Release 1.68.0 (#450)

* Extend statistics

* Update changelog

.prettierignore

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

CHANGELOG.md

@@ -5,6 +5,161 @@ 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).
 
+## 1.68.0 - 01.11.2021
+
+### Changed
+
+- Prettified the generic scraper symbols in the portfolio proportion chart component
+- Extended the statistics section on the about page by the active users count (7d)
+- Extended the statistics section on the about page by the new users count
+
+## 1.67.0 - 31.10.2021
+
+### Added
+
+- Added more details to the public page (currencies, sectors, continents and regions)
+- Added a `Dockerfile` and documentation to build a _Docker_ image
+
+## 1.66.0 - 30.10.2021
+
+### Changed
+
+- Improved the landing page
+- Ordered the granted accesses by type
+
+## 1.65.0 - 25.10.2021
+
+### Added
+
+- Added the user interface for granting and revoking public access to share the portfolio
+
+### Changed
+
+- Moved the data enhancer calls from the data provider (`get()`) to the data gathering service to reduce traffic to 3rd party data providers
+- Changed the profile data gathering from every 12 hours to once every weekend
+
+## 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 the 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

Dockerfile

@@ -0,0 +1,51 @@
+FROM node:14-alpine as builder
+
+# Build application and add additional files
+
+WORKDIR /ghostfolio
+
+# Only add basic files without the application itself to avoid rebuilding
+# layers when files (package.json etc.) have not changed
+COPY ./CHANGELOG.md CHANGELOG.md
+COPY ./LICENSE LICENSE
+COPY ./package.json package.json
+COPY ./yarn.lock yarn.lock
+COPY ./prisma/schema.prisma prisma/schema.prisma
+
+RUN yarn
+
+# See https://github.com/nrwl/nx/issues/6586 for further details
+COPY ./decorate-angular-cli.js decorate-angular-cli.js
+RUN node decorate-angular-cli.js
+
+COPY ./angular.json angular.json
+COPY ./nx.json nx.json
+COPY ./replace.build.js replace.build.js
+COPY ./jest.preset.js jest.preset.js
+COPY ./jest.config.js jest.config.js
+COPY ./tsconfig.base.json tsconfig.base.json
+COPY ./libs libs
+COPY ./apps apps
+
+RUN yarn build:all
+
+# Prepare the dist image with additional node_modules
+WORKDIR /ghostfolio/dist/apps/api
+# package.json was generated by the build process, however the original
+# yarn.lock needs to be used to ensure the same versions
+COPY ./yarn.lock /ghostfolio/dist/apps/api/yarn.lock
+
+RUN yarn
+COPY prisma /ghostfolio/dist/apps/api/prisma
+
+# Overwrite the generated package.json with the original one to ensure having
+# all the scripts
+COPY package.json /ghostfolio/dist/apps/api
+RUN yarn database:generate-typings
+
+# Image to run, copy everything needed from builder
+FROM node:14-alpine
+COPY --from=builder /ghostfolio/dist/apps /ghostfolio/apps
+WORKDIR /ghostfolio/apps/api
+EXPOSE 3333
+CMD [ "node", "main" ]

README.md

@@ -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 further instructions in the section [Run with Docker](#run-with-docker).
 
 ## Why Ghostfolio?
 
@@ -81,13 +81,44 @@ The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://
 
 The frontend is built with [Angular](https://angular.io) and uses [Angular Material](https://material.angular.io) with utility classes from [Bootstrap](https://getbootstrap.com).
 
-## Getting Started
+## Run with Docker
 
 ### Prerequisites
 
+- [Docker](https://www.docker.com/products/docker-desktop)
+
+### Setup Docker Image
+
+Run the following commands to build and start the Docker image:
+
+```bash
+docker-compose -f docker/docker-compose-build-local.yml build
+docker-compose -f docker/docker-compose-build-local.yml up
+```
+
+### Setup Database
+
+Run the following command to setup the database once Ghostfolio is running:
+
+```bash
+docker-compose -f docker/docker-compose-build-local.yml exec ghostfolio yarn setup:database
+```
+
+### Fetch Historical Data
+
+Open http://localhost:3333 in your browser and accomplish these steps:
+
+1. Login as _Admin_ with the following _Security Token_: `ae76872ae8f3419c6d6f64bf51888ecbcc703927a342d815fafe486acdb938da07d0cf44fca211a0be74a423238f535362d390a41e81e633a9ce668a6e31cdf9`
+1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
+1. Click _Sign out_ and check out the _Live Demo_
+
+## Development
+
+### Prerequisites
+
+- [Docker](https://www.docker.com/products/docker-desktop)
 - [Node.js](https://nodejs.org/en/download) (version 14+)
 - [Yarn](https://yarnpkg.com/en/docs/install)
-- [Docker](https://www.docker.com/products/docker-desktop)
 
 ### Setup
 
@@ -101,18 +132,14 @@ The frontend is built with [Angular](https://angular.io) and uses [Angular Mater
 1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
 1. Click _Sign out_ and check out the _Live Demo_
 
-## Development
-
-Please make sure you have completed the instructions from [_Setup_](#Setup).
-
-### Start server
+### Start Server
 
 <ol type="a">
-  <li>Debug: Run <code>yarn watch:server</code> and click "Launch Program" in <i>Visual Studio Code</i></li>
+  <li>Debug: Run <code>yarn watch:server</code> and click "Launch Program" in <a href="https://code.visualstudio.com">Visual Studio Code</a></li>
   <li>Serve: Run <code>yarn start:server</code></li>
 </ol>
 
-### Start client
+### Start Client
 
 Run `yarn start:client`
 

angular.json

@@ -35,6 +35,7 @@
           },
           "configurations": {
             "production": {
+              "generatePackageJson": true,
               "optimization": true,
               "extractLicenses": true,
               "inspect": false,
@@ -99,12 +100,12 @@
               {
                 "glob": "CHANGELOG.md",
                 "input": "",
-                "output": "./"
+                "output": "./assets"
               },
               {
                 "glob": "LICENSE",
                 "input": "",
-                "output": "./"
+                "output": "./assets"
               },
               {
                 "glob": "robots.txt",

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

@@ -1,10 +1,29 @@
 import { Access } from '@ghostfolio/common/interfaces';
+import {
+  getPermissions,
+  hasPermission,
+  permissions
+} from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
-import { Controller, Get, Inject, UseGuards } from '@nestjs/common';
+import {
+  Body,
+  Controller,
+  Delete,
+  Get,
+  HttpException,
+  Inject,
+  Param,
+  Post,
+  UseGuards
+} from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
+import { Access as AccessModel } from '@prisma/client';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
+import { AccessModule } from './access.module';
 import { AccessService } from './access.service';
+import { CreateAccessDto } from './create-access.dto';
 
 @Controller('access')
 export class AccessController {
@@ -20,13 +39,69 @@ export class AccessController {
       include: {
         GranteeUser: true
       },
+      orderBy: { granteeUserId: 'asc' },
       where: { userId: this.request.user.id }
     });
 
     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'
       };
     });
   }
+
+  @Post()
+  @UseGuards(AuthGuard('jwt'))
+  public async createAccess(
+    @Body() data: CreateAccessDto
+  ): Promise<AccessModel> {
+    if (
+      !hasPermission(
+        getPermissions(this.request.user.role),
+        permissions.createAccess
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.accessService.createAccess({
+      User: { connect: { id: this.request.user.id } }
+    });
+  }
+
+  @Delete(':id')
+  @UseGuards(AuthGuard('jwt'))
+  public async deleteAccess(@Param('id') id: string): Promise<AccessModule> {
+    if (
+      !hasPermission(
+        getPermissions(this.request.user.role),
+        permissions.deleteAccess
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.accessService.deleteAccess({
+      id_userId: {
+        id,
+        userId: this.request.user.id
+      }
+    });
+  }
 }

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

@@ -1,12 +1,23 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { AccessWithGranteeUser } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
-import { Prisma } from '@prisma/client';
+import { Access, Prisma } from '@prisma/client';
 
 @Injectable()
 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;
@@ -26,4 +37,18 @@ export class AccessService {
       where
     });
   }
+
+  public async createAccess(data: Prisma.AccessCreateInput): Promise<Access> {
+    return this.prismaService.access.create({
+      data
+    });
+  }
+
+  public async deleteAccess(
+    where: Prisma.AccessWhereUniqueInput
+  ): Promise<Access> {
+    return this.prismaService.access.delete({
+      where
+    });
+  }
 }

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

@@ -0,0 +1 @@
+export class CreateAccessDto {}

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.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/cache/cache.module.ts

@@ -1,30 +1,28 @@
 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 { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
 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: [
+    DataGatheringModule,
+    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/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.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

@@ -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 +1,8 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
 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 +12,9 @@ import { InfoService } from './info.service';
 
 @Module({
   imports: [
+    DataGatheringModule,
+    DataProviderModule,
+    ExchangeRateDataModule,
     JwtModule.register({
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
@@ -21,15 +22,10 @@ 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()
     };
@@ -132,6 +136,28 @@ export class InfoService {
     }
   }
 
