Release 1.64.0 (#434)

* Add custom cryptocurrencies

.prettierignore

@@ -1 +1,2 @@
 /dist
+/test/import

.storybook/main.js

@@ -0,0 +1,11 @@
+module.exports = {
+  stories: [],
+  addons: ['@storybook/addon-essentials']
+  // uncomment the property below if you want to apply some webpack config globally
+  // webpackFinal: async (config, { configType }) => {
+  //   // Make whatever fine-grained changes you need that should apply to all storybook configs
+
+  //   // Return the altered config
+  //   return config;
+  // },
+};

.storybook/tsconfig.json

@@ -0,0 +1,10 @@
+{
+  "extends": "../tsconfig.base.json",
+  "exclude": [
+    "../**/*.spec.js",
+    "../**/*.spec.ts",
+    "../**/*.spec.tsx",
+    "../**/*.spec.jsx"
+  ],
+  "include": ["../**/*"]
+}

CHANGELOG.md

@@ -5,6 +5,256 @@ 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).
 
+## 1.64.0 - 21.10.2021
+
+### Added
+
+- Added support for more cryptocurrency symbols like _Avalanche_, _Polygon_, _SHIBA INU_ etc.
+
+### Changed
+
+- Changed the data provider service to handle a dynamic list of services
+
+## 1.63.0 - 19.10.2021
+
+### Added
+
+- Added a public page to share your portfolio
+
+### Changed
+
+- Improved the skeleton loader size of the portfolio proportion chart component
+
+### Todo
+
+- Apply data migration (`yarn prisma migrate deploy`)
+
+## 1.62.0 - 17.10.2021
+
+### Added
+
+- Extended the validation message of the import functionality for transactions
+
+## 1.61.0 - 15.10.2021
+
+### Added
+
+- Extended the import functionality for transactions by `csv` files
+- Introduced the primary data source
+
+### Changed
+
+- Restricted the file selector of the import functionality for transactions to `csv` and `json`
+
+## 1.60.0 - 13.10.2021
+
+### Added
+
+- Extended the validation of the import functionality for transactions
+  - Valid data types
+  - Maximum number of orders
+  - No duplicate orders
+  - Data provider service returns data for the `dataSource` / `symbol` pair
+
+### Changed
+
+- Harmonized the page layouts
+
+### Fixed
+
+- Fixed the broken line charts showing value labels
+
+## 1.59.0 - 11.10.2021
+
+### Added
+
+- Added a data enhancer for symbol profile data (countries and sectors) via _Trackinsight_
+
+### Changed
+
+- Changed the values of the global heat map to fixed-point notation
+
+### Fixed
+
+- Fixed the links of cryptocurrency assets in the positions table
+- Fixed various values in the impersonation mode which have not been nullified
+
+## 1.58.1 - 03.10.2021
+
+### Fixed
+
+- Fixed an issue in the symbol conversion for _Yahoo Finance_ (for a cryptocurrency with the same code as a currency)
+
+## 1.58.0 - 02.10.2021
+
+### Changed
+
+- Improved the symbol conversion for _Yahoo Finance_: Support for _Solana USD_ (`SOL1-USD`)
+- Improved the tooltips of the allocations page
+- Upgraded `envalid` from version `7.1.0` to `7.2.1`
+
+## 1.57.0 - 29.09.2021
+
+### Added
+
+- Added a protection for endpoints (subscriptions)
+
+### Changed
+
+- Reformatted the exchange rates table in the admin control panel
+
+## 1.56.0 - 25.09.2021
+
+### Added
+
+- Added a story for the line chart component
+- Added a story for the portfolio proportion chart component
+
+### Changed
+
+- Changed the navigation to always show the portfolio page
+- Migrated the data type of currencies from `enum` to `string` in the database
+- Supported unlimited currencies (instead of `CHF`, `EUR`, `GBP` and `USD`)
+- Respected the accounts' currencies in the exchange rate service
+
+### Fixed
+
+- Hid the actions from the accounts table in the _Presenter View_
+- Hid the actions from the transactions table in the _Presenter View_
+- Fixed the data gathering of the initial project setup (database seeding)
+
+### Todo
+
+- Apply data migration (`yarn prisma migrate deploy`)
+
+## 1.55.0 - 20.09.2021
+
+### Changed
+
+- Removed the default value of the data source attribute
+- Upgraded `@storybook` dependencies
+
+### Fixed
+
+- Fixed an issue in the create or edit transaction dialog
+
+### Todo
+
+- Apply data migration (`yarn prisma migrate deploy`)
+
+## 1.54.0 - 18.09.2021
+
+### Added
+
+- Added the data source attribute to the symbol profile model
+
+### Changed
+
+- Respected the data source attribute in the data provider service
+- Respected the data source attribute in the symbol data endpoint
+- Improved the search functionality of the data management (multiple data sources)
+
+### Fixed
+
+- Hid the net performance in the _Presenter View_ (portfolio holdings and summary tab on the home page)
+- Hid the sign if the performance is zero in the value component
+
+### Todo
+
+- Apply data migration (`yarn prisma migrate deploy`)
+
+## 1.53.0 - 13.09.2021
+
+### Changed
+
+- Optimized the annualized performance calculation
+- Changed the data gathering selection from distinct orders to symbol profiles
+
+## 1.52.0 - 11.09.2021
+
+### Added
+
+- Added the annualized performance to the portfolio summary tab on the home page
+- Added the Ghostfolio Slack channel to the about page
+
+### Changed
+
+- Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `3.0.0` to `4.1.0`
+
+### Fixed
+
+- Fixed the sign in with fingerprint for some android devices
+
+## 1.51.0 - 11.09.2021
+
+### Changed
+
+- Provided the name in the portfolio position endpoint
+
+## 1.50.0 - 11.09.2021
+
+### Fixed
+
+- Fixed the _Fear & Greed Index_ (market mood)
+- Fixed the overlap of the home button with tabs on iOS (_Add to Home Screen_)
+
+## 1.49.0 - 08.09.2021
+
+### Added
+
+- Added labels to the allocation chart by symbol on desktop
+
+## 1.48.0 - 07.09.2021
+
+### Added
+
+- Added the attribute `precision` in the value component
+
+### Fixed
+
+- Hid the performance in the _Presenter View_
+
+## 1.47.1 - 06.09.2021
+
+### Fixed
+
+- Fixed the search functionality for cryptocurrency symbols
+
+## 1.46.0 - 05.09.2021
+
+### Added
+
+- Extended the statistics section on the about page by the _GitHub_ contributors count
+- Set up _Storybook_
+  - Added a story for the logo component
+  - Added a story for the no transactions info component
+  - Added a story for the trend indicator component
+  - Added a story for the value component
+
+### Changed
+
+- Switched from gross to net performance
+- Restructured the portfolio summary tab on the home page (fees and net performance)
+
+## 1.45.0 - 04.09.2021
+
+### Added
+
+- Added a link below the holdings to manage the transactions
+- Added the allocation chart by symbol
+
+### Changed
+
+- Restructured the allocations page
+- Upgraded `angular` from version `12.0.4` to `12.2.4`
+- Upgraded `@angular/cdk` and `@angular/material` from version `12.0.6` to `12.2.4`
+- Upgraded `Nx` from version `12.5.4` to `12.8.0`
+- Upgraded `prisma` from version `2.24.1` to `2.30.2`
+
+### Fixed
+
+- Fixed the value formatting for integers (transactions count)
+
 ## 1.44.0 - 30.08.2021
 
 ### Changed
@@ -33,7 +283,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn database:push`)
+- Apply data migration (`yarn prisma migrate deploy`)
 
 ## 1.41.0 - 21.08.2021
 
@@ -86,7 +336,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn database:push`)
+- Apply data migration (`yarn prisma migrate deploy`)
 
 ## 1.38.0 - 14.08.2021
 
@@ -146,7 +396,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn database:push`)
+- Apply data migration (`yarn prisma migrate deploy`)
 
 ## 1.34.0 - 07.08.2021
 

README.md

@@ -12,7 +12,7 @@
     <strong>Open Source Wealth Management Software made for Humans</strong>
   </p>
   <p>
-    <a href="https://ghostfol.io"><strong>Live Demo</strong></a> | <a href="https://ghostfol.io/pricing"><strong>Ghostfolio Premium</strong></a> | <a href="https://ghostfol.io/en/blog/2021/07/hello-ghostfolio"><strong>Blog</strong></a> | <a href="https://twitter.com/ghostfolio_"><strong>Twitter</strong></a>
+    <a href="https://ghostfol.io"><strong>Live Demo</strong></a> | <a href="https://ghostfol.io/pricing"><strong>Ghostfolio Premium</strong></a> | <a href="https://ghostfol.io/en/blog/2021/07/hello-ghostfolio"><strong>Blog</strong></a> | <a href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"><strong>Slack</strong></a> | <a href="https://twitter.com/ghostfolio_"><strong>Twitter</strong></a>
   </p>
   <p>
     <a href="#contributing">
@@ -34,7 +34,7 @@
 
 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_.
+If you prefer to run Ghostfolio on your own infrastructure, please find the source code and further instructions here on _GitHub_ or use the [setup](https://github.com/psychowood/ghostfolio-docker) by [psychowood](https://github.com/psychowood).
 
 ## Why Ghostfolio?
 
@@ -116,6 +116,10 @@ Please make sure you have completed the instructions from [_Setup_](#Setup).
 
 Run `yarn start:client`
 
+### Start _Storybook_
+
+Run `yarn start:storybook`
+
 ## Testing
 
 Run `yarn test`
@@ -124,7 +128,7 @@ Run `yarn test`
 
 Ghostfolio is **100% free** and **open source**. We encourage and support an active and healthy community that accepts contributions from the public - including you.
 
-Not sure what to work on? We have got some ideas. Please tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_) or send an e-mail to hi@ghostfol.io. We would love to hear from you.
+Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack channel](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg), tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_) or send an e-mail to hi@ghostfol.io. We would love to hear from you.
 
 ## License
 

angular.json

@@ -6,13 +6,16 @@
   "defaultProject": "api",
   "schematics": {
     "@nrwl/angular:application": {
+      "linter": "eslint",
       "unitTestRunner": "jest",
       "e2eTestRunner": "cypress"
     },
     "@nrwl/angular:library": {
+      "linter": "eslint",
       "unitTestRunner": "jest"
     },
-    "@nrwl/nest": {}
+    "@nrwl/nest": {},
+    "@nrwl/angular:component": {}
   },
   "projects": {
     "api": {
@@ -239,6 +242,90 @@
           }
         }
       }
+    },
+    "ui": {
+      "projectType": "library",
+      "schematics": {
+        "@schematics/angular:component": {
+          "style": "scss"
+        }
+      },
+      "root": "libs/ui",
+      "sourceRoot": "libs/ui/src",
+      "prefix": "gf",
+      "architect": {
+        "test": {
+          "builder": "@nrwl/jest:jest",
+          "outputs": ["coverage/libs/ui"],
+          "options": {
+            "jestConfig": "libs/ui/jest.config.js",
+            "passWithNoTests": true
+          }
+        },
+        "lint": {
+          "builder": "@nrwl/linter:eslint",
+          "options": {
+            "lintFilePatterns": ["libs/ui/src/**/*.ts", "libs/ui/src/**/*.html"]
+          }
+        },
+        "storybook": {
+          "builder": "@nrwl/storybook:storybook",
+          "options": {
+            "uiFramework": "@storybook/angular",
+            "port": 4400,
+            "config": {
+              "configFolder": "libs/ui/.storybook"
+            }
+          },
+          "configurations": {
+            "ci": {
+              "quiet": true
+            }
+          }
+        },
+        "build-storybook": {
+          "builder": "@nrwl/storybook:build",
+          "outputs": ["{options.outputPath}"],
+          "options": {
+            "uiFramework": "@storybook/angular",
+            "outputPath": "dist/storybook/ui",
+            "config": {
+              "configFolder": "libs/ui/.storybook"
+            }
+          },
+          "configurations": {
+            "ci": {
+              "quiet": true
+            }
+          }
+        }
+      }
+    },
+    "ui-e2e": {
+      "root": "apps/ui-e2e",
+      "sourceRoot": "apps/ui-e2e/src",
+      "projectType": "application",
+      "architect": {
+        "e2e": {
+          "builder": "@nrwl/cypress:cypress",
+          "options": {
+            "cypressConfig": "apps/ui-e2e/cypress.json",
+            "devServerTarget": "ui:storybook",
+            "tsConfig": "apps/ui-e2e/tsconfig.json"
+          },
+          "configurations": {
+            "ci": {
+              "devServerTarget": "ui:storybook:ci"
+            }
+          }
+        },
+        "lint": {
+          "builder": "@nrwl/linter:eslint",
+          "options": {
+            "lintFilePatterns": ["apps/ui-e2e/**/*.{js,ts}"]
+          }
+        }
+      }
     }
   }
 }

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

@@ -1,5 +1,5 @@
 import { Access } from '@ghostfolio/common/interfaces';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import { Controller, Get, Inject, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
@@ -24,8 +24,18 @@ export class AccessController {
     });
 
     return accessesWithGranteeUser.map((access) => {
+      if (access.GranteeUser) {
+        return {
+          granteeAlias: access.GranteeUser?.alias,
+          id: access.id,
+          type: 'RESTRICTED_VIEW'
+        };
+      }
+
       return {
-        granteeAlias: access.GranteeUser.alias
+        granteeAlias: 'Public',
+        id: access.id,
+        type: 'PUBLIC'
       };
     });
   }

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

@@ -5,8 +5,9 @@ import { AccessController } from './access.controller';
 import { AccessService } from './access.service';
 
 @Module({
-  imports: [],
   controllers: [AccessController],
+  exports: [AccessService],
+  imports: [],
   providers: [AccessService, PrismaService]
 })
 export class AccessModule {}

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

@@ -7,6 +7,17 @@ import { Prisma } from '@prisma/client';
 export class AccessService {
   public constructor(private readonly prismaService: PrismaService) {}
 
+  public async access(
+    accessWhereInput: Prisma.AccessWhereInput
+  ): Promise<AccessWithGranteeUser | null> {
+    return this.prismaService.access.findFirst({
+      include: {
+        GranteeUser: true
+      },
+      where: accessWhereInput
+    });
+  }
+
   public async accesses(params: {
     include?: Prisma.AccessInclude;
     skip?: number;

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

@@ -6,7 +6,7 @@ import {
   hasPermission,
   permissions
 } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,

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

@@ -1,7 +1,7 @@
 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, Currency, Order, Platform, Prisma } from '@prisma/client';
+import { Account, Order, Platform, Prisma } from '@prisma/client';
 
 import { CashDetails } from './interfaces/cash-details.interface';
 
@@ -95,7 +95,7 @@ export class AccountService {
 
   public async getCashDetails(
     aUserId: string,
-    aCurrency: Currency
+    aCurrency: string
   ): Promise<CashDetails> {
     let totalCashBalance = 0;
 

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

@@ -1,4 +1,4 @@
-import { AccountType, Currency } from '@prisma/client';
+import { AccountType } from '@prisma/client';
 import { IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class CreateAccountDto {
@@ -9,7 +9,7 @@ export class CreateAccountDto {
   balance: number;
 
   @IsString()
-  currency: Currency;
+  currency: string;
 
   @IsString()
   name: string;

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

@@ -1,4 +1,4 @@
-import { AccountType, Currency } from '@prisma/client';
+import { AccountType } from '@prisma/client';
 import { IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class UpdateAccountDto {
@@ -9,7 +9,7 @@ export class UpdateAccountDto {
   balance: number;
 
   @IsString()
-  currency: Currency;
+  currency: string;
 
   @IsString()
   id: string;

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

@@ -5,7 +5,7 @@ import {
   hasPermission,
   permissions
 } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
   Get,

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

@@ -3,9 +3,9 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration.ser
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { baseCurrency } from '@ghostfolio/common/config';
 import { AdminData } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
-import { Currency } from '@prisma/client';
 import { differenceInDays } from 'date-fns';
 
 @Injectable()
@@ -20,53 +20,22 @@ export class AdminService {
 
   public async get(): Promise<AdminData> {
     return {
-      exchangeRates: [
-        {
-          label1: Currency.EUR,
-          label2: Currency.CHF,
-          value: await this.exchangeRateDataService.toCurrency(
-            1,
-            Currency.EUR,
-            Currency.CHF
-          )
-        },
-        {
-          label1: Currency.GBP,
-          label2: Currency.CHF,
-          value: await this.exchangeRateDataService.toCurrency(
-            1,
-            Currency.GBP,
-            Currency.CHF
-          )
-        },
-        {
-          label1: Currency.USD,
-          label2: Currency.CHF,
-          value: await this.exchangeRateDataService.toCurrency(
-            1,
-            Currency.USD,
-            Currency.CHF
-          )
-        },
-        {
-          label1: Currency.USD,
-          label2: Currency.EUR,
-          value: await this.exchangeRateDataService.toCurrency(
-            1,
-            Currency.USD,
-            Currency.EUR
-          )
-        },
-        {
-          label1: Currency.USD,
-          label2: Currency.GBP,
-          value: await this.exchangeRateDataService.toCurrency(
-            1,
-            Currency.USD,
-            Currency.GBP
-          )
-        }
-      ],
+      exchangeRates: this.exchangeRateDataService
+        .getCurrencies()
+        .filter((currency) => {
+          return currency !== baseCurrency;
+        })
+        .map((currency) => {
+          return {
+            label1: baseCurrency,
+            label2: currency,
+            value: this.exchangeRateDataService.toCurrency(
+              1,
+              baseCurrency,
+              currency
+            )
+          };
+        }),
       lastDataGathering: await this.getLastDataGathering(),
       transactionCount: await this.prismaService.order.count(),
       userCount: await this.prismaService.user.count(),

