFAULT">Default</mat-option>
-                      <mat-option value="ZEN">Zen</mat-option>
+                      <mat-option
+                        *ngFor="let currency of currencies"
+                        [value]="currency"
+                        >{{ currency }}</mat-option
+                      >
                     </mat-select>
                   </mat-form-field>
+                </div>
+              </div>
+              <div class="d-flex">
+                <div class="align-items-center d-flex pt-1 w-50" i18n>
+                  View Mode
                   <ion-icon
                     *ngIf="!hasPermissionToUpdateViewMode"
-                    class="h5 mb-0 mx-3 text-muted"
+                    class="mx-1 text-muted"
                     name="diamond-outline"
                   ></ion-icon>
                 </div>
-              </form>
-            </div>
+                <div class="w-50">
+                  <div class="align-items-center d-flex overflow-hidden">
+                    <mat-form-field appearance="outline" class="w-100">
+                      <mat-select
+                        name="viewMode"
+                        [disabled]="!hasPermissionToUpdateViewMode"
+                        [value]="user.settings.viewMode"
+                        (selectionChange)="onChangeUserSettings('viewMode', $event.value)"
+                      >
+                        <mat-option value="DEFAULT">Default</mat-option>
+                        <mat-option value="ZEN">Zen</mat-option>
+                      </mat-select>
+                    </mat-form-field>
+                  </div>
+                </div>
+              </div>
+            </form>
           </div>
           <div class="align-items-center d-flex mt-4 py-1">
             <div class="w-50" i18n>Sign in with fingerprint</div>

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

@@ -1,4 +1,4 @@
-import { ChangeDetectorRef, Component, OnInit } from '@angular/core';
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { ActivatedRoute, Router } from '@angular/router';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
@@ -20,7 +20,7 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog/c
   templateUrl: './accounts-page.html',
   styleUrls: ['./accounts-page.scss']
 })
-export class AccountsPageComponent implements OnInit {
+export class AccountsPageComponent implements OnDestroy, OnInit {
   public accounts: AccountModel[];
   public deviceType: string;
   public hasImpersonationId: boolean;
@@ -71,6 +71,7 @@ export class AccountsPageComponent implements OnInit {
 
     this.impersonationStorageService
       .onChangeHasImpersonation()
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((aId) => {
         this.hasImpersonationId = !!aId;
       });
@@ -98,23 +99,29 @@ export class AccountsPageComponent implements OnInit {
   }
 
   public fetchAccounts() {
-    this.dataService.fetchAccounts().subscribe((response) => {
-      this.accounts = response;
+    this.dataService
+      .fetchAccounts()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((response) => {
+        this.accounts = response;
 
-      if (this.accounts?.length <= 0) {
-        this.router.navigate([], { queryParams: { createDialog: true } });
-      }
+        if (this.accounts?.length <= 0) {
+          this.router.navigate([], { queryParams: { createDialog: true } });
+        }
 
-      this.changeDetectorRef.markForCheck();
-    });
+        this.changeDetectorRef.markForCheck();
+      });
   }
 
   public onDeleteAccount(aId: string) {
-    this.dataService.deleteAccount(aId).subscribe({
-      next: () => {
-        this.fetchAccounts();
-      }
-    });
+    this.dataService
+      .deleteAccount(aId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe({
+        next: () => {
+          this.fetchAccounts();
+        }
+      });
   }
 
   public onUpdateAccount(aAccount: AccountModel) {
@@ -125,6 +132,8 @@ export class AccountsPageComponent implements OnInit {
 
   public openUpdateAccountDialog({
     accountType,
+    balance,
+    currency,
     id,
     name,
     platformId
@@ -133,6 +142,8 @@ export class AccountsPageComponent implements OnInit {
       data: {
         account: {
           accountType,
+          balance,
+          currency,
           id,
           name,
           platformId
@@ -142,19 +153,25 @@ export class AccountsPageComponent implements OnInit {
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
-    dialogRef.afterClosed().subscribe((data: any) => {
-      const account: UpdateAccountDto = data?.account;
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data: any) => {
+        const account: UpdateAccountDto = data?.account;
 
-      if (account) {
-        this.dataService.putAccount(account).subscribe({
-          next: () => {
-            this.fetchAccounts();
-          }
-        });
-      }
+        if (account) {
+          this.dataService
+            .putAccount(account)
+            .pipe(takeUntil(this.unsubscribeSubject))
+            .subscribe({
+              next: () => {
+                this.fetchAccounts();
+              }
+            });
+        }
 
-      this.router.navigate(['.'], { relativeTo: this.route });
-    });
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
   }
 
   public ngOnDestroy() {
@@ -167,6 +184,8 @@ export class AccountsPageComponent implements OnInit {
       data: {
         account: {
           accountType: AccountType.SECURITIES,
+          balance: 0,
+          currency: this.user?.settings?.baseCurrency,
           name: null,
           platformId: null
         }
@@ -175,18 +194,24 @@ export class AccountsPageComponent implements OnInit {
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
-    dialogRef.afterClosed().subscribe((data: any) => {
-      const account: CreateAccountDto = data?.account;
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data: any) => {
+        const account: CreateAccountDto = data?.account;
 
-      if (account) {
-        this.dataService.postAccount(account).subscribe({
-          next: () => {
-            this.fetchAccounts();
-          }
-        });
-      }
+        if (account) {
+          this.dataService
+            .postAccount(account)
+            .pipe(takeUntil(this.unsubscribeSubject))
+            .subscribe({
+              next: () => {
+                this.fetchAccounts();
+              }
+            });
+        }
 
-      this.router.navigate(['.'], { relativeTo: this.route });
-    });
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
   }
 }

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

@@ -1,4 +1,10 @@
-import { ChangeDetectionStrategy, Component, Inject } from '@angular/core';
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  Inject,
+  OnDestroy
+} from '@angular/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { Currency } from '@prisma/client';
 import { Subject } from 'rxjs';
@@ -13,23 +19,24 @@ import { CreateOrUpdateAccountDialogParams } from './interfaces/interfaces';
   styleUrls: ['./create-or-update-account-dialog.scss'],
   templateUrl: 'create-or-update-account-dialog.html'
 })
-export class CreateOrUpdateAccountDialog {
+export class CreateOrUpdateAccountDialog implements OnDestroy {
   public currencies: Currency[] = [];
   public platforms: { id: string; name: string }[];
 
