Release 1.73.0 (#461)

* Various improvements
  * info messages
  * skeleton loader of portfolio holdings

* Update changelog

.prettierignore

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

.vscode/launch.json

@@ -26,7 +26,8 @@
       "skipFiles": [
         "${workspaceFolder}/node_modules/**/*.js",
         "<node_internals>/**/*.js"
-      ]
+      ],
+      "console": "integratedTerminal"
     }
   ]
 }

CHANGELOG.md

@@ -5,6 +5,114 @@ 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).
 
+## 1.73.0 - 10.11.2021
+
+### Changed
+
+- Improved the info messages to add the first transaction
+
+### Fixed
+
+- Fixed the skeleton loader of the portfolio holdings
+
+## 1.72.0 - 08.11.2021
+
+### Changed
+
+- Cached the statistics section on the about page
+
+## 1.71.0 - 07.11.2021
+
+### Changed
+
+- Changed the logger from `console.log()` to `Logger.log()`
+
+### Fixed
+
+- Fixed an exception in the scraper configuration
+
+## 1.70.0 - 07.11.2021
+
+### Changed
+
+- Improved the validation of `json` files in the import functionality for transactions
+- Moved the scraper configuration to the symbol profile model
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.69.0 - 07.11.2021
+
+### Added
+
+- Added the symbol mapping attribute to the symbol profile model
+
+### Changed
+
+- Improved the registration page
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 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 database:migrate`)
+
 ## 1.62.0 - 17.10.2021
 
 ### Added
@@ -101,7 +209,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.55.0 - 20.09.2021
 
@@ -116,7 +224,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.54.0 - 18.09.2021
 
@@ -137,7 +245,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.53.0 - 13.09.2021
 
@@ -259,7 +367,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.41.0 - 21.08.2021
 
@@ -312,7 +420,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.38.0 - 14.08.2021
 
@@ -372,7 +480,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.34.0 - 07.08.2021
 

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_ or use the [setup](https://github.com/psychowood/ghostfolio-docker) by [psychowood](https://github.com/psychowood).
+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 +81,52 @@ 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 database:setup
+```
+
+### 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_
+
+### Migrate Database
+
+With the following command you can keep your database schema in sync after a Ghostfolio version update:
+
+```bash
+docker-compose -f docker/docker-compose-build-local.yml exec ghostfolio yarn database:migrate
+```
+
+## 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
 
@@ -95,24 +134,20 @@ The frontend is built with [Angular](https://angular.io) and uses [Angular Mater
 1. Run `cd docker`
 1. Run `docker compose up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
 1. Run `cd -` to go back to the project root directory
-1. Run `yarn setup:database` to initialize the database schema and populate your database with (example) data
+1. Run `yarn database:setup` to initialize the database schema and populate your database with (example) data
 1. Start server and client (see [_Development_](#Development))
 1. Login as _Admin_ with the following _Security Token_: `ae76872ae8f3419c6d6f64bf51888ecbcc703927a342d815fafe486acdb938da07d0cf44fca211a0be74a423238f535362d390a41e81e633a9ce668a6e31cdf9`
 1. Go to the _Admin Control Panel_ and 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/auth/google.strategy.ts

@@ -1,5 +1,5 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { PassportStrategy } from '@nestjs/passport';
 import { Provider } from '@prisma/client';
 import { Strategy } from 'passport-google-oauth20';
@@ -41,9 +41,9 @@ export class GoogleStrategy extends PassportStrategy(Strategy, 'google') {
       };
 
       done(null, user);
-    } catch (err) {
-      console.error(err);
-      done(err, false);
+    } catch (error) {
+      Logger.error(error);
+      done(error, false);
     }
   }
 }

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

@@ -6,7 +6,8 @@ import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Inject,
   Injectable,
-  InternalServerErrorException
+  InternalServerErrorException,
+  Logger
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { JwtService } from '@nestjs/jwt';
@@ -94,7 +95,7 @@ export class WebAuthService {
       };
       verification = await verifyRegistrationResponse(opts);
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
       throw new InternalServerErrorException(error.message);
     }
 
@@ -192,7 +193,7 @@ export class WebAuthService {
       };
       verification = verifyAuthenticationResponse(opts);
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
       throw new InternalServerErrorException({ error: error.message });
     }
 

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

@@ -1,16 +1,24 @@
 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 { 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 { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { CacheController } from './cache.controller';
 
 @Module({
-  imports: [DataProviderModule, ExchangeRateDataModule, RedisCacheModule],
+  imports: [
+    DataGatheringModule,
+    DataProviderModule,
+    ExchangeRateDataModule,
+    RedisCacheModule,
+    SymbolProfileModule
+  ],
   controllers: [CacheController],
   providers: [
     CacheService,

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

@@ -5,6 +5,7 @@ import {
   Controller,
   HttpException,
   Inject,
+  Logger,
   Post,
   UseGuards
 } from '@nestjs/common';
@@ -39,7 +40,7 @@ export class ImportController {
         userId: this.request.user.id
       });
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       throw new HttpException(
         {

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

@@ -1,8 +1,11 @@
+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 { 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 { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
@@ -11,12 +14,15 @@ import { InfoService } from './info.service';
 
 @Module({
   imports: [
+    DataGatheringModule,
     DataProviderModule,
     ExchangeRateDataModule,
     JwtModule.register({
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
-    })
+    }),
+    RedisCacheModule,
+    SymbolProfileModule
   ],
   controllers: [InfoController],
   providers: [

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

@@ -1,12 +1,14 @@
+import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/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 { Statistics } from '@ghostfolio/common/interfaces/statistics.interface';
 import { Subscription } from '@ghostfolio/common/interfaces/subscription.interface';
 import { permissions } from '@ghostfolio/common/permissions';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 import * as bent from 'bent';
 import { subDays } from 'date-fns';
@@ -14,6 +16,7 @@ import { subDays } from 'date-fns';
 @Injectable()
 export class InfoService {
   private static DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
+  private static CACHE_KEY_STATISTICS = 'STATISTICS';
 
   public constructor(
     private readonly configurationService: ConfigurationService,
@@ -21,7 +24,8 @@ export class InfoService {
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly jwtService: JwtService,
-    private readonly prismaService: PrismaService
+    private readonly prismaService: PrismaService,
+    private readonly redisCacheService: RedisCacheService
   ) {}
 
   public async get(): Promise<InfoItem> {
@@ -109,7 +113,7 @@ export class InfoService {
       const contributors = await get();
       return contributors?.length;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return undefined;
     }
@@ -130,12 +134,34 @@ export class InfoService {
       const { stargazers_count } = await get();
       return stargazers_count;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return undefined;
     }
   }
 
+  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
@@ -154,17 +180,40 @@ export class InfoService {
       return undefined;
     }
 
+    let statistics: Statistics;
+
+    try {
+      statistics = JSON.parse(
+        await this.redisCacheService.get(InfoService.CACHE_KEY_STATISTICS)
+      );
+
+      if (statistics) {
+        return statistics;
+      }
+    } catch {}
+
     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 {
+    statistics = {
       activeUsers1d,
+      activeUsers7d,
       activeUsers30d,
       gitHubContributors,
-      gitHubStargazers
+      gitHubStargazers,
+      newUsers30d
     };
+
+    await this.redisCacheService.set(
+      InfoService.CACHE_KEY_STATISTICS,
+      JSON.stringify(statistics)
+    );
+
+    return statistics;
   }
 
   private async getSubscriptions(): Promise<Subscription[]> {

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

@@ -72,15 +72,7 @@ describe('CurrentRateService', () => {
   let marketDataService: MarketDataService;
 
   beforeAll(async () => {
-    dataProviderService = new DataProviderService(
-      null,
-      null,
-      [],
-      null,
-      null,
-      null,
-      null
-    );
+    dataProviderService = new DataProviderService(null, [], null);
     exchangeRateDataService = new ExchangeRateDataService(null, null);
     marketDataService = new MarketDataService(null);
 

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

@@ -2,6 +2,7 @@ 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 { Logger } from '@nestjs/common';
 import Big from 'big.js';
 import {
   addDays,
@@ -236,7 +237,7 @@ export class PortfolioCalculator {
         if (!marketSymbolMap[nextDate]?.[item.symbol]) {
           invalidSymbols.push(item.symbol);
           hasErrors = true;
-          console.error(
+          Logger.error(
             `Missing value for symbol ${item.symbol} at ${nextDate}`
           );
           continue;
@@ -269,7 +270,7 @@ export class PortfolioCalculator {
           if (!initialValue) {
             invalidSymbols.push(item.symbol);
             hasErrors = true;
-            console.error(
+            Logger.error(
               `Missing value for symbol ${item.symbol} at ${currentDate}`
             );
             continue;
@@ -480,7 +481,7 @@ export class PortfolioCalculator {
           currentPosition.netPerformancePercentage.mul(currentInitialValue)
         );
       } else if (!currentPosition.quantity.eq(0)) {
-        console.error(
+        Logger.error(
           `Initial value is missing for symbol ${currentPosition.symbol}`
         );
         hasErrors = true;
@@ -546,7 +547,7 @@ export class PortfolioCalculator {
             userCurrency: this.currency
           });
         } catch (error) {
-          console.error(
+          Logger.error(
             `Failed to fetch info for date ${startDate} with exception`,
             error
           );