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

@@ -4,7 +4,7 @@ import {
   hasPermission,
   permissions
 } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
   Delete,

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

@@ -62,10 +62,10 @@ export class AuthController {
     }
   }
 
-  @Get('webauthn/generate-attestation-options')
+  @Get('webauthn/generate-registration-options')
   @UseGuards(AuthGuard('jwt'))
-  public async generateAttestationOptions() {
-    return this.webAuthService.generateAttestationOptions();
+  public async generateRegistrationOptions() {
+    return this.webAuthService.generateRegistrationOptions();
   }
 
   @Post('webauthn/verify-attestation')

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

@@ -2,7 +2,7 @@ import { AuthDeviceDto } from '@ghostfolio/api/app/auth-device/auth-device.dto';
 import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Inject,
   Injectable,
@@ -11,16 +11,16 @@ import {
 import { REQUEST } from '@nestjs/core';
 import { JwtService } from '@nestjs/jwt';
 import {
-  GenerateAssertionOptionsOpts,
-  GenerateAttestationOptionsOpts,
-  VerifiedAssertion,
-  VerifiedAttestation,
-  VerifyAssertionResponseOpts,
-  VerifyAttestationResponseOpts,
-  generateAssertionOptions,
-  generateAttestationOptions,
-  verifyAssertionResponse,
-  verifyAttestationResponse
+  GenerateAuthenticationOptionsOpts,
+  GenerateRegistrationOptionsOpts,
+  VerifiedAuthenticationResponse,
+  VerifiedRegistrationResponse,
+  VerifyAuthenticationResponseOpts,
+  VerifyRegistrationResponseOpts,
+  generateAuthenticationOptions,
+  generateRegistrationOptions,
+  verifyAuthenticationResponse,
+  verifyRegistrationResponse
 } from '@simplewebauthn/server';
 
 import {
@@ -46,10 +46,10 @@ export class WebAuthService {
     return this.configurationService.get('ROOT_URL');
   }
 
-  public async generateAttestationOptions() {
+  public async generateRegistrationOptions() {
     const user = this.request.user;
 
-    const opts: GenerateAttestationOptionsOpts = {
+    const opts: GenerateRegistrationOptionsOpts = {
       rpName: 'Ghostfolio',
       rpID: this.rpID,
       userID: user.id,
@@ -63,7 +63,7 @@ export class WebAuthService {
       }
     };
 
-    const options = generateAttestationOptions(opts);
+    const options = generateRegistrationOptions(opts);
 
     await this.userService.updateUser({
       data: {
@@ -84,27 +84,27 @@ export class WebAuthService {
     const user = this.request.user;
     const expectedChallenge = user.authChallenge;
 
-    let verification: VerifiedAttestation;
+    let verification: VerifiedRegistrationResponse;
     try {
-      const opts: VerifyAttestationResponseOpts = {
+      const opts: VerifyRegistrationResponseOpts = {
         credential,
         expectedChallenge,
         expectedOrigin: this.expectedOrigin,
         expectedRPID: this.rpID
       };
-      verification = await verifyAttestationResponse(opts);
+      verification = await verifyRegistrationResponse(opts);
     } catch (error) {
       console.error(error);
       throw new InternalServerErrorException(error.message);
     }
 
-    const { verified, attestationInfo } = verification;
+    const { registrationInfo, verified } = verification;
 
     const devices = await this.deviceService.authDevices({
       where: { userId: user.id }
     });
-    if (verified && attestationInfo) {
-      const { credentialPublicKey, credentialID, counter } = attestationInfo;
+    if (registrationInfo && verified) {
+      const { counter, credentialID, credentialPublicKey } = registrationInfo;
 
       let existingDevice = devices.find(
         (device) => device.credentialId === credentialID
@@ -115,9 +115,9 @@ export class WebAuthService {
          * Add the returned device to the user's list of devices
          */
         existingDevice = await this.deviceService.createAuthDevice({
+          counter,
           credentialPublicKey,
           credentialId: credentialID,
-          counter,
           User: { connect: { id: user.id } }
         });
       }
@@ -138,20 +138,20 @@ export class WebAuthService {
       throw new Error('Device not found');
     }
 
-    const opts: GenerateAssertionOptionsOpts = {
-      timeout: 60000,
+    const opts: GenerateAuthenticationOptionsOpts = {
       allowCredentials: [
         {
           id: device.credentialId,
-          type: 'public-key',
-          transports: ['internal']
+          transports: ['internal'],
+          type: 'public-key'
         }
       ],
-      userVerification: 'preferred',
-      rpID: this.rpID
+      rpID: this.rpID,
+      timeout: 60000,
+      userVerification: 'preferred'
     };
 
-    const options = generateAssertionOptions(opts);
+    const options = generateAuthenticationOptions(opts);
 
     await this.userService.updateUser({
       data: {
@@ -177,29 +177,29 @@ export class WebAuthService {
 
     const user = await this.userService.user({ id: device.userId });
 
-    let verification: VerifiedAssertion;
+    let verification: VerifiedAuthenticationResponse;
     try {
-      const opts: VerifyAssertionResponseOpts = {
+      const opts: VerifyAuthenticationResponseOpts = {
         credential,
-        expectedChallenge: `${user.authChallenge}`,
-        expectedOrigin: this.expectedOrigin,
-        expectedRPID: this.rpID,
         authenticator: {
           credentialID: device.credentialId,
           credentialPublicKey: device.credentialPublicKey,
           counter: device.counter
-        }
+        },
+        expectedChallenge: `${user.authChallenge}`,
+        expectedOrigin: this.expectedOrigin,
+        expectedRPID: this.rpID
       };
-      verification = verifyAssertionResponse(opts);
+      verification = verifyAuthenticationResponse(opts);
     } catch (error) {
       console.error(error);
       throw new InternalServerErrorException({ error: error.message });
     }
 
-    const { verified, assertionInfo } = verification;
+    const { verified, authenticationInfo } = verification;
 
     if (verified) {
-      device.counter = assertionInfo.newCounter;
+      device.counter = authenticationInfo.newCounter;
 
       await this.deviceService.updateAuthDevice({
         data: device,

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

@@ -1,6 +1,6 @@
 import { CacheService } from '@ghostfolio/api/app/cache/cache.service';
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import { Controller, Inject, Post, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';

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

@@ -2,29 +2,21 @@ 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 { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
-import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.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 { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
 
 import { CacheController } from './cache.controller';
 
 @Module({
-  imports: [RedisCacheModule],
+  imports: [DataProviderModule, ExchangeRateDataModule, RedisCacheModule],
   controllers: [CacheController],
   providers: [
-    AlphaVantageService,
     CacheService,
     ConfigurationService,
     DataGatheringService,
-    DataProviderService,
-    GhostfolioScraperApiService,
-    PrismaService,
-    RakutenRapidApiService,
-    YahooFinanceService
+    PrismaService
   ]
 })
 export class CacheModule {}

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

@@ -1,9 +1,9 @@
-import { Currency, Type } from '@prisma/client';
-import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
+import { Type } from '@prisma/client';
+import { IsISO8601, IsNumber, IsString } from 'class-validator';
 
 export class CreateOrderDto {
   @IsString()
-  currency: Currency;
+  currency: string;
 
   @IsISO8601()
   date: string;

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

@@ -1,7 +1,7 @@
 import { baseCurrency, benchmarks } from '@ghostfolio/common/config';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { isApiTokenAuthorized } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,

apps/api/src/app/experimental/interfaces/data.interface.ts

@@ -1,6 +1,4 @@
-import { Currency } from '@prisma/client';
-
 export interface Data {
-  currency: Currency;
+  currency: string;
   value: number;
 }

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

@@ -1,5 +1,5 @@
 import { Export } from '@ghostfolio/common/interfaces';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import { Controller, Get, Inject, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';

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

@@ -1,4 +1,3 @@
-import { CacheService } from '@ghostfolio/api/app/cache/cache.service';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
@@ -18,6 +17,6 @@ import { ExportService } from './export.service';
     RedisCacheModule
   ],
   controllers: [ExportController],
-  providers: [CacheService, ExportService]
+  providers: [ExportService]
 })
 export class ExportModule {}

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

@@ -1,7 +1,11 @@
+import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Order } from '@prisma/client';
-import { IsArray } from 'class-validator';
+import { Type } from 'class-transformer';
+import { IsArray, ValidateNested } from 'class-validator';
 
 export class ImportDataDto {
   @IsArray()
-  orders: Partial<Order>[];
+  @Type(() => CreateOrderDto)
+  @ValidateNested({ each: true })
+  orders: Order[];
 }

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

@@ -1,5 +1,5 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,
@@ -42,7 +42,10 @@ export class ImportController {
       console.error(error);
 
       throw new HttpException(
-        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        {
+          error: getReasonPhrase(StatusCodes.BAD_REQUEST),
+          message: [error.message]
+        },
         StatusCodes.BAD_REQUEST
       );
     }

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

@@ -1,11 +1,17 @@
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { Injectable } from '@nestjs/common';
 import { Order } from '@prisma/client';
-import { parseISO } from 'date-fns';
+import { isSameDay, parseISO } from 'date-fns';
 
 @Injectable()
 export class ImportService {
-  public constructor(private readonly orderService: OrderService) {}
+  private static MAX_ORDERS_TO_IMPORT = 20;
+
+  public constructor(
+    private readonly dataProviderService: DataProviderService,
+    private readonly orderService: OrderService
+  ) {}
 
   public async import({
     orders,
@@ -14,7 +20,10 @@ export class ImportService {
     orders: Partial<Order>[];
     userId: string;
   }): Promise<void> {
+    await this.validateOrders({ orders, userId });
+
     for (const {
+      accountId,
       currency,
       dataSource,
       date,
@@ -25,6 +34,11 @@ export class ImportService {
       unitPrice
     } of orders) {
       await this.orderService.createOrder({
+        Account: {
+          connect: {
+            id_userId: { userId, id: accountId }
+          }
+        },
         currency,
         dataSource,
         fee,
@@ -37,4 +51,53 @@ export class ImportService {
       });
     }
   }
+
+  private async validateOrders({
+    orders,
+    userId
+  }: {
+    orders: Partial<Order>[];
+    userId: string;
+  }) {
+    if (orders?.length > ImportService.MAX_ORDERS_TO_IMPORT) {
+      throw new Error('Too many transactions');
+    }
+
+    const existingOrders = await this.orderService.orders({
+      orderBy: { date: 'desc' },
+      where: { userId }
+    });
+
+    for (const [
+      index,
+      { currency, dataSource, date, fee, quantity, symbol, type, unitPrice }
+    ] of orders.entries()) {
+      const duplicateOrder = existingOrders.find((order) => {
+        return (
+          order.currency === currency &&
+          order.dataSource === dataSource &&
+          isSameDay(order.date, parseISO(<string>(<unknown>date))) &&
+          order.fee === fee &&
+          order.quantity === quantity &&
+          order.symbol === symbol &&
+          order.type === type &&
+          order.unitPrice === unitPrice
+        );
+      });
+
+      if (duplicateOrder) {
+        throw new Error(`orders.${index} is a duplicate transaction`);
+      }
+
+      const result = await this.dataProviderService.get([
+        { dataSource, symbol }
+      ]);
+
+      if (result[symbol] === undefined) {
+        throw new Error(
+          `orders.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
+        );
+      }
+    }
+  }
 }

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

@@ -1,10 +1,7 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
-import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
-import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.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 { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
+import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
@@ -14,6 +11,8 @@ import { InfoService } from './info.service';
 
 @Module({
   imports: [
+    DataProviderModule,
+    ExchangeRateDataModule,
     JwtModule.register({
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
@@ -21,15 +20,10 @@ import { InfoService } from './info.service';
   ],
   controllers: [InfoController],
   providers: [
-    AlphaVantageService,
     ConfigurationService,
     DataGatheringService,
-    DataProviderService,
-    GhostfolioScraperApiService,
     InfoService,
-    PrismaService,
-    RakutenRapidApiService,
-    YahooFinanceService
+    PrismaService
   ]
 })
 export class InfoModule {}

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

@@ -1,12 +1,13 @@
 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/data-provider.service';
+import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { InfoItem } from '@ghostfolio/common/interfaces';
 import { Subscription } from '@ghostfolio/common/interfaces/subscription.interface';
 import { permissions } from '@ghostfolio/common/permissions';
 import { Injectable } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
-import { Currency } from '@prisma/client';
 import * as bent from 'bent';
 import { subDays } from 'date-fns';
 
@@ -16,6 +17,8 @@ export class InfoService {
 
   public constructor(
     private readonly configurationService: ConfigurationService,
+    private readonly dataProviderService: DataProviderService,
+    private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly jwtService: JwtService,
     private readonly prismaService: PrismaService
@@ -56,9 +59,10 @@ export class InfoService {
       ...info,
       globalPermissions,
       platforms,
-      currencies: Object.values(Currency),
+      currencies: this.exchangeRateDataService.getCurrencies(),
       demoAuthToken: this.getDemoAuthToken(),
       lastDataGathering: await this.getLastDataGathering(),
+      primaryDataSource: this.dataProviderService.getPrimaryDataSource(),
       statistics: await this.getStatistics(),
       subscriptions: await this.getSubscriptions()
     };
@@ -90,6 +94,27 @@ export class InfoService {
     });
   }
 
+  private async countGitHubContributors(): Promise<number> {
+    try {
+      const get = bent(
+        `https://api.github.com/repos/ghostfolio/ghostfolio/contributors`,
+        'GET',
+        'json',
+        200,
+        {
+          'User-Agent': 'request'
+        }
+      );
+
+      const contributors = await get();
+      return contributors?.length;
+    } catch (error) {
+      console.error(error);
+
+      return undefined;
+    }
+  }
+
   private async countGitHubStargazers(): Promise<number> {
     try {
       const get = bent(
@@ -131,11 +156,13 @@ export class InfoService {
 
     const activeUsers1d = await this.countActiveUsers(1);
     const activeUsers30d = await this.countActiveUsers(30);
+    const gitHubContributors = await this.countGitHubContributors();
     const gitHubStargazers = await this.countGitHubStargazers();
 
     return {
       activeUsers1d,
       activeUsers30d,
+      gitHubContributors,
       gitHubStargazers
     };
   }

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

@@ -1,14 +1,14 @@
-import { Currency, DataSource, Type } from '@prisma/client';
-import { IsISO8601, IsNumber, IsString } from 'class-validator';
+import { DataSource, Type } from '@prisma/client';
+import { IsEnum, IsISO8601, IsNumber, IsString } from 'class-validator';
 
 export class CreateOrderDto {
   @IsString()
   accountId: string;
 
   @IsString()
-  currency: Currency;
+  currency: string;
 
-  @IsString()
+  @IsEnum(DataSource, { each: true })
   dataSource: DataSource;
 
   @IsISO8601()
@@ -23,7 +23,7 @@ export class CreateOrderDto {
   @IsString()
   symbol: string;
 
-  @IsString()
+  @IsEnum(Type, { each: true })
   type: Type;
 
   @IsNumber()

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

@@ -6,7 +6,7 @@ import {
   hasPermission,
   permissions
 } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,

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

@@ -56,7 +56,9 @@ export class OrderService {
       ]);
     }
 
-    this.dataGatheringService.gatherProfileData([data.symbol]);
+    this.dataGatheringService.gatherProfileData([
+      { dataSource: data.dataSource, symbol: data.symbol }
+    ]);
 
     await this.cacheService.flush();
 

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

@@ -1,12 +1,12 @@
-import { Currency, DataSource, Type } from '@prisma/client';
-import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
+import { DataSource, Type } from '@prisma/client';
+import { IsISO8601, IsNumber, IsString } from 'class-validator';
 
 export class UpdateOrderDto {
   @IsString()
   accountId: string;
 
   @IsString()
-  currency: Currency;
+  currency: string;
 
   @IsString()
   dataSource: DataSource;