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
+    private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
     public dialogRef: MatDialogRef<CreateOrUpdateAccountDialog>,
     @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateAccountDialogParams
   ) {}
 
   ngOnInit() {
-    this.dataService.fetchInfo().subscribe(({ currencies, platforms }) => {
-      this.currencies = currencies;
-      this.platforms = platforms;
-    });
+    const { currencies, platforms } = this.dataService.fetchInfo();
+
+    this.currencies = currencies;
+    this.platforms = platforms;
   }
 
   public onCancel(): void {

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

@@ -8,14 +8,37 @@
         <input matInput name="name" required [(ngModel)]="data.account.name" />
       </mat-form-field>
     </div>
-    <div class="d-none">
+    <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Type</mat-label>
         <mat-select name="type" required [(value)]="data.account.accountType">
-          <mat-option value="SECURITIES" i18n> SECURITIES </mat-option>
+          <mat-option value="CASH" i18n>Cash</mat-option>
+          <mat-option value="SECURITIES" i18n>Securities</mat-option>
         </mat-select>
       </mat-form-field>
     </div>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Currency</mat-label>
+        <mat-select name="currency" required [(value)]="data.account.currency">
+          <mat-option *ngFor="let currency of currencies" [value]="currency"
+            >{{ currency }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Balance</mat-label>
+        <input
+          matInput
+          name="balance"
+          required
+          type="number"
+          [(ngModel)]="data.account.balance"
+        />
+      </mat-form-field>
+    </div>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Platform</mat-label>

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

@@ -1,4 +1,4 @@
-import { ChangeDetectorRef, Component, OnInit } from '@angular/core';
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { CacheService } from '@ghostfolio/client/services/cache.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
@@ -19,7 +19,7 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './admin-page.html',
   styleUrls: ['./admin-page.scss']
 })
-export class AdminPageComponent implements OnInit {
+export class AdminPageComponent implements OnDestroy, OnInit {
   public dataGatheringInProgress: boolean;
   public defaultDateFormat = DEFAULT_DATE_FORMAT;
   public exchangeRates: { label1: string; label2: string; value: number }[];
@@ -58,11 +58,14 @@ export class AdminPageComponent implements OnInit {
   }
 
   public onFlushCache() {
-    this.cacheService.flush().subscribe(() => {
-      setTimeout(() => {
-        window.location.reload();
-      }, 300);
-    });
+    this.cacheService
+      .flush()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        setTimeout(() => {
+          window.location.reload();
+        }, 300);
+      });
   }
 
   public onGatherMax() {
@@ -71,11 +74,14 @@ export class AdminPageComponent implements OnInit {
     );
 
     if (confirmation === true) {
-      this.adminService.gatherMax().subscribe(() => {
-        setTimeout(() => {
-          window.location.reload();
-        }, 300);
-      });
+      this.adminService
+        .gatherMax()
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(() => {
+          setTimeout(() => {
+            window.location.reload();
+          }, 300);
+        });
     }
   }
 
@@ -98,11 +104,14 @@ export class AdminPageComponent implements OnInit {
     const confirmation = confirm('Do you really want to delete this user?');
 
     if (confirmation) {
-      this.dataService.deleteUser(aId).subscribe({
-        next: () => {
-          this.fetchAdminData();
-        }
-      });
+      this.dataService
+        .deleteUser(aId)
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe({
+          next: () => {
+            this.fetchAdminData();
+          }
+        });
     }
   }
 

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

@@ -1,17 +1,21 @@
-import { Component, OnInit } from '@angular/core';
+import { Component, OnDestroy, OnInit } from '@angular/core';
 import { ActivatedRoute, Router } from '@angular/router';
 import {
   STAY_SIGNED_IN,
   SettingsStorageService
 } from '@ghostfolio/client/services/settings-storage.service';
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
 
 @Component({
   selector: 'gf-auth-page',
   templateUrl: './auth-page.html',
   styleUrls: ['./auth-page.scss']
 })
-export class AuthPageComponent implements OnInit {
+export class AuthPageComponent implements OnDestroy, OnInit {
+  private unsubscribeSubject = new Subject<void>();
+
   /**
    * @constructor
    */
@@ -26,14 +30,21 @@ export class AuthPageComponent implements OnInit {
    * Initializes the controller
    */
   public ngOnInit() {
-    this.route.params.subscribe((params) => {
-      const jwt = params['jwt'];
-      this.tokenStorageService.saveToken(
-        jwt,
-        this.settingsStorageService.getSetting(STAY_SIGNED_IN) === 'true'
-      );
+    this.route.params
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((params) => {
+        const jwt = params['jwt'];
+        this.tokenStorageService.saveToken(
+          jwt,
+          this.settingsStorageService.getSetting(STAY_SIGNED_IN) === 'true'
+        );
 
-      this.router.navigate(['/']);
-    });
+        this.router.navigate(['/']);
+      });
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
   }
 }

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

@@ -116,6 +116,7 @@ export class HomePageComponent implements OnDestroy, OnInit {
 
     this.impersonationStorageService
       .onChangeHasImpersonation()
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((aId) => {
         this.hasImpersonationId = !!aId;
       });
@@ -148,9 +149,12 @@ export class HomePageComponent implements OnDestroy, OnInit {
       width: '50rem'
     });
 
-    dialogRef.afterClosed().subscribe(() => {
-      this.router.navigate(['.'], { relativeTo: this.route });
-    });
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
   }
 
   private update() {
@@ -161,6 +165,7 @@ export class HomePageComponent implements OnDestroy, OnInit {
 
     this.dataService
       .fetchChart({ range: this.dateRange })
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((chartData) => {
         this.historicalDataItems = chartData.map((chartDataItem) => {
           return {
@@ -174,6 +179,7 @@ export class HomePageComponent implements OnDestroy, OnInit {
 
     this.dataService
       .fetchPortfolioPerformance({ range: this.dateRange })
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((response) => {
         this.performance = response;
         this.isLoadingPerformance = false;
@@ -181,15 +187,19 @@ export class HomePageComponent implements OnDestroy, OnInit {
         this.changeDetectorRef.markForCheck();
       });
 