+  private async countNewUsers(aDays: number) {
+    return await this.prismaService.user.count({
+      orderBy: {
+        createdAt: 'desc'
+      },
+      where: {
+        AND: [
+          {
+            NOT: {
+              Analytics: null
+            }
+          },
+          {
+            createdAt: {
+              gt: subDays(new Date(), aDays)
+            }
+          }
+        ]
+      }
+    });
+  }
+
   private getDemoAuthToken() {
     return this.jwtService.sign({
       id: InfoService.DEMO_USER_ID
@@ -151,15 +177,19 @@ export class InfoService {
     }
 
     const activeUsers1d = await this.countActiveUsers(1);
+    const activeUsers7d = await this.countActiveUsers(7);
     const activeUsers30d = await this.countActiveUsers(30);
+    const newUsers30d = await this.countNewUsers(30);
     const gitHubContributors = await this.countGitHubContributors();
     const gitHubStargazers = await this.countGitHubStargazers();
 
     return {
       activeUsers1d,
+      activeUsers7d,
       activeUsers30d,
       gitHubContributors,
-      gitHubStargazers
+      gitHubStargazers,
+      newUsers30d
     };
   }
 

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/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, DataSource, MarketData } from '@prisma/client';
+import { DataSource, MarketData } from '@prisma/client';
 
 import { CurrentRateService } from './current-rate.service';
 import { MarketDataService } from './market-data.service';
@@ -72,15 +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();
@@ -95,10 +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
@@ -108,13 +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))
         },
-        userCurrency: Currency.CHF
+        userCurrency: 'CHF'
       })
     ).toMatchObject([
       {

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

@@ -2,7 +2,6 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { resetHours } from '@ghostfolio/common/helper';
 import { Injectable } from '@nestjs/common';
-import { DataSource } from '@prisma/client';
 import { isBefore, isToday } from 'date-fns';
 import { flatten } from 'lodash';
 
@@ -27,12 +26,15 @@ export class CurrentRateService {
   }: GetValueParams): Promise<GetValueObject> {
     if (isToday(date)) {
       const dataProviderResult = await this.dataProviderService.get([
-        { symbol, dataSource: DataSource.YAHOO }
+        {
+          symbol,
+          dataSource: this.dataProviderService.getPrimaryDataSource()
+        }
       ]);
       return {
+        symbol,
         date: resetHours(date),
-        marketPrice: dataProviderResult?.[symbol]?.marketPrice ?? 0,
-        symbol: symbol
+        marketPrice: dataProviderResult?.[symbol]?.marketPrice ?? 0
       };
     }
 

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

@@ -1,11 +1,10 @@
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
-import { Currency } from '@prisma/client';
 
 import { DateQuery } from './date-query.interface';
 
 export interface GetValuesParams {
-  currencies: { [symbol: string]: Currency };
+  currencies: { [symbol: string]: string };
   dataGatheringItems: IDataGatheringItem[];
   dateQuery: DateQuery;
-  userCurrency: Currency;
+  userCurrency: string;
 }

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

@@ -1,9 +1,9 @@
 import { OrderType } from '@ghostfolio/api/models/order-type';
-import { Currency, DataSource } 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;

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;

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

@@ -1,8 +1,8 @@
-import { Currency, DataSource } 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;

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

@@ -1,7 +1,6 @@
-import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { OrderType } from '@ghostfolio/api/models/order-type';
 import { parseDate, resetHours } from '@ghostfolio/common/helper';
-import { Currency, DataSource } from '@prisma/client';
+import { DataSource } from '@prisma/client';
 import Big from 'big.js';
 import {
   addDays,
@@ -134,7 +133,7 @@ describe('PortfolioCalculator', () => {
     it('with orders of only one symbol', () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.computeTransactionPoints(ordersVTI);
       const portfolioItemsAtTransactionPoints =
@@ -148,7 +147,7 @@ describe('PortfolioCalculator', () => {
     it('with orders of only one symbol and a fee', () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       const orders: PortfolioOrder[] = [
         {
@@ -158,7 +157,7 @@ describe('PortfolioCalculator', () => {
           symbol: 'VTI',
           type: OrderType.Buy,
           unitPrice: new Big('144.38'),
-          currency: Currency.USD,
+          currency: 'USD',
           dataSource: DataSource.YAHOO,
           fee: new Big('5')
         },
@@ -169,7 +168,7 @@ describe('PortfolioCalculator', () => {
           symbol: 'VTI',
           type: OrderType.Buy,
           unitPrice: new Big('147.99'),
-          currency: Currency.USD,
+          currency: 'USD',
           dataSource: DataSource.YAHOO,
           fee: new Big('10')
         },
@@ -180,7 +179,7 @@ describe('PortfolioCalculator', () => {
           symbol: 'VTI',
           type: OrderType.Sell,
           unitPrice: new Big('151.41'),
-          currency: Currency.USD,
+          currency: 'USD',
           dataSource: DataSource.YAHOO,
           fee: new Big('5')
         }
@@ -198,7 +197,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTI',
               investment: new Big('1443.8'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               transactionCount: 1,
               fee: new Big('5')
@@ -213,7 +212,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('20'),
               symbol: 'VTI',
               investment: new Big('2923.7'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               transactionCount: 2,
               fee: new Big('15')
@@ -228,7 +227,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'VTI',
               investment: new Big('652.55'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               transactionCount: 3,
               fee: new Big('20')
@@ -241,7 +240,7 @@ describe('PortfolioCalculator', () => {
     it('with orders of two different symbols and a fee', () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       const orders: PortfolioOrder[] = [
         {
@@ -251,7 +250,7 @@ describe('PortfolioCalculator', () => {
           symbol: 'VTI',
           type: OrderType.Buy,
           unitPrice: new Big('144.38'),
-          currency: Currency.USD,
+          currency: 'USD',
           dataSource: DataSource.YAHOO,
           fee: new Big('5')
         },
@@ -262,7 +261,7 @@ describe('PortfolioCalculator', () => {
           symbol: 'VTX',
           type: OrderType.Buy,
           unitPrice: new Big('147.99'),
-          currency: Currency.USD,
+          currency: 'USD',
           dataSource: DataSource.YAHOO,
           fee: new Big('10')
         },
@@ -273,7 +272,7 @@ describe('PortfolioCalculator', () => {
           symbol: 'VTI',
           type: OrderType.Sell,
           unitPrice: new Big('151.41'),
-          currency: Currency.USD,
+          currency: 'USD',
           dataSource: DataSource.YAHOO,
           fee: new Big('5')
         }
@@ -291,7 +290,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTI',
               investment: new Big('1443.8'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               transactionCount: 1,
               fee: new Big('5')
@@ -306,7 +305,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTI',
               investment: new Big('1443.8'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               transactionCount: 1,
               fee: new Big('5')
@@ -316,7 +315,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTX',
               investment: new Big('1479.9'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-08-03',
               transactionCount: 1,
               fee: new Big('10')
@@ -331,7 +330,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'VTI',
               investment: new Big('686.75'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               transactionCount: 2,
               fee: new Big('10')
@@ -341,7 +340,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTX',
               investment: new Big('1479.9'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-08-03',
               transactionCount: 1,
               fee: new Big('10')
@@ -355,7 +354,7 @@ describe('PortfolioCalculator', () => {
       const orders: PortfolioOrder[] = [
         ...ordersVTI,
         {
-          currency: Currency.USD,
+          currency: 'USD',
           dataSource: DataSource.YAHOO,
           date: '2021-02-01',
           name: 'Vanguard Total Stock Market Index Fund ETF Shares',
@@ -368,7 +367,7 @@ describe('PortfolioCalculator', () => {
       ];
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.computeTransactionPoints(orders);
       const portfolioItemsAtTransactionPoints =
@@ -379,7 +378,7 @@ describe('PortfolioCalculator', () => {
           date: '2019-02-01',
           items: [
             {
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               investment: new Big('1443.8'),
@@ -394,7 +393,7 @@ describe('PortfolioCalculator', () => {
           date: '2019-08-03',
           items: [
             {
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               investment: new Big('2923.7'),
@@ -409,7 +408,7 @@ describe('PortfolioCalculator', () => {
           date: '2020-02-02',
           items: [
             {
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               investment: new Big('652.55'),
@@ -424,7 +423,7 @@ describe('PortfolioCalculator', () => {
           date: '2021-02-01',
           items: [
             {
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               investment: new Big('6627.05'),
@@ -439,7 +438,7 @@ describe('PortfolioCalculator', () => {
           date: '2021-08-01',
           items: [
             {
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               investment: new Big('8403.95'),
@@ -457,7 +456,7 @@ describe('PortfolioCalculator', () => {
       const orders: PortfolioOrder[] = [
         ...ordersVTI,
         {
-          currency: Currency.USD,
+          currency: 'USD',
           dataSource: DataSource.YAHOO,
           date: '2019-09-01',
           name: 'Amazon.com, Inc.',
@@ -470,7 +469,7 @@ describe('PortfolioCalculator', () => {
       ];
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.computeTransactionPoints(orders);
       const portfolioItemsAtTransactionPoints =
@@ -485,7 +484,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTI',
               investment: new Big('1443.8'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               fee: new Big(0),
               transactionCount: 1
@@ -500,7 +499,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('20'),
               symbol: 'VTI',
               investment: new Big('2923.7'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               fee: new Big(0),
               transactionCount: 2
@@ -515,7 +514,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'AMZN',
               investment: new Big('10109.95'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-09-01',
               fee: new Big(0),
               transactionCount: 1
@@ -525,7 +524,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('20'),
               symbol: 'VTI',
               investment: new Big('2923.7'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               fee: new Big(0),
               transactionCount: 2
@@ -540,7 +539,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'AMZN',
               investment: new Big('10109.95'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-09-01',
               fee: new Big(0),
               transactionCount: 1
@@ -550,7 +549,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'VTI',
               investment: new Big('652.55'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               fee: new Big(0),
               transactionCount: 3
@@ -565,7 +564,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'AMZN',
               investment: new Big('10109.95'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-09-01',
               fee: new Big(0),
               transactionCount: 1
@@ -575,7 +574,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('15'),
               symbol: 'VTI',
               investment: new Big('2684.05'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               fee: new Big(0),
               transactionCount: 4
@@ -590,7 +589,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'AMZN',
               investment: new Big('10109.95'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-09-01',
               fee: new Big(0),
               transactionCount: 1
@@ -600,7 +599,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('25'),
               symbol: 'VTI',
               investment: new Big('4460.95'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2019-02-01',
               fee: new Big(0),
               transactionCount: 5
@@ -620,7 +619,7 @@ describe('PortfolioCalculator', () => {
           symbol: 'AMZN',
           type: OrderType.Buy,
           unitPrice: new Big('2021.99'),
-          currency: Currency.USD,
+          currency: 'USD',
           dataSource: DataSource.YAHOO,
           fee: new Big(0)
         },
@@ -631,14 +630,14 @@ describe('PortfolioCalculator', () => {
           symbol: 'AMZN',
           type: OrderType.Sell,
           unitPrice: new Big('2412.23'),
-          currency: Currency.USD,
+          currency: 'USD',
           dataSource: DataSource.YAHOO,
           fee: new Big(0)
         }
       ];
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.computeTransactionPoints(orders);
       const portfolioItemsAtTransactionPoints =
@@ -652,7 +651,7 @@ describe('PortfolioCalculator', () => {
     it('with mixed symbols', () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.computeTransactionPoints(ordersMixedSymbols);
       const portfolioItemsAtTransactionPoints =
@@ -667,7 +666,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('50'),
               symbol: 'TSLA',
               investment: new Big('2148.5'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2017-01-03',
               fee: new Big(0),
               transactionCount: 1
@@ -682,7 +681,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('0.5614682'),
               symbol: 'BTCUSD',
               investment: new Big('1999.9999999999998659756'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2017-07-01',
               fee: new Big(0),
               transactionCount: 1
@@ -692,7 +691,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('50'),
               symbol: 'TSLA',
               investment: new Big('2148.5'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2017-01-03',
               fee: new Big(0),
               transactionCount: 1
@@ -707,7 +706,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'AMZN',
               investment: new Big('10109.95'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2018-09-01',
               fee: new Big(0),
               transactionCount: 1
@@ -717,7 +716,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('0.5614682'),
               symbol: 'BTCUSD',
               investment: new Big('1999.9999999999998659756'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2017-07-01',
               fee: new Big(0),
               transactionCount: 1
@@ -727,7 +726,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('50'),
               symbol: 'TSLA',
               investment: new Big('2148.5'),
-              currency: Currency.USD,
+              currency: 'USD',
               firstBuyDate: '2017-01-03',
               fee: new Big(0),
               transactionCount: 1
@@ -742,7 +741,7 @@ describe('PortfolioCalculator', () => {
     it('with single TSLA and early start', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints(orderTslaTransactionPoint);
 