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

@@ -1,6 +1,6 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
-import { Currency, MarketData } from '@prisma/client';
+import { DataSource, MarketData } from '@prisma/client';
 
 import { CurrentRateService } from './current-rate.service';
 import { MarketDataService } from './market-data.service';
@@ -14,6 +14,7 @@ jest.mock('./market-data.service', () => {
             date,
             symbol,
             createdAt: date,
+            dataSource: DataSource.YAHOO,
             id: 'aefcbe3a-ee10-4c4f-9f2d-8ffad7b05584',
             marketPrice: 1847.839966
           });
@@ -30,6 +31,7 @@ jest.mock('./market-data.service', () => {
           return Promise.resolve<MarketData[]>([
             {
               createdAt: dateRangeStart,
+              dataSource: DataSource.YAHOO,
               date: dateRangeStart,
               id: '8fa48fde-f397-4b0d-adbc-fb940e830e6d',
               marketPrice: 1841.823902,
@@ -37,6 +39,7 @@ jest.mock('./market-data.service', () => {
             },
             {
               createdAt: dateRangeEnd,
+              dataSource: DataSource.YAHOO,
               date: dateRangeEnd,
               id: '082d6893-df27-4c91-8a5d-092e84315b56',
               marketPrice: 1847.839966,
@@ -69,15 +72,8 @@ describe('CurrentRateService', () => {
   let marketDataService: MarketDataService;
 
   beforeAll(async () => {
-    dataProviderService = new DataProviderService(
-      null,
-      null,
-      null,
-      null,
-      null,
-      null
-    );
-    exchangeRateDataService = new ExchangeRateDataService(null);
+    dataProviderService = new DataProviderService(null, [], [], null);
+    exchangeRateDataService = new ExchangeRateDataService(null, null);
     marketDataService = new MarketDataService(null);
 
     await exchangeRateDataService.initialize();
@@ -92,10 +88,10 @@ describe('CurrentRateService', () => {
   it('getValue', async () => {
     expect(
       await currentRateService.getValue({
-        currency: Currency.USD,
+        currency: 'USD',
         date: new Date(Date.UTC(2020, 0, 1, 0, 0, 0)),
         symbol: 'AMZN',
-        userCurrency: Currency.CHF
+        userCurrency: 'CHF'
       })
     ).toMatchObject({
       marketPrice: 1847.839966
@@ -105,13 +101,13 @@ describe('CurrentRateService', () => {
   it('getValues', async () => {
     expect(
       await currentRateService.getValues({
-        currencies: { AMZN: Currency.USD },
+        currencies: { AMZN: 'USD' },
+        dataGatheringItems: [{ dataSource: DataSource.YAHOO, symbol: 'AMZN' }],
         dateQuery: {
           lt: new Date(Date.UTC(2020, 0, 2, 0, 0, 0)),
           gte: new Date(Date.UTC(2020, 0, 1, 0, 0, 0))
         },
-        symbols: ['AMZN'],
-        userCurrency: Currency.CHF
+        userCurrency: 'CHF'
       })
     ).toMatchObject([
       {

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

@@ -25,11 +25,16 @@ export class CurrentRateService {
     userCurrency
   }: GetValueParams): Promise<GetValueObject> {
     if (isToday(date)) {
-      const dataProviderResult = await this.dataProviderService.get([symbol]);
+      const dataProviderResult = await this.dataProviderService.get([
+        {
+          symbol,
+          dataSource: this.dataProviderService.getPrimaryDataSource()
+        }
+      ]);
       return {
+        symbol,
         date: resetHours(date),
-        marketPrice: dataProviderResult?.[symbol]?.marketPrice ?? 0,
-        symbol: symbol
+        marketPrice: dataProviderResult?.[symbol]?.marketPrice ?? 0
       };
     }
 
@@ -55,8 +60,8 @@ export class CurrentRateService {
 
   public async getValues({
     currencies,
+    dataGatheringItems,
     dateQuery,
-    symbols,
     userCurrency
   }: GetValuesParams): Promise<GetValueObject[]> {
     const includeToday =
@@ -75,24 +80,31 @@ export class CurrentRateService {
     if (includeToday) {
       const today = resetHours(new Date());
       promises.push(
-        this.dataProviderService.get(symbols).then((dataResultProvider) => {
-          const result = [];
-          for (const symbol of symbols) {
-            result.push({
-              symbol,
-              date: today,
-              marketPrice: this.exchangeRateDataService.toCurrency(
-                dataResultProvider?.[symbol]?.marketPrice ?? 0,
-                dataResultProvider?.[symbol]?.currency,
-                userCurrency
-              )
-            });
-          }
-          return result;
-        })
+        this.dataProviderService
+          .get(dataGatheringItems)
+          .then((dataResultProvider) => {
+            const result = [];
+            for (const dataGatheringItem of dataGatheringItems) {
+              result.push({
+                date: today,
+                marketPrice: this.exchangeRateDataService.toCurrency(
+                  dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice ??
+                    0,
+                  dataResultProvider?.[dataGatheringItem.symbol]?.currency,
+                  userCurrency
+                ),
+                symbol: dataGatheringItem.symbol
+              });
+            }
+            return result;
+          })
       );
     }
 
+    const symbols = dataGatheringItems.map((dataGatheringItem) => {
+      return dataGatheringItem.symbol;
+    });
+
     promises.push(
       this.marketDataService
         .getRange({

apps/api/src/app/portfolio/interfaces/current-positions.interface.ts

@@ -6,6 +6,9 @@ export interface CurrentPositions {
   positions: TimelinePosition[];
   grossPerformance: Big;
   grossPerformancePercentage: Big;
+  netAnnualizedPerformance: Big;
+  netPerformance: Big;
+  netPerformancePercentage: Big;
   currentValue: Big;
   totalInvestment: Big;
 }

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

@@ -1,8 +1,6 @@
-import { Currency } from '@prisma/client';
-
 export interface GetValueParams {
-  currency: Currency;
+  currency: string;
   date: Date;
   symbol: string;
-  userCurrency: Currency;
+  userCurrency: string;
 }

apps/api/src/app/portfolio/interfaces/get-values-params.interface.ts

@@ -1,10 +1,10 @@
-import { Currency } from '@prisma/client';
+import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 
 import { DateQuery } from './date-query.interface';
 
 export interface GetValuesParams {
-  currencies: { [symbol: string]: Currency };
+  currencies: { [symbol: string]: string };
+  dataGatheringItems: IDataGatheringItem[];
   dateQuery: DateQuery;
-  symbols: string[];
-  userCurrency: Currency;
+  userCurrency: string;
 }

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

@@ -1,10 +1,12 @@
 import { OrderType } from '@ghostfolio/api/models/order-type';
-import { Currency } from '@prisma/client';
+import { DataSource } from '@prisma/client';
 import Big from 'big.js';
 
 export interface PortfolioOrder {
-  currency: Currency;
+  currency: string;
   date: string;
+  dataSource: DataSource;
+  fee: Big;
   name: string;
   quantity: Big;
   symbol: string;

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

@@ -1,8 +1,6 @@
-import { Currency } from '@prisma/client';
-
 export interface PortfolioPositionDetail {
   averagePrice: number;
-  currency: Currency;
+  currency: string;
   firstBuyDate: string;
   grossPerformance: number;
   grossPerformancePercent: number;
@@ -11,6 +9,9 @@ export interface PortfolioPositionDetail {
   marketPrice: number;
   maxPrice: number;
   minPrice: number;
+  name: string;
+  netPerformance: number;
+  netPerformancePercent: number;
   quantity: number;
   symbol: string;
   transactionCount: number;

apps/api/src/app/portfolio/interfaces/timeline-period.interface.ts

@@ -4,5 +4,6 @@ export interface TimelinePeriod {
   date: string;
   grossPerformance: Big;
   investment: Big;
+  netPerformance: Big;
   value: Big;
 }

apps/api/src/app/portfolio/interfaces/transaction-point-symbol.interface.ts

@@ -1,8 +1,10 @@
-import { Currency } from '@prisma/client';
+import { DataSource } from '@prisma/client';
 import Big from 'big.js';
 
 export interface TransactionPointSymbol {
-  currency: Currency;
+  currency: string;
+  dataSource: DataSource;
+  fee: Big;
   firstBuyDate: string;
   investment: Big;
   quantity: Big;

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

@@ -1,12 +1,13 @@
 import { OrderType } from '@ghostfolio/api/models/order-type';
+import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper';
 import { TimelinePosition } from '@ghostfolio/common/interfaces';
-import { Currency } from '@prisma/client';
 import Big from 'big.js';
 import {
   addDays,
   addMonths,
   addYears,
+  differenceInDays,
   endOfDay,
   format,
   isAfter,
@@ -14,7 +15,7 @@ import {
   max,
   min
 } from 'date-fns';
-import { flatten } from 'lodash';
+import { flatten, isNumber } from 'lodash';
 
 import { CurrentRateService } from './current-rate.service';
 import { CurrentPositions } from './interfaces/current-positions.interface';
@@ -33,7 +34,7 @@ export class PortfolioCalculator {
 
   public constructor(
     private currentRateService: CurrentRateService,
-    private currency: Currency
+    private currency: string
   ) {}
 
   public computeTransactionPoints(orders: PortfolioOrder[]) {
@@ -58,6 +59,8 @@ export class PortfolioCalculator {
           .plus(oldAccumulatedSymbol.quantity);
         currentTransactionPointItem = {
           currency: order.currency,
+          dataSource: order.dataSource,
+          fee: order.fee.plus(oldAccumulatedSymbol.fee),
           firstBuyDate: oldAccumulatedSymbol.firstBuyDate,
           investment: newQuantity.eq(0)
             ? new Big(0)
@@ -72,6 +75,8 @@ export class PortfolioCalculator {
       } else {
         currentTransactionPointItem = {
           currency: order.currency,
+          dataSource: order.dataSource,
+          fee: order.fee,
           firstBuyDate: order.date,
           investment: unitPrice.mul(order.quantity).mul(factor),
           quantity: order.quantity.mul(factor),
@@ -101,6 +106,23 @@ export class PortfolioCalculator {
     }
   }
 
+  public getAnnualizedPerformancePercent({
+    daysInMarket,
+    netPerformancePercent
+  }: {
+    daysInMarket: number;
+    netPerformancePercent: Big;
+  }): Big {
+    if (isNumber(daysInMarket) && daysInMarket > 0) {
+      const exponent = new Big(365).div(daysInMarket).toNumber();
+      return new Big(
+        Math.pow(netPerformancePercent.plus(1).toNumber(), exponent)
+      ).minus(1);
+    }
+
+    return new Big(0);
+  }
+
   public getTransactionPoints(): TransactionPoint[] {
     return this.transactionPoints;
   }
@@ -112,11 +134,14 @@ export class PortfolioCalculator {
   public async getCurrentPositions(start: Date): Promise<CurrentPositions> {
     if (!this.transactionPoints?.length) {
       return {
+        currentValue: new Big(0),
         hasErrors: false,
-        positions: [],
         grossPerformance: new Big(0),
         grossPerformancePercentage: new Big(0),
-        currentValue: new Big(0),
+        netAnnualizedPerformance: new Big(0),
+        netPerformance: new Big(0),
+        netPerformancePercentage: new Big(0),
+        positions: [],
         totalInvestment: new Big(0)
       };
     }
@@ -130,12 +155,15 @@ export class PortfolioCalculator {
     let firstTransactionPoint: TransactionPoint = null;
     let firstIndex = this.transactionPoints.length;
     const dates = [];
-    const symbols = new Set<string>();
-    const currencies: { [symbol: string]: Currency } = {};
+    const dataGatheringItems: IDataGatheringItem[] = [];
+    const currencies: { [symbol: string]: string } = {};
 
     dates.push(resetHours(start));
     for (const item of this.transactionPoints[firstIndex - 1].items) {
-      symbols.add(item.symbol);
+      dataGatheringItems.push({
+        dataSource: item.dataSource,
+        symbol: item.symbol
+      });
       currencies[item.symbol] = item.currency;
     }
     for (let i = 0; i < this.transactionPoints.length; i++) {
@@ -155,10 +183,10 @@ export class PortfolioCalculator {
 
     const marketSymbols = await this.currentRateService.getValues({
       currencies,
+      dataGatheringItems,
       dateQuery: {
         in: dates
       },
-      symbols: Array.from(symbols),
       userCurrency: this.currency
     });
 
@@ -181,7 +209,9 @@ export class PortfolioCalculator {
     const startString = format(start, DATE_FORMAT);
 
     const holdingPeriodReturns: { [symbol: string]: Big } = {};
+    const netHoldingPeriodReturns: { [symbol: string]: Big } = {};
     const grossPerformance: { [symbol: string]: Big } = {};
+    const netPerformance: { [symbol: string]: Big } = {};
     const todayString = format(today, DATE_FORMAT);
 
     if (firstIndex > 0) {
@@ -190,6 +220,7 @@ export class PortfolioCalculator {
     const invalidSymbols = [];
     const lastInvestments: { [symbol: string]: Big } = {};
     const lastQuantities: { [symbol: string]: Big } = {};
+    const lastFees: { [symbol: string]: Big } = {};
     const initialValues: { [symbol: string]: Big } = {};
 
     for (let i = firstIndex; i < this.transactionPoints.length; i++) {
@@ -202,10 +233,6 @@ export class PortfolioCalculator {
 
       const items = this.transactionPoints[i].items;
       for (const item of items) {
-        let oldHoldingPeriodReturn = holdingPeriodReturns[item.symbol];
-        if (!oldHoldingPeriodReturn) {
-          oldHoldingPeriodReturn = new Big(1);
-        }
         if (!marketSymbolMap[nextDate]?.[item.symbol]) {
           invalidSymbols.push(item.symbol);
           hasErrors = true;
@@ -224,6 +251,13 @@ export class PortfolioCalculator {
         const itemValue = marketSymbolMap[currentDate]?.[item.symbol];
         let initialValue = itemValue?.mul(lastQuantity);
         let investedValue = itemValue?.mul(item.quantity);
+        const isFirstOrderAndIsStartBeforeCurrentDate =
+          i === firstIndex &&
+          isBefore(parseDate(this.transactionPoints[i].date), start);
+        const lastFee: Big = lastFees[item.symbol] ?? new Big(0);
+        const fee = isFirstOrderAndIsStartBeforeCurrentDate
+          ? new Big(0)
+          : item.fee.minus(lastFee);
         if (!isAfter(parseDate(currentDate), parseDate(item.firstBuyDate))) {
           initialValue = item.investment;
           investedValue = item.investment;
@@ -247,18 +281,26 @@ export class PortfolioCalculator {
           );
 
           const holdingPeriodReturn = endValue.div(initialValue.plus(cashFlow));
-          holdingPeriodReturns[item.symbol] =
-            oldHoldingPeriodReturn.mul(holdingPeriodReturn);
-          let oldGrossPerformance = grossPerformance[item.symbol];
-          if (!oldGrossPerformance) {
-            oldGrossPerformance = new Big(0);
-          }
-          const currentPerformance = endValue.minus(investedValue);
-          grossPerformance[item.symbol] =
-            oldGrossPerformance.plus(currentPerformance);
+          holdingPeriodReturns[item.symbol] = (
+            holdingPeriodReturns[item.symbol] ?? new Big(1)
+          ).mul(holdingPeriodReturn);
+          grossPerformance[item.symbol] = (
+            grossPerformance[item.symbol] ?? new Big(0)
+          ).plus(endValue.minus(investedValue));
+
+          const netHoldingPeriodReturn = endValue.div(
+            initialValue.plus(cashFlow).plus(fee)
+          );
+          netHoldingPeriodReturns[item.symbol] = (
+            netHoldingPeriodReturns[item.symbol] ?? new Big(1)
+          ).mul(netHoldingPeriodReturn);
+          netPerformance[item.symbol] = (
+            netPerformance[item.symbol] ?? new Big(0)
+          ).plus(endValue.minus(investedValue).minus(fee));
         }
         lastInvestments[item.symbol] = item.investment;
         lastQuantities[item.symbol] = item.quantity;
+        lastFees[item.symbol] = item.fee;
       }
     }
 
@@ -272,6 +314,7 @@ export class PortfolioCalculator {
           ? new Big(0)
           : item.investment.div(item.quantity),
         currency: item.currency,
+        dataSource: item.dataSource,
         firstBuyDate: item.firstBuyDate,
         grossPerformance: isValid
           ? grossPerformance[item.symbol] ?? null
@@ -282,15 +325,17 @@ export class PortfolioCalculator {
             : null,
         investment: item.investment,
         marketPrice: marketValue?.toNumber() ?? null,
+        netPerformance: isValid ? netPerformance[item.symbol] ?? null : null,
+        netPerformancePercentage:
+          isValid && netHoldingPeriodReturns[item.symbol]
+            ? netHoldingPeriodReturns[item.symbol].minus(1)
+            : null,
         quantity: item.quantity,
         symbol: item.symbol,
         transactionCount: item.transactionCount
       });
     }
-    const overall = this.calculateOverallGrossPerformance(
-      positions,
-      initialValues
-    );
+    const overall = this.calculateOverallPerformance(positions, initialValues);
 
     return {
       ...overall,
@@ -378,7 +423,7 @@ export class PortfolioCalculator {
     return flatten(timelinePeriods);
   }
 