-    this.dataService.fetchPortfolioOverview().subscribe((response) => {
-      this.overview = response;
-      this.isLoadingOverview = false;
+    this.dataService
+      .fetchPortfolioOverview()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((response) => {
+        this.overview = response;
+        this.isLoadingOverview = false;
 
-      this.changeDetectorRef.markForCheck();
-    });
+        this.changeDetectorRef.markForCheck();
+      });
 
     this.dataService
       .fetchPortfolioPositions({ range: this.dateRange })
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((response) => {
         this.positions = response;
         this.hasPositions =

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

@@ -3,7 +3,6 @@ import { Router } from '@angular/router';
 import { LineChartItem } from '@ghostfolio/client/components/line-chart/interfaces/line-chart.interface';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
-import { WebAuthnService } from '@ghostfolio/client/services/web-authn.service';
 import { format } from 'date-fns';
 import { Subject } from 'rxjs';
 
@@ -33,13 +32,11 @@ export class LandingPageComponent implements OnDestroy, OnInit {
    * Initializes the controller
    */
   public ngOnInit() {
-    this.dataService.fetchInfo().subscribe(({ demoAuthToken }) => {
-      this.demoAuthToken = demoAuthToken;
+    const { demoAuthToken } = this.dataService.fetchInfo();
 
-      this.initializeLineChart();
+    this.demoAuthToken = demoAuthToken;
 
-      this.changeDetectorRef.markForCheck();
-    });
+    this.initializeLineChart();
   }
 
   public initializeLineChart() {

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

@@ -1,16 +1,29 @@
 <div class="container">
   <div class="row">
     <div
-      class="align-items-center d-flex flex-column justify-content-center mb-4 w-100"
+      class="
+        align-items-center
+        d-flex
+        flex-column
+        justify-content-center
+        mb-4
+        w-100
+      "
     >
       <gf-logo size="large"></gf-logo>
-      <p class="lead m-0">Open Source Portfolio Tracker</p>
+      <p class="lead m-0">Wealth Management Software</p>
     </div>
   </div>
 
   <div class="button-container row">
     <div
-      class="align-items-center col d-flex justify-content-center position-relative"
+      class="
+        align-items-center
+        col
+        d-flex
+        justify-content-center
+        position-relative
+      "
     >
       <div class="py-5 text-center">
         <a
@@ -51,10 +64,9 @@
         <strong>personal investment strategy</strong>.
       </h2>
       <p class="lead">
-        <strong>Ghostfolio</strong> empowers busy folks to have a sharp look of
-        their financial assets and to make solid, data-driven investment
-        decisions by evaluating automated
-        <strong>Static Portfolio Analysis Rules</strong>.
+        <strong>Ghostfolio</strong> empowers busy people to keep track of their
+        wealth like stocks, ETFs or cryptocurrencies and make solid, data-driven
+        investment decisions.
       </p>
     </div>
   </div>

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

@@ -3,7 +3,6 @@
 
   .button-container {
     aspect-ratio: 16 / 9;
-    margin-top: -4rem;
 
     gf-line-chart {
       bottom: 0;

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

@@ -1,4 +1,4 @@
-import { ChangeDetectorRef, Component, OnInit } from '@angular/core';
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { baseCurrency } from '@ghostfolio/common/config';
@@ -11,7 +11,7 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './pricing-page.html',
   styleUrls: ['./pricing-page.scss']
 })
-export class PricingPageComponent implements OnInit {
+export class PricingPageComponent implements OnDestroy, OnInit {
   public baseCurrency = baseCurrency;
   public coupon: number;
   public isLoggedIn: boolean;
@@ -28,15 +28,10 @@ export class PricingPageComponent implements OnInit {
     private dataService: DataService,
     private userService: UserService
   ) {
-    this.dataService
-      .fetchInfo()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ subscriptions }) => {
-        this.coupon = this.price = subscriptions?.[0]?.coupon;
-        this.price = subscriptions?.[0]?.price;
+    const { subscriptions } = this.dataService.fetchInfo();
 
-        this.changeDetectorRef.markForCheck();
-      });
+    this.coupon = this.price = subscriptions?.[0]?.coupon;
+    this.price = subscriptions?.[0]?.price;
   }
 
   /**

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

@@ -8,9 +8,10 @@
         <mat-card-content>
           <p>
             Our official
-            <strong>Ghostfolio</strong> cloud offering is the easiest way to get
-            started. Due to the time it saves, this will be the best option for
-            most people. The revenue is used for covering the hosting costs.
+            <strong>Ghostfolio Premium</strong> cloud offering is the easiest
+            way to get started. Due to the time it saves, this will be the best
+            option for most people. The revenue is used for covering the hosting
+            costs.
           </p>
           <p>
             If you prefer to run <strong>Ghostfolio</strong> on your own

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

@@ -14,6 +14,7 @@
   .mat-card {
     &.active {
       border-color: rgba(var(--palette-primary-500), 1);
+      box-shadow: 0 0 0 1px rgba(var(--palette-primary-500), 1);
     }
   }
 }

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

@@ -41,17 +41,13 @@ export class RegisterPageComponent implements OnDestroy, OnInit {
    * Initializes the controller
    */
   public ngOnInit() {
-    this.dataService
-      .fetchInfo()
-      .subscribe(({ demoAuthToken, globalPermissions }) => {
-        this.demoAuthToken = demoAuthToken;
-        this.hasPermissionForSocialLogin = hasPermission(
-          globalPermissions,
-          permissions.enableSocialLogin
-        );
+    const { demoAuthToken, globalPermissions } = this.dataService.fetchInfo();
 