@@ -782,7 +781,7 @@ describe('PortfolioCalculator', () => {
     it('with single TSLA and buy day start', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints(orderTslaTransactionPoint);
 
@@ -822,7 +821,7 @@ describe('PortfolioCalculator', () => {
     it('with single TSLA and late start', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints(orderTslaTransactionPoint);
 
@@ -862,7 +861,7 @@ describe('PortfolioCalculator', () => {
     it('with VTI only', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints(ordersVTITransactionPoints);
 
@@ -905,7 +904,7 @@ describe('PortfolioCalculator', () => {
     it('with buy and sell', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints(transactionPointsBuyAndSell);
 
@@ -959,7 +958,7 @@ describe('PortfolioCalculator', () => {
     it('with buy, sell, buy', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints([
         {
@@ -969,7 +968,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'VTI',
               investment: new Big('805.9'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-09-01',
               fee: new Big(0),
@@ -984,7 +983,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('0'),
               symbol: 'VTI',
               investment: new Big('0'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-09-01',
               fee: new Big(0),
@@ -999,7 +998,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'VTI',
               investment: new Big('1013.9'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-09-01',
               fee: new Big(0),
@@ -1047,7 +1046,7 @@ describe('PortfolioCalculator', () => {
     it('with performance since Jan 1st, 2020', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       const transactionPoints: TransactionPoint[] = [
         {
@@ -1057,7 +1056,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTI',
               investment: new Big('1443.8'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(0),
@@ -1072,7 +1071,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('20'),
               symbol: 'VTI',
               investment: new Big('2923.7'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(0),
@@ -1130,7 +1129,7 @@ describe('PortfolioCalculator', () => {
     it('with net performance since Jan 1st, 2020 - include fees', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       const transactionPoints: TransactionPoint[] = [
         {
@@ -1140,7 +1139,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTI',
               investment: new Big('1443.8'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(50),
@@ -1155,7 +1154,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('20'),
               symbol: 'VTI',
               investment: new Big('2923.7'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(100),
@@ -1223,7 +1222,7 @@ describe('PortfolioCalculator', () => {
     it('with net performance since Feb 1st, 2019 - include fees', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       const transactionPoints: TransactionPoint[] = [
         {
@@ -1233,7 +1232,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTI',
               investment: new Big('1443.8'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(50),
@@ -1248,7 +1247,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('20'),
               symbol: 'VTI',
               investment: new Big('2923.7'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(100),
@@ -1311,7 +1310,7 @@ describe('PortfolioCalculator', () => {
     it('with TWR example from Investopedia: Scenario 1', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints([
         {
@@ -1321,7 +1320,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('1000000'), // 1 million
               symbol: 'MFA', // Mutual Fund A
               investment: new Big('1000000'), // 1 million
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2010-12-31',
               fee: new Big(0),
@@ -1336,7 +1335,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('1086022.689344541'), // 1,000,000 + 100,000 / 1.162484
               symbol: 'MFA', // Mutual Fund A
               investment: new Big('1100000'), // 1,000,000 + 100,000
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2010-12-31',
               fee: new Big(0),
@@ -1388,7 +1387,7 @@ describe('PortfolioCalculator', () => {
     it('with example from chsoft.ch: Performance of a Combination of Investments', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.CHF
+        'CHF'
       );
       portfolioCalculator.setTransactionPoints([
         {
@@ -1398,7 +1397,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('200'),
               symbol: 'SPA', // Sub Portfolio A
               investment: new Big('200'),
-              currency: Currency.CHF,
+              currency: 'CHF',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2012-12-31',
               fee: new Big(0),
@@ -1408,7 +1407,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('300'),
               symbol: 'SPB', // Sub Portfolio B
               investment: new Big('300'),
-              currency: Currency.CHF,
+              currency: 'CHF',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2012-12-31',
               fee: new Big(0),
@@ -1423,7 +1422,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('200'),
               symbol: 'SPA', // Sub Portfolio A
               investment: new Big('200'),
-              currency: Currency.CHF,
+              currency: 'CHF',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2012-12-31',
               fee: new Big(0),
@@ -1433,7 +1432,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('300'),
               symbol: 'SPB', // Sub Portfolio B
               investment: new Big('300'),
-              currency: Currency.CHF,
+              currency: 'CHF',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2012-12-31',
               fee: new Big(0),
@@ -1494,7 +1493,7 @@ describe('PortfolioCalculator', () => {
     it('with yearly', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints(ordersVTITransactionPoints);
       const timelineSpecification: TimelineSpecification[] = [
@@ -1537,7 +1536,7 @@ describe('PortfolioCalculator', () => {
     it('with yearly and fees', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       const transactionPoints: TransactionPoint[] = [
         {
@@ -1547,7 +1546,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTI',
               investment: new Big('1443.8'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(50),
@@ -1562,7 +1561,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('20'),
               symbol: 'VTI',
               investment: new Big('2923.7'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(100),
@@ -1577,7 +1576,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'VTI',
               investment: new Big('652.55'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(150),
@@ -1592,7 +1591,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('15'),
               symbol: 'VTI',
               investment: new Big('2684.05'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(200),
@@ -1607,7 +1606,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('25'),
               symbol: 'VTI',
               investment: new Big('4460.95'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(250),
@@ -1657,7 +1656,7 @@ describe('PortfolioCalculator', () => {
     it('with monthly', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints(ordersVTITransactionPoints);
       const timelineSpecification: TimelineSpecification[] = [
@@ -1889,7 +1888,7 @@ describe('PortfolioCalculator', () => {
     it('with yearly and monthly mixed', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints(ordersVTITransactionPoints);
       const timelineSpecification: TimelineSpecification[] = [
@@ -1971,7 +1970,7 @@ describe('PortfolioCalculator', () => {
     it('with all mixed', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints(ordersVTITransactionPoints);
       const timelineSpecification: TimelineSpecification[] = [
@@ -2262,7 +2261,7 @@ describe('PortfolioCalculator', () => {
     it('with mixed portfolio', async () => {
       const portfolioCalculator = new PortfolioCalculator(
         currentRateService,
-        Currency.USD
+        'USD'
       );
       portfolioCalculator.setTransactionPoints([
         {
@@ -2272,7 +2271,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('5'),
               symbol: 'AMZN',
               investment: new Big('10109.95'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(0),
@@ -2282,7 +2281,7 @@ describe('PortfolioCalculator', () => {
               quantity: new Big('10'),
               symbol: 'VTI',
               investment: new Big('1443.8'),
-              currency: Currency.USD,
+              currency: 'USD',
               dataSource: DataSource.YAHOO,
               firstBuyDate: '2019-02-01',
               fee: new Big(0),
@@ -2325,7 +2324,7 @@ describe('PortfolioCalculator', () => {
   describe('annualized performance percentage', () => {
     const portfolioCalculator = new PortfolioCalculator(
       currentRateService,
-      Currency.USD
+      'USD'
     );
 