-  private calculateOverallGrossPerformance(
+  private calculateOverallPerformance(
     positions: TimelinePosition[],
     initialValues: { [p: string]: Big }
   ) {
@@ -387,7 +432,14 @@ export class PortfolioCalculator {
     let totalInvestment = new Big(0);
     let grossPerformance = new Big(0);
     let grossPerformancePercentage = new Big(0);
+    let netPerformance = new Big(0);
+    let netPerformancePercentage = new Big(0);
     let completeInitialValue = new Big(0);
+    let netAnnualizedPerformance = new Big(0);
+
+    // use Date.now() to use the mock for today
+    const today = new Date(Date.now());
+
     for (const currentPosition of positions) {
       if (currentPosition.marketPrice) {
         currentValue = currentValue.add(
@@ -401,6 +453,7 @@ export class PortfolioCalculator {
         grossPerformance = grossPerformance.plus(
           currentPosition.grossPerformance
         );
+        netPerformance = netPerformance.plus(currentPosition.netPerformance);
       } else if (!currentPosition.quantity.eq(0)) {
         hasErrors = true;
       }
@@ -414,6 +467,18 @@ export class PortfolioCalculator {
         grossPerformancePercentage = grossPerformancePercentage.plus(
           currentPosition.grossPerformancePercentage.mul(currentInitialValue)
         );
+        netAnnualizedPerformance = netAnnualizedPerformance.plus(
+          this.getAnnualizedPerformancePercent({
+            daysInMarket: differenceInDays(
+              today,
+              parseDate(currentPosition.firstBuyDate)
+            ),
+            netPerformancePercent: currentPosition.netPerformancePercentage
+          }).mul(currentInitialValue)
+        );
+        netPerformancePercentage = netPerformancePercentage.plus(
+          currentPosition.netPerformancePercentage.mul(currentInitialValue)
+        );
       } else if (!currentPosition.quantity.eq(0)) {
         console.error(
           `Initial value is missing for symbol ${currentPosition.symbol}`
@@ -425,6 +490,10 @@ export class PortfolioCalculator {
     if (!completeInitialValue.eq(0)) {
       grossPerformancePercentage =
         grossPerformancePercentage.div(completeInitialValue);
+      netPerformancePercentage =
+        netPerformancePercentage.div(completeInitialValue);
+      netAnnualizedPerformance =
+        netAnnualizedPerformance.div(completeInitialValue);
     }
 
     return {
@@ -432,6 +501,9 @@ export class PortfolioCalculator {
       grossPerformance,
       grossPerformancePercentage,
       hasErrors,
+      netAnnualizedPerformance,
+      netPerformance,
+      netPerformancePercentage,
       totalInvestment
     };
   }
@@ -442,30 +514,35 @@ export class PortfolioCalculator {
     endDate: Date
   ): Promise<TimelinePeriod[]> {
     let investment: Big = new Big(0);
+    let fees: Big = new Big(0);
 
     const marketSymbolMap: {
       [date: string]: { [symbol: string]: Big };
     } = {};
     if (j >= 0) {
-      const currencies: { [name: string]: Currency } = {};
-      const symbols: string[] = [];
+      const currencies: { [name: string]: string } = {};
+      const dataGatheringItems: IDataGatheringItem[] = [];
 
       for (const item of this.transactionPoints[j].items) {
         currencies[item.symbol] = item.currency;
-        symbols.push(item.symbol);
+        dataGatheringItems.push({
+          dataSource: item.dataSource,
+          symbol: item.symbol
+        });
         investment = investment.add(item.investment);
+        fees = fees.add(item.fee);
       }
 
       let marketSymbols: GetValueObject[] = [];
-      if (symbols.length > 0) {
+      if (dataGatheringItems.length > 0) {
         try {
           marketSymbols = await this.currentRateService.getValues({
+            currencies,
+            dataGatheringItems,
             dateQuery: {
               gte: startDate,
               lt: endOfDay(endDate)
             },
-            symbols,
-            currencies,
             userCurrency: this.currency
           });
         } catch (error) {
@@ -490,7 +567,7 @@ export class PortfolioCalculator {
       }
     }
 
-    const results = [];
+    const results: TimelinePeriod[] = [];
     for (
       let currentDate = startDate;
       isBefore(currentDate, endDate);
@@ -513,11 +590,13 @@ export class PortfolioCalculator {
         }
       }
       if (!invalid) {
+        const grossPerformance = value.minus(investment);
         const result = {
-          date: currentDateAsString,
-          grossPerformance: value.minus(investment),
+          grossPerformance,
           investment,
-          value
+          value,
+          date: currentDateAsString,
+          netPerformance: grossPerformance.minus(fees)
         };
         results.push(result);
       }

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

@@ -1,17 +1,21 @@
+import { AccessService } from '@ghostfolio/api/app/access/access.service';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import {
   hasNotDefinedValuesInObject,
   nullifyValuesInObject
 } from '@ghostfolio/api/helper/object.helper';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { baseCurrency } from '@ghostfolio/common/config';
 import {
   PortfolioDetails,
   PortfolioPerformance,
+  PortfolioPublicDetails,
   PortfolioReport,
   PortfolioSummary
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
   Get,
@@ -38,6 +42,8 @@ import { PortfolioService } from './portfolio.service';
 @Controller('portfolio')
 export class PortfolioController {
   public constructor(
+    private readonly accessService: AccessService,
+    private readonly configurationService: ConfigurationService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly portfolioService: PortfolioService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
@@ -47,8 +53,17 @@ export class PortfolioController {
   @Get('investments')
   @UseGuards(AuthGuard('jwt'))
   public async findAll(
-    @Headers('impersonation-id') impersonationId
+    @Headers('impersonation-id') impersonationId,
+    @Res() res: Response
   ): Promise<InvestmentItem[]> {
+    if (
+      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      this.request.user.subscription.type === 'Basic'
+    ) {
+      res.status(StatusCodes.FORBIDDEN);
+      return <any>res.json([]);
+    }
+
     let investments = await this.portfolioService.getInvestments(
       impersonationId
     );
@@ -68,7 +83,7 @@ export class PortfolioController {
       }));
     }
 
-    return investments;
+    return <any>res.json(investments);
   }
 
   @Get('chart')
@@ -125,8 +140,20 @@ export class PortfolioController {
     @Query('range') range,
     @Res() res: Response
   ): Promise<PortfolioDetails> {
+    if (
+      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      this.request.user.subscription.type === 'Basic'
+    ) {
+      res.status(StatusCodes.FORBIDDEN);
+      return <any>res.json({ accounts: {}, holdings: {} });
+    }
+
     const { accounts, holdings, hasErrors } =
-      await this.portfolioService.getDetails(impersonationId, range);
+      await this.portfolioService.getDetails(
+        impersonationId,
+        this.request.user.id,
+        range
+      );
 
     if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
       res.status(StatusCodes.ACCEPTED);
@@ -156,8 +183,9 @@ export class PortfolioController {
         portfolioPosition.grossPerformance = null;
         portfolioPosition.investment =
           portfolioPosition.investment / totalInvestment;
-
+        portfolioPosition.netPerformance = null;
         portfolioPosition.quantity = null;
+        portfolioPosition.value = portfolioPosition.value / totalValue;
       }
 
       for (const [name, { current, original }] of Object.entries(accounts)) {
@@ -223,6 +251,7 @@ export class PortfolioController {
         return nullifyValuesInObject(position, [
           'grossPerformance',
           'investment',
+          'netPerformance',
           'quantity'
         ]);
       });
@@ -231,6 +260,59 @@ export class PortfolioController {
     return <any>res.json(result);
   }
 
+  @Get('public/:accessId')
+  public async getPublic(
+    @Param('accessId') accessId,
+    @Res() res: Response
+  ): Promise<PortfolioPublicDetails> {
+    const access = await this.accessService.access({ id: accessId });
+
+    if (!access) {
+      res.status(StatusCodes.NOT_FOUND);
+      return <any>res.json({ accounts: {}, holdings: {} });
+    }
+
+    const { hasErrors, holdings } = await this.portfolioService.getDetails(
+      access.userId,
+      access.userId
+    );
+
+    const portfolioPublicDetails: PortfolioPublicDetails = {
+      holdings: {}
+    };
+
+    if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
+      res.status(StatusCodes.ACCEPTED);
+    }
+
+    const totalValue = Object.values(holdings)
+      .filter((holding) => {
+        return holding.assetClass === 'EQUITY';
+      })
+      .map((portfolioPosition) => {
+        return this.exchangeRateDataService.toCurrency(
+          portfolioPosition.quantity * portfolioPosition.marketPrice,
+          portfolioPosition.currency,
+          this.request.user?.Settings?.currency ?? baseCurrency
+        );
+      })
+      .reduce((a, b) => a + b, 0);
+
+    for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
+      if (portfolioPosition.assetClass === 'EQUITY') {
+        portfolioPublicDetails.holdings[symbol] = {
+          allocationCurrent: portfolioPosition.allocationCurrent,
+          countries: [],
+          name: portfolioPosition.name,
+          sectors: [],
+          value: portfolioPosition.value / totalValue
+        };
+      }
+    }
+
+    return <any>res.json(portfolioPublicDetails);
+  }
+
   @Get('summary')
   @UseGuards(AuthGuard('jwt'))
   public async getSummary(
@@ -246,6 +328,7 @@ export class PortfolioController {
         'cash',
         'committedFunds',
         'currentGrossPerformance',
+        'currentNetPerformance',
         'currentValue',
         'fees',
         'netWorth',
@@ -276,6 +359,7 @@ export class PortfolioController {
         position = nullifyValuesInObject(position, [
           'grossPerformance',
           'investment',
+          'netPerformance',
           'quantity'
         ]);
       }
@@ -292,8 +376,19 @@ export class PortfolioController {
   @Get('report')
   @UseGuards(AuthGuard('jwt'))
   public async getReport(
-    @Headers('impersonation-id') impersonationId
+    @Headers('impersonation-id') impersonationId,
+    @Res() res: Response
   ): Promise<PortfolioReport> {
-    return await this.portfolioService.getReport(impersonationId);
+    if (
+      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      this.request.user.subscription.type === 'Basic'
+    ) {
+      res.status(StatusCodes.FORBIDDEN);
+      return <any>res.json({ rules: [] });
+    }
+
+    return <any>(
+      res.json(await this.portfolioService.getReport(impersonationId))
+    );
   }
 }

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

@@ -1,3 +1,4 @@
+import { AccessModule } from '@ghostfolio/api/app/access/access.module';
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
@@ -18,6 +19,7 @@ import { RulesService } from './rules.service';
 
 @Module({
   imports: [
+    AccessModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,

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

@@ -1,3 +1,5 @@
+// TODO ///////////
+
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CashDetails } from '@ghostfolio/api/app/account/interfaces/cash-details.interface';
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
@@ -21,31 +23,29 @@ import { ImpersonationService } from '@ghostfolio/api/services/impersonation.ser
 import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
-import { UNKNOWN_KEY, ghostfolioCashSymbol } from '@ghostfolio/common/config';
+import {
+  UNKNOWN_KEY,
+  baseCurrency,
+  ghostfolioCashSymbol
+} from '@ghostfolio/common/config';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import {
   PortfolioDetails,
   PortfolioPerformance,
-  PortfolioPosition,
   PortfolioReport,
   PortfolioSummary,
   Position,
   TimelinePosition
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
-import {
+import type {
   DateRange,
   OrderWithAccount,
   RequestWithUser
 } from '@ghostfolio/common/types';
 import { Inject, Injectable } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
-import {
-  AssetClass,
-  Currency,
-  DataSource,
-  Type as TypeOfOrder
-} from '@prisma/client';
+import { AssetClass, DataSource, Type as TypeOfOrder } from '@prisma/client';
 import Big from 'big.js';
 import {
   endOfToday,
@@ -84,7 +84,7 @@ export class PortfolioService {
   public async getInvestments(
     aImpersonationId: string
   ): Promise<InvestmentItem[]> {
-    const userId = await this.getUserId(aImpersonationId);
+    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
     const portfolioCalculator = new PortfolioCalculator(
       this.currentRateService,
@@ -112,7 +112,7 @@ export class PortfolioService {
     aImpersonationId: string,
     aDateRange: DateRange = 'max'
   ): Promise<HistoricalDataItem[]> {
-    const userId = await this.getUserId(aImpersonationId);
+    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
     const portfolioCalculator = new PortfolioCalculator(
       this.currentRateService,
@@ -148,17 +148,18 @@ export class PortfolioService {
       .map((timelineItem) => ({
         date: timelineItem.date,
         marketPrice: timelineItem.value,
-        value: timelineItem.grossPerformance.toNumber()
+        value: timelineItem.netPerformance.toNumber()
       }));
   }
 
   public async getDetails(
     aImpersonationId: string,
+    aUserId: string,
     aDateRange: DateRange = 'max'
   ): Promise<PortfolioDetails & { hasErrors: boolean }> {
-    const userId = await this.getUserId(aImpersonationId);
+    const userId = await this.getUserId(aImpersonationId, aUserId);
 
-    const userCurrency = this.request.user.Settings.currency;
+    const userCurrency = this.request.user?.Settings?.currency ?? baseCurrency;
     const portfolioCalculator = new PortfolioCalculator(
       this.currentRateService,
       userCurrency
@@ -191,12 +192,18 @@ export class PortfolioService {
     );
     const totalValue = currentPositions.currentValue.plus(cashDetails.balance);
 
+    const dataGatheringItems = currentPositions.positions.map((position) => {
+      return {
+        dataSource: position.dataSource,
+        symbol: position.symbol
+      };
+    });
     const symbols = currentPositions.positions.map(
       (position) => position.symbol
     );
 
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
-      this.dataProviderService.get(symbols),
+      this.dataProviderService.get(dataGatheringItems),
       this.symbolProfileService.getSymbolProfiles(symbols)
     ]);
 
@@ -234,6 +241,8 @@ export class PortfolioService {
         marketPrice: item.marketPrice,
         marketState: dataProviderResponse.marketState,
         name: symbolProfile.name,
+        netPerformance: item.netPerformance?.toNumber() ?? 0,
+        netPerformancePercent: item.netPerformancePercentage?.toNumber() ?? 0,
         quantity: item.quantity.toNumber(),
         sectors: symbolProfile.sectors,
         symbol: item.symbol,
@@ -263,7 +272,7 @@ export class PortfolioService {
     aImpersonationId: string,
     aSymbol: string
   ): Promise<PortfolioPositionDetail> {
-    const userId = await this.getUserId(aImpersonationId);
+    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
     const orders = (await this.orderService.getOrders({ userId })).filter(
       (order) => order.symbol === aSymbol
@@ -281,6 +290,9 @@ export class PortfolioService {
         marketPrice: undefined,
         maxPrice: undefined,
         minPrice: undefined,
+        name: undefined,
+        netPerformance: undefined,
+        netPerformancePercent: undefined,
         quantity: undefined,
         symbol: aSymbol,
         transactionCount: undefined
@@ -288,10 +300,13 @@ export class PortfolioService {
     }
 
     const positionCurrency = orders[0].currency;
+    const name = orders[0].SymbolProfile?.name ?? '';
 
     const portfolioOrders: PortfolioOrder[] = orders.map((order) => ({
       currency: order.currency,
+      dataSource: order.dataSource,
       date: format(order.date, DATE_FORMAT),
+      fee: new Big(order.fee),
       name: order.SymbolProfile?.name,
       quantity: new Big(order.quantity),
       symbol: order.symbol,
@@ -319,13 +334,14 @@ export class PortfolioService {
       const {
         averagePrice,
         currency,
+        dataSource,
         firstBuyDate,
         marketPrice,
         quantity,
         transactionCount
       } = position;
 