-        this.changeDetectorRef.markForCheck();
-      });
+    this.demoAuthToken = demoAuthToken;
+    this.hasPermissionForSocialLogin = hasPermission(
+      globalPermissions,
+      permissions.enableSocialLogin
+    );
   }
 
   public async createAccount() {
@@ -76,13 +72,16 @@ export class RegisterPageComponent implements OnDestroy, OnInit {
       width: '30rem'
     });
 
-    dialogRef.afterClosed().subscribe((data) => {
-      if (data?.authToken) {
-        this.tokenStorageService.saveToken(authToken, true);
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data) => {
+        if (data?.authToken) {
+          this.tokenStorageService.saveToken(authToken, true);
 
-        this.router.navigate(['/']);
-      }
-    });
+          this.router.navigate(['/']);
+        }
+      });
   }
 
   public ngOnDestroy() {

apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.component.ts

@@ -1,9 +1,4 @@
-import {
-  ChangeDetectionStrategy,
-  ChangeDetectorRef,
-  Component,
-  Inject
-} from '@angular/core';
+import { ChangeDetectionStrategy, Component, Inject } from '@angular/core';
 import { MAT_DIALOG_DATA } from '@angular/material/dialog';
 
 @Component({
@@ -15,18 +10,11 @@ import { MAT_DIALOG_DATA } from '@angular/material/dialog';
 export class ShowAccessTokenDialog {
   public isAgreeButtonDisabled = true;
 
-  public constructor(
-    private changeDetectorRef: ChangeDetectorRef,
-    @Inject(MAT_DIALOG_DATA) public data: any
-  ) {}
+  public constructor(@Inject(MAT_DIALOG_DATA) public data: any) {}
 
   ngOnInit() {}
 
   public enableAgreeButton() {
-    setTimeout(() => {
-      this.isAgreeButtonDisabled = false;
-
-      this.changeDetectorRef.markForCheck();
-    }, 1500);
+    this.isAgreeButtonDisabled = false;
   }
 }

apps/client/src/app/pages/register/show-access-token-dialog/show-access-token-dialog.html

@@ -32,11 +32,11 @@
   <button i18n mat-flat-button [mat-dialog-close]="undefined">Cancel</button>
   <button
     color="primary"
-    i18n
     mat-flat-button
     [disabled]="isAgreeButtonDisabled"
     [mat-dialog-close]="data"
   >
-    Agree and continue
+    <span i18n>Agree and continue</span>
+    <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
   </button>
 </div>

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

@@ -16,7 +16,7 @@
                 </div>
                 <div>
                   <a
-                    href="https://money.cnn.com/data/fear-and-greed"
+                    href="https://money.cnn.com/data/fear-and-greed/"
                     target="_blank"
                     >Fear & Greed Index →</a
                   >

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

@@ -9,7 +9,6 @@ import {
   PortfolioPosition,
   User
 } from '@ghostfolio/common/interfaces';
-import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
@@ -30,12 +29,12 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
     [code: string]: { name: string; value: number };
   };
   public deviceType: string;
+  public hasImpersonationId: boolean;
   public period = 'current';
   public periodOptions: ToggleOption[] = [
     { label: 'Initial', value: 'original' },
     { label: 'Current', value: 'current' }
   ];
-  public hasImpersonationId: boolean;
   public portfolioItems: PortfolioItem[];
   public portfolioPositions: { [symbol: string]: PortfolioPosition };
   public positions: { [symbol: string]: any };

apps/client/src/app/pages/tools/report/report-page.component.ts

@@ -1,4 +1,4 @@
-import { ChangeDetectorRef, Component, OnInit } from '@angular/core';
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
 import { Subject } from 'rxjs';
@@ -9,7 +9,7 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './report-page.html',
   styleUrls: ['./report-page.scss']
 })
-export class ReportPageComponent implements OnInit {
+export class ReportPageComponent implements OnDestroy, OnInit {
   public accountClusterRiskRules: PortfolioReportRule[];
   public currencyClusterRiskRules: PortfolioReportRule[];
   public feeRules: PortfolioReportRule[];

apps/client/src/app/pages/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.component.ts

@@ -2,7 +2,8 @@ import {
   ChangeDetectionStrategy,
   ChangeDetectorRef,
   Component,
-  Inject
+  Inject,
+  OnDestroy
 } from '@angular/core';
 import { FormControl, Validators } from '@angular/forms';
 import { MatAutocompleteSelectedEvent } from '@angular/material/autocomplete';
@@ -23,12 +24,12 @@ import { CreateOrUpdateTransactionDialogParams } from './interfaces/interfaces';
 
 @Component({
   host: { class: 'h-100' },
-  selector: 'create-or-update-transaction-dialog',
+  selector: 'gf-create-or-update-transaction-dialog',
   changeDetection: ChangeDetectionStrategy.OnPush,
   styleUrls: ['./create-or-update-transaction-dialog.scss'],
   templateUrl: 'create-or-update-transaction-dialog.html'
 })
-export class CreateOrUpdateTransactionDialog {
+export class CreateOrUpdateTransactionDialog implements OnDestroy {
   public currencies: Currency[] = [];
   public currentMarketPrice = null;
   public filteredLookupItems: Observable<LookupItem[]>;
@@ -49,10 +50,10 @@ export class CreateOrUpdateTransactionDialog {
   ) {}
 
   ngOnInit() {
-    this.dataService.fetchInfo().subscribe(({ currencies, platforms }) => {
-      this.currencies = currencies;
-      this.platforms = platforms;
-    });
+    const { currencies, platforms } = this.dataService.fetchInfo();
+
+    this.currencies = currencies;
+    this.platforms = platforms;
 
     this.filteredLookupItems = this.searchSymbolCtrl.valueChanges.pipe(
       startWith(''),
@@ -73,6 +74,7 @@ export class CreateOrUpdateTransactionDialog {
         .pipe(takeUntil(this.unsubscribeSubject))
         .subscribe(({ marketPrice }) => {
           this.currentMarketPrice = marketPrice;
+
           this.changeDetectorRef.markForCheck();
         });
     }

apps/client/src/app/pages/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.html