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

@@ -1,3 +1,4 @@
+import { AccessService } from '@ghostfolio/api/app/access/access.service';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import {
   hasNotDefinedValuesInObject,
@@ -5,9 +6,11 @@ import {
 } 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';
@@ -39,6 +42,7 @@ 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,
@@ -145,7 +149,11 @@ export class PortfolioController {
     }
 
     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);
@@ -252,6 +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(

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';
@@ -7,7 +8,7 @@ import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { ImpersonationModule } from '@ghostfolio/api/services/impersonation.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
-import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { CurrentRateService } from './current-rate.service';
@@ -18,6 +19,7 @@ import { RulesService } from './rules.service';
 
 @Module({
   imports: [
+    AccessModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,
@@ -25,6 +27,7 @@ import { RulesService } from './rules.service';
     ImpersonationModule,
     OrderModule,
     PrismaModule,
+    SymbolProfileModule,
     UserModule
   ],
   controllers: [PortfolioController],
@@ -33,8 +36,7 @@ import { RulesService } from './rules.service';
     CurrentRateService,
     MarketDataService,
     PortfolioService,
-    RulesService,
-    SymbolProfileService
+    RulesService
   ]
 })
 export class PortfolioModule {}

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,
@@ -78,7 +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,
@@ -106,7 +112,7 @@ export class PortfolioService {
     aImpersonationId: string,
     aDateRange: DateRange = 'max'
   ): Promise<HistoricalDataItem[]> {
-    const userId = await this.getUserId(aImpersonationId);
+    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
     const portfolioCalculator = new PortfolioCalculator(
       this.currentRateService,
@@ -148,11 +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
@@ -265,7 +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
@@ -484,7 +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,
@@ -555,7 +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,
@@ -628,8 +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
@@ -643,7 +650,7 @@ export class PortfolioService {
 
     const portfolioCalculator = new PortfolioCalculator(
       this.currentRateService,
-      this.request.user.Settings.currency
+      currency
     );
     portfolioCalculator.setTransactionPoints(transactionPoints);
 
@@ -659,7 +666,7 @@ export class PortfolioService {
     const accounts = await this.getAccounts(
       orders,
       portfolioItemsNow,
-      baseCurrency,
+      currency,
       userId
     );
     return {
@@ -679,7 +686,7 @@ export class PortfolioService {
               accounts
             )
           ],
-          { baseCurrency }
+          { baseCurrency: currency }
         ),
         currencyClusterRisk: await this.rulesService.evaluate(
           [
@@ -700,7 +707,7 @@ export class PortfolioService {
               currentPositions
             )
           ],
-          { baseCurrency }
+          { baseCurrency: currency }
         ),
         fees: await this.rulesService.evaluate(
           [
@@ -710,7 +717,7 @@ export class PortfolioService {
               this.getFees(orders)
             )
           ],
-          { baseCurrency }
+          { baseCurrency: currency }
         )
       }
     };
@@ -718,7 +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);
 
@@ -820,7 +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,
@@ -920,14 +927,14 @@ 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(

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

@@ -21,9 +21,9 @@ export class RedisCacheService {
     await this.cache.reset();
   }
 
-  public async set(key: string, value: string) {
+  public async set(key: string, value: string, ttlInSeconds?: number) {
     await this.cache.set(key, value, {
-      ttl: this.configurationService.get('CACHE_TTL')
+      ttl: ttlInSeconds ?? this.configurationService.get('CACHE_TTL')
     });
   }
 }

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

@@ -6,6 +6,7 @@ import {
   Get,
   HttpException,
   Inject,
+  Logger,
   Post,
   Req,
   Res,
@@ -46,7 +47,7 @@ export class SubscriptionController {
         userId: this.request.user.id
       });
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       throw new HttpException(
         getReasonPhrase(StatusCodes.BAD_REQUEST),

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

@@ -1,7 +1,7 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { Subscription } from '@prisma/client';
 import { addDays, isBefore } from 'date-fns';
 import Stripe from 'stripe';
@@ -85,7 +85,7 @@ export class SubscriptionService {
         description: session.client_reference_id
       });
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
     }
   }
 

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

@@ -1,7 +1,7 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 
 import { LookupItem } from './interfaces/lookup-item.interface';
@@ -67,7 +67,7 @@ export class SymbolService {
 
       return results;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       throw error;
     }

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

@@ -1,19 +1,23 @@
 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';
+import { SymbolProfileModule } from './symbol-profile.module';
 
 @Module({
   imports: [
     ConfigurationModule,
+    DataEnhancerModule,
     DataProviderModule,
     ExchangeRateDataModule,
-    PrismaModule
+    PrismaModule,
+    SymbolProfileModule
   ],
   providers: [DataGatheringService],
-  exports: [DataGatheringService]
+  exports: [DataEnhancerModule, DataGatheringService]
 })
 export class DataGatheringModule {}

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

@@ -1,9 +1,10 @@
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
   benchmarks,
   ghostfolioFearAndGreedIndexSymbol
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, resetHours } from '@ghostfolio/common/helper';
-import { Injectable } from '@nestjs/common';
+import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import {
   differenceInHours,
@@ -18,6 +19,7 @@ import {
 import { ConfigurationService } from './configuration.service';
 import { DataProviderService } from './data-provider/data-provider.service';
 import { GhostfolioScraperApiService } from './data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { 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';
@@ -26,17 +28,20 @@ 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
+    private readonly prismaService: PrismaService,
+    private readonly symbolProfileService: SymbolProfileService
   ) {}
 
   public async gather7Days() {
     const isDataGatheringNeeded = await this.isDataGatheringNeeded();
 
     if (isDataGatheringNeeded) {
-      console.log('7d data gathering has been started.');
+      Logger.log('7d data gathering has been started.');
       console.time('data-gathering-7d');
 
       await this.prismaService.property.create({
@@ -60,7 +65,7 @@ export class DataGatheringService {
           where: { key: 'LAST_DATA_GATHERING' }
         });
       } catch (error) {
-        console.error(error);
+        Logger.error(error);
       }
 
       await this.prismaService.property.delete({
@@ -69,7 +74,7 @@ export class DataGatheringService {
         }
       });
 
-      console.log('7d data gathering has been completed.');
+      Logger.log('7d data gathering has been completed.');
       console.timeEnd('data-gathering-7d');
     }
   }
@@ -80,7 +85,7 @@ export class DataGatheringService {
     });
 
     if (!isDataGatheringLocked) {
-      console.log('Max data gathering has been started.');
+      Logger.log('Max data gathering has been started.');
       console.time('data-gathering-max');
 
       await this.prismaService.property.create({
@@ -104,7 +109,7 @@ export class DataGatheringService {
           where: { key: 'LAST_DATA_GATHERING' }
         });
       } catch (error) {
-        console.error(error);
+        Logger.error(error);
       }
 
       await this.prismaService.property.delete({
@@ -113,13 +118,13 @@ export class DataGatheringService {
         }
       });
 
-      console.log('Max data gathering has been completed.');
+      Logger.log('Max data gathering has been completed.');
       console.timeEnd('data-gathering-max');
     }
   }
 
   public async gatherProfileData(aDataGatheringItems?: IDataGatheringItem[]) {
-    console.log('Profile data gathering has been started.');
+    Logger.log('Profile data gathering has been started.');
     console.time('data-gathering-profile');
 
     let dataGatheringItems = aDataGatheringItems;
@@ -129,10 +134,29 @@ export class DataGatheringService {
     }
 
     const currentData = await this.dataProviderService.get(dataGatheringItems);
+    const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
+      dataGatheringItems.map(({ symbol }) => {
+        return symbol;
+      })
+    );
 
-    for (const [
-      symbol,
-      {
+    for (const [symbol, response] of Object.entries(currentData)) {
+      const symbolMapping = symbolProfiles.find((symbolProfile) => {
+        return symbolProfile.symbol === symbol;
+      })?.symbolMapping;
+
+      for (const dataEnhancer of this.dataEnhancers) {
+        try {
+          currentData[symbol] = await dataEnhancer.enhance({
+            response,
+            symbol: symbolMapping[dataEnhancer.getName()] ?? symbol
+          });
+        } catch (error) {
+          Logger.error(`Failed to enhance data for symbol ${symbol}`, error);
+        }
+      }
+
+      const {
         assetClass,
         assetSubClass,
         countries,
@@ -140,8 +164,8 @@ export class DataGatheringService {
         dataSource,
         name,
         sectors
-      }
-    ] of Object.entries(currentData)) {
+      } = currentData[symbol];
+
       try {
         await this.prismaService.symbolProfile.upsert({
           create: {
@@ -170,11 +194,11 @@ export class DataGatheringService {
           }
         });
       } catch (error) {
-        console.error(`${symbol}: ${error?.meta?.cause}`);
+        Logger.error(`${symbol}: ${error?.meta?.cause}`);
       }
     }
 
-    console.log('Profile data gathering has been completed.');
+    Logger.log('Profile data gathering has been completed.');
     console.timeEnd('data-gathering-profile');
   }
 
@@ -237,7 +261,7 @@ export class DataGatheringService {
         }
       } catch (error) {
         hasError = true;
-        console.error(error);
+        Logger.error(error);
       }
     }
 