-      // Convert investment and gross performance to currency of user
+      // Convert investment, gross and net performance to currency of user
       const userCurrency = this.request.user.Settings.currency;
       const investment = this.exchangeRateDataService.toCurrency(
         position.investment.toNumber(),
@@ -337,9 +353,14 @@ export class PortfolioService {
         currency,
         userCurrency
       );
+      const netPerformance = this.exchangeRateDataService.toCurrency(
+        position.netPerformance.toNumber(),
+        currency,
+        userCurrency
+      );
 
       const historicalData = await this.dataProviderService.getHistorical(
-        [aSymbol],
+        [{ dataSource, symbol: aSymbol }],
         'day',
         parseISO(firstBuyDate),
         new Date()
@@ -398,19 +419,24 @@ export class PortfolioService {
         marketPrice,
         maxPrice,
         minPrice,
+        name,
+        netPerformance,
         transactionCount,
         averagePrice: averagePrice.toNumber(),
         grossPerformancePercent: position.grossPerformancePercentage.toNumber(),
         historicalData: historicalDataArray,
+        netPerformancePercent: position.netPerformancePercentage.toNumber(),
         quantity: quantity.toNumber(),
         symbol: aSymbol
       };
     } else {
-      const currentData = await this.dataProviderService.get([aSymbol]);
+      const currentData = await this.dataProviderService.get([
+        { dataSource: DataSource.YAHOO, symbol: aSymbol }
+      ]);
       const marketPrice = currentData[aSymbol]?.marketPrice;
 
       let historicalData = await this.dataProviderService.getHistorical(
-        [aSymbol],
+        [{ dataSource: DataSource.YAHOO, symbol: aSymbol }],
         'day',
         portfolioStart,
         new Date()
@@ -444,6 +470,7 @@ export class PortfolioService {
         marketPrice,
         maxPrice,
         minPrice,
+        name,
         averagePrice: 0,
         currency: currentData[aSymbol]?.currency,
         firstBuyDate: undefined,
@@ -451,6 +478,8 @@ export class PortfolioService {
         grossPerformancePercent: undefined,
         historicalData: historicalDataArray,
         investment: 0,
+        netPerformance: undefined,
+        netPerformancePercent: undefined,
         quantity: 0,
         symbol: aSymbol,
         transactionCount: undefined
@@ -462,7 +491,7 @@ export class PortfolioService {
     aImpersonationId: string,
     aDateRange: DateRange = 'max'
   ): Promise<{ hasErrors: boolean; positions: Position[] }> {
-    const userId = await this.getUserId(aImpersonationId);
+    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
     const portfolioCalculator = new PortfolioCalculator(
       this.currentRateService,
@@ -489,10 +518,16 @@ export class PortfolioService {
     const positions = currentPositions.positions.filter(
       (item) => !item.quantity.eq(0)
     );
+    const dataGatheringItem = positions.map((position) => {
+      return {
+        dataSource: position.dataSource,
+        symbol: position.symbol
+      };
+    });
     const symbols = positions.map((position) => position.symbol);
 
     const [dataProviderResponses, symbolProfiles] = await Promise.all([
-      this.dataProviderService.get(symbols),
+      this.dataProviderService.get(dataGatheringItem),
       this.symbolProfileService.getSymbolProfiles(symbols)
     ]);
 
@@ -514,6 +549,9 @@ export class PortfolioService {
           investment: new Big(position.investment).toNumber(),
           marketState: dataProviderResponses[position.symbol].marketState,
           name: symbolProfileMap[position.symbol].name,
+          netPerformance: position.netPerformance?.toNumber() ?? null,
+          netPerformancePercentage:
+            position.netPerformancePercentage?.toNumber() ?? null,
           quantity: new Big(position.quantity).toNumber()
         };
       })
@@ -524,7 +562,7 @@ export class PortfolioService {
     aImpersonationId: string,
     aDateRange: DateRange = 'max'
   ): Promise<{ hasErrors: boolean; performance: PortfolioPerformance }> {
-    const userId = await this.getUserId(aImpersonationId);
+    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
     const portfolioCalculator = new PortfolioCalculator(
       this.currentRateService,
@@ -537,8 +575,11 @@ export class PortfolioService {
       return {
         hasErrors: false,
         performance: {
+          annualizedPerformancePercent: 0,
           currentGrossPerformance: 0,
           currentGrossPerformancePercent: 0,
+          currentNetPerformance: 0,
+          currentNetPerformancePercent: 0,
           currentValue: 0
         }
       };
@@ -553,16 +594,25 @@ export class PortfolioService {
     );
 
     const hasErrors = currentPositions.hasErrors;
+    const annualizedPerformancePercent =
+      currentPositions.netAnnualizedPerformance.toNumber();
     const currentValue = currentPositions.currentValue.toNumber();
     const currentGrossPerformance =
       currentPositions.grossPerformance.toNumber();
     const currentGrossPerformancePercent =
       currentPositions.grossPerformancePercentage.toNumber();
+    const currentNetPerformance = currentPositions.netPerformance.toNumber();
+    const currentNetPerformancePercent =
+      currentPositions.netPerformancePercentage.toNumber();
+
     return {
       hasErrors: currentPositions.hasErrors || hasErrors,
       performance: {
+        annualizedPerformancePercent,
         currentGrossPerformance,
         currentGrossPerformancePercent,
+        currentNetPerformance,
+        currentNetPerformancePercent,
         currentValue: currentValue
       }
     };
@@ -585,8 +635,8 @@ export class PortfolioService {
   }
 
   public async getReport(impersonationId: string): Promise<PortfolioReport> {
-    const userId = await this.getUserId(impersonationId);
-    const baseCurrency = this.request.user.Settings.currency;
+    const currency = this.request.user.Settings.currency;
+    const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { orders, transactionPoints } = await this.getTransactionPoints({
       userId
@@ -600,7 +650,7 @@ export class PortfolioService {
 
     const portfolioCalculator = new PortfolioCalculator(
       this.currentRateService,
-      this.request.user.Settings.currency
+      currency
     );
     portfolioCalculator.setTransactionPoints(transactionPoints);
 
@@ -616,7 +666,7 @@ export class PortfolioService {
     const accounts = await this.getAccounts(
       orders,
       portfolioItemsNow,
-      baseCurrency,
+      currency,
       userId
     );
     return {
@@ -636,7 +686,7 @@ export class PortfolioService {
               accounts
             )
           ],
-          { baseCurrency }
+          { baseCurrency: currency }
         ),
         currencyClusterRisk: await this.rulesService.evaluate(
           [
@@ -657,7 +707,7 @@ export class PortfolioService {
               currentPositions
             )
           ],
-          { baseCurrency }
+          { baseCurrency: currency }
         ),
         fees: await this.rulesService.evaluate(
           [
@@ -667,7 +717,7 @@ export class PortfolioService {
               this.getFees(orders)
             )
           ],
-          { baseCurrency }
+          { baseCurrency: currency }
         )
       }
     };
@@ -675,7 +725,7 @@ export class PortfolioService {
 
   public async getSummary(aImpersonationId: string): Promise<PortfolioSummary> {
     const currency = this.request.user.Settings.currency;
-    const userId = await this.getUserId(aImpersonationId);
+    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
     const performanceInformation = await this.getPerformance(aImpersonationId);
 
@@ -726,13 +776,15 @@ export class PortfolioService {
       assetClass: AssetClass.CASH,
       assetSubClass: AssetClass.CASH,
       countries: [],
-      currency: Currency.CHF,
+      currency: 'CHF',
       grossPerformance: 0,
       grossPerformancePercent: 0,
       investment: cashValue.toNumber(),
       marketPrice: 0,
       marketState: MarketState.open,
       name: 'Cash',
+      netPerformance: 0,
+      netPerformancePercent: 0,
       quantity: 0,
       sectors: [],
       symbol: ghostfolioCashSymbol,
@@ -775,10 +827,18 @@ export class PortfolioService {
       return { transactionPoints: [], orders: [] };
     }
 
-    const userCurrency = this.request.user.Settings.currency;
+    const userCurrency = this.request.user?.Settings?.currency ?? baseCurrency;
     const portfolioOrders: PortfolioOrder[] = orders.map((order) => ({
       currency: order.currency,
+      dataSource: order.dataSource,
       date: format(order.date, DATE_FORMAT),
+      fee: new Big(
+        this.exchangeRateDataService.toCurrency(
+          order.fee,
+          order.currency,
+          userCurrency
+        )
+      ),
       name: order.SymbolProfile?.name,
       quantity: new Big(order.quantity),
       symbol: order.symbol,
@@ -806,7 +866,7 @@ export class PortfolioService {
   private async getAccounts(
     orders: OrderWithAccount[],
     portfolioItemsNow: { [p: string]: TimelinePosition },
-    userCurrency: Currency,
+    userCurrency: string,
     userId: string
   ) {
     const accounts: PortfolioDetails['accounts'] = {};
@@ -867,19 +927,19 @@ export class PortfolioService {
     return accounts;
   }
 
-  private async getUserId(aImpersonationId: string) {
+  private async getUserId(aImpersonationId: string, aUserId: string) {
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(
         aImpersonationId,
-        this.request.user.id
+        aUserId
       );
 
-    return impersonationUserId || this.request.user.id;
+    return impersonationUserId || aUserId;
   }
 
   private getTotalByType(
     orders: OrderWithAccount[],
-    currency: Currency,
+    currency: string,
     type: TypeOfOrder
   ) {
     return orders

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

@@ -1,7 +1,6 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 import { Rule } from '@ghostfolio/api/models/rule';
 import { Injectable } from '@nestjs/common';
-import { Currency } from '@prisma/client';
 
 @Injectable()
 export class RulesService {
@@ -9,7 +8,7 @@ export class RulesService {
 
   public async evaluate<T extends RuleSettings>(
     aRules: Rule<T>[],
-    aUserSettings: { baseCurrency: Currency }
+    aUserSettings: { baseCurrency: string }
   ) {
     return aRules
       .filter((rule) => {

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

@@ -1,5 +1,5 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,

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

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

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

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

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

@@ -1,4 +1,4 @@
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
   Get,
@@ -10,6 +10,7 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
+import { DataSource } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { isEmpty } from 'lodash';
 
@@ -46,10 +47,20 @@ export class SymbolController {
   /**
    * Must be after /lookup
    */
-  @Get(':symbol')
+  @Get(':dataSource/:symbol')
   @UseGuards(AuthGuard('jwt'))
-  public async getPosition(@Param('symbol') symbol): Promise<SymbolItem> {
-    const result = await this.symbolService.get(symbol);
+  public async getSymbolData(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ): Promise<SymbolItem> {
+    if (!DataSource[dataSource]) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    const result = await this.symbolService.get({ dataSource, symbol });
 
     if (!result || isEmpty(result)) {
       throw new HttpException(

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

@@ -1,7 +1,8 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
+import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Injectable } from '@nestjs/common';
-import { Currency, DataSource } from '@prisma/client';
+import { DataSource } from '@prisma/client';
 
 import { LookupItem } from './interfaces/lookup-item.interface';
 import { SymbolItem } from './interfaces/symbol-item.interface';
@@ -13,15 +14,15 @@ export class SymbolService {
     private readonly prismaService: PrismaService
   ) {}
 
-  public async get(aSymbol: string): Promise<SymbolItem> {
-    const response = await this.dataProviderService.get([aSymbol]);
-    const { currency, dataSource, marketPrice } = response[aSymbol] ?? {};
+  public async get(dataGatheringItem: IDataGatheringItem): Promise<SymbolItem> {
+    const response = await this.dataProviderService.get([dataGatheringItem]);
+    const { currency, marketPrice } = response[dataGatheringItem.symbol] ?? {};
 
-    if (currency && dataSource && marketPrice) {
+    if (dataGatheringItem.dataSource && marketPrice) {
       return {
-        dataSource,
+        currency,
         marketPrice,
-        currency: <Currency>(<unknown>currency)
+        dataSource: dataGatheringItem.dataSource
       };
     }
 

apps/api/src/app/user/interfaces/user-settings-params.interface.ts

@@ -1,7 +1,7 @@
-import { Currency, ViewMode } from '@prisma/client';
+import { ViewMode } from '@prisma/client';
 
 export interface UserSettingsParams {
-  currency?: Currency;
+  currency?: string;
   userId: string;
   viewMode?: ViewMode;
 }

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

@@ -1,9 +1,9 @@
-import { Currency, ViewMode } from '@prisma/client';
+import { ViewMode } from '@prisma/client';
 import { IsString } from 'class-validator';
 
 export class UpdateUserSettingsDto {
   @IsString()
-  baseCurrency: Currency;
+  baseCurrency: string;
 
   @IsString()
   viewMode: ViewMode;

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

@@ -4,7 +4,7 @@ import {
   hasPermission,
   permissions
 } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
   Controller,

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

@@ -1,12 +1,12 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { locale } from '@ghostfolio/common/config';
+import { baseCurrency, locale } from '@ghostfolio/common/config';
 import { User as IUser, UserWithSettings } from '@ghostfolio/common/interfaces';
 import { getPermissions, permissions } from '@ghostfolio/common/permissions';
 import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
 import { Injectable } from '@nestjs/common';
-import { Currency, Prisma, Provider, User, ViewMode } from '@prisma/client';
+import { Prisma, Provider, User, ViewMode } from '@prisma/client';
 
 import { UserSettingsParams } from './interfaces/user-settings-params.interface';
 import { UserSettings } from './interfaces/user-settings.interface';
@@ -15,7 +15,7 @@ const crypto = require('crypto');
 
 @Injectable()
 export class UserService {
-  public static DEFAULT_CURRENCY = Currency.USD;
+  public static DEFAULT_CURRENCY = 'USD';
 
   public constructor(
     private readonly configurationService: ConfigurationService,
@@ -144,9 +144,15 @@ export class UserService {
         ...data,
         Account: {
           create: {
+            currency: baseCurrency,
             isDefault: true,
             name: 'Default Account'
           }
+        },
+        Settings: {
+          create: {
+            currency: baseCurrency
+          }
         }
       }
     });

apps/api/src/models/interfaces/user-settings.interface.ts

@@ -1,5 +1,3 @@
-import { Currency } from '@prisma/client';
-
 export interface UserSettings {
-  baseCurrency: Currency;
+  baseCurrency: string;
 }

apps/api/src/models/order.ts

@@ -1,4 +1,4 @@
-import { Account, Currency, SymbolProfile } from '@prisma/client';
+import { Account, SymbolProfile } from '@prisma/client';
 import { v4 as uuidv4 } from 'uuid';
 
 import { IOrder } from '../services/interfaces/interfaces';
@@ -6,7 +6,7 @@ import { OrderType } from './order-type';
 
 export class Order {
   private account: Account;
-  private currency: Currency;
+  private currency: string;
   private fee: number;
   private date: string;
   private id: string;

apps/api/src/models/rule.ts

@@ -3,7 +3,6 @@ import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.in
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { groupBy } from '@ghostfolio/common/helper';
 import { TimelinePosition } from '@ghostfolio/common/interfaces';
-import { Currency } from '@prisma/client';
 
 import { EvaluationResult } from './interfaces/evaluation-result.interface';
 import { RuleInterface } from './interfaces/rule.interface';
@@ -29,7 +28,7 @@ export abstract class Rule<T extends RuleSettings> implements RuleInterface<T> {
   public groupCurrentPositionsByAttribute(
     positions: TimelinePosition[],
     attribute: keyof TimelinePosition,
-    baseCurrency: Currency
+    baseCurrency: string
   ) {
     return Array.from(groupBy(attribute, positions).entries()).map(
       ([attributeValue, objs]) => ({

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

@@ -2,8 +2,6 @@ import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/curre
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
-import { Currency } from '@prisma/client';
 
 import { Rule } from '../../rule';
 
@@ -69,5 +67,5 @@ export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule<Setti
 }
 
 interface Settings extends RuleSettings {
-  baseCurrency: Currency;
+  baseCurrency: string;
 }

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

@@ -1,7 +1,6 @@
 import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
-import { Currency } from '@prisma/client';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
@@ -69,5 +68,5 @@ export class CurrencyClusterRiskBaseCurrencyInitialInvestment extends Rule<Setti
 }
 
 interface Settings extends RuleSettings {
-  baseCurrency: Currency;
+  baseCurrency: string;
 }

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

@@ -1,7 +1,6 @@
 import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
-import { Currency } from '@prisma/client';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
@@ -69,6 +68,6 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
 }
 
 interface Settings extends RuleSettings {
-  baseCurrency: Currency;
+  baseCurrency: string;
   threshold: number;
 }

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

@@ -1,7 +1,6 @@
 import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
-import { Currency } from '@prisma/client';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
@@ -69,6 +68,6 @@ export class CurrencyClusterRiskInitialInvestment extends Rule<Settings> {
 }
 
 interface Settings extends RuleSettings {
-  baseCurrency: Currency;
+  baseCurrency: string;
   threshold: number;
 }

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

@@ -1,6 +1,5 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
-import { Currency } from '@prisma/client';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
@@ -46,6 +45,6 @@ export class FeeRatioInitialInvestment extends Rule<Settings> {
 }
 
 interface Settings extends RuleSettings {
-  baseCurrency: Currency;
+  baseCurrency: string;
   threshold: number;
 }

apps/api/src/services/cryptocurrency/cryptocurrency.module.ts

@@ -0,0 +1,9 @@
+import { Module } from '@nestjs/common';
+
+import { CryptocurrencyService } from './cryptocurrency.service';
+
+@Module({
+  providers: [CryptocurrencyService],
+  exports: [CryptocurrencyService]
+})
+export class CryptocurrencyModule {}