     it('Get annualized performance', async () => {
@@ -2391,7 +2390,7 @@ const ordersMixedSymbols: PortfolioOrder[] = [
     symbol: 'TSLA',
     type: OrderType.Buy,
     unitPrice: new Big('42.97'),
-    currency: Currency.USD,
+    currency: 'USD',
     dataSource: DataSource.YAHOO,
     fee: new Big(0)
   },
@@ -2402,7 +2401,7 @@ const ordersMixedSymbols: PortfolioOrder[] = [
     symbol: 'BTCUSD',
     type: OrderType.Buy,
     unitPrice: new Big('3562.089535970158'),
-    currency: Currency.USD,
+    currency: 'USD',
     dataSource: DataSource.YAHOO,
     fee: new Big(0)
   },
@@ -2413,7 +2412,7 @@ const ordersMixedSymbols: PortfolioOrder[] = [
     symbol: 'AMZN',
     type: OrderType.Buy,
     unitPrice: new Big('2021.99'),
-    currency: Currency.USD,
+    currency: 'USD',
     dataSource: DataSource.YAHOO,
     fee: new Big(0)
   }
@@ -2427,7 +2426,7 @@ const ordersVTI: PortfolioOrder[] = [
     symbol: 'VTI',
     type: OrderType.Buy,
     unitPrice: new Big('144.38'),
-    currency: Currency.USD,
+    currency: 'USD',
     dataSource: DataSource.YAHOO,
     fee: new Big(0)
   },
@@ -2438,7 +2437,7 @@ const ordersVTI: PortfolioOrder[] = [
     symbol: 'VTI',
     type: OrderType.Buy,
     unitPrice: new Big('147.99'),
-    currency: Currency.USD,
+    currency: 'USD',
     dataSource: DataSource.YAHOO,
     fee: new Big(0)
   },
@@ -2449,7 +2448,7 @@ const ordersVTI: PortfolioOrder[] = [
     symbol: 'VTI',
     type: OrderType.Sell,
     unitPrice: new Big('151.41'),
-    currency: Currency.USD,
+    currency: 'USD',
     dataSource: DataSource.YAHOO,
     fee: new Big(0)
   },
@@ -2460,7 +2459,7 @@ const ordersVTI: PortfolioOrder[] = [
     symbol: 'VTI',
     type: OrderType.Buy,
     unitPrice: new Big('177.69'),
-    currency: Currency.USD,
+    currency: 'USD',
     dataSource: DataSource.YAHOO,
     fee: new Big(0)
   },
@@ -2471,7 +2470,7 @@ const ordersVTI: PortfolioOrder[] = [
     symbol: 'VTI',
     type: OrderType.Buy,
     unitPrice: new Big('203.15'),
-    currency: Currency.USD,
+    currency: 'USD',
     dataSource: DataSource.YAHOO,
     fee: new Big(0)
   }
@@ -2485,7 +2484,7 @@ const orderTslaTransactionPoint: TransactionPoint[] = [
         quantity: new Big('1'),
         symbol: 'TSLA',
         investment: new Big('719.46'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2021-01-01',
         fee: new Big(0),
@@ -2503,7 +2502,7 @@ const ordersVTITransactionPoints: TransactionPoint[] = [
         quantity: new Big('10'),
         symbol: 'VTI',
         investment: new Big('1443.8'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2518,7 +2517,7 @@ const ordersVTITransactionPoints: TransactionPoint[] = [
         quantity: new Big('20'),
         symbol: 'VTI',
         investment: new Big('2923.7'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2533,7 +2532,7 @@ const ordersVTITransactionPoints: TransactionPoint[] = [
         quantity: new Big('5'),
         symbol: 'VTI',
         investment: new Big('652.55'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2548,7 +2547,7 @@ const ordersVTITransactionPoints: TransactionPoint[] = [
         quantity: new Big('15'),
         symbol: 'VTI',
         investment: new Big('2684.05'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2563,7 +2562,7 @@ const ordersVTITransactionPoints: TransactionPoint[] = [
         quantity: new Big('25'),
         symbol: 'VTI',
         investment: new Big('4460.95'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2581,7 +2580,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('10'),
         symbol: 'VTI',
         investment: new Big('1443.8'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2596,7 +2595,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('20'),
         symbol: 'VTI',
         investment: new Big('2923.7'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2611,7 +2610,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('5'),
         symbol: 'AMZN',
         investment: new Big('10109.95'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-09-01',
         fee: new Big(0),
@@ -2621,7 +2620,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('20'),
         symbol: 'VTI',
         investment: new Big('2923.7'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2636,7 +2635,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('5'),
         symbol: 'AMZN',
         investment: new Big('10109.95'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-09-01',
         fee: new Big(0),
@@ -2646,7 +2645,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('5'),
         symbol: 'VTI',
         investment: new Big('652.55'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2661,7 +2660,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('0'),
         symbol: 'AMZN',
         investment: new Big('0'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-09-01',
         fee: new Big(0),
@@ -2671,7 +2670,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('5'),
         symbol: 'VTI',
         investment: new Big('652.55'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2686,7 +2685,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('0'),
         symbol: 'AMZN',
         investment: new Big('0'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-09-01',
         fee: new Big(0),
@@ -2696,7 +2695,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('15'),
         symbol: 'VTI',
         investment: new Big('2684.05'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),
@@ -2711,7 +2710,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('0'),
         symbol: 'AMZN',
         investment: new Big('0'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-09-01',
         fee: new Big(0),
@@ -2721,7 +2720,7 @@ const transactionPointsBuyAndSell: TransactionPoint[] = [
         quantity: new Big('25'),
         symbol: 'VTI',
         investment: new Big('4460.95'),
-        currency: Currency.USD,
+        currency: 'USD',
         dataSource: DataSource.YAHOO,
         firstBuyDate: '2019-02-01',
         fee: new Big(0),

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

@@ -2,7 +2,6 @@ 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, DataSource } from '@prisma/client';
 import Big from 'big.js';
 import {
   addDays,
@@ -35,7 +34,7 @@ export class PortfolioCalculator {
 
   public constructor(
     private currentRateService: CurrentRateService,
-    private currency: Currency
+    private currency: string
   ) {}
 
   public computeTransactionPoints(orders: PortfolioOrder[]) {
@@ -157,7 +156,7 @@ export class PortfolioCalculator {
     let firstIndex = this.transactionPoints.length;
     const dates = [];
     const dataGatheringItems: IDataGatheringItem[] = [];
-    const currencies: { [symbol: string]: Currency } = {};
+    const currencies: { [symbol: string]: string } = {};
 
     dates.push(resetHours(start));
     for (const item of this.transactionPoints[firstIndex - 1].items) {
@@ -521,7 +520,7 @@ export class PortfolioCalculator {
       [date: string]: { [symbol: string]: Big };
     } = {};
     if (j >= 0) {
-      const currencies: { [name: string]: Currency } = {};
+      const currencies: { [name: string]: string } = {};
       const dataGatheringItems: IDataGatheringItem[] = [];
 
       for (const item of this.transactionPoints[j].items) {

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

@@ -1,12 +1,16 @@
+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';
@@ -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)) {
@@ -232,6 +260,65 @@ 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 });
+    const user = await this.userService.user({
+      id: access.userId
+    });
+
+    if (!access) {
+      res.status(StatusCodes.NOT_FOUND);
+      return <any>res.json({ accounts: {}, holdings: {} });
+    }
+
+    let hasDetails = true;
+    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
+      hasDetails = user.subscription.type === 'Premium';
+    }
+
+    const { holdings } = await this.portfolioService.getDetails(
+      access.userId,
+      access.userId
+    );
+
+    const portfolioPublicDetails: PortfolioPublicDetails = {
+      hasDetails,
+      holdings: {}
+    };
+
+    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: hasDetails ? portfolioPosition.countries : [],
+          currency: portfolioPosition.currency,
+          name: portfolioPosition.name,
+          sectors: hasDetails ? portfolioPosition.sectors : [],
+          value: portfolioPosition.value / totalValue
+        };
+      }
+    }
+
+    return <any>res.json(portfolioPublicDetails);
+  }
+
   @Get('summary')
   @UseGuards(AuthGuard('jwt'))
   public async getSummary(
@@ -295,8 +382,19 @@ 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';
@@ -21,7 +23,11 @@ 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,
@@ -39,15 +45,9 @@ import type {
 } 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 {
-  differenceInDays,
   endOfToday,
   format,
   isAfter,
@@ -59,7 +59,7 @@ import {
   subDays,
   subYears
 } from 'date-fns';
-import { isEmpty, isNumber } from 'lodash';
+import { isEmpty } from 'lodash';
 
 import {
   HistoricalDataItem,
@@ -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,
@@ -154,11 +154,12 @@ export class PortfolioService {
 
   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
@@ -271,7 +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
@@ -490,7 +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,
@@ -561,7 +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,
@@ -634,8 +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
@@ -649,7 +650,7 @@ export class PortfolioService {
 
     const portfolioCalculator = new PortfolioCalculator(
       this.currentRateService,
-      this.request.user.Settings.currency
+      currency
     );
     portfolioCalculator.setTransactionPoints(transactionPoints);
 