@@ -248,21 +272,6 @@ export class DataGatheringService {
     }
   }
 
-  public async getCustomSymbolsToGather(
-    startDate?: Date
-  ): Promise<IDataGatheringItem[]> {
-    const scraperConfigurations =
-      await this.ghostfolioScraperApi.getScraperConfigurations();
-
-    return scraperConfigurations.map((scraperConfiguration) => {
-      return {
-        dataSource: DataSource.GHOSTFOLIO,
-        date: startDate,
-        symbol: scraperConfiguration.symbol
-      };
-    });
-  }
-
   public async getIsInProgress() {
     return await this.prismaService.property.findUnique({
       where: { key: 'LOCKED_DATA_GATHERING' }
@@ -282,7 +291,7 @@ export class DataGatheringService {
   }
 
   public async reset() {
-    console.log('Data gathering has been reset.');
+    Logger.log('Data gathering has been reset.');
 
     await this.prismaService.property.deleteMany({
       where: {
@@ -319,6 +328,7 @@ export class DataGatheringService {
         orderBy: [{ symbol: 'asc' }],
         select: {
           dataSource: true,
+          scraperConfiguration: true,
           symbol: true
         }
       })
@@ -339,12 +349,8 @@ export class DataGatheringService {
         };
       });
 
-    const customSymbolsToGather =
-      await this.ghostfolioScraperApi.getCustomSymbolsToGather(startDate);
-
     return [
       ...this.getBenchmarksToGather(startDate),
-      ...customSymbolsToGather,
       ...currencyPairsToGather,
       ...symbolProfilesToGather
     ];
@@ -358,9 +364,6 @@ export class DataGatheringService {
         })
       )?.date ?? new Date();
 
-    const customSymbolsToGather =
-      await this.ghostfolioScraperApi.getCustomSymbolsToGather(startDate);
-
     const currencyPairsToGather = this.exchangeRateDataService
       .getCurrencyPairs()
       .map(({ dataSource, symbol }) => {
@@ -381,20 +384,19 @@ export class DataGatheringService {
             select: { date: true },
             take: 1
           },
+          scraperConfiguration: true,
           symbol: true
         }
       })
-    ).map((item) => {
+    ).map((symbolProfile) => {
       return {
-        dataSource: item.dataSource,
-        date: item.Order?.[0]?.date ?? startDate,
-        symbol: item.symbol
+        ...symbolProfile,
+        date: symbolProfile.Order?.[0]?.date ?? startDate
       };
     });
 
     return [
       ...this.getBenchmarksToGather(startDate),
-      ...customSymbolsToGather,
       ...currencyPairsToGather,
       ...symbolProfilesToGather
     ];

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

@@ -2,7 +2,7 @@ import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.in
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import { isAfter, isBefore, parse } from 'date-fns';
 
@@ -78,12 +78,16 @@ export class AlphaVantageService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      console.error(error, symbol);
+      Logger.error(error, symbol);
 
       return {};
     }
   }
 
+  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

@@ -70,4 +70,8 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
 
     return Promise.resolve(response);
   }
+
+  public getName() {
+    return 'TRACKINSIGHT';
+  }
 }

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

@@ -1,27 +1,47 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
-import { TrackinsightDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/trackinsight/trackinsight.service';
+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';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { AlphaVantageService } from './alpha-vantage/alpha-vantage.service';
 import { DataProviderService } from './data-provider.service';
 
 @Module({
-  imports: [ConfigurationModule, PrismaModule],
+  imports: [
+    ConfigurationModule,
+    CryptocurrencyModule,
+    PrismaModule,
+    SymbolProfileModule
+  ],
   providers: [
     AlphaVantageService,
     DataProviderService,
     GhostfolioScraperApiService,
     RakutenRapidApiService,
-    TrackinsightDataEnhancerService,
     YahooFinanceService,
     {
-      inject: [TrackinsightDataEnhancerService],
-      provide: 'DataEnhancers',
-      useFactory: (trackinsight) => [trackinsight]
+      inject: [
+        AlphaVantageService,
+        GhostfolioScraperApiService,
+        RakutenRapidApiService,
+        YahooFinanceService
+      ],
+      provide: 'DataProviderInterfaces',
+      useFactory: (
+        alphaVantageService,
+        ghostfolioScraperApiService,
+        rakutenRapidApiService,
+        yahooFinanceService
+      ) => [
+        alphaVantageService,
+        ghostfolioScraperApiService,
+        rakutenRapidApiService,
+        yahooFinanceService
+      ]
     }
   ],
   exports: [DataProviderService, GhostfolioScraperApiService]

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

@@ -1,6 +1,6 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
+import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataGatheringItem,
   IDataProviderHistoricalResponse,
@@ -9,30 +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 { Inject, Injectable } from '@nestjs/common';
+import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource, MarketData } from '@prisma/client';
 import { format } from 'date-fns';
 import { isEmpty } from 'lodash';
 
-import { AlphaVantageService } from './alpha-vantage/alpha-vantage.service';
-import { GhostfolioScraperApiService } from './ghostfolio-scraper-api/ghostfolio-scraper-api.service';
-import { RakutenRapidApiService } from './rakuten-rapid-api/rakuten-rapid-api.service';
-import { YahooFinanceService } from './yahoo-finance/yahoo-finance.service';
-
 @Injectable()
 export class DataProviderService {
   public constructor(
-    private readonly alphaVantageService: AlphaVantageService,
     private readonly configurationService: ConfigurationService,
-    @Inject('DataEnhancers')
-    private readonly dataEnhancers: DataEnhancerInterface[],
-    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;
@@ -50,20 +39,7 @@ export class DataProviderService {
 
     const promises = [];
     for (const symbol of Object.keys(response)) {
-      let promise = Promise.resolve(response[symbol]);
-      for (const dataEnhancer of this.dataEnhancers) {
-        promise = promise.then((currentResponse) =>
-          dataEnhancer
-            .enhance({ symbol, response: currentResponse })
-            .catch((error) => {
-              console.error(
-                `Failed to enhance data for symbol ${symbol}`,
-                error
-              );
-              return currentResponse;
-            })
-        );
-      }
+      const promise = Promise.resolve(response[symbol]);
       promises.push(
         promise.then((currentResponse) => (response[symbol] = currentResponse))
       );
@@ -133,7 +109,7 @@ export class DataProviderService {
         return r;
       }, {});
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
     } finally {
       return response;
     }
@@ -204,17 +180,11 @@ export class DataProviderService {
   }
 
   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

@@ -1,31 +1,33 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
   DATE_FORMAT,
   getYesterday,
   isGhostfolioScraperApiSymbol
 } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import * as bent from 'bent';
 import * as cheerio from 'cheerio';
 import { format } from 'date-fns';
 
 import {
-  IDataGatheringItem,
   IDataProviderHistoricalResponse,
   IDataProviderResponse,
   MarketState
 } from '../../interfaces/interfaces';
 import { DataProviderInterface } from '../interfaces/data-provider.interface';
-import { ScraperConfig } from './interfaces/scraper-config.interface';
 
 @Injectable()
 export class GhostfolioScraperApiService implements DataProviderInterface {
   private static NUMERIC_REGEXP = /[-]{0,1}[\d]*[.,]{0,1}[\d]+/g;
 
-  public constructor(private readonly prismaService: PrismaService) {}
+  public constructor(
+    private readonly prismaService: PrismaService,
+    private readonly symbolProfileService: SymbolProfileService
+  ) {}
 
   public canHandle(symbol: string) {
     return isGhostfolioScraperApiSymbol(symbol);
@@ -39,9 +41,10 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     }
 
     try {
-      const symbol = aSymbols[0];
-
-      const scraperConfig = await this.getScraperConfigurationBySymbol(symbol);
+      const [symbol] = aSymbols;
+      const [symbolProfile] = await this.symbolProfileService.getSymbolProfiles(
+        [symbol]
+      );
 
       const { marketPrice } = await this.prismaService.marketData.findFirst({
         orderBy: {
@@ -55,37 +58,18 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
       return {
         [symbol]: {
           marketPrice,
-          currency: scraperConfig?.currency,
+          currency: symbolProfile?.currency,
           dataSource: DataSource.GHOSTFOLIO,
           marketState: MarketState.delayed
         }
       };
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
     }
 
     return {};
   }
 
-  public async getCustomSymbolsToGather(
-    startDate?: Date
-  ): Promise<IDataGatheringItem[]> {
-    const ghostfolioSymbolProfiles =
-      await this.prismaService.symbolProfile.findMany({
-        where: {
-          dataSource: DataSource.GHOSTFOLIO
-        }
-      });
-
-    return ghostfolioSymbolProfiles.map(({ dataSource, symbol }) => {
-      return {
-        dataSource,
-        symbol,
-        date: startDate
-      };
-    });
-  }
-
   public async getHistorical(
     aSymbols: string[],
     aGranularity: Granularity = 'day',
@@ -99,11 +83,11 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     }
 
     try {
-      const symbol = aSymbols[0];
-
-      const scraperConfiguration = await this.getScraperConfigurationBySymbol(
-        symbol
+      const [symbol] = aSymbols;
+      const [symbolProfile] = await this.symbolProfileService.getSymbolProfiles(
+        [symbol]
       );
+      const scraperConfiguration = symbolProfile?.scraperConfiguration;
 
       const get = bent(scraperConfiguration?.url, 'GET', 'string', 200, {});
 