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

@@ -0,0 +1,28 @@
+import { Injectable } from '@nestjs/common';
+
+const cryptocurrencies = require('cryptocurrencies');
+
+const customCryptocurrencies = require('./custom-cryptocurrencies.json');
+
+@Injectable()
+export class CryptocurrencyService {
+  private combinedCryptocurrencies: string[];
+
+  public constructor() {}
+
+  public isCrypto(aSymbol = '') {
+    const cryptocurrencySymbol = aSymbol.substring(0, aSymbol.length - 3);
+    return this.getCryptocurrencies().includes(cryptocurrencySymbol);
+  }
+
+  private getCryptocurrencies() {
+    if (!this.combinedCryptocurrencies) {
+      this.combinedCryptocurrencies = [
+        ...cryptocurrencies.symbols(),
+        ...Object.keys(customCryptocurrencies)
+      ];
+    }
+
+    return this.combinedCryptocurrencies;
+  }
+}

apps/api/src/services/cryptocurrency/custom-cryptocurrencies.json

@@ -0,0 +1,6 @@
+{
+  "1INCH": "1inch",
+  "AVAX": "Avalanche",
+  "MATIC": "Polygon",
+  "SHIB": "Shiba Inu"
+}

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

@@ -4,8 +4,15 @@ import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { Module } from '@nestjs/common';
 
+import { ExchangeRateDataModule } from './exchange-rate-data.module';
+
 @Module({
-  imports: [ConfigurationModule, DataProviderModule, PrismaModule],
+  imports: [
+    ConfigurationModule,
+    DataProviderModule,
+    ExchangeRateDataModule,
+    PrismaModule
+  ],
   providers: [DataGatheringService],
   exports: [DataGatheringService]
 })

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

@@ -1,15 +1,12 @@
-import { benchmarks, currencyPairs } from '@ghostfolio/common/config';
 import {
-  DATE_FORMAT,
-  getUtc,
-  isGhostfolioScraperApiSymbol,
-  resetHours
-} from '@ghostfolio/common/helper';
+  benchmarks,
+  ghostfolioFearAndGreedIndexSymbol
+} from '@ghostfolio/common/config';
+import { DATE_FORMAT, resetHours } from '@ghostfolio/common/helper';
 import { Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import {
   differenceInHours,
-  endOfToday,
   format,
   getDate,
   getMonth,
@@ -21,6 +18,7 @@ import {
 import { ConfigurationService } from './configuration.service';
 import { DataProviderService } from './data-provider/data-provider.service';
 import { GhostfolioScraperApiService } from './data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { ExchangeRateDataService } from './exchange-rate-data.service';
 import { IDataGatheringItem } from './interfaces/interfaces';
 import { PrismaService } from './prisma.service';
 
@@ -29,6 +27,7 @@ export class DataGatheringService {
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly dataProviderService: DataProviderService,
+    private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly ghostfolioScraperApi: GhostfolioScraperApiService,
     private readonly prismaService: PrismaService
   ) {}
@@ -119,24 +118,29 @@ export class DataGatheringService {
     }
   }
 
-  public async gatherProfileData(aSymbols?: string[]) {
+  public async gatherProfileData(aDataGatheringItems?: IDataGatheringItem[]) {
     console.log('Profile data gathering has been started.');
     console.time('data-gathering-profile');
 
-    let symbols = aSymbols;
+    let dataGatheringItems = aDataGatheringItems;
 
-    if (!symbols) {
-      const dataGatheringItems = await this.getSymbolsProfileData();
-      symbols = dataGatheringItems.map((dataGatheringItem) => {
-        return dataGatheringItem.symbol;
-      });
+    if (!dataGatheringItems) {
+      dataGatheringItems = await this.getSymbolsProfileData();
     }
 
-    const currentData = await this.dataProviderService.get(symbols);
+    const currentData = await this.dataProviderService.get(dataGatheringItems);
 
     for (const [
       symbol,
-      { assetClass, assetSubClass, countries, currency, dataSource, name }
+      {
+        assetClass,
+        assetSubClass,
+        countries,
+        currency,
+        dataSource,
+        name,
+        sectors
+      }
     ] of Object.entries(currentData)) {
       try {
         await this.prismaService.symbolProfile.upsert({
@@ -147,6 +151,7 @@ export class DataGatheringService {
             currency,
             dataSource,
             name,
+            sectors,
             symbol
           },
           update: {
@@ -154,7 +159,8 @@ export class DataGatheringService {
             assetSubClass,
             countries,
             currency,
-            name
+            name,
+            sectors
           },
           where: {
             dataSource_symbol: {
@@ -211,6 +217,7 @@ export class DataGatheringService {
           try {
             await this.prismaService.marketData.create({
               data: {
+                dataSource,
                 symbol,
                 date: currentDate,
                 marketPrice: lastMarketPrice
@@ -234,6 +241,8 @@ export class DataGatheringService {
       }
     }
 
+    await this.exchangeRateDataService.initialize();
+
     if (hasError) {
       throw '';
     }
@@ -295,7 +304,7 @@ export class DataGatheringService {
       benchmarksToGather.push({
         dataSource: DataSource.RAKUTEN,
         date: startDate,
-        symbol: 'GF.FEAR_AND_GREED_INDEX'
+        symbol: ghostfolioFearAndGreedIndexSymbol
       });
     }
 
@@ -305,38 +314,31 @@ export class DataGatheringService {
   private async getSymbols7D(): Promise<IDataGatheringItem[]> {
     const startDate = subDays(resetHours(new Date()), 7);
 
-    const distinctOrders = await this.prismaService.order.findMany({
-      distinct: ['symbol'],
-      orderBy: [{ symbol: 'asc' }],
-      select: { dataSource: true, symbol: true },
-      where: {
-        date: {
-          lt: endOfToday() // no draft
+    const symbolProfilesToGather = (
+      await this.prismaService.symbolProfile.findMany({
+        orderBy: [{ symbol: 'asc' }],
+        select: {
+          dataSource: true,
+          symbol: true
         }
-      }
+      })
+    ).map((symbolProfile) => {
+      return {
+        ...symbolProfile,
+        date: startDate
+      };
     });
 
-    const distinctOrdersWithDate: IDataGatheringItem[] = distinctOrders
-      .filter((distinctOrder) => {
-        return !isGhostfolioScraperApiSymbol(distinctOrder.symbol);
-      })
-      .map((distinctOrder) => {
+    const currencyPairsToGather = this.exchangeRateDataService
+      .getCurrencyPairs()
+      .map(({ dataSource, symbol }) => {
         return {
-          ...distinctOrder,
+          dataSource,
+          symbol,
           date: startDate
         };
       });
 
-    const currencyPairsToGather = currencyPairs.map(
-      ({ dataSource, symbol }) => {
-        return {
-          dataSource,
-          symbol,
-          date: startDate
-        };
-      }
-    );
-
     const customSymbolsToGather =
       await this.ghostfolioScraperApi.getCustomSymbolsToGather(startDate);
 
@@ -344,42 +346,57 @@ export class DataGatheringService {
       ...this.getBenchmarksToGather(startDate),
       ...customSymbolsToGather,
       ...currencyPairsToGather,
-      ...distinctOrdersWithDate
+      ...symbolProfilesToGather
     ];
   }
 
   private async getSymbolsMax(): Promise<IDataGatheringItem[]> {
-    const startDate = new Date(getUtc('2015-01-01'));
+    const startDate =
+      (
+        await this.prismaService.order.findFirst({
+          orderBy: [{ date: 'asc' }]
+        })
+      )?.date ?? new Date();
 
     const customSymbolsToGather =
       await this.ghostfolioScraperApi.getCustomSymbolsToGather(startDate);
 
-    const currencyPairsToGather = currencyPairs.map(
-      ({ dataSource, symbol }) => {
+    const currencyPairsToGather = this.exchangeRateDataService
+      .getCurrencyPairs()
+      .map(({ dataSource, symbol }) => {
         return {
           dataSource,
           symbol,
           date: startDate
         };
-      }
-    );
+      });
 
-    const distinctOrders = await this.prismaService.order.findMany({
-      distinct: ['symbol'],
-      orderBy: [{ date: 'asc' }],
-      select: { dataSource: true, date: true, symbol: true },
-      where: {
-        date: {
-          lt: endOfToday() // no draft
+    const symbolProfilesToGather = (
+      await this.prismaService.symbolProfile.findMany({
+        orderBy: [{ symbol: 'asc' }],
+        select: {
+          dataSource: true,
+          Order: {
+            orderBy: [{ date: 'asc' }],
+            select: { date: true },
+            take: 1
+          },
+          symbol: true
         }
-      }
+      })
+    ).map((item) => {
+      return {
+        dataSource: item.dataSource,
+        date: item.Order?.[0]?.date ?? startDate,
+        symbol: item.symbol
+      };
     });
 
     return [
       ...this.getBenchmarksToGather(startDate),
       ...customSymbolsToGather,
       ...currencyPairsToGather,
-      ...distinctOrders
+      ...symbolProfilesToGather
     ];
   }
 

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

@@ -6,11 +6,11 @@ import { Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import { isAfter, isBefore, parse } from 'date-fns';
 
-import { DataProviderInterface } from '../../interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '../../interfaces/interfaces';
+import { DataProviderInterface } from '../interfaces/data-provider.interface';
 import { IAlphaVantageHistoricalResponse } from './interfaces/interfaces';
 
 @Injectable()
@@ -84,6 +84,10 @@ export class AlphaVantageService implements DataProviderInterface {
     }
   }
 
+  public getName(): DataSource {
+    return DataSource.ALPHA_VANTAGE;
+  }
+
   public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
     const result = await this.alphaVantage.data.search(aSymbol);
 

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

@@ -0,0 +1,73 @@
+import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
+import { IDataProviderResponse } from '@ghostfolio/api/services/interfaces/interfaces';
+import bent from 'bent';
+
+const getJSON = bent('json');
+
+export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
+  private static baseUrl = 'https://data.trackinsight.com/holdings';
+  private static countries = require('countries-list/dist/countries.json');
+  private static sectorsMapping = {
+    'Consumer Discretionary': 'Consumer Cyclical',
+    'Consumer Defensive': 'Consumer Staples',
+    'Health Care': 'Healthcare',
+    'Information Technology': 'Technology'
+  };
+
+  public async enhance({
+    response,
+    symbol
+  }: {
+    response: IDataProviderResponse;
+    symbol: string;
+  }): Promise<IDataProviderResponse> {
+    if (
+      !(response.assetClass === 'EQUITY' && response.assetSubClass === 'ETF')
+    ) {
+      return response;
+    }
+
+    const holdings = await getJSON(
+      `${TrackinsightDataEnhancerService.baseUrl}/${symbol}.json`
+    ).catch(() => {
+      return getJSON(
+        `${TrackinsightDataEnhancerService.baseUrl}/${
+          symbol.split('.')[0]
+        }.json`
+      );
+    });
+
+    if (!response.countries || response.countries.length === 0) {
+      response.countries = [];
+      for (const [name, value] of Object.entries<any>(holdings.countries)) {
+        let countryCode: string;
+
+        for (const [key, country] of Object.entries<any>(
+          TrackinsightDataEnhancerService.countries
+        )) {
+          if (country.name === name) {
+            countryCode = key;
+            break;
+          }
+        }
+
+        response.countries.push({
+          code: countryCode,
+          weight: value.weight
+        });
+      }
+    }
+
+    if (!response.sectors || response.sectors.length === 0) {
+      response.sectors = [];
+      for (const [name, value] of Object.entries<any>(holdings.sectors)) {
+        response.sectors.push({
+          name: TrackinsightDataEnhancerService.sectorsMapping[name] ?? name,
+          weight: value.weight
+        });
+      }
+    }
+
+    return Promise.resolve(response);
+  }
+}

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

@@ -1,4 +1,6 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { CryptocurrencyModule } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.module';
+import { TrackinsightDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/trackinsight/trackinsight.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';
@@ -9,13 +11,39 @@ import { AlphaVantageService } from './alpha-vantage/alpha-vantage.service';
 import { DataProviderService } from './data-provider.service';
 
 @Module({
-  imports: [ConfigurationModule, PrismaModule],
+  imports: [ConfigurationModule, CryptocurrencyModule, PrismaModule],
   providers: [
     AlphaVantageService,
     DataProviderService,
     GhostfolioScraperApiService,
     RakutenRapidApiService,
-    YahooFinanceService
+    TrackinsightDataEnhancerService,
+    YahooFinanceService,
+    {
+      inject: [TrackinsightDataEnhancerService],
+      provide: 'DataEnhancers',
+      useFactory: (trackinsight) => [trackinsight]
+    },
+    {
+      inject: [
+        AlphaVantageService,
+        GhostfolioScraperApiService,
+        RakutenRapidApiService,
+        YahooFinanceService
+      ],
+      provide: 'DataProviderInterfaces',
+      useFactory: (
+        alphaVantageService,
+        ghostfolioScraperApiService,
+        rakutenRapidApiService,
+        yahooFinanceService
+      ) => [
+        alphaVantageService,
+        ghostfolioScraperApiService,
+        rakutenRapidApiService,
+        yahooFinanceService
+      ]
+    }
   ],
   exports: [DataProviderService, GhostfolioScraperApiService]
 })

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

@@ -1,90 +1,73 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
+import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataGatheringItem,
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import {
-  DATE_FORMAT,
-  isGhostfolioScraperApiSymbol,
-  isRakutenRapidApiSymbol
-} from '@ghostfolio/common/helper';
+import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
-import { Injectable } from '@nestjs/common';
+import { Inject, Injectable } from '@nestjs/common';
 import { DataSource, MarketData } from '@prisma/client';
 import { format } from 'date-fns';
-
-import { AlphaVantageService } from './alpha-vantage/alpha-vantage.service';
-import { GhostfolioScraperApiService } from './ghostfolio-scraper-api/ghostfolio-scraper-api.service';
-import { RakutenRapidApiService } from './rakuten-rapid-api/rakuten-rapid-api.service';
-import { YahooFinanceService } from './yahoo-finance/yahoo-finance.service';
+import { isEmpty } from 'lodash';
 
 @Injectable()
 export class DataProviderService {
   public constructor(
-    private readonly alphaVantageService: AlphaVantageService,
     private readonly configurationService: ConfigurationService,
-    private readonly ghostfolioScraperApiService: GhostfolioScraperApiService,
-    private readonly prismaService: PrismaService,
-    private readonly rakutenRapidApiService: RakutenRapidApiService,
-    private readonly yahooFinanceService: YahooFinanceService
-  ) {
-    this.rakutenRapidApiService?.setPrisma(this.prismaService);
-  }
+    @Inject('DataEnhancers')
+    private readonly dataEnhancers: DataEnhancerInterface[],
+    @Inject('DataProviderInterfaces')
+    private readonly dataProviderInterfaces: DataProviderInterface[],
+    private readonly prismaService: PrismaService
+  ) {}
 
-  public async get(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aSymbols.length === 1) {
-      const symbol = aSymbols[0];
+  public async get(items: IDataGatheringItem[]): Promise<{
+    [symbol: string]: IDataProviderResponse;
+  }> {
+    const response: {
+      [symbol: string]: IDataProviderResponse;
+    } = {};
 
-      if (isGhostfolioScraperApiSymbol(symbol)) {
-        return this.ghostfolioScraperApiService.get(aSymbols);
-      } else if (isRakutenRapidApiSymbol(symbol)) {
-        return this.rakutenRapidApiService.get(aSymbols);
-      }
+    for (const item of items) {
+      const dataProvider = this.getDataProvider(item.dataSource);
+      response[item.symbol] = (await dataProvider.get([item.symbol]))[
+        item.symbol
+      ];
     }
 
-    const yahooFinanceSymbols = aSymbols.filter((symbol) => {
-      return (
-        !isGhostfolioScraperApiSymbol(symbol) &&
-        !isRakutenRapidApiSymbol(symbol)
+    const promises = [];
+    for (const symbol of Object.keys(response)) {
+      let promise = Promise.resolve(response[symbol]);
+      for (const dataEnhancer of this.dataEnhancers) {
+        promise = promise.then((currentResponse) =>
+          dataEnhancer
+            .enhance({ symbol, response: currentResponse })
+            .catch((error) => {
+              console.error(
+                `Failed to enhance data for symbol ${symbol}`,
+                error
+              );
+              return currentResponse;
+            })
+        );
+      }
+      promises.push(
+        promise.then((currentResponse) => (response[symbol] = currentResponse))
       );
-    });
-
-    const response = await this.yahooFinanceService.get(yahooFinanceSymbols);
-
-    const ghostfolioScraperApiSymbols = aSymbols.filter((symbol) => {
-      return isGhostfolioScraperApiSymbol(symbol);
-    });
-
-    for (const symbol of ghostfolioScraperApiSymbols) {
-      if (symbol) {
-        const ghostfolioScraperApiResult =
-          await this.ghostfolioScraperApiService.get([symbol]);
-        response[symbol] = ghostfolioScraperApiResult[symbol];
-      }
     }
 
-    const rakutenRapidApiSymbols = aSymbols.filter((symbol) => {
-      return isRakutenRapidApiSymbol(symbol);
-    });
-
-    for (const symbol of rakutenRapidApiSymbols) {
-      if (symbol) {
-        const rakutenRapidApiResult =
-          await this.ghostfolioScraperApiService.get([symbol]);
-        response[symbol] = rakutenRapidApiResult[symbol];
-      }
-    }
+    await Promise.all(promises);
 
     return response;
   }
 
   public async getHistorical(
-    aSymbols: string[],
+    aItems: IDataGatheringItem[],
     aGranularity: Granularity = 'month',
     from: Date,
     to: Date
@@ -95,6 +78,10 @@ export class DataProviderService {
       [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
     } = {};
 