@@ -2,6 +2,22 @@
   <h1 *ngIf="data.transaction.id" mat-dialog-title i18n>Update transaction</h1>
   <h1 *ngIf="!data.transaction.id" mat-dialog-title i18n>Add transaction</h1>
   <div class="flex-grow-1" mat-dialog-content>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Account</mat-label>
+        <mat-select
+          name="accountId"
+          required
+          [(value)]="data.transaction.accountId"
+        >
+          <mat-option
+            *ngFor="let account of data.user?.accounts"
+            [value]="account.id"
+            >{{ account.name }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Symbol or ISIN</mat-label>
@@ -42,7 +58,7 @@
         </mat-select>
       </mat-form-field>
     </div>
-    <div>
+    <div class="d-none">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Currency</mat-label>
         <mat-select
@@ -136,31 +152,25 @@
         </button>
       </mat-form-field>
     </div>
+  </div>
+  <div class="d-flex" mat-dialog-actions>
+    <gf-value
+      class="flex-grow-1"
+      [currency]="data.transaction.currency"
+      [locale]="data.user?.settings?.locale"
+      [value]="data.transaction.fee + (data.transaction.quantity * data.transaction.unitPrice)"
+    ></gf-value>
     <div>
-      <mat-form-field appearance="outline" class="w-100">
-        <mat-label i18n>Account</mat-label>
-        <mat-select
-          name="accountId"
-          required
-          [(value)]="data.transaction.accountId"
-        >
-          <mat-option *ngFor="let account of data.accounts" [value]="account.id"
-            >{{ account.name }}</mat-option
-          >
-        </mat-select>
-      </mat-form-field>
+      <button i18n mat-button (click)="onCancel()">Cancel</button>
+      <button
+        color="primary"
+        i18n
+        mat-flat-button
+        [disabled]="!(addTransactionForm.form.valid && data.transaction.symbol)"
+        [mat-dialog-close]="data"
+      >
+        Save
+      </button>
     </div>
   </div>
-  <div class="justify-content-end" mat-dialog-actions>
-    <button i18n mat-button (click)="onCancel()">Cancel</button>
-    <button
-      color="primary"
-      i18n
-      mat-flat-button
-      [disabled]="!(addTransactionForm.form.valid && data.transaction.symbol)"
-      [mat-dialog-close]="data"
-    >
-      Save
-    </button>
-  </div>
 </form>

apps/client/src/app/pages/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.module.ts

@@ -9,6 +9,7 @@ import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
 import { MatSelectModule } from '@angular/material/select';
+import { GfValueModule } from '@ghostfolio/client/components/value/value.module';
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 
 import { CreateOrUpdateTransactionDialog } from './create-or-update-transaction-dialog.component';
@@ -19,6 +20,7 @@ import { CreateOrUpdateTransactionDialog } from './create-or-update-transaction-
   imports: [
     CommonModule,
     GfSymbolModule,
+    GfValueModule,
     FormsModule,
     MatAutocompleteModule,
     MatButtonModule,

apps/client/src/app/pages/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.scss

@@ -1,6 +1,12 @@
 :host {
   display: block;
 
+  .mat-dialog-actions {
+    gf-value {
+      font-size: 0.9rem;
+    }
+  }
+
   .mat-dialog-content {
     max-height: unset;
 

apps/client/src/app/pages/transactions/create-or-update-transaction-dialog/interfaces/interfaces.ts

@@ -1,7 +1,8 @@
+import { User } from '@ghostfolio/common/interfaces';
 import { Account, Order } from '@prisma/client';
 
 export interface CreateOrUpdateTransactionDialogParams {
   accountId: string;
-  accounts: Account[];
   transaction: Order;
+  user: User;
 }

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

@@ -1,5 +1,6 @@
-import { ChangeDetectorRef, Component, OnInit } from '@angular/core';
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
+import { MatSnackBar } from '@angular/material/snack-bar';
 import { ActivatedRoute, Router } from '@angular/router';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
@@ -9,9 +10,10 @@ import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Order as OrderModel } from '@prisma/client';
+import { format, parseISO } from 'date-fns';
 import { DeviceDetectorService } from 'ngx-device-detector';
-import { Subject, Subscription } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
+import { EMPTY, Subject, Subscription } from 'rxjs';
+import { catchError, takeUntil } from 'rxjs/operators';
 
 import { CreateOrUpdateTransactionDialog } from './create-or-update-transaction-dialog/create-or-update-transaction-dialog.component';
 
@@ -20,11 +22,12 @@ import { CreateOrUpdateTransactionDialog } from './create-or-update-transaction-
   templateUrl: './transactions-page.html',
   styleUrls: ['./transactions-page.scss']
 })
-export class TransactionsPageComponent implements OnInit {
+export class TransactionsPageComponent implements OnDestroy, OnInit {
   public deviceType: string;
   public hasImpersonationId: boolean;
   public hasPermissionToCreateOrder: boolean;
   public hasPermissionToDeleteOrder: boolean;
+  public hasPermissionToImportOrders: boolean;
   public routeQueryParams: Subscription;
   public transactions: OrderModel[];
   public user: User;
@@ -42,6 +45,7 @@ export class TransactionsPageComponent implements OnInit {
     private impersonationStorageService: ImpersonationStorageService,
     private route: ActivatedRoute,
     private router: Router,
+    private snackBar: MatSnackBar,
     private userService: UserService
   ) {
     this.routeQueryParams = route.queryParams
@@ -67,10 +71,18 @@ export class TransactionsPageComponent implements OnInit {
    * Initializes the controller
    */
   public ngOnInit() {
+    const { globalPermissions } = this.dataService.fetchInfo();
+
+    this.hasPermissionToImportOrders = hasPermission(
+      globalPermissions,
+      permissions.enableImport
+    );
+
     this.deviceType = this.deviceService.getDeviceInfo().deviceType;
 
     this.impersonationStorageService
       .onChangeHasImpersonation()
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((aId) => {
         this.hasImpersonationId = !!aId;
       });
@@ -98,15 +110,18 @@ export class TransactionsPageComponent implements OnInit {
   }
 
   public fetchOrders() {
-    this.dataService.fetchOrders().subscribe((response) => {
-      this.transactions = response;
+    this.dataService
+      .fetchOrders()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((response) => {
+        this.transactions = response;
 