@@ -122,26 +106,14 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
         }
       };
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
     }
 
     return {};
   }
 
-  public async getScraperConfigurations(): Promise<ScraperConfig[]> {
-    try {
-      const { value: scraperConfigString } =
-        await this.prismaService.property.findFirst({
-          select: {
-            value: true
-          },
-          where: { key: 'SCRAPER_CONFIG' }
-        });
-
-      return JSON.parse(scraperConfigString);
-    } catch {}
-
-    return [];
+  public getName(): DataSource {
+    return DataSource.GHOSTFOLIO;
   }
 
   public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
@@ -158,11 +130,4 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
       return undefined;
     }
   }
-
-  private async getScraperConfigurationBySymbol(aSymbol: string) {
-    const scraperConfigurations = await this.getScraperConfigurations();
-    return scraperConfigurations.find((scraperConfiguration) => {
-      return scraperConfiguration.symbol === aSymbol;
-    });
-  }
 }

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

@@ -1,6 +0,0 @@
-export interface ScraperConfig {
-  currency: string;
-  selector: string;
-  symbol: string;
-  url: string;
-}

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

@@ -0,0 +1,4 @@
+export interface ScraperConfiguration {
+  selector: string;
+  url: string;
+}

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

@@ -8,4 +8,6 @@ export interface DataEnhancerInterface {
     response: IDataProviderResponse;
     symbol: string;
   }): Promise<IDataProviderResponse>;
+
+  getName(): string;
 }

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

@@ -1,5 +1,6 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { Granularity } from '@ghostfolio/common/types';
+import { DataSource } from '@prisma/client';
 
 import {
   IDataProviderHistoricalResponse,
@@ -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

@@ -9,7 +9,7 @@ import {
   isRakutenRapidApiSymbol
 } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import * as bent from 'bent';
 import { format, subMonths, subWeeks, subYears } from 'date-fns';
@@ -25,10 +25,9 @@ import { DataProviderInterface } from '../interfaces/data-provider.interface';
 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) {
@@ -62,7 +61,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
         };
       }
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
     }
 
     return {};
@@ -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<{
@@ -167,7 +166,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
       const { fgi } = await get();
       return fgi;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return undefined;
     }

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

@@ -1,8 +1,9 @@
 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 } from '@ghostfolio/common/helper';
+import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 import * as bent from 'bent';
 import Big from 'big.js';
@@ -26,7 +27,9 @@ import {
 export class YahooFinanceService implements DataProviderInterface {
   private yahooFinanceHostname = 'https://query1.finance.yahoo.com';
 
-  public constructor() {}
+  public constructor(
+    private readonly cryptocurrencyService: CryptocurrencyService
+  ) {}
 
   public canHandle(symbol: string) {
     return true;
@@ -65,7 +68,8 @@ export class YahooFinanceService implements DataProviderInterface {
           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,
@@ -113,7 +117,7 @@ export class YahooFinanceService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return {};
     }
@@ -165,12 +169,16 @@ export class YahooFinanceService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return {};
     }
   }
 
+  public getName(): DataSource {
+    return DataSource.YAHOO;
+  }
+
   public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
     const items: LookupItem[] = [];
 
@@ -245,7 +253,10 @@ export class YahooFinanceService implements DataProviderInterface {
     ) {
       if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
         return `${aSymbol}=X`;
-      } else if (isCrypto(aSymbol) || isCrypto(aSymbol.replace('1', ''))) {
+      } 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

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

@@ -1,6 +1,6 @@
 import { baseCurrency } from '@ghostfolio/common/config';
 import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import { format } from 'date-fns';
 import { isEmpty, isNumber, uniq } from 'lodash';
@@ -140,7 +140,7 @@ export class ExchangeRateDataService {
     }
 
     // Fallback with error, if currencies are not available
-    console.error(
+    Logger.error(
       `No exchange rate has been found for ${aFromCurrency}${aToCurrency}`
     );
     return aValue;

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

@@ -1,3 +1,4 @@
+import { ScraperConfiguration } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/interfaces/scraper-configuration.interface';
 import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
 import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
@@ -5,13 +6,15 @@ import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 export interface EnhancedSymbolProfile {
   assetClass: AssetClass;
   assetSubClass: AssetSubClass;
+  countries: Country[];
   createdAt: Date;
   currency: string | null;
   dataSource: DataSource;
   id: string;
   name: string | null;
-  updatedAt: Date;
-  symbol: string;
-  countries: Country[];
+  scraperConfiguration?: ScraperConfiguration | null;
   sectors: Sector[];
+  symbol: string;
+  symbolMapping?: { [key: string]: string };
+  updatedAt: Date;
 }

apps/api/src/services/symbol-profile.module.ts

@@ -0,0 +1,11 @@
+import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { Module } from '@nestjs/common';
+
+import { SymbolProfileService } from './symbol-profile.service';
+
+@Module({
+  imports: [PrismaModule],
+  providers: [SymbolProfileService],
+  exports: [SymbolProfileService]
+})
+export class SymbolProfileModule {}

apps/api/src/services/symbol-profile.service.ts

@@ -7,6 +7,8 @@ import { Injectable } from '@nestjs/common';
 import { Prisma, SymbolProfile } from '@prisma/client';
 import { continents, countries } from 'countries-list';
 
+import { ScraperConfiguration } from './data-provider/ghostfolio-scraper-api/interfaces/scraper-configuration.interface';
+
 @Injectable()
 export class SymbolProfileService {
   constructor(private readonly prismaService: PrismaService) {}
@@ -29,7 +31,9 @@ export class SymbolProfileService {
     return symbolProfiles.map((symbolProfile) => ({
       ...symbolProfile,
       countries: this.getCountries(symbolProfile),
-      sectors: this.getSectors(symbolProfile)
+      scraperConfiguration: this.getScraperConfiguration(symbolProfile),
+      sectors: this.getSectors(symbolProfile),
+      symbolMapping: this.getSymbolMapping(symbolProfile)
     }));
   }
 
@@ -49,6 +53,22 @@ export class SymbolProfileService {
     );
   }
 
+  private getScraperConfiguration(
+    symbolProfile: SymbolProfile
+  ): ScraperConfiguration {
+    const scraperConfiguration =
+      symbolProfile.scraperConfiguration as Prisma.JsonObject;
+
+    if (scraperConfiguration) {
+      return {
+        selector: scraperConfiguration.selector as string,
+        url: scraperConfiguration.url as string
+      };
+    }
+
+    return null;
+  }
+
   private getSectors(symbolProfile: SymbolProfile): Sector[] {
     return ((symbolProfile?.sectors as Prisma.JsonArray) ?? []).map(
       (sector) => {
@@ -61,4 +81,12 @@ export class SymbolProfileService {
       }
     );
   }
+
+  private getSymbolMapping(symbolProfile: SymbolProfile) {
+    return (
+      (symbolProfile['symbolMapping'] as {
+        [key: string]: string;
+      }) ?? {}
+    );
+  }
 }

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"

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/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>
@@ -221,12 +225,17 @@
   </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 === 'register' ||
+          currentRoute === 'start'
+        "
+      ></gf-logo>
     </a>
     <span class="spacer"></span>
     <a

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

@@ -103,7 +103,9 @@
 ></ngx-skeleton-loader>
 
 <div *ngIf="dataSource.data.length === 0 && !isLoading" class="p-3 text-center">
-  <gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
+  <gf-no-transactions-info-indicator
+    [hasBorder]="false"
+  ></gf-no-transactions-info-indicator>
 </div>
 
 <div

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

@@ -24,7 +24,9 @@
           ></gf-position>
         </ng-container>
         <div *ngIf="!hasPositions" class="p-3 text-center">
-          <gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
+          <gf-no-transactions-info-indicator
+            [hasBorder]="false"
+          ></gf-no-transactions-info-indicator>
         </div>
       </ng-container>
     </div>

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

@@ -2,7 +2,9 @@
   <div class="row no-gutters">
     <div class="col">
       <mat-card *ngIf="rules === null" class="my-2 text-center">
-        <gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
+        <gf-no-transactions-info-indicator
+          [hasBorder]="false"
+        ></gf-no-transactions-info-indicator>
       </mat-card>
 
       <gf-rule *ngIf="rules === undefined" [isLoading]="true"></gf-rule>

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

@@ -270,3 +270,9 @@
     width: '100%'
   }"
 ></ngx-skeleton-loader>
+
+<div *ngIf="dataSource.data.length === 0 && !isLoading" class="p-3 text-center">
+  <gf-no-transactions-info-indicator
+    [hasBorder]="false"
+  ></gf-no-transactions-info-indicator>
+</div>

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

@@ -10,6 +10,7 @@ import { MatSortModule } from '@angular/material/sort';
 import { MatTableModule } from '@angular/material/table';
 import { RouterModule } from '@angular/router';
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
+import { GfNoTransactionsInfoModule } from '@ghostfolio/ui/no-transactions-info';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
@@ -22,6 +23,7 @@ import { TransactionsTableComponent } from './transactions-table.component';
   exports: [TransactionsTableComponent],
   imports: [
     CommonModule,
+    GfNoTransactionsInfoModule,
     GfPositionDetailDialogModule,
     GfSymbolIconModule,
     GfSymbolModule,

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/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

@@ -5,20 +5,26 @@ 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 { 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',
@@ -35,7 +41,10 @@ export class AccountPageComponent implements OnDestroy, OnInit {
   public couponId: string;
   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;

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

@@ -0,0 +1,37 @@
+import {
+  ChangeDetectionStrategy,
+  Component,
+  Inject,
+  OnDestroy
+} from '@angular/core';
+import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { Subject } from 'rxjs';
+
+import { CreateOrUpdateAccessDialogParams } from './interfaces/interfaces';
+
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  host: { class: 'h-100' },
+  selector: 'gf-create-or-update-access-dialog',
+  styleUrls: ['./create-or-update-access-dialog.scss'],
+  templateUrl: 'create-or-update-access-dialog.html'
+})
+export class CreateOrUpdateAccessDialog implements OnDestroy {
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    public dialogRef: MatDialogRef<CreateOrUpdateAccessDialog>,
+    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateAccessDialogParams
+  ) {}
+
+  ngOnInit() {}
+
+  public onCancel(): void {
+    this.dialogRef.close();
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