@@ -665,7 +666,7 @@ export class PortfolioService {
     const accounts = await this.getAccounts(
       orders,
       portfolioItemsNow,
-      baseCurrency,
+      currency,
       userId
     );
     return {
@@ -685,7 +686,7 @@ export class PortfolioService {
               accounts
             )
           ],
-          { baseCurrency }
+          { baseCurrency: currency }
         ),
         currencyClusterRisk: await this.rulesService.evaluate(
           [
@@ -706,7 +707,7 @@ export class PortfolioService {
               currentPositions
             )
           ],
-          { baseCurrency }
+          { baseCurrency: currency }
         ),
         fees: await this.rulesService.evaluate(
           [
@@ -716,7 +717,7 @@ export class PortfolioService {
               this.getFees(orders)
             )
           ],
-          { baseCurrency }
+          { baseCurrency: currency }
         )
       }
     };
@@ -724,7 +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);
 
@@ -775,7 +776,7 @@ export class PortfolioService {
       assetClass: AssetClass.CASH,
       assetSubClass: AssetClass.CASH,
       countries: [],
-      currency: Currency.CHF,
+      currency: 'CHF',
       grossPerformance: 0,
       grossPerformancePercent: 0,
       investment: cashValue.toNumber(),
@@ -826,7 +827,7 @@ 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,
@@ -865,7 +866,7 @@ export class PortfolioService {
   private async getAccounts(
     orders: OrderWithAccount[],
     portfolioItemsNow: { [p: string]: TimelinePosition },
-    userCurrency: Currency,
+    userCurrency: string,
     userId: string
   ) {
     const accounts: PortfolioDetails['accounts'] = {};
@@ -926,19 +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/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.service.ts

@@ -2,7 +2,7 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
 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';
@@ -20,8 +20,8 @@ export class SymbolService {
 
     if (dataGatheringItem.dataSource && marketPrice) {
       return {
+        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.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/cron.service.ts

@@ -18,7 +18,11 @@ export class CronService {
 
   @Cron(CronExpression.EVERY_12_HOURS)
   public async runEveryTwelveHours() {
-    await this.dataGatheringService.gatherProfileData();
     await this.exchangeRateDataService.loadCurrencies();
   }
+
+  @Cron(CronExpression.EVERY_WEEKEND)
+  public async runEveryWeekend() {
+    await this.dataGatheringService.gatherProfileData();
+  }
 }

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

@@ -1,12 +1,21 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
+import { DataEnhancerModule } from '@ghostfolio/api/services/data-provider/data-enhancer/data-enhancer.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 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,
+    DataEnhancerModule,
+    DataProviderModule,
+    ExchangeRateDataModule,
+    PrismaModule
+  ],
   providers: [DataGatheringService],
-  exports: [DataGatheringService]
+  exports: [DataEnhancerModule, DataGatheringService]
 })
 export class DataGatheringModule {}

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

@@ -1,10 +1,9 @@
 import {
   benchmarks,
-  currencyPairs,
   ghostfolioFearAndGreedIndexSymbol
 } from '@ghostfolio/common/config';
-import { DATE_FORMAT, getUtc, resetHours } from '@ghostfolio/common/helper';
-import { Injectable } from '@nestjs/common';
+import { DATE_FORMAT, resetHours } from '@ghostfolio/common/helper';
+import { Inject, Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import {
   differenceInHours,
@@ -19,6 +18,8 @@ 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 { DataEnhancerInterface } from './data-provider/interfaces/data-enhancer.interface';
+import { ExchangeRateDataService } from './exchange-rate-data.service';
 import { IDataGatheringItem } from './interfaces/interfaces';
 import { PrismaService } from './prisma.service';
 
@@ -26,7 +27,10 @@ import { PrismaService } from './prisma.service';
 export class DataGatheringService {
   public constructor(
     private readonly configurationService: ConfigurationService,
+    @Inject('DataEnhancers')
+    private readonly dataEnhancers: DataEnhancerInterface[],
     private readonly dataProviderService: DataProviderService,
+    private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly ghostfolioScraperApi: GhostfolioScraperApiService,
     private readonly prismaService: PrismaService
   ) {}
@@ -129,10 +133,28 @@ export class DataGatheringService {
 
     const currentData = await this.dataProviderService.get(dataGatheringItems);
 
-    for (const [
-      symbol,
-      { assetClass, assetSubClass, countries, currency, dataSource, name }
-    ] of Object.entries(currentData)) {
+    for (const [symbol, response] of Object.entries(currentData)) {
+      for (const dataEnhancer of this.dataEnhancers) {
+        try {
+          currentData[symbol] = await dataEnhancer.enhance({
+            response,
+            symbol
+          });
+        } catch (error) {
+          console.error(`Failed to enhance data for symbol ${symbol}`, error);
+        }
+      }
+
+      const {
+        assetClass,
+        assetSubClass,
+        countries,
+        currency,
+        dataSource,
+        name,
+        sectors
+      } = currentData[symbol];
+
       try {
         await this.prismaService.symbolProfile.upsert({
           create: {
@@ -142,6 +164,7 @@ export class DataGatheringService {
             currency,
             dataSource,
             name,
+            sectors,
             symbol
           },
           update: {
@@ -149,7 +172,8 @@ export class DataGatheringService {
             assetSubClass,
             countries,
             currency,
-            name
+            name,
+            sectors
           },
           where: {
             dataSource_symbol: {
@@ -230,6 +254,8 @@ export class DataGatheringService {
       }
     }
 
+    await this.exchangeRateDataService.initialize();
+
     if (hasError) {
       throw '';
     }
@@ -316,15 +342,15 @@ export class DataGatheringService {
       };
     });
 
-    const currencyPairsToGather = currencyPairs.map(
-      ({ dataSource, symbol }) => {
+    const currencyPairsToGather = this.exchangeRateDataService
+      .getCurrencyPairs()
+      .map(({ dataSource, symbol }) => {
         return {
           dataSource,
           symbol,
           date: startDate
         };
-      }
-    );
+      });
 
     const customSymbolsToGather =
       await this.ghostfolioScraperApi.getCustomSymbolsToGather(startDate);
@@ -338,29 +364,46 @@ export class DataGatheringService {
   }
 
   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 symbolProfilesToGather =
+    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),

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/data-enhancer.module.ts

@@ -0,0 +1,15 @@
+import { TrackinsightDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/trackinsight/trackinsight.service';
+import { Module } from '@nestjs/common';
+
+@Module({
+  exports: ['DataEnhancers', TrackinsightDataEnhancerService],
+  providers: [
+    {
+      inject: [TrackinsightDataEnhancerService],
+      provide: 'DataEnhancers',
+      useFactory: (trackinsight) => [trackinsight]
+    },
+    TrackinsightDataEnhancerService
+  ]
+})
+export class DataEnhancerModule {}

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 +1,5 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
+import { CryptocurrencyModule } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.module';
 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 +10,33 @@ 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
+    YahooFinanceService,
+    {
+      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

@@ -1,5 +1,6 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataGatheringItem,
   IDataProviderHistoricalResponse,
@@ -8,30 +9,19 @@ import {
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 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,
-  convertToYahooFinanceSymbol
-} 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('DataProviderInterfaces')
+    private readonly dataProviderInterfaces: DataProviderInterface[],
+    private readonly prismaService: PrismaService
+  ) {}
 
   public async get(items: IDataGatheringItem[]): Promise<{
     [symbol: string]: IDataProviderResponse;
@@ -41,27 +31,22 @@ export class DataProviderService {
     } = {};
 
     for (const item of items) {
-      if (item.dataSource === DataSource.ALPHA_VANTAGE) {
-        response[item.symbol] = (
-          await this.alphaVantageService.get([item.symbol])
-        )[item.symbol];
-      } else if (item.dataSource === DataSource.GHOSTFOLIO) {
-        response[item.symbol] = (
-          await this.ghostfolioScraperApiService.get([item.symbol])
-        )[item.symbol];
-      } else if (item.dataSource === DataSource.RAKUTEN) {
-        response[item.symbol] = (
-          await this.rakutenRapidApiService.get([item.symbol])
-        )[item.symbol];
-      } else if (item.dataSource === DataSource.YAHOO) {
-        response[item.symbol] = (
-          await this.yahooFinanceService.get([
-            convertToYahooFinanceSymbol(item.symbol)
-          ])
-        )[item.symbol];
-      }
+      const dataProvider = this.getDataProvider(item.dataSource);
+      response[item.symbol] = (await dataProvider.get([item.symbol]))[
+        item.symbol
+      ];
     }
 
+    const promises = [];
+    for (const symbol of Object.keys(response)) {
+      const promise = Promise.resolve(response[symbol]);
+      promises.push(
+        promise.then((currentResponse) => (response[symbol] = currentResponse))
+      );
+    }
+
+    await Promise.all(promises);
+
     return response;
   }
 
@@ -77,6 +62,10 @@ 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')`
@@ -98,11 +87,13 @@ export class DataProviderService {
     });
 
     try {
-      const queryRaw = `SELECT * FROM "MarketData" WHERE "dataSource" IN ('${dataSources.join(
-        `','`
-      )}') AND "symbol" IN ('${symbols.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);
@@ -184,18 +175,16 @@ 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