-      if (this.transactions?.length <= 0) {
-        this.router.navigate([], { queryParams: { createDialog: true } });
-      }
+        if (this.transactions?.length <= 0) {
+          this.router.navigate([], { queryParams: { createDialog: true } });
+        }
 
-      this.changeDetectorRef.markForCheck();
-    });
+        this.changeDetectorRef.markForCheck();
+      });
   }
 
   public onCloneTransaction(aTransaction: OrderModel) {
@@ -114,11 +129,78 @@ export class TransactionsPageComponent implements OnInit {
   }
 
   public onDeleteTransaction(aId: string) {
-    this.dataService.deleteOrder(aId).subscribe({
-      next: () => {
-        this.fetchOrders();
-      }
-    });
+    this.dataService
+      .deleteOrder(aId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe({
+        next: () => {
+          this.fetchOrders();
+        }
+      });
+  }
+
+  public onExport() {
+    this.dataService
+      .fetchExport()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data) => {
+        this.downloadAsFile(
+          data,
+          `ghostfolio-export-${format(
+            parseISO(data.meta.date),
+            'yyyyMMddHHmm'
+          )}.json`,
+          'text/plain'
+        );
+      });
+  }
+
+  public onImport() {
+    const input = document.createElement('input');
+    input.type = 'file';
+
+    input.onchange = (event) => {
+      // Getting the file reference
+      const file = (event.target as HTMLInputElement).files[0];
+
+      // Setting up the reader
+      const reader = new FileReader();
+      reader.readAsText(file, 'UTF-8');
+
+      reader.onload = (readerEvent) => {
+        try {
+          const content = JSON.parse(readerEvent.target.result as string);
+
+          this.snackBar.open('⏳ Importing data...');
+
+          this.dataService
+            .postImport({
+              orders: content.orders
+            })
+            .pipe(
+              catchError((error) => {
+                this.handleImportError(error);
+
+                return EMPTY;
+              }),
+              takeUntil(this.unsubscribeSubject)
+            )
+            .subscribe({
+              next: () => {
+                this.fetchOrders();
+
+                this.snackBar.open('✅ Import has been completed', undefined, {
+                  duration: 3000
+                });
+              }
+            });
+        } catch (error) {
+          this.handleImportError(error);
+        }
+      };
+    };
+
+    input.click();
   }
 
   public onUpdateTransaction(aTransaction: OrderModel) {
@@ -141,7 +223,6 @@ export class TransactionsPageComponent implements OnInit {
   }: OrderModel): void {
     const dialogRef = this.dialog.open(CreateOrUpdateTransactionDialog, {
       data: {
-        accounts: this.user.accounts,
         transaction: {
           accountId,
           currency,
@@ -153,25 +234,32 @@ export class TransactionsPageComponent implements OnInit {
           symbol,
           type,
           unitPrice
-        }
+        },
+        user: this.user
       },
       height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
-    dialogRef.afterClosed().subscribe((data: any) => {
-      const transaction: UpdateOrderDto = data?.transaction;
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data: any) => {
+        const transaction: UpdateOrderDto = data?.transaction;
 
-      if (transaction) {
-        this.dataService.putOrder(transaction).subscribe({
-          next: () => {
-            this.fetchOrders();
-          }
-        });
-      }
+        if (transaction) {
+          this.dataService
+            .putOrder(transaction)
+            .pipe(takeUntil(this.unsubscribeSubject))
+            .subscribe({
+              next: () => {
+                this.fetchOrders();
+              }
+            });
+        }
 
-      this.router.navigate(['.'], { relativeTo: this.route });
-    });
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
   }
 
   public ngOnDestroy() {
@@ -179,10 +267,28 @@ export class TransactionsPageComponent implements OnInit {
     this.unsubscribeSubject.complete();
   }
 
+  private downloadAsFile(
+    aContent: unknown,
+    aFileName: string,
+    aContentType: string
+  ) {
+    const a = document.createElement('a');
+    const file = new Blob([JSON.stringify(aContent, undefined, '  ')], {
+      type: aContentType
+    });
+    a.href = URL.createObjectURL(file);
+    a.download = aFileName;
+    a.click();
+  }
+
+  private handleImportError(aError: unknown) {
+    console.error(aError);
+    this.snackBar.open('❌ Oops, something went wrong...');
+  }
+
   private openCreateTransactionDialog(aTransaction?: OrderModel): void {
     const dialogRef = this.dialog.open(CreateOrUpdateTransactionDialog, {
       data: {
-        accounts: this.user?.accounts,
         transaction: {
           accountId:
             aTransaction?.accountId ??
@@ -197,24 +303,28 @@ export class TransactionsPageComponent implements OnInit {
           symbol: aTransaction?.symbol ?? null,
           type: aTransaction?.type ?? 'BUY',
           unitPrice: null
-        }
+        },
+        user: this.user
       },
       height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
-    dialogRef.afterClosed().subscribe((data: any) => {
-      const transaction: CreateOrderDto = data?.transaction;
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data: any) => {
+        const transaction: CreateOrderDto = data?.transaction;
 
-      if (transaction) {
-        this.dataService.postOrder(transaction).subscribe({
-          next: () => {
-            this.fetchOrders();
-          }
-        });
-      }
+        if (transaction) {
+          this.dataService.postOrder(transaction).subscribe({
+            next: () => {
+              this.fetchOrders();
+            }
+          });
+        }
 
-      this.router.navigate(['.'], { relativeTo: this.route });
-    });
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
   }
 }