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

@@ -0,0 +1,25 @@
+<form #addAccessForm="ngForm" class="d-flex flex-column h-100">
+  <h1 i18n mat-dialog-title>Grant access</h1>
+  <div class="flex-grow-1" mat-dialog-content>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Type</mat-label>
+        <mat-select name="type" required [(value)]="data.access.type">
+          <mat-option i18n value="PUBLIC">Public</mat-option>
+        </mat-select>
+      </mat-form-field>
+    </div>
+  </div>
+  <div class="justify-content-end" mat-dialog-actions>
+    <button i18n mat-button (click)="onCancel()">Cancel</button>
+    <button
+      color="primary"
+      i18n
+      mat-flat-button
+      [disabled]="!addAccessForm.form.valid"
+      [mat-dialog-close]="data"
+    >
+      Save
+    </button>
+  </div>
+</form>

apps/client/src/app/pages/account/create-or-update-access-dialog/create-or-update-access-dialog.module.ts

@@ -0,0 +1,25 @@
+import { CommonModule } from '@angular/common';
+import { NgModule } from '@angular/core';
+import { FormsModule, ReactiveFormsModule } from '@angular/forms';
+import { MatButtonModule } from '@angular/material/button';
+import { MatDialogModule } from '@angular/material/dialog';
+import { MatFormFieldModule } from '@angular/material/form-field';
+import { MatSelectModule } from '@angular/material/select';
+
+import { CreateOrUpdateAccessDialog } from './create-or-update-access-dialog.component';
+
+@NgModule({
+  declarations: [CreateOrUpdateAccessDialog],
+  exports: [],
+  imports: [
+    CommonModule,
+    FormsModule,
+    MatButtonModule,
+    MatDialogModule,
+    MatFormFieldModule,
+    MatSelectModule,
+    ReactiveFormsModule
+  ],
+  providers: []
+})
+export class GfCreateOrUpdateAccessDialogModule {}

apps/client/src/app/pages/account/create-or-update-access-dialog/create-or-update-access-dialog.scss

@@ -0,0 +1,7 @@
+:host {
+  display: block;
+
+  .mat-dialog-content {
+    max-height: unset;
+  }
+}

apps/client/src/app/pages/account/create-or-update-access-dialog/interfaces/interfaces.ts

@@ -0,0 +1,5 @@
+import { Access } from '@ghostfolio/common/interfaces';
+
+export interface CreateOrUpdateAccessDialogParams {
+  access: Access;
+}

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

@@ -45,7 +45,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
     private router: Router,
     private userService: UserService
   ) {
-    this.routeQueryParams = route.queryParams
+    this.route.queryParams
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((params) => {
         if (params['createDialog']) {

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

@@ -12,8 +12,8 @@
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Type</mat-label>
         <mat-select name="type" required [(value)]="data.account.accountType">
-          <mat-option value="CASH" i18n>Cash</mat-option>
-          <mat-option value="SECURITIES" i18n>Securities</mat-option>
+          <mat-option i18n value="CASH">Cash</mat-option>
+          <mat-option i18n value="SECURITIES">Securities</mat-option>
         </mat-select>
       </mat-form-field>
     </div>

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

@@ -61,7 +61,6 @@ export class HomePageComponent implements OnDestroy, OnInit {
   public hasImpersonationId: boolean;
   public hasPermissionToAccessFearAndGreedIndex: boolean;
   public hasPermissionToCreateOrder: boolean;
-  public hasPositions: boolean;
   public historicalDataItems: LineChartItem[];
   public isLoadingPerformance = true;
   public isLoadingSummary = true;
@@ -225,7 +224,6 @@ export class HomePageComponent implements OnDestroy, OnInit {
         .pipe(takeUntil(this.unsubscribeSubject))
         .subscribe((response) => {
           this.positions = response.positions;
-          this.hasPositions = this.positions?.length > 0;
 
           this.changeDetectorRef.markForCheck();
         });

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

@@ -92,33 +92,25 @@
               (change)="onChangeDateRange($event.value)"
             ></gf-toggle>
           </div>
-          <ng-container *ngIf="hasPositions === true">
-            <mat-card class="p-0">
-              <mat-card-content>
-                <gf-positions
-                  [baseCurrency]="user?.settings?.baseCurrency"
-                  [deviceType]="deviceType"
-                  [locale]="user?.settings?.locale"
-                  [positions]="positions"
-                  [range]="dateRange"
-                ></gf-positions>
-              </mat-card-content>
-            </mat-card>
-            <div *ngIf="hasPermissionToCreateOrder" class="text-center">
-              <a
-                class="mt-3"
-                i18n
-                mat-button
-                [routerLink]="['/portfolio', 'transactions']"
-                >Manage Transactions...</a
-              >
-            </div>
-          </ng-container>
-          <div
-            *ngIf="hasPositions === false"
-            class="d-flex justify-content-center"
-          >
-            <gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
+          <mat-card class="p-0">
+            <mat-card-content>
+              <gf-positions
+                [baseCurrency]="user?.settings?.baseCurrency"
+                [deviceType]="deviceType"
+                [locale]="user?.settings?.locale"
+                [positions]="positions"
+                [range]="dateRange"
+              ></gf-positions>
+            </mat-card-content>
+          </mat-card>
+          <div *ngIf="hasPermissionToCreateOrder" class="text-center">
+            <a
+              class="mt-3"
+              i18n
+              mat-button
+              [routerLink]="['/portfolio', 'transactions']"
+              >Manage Transactions...</a
+            >
           </div>
         </div>
       </div>

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

@@ -1,8 +1,7 @@
-import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { Component, OnDestroy, OnInit } from '@angular/core';
 import { Router } from '@angular/router';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
-import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
 import { format } from 'date-fns';
 import { Subject } from 'rxjs';
 
@@ -15,7 +14,6 @@ import { Subject } from 'rxjs';
 export class LandingPageComponent implements OnDestroy, OnInit {
   public currentYear = format(new Date(), 'yyyy');
   public demoAuthToken: string;
-  public historicalDataItems: LineChartItem[];
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -23,7 +21,6 @@ export class LandingPageComponent implements OnDestroy, OnInit {
    * @constructor
    */
   public constructor(
-    private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
     private router: Router,
     private tokenStorageService: TokenStorageService
@@ -36,221 +33,6 @@ export class LandingPageComponent implements OnDestroy, OnInit {
     const { demoAuthToken } = this.dataService.fetchInfo();
 
     this.demoAuthToken = demoAuthToken;
-
-    this.initializeLineChart();
-  }
-
-  public initializeLineChart() {
-    this.historicalDataItems = [
-      {
-        date: '2017-01-01',
-        value: 2561.60376
-      },
-      {
-        date: '2017-02-01',
-        value: 2261.60376
-      },
-      {
-        date: '2017-03-01',
-        value: 2268.68157074
-      },
-      {
-        date: '2017-04-01',
-        value: 2525.2942
-      },
-      {
-        date: '2017-05-01',
-        value: 2929.3595107399997
-      },
-      {
-        date: '2017-06-01',
-        value: 3088.5172438900004
-      },
-      {
-        date: '2017-07-01',
-        value: 3281.2490946300004
-      },
-      {
-        date: '2017-08-01',
-        value: 4714.57822537
-      },
-      {
-        date: '2017-09-01',
-        value: 5717.262455259565
-      },
-      {
-        date: '2017-10-01',
-        value: 5338.742482334544
-      },
-      {
-        date: '2017-11-01',
-        value: 6361.263771554509
-      },
-      {
-        date: '2017-12-01',
-        value: 8373.260491904595
-      },
-      {
-        date: '2018-01-01',
-        value: 9783.208968191562
-      },
-      {
-        date: '2018-02-01',
-        value: 7841.2667100173
-      },
-      {
-        date: '2018-03-01',
-        value: 8582.133039380678
-      },
-      {
-        date: '2018-04-01',
-        value: 5901.8362986766715
-      },
-      {
-        date: '2018-05-01',
-        value: 7367.392976151925
-      },
-      {
-        date: '2018-06-01',
-        value: 6490.164314049853
-      },
-      {
-        date: '2018-07-01',
-        value: 6365.351621654618
-      },
-      {
-        date: '2018-08-01',
-        value: 6614.532706931272
-      },
-      {
-        date: '2018-09-01',
-        value: 6402.052882414409
-      },
-      {
-        date: '2018-10-01',
-        value: 15270.327917651943
-      },
-      {
-        date: '2018-11-01',
-        value: 13929.833891940816
-      },
-      {
-        date: '2018-12-01',
-        value: 12995.832254431414
-      },
-      {
-        date: '2019-01-01',
-        value: 11792.447013828998
-      },
-      {
-        date: '2019-02-01',
-        value: 11988.224284346446
-      },
-      {
-        date: '2019-03-01',
-        value: 13536.39667099519
-      },
-      {
-        date: '2019-04-01',
-        value: 14301.83740090022
-      },
-      {
-        date: '2019-05-01',
-        value: 14902.994910520581
-      },
-      {
-        date: '2019-06-01',
-        value: 15373.418326284132
-      },
-      {
-        date: '2019-07-01',
-        value: 17545.70705465703
-      },
-      {
-        date: '2019-08-01',
-        value: 17206.28500223782
-      },
-      {
-        date: '2019-09-01',
-        value: 17782.445200108898
-      },
-      {
-        date: '2019-10-01',
-        value: 17050.25875252655
-      },
-      {
-        date: '2019-11-01',
-        value: 18517.053521416237
-      },
-      {
-        date: '2019-12-01',
-        value: 17850.649021651363
-      },
-      {
-        date: '2020-01-01',
-        value: 18817.269786559067
-      },
-      {
-        date: '2020-02-01',
-        value: 22769.842312027653
-      },
-      {
-        date: '2020-03-01',
-        value: 23065.56002316582
-      },
-      {
-        date: '2020-04-01',
-        value: 19738.122641884733
-      },
-      {
-        date: '2020-05-01',
-        value: 25112.281463810643
-      },
-      {
-        date: '2020-06-01',
-        value: 28753.054132147452
-      },
-      {
-        date: '2020-07-01',
-        value: 32207.62827031543
-      },
-      {
-        date: '2020-08-01',
-        value: 37837.88816828611
-      },
-      {
-        date: '2020-09-01',
-        value: 50018.740185519295
-      },
-      {
-        date: '2020-10-01',
-        value: 46593.322295801525
-      },
-      {
-        date: '2020-11-01',
-        value: 44440.18743231742
-      },
-      {
-        date: '2020-12-01',
-        value: 57582.23077536893
-      },
-      {
-        date: '2021-01-01',
-        value: 68823.02446077733
-      },
-      {
-        date: '2021-02-01',
-        value: 64516.42092139593
-      },
-      {
-        date: '2021-03-01',
-        value: 82465.97581106682
-      },
-      {
-        date: '2021-03-18',
-        value: 86666.03082624623
-      }
-    ];
   }
 