@@ -14,21 +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) {
@@ -134,12 +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,
@@ -36,18 +27,23 @@ 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;
   }
 
   public async get(
-    aYahooFinanceSymbols: string[]
+    aSymbols: string[]
   ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aYahooFinanceSymbols.length <= 0) {
+    if (aSymbols.length <= 0) {
       return {};
     }
+    const yahooFinanceSymbols = aSymbols.map((symbol) =>
+      this.convertToYahooFinanceSymbol(symbol)
+    );
 
     try {
       const response: { [symbol: string]: IDataProviderResponse } = {};
@@ -56,23 +52,24 @@ export class YahooFinanceService implements DataProviderInterface {
         [symbol: string]: IYahooFinanceQuoteResponse;
       } = await yahooFinance.quote({
         modules: ['price', 'summaryProfile'],
-        symbols: aYahooFinanceSymbols
+        symbols: yahooFinanceSymbols
       });
 
       for (const [yahooFinanceSymbol, value] of Object.entries(data)) {
         // Convert symbols back
-        const symbol = convertFromYahooFinanceSymbol(yahooFinanceSymbol);
+        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,
@@ -81,7 +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
           )
@@ -103,6 +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
@@ -133,7 +136,7 @@ export class YahooFinanceService implements DataProviderInterface {
     }
 
     const yahooFinanceSymbols = aSymbols.map((symbol) => {
-      return convertToYahooFinanceSymbol(symbol);
+      return this.convertToYahooFinanceSymbol(symbol);
     });
 
     try {
@@ -153,7 +156,7 @@ export class YahooFinanceService implements DataProviderInterface {
         historicalData
       )) {
         // Convert symbols back
-        const symbol = convertFromYahooFinanceSymbol(yahooFinanceSymbol);
+        const symbol = this.convertFromYahooFinanceSymbol(yahooFinanceSymbol);
         response[symbol] = {};
 
         timeSeries.forEach((timeSerie) => {
@@ -172,6 +175,10 @@ export class YahooFinanceService implements DataProviderInterface {
     }
   }
 
+  public getName(): DataSource {
+    return DataSource.YAHOO;
+  }
+
   public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
     const items: LookupItem[] = [];
 
@@ -200,7 +207,7 @@ 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;
@@ -224,6 +231,43 @@ export class YahooFinanceService implements DataProviderInterface {
     return { items };
   }
 
+  private convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
+    const symbol = aYahooFinanceSymbol.replace('-', '');
+    return symbol.replace('=X', '');
+  }
+
+  /**
+   * Converts a symbol to a Yahoo Finance symbol
+   *
+   * Currency:        USDCHF  -> USDCHF=X
+   * Cryptocurrency:  BTCUSD  -> BTC-USD
+   *                  DOGEUSD -> DOGE-USD
+   *                  SOL1USD -> SOL1-USD
+   */
+  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 `${aSymbol}=X`;
+      } else if (
+        this.cryptocurrencyService.isCrypto(aSymbol) ||
+        this.cryptocurrencyService.isCrypto(aSymbol.replace('1', ''))
+      ) {
+        // Add a dash before the last three characters
+        // BTCUSD  -> BTC-USD
+        // DOGEUSD -> DOGE-USD
+        // SOL1USD -> SOL1-USD
+        return aSymbol.replace('USD', '-USD');
+      }
+    }
+
+    return aSymbol;
+  }
+
   private parseAssetClass(aPrice: IYahooFinancePrice): {
     assetClass: AssetClass;
     assetSubClass: AssetSubClass;
@@ -257,31 +301,3 @@ export class YahooFinanceService implements DataProviderInterface {
     return aString;
   }
 }
-
-export const convertFromYahooFinanceSymbol = (aYahooFinanceSymbol: string) => {
-  const symbol = aYahooFinanceSymbol.replace('-', '');
-  return symbol.replace('=X', '');
-};
-
-/**
- * Converts a symbol to a Yahoo Finance symbol
- *
- * Currency:        USDCHF=X
- * Cryptocurrency:  BTC-USD
- */
-export const convertToYahooFinanceSymbol = (aSymbol: string) => {
-  if (isCurrency(aSymbol)) {
-    if (isCrypto(aSymbol)) {
-      // Add a dash before the last three characters
-      // BTCUSD  -> BTC-USD
-      // DOGEUSD -> DOGE-USD
-      return `${aSymbol.substring(0, aSymbol.length - 3)}-${aSymbol.substring(
-        aSymbol.length - 3
-      )}`;
-    }
-
-    return `${aSymbol}=X`;
-  }
-
-  return aSymbol;
-};

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 +1,45 @@
-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, DataSource } 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 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, dataSource } of currencyPairs) {
+    for (const {
+      currency1,
+      currency2,
+      dataSource
+    } of this.prepareCurrencyPairs(this.currencies)) {
       this.addCurrencyPairs({ currency1, currency2, dataSource });
     }
 
@@ -77,8 +95,8 @@ export class ExchangeRateDataService {
       if (!this.exchangeRates[symbol]) {
         // Not found, calculate indirectly via USD
         this.exchangeRates[symbol] =
-          resultExtended[`${currency1}${Currency.USD}`]?.[date]?.marketPrice *
-          resultExtended[`${Currency.USD}${currency2}`]?.[date]?.marketPrice;
+          resultExtended[`${currency1}${'USD'}`]?.[date]?.marketPrice *
+          resultExtended[`${'USD'}${currency2}`]?.[date]?.marketPrice;
 
         // Calculate the opposite direction
         this.exchangeRates[`${currency2}${currency1}`] =
@@ -89,10 +107,14 @@ export class ExchangeRateDataService {
 
   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();
     }
@@ -104,8 +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;
 
@@ -113,7 +135,7 @@ export class ExchangeRateDataService {
       }
     }
 
-    if (isNumber(factor)) {
+    if (isNumber(factor) && !isNaN(factor)) {
       return factor * aValue;
     }
 
@@ -129,8 +151,8 @@ export class ExchangeRateDataService {
     currency2,
     dataSource
   }: {
-    currency1: Currency;
-    currency2: Currency;
+    currency1: string;
+    currency2: string;
     dataSource: DataSource;
   }) {
     this.currencyPairs.push({
@@ -142,4 +164,55 @@ export class ExchangeRateDataService {
       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

@@ -1,6 +1,6 @@
 <header>
   <gf-header
-    class="position-fixed px-2 w-100"
+    class="position-fixed w-100"
     [currentRoute]="currentRoute"
     [info]="info"
     [user]="user"
@@ -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

@@ -1,18 +1,52 @@
 <table class="gf-table w-100" mat-table [dataSource]="dataSource">
   <ng-container matColumnDef="granteeAlias">
-    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>User</th>
+    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Grantee</th>
     <td *matCellDef="let element" class="px-1" mat-cell>
       {{ element.granteeAlias }}
-    </td></ng-container
-  >
+    </td>
+  </ng-container>
 
   <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
-    </td></ng-container
-  >
+    <td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
+      <ng-container>
+        <ion-icon class="mr-1" name="lock-closed-outline"></ion-icon>
+        Restricted View
+      </ng-container>
+    </td>
+  </ng-container>
+
+  <ng-container matColumnDef="details">
+    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Details</th>
+    <td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
+      <ng-container *ngIf="element.type === 'PUBLIC'">
+        <ion-icon class="mr-1" name="link-outline"></ion-icon>
+        <a href="{{ baseUrl }}/p/{{ element.id }}" target="_blank"
+          >{{ baseUrl }}/p/{{ element.id }}</a
+        >
+      </ng-container>
+    </td>
+  </ng-container>
+
+  <ng-container matColumnDef="actions">
+    <th *matHeaderCellDef class="px-1 text-center" mat-header-cell></th>
+
+    <td *matCellDef="let element" class="px-1 text-center" mat-cell>
+      <button
+        class="mx-1 no-min-width px-2"
+        mat-button
+        [matMenuTriggerFor]="transactionMenu"
+        (click)="$event.stopPropagation()"
+      >
+        <ion-icon name="ellipsis-vertical"></ion-icon>
+      </button>
+      <mat-menu #transactionMenu="matMenu" xPosition="before">
+        <button i18n mat-menu-item (click)="onDeleteAccess(element.id)">
+          Revoke
+        </button>
+      </mat-menu>
+    </td>
+  </ng-container>
 
   <tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
   <tr mat-row *matRowDef="let row; columns: displayedColumns"></tr>

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

@@ -2,4 +2,12 @@
 
 :host {
   display: block;
+
+  a {
+    color: rgba(var(--palette-primary-500), 1);
+
+    &:hover {
+      color: rgba(var(--palette-primary-300), 1);
+    }
+  }
 }

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

@@ -1,9 +1,11 @@
 import {
   ChangeDetectionStrategy,
   Component,
+  EventEmitter,
   Input,
   OnChanges,
-  OnInit
+  OnInit,
+  Output
 } from '@angular/core';
 import { MatTableDataSource } from '@angular/material/table';
 import { Access } from '@ghostfolio/common/interfaces';
@@ -16,17 +18,37 @@ import { Access } from '@ghostfolio/common/interfaces';
 })
 export class AccessTableComponent implements OnChanges, OnInit {
   @Input() accesses: Access[];
+  @Input() showActions: boolean;
 
+  @Output() accessDeleted = new EventEmitter<string>();
+
+  public baseUrl = window.location.origin;
   public dataSource: MatTableDataSource<Access>;
-  public displayedColumns = ['granteeAlias', 'type'];
+  public displayedColumns = [];
 
   public constructor() {}
 
   public ngOnInit() {}
 
   public ngOnChanges() {
+    this.displayedColumns = ['granteeAlias', 'type', 'details'];
+
+    if (this.showActions) {
+      this.displayedColumns.push('actions');
+    }
+
     if (this.accesses) {
       this.dataSource = new MatTableDataSource(this.accesses);
     }
   }
+
+  public onDeleteAccess(aId: string) {
+    const confirmation = confirm(
+      'Do you really want to revoke this granted access?'
+    );
+
+    if (confirmation) {
+      this.accessDeleted.emit(aId);
+    }
+  }
 }