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

@@ -5,9 +5,12 @@
       <gf-transactions-table
         [baseCurrency]="user?.settings?.baseCurrency"
         [deviceType]="deviceType"
+        [hasPermissionToImportOrders]="hasPermissionToImportOrders"
         [locale]="user?.settings?.locale"
         [showActions]="!hasImpersonationId && hasPermissionToDeleteOrder"
         [transactions]="transactions"
+        (export)="onExport()"
+        (import)="onImport()"
         (transactionDeleted)="onDeleteTransaction($event)"
         (transactionToClone)="onCloneTransaction($event)"
         (transactionToUpdate)="onUpdateTransaction($event)"

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

@@ -1,6 +1,7 @@
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
+import { MatSnackBarModule } from '@angular/material/snack-bar';
 import { RouterModule } from '@angular/router';
 import { GfTransactionsTableModule } from '@ghostfolio/client/components/transactions-table/transactions-table.module';
 
@@ -16,6 +17,7 @@ import { TransactionsPageComponent } from './transactions-page.component';
     CreateOrUpdateTransactionDialogModule,
     GfTransactionsTableModule,
     MatButtonModule,
+    MatSnackBarModule,
     RouterModule,
     TransactionsPageRoutingModule
   ],

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

@@ -1,16 +1,20 @@
-import { ChangeDetectorRef, Component, OnInit } from '@angular/core';
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { Router } from '@angular/router';
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
 import { WebAuthnService } from '@ghostfolio/client/services/web-authn.service';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
 
 @Component({
   selector: 'gf-webauthn-page',
   templateUrl: './webauthn-page.html',
   styleUrls: ['./webauthn-page.scss']
 })
-export class WebauthnPageComponent implements OnInit {
+export class WebauthnPageComponent implements OnDestroy, OnInit {
   public hasError = false;
 
+  private unsubscribeSubject = new Subject<void>();
+
   constructor(
     private changeDetectorRef: ChangeDetectorRef,
     private router: Router,
@@ -23,24 +27,35 @@ export class WebauthnPageComponent implements OnInit {
   }
 
   public deregisterDevice() {
-    this.webAuthnService.deregister().subscribe(() => {
-      this.router.navigate(['/']);
-    });
+    this.webAuthnService
+      .deregister()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.router.navigate(['/']);
+      });
   }
 
   public signIn() {
     this.hasError = false;
 
-    this.webAuthnService.login().subscribe(
-      ({ authToken }) => {
-        this.tokenStorageService.saveToken(authToken, false);
-        this.router.navigate(['/']);
-      },
-      (error) => {
-        console.error(error);
-        this.hasError = true;
-        this.changeDetectorRef.markForCheck();
-      }
-    );
+    this.webAuthnService
+      .login()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(
+        ({ authToken }) => {
+          this.tokenStorageService.saveToken(authToken, false);
+          this.router.navigate(['/']);
+        },
+        (error) => {
+          console.error(error);
+          this.hasError = true;
+          this.changeDetectorRef.markForCheck();
+        }
+      );
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
   }
 }

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

@@ -20,6 +20,7 @@ export class ZenPageComponent implements OnDestroy, OnInit {
   public deviceType: string;
   public hasImpersonationId: boolean;
   public hasPermissionToReadForeignPortfolio: boolean;
+  public hasPositions: boolean;
   public historicalDataItems: LineChartItem[];
   public isLoadingPerformance = true;
   public performance: PortfolioPerformance;
@@ -61,6 +62,7 @@ export class ZenPageComponent implements OnDestroy, OnInit {
 
     this.impersonationStorageService
       .onChangeHasImpersonation()
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((aId) => {
         this.hasImpersonationId = !!aId;
       });
@@ -78,6 +80,7 @@ export class ZenPageComponent implements OnDestroy, OnInit {
 
     this.dataService
       .fetchChart({ range: this.dateRange })
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((chartData) => {
         this.historicalDataItems = chartData.map((chartDataItem) => {
           return {
@@ -86,11 +89,14 @@ export class ZenPageComponent implements OnDestroy, OnInit {
           };
         });
 
+        this.hasPositions = this.historicalDataItems?.length > 0;
+
         this.changeDetectorRef.markForCheck();
       });
 
     this.dataService
       .fetchPortfolioPerformance({ range: this.dateRange })
+      .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((response) => {
         this.performance = response;
         this.isLoadingPerformance = false;

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

@@ -1,4 +1,4 @@
-<div class="container">
+<div *ngIf="hasPositions || !historicalDataItems" class="container">
   <div class="row">
     <div class="chart-container col mr-3">
       <gf-line-chart
@@ -23,3 +23,10 @@
     </div>
   </div>
 </div>
+
+<div
+  *ngIf="!hasPositions && historicalDataItems"
+  class="d-flex justify-content-center my-5"
+>
+  <gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
+</div>

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

@@ -2,6 +2,7 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatCardModule } from '@angular/material/card';
 import { GfLineChartModule } from '@ghostfolio/client/components/line-chart/line-chart.module';
+import { GfNoTransactionsInfoModule } from '@ghostfolio/client/components/no-transactions-info/no-transactions-info.module';
 import { GfPortfolioPerformanceSummaryModule } from '@ghostfolio/client/components/portfolio-performance-summary/portfolio-performance-summary.module';
 
 import { ZenPageRoutingModule } from './zen-page-routing.module';
@@ -13,6 +14,7 @@ import { ZenPageComponent } from './zen-page.component';
   imports: [
     CommonModule,
     GfLineChartModule,
+    GfNoTransactionsInfoModule,
     GfPortfolioPerformanceSummaryModule,
     MatCardModule,
     ZenPageRoutingModule

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

@@ -2,6 +2,7 @@ import { HttpClient } from '@angular/common/http';
 import { Injectable } from '@angular/core';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
+import { ImportDataDto } from '@ghostfolio/api/app/import/import-data.dto';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
 import {
@@ -15,6 +16,7 @@ import { UpdateUserSettingsDto } from '@ghostfolio/api/app/user/update-user-sett
 import {
   Access,
   AdminData,
+  Export,
   InfoItem,
   PortfolioItem,
   PortfolioOverview,
@@ -27,6 +29,7 @@ import { permissions } from '@ghostfolio/common/permissions';
 import { Order as OrderModel } from '@prisma/client';
 import { Account as AccountModel } from '@prisma/client';
 import { parseISO } from 'date-fns';
+import { cloneDeep } from 'lodash';
 import { Observable } from 'rxjs';
 import { map } from 'rxjs/operators';
 