+    if (isEmpty(aItems)) {
+      return response;
+    }
+
     const granularityQuery =
       aGranularity === 'month'
         ? `AND (date_part('day', date) = 1 OR date >= TIMESTAMP 'yesterday')`
@@ -108,10 +95,21 @@ export class DataProviderService {
           )}'`
         : '';
 
+    const dataSources = aItems.map((item) => {
+      return item.dataSource;
+    });
+    const symbols = aItems.map((item) => {
+      return item.symbol;
+    });
+
     try {
-      const queryRaw = `SELECT * FROM "MarketData" WHERE "symbol" IN ('${aSymbols.join(
-        `','`
-      )}') ${granularityQuery} ${rangeQuery} ORDER BY date;`;
+      const queryRaw = `SELECT *
+                        FROM "MarketData"
+                        WHERE "dataSource" IN ('${dataSources.join(`','`)}')
+                          AND "symbol" IN ('${symbols.join(
+                            `','`
+                          )}') ${granularityQuery} ${rangeQuery}
+                        ORDER BY date;`;
 
       const marketDataByGranularity: MarketData[] =
         await this.prismaService.$queryRaw(queryRaw);
@@ -168,13 +166,24 @@ export class DataProviderService {
   }
 
   public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
-    const { items } = await this.getDataProvider(
-      <DataSource>this.configurationService.get('DATA_SOURCES')[0]
-    ).search(aSymbol);
+    const promises: Promise<{ items: LookupItem[] }>[] = [];
+    let lookupItems: LookupItem[] = [];
 
-    const filteredItems = items.filter((item) => {
+    for (const dataSource of this.configurationService.get('DATA_SOURCES')) {
+      promises.push(
+        this.getDataProvider(DataSource[dataSource]).search(aSymbol)
+      );
+    }
+
+    const searchResults = await Promise.all(promises);
+
+    searchResults.forEach((searchResult) => {
+      lookupItems = lookupItems.concat(searchResult.items);
+    });
+
+    const filteredItems = lookupItems.filter((lookupItem) => {
       // Only allow symbols with supported currency
-      return item.currency ? true : false;
+      return lookupItem.currency ? true : false;
     });
 
     return {
@@ -182,18 +191,16 @@ export class DataProviderService {
     };
   }
 
+  public getPrimaryDataSource(): DataSource {
+    return DataSource[this.configurationService.get('DATA_SOURCES')[0]];
+  }
+
   private getDataProvider(providerName: DataSource) {
-    switch (providerName) {
-      case DataSource.ALPHA_VANTAGE:
-        return this.alphaVantageService;
-      case DataSource.GHOSTFOLIO:
-        return this.ghostfolioScraperApiService;
-      case DataSource.RAKUTEN:
-        return this.rakutenRapidApiService;
-      case DataSource.YAHOO:
-        return this.yahooFinanceService;
-      default:
-        throw new Error('No data provider has been found.');
+    for (const dataProviderInterface of this.dataProviderInterfaces) {
+      if (dataProviderInterface.getName() === providerName) {
+        return dataProviderInterface;
+      }
     }
+    throw new Error('No data provider has been found.');
   }
 }

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

@@ -12,13 +12,13 @@ import * as bent from 'bent';
 import * as cheerio from 'cheerio';
 import { format } from 'date-fns';
 
-import { DataProviderInterface } from '../../interfaces/data-provider.interface';
 import {
   IDataGatheringItem,
   IDataProviderHistoricalResponse,
   IDataProviderResponse,
   MarketState
 } from '../../interfaces/interfaces';
+import { DataProviderInterface } from '../interfaces/data-provider.interface';
 import { ScraperConfig } from './interfaces/scraper-config.interface';
 
 @Injectable()
@@ -144,6 +144,10 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     return [];
   }
 
+  public getName(): DataSource {
+    return DataSource.GHOSTFOLIO;
+  }
+
   public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
     return { items: [] };
   }

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

@@ -1,7 +1,5 @@
-import { Currency } from '@prisma/client';
-
 export interface ScraperConfig {
-  currency: Currency;
+  currency: string;
   selector: string;
   symbol: string;
   url: string;

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

@@ -0,0 +1,11 @@
+import { IDataProviderResponse } from '@ghostfolio/api/services/interfaces/interfaces';
+
+export interface DataEnhancerInterface {
+  enhance({
+    response,
+    symbol
+  }: {
+    response: IDataProviderResponse;
+    symbol: string;
+  }): Promise<IDataProviderResponse>;
+}

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

@@ -1,10 +1,11 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { Granularity } from '@ghostfolio/common/types';
+import { DataSource } from '@prisma/client';
 
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
-} from './interfaces';
+} from '../../interfaces/interfaces';
 
 export interface DataProviderInterface {
   canHandle(symbol: string): boolean;
@@ -20,5 +21,7 @@ export interface DataProviderInterface {
     [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
   }>;
 
+  getName(): DataSource;
+
   search(aSymbol: string): Promise<{ items: LookupItem[] }>;
 }

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

@@ -1,6 +1,7 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
 import {
   DATE_FORMAT,
   getToday,
@@ -13,21 +14,20 @@ import { DataSource } from '@prisma/client';
 import * as bent from 'bent';
 import { format, subMonths, subWeeks, subYears } from 'date-fns';
 
-import { DataProviderInterface } from '../../interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse,
   MarketState
 } from '../../interfaces/interfaces';
+import { DataProviderInterface } from '../interfaces/data-provider.interface';
 
 @Injectable()
 export class RakutenRapidApiService implements DataProviderInterface {
   public static FEAR_AND_GREED_INDEX_NAME = 'Fear & Greed Index';
 
-  private prismaService: PrismaService;
-
   public constructor(
-    private readonly configurationService: ConfigurationService
+    private readonly configurationService: ConfigurationService,
+    private readonly prismaService: PrismaService
   ) {}
 
   public canHandle(symbol: string) {
@@ -47,11 +47,11 @@ export class RakutenRapidApiService implements DataProviderInterface {
     try {
       const symbol = aSymbols[0];
 
-      if (symbol === 'GF.FEAR_AND_GREED_INDEX') {
+      if (symbol === ghostfolioFearAndGreedIndexSymbol) {
         const fgi = await this.getFearAndGreedIndex();
 
         return {
-          'GF.FEAR_AND_GREED_INDEX': {
+          [ghostfolioFearAndGreedIndexSymbol]: {
             currency: undefined,
             dataSource: DataSource.RAKUTEN,
             marketPrice: fgi.now.value,
@@ -82,7 +82,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
     try {
       const symbol = aSymbols[0];
 
-      if (symbol === 'GF.FEAR_AND_GREED_INDEX') {
+      if (symbol === ghostfolioFearAndGreedIndexSymbol) {
         const fgi = await this.getFearAndGreedIndex();
 
         try {
@@ -93,6 +93,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
           await this.prismaService.marketData.create({
             data: {
               symbol,
+              dataSource: DataSource.RAKUTEN,
               date: subWeeks(getToday(), 1),
               marketPrice: fgi.oneWeekAgo.value
             }
@@ -101,6 +102,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
           await this.prismaService.marketData.create({
             data: {
               symbol,
+              dataSource: DataSource.RAKUTEN,
               date: subMonths(getToday(), 1),
               marketPrice: fgi.oneMonthAgo.value
             }
@@ -109,6 +111,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
           await this.prismaService.marketData.create({
             data: {
               symbol,
+              dataSource: DataSource.RAKUTEN,
               date: subYears(getToday(), 1),
               marketPrice: fgi.oneYearAgo.value
             }
@@ -118,7 +121,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
         } catch {}
 
         return {
-          'GF.FEAR_AND_GREED_INDEX': {
+          [ghostfolioFearAndGreedIndexSymbol]: {
             [format(getYesterday(), DATE_FORMAT)]: {
               marketPrice: fgi.previousClose.value
             }
@@ -130,12 +133,12 @@ export class RakutenRapidApiService implements DataProviderInterface {
     return {};
   }
 
-  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
-    return { items: [] };
+  public getName(): DataSource {
+    return DataSource.RAKUTEN;
   }
 
-  public setPrisma(aPrismaService: PrismaService) {
-    this.prismaService = aPrismaService;
+  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
+    return { items: [] };
   }
 
   private async getFearAndGreedIndex(): Promise<{

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

@@ -1,31 +1,22 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
+import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
-import {
-  DATE_FORMAT,
-  isCrypto,
-  isCurrency,
-  parseCurrency
-} from '@ghostfolio/common/helper';
+import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
-import {
-  AssetClass,
-  AssetSubClass,
-  Currency,
-  DataSource
-} from '@prisma/client';
+import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 import * as bent from 'bent';
 import Big from 'big.js';
 import { countries } from 'countries-list';
 import { format } from 'date-fns';
 import * as yahooFinance from 'yahoo-finance';
 
-import { DataProviderInterface } from '../../interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse,
   MarketState
 } from '../../interfaces/interfaces';
+import { DataProviderInterface } from '../interfaces/data-provider.interface';
 import {
   IYahooFinanceHistoricalResponse,
   IYahooFinancePrice,
@@ -36,7 +27,9 @@ import {
 export class YahooFinanceService implements DataProviderInterface {
   private yahooFinanceHostname = 'https://query1.finance.yahoo.com';
 
-  public constructor() {}
+  public constructor(
+    private readonly cryptocurrencyService: CryptocurrencyService
+  ) {}
 
   public canHandle(symbol: string) {
     return true;
@@ -48,10 +41,9 @@ export class YahooFinanceService implements DataProviderInterface {
     if (aSymbols.length <= 0) {
       return {};
     }
-
-    const yahooSymbols = aSymbols.map((symbol) => {
-      return this.convertToYahooSymbol(symbol);
-    });
+    const yahooFinanceSymbols = aSymbols.map((symbol) =>
+      this.convertToYahooFinanceSymbol(symbol)
+    );
 
     try {
       const response: { [symbol: string]: IDataProviderResponse } = {};
@@ -60,23 +52,24 @@ export class YahooFinanceService implements DataProviderInterface {
         [symbol: string]: IYahooFinanceQuoteResponse;
       } = await yahooFinance.quote({
         modules: ['price', 'summaryProfile'],
-        symbols: yahooSymbols
+        symbols: yahooFinanceSymbols
       });
 
-      for (const [yahooSymbol, value] of Object.entries(data)) {
+      for (const [yahooFinanceSymbol, value] of Object.entries(data)) {
         // Convert symbols back
-        const symbol = convertFromYahooSymbol(yahooSymbol);
+        const symbol = this.convertFromYahooFinanceSymbol(yahooFinanceSymbol);
 
         const { assetClass, assetSubClass } = this.parseAssetClass(value.price);
 
         response[symbol] = {
           assetClass,
           assetSubClass,
-          currency: parseCurrency(value.price?.currency),
+          currency: value.price?.currency,
           dataSource: DataSource.YAHOO,
           exchange: this.parseExchange(value.price?.exchangeName),
           marketState:
-            value.price?.marketState === 'REGULAR' || isCrypto(symbol)
+            value.price?.marketState === 'REGULAR' ||
+            this.cryptocurrencyService.isCrypto(symbol)
               ? MarketState.open
               : MarketState.closed,
           marketPrice: value.price?.regularMarketPrice || 0,
@@ -85,7 +78,7 @@ export class YahooFinanceService implements DataProviderInterface {
 
         if (value.price?.currency === 'GBp') {
           // Convert GBp (pence) to GBP
-          response[symbol].currency = Currency.GBP;
+          response[symbol].currency = 'GBP';
           response[symbol].marketPrice = new Big(
             value.price?.regularMarketPrice ?? 0
           )
@@ -107,6 +100,12 @@ export class YahooFinanceService implements DataProviderInterface {
               response[symbol].countries = [{ code, weight: 1 }];
             }
           } catch {}
+
+          if (value.summaryProfile?.sector) {
+            response[symbol].sectors = [
+              { name: value.summaryProfile?.sector, weight: 1 }
+            ];
+          }
         }
 
         // Add url if available
@@ -136,15 +135,15 @@ export class YahooFinanceService implements DataProviderInterface {
       return {};
     }
 
-    const yahooSymbols = aSymbols.map((symbol) => {
-      return this.convertToYahooSymbol(symbol);
+    const yahooFinanceSymbols = aSymbols.map((symbol) => {
+      return this.convertToYahooFinanceSymbol(symbol);
     });
 
     try {
       const historicalData: {
         [symbol: string]: IYahooFinanceHistoricalResponse[];
       } = await yahooFinance.historical({
-        symbols: yahooSymbols,
+        symbols: yahooFinanceSymbols,
         from: format(from, DATE_FORMAT),
         to: format(to, DATE_FORMAT)
       });
@@ -153,9 +152,11 @@ export class YahooFinanceService implements DataProviderInterface {
         [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
       } = {};
 
-      for (const [yahooSymbol, timeSeries] of Object.entries(historicalData)) {
+      for (const [yahooFinanceSymbol, timeSeries] of Object.entries(
+        historicalData
+      )) {
         // Convert symbols back
-        const symbol = convertFromYahooSymbol(yahooSymbol);
+        const symbol = this.convertFromYahooFinanceSymbol(yahooFinanceSymbol);
         response[symbol] = {};
 
         timeSeries.forEach((timeSerie) => {
@@ -174,8 +175,12 @@ export class YahooFinanceService implements DataProviderInterface {
     }
   }
 
+  public getName(): DataSource {
+    return DataSource.YAHOO;
+  }
+
   public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
-    let items: LookupItem[] = [];
+    const items: LookupItem[] = [];
 
     try {
       const get = bent(
@@ -192,19 +197,6 @@ export class YahooFinanceService implements DataProviderInterface {
           // filter out undefined symbols
           return quote.symbol;
         })
-        .filter(({ quoteType }) => {
-          return quoteType === 'EQUITY' || quoteType === 'ETF';
-        })
-        .map(({ symbol }) => {
-          return symbol;
-        });
-
-      const marketData = await this.get(symbols);
-
-      items = searchResult.quotes
-        .filter((quote) => {
-          return quote.isYahooFinance;
-        })
         .filter(({ quoteType }) => {
           return (
             quoteType === 'CRYPTOCURRENCY' ||
@@ -215,42 +207,62 @@ export class YahooFinanceService implements DataProviderInterface {
         .filter(({ quoteType, symbol }) => {
           if (quoteType === 'CRYPTOCURRENCY') {
             // Only allow cryptocurrencies in USD
-            return symbol.includes(Currency.USD);
+            return symbol.includes('USD');
           }
 
           return true;
         })
-        .map(({ longname, shortname, symbol }) => {
-          return {
-            currency: marketData[symbol]?.currency,
-            dataSource: DataSource.YAHOO,
-            name: longname || shortname,
-            symbol: convertFromYahooSymbol(symbol)
-          };
+        .map(({ symbol }) => {
+          return symbol;
         });
+
+      const marketData = await this.get(symbols);
+
+      for (const [symbol, value] of Object.entries(marketData)) {
+        items.push({
+          symbol,
+          currency: value.currency,
+          dataSource: DataSource.YAHOO,
+          name: value.name
+        });
+      }
     } catch {}
 
     return { items };
   }
 
+  private convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
+    const symbol = aYahooFinanceSymbol.replace('-', '');
+    return symbol.replace('=X', '');
+  }
+
   /**
-   * Converts a symbol to a Yahoo symbol
+   * Converts a symbol to a Yahoo Finance symbol
    *
-   * Currency:        USDCHF=X
-   * Cryptocurrency:  BTC-USD
+   * Currency:        USDCHF  -> USDCHF=X
+   * Cryptocurrency:  BTCUSD  -> BTC-USD
+   *                  DOGEUSD -> DOGE-USD
+   *                  SOL1USD -> SOL1-USD
    */
-  private convertToYahooSymbol(aSymbol: string) {
-    if (isCurrency(aSymbol)) {
-      if (isCrypto(aSymbol)) {
+  private convertToYahooFinanceSymbol(aSymbol: string) {
+    if (
+      (aSymbol.includes('CHF') ||
+        aSymbol.includes('EUR') ||
+        aSymbol.includes('USD')) &&
+      aSymbol.length >= 6
+    ) {
+      if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
+        return `${aSymbol}=X`;
+      } else if (
+        this.cryptocurrencyService.isCrypto(aSymbol) ||
+        this.cryptocurrencyService.isCrypto(aSymbol.replace('1', ''))
+      ) {
         // Add a dash before the last three characters
         // BTCUSD  -> BTC-USD
         // DOGEUSD -> DOGE-USD
-        return `${aSymbol.substring(0, aSymbol.length - 3)}-${aSymbol.substring(
-          aSymbol.length - 3
-        )}`;
+        // SOL1USD -> SOL1-USD
+        return aSymbol.replace('USD', '-USD');
       }
-
-      return `${aSymbol}=X`;
     }
 
     return aSymbol;
@@ -289,8 +301,3 @@ export class YahooFinanceService implements DataProviderInterface {
     return aString;
   }
 }
-
-export const convertFromYahooSymbol = (aSymbol: string) => {
-  const symbol = aSymbol.replace('-', '');
-  return symbol.replace('=X', '');
-};