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

@@ -1,5 +1,7 @@
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatMenuModule } from '@angular/material/menu';
 import { MatTableModule } from '@angular/material/table';
 
 import { AccessTableComponent } from './access-table.component';
@@ -7,7 +9,7 @@ import { AccessTableComponent } from './access-table.component';
 @NgModule({
   declarations: [AccessTableComponent],
   exports: [AccessTableComponent],
-  imports: [CommonModule, MatTableModule],
+  imports: [CommonModule, MatButtonModule, MatMenuModule, MatTableModule],
   providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })

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/header/header.component.html

@@ -1,6 +1,10 @@
-<mat-toolbar class="p-0">
+<mat-toolbar class="px-2">
   <ng-container *ngIf="user">
-    <a [routerLink]="['/']" class="no-min-width px-2" mat-button>
+    <a
+      [routerLink]="['/']"
+      class="align-items-center d-flex h-100 mx-2 no-min-width px-2 rounded-0"
+      mat-button
+    >
       <gf-logo></gf-logo>
     </a>
     <span class="spacer"></span>
@@ -17,7 +21,6 @@
       >Overview</a
     >
     <a
-      *ngIf="user?.settings?.viewMode === 'DEFAULT'"
       class="d-none d-sm-block mx-1"
       i18n
       mat-flat-button
@@ -28,18 +31,6 @@
       [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 +157,6 @@
         >Overview</a
       >
       <a
-        *ngIf="user?.settings?.viewMode === 'DEFAULT'"
         class="d-block d-sm-none"
         i18n
         mat-menu-item
@@ -176,17 +166,6 @@
         [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
@@ -246,12 +225,11 @@
   </ng-container>
   <ng-container *ngIf="user === null">
     <a
-      *ngIf="currentRoute && currentRoute !== 'start'"
-      class="mx-2 no-min-width px-2"
+      class="align-items-center d-flex h-100 mx-2 no-min-width px-2 rounded-0"
       mat-button
       [routerLink]="['/']"
     >
-      <gf-logo></gf-logo>
+      <gf-logo [hideName]="!currentRoute || currentRoute === 'start'"></gf-logo>
     </a>
     <span class="spacer"></span>
     <a

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

@@ -2,7 +2,7 @@ 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';
 

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;

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

@@ -6,7 +6,6 @@ import {
   OnInit
 } from '@angular/core';
 import { PortfolioSummary } from '@ghostfolio/common/interfaces';
-import { Currency } from '@prisma/client';
 import { formatDistanceToNow } from 'date-fns';
 
 @Component({
@@ -16,7 +15,7 @@ import { formatDistanceToNow } from 'date-fns';
   styleUrls: ['./portfolio-summary.component.scss']
 })
 export class PortfolioSummaryComponent implements OnChanges, OnInit {
-  @Input() baseCurrency: Currency;
+  @Input() baseCurrency: string;
   @Input() isLoading: boolean;
   @Input() locale: string;
   @Input() summary: PortfolioSummary;

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

@@ -8,11 +8,11 @@ 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 { format, isSameMonth, isToday, parseISO } from 'date-fns';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
-import { LineChartItem } from '../../line-chart/interfaces/line-chart.interface';
 import { PositionDetailDialogParams } from './interfaces/interfaces';
 
 @Component({

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

@@ -12,6 +12,7 @@
       benchmarkLabel="Buy Price"
       [benchmarkDataItems]="benchmarkDataItems"
       [historicalDataItems]="historicalDataItems"
+      [showGradient]="true"
       [showXAxis]="true"
       [showYAxis]="true"
       [symbol]="data.symbol"

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

@@ -2,7 +2,7 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, 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';
 

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

@@ -83,10 +83,10 @@
     *matRowDef="let row; columns: displayedColumns"
     mat-row
     [ngClass]="{
-      'cursor-pointer': !this.ignoreAssetClasses.includes(row.assetClass)
+      'cursor-pointer': !ignoreAssetSubClasses.includes(row.assetSubClass)
     }"
     (click)="
-      !this.ignoreAssetClasses.includes(row.assetClass) &&
+      !ignoreAssetSubClasses.includes(row.assetSubClass) &&
         onOpenPositionDialog({ symbol: row.symbol })
     "
   ></tr>

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

@@ -42,7 +42,7 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
   public dataSource: MatTableDataSource<PortfolioPosition> =
     new MatTableDataSource();
   public displayedColumns = [];
-  public ignoreAssetClasses = [AssetClass.CASH.toString()];
+  public ignoreAssetSubClasses = [AssetClass.CASH.toString()];
   public isLoading = true;
   public pageSize = 7;
   public routeQueryParams: Subscription;

apps/client/src/app/components/world-map-chart/world-map-chart.component.ts

@@ -7,7 +7,6 @@ import {
   OnDestroy,
   OnInit
 } from '@angular/core';
-import { Currency } from '@prisma/client';
 import svgMap from 'svgmap';
 
 @Component({
@@ -17,8 +16,9 @@ import svgMap from 'svgmap';
   styleUrls: ['./world-map-chart.component.scss']
 })
 export class WorldMapChartComponent implements OnChanges, OnDestroy, OnInit {
-  @Input() baseCurrency: Currency;
+  @Input() baseCurrency: string;
   @Input() countries: { [code: string]: { name: string; value: number } };
+  @Input() isInPercent = false;
 
   public isLoading = true;
   public svgMapElement;
@@ -42,6 +42,27 @@ export class WorldMapChartComponent implements OnChanges, OnDestroy, OnInit {
   }
 
   private initialize() {
+    if (this.isInPercent) {
+      // Convert value of countries to percentage
+      let sum = 0;
+      Object.keys(this.countries).map((country) => {
+        sum += this.countries[country].value;
+      });
+
+      Object.keys(this.countries).map((country) => {
+        this.countries[country].value = Number(
+          ((this.countries[country].value * 100) / sum).toFixed(2)
+        );
+      });
+    } else {
+      // Convert value to fixed-point notation
+      Object.keys(this.countries).map((country) => {
+        this.countries[country].value = Number(
+          this.countries[country].value.toFixed(2)
+        );
+      });
+    }
+
     this.svgMapElement = new svgMap({
       colorMax: '#22bdb9',
       colorMin: '#c3f1f0',
@@ -50,7 +71,7 @@ export class WorldMapChartComponent implements OnChanges, OnDestroy, OnInit {
         applyData: 'value',
         data: {
           value: {
-            format: `{0} ${this.baseCurrency}`
+            format: this.isInPercent ? `{0}%` : `{0} ${this.baseCurrency}`
           }
         },
         values: this.countries

apps/client/src/app/core/auth.guard.ts

@@ -18,6 +18,7 @@ export class AuthGuard implements CanActivate {
     '/about',
     '/de/blog',
     '/en/blog',
+    '/p',
     '/pricing',
     '/register',
     '/resources'

apps/client/src/app/core/http-response.interceptor.ts

@@ -61,7 +61,23 @@ export class HttpResponseInterceptor implements HttpInterceptor {
         return event;
       }),
       catchError((error: HttpErrorResponse) => {
-        if (error.status === StatusCodes.INTERNAL_SERVER_ERROR) {
+        if (error.status === StatusCodes.FORBIDDEN) {
+          if (!this.snackBarRef) {
+            this.snackBarRef = this.snackBar.open(
+              'This feature requires a subscription.',
+              'Upgrade Plan',
+              { duration: 6000 }
+            );
+
+            this.snackBarRef.afterDismissed().subscribe(() => {
+              this.snackBarRef = undefined;
+            });
+
+            this.snackBarRef.onAction().subscribe(() => {
+              this.router.navigate(['/pricing']);
+            });
+          }
+        } else if (error.status === StatusCodes.INTERNAL_SERVER_ERROR) {
           if (!this.snackBarRef) {
             this.snackBarRef = this.snackBar.open(
               'Oops! Something went wrong. Please try again later.',
@@ -85,7 +101,7 @@ export class HttpResponseInterceptor implements HttpInterceptor {
           }
         }
 
-        return throwError('');
+        return throwError(error);
       })
     );
   }

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

@@ -11,9 +11,10 @@ import { takeUntil } from 'rxjs/operators';
 import { environment } from '../../../environments/environment';
 
 @Component({
+  host: { class: 'mb-5' },
   selector: 'gf-about-page',
-  templateUrl: './about-page.html',
-  styleUrls: ['./about-page.scss']
+  styleUrls: ['./about-page.scss'],
+  templateUrl: './about-page.html'
 })
 export class AboutPageComponent implements OnDestroy, OnInit {
   public baseCurrency = baseCurrency;