@@ -86,21 +89,20 @@ export class DataService {
     });
   }
 
-  public fetchInfo() {
-    return this.http.get<InfoItem>('/api/info').pipe(
-      map((data) => {
-        if (
-          this.settingsStorageService.getSetting('utm_source') ===
-          'trusted-web-activity'
-        ) {
-          data.globalPermissions = data.globalPermissions.filter(
-            (permission) => permission !== permissions.enableSubscription
-          );
-        }
+  public fetchExport() {
+    return this.http.get<Export>('/api/export');
+  }
 
-        return data;
-      })
-    );
+  public fetchInfo(): InfoItem {
+    const info = cloneDeep((window as any).info);
+
+    if (window.localStorage.getItem('utm_source') === 'trusted-web-activity') {
+      info.globalPermissions = info.globalPermissions.filter(
+        (permission) => permission !== permissions.enableSubscription
+      );
+    }
+
+    return info;
   }
 
   public fetchSymbolItem(aSymbol: string) {
@@ -168,6 +170,10 @@ export class DataService {
     return this.http.post<OrderModel>(`/api/account`, aAccount);
   }
 
+  public postImport(aImportData: ImportDataDto) {
+    return this.http.post<void>('/api/import', aImportData);
+  }
+
   public postOrder(aOrder: CreateOrderDto) {
     return this.http.post<OrderModel>(`/api/order`, aOrder);
   }

apps/client/src/assets/robots.txt

@@ -0,0 +1,4 @@
+User-agent: *
+Allow: /
+
+Sitemap: https://ghostfol.io/sitemap.xml

apps/client/src/assets/site.webmanifest

@@ -1,7 +1,7 @@
 {
   "background_color": "transparent",
   "categories": ["finance", "utilities"],
-  "description": "Open Source Portfolio Tracker",
+  "description": "Open Source Wealth Management Software",
   "display": "standalone",
   "icons": [
     {

apps/client/src/environments/environment.prod.ts

@@ -1,6 +1,6 @@
 export const environment = {
   lastPublish: '{BUILD_TIMESTAMP}',
   production: true,
-  stripePublicKey: '{STRIPE_PUBLIC_KEY}',
+  stripePublicKey: '',
   version: `v${require('../../../../package.json').version}`
 };

apps/client/src/index.html

@@ -1,7 +1,7 @@
 <!DOCTYPE html>
 <html lang="en">
   <head>
-    <title>Ghostfolio – Open Source Portfolio Tracker</title>
+    <title>Ghostfolio – Open Source Wealth Management Software</title>
     <base href="/" />
     <meta charset="utf-8" />
     <meta content="yes" name="apple-mobile-web-app-capable" />
@@ -11,13 +11,13 @@
     />
     <meta
       name="keywords"
-      content="asset, cryptocurrency, etf, finance, performance, portfolio, stock, tracker, trading"
+      content="app, asset, cryptocurrency, etf, finance, management, performance, portfolio, software, stock, tracker, trading, wealth"
     />
     <meta name="mobile-web-app-capable" content="yes" />
     <meta name="twitter:card" content="summary_large_image" />
     <meta
       name="twitter:description"
-      content="Ghostfolio is a lightweight application to keep track of your financial assets like stocks, ETFs or cryptocurrencies across multiple platforms."
+      content="Ghostfolio is a lightweight wealth management application for individuals to keep track of their wealth like stocks, ETFs or cryptocurrencies"
     />
     <meta
       name="twitter:image"
@@ -25,13 +25,13 @@
     />
     <meta
       name="twitter:title"
-      content="Ghostfolio – Open Source Portfolio Tracker"
+      content="Ghostfolio – Open Source Wealth Management Software"
     />
     <meta name="viewport" content="width=device-width, initial-scale=1" />
     <meta property="og:description" content="" />
     <meta
       property="og:title"
-      content="Ghostfolio – Open Source Portfolio Tracker"
+      content="Ghostfolio – Open Source Wealth Management Software"
     />
     <meta property="og:type" content="website" />
     <meta property="og:url" content="https://www.ghostfol.io" />
@@ -42,7 +42,7 @@
     <meta property="og:updated_time" content="2021-03-20T00:00:00+00:00" />
     <meta
       property="og:site_name"
-      content="Ghostfolio – Open Source Portfolio Tracker"
+      content="Ghostfolio – Open Source Wealth Management Software"
     />
 
     <link

apps/client/src/main.ts

@@ -1,16 +1,33 @@
 import { enableProdMode } from '@angular/core';
 import { LOCALE_ID } from '@angular/core';
 import { platformBrowserDynamic } from '@angular/platform-browser-dynamic';
+import { InfoItem } from '@ghostfolio/common/interfaces';
+import { permissions } from '@ghostfolio/common/permissions';
 
 import { AppModule } from './app/app.module';
 import { environment } from './environments/environment';
 
-if (environment.production) {
-  enableProdMode();
-}
+(async () => {
+  const response = await fetch('/api/info');
+  const info: InfoItem = await response.json();
 
-platformBrowserDynamic()
-  .bootstrapModule(AppModule, {
-    providers: [{ provide: LOCALE_ID, useValue: 'de-CH' }]
-  })
-  .catch((err) => console.error(err));
+  if (window.localStorage.getItem('utm_source') === 'trusted-web-activity') {
+    info.globalPermissions = info.globalPermissions.filter(
+      (permission) => permission !== permissions.enableSubscription
+    );
+  }
+
+  (window as any).info = info;
+
+  environment.stripePublicKey = info.stripePublicKey;
+
+  if (environment.production) {
+    enableProdMode();
+  }
+
+  platformBrowserDynamic()
+    .bootstrapModule(AppModule, {
+      providers: [{ provide: LOCALE_ID, useValue: 'de-CH' }]
+    })
+    .catch((err) => console.error(err));
+})();