   public setToken(aToken: string) {

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

@@ -1,14 +1,13 @@
+<div class="intro-container mb-5">
+  <div class="intro-inner-container mx-auto">
+    <div class="h-100 intro w-100"></div>
+  </div>
+</div>
+
 <div class="container">
   <div class="row">
     <div
-      class="
-        align-items-center
-        d-flex
-        flex-column
-        justify-content-center
-        mb-4
-        w-100
-      "
+      class="align-items-center d-flex flex-column justify-content-center w-100"
     >
       <gf-logo size="large"></gf-logo>
       <p class="lead m-0">Wealth Management Software</p>
@@ -16,15 +15,7 @@
   </div>
 
   <div class="button-container row">
-    <div
-      class="
-        align-items-center
-        col
-        d-flex
-        justify-content-center
-        position-relative
-      "
-    >
+    <div class="align-items-center col d-flex justify-content-center">
       <div class="py-5 text-center">
         <a
           class="d-inline-block"
@@ -46,15 +37,6 @@
           <span i18n>Live Demo</span>
         </button>
       </div>
-      <gf-line-chart
-        class="position-absolute"
-        symbol="Performance"
-        [historicalDataItems]="historicalDataItems"
-        [showGradient]="true"
-        [showLoader]="false"
-        [showXAxis]="false"
-        [showYAxis]="false"
-      ></gf-line-chart>
     </div>
   </div>
 

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

@@ -2,7 +2,6 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { RouterModule } from '@angular/router';
-import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
 import { GfLogoModule } from '@ghostfolio/ui/logo';
 
 import { LandingPageRoutingModule } from './landing-page-routing.module';
@@ -13,7 +12,6 @@ import { LandingPageComponent } from './landing-page.component';
   exports: [],
   imports: [
     CommonModule,
-    GfLineChartModule,
     GfLogoModule,
     LandingPageRoutingModule,
     MatButtonModule,

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

@@ -2,17 +2,6 @@
   display: block;
 
   .button-container {
-    aspect-ratio: 16 / 9;
-
-    gf-line-chart {
-      bottom: 0;
-      left: 0;
-      opacity: 0.67;
-      right: 0;
-      top: 0;
-      z-index: -1;
-    }
-
     .mat-stroked-button {
       background-color: var(--light-background);
     }
@@ -23,6 +12,23 @@
       height: 2.5rem;
     }
   }
+
+  .intro-container {
+    background-color: #ffffff;
+    margin-top: -5rem;
+
+    .intro-inner-container {
+      aspect-ratio: 16 / 9;
+      max-height: 66vh;
+
+      .intro {
+        background-image: url('/assets/intro.jpg');
+        background-position: top left;
+        background-repeat: no-repeat;
+        background-size: contain;
+      }
+    }
+  }
 }
 
 :host-context(.is-dark-theme) {

apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts

@@ -4,6 +4,7 @@ import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { prettifySymbol } from '@ghostfolio/common/helper';
 import {
   PortfolioDetails,
   PortfolioPosition,
@@ -246,9 +247,9 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
       }
 
       if (position.assetClass === AssetClass.EQUITY) {
-        this.symbols[symbol] = {
-          symbol,
+        this.symbols[prettifySymbol(symbol)] = {
           name: position.name,
+          symbol: prettifySymbol(symbol),
           value: aPeriod === 'original' ? position.investment : position.value
         };
       }

apps/client/src/app/pages/portfolio/allocations/allocations-page.html

@@ -159,9 +159,9 @@
         </mat-card-header>
         <mat-card-content>
           <gf-portfolio-proportion-chart
-            [keys]="['name']"
             [baseCurrency]="user?.settings?.baseCurrency"
             [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [keys]="['name']"
             [locale]="user?.settings?.locale"
             [maxItems]="10"
             [positions]="countries"

apps/client/src/app/pages/portfolio/transactions/import-transaction-dialog/import-transaction-dialog.scss

@@ -7,6 +7,10 @@
 
     .mat-expansion-panel-header {
       color: inherit;
+
+      &[aria-disabled='true'] {
+        cursor: default;
+      }
     }
   }
 }

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

@@ -12,6 +12,7 @@ import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { DataSource, Order as OrderModel } from '@prisma/client';
 import { format, parseISO } from 'date-fns';
+import { isArray } from 'lodash';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject, Subscription } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
@@ -189,6 +190,11 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
         try {
           if (file.type === 'application/json') {
             const content = JSON.parse(fileContent);
+
+            if (!isArray(content.orders)) {
+              throw new Error();
+            }
+
             try {
               await this.importTransactionsService.importJson({
                 content: content.orders,

apps/client/src/app/pages/public/public-page-routing.module.ts

@@ -0,0 +1,15 @@
+import { NgModule } from '@angular/core';
+import { RouterModule, Routes } from '@angular/router';
+import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
+
+import { PublicPageComponent } from './public-page.component';
+
+const routes: Routes = [
+  { path: ':id', component: PublicPageComponent, canActivate: [AuthGuard] }
+];
+
+@NgModule({
+  imports: [RouterModule.forChild(routes)],
+  exports: [RouterModule]
+})
+export class PublicPageRoutingModule {}

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

@@ -0,0 +1,185 @@
+import { ChangeDetectorRef, Component, OnInit } from '@angular/core';
+import { ActivatedRoute, Router } from '@angular/router';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { prettifySymbol } from '@ghostfolio/common/helper';
+import {
+  PortfolioPosition,
+  PortfolioPublicDetails
+} from '@ghostfolio/common/interfaces';
+import { StatusCodes } from 'http-status-codes';
+import { DeviceDetectorService } from 'ngx-device-detector';
+import { EMPTY, Subject } from 'rxjs';
+import { catchError, takeUntil } from 'rxjs/operators';
+
+@Component({
+  host: { class: 'mb-5' },
+  selector: 'gf-public-page',
+  styleUrls: ['./public-page.scss'],
+  templateUrl: './public-page.html'
+})
+export class PublicPageComponent implements OnInit {
+  public continents: {
+    [code: string]: { name: string; value: number };
+  };
+  public countries: {
+    [code: string]: { name: string; value: number };
+  };
+  public deviceType: string;
+  public portfolioPublicDetails: PortfolioPublicDetails;
+  public positions: {
+    [symbol: string]: Pick<PortfolioPosition, 'currency' | 'name' | 'value'>;
+  };
+  public sectors: {
+    [name: string]: { name: string; value: number };
+  };
+  public symbols: {
+    [name: string]: { name: string; symbol: string; value: number };
+  };
+
+  private id: string;
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor(
+    private activatedRoute: ActivatedRoute,
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService,
+    private deviceService: DeviceDetectorService,
+    private router: Router
+  ) {
+    this.activatedRoute.params.subscribe((params) => {
+      this.id = params['id'];
+    });
+  }
+
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {
+    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+
+    this.dataService
+      .fetchPortfolioPublic(this.id)
+      .pipe(
+        takeUntil(this.unsubscribeSubject),
+        catchError((error) => {
+          if (error.status === StatusCodes.NOT_FOUND) {
+            console.error(error);
+            this.router.navigate(['/']);
+          }
+
+          return EMPTY;
+        })
+      )
+      .subscribe((portfolioPublicDetails) => {
+        this.portfolioPublicDetails = portfolioPublicDetails;
+
+        this.initializeAnalysisData();
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
+  public initializeAnalysisData() {
+    this.continents = {
+      [UNKNOWN_KEY]: {
+        name: UNKNOWN_KEY,
+        value: 0
+      }
+    };
+    this.countries = {
+      [UNKNOWN_KEY]: {
+        name: UNKNOWN_KEY,
+        value: 0
+      }
+    };
+    this.positions = {};
+    this.sectors = {
+      [UNKNOWN_KEY]: {
+        name: UNKNOWN_KEY,
+        value: 0
+      }
+    };
+    this.symbols = {
+      [UNKNOWN_KEY]: {
+        name: UNKNOWN_KEY,
+        symbol: UNKNOWN_KEY,
+        value: 0
+      }
+    };
+
+    for (const [symbol, position] of Object.entries(
+      this.portfolioPublicDetails.holdings
+    )) {
+      const value = position.allocationCurrent;
+
+      this.positions[symbol] = {
+        value,
+        currency: position.currency,
+        name: position.name
+      };
+
+      if (position.countries.length > 0) {
+        for (const country of position.countries) {
+          const { code, continent, name, weight } = country;
+
+          if (this.continents[continent]?.value) {
+            this.continents[continent].value += weight * position.value;
+          } else {
+            this.continents[continent] = {
+              name: continent,
+              value: weight * this.portfolioPublicDetails.holdings[symbol].value
+            };
+          }
+
+          if (this.countries[code]?.value) {
+            this.countries[code].value += weight * position.value;
+          } else {
+            this.countries[code] = {
+              name,
+              value: weight * this.portfolioPublicDetails.holdings[symbol].value
+            };
+          }
+        }
+      } else {
+        this.continents[UNKNOWN_KEY].value +=
+          this.portfolioPublicDetails.holdings[symbol].value;
+
+        this.countries[UNKNOWN_KEY].value +=
+          this.portfolioPublicDetails.holdings[symbol].value;
+      }
+
+      if (position.sectors.length > 0) {
+        for (const sector of position.sectors) {
+          const { name, weight } = sector;
+
+          if (this.sectors[name]?.value) {
+            this.sectors[name].value += weight * position.value;
+          } else {
+            this.sectors[name] = {
+              name,
+              value: weight * this.portfolioPublicDetails.holdings[symbol].value
+            };
+          }
+        }
+      } else {
+        this.sectors[UNKNOWN_KEY].value +=
+          this.portfolioPublicDetails.holdings[symbol].value;
+      }
+
+      this.symbols[prettifySymbol(symbol)] = {
+        name: position.name,
+        symbol: prettifySymbol(symbol),
+        value: position.value
+      };
+    }
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