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

@@ -107,7 +107,7 @@
       <mat-card>
         <mat-card-content>
           <div class="row">
-            <div class="col-xs-12 col-md-3 my-2">
+            <div class="col-xs-12 col-md-4 my-2">
               <h3 class="mb-0" [hidden]="!statistics?.activeUsers1d">
                 {{ statistics?.activeUsers1d ?? '-' }}
               </h3>
@@ -117,7 +117,17 @@
                 >
               </div>
             </div>
-            <div class="col-xs-12 col-md-3 my-2">
+            <div class="col-xs-12 col-md-4 my-2">
+              <h3 class="mb-0" [hidden]="!statistics?.activeUsers7d">
+                {{ statistics?.activeUsers7d ?? '-' }}
+              </h3>
+              <div class="h6 mb-0">
+                <span i18n>Active Users</span>&nbsp;<small class="text-muted"
+                  >(Last 7 days)</small
+                >
+              </div>
+            </div>
+            <div class="col-xs-12 col-md-4 my-2">
               <h3 class="mb-0" [hidden]="!statistics?.activeUsers30d">
                 {{ statistics?.activeUsers30d ?? '-' }}
               </h3>
@@ -127,13 +137,23 @@
                 >
               </div>
             </div>
-            <div class="col-xs-12 col-md-3 my-2">
+            <div class="col-xs-12 col-md-4 my-2">
+              <h3 class="mb-0" [hidden]="!statistics?.newUsers30d">
+                {{ statistics?.newUsers30d ?? '-' }}
+              </h3>
+              <div class="h6 mb-0">
+                <span i18n>New Users</span>&nbsp;<small class="text-muted"
+                  >(Last 30 days)</small
+                >
+              </div>
+            </div>
+            <div class="col-xs-12 col-md-4 my-2">
               <h3 class="mb-0" [hidden]="!statistics?.gitHubContributors">
                 {{ statistics?.gitHubContributors ?? '-' }}
               </h3>
               <div class="h6 mb-0" i18n>Contributors on GitHub</div>
             </div>
-            <div class="col-xs-12 col-md-3 my-2">
+            <div class="col-xs-12 col-md-4 my-2">
               <h3 class="mb-0" [hidden]="!statistics?.gitHubStargazers">
                 {{ statistics?.gitHubStargazers ?? '-' }}
               </h3>
@@ -198,7 +218,7 @@
       <h3 class="mb-3 text-center" i18n>Changelog</h3>
       <mat-card class="changelog">
         <mat-card-content>
-          <markdown [src]="'CHANGELOG.md'"></markdown>
+          <markdown [src]="'assets/CHANGELOG.md'"></markdown>
         </mat-card-content>
       </mat-card>
     </div>
@@ -209,7 +229,7 @@
       <h3 class="mb-3 text-center" i18n>License</h3>
       <mat-card>
         <mat-card-content>
-          <markdown [src]="'LICENSE'"></markdown>
+          <markdown [src]="'assets/LICENSE'"></markdown>
         </mat-card-content>
       </mat-card>
     </div>

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

@@ -5,25 +5,31 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
+import { MatDialog } from '@angular/material/dialog';
 import {
   MatSlideToggle,
   MatSlideToggleChange
 } from '@angular/material/slide-toggle';
+import { ActivatedRoute, Router } from '@angular/router';
+import { CreateAccessDto } from '@ghostfolio/api/app/access/create-access.dto';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { WebAuthnService } from '@ghostfolio/client/services/web-authn.service';
 import { DEFAULT_DATE_FORMAT, baseCurrency } from '@ghostfolio/common/config';
 import { Access, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import { Currency } from '@prisma/client';
+import { DeviceDetectorService } from 'ngx-device-detector';
 import { StripeService } from 'ngx-stripe';
 import { EMPTY, Subject } from 'rxjs';
 import { catchError, switchMap, takeUntil } from 'rxjs/operators';
 
+import { CreateOrUpdateAccessDialog } from './create-or-update-access-dialog/create-or-update-access-dialog.component';
+
 @Component({
+  host: { class: 'mb-5' },
   selector: 'gf-account-page',
-  templateUrl: './account-page.html',
-  styleUrls: ['./account-page.scss']
+  styleUrls: ['./account-page.scss'],
+  templateUrl: './account-page.html'
 })
 export class AccountPageComponent implements OnDestroy, OnInit {
   @ViewChild('toggleSignInWithFingerprintEnabledElement')
@@ -33,9 +39,12 @@ export class AccountPageComponent implements OnDestroy, OnInit {
   public baseCurrency = baseCurrency;
   public coupon: number;
   public couponId: string;
-  public currencies: Currency[] = [];
+  public currencies: string[] = [];
   public defaultDateFormat = DEFAULT_DATE_FORMAT;
+  public deviceType: string;
   public hasPermissionForSubscription: boolean;
+  public hasPermissionToCreateAccess: boolean;
+  public hasPermissionToDeleteAccess: boolean;
   public hasPermissionToUpdateViewMode: boolean;
   public hasPermissionToUpdateUserSettings: boolean;
   public price: number;
@@ -50,6 +59,10 @@ export class AccountPageComponent implements OnDestroy, OnInit {
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
+    private deviceService: DeviceDetectorService,
+    private dialog: MatDialog,
+    private route: ActivatedRoute,
+    private router: Router,
     private stripeService: StripeService,
     private userService: UserService,
     public webAuthnService: WebAuthnService
@@ -65,6 +78,11 @@ export class AccountPageComponent implements OnDestroy, OnInit {
       permissions.enableSubscription
     );
 
+    this.hasPermissionToDeleteAccess = hasPermission(
+      globalPermissions,
+      permissions.deleteAccess
+    );
+
     this.price = subscriptions?.[0]?.price;
     this.priceId = subscriptions?.[0]?.priceId;
 
@@ -74,6 +92,16 @@ export class AccountPageComponent implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
+          this.hasPermissionToCreateAccess = hasPermission(
+            this.user.permissions,
+            permissions.createAccess
+          );
+
+          this.hasPermissionToDeleteAccess = hasPermission(
+            this.user.permissions,
+            permissions.deleteAccess
+          );
+
           this.hasPermissionToUpdateUserSettings = hasPermission(
             this.user.permissions,
             permissions.updateUserSettings
@@ -87,12 +115,22 @@ export class AccountPageComponent implements OnDestroy, OnInit {
           this.changeDetectorRef.markForCheck();
         }
       });
+
+    this.route.queryParams
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((params) => {
+        if (params['createDialog']) {
+          this.openCreateAccessDialog();
+        }
+      });
   }
 
   /**
    * Initializes the controller
    */
   public ngOnInit() {
+    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+
     this.update();
   }
 
@@ -136,6 +174,17 @@ export class AccountPageComponent implements OnDestroy, OnInit {
       });
   }
 
+  public onDeleteAccess(aId: string) {
+    this.dataService
+      .deleteAccess(aId)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe({
+        next: () => {
+          this.update();
+        }
+      });
+  }
+
   public onRestrictedViewChange(aEvent: MatSlideToggleChange) {
     this.dataService
       .putUserSetting({ isRestrictedView: aEvent.checked })
@@ -175,6 +224,38 @@ export class AccountPageComponent implements OnDestroy, OnInit {
     this.unsubscribeSubject.complete();
   }
 
+  private openCreateAccessDialog(): void {
+    const dialogRef = this.dialog.open(CreateOrUpdateAccessDialog, {
+      data: {
+        access: {
+          type: 'PUBLIC'
+        }
+      },
+      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+    });
+
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((data: any) => {
+        const access: CreateAccessDto = data?.access;
+
+        if (access) {
+          this.dataService
+            .postAccess({})
+            .pipe(takeUntil(this.unsubscribeSubject))
+            .subscribe({
+              next: () => {
+                this.update();
+              }
+            });
+        }
+
+        this.router.navigate(['.'], { relativeTo: this.route });
+      });
+  }
+
   private deregisterDevice() {
     this.webAuthnService
       .deregister()

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

@@ -132,10 +132,26 @@
       </mat-card>
     </div>
   </div>
-  <div *ngIf="accesses?.length > 0" class="row">
+  <div class="row">
     <div class="col">
       <h3 class="mb-3 text-center" i18n>Granted Access</h3>
-      <gf-access-table [accesses]="accesses"></gf-access-table>
+      <gf-access-table
+        [accesses]="accesses"
+        [showActions]="hasPermissionToDeleteAccess"
+        (accessDeleted)="onDeleteAccess($event)"
+      ></gf-access-table>
     </div>
   </div>
+
+  <div *ngIf="hasPermissionToCreateAccess" class="fab-container">
+    <a
+      class="align-items-center d-flex justify-content-center"
+      color="primary"
+      mat-fab
+      [routerLink]="[]"
+      [queryParams]="{ createDialog: true }"
+    >
+      <ion-icon name="add-outline" size="large"></ion-icon>
+    </a>
+  </div>
 </div>

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

@@ -12,6 +12,7 @@ import { GfPortfolioAccessTableModule } from '@ghostfolio/client/components/acce
 
 import { AccountPageRoutingModule } from './account-page-routing.module';
 import { AccountPageComponent } from './account-page.component';
+import { GfCreateOrUpdateAccessDialogModule } from './create-or-update-access-dialog/create-or-update-access-dialog.module';
 
 @NgModule({
   declarations: [AccountPageComponent],
@@ -20,6 +21,7 @@ import { AccountPageComponent } from './account-page.component';
     AccountPageRoutingModule,
     CommonModule,
     FormsModule,
+    GfCreateOrUpdateAccessDialogModule,
     GfPortfolioAccessTableModule,
     MatButtonModule,
     MatCardModule,

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

@@ -2,6 +2,26 @@
   color: rgb(var(--dark-primary-text));
   display: block;
 
+  gf-access-table {
+    overflow-x: auto;
+
+    table {
+      min-width: 100%;
+
+      .mat-row,
+      .mat-header-row {
+        width: 100%;
+      }
+    }
+  }
+
+  .fab-container {
+    position: fixed;
+    right: 2rem;
+    bottom: 2rem;
+    z-index: 999;
+  }
+
   .hint-text {
     font-size: 90%;
     line-height: 1.2;