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

@@ -2,8 +2,10 @@ import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { Module } from '@nestjs/common';
 
+import { PrismaModule } from './prisma.module';
+
 @Module({
-  imports: [DataProviderModule],
+  imports: [DataProviderModule, PrismaModule],
   providers: [ExchangeRateDataService],
   exports: [ExchangeRateDataService]
 })

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

@@ -1,27 +1,46 @@
-import { currencyPairs } from '@ghostfolio/common/config';
+import { baseCurrency } from '@ghostfolio/common/config';
 import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
 import { Injectable } from '@nestjs/common';
-import { Currency } from '@prisma/client';
+import { DataSource } from '@prisma/client';
 import { format } from 'date-fns';
-import { isEmpty, isNumber } from 'lodash';
+import { isEmpty, isNumber, uniq } from 'lodash';
 
 import { DataProviderService } from './data-provider/data-provider.service';
+import { IDataGatheringItem } from './interfaces/interfaces';
+import { PrismaService } from './prisma.service';
 
 @Injectable()
 export class ExchangeRateDataService {
-  private currencyPairs: string[] = [];
+  private currencies: string[] = [];
+  private currencyPairs: IDataGatheringItem[] = [];
   private exchangeRates: { [currencyPair: string]: number } = {};
 
-  public constructor(private dataProviderService: DataProviderService) {
+  public constructor(
+    private readonly dataProviderService: DataProviderService,
+    private readonly prismaService: PrismaService
+  ) {
     this.initialize();
   }
 
+  public getCurrencies() {
+    return this.currencies?.length > 0 ? this.currencies : [baseCurrency];
+  }
+
+  public getCurrencyPairs() {
+    return this.currencyPairs;
+  }
+
   public async initialize() {
+    this.currencies = await this.prepareCurrencies();
     this.currencyPairs = [];
     this.exchangeRates = {};
 
-    for (const { currency1, currency2 } of currencyPairs) {
-      this.addCurrencyPairs(currency1, currency2);
+    for (const {
+      currency1,
+      currency2,
+      dataSource
+    } of this.prepareCurrencyPairs(this.currencies)) {
+      this.addCurrencyPairs({ currency1, currency2, dataSource });
     }
 
     await this.loadCurrencies();
@@ -39,8 +58,8 @@ export class ExchangeRateDataService {
       // Load currencies directly from data provider as a fallback
       // if historical data is not yet available
       const historicalData = await this.dataProviderService.get(
-        this.currencyPairs.map((currencyPair) => {
-          return currencyPair;
+        this.currencyPairs.map(({ dataSource, symbol }) => {
+          return { dataSource, symbol };
         })
       );
 
@@ -67,31 +86,35 @@ export class ExchangeRateDataService {
       };
     });
 
-    this.currencyPairs.forEach((pair) => {
-      const [currency1, currency2] = pair.match(/.{1,3}/g);
+    this.currencyPairs.forEach(({ symbol }) => {
+      const [currency1, currency2] = symbol.match(/.{1,3}/g);
       const date = format(getYesterday(), DATE_FORMAT);
 
-      this.exchangeRates[pair] = resultExtended[pair]?.[date]?.marketPrice;
+      this.exchangeRates[symbol] = resultExtended[symbol]?.[date]?.marketPrice;
 
-      if (!this.exchangeRates[pair]) {
+      if (!this.exchangeRates[symbol]) {
         // Not found, calculate indirectly via USD
-        this.exchangeRates[pair] =
-          resultExtended[`${currency1}${Currency.USD}`]?.[date]?.marketPrice *
-          resultExtended[`${Currency.USD}${currency2}`]?.[date]?.marketPrice;
+        this.exchangeRates[symbol] =
+          resultExtended[`${currency1}${'USD'}`]?.[date]?.marketPrice *
+          resultExtended[`${'USD'}${currency2}`]?.[date]?.marketPrice;
 
         // Calculate the opposite direction
         this.exchangeRates[`${currency2}${currency1}`] =
-          1 / this.exchangeRates[pair];
+          1 / this.exchangeRates[symbol];
       }
     });
   }
 
   public toCurrency(
     aValue: number,
-    aFromCurrency: Currency,
-    aToCurrency: Currency
+    aFromCurrency: string,
+    aToCurrency: string
   ) {
-    if (isNaN(this.exchangeRates[`${Currency.USD}${Currency.CHF}`])) {
+    const hasNaN = Object.values(this.exchangeRates).some((exchangeRate) => {
+      return isNaN(exchangeRate);
+    });
+
+    if (hasNaN) {
       // Reinitialize if data is not loaded correctly
       this.initialize();
     }
@@ -103,8 +126,8 @@ export class ExchangeRateDataService {
         factor = this.exchangeRates[`${aFromCurrency}${aToCurrency}`];
       } else {
         // Calculate indirectly via USD
-        const factor1 = this.exchangeRates[`${aFromCurrency}${Currency.USD}`];
-        const factor2 = this.exchangeRates[`${Currency.USD}${aToCurrency}`];
+        const factor1 = this.exchangeRates[`${aFromCurrency}${'USD'}`];
+        const factor2 = this.exchangeRates[`${'USD'}${aToCurrency}`];
 
         factor = factor1 * factor2;
 
@@ -112,7 +135,7 @@ export class ExchangeRateDataService {
       }
     }
 
-    if (isNumber(factor)) {
+    if (isNumber(factor) && !isNaN(factor)) {
       return factor * aValue;
     }
 
@@ -123,8 +146,73 @@ export class ExchangeRateDataService {
     return aValue;
   }
 
-  private addCurrencyPairs(aCurrency1: Currency, aCurrency2: Currency) {
-    this.currencyPairs.push(`${aCurrency1}${aCurrency2}`);
-    this.currencyPairs.push(`${aCurrency2}${aCurrency1}`);
+  private addCurrencyPairs({
+    currency1,
+    currency2,
+    dataSource
+  }: {
+    currency1: string;
+    currency2: string;
+    dataSource: DataSource;
+  }) {
+    this.currencyPairs.push({
+      dataSource,
+      symbol: `${currency1}${currency2}`
+    });
+    this.currencyPairs.push({
+      dataSource,
+      symbol: `${currency2}${currency1}`
+    });
+  }
+
+  private async prepareCurrencies(): Promise<string[]> {
+    const currencies: string[] = [];
+
+    (
+      await this.prismaService.account.findMany({
+        distinct: ['currency'],
+        orderBy: [{ currency: 'asc' }],
+        select: { currency: true }
+      })
+    ).forEach((account) => {
+      currencies.push(account.currency);
+    });
+
+    (
+      await this.prismaService.settings.findMany({
+        distinct: ['currency'],
+        orderBy: [{ currency: 'asc' }],
+        select: { currency: true }
+      })
+    ).forEach((userSettings) => {
+      currencies.push(userSettings.currency);
+    });
+
+    (
+      await this.prismaService.symbolProfile.findMany({
+        distinct: ['currency'],
+        orderBy: [{ currency: 'asc' }],
+        select: { currency: true }
+      })
+    ).forEach((symbolProfile) => {
+      currencies.push(symbolProfile.currency);
+    });
+
+    return uniq(currencies).sort();
+  }
+
+  private prepareCurrencyPairs(aCurrencies: string[]) {
+    return aCurrencies
+      .filter((currency) => {
+        return currency !== baseCurrency;
+      })
+      .map((currency) => {
+        return {
+          currency1: baseCurrency,
+          currency2: currency,
+          dataSource: this.dataProviderService.getPrimaryDataSource(),
+          symbol: `${baseCurrency}${currency}`
+        };
+      });
   }
 }

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

@@ -2,7 +2,6 @@ import {
   Account,
   AssetClass,
   AssetSubClass,
-  Currency,
   DataSource,
   SymbolProfile
 } from '@prisma/client';
@@ -17,7 +16,7 @@ export const MarketState = {
 
 export interface IOrder {
   account: Account;
-  currency: Currency;
+  currency: string;
   date: string;
   fee: number;
   id?: string;
@@ -38,7 +37,7 @@ export interface IDataProviderResponse {
   assetClass?: AssetClass;
   assetSubClass?: AssetSubClass;
   countries?: { code: string; weight: number }[];
-  currency: Currency;
+  currency: string;
   dataSource: DataSource;
   exchange?: string;
   marketChange?: number;
@@ -46,6 +45,7 @@ export interface IDataProviderResponse {
   marketPrice: number;
   marketState: MarketState;
   name?: string;
+  sectors?: { name: string; weight: number }[];
   url?: string;
 }
 

apps/api/src/services/interfaces/symbol-profile.interface.ts

@@ -1,17 +1,12 @@
 import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
-import {
-  AssetClass,
-  AssetSubClass,
-  Currency,
-  DataSource
-} from '@prisma/client';
+import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 
 export interface EnhancedSymbolProfile {
   assetClass: AssetClass;
   assetSubClass: AssetSubClass;
   createdAt: Date;
-  currency: Currency | null;
+  currency: string | null;
   dataSource: DataSource;
   id: string;
   name: string | null;

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

@@ -52,6 +52,13 @@ const routes: Routes = [
     loadChildren: () =>
       import('./pages/home/home-page.module').then((m) => m.HomePageModule)
   },
+  {
+    path: 'p',
+    loadChildren: () =>
+      import('./pages/public/public-page.module').then(
+        (m) => m.PublicPageModule
+      )
+  },
   {
     path: 'portfolio',
     loadChildren: () =>

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

@@ -28,7 +28,10 @@
   <router-outlet></router-outlet>
 </main>
 
-<footer *ngIf="!user" class="footer d-flex justify-content-center w-100">
+<footer
+  *ngIf="currentRoute === 'start'"
+  class="footer d-flex justify-content-center w-100"
+>
   <div class="container text-center">
     <div>
       © {{ currentYear }} <a href="https://ghostfol.io">Ghostfolio</a>

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

@@ -9,8 +9,14 @@
   <ng-container matColumnDef="type">
     <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Type</th>
     <td *matCellDef="let element" class="px-1" mat-cell>
-      <ion-icon class="mr-1" name="lock-closed-outline"></ion-icon>
-      Restricted View
+      <ng-container *ngIf="element.type === 'PUBLIC'">
+        <ion-icon class="mr-1" name="link-outline"></ion-icon>
+        {{ baseUrl }}/p/{{ element.id }}
+      </ng-container>
+      <ng-container *ngIf="element.type === 'RESTRICTED_VIEW'">
+        <ion-icon class="mr-1" name="lock-closed-outline"></ion-icon>
+        Restricted View
+      </ng-container>
     </td></ng-container
   >
 

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

@@ -17,6 +17,7 @@ import { Access } from '@ghostfolio/common/interfaces';
 export class AccessTableComponent implements OnChanges, OnInit {
   @Input() accesses: Access[];
 
+  public baseUrl = window.location.origin;
   public dataSource: MatTableDataSource<Access>;
   public displayedColumns = ['granteeAlias', 'type'];
 

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

@@ -51,7 +51,7 @@
 
   <ng-container matColumnDef="balance">
     <th *matHeaderCellDef class="px-1 text-right" i18n mat-header-cell>
-      Balance
+      Cash Balance
     </th>
     <td *matCellDef="let element" class="px-1 text-right" mat-cell>
       <gf-value

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

@@ -5,10 +5,10 @@ import { MatInputModule } from '@angular/material/input';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatTableModule } from '@angular/material/table';
 import { RouterModule } from '@angular/router';
+import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
 import { GfSymbolIconModule } from '../symbol-icon/symbol-icon.module';
-import { GfValueModule } from '../value/value.module';
 import { AccountsTableComponent } from './accounts-table.component';
 
 @NgModule({

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

@@ -17,7 +17,6 @@
       >Overview</a
     >
     <a
-      *ngIf="user?.settings?.viewMode === 'DEFAULT'"
       class="d-none d-sm-block mx-1"
       i18n
       mat-flat-button
@@ -28,18 +27,6 @@
       [routerLink]="['/portfolio']"
       >Portfolio</a
     >
-    <a
-      *ngIf="user?.settings?.viewMode !== 'DEFAULT'"
-      class="d-none d-sm-block mx-1"
-      i18n
-      mat-flat-button
-      [ngClass]="{
-        'font-weight-bold': currentRoute === 'portfolio',
-        'text-decoration-underline': currentRoute === 'portfolio'
-      }"
-      [routerLink]="['/portfolio', 'transactions']"
-      >Transactions</a
-    >
     <a
       class="d-none d-sm-block mx-1"
       i18n
@@ -166,7 +153,6 @@
         >Overview</a
       >
       <a
-        *ngIf="user?.settings?.viewMode === 'DEFAULT'"
         class="d-block d-sm-none"
         i18n
         mat-menu-item
@@ -176,17 +162,6 @@
         [routerLink]="['/portfolio']"
         >Portfolio</a
       >
-      <a
-        *ngIf="user?.settings?.viewMode !== 'DEFAULT'"
-        class="d-block d-sm-none"
-        i18n
-        mat-menu-item
-        [ngClass]="{
-          'font-weight-bold': currentRoute === 'portfolio'
-        }"
-        [routerLink]="['/portfolio', 'transactions']"
-        >Transactions</a
-      >
       <a
         class="d-block d-sm-none"
         i18n

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

@@ -5,7 +5,7 @@ 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 '@ghostfolio/ui/logo';
 
 import { HeaderComponent } from './header.component';
 

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

@@ -1,4 +1,4 @@
-import { LineChartItem } from '../../line-chart/interfaces/line-chart.interface';
+import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
 
 export interface PositionDetailDialogParams {
   deviceType: string;

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

@@ -7,11 +7,11 @@ import {
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
+import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
 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';
 
 @Component({

apps/client/src/app/components/performance-chart-dialog/performance-chart-dialog.html

@@ -13,6 +13,7 @@
       [benchmarkDataItems]="benchmarkDataItems"
       [benchmarkLabel]="benchmarkLabel"
       [historicalDataItems]="historicalDataItems"
+      [showGradient]="true"
       [showLegend]="true"
       [showXAxis]="true"
       [showYAxis]="false"

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

@@ -2,13 +2,13 @@ import { CommonModule } from '@angular/common';
 import { NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
-import { GfLineChartModule } from '@ghostfolio/client/components/line-chart/line-chart.module';
+import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
+import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
 import { GfDialogFooterModule } from '../dialog-footer/dialog-footer.module';
 import { GfDialogHeaderModule } from '../dialog-header/dialog-header.module';
 import { GfFearAndGreedIndexModule } from '../fear-and-greed-index/fear-and-greed-index.module';
-import { GfValueModule } from '../value/value.module';
 import { PerformanceChartDialog } from './performance-chart-dialog.component';
 
 @NgModule({

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

@@ -37,7 +37,7 @@
         [colorizeSign]="true"
         [isCurrency]="true"
         [locale]="locale"
-        [value]="isLoading ? undefined : performance?.currentGrossPerformance"
+        [value]="isLoading ? undefined : performance?.currentNetPerformance"
       ></gf-value>
     </div>
     <div class="col">
@@ -46,7 +46,7 @@
         [isPercent]="true"
         [locale]="locale"
         [value]="
-          isLoading ? undefined : performance?.currentGrossPerformancePercent
+          isLoading ? undefined : performance?.currentNetPerformancePercent
         "
       ></gf-value>
     </div>

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

@@ -8,7 +8,6 @@ import {
   ViewChild
 } from '@angular/core';
 import { PortfolioPerformance } from '@ghostfolio/common/interfaces';
-import { Currency } from '@prisma/client';
 import { CountUp } from 'countup.js';
 import { isNumber } from 'lodash';
 
@@ -19,7 +18,7 @@ import { isNumber } from 'lodash';
   styleUrls: ['./portfolio-performance.component.scss']
 })
 export class PortfolioPerformanceComponent implements OnChanges, OnInit {
-  @Input() baseCurrency: Currency;
+  @Input() baseCurrency: string;
   @Input() isLoading: boolean;
   @Input() locale: string;
   @Input() performance: PortfolioPerformance;
@@ -52,7 +51,7 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
 
         new CountUp(
           'value',
-          this.performance?.currentGrossPerformancePercent * 100,
+          this.performance?.currentNetPerformancePercent * 100,
           {
             decimalPlaces: 2,
             duration: 0.75,

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

@@ -1,8 +1,8 @@
 import { CommonModule } from '@angular/common';
 import { NgModule } from '@angular/core';
+import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
-import { GfValueModule } from '../value/value.module';
 import { PortfolioPerformanceComponent } from './portfolio-performance.component';
 
 @NgModule({