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

@@ -0,0 +1,102 @@
+<div class="container">
+  <div class="row">
+    <div class="col">
+      <h3 class="h4 mb-3 text-center" i18n>
+        Hello, someone has shared a <strong>Portfolio</strong> with you!
+      </h3>
+    </div>
+  </div>
+  <div class="proportion-charts row">
+    <div class="col-md-12 allocations-by-symbol">
+      <mat-card class="mb-3">
+        <mat-card-header class="overflow-hidden w-100">
+          <mat-card-title class="text-truncate" i18n>Symbols</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <gf-portfolio-proportion-chart
+            class="mx-auto"
+            [isInPercent]="true"
+            [keys]="['symbol']"
+            [positions]="symbols"
+            [showLabels]="deviceType !== 'mobile'"
+          ></gf-portfolio-proportion-chart>
+        </mat-card-content>
+      </mat-card>
+    </div>
+    <div *ngIf="portfolioPublicDetails?.hasDetails" class="col-md-4">
+      <mat-card class="mb-3">
+        <mat-card-header class="overflow-hidden w-100">
+          <mat-card-title class="text-truncate" i18n>Currencies</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <gf-portfolio-proportion-chart
+            [isInPercent]="true"
+            [keys]="['currency']"
+            [maxItems]="10"
+            [positions]="positions"
+          ></gf-portfolio-proportion-chart>
+        </mat-card-content>
+      </mat-card>
+    </div>
+    <div *ngIf="portfolioPublicDetails?.hasDetails" class="col-md-4">
+      <mat-card class="mb-3">
+        <mat-card-header class="overflow-hidden w-100">
+          <mat-card-title class="text-truncate" i18n>Sectors</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <gf-portfolio-proportion-chart
+            [isInPercent]="true"
+            [keys]="['name']"
+            [maxItems]="10"
+            [positions]="sectors"
+          ></gf-portfolio-proportion-chart>
+        </mat-card-content>
+      </mat-card>
+    </div>
+    <div *ngIf="portfolioPublicDetails?.hasDetails" class="col-md-4">
+      <mat-card class="mb-3">
+        <mat-card-header class="overflow-hidden w-100">
+          <mat-card-title class="text-truncate" i18n>Continents</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <gf-portfolio-proportion-chart
+            [isInPercent]="true"
+            [keys]="['name']"
+            [positions]="continents"
+          ></gf-portfolio-proportion-chart>
+        </mat-card-content>
+      </mat-card>
+    </div>
+  </div>
+  <div *ngIf="portfolioPublicDetails?.hasDetails" class="row world-map-chart">
+    <div class="col-lg">
+      <mat-card class="mb-3">
+        <mat-card-header class="overflow-hidden w-100">
+          <mat-card-title class="text-truncate" i18n>Regions</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <gf-world-map-chart
+            [countries]="countries"
+            [isInPercent]="true"
+          ></gf-world-map-chart>
+        </mat-card-content>
+      </mat-card>
+    </div>
+  </div>
+  <div class="row my-5">
+    <div class="col-md-8 offset-md-2">
+      <h2 class="h4 mb-1 text-center">
+        Would you like to <strong>refine</strong> your
+        <strong>personal investment strategy</strong>?
+      </h2>
+      <p class="lead mb-3 text-center" i18n>
+        Ghostfolio empowers you to keep track of your wealth.
+      </p>
+      <div class="py-2 text-center">
+        <a color="primary" i18n mat-flat-button [routerLink]="['/']">
+          Get Started
+        </a>
+      </div>
+    </div>
+  </div>
+</div>

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

@@ -0,0 +1,25 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCardModule } from '@angular/material/card';
+import { GfWorldMapChartModule } from '@ghostfolio/client/components/world-map-chart/world-map-chart.module';
+import { GfPortfolioProportionChartModule } from '@ghostfolio/ui/portfolio-proportion-chart/portfolio-proportion-chart.module';
+
+import { PublicPageRoutingModule } from './public-page-routing.module';
+import { PublicPageComponent } from './public-page.component';
+
+@NgModule({
+  declarations: [PublicPageComponent],
+  exports: [],
+  imports: [
+    CommonModule,
+    GfPortfolioProportionChartModule,
+    GfWorldMapChartModule,
+    MatButtonModule,
+    MatCardModule,
+    PublicPageRoutingModule
+  ],
+  providers: [],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class PublicPageModule {}

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

@@ -0,0 +1,22 @@
+:host {
+  color: rgb(var(--dark-primary-text));
+  display: block;
+
+  .allocations-by-symbol {
+    gf-portfolio-proportion-chart {
+      max-width: 80vh;
+    }
+  }
+
+  .world-map-chart {
+    .mat-card {
+      .mat-card-content {
+        aspect-ratio: 16 / 9;
+      }
+    }
+  }
+}
+
+:host-context(.is-dark-theme) {
+  color: rgb(var(--light-primary-text));
+}

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

@@ -1,4 +1,4 @@
-import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { Component, OnDestroy, OnInit } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { Router } from '@angular/router';
 import { DataService } from '@ghostfolio/client/services/data.service';
@@ -6,6 +6,7 @@ import { TokenStorageService } from '@ghostfolio/client/services/token-storage.s
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
 import { format } from 'date-fns';
+import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
@@ -20,6 +21,7 @@ import { ShowAccessTokenDialog } from './show-access-token-dialog/show-access-to
 export class RegisterPageComponent implements OnDestroy, OnInit {
   public currentYear = format(new Date(), 'yyyy');
   public demoAuthToken: string;
+  public deviceType: string;
   public hasPermissionForSocialLogin: boolean;
   public historicalDataItems: LineChartItem[];
 
@@ -29,8 +31,8 @@ export class RegisterPageComponent implements OnDestroy, OnInit {
    * @constructor
    */
   public constructor(
-    private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
+    private deviceService: DeviceDetectorService,
     private dialog: MatDialog,
     private router: Router,
     private tokenStorageService: TokenStorageService
@@ -45,6 +47,7 @@ export class RegisterPageComponent implements OnDestroy, OnInit {
     const { demoAuthToken, globalPermissions } = this.dataService.fetchInfo();
 
     this.demoAuthToken = demoAuthToken;
+    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
     this.hasPermissionForSocialLogin = hasPermission(
       globalPermissions,
       permissions.enableSocialLogin

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

@@ -1,30 +1,46 @@
+<div class="intro-container mb-5">
+  <div class="intro-inner-container mx-auto">
+    <div class="h-100 intro w-100"></div>
+  </div>
+</div>
+
 <div class="container">
   <div class="row">
-    <div class="col">
-      <h3 class="d-flex justify-content-center mb-3 text-center" i18n>
-        Create your Account
-      </h3>
-      <mat-card class="mb-4">
-        <mat-card-content class="text-center">
-          <button
-            class="d-inline-block"
-            color="primary"
+    <div
+      class="align-items-center d-flex flex-column justify-content-center w-100"
+    >
+      <gf-logo size="large"></gf-logo>
+      <p class="lead m-0">Wealth Management Software</p>
+    </div>
+  </div>
+
+  <div class="button-container row">
+    <div class="align-items-center col d-flex justify-content-center">
+      <div class="py-5 text-center">
+        <button
+          class="d-inline-block"
+          color="primary"
+          i18n
+          mat-flat-button
+          [disabled]="!demoAuthToken"
+          (click)="createAccount()"
+        >
+          Create Account
+        </button>
+        <ng-container *ngIf="hasPermissionForSocialLogin">
+          <div
+            class="m-3 text-muted"
             i18n
-            mat-flat-button
-            [disabled]="!demoAuthToken"
-            (click)="createAccount()"
+            [ngClass]="{'d-inline': deviceType !== 'mobile' }"
           >
-            Create Account
-          </button>
-          <ng-container *ngIf="hasPermissionForSocialLogin">
-            <div class="my-3 text-muted" i18n>or</div>
-            <a color="accent" href="/api/auth/google" mat-flat-button
-              ><ion-icon class="mr-1" name="logo-google"></ion-icon
-              ><span i18n>Continue with Google</span></a
-            >
-          </ng-container>
-        </mat-card-content>
-      </mat-card>
+            or
+          </div>
+          <a color="accent" href="/api/auth/google" mat-flat-button
+            ><ion-icon class="mr-1" name="logo-google"></ion-icon
+            ><span i18n>Continue with Google</span></a
+          >
+        </ng-container>
+      </div>
     </div>
   </div>
 </div>

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

@@ -1,3 +1,26 @@
 :host {
   display: block;
+
+  .button-container {
+    .mat-stroked-button {
+      background-color: var(--light-background);
+    }
+  }
+
+  .intro-container {
+    background-color: #ffffff;
+    margin-top: -5rem;
+
+    .intro-inner-container {
+      aspect-ratio: 16 / 9;
+      max-height: 66vh;
+
+      .intro {
+        background-image: url('/assets/intro.jpg');
+        background-position: top left;
+        background-repeat: no-repeat;
+        background-size: contain;
+      }
+    }
+  }
 }

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

@@ -38,7 +38,6 @@ export class ZenPageComponent implements AfterViewInit, OnDestroy, OnInit {
   public deviceType: string;
   public hasImpersonationId: boolean;
   public hasPermissionToCreateOrder: boolean;
-  public hasPositions: boolean;
   public historicalDataItems: LineChartItem[];
   public isLoadingPerformance = true;
   public performance: PortfolioPerformance;
@@ -140,7 +139,6 @@ export class ZenPageComponent implements AfterViewInit, OnDestroy, OnInit {
         .pipe(takeUntil(this.unsubscribeSubject))
         .subscribe((response) => {
           this.positions = response.positions;
-          this.hasPositions = this.positions?.length > 0;
 
           this.changeDetectorRef.markForCheck();
         });

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

@@ -65,35 +65,25 @@
       <h3 class="d-flex justify-content-center mb-3" i18n>Holdings</h3>
       <div class="row">
         <div class="align-items-center col">
-          <ng-container *ngIf="hasPositions === true">
-            <mat-card class="p-0">
-              <mat-card-content>
-                <gf-positions
-                  [baseCurrency]="user?.settings?.baseCurrency"
-                  [deviceType]="deviceType"
-                  [locale]="user?.settings?.locale"
-                  [positions]="positions"
-                  [range]="dateRange"
-                ></gf-positions>
-              </mat-card-content>
-            </mat-card>
-            <div *ngIf="hasPermissionToCreateOrder" class="text-center">
-              <a
-                class="mt-3"
-                i18n
-                mat-button
-                [routerLink]="['/portfolio', 'transactions']"
-                >Manage Transactions...</a
-              >
-            </div>
-          </ng-container>
-          <div
-            *ngIf="hasPositions === false"
-            class="d-flex justify-content-center"
-          >
-            <div>
-              <gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
-            </div>
+          <mat-card class="p-0">
+            <mat-card-content>
+              <gf-positions
+                [baseCurrency]="user?.settings?.baseCurrency"
+                [deviceType]="deviceType"
+                [locale]="user?.settings?.locale"
+                [positions]="positions"
+                [range]="dateRange"
+              ></gf-positions>
+            </mat-card-content>
+          </mat-card>
+          <div *ngIf="hasPermissionToCreateOrder" class="text-center">
+            <a
+              class="mt-3"
+              i18n
+              mat-button
+              [routerLink]="['/portfolio', 'transactions']"
+              >Manage Transactions...</a
+            >
           </div>
         </div>
       </div>

apps/client/src/app/pipes/symbol/symbol.pipe.ts

@@ -1,11 +1,11 @@
 import { Pipe, PipeTransform } from '@angular/core';
-import { ghostfolioScraperApiSymbolPrefix } from '@ghostfolio/common/config';
+import { prettifySymbol } from '@ghostfolio/common/helper';
 
 @Pipe({ name: 'gfSymbol' })
 export class SymbolPipe implements PipeTransform {
   public constructor() {}
 
-  public transform(aSymbol: string): string {
-    return aSymbol?.replace(ghostfolioScraperApiSymbolPrefix, '');
+  public transform(aSymbol: string) {
+    return prettifySymbol(aSymbol);
   }
 }

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

@@ -1,8 +1,8 @@
 import { HttpClient } from '@angular/common/http';
 import { Injectable } from '@angular/core';
+import { CreateAccessDto } from '@ghostfolio/api/app/access/create-access.dto';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
-import { ImportDataDto } from '@ghostfolio/api/app/import/import-data.dto';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
 import {
@@ -22,6 +22,7 @@ import {
   InfoItem,
   PortfolioDetails,
   PortfolioPerformance,
+  PortfolioPublicDetails,
   PortfolioReport,
   PortfolioSummary,
   User
@@ -68,6 +69,10 @@ export class DataService {
     return this.http.get<AdminData>('/api/admin');
   }
 
+  public deleteAccess(aId: string) {
+    return this.http.delete<any>(`/api/access/${aId}`);
+  }
+
   public deleteAccount(aId: string) {
     return this.http.delete<any>(`/api/account/${aId}`);
   }
@@ -164,6 +169,12 @@ export class DataService {
     });
   }
 
+  public fetchPortfolioPublic(aId: string) {
+    return this.http.get<PortfolioPublicDetails>(
+      `/api/portfolio/public/${aId}`
+    );
+  }
+
   public fetchPortfolioReport() {
     return this.http.get<PortfolioReport>('/api/portfolio/report');
   }
@@ -190,6 +201,10 @@ export class DataService {
     return this.http.get<any>(`/api/auth/anonymous/${accessToken}`);
   }
 
+  public postAccess(aAccess: CreateAccessDto) {
+    return this.http.post<OrderModel>(`/api/access`, aAccess);
+  }
+
   public postAccount(aAccount: CreateAccountDto) {
     return this.http.post<OrderModel>(`/api/account`, aAccount);
   }

apps/client/src/main.ts

@@ -29,5 +29,5 @@ import { environment } from './environments/environment';
     .bootstrapModule(AppModule, {
       providers: [{ provide: LOCALE_ID, useValue: 'de-CH' }]
     })
-    .catch((err) => console.error(err));
+    .catch((error) => console.error(error));
 })();

docker/docker-compose-build-local.yml

@@ -0,0 +1,24 @@
+version: '3.7'
+services:
+  postgres:
+    image: postgres:12
+    env_file:
+      - ../.env
+    volumes:
+      - postgres:/var/lib/postgresql/data
+
+  redis:
+    image: 'redis:alpine'
+
+  ghostfolio:
+    build: ../
+    env_file:
+      - ../.env
+    environment:
+      REDIS_HOST: 'redis'
+      DATABASE_URL: postgresql://user:password@postgres:5432/ghostfolio-db?sslmode=prefer
+    ports:
+      - 3333:3333
+
+volumes:
+  postgres:

libs/common/src/lib/helper.ts

@@ -3,8 +3,6 @@ import { getDate, getMonth, getYear, parse, subDays } from 'date-fns';
 
 import { ghostfolioScraperApiSymbolPrefix } from './config';
 
-const cryptocurrencies = require('cryptocurrencies');
-
 export const DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
 
 export function capitalize(aString: string) {
@@ -50,9 +48,9 @@ export function getUtc(aDateString: string) {
 
   return new Date(
     Date.UTC(
-      parseInt(yearString),
-      parseInt(monthString) - 1,
-      parseInt(dayString)
+      parseInt(yearString, 10),
+      parseInt(monthString, 10) - 1,
+      parseInt(dayString, 10)
     )
   );
 }
@@ -79,12 +77,6 @@ export function groupBy<T, K extends keyof T>(
   return map;
 }
 
-export function isCrypto(aSymbol = '') {
-  const cryptocurrencySymbol = aSymbol.substring(0, aSymbol.length - 3);
-
-  return cryptocurrencies.symbols().includes(cryptocurrencySymbol);
-}
-
 export function isCurrency(aSymbol = '') {
   return currencies[aSymbol];
 }
@@ -124,3 +116,7 @@ export const DATE_FORMAT = 'yyyy-MM-dd';
 export function parseDate(date: string) {
   return parse(date, DATE_FORMAT, new Date());
 }
+
+export function prettifySymbol(aSymbol: string): string {
+  return aSymbol?.replace(ghostfolioScraperApiSymbolPrefix, '');
+}

libs/common/src/lib/interfaces/access.interface.ts

@@ -1,3 +1,5 @@
 export interface Access {
   granteeAlias: string;
+  id: string;
+  type: 'PUBLIC' | 'RESTRICTED_VIEW';